TABLE OF CONTENTS. No. Title Media Source Page

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Daily News Update Page 1

HE MINISTRY of EMR explained that throughout 2022, coal production could increase to 663 million tons from the realization of production in 2021 which was 614 million tons. Meanwhile, this year's domestic demand is also estimated to increase to 165.7 million tons from last year's realization of 133 million tons.

The Minister of EMR, Arifin Tasrif, explained that in 2021 the total coal production would be 614 million tons or 98.24 percent of the target of 625 million tons. Meanwhile, domestic demand in 2021 will be 133 million tons or less than the 2021 target of 137 million tons.

The realization of coal exports in 2021 is 435 million tons or lower than the target of 487.5 million tons. "This domestic need is included as an assignment from producers to meet domestic coal needs both for electri- city and also for industry," he explained in a virtual press conference, Wednesday (12/1).

Kementerian ESDM: Kebutuhan Batubara Domestik Tahun 2022

Mencapai 165,7 Juta Ton

Reporter: Arfyana Citra Rahayu | Editor:

Handoyo

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EMENTERIAN ESDM memaparkan di sepanjang 2022, produksi batubara bisa meningkat menjadi 663 juta ton dari realisasi produksi di 2021 yang sebesar 614 juta ton.

Adapun di tahun ini kebutuhan domestik diperkirakan juga akan meningkat menjadi 165,7 juta ton dari realisasi tahun lalu yang sebesar 133 juta ton.

Menteri ESDM, Arifin Tasrif menjelaskan, pada 2021 total produksi batubara sebesar 614 juta ton atau 98,24% dari target yang senilai 625 juta ton. Adapun kebutuhan domestik pada 2021 sebesar 133 juta ton tau lebih kecil dari target 2021 yang sebesar 137 juta ton.

Realisasi ekspor batubara di 2021 sebesar 435 juta ton atau lebih rendah daripada target yang sebesar 487,5 juta ton. "Kebutuhan domestik ini masuk sebagai penugasan dari para produsen untuk mencukupi kebutuhan batubara dalam negeri baik untuk listrik maupun juga untuk industri," jelasnya dalam konferensi pers secara virtual, Rabu (12/1).

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Next year, the Ministry of EMR hopes that this production can be increased to 663 million tons and domestic coal consumption is estimated to increase to 165.7 million tons and exports to 497.2 million tons.

In 2021, the realization of ex-mining land reclamation is 8,539 Ha or higher than the planned target of 7,025 Ha. As for the target in 2022, MEMR targets the reclamation of an area of 7,050 Ha.

Di tahun depan, Kementerian ESDM ber- harap produksi ini bisa ditingkatkan ke angka 663 juta ton dan konsumsi batubara domestik diperkirakan meningkat menjadi 165,7 juta ton dan ekspor 497,2 juta ton.

Di tahun 2021 realisasi reklamasi lahan bekas tambang sebesar 8.539 Ha atau lebih tinggi dari target yang dicanangkan yang seluas 7.025 Ha. Adapun target di 2022, ESDM menargetkan reklamasi seluas 7.050 Ha.

Luhut: Coal Export Ban Has Not Been Lifted!

Ignacio Geordi Oswaldo - detikFinance

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OORDINATING Minister for Maritime Affairs and Investment Luhut Binsar Pandjaitan led a coordination meeting related to the ban on coal exports and the fulfillment of PLN's coal on Wednesday, January 12, 2022 yesterday.

In the coordination meeting, President Director of PT PLN (Persero) Darmawan Prasodjo said with the support of the government and stakeholders, PLN has succeeded in ensuring the stock of coal for power plants is currently in a safe condition.

PLN reports that the status of the coal stock at the PLTU is currently at a minimum of 15 HOP or for remote and critical PLTUs at 20 HOP.

Based on reports from PLN and input from various K/L, the following decisions were taken in this coordination meeting:

1. Considering that the domestic stock is in a safe condition based on the report from PLN, 37 ships that have been loading as of January 12 and have been paid for by the buyer will be released for export.

Luhut: Larangan Ekspor Batu Bara Belum Dicabut!

Ignacio Geordi Oswaldo - detikFinance

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ENKO Maritim dan Investasi Luhut Binsar Pandjaitan memimpin rakor terkait larangan ekspor batu bara dan pemenuhan batu bara PLN pada Rabu 12 Januari 2022 kemarin.

Dalam rakor tersebut, Direktur Utama PT PLN (Persero) Darmawan Prasodjo mengata-kan dengan dukungan pemerintah dan stakeholder, PLN telah berhasil memastikan stok batu bara untuk pembangkit listrik saat ini dalam kondisi aman.

PLN melaporkan status stok batu bara di PLTU saat ini berada dalam angka minimal 15 HOP atau untuk PLTU berjarak jauh dan kritis di angka 20 HOP.

Atas laporan dari PLN serta masukan dari berbagai K/L, dalam rakor ini diambil beberapa keputusan sebagai berikut:

1. Mengingat stok dalam negeri yang sudah dalam kondisi aman berdasarkan laporan dari PLN, maka untuk 37 kapal yang sudah melakukan loading per tanggal 12 Januari dan sudah dibayarkan oleh pihak pembelinya akan di-release untuk melakukan ekspor.

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This needs to be done to avoid the risk of fire if the coal is left too long. However, coal companies supplying these vessels will be subject to fines based on the Decree of the Minister of EMR Number 139 of 2021 if they have not fulfilled their DMO and/or contractual obligations to PLN in 2021.

2. In the future, coal companies wishing to export are required to fulfill the following requirements determined by the government:

a. First, for coal companies that have fulfilled their sales contracts to PLN and their DMO obligations are 100% in 2021, they will be allowed to start exporting in 2022.

b. Second, for coal companies that already have a contract with PLN but have not fulfilled their contractual obligations and the DMO for 2021, they must fulfill the penalty obligation in accordance with the Decree of the Minister of EMR Number 139 of 2021. The value of the calculation of the fine will be applied from the date of the issuance of the Ministerial Decree.

c. Third, for coal companies whose coal specifications do not match the specifications of PLN's coal requirements or do not have a contract with PLN in 2021, they will also be subject to a fine with the same mechanism as in the Decree of the Minister of EMR No. 139 of 2021, based on the volume of DMO allocation that has been allocated. given to each of these companies.

The Ministry of EMR will verify the fulfillment of the DMO and PLN contracts in 2021 for each coal company, as the basis for the calculation in point no 2 above.

In the Coordination Meeting which was attended by the Minister of Trade, Minister of EMR,...

Hal ini perlu dilakukan untuk menghindari risiko terjadinya kebakaran jika batu bara tersebut terlalu lama dibiarkan. Namun perusahaan-perusahaan batu bara yang mensuplai untuk kapal-kapal tersebut akan dikenakan denda berdasarkan Keputusan Menteri ESDM Nomor 139 Tahun 2021 jika belum memenuhi kewajiban DMO dan/atau kontrak kepada PLN di tahun 2021.

