Daily News Update Page 1
DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
TABLE OF CONTENTS
No. Title Media Source Page
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Breaking News: Coal Prices Rise Almost 7%
Breaking News: Harga Batu Bara Naik Nyaris 7%
Now it's Indo Tambang's (ITMG) Profit Turn to Fly!
Giliran Indo Tambang (ITMG) yang Labanya Terbang!
UNTR Confident Heavy Equipment Sales Targets Are Fulfilled Despite Supply Challenges
UNTR Yakin Target Penjualan Alat Berat Terpenuhi Meski Ada Tantangan Suplai
Escorting Indonesia's 2030 SDGs Mission, Surveyor Indonesia Present SURE Services
Kawal Misi SDGs Indonesia 2030, Surveyor Indonesia Hadirkan Layanan Jasa SURE
Mining Entrepreneurs Raise Voice About Tesla Buying Indonesian Nickel Rp74.5 T
Pengusaha Tambang Angkat Suara soal Tesla Beli Nikel RI Rp74,5 T
Semester I-2022, United Tractors (UNTR) Absorb 30%-35%
Capex
Semester I-2022, United Tractors (UNTR) Serap 30%-35%
Capex
This is the Coal IUP Royalty Rate, 4 percent to 13.5 percent Ini Tarif Royalti IUP Batu Bara, 4 Persen hingga 13,5 Persen Because of Inflation, Nickel is Toothless
Gara-gara Inflasi, Nikel Tak Bergigi
Freeport Uses Electric Trains and PLTMG as Commitment to Support GHG Emission Reduction
Freeport Gunakan Kereta Listrik dan PLTMG Sebagai Komitmen Dukung Penurunan Emisi GRK
Indonesia, Colombia cited as potential coal suppliers for Germany
Indonesia dishes out further coal export bans
CNBC Indonesia
Investor Daily
Bisnis
Sindonews
CNN Indonesia
Kontan
Bisnis
CNBC Indonesia
Dunia Tambang
The Jakarta Post
Splash
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DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
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Copper price up as Chinese imports rise
METALS-Aluminium pulls back on concern about Chinese construction demand
Coal’s Skyrocketing Prices Could Last Years on Russia Disruption
Indian firms swap dollar for asian currencies to buy RUSSIAN coal
Vietnam to increase coal imports in 2025-2035 period:
Ministry
Mining.com Nasdaq
BNN Bloomberg
The Sun Daily
Vietnam+
21 22
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25
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DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
Breaking News: Coal Prices Rise Almost 7%
Maesaroh, CNBC Indonesia
T
HE BAN on imports of Russian coal imposed by the European Union block immediately inflated coal prices. On Wednesday's trading (10/8/2022), the price of September contract stone on the Newcastle ICE market closed at US$ 401 per ton. Up 6.93% compared to the previous day.Yesterday's gain extended the positive trend of coal which had been going on since Monday this week after collapsing in the previous week. The strengthening also brought coal prices back to the psychological level of US$ 400 per ton.
Overall, coal prices have soared 5.93% in a week point to point. However, within a month, the price of coal still fell 6.04%.
European Union countries officially banned Russian coal imports starting yesterday, Wednesday (10/8/2022). The import ban is part of the fifth package of sanctions imposed by the European Union over Russia's attack on Ukraine.
The import ban policy applies in the midst of high demand for coal from Europe because a number of countries will restart their coal plants. The condition was exacerbated by the stagnation of gas supplies from Russia and the shrinking surface of the Rhine River, which hampered export traffic in Germany.
The price of natural gas EU Dutch TTF (EUR) yesterday was in the range of EUR 205.37 per megawatt-hour. The gas price is the highest since March 8, 2022.
Breaking News: Harga Batu Bara Naik Nyaris 7%
Maesaroh, CNBC Indonesia
L
ARANGAN impor batu bara Rusia yang diberlakukan blok Uni Eropa langsung melambungkan harga batu bara. Pada perdagangan Rabu (10/8/2022), harga batu kontrak September di pasar ICE Newcastle ditutup di US$ 401 per ton. Melesat 6,93%dibandingkan hari sebelumnya.
Penguatan kemarin memperpanjang tren positif batu bara yang sudah berlangsung sejak Senin pekan ini setelah ambruk pada pekan sebelumnya. Penguatan juga mem- bawa harga batu bara kembali ke level psikologis US$ 400 per ton.
Secara keseluruhan, harga batu bara sudah melonjak 5,93% dalam sepekan secara point to point. Namun dalam sebulan, harga batu bara masih amblas 6,04%.
Negara-negara Uni Eropa resmi melarang impor batu bara Rusia mulai kemarin, Rabu (10/8/2022). Larangan impor tersebut merupakan bagian dari paket sanksi kelima yang diberikan Uni Eropa atas serangan Rusia ke Ukraina.
Kebijakan larangan impor tersebut berlaku di tengah tingginya permintaan batu bara dari Eropa karena sejumlah negara akan mengoperasikan kembali pembangkit batu bar mereka. Kondisi diperparah dengan tersendatnya pasokan gas dari Rusia serta semakin menyusutnya permukaan Sungai Rhine yang membuat lalu lintas ekspor di Jerman terhambat.
Harga gas alam EU Dutch TTF (EUR) kemarin berada di kisaran EUR 205,37 per megawatt-jam. Harga gas tersebut adalah yang tertinggi sejak 8 Maret 2022.
Daily News Update Page 4
DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
Prices soared as fears of dwindling supplies for the winter strengthened again.
The increase in gas prices directly affects the price of coal because black sand is an alternative energy source.
Meanwhile, the surface of the Rhine in Germany is now shrinking to around 40 cm. With such a low surface, the Rhina River cannot be passed by ships carrying export commodities. In fact, the Rhine contributes 80% of the trade traffic of goods through the river in Germany.
Fitch Solutions said the ban on Russian coal imports would boost coal prices in two different ways.
First, the policy will increase demand for imports from coal producing countries such as Indonesia and Australia. Second, the European plan to replace Russian gas supply will reduce gas demand and vice versa coal demand will increase. With such conditions, Fitch estimates that coal prices will remain high in the future.
Fitch has also raised its forecast for the price of Asian thermal coal shipped from the Port of Newcastle. The average price of coal will be at US$ 320 per ton this year, from US$ 230 in the previous projection.
The average coal price will slope to US$
246 per tonne in 2022-2022. This projection is higher than the previously issued US$ 159 per tonne.
Argus Media analyst Alex Thackrah said it was difficult for EU countries to quickly increase supplies due to logistical and transportation challenges. Even if they get supplies, the price will be very expensive.
This is because they have to compete with other buyers such as India, South Korea, or Vietnam, which have so far held agreements with producing countries such as Indonesia and Australia.
Harga melambung karena kekhawatiran menipisnya pasokan untuk musim dingin kembali menguat. Kenaikan harga gas langsung berimbas pada harga batu bara karena pasir hitam merupakan sumber energi alternatif.
Sementara itu, permukaan sungai Rhine di Jerman kini menyusut hingga ke kisaran 40 cm.
Dengan permukaan serendah itu Sungai Rhina tidak bisa dilalui kapal pengangkut komoditas ekspor. Padahal, Rhine berkontribusi 80%
terhadap lalu lintas perdagangan barang melalui jalur sungai di Jerman.
Fitch Solutions mengatakan larangan impor batu bara Rusia akan melambungkan harga batu bara melalui dua cara yang berbeda.
Pertama, kebijakan tersebut akan membuat permintaan impor kepada negara produsen batu bara seperti Indonesia dan Australia melesat. Kedua, rencana Eropa untuk meng- gantikan pasokan gas Rusia akan membuat permintaan gas berkurang dan sebaliknya permintaan batu bara akan meningkat. Dengan kondisi seperti itu, Fitch memperkirakan harga batu bara akan tetap tinggi dalam beberapa waktu ke depan.
