IMA-Daily Update Page 1
TABLE OF CONTENTS
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Realization of Domestic Coal Uptake in the First Quarter Reached 31.53 Million Tons
Realisasi Serapan Batu bara Dalam Negeri Kuartal I Mencapai 31,53 Juta Ton
Facing Corona, Adaro Energy (ADRO) continues to complete PLTU project this year
Corona menghadang, Adaro Energy (ADRO) tetap tuntaskan proyek PLTU di tahun ini
Energy Commodities: Coal is the Most Stable Amidst Instability Komoditas Energi: Batu Bara Paling Stabil di Tengah
Ketidakstabilan
Decreased 5% This Week, Coal Prices Lowest Since 2016 Anjlok 5% di Pekan Ini, Harga Batu Bara Terendah Sejak 2016
Corona's exposed coal business, Samindo Resources (MYOH) is aggressively seeking new contracts
Bisnis batubara terpapar corona, Samindo Resources (MYOH) gencar cari kontrak baru
Minister of EMR Calls for Solidarity Together with Covid-19 at the G20 Forum
Menteri ESDM Serukan Solidaritas Bersama Hadapi Covid-19 di Forum G20
Trinitan Metals (PURE) Succeeds in Printing High-Grade Nickel, What's the Secret?
Trinitan Metals (PURE) Berhasil Cetak Nikel Kadar Tinggi, Apa Rahasianya?
This strategy of Harum Energy (HRUM) survives amid the coal market turmoil
Ini strategi Harum Energy (HRUM) bertahan di tengah gejolak pasar batubara
Affected by Corona, Aluminum Prices Fall to Lowest Level Since March 2016
Terdampak Corona, Harga Aluminium Jatuh ke Level Terendah Sejak Maret 2016
Dunia Energi
Kontan
Bisnis
CNBC Indonesia
Kontan
Investor Daily
Bisnis
Kontan
Bisnis
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IMA-Daily Update Page 2
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This is the fate of coal whose price dropped 5% last week Begini Nasib Batu Bara yang Harganya Anjlok 5% Pekan Lalu Global coal production will grow this year despite covid-19 China’s ‘green zone’ coal price tested as virus fight continues Glencore copper mine in Congo sends 350 contractors home Covid-19: Vale extends care and maintenance at Voisey’s Bay in Canada
Norilsk Nickel says it is entering new era of real-time mine control and connectivity
CNBC Indonesia
Mining.com Mining Weekly Reuters
Mining Technology
Int’l Mining
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27 28 29 30
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IMA-Daily Update Page 3
Realization of Domestic Coal Uptake in the First Quarter Reached 31.53 Million Tons
Rio Indrawan
T HE MINISTRY of Energy and Mineral Resources (ESDM) is optimistic that domestic coal needs will be met from national production, although there is a tendency to decrease demand as a result of slowing industrial operations due to the Corona or Covid-19 virus pandemic.
Agung Pribadi, Head of the Communication and Public Communication and Cooperation (KLIK) Bureau of the Ministry of ESDM said that until the first quarter national coal production reached 143 million tons while the realization of the Domestic Market Obligation (DMO) reached 31.53 million tons or 20% from the DMO target for 2020.
"The existence of the Covid-19 pandemic has indeed made coal demand from industry fall. But, this realization can cover domestic needs," Agung said, Thursday (9/4).
Coal DMO realization, Agung explained, consisted of supplying electricity (State Electric Company/PLN) of 25.6 million tons. The domestic coal needs for the general non-electricity sector reached 5.93 million tons. Even though it is still under the DMO, it guarantees that there is no shortage of supply either for industry or PLN. "This can still cover the needs of PLN and general non-electricity," Agung said.
The government has targeted 155 million tons of DMO coal this year with a production target of 550 million tons this year. Agung explained,…
Realisasi Serapan Batu bara Dalam Negeri Kuartal I Mencapai 31,53 Juta Ton
Rio Indrawan
K EMENTERIAN Energi dan Sumber Daya Minera (ESDM) optimis kebutuhan batu bara dalam negeri akan terpenuhi dari produksi nasional, meskipun ada kecen- derungan penurunan permintaan sebagai dampak melambatnya pengoperasian industri akibat pandemi virus Corona atau Covid-19.
Agung Pribadi, Kepala Biro Komunikasi, Layanan Komunikasi Publik dan Kerja Sama (KLIK) Kementerian ESDM menyatakan hingga kuartal I produksi batu bara nasional mencapai 143 juta ton sementata realisasi Domestic Market Obligation (DMO) hingga kuartal I mencapai 31,53 juta ton atau 20% dari target DMO tahun 2020.
“Adanya pandemi Covid-19 memang mem- buat permintaan batu bara dari industri turun. Tapi, realisasi tersebut sudah bisa menutupi kebutuhan domestik,” kata Agung, Kamis (9/4).
Realisasi DMO Batubara tersebut, rinci Agung, terdiri atas penyediaan tenaga listrik (Perusahaan Listrik Negara/PLN) sebesar 25,6 juta ton. Adapun kebutuhan batubara domestik untuk sektor non kelistrikan umum mencapai 5,93 juta ton.
Meski masih dibawah DMO tapi ia menjamin tidak ada kekurangan pasokan baik untuk industri ataupun PLN. “Ini masih bisa mengcover kebutuhan PLN dan non kelistrikan umum,” ujar Agung.
Pemerintah telah menargetkan jumlah DMO
batubara di tahun ini sebesar 155 juta ton
dengan target produksi tahun ini mencapai
550 juta ton. Agung menjelaskan,…
IMA-Daily Update Page 4
Agung explained, the threat of a decline in coal prices in the global market began to affect coal production and sales in the country. "If the Covid-19 pandemic continues, domestic coal demand is expected to fall by around 5%," Agung said.
The government has set a coal selling price for general electricity of US$ 70 per ton in 2020. Meanwhile, the selling price of coal for other industries in the country refers to the Reference Coal Price (HBA) set by the government every month. "The April HBA is set at US$ 65.77 per ton or down US$
1.31 per ton from the previous month at US$ 67.08 per ton," explained Agung.
Although there is potential for a decline in demand, the government said Agung continues to maintain the supply of coal for various industries in the country can be met from domestic production, even in the midst of a pandemic. "This is because coal production is still in accordance with the plan set so that supply is maintained," said Agung. ◆
Agung menjelaskan, ancaman penurunan harga batu bara di pasar global mulai mem- pengaruhi produksi dan penjualan batu bara di dalam negeri. “Apabila pandemic Covid-19 masih berlanjut, maka permintaan batubara domestik diperkirakan turun sekitar 5%,”
ujar Agung.
Pemerintah telah menetapkan harga jual batubara untuk kelistrikan umum sebesar US$70 per ton di tahun 2020. Sedangkan, harga jual batu bara untuk industri lain di dalam negeri mengacu pada Harga Batu bara Acuan (HBA) yang ditetapkan pemerintah setiap bulan. “HBA April ditetapkan sebesar US$65,77 per ton atau turun US$1,31 per ton dari bulan sebelumnya US$67,08 per ton,”
jelas Agung.