2. Untuk ke depannya, perusahaan batu bara yang akan melakukan ekspor diwajibkan untuk memenuhi syarat yang telah di- tentukan pemerintah sebagai berikut:

a. Pertama, untuk perusahaan batu bara yang telah memenuhi kontrak penjualan kepada PLN dan kewajiban DMO-nya 100% di tahun 2021, maka akan diizinkan untuk memulai ekspor di tahun 2022.

b. Kedua, untuk perusahaan batu bara yang telah memiliki kontrak dengan PLN namun belum memenuhi kewajiban kontraknya dan DMO untuk tahun 2021, maka harus memenuhi kewajiban denda sesuai dengan Keputusan Menteri ESDM Nomor 139 Tahun 2021. Nilai perhitungan denda akan diberlakukan sejak Kepmen tersebut keluar.

c. Ketiga, untuk perusahaan batu bara yang spesifikasi batu baranya tidak sesuai dengan spesifikasi kebutuhan batu bara PLN atau tidak memiliki kontrak dengan PLN pada tahun 2021, juga akan dikenakan denda dengan mekanisme yang sama sesuai Keputusan Menteri ESDM Nomor 139 Tahun 2021, berdasarkan volume alokasi DMO yang diberikan kepada masing-masing perusahaan tersebut.

Kementerian ESDM akan melakukan verifi-kasi terhadap pemenuhan DMO dan kontrak PLN pada tahun 2021 untuk masing-masing perusahaan batu bara, sebagai dasar perhitungan pada poin no 2 diatas.

Dalam Rakor yang dihadiri oleh Menteri Perdagangan, Menteri ESDM,...

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Minister of EMR, Head of the Financial and Development Supervisory Agency (BPKP), Bakamla, and several other high-ranking government institutions, Luhut reminded all parties to move to monitor and ensure implementation in the field.

"I really want to be monitored together so that this can also be a moment for all of us to improve governance conditions in the country and things like this don't need to happen again in the future," said Luhut in a written statement, Thursday (13/1/2022).

(ang/zul)

Menteri ESDM, Kepala Badan Pengawasan Keuangan dan Pembangunan (BPKP), Bakamla, serta beberapa petinggi lembaga pemerintahan lainnya tersebut, Luhut mengingatkan semua pihak untuk bergerak meng- awasi dan memastikan pelaksanaannya di lapangan.

"Saya minta betul-betul diawasi bersama supaya ini juga bisa menjadi momen untuk kita semua memperbaiki kondisi tata kelola di dalam negeri dan hal-hal seperti ini tidak perlu terulang lagi di kemudian hari," tegas Luhut dalam keterangan tertulisnya, Kamis (13/1/20222). (ang/zul)

This is a Leak of the Gradual Coal Export Scheme

Rangga Prakoso

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HE MINISTRY of Energy and Mineral Resources (MEMR) revealed a gradual coal export scheme. The scheme is implemented with a note that this afternoon PLN declares the stock of coal at the steam power plant (PLTU) is in a safe condition.

The ban on coal exports, which started on January 1, was supposed to last until the end of January.

Minister of EMR Arifin Tasrif said his party had carried out evaluations and security measures to ensure the availability of coal stock at the steam power plant (PLTU). If the evaluation results show encouraging results, his party has prepared a scheme to open export faucets. However, he emphasized that exports will be opened gradually.

"We will partially grant re-export permits,"

said Arifin in Jakarta, Wednesday (12/1).

Ini Bocoran Skema Ekspor Batu Bara Bertahap

Rangga Prakoso

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EMENTERIAN Energi dan Sumber Daya Mineral (ESDM) membeberkan skema ekspor batu bara bertahap. Skema tersebut diterapkan dengan catatan bila sore ini PLN menyatakan stok batu bara di pembangkit listrik tenaga uap (PLTU) dalam kondisi aman. Larangan ekspor batu bara yang dimulai sejak 1 Januari kemarin sedianya berlangsung hingga akhir Januari nanti.

Menteri ESDM Arifin Tasrif mengatakan pihaknya sudah melakukan evaluasi dan langkah pengamanan dalam memastikan ketersediaan stok batu bara di pembangkit listrik tenaga uap (PLTU). Bila hasil evaluasi menunjukkan hasil menggembira- kan maka pihaknya sudah menyiapkan skema dalam membuka kran ekspor.

Namun dia menegaskan ekspor dibuka secara bertahap.

"Akan secara parsial memberikan izin ekspor kembali," kata Arifin di Jakarta, Rabu (12/1).

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Arifin revealed that the ranking of fulfillment of domestic coal allocation (domestic market obligation/DMO) is a reference in granting export permits. He emphasized that companies that had fulfilled the January DMO quota were given the first opportunity to ship coal overseas.

"What we prioritize is for producers who meet 100 percent of their DMO to be given first priority. Meanwhile, those who have not fulfilled must fulfill first," he said.

He said the coal export opening scheme was accompanied by strict sanctions for coal producers. However, Arifin did not reveal the form of the sanctions imposed.

He only mentioned that there would be a category of sanctions based on the percentage of DMO fulfillment.

"Of course the disciplinary sanctions will be implemented clearly," he said. Editor : Rangga

Arifin mengungkapkan peringkat pemenuhan alokasi batu bara dalam negeri (domestic market obligation/DMO) menjadi acuan dalam pemberian izin ekspor. Dia menegaskan perusahaan yang telah memenuhi kuota DMO Januari ini diberikan kesempatan pertama melakukan pengiriman batu bara ke luar negeri.

"Yang kita prioritaskan adalah bagi para produsen yang memenuhi 100 persen DMO- nya untuk diberikan prioritas pertama.

Sedangkan yang belum memenuhi agar memenuhi lebih dahulu," ungkapnya.

Dikatakannya skema pembukaan ekspor batu bara pun disertai dengan sanksi tegas bagi produsen batu bara. Hanya saja Arifin tidak membeberkan bentuk sanksi yang dikenakan tersebut. Dia hanya menyebut akan ada kategori sanksi berdasarkan prosentase pemenuhan DMO.

"Tentu saja sanksi disiplin akan kira terap- kan dengan jelas," tegasnya. Editor : Rangga

Mining Service Issuers Committed to Maintaining Operational

Performance this Year

Reporter: Filemon Agung | Editor: Handoyo

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INING service issuers are committed to maintaining operational performance for this year. On the other hand, a number of sentiments are now coloring the coal industry, starting from the increase in coal prices and the export ban policy by the Indonesian government as of January 1, 2022.

Corporate Secretary of PT United Tractors Tbk (UNTR) Sara K. Loebis revealed, so far there has been no report on the impact of the coal export ban policy on the company's performance.

Emiten Jasa Pertambangan Berkomitmen Menjaga Kinerja

Operasional Tahun Ini

Reporter: Filemon Agung | Editor: Handoyo

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MITEN jasa pertambangan berkomitmen menjaga kinerja operasional untuk tahun ini. Di sisi lain, sejumlah sentimen kini tengah mewarnai industri batubara, mulai dari kenaikan harga batubara dan kebijakan larangan ekspor oleh pemerintah Indonesia per 1 Januari 2022.