Fitch juga telah menaikkan proyeksi harga batu bara thermal Asia yang dikirim dari Pelabuhan Newcastle. Rata-rata harga batu bara akan berada di US$ 320 per ton untuk tahun ini, dari US$ 230 pada proyeksi sebelum- nya. Rata-rata harga batu bara akan melandai menjadi US$ 246 per ton pada 2022-2022.
Proyeksi ini lebih tinggi dibandingkan yang dikeluarkan sebelumnya yakni US$ 159 per ton.
Analis Argus Media Alex Thackrah mengatakan sulit bagi negara-negara Uni Eropa untuk meningkatkan pasokan dengan cepat karena tantangan logistik dan transportasi. Kalaupun mereka mendapatkan pasokan maka harganya akan sangat mahal.
Pasalnya, mereka harus bersaing dengan pembeli lain seperti India, Korea Selatan, ataupun Vietnam yang selama ini sudah meme- gang kesepakatan dengan negara produsen seperti Indonesia dan Australia.
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DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
"It will be a tough challenge to meet supply this winter," Thackrah told Politico.
Reporting from Vietnam+, the Vietnamese government targets to import more coal in the coming years. Vietnam's coal imports are expected to increase to 50-83 million tons per year from 2025-2035. In 2021, the country will only import 36 million tons of black sand. The increase in imports to meet their growing domestic consumption.
Vietnam's coal consumption is expected to increase to 94-97 million tons in 2025.
This number is much higher than that recorded in 20211, namely 38.77 million tons or in 2021 (53.52 million tons). CNBC INDONESIA RESEARCH TEAM (mae/mae)
"Tantangan akan menjadi berat untuk memenuhi pasokan pada musim dingin tahun ini," tutur Thackrah, kepada Politico.
Dilansir dari Vietnam+, pemerintah Vietnam menargetkan untuk mengimpor lebih banyak batu bara pada tahun-tahun mendatang. Impor batu bara Vietnam diperkirakan akan me- ningkat menjadi 50-83 juta ton per tahun mulai 2025-2035. Pada 2021, negara tersebut hanya mengimpor pasir hitam sebanyak 36 juta ton.
Kenaikan impor untuk memenuhi konsumsi domestik mereka yang terus melonjak.
Konsumsi batu bara Vietnam diperkirakan akan meningkat menjadi 94-97 juta ton pada 2025. Jumlah tersebut jauh lebih tinggi di- bandingkan yang tercatat pada 20211 yakni 38,77 juta ton atau pada 2021 (53,52 juta ton).
TIM RISET CNBC INDONESIA (mae/mae)
Now it's Indo Tambang's (ITMG) Profit Turn to Fly!
Eva Fitriani
P
T INDO Tambangraya Megah Tbk (ITMG) achieved a profit for the period attributable to owners of the parent entity of US$ 460.82 million or equivalent to Rp 6.85 trillion in the first semester of 2022, an increase of 291% compared to the same period last year of US$ 117 .62 million.The increase in net profit is in line with the 110% increase in net income of the coal mining issuer from US$ 676.3 million in the first half of 2021 to US$ 1.42 billion in the first half of 2022.
Indo Tambangraya management in its financial report published on Wednesday (10/8/2022), explained that the increase in sales occurred in the export and domestic markets. A total of 79.57% of total sales...
Giliran Indo Tambang (ITMG) yang Labanya Terbang!
Eva Fitriani
P
T INDO Tambangraya Megah Tbk (ITMG) meraih laba periode berjalan yang dapat diatribusikan kepada pemilik entitas induk sebesar US$ 460,82 juta atau setara Rp 6,85 triliun pada semester I-2022, melesat 291% dibanding periode sama tahun lalu US$ 117,62 juta.Kenaikan laba bersih tersebut sejalan dengan peningkatan pendapatan bersih emiten pertambangan batu bara itu sebanyak 110% dari US$ 676,3 juta pada semester I-2021 menjadi US$ 1,42 miliar di paruh pertama 2022.
Manajemen Indo Tambangraya dalam laporan keuangan yang dipublikasikan, Rabu (10/8/2022), memaparkan bahwa kenaikan penjualan terjadi di pasar ekspor dan dalam negeri. Sebanyak 79,57% dari total penjualan...
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DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
A total of 79.57% of total sales or around Rp 1.13 billion came from exports, and the remaining US$ 290.29 million or 20.42%
from the domestic market.
During January-June 2022, the company's coal exports to Southeast Asia, India and Pakistan reached US$ 435.23 million or 30.62% of total sales, up 88 percent from last year. Furthermore, ITMG's coal sales to Taiwan, China, Hong Kong, and Korea reached US$ 373.85 million or an increase of 88%, and to the Japanese market US$
322.15 million, which also rose 207% from the first semester of 2021.
In the domestic market, ITMG's coal sales increased 111 percent to US$ 290.29 million in the first half of 2022 compared to the same period last year of US$ 104.85 million.
The increase in ITMG's net income was followed by an increase in cost of revenue from US$ 448.96 million to US$ 672.38 million. Thus, the company's gross profit in the first half of 2022 will be US$ 749.16 million from the previous US$ 227.34 million. With the profit for the current period attributable to the owners of the parent entity or a net profit of US$ 460.82 million, an increase of 291% compared to the first semester of 2021 which was valued at US$ 117.82 million.
At the end of the first semester of 2022, the company's assets grew to US$ 1.97 billion compared to the position on December 31, 2021 which was US$ 1.66 billion. The company's total equity also increased from US$ 1.2 billion to US$ 1.48 billion.
President Director of Indo Tambangraya Megah Mulianto previously said that the increase in coal prices driven by high demand due to the global economic recovery, especially in China, which is the world's largest coal consumer,...
Sebanyak 79,57% dari total penjualan atau sekitar Rp 1,13 miliar berasal dari ekspor, dan sisanya US$ 290,29 juta atau 20,42%
dari pasar domestik.
Sepanjang Januari-Juni 2022, ekspor batu bara perseroan ke Asia Tenggara, India, dan Pakistan mencapai US$ 435,23 juta atau 30,62% dari total penjualan, naik 88%
dari tahun lalu. Selanjutnya, penjualan batu bara ITMG ke Taiwan, Tiongkok, Hong Kong, dan Korea mencapai US$ 373,85 juta atau meningkat 88%, dan ke pasar Jepang US$ 322,15 juta yang juga naik 207% dari semester I-2021.
Di pasar domestik, penjualan batu bara ITMG mengalami kenaikan 111% menjadi US$ 290,29 juta pada semester I-2022 dibanding periode sama tahun lalu US$
104,85 juta.
Kenaikan pendapatan bersih ITMG, diikuti meningkatnya beban pokok pendapatan dari US$ 448,96 juta menjadi US$ 672,38 juta. Sehingga, laba kotor perseroan pada semester pertama 2022 menjadi US$
749,16 juta dari sebelumnya US$ 227,34 juta. Dengan perolehan laba periode berjalan yang dapat diatribusikan kepada pemilik entitas induk atau laba bersih sebesar US$ 460,82 juta atau melonjak 291% dibanding semester I-2021 yang senilai US$ 117,82 juta.
Di akhir semester I-2022, aset perseroan tumbuh menjadi US$ 1,97 miliar dibanding posisi 31 Desember 2021 yang sebesar US$
1,66 miliar. Jumlah ekuitas perseroan juga bertambah dari US$ 1,2 miliar menjadi US$
1,48 miliar.
