Benua Biru Terancam Membeku ketika Harga Gas Terus Melesat ke 70,85 Euro/MWh

Senin, 7 September 2026, 20:49 WIB Sumber: Sindonews

Ukuran:

Harga gas alam Eropa (Dutch TTF) melonjak ke rekor harian 70,85 euro/MWh akibat perang AS-Iran yang menutup Selat Hormuz dan mengganggu pasokan, padahal Uni Eropa baru mengisi cadangan gas 64,7% atau jauh di bawah rata-rata historis. Selisih harga tipis antara musim panas dan perkiraan musim dingin membuat proses pengisian lambat, sehingga Belanda dan Jerman terancam meleset dari target 80% dan 70% sebelum 1 November 2026. Direktur INES memperingatkan industri Jerman berisiko gulung tikar jika cadangan minim bertemu gelombang dingin ekstrem.

Poin-Poin Utama

Dutch TTF gas price for October 2026 delivery hit daily record of 70.85 euro/MWh, equivalent to Rp1.44 million at 1 euro = Rp20,400.
Price spike triggered by prolonged US-Iran conflict near Strait of Hormuz.
Strait of Hormuz normally channels one-fifth of global LNG trade.
Maritime route now practically closed, threatening global LNG supply.
EU gas storage capacity filled at 64.7% per Gas Infrastructure Europe (GIE) data.
Current storage level well below historical annual average.
High market prices significantly slowed storage refill process.
Netherlands risks missing 80% storage target before November 1, 2026 deadline.
Germany risks missing 70% storage target before November 1, 2026 deadline.
Summer-to-winter gas price spread too narrow, even negative, failing to cover storage costs and supplier risks.
Sebastian Heinermann, Director of German Gas Storage Association (INES), issued the warning.
Heinermann warned German industry faces collapse risk if low storage meets extreme cold wave.
Companies would be forced to cut production due to inability to pay gas price surges.
European nations racing to fill storage tanks before winter arrives.