TABLE OF CONTENTS. No. Title Media Source Page

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Daily News Update Page 1

Dileep said that his party is considering weather factors, which are estimated at 50- 60 percent of the potential for heavy rains to continue in the second half until next year. He emphasized that BUMI will pursue the target while fulfilling its domestic supply obligations, aka Domestic Market Obligation (DMO).

Musim Hujan Mengganggu Produksi Batubara Bumi

Resources (BUMI)

Tendi Mahadi

F

ENOMENA La Nina dan curah hujan yang tinggi membayangi produksi batubara PT Bumi Resources Tbk (BUMI) hingga periode tengah tahun. Emiten pertambangan batubara Grup Bakrie ini pun telah menimbang kembali target produksi sampai akhir tahun 2022.

Direktur dan Sekretaris Perusahaan BUMI Dileep Srivastava menyampaikan bahwa pihaknya belum merilis hasil kinerja operasional pada semester pertama 2022.

Namun sebagai estimasi, volume penambangan dan penjualan batubara BUMI selama enam bulan mencapai sekitar 35 juta - 36 juta ton.

Dileep menyebut, La Nina dan curah hujan yang tinggi sejak Desember 2021 lalu masih menghambat proses produksi. BUMI pun menargetkan produksi batubara di angka 79 juta - 83 juta ton sepanjang tahun ini.

Target itu sedikit lebih tinggi dibandingkan tahun 2021 dengan volume sekitar 78 juta ton. Namun target BUMI saat ini di bawah ekspektasi sebelumnya yang mengejar produksi 81 juta - 86 juta ton sampai tutup tahun 2022.

Dileep mengatakan, pihaknya mempertim- bangkan faktor cuaca yang diperkirakan 50%-60% potensi hujan lebat bisa berlanjut pada semester kedua hingga tahun depan.

Dia menegaskan, BUMI akan mengejar target sembari memenuhi kewajiban pasokan dalam negeri alias Domestic Market Obligation (DMO).

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"If the La Nina rains subside, we hope to reach the 2022 guidance as outlined. We are on track to meet the DMO," Dileep told Kontan.co.id, Wednesday (6/7).

Meanwhile, BUMI's coal production will be supported by its two subsidiaries, namely PT Kaltim Prima Coal (KPC) and PT Arutmin Indonesia. KPC contributed higher with an estimated ratio of 2:1.

In terms of sales, Dileep sees that coal demand is still strong in the second half.

The effects of the Russo-Ukrainian war are still a driving factor as sanctions on the supply of fossil fuels originate from Russia.

Therefore, the European Union market can be considered in the second half of this.

However, there are a number of challenges that need to be addressed first.

First, the weather factor that can hinder production operations. Second, the specifications of the coal produced and its mixture in certain markets. Third, the priority to fulfill the DMO.

The fourth challenge is the limited funding support from banks or financial and investment institutions. "This can be detrimental to resolving the energy crisis as well as to managing energy security and orderly transitions," Dileep said.

In the midst of the position of coal prices which are still at a high level, BUMI has also accelerated debt payments. BUMI paid Tranche A in full in Q4 2022 and initiated significant payments from Tranche B, in addition to converting Mandatory Convertible Bonds (MCBs) into equity.

"Thus significantly reducing interest costs to be able to increase profits with a more balanced capital structure," explained Dileep.

"Jika hujan La Nina mereda, kami berharap dapat mencapai panduan tahun 2022 seperti yang diuraikan. Kami berada di jalur dalam memenuhi DMO," kata Dileep kepada Kontan.co.id, Rabu (6/7).

Adapun produksi batubara BUMI akan ditopang oleh dua anak usahanya, yakni PT Kaltim Prima Coal (KPC) dan PT Arutmin Indonesia. KPC berkontribusi lebih tinggi dengan estimasi perbandingan 2:1.

Dari sisi penjualan, Dileep melihat permintaan batubara masih kuat di semester kedua. Efek perang Rusia-Ukraina masih menjadi faktor pendorong seiring sanksi pasokan bahan bakar fosil yang berasal dari Rusia.

Oleh sebab itu, pasar Uni Eropa bisa menjadi pertimbangan pada pada semester kedua ini. Meski, ada sejumlah tantangan yang perlu lebih dulu dihadapi.

Pertama, faktor cuaca yang bisa menghambat operasional produksi. Kedua, spesifikasi batubara yang dihasilkan dan campurannya di pasar tertentu. Ketiga, prioritas untuk memenuhi DMO.

Tantangan keempat, terbatasnya dukungan pendanaan dari bank atau lembaga keuangan dan investasi. "Ini bisa merugikan untuk menyelesaikan krisis energi serta untuk mengelola keamanan energi dan transisi yang teratur," sebut Dileep.

Di tengah posisi harga batubara yang masih pada level tinggi, BUMI pun mempercepat pembayaran utang. BUMI membayar Tranche A secara penuh pada kuartal 4 2022 dan memulai pembayaran yang signifikan dari Tranche B, selain mengubah Mandatory Convertible Bonds (MCBs) menjadi ekuitas.

"Sehingga mengurangi secara signifikan biaya bunga untuk bisa menambah keuntungan dengan struktur modal yang lebih seimbang," jelas Dileep.

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BUMI also held an additional capital without giving the right to pre-emptive securities (PMTHMETD) aka private placement. In this corporate action, BUMI will issue 13,206.473,996 Series C shares with a nominal value of Rp 50 per share.

This amount represents 10.25% of BUMI's total shares prior to the private placement.

The exercise price will be held at Rp 76.59 per share. Thus, the value of this private placement transaction reached Rp 1.01 trillion, which was intended to convert Innovate Capital's debt.

"We hope to have a balanced capital structure after the current proposed corporate action and expect our 2022 performance to be far superior to 2021,"

concluded Dileep.

BUMI pun menggelar penambahan modal tanpa memberikan hak memesan efek terlebih dahulu (PMTHMETD) alias private placement. Dalam aksi korporasi ini, BUMI akan menerbitkan saham baru sebanyak 13.206.473.996 saham Seri C dengan nilai nominal Rp 50 per saham.

Jumlah itu mewakili 10,25% dari total saham BUMI sebelum private placement. Harga pelaksanaan akan digelar di Rp 76,59 per saham. Dengan demikian, nilai transaksi private placement ini mencapai Rp 1,01 triliun, yang ditujukan untuk mengonversi utang Innovate Capital.

"Kami berharap memiliki struktur permodal- an yang seimbang setelah aksi korporasi yang diusulkan saat ini dan mengharapkan kinerja tahun 2022 kami jauh lebih unggul dari tahun 2021," pungkas Dileep.

Status Transfer of Vale Indonesia Nickel Mining Permit,

MEMR: Still Under Study

Author: Nyoman Ary Wahyudi

T

HE MINISTRY of Energy and Mineral Resources (MEMR) has not yet made a definitive decision regarding the change in the status of PT Vale Indonesia Tbk's (INCO) contract of work (KK) becomes a special mining business license or IUPK after the mining permit for nickel operating areas expires in 2025.

Director General of Mineral and Coal (Dirjen Minerba) of the Ministry of EMR, Ridwan Djamaluddin, said his ministry was still studying further the plan to change the status of the mining permit owned by INCO.

Peralihan Status Izin Tambang Nikel Vale Indonesia, ESDM:

Masih Dikaji

Author: Nyoman Ary Wahyudi

K

EMENTERIAN Energi dan Sumber Daya Mineral (ESDM) belum memiliki keputusan yang definitif ihwal perubahan status kontrak karya (KK) PT Vale Indonesia Tbk.