Direktur Utama Indo Tambangraya Megah Mulianto sebelumnya mengatakan, kenaikan harga batu bara yang didorong oleh tingginya permintaan akibat pemulihan ekonomi global terutama di Tiongkok, yang menjadi konsumen batu bara terbesar dunia...
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DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
which is the world's largest coal consumer, was the main factor driving ITMG's performance growth. The multi - dimensional crisis that will occur in 2021 will continue until 2022, providing opportunities for the energy industry as well as the emergence of various risks.
Even so, Mulianto said, his party can capitalize on the opportunities that exist as much as possible, as well as carry out good risk management. “One example of an opportunity that occurred during the crisis was the increase in the price of energy commodities, including coal, which we have taken full advantage of in order to increase the company's average selling price. On the other hand, the impact of multidimensional crises will be minimized by having resilience that is consistently applied by all ITMG employees," he said.
Editor : Jauhari Mahardhika
yang menjadi konsumen batu bara terbesar dunia menjadi faktor utama pendorong pertumbuhan kinerja ITMG. Disampaikan krisis multidimensi yang terjadi 2021 masih berlanjut hingga 2022, memberikan peluang kepada industri energi sekaligus munculnya berbagai risiko.
Meski begitu, Mulianto mengatakan, pihak- nya dapat mengkapitalisasi peluang yang ada dengan semaksimal mungkin, sekaligus melakukan manajemen risiko yang baik.
“Salah satu contoh dari peluang yang terjadi selama krisis adalah kenaikan harga komoditas energi, termasuk batu bara, yang telah kami manfaatkan sebaik-baiknya agar dapat meningkatkan harga rata-rata pen- jualan perusahaan. Di sisi lain, krisis multidimensi akan dapat diminimalisir dampaknya dengan memiliki resiliensi yang diterapkan secara konsisten oleh seluruh karyawan ITMG,” ujar dia. Editor : Jauhari Mahardhika
UNTR Confident Heavy Equipment Sales Targets Are
Fulfilled Despite Supply Challenges
Author: Rinaldi Mohammad Azka
A
STRA mining and heavy equipment issuer, PT United Tractors Tbk. (UNTR) is optimistic that it can achieve the adjusted heavy equipment sales target by the end of the year. Although there are challenges from the supply side to the principal.United Tractors Corporate Secretary Sara K. Lubis explained that the UNTR group had revised the company's sales target to a higher level.
UNTR Yakin Target Penjualan Alat Berat Terpenuhi Meski Ada
Tantangan Suplai
Author: Rinaldi Mohammad Azka
E
MITEN pertambangan dan alat berat Astra, PT United Tractors Tbk. (UNTR) optimistis dapat mengejar target penjualan alat berat yang sudah disesuaikan hingga akhir tahun. Kendati terdapat tantangan dari sisi suplai pada principal.Corporate Secretary United Tractors Sara K. Lubis menjelaskan grup UNTR telah melakukan revisi target penjualan persero- an menjadi lebih tinggi.
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DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
Komatsu's sales recorded a growth of 111 percent to reach 2,873 units in the first semester of 2022, close to the 2021 full year volume figure of 3,088 units.
"Soon, we have adjusted the sales target from 3,600 units, we have adjusted it to 4,800 units, we are still monitoring this, if Komatsu has the ability it will be used to meet our needs," she explained Wednesday (10/8/2022).
Other sales, UD Trucks sales decreased to 258 units per Semester I/2022. Then, Scania's sales also fell to 111 units. The decline in sales was due to limited supply.
"We also have performance from after- sales service. Performance has also improved, because when there is no new equipment, they must extend the life of the heavy equipment," she said.
Sales of UNTR spare parts also increased by 36 percent to Rp. 4.8 trillion from Rp.
3.6 trillion per semester I/2022.
President Director of United Tractors Frans Kusuma explained that the current demand for heavy equipment is extremely high, more than 2 times.
"From the end of last year, it was acknow- ledged that the principal's discussion had limitations, the principal's efforts were made to allocate it to Indonesia not only from Japan, including increasing domestic production capacity. India, can increase supply for customers," he explained.
He also considered the challenges in 2023 to be higher, because demand is far more than 2022, especially from the mining sector, both coal and nickel.
He assessed that Komatsu's principal could meet the high demand. However, UD Trucks and Scania face difficulties because they are more sensitive to the absence of microchip parts in vehicles.
Penjualan Komatsu mencatat pertumbuhan 111 persen mencapai 2.873 satuan unit pada semester I/2022, mendekati angka volume tahun penuh 2021 yang mencapai 3.088 unit.
"Tidak lama, kami sudah melakukan penye- suaian target penjualan dari 3.600 unit, kami sesuaikan menjadi 4.800 unit, ini masih kami pantau, apabila Komatsu memiliki kemam- puan akan digunakan penuhi kebutuhan kami," jelasnya Rabu (10/8/2022).
Penjualan lainnya, UD Trucks mengalami penurunan penjualan menjadi 258 unit per Semester I/2022. Kemudian, penjualan Scania juga turun menjadi 111 unit. Penurunan penjualan tersebut karena suplai yang ter- batas.
"Kami juga punya kinerja dari layanan purna jual. Kinerja juga membaik, karena dibutuhkan ketika belum ada alat baru mereka pasti perpanjang usia alat beratnya," katanya.
Penjualan suku cadang UNTR juga meningkat menjadi 36 persen menjadi Rp4,8 triliun dari Rp3,6 triliun per semester I/2022.
Presiden Direktur United Tractors Frans Kusuma menjelaskan permintaan alat berat saat ini luar biasa tinggi, lebih dari 2 kali lipat.
"Dari akhir tahun lalu sudah diskusi prinsipal diakui ada keterbatasan, dilakukan upaya- upaya prinsipal mengalokasikan ke Indonesia bukan hanya dari Jepang termasuk tingkatkan kapasitas produksi dalam negeri. Ada Komatsu Indonesia yang produksi alat berat, dari peningkatan eksisting plant, dan alokasi negara lain salah satu india, bisa tingkatkan suplai bagi pelanggan," terangnya.
Dia juga menilai tantangan pada 2023 lebih tinggi, karena permintaan jauh lebih banyak dari 2022 ini terutama dari sektor pertam- bangan baik batu bara dan nikel.
Dia menilai dari prinsipal Komatsu dapat memenuhi kebutuhan permintaan yang tinggi.
Namun, dari UD Trucks dan Scania meng- hadapi kesulitan karena lebih sensitif terhadap ketiadaan suku cadang microchip dalam kendaraan.
Daily News Update Page 9
DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
"The problem with trucks is that they are more sensitive to a shortage of microchips.
Komatsu trucks are for 100 tons and above, Scania is 30-40 tons. In Scania, demand is very high compared to supply capabilities, European products are affected by the European energy crisis, adding to the difficulty of adding supply," he explained.
Editor : Hafiyyan
"Masalah trucks lebih sensitif adanya kekurangan microchip, di Truk ini sisi Komatsu untuk 100 ton ke atas, Scania 30- 40 ton. Di Scania ini permintaan sangat tinggi dibandingkan dengan kemampuan suplai, produk eropa terimbas krisis energi Eropa menambah kesulitan tambah suplai," paparnya. Editor : Hafiyyan
Escorting Indonesia's 2030 SDGs Mission, Surveyor Indonesia Present SURE Services
Suparjo Ramalan
S
OE PT Surveyor Indonesia (Persero) or PTSI continues to transform at the age of 31 years. This effort is made in order to create a sustainable business.Now, PTSI is transforming to accelerate its existing portfolio and continue to move forward by relying on creativity and innovation from the power of brain capital and digitalization.
PTSI President Director M Haris Witjaksono said the biggest transformation that occurred in the company was when the government officially formed the Survey Services SOE Holding, with the issuance of Government Regulation (PP) No. 66 of 2021.