Meski ada potensi penurunan permintaan, pemerintah kata Agung tetap menjaga pasokan batu bara untuk berbagai industri di dalam negeri dapat terpenuhi dari produksi dalam negeri, meski di tengah pandemi. “Hal ini mengingat produksi batu bara masih sesuai dengan rencana yang ditetapkan sehingga pasokan tetap terjaga,”
kata Agung. ◆
Facing Corona, Adaro Energy (ADRO) continues to complete
PLTU project this year
Reporter: Dimas Andi | Editor: Wahyu T.
Rahmawati
T HE COAL mining company PT Adaro Energy Tbk (ADRO) is optimistic it can operate commercially the Bhimasena Power Indonesia (BPI) steam power plant (PLTU) this year.
Corona menghadang, Adaro Energy (ADRO) tetap tuntaskan
proyek PLTU di tahun ini
Reporter: Dimas Andi | Editor: Wahyu T.
Rahmawati
P ERUSAHAAN tambang batubara PT
Adaro Energy Tbk (ADRO) optimistis dapat
mengoperasikan secara komersial
pembangkit listrik tenaga uap (PLTU)
Bhimasena Power Indonesia (BPI) pada
tahun ini.
IMA-Daily Update Page 5
Adaro Energy's Head of Corporate Communications Febriati Nadira said, until the end of 2019, the development of the 2 x 1,000 megawatt (MW) PLTU project had reached 91.8%. ADRO's management also continues to target the project to be completed this year regardless of the distribution of Corona.
The power plant, located in Batang, Central Java, is managed by PT Bhimasena Power Indonesia (BPI). Note Kontan.co.id, this company is in the form of a consortium company between PT Adaro Power, Electric Power Development Co. Ltd, and Itochu Corporation. This project also cost an investment of US$ 4.2 billion.
Febriati said, in order to minimize the impact of corona, currently the BPI continues to coordinate intensively with the engineering, procurement and construction (EPC) contractor as the executor of the Bhimasena power plant construction.
"The coordination is to prepare preventive measures and business continuity plans to minimize and mitigate Covid-19 risk to the project," she explained, Thursday (9/4).
Although not yet explained in detail, Febriati believes the Bhimasena PLTU project will have a positive impact on ADRO's overall revenue and profit.
For information, the Bhimasena power plant requires around 1 million tons of coal per year. Later, ADRO's subsidiary in the coal mining sector, PT Adaro Indonesia, will supply coal to the PLTU.
In addition, Febriati also ensured that the Tanjung Power Indonesia (TPI) power plant located in Tanjung, South Kalimantan, had not been affected by the distribution of corona and was still operating normally. The power plant has been completed in September 2019 for unit I and December 2019 for unit II.
Head of Corporate Communications Adaro Energy Febriati Nadira mengatakan, hingga akhir tahun 2019 lalu, perkembangan proyek PLTU berkapasitas 2x1.000 megawatt (MW) tersebut telah mencapai 91,8%. Manajemen ADRO pun tetap menargetkan proyek tersebut dapat segera selesai di tahun ini terlepas dari penyebaran corona.
PLTU yang berlokasi di Kabupaten Batang, Jawa Tengah tersebut dikelola oleh PT Bhimasena Power Indonesia (BPI). Catatan Kontan.co.id, perusahaan ini berbentuk per- usahaan konsorsium antara PT Adaro Power, Electric Power Development Co Ltd, dan Itochu Corporation. Proyek ini pun menelan biaya investasi senilai US$ 4,2 miliar.
Febriati bilang, guna meminimalisasi dampak corona, saat ini pihak BPI terus ber- koordinasi secara intensif dengan kontraktor engineering, procurement, and construction (EPC) sebagai pelaksana pembangunan PLTU Bhimasena.
"Koordinasi tersebut untuk mempersiapkan tindakan-tindakan preventif serta rencana keberlanjutan bisnis untuk meminimalisir dan memitigasi risiko Covid-19 terhadap proyek," terang dia, Kamis (9/4).
Walau belum dijelaskan secara rinci, Febriati yakin proyek PLTU Bhimasena akan mem- beri dampak positif bagi pendapatan dan laba ADRO secara keseluruhan.
Sebagai informasi, PLTU Bhimasena mem- butuhkan sekitar 1 juta ton batubara per tahun. Nantinya anak usaha ADRO di bidang tambang batubara, yakni PT Adaro Indonesia, akan memasok kebutuhan batu- bara untuk PLTU tersebut.
Di samping itu, Febriati juga memastikan,
PLTU Tanjung Power Indonesia (TPI) yang
terletak di Tanjung, Kalimantan Selatan,
belum terdampak penyebaran corona dan
masih beroperasi normal. PLTU ini telah
selesai pembangunannya pada September
2019 untuk unit I dan Desember 2019 untuk
unit II.
IMA-Daily Update Page 6
However, on the other hand, preventive measures are still being taken so that operational activities in the 2x100 MW power plant capacity are not disrupted. "In anticipation, TPI has prepared a crisis management plan well if bad conditions occur," she said.
Just so you know, since the TPI PLTU Unit I was operational, this plant was able to maintain high operational performance and achieved 99.6% actual availability factors on average until December last year. The annual coal consumption of the TPI power plant is 1 million tons, all of which are supplied by ADRO from its closest concessions. ◆
Namun, di sisi lain, tindakan-tindakan preventif tetap dilakukan agar kegiatan operasional di PLTU berkapasitas 2x100 MW tersebut tidak terganggu. "Sebagai antisipasi, TPI telah mempersiapkan langkah crisis management plan dengan baik apabila kondisi buruk terjadi," ujar dia.
Asal tahu saja, sejak Unit I PLTU TPI ber- operasi, pembangkit ini mampu mem- pertahankan kinerja operasionalnya yang tinggi dan mencapai 99,6% availability factors aktual secara rata-rata hingga Desember tahun lalu. Konsumsi batubara tahunan PLTU TPI adalah 1 juta ton yang seluruhnya dipasok ADRO dari konsensinya yang terdekat. ◆
Energy Commodities: Coal is the Most Stable Amidst Instability
Finna U. Ulfah
D ESPITE fluctuating movements through- out the year 2020, coal prices have managed to move relatively stable compared to other energy commodities amid the COVID-19 pandemic sentiment.
Capital Futures analyst Wahyu Laksono said that so far all commodities ranging from copper to coal experienced a weakening trend due to the spread of Covid-19 sentiment which weakened demand.
However, coal managed to move quite stable and did not fall deep enough among other energy commodities. He saw the demand for coal able to survive did not decrease significantly despite the sentiment spread covid-19.
Komoditas Energi: Batubara Paling Stabil di Tengah Ketidakstabilan
Finna U. Ulfah
K ENDATI pergerakan cukup fluktuatif sepanjang tahun berjalan 2020, harga batu bara berhasil bergerak relatif stabil dibandingkan dengan komoditas energi lainnya di tengah sentimen pandemi COVID-19.
Analis Capital Futures Wahyu Laksono mengatakan bahwa sejauh ini semua komoditas mulai dari tembaga hingga batu bara mengalami tren pelemahan akibat sentimen penyebaran Covid-19 yang melemahkan permintaan.
Namun, batu bara berhasil bergerak cukup
stabil dan tidak jatuh cukup dalam di
antara komoditas energi lainnya. Dia
melihat permintaan batu bara mampu
bertahan tidak turun signifikan meskipun
terdapat sentimen penyebaran covid-19.