(INCO) menjadi izin usaha pertambangan khusus atau IUPK setelah izin tambang wilayah operasi nikel berakhir pada 2025.

Direktur Jenderal Mineral dan Batu Bara (Dirjen Minerba) Kementerian ESDM Ridwan Djamaluddin mengatakan kementeriannya masih mengkaji lebih lanjut ihwal rencana perubahan status izin pertambangan milik INCO tersebut.

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Ridwan reasoned that the government's decision would begin with a joint discussion with the legislature through the work committee (Panja) initiated by Commission VII DPR RI.

"It will be discussed later, it hasn't been decided yet. It will be discussed later in the Panja, he said," said Ridwan when met at the DPR Building, Tuesday (5/7/2022).

On the other hand, he emphasized that his ministry also did not have a decision related to further efforts to divest INCO shares which were previously partially held by SOE Holding Mining Industry, Mining Industry Indonesia or MIND ID by 20 percent.

"It hasn't been decided, it hasn't been broken, it will be discussed later," he said.

Vale Indonesia President Director Febriany Eddy asked the government together with the legislature to approve a change in the status of the contract of work (KK) to a special mining business permit or IUPK after the company's nickel mining operating area permit expires in 2025.

Meanwhile, this step is also a continuation of the transfer or divestment of INCO's 20 percent stake in MIND ID two years ago.

Febriany reasoned that the request was also a follow-up to INCO's plan to increase domestic nickel production while increasing the utilization of concession land which only reached 16,000 hectares this year. Meanwhile, Vale Indonesia's nickel mining concession area on Sulawesi Island will reach 118,000 hectares as of 2022.

"We hope of course, we believe the government if we do all our obligations we will definitely be helped, the important thing now is to focus first, do everything, wake everything up," said Febriany when met at the DPR, Tuesday (5/7/2022).

Ridwan beralasan keputusan pemerintah bakal diawali dengan pembahasan bersama dengan legislatif lewat panitia kerja (Panja) inisiatif Komisi VII DPR RI.

“Nanti dibahas, belum putus tadi. Dibahas- nya nanti di Panja katanya,” kata Ridwan saat ditemui di Gedung DPR, Selasa (5/7/2022).

Di sisi lain, dia menegaskan kementeriannya juga belum memiliki keputusan terkait dengan upaya lanjutan divestasi saham INCO yang sebelumnya sudah dipegang sebagian oleh BUMN Holding Industri Pertambangan, Mining Industry Indonesia atau MIND ID sebesar 20 persen.

“Belum putus tadi, belum putus, nanti akan dibahas,” tuturnya.

Direktur Utama Vale Indonesia Febriany Eddy meminta pemerintah bersama dengan legislatif untuk menyetujui perubahan status kontrak karya (KK) menjadi izin usaha pertambangan khusus atau IUPK setelah izin wilayah operasi tambang nikel perseroan berakhir pada 2025.

Adapun, langkah itu juga menjadi kelanjutan dari pengalihan atau divestasi saham INCO sebesar 20 persen pada MIND ID dua tahun lalu.

Febriany beralasan permohonan itu juga menjadi tindaklanjut dari rencana INCO untuk meningkatkan produksi nikel dalam negeri sembari meningkatkan utilisasi lahan konsesi yang baru mencapai 16.000 hektare tahun ini. Sementara luas konsesi pertambangan nikel Vale Indonesia di Pulau Sulawesi mencapai 118.000 hektare per 2022.

“Kami berharap tentu, kami percaya pemerintah kalau kita lakukan semua kewajiban kita pasti akan dibantu, yang penting sekarang fokus dulu, kerjain semua, bangun semua,” kata Febriany saat ditemui di DPR, Selasa (5/7/2022).

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Meanwhile, INCO is currently finalizing investment commitments in integrated nickel ore mining and processing projects in Central Sulawesi and Southeast Sulawesi.

The plan is that INCO's new factory in Southeast Sulawesi will produce 73,000 nickel in the form of FeNi. Meanwhile, the new factories located in Southeast Sulawesi and South Sulawesi are targeted to produce nickel of 120,000 tons of nickel in MHP and around 60,000 nickel in stage 1 of MHP, respectively.

"Land utilization is also certain, that's actually [DPR's] input, that's why we built three factories, in the past maybe the demand was limited, now nickel has actually only been hot recently," he said.

Editor : Amanda Kusumawardhani

Adapun, INCO belakangan tengah meram- pungkan komitmen investasi pada proyek penambangan dan pengolahan bijih nikel terintegrasi di Sulawesi tengah dan Sulawesi Tenggara.

Rencanannya, pabrik baru INCO di Sulawesi Tenggara bakal memproduksi 73.000 nikel dalam bentuk FeNi. Sementara, pabrik anyar yang terletak di Sulawesi Tenggara dan Sulawesi Selatan ditargetkan dapat meng- hasilkan nikel masing-masing sebesar 120.000 ton nikel dalam MHP dan sekitar 60.000 nikel dalam MHP tahap 1.

“Utilisasi lahan juga pasti, itu kan sebenarnya masukan [DPR] makanya kita bangun pabrik tiga kan, kalau dulu mungkin permintaan terbatas sekarang kan nikel sebenarnya baru hot beberapa waktu terakhir,” kata dia.

Editor : Amanda Kusumawardhani

Still Strong Climbing, Coal Prices Up 7.6% in a Week

Maesaroh, CNBC Indonesia

C

OAL prices continue to soar. On Wednesday (6/7/2022) trading, the price of August contract stone on the Newcastle ICE market closed at US$ 397 per ton. Up 1.13% over the previous day.

The increase extended the black stone price rally since last Thursday or in the last five trading days and brought coal prices closer to the psychological level of US$ 400 per troy ounce.

Overall, coal prices shot up 7.6% in a week on a point-to-point basis. In a month, coal prices rose slightly by 0.7%, while in a year they rose by 201.3%.

Masih Kuat Nanjak, Harga Batu Bara Naik 7,6% dalam Seminggu

Maesaroh, CNBC Indonesia

H

ARGA batu bara terus melesat. Pada perdagangan Rabu (6/7/2022), harga batu kontrak Agustus di pasar ICE Newcastle ditutup di US$ 397 per ton. Melonjak 1,13% dibandingkan hari sebelumnya.

Kenaikan tersebut memperpanjang rally harga batu hitam sejak Kamis pekan lalu atau dalam lima hari perdagangan terakhir dan semakin mendekatkan harga batu bara ke level psikologis US$ 400 per troy ons.

Secara keseluruhan, harga batu bara melesat 7,6% dalam sepekan secara point to point. Dalam sebulan, harga batu bara menguat tipis 0,7% sementara dalam setahun melesat 201,3%.

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The soaring price of coal is still driven by large import demand from the European region as well as weather disturbances in Australia. As is known, European Union countries are accelerating supply because they will revive their coal power plants after Russia cut gas supplies. The delivery acceleration is also carried out because Europe will ban coal imports from Russia starting on August 10.

Romania, Wednesday (6/7/2022), announced it would extend the operation of its coal-fired power plant. Their two coal-fired power plants, which were originally closed at the end of this year, will continue to operate.

Romania follows other European countries such as Britain, Germany, Austria and the Netherlands, which restarted their power plants after Russia cut gas supplies to the region.

The UK government has reached an agreement with the manager of the Drax power plant in North Yorkshire to extend their coal plant operations until March 2023.

"Russia has cut gas supplies, reasonable precautionary measures have to be taken.

As energy minister, I am responsible for ensuring electricity supply during the winter season," said UK Minister of Energy, Business and Industrial Strategy Kwasi Kwarteng, as reported by The Guardian.

