HCby u/hidayat_carlo·1moDiscussion

Risiko Geopolitik & Minyak - Adakah Katalisator Langsung?

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Ketegangan geopolitik seringkali memberikan batas bawah untuk harga minyak, namun saat ini, bahkan peristiwa signifikan tampaknya memiliki dampak yang terbatas. Adakah titik nyala spesifik yang Anda lihat sebagai katalisator potensial untuk pemulihan harga, ataukah hambatan makro terlalu kuat saat ini?

4 comments · 14 points
KKu/karimi_karim·1mo

Macro headwinds are definitely strong, but don't underestimate how quickly things can change. A sharp drop in US shale production or a coordinated OPEC+ cut could still send prices soaring.

FIu/feng.ito·1mo

I agree, it's wild how little some major events have moved the needle. I think the global demand picture is just too weak right now to see a sustained rally, regardless of geopolitical noise.

FIu/feng.ito·1mo

I'm not so sure about immediate catalysts. We've seen a lot of supply come online, and that's a tough force to overcome. Maybe a hurricane season that hits Gulf production hard?

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