IMA-Daily Update Page 7
Throughout the year 2020, Newcastle coal prices for the most active contracts on the ICE exchange fell 9.4 percent. When compared with other energy commodities, WTI type oil has been corrected by 63.1 percent and the price of natural gas on the Nymex exchange has been corrected by 20.72 percent year-to-date.
Thus, the performance of coal does not seem as severe as the energy commodity market has expected. Wahyu also assessed that coal prices are still able to survive in a price range that is still at a reasonable level.
At the close of trading on Thursday (9/4/2020), the coal price of the April 2020 contract or the most active contract on the ICE exchange parked at the level of US$
63.6 per ton, up 1.52 percent. However, that level became the lowest level of coal since June 2017.
"The price is still in the range of US$ 60 per ton which is the annual acquisition price since coal has rebounded from its slump in 2016. The current coal price is still very reasonable, not severe," Wahyu told Bisnis.com, Thursday (9/4/2020).
Meanwhile, the widespread spread of Covid-19 to many countries outside China has triggered lockdowns in several countries, including large coal producing countries such as China and South Africa.
As a result, production is stuck and limits the supply that will enter the market.
The supply pressure is considered successful in offsetting the prospect of weak demand in line with the projected decline in global economic growth due to Covid-19 sentiment.
In addition, major coal importers such as China, Japan, South Korea and Taiwan have successfully overcome the Covid-19 outbreak so that the prospect of demand is believed not to be hit hard enough and will help prices to move more stable.
Sepanjang tahun berjalan 2020, harga batu bara Newcastle untuk kontrak teraktif di bursa ICE terkoreksi 9,4 persen. Jika di- bandingkan dengan komoditas energi lain- nya, minyak jenis WTI telah terkoreksi hingga 63,1 persen dan harga gas alam di bursa Nymex terkoreksi hingga 20,72 persen secara year to date.
Dengan demikian, kinerja batu bara terlihat tidak separah yang diekspektasikan pasar komoditas energi. Wahyu pun menilai harga batu bara masih mampu bertahan di kisaran harga yang masih berada di level wajar.
Pada penutupan perdagangan Kamis (9/4/2020), harga batu bara kontrak April 2020 atau kontrak teraktif di bursa ICE parkir di level US$63,6 per ton, menguat 1,52 persen. Namun, level itu menjadi level terendah batu bara sejak Juni 2017.
“Harga masih di kisaran US$60 per ton yang merupakan harga perolehan tahunan sejak batu bara berhasil rebound dari keter- purukannya pada 2016. Harga batu bara saat ini masih sangat wajar, tidak parah,”
ujar Wahyu kepada Bisnis.com, Kamis (9/4/2020).
Adapun, meluasnya penyebaran Covid-19 hingga ke banyak negara di luar China telah memicu aksi lockdown di beberapa negara, termasuk negara produsen batu bara besar seperti China dan Afrika Selatan. Akibatnya, produksi tertahan dan membatasi pasokan yang akan masuk ke pasar.
Tekanan pasokan tersebutlah yang dinilai berhasil mengimbangi prospek pelemahan permintaan seiring dengan proyeksi penurunan pertumbuhan ekonomi global akibat sentimen Covid-19.
Selain itu, importir batu bara utama seperti
China, Jepang, Korea Selatan, dan Taiwan telah
berhasil mengatasi wabah Covid-19 sehingga
prospek permintaan diyakini tidak akan
terhantam cukup keras dan akan membantu
harga untuk bergerak lebih stabil.
IMA-Daily Update Page 8
Citing estimates from the Swiss UBS Bank, China's coal consumption has now returned around 94 percent from its position last year.
Meanwhile, according to the China Coal Transportation and Distribution Association the use of coal by power plants from China's five major utilities reached 488,800 tons in the last week of March 2020, more than double the lowest level on February 10.
Huatai Futures analyst Wang Miao said that China had burned more coal after the local government imposed social restrictions to prevent the spread of Covid- 19. The burning activity is another signal that the first country hit by the Covid-19 outbreak will soon return to normal levels.
"If coal burning data can hold above current levels and continue to increase, then it shows China is starting to return to normal and helps coal prices which are in a weakening trend," Wang Miao said as quoted by Bloomberg, Sunday (12/4/
2020).
Meanwhile, on a weekly basis, Wahyu projects coal to move in the range of US$
63-US$ 70 per ton, while in the medium term the price of coal moves in the range of US$ 60-US$ 75 per ton.
Mengutip perkiraan Bank UBS Swiss, konsumsi batu bara China saat ini telah kembali sekitar 94 persen dari posisinya tahun lalu.
Sementara itu, menurut Asosiasi Trans- portasi dan Distribusi Batu Bara China penggunaan batu bara oleh pembangkit listrik dari lima utilitas utama China men- capai 488.800 ton pada pekan terakhir Maret 2020, lebih dari dua kali lipat dibandingkan dengan level terendahnya pada 10 Februari.
Analis Huatai Futures Wang Miao mengatakan bahwa China telah membakar lebih banyak batu bara pasca pemerintah setempat menerapkan pembatasan sosial untuk mencegah penyebaran Covid-19.
Aktivitas pembakaran tersebut menjadi sinyal lain bahwa negara pertama yang dilanda wabah Covid-19 akan segera kembali ke tingkat normal.
"Jika data pembakaran batu bara dapat bertahan di atas level saat ini dan terus meningkat, maka itu menunjukkan China mulai kembali normal dan membantu harga batu bara yang berada dalam tren pelemahan," ujar Wang Miao seperti dikutip dari Bloomberg, Minggu (12/4/
2020).
Adapun, secara mingguan, Wahyu mem- proyeksi batu bara bergerak di kisaran US$63-US$70 per ton, sedangkan untuk jangka menengah harga batu bara ber- gerak di kisaran US$60-US$75 per ton.
Average Energy Commodity Prices for Q1/2020
Comodities January February March
Coal (US$/ tonne) 69,7 67,6 66,1
WTI Oil (US$/ barrel) 57,5 50,5 29,9
Natural Gas (US$/ mmbtu) 2,03 1,92 1,79
Source: World Bank Commodities Price Data (The Pink Sheet), April 2020
IMA-Daily Update Page 9
Commodities Price* YTD Movement
Coal (US$/ tonne) 63,6 -9,4%
WTI Oil (US$/ barrel) 22,76 -63,1%
Natural Gas (US$/ mmbtu) 1,73 -20,72%
Note: * At the close of trading on Thursday 9 April 2020
Source: Bloomberg, Editor : HafiyyanDecreased 5% This Week, Coal Prices Lowest Since 2016
Putu Agus Pransuamitra, CNBC Indonesia
C OAL prices have fallen sharply again this week, reaching the lowest level since 2016.
The Covid-19 pandemic is one of the main triggers for the collapse of commodity prices.
In four trading days (a Good Friday holiday day) Newcastle thermal coal prices continued to decline 5.04% to as low as US$ 59.4 per ton, based on Refinitiv data.
This level is the lowest since July 6, 2016.
Covid-19 pandemic which "attacked" 185 countries/territories led many countries to adopt a regional quarantine policy (lock- down) which reduced economic activity so that coal demand declined.