The regulation also became the basis for the implementation of the share transfer of PT Sucofindo (Persero) and PTSI to PT Biro Statistik Indonesia (Persero) or BKI, as the holding parent.
Haris noted that until May 2022, PTSI has prepared a number of transformation agendas, starting from business portfolio management, organization and business processes, HC and capabilities, culture and communication strategy, to asset optimization.
Kawal Misi SDGs Indonesia 2030, Surveyor Indonesia Hadirkan Layanan Jasa SURE
Suparjo Ramalan
B
UMN PT Surveyor Indonesia (Persero) atau PTSI terus bertransformasi di usianya yang menginjak 31 tahun. Upaya ini dilakukan dalam rangka menciptakan bisnis berkelan- jutan.Kini, PTSI bertransformasi guna meng- akselerasi protofolio yang ada dan terus bergerak maju dengan mengandalkan kreativitas dan inovasi dari kekuatan brain capital dan digitalisasi.
Direktur Utama PTSI M Haris Witjaksono mengatakan, transformasi terbesar yang terjadi di perusahaan ketika pemerintah secara resmi membentuk Holding BUMN Jasa Survei, dengan telah dikeluarkannya Per- aturan Pemerintah (PP) No 66 Th. 2021.
Beleid itupun menjadi dasar dilaksanakannya inbreng saham PT Sucofindo (Persero) dan PTSI ke PT Biro Klasifikasi Indonesia (Persero) atau BKI, selaku induk holding.
Haris mencatat, hingga Mei 2022, PTSI menyiapkan sejumlah agenda transformasi mulai dari bussiness portfolio management, organization and bussiness process, HC and capabilities, culture and communication strategy, hingga asset optimisation.
Daily News Update Page 10
DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
In the Company's Long-Term Plan (RJPP), the company targets a significant increase in revenue, through changes in the business model and efficiency that is implemented.
"As an agent of development, as well as responding to various challenges, Surveyor Indonesia has developed SURE Services or Sustainability Services to support multi- stakeholder sustainability," said Haris, Wednesday (10/8/2022).
Not only that, the company also organizes a rating and awarding program through the Integrated-Sustainability Indonesia Movement (I-SIM) for City Governments, Corporations, Industrial Estates and Sustainable Commodities.
"This I-SIM consists of I-SIM for Cities, which is a rating and awarding scheme for achieving SDGs at the City Government level, I-SIM for Corporations is a rating and awarding scheme for ESG and SDGs, for business people to achieve sustainable growth, access to sustainable finance &
competitiveness in the face of climate change," he said.
Then, I-SIM for Industrial Parks is a rating and awarding scheme for ESG and SDGs, to encourage green industry and according to sustainable development aspects, in line with the scope of industrial supervision and control. Also, I-SIM for Commodities, namely rating and traceability for sustainable commodities based on ESG &
SDGs.
According to him, the I-SIM methodology has been developed through collaboration and coordination with various parties.
Among them, the Association of Indonesian City Governments (Apeksi), National Secretariat of SDGs Bappenas, Ministry of Foreign Affairs, Central Bureau of Statistics, Global Reporting Initiatives (GRI), SDGs Academy, Nasdaq and others.
Dalam Rencana Jangka Panjang Perusahaan (RJPP), perseroan menargetkan adanya peningkatan pendapatan yang signifikan, melalui perubahan model bisnis dan efisiensi yang diterapkan.
"Sebagai agent of development, sekaligus menjawab berbagai tantangan, Surveyor Indonesia telah mengembangkan Layanan Jasa SURE atau Sustainability Services guna mendukung keberlanjutan multi-stake- holders," ungkap Haris, Rabu (10/8/2022).
Tak hanya itu, perseroan juga menyeleng- garakan program rating and awarding melalui Integrated-Sustainability Indonesia Movement (I-SIM) untuk Pemerintah Kota, Korporasi, Kawasan Industri dan Komoditas Berkelanjutan.
"I-SIM ini terdiri atas I-SIM for Cities yaitu skema rating dan awarding pencapaian SDGs di tingkat Pemerintah Kota, I-SIM for Corporations adalah skema rating dan awarding ESG dan SDGs, untuk pelaku bisnis dalam mencapai pertumbuhan ber- kelanjutan, akses pembiayaan berkelan- jutan & daya saing menghadapi perubahan iklim," ujarnya.
Kemudian, I-SIM for Industrial Parks yaitu skema rating dan awarding ESG dan SDGs, untuk mendorong industri hijau dan sesuai aspek pembangunan berkelanjutan, sejalan dengan lingkup pengawasan dan pengen- dalian industri. Serta, I-SIM for Commo- dities yaitu rating dan ketertelusuran (traceability) untuk komoditas berkelan- jutan berbasis ESG & SDGs.
Menurut dia, metodologi I-SIM telah dikembangkan melalui kolaborasi dan koordinasi dengan berbagai pihak. Di antaranya, Asosiasi Pemerintah Kota Seluruh Indonesia (Apeksi), Seknas SDGs Bappenas, Kementerian Luar Negeri, Biro Pusat Statistik, Global Reporting Initiatives (GRI), SDGs Academy, Nasdaq dan lain-lain.
Daily News Update Page 11
DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
"The I-SIM timeline includes data entry and assessment activities through digital platforms, on-site or on-desk verification, scoring and rating, as well as awarding to reward multi-stakeholder collaboration in achieving SDGs and ESG," he explained.
This step of innovation and transformation of Surveyor Indonesia received appreciation from the Chairman of the Board of Commissioners of the Financial Services Authority (OJK) Mahendra Siregar.
He said that in order to face global challenges that continue to squeeze, all stakeholders must increase synergy and collaboration.
"Similar to several other figures, they also pay the same attention, namely synergies and collaboration of multistakeholders need to be improved and maximized as did Surveyor Indonesia in the launch of Sustainability Services (SURE)," he added.
Meanwhile, Apeksi stated that it would support Surveyor Indonesia as a government-owned company, as well as a trusted independent party in organizing rating & awarding programs through the Integrated-Sustainability Indonesia Movement (I-SIM) for Cities.
"Especially in socialization, spreading awareness and knowledge of SDGs at the City level, encouraging multi-stakeholder collaboration and transformative solutions in achieving SDGs at the national & sub- national level," said Head of Apex Executive Board Bima Arya Sugiarto. (idn)
"Timeline I-SIM meliputi kegiatan data entry dan assessment melalui digital platform, verification on-site atau on-desk, scoring dan rating, serta awarding untuk memberikan penghargaan atas kolaborasi multi-stakeholders dalam pencapaian SDGs dan ESG," bebernya.
Langkah inovasi dan transformasi Surveyor Indonesia ini mendapat apresiasi dari Ketua Dewan Komisioner Otoritas Jasa Keuangan (OJK) Mahendra Siregar.
Dia menyampaikan bahwa untuk meng- hadapi tantangan global yang terus meng- himpit, seluruh stakeholder harus mening- katkan sinergi dan kolaborasi.
"Sama dengan beberapa tokoh lainnya juga menaruh perhatian yang sama yaitu sinergi dan kolaborasi multistake holder perlu ditingkatkan dan dimaksimalkan seperti yang dilakukan Surveyor Indonesia dalam peluncuran Sustainability Services (SURE) ini," tambahnya.
Sementara itu, Apeksi menyatakan akan mendukung Surveyor Indonesia sebagai badan usaha milik pemerintah, sekaligus pihak independen yang terpercaya dalam menyelenggarakan program rating &
awarding melalui Integrated-Sustainability Indonesia Movement (I-SIM) for Cities.