Sekretaris Perusahaan PT United Tractors Tbk (UNTR) Sara K. Loebis mengungkapkan, sejauh ini belum ada laporan dampak kebijakan larangan ekspor batubara untuk kinerja perusahaan.

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"So far there have been no reports of any impact on us, maybe because it is still in the first week," Sara told Kontan, Wednes- day (12/1).

Sara continued, for this year UNTR targets the mining services business line to increase by 3% from the previous year.

This business includes coal production and overburden removal.

Kontan noted, UNTR through its mining contractor business line recorded a steady performance in the first 11 months of 2021. Through Pamapersada, production volume reached 106.5 million tons of coal, a slight increase of 1.72% from coal production in the same period in 2020, which was 104.7 million tons.

Meanwhile, Pama recorded 781.8 million bank cubic meters (bcm) of overburden (OB) removal for 11 months 2021. This number increased 2.47% from total OB production in 2020.

In the coal trading business, PT Tuah Turangga Agung (TTA), UNTR recorded sales of 8.48 million tons of coal, an increase of 2.9% from the 11-month 2020 period of 8.24 million tons. However, sales in the November 2021 period decreased by 20.3%, from 409,000 tons in October 2021 to 326,000 tons.

Meanwhile, the management of PT Astrindo Nusantara Infrastruktur Tbk (BIPI) also stated that so far there has been no visible impact from the coal export ban.

BIPI Corporate Secretary Kurniawati Budiman said that his party is still taking a wait & see attitude for the policy of banning coal exports. Meanwhile, the increase in coal prices is recognized as not having an impact on the increase in service prices. "Because the contract scheme is long-term," said Kurniawati to Kontan, Wednesday (12/1).

"Sejauh ini belum ada laporan adanya dampak di kami, mungkin karena masih berada di minggu pertama," ungkap Sara kepada Kontan, Rabu (12/1).

Sara melanjutkan, untuk tahun ini UNTR menargetkan lini bisnis jasa tambang naik 3% dari tahun sebelumnya. Bisnis ini termasuk untuk produksi batubara dan overburden removal.

Kontan mencatat, UNTR lewat lini bisnis kontraktor pertambangan mencatatkan kinerja moncer dalam kurun 11 bulan pertama 2021. Melalui Pamapersada, volume produksi mencapai 106,5 juta ton batubara, naik tipis 1,72% dari produksi batubara di periode yang sama tahun 2020, yakni 104,7 juta ton.

Sementara itu, Pama mencatatkan 781,8 juta bank cubic meter (bcm) pengupasan lapisan permukaan atau overburden (OB) removal sepanjang 11 bulan 2021. Jumlah ini naik 2,47% dari jumlah produksi OB tahun 2020.

Di bisnis perdagangan batubara, PT Tuah Turangga Agung (TTA), UNTR mencatatkan penjualan 8,48 juta ton batubara atau naik 2,9% dari periode 11 bulan 2020 sebesar 8,24 juta ton. Hanya saja, penjualan di periode November 2021 menurun 20,3%, dari 409.000 ton di Oktober 2021 menjadi 326.000 ton.

Sementara itu, Manajemen PT Astrindo Nusantara Infrastruktur Tbk (BIPI) pun menyebutkan sejauh ini belum ada dampak yang terasa dari larangan ekspor batubara.

Sekretaris Perusahaan BIPI Kurniawati Budiman mengungkapkan, pihaknya masih mengambil sikap wait & see untuk kebijakan larangan ekspor batubara. Sementara itu, kenaikan harga batubara diakui tak ber- dampak pada kenaikan harga jasa. "Karena skema kontraknya jangka panjang," ujar Kurniawati kepada Kontan, Rabu (12/1).

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Kurniawati continued, this year's coal handling performance is targeted to reach 70 million tons. Meanwhile, the capital expenditure allocation is still under management evaluation. "Currently, the capex allocation is only for asset replace- ment and spare parts procurement,"

concluded Kurniawati.

Kurniawati melanjutkan, untuk kinerja penanganan batubara pada tahun ini ditargetkan mencapai 70 juta ton.

Sementara itu, untuk alokasi belanja modal kini masih dalam evaluasi manajemen.

"Alokasi capex saat ini hanya untuk penggantian aset dan pengadaan spare- part," pungkas Kurniawati.

MEMR Aims for Production Target of 663 Million Tons of

Coal by 2022

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HE MINISTRY of Energy and Mineral Resources (MEMR) has set a coal production target for 2022 to reach 663 million tons.

Minister of EMR Arifin Tasrif said the supply for the domestic market obligation (DMO) also increased from 133 million tons to 165.7 million tons. The remaining 497.2 million tons of the target will fill the export market.

"In 2022, we hope that we can increase this production to 663 million tons and then we also estimate that domestic consumption can increase to 165.7 million tons," he said at a press conference, Wednesday (12/1/

2022).

Meanwhile, the coal production target for 2021 did not reach the target expected by the government. The Ministry of EMR notes that the realization of commodity production is only at 614 million tons or about 98.24 percent of the target.

Furthermore, the government has recorded the realization of the construction of 21 smelters by the end of 2021. This figure is targeted to increase to 7 smelters by 2022.

ESDM Bidik Target Produksi 663 Juta Ton Batu Bara Pada 2022

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EMENTERIAN Energi dan Sumber Daya Mineral (ESDM) menetapkan target produksi batu bara 2022 mencapai 663 juta ton.

Menteri ESDM Arifin Tasrif mengatakan pasokan untuk domestik market obligation (DMO) juga meningkat dari 133 juta ton menjadi 165,7 juta ton. Adapun sisa dari target tersebut yakni 497,2 juta ton akan mengisi pasar ekspor.

“Tahun 2022, kita harapkan produksi ini bisa kita tingkatkan ke angka 663 juta ton dan kemudian juga konsumsi domestik kita perkirakan bisa meningkat hingga 165,7 juta ton,” katanya saat konferensi pers, Rabu (12/1/2022).

Sementara itu, target produksi batu bara 2021 tidak mencapai target yang diharap- kan pemerintah. Catatan Kementerian ESDM mencatat realisasi produksi komoditas tersebut hanya berada di 614 juta ton atau sekitar 98,24 persen dari target.

Lebih lanjut, pemerintah membukukan realisasi pembangunan 21 smelter hingga akhir 2021. Angka ini ditargetkan meningkat hingga 7 smelter pada 2022.

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Over the past year, at least five projects have started production or completed the final stages of development. The two companies that have been operating are PT Cahaya Modern Metal Industri in Banten, and PT Halmahaera Persada Legend in North Maluku.

Meanwhile, three other companies are still completing the construction phase. PT Smelter Nickel Indonesia in Banten has completed 98.7 percent progress. The company is targeted to operate in the first quarter of 2022.