China, the country that first reported Covid-19, has "won" against the virus. Its distribution has been successfully stopped and economic activity has begun to run again. But it still has not been able to restore all coal imports as before.
China's coal imports in the first week of April 2020 totaled 3.3 million tons. Lower than the same period last year of 4.6 million tons.
Anjlok 5% di Pekan Ini, Harga Batu Bara Terendah Sejak 2016
Putu Agus Pransuamitra, CNBC Indonesia
H ARGA batu bara merosot tajam lagi di pekan ini, hingga menyentuh level terendah sejak 2016. Pandemi Covid-19 menjadi salah satu pemicu utama amblesnya harga komoditas itu.
Dalam empat hari perdagangan (sehari libur Jumat Agun g) har ga batu bara termal Newcastle terus mengalami penurunan 5,04%
ke levelUS$ 59,4 per ton, berdasarkan data Refinitiv. Level tersebut merupakan yang terendah sejak 6 Juli 2016.
Pandemi Covi d-19 yang "men yeran g"
185 negara/wilayah membuat banyak negara mengambil kebijakan karantina wilayah (lock- down) yang menurunkan aktivitas ekonomi sehingga permintaan batu bara menurun.
China, negara yang pertama kali melaporkan Covid-19, sudah "menang" melawan virus tersebut. Penyebarannya sudah berhasil di- hentikan dan aktivitas ekonomi mulai kembali berjalan. Tetapi tetap saja belum mampu memulihkan semua impor batu bara seperti semula.
Impor batu bara China pada pekan pertama bulan April 2020 total mencapai 3,3 juta ton.
Lebih rendah dari periode yang sama tahun
lalu sebesar 4,6 juta ton.
IMA-Daily Update Page 10
Meanwhile, in India which is in a lock- down, coal imports have also declined.
India imported 1.4 million tons of coal in the first week of April. Much lower than the previous same period of 4.8 million tons.
In addition, Australian thermal coal which has a calorific value of 6,000 Kcal/Kg, is widely exported to countries such as Japan, South Korea and Taiwan. However, in the first week of April, coal import anomalies occurred in these countries.
Based on Refinitiv data, from the end of March to Wednesday (04/08/2020), South Korean and Japanese thermal coal imports were 0.9 and 1.7 million tons, respectively.
This figure is lower compared to 2.7 and 3.2 million tons imported during the same period last year in each country.
In recent months, coal demand in the two countries has tended to be low and not as common.
The weakening of coal demand is due to winter which tends to be warmer than usual, and political efforts to combat carbon emissions.
From a political standpoint, Mizuho share- holders groups from Japan and Europe continue to pressure the financial institution to significantly reduce its lending to the coal and other fossil energy sectors.
Kiko Network, a Japanese non-govern- mental organization that led the resolution, described Mizuho as the world's largest private creditor for coal-fired power plant developers.
Mizuho said that currently his office was working to reduce the impact of environmental disbursement due to lending to the fossil energy sector and continue to try to be fair.
Sementara itu, di India yang sedang dalam kondisi lockdown, impor batu bara juga mengalami penurunan. India mengimpor 1,4 juta ton batu bara pada minggu pertama April. Jauh lebih rendah dari periode yang sama sebelumnya sebesar 4,8 juta ton.
Selain itu, batu bara termal Australia yang memiliki nilai kalori 6.000 Kcal/Kg, banyak diekspor ke negara-negara seperti Jepang, Korea Selatan dan Taiwan. Namun pada pekan pertama bulan April, terjadi anomali impor batu bara di negara-negara tersebut.
Berdasarkan data Refinitiv, sejak akhir Maret hingga Rabu (8/4/2020), impor batu bara termal Korea Selatan dan Jepang masing- masing sebesar 0,9 dan 1,7 juta ton. Angka tersebut lebih rendah dibandingkan dengan 2,7 dan 3,2 juta ton yang diimpor selama periode yang sama tahun lalu di masing- masing negara.
Dalam beberapa bulan terakhir, permintaan batu bara di kedua negara tersebut cende- rung rendah dan tak seperti pada umumnya.
Pelemahan permintaan batu bara dikarena- kan musim dingin yang cenderung lebih hangat dari biasanya, dan upaya politik untuk memerangi emisi karbon.
Dari sisi politis, kelompok pemegang saham Mizuho dari Jepang dan Eropa terus menekan lembaga keuangan tersebut mengurangi penyaluran kreditnya untuk sektor batu bara dan energi fosil lainnya secara signifikan.
Kiko Network, sebuah organisasi non- pemerintah Jepang yang memimpin resolusi tersebut, menggambarkan Mizuho sebagai kreditur swasta terbesar di dunia bagi pengembang pembangkit listrik tenaga batu bara.
Mizuho mengatakan saat ini pihaknya sedang
bekerja untuk mengurangi dampak penya-
luran lingkungan akibat penyaluran kredit ke
sektor energi fosil dan terus berupaya ber-
sikap adil.
IMA-Daily Update Page 11
Tokyo in 2015 is committed to cutting greenhouse gas emissions by 26% by 2030 from 2013 levels - this is a low target. But on the other hand, the government continues to finance overseas coal-fired power projects in countries such as Indonesia and Vietnam.
Japan even plans to build as many as 22 new coal-fired power plants over the next five years, the New York Times reported in February, as reported by Reuters.
Japan's reluctance to stop using coal, even when other countries turn to renewable energy, can be traced back to the 2011 Fukushima disaster. At that time, three reactors at the Daiichi nuclear power plant melted after the earthquake and tsunami struck the facility.
Since then, nuclear energy, which once supplied about a third of Japan's electricity, has become very unpopular. The country's geographical constraints make the rapid transition to renewable energy difficult.
Data from the Institute of Energy Economics in Tokyo shows fossil fuels produce three-quarters of Japan's energy in 2019.
This is clearly a big dilemma. Moreover, the proposal comes when citizens are more worried about a pandemic and recession than climate change.
However this pressure is also felt by the coal market because it is a threat to the long-term prospects of coal.
(pap/miq)Tokyo pada 2015 berkomitmen untuk memangkas emisi gas rumah kaca sebesar 26% pada tahun 2030 dari level 2013 - ini merupakan target yang rendah. Namun di sisi lain, pemerintah terus membiayai proyek pembangkit listrik tenaga batu bara di luar negeri di negara-negara seperti Indonesia dan Vietnam.
Jepang bahkan berencana untuk mem- bangun sebanyak 22 pembangkit listrik tenaga batu bara baru selama lima tahun ke depan, New York Times melaporkan pada bulan Februari, seperti yang di- wartakan Reuters.
Keengganan Jepang untuk berhenti meng- gunakan batu bara, bahkan ketika negara lain beralih ke energi terbarukan, dapat ditelusuri kembali ke bencana Fukushima 2011. Saat itu, tiga reaktor di pembangkit listrik tenaga nuklir Daiichi mencair setelah gempa bumi dan tsunami melanda fasilitas itu.
Sejak itu, energi nuklir, yang pernah memasok sekitar sepertiga dari listrik Jepang menjadi sangat tidak populer.
