TABLE OF CONTENTS. No. Title Media Source Page

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IMA-Daily Update Page 1

Timah (TINS) builds a new smelter with Ausmelt technology Timah (TINS) bangun smelter baru berteknologi ausmelt PKP2B Investment Guarantees Domestic Energy Supply Investasi PKP2B Jamin Pasokan Energi Dalam Negeri PT Timah Spreads 3,300 Artificial Reef in the Bangka Sea PT Timah Sebar 3.300 Artificial Reef di Laut Bangka Coal Price Corrected, 2020 Trend Tends To Be Consolidated Harga batubara terkoreksi, tren 2020 cenderung konsolidasi Global output drop fails to disperse aluminium gloom

Orica enhances SHOTPlus Underground blast design software Iron-ore output far from certain as Vale homicide charges filed

Exit stage left: the big miners moving away from coal

Power producers' coal imports up 17.6% at 52.48 MT in Apr- Dec 2019

Sindonews

Kontan

Bisnis

Investor Daily

Kontan

Mining.com Australian Mining Mining Weekly

Mining Tehnology Business Standard

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PKP2B First Generation Awaits Government Certainty regarding

Operational Extension

Ni Putu Eka Wiratmini

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OLDERS of the first generation Coal Mining Work Agreement (PKP2B) await government certainty in extending operations and determining the area.

PT Arutmin Indonesia claimed to have conducted an internal study of potential losses if mining concessions were pegged to a maximum area of 15,000 hectares (ha).

The Arutmin Indonesia contract will expire on November 1, 2020.

Previously, PT Tanito Harum's contract had expired on January 14, 2019 and was not renewed.

Arutmin Indonesia's General Manager and External Affairs Ezra Sibarani said the government through the Ministry of ESDM also had a study of the land area when the extension of operations was carried out. It's just that, until now the government has not provided certainty related to the extension and the area.

Arutmin hopes that certainty can be obtained soon so that the company can do a series of licenses related to coal production operations.

"This mine is not something that we finish like building a house, but there are risks," he said Tuesday (01/21/2020).

Ezra said that Arutmin currently has an area of 57,107 ha with reserves that are still economical until the extension of the 2x10 years of operation. At present, of the total mining area of the company, which has only produced almost half.

PKP2B Generasi I Menanti Kepastian Pemerintah soal

Perpanjangan Operasi

Ni Putu Eka Wiratmini

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EMEGANG Perjanjian Karya Pengusahaan Pertambangan Batubara (PKP2B) generasi I menanti kepastian pemerintah dalam melakukan perpanjangan operasi dan menentukan luasan wilayah.

PT Arutmin Indonesia mengaku sudah melakukan kajian internal mengenai potensi kerugian jika konsensi lahan pertambangan jadi dipatok maksimal seluas 15.000 hektare (ha). Adapun kontrak Arutmin Indonesia akan habis pada 1 November 2020.

Sebelumnya, kontrak PT Tanito Harum telah lebih dulu habis pada 14 Januari 2019 dan tidak diperpanjang.

General Manager dan External Affairs Arutmin Indonesia Ezra Sibarani mengatakan pemerintah melalui kementerian ESDM juga sudah memiliki kajian luasan lahan saat perpanjangan operasi dilakukan. Hanya saja, hingga saat ini pemerintah belum memberikan kepastian terkait perpanjangan tersebut maupun luas wilayahnya.

Arutmin mengharapkan agar kepastian dapat segera didapat sehingga perseroan tersebut dapat melakukan serangkaian perizinan terkait operasi produksi batu bara.

"Tambang ini bukan sesuatu yang kita selesai seperti bangun rumah, tapi ada risiko,"

katanya Selasa (21/1/2020).

Ezra menuturkan Arutmin saat ini memiliki luas wilayah 57.107 ha dengan cadangan yang masih ekonomis sampai usia perpanjangan operasi 2x10 tahun. Saat ini, dari total wilayah tambang perseroan, yang baru berproduksi hampir setengahnya.

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As for 2019, Arutmin's production will reach 27 million tons of coal with a contribution to state revenues reaching US$

400 million per year.

According to him, if the government continues to limit the maximum area of Arutmin to 15,000 ha, it will likely recalculate the economy of the mine by asking for some compensation. The form of compensation can be in the form of royalty fees or other incentives. Editor: Lucky Leonard

Adapun pada 2019, produksi Arutmin mencapai 27 juta ton batu bara dengan kontribusi terhadap penerimaan negara mencapai US$400 juta per tahun.

Menurutnya, jika pemerintah tetap mem- batasi luasan maksimal Arutmin menjadi 15.000 ha, pihaknya kemungkinan akan menghitung kembali keekonomian tambang dengan meminta sejumlah kompensasi. Bentuk kompensasi tersebut dapat berupa iuran royalti maupun insentif lainya. Editor : Lucky Leonard

Inalum-Vale has agreed on the price of shares divestment

Eduardo Simorangkir - detikFinance

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NE of the tasks being pursued by PT Inalum (Persero) after the establishment of a holding BUMN mining or MIND ID is to take over 20% of PT Vale Indonesia Tbk's shares. This follows the agreement of MIND ID and Vale Indonesia together with its shareholders, Vale Canada Limited (VCL) and Sumitomo Metal Mining Co. Ltd (SMM) to take over 20% of Vale's divest-ment shares to Indonesia.

Inalum Orias President Director Petrus Moedak said the two sides had agreed on the price of shares to be paid. Although still reluctant to mention the agreed number, Orias said that in February an internal approval would be carried out before the agreement was signed in March.

"For Vale, we will have internal approval in February each. The price has all been agreed," he said when met at the Inalum headquarters in Kuala Tanjung, Monday (01/20/2020).

Inalum-Vale Sudah Sepakati Harga Divestasi Saham

Eduardo Simorangkir - detikFinance

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ALAH satu tugas yang tengah dikebut PT Inalum (Persero) setelah dibentuknya holding BUMN pertambangan atau MIND ID adalah mengambil alih 20% saham PT Vale Indonesia Tbk. Hal ini menyusul kesepakatan MIND ID dan Vale Indonesia bersama pemegang sahamnya, Vale Canada Limited (VCL) dan Sumitomo Metal Mining Co Ltd (SMM) untuk mengambil alih 20%

saham divestasi Vale ke Indonesia.

Direktur Utama Inalum Orias Petrus Moedak mengatakan kedua belah pihak telah menyepakati harga saham yang akan dibayar. Meski masih enggan menyebut berapa angka yang disepakati, Orias bilang pada Februari mendatang dilakukan internal approval sebelum dilakukan penandatanganan kesepakatan pada Maret.

"Untuk Vale kita akan internal approval di Februari masing-masing. Harganya sudah sepakat semua," katanya saat ditemui di kantor pusat Inalum di Kuala Tanjung, Senin (20/1/2020).

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He said, after the price agreement was signed, the payment was projected to be completed six months later. The takeover of these shares will use mine internal holding funds.

"We close payments usually about six months after signing," said Orias.

As is known, the government has appointed MIND ID to take Vale divestment shares.

Divestment of 20% of Vale's shares is an obligation of amending the contract of work (CoW) in 2014 between Vale and the government which must be carried out within five years after the amendment.

Vale CoW will expire in 2025 and can be changed or extended to a Special Mining Business License (IUPK) in accordance with statutory regulations. Vale's current shareholders include VCL 58.73%, SMM 20.09%

and public 20.49%. With a 20% ownership in Vale and 65% in PT Aneka Tambang Tbk, MIND ID has access to one of the largest and best nickel reserves and resources in the world. (eds/ara)

Dia bilang, setelah dilakukan penandatanganan kesepakatan harga maka pembayaran diproyeksi tuntas enam bulan setelahnya.

Pengambilalihan saham ini akan menggunakan dana internal holding tambang.

"Kita close pembayaran biasanya sekitar enam bulan lagi setelah tanda tangan," kata Orias.