Then the 99.87 percent construction of the PT Kapuas Prima Citra smelter in Central Kalimantan has been completed. The company plans to operate at the end of January 2022. Finally, the PT Antam, Tbk smelter only needs to conduct a power plant auction.

With the target of adding seven smelters this year, the Government is aiming for 28 smelters to be completed and producing by 2022. Editor : Muhammad Khadafi

Sepanjang tahun lalu, setidaknya lima proyek telah mulai produksi atau menyelesaikan tahap akhir pembangunan.

Dua perusahaan yang telah beroperasi adalah PT Cahaya Modern Metal Industri di Banten, serta PT Halmahaera Persada Legend di Maluku Utara.

Sementara itu, tiga perusahaan lainnya masih menyelesaikan tahap konstruksi. PT Smelter Nikel Indonesia di Banten telah menyelesaikan progres 98,7 persen.

Perusahaan ini ditargetkan beroperasi pada kuartal I/2022.

Kemudian smelter PT Kapuas Prima Citra di Kalimantan Tengah sudah selesai konstruksi 99,87 persen. Rencananya perusahaan ini akan beroperasi pada akhir Januari 2022. Terakhir, smelter PT Antam, Tbk hanya tinggal melakukan lelang pembangkit listrik.

Dengan target penambahan tujuh smelter tahun ini, Pemerintah membidik 28 smelter selesai berdiri dan berproduksi pada 2022. Editor : Muhammad Khadafi

Priority Coal Exports for Companies That Have

Implemented 100 Percent DMO

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HE GOVERNMENT will soon open the faucet for coal exports. However, not all of them can export the coal, but only companies that have fulfilled their Domestic Market Obligation (DMO) obligations of 100 percent.

"What we prioritize is for producers who meet 100 percent of their DMO.

Meanwhile, those who have not met (DMO), must fulfill them first," said...

Ekspor Batu Bara Prioritas untuk Perusahaan yang Sudah

Jalankan DMO 100 Persen

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EMERINTAH bakal segera membuka keran ekspor batu bara. Namun tidak semua bisa melakukan ekspor batu bara tersebut tetapi hanya perusahaan yang sudah memenuhi kewajiban Domestic Market Obligation (DMO) sebesar 100 persen.

"Yang kita prioritaskan adalah bagi para produsen yang memenuhi 100 persen DMO- nya. Sedangkan yang belum memenuhi (DMO), agar memenuhi terlebih dahulu,"

tutur...

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said Minister of Energy and Mineral Resources (MEMR) Arifin Tasrif, at a press conference on the 2021 Performance Achievements and the 2022 Program, Jakarta (12/1/2022).

The government has set sanctions for producers who do not fulfill their DMO obligations. The sanctions include not being able to export coal.

Therefore, if a producer or company wants to obtain an export permit, it must fulfill the DMO obligation of up to 100 percent.

Thus, companies that do not have DMO provisions must complete their responsibilities first.

Meanwhile, Arifin continued, the government through the relevant ministries/

institutions is still waiting for an official statement from PLN regarding the stock of coal in the power plant. It is planned that a decision regarding the ban on coal exports will be announced this Wednesday afternoon.

"Hopefully, this afternoon, there will be a statement from PLN. PLN states that the supply is safe and the arrival schedule for all power plants, both PLN and IPP, has been confirmed and the contract has been signed," he said.

Coal Price Prediction 2022

President Commissioner of PT Perusahaan Gas Negara Tbk (PGN) Arcandra Tahar projects that coal prices will remain high in 2022. That is, above USD 70 per ton.

"Why is it above USD 70 per ton? In terms of needs, it turns out that this year is higher than the pre-pandemic," he said at the PGN Energy Outlook 2022 event, Jakarta, Wednesday (12/1/2022).

Arcandra gave an example, one of which is the new PLTU market to China which continues to grow. Especially over the next five years.

tutur Menteri Energi dan Sumber Daya Mineral (ESDM) Arifin Tasrif, dalam konferensi pers Capaian Kinerja Tahun 2021 dan Program Tahun 2022, Jakarta (12/1/2022).

Pemerintah sudah menetapkan sanksi bagi produsen yang tidak memenuhi kewajiban DMO. Sanksi tersebut antara lain tidak bisa melakukan ekspor batu bara.

Maka dari itu, jika produsen atau perusahaan ingin mendapatkan izin ekspor maka harus memenuhi kewajiban DMO sampai 100 persen. Sehingga, perusahaan yang masih belum ketentuan DMO harus menyelesaikan tanggung jawabnya terlebih dahulu.

Adapun, lanjut Arifin, saat ini pemerintah melalui kementerian/lembaga terkait masih menunggu pernyataan resmi dari PLN mengenai stok batu bara di pembangkit. Direncanakan, keputusan terkait larangan ekspor batu bara ini akan di- umumkan Rabu sore ini.

"Mudah-mudahan sore ini, sudah ada statement PLN. Di mana PLN menyatakan suplai aman dan jadwal kedatangan ke seluruh pembangkit, baik PLN, dan IPP sudah dipastikan dan sudah ada kontraknya," tandasnya.

Prediksi Harga Batu Bara 2022

Komisaris Utama PT Perusahaan Gas Negara Tbk (PGN) Arcandra Tahar mem- proyeksikan harga batu bara tetap tinggi di 2022. Yakni, di atas USD 70 per ton.

"Kenapa di atas USD 70 per ton?. Secara kebutuhan ternyata tahun ini lebih tinggi daripada pra-pandemi," katanya dalam acara PGN Energy Outlook 2022, Jakarta, Rabu (12/1/2022).

Arcandra mencontohkan, salah satunya adalah pasar PLTU baru ke China yang terus tumbuh. Khususnya selama lima tahun mendatang.

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"Especially in 2020 and the next five years, it will be very high," he explained.

In addition, the capacity of a number of coal producing countries is still limited. As a result, the existing stock of coal has not met the demands of consumer countries.

"So, we'll see it depends on how producing countries increase production quickly so that coal needs are met," he said.

"Terutama di tahun 2020 dan lima tahun yang akan datang itu tinggi sekali," bebernya.

Selain itu, kemampuan sejumlah negara produsen batu bara juga masih terbatas.

Akibatnya, stok batu bara yang ada belum memenuhi permintaan negara konsumen.

"Jadi, kita lihat tergantung bagaimana negara produsen meningkatkan produksi secara cepat agar kebutuhan batu bara terpenuhi,"

ucapnya.

Have a Bright Future, Check Out the Prospects of the Nickel Mining Sector in the future

Reporter: Akhmad Suryahadi | Editor:

Herlina Kartika Dewi

I

NDONESIA's nickel mining sector is believed to be still quite bright. A number of positive sentiments are believed to polish the prospect of nickel mining this year.

Henan Putihrai Sekuritas analyst Andreas Yordan Tarigan pinned Indonesia's nickel mining sector with an overweight rating.

There are a number of factors that could drive the use of nickel in the future.