Kendala geografis negara ini membuat peralihan cepat ke energi terbarukan menjadi sulit. Data dari Institut Ekonomi Energi di Tokyo menunjukkan bahan bakar fosil menghasilkan tiga perempat energi Jepang pada 2019.
Jelas ini merupakan dilema besar. Apalagi, usulan tersebut datang saat warga negara lebih khawatir tentang pandemi dan resesi daripada perubahan iklim.
Bagaimanapun juga tekanan ini juga turut
dirasakan oleh pasar batu bara karena
menjadi ancaman bagi prospek batu bara
jangka panjang.
(pap/miq)IMA-Daily Update Page 12
Corona's exposed coal business, Samindo Resources (MYOH) is
aggressively seeking new contracts
Reporter: Ridwan Nanda Mulyana | Editor:
Khomarul Hidayat
T HE CORONA pandemic (Covid-19) hit percenomians. The business sector is depressed, including coal mining. However, in the midst of these conditions, the mining services issuer PT Samindo Resources Tbk (MYOH) continues to intensively approach it so that it can pocket a new contract.
MYOH Head of Investor Relations Ahmad Zaki Natsir revealed, despite the pandemic pressure, his side remained optimistic that it could expand market share. Zaki said, MYOH was focusing on finding new contracts.
Moreover, the contract with Bayan Group was completed as of November 2019.
"Bayan's contract has been completed as of November 2019, currently we are focusing on finding a new contract. We hope that Corona will pass quickly so we can be more aggressive in making approaches," Zaki said when contacted by Kontan.co.id, Thursday (9/4).
Unfortunately, Zaki still hasn't provided any leakage, the number or which companies are being targeted by MYOH. What is clear is that MYOH's work is still based on contracts from PT Kideco Jaya Agung, a coal company from the Indika Group.
In Kontan.co.id's notes, PT Kideco Jaya Agung is the only customer who has a transaction value of more than 10% of the consolidated revenue, which is US $ 239.14 million or almost 94% of MYOH's total revenue in 2019.
Bisnis batubara terpapar corona, Samindo Resources (MYOH)
gencar cari kontrak baru
Reporter: Ridwan Nanda Mulyana | Editor:
Khomarul Hidayat
P ANDEMI corona (Covid-19) memukul per- ekenomian. Sektor b isnis ter tekan, tak terkecuali untuk pertambangan batubara.
Namun, di tengah kondisi itu, emiten jasa pertambangan PT Samindo Resources Tbk (MYOH) tetap intensif melakukan pendekatan supaya bisa mengantongi kontrak baru.
Kepala Hubungan Investor MYOH Ahmad Zaki Natsir mengungkapkan, meski di tengah tekanan pandemi, pihaknya tetap optimistis bisa memperluas pangsa pasar. Zaki bilang, MYOH sedang fokus mencari kontrak baru.
Terlebih, kontrak bersama Bayan Group sudah selesai per November 2019 lalu.
"Kontrak Bayan sudah selesai per November 2019, saat ini kami sedang fokus cari kontrak baru. Kami berharap Corona ini cepat berlalu agar kami bisa lebih agresif melakukan pendekatan-pendekatan," kata Zaki saat di- hubungi Kontan.co.id, Kamis (9/4).
Sayangnya, Zaki masih belum memberikan bocoran, jumlah atau perusahaan mana saja yang sedang dibidik MYOH. Yang jelas, saat ini pekerjaan MYOH masih bertumpu pada kontrak dari PT Kideco Jaya Agung, per- usahaan batubara dari Indika Group.
Dalam catatan Kontan.co.id, PT Kideco Jaya Agung menjadi satu-satunya pelanggan yang memiliki nilai transaksi lebih dari 10% dari pendapatan konsolidasian, yakni US$ 239,14 juta atau hampir 94% dari total pendapatan MYOH pada 2019.
Related to operational performance, Zaki
ensures that activities on the ground are
IMA-Daily Update Page 13
still ongoing. However, he did not deny that Covid-19 was an obstacle. Work protocols to prevent the spread of Covid-19 were carried out, for example by carrying out a mandatory quarantine for 14 days for people who had just arrived from the red zone or areas that were many positive cases of Covid-19.
"If the impact of Corona all sectors must feel. From the operational there must be restrictions, at the mine our client activity is still running," said Zaki.
He conveyed, export activities did not stop.
According to Zaki, the condition of China which is recovering from Corona has the potential to increase coal demand from the Bamboo Curtain country.
Related to the pressure on the market and coal prices, Zaki said that this did not have a direct impact on MYOH. However, if the client reduces production or coal mining activities, MYOH will be affected.
"Directly it has no effect. But if prices are low, client production is low, our targets are low too, that's more or less the relationship," explained Zaki.
By reflecting on the market conditions and coal prices in the first quarter of this year, Zaki also agreed that 2020 would be a challenging year for MYOH. Moreover, coal export destination countries such as China and India were also affected by Corona.
Therefore, continued Zaki, up to now MYOH has not set detailed operational and financial performance targets. Zaki said, his party is still negotiating and finalizing with clients who contract with MYOH.
"The problem is the target, the 2020 data is still not there. The negotiation process with the client is still ongoing," he said.
Terkait dengan kinerja operasional, Zaki memastikan bahwa aktivitas di lapangan masih berjalan. Namun, ia tak menampik bahwa Covid-19 menjadi hambatan. Protokol kerja untuk mencegah penyebaran Covid-19 pun dilakukan, misalnya dengan melakukan karantina mandisi selama 14 hari bagi orang yang baru datang dari zona merah atau wilayah yang banyak kasus positif Covid-19.
"Kalau dampak Corona semua sektor pasti merasakan. Dari operasional pasti ada pem- batasan, di tambang klien kami aktivitas masih berjalan," ungkap Zaki.
Ia menyampaikan, aktivitas ekspor pun tidak berhenti. Menurut Zaki, kondisi China yang mulai pulih dari Corona berpotensi untuk meningkatkan permintaan batubara dari Negeri Tirai Bambu tersebut.
Terkait dengan tekanan terhadap pasar dan harga batubara, Zaki menyebut bahwa hal tersebut tidak berdampak secara langsung terhadap MYOH. Hanya saja, jika klien sampai menurunkan produksi atau aktivitas pertam- bangan batubara, maka MYOH akan terkena imbasnya.
"Secara langsung tidak berpengaruh. Tapi kalau harga rendah, produksi klien rendah, target kami rendah juga, itu kurang lebih hubungannya," terang Zaki.
Dengan bercermin terhadap kondisi pasar dan harga batubara di Triwulan I tahun ini, Zaki pun mengamini bahwa 2020 menjadi tahun yang menantang bagi MYOH. Apalagi, negara- negara tujuan ekspor batubara seperti China dan India juga terkena imbas Corona.
Oleh sebab itu, sambung Zaki, hingga saat ini MYOH belum menetapkan secara detail target kinerja operasional maupun keuangan. Zaki bilang, pihaknya masih melakukan negosiasi dan finalisasi bersama klien yang berkontrak dengan MYOH.
"Masalah target, data 2020 masih belum ada.
Proses negosiasi dengan klien masih ber-
jalan," ungkapnya.
IMA-Daily Update Page 14
What is clear, said Zaki, seeing that the pandemic is like now, it will set targets more realistic than last year. "I think we will be more realistic, given the many obstacles since the beginning of 2020," he continued.