As a result of cutting gas supplies to Europe, natural gas prices continue to soar.

The price of natural gas EU Dutch TTF (EUR), which is the European benchmark, touched EUR 171 per megawatt-hour yesterday. The price jumped almost 115%

in a month.

The high price of gas makes the price of coal soar because black stone is an alternative energy source.

Melonjaknya harga batu bara masih didorong oleh besarnya permintaan impor dari kawasan Eropa serta gangguan cuaca di Australia. Seperti diketahui, negara Uni Eropa mempercepat pasokan karena akan menghidupkan kembali pembangkit listrik batu bara mereka setelah Rusia memangkas pasokan gas. Percepatan pengiriman juga dilakukan karena Eropa akan melarang impor batu bara dari Rusia mulai 10 Agustus mendatang.

Rumania, Rabu (6/7/2022), mengumumkan akan memperpanjang operasional pembangkit listrik batu bara. Dua pembangkit listrik batu bara mereka yang semula ditutup pada akhir tahun ini akan terus dioperasikan.

Rumania menyusul langkah negara Eropa lain seperti Inggris, Jerman, Austria, dan Belanda yang kembali menghidupkan pembangkit listrik mereka setelah Rusia memangkas pasokan gas ke kawasan tersebut.

Pemerintah Inggris telah mencapai kesepakatan dengan pengelola pembangkit listrik Drax di North Yorkshire untuk memperpanjang operasional pembangkit batu bara mereka hingga Maret 2023.

"Rusia telah memangkas pasokan gas, langkah pencegahan yang masuk akal harus dilakukan. Sebagai menteri energi, saya bertanggung jawab untuk memastikan pasokan listrik selama musim dingin," tutur Menteri Energi, Bisnis, dan Strategi Industri Inggris Kwasi Kwarteng, seperti dilansir The Guardian.

Akibat dari pemangkasan pasokan gas ke Eropa, harga gas alam terus melejit. Harga gas alam EU Dutch TTF (EUR) yang menjadi patokan Eropa menyentuh EUR 171 per megawatt-jam kemarin. Harga tersebut melonjak hampir 115% dalam sebulan.

Mahalnya harga gas membuat harga batu bara ikut melesat karena batu hitam merupakan sumber energi alternatif.

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Meanwhile, Montel News reported that Europe continued to accelerate coal imports from Russia or other countries before the sanctions deadline was imposed. Coal shipments from Russia via ports in northwestern Europe reached 1.8 million since the beginning of June 2022. A total of 0.7 million tons were shipped through ports in the Netherlands, 0.4 million tons to Germany and the rest to Denmark, Belgium and the UK.

Europe has also increased its coal imports from South Africa since June by 0.9 million tons while from Colombia 0.8 million tons.

"As long as imports from Russia can still be done, shipments from there will continue to pile up," said a coal broker from the UK, quoted from Montel News.

Reporting from Mining.com, coal shipments to Europe during January-June 2022 have reached 26 million, an increase of 35% compared to the same period last year. Weather disturbances that have caused heavy rains and floods have also pushed up coal prices.

Floods still hit parts of Australia, including parts of New South Wales. This condition has an impact on Australian coal production and shipments considering that New South Wales is a coal producing pocket.

Heavy rains are also expected to flush Queensland, which is also one of the pockets of coal production. Australian coal giant Glencore said its operations in the Hunter region of New South Wales were affected, albeit only in the short term.

Following heavy rainfall, the Australian Rail Track Corporation has closed the Hunter Valley rail network in New South Wales on Tuesday evening local time for up to 48 hours. In fact, the network plays an important role in supporting coal exports through the port of Newcastle.

Sementara itu, Montel News melaporkan Eropa terus mempercepat impor batu bara dari Rusia ataupun negara lain sebelum tenggat sanksi diberlakukan. Pengiriman bara dari Rusia melalui pelabuhan di barat laut Eropa mencapai 1,8 juta sejak awal Juni 2022. Sebanyak 0,7 juta ton dikirim melalui pelabuhan-pelabuhan di Belanda, 0,4 juta ton ke Jerman sementara sisanya ke Denmark, Belgia, dan Inggris.

Eropa juga meningkatkan impor batu bara dari Afrika Selatan sejak Juni sebanyak 0,9 juta ton sementara dari Kolombia 0,8 juta ton "Selama impor dari Rusia masih bisa dilakukan, pengiriman dari sana akan terus menumpuk," tutur broker batu bara dari Inggris, dikutip dari Montel News.

Dilansir dari Mining.com, pengiriman batu bara ke Eropa selama Januari-Juni 2022 telah menembus 26, juta atau meningkat 35% dibandingkan periode yang sama tahun lalu. Gangguan cuaca yang mengakibatkan hujan deras hingga banjir juga masih mendorong melonjaknya harga batu bara.

Banjir masih melanda sejumlah wilayah Australia, termasuk beberapa bagian New South Wales. Kondisi tersebut berdampak kepada produksi dan pengiriman batu bara Australia mengingat New South Wales merupakan kantong produksi batu bara.

Hujan lebat juga diperkirakan akan meng- guyur Queensland yang juga menjadi salah satu kantong produksi batu bara. Produsen besar batu bara Australia, Glencore, mengatakan operasional mereka di wilayah Hunter di New South Wales terimbas, meskipun hanya dalam jangka pendek.

Menyusul tingginya curah hujan, Australian Rail Track Corporation telah menutup jaringan kereta Hunter Valley di New South Wales pada Selasa malam waktu setempat hingga 48 jam. Padahal, jaringan tersebut memegang peran penting dalam mendukung ekspor batu bara melalui pelabuhan Newcastle.

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Production disruption due to bad weather also occurred in Indonesia. This was disclosed by the Secretary and Director of PT Bumi Resources Tbk (BUMI) Dileep Srivasta. According to him, the company's coal production has been affected by bad weather since the end of 2021.

He emphasized that the company is still optimistic that coal production will reach the target of around 80 million tons. This target has increased compared to last year's production of 70 million tons.

"We carried out emergency dewatering at some of our mines, but the rain was still quite heavy. Weather forecasts indicate that there is a possibility that La Nina conditions will persist in the third quarter of 2022. But we are trying to return to normal production as optimally as possible," Dileep told CNBC Indonesia, Wednesday (6/7/2022).

It is feared that weather disturbances in Australia and Indonesia will have a major impact on the production and traffic of coal shipments around the world. In fact, Australia is the world's largest exporter of metallurgical coal. Indonesia and Australia are the largest exporters of thermal coal.

CNBC INDONESIA RESEARCH TEAM (mae/mae)

Gangguan produksi akibat cuaca buruk juga terjadi di Indonesia. Hal ini di- ungkapkan oleh Sekretaris dan Direktur PT Bumi Resources Tbk (BUMI) Dileep Srivasta. Menurutnya saat ini produksi batu bara perusahaan terkena imbas cuaca buruk sejak akhir 2021.

Dia menegaskan perusahaan masih optimistis produksi batu bara mencapai target sekitar 80 juta ton. Target ini melesat dibandingkan produksi tahun lalu sebesar 70 juta ton.

"Kami melakukan dewatering darurat di beberapa tambang kami, tapi hujan masih cukup deras. Prakiraan cuaca menunjuk- kan ada kemungkinan kondisi La Nina bertahan di kuartal III-2022. Tapi kami berupaya produksi ke normal seoptimal mungkin," kata Dileep kepada CNBC Indonesia, Rabu (6/7/2022).