The catalyst comes from the planned ban on exports of nickel pig iron (NPI) and ferronickel (FeNi) which is expected to push nickel prices higher. In an open discussion with the House of Represen- tatives (DPR) at the end of September 2021, representatives from the Ministry of Investment and the Ministry of Energy and Mineral Resources (MEMR) suggested the possibility of banning the export of nickel derivative products with nickel content lower than 70%, including NPI and FeNi.

Punya Masa Depan Cerah, Simak Prospek Sektor Pertambangan Nikel ke depan

Reporter: Akhmad Suryahadi | Editor:

Herlina Kartika Dewi

S

EKTOR pertambangan nikel Indonesia diyakini masih cukup cerah. Sejumlah sentimen positif diyakini bakal memoles prospek tambang nikel tahun ini.

Analis Henan Putihrai Sekuritas Andreas Yordan Tarigan menyematkan sektor pertambangan nikel Indonesia dengan peringkat overweight. Ada sejumlah faktor yang bisa mendorong penggunaan nikel ke depan.

Katalis datang dari rencana larangan ekspor nickel pig iron (NPI) dan feronikel (FeNi) yang diperkirakan dapat mendongkrak harga nikel lebih tinggi. Dalam diskusi terbuka dengan Dewan Perwakilan Rakyat (DPR) pada akhir September 2021, perwakilan dari Kementerian Investasi dan Kementerian Energi dan Sumber Daya Mineral (ESDM) mengemukakan kemungkinan untuk melarang ekspor produk turunan nikel dengan kandungan nikel lebih rendah dari 70%, termasuk NPI dan FeNi.

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If the regulation is implemented in 2022, it is expected to trigger a decline in nickel supply and boost nickel prices, considering that Indonesia currently accounts for around 30% of global supply.

Catalysts also come from the stainless steel industry. Andreas believes that China's energy crisis and preparations for the Beijing Winter Olympics, which put pressure on steel production, are only temporary.

Therefore, this year, Henan Putihrai anticipates a recovery in demand from the stainless steel industry.

So far, the global nickel market has been driven by the production of stainless steel using high purity grade 1 nickel and lower grade 2 refined nickel.

The demand for stainless steel represents about 72% of the total nickel demand. Due to its low price, grade 2 nickel dominates the stainless steel market. As a result, Indonesia and the Philippines are expanding their Class 2 production.

However, there has been a continuous shift towards high purity nickel products (class I nickel) as a result of the growth of the electric vehicle (EV) industry. Some types of electric vehicle batteries use nickel for the cathode, mainly in the form of nickel sulfate.

Although nickel demand from the battery segment is still only around 7% of the total nickel demand, Andreas believes that the EV segment will grow rapidly. The increasing demand for batteries has forced Indonesia and other nickel producers to expand their class 1 nickel refineries. The Philippines, for example, has started building a class 1 nickel refinery earlier than Indonesia.

"Overall, the possibility of higher stainless steel sales and the adoption of EVs could significantly affect future nickel demand,"

Andreas explained to Kontan.co.id, Tuesday (11/1).

Jika peraturan tersebut diterapkan pada tahun 2022, diperkirakan dapat memicu turunnya pasokan nikel dan mendongkrak harga nikel, mengingat Indonesia saat ini menyumbang sekitar 30% dari pasokan global.

Katalis juga datang dari industri stainless steel. Andreas berpandangan, krisis energi China dan persiapan Olimpiade Musim Dingin Beijing, yang memberi tekanan pada produksi baja, hanya berlangsung sementara. Oleh karena itu, pada tahun ini, Henan Putihrai mengantisipasi adanya pemulihan permintaan dari industri stainless steel.

Selama ini, pasar nikel global didorong oleh produksi stainless steel yang menggunakan nikel kemurnian kelas tinggi 1 dan nikel olahan kelas 2 yang lebih rendah.

Permintaan untuk stainless steel mewakili sekitar 72% dari total permintaan nikel.

Karena harganya yang rendah, nikel kelas 2 mendominasi pasar stainless steel. Akibat- nya, Indonesia dan Filipina memperluas produksi kelas 2 - nya.

Namun, terjadi pergeseran berkelanjutan menuju produk nikel kemurnian tinggi (nikel kelas I) sebagai akibat dari pertumbuhan industri kendaraan listrik atau electric vehicle (EV). Beberapa jenis baterai kendaraan listrik menggunakan nikel untuk katodanya, terutama dalam bentuk nikel sulfat.

Meskipun permintaan nikel dari segmen baterai masih hanya sekitar 7% dari total permintaan nikel, Andreas menilai segmen EV akan tumbuh dengan cepat. Meningkatnya permintaan baterai membuat Indonesia dan produsen nikel lainnya memperluas pemurnian nikel kelas 1-nya. Filipina misalnya, telah mulai membangun pemurnian nikel kelas 1 lebih awal dari Indonesia.

“Secara keseluruhan, kemungkinan penjualan stainless steel yang lebih tinggi dan adopsi EV dapat secara signifikan mempeng- aruhi permintaan nikel di masa depan,”

terang Andreas kepada Kontan.co.id, Selasa (11/1).

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Furthermore, the construction of a high- pressure acid leach (HPAL) treatment facility is considered the best way for Indonesia to enter the global EV battery supply chain. HPAL processors can convert limonite, which is a material removed during the mining process, to mixed hydroxide precipitate (MHP) or mixed sulphide precipitate (MSP). These materials can be further processed into nickel sulfate, which is the main component of batteries, without being processed into grade 1 nickel beforehand.

Indonesia has established an electric battery holding company called the Indonesia Battery Corporation (IBC) to create synergy between SOEs related to electric vehicles. PT Aneka Tambang Tbk (ANTM) has a 25% interest in this entity.

On the other hand, PT Vale Indonesia Tbk (INCO) is exposed indirectly through one of its shareholders, namely the mining BUMN holding (MIND ID) which holds 20%

of INCO's shares.

"Due to the synergies in cost, IBC is expected to have a lower battery cost production of 6% and lower material costs by 6%," continued Andreas.

Lebih lanjut, pembangunan fasilitas peng- olahan high-pressure acid leach (HPAL) dianggap sebagai cara terbaik bagi Indonesia untuk memasuki rantai pasokan baterai EV global. Prosesor HPAL dapat mengonversi limonit, yang merupakan bahan yang dibuang selama proses penambangan, menjadi mixed hydroxide precipitate (MHP) atau mixed sulphide precipitate (MSP). Bahan- bahan ini dapat diolah lebih lanjut menjadi nikel sulfat, yang merupakan komponen utama baterai, tanpa diproses menjadi nikel kelas 1 sebelumnya.

Indonesia sudah mendirikan sebuah holding baterai listrik bernama Indonesia Battery Corporation (IBC) untuk menciptakan sinergi antara BUMN terkait kendaraan listrik. PT Aneka Tambang Tbk (ANTM) memiliki 25%

kepemilikan dalam entitas ini.