Likewise with investment or capital expenditure (capex). Zaki said it would not be as aggressive as the past two years, so it would focus more on optimizing equip- ment and dump trucks purchased last year.
"Over the last two years we have realized more than US$ 25 million, it feels quite a lot that we have spent. So we will optimize the previous purchases," he said.
In Kontan.co.id's notes, MYOH bought 10 dump trucks last year with a budget of US$
14.5 million. During 2019, MYOH recorded a volume of overburden or overburden of 55.2 million bank cubic meters (bcm).
The number increased 1.09% on an annual basis (yoy) compared to the previous year's achievement. Meanwhile, the volume of coal taking MYOH also grew 13.49% yoy to 11.1 million tons last year.
With that achievement, MYOH posted revenues of US$ 254.45 million, up 5.5%
from revenues in 2018. However, MYOH only pocketed profit attributable to the owners of the parent entity amounting to US$ 26.07 million. This realization was down 15.62% from the 2018 net profit which reached US$ 30.89 million.
In the midst of pressure in the coal mining industry, Zaki said that MYOH continued to pursue business diversification into the Independent Power Producer (IPP) sector or the private electricity business.
He said, MYOH would focus on IPP based on New and Renewable Energy (EBT).
According to Zaki,…
Yang jelas, kata Zaki, melihat kondisi pandemi seperi sekarnag, pihaknya akan mematok target lebih realistis dibanding tahun lalu.
"Rasanya kami akan lebih realistis, mengingat banyaknya hambatan sejak awal tahun 2020 ini," sambungnya.
Begitu juga dengan investasi atau belanja modal (capital expenditure/capex). Zaki bilang, pihaknya tidak akan seagresif dua tahun belakangan, sehingga akan lebih fokus untuk mengoptimalkan peralatan dan dump truck yang dibeli pada tahun lalu.
"Selama dua tahun terakhir kami sudah me- realisasikan lebih dari US$ 25 juta, rasanya cukup lumayan banyak yang kami sudah keluarkan. Jadi kami akan optimalkan dulu pembelian yang lalu," ungkapnya.
Dalam catatan Kontan.co.id, tahun lalu MYOH telah membeli 10 unit dump truck dengan anggaran senilai US$ 14,5 juta. Sepanjang 2019, MYOH membukukan volume pengupasan lapisan batuan penutup atau overburden sebesar 55,2 juta bank cubic meter (bcm).
Angak itu naik 1,09% secara tahunan (yoy) dibandingkan raihan tahun sebelumnya.
Sementara itu, volume pengambilan batubara atau coal getting MYOH juga tumbuh 13,49%
yoy menjadi 11,1 juta ton di tahun lalu.
Dengan raihan itu, MYOH membukukan pendapatan US$ 254,45 juta atau naik 5,5%
dari pendapatan pada 2018. Namun, MYOH hanya mengantongi laba yang dapat di- atribusikan kepada pemilik entitas induk senilai US$ 26,07 juta. Realisasi ini turun 15,62% dari laba bersih tahun 2018 yang mencapai US$ 30,89 juta.
Di tengah tekanan di industri pertambangan batubara, Zaki menyebut bahwa MYOH tetap mengejar diversifikasi bisnis ke sektor Independent Power Producer (IPP) atau bisnis listrik swasta.
Ia bilang, MYOH akan fokus ke IPP berbasis
Energi Baru dan Terbarukan (EBT). Menurut
Zaki,…
IMA-Daily Update Page 15
According to Zaki, this year MYOH is again eyeing contracts in the electricity business, and is awaiting the opening of a tender from PT PLN (Persero).
"Diversification to IPP, especially EBT, is still ongoing, we are waiting for the opening of a new tender from PLN," he said. ◆
Menurut Zaki, tahun ini pun MYOH kembali mengincar kontrak di bisnis listrik, dan tengah menunggu pembukaan tender dari PT PLN (Persero).
"Diversifikasi ke IPP terutama EBT masih jalan, kami menunggu adanya pembukaan tender baru dari PLN," tandasnya. ◆
Minister of EMR Calls for Solidarity Together with Covid-
19 at the G20 Forum
Rangga Prakoso
I NDONESIA, as the only country in the ASEAN region participating in the group of the 20 largest economies of the world (G20), called for joint solidarity in the global challenges and safeguarding the global economy amid the Covid-19 pandemic situation.
"Indonesia wants to reaffirm our commitment to join forces with the G20 and international organizations to form a united front against this pandemic," ESDM Minister Arifin Tasrif said during a virtual meeting of G20 members of the Energy Ministers on Friday (10/4) evening.
All economic sectors, including energy, face severe challenges. Global energy demand is declining due to isolation and lockdown.
"Indonesia believes that energy and its policies can be the backbone to strengthen national economic stability in the face of this global pandemic. An adequate and sustainable energy supply is needed to maintain basic needs and other important services in the midst of this pandemic,"
Arifin continued.
Menteri ESDM Serukan Solidaritas Bersama Hadapi
Covid-19 di Forum G20
Rangga Prakoso
I NDONESIA, sebagai satu-satunya Negara di kawasan ASEAN yang berpartisipasi dalam kelompok 20 perekonomian terbesar dunia (G20), menyerukan solidaritas bersama dalam menghadapi tantangan global dan menjaga perekonomian global di tengah situasi pandemik Covid-19.
"Indonesia ingin menegaskan kembali komitmen kami untuk bergabung dengan kekuatan-kekuatan G20 dan organisasi internasional untuk membentuk front persatuan melawan pandemi ini," kata Menteri ESDM Arifin Tasrif saat mengikuti pertemuan virtual Menteri-Menteri Energi anggota G20, Jumat (10/4) malam.
Semua sektor ekonomi, termasuk energi, menghadapi tantangan yang berat.
Permintaan energi global menurun akibat isolasi dan lockdown.
"Indonesia percaya, energi dan kebijakannya
dapat menjadi tulang punggung untuk mem-
perkuat stabilitas ekonomi nasional dalam
menghadapi pandemi global ini. Pasokan
energi yang memadai dan berkelanjutan
diperlukan untuk menjaga kebutuhan dasar
dan pelayanan penting lainnya ditengah
pandemi ini," lanjut Arifin.
IMA-Daily Update Page 16
The night before (9/4), Minister Arifin also participated in The 9th Extraordinary OPEC and non-OPEC Ministerial Meeting initiated by Prince Abdulaziz bin Salman. Various initiatives were discussed in order to maintain the stability of oil prices with a spirit of togetherness and sharing of responsibilities.
"Lately, we also have to face the challenge of falling world oil prices, which also has an impact on economic growth. The situation is a disincentive to energy investment including the discovery of new energy sources and the development of renewable energy," he said.
Arifin stressed again that safe energy supplies and affordable energy access will help the global economic recovery.
"All types of energy must be considered in accordance with international commit- ments and the circumstances of each country. Innovative policies and flexibility are needed in this crisis situation," he said.
The current difficult situation must be a momentum to maintain the G20's commit- ment to maintain energy security, including the development of renewable energy and energy efficiency.
"We must consider that renewable energy will play a key role after the Covid-19 pandemic to ensure energy security in the long term," Minister Arifin said.