Gangguan cuaca di Australia dan Indonesia dikhawatirkan berdampak besar terhadap produksi dan lalu lintas pengiriman batu bara ke seluruh dunia. Padahal, Australia merupakan eksportir terbesar di dunia untuk batu bara metalurgi. Indonesia dan Australia adalah eksportir terbesar untuk batu bara thermal. TIM RISET CNBC INDONESIA (mae/mae)

Applying OHS Principles, Antam Again Record Zero Fatality Work

Author: Rian Wahyuddin

P

T ANEKA Tambang Tbk (ANTAM) again succeeded in recording zero fatality in the work environment during the first semester of 2022 (1H22). This achieve- ment is in line with the Company's commitment to implementing the principles of Occupational Safety and Health (OSH) and Operational Safety.

Terapkan Prinsip K3, Antam Kembali Catatkan Zero Fatality Kerja

Penulis: Rian Wahyuddin

P

T ANEKA Tambang Tbk (ANTAM) kembali berhasil mencatatkan zero fatality di lingkungan kerja selama semester pertama tahun 2022 (1H22). Capaian ini sejalan dengan komitmen Perusahaan dalam menerapkan prinsip Keselamatan dan Kesehatan Kerja (K3) dan Keselamatan Operasi.

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Along with the target to maintain a zero fatality record in 2021, ANTAM also continues to strive to improve the OHS culture in all operational areas to be able to create safe, efficient and productive operational activities.

"In carrying out operational activities, ANTAM always pays attention to OSH aspects as the main principle that must be applied by all ANTAM Personnel," said ANTAM's President Director Nico Kanter in an official statement, Wednesday (6/7).

As a company that is committed to implementing sustainability where OSH is one of the important aspects in it, ANTAM continues to improve the competence of the Company's OHS management team through the ANTAM Safety Resilient program and various other trainings.

"We also continue to increase awareness about OSH to all employees and work partners so that they can realize safe operations and minimize work accidents within the Company," he added.

For information, various efforts have been made by the Company in maintaining and managing OSH so as to create a safe and healthy work environment for all ANTAM Personnel.

These efforts are implemented in several ways, such as the Mining Safety Manage- ment System (SMKP), encouraging the empowering of human competency in all employees and partners.

Then encourage active participation of workers in accident prevention programs, conduct regular Health checks (MCU), and ensure operational activities are carried out by meeting environmental quality standards.

Seiring dengan target untuk mempertahan- kan catatan zero fatality di tahun 2021, ANTAM juga terus berupaya meningkatkan budaya K3 di seluruh wilayah operasi agar mampu menciptakan kegiatan operasional yang aman, efisien dan produktif.

“Dalam menjalankan kegiatan operasi, ANTAM senantiasa memperhatikan aspek- aspek K3 sebagai prinsip utama yang wajib diterapkan seluruh Insan ANTAM,” kata Direktur Utama ANTAM Nico Kanter dalam keterangan resmi, Rabu (6/7).

Sebagai perusahaan yang berkomitmen untuk menjalankan keberlanjutan dimana K3 merupakan salah satu aspek penting di dalamnya, ANTAM terus berupaya meningkatkan kompetensi tim pengelola K3 Perusahaan melalui program ANTAM Safety Resilient dan berbagai pelatihan lainnya.

“Kami juga terus melakukan peningkatan awareness mengenai K3 kepada seluruh pegawai dan mitra kerja sehingga dapat mewujudkan operasional yang aman dan meminimalisir terjadinya kecelakaan kerja di lingkungan Perusahaan,” imbuhnya.

Sebagai informasi, berbagai upaya dilakukan Perusahaan dalam menjaga dan mengelola K3 sehingga dapat menciptakan lingkungan kerja yang aman dan sehat bagi seluruh Insan ANTAM.

Upaya tersebut diimplementasikan dalam beberapa hal seperti Sistem Manajemen Keselamatan Pertambangan (SMKP), men- dorong empowering human competency di seluruh pegawai dan mitra kerja.

Kemudian mendorong partisipasi aktif pekerja dalam program pencegahan kecelakaan, melakukan pemeriksaan Kesehatan (MCU) secara berkala, serta memastikan kegiatan operasional dilaksanakan dengan memenuhi standar baku mutu lingkungan.

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In front of the TIIWG G20 Delegation, Minister Bahlil Affirms the Ban on Raw Nickel

Exports

T

HE MINISTRY of Investment/Investment Coordinating Agency (BKPM) held the second meeting of the G20 Trade Investment and Industry Working Group (TIIWG) in Surakarta, Central Java, which took place on 5-7 July 2022.

In the opening of the second TIIWG, the Minister of Investment or the Head of the Investment Coordinating Board (BKPM) Bahlil Lahadalia, in front of the delegates who were present, discussed the ban on exports of crude nickel to the world.

According to Bahlil, it is very important to reiterate the ban on nickel exports to the G20 delegates who were present. The goal is for G20 countries to understand the steps taken by the Indonesian government.

"We were brought to the WTO by several other countries, earlier I intentionally said that this forum should discuss there must be a common view that standing is the same as being high and sitting the same low, and each country is given the authority to regulate the position of their respective countries," said Bahlil, in his speech at the second TIIWG G20 meeting, Wednesday (6/7/2022).

"Earlier, I was purposely to provide clear enlightenment that the consensus of countries in the world to lead to green energy, environmental welfare, is a must,"

he added.

Bahlil explained, Indonesia is committed to encouraging the downstream industry in Indonesia to increase added value.

Di Depan Delegasi TIIWG G20, Menteri Bahlil Tegaskan Larangan Ekspor Nikel Mentah

K

EMENTERIAN Investasi/Badan Koor- dinasi Penanaman Modal (BKPM) melak- sanakan pertemuan kedua Trade Investment and industry working Group (TIIWG) G20 di Surakarta, Jawa Tengah, yang berlangsung pada 5-7 Juli 2022.

Dalam pembukaan TIIWG kedua ini, Menteri Investasi atau Kepala Badan Koordinasi Penanaman Modal (BKPM) Bahlil Lahadalia, dihadapan delegasi yang hadir membahas mengenai larangan ekspor nikel mentah ke dunia.

Menurut Bahlil, sangat penting menyampaikan kembali terkait larangan ekspor nikel kepada delegasi G20 yang hadir. Tujuannya, supaya negara G20 paham langkah yang dilakukan Pemerintah Indonesia tersebut.

"Kita kan dibawa ke WTO oleh beberapa negara lain, tadi saya sengaja menyampaikan bahwa sudah harus diforum ini membahas harus ada kesamaan pandang bahwa berdiri sama tinggi duduk sama rendah, dan diberi- kan kewenangan kepada masing-masing negara untuk mengatur posisi negaranya masing-masing," kata Bahlil, dalam sam- butannya di acara pertemuan kedua TIIWG G20, Rabu (6/7/2022).

"Tadi itu saya sengaja memang untuk memberikan pencerahan secara gamblang bahwa konsensus negara di dunia ini untuk mengarah ke green energy lingkungan kesejahteraan ini kan menjadi suatu keharusan," tambahnya.

Bahlil menjelaskan, Indonesia berkomitmen untuk mendorong hilirisasi industri di Indonesia untuk meningkatkan nilai tambah.

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This is evidenced by the policy of prohibiting the export of a number of leading mining commodities in raw form, especially nickel.

"This is in line with the president's vision regarding economic transformation, once we downstream our nickel," he said.

Nickel

Regarding nickel, according to him, it must be fought for. In addition, the government plans to start banning the export of raw bauxite this year following the nickel trail.

In addition to bauxite, the government will also stop exports of raw tin at the end of 2022.

"This year we will stop bauxite, ban the export of raw bauxite. Next year we will ban the export of tin," he said.

