Cadangan devisa Arab Saudi tembus level tertinggi sejak 2022.
Didorong lonjakan pendapatan minyak dan penerbitan utang luar negeri.
Artinya apa?
Minyak masih raja.
Likuiditas masih dikendalikan energi.
Dan negara yang pegang keran suplai, pegang napas pasar.
Dunia boleh teriak transisi energi.
Tapi saat harga minyak naik, kas negara penghasil langsung gemuk.
Realita itu dingin.
Yang naif bilang era minyak selesai.
Yang paham tahu: selama dunia masih butuh barel, kekuatan tetap di tangan produsen.
Cadangan naik bukan cuma angka.
Itu amunisi.
Stabilitas mata uang.
Daya tahan krisis.
Dan posisi tawar geopolitik.
Pasar global keras.
Yang punya energi dan likuiditas, dia yang berdiri paling lama.
Sisanya?
Cuma penonton di meja yang salah.
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