"Terutama dalam sosialisasi, menyebarkan awareness dan pengetahuan SDGs di tingkat Kota, mendorong kolaborasi multi- pihak serta solusi transformatif dalam pencapaian SDGs di tingkat nasional & sub- nasional," ujar Ketua Dewan Pengurus Apeksi Bima Arya Sugiarto. (idn)
Daily News Update Page 12
DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
Mining Entrepreneurs Raise Voice About Tesla Buying Indonesian Nickel Rp74.5 T
T
HE INDONESIAN Nickel Miners Association (APNI) responded to reports that Tesla Inc had signed a contract worth around US$5 billion or equivalent to Rp74.5 trillion (assuming an exchange rate of Rp14,901 per US dollar) to buy battery materials from a Chinese nickel processing company in Indonesia.APNI Secretary General Meidy Katrin said Tesla entered Indonesia recently to buy nickel processing for their electric car battery raw materials. The company does not want to invest in Indonesia by building a factory.
"Actually, Tesla entered Indonesia, but not to form a factory," said Meidy to CNNIndonesia.com, Wednesday (10/8).
The nickel products that Tesla bought from Zhejiang Huayou and CNGR Advanced Materials are Mixed Hydroxide Precipitate (MHP) and nickel sulfate for battery cathode raw materials.
"So the production from CNGR and Huayou will be purchased by Tesla for processing, where I don't know, the raw materials for making batteries," said Meidy.
However, according to her, considering the government's downstream policy, the cooperation is quite the opposite. This is because MPH and nickel sulfate are semi- finished products.
Meanwhile, President Jokowi wants to export nickel in the form of finished goods that have been processed domestically. For example, the battery.
Pengusaha Tambang Angkat Suara soal Tesla Beli Nikel RI
Rp74,5 T
A
SOSIASI Penambang Nikel Indonesia (APNI) merespons kabar Tesla Inc yang telah menandatangani kontrak senilai sekitar US$5 miliar atau setara Rp74,5 triliun (asumsi kurs Rp14.901 per dolar AS) untuk membeli bahan baterai dari perusahaan pengolahan nikel China di Indonesia.Sekretaris Jenderal APNI Meidy Katrin mengatakan Tesla masuk ke Indonesia baru untuk membeli olahan nikel untuk bahan baku baterai mobil listrik mereka. Per- usahaan itu belum mau berinvestasi di RI dengan membangun pabrik.
"Sebenarnya betul Tesla masuk Indonesia, tapi tidak untuk membentuk pabrik," kata Meidy pada CNNIndonesia.com, Rabu (10/8).
Adapun olahan nikel yang dibeli Tesla dari Zhejiang Huayou dan CNGR Advanced Material adalah Mixed Hydroxide Precipitate (MHP) dan nikel sulfat untuk bahan baku katoda baterai.
"Jadi produksi dari CNGR dan Huayou itu nanti dibeli Tesla untuk diolah, di mananya saya enggak tahu, bahan baku untuk dibuat baterai," kata Meidy.
Meski demikian, menurutnya, jika meng- ingat kebijakan hilirisasi pemerintah, kerja sama tersebut cukup bertolak belakang.
Pasalnya, MPH dan nikel sulfat merupakan produk setengah jadi.
Sementara, Presiden Jokowi ingin ekspor nikel itu dalam bentuk barang jadi yang sudah diolah di dalam negeri. Contohnya, baterai.
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DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
"If you want to ask about downstream products launched by the president, it might be a bit different if the semi-finished products are sent, they say they want to send finished products," said Meidy.
However, continued Meidy, this cooperation must still be viewed positively.
She suspects this could be the first step for Tesla to invest and build factories in Indonesia.
She also believes that after buying Indonesian nickel from the Chinese company, the US electric car manufacturer will be interested in processing nickel in the country.
"Slowly first, if they want to buy products from Indonesia, even if they have a Chinese factory, then in the future there will be interest in investing," said Meidy.
Previously, Coordinating Minister for Maritime Affairs and Investment Luhut Binsar Panjaitan revealed that Tesla had signed a contract worth around US$5 billion to buy nickel from a processing company in Indonesia.
He detailed the contract that Tesla signed for the purchase for five years. The contract was signed with a nickel processing company operating out of Morowali on the island of Sulawesi. Later, the purchased nickel is used in Tesla's lithium batteries.
Launching Reuters, Luhut said his party was still negotiating with Tesla so that they would invest in Indonesia.
"We are still negotiating with Tesla, but they have started buying two superior products from Indonesia," he said.
(mrh/sfr)
"Kalau mau tanya produk hilirisasi yang dicanangkan presiden, mungkin agak ber- tolak belakang kalau setengah jadi yang dikirim, katanya mau kirim produk jadi,"
ujar Meidy.
Namun, sambung Meidy, kerja sama ini tetap harus dilihat secara positif. Ia menduga hal ini bisa menjadi langkah awal untuk Tesla bisa berinvestasi dan mem- bangun pabrik di Indonesia.
Ia pun yakin setelah membeli nikel Indonesia dari perusahaan China tadi, pabrikan mobil listrik AS itu bakal tertarik untuk mengolah nikel di Tanah Air.
"Pelan-pelan dulu lah, kalau mereka sudah mau beli produk dari Indonesia walaupun yang punya pabriknya China, dengan begitu ke depannya ada ketertarikan untuk berinvestasi," papar Meidy.
Sebelumnya, Menko Kemaritiman dan Investasi Luhut Binsar Panjaitan meng- ungkapkan Tesla telah menandatangani kontrak senilai sekitar US$5 miliar untuk membeli nikel dari perusahaan pengolahan di Indonesia.
Ia merinci kontrak yang ditandatangani Tesla dilakukan untuk pembelian selama lima tahun. Kontrak ditandatangani dengan perusahaan pengolahan nikel yang beroperasi di luar Morowali di pulau Sulawesi. Nantinya, nikel yang dibeli digunakan dalam baterai lithium Tesla.
Melansir Reuters, Luhut mengatakan pihaknya masih terus bernegosiasi dengan Tesla supaya mereka mau berinvestasi di Indonesia.
"Kami masih terus bernegosiasi dengan Tesla, tetapi mereka sudah mulai membeli dua produk unggulan dari Indonesia," kata dia. (mrh/sfr)
Daily News Update Page 14
DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
Semester I-2022, United Tractors (UNTR) Absorb 30%-
35% Capex
Reporter: Nur Qolbi | Editor: Handoyo
P
T UNITED Tractors Tbk (UNTR) has absorbed capital expenditure or capital expenditure (capex) of 30%-35% in semester 1 2022. For the whole year 2022, UNTR has budgeted a capex of US$ 750 million to US$ 800 million.UNTR President Director Frans Kesuma said that the absorption of capex in the first half of 2022 was mostly used for heavy equipment in the mining services business line, namely PAMA. Capex is also used for the Martabe Gold Mine gold mining business.
"Until the middle of the year, 30%-35% has only been absorbed. This realization is still in line with United Tractors' estimates," he said in an online Capital Market Journalists Workshop, Wednesday (10/8).
According to Frans, his party understands that the delivery capacity of heavy equipment at the beginning of the year is a bit sluggish. Delivery will continue in semester 2 so that more heavy equipment will be added.
Until the end of 2022, UNTR is optimistic that it can achieve the capex target as planned. "We also have a project at the Sumbawa plant built earlier this year, there will be spending until the end of the year, we are optimistic that we can absorb the entire capital expenditure budget even though it is only 30 percent until the middle of the year," said Frans.