Bahlil said, Indonesia is the second largest tin producer in the world, the first position is China. However, the export volume is bigger than China. Therefore, the downstreaming of Indonesia's leading mining products is encouraged to prevent illegal mining.

"We take care, otherwise illegal mining continues. Mining that cannot measure our production volume capacity is dangerous, so we manage and make arrangements, namely in order to encourage the realization of an environmentally friendly industry using new renewable energy and the added value is with us, " he concluded.

Minister Bahlil Proposes Downstream Nickel Below 50 Percent Subject to Export Tax

Previously, the Minister of Investment/

Head of the Investment Coordinating Board (BKPM) Bahlil Lahadalia emphasized his commitment to supporting downstreaming. One of them is related to the discourse on the imposition of export taxes with certain provisions.

Hal ini dibuktikan dengan kebijakan larangan ekspor sejumlah komoditas tambang unggulan dalam bentuk mentah, terutama nikel.

"Ini sejalan dengan visi bapak presiden terkait transformasi ekonomi, begitu kita melakukan hilirisasi nikel kita," ujarnya.

Nikel

Terkait dengan nikel, menurutnya harus diperjuangkan. Selain itu, pemerintah berencana mulai melarang ekspor bauksit mentah di tahun ini mengikuti jejak nikel. Selain bauksit, pemerintah juga akan menyetop ekspor timah mentah di penghujung 2022.

"Tahun ini kita akan menyetop bauksit, melarang ekspor bauksit mentah. Tahun depan kita akan melarang ekspor timah,"

katanya.

Kata Bahlil, Indonesia merupakan penghasil timah kedua terbesar di dunia, posisi pertama adalah China. Namun, untuk volume ekspor lebih besar dibandingkan China. Oleh karena itu, didorong hilirisasi produk tambang unggulan Indonesia guna mencegah penambangan liar.

"Kita jaga, kalau tidak penambangan liar terus terjadi. Penambangan yang tidak bisa mengukur kapasitas volume produksi kita ini kan bahaya, jadi kita mengelola dan melakukan penataan yaitu dalam rangka mendorong agar terwujudnya industri yang ramah lingkungan memakai energi baru terbarukan dan nilai tambahnya ada dikita,"

pungkasnya.

Menteri Bahlil Usul Hilirisasi Nikel di Bawah 50 Persen Kena Pajak Ekspor Sebelumnya, Menteri Investasi/Kepala Badan Koordinasi Penanaman Modal (BKPM) Bahlil Lahadalia menegaskan komitmennya dalam mendukung hilirisasi.

Salah satunya terkait wacana pengenaan pajak ekspor dengan ketentuan tertentu.

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For example, if the processing of mining materials is still below 50 percent or less than semi-finished goods, export taxes can be imposed. The goal is to bring attention to downstreaming.

"I agree that we have not done the downstreaming of our nickel properly. So for our nickel, I made a discourse yesterday, if the downstreaming is below 50 percent, we just impose an export tax, because we encourage downstreaming," he said in a Working Meeting with Commission VI DPR RI, Friday (10/6/2022).

He also delivered this discourse in Davos, Switzerland some time ago. There he invited global investors to invest their funds in the development of electric cars in Indonesia.

Bahlil added that his party would strictly oversee the downstreaming of electric vehicle batteries in Indonesia. Although, he said there were various challenges.

"Therefore, for the battery, because I myself was in charge, there was no story even if other countries were not sincere for this advanced Indonesian country to become an industrialist country," he said.

In the development of electric vehicle batteries, one of the chosen ones is the Batang Integrated Industrial Estate (KIT- Batang). Minister Bahlil emphasized that two companies had committed to building the area, namely LG and Foxconn.

Industrial Estate Prototype

Furthermore, Minister Bahlil revealed the reason KIT-Batang was chosen to be developed as an industrial area. He even called KIT-Batang a prototype for industrial estates in Indonesia.

"In Batang we are building an industrial area, the land is very cheap, and it is the prototype of the best industrial area in Indonesia at this time. Why?...

Misalnya, jika pengolahan bahan tambang masih berada di bawah 50 persen atau kurang dari barang setengah jadi, bisa dikenakan pajak ekspor. Tujuannya untuk menghadirkan perhatian kepada hilirisasi.

"Saya setuju bahwa hilirisasi nikel kita belum sepenuhnya kita lakukan secara baik.

Jadi untuk nikel kita, saya kemarin melontarkan wacana, kalau hilirisasinya dibawah 50 persen kita kenakan saja pajak ekspor, karena ini kita dorong hilirisasi,"

katanya dalam Rapat Kerja dengan Komisi VI DPR RI, Jumat (10/6/2022).

Wacana ini juga pernah disampaikan olehnya di Davos, Swiss beberapa waktu lalu. Disana ia mengajak investor global untuk menanamkan dananya ke pengembangan mobil listrik di Indonesia.

Bahlil menambahkan, pihaknya akan meng- awal secara ketat hilirisasi terkait baterai kendaraan listrik di Indonesia. Meski, ia menyebut ada berbagai tantangan.

"Makanya, untuk baterai karena saya sendiri yang kawal gak ada cerita sekalioun negara- negara lain tidak ikhlas untuk negara Indonesia ini maju untuk menjadi negara industrialis," katanya.

Dalam pengembangan baterai kendaraan listrik, salah satu yang dipilih adalah Kawasan Industri Terpadu Batang (KIT-Batang).

Menteri Bahlil menegaskan dua perusahaan telah berkomitmen membangun dikawasan itu, yakni LG dan Foxconn.

Prototipe Kawasan Industri

Lebih jauh, Menteri Bahlil mengungkap alasan KIT-Batang dipilih untuk dikem- bangkan jadi kawasan industri. Ia bahkan menyebut KIT-Batang jadi prototipe kawasan industri di Indonesia.

"Di batang itu kita membangun kawasan industri tanahnya murah sekali, dan itu adalah prototipe kawasan industri terbaik di Indonesia saat ini. Kenapa?...

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Why? Because the price is cheap, 350 meters from the toll road, there is a train, both have a port and it is full," he said.

He said this was also one of the reasons for the entry of Taiwanese company Foxconn and South Korean company LG.

"So Foxconn has been for decades. During the previous administration, it was not possible to seduce Foxconn, only Pak Jokowi's government, God willing, will enter in the third quarter," he said.

"LG (investment value) is Rp. 142 trillion, sir, that's the largest investment in the EV Battery ecosystem in the world. This is not hotcakes, this is not going to happen later.

Yesterday was the second stage of implementation," he added.

This has become his concern for value- added investment. It is hoped that it will be able to contribute to national economic growth.

Kenapa? Karena harganya murah, 350 meter dari tol, ada kereta api kemduain ada pelabuhan dan itu sudah penuh," katanya.

Ia menyebut, ini juga jadi salah satu alasan masuknya perusahaan asal Taiwan Foxconn dan perusahaan asal Korea Selatan LG.

"Jadi Foxconn itu selama berpuluh-puluh tahun, di masa pemerintahan sebelumnya merayu Foxconn gak bisa, cuma pemerintahan pak jokowi Insyaa Allah akan masuk di kuartal III," katanya.

"LG itu (nilai investasinya) Rp 142 triliun pak, itu terbesar dalam rangka investasi ekosistem EV Battery di dunia. Ini bukan kacang goreng, ini bukan nanti akan. Sudah kemarin tahap kedua implementasinya,"

tambahnya.

Hal ini jadi perhatiannya terhadap investasi nilai tambah. Diharapkan, mampu berkontribusi terhadap pertumbuhan ekonomi nasional.