Di sisi lain, PT Vale Indonesia Tbk (INCO) terpapar secara tidak langsung melalui salah satu pemegang sahamnya, yaitu holding BUMN pertambangan (MIND ID) yang meng- kempit 20% saham INCO.

“Karena sinergi pada biayanya, IBC diharap- kan memiliki produksi biaya baterai yang lebih rendah sebesar 6% dan biaya material yang lebih rendah sebesar 6%,” sambung Andreas.

Companies Not Supplying Coal Domestically Will Be Penalized

C

OORDINATING Minister for Maritime Affairs and Investment Luhut Binsar Panjaitan stressed that coal companies that do not comply with domestic market obligations (DMO) will be subject to penalties.

Perusahaan Tak Pasok Batu Bara ke Dalam Negeri Bakal Kena

Penalti

M

ENTERI Koordinator Bidang Kemaritiman dan Investasi Luhut Binsar Panjaitan menegaskan perusahaan batu bara yang tidak memenuhi kebijakan dalam negeri (domestic market obligation/DMO) akan dikenakan sanksi penalti.

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"Those who don't fulfill th e DMO obligations will be penalized, the state will get billions of dollars," Luhut told reporters at the Kemenkomarves, Wednesday (12/1) night.

He ensured that the coal deficit problem of PT PLN (Persero) could be resolved after his party cooperated with the Financial and Development Supervisory Agency (BPKP) which carried out the audit.

"Our problem is decades and inefficiency is within us. Now we meet after being audited. We are integrated with BPKP, MEMR, to PLN. All relevant ministers," he said.

Luhut explained that the reason behind the gradual reopening of coal exports was due to financial problems and seeing the needs of other countries.

"How come exports are now open? We need money. Second, it turns out that the countries around us are very dependent on Indonesia," he said.

By looking at the response of a number of countries who protested against the ban on coal exports at the beginning of the year, Luhut is sure that other countries cannot act recklessly with Indonesia.

"People (outsiders) can't play games, there are several prime ministers who call the president. I reported to the president that there are many countries that depend on us. He can't play with us, we want to be equal," Luhut said firmly.

Previously, Luhut said the ban on coal exports was gradually being opened today.

This is marked by 37 coal export ships that are starting to sail to their destination countries.

"The 37 ships that have been filled with coal and are ready for export today are ready to be released and start running," he said.

"Yang tidak penuhi kewajiban DMO itu akan kena penalti, negara akan dapat miliaran dolar," kata Luhut kepada wartawan di Kemenkomarves, Rabu (12/1) malam.

Ia memastikan masalah defisit batu bara PT PLN (Persero) dapat terselesaikan setelah pihaknya bekerja sama dengan Badan Pengawasan Keuangan dan Pembangunan (BPKP) yang melakukan audit.

"Masalah kita puluhan tahun dan inefisiensi di kita. Sekarang ketemu setelah diaudit.

Kita terintegrasi dengan BPKP, ESDM, hingga PLN. Semua menteri terkait," ujar- nya.

Luhut menjelaskan alasan di balik dibuka- nya kembali ekspor batu bara secara bertahap lantaran persoalan keuangan dan melihat kebutuhan negara lain.

"Kok sekarang dibuka ekspornya? Kita kan perlu uang. Kedua, ternyata negara sekeliling kita ini sangat tergantung dengan Indonesia," ucapnya.

Dengan melihat respons sejumlah negara yang memprotes larangan ekspor batu bara pada awal tahun, Luhut yakin negara lain tidak bisa sembarangan bertindak dengan Indonesia.

"Orang (luar) enggak boleh main-main, ada beberapa prime minister (perdana menteri) yang telepon presiden. Saya lapor ke presiden ternyata banyak negara yang tergantung dengan kita. Dia enggak boleh main-main sama kita, kita mau setara,"

tegas Luhut.

Sebelumnya, Luhut mengatakan larangan ekspor batu bara secara bertahap mulai dibuka pada hari ini. Hal ini ditandai dengan 37 kapal ekspor batu bara yang mulai bisa berlayar menuju negara tujuan.

"37 kapal yang sudah diisi dengan batu bara dan siap ekspor hari ini siap rilis dan mulai jalan," katanya.

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In addition, Luhut also ensures that the availability of coal supply for PT PLN (Persero) is safe for the next 20 days.

"There will be no blackouts. So for the near 15 days the reserves have been (fulfilled), the far 20 days the reserves have been fulfilled," he explained. (fry/sfr)

Selain itu, Luhut turut memastikan bahwa ketersediaan pasokan batu bara untuk PT PLN (Persero) aman hingga 20 hari ke depan.

"Enggak akan ada pemadaman. Jadi untuk yang dekat 15 hari cadangan sudah (terpenuhi), yang jauh 20 hari cadangan sudah terpenuhi," jelasnya. (fry/sfr)

It's Very Easy for Indonesia to Move Coal Prices! It's Down 3%...

Hidayat Setiaji, CNBC Indonesia

C

OAL prices rose again after three days of correction. Again, the news from Indonesia seemed to be the main driver of the price of the black stone.

Yesterday, the price of coal on the Newcastle (Australia) ICE market closed at US$ 173.2/ton. Up 3.03% compared to the previous day.

This spike occurred after coal prices fell for three consecutive days. During those three days, prices fell 6.61%.

The correction occurred because the Indonesian government decided to gradually re-allow coal exports. Previously, the government banned exports for a month because the availability of coal in domestic power plants was critical.

However, there is a new dynamic. It turned out that until yesterday afternoon there had not been a single coal-carrying ship leaving the port in the country.

"Not yet. We will release it gradually.

Anyway, if it meets the criteria, it will be released," said Jodi Mahardi, Spokesperson for the Coordinating Ministry for Maritime Affairs and Investments.

Gampang Banget RI Gerakin Harga Batu Bara! Ini Turun 3%...

Hidayat Setiaji, CNBC Indonesia

H

ARGA batu bara naik lagi setelah tiga hari terkoreksi. Lagi-lagi kabar dari Indonesia rasanya menjadi penggerak utama harga si batu hitam.

Kemarin, harga batu bara di pasar ICE Newcastle (Australia) ditutup di US$

173,2/ton. Melesat 3,03% dibandingkan hari sebelumnya.

Lonjakan ini terjadi setelah harga batu bara turun tiga hari beruntun. Selama tiga hari itu, harga anjlok 6,61%.

Koreksi itu terjadi karena pemerintah Indonesia memutuskan untuk kembali meng- izinkan ekspor batu bara secara bertahap.

Sebelumnya, pemerintah melarang ekspor selama sebulan karena ketersediaan batu bara di pembangkit listrik domestik sudah kritis.

Akan tetapi, ada dinamika terbaru. Ternyata hingga kemarin siang belum ada satupun kapal pengangkut batu bara yang meninggal- kan pelabuhan di Tanah Air.

"Belum. Kita akan lepas secara bertahap.