Seperti diketahui, pemerintah telah menunjuk MIND ID untuk mengambil saham divestasi Vale. Divestasi 20% saham Vale merupakan kewajiban dari amandemen kontrak karya (KK) di tahun 2014 an tara Vale dan pemerintah yang harus dilaksanakan dalam lima tahun setelah amandemen tersebut.

KK Vale akan berakhir 2025 dan dapat diubah atau diperpanjang menjadi Izin Usaha Pertambangan Khusus (IUPK) sesuai peraturan perundangan-undangan. Peme- gang saham Vale saat ini antara lain VCL 58,73%, SMM 20,09% dan publik 20,49%.

Dengan kepemilikan 20% di Vale dan 65% di PT Aneka Tambang Tbk maka MIND ID memiliki akses pada salah satu satu cadangan dan sumber daya nikel terbesar dan terbaik di dunia. (eds/ara)

Tracking the performance of a number of giant coal producers

Reporter: Dimas Andi | Editor: Yoyok

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NUMBE R of gi ant coal minin g companies still recorded positive operational performance over the past year.

PT Bumi Resources Tbk for example. The BUMI-coded stock issuer successfully produced as much as 87 million tons of coal in 2019 or grew 8.34% (yoy) compared to the achievement in 2018 of 80.3 million tons.

Menelusuri perkembangan kinerja sejumlah produsen

batubara raksasa

Reporter: Dimas Andi | Editor: Yoyok

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EJUMLAH perusahaan tambang batubara raksasa masih mencatatkan kinerja operasional yang positif sepanjang tahun lalu.

PT Bumi Resources Tbk misalnya. Emiten berkode saham BUMI tersebut sukses memproduksi batubara sebanyak 87 juta ton pada 2019 lalu atau tumbuh 8,34% (yoy) dibandingkan raihan di 2018 silam sebesar 80,3 juta ton.

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BUMI Corporate Secretary Dileep Srivastava said, BUMI's production results are somewhat jumbo because this company has abundant coal reserves. At present, the BUMI coal mine managed by PT Kaltim Prima Coal (KPC), Arutmin Indonesia, and PT Pendopo Energi Batubara have coal reserves of more than 3 billion tons.

BUMI's coal mines are also quite extensive.

Take for example, KPC which has a concession area of 90,938 hectares (Ha).

Similarly, Arutmin Indonesia, which has an area of around 57,000 hectares.

"KPC and Arutmin have sufficient reserves for 20 years with a production capacity of up to 100 million tons per year," Dileep added, Tuesday (1/21).

On different occasions, Arutmin Indonesia's GM Legal and External Affairs Ezra Sibarani agreed, Arutmin's coal reserves are claimed to be maximized over the next 2x10 years.

Last year, the company was able to produce around 27 million tons of coal.

Only indeed, Arutmin Indonesia is still hampered by the problem of the stagnation of the contract extension of the Coal Mining Work Agreement (PKP2B). Just so you know, Arutmin Indonesia's mining contract will end on November 1, 2020.

Currently, Arutmin Indonesia is preparing an internal study related to what is needed and desired by the company in order to obtain a contract extension.

Apart from that, BUMI's coal business as a whole is certain to continue as usual. Dileep said, his office had prepared capital expenditure (capex) of around US$ 50 million to US$ 60 million this year.

Most of BUMI's capex is used for maintenance and maintenance as well as supporting mining exploration. BUMI's management is also targeting coal production this year to grow by 5%.

Sekretaris Perusahaan BUMI Dileep Srivastava mengatakan, hasil produksi BUMI yang terbilang jumbo disebabkan perusahaan ini memiliki cadangan batubara yang melimpah.

Saat ini, tambang batubara BUMI yang dikelola oleh PT Kaltim Prima Coal (KPC), Arutmin Indonesia, dan PT Pendopo Energi Batubara mempunyai cadangan batubara lebih dari 3 miliar ton.

Tambang-tambang batubara BUMI juga ter- golong luas. Ambil contoh, KPC yang memiliki luas konsensi wilayah mencapai 90.938 hektar (Ha). Begitu pula dengan Arutmin Indonesia yang memiliki luas wilayah sekitar 57.000 Ha.

“KPC dan Arutmin memiliki cadangan yang cukup untuk 20 tahun dengan kemampuan produksi hingga 100 juta ton per tahun,”

imbuh Dileep, Selasa (21/1).

Di kesempatan berbeda, GM Legal and External Affairs Aru tmin In do nesia Ezra Sibarani sepakat, cadangan batubara Arutmin diklaim masih bisa dimaksimalkan selama 2x10 tahun ke depan. Tahun lalu, perusahaan ini sanggup memproduksi batubara sekitar 27 juta ton.

Hanya memang, Arutmin Indonesia masih terganjal oleh masalah mandeknya perpanjangan kontrak Perjanjian Karya Pertam- bangan Batubara (PKP2B). Asal tahu saja, kontrak pertambangan Arutmin Indonesia akan berakhir pada 1 November 2020 nanti.

Saat ini, Arutmin Indonesia tengah menyiapkan kajian internal terkait apa saja yang dibutuhkan dan diinginkan oleh perusahaan demi memperoleh perpanjangan kontrak.

Terlepas dari itu, bisnis batubara BUMI secara keseluruhan dipastikan tetap berjalan seperti biasa. Dileep menyebut, pihaknya sudah menyiapkan belanja modal atau capital expenditure (capex) sekitar US$ 50 juta-US$

60 juta di tahun ini.

Sebagian besar capex BUMI digunakan untuk perawatan dan pemeliharaan serta menunjang eksplorasi tambang. Manajemen BUMI pun menargetkan produksi batubara di tahun ini dapat tumbuh hingga 5%.

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Meanwhile, PT Adaro Energy Tbk (ADRO) has not delivered coal production achievements over the past year. However, until the third quarter of 2019 yesterday, the issuer successfully posted a production growth of 13% (yoy) to 44.13 million tons.

The ADRO coal production target last year was in the range of 54 million - 56 million tons.

The largest contributor to coal production for ADRO comes from the mine managed by its subsidiary, PT Adaro Indonesia. As of the third quarter yesterday, Adaro Indonesia produced 39.25 million tons of coal. Adaro Indonesia has an area of 31,380 hectares which will expire on October 1, 2022.

ADRO Head of Corporate Communication Febriati Nadira said that the company had not yet set coal production targets this year, including capital expenditure funds prepared for the company's expansion activities.

However, she said, ADRO will focus on optimizing existing coal mines and has no plans to acquire mines in the near future.

"We will maintain the level of production in order to maintain coal reserves in the long run," she said, Tuesday (1/21).

ADRO also focuses on implementing efficient operational methods throughout the company's business chain in order to achieve the performance targets set.

The issuer is also still developing the power generation business this year. The results of ADRO coal production will be used as supply for Bhimasena Power Indonesia Steam Power Plant and Tanjung Power Indonesia Power Plant. The two power plants are managed by PT Adaro Power and will be operational this year.

Sementara itu, PT Adaro Energy Tbk (ADRO) belum menyampaikan capaian produksi batubara sepanjang tahun lalu.

Namun, hingga kuartal tiga 2019 kemarin, emiten ini sukses membukukan pertum- buhan produksi sebesar 13% (yoy) menjadi 44,13 juta ton. Adapun target produksi batubara ADRO di tahun lalu berada di kisaran 54 juta-56 juta ton.

Kontributor produksi batubara terbesar bagi ADRO berasal dari tambang yang dikelola anak usahanya, PT Adaro Indonesia. Per kuartal tiga kemarin, Adaro Indonesia memproduksi batubara sebanyak 39,25 juta ton. Adaro Indonesia memiliki luas wilayah mencapai 31.380 Ha yang mana kontraknya akan berakhir pada 1 Oktober 2022.

Head of Corporate Communication ADRO Febriati Nadira menyampaikan, pihaknya belum menentukan target produksi batubara pada tahun ini, termasuk dana belanja modal yang disiapkan untuk kegiatan ekspansi perusahaan.