Bukit Asam Wins AKHLAK Award 2022

Author: Digital Media

P

T BUKIT Asam Tbk (PTBA) won the AKHLAK Award 2022 for the category of Mineral and Coal Cluster AKHLAK Implementation Index. Reflection on the 2nd Year of SOE Morals - AKHLAK Award 2022 held by ACT Consulting International on Tuesday (5/6) attended by Indonesian Vice President Ma'ruf Amin, RI MPR Chairman Bambang Soesatyo, SOE Minister Erick Thohir, KPK Deputy Chair Nurul Ghufron, and the board of directors of SOEs.

Bukit Asam Raih Penghargaan AKHLAK Award 2022

Author: Media Digital

P

T BUKIT Asam Tbk (PTBA) meraih penghargaan AKHLAK Award 2022 untuk kategori Indeks Implementasi AKHLAK Klaster Mineral dan Batu Bara. Refleksi 2 Tahun AKHLAK BUMN - AKHLAK Award 2022 yang diselenggarakan oleh ACT Consulting International pada Selasa (5/6) dihadiri oleh Wakil Presiden RI Ma'ruf Amin, Ketua MPR RI Bambang Soesatyo, Menteri BUMN Erick Thohir, Wakil Ketua KPK Nurul Ghufron, dan jajaran direksi BUMN.

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ACT Consulting as an independent institution measures the implementation of AKHLAK values (Many, Competent, Harmonious, Loyal, Adaptive, Collaborative) in SOE and government ministries/

agencies. The application of moral values in SOEs is in accordance with the Decree of the Minister of SOEs Number SK-115/MBU/

05/2022 concerning Guidelines for the Implementation of the Main Values of Human Resources in State-Owned Enterprises. Regarding this award, the President Director of PTBA Arsal Ismail expressed his gratitude to all PTBA personnel who jointly carry out the core values of AKHLAK so that PTBA can further improve governance and achieve positive performance.

"This award is a matter of pride. PTBA continues to improve its governance systems and practices from year to year, in order to remain responsible, transparent, and fair by following the best applicable governance practices," said Arsal Ismail. In his remarks at the 2022 AKHLAK Award event, Indonesian Vice President Ma'ruf Amin said that SOEs' AKHLAK as a core value should be the basis for advancing to class, as well as capital to win in competition.

"Besides its role as agents of development to accelerate the improvement of people's welfare, SOEs are also required to become value-creating agents, in which the contribution of SOEs to the state is expected to continue to increase in line with the development of total assets and business expansion. SOEs should continue to upgrade themselves along with progress. time to succeed in realizing the ideals of Indonesian SOEs that are global," said Ma'ruf Amin.

Chairman of the MPR RI Bambang Soesatyo hopes that this award can encourage SOEs to further improve their governance by implementing AKHLAK values.

ACT Consulting sebagai lembaga independen mengukur implementasi nilai AKHLAK (Amanah, Kompeten, Harmonis, Loyal, Adaptif, Kolaboratif) di BUMN dan kementerian/lembaga pemerintah.

Penerapan nilai AKHLAK di BUMN sesuai dengan Surat Keputusan Menteri BUMN Nomor SK-115/MBU/05/2022 tentang Pedoman Implementasi Nilai-nilai Utama Sumber Daya Manusia Badan Usaha Milik Negara. Terkait penghargaan ini, Direktur Utama PTBA Arsal Ismail menyampaikan terima kasih kepada seluruh insan PTBA yang bersama-sama menjalankan nilai inti AKHLAK sehingga PTBA dapat semakin meningkatkan tata kelola serta mencapai kinerja positif.

"Penghargaan ini merupakan suatu kebanggaan. PTBA senantiasa meningkatkan sistem dan praktek tata kelola dari tahun ke tahun, agar tetap dapat bertanggung jawab, transparan, dan berlaku adil dengan mengikuti praktek tata kelola terbaik yang berlaku," kata Arsal Ismail. Dalam sam- butannya pada acara AKHLAK Award 2022, Wakil Presiden RI Ma'ruf Amin mengatakan bahwa AKHLAK BUMN sebagai core value (nilai inti) seyogianya menjadi pijakan untuk naik kelas, serta modal untuk menang dalam berkompetisi.

"Di luar perannya sebagai agen pembangunan untuk mempercepat peningkatan kesejahteraan rakyat, BUMN juga dituntut untuk menjadi agen pencipta nilai, yang mana kontribusi BUMN kepada negara diharapkan senantiasa meningkat seiring dengan perkem- bangan total aset dan ekspansi bisnisnya.

BUMN selayaknya terus meng-upgrade diri seiring dengan kemajuan zaman hingga berhasil mewujudkan cita-cita BUMN Indonesia yang mendunia," kata Ma'ruf Amin.

Ketua MPR RI Bambang Soesatyo berharap pemberian penghargaan ini dapat mendorong BUMN agar semakin meningkatkan tata kelolanya dengan menerapkan nilai- nilai AKHLAK.

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"Today's AKHLAK Award ceremony can be interpreted thoroughly in all its aspects and dimensions," he said.

Meanwhile, Deputy Chairperson of the KPK, Nurul Ghufron, conveyed his congratulations to SOE that won the AKHLAK Award. He advised SOEs to consistently implement the values of AKHLAK to support the eradication of corruption. "We say congratulations and continue to maintain the core value of AKHLAK. Because with AKHLAK, SOEs can prosper and Indonesia prosper," he said.

SOE Minister Erick Thohir revealed that the implementation of the core value of AKHLAK continues to show good results in SOEs. For example, the consistency of cleaning and eradicating corruption in SOEs, the transformation of human capital to become more professional, to the profit of SOEs, which was previously only Rp. 13 trillion, has now become Rp. 126 trillion.

"This is what we must continue to maintain. We continue to increase our contribution to the state, which now amounts to Rp. 372 trillion from taxes, dividends and profit sharing. I emphasize to all SOEs to consistently apply the core value of AKHLAK in doing their work," he said.

On the same occasion, Founder of ACT Consulting, Ary Ginanjar Agustian, assessed that the application of AKHLAK can be seen in the professionalism, transparency, and openness of SOEs in the transformation of human capital and eradication of corruption. He appreciated SOEs that were ready and willing to be assessed by an independent party. In total there are 31 SOEs and 102 SOE subsidiaries participating in the AKHLAK Award in the period July 2021-June 2022.

Editor : Digital Media

"Acara penganugerahan AKHLAK Award pada hari ini kiranya dapat dimaknai secara menyeluruh dalam segala aspek dan dimensinya," ujarnya.

Sementara, Wakil Ketua KPK Nurul Ghufron menyampaikan ucapan selamat kepada BUMN yang berhasil meraih AKHLAK Award. Ia berpesan agar BUMN konsisten menjalankan nilai AKHLAK untuk mendukung pemberantasan korupsi.

"Kami menyampaikan selamat dan jaga terus core value AKHLAK. Karena dengan AKHLAK itu, BUMN bisa jaya dan Indonesia sejahtera," tegasnya.

Menteri BUMN Erick Thohir mengungkap- kan, penerapan core value AKHLAK terus menunjukkan hasil yang baik di BUMN.

Contohnya konsistensi bersih-bersih dan pemberantasan korupsi di BUMN, transformasi human capital yang menjadi lebih profesional, hingga laba BUMN yang tadi- nya hanya Rp 13 triliun sekarang menjadi Rp 126 triliun.

"Ini yang harus terus kita jaga. Kita terus memberikan peningkatan kontribusi kepada negara yang sekarang jumlahnya Rp 372 triliun dari pajak, dividen, dan bagi hasil. Saya menekankan kepada seluruh BUMN agar terus konsisten menerapkan core value AKHLAK dalam melakukan pekerjaannya," tegasnya.

