Forget OPEC+ output hike. Duration of Hormuz disruption is what matters

Setelah 63 peristiwa geopolitik netral sebelumnya, Minyak Mentah (Brent) bergerak median -0,5% selama 5 sesi (44% lebih tinggi; separuh tengah -4,4% sampai +2,6%), dan -2,7% selama 20 sesi.

• 5 Apr 2026OPEC+ agrees to boost oil output when Strait of Hormuz reopens | Reuters-9,7%
• 4 Mei 2026OPEC+ crude output boost is symbolic, but it still matters | Reuters-9,5%
• 1 Jun 2026EXCLUSIVE: OPEC+ set for another oil output quota hike despite Hormuz closure, sources say+2,9%
• 1 Jun 2026OPEC+ announces symbolic oil output rise during Strait of Hormuz closure+2,9%
• 29 Nov 2025OPEC+ holds oil output steady, agrees capacity mechanism | Reuters+0,7%

Setelah 60 peristiwa geopolitik netral sebelumnya, Minyak Mentah (WTI) bergerak median -0,9% selama 5 sesi (43% lebih tinggi; separuh tengah -4,7% sampai +2,3%), dan -1,9% selama 20 sesi.

• 5 Apr 2026OPEC+ agrees to boost oil output when Strait of Hormuz reopens | Reuters-13,2%
• 4 Mei 2026OPEC+ crude output boost is symbolic, but it still matters | Reuters-6,3%
• 1 Jun 2026OPEC+ announces symbolic oil output rise during Strait of Hormuz closure+3,5%
• 29 Nov 2025OPEC+ holds oil output steady, agrees capacity mechanism | Reuters+2,7%
• 6 Apr 2026OPEC+ to hike crude output: Will it make a difference to oil prices? | Euronews-13,2%