Semester I-2022, United Tractors (UNTR) Serap 30%-
35% Capex
Reporter: Nur Qolbi | Editor: Handoyo
P
T UNITED Tractors Tbk (UNTR) telah menyerap belanja modal alias capital expenditure (capex) 30%-35% pada semester 1 2022. Untuk sepanjang tahun 2022, UNTR menganggarkan capex sebesar US$ 750 juta hingga US$ 800 juta.Presiden Direktur UNTR Frans Kesuma mengatakan, serapan capex pada paruh pertama 2022 lebih banyak digunakan untuk alat berat di lini bisnis jasa pertambangan, yakni PAMA. Capex juga digunakan untuk bisnis tambang emas Martabe Gold Mine.
"Sampai tengah tahun baru terserap 30%- 35%. Realisasi ini masih sesuai dengan perkiraan United Tractors," katanya dalam acara Workshop Wartawan Pasar Modal secara online, Rabu (10/8).
Menurut Frans, pihaknya memahami bahwa kapasitas pengiriman alat berat di awal tahun agak sedikit lamban.
Pengiriman akan berlanjut di semester 2 sehingga penambahan alat beratnya akan lebih banyak.
Sampai dengan akhir tahun 2022, UNTR optimis bisa mencapai target capex sesuai perencanaan. "Kami juga ada proyek di Sumbawa plant dibangun awal tahun ini, ada spending sampai akhir tahun, kami optimistis dapat menyerap seluruh anggaran belanja modal walaupun sampai tengah tahun baru 30%," ucap Frans.
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DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
Based on previous reports from Kontan.co.id, UNTR allocated a capex of US$
570 million for the mining and mining services business. Then, around US$ 170 million for the gold mining business and factory infrastructure and management systems. The rest will be divided for other segments such as construction machinery.⧫
Berdasarkan pemberitaan Kontan.co.id sebelumnya, UNTR mengalokasikan capex sebesar US$ 570 juta untuk bisnis jasa pertambangan dan pertambangan. Lalu, sekitar US$ 170 juta untuk bisnis tambang emas dan infrastruktur pabrik serta sistem manajemen. Sisanya akan dibagi untuk segmen lainnya seperti mesin konstruksi.⧫
This is the Coal IUP Royalty Rate, 4 percent to 13.5 percent
Author: Nyoman Ary Wahyudi
T
HE MINISTRY of Energy and Mineral Resources (MEMR) has increased the lower and upper limits of the progressive royalty rate for companies holding coal mining business permits (IUP) from 4 percent to 13.5 percent of the selling price per tonne.The final decision from the revised Government Regulation (PP) 81/2019 has been stated in the draft government regulation or RPP. Meanwhile, the Ministry of EMR is waiting for approval from the Ministry of Finance to immediately ratify the RPP.
"The revision is at the Ministry of Finance, still waiting from there," said Director of Mineral and Coal Program Development at the Ministry of EMR Tri Winarno when met by Bisnis at the Ministry of EMR, Jakarta, Wednesday (10/8/2022).
Meanwhile, the calorie level, which is the benchmark for imposing the progressive royalty rate, was also lowered to the range of less than 4,200 Kcal per kilogram (gross air received), 4,200 Kcal per kilogram to 5,200 Kcal per kilogram and more than 5,200 Kcal per kilogram.
Ini Tarif Royalti IUP Batu Bara, 4 Persen hingga 13,5 Persen
Author: Nyoman Ary Wahyudi
K
EMENTERIAN Energi dan Sumber Daya Mineral (ESDM) menaikkan batas bawah dan atas tarif royalti progresif bagi per- usahaan pemegang izin usaha pertam- bangan (IUP) batu bara, mencapai 4 persen sampai dengan 13,5 persen dari harga jual setiap tonnya.Keputusan akhir dari hasil revisi Peraturan Pemerintah (PP) 81/2019 itu telah dituangkan dalam rancangan peraturan pemerintah atau RPP. Adapun, Kemen- terian ESDM tengah menunggu per- setujuan dari Kementerian Keuangan untuk segera mengesahkan RPP tersebut.
“Revisinya di Kementerian Keuangan, masih menunggu dari sana,” kata Direktur Pembinaan Program Mineral dan Batubara Kementerian ESDM Tri Winarno saat ditemui Bisnis di Kementerian ESDM, Jakarta, Rabu (10/8/2022).
Adapun, tingkatan kalori yang menjadi tolok ukur pengenaan tarif royalti progresif itu juga diturunkan pada kisaran kurang dari 4.200 Kkal per kilogram (gross air received), 4.200 Kkal per kilogram sampai 5.200 Kkal per kilogram dan lebih dari 5.200 Kkal per kilogram.
Daily News Update Page 16
DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
"Later, the royalty rate will apply progressively following the reference coal price [HBA]," he said.
In the previous regulation, the royalty rate was imposed at 3 percent for a calorie level of less than 4,700 Kcal per kilogram, a royalty rate was imposed at 5 percent for a calorie level ranging from 4,700 to 5,700 Kcal per kilogram and 7 percent was imposed for a calorie level of more than 5,700 Kcal per kilogram. kilogram.
As previously reported, the Minister of Energy and Mineral Resources (MEMR) Arifin Tasrif emphasized that his ministry is finalizing regulations related to coal royalty rates that apply progressively to mining business license (IUP) holders through the revision of Government Regulation (PP) No. 81 of 2019.
Through the revision of the PP, Arifin said, the royalty rate for coal IUPs will apply progressively following fluctuations in the reference coal price or HBA.
"We have proposed the progressive royalty to be revised in PP 81, so we will follow price developments later," said Arifin during a Working Meeting with Commission VII DPR RI, Tuesday (9/8/
2022).
Arifin said the policy would be completed in conjunction with the government's commitment to immediately complete the coal public service agency (BLU) this year.
The hope is that the two levy schemes that refer to price fluctuations in the world market can help optimize the domestic market obligation (DMO) policy for coal for the domestic industry.
"It has been included in our plans," he said.
Editor : Kahfi
“Nanti tarif royalti itu berlaku progresif mengikuti harga batu bara acuan [HBA],”
kata dia.
Pada aturan terlebih dahulu, tarif royalti dikenakan sebesar 3 persen untuk tingkat kalori kurang dari 4.700 Kkal per kilogram, tarif royalti dikenakan sebesar 5 persen untuk tingkat kalori rentang 4.700 sampai dengan 5.700 Kkal per kilogram dan 7 persen dikenakan untuk tingkat kalori lebih dari 5.700 Kkal per kilogram.
Seperti diberitakan sebelumnya, Menteri Energi dan Sumber daya Mineral (ESDM) Arifin Tasrif menegaskan kementeriannya tengah merampungkan aturan terkait dengan tarif royalti batu bara yang berlaku progresif bagi pemegang izin usaha pertambangan (IUP) lewat revisi Peraturan Pemerintah (PP) No 81 Tahun 2019.
Lewat revisi PP itu, Arifin mengatakan, tarif royalti bagi IUP batu bara bakal berlaku progresif mengikuti fluktuasi harga batu bara acuan atau HBA.
“Royalti yang progresif itu sudah kita usulkan untuk direvisi dalam PP 81, jadi nanti mengikuti perkembangan harga,”
kata Arifin saat Rapat Kerja dengan Komisi VII DPR RI, Selasa (9/8/2022).
Arifin mengatakan kebijakan itu bakal di- selesaikan berbarengan dengan komitmen pemerintah untuk segera merampungkan badan layanan umum (BLU) batu bara pada tahun ini. Harapannya, dua skema pungutan yang mengacu pada fluktuasi harga di pasar dunia itu dapat ikut mengoptimalkan kebijakan kewajiban pasokan dalam negeri atau domestic market obligation (DMO) batu bara untuk industri domestik.
“Sudah masuk dalam perencanaan kita,”
tuturnya. Editor : Kahfi
Daily News Update Page 17
DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
Because of Inflation, Nickel is Toothless
Robertus Andrianto, CNBC Indonesia
W
ORLD nickel prices slightly weakened in today's trading after the release of China's inflation. Investors are also waiting for the release of inflation in the United States (US).On Wednesday (10/8/2022) at 16:35 WIB, the world nickel price was recorded at US$21,520 per ton, down 0.19% compared to yesterday's trade.