Pada kesempatan yang sama, Founder ACT Consulting Ary Ginanjar Agustian menilai bahwa penerapan AKHLAK terlihat dalam profesionalisme, transparansi, serta keter- bukaan BUMN dalam transformasi human capital dan pemberantasan korupsi. Ia mengapresiasi BUMN-BUMN yang siap dan bersedia diberi penilaian oleh pihak independen. Total ada 31 BUMN dan 102 anak perusahaan BUMN yang berparti- sipasi dalam AKHLAK Award pada periode Juli 2021-Juni 2022. Editor : Media Digital

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Still in the Consolidation Phase, Here's the Recommendation for Bumi Resources (BUMI) Stocks

Tendi Mahadi

S

HARES of compact coal issuers weakened on Wednesday (6/7), PT Bumi Resources Tbk (BUMI) was no exception. Shares of the Bakrie Group coal mining company slumped 1.43% to Rp 69.

BUMI's stock movement has strengthened in recent times. Year to date, there was a 2.99% strengthening. In the past month, BUMI's shares rose 18.97%. Meanwhile, within a week, there was an increase of 4.55%.

Equity Analyst Kanaka Hita Solvera William Wibowo sees at least two factors driving the increase in BUMI prices. First, exposure to positive catalysts from the market and coal prices which are still at high levels.

Second, the market responds to BUMI's diligent corporate actions. Meanwhile, BUMI recently announced that it will hold additional capital without granting the right to pre-emptive securities (PMTHMETD) aka private placement.

"I think both of them affect the increase in BUMI's stock price. On the other hand, the MACD (Moving Average Convergence Divergence) indicator also indicates that there is an opportunity for price increases and potential buyer power is quite large,"

William said when contacted by Kontan.co.id, Wednesday (6/7).

However, William noted that currently BUMI's stock movement is still in the consolidation phase. The new price will be...

Masih Fase Konsolidasi, Begini Rekomendasi Saham Bumi

Resources (BUMI)

Tendi Mahadi

S

AHAM emiten batubara kompak melemah pada perdagangan Rabu (6/7) ini, tak terkecuali bagi PT Bumi Resources Tbk (BUMI). Saham emiten pertambangan batubara Grup Bakrie ini merosot 1,43% ke harga Rp 69.

Pergerakan saham BUMI cukup menguat dalam beberapa waktu terakhir. Secara year to date, ada penguatan 2,99%. Dalam sebulan terakhir, saham BUMI naik 18,97%.

Sedangkan dalam sepekan, ada peningkatan 4,55%.

Equity Analyst Kanaka Hita Solvera William Wibowo melihat setidaknya ada dua faktor pendorong kenaikan harga BUMI. Pertama, terpapar katalis positif dari pasar dan harga batubara yang masih di level tinggi.

Kedua, pasar merespons aksi korporasi yang rajin dilakukan BUMI. Adapun, baru-baru ini BUMI mengumumkan akan menggelar penambahan modal tanpa memberikan hak memesan efek terlebih dahulu (PMTHMETD) alias private placement.

"Saya pikir keduanya mempengaruhi kenaikan harga saham BUMI. Di sisi lain, indikator MACD (Moving Average Convergence Divergence) juga meng- indikasikan ada peluang kenaikan harga dan potensi kekuatan pembeli yang cukup besar," kata William saat dihubungi Kontan.co.id, Rabu (6/7).

Namun William memberikan catatan bahwa saat ini pergerakan saham BUMI masih di fase konsolidasi. Harga baru akan...

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The new price will be confirmed when it is in its uptrend, if it manages to close above the Rp 75 level for several days.

In the midst of current market conditions, William advises market participants to buy on breakouts by observing the resistance area at Rp. 75 with the support level at Rp.

61. Then, the next resistance level is at Rp.

90.

Just so you know, the La Nina phenomenon and high rainfall overshadow BUMI's coal production. BUMI Director and Corporate Secretary Dileep Srivastava said that his party had not released the results of operational performance in the first half of 2022.

However, as an estimate, BUMI's coal mining and sales volume for six months reached around 35 million - 36 million tons. BUMI also targets coal production to reach 79 million - 83 million tons this year.

The target is slightly higher than in 2021 with a volume of around 78 million tons.

However, BUMI's current target is below previous expectations of pursuing production of 81 million - 86 million tons until the end of 2022.

Dileep said that his party is considering weather factors, which are estimated at 50- 60 percent of the potential for heavy rains to continue in the second half until next year. He emphasized that BUMI will pursue the target while fulfilling its domestic supply obligations, aka Domestic Market Obligation (DMO).

"If the La Nina rains subside, we hope to reach the 2022 guidance as outlined. We are on track to meet the DMO," Dileep told Kontan.co.id, Wednesday (6/7).

In terms of sales, Dileep sees that coal demand is still strong in the second half.

The effects of the Russo-Ukrainian war are still a driving factor as sanctions on the supply of fossil fuels originate from Russia.

Harga baru akan terkonfirmasi saat berada di uptrend-nya, bila berhasil closing di atas level Rp 75 selama beberapa hari.

Di tengah kondisi pasar saat ini, William menyarankan pelaku pasar untuk buy on breakout mencermati area resistance pada Rp 75 dengan level support berada di Rp 61.

Kemudian, level resistance selanjutnya ada di posisi Rp 90.

Asal tahu saja, fenomena La Nina dan curah hujan yang tinggi membayangi produksi batubara BUMI. Direktur dan Sekretaris Perusaha- an BUMI Dileep Srivastava menyampaikan bahwa pihaknya belum merilis hasil kinerja operasional pada semester pertama 2022.

Namun sebagai estimasi, volume penambangan dan penjualan batubara BUMI selama enam bulan mencapai sekitar 35 juta - 36 juta ton. BUMI pun menargetkan produksi batubara di angka 79 juta - 83 juta ton sepanjang tahun ini.

Target itu sedikit lebih tinggi dibandingkan tahun 2021 dengan volume sekitar 78 juta ton. Namun target BUMI saat ini di bawah ekspektasi sebelumnya yang mengejar produksi 81 juta - 86 juta ton sampai tutup tahun 2022.

Dileep mengatakan, pihaknya mempertim- bangkan faktor cuaca yang diperkirakan 50%- 60% potensi hujan lebat bisa berlanjut pada semester kedua hingga tahun depan. Dia menegaskan, BUMI akan mengejar target sembari memenuhi kewajiban pasokan dalam negeri alias Domestic Market Obligation (DMO).

"Jika hujan La Nina mereda, kami berharap dapat mencapai panduan tahun 2022 seperti yang diuraikan. Kami berada di jalur dalam memenuhi DMO," kata Dileep kepada Kontan.co.id, Rabu (6/7).

Dari sisi penjualan, Dileep melihat permintaan batubara masih kuat di semester kedua. Efek perang Rusia-Ukraina masih menjadi faktor pendorong seiring sanksi pasokan bahan bakar fosil yang berasal dari Rusia.

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Therefore, the European Union market can be considered in the second half of this.

However, there are a number of challenges that need to be addressed first.

First, the weather factor that can hinder production operations. Second, the specifications of the coal produced and its mixture in certain markets. Third, the priority to fulfill the DMO.

The fourth challenge is the limited funding support from banks or financial and investment institutions. "This can be detrimental to resolving the energy crisis as well as to managing energy security and orderly transitions," Dileep said.

In the midst of the position of coal prices which are still at a high level, BUMI has also accelerated debt payments. BUMI paid Tranche A in full in Q4 2022 and initiated significant payments from Tranche B, in addition to converting Mandatory Convertible Bonds (MCBs) into equity.

