TABLE OF CONTENTS. No. Title Media Source Page

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Daily News Update Page 1

Resources (ESDM) noted that investment in the mineral and coal mining sector until May 2021 had only reached US$ 1.39 billion or around Rp. 20 trillion (assuming an exchange rate of Rp. 14,400 per US$). The realization of this investment has only reached 23.24% of this year's target set at US$ 5.98 billion or around Rp 86 trillion. This achievement is in fact not as beautiful as the surge in prices for mining commodities such as coal, gold, nickel and copper, which have shown a positive trend since the beginning of the year.

The data was submitted by Ridwan Djamaluddin, Director General of Mineral and Coal at the Ministry of ESDM in a Hearing Meeting (RDP) with Commission VII DPR RI, Monday (08/06/2021).

"Minerba investment from this year's target of US$ 5.98 billion has reached US$ 1.39 billion so far," said Ridwan.

He explained that the company faced several obstacles in pursuing this invest-ment target. For example, the issue of Environmental Impact Analysis (AMDAL) licensing, borrow-to-use forest area permits, and spatial planning suitability. In addition, according to him, market conditions are also an obstacle because the contract has not been completed, so there are no buyers.

Harga Batu Bara Cs To The

Moon, Investasi Tambang RI

Melempem

K

EMENTERIAN Energi dan Sumber Daya

Mineral (ESDM) mencatat investasi di sektor tambang mineral dan batu bara (minerba) sampai dengan Mei 2021 baru mencapai US$ 1,39 miliar atau sekitar Rp 20 triliun (asumsi kurs Rp 14.400 per US$). Realisasi investasi ini baru mencapai 23,24% dari target tahun ini yang dipatok sebesar US$ 5,98 miliar atau sekitar Rp 86 triliun. Capaian ini nyatanya tak seindah lonjakan harga pada komoditas tambang seperti batu bara, emas, nikel, hingga tembaga yang menunjukkan tren positif sejak awal tahun.

Data tersebut disampaikan oleh Ridwan Djamaluddin, Dirjen Minerba Kementerian ESDM dalam Rapat Dengar Pendapat (RDP) dengan Komisi VII DPR RI, Senin (08/06/2021).

"Investasi minerba dari target US$ 5,98 miliar tahun ini, sampai saat ini US$ 1,39 miliar," kata Ridwan.

Dia menjelaskan, beberapa kendala di-hadapi perusahaan dalam mengejar target investasi ini. Misalnya, masalah perizinan Analisis Mengenai Dampak Lingkungan (AMDAL), izin pinjam pakai kawasan hutan, serta kesesuaian tata ruang.

Selain itu, menurutnya kondisi pasar juga menjadi kendala karena kontrak belum tuntas, sehingga belum ada pembeli.

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Daily News Update Page 4 "There are also obstacles to land

acquisi-tion because it is customary land, social conflicts, there are also obstacles to weather rainfall and Covid-19," he said. Ridwan said that his party will continue to provide support to business entities to increase investment, including providing facilities for compiling information and investment opportunities.

"We help do market sounding, harmoni-zation, and others," he said.

It should be noted that this year's mineral and coal mining sector investment target is set at US$ 5.98 billion, higher than the 2020 achievement of US$ 4.24 billion. But when compared to the investment achievement in 2019 of US$ 6.5 billion, it means that this year's investment target is lower. Meanwhile, the investment achieve-ment in 2019