China's Consumer Price Index (CPI), which is used to measure inflation, rose 2.7%
year-on-year/yoy in July. This is the fastest since July 2020. The figure is also higher than the previous month at 2.5% yoy.
However, factory-level inflation fell to its weakest level since February 2021. This was due to lower raw material prices due to slower construction activity. The producer price index (PPI) rose 4.2% yoy, after a 6.1% rise in June.
On the other hand, investors are currently waiting for the announcement of US inflation which will be announced Wednesday evening Indonesian time.
Based on a poll compiled by Reuters, US inflation is expected to soften in July 2022.
The forecast is to be at 8.7% year-on-year (yoy), lower than the previous month's 9.1% yoy.
Although inflation then slid, the market saw the potential of the US central bank (Federal Reserves/The Fed) to keep raising interest rates at its September meeting. According to the CME group's FedWatch tool,...
Gara-gara Inflasi, Nikel Tak Bergigi
Robertus Andrianto, CNBC Indonesia
H
ARGA nikel dunia melemah tipis pada perdagangan hari ini setelah rilis inflasi China. Investor juga menanti rilis inflasi Amerika Serikat (AS).Pada Rabu (10/8/2022) pukul 16:35 WIB harga nikel dunia tercatat US$21.520 per ton, turun 0,19% dibandingkan perda- gangan kemarin.
Indeks Harga Konsumen (IHK) China yang dipakai untuk mengukur laju inflasi naik 2,7% year-on-year/yoy pada Juli. Ini merupakan yang tercepat sejak Juli 2020.
Angka tersebut juga lebih tinggi dari bulan sebelumnya sebesar 2,5% yoy.
Namun, inflasi tingkat pabrik turun ke level terlemah sejak Februari 2021. Ini karena harga bahan baku turun akibat aktivitas konstruksi yang lebih lambat.
Indeks harga produsen (PPI) naik 4,2%
yoy, setelah kenaikan 6,1% pada Juni.
Di sisi lain, saat ini investor tengah menanti pengumuman inflasi Amerika Serikat yang akan diumumkan Rabu malam waktu Indonesia.
Berdasarkan jajak pendapat yang dihimpun Reuters, inflasi AS diperkirakan akan melandai pada Juli 2022. Prediksinya akan berada di level 8,7% year-on-year (yoy), lebih rendah dari bulan sebelumnya yakni 9,1% yoy.
Meskipun inflasi kemudian melandai, pasar melihat potensi bank sentral AS (Federal Reserves/The Fed) untuk tetap menaikkan suku bunganya pada pertemuan September.
Menurut perangkat FedWatch milik CME group,...
Daily News Update Page 18
DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
According to the CME group's FedWatch tool, market participants see a 32.5%
probability that the Fed will raise interest rates by 50 basis points (bp) to 2.75-3%.
Meanwhile, expectations of a rate hike reached 75 bp of 67.5%. This means that the market sees an opportunity for the Fed to raise interest rates aggressively.
The current tight monetary policy is a big move as it has the potential to increase the chances of a recession. This can affect the demand for industrial base metals such as nickel. When demand falls, prices follow.
CNBC INDONESIA RESEARCH TEAM (ras/ras)
Menurut perangkat FedWatch milik CME group, para pelaku pasar melihat probabilitas sebesar 32,5% The Fed akan menaikkan suku bunga sebesar 50 basis poin (bp) menjadi 2,75-3%.
Sementara ekspektasi kenaikan suku bunga mencapai 75 bp sebesar 67,5%. Artinya pasar melihat peluang The Fed untuk me- naikkan suku bunga sara agresif.
Kebijakan moneter yang ketat saat ini merupakan langkah besar karena berpotensi meningkatkan kemungkinan resesi. Hal ini dapat mempengaruhi permintaan logam dasar industri seperti nikel. Saat permintaan turun, harga pun mengikuti. TIM RISET CNBC INDONESIA (ras/ras)
Freeport Uses Electric Trains and PLTMG as Commitment to
Support GHG Emission Reduction
Author: Edo Fernando, Editor: Ocky PR.
P
T FREEPORT Indonesia (PTFI) said that it would consistently continue to provide support to the G20 agenda for 2022 which focuses on reducing greenhouse gas (GHG) emissions. The statement was delivered in a dialogue event of the Twenty Talks, entitled 'The Mission of Sustainability through Reducing Emissions', which was held to coincide with Indonesia's presidency in a series of G20 meetings.In his statement, Freeport Indonesia did not deny that in an effort to accelerate GHG emission reduction mitigation efforts, both at the national and global levels, real collaboration is needed from various related and authorized parties.
Freeport Gunakan Kereta Listrik dan PLTMG Sebagai Komitmen
Dukung Penurunan Emisi GRK
Penulis: Edo Fernando, Editor: Ocky PR.
P
T FREEPORT Indonesia (PTFI) mengata- kan bahwa pihaknya akan secara konsisten terus memberikan dukungan pada agenda G20 tahun 2022 yang berfokus pada penurunan emisi Gas Rumah Kaca (GRK).Pernyataan tersebut disampaikan dalam sebuah acara dialog Bincang Dua Puluh, dengan tajuk ‘Misi Keberlanjutan Melalui Penurunan Emisi’, yang digelar bertepatan dengan presidensi Indonesia dalam rangkaian pertemuan G20.
Dalam pernyataanya itu, Freeport Indonesia tidak menampik bahwa dalam upaya mempercepat upaya mitigasi pengurangan emisi GRK, baik di tingkat nasional maupun secara global, dibutuhkan kolaborasi yang nyata dari berbagai pihak yang terkait dan berwenang.
Daily News Update Page 19
DAILY NEWS UPDATE THURSDAY, AUG 11, 2022
Freeport Indonesia's efforts to support GHG emission reduction have been carried out through mining operations and establishing partnerships with many parties. He believes that in the current condition, the private sector plays an important role in encouraging the implementation of the GHG emission reduction program.
Freeport Indonesia claims to have a climate strategy as part of its commitment to sustainability, in order to support a green economy and provide added value for stakeholders. His party also fully supports the target that has been proclaimed by the government in the G20 2022 presidency to achieve zero emission in 2060.
Freeport Indonesia hopes that this momentum can be used as a form of transformation to create a world environment that is completely free of GHG emissions. Previously, they had also submitted a commitment to reduce GHG emissions by up to 30% by 2030, when attending the 26th Conference of the Parties (COP) which was held in Glasgow, Scotland.
One of these commitments is proven by trying to meet the world's copper needs, which is the main raw material in various environmentally friendly technological equipment and supplies. Utilization of renewable energy requires a supply of copper that tends to be more, and therefore Freeport Indonesia will increase its copper production in a balanced way with the company's support in implement- ing a green economy.
Then since 2019, Freeport Indonesia has switched to underground mining, which in its operations transports mining materials using low-emission electric trains. In addition,...
Upaya Freeport Indonesia dalam men- dukung penurunan emisi GRK selama ini dilakukan melalui kegiatan operasional tambang dan menjalin kemitraan dengan banyak pihak. Pihaknya yakin, bahwa dalam kondisi sekarang ini, sektor swasta menjadi pihak yang memiliki peran penting dalam mendorong penerapan program pengu- rangan emisi GRK.
Freeport Indonesia mengaku telah memiliki strategi iklim sebagai bagian dari komitmen atas keberlanjutan, guna mendukung ekonomi hijau dan memberikan nilai tambah bersama untuk para stakeholder.