"Thus significantly reducing interest costs to be able to increase profits with a more balanced capital structure," concluded Dileep.

Oleh sebab itu, pasar Uni Eropa bisa menjadi pertimbangan pada pada semester kedua ini. Meski, ada sejumlah tantangan yang perlu lebih dulu dihadapi.

Pertama, faktor cuaca yang bisa menghambat operasional produksi. Kedua, spesifikasi batubara yang dihasilkan dan campurannya di pasar tertentu. Ketiga, prioritas untuk memenuhi DMO.

Tantangan keempat, terbatasnya dukungan pendanaan dari bank atau lembaga keuangan dan investasi. "Ini bisa merugikan untuk menyelesaikan krisis energi serta untuk mengelola keamanan energi dan transisi yang teratur," sebut Dileep.

Di tengah posisi harga batubara yang masih pada level tinggi, BUMI pun mempercepat pembayaran utang. BUMI membayar Tranche A secara penuh pada kuartal 4 2022 dan memulai pembayaran yang signifikan dari Tranche B, selain mengubah Mandatory Convertible Bonds (MCBs) menjadi ekuitas.

"Sehingga mengurangi secara signifikan biaya bunga untuk bisa menambah keuntungan dengan struktur modal yang lebih seimbang," pungkas Dileep.

Once Again Dropping 1%, Where is Nickel Going?

Robertus Andrianto, CNBC Indonesia

T

HE WORLD nickel price fell in today's trading due to recession fears and the blurry outlook for China's economy due to the lockdown.

On Wednesday (6/7/2022) at 16:30 WIB, the world nickel price was recorded at US$

22,405/ton, a drop of 1.09% compared to yesterday's closing price.

Lagi-lagi Anjlok 1%, Nikel Mau ke Mana Sih?

Robertus Andrianto, CNBC Indonesia

H

ARGA nikel dunia anjlok pada perda- gangan hari ini karena kekhawatiran resesi dan prospek ekonomi China yang buram karena lockdown.

Pada Rabu (6/7/2022) pukul 16:30 WIB harga nikel dunia tercatat US$ 22.405/ton, ambles 1,09% dibandingkan harga penu- tupan kemarin.

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"The base metals remain pressured by the macro drag stemming from China's Covid lockdown and the impact of tightening monetary policy and slowing global growth on demand," Standard Chartered said in a note.

China continues to struggle with the spread of the new Corona virus (Corona- virus Disease-2019/Covid-19), including in Shanghai. Cases in East Anhui province, where more than 1 million people in small towns are under lockdown, declined slightly to 222 on Tuesday from 231 the day before.

The province still accounts for most of China's new infections. Meanwhile in eastern Jiangsu province, 65 new cases were detected on Tuesday.

"Several areas of China are facing localized outbreaks and infections have emerged at the community level in Shanghai, which we must attach great importance to," said city health official Zhao Dandan.

China is fighting the spread of the virus with the principle of zero Covid, lockdown can be applied at any time. As a result, China's economic prospects are uncertain and will negatively affect the demand for commodities for industry, including nickel.

The current movement of nickel prices is overshadowed by fears of a global recession. When a recession occurs, the economy will stagnate. Likewise with industrial activities that become nickel consumers. As a result, nickel demand is predicted to be sluggish.

Nathan Sheets, Citigroup's chief global economist, said the risk of the world experiencing a recession is now at 50 percent in the next 18 months.

One of the triggers for the recession was an aggressive stance in raising interest rates to fight soaring inflation.

"Logam dasar tetap tertekan oleh ham- batan makro yang berasal dari penguncian Covid China dan dampak pengetatan kebijakan moneter dan perlambatan pertumbuhan global berdasarkan permintaan," kata Standard Chartered dalam sebuah catatan.

China terus berkutat dengan penyebaran virus Corona (Coronavirus Disease-2019/

Covid-19) yang baru muncul termasuk di Shanghai. Kasus di provinsi Anhui Timur, di mana lebih dari 1 juta orang di kota-kota kecil dikunci, sedikit menurun menjadi 222 pada Selasa dari 231 sehari sebelumnya.

Provinsi ini masih menyumbang sebagian besar infeksi baru China. Sementara di provinsi Jiangsu timur, 65 kasus baru terdeteksi pada Selasa.

"Beberapa daerah China menghadapi wabah lokal dan infeksi telah muncul di tingkat komunitas di Shanghai, yang harus kita anggap sangat penting," kata pejabat kesehatan kota Zhao Dandan.

China melawan penyebaran virus dengan prinsip nol Covid, lockdown bisa sewaktu- waktu diterapkan. Akibatnya prospek ekonomi China menjadi tidak pasti dan akan berpengaruh negatif terhadap permintaan komoditas untuk industri termasuk nikel.

Gerak harga nikel saat ini dibayangi kekhawatiran resesi global. Saat resesi terjadi, ekonomi akan mandek. Begitu juga dengan aktivitas industri yang jadi konsumen nikel. Akibatnya permintaan nikel diramal akan lesu.

Nathan Sheets, kepala ekonom global Citigroup mengatakan risiko dunia meng- alami resesi kini sebesar 50% dalam 18 bulan ke depan.

Pemicu resesi salah satunya adalah sikap agresif dalam menaikkan suku bunga untuk melawan inflasi yang melambung.

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So that the increase in interest rates will have more influence on the rate of nickel prices than the tight supply.

"The global economy continues to be hit by severe supply shocks, which has led to rising inflation and slowing economic growth. But now two more factors are emerging: central banks raising interest rates very aggressively and consumer demand weakening," said Nathan Sheets, chief economist. global Citigroup, as reported by Yahoo Finance, Wednesday (22/7/2022). CNBC INDONESIA RESEARCH TEAM (ras/ras)

Sehingga kenaikan suku bunga pun lebih berpengaruh terhadap laju harga nikel dibanding ketatnya pasokan.

"Ekonomi global terus dilanda guncangan supply yang parah, yang membuat inflasi meninggi dan pertumbuhan ekonomi melambat. Tetapi, kini dua faktor lagi muncul, yakni bank sentral yang menaikkan suku bunga dengan sangat agresif serta demand konsumen yang melemah,"

kata Nathan Sheets, kepala ekonom global Citigroup, sebagaimana dilansir Yahoo Finance, Rabu (22/7/2022). TIM RISET CNBC INDONESIA (ras/ras)

Gold price hits nine-month low as dollar reaches two-decade high

Staff Writer

G

OLD extended its selloff to a nine-month low on Wednesday as investors await the US Federal Reserve’s June meeting minutes for clarity on the nature and pace of interest rate hikes coming up.

Spot gold dropped 1.6% to $1,737.11 per ounce by 1:15 p.m. ET, adding to its losses from the previous session. US gold futures also fell 1.6% to $1,735.90 per ounce in New York.

Meanwhile, the US dollar again hit a two-decade high, emerging as the preferred haven of late for investors looking to hedge growing recession fears, while also making bullion pricier for overseas buyers.

“Demand for all commodities, including gold, is being pummelled as funds offload due to recession fears,” Daniel Ghali, commodity strategist at TD Securities, told Reuters.

“We could see gold traders react to the Fed’s hawkish tilt. We continue to see gold fall over the next six months and prices hitting below $1,700 is on the cards.”

Gold may struggle to recover in the near term unless momentum dissipates from the dollar, StoneX analyst Rhona O’Connell said, adding that the dip below $1,800 did trigger some bargain hunting.

More major central banks raised rates in June than in any month in at least two decades, Reuters calculations showed, and with inflation at multi-decade highs, policy tightening is unlikely to let up this year. (With files from Reuters)

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