Walau demikian, ia menyebut, ADRO akan fokus untuk mengoptimalkan tambang batubara yang ada dan belum berencana melakukan akuisisi tambang dalam waktu dekat. “Kami akan menjaga tingkat produksi guna menjaga cadangan batubara secara jangka panjang,” ujar dia, Selasa (21/1).

ADRO juga fokus menerapkan metode kegiatan operasional yang efisien di seluruh rantai bisnis perusahaan agar bisa meraih target kinerja yang ditetapkan.

Emiten tersebut juga masih mengem- bangkan bisnis pembangkit listrik pada tahun ini. Hasil produksi batubara ADRO nantinya akan digunakan sebagai pasokan Pembangkit Listrik Tenaga Uap (PLTU) Bhimasena Power Indonesia dan PLTU Tanjung Power Indonesia. Kedua PLTU tersebut dikelola oleh PT Adaro Power dan akan beroperasi di tahun ini.

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Mind Id Prepares Investment of Rp 25 Trillion

Retno Ayuningtyas

H

OLDING the mining industry BUMN or Mining Industry Indonesia (Mind Id) is preparing an investment of Rp 25 trillion to fund all downstream projects in its subsidiary. Most of these downstream projects are targeted to be completed no later than early 2022.

Mind Id Orias President Director Petrus Moedak said the company's focus at the moment was to execute existing project plans. One of them, he said, would ensure that all downstream projects that were rolling in operation immediately so that they could contribute to increasing their bottom line.

"This year for the group, a total of Rp 25 trillion will be spent on projects," Orias said during a visit to the Inalum Aluminum Factory in Kuala Tanjung, Batu Bara Regency, Monday (1/20).

Funding for investment needs is sourced from company cash and loans.

Unfortunately, Orias was reluctant to specify the amount of each source of funding. He only mentioned, the company's financial condition was quite good with total assets of Rp 170 trillion and cash of Rp 32 trillion. "We hope that these projects, if funding is not a problem, can be done," he said.

Mind Id as a holding company for the mining industry overshadows five mining companies, namely PT Aneka Tambang (Persero) Tbk, PT Bukit Asam (Persero) Tbk, PT Timah (Persero) Tbk, and PT Freeport Indonesia (PTFI), and PT Indonesia Asahan Aluminum (Inalum).

Mind Id Siapkan Investasi Rp 25 Triliun

Retno Ayuningtyas

H

OLDING BUMN industri pertambangan atau Mining Industry Indonesia (Mind Id) menyiapkan investasi sebesar Rp 25 triliun untuk mendanai seluruh proyek hilir di anak usaha. Sebagian besar proyek hilir ini ditargetkan rampung paling lambat pada awal 2022.

Direktur Utama Mind Id Orias Petrus Moedak mengatakan, fokus perseroan saat ini yakni mengeksekusi rencana-rencana proyek yang sudah ada. Salah satunya, pihaknya akan memastikan seluruh proyek hilir yang tengah bergulir segera beroperasi sehingga bisa berkontribusi untuk menaikkan laba bersih (bottom line).

"Tahun ini untuk grup, total yang akan di- spend Rp 25 triliun untuk proyek-proyek,"

kata Orias dalam kunjungan ke Pabrik Aluminium Inalum di Kuala Tanjung, Kabupaten Batu Bara, Senin (20/1).

Pendanaan kebutuhan investasi ini ber- sumber dari kas perusahaan dan pinjaman.

Sayangnya, Orias enggan merinci besaran masing-masing sumber pendanaan. Dia hanya menyebutkan, kondisi keuangan perusahaan cukup baik dengan total aset Rp 170 triliun dan kas Rp 32 triliun. "Ini kami harapkan proyek-proyek ini, kalau pendanaan tidak masalah bisa dikerjakan,"

ujarnya.

Mind Id sebagai holding BUMN industri pertambangan menaungi lima perusahaan tambang yaitu PT Aneka Tambang (Persero) Tbk, PT Bukit Asam (Persero) Tbk, PT Timah (Persero) Tbk, dan PT Freeport Indonesia (PTFI), dan PT Indonesia Asahan Aluminium (Inalum).

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There are six Mind Id strategic projects.

First, the South Sumatra Mine-8 PLTU in Tanjung Enim, South Sumatra by PT Bukit Asam with a capacity of 2x620 megawatts (MW) targeted to operate in 2022. Second, the Ferronickel Halmahera Timur smelter in Tanjung Buli, North Maluku by PT. Aneka Tambang (Antam) Tbk with a capacity of 13,500 tons per year nickel with an operating target of 2020.

Furthermore, the Smalter Grade Alumina Refinery plant in Mempawah, West Kalimantan by Inalum and Antam has a capacity of 1 million tons per year with an operating target in the third quarter of 2022. The Coal Gasification Plant becomes a DME in Peranap, Riau by PT Bukit Asam, PT Pertamina (Persero) and Air Product and Chemicals Inc. with a capacity of 1.4 million tons per year DME with an operating target of 2022.

Next is the Coal Gasification Plant in Tanjung Enim by Bukit Asam, Pertamina, PT Pupuk Indonesia (Persero), and PT Chandra Asri Petrochemical Tbk with an operating target in the first quarter of 2023. The product produced is 570 thousand tons of urea, 450 thousand polypropylene. tons per year, and DME 400 thousand tons per year DM.

Finally, a copper smelter integrated with a slime anode refining facility becomes a valuable metal by PT Freeport Indonesia with a capacity of 2 million tons per year with an operating target in 2023. The smelter is located in the Java Integrated Industrial and Port Estate (JIIPE) area, East Java.

With many revolving projects funded by loans, Orias continued, the company's profit will be affected or lower. Unfor-tunately, he was reluctant to elaborate on the size of the company's profit target in 2020. This, according to him,...

Terdapat enam proyek strategis Mind Id.

Pertama, PLTU Mulut Tambang Sumsel-8 di Tanjung Enim, Sumatera Selatan oleh PT Bukit Asam berkapasitas 2x620 megawatt (MW) yang ditargetkan beroperasi pada 2022. Kedua, pabrik pengolahan dan pemurnian (smelter) Ferronickel Halmahera Timur di Tanjung Buli, Maluku Utara oleh PT Aneka Tambang (Antam) Tbk berkapasitas 13.500 ton per tahun nikel dengan target operasi 2020.

Selanjutnya, pabrik Smelter Grade Aluminasi Refinery di Mempawah, Kalimantan Barat oleh Inalum dan Antam berkapasitas 1 juta ton per tahun dengan target operasi kuartal ketiga 2022. Pabrik Gasifikasi Batu Bara menjadi DME di Peranap, Riau oleh PT Bukit Asam, PT Pertamina (Persero) dan Air Product and Chemicals Inc berkapasitas 1,4 juta ton per tahun DME dengan target operasi 2022.

Berikutnya adalah Pabrik Gasifikasi Batu Bara di Tanjung Enim oleh Bukit Asam, Pertamina, PT Pupuk Indonesia (Persero), dan PT Chandra Asri Petrochemical Tbk dengan target operasi di kuartal pertama 2023. Produk yang dihasilkan yakni urea 570 ribu ton per tahun, polypropylene 450 ribu ton per tahun, dan DME 400 ribu ton per tahun DM.

Terakhir, smelter tembaga terintegrasi dengan fasilitas pemurnian anoda slime menjadi logam berharga oleh PT Freeport Indonesia berkapasitas 2 juta ton per tahun dengan target operasi di 2023. Smelter ini berlikasi di kawasan Java Integrated Industrial and Port Estate (JIIPE), Jawa Timur.

Dengan banyaknya proyek yang bergulir yang didanai pinjaman, Orias melanjutkan, laba perseroan akan terdampak atau lebih rendah. Sayangnya, dia enggan merinci besaran target laba perseroan pada 2020 ini. Hal ini, menurut dia,...