Pokoknya kalau sudah memenuhi kriteria- kriterianya baru dilepas," ungkap Jodi Mahardi, Juru Bicara Kementerian Koor- dinator Bidang Kemaritiman dan Investasi.

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This development seems to be enough to make the market frantic. How not, Indonesia is the world's largest coal exporter.

Without coal from Indonesia, many countries are threatened with complete darkness. Starting from China, Japan, South Korea, India, to the Philippines.

Concerns about the depletion of stocks on the world market made coal prices rise again. This is an example of how powerful Indonesia is in the international coal scene.

CNBC INDONESIA RESEARCH TEAM (aji/aji)

Perkembangan ini sepertinya sudah cukup membuat pasar kalang kabut. Bagaimana tidak, Indonesia adalah negara eksportir batu bara terbesar dunia.

Tanpa batu bara dari Indonesia, banyak negara terancam gelap gulita. Mulai dari China, Jepang, Korea Selatan, India, sampai Filipina.

Kekhawatiran akan menipisnya stok di pasar dunia membuat harga batu bara kembali terangkat. Seperti inilah contoh betapa berkuasanya Indonesia di kancah batu bara internasional. TIM RISET CNBC INDONESIA (aji/aji)

Through Subsidiaries, PT Timah Increases Downstreaming to

Maximize Domestic Opportunities

Author: Edo Fernando, Editor: Umar RP.

P

T TIMAH Tbk is currently focusing on increasing the downstream activities of the main tin product. The main focus of the downstream, said the company, is in line with what has so far been mandated by the government, regarding the downstream program, which is mainly mining commodities.

President Jokowi previously warned that in the future Indonesia must no longer export raw materials abroad. Thus, the mining industry is also asked to implement the downstream program as much as possible. Departing from this, PT Timah then took quick steps to be able to increase the Added Value or added value with the downstream.

Lewat Anak Usaha, PT Timah Tingkatkan Hilirisasi Maksimalkan Peluang dalam

Negeri

Penulis: Edo Fernando, Editor: Umar RP.

P

T TIMAH Tbk saat ini berfokus untuk melakukan peningkatan kegiatan hilirisasi produk utama timah. Fokus utama hilirisasi itu, dikatakan perusahaan sejalan dengan apa yang selama ini diamanatkan oleh pemerintah, terkait program hilirisasi yang utamanya adalah komoditas pertambangan.

Presiden Jokowi sebelumnya mengingatkan bahwa Indonesia ke depan harus tidak lagi mengekspor bahan mentah ke luar negeri.

Dengan demikian, industri pertambangan pun diminta untuk semaksimal mungkin menerapkan program hilirisasi tersebut.

Berangkat dari hal inilah, PT Timah kemudian mengambil langkah cepat untuk mampu meningkatkan Added Value atau nilai tambah dengan hilirisasi tersebut.

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Although President Jokowi has only recently promoted a downstream program for the mining industry, basically PT Timah has been carrying out this program for a long time since they established their subsidiary, PT Timah Industri in 1998.

Then starting in 2010, the subsidiary has been able to produce tin chemical and develop new products again tin solder five years later.

"PT Timah has actually been carrying out a downstream program for tin products, through its subsidiary PT Timah Indonesia, which is very concerned about carrying out and developing the downstream commodity of tin. The main goal is of course to increase added value supported by market expansion activities, especially for tin derivative products," said Director of PT Timah, Mochtar Riza Pahlevi.

In addition, the presence of this subsidiary also plays an active role in supporting the absorption of domestic tin consumption, where currently more than 90% of Indonesia's tin production is exported abroad.

At the same time, PT Timah Industri, which is a manufacturing company, explained that currently they have implemented not only national standards, but also international standards, including other standards such as FDA which is intended for the United States market, and REACH which is intended for the European market.

Meski Presiden Jokowi baru belakangan ini menggalakkan program hilirisasi untuk industri pertambangan, pada dasarnya PT Timah telah lama melakukan program ini sejak mereka mendirikan anak usaha mereka, yakni PT Timah Industri di tahun 1998 silam. Kemudian mulai tahun 2010, anak usaha itu telah mampu memproduksi tin chemical dan mengembangkan produk baru lagi tin solder lima tahun setelahnya.

“PT Timah sebenarnya telah lama melakukan program hilirisasi produk timah, lewat anak usaha PT Timah Indonesia, yang sangat concern dalam melakukan dan mengembangkan hilirisasi dari komoditas Timah. Tujuan utamanya tentu untuk meningkatkan nilai tambah yang didukung oleh kegiatan ekspansi pasar khususnya untuk produk turunan timah,” ungkap Direktur PT Timah, Mochtar Riza Pahlevi.

Selain itu, hadirnya anak usaha tersebut juga sangat berperan aktif dalam men- dukung penyerapan konsumsi timah domestik, di mana saat ini lebih dari 90%

timah produksi Indonesia yang diekspor ke luar negeri.

Di saat yang sama, PT Timah Industri yang merupakan perusahaan manufaktur memaparkan bahwa saat ini mereka telah menerapkan tidak hanya standar nasional, tetapi juga standar internasional, termasuk standar lainnya seperti FDA yang diperuntukkan pada pasar Amerika Serikat, serta REACH yang diperuntukkan pada pasar Eropa.

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Indonesia relaxes export ban to allow 37 coal vessels to depart

By Fransiska Nangoy and Bernadette Christina

I

NDONESIA, the world's biggest thermal coal exporter, has allowed 37 loaded coal vessels to depart after they secured approvals from authorities, the Coordinating Ministry of Maritime and Investment Affairs said on Thursday.

In a statement, the ministry said an export ban implemented on Jan. 1 had been eased for miners that had met a requirement to sell a portion of their output for local power generation after the state utility procured enough coal at power stations to ensure 15 days of operations.

"I request that this is supervised closely so this also becomes a moment for us to improve domestic governance," Luhut Pandjaitan, coordinating minister for Maritime and Investment Affairs, said in the statement.

The 37 vessels included 14 ships whose clearance was announced earlier in the week. It was not immediately known how much coal the vessels carried.

Sending shockwaves through global energy markets, Indonesia set the export ban after state power company, Perusahaan Listrik Negara (PLN), reported critically low coal stocks at power plants that left Indonesia on the brink of widespread power outages.

Indonesian authorities blamed the coal supply crisis on miners failing to meet a so-called Domestic Market Obligation (DMO), requiring them to sell 25% of output to local buyers with a price cap at $70 per tonne for power plants.

The government has been lobbied by coal miners and also some of its biggest buyers including Japan and South Korea to ease the export ban.

There were about 120 vessels either loading or waiting to load off Indonesian's coal ports in Kalimantan on the island of Borneo on Wednesday, according to Refinitiv Eikon data.

The ministry said in the statement on Thursday that mining companies that had met their sales contract with PLN and 100% of their DMO requirements for 2021 would now be allowed to begin exporting.

Miners that had not fulfilled their PLN contracts and DMO would face fines, it said.

