Perang Iran memicu potensi penurunan permanen dalam permintaan minyak global

Meningkatnya harga bahan bakar akibat konflik yang sedang berlangsung di Iran mendorong rumah tangga dan industri di seluruh dunia untuk mengurangi konsumsi minyak, dengan para ahli menyarankan bahwa beberapa perubahan mungkin akan bertahan lama. Badan Energi Internasional telah mencatat adanya kerusakan permintaan, memperkirakan penurunan sebesar 420.000 barel per hari pada tahun ini. Asia, yang paling terdampak oleh gangguan pasokan melalui Selat Hormuz, tengah mempercepat peralihan ke energi terbarukan dan teknologi listrik.

Sejak perang Iran dimulai pada akhir Februari, rata-rata harga bensin di Amerika Serikat telah naik di atas $4,50 per galon. Angka ini mencerminkan peningkatan sekitar 40 persen dan telah menyebabkan pengemudi Amerika membayar $45 miliar lebih banyak untuk bahan bakar dibandingkan tahun sebelumnya. Survei menunjukkan bahwa 44 persen orang dewasa di AS telah mengurangi kegiatan berkendara, dan memilih transportasi umum, berbagi tumpangan (carpooling), atau bekerja jarak jauh. Pola serupa muncul di berbagai kota mulai dari Cincinnati hingga Los Angeles, dengan peningkatan penggunaan sepeda, skuter, dan kendaraan listrik.

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Dramatic illustration of oil prices surging past $110 amid US-Israel-Iran war, depicting panicked traders, crashing markets, and fiery Persian Gulf conflict.
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Oil prices top $110 as Iran war enters second week

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Crude oil prices have climbed above $110 per barrel—up 20% in days and over 50% since the war began—as the US-Israel conflict with Iran persists into its second week, fueling fears of prolonged supply disruptions in the Persian Gulf. Asian markets tumbled, while US President Donald Trump called the spike a 'necessary sacrifice' for security.

Oil prices have surged past $90 a barrel a week after the US and Israel launched major attacks on Iran, escalating into a Middle East war. The conflict has stranded oil shipments in the Persian Gulf and damaged key facilities, disrupting supplies. Consumers globally face higher gasoline and diesel costs as a result.

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The Iran war has caused worldwide petrol price hikes, expected to accelerate global electric vehicle (EV) uptake. In China, more than half of new car sales were EVs in 2025, potentially saving US$28 billion a year in avoided oil import costs.

Two weeks into Iran's blockade of the Strait of Hormuz, oil prices have surged above $100 a barrel and natural gas costs have risen, accelerating adoption of renewable energy and electric vehicles, analysts say. Asia, the primary recipient of fuels through the strait, faces acute vulnerability.

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With Brent crude already past $100 due to prior Iranian attacks and Strait of Hormuz issues, escalating US-Iran tensions now raise worst-case fears of $200 per barrel oil prices. India's stock markets have plunged, hitting oil firms hardest, amid risks of wider deficits, rupee weakness, and inflation.

Entering its tenth day on March 9, 2026, the US-Israel-Iran war—already disrupting Middle East supplies as reported earlier—saw Brent oil spike to $120 per barrel amid Iran's 90% traffic cutoff in the Strait of Hormuz. Trump threatens escalated strikes and eases sanctions, while banks eye $150 peaks and G7 holds off on reserves.

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As the US-Israeli war with Iran enters its second week, oil prices have surged to $104-$120 per barrel amid Strait of Hormuz blockades, intensifying inflation and fuel cost fears in South Africa. With the rand at R16.90/$, analysts predict petrol above R23/litre and potential SARB rate hikes.

 

 

 

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