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This, according to him, is in accordance with company policy to continue to invest so that the company continues to grow in the future. It will focus more on increasing earnings before interest, taxes, depreciation, and amortization (EBITDA).

"Profit must be reduced because of interest payments. We use people (loans) money for these projects. But EBITDA must go up, this year EBITDA (targeted) of Rp 15 trillion," he said.

However, Orias is optimistic that the company's revenue will improve, which is targeted to reach Rp 70-80 trillion. The increase in revenue was driven by the increase in Bukit Asam coal production and the addition of Antam's product sales. "So that if there is good efficiency, EBITDA is getting better," he added.

Of the total revenue target, the contribution of the downstream sector is estimated to be around 60-70%. Orias estimates that the contribution of downstream projects that are still rolling will begin to be significant in 2021. It targets, with the completion of these projects, the bottom line or the company's net profit will increase by at least 10%. "If Freeport enters, (the bottom line) can go up 10 times," said Orias.

Targeting Projects in Kaltara

In addition to the projects that have been running, Orias revealed, his party is interested in working on an aluminum factory in North Kalimantan (Kaltara).

However, this aluminum plant requires a large enough electricity supply. Thus, his party must cooperate with other companies that can supply the stun needs.

At present, he explained, there is one company that has a permit to build a hydroelectric power plant (PLTA) in North Kalimantan. He said he was interested...

Hal ini, menurut dia, sesuai dengan kebijakan perusahaan untuk terus ber- investasi agar perusahaan tetap tumbuh di masa mendatang. Pihaknya akan lebih fokus meningkatkan earnings before interest, taxes, depreciation, and amortization (EBITDA).

"Laba pasti berkurang karena buat bayar bunga. Kami kan pakai duit orang (pinjaman) untuk proyek-proyek ini. Tetapi EBITDA harus naik, tahun ini EBITDA (ditargetkan) Rp 15 triliun," tutur dia.

Namun, Orias optimistis pendapatan perusahaan akan membaik, yakni ditargetkan mencapai Rp 70-80 triliun. Peningkatan pendapatan didorong oleh kenaikan produksi batu bara Bukit Asam dan penambahan penjualan produk Antam.

"Sehingga kalau ada efisiensi yang bagus, EBITDA makin bagus," tambah dia.

Dari total target pendapatan, kontribusi sektor hilir diperkirakan sekitar 60-70%.

Orias memperkirakan kontribusi dari proyek-proyek hilir yang masih bergulir akan mulai signifikan pada 2021. Pihaknya menargetkan, dengan rampungnya ber- bagai proyek tersebut, bottom line atau laba bersih perusahaan akan naik minimal 10%.

"Kalau Freeport masuk, (bottom line) bisa naik 10 kali," ujar Orias.

Incar Proyek di Kaltara

Selain proyek yang telah berjalan, Orias mengungkapkan, pihaknya berminat menggarap pabrik aluminium di Kalimantan Utara. Namun, pabrik aluminium ini membutuhkan pasokan listrik yang cukup besar. Sehingga, pihaknya harus bekerja sama dengan perusahaan lain yang dapat memasok kebutuhan setrum tersebut.

Saat ini, jelasnya, terdapat satu perusahaan yang memiliki izin untuk membangun pembangkit listrik tenaga air (PLTA) di Kalimantan Utara. Pihaknya berminat untuk...

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He said he was interested in joining the PLTA project to ensure the supply of electricity to the aluminum factory.

"We were offered to participate. We see that the electricity offtaker is 100%, we should be in control of the company," he said.

According to him, Mind Id's expertise is indeed in the smelter. However, it currently also operates the Sigura-Gura Hydroelectric Power Plant. Thus, it will not be a problem if the company manages both projects. "Only right now there are other people who hold the permit (PLTA)," he said.

What is clear, it wants to be able to work on a 100% aluminum smelter project. He did not want events in the past where the aluminum factory in Kuala Tanjung had just moved management from Japan to Indonesia after 30 years. "Our interest, we convey to the government, we want to go in there," said Orias.

Referring to data from the Ministry of Energy and Mineral Resources (ESDM), the project in question is the Greenfield Aluminum Smelter with a capacity of 500 thousand to 1 million tons per year. This project is one of the projects collaborated with the United Arab Emirates, where Inalum and Emirates Global Aluminum (EGA) have signed a memorandum of understanding.

In the official statement of the EGA it is mentioned that the two companies will evaluate the opportunity to form a joint venture for the aluminum plant project.

Contributions to this joint venture can be in the form of technology-related services, raw material supply, and product marketing.

Pihaknya berminat untuk ikut bergabung di proyek PLTA itu guna memastikan pasokan setrum ke pabrik aluminium.

"Kami ditawarkan untuk ikut. Kami melihat kalau lami offtaker listriknya 100%, harusnya kami yang pegang kendali atas perusahaan itu," kata dia.

Menurut dia, keahlian Mind Id memang di smelter. Namun, pihaknya saat ini pun juga mengoperasikan PLTA Sigura-Gura.

Dengan demikian, tidak akan menjadi masalah jika perseroan mengelola kedua proyek. "Cuma saat ini kan sudah ada orang lain yang pegang izinnya (PLTA)," ujarnya.

Yang jelas, pihaknya menginginkan dapat menggarap proyek smelter aluminium 100%. Dia tidak ingin kejadian di masa lalu di mana pabrik aluminium di Kuala Tanjung baru berpindah pengelolaan dari Jepang ke Indonesia setelah 30 tahun berselang.

"Minat kami, kami sampaikan ke pemerintah, kami mau masuk ke sana,"

tegas Orias.

Mengacu data Kementerian Energi dan Sumber Daya Mineral (ESDM), proyek yang dimaksud adalah Greenfield Aluminium Smelter berkapasitas 500 ribu hingga 1 juta ton per tahun. Proyek ini merupakan salah satu proyek yang dikerjasamakan dengan Uni Emirat Arab, di mana Inalum dan Emirates Global Aluminium (EGA) telah menandatangani nota kesepahaman.

Dalam keterangan resmi EGA disebutkan bahwa kedua perusahaan akan meng- evaluasi peluang untuk membentuk perusahaan patungan untuk proyek pabrik aluminium tersebut. Kontribusi untuk perusahaan patungan ini bisa berupa layanan terkait teknologi, pasokan bahan baku, dan pemasaran produk.

(12)

Darma Henwa (DEWA) Operational Performance Almost Reached

Targets

Pandu Gumilar

M

INING contractor services company PT Darma Henwa Tbk. realize 95.25% of the stripping target for 2019.

Darma Corporate Secretary Henwa Mukson Arif Rosyidi said throughout 2019 the company had peeled off the soil layer or overburden removal of 119.73 million bank cubic meters (bcm). That amount is equivalent to 95.25% of the stripping target of 125.70 million bcm and up 17.54%

compared to the realization of 2018.

"The rain factor in December is enough to affect the achievement of our overburden production," he told Bisnis on Tuesday (1/21/2020).

In December, the issuer coded DEWA share peeled at 11.38 million bcm or 7.07% lower than the realization of the previous month of 12.25 million bcm. The decline, he continued, was caused by weather conditions that made it impossible to operate.

According to him, high rainfall caused mud and other hard material to slow down mining operations during December.

During December the stripping ratio was between 4.17 times and 7.82 times.

Arif added that between January and December 2019, the company had produced 16.94 million tons of coal, up 27.27% compared to the previous year.

That amount is also equivalent to 99.65% of the target set at the beginning of the year of 17 million tons.

Kinerja Operasional Darma Henwa (DEWA) Nyaris Capai

Target

Pandu Gumilar

E

MITEN jasa kontraktor pertambangan PT Darma Henwa Tbk. merealisasikan 95,25%

target pengupasan lapisan tanah selama 2019.