Citi in a research note on Jan. 5 estimated around 490 out of 631 coal miners in the country had not yet fulfilled their DMO obligation. These 490 coal miners represent about 35%-40%

of Indonesia's total production, it added.

According to minutes of a meeting between miners and the trade ministry earlier this month, 418 miners did not sell any of their coal to local generators last year.

Indonesia's two largest coal groups, PT Bumi Resources and Adaro Energy (ADRO.JK), as well as state coal miner Bukit Asam (PTBA.JK), were among companies who said in stock exchange filings they have met DMO requirements.

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Bumi Resources director Dileep Srivastava said on Thursday said the company was awaiting formal confirmation from the government but said an easing would be a positive development.

An Adaro spokesperson said its ships were yet to leave port as of Thursday morning.

Reporting by Bernadette Christina and Fransiska Nangoy; Editing by Ed Davies and Richard Pullin

Nickel price storms to 10-year peak on supply worries

Reuters

N

ICKEL price surged to the highest in a decade on Wednesday as investors bet automakers will have to scramble to secure supplies for their electric vehicle batteries as inventories dwindle.

Nickel was the top performer among industrial metals, which also rallied as worries eased about economic growth in top metals consumer China.

Three-month nickel on the London Metal Exchange jumped as much as 4.4% to $22,745 a tonne, the highest since August 2011. It had pared gains to $22,610 by 1130 GMT, up 3.7%.

“The battery king nickel has been the initial driver, breaking above that $21,000 level, gapping higher, and now the rally is filtering through to copper and the others,” said Ole Hansen, head of commodity strategy at Saxo Bank in Copenhagen.

“The focus in China is moving away from worries about the property sector slowdown to increased signs that they are going to provide stimulus and support to the economy, some of which will benefit industrial metals.”

In China, nickel prices leapt to a record high, with the February contract on the Shanghai Futures Exchange ending daytime trading 3.8% higher at 162,340 yuan ($25,510) a tonne.

A Singapore-based trader said that inventories were running low partly due to restocking by Chinese stainless steel mills.

Nickel stocks in LME warehouses have halved over the past five months to 99,462 tonnes, their lowest levels since December 2019, while refined nickel inventories in ShFE warehouses held close to a record low of 4,455 tonnes hit in August 2021.

LME cash nickel was at a premium of $192 a tonne over the three-month contract, its highest since October 2019, indicating tight nearby supplies.

Analysts at Goldman Sachs forecast the nickel market to be in a 30,000 tonne deficit in 2022, up from their August forecast of a 13,000 tonne deficit.

($1 = 6.3639 yuan) (By Eileen Soreng; Editing by Shounak Dasgupta and Mark Potter)

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Coal vessels await clearance to leave as Indonesia mulls ease of export ban

I

NDONESIAN authorities have yet to issue papers to allow 14 coal vessels to depart, a senior official said on Wednesday, as the government prepared to assess whether to further ease an export ban in the world's biggest shipper of thermal coal.

The suspension was implemented on Jan. 1 to avoid widespread domestic power outages, after state utility Perusahaan Listrik Negara (PLN) reported critically low coal stockpiles, amid complaints that miners were not fulfilling commitments to supply fuel to the firm.

The ban has concerned major coal importers, like Japan, South Korea and the Philippines, which fear economic disruption at home.

There are currently about 120 vessels either loading or waiting to load off Indonesian's coal ports in Kalimantan on the island of Borneo, according to Refinitiv Eikon data.

All 14 loaded coal vessels that were given the go ahead on Monday to depart once verified by authorities were still awaiting formal approval early on Wednesday, Transportation Ministry official Mugen Suprihatin Sartoto told Reuters.

The government will conduct a review of the ban on Wednesday and has said any resumption would be gradual, so it can assess how restarting exports might affect miners' compliance with the so-called Domestic Market Obligation (DMO) rules.

Under DMO rules, miners must sell 25% of their output to the local market, capped at $70/t for domestic power plants.

During a panel discussion on MetroTV late on Tuesday, energy ministry senior official Ridwan Djamaludin said the ban remains in effect until Jan. 31, unless lifted earlier.

"What we are waiting for now is the delivery of coal to the power plants," Ridwan said.

In the same discussion, PLN chief executive Darmawan Prasodjo said the company has secured 16.2 million tonnes of coal commitments.

PLN in a statement on Wednesday said it was working to ensure commitments secured during the export ban were delivered on time. Reuters

Australia’s iron ore exports to China down 24% in November – report

By Vladimir Basov

T

HE AUSTRALIAN Bureau of Statistics (ABS) reported yesterday that export of domestic goods in November 2021 increased by $691m (2%) compared to October 2021 and amounted to $43,859m.

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However, according to the report, exports of metal ores and minerals from Australia in November were down by $173m (-2%) and amounted to $11,275m.

Similarly, exports of coal, coke and briquettes from Australia were down by $362m (-5%) at

$7,255m, and exports of other mineral fuels were down by $53m (-1%) at $6,877m.

On the other hand, ABS pointed out that exports of metals (excluding non-monetary gold) from Australia were up by $263m (28%) in November 2021 and amounted to $1,204m.

However, exports of non-monetary gold from Australia were down by $325m (-14%) in November and amounted to $1,972m.

More importantly, according to the report, exports of iron ore fines from Australia to China fell by $1,158m or 24% in November 2021 compared to the previous month, whereas exports of iron ore lumps to China were down by $64m or 4%.

Epiroc, Orica secure Newcrest Cadia trial for commercial Avatel charging system

Posted by Daniel Gleeson

N

EWCREST Mining is set to trial Avatel, a fully mechanised development charging system developed by Epiroc and Orica, at the Cadia operation in New South Wales, Australia, later this year, according to Tony Sprague.

Sprague, Group Manager, Directional Studies and Innovation at Newcrest, said this will be the first commercial trial of the Orica and Epiroc co-developed system anywhere in the world.

Orica and Epiroc, back in 2019, announced joint work on a semi-automated explosives delivery system, enabling safer and more productive blasting operations in underground mines. The companies said the partnership would “bring together the deep expertise and experience of two global industry leaders” to address the growing demand from customers mining in increasingly more hazardous and challenging underground operations.

Avatel includes Orica’s HandiLoader™ emulsion process body, Epiroc’s M2C carrier and RCS 5 control system, working with Orica’s LOADPlus™ control system and WebGen™ 200 wireless initiation system and automated WebGen magazine. Epiroc has also incorporated an onboard dewatering and lifter debris clearing system, while Orica’s ShotPlus™ intelligent blast design software is also being leveraged. These components help eliminate the need for traditional tie-ins and other physical wired connections from the charging cycle.

Orica has stated previously: “This first-of-its-kind innovation enables a single operator to prepare and charge explosives from the safety of an enclosed cabin, several metres from the face and out of harm’s way. Combined with Orica’s LOADPlus smart control system and Subtek Control bulk emulsion, customers can enjoy complete and repeatable control over blast energy from design through to execution.”

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