Pihaknya juga mendukung sepenuhnya target yang telah dicanangkan pemerintah dalam presidensi G20 2022 untuk mencapai zero emission di tahun 2060 nanti.
Freeport Indonesia berharap momentum bisa dijadikan sebagai bentuk transformasi guna mewujudkan lingkungan dunia yang benar-benar bebas dari emisi GRK.
Sebelumnya mereka juga telah menyam- paikan komitmen pengurangan emisi GRK hingga 30% di tahun 2030, ketika meng- hadiri Conference of the Parties (COP) ke-26 yang digelar di Glasgow, Skotlandia.
Komitmen itu salah satunya dibuktikan dengan mencoba memenuhi kebutuhan tembaga dunia, yang menjadi bahan baku utama di berbagai peralatan dan perleng- kapan teknologi yang ramah lingkungan.
Pemanfaatan energi terbarukan, membutuh- kan pasokan tembaga yang cenderung lebih banyak, dan oleh karenanya Freeport Indonesia akan melakukan peningkatan produksi tembaga secara seimbang dengan dukungan perusahaan dalam menerapkan ekonomi hijau.
Kemudian sejak tahun 2019, Freeport Indonesia sudah beralih ke pertambangan bawah tanah, yang dalam operasional peng- angkutan material tambang menggunakan kereta listrik yang rendah emisi. Selain itu...
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In addition, by building an Oil and Gas Power Plant, whose fuel uses biodiesel, as a substitute for a Coal Power Plant.⧫
Selain itu juga dengan membangun Pembangkit Listrik Tenaga Minyak dan Gas, yang bahan bakarnya menggunakan biodiesel, sebagai pengganti dari Pembangkit Listrik Tenaga Batu Bara.⧫
Indonesia, Colombia cited as potential coal suppliers for Germany
Reuters Berlin, Germany
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ERMANY's hard coal importers expect more shipments from next month when generators will seek to switch to more coal burning and away from Russian gas, but fear logistics problems could hamper deliveries."Verein der Kohlenimporteure (VDKi) expects significant volumes increases in the monthly import figures from September onwards," Alexander Bethe, the chairman of the German coal importers' group, said in reply to an enquiry by Reuters.
September could bring a 50 percent rise over May, Bethe said, when imports had been 2.35 million tonnes. Monthly coal receipts recorded last winter by VDKi members ran at 3.5-4 million tonnes.
Australia, South Africa, Indonesia and Colombia were all cited as potential coal suppliers by the VDKi earlier this year.
Bethe said the need for fossil fuels also depended on weather patterns and their impact on electricity output from wind turbines.
Issues with logistics include a lack of handling capacities at sea ports and on board inland river barges, which can only sail with reduced loads as hot and dry weather has cut river levels, as well as tighter availability of rail freight space.
The most important Kaub river choke point on the Rhine, through which ships to the industrial areas of Mannheim and Karlsruhe have to pass, is at only 52 cm WL-KAUB, while barges need about 1.5 metres of waterline to sail fully loaded.
Bethe said however that there were some positive prospects going forward, including the reversal of a temporary move by some river barges to Romania to support Ukrainian grain exports.
Low water conditions on rivers and canals might prevail until the middle or end of August, but could then ease, freeing up more shipping space.
Germany may import 32 million tonnes or more of steam coal for power this year, up from 27 million tonnes last year, Bethe estimated, again citing the availability of wind power and weather-driven demand.
These volumes constitute two-thirds of coal imports, with the remainder going to steelmakers in the form of coking coal.⧫
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Indonesia dishes out further coal export bans
Sam Chambers
M
ORE coal export bans are coming into place in Indonesia, at a time where demand for the commodity is approaching record highs.Indonesia, the world’s largest coal exporter, is banning 48 miners who have failed to meet their domestic market obligations (DMO).
Energy and mineral resources minister Arifin Tasrif revealed yesterday that 71 coal companies have failed to meet the DMO policy, requiring them to set aside 25% of the total production for the local electricity sector. Of the 71 coal companies that did not comply with the DMO policy, 48 of them did not even report, and are now banned from exporting for an undetermined period of time as punishment.
The price of coal has tripled this year and old mining communities have been resuscitated as Europe in particular seeks alternative energy supplies outside of Russia with plenty of business going to Indonesia.
The International Energy Agency (IEA) is now predicting an all-time-high coal demand this year of about 8bn tons after an increase in requirements last year of 5.8% year-on-year.⧫
Copper price up as Chinese imports rise
MINING.COM Staff Writer
T
HE COPPER price rose on Wednesday as improving demand prospects due to stronger than expected data from the United States and China were reinforced by a lower dollar.Copper for delivery in September rose 1.9% on the Comex market in New York, touching
$3.65 per pound ($9,380 per tonne).
“In the near term, better data means equity and credit markets are pricing out a more severe recession risk. In this context base metals could catch up with this risk positive shift,” said Giles Coghlan, an analyst at broker HYCM.
Stronger data includes China’s copper imports rising to 463,693 tonnes in July, up 9.3% from a year earlier as the sharp drop in prices triggered buying.
US jobs growth, which accelerated unexpectedly in July has boosted expectations of another 75 basis point rate hike in September when the Federal Reserve next meets. US consumer prices data on Wednesday will yield further clues to the direction of US monetary policy.
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Low copper stocks in LME registered warehouses are also supporting prices, as are canceled warrants - metal earmarked for delivery - at 28% compared with 18% at the start of August.
(With files from Reuters)
METALS-Aluminium pulls back on concern about Chinese construction demand
By Eric Onstad - Reuters
A
LUMINIUM and copper prices slipped on Wednesday on worries about declining demand after data from top metals consumer China highlighted a weak construction sector.Three-month aluminium CMAL3 on the London Metal Exchange CMCU3 dropped 0.8% to
$2,470 a tonne by 1040 GMT.
China's factory-gate inflation eased to a 17-month low in July, data showed on Wednesday, as a slower domestic construction sector weighed on raw material demand.
The construction sector is a key demand driver for both copper and aluminium.
LME copper CMCU3 dipped 0.1% to $7,975.50 a tonne after earlier easing to $7,889.
That was the initial reason for the weakness in the market overnight, but the market seems to be getting a little more resilient to this kind of news, said Ole Hansen, head of commodity strategy at Saxo Bank in Copenhagen.
In the short-term, we still have recession fears, what is going on in China and geo-political risks. That has just taken the temperature out of the investment appetite over the past few months.⧫
Coal’s Skyrocketing Prices Could Last Years on Russia Disruption
Dan Murtaugh, Bloomberg News
C
OAL’s remarkable rise from a fuel left for dead to one of the world’s hottest commodities is likely to last for years.Europe’s plans to wean itself off Russian fuels will support the coal market in two distinct ways, both of which should keep prices of seaborne cargoes inflated for the near future, according to Fitch Solutions analysts.
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The EU’s ban on Russian coal that begins this month will boost demand for imports from other countries like Indonesia and even Australia. Meanwhile, plans to replace Russian pipeline gas imports with liquefied natural gas shipments will leave less fuel for other nations, forcing them to use more coal.
Fitch “substantially” lifted its Asian thermal coal price forecast for this year and beyond. It now expects the fuel loaded at Australia’s Newcastle port to average $320 a ton this year and
$246 a ton on average from 2022 to 2026, up from previous outlooks of $230 and $159, respectively.
Asian coal prices hit a record earlier this year after Russia’s invasion of Ukraine exacerbated an already tight market. Miners are struggling to keep up with the surge in demand as utilities rush to secure fuel.
Shifting forward curves on coal futures markets also indicates that high prices will last. A December 2026 contract for Newcastle coal is priced at $233.15 a ton, up from $111.15 at the start of this year and $80.80 at the start of 2021. ⧫