Sekretaris Perusahaan Darma Henwa Mukson Arif Rosyidi mengatakan sepanjang 2019 perseroan telah mengupas lapisan tanah atau overburden removal sebesar 119,73 juta bank cubic meter (bcm). Jumlah itu setara dengan 95,25% target pengupasan sebesar 125,70 juta bcm dan naik 17,54%

dibandingkan dengan realisasi 2018.

“Faktor hujan pada Desember cukup me- mengaruhi capaian produksi overburden kami,” katanya kepada Bisnis pada Selasa (21/1/2020).

Pada Desember, emiten berkode saham DEWA itu mengupas sebanyak 11,38 juta bcm atau lebih rendah 7,07% dari realisasi bulan sebelumnya 12,25 juta bcm. Penurunan itu, lanjutnya, disebabkan oleh kondisi cuaca yang tidak memungkinkan untuk operasi-onal.

Menurutnya, curah hujan yang tinggi menye- babkan material lumpur dan material keras lainnya memperlambat operasi penam- bangan selama Desember. Adapun selama Desember stripping ratio DEWA antara 4,17 kali dan 7,82 kali.

Arif menambahkan antara Januari-Desember 2019, perseroan pun telah memproduksi batu bara sebanyak 16,94 juta ton naik 27,27%

dibandingkan dengan tahun sebelum-nya.

Jumlah itu pun setara dengan 99,65% dari target yang ditetapkan pada awal tahun sebesar 17 juta ton.

In December 2019, DEWA coal production rose 4.73% to 1.90 million tons compared to the previous month 1.82 million tons.

(13)

Arif said the increase was caused by the company's move to rejuvenate the equipment so that it could anticipate poor operational weather. Editor: Ana Noviani

Pada Desember 2019, produksi batu bara DEWA naik 4,73% menjadi 1,90 juta ton

dibandingkan dengan bulan sebelumnya 1,82 juta ton. Arif mengatakan peningkatan disebabkan oleh langkah perseroan me- remajakan alat sehingga bisa mengantisi- pasi buruknya cuaca operasional. Editor : Ana Noviani

Vale Indonesia (INCO) still relies on hydropower to support

business activities

Reporter: Dimas Andi | Editor: Noverius Laoli

E

VEN though it has several hydroelectric power plants (PLTA), PT Vale Indonesia Tbk (INCO) claimed not to have been too affected by the plan to issue a Presidential Regulation (Perpres) on the selling price of electricity from new renewable energy (EBT) plants.

Vale Indonesia's Head of Investor Relations

& Treasury Adi Susatio reasoned, INCO manages hydropower for the business interests of the company's own operations.

Naturally, if the company is not too affected by the existence of new policies from the government.

INCO manages three hydropower plants including the Larona Hydroelectric Power Plant, the Balambano Hydroelectric Power Plant and the Karebbe Hydroelectric Power Plant. The Larona hydropower plant has been established since 1979 and produces an average of 165 megawatts (MW) of electricity.

The Balambano hydropower plant was established in 1995 and has a capacity of 110 MW. The Karebbe hydropower plant was built in 2011 with a capacity of 90 MW.

Vale Indonesia (INCO) masih andalkan PLTA untuk menunjang

kegiatan bisnis

Reporter: Dimas Andi | Editor: Noverius Laoli

M

ESKI memiliki beberapa Pembangkit Listrik Tenaga Air (PLTA), PT Vale Indonesia Tbk (INCO) mengaku tidak terlalu terdampak rencana penerbitan Peraturan Presiden (Perpres) tentang harga jual listrik dari pembangkit energi baru terbarukan (EBT).

Head of Investor Relations & Treasury Vale Indonesia Adi Susatio beralasan, INCO mengelola PLTA untuk kepentingan bisnis operasional perusahaan itu sendiri. Wajar apabila perusahaan ini tidak terlalu terpengaruh keberadaan kebijakan baru dari pemerintah.

INCO mengelola tiga PLTA yang meliputi PLTA Larona, PLTA Balambano, dan PLTA Karebbe. PLTA Larona sudah berdiri sejak 1979 dan memproduksi listrik rata-rata sebesar 165 megawatt (MW).

PLTA Balambano berdiri pada 1995 dan memiliki kapasitas sebesar 110 MW.

Adapun PLTA Karebbe dibangun pada 2011 dengan kapasitas sebesar 90 MW.

(14)

These three hydropower plants serve as electricity suppliers to operate INCO's furnace or nickel ore processing in Sorowako.

Adi said, the existence of hydropower is very influential on the cost and reduction of gas emissions. EBT costs from hydro-power are also considered far cheaper than operating a diesel power plant (PLTD).

"Gas emissions can be reduced by maximizing the use of hydropower," he said, today.

Currently, INCO is conducting a study to find new EBT sources to support the production target of 90,000 tons of nickel in matte.

Adi has not been able to reveal the investment value needed by INCO for these activities. Because, INCO is still considering several renewable energy source options that will be utilized by the company.

For example, solar power, water, heat energy utilization, to energy conservation programs. "In the future, all are focused on the use of renewable energy," he concluded.

Ketiga PLTA ini berfungsi sebagai pemasok listrik untuk mengoperasikan furnace atau pengolahan bijih nikel milik INCO di Sorowako.

Adi menyebut, keberadaan PLTA sangat berpengaruh terhadap biaya dan pengu- rangan gas emisi. Biaya EBT dari PLTA pun dinilai jauh lebih murah dibandingkan dengan mengoperasikan Pembangkit Listrik Tenaga Disel (PLTD).

“Gas emisi bisa berkurang dengan memak- simalkan penggunaan PLTA,” ujar dia, hari ini.

Saat ini, INCO sedang melakukan studi untuk mencari sumber EBT yang baru guna men- dukung target produksi sebanyak 90.000 ton nikel dalam matte.

Adi belum bisa mengungkapkan nilai investasi yang dibutuhkan INCO untuk kegiatan tersebut. Pasalnya, INCO masih menimbang beberapa opsi sumber energi terbarukan yang akan dimanfaatkan oleh perusahaan.

Misalnya, tenaga surya, air, pemanfaatan energi panas, hingga program konservasi energi. “Harapan ke depan, semua terfokus pada penggunaan energi baru terbarukan,”

pungkas dia.

Experts Propose PKP2B Can Be a Direct Extension of 20 Years,

Agree?

Anisatul Umah, CNBC Indonesia

T

HE FATE of the Indonesian coal mines to date has not been certain even though there is already a bright spot. The extent of the extension of the Coal Contract of Work (PKP2B) mining contract is still a long debate.

Pakar Usul PKP2B Bisa Perpanjangan Langsung 20

Tahun, Setuju?

Anisatul Umah, CNBC Indonesia

N

ASIB tambang batu bara RI sampai saat ini belum ada kepastian meski sudah ada titik cerah. Luas wilayah perpanjangan kontrak tambang Perjanjian Karya Pengusahaan Batubara (PKP2B) masih menjadi perdebatan panjang.

(15)

The Minerba Law regulates the area of the Special Mining Business Permit (IUPK) to be more than 15,000 hectares. In the RPP on the Sixth Amendment to Government Regulation No. 23 of 2010 Article 112 it is stated that PKP2B can have areas in accordance with their work plans that have been approved by the minister until the end of the contract period. That is, the area can be more than 15,000 hectares.

Professor of Mining Law Abrar Saleng gave three options related to this problem. First, the extension will continue in 2 x 10 years with an area in accordance with the work plan. Second, the coal area option which was originally 15,000 was exchanged for mineral area of 25,000. And finally, the area is equalized between minerals and coal.

"PKP2B wants to come but respect me, I invest a lot, contribute a lot, so that the area should not be reduced. If it is reduced technically it is not feasible. It's a matter of 15,000 technical studies because it weakens entrepreneurs," he said, Tuesday (01/21/2020).

He lamented the legal basis that did not exist even though the contract agreement would expire soon. According to him, the legal basis for the extension of PKP2B activities is stated in article 112 PP 77/2014, the extension of PKP2B in the form of IUPK OP without going through auctions a maximum of 2x10 years.

