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Bank sentral dunia membeli 321,2 ton emas pada kuartal III 2026, naik 42 persen secara tahunan. Apa yang mendorong langkah ini?

Liputan6.com, Jakarta - Pembelian emas oleh bank sentral dunia kembali meningkat pada kuartal III 2026. World Gold Council (WGC) mencatat, bank sentral dan lembaga resmi lainnya menambah cadangan emas bersih sebanyak 321,2 ton sepanjang Juli-September 2026.

Jumlah tersebut meningkat 42 persen dibandingkan periode yang sama tahun sebelumnya. Pembelian pada kuartal III juga menjadi yang tertinggi sejak kuartal IV 2024.

Mengutip data World Gold Council, Sabtu (7/11/2026), lonjakan pembelian tersebut turut mendorong akumulasi permintaan emas bank sentral sepanjang Januari-September 2026 menjadi 675 ton. Angka ini meningkat 6 persen dibandingkan periode yang sama tahun lalu.

Menurut WGC, diversifikasi portofolio dan manajemen risiko masih menjadi pendorong utama pembelian emas oleh lembaga resmi.

Langkah tersebut menunjukkan emas tetap memiliki peran strategis dalam pengelolaan cadangan devisa dan aset bank sentral, terutama ketika ketidakpastian ekonomi dan pasar keuangan masih membayangi.

 

Alasan Bank Sentral Borong Emas

Kenaikan pembelian emas oleh bank sentral terjadi di tengah berbagai risiko yang dihadapi perekonomian global. WGC menilai kekhawatiran terhadap keberlanjutan kondisi fiskal dan inflasi turut menopang minat terhadap emas.

Selain itu, risiko geopolitik dan potensi tekanan di pasar keuangan dapat mendorong pelaku pasar mencari aset yang dinilai mampu membantu menjaga stabilitas portofolio.

Meski demikian, WGC mengingatkan bahwa pembelian emas oleh bank sentral tetap sensitif terhadap pergerakan harga. Hubungan antara harga dan permintaan tersebut belum cukup stabil untuk memastikan adanya batas bawah tertentu bagi harga emas.

Untuk periode berikutnya, WGC memperkirakan pembelian emas oleh bank sentral sepanjang 2026 setidaknya dapat menyamai realisasi 2025.

Dengan pembelian yang mencapai 675 ton hingga September, sektor bank sentral diperkirakan masih menjadi salah satu penopang penting permintaan emas global.

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