In closing Minister Arifin hoped that the G20 forum could overcome the global challenges being faced.
"I hope we can strengthen our solidarity in facing global challenges. Each country must take a role in maintaining economic stability to reduce the global crisis, as well as offering win-win solutions for G20 members while considering the priorities of their respective countries. Indonesia is eager to collaborate…
Malam sebelumnya (9/4), Menteri Arifin juga mengikuti The 9th Extraordinary OPEC and non-OPEC Ministerial Meeting yang diinisiasi oleh Pangeran Abdulaziz bin Salman. Berbagai inisiatif dibahas dalam rangka menjaga stabilitas harga minyak dengan semangat kebersamaan dan berbagi tanggung jawab.
"Akhir-akhir ini, kita juga harus menghadapi tantangan anjloknya harga minyak dunia, yang juga berdampak pada pertumbuhan ekonomi. Situasi tersebut merupakan disinsentif bagi investasi energi termasuk penemuan sumber energi baru dan pengem- bangan energi terbarukan," ujarnya.
Arifin menekankan kembali bahwa pasokan energi yang aman dan akses energi yang ter- jangkau akan membantu pemulihan ekonomi global.
"Semua jenis energi harus dipertimbangkan sesuai dengan komitmen internasional dan keadaan masing-masing negara. Kebijakan inovatif dan fleksibilitas sangat dibutuhkan pada situasi krisis ini," ujarnya.
Situasi sulit saat ini harus menjadi momentum untuk menjaga komitmen G20 dalam menjaga ketahanan energi, termasuk pengembangan energi terbarukan dan efisiensi energi.
"Kita harus mempertimbangkan bahwa energi terbarukan akan memainkan peran kunci usai pandemi Covi d-19 untuk memasti kan keamanan energi dalam jangka panjang," kata Menteri Arifin.
Sebagai penutup Menteri Arifin berharap forum G20 dapat mengatasi tantangan global yang sedang dihadapi.
"Saya berharap kita dapat memper kuat
soli daritas dalam menghadapi tantangan
global. Tiap negara harus mengambil peran
dalam rangka menjaga stabilitas ekonomi
untuk menguran gi krisi s global, serta
menawarkan win-win solutions bagi para
anggota G20 dengan tetap mempertimbangkan
prioritas negara masing-masing. Indonesia
sangat ingin berkolaborasi…
IMA-Daily Update Page 17
Indonesia is eager to collaborate "to restore the world economy and reduce the impact of the pandemic and restore stability to the global energy market," he said.
All the interventions of the Minister of ESDM were conveyed at a meeting of the Ministers of Energy of the G20 countries led by Prince Abdulaziz bin Salman.
As for the results and agreement of the meeting, among others, the G20 is committed to working together in the spirit of solidarity to take concrete steps to deal with the immediate emergency situation facing the global pandemic COVID-19.
"We are committed to working together in a spirit of solidarity in immediate and concrete action to overcome this problem in an international emergency that has never happened before," as quoted from a joint statement of the Energy Ministers of G20 Members.
The G20 also recognizes the importance of creating a stable energy market and reliable energy security. A stable energy market must prioritize open, transparent and competitive principles.
The virtual meeting also agreed on the formation of a focus group with the task of ensuring coordinated response actions and corrective actions implemented to ensure the stability and resilience of the energy market. Focus groups are voluntary, open to all G20 members and work for a limited time and will report the results of their assessments in collaboration with relevant international organizations to the G20 Energy Ministers.
For information, the G20 is the 20th largest economy group in the world, consisting of 19 countries plus the European Union.
Indonesia sangat ingin berkolaborasi secara global untuk memulihkan ekonomi dunia dan mengurangi dampak pandemik dan mengembalikan stabilitas pasar energi global," ujarnya.
Seluruh intervensi Menteri ESDM tersebut, disampaikan dalam pertemuan Menteri- Menteri Energi negara G20 yang dipimpin Pangeran Abdulaziz bin Salman.
Adapun hasil dan kesepakatan dari per- temuan tersebut antara lain G20 ber- komitmen untuk bekerja sama dalam semangat solidaritas mengambil langkah konkret yang cepat untuk mengatasi situasi darurat yang tengah dihadapi terkait pandemi global COVID-19.
"Kami berkomitmen untuk bekerja bersama dalam semangat solidaritas pada tindakan segera dan nyata untuk mengatasi masalah ini dalam masa darurat internasional yang belum pernah terjadi sebelumnya," sebagai- mana dikutip dari pernyataan bersama para Menteri-Menteri Energi Anggota G20.
G20 juga menyadari pentingnya mewujud- kan pasar energi yang stabil dan ketahanan energi yang andal. Pasar energi yang stabil harus mengutamakan prinsip terbuka, transparan, dan kompetitif.
Pertemuan virtual tersebut juga menye- pakati dibentuknya focus group dengan tugas memastikan tindakan respon ter- koordinasi dan aksi korektif diimplementasi- kan untuk memastikan stabilitas dan ketahanan pasar energi. Focus group bersifat sukarela, terbuka bagi semua anggota G20 dan bekerja dalam waktu terbatas serta akan melaporkan hasil penilaiannya bekerja sama dengan organisasi internasional yang relevan kepada para Menteri energi G20.
Sebagai informasi, G20 adalah kelompok 20
perekonomian terbesar dunia, yang terdiri
dari 19 negara ditambah dengan Uni Eropa.
IMA-Daily Update Page 18
The main objective of the G20 is to bring together leaders of the world's major developed and developing economies to overcome the challenges of the global economy and other issues of common priority.
Meanwhile, Indonesia's priority in the G-20 in the ESDM sector is to increase access to energy in the Asian region.
Saudi Arabia, as the holder of the G20 Presidency position in 2020, invited G20 member Energy Ministers to attend the Extraordinary G20 Energy Ministers' Meeting which was held through a virtual meeting on Friday, April 10, 2020, starting at 19.00 p.m. ◆
Tujuan utama G20 adalah menghimpun para pemimpin negara-negara ekonomi maju dan berkembang utama dunia untuk mengatasi tantangan ekonomi global serta isu-isu lainnya yang menjadi prioritas bersama.
Sementara, prioritas Indonesia di G-20 pada sektor ESDM adalah meningkatkan akses terhadap energi di kawasan Asia.
Arab Saudi, sebagai pemegang posisi Presidensi G20 di tahun 2020, mengundang Menteri-Menteri Energi anggota G20 untuk mengikuti Extraordinary G20 Energy Ministers' Meeting yang dilaksanakan melalui virtual meeting pada hari Jumat, 10 April 2020, mulai pukul 19.00 WIB. ◆
Trinitan Metals (PURE) Succeeds in Printing High-Grade Nickel,
What's the Secret?
Pandu Gumilar
T HE MINING sector issuer PT Trinitan Metals and Minerals Tbk (PURE) has completed a feasibility test process for nickel extraction using Hydrometallurgical Roasting-Leaching-Electrowinning Process (RLEP) technology.
Director of Operations of Trinitan Metals and Minerals Widodo Sucipto said that the RLEP hydrometallurgical technology is capable of producing pure nickel with 99.96 percent or first class nickel.
This product, he continued, can be used to accelerate the national electric car industry, as well as supporting government programs related to nickel downstreaming in order to bring huge benefits to the Indonesian people.