"Article 169 of the Minerba Act provides an opportunity to be extended, the Minerba Act respects the contract. The clauses in the PKP2B are strengthened in article 171 of the Minerba Law may be continued," he added.

Although offering three options, he said that the option that has a basis is the first option, extended 2x10 years. If conditions turn around later,...

UU Minerba mengatur luas wilayah izin Usaha Pertambangan Khusus (IUPK) bisa lebih dari 15.000 hektar. Di dalam RPP tentang Perubahan Keenam atas PP Nomor 23 Tahun 2010 Pasal 112 disebutkan PKP2B bisa memiliki wilayah sesuai dengan rencana kerja mereka yang telah disetujui menteri sampai berakhirnya masa kontrak.

Artinya, luas wilayah bisa lebih dari 15.000 hektar.

Guru Besar Hukum Pertambangan Abrar Saleng memberikan tiga opsi terkait permasalahan ini. Pertama, perpanjangan tetap dilakukan dalam kurun 2 x 10 tahun dengan luas wilayah sesuai dengan rencana kerja. Kedua, opsi luas wilayah batu bara yang mulanya 15.000 ditukar dengan mineral yang luasnya 25.000. Dan terakhir, luas wilayah disamakan antara mineral dan batu bara.

"PKP2B mau ikut tapi hormati saya, saya invest banyak kontribusi banyak, sehingga wilayah jangan dikurangi. Kalau dikurangi secara teknis nggak layak. Ini persoalan kalau 15.000 perlu kajian tekhnis karena semakin melemahkan pengusaha," ungkap- nya, Selasa, (21/01/2020).

Dirinya menyanyangkan dasar hukum yang tidak ada padahal perjanjian kontrak akan segera berakhir. Menurutnya dasar hukum hak perpanjangan kegiatan PKP2B tercantum dalam pasal 112 PP 77/2014, perpanjangan PKP2B dalam bentuk IUPK OP tanpa melalui lelang maksimal 2x10 tahun.

"Pasal 169 UU Minerba memberi peluang untuk diperpanjang, UU Minerba meng- hormati kontrak. Klausul dalam PKP2B diperkuat dalam pasal 171 UU Minerba boleh dilanjutkan," imbuhnya.

Meski menawarkan tiga opsi dirinya menyebut opsi yang memiliki dasar adalah opsi pertama, diperpanjang 2x10 tahun.

Jika kondisinya nanti berbalik,...

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If conditions turn around later, the government will still shrink the area, it can still offer two other options.

"The total area of 15,000 is very improper, let alone returned to the country and not sold. It will eventually become a struggle for people who cause legal problems. The government must think that 15,000 is not economical. That would be what the state wants to do, for example it cannot be auctioned," he explained.

Meanwhile, Executive Director of the Indonesian Coal Mining Association (APBI), Hendra Sinadia explained the impact of the uncertainty of this extension to the economy.

According to him in recent years the economic outlook is in a depressed condition, such as a trade balance deficit.

PKP2B in the economy, according to him, has a big impact. Hendra explained in terms of Minerba non-tax state revenue (PNBP) reaching Rp 50 trillion for one year.

Where 80% comes from coal. Of the first generation PKP2B production contributing approximately 40%, this does not include taxation, so the amount is very large. "Our economic profile is only two reliable commodities, palm oil and coal. Now the mainstay of palm oil is domestic, therefore coal is the most prospective," he said, Tuesday (01/21/2020).

He further said, in terms of regional economies coal mining was concentrated in Kalimantan. The only region with negative regional economic growth was Kalimantan when coal prices fell.

"If the investment does not continue, it will look like Kalimantan will be minus how much. It will affect regional development, where the government is focusing on building a national capital," he added.

Jika kondisinya nanti berbalik, pemerintah tetap menciutkan luas wilayah, pihaknya masih bisa menawarkan dua opsi lainnya.

"Luas wilayah 15.000 itu sangat tidak layak, apalagi dikembalikan ke negara dan tidak laku. Itu akhirnya akan jadi pere-butan orang-orang yang menimbulkan masalah hukum. Pemerintah mesti berfikir 15.000 itu tidak ekonomis. Itu mau diapakan oleh negara misal tidak bisa dilelang," jelasnya.

Sementara itu, Direktur Eksekutif Asosiasi Pertambangan Batubara Indonesia (APBI), Hendra Sinadia menerangkan dampak dari ketidakpastian perpanjangan ini ke ekonomi.

Menurutnya dalam beberapa tahun terakhir outlook ekonomi sedang dalam kondisi tertekan, seperti defisit neraca perdagangan. PKP2B dalam perekonomian menurutnya berdampak besar. Hendra menerangkan dari sisi penerimaan negara bukan pajak (PNBP) Minerba mencapai Rp 50 triliun selama satu tahun.

Di mana 80% nya berasal dari batu bara. Dari produksi PKP2B generasi satu kurang lebih berkontribusi sebesar 40%, ini belum termasuk dari sisi perpajakan sehingga jumlahnya sangat besar. "Profil ekonomi kita hanya dua komoditas yang diandalkan, sawit dan batu bara. Sekarang sawit andalannya dalam negeri, oleh karena itu batu bara palin g prospekif," ungkpanya, Selasa, (21/01/2020).

Lebih lanjut dirinya mengatakan, dari sisi perekonomian regional tambang batu bara terkonsentrasi di Kalimantan. Satu-satunya wilayah yan g per tumbuhan ekonomi regionalnya minus adalah Kalimantan saat harga batu bara jatuh.

"Kalau investasinya tidak berlanjut, nanti kelihatan Kalimantan bakal minus berapa.

Akan berpengaruh dalam pengembangan regional, di mana pemerintah sedang fokus membangun ibu kota negara," imbuhnya.

(17)

Then in terms of energy security, where we still use a lot of cheap energy from coal. The Electricity Supply Business Plan (RUPTL) until 2028 states that there is still 60% coal.

According to him, more than 75% of PLN's coal needs comes from permanent suppliers. Where 60% of the permanent suppliers come from first generation PKP2B.

"That will be how it is. I cannot imagine that this company will not continue. Mainly the contractor, this is what about equipment investment and others," he explained. (gus)

Lalu dari sisi ketahanan energi, di mana kita masih banyak menggunakan energi murah dari batu bara. Rencana Usaha Penyediaan Tenaga Listrik (RUPTL) sampai tahun 2028 menyebutkan masih 60% batu bara.

Menurutnya lebih dari 75% kebutuhan batu bara PLN berasala dari pemasok tetap. Di mana 60% dari pemasok tetap berasal dari PKP2B generasi satu.

"Itu nanti gimana. Saya tidak bisa mem- bayangkan kalau perusahaan ini tidak berlanjut. Utamanya kontraktor, ini bagai- mana soal investasi peralatan dan lainnya,"

terangnya. (gus)

Discussion on the Minerba Bill Stagnates in the House

Yanita Petriella

D

ISCUSSION on the Draft Mineral and Coal Mining Law (Minerba) as a revision of Law No. 4 of 2009 is still stagnant in the DPR.

Head of Sub Directorate of Coal Business Guidance, Directorate General of Mineral and Coal Ministry of ESDM Hariyanto said at this time, the discussion of the Minerba Bill was in the hands of the DPR. "Still waiting for the House's steps related to the Minerba Bill," he said, Monday (01/20/2020).

The draft list of problem inventory (DIM) of the Minerba Bill has not changed since last September when it was submitted by the government to the DPR.

He revealed that there are several provisions in the current Minerba Law that cannot be implemented, such as cross- cutting issues related to licensing to the regulation of small-scale rock exploitation and for certain purposes. In addition,...

Pembahasan RUU Minerba Mandek di DPR

Yanita Petriella

P

EMBAHASAN Ran cangan Un da ng- Undang Pertambangan Mineral dan Batubara (Minerba) sebagai revisi atas UU No. 4 Tahun 2009 masih stagnan di DPR.

Kasubdit Bimbingan Usaha Batubara Ditjen Minerba Kementerian ESDM Hariyanto mengatakan saat ini, pembahasan RUU Minerba dalam tangan DPR. “Masih nunggu langkah DPR terkait RUU Minerba," ujarnya, Senin (20/1/2020).

Adapun draf daftar inventarisasi masalah (DIM) RUU Minerba tak mengalami perubahan sejak September lalu ketika diserahkan pemerintah kepada DPR.

Dia mengungkapkan ada beberapa ketentuan dalam UU Minerba saat ini yang sudah tidak bisa dijalankan, seperti permasalahan lintas sektor terkait perizinan hingga pengaturan bentuk pengusahaan batuan skala kecil dan untuk keperluan tertentu. Selain itu,...

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In addition, there are also policies related to increasing the added value of minerals and coal.

"It is also necessary to regulate the adjust- ment of contracts into permits," he said.

The revision of the Minerba Act is also needed to adjust to Law No. 23 of 2014 concerning Regional Government. This is related to the authority of mining management and the decision of the constitutional court.

"Delegation of mining management authority from regencies/cities to provincial and central governments, the elimination of exploration mining area WIUP [Mining Business Permit Areas], and the determination of mining areas by the minister after being determined by the governor," Hariyanto said.

Academics from the University of Indonesia Tri Hayati proposed that there are rules to strengthen the role of the central government in supervising mines in Indonesia.

In addition, an understanding of authority rights, mineral rights, mining rights and economic rights derived from Article 33 paragraph 3 of the 1945 Constitution is needed. "To clarify the meaning of concession licenses in the management of natural resources," he said. Editor: Lucky Leonard

Selain itu, ada juga kebijakan terkait peningkatan nilai tambah mineral dan batu bara.

"Perlu juga pengaturan terkait penye- suaian kontrak menjadi izin," ucapnya.

Revisi UU Minerba juga diperlukan untuk menyesuaikan dengan UU No. 23 tahun 2014 tentang Pemerintahan Daerah. Hal itu terkait kewenangan pengelolaan pertambangan dan putusan mahkamah konstitusi.

"Penyerahan kewenangan pengelolaan pertambangan dari kabupaten/kota ke pemerintah provinsi dan pusat, peng- hapusan luasan WIUP [Wilayah Izin Usaha Pertambangan] eksplorasi, dan penetapan wilayah pertambangan oleh menteri setelah ditentukan oleh gubernur," tutur Hariyanto.

Akademisi dari Universitas Indonesia Tri Hayati mengusulkan agar ada aturan untuk menguatkan peran pemerintah pusat dalam melakukan pengawasan tambang di Indonesia.

Selain itu, diperlukan pemahaman authority right, mineral right, mining right, dan economic right yang diturunkan dari UUD 1945 pasal 33 ayat 3. "Memperjelas makna izin konsesi dalam pengelolaan SDA," katanya. Editor : Lucky Leonard

IUP Reclamation and Post-Mining Guarantees Are Still Low

Yanita Petriella

R

ECLAMATION guarantees and post- mining guarantees placed by mineral and coal mining companies under the authority of local governments have not reached 100%.

Jaminan Reklamasi dan Pascatambang IUP Masih Rendah

Yanita Petriella

J

AMINAN reklamasi dan jaminan pasca- tambang yang ditempatkan perusahaan tambang mineral dan batu bara di bawah kewenangan pemerintah daerah belum mencapai 100%.

(19)

Mineral and Coal Technical and Environmental Director of the Ministry of Energy and Mineral Resources (ESDM) Sri Raharjo said that as of November 2019, the total reclamation guarantee that had been placed by entrepreneurs was Rp1.34 trillion, while the total post-mining guarantee reached Rp4.36 trillion.

The second guarantee fund has increased from the end of 2018 which reached Rp1.21 trillion for reclamation guarantees and Rp3.54 trillion for post-mining guarantees.

"This reclamation and post-mining guarantee company places the form as deposits on behalf of the company to the government. So it cannot be disbursed unilaterally, both must be approved," he told Bisnis, recently.

Meanwhile, the level of compliance of mining entrepreneurs in placing reclamation guarantee funds and post- mining guarantees with permits issued by the provincial government is still below 100%.

"For reclamation guarantees the level of compliance that has not been placed reaches 33.31%, while for post-mining guarantees, the level of compliance that has not reached 67.07%. This is the governor's authority or a permit issued by the regional government," he said.

Sri detailed the permits issued by the central government such as the PKP2B contract (Coal Mining Work Agreement) for reclamation guarantees and post-mining guarantees had reached 100%, then the Contract of Work (KK) for reclamation guarantees had reached 95.83% and post- mining guarantees had reached 100%.

Meanwhile, until the end of November 2019, the realization of the reclamation plan which reached 7,000 hectares had only reached 6,748 hectares.

Direktur Teknik dan Lingkungan Mineral dan Batubara Kementerian Energi dan Sumber Daya Mineral (ESDM) Sri Raharjo mengatakan per November 2019, total jaminan reklamasi yang telah ditempatkan oleh pengusaha Rp1,34 triliun, sedangkan un tuk total jaminan pascatambang mencapai Rp4,36 triliun.

Dana kedua jaminan ini mengalami peningkatan dari akhir 2018 yang mencapai Rp1,21 triliun untuk jaminan reklamasi dan Rp3,54 triliun untuk jaminan pasca-tambang.

“Jaminan reklamasi dan pasca-tambang ini perusahaan menempatkan bentuknya adalah deposito atas nama perusahaan ke pemerintah. Jadi tidak bisa dicairkan sepihak, harus disetujui keduanya,” ujarnya kepada Bisnis, belum lama ini.

Adapun, untuk tingkat kepatuhan pengusaha tambang dalam menempatkan dana jaminan reklamasi dan jaminan pascatambang dengan izin yang dikeluarkan oleh pemerintah provinsi masih di bawah 100%.

“Untuk jaminan reklamasi tingkat kepatuhan yang belum menempatkan mencapai 33,31%, sedangkan untuk jaminan pascatambang, tingkat kepatuhannya yang belum mencapai 67,07%. Ini yang kewenangan gubernur atau izin yang dikeluarkan oleh pemerintah daerah,”

katanya.

Sri memerinci untuk izin yang dikeluarkan pemerintah pusat seperti kontrak PKP2B (Perjanjian Karya Pengusahaan Pertam- bangan Batubara) untuk jaminan reklamasi dan jaminan pascatambang sudah mencapai 100%, lalu Kontrak Karya (KK) untuk jaminan reklamasi sudah mencapai 95,83%

dan jaminan pascatambang telah mencapai 100%.

Adapun, hingga akhir November 2019, realisasi rencana reklamasi yang mencapai 7.000 hektare, baru tercapai 6.748 hektare.

(20)

ESDM Ministry's Mineral and Coal Director General Bambang Gatot Ariyono said that his party did not deny the level of compliance with reclamation guarantees and post-mining guarantees were very low for IUP which is the authority of the provincial government.

"Indeed, the problem is in the regions," he said.

He said he did a number of ways so that the level of reclamation and post-mining guarantee compliance could reach 100%.

Bambang said that his party had provided a white list of IUPs that could be served in the regions based on observance in placing reclamation guarantee funds and post- mining guarantees.

In addition, the government also conducted an electronic blocking of non-tax state revenue (e-PNBP) for companies that had not placed reclamation guarantee funds and post-mining guarantees. Editor: Lucky Leonard

Direktur Jenderal Mineral dan Batubara Kementerian ESDM Bambang Gatot Ariyono mengatakan pihaknya tak memungkiri tingkat kepatuhan jaminan reklamasi dan jaminan pascatambang sangat rendah untuk IUP yang menjadi kewenangan pemerintah provinsi.

“Memang yang menjadi permasalahan yakni di daerah,” ucapnya.