Trinitan Metals (PURE) Berhasil Cetak Nikel Kadar Tinggi, Apa
Rahasianya?
Pandu Gumilar
E MITEN sektor tambang PT Trinitan Metals and Minerals Tbk (PURE) telah menyelesaikan proses uji kelayakan untuk ekstraksi nikel menggunakan teknologi Hidrometalurgi Roasting-Leaching-Electro- winning Process (RLEP).
Direktur Operasional Trinitan Metals and Minerals Widodo Sucipto mengatakan bahwa teknologi hidrometalurgi RLEP mampu menghasilkan nikel murni ber- kadar 99,96 persen atau nikel kelas satu.
Produk ini, lanjutnya, dapat dimanfaatkan
untuk mengakselerasi industri mobil listrik
nasional, sekaligus mendukung program
pemerintah terkait hilirisasi nikel agar
dapat mendatangkan keuntungan besar
bagi bangsa Indonesia.
IMA-Daily Update Page 19
"After completing the due diligence process, the company opens wide opportunities for cooperation with miners who want to process low grade nickel ore even up to 1.0 percent," he said in an official broadcast on Thursday (04/09/
2020).
The issuer engaged in the metal and mineral processing industry claims that the new technology they have developed is capable of processing 1.0 percent ore laterite ore into 99.96 percent pure nickel metal.
Hydro Project Leader Trinitan Metals and Minerals Marjohan Satria explained that the RLEP technology is different from the Hydrometallurgical technology commonly used by smelters in Indonesia today, namely High Pressure Acid Leaching (HPAL).
"RLEP technology is able to produce pure nickel with 99.96 percent [first class nickel] faster and at a lower risk level.
Even nickel yields can reach 95 percent,"
he added.
In addition, Marjohan also explained that the nickel refining process using RLEP technology goes through three main steps.
PURE, he continued, ensures that no solid or liquid waste is wasted and has the potential to damage the environment in the application of this RLEP technology.
"Solid waste residue produced from nickel refining will be reprocessed into bricks for building. Sulfuric Acid chemicals needed in the extraction process can also be recycled continuously so that operating costs can be much lower," he explained.
To note, in the 2017 McKinsey report entitled "The Future of Nickel: A Class Act", the demand for first-class nickel is expected to continue to increase until 2025 due to the rapid development of the global electric car industry.
Editor: Hafiyyan“Setelah merampungkan proses uji kelayakan, perseroan membuka kesempatan kerjasama selebar-lebarnya dengan para penambang yang ingin mengolah ore nikel kadar rendah bahkan hingga kadar 1,0 persen,” katanya dalam siaran resmi Kamis (9/4/2020).
Emiten yang bergerak dalam industri peng- olahan metal dan mineral tersebut meng- klaim bahwa teknologi baru yang mereka kembangkan mampu mengolah bijih (ore) nikel laterit kadar 1,0 persen sekalipun men- jadi logam nikel murni berkadar 99,96%.
Hydro Project Leader Trinitan Metals and Minerals Marjohan Satria menjelaskan bahwa teknologi RLEP berbeda dengan teknologi Hidrometalurgi yang umum di- gunakan oleh smelter di Indonesia saat ini, yakni High Pressure Acid Leaching (HPAL).
“Teknologi RLEP mampu memproduksi nikel murni berkadar 99,96 persen [nikel kelas satu] lebih cepat dan dengan tingkat risiko yang lebih rendah. Bahkan yield nikel dapat mencapai 95 persen,” imbuhnya.
Selain itu, Marjohan juga menerangkan bahwa proses pemurnian nikel menggunakan teknologi RLEP melewati tiga langkah utama.
PURE, lanjutnya, memastikan bahwa tidak ada limbah padat maupun cair yang terbuang dan berpotensi merusak lingkungan dalam peng- aplikasian teknologi RLEP ini.
"Limbah residu padat yang dihasilkan dari pemurnian nikel akan diolah kembali menjadi bata untuk bangunan. Bahan kimia Sulfuric Acid yang dibutuhkan dalam proses ekstraksi juga dapat didaur ulang terus menerus sehingga biaya operasi dapat menjadi jauh lebih rendah," paparnya.
Untuk diketahui, dalam laporan McKinsey pada tahun 2017 yang berjudul "The Future of Nickel: A Class Act" tersebut, permintaan nikel kelas satu diprediksi akan terus me- ningkat hingga tahun 2025 akibat pesatnya perkembangan industri mobil listrik global.
Editor : Hafiyyan
IMA-Daily Update Page 20
This strategy of Harum Energy (HRUM) survives amid the coal
market turmoil
Reporter: Dimas Andi | Editor: Anna Suci Perwitasari
P T HARUM Energy Tbk (HRUM) is trying to improve its performance this year despite the considerable pressure on the coal market.
HRUM Managing Director Ray Antonio Gunara said, his office continued to strive for efficiency in the production process and control operational costs so that HRUM's performance could survive amid various challenges. Especially the effect of weakening coal prices due to the impact of the spread of the corona virus outbreak.
However, he has not been able to disclose HRUM's revenue target or net profit throughout 2020.
If we look at the realization of last year, HRUM's income dropped 22.61% (yoy) to US$ 262.59 million. The company's net profit was corrected 41.82% (yoy) to US$
18.50 million.
In addition, HRUM will also spur operational performance this year. The company plans to produce around 4 million tons of coal this year. The amount is not much different from last year's achievements when HRUM scored a little over 4 million tons of coal production.
HRUM's coal production target this year is indeed not grandiose. Naturally, this company must always consider the dynamics of the global coal market.
Ini strategi Harum Energy (HRUM) bertahan di tengah
gejolak pasar batubara
Reporter: Dimas Andi | Editor: Anna Suci Perwitasari
P T HARUM Energy Tbk (HRUM) berupaya memperbaiki kinerjanya di tahun ini kendati tekanan di pasar batubara masih cukup besar.
Direktur Utama HRUM Ray Antonio Gunara menyebut, pihaknya terus mengupayakan efisiensi dalam proses produksi dan mengendalikan biaya-biaya operasional agar kinerja HRUM bisa bertahan di tengah berbagai tantangan. Terutama efek pele- mahan harga batubara yang diakibatkan imbas penyebaran wabah virus corona.
Namun, ia belum bisa membeberkan target pendapatan ataupun laba bersih HRUM sepanjang tahun 2020.
Jika berkaca pada realisasi di tahun lalu, pendapatan HRUM merosot 22,61% (yoy) menjadi US$ 262,59 juta. Adapun laba bersih perusahaan ini terkoreksi 41,82%
(yoy) menjadi US$ 18,50 juta.
Selain itu, HRUM juga akan memacu kinerja operasional di tahun ini.
Perusahaan tersebut berencana mem- produksi batubara sekitar 4 juta ton pada tahun ini. Jumlah tersebut tidak jauh berbeda dengan capaian di tahun lalu tatkala HRUM mencetak produksi batubara sedikit di atas 4 juta ton.
Target produksi batubara HRUM di tahun
ini memang tidak muluk-muluk. Wajar
saja, perusahaan ini mesti selalu mem-
pertimbangkan dinamika pasar batubara
global.
IMA-Daily Update Page 21