Pihaknya melakukan sejumlah cara agar tingkat kepatuhan jaminan reklamasi dan pasca-tambang dapat mencapai 100%.

Bambang menuturkan pihaknya telah memberikan white list daftar IUP yang boleh dilayani di daerah berdasarkan ketaatan dalam menempatkan dana jaminan reklamasi dan jaminan pascatambang.

Selain itu, pemerintah juga melakukan pemblokiran elektronik penerimaan negara bukan pajak (e-PNBP) bagi perusahaan yang belum menempatkan dana jaminan reklamasi dan jaminan pascatambang. Editor : Lucky Leonard

Coal Price Depressed by Chinese Policy, Here's the Prospect of

this Year

C

OAL prices still have the potential to weaken this year. But, coal price move- ments this year can still be better than last year.

Tuesday (21/1), the price of coal in ICE New Coal Futures trading for the April 2020 delivery contract dropped to the level of US$ 71.30 per metric ton. Whereas last week, Monday (1/13) the price touched US$ 76.90 per metric ton.

Harga Batubara Tertekan Kebijakan China, Begini

Prospeknya Tahun Ini

H

ARGA bat uba ra masi h berp oten si melemah di tahun ini. Tapi, pergerakan harga batubara tahun ini masih bisa lebih baik dibandingkan tahun lalu.

Selasa (21/1), harga batubara di perdagangan ICE New Coal Futures untuk kontrak pengiriman April 2020 merosot ke level US$ 71,30 per metrik ton. Padahal di pekan lalu, Senin (13/1) harga sempat menyentuh level US$ 76,90 per metrik ton.

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Central Capital Futures analyst Wahyu Tribowo Laksono said, the sentiment driving coal prices is still around supply and demand. Environmental issues related to carbon emissions due to coal and the abundant supply of natural gas will make coal prices weaken.

Wahyu added, China's policy will also affect coal prices. "The National Development and Reform Commission (NDRC) intervened in the price of coal in several ways, including setting new rules about electricity generation," he explained, Tuesday (1/21).

The mechanism for electricity prices in China was changed on January 1, 2020 with a more flexible system. These changes increase pressure on coal-fired power plants. In addition, the NDRC uses the lowest coal prices to subsidize the use of electricity in the industry.

This year, according to Wahyu, coal price trends will stagnate. After being down, the potential for rebounding coal prices is still there. But the increase in coal prices will not be too large. Because the issue of excess coal supply still exists.

Coal price projections

Even the S&P Global Platts and Capital Economic estimate, coal prices could fall to the level of US$ 50 per metric ton this year.

Meanwhile, Wahyu estimates that coal prices this year will move in the range of US$ 60-US$ 80 per metric ton in the medium term.

Meanwhile, until the end of the year coal prices will be in the range of US$ 50-US$

100 per metric ton. "The strategy, when prices are below US$ 70 per metric ton, can buy on weakness, whereas if prices are above US$ 80 per metric ton, they can sell on strength, with a level of US$ 60 per metric ton as the strongest support in the medium term," Wahyu suggested.

Analis Central Capital Futures Wahyu Tribowo Laksono mengatakan, sentimen penggerak harga batubara masih seputar pasokan dan permintaan. Isu lingkungan terkait emisi karbon karena batubara dan melimpahnya pasokan gas alam akan membuat harga batubara melemah.

Wahyu menambahkan, kebijakan China juga akan mempengaruhi harga batubara.

"National Development and Reform Commission (NDRC) mengintervensi harga batubara dengan beberapa cara, di antara- nya menetapkan aturan baru soal pembangkit listrik," jelas dia, Selasa (21/1).

Mekanisme harga listrik di China telah diubah pada 1 Januari 2020 dengan sistem yang lebih fleksibel. Perubahan tersebut meningkatkan tekanan pada pembangkit listrik tenaga batubara. Di samping itu, NDRC menggunakan harga batubara terendah untuk mensubsidi penggunaan listrik pada industri.

Pada tahun ini, menurut Wahyu, tren harga batubara akan stagnan. Setelah sempat turun, potensi harga batubara rebound masih ada. Tapi kenaikan harga batubara tidak akan terlalu besar. Pasalnya, isu kelebihan pasokan batubara masih ada.

Proyeksi harga batubara

Bahkan S&P Global Platts dan Capital Economic memperkirakan, harga batubara bisa jatuh hingga ke level US$ 50 per metrik ton tahun ini. Sementara, Wahyu memperkirakan harga batubara tahun ini akan bergerak pada rentang US$ 60-US$ 80 per metrik ton dalam jangka menengah.

Sedangkan sampai akhir tahun nanti harga batubara akan berada di rentang US$ 50-US$

100 per metrik ton. "Strateginya, saat harga berada di bawah US$ 70 per metrik ton bisa buy on weakness, sedangkan bila harga ada di atas US$ 80 per metrik ton bisa sell on strength, dengan level US$ 60 per metrik ton sebagai support terkuat di jangka menengah," saran Wahyu.

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Director of TRFX Garuda Berjangka Ibrahim added that coal prices could still rise this year. But this can happen assuming a trade war between China and the United States (US) is truly over.

Therefore, Ibrahim estimates, for the medium term or the next six months, coal will move at US$ 70-US$ 80 per ton.

Reporter: Hikma Dirgantara, Intan Nirmala Sari, Editor: Herry Prasetyo

Direktur TRFX Garuda Berjangka Ibrahim menambahkan, harga batubara masih bisa naik di tahun ini. Tapi hal ini bisa terjadi dengan asumsi perang dagang antara China dan Amerika Serikat (AS) benar-benar selesai.

Karena itu, Ibrahim memperkirakan, untuk jangka menengah atau enam bulan ke depan, batubara akan bergerak di US$ 70- US$ 80 per ton. Reporter: Hikma Dirgantara, Intan Nirmala Sari, Editor: Herry Prasetyo

PKP2B Contract Extension Will Be a Positive Precedent for

Investment

Mohammad Faizal

F

OR the next five years, the contracts of the seven companies holding the first generation Coal Mining Concession Agreement (PKP2B) will expire. According to the rules, the contract can be renewed for another ten years.

Mining Law S pecialist Abrar Saleng emphasized that not only is there a right, there is a shared interest between the government and the business world to ensure the extension of the contract, so that it sets a good precedent for the investment climate, especially in the mining sector.

Abrar explained, the extension right from the beginning was stipulated in the contents of the PKP2B contract and was strengthened by Law Number 4 of 2009 concerning Minerals and Coal (Minerba Law), precisely in the transitional provisions of article 169.

"Article 169 of the Minerba Act provides an opportunity to be extended. The Minerba Act respects the contract," he said in a discussion in Jakarta, Tuesday (1/21/

2020).

Perpanjangan Kontrak PKP2B Akan Jadi Preseden Positif bagi

Investasi

Mohammad Faizal

H

INGGA lima tahun mendatang, kontrak tujuh perusahaan pemegang Perjanjian Karya Pengusahaan Pertambangan Batubara (PKP2B) generasi pertama akan habis masa berlakunya. Sesuai aturan, kontrak tersebut dapat kembali diperpanjang untuk masa dua kali sepuluh tahun.

Pakar Hukum Pertambangan Abrar Saleng menegaskan, tak hanya berhak, ada kepentingan bersama antara pemerintah dan dunia usaha untuk memastikan perpanjangan kontrak tersebut, sehingga menjadi preseden baik bagi iklim investasi, khususnya di sektor pertambangan.

Abrar menjelaskan, hak perpanjangan sejak awal diatur dalam isi kontrak PKP2B dan dikuatkan oleh Undang-Undang Nomor 4 Tahun 2009 Tentang Mineral dan Batubara (UU Minerba), tepatnya pada ketentuan peralihan pasal 169.

"Pasal 169 UU Minerba memberi peluang untuk diperpanjang. UU Minerba meng- hormati kontrak itu," ujarnya dalam sebuah diskusi di Jakarta, Selasa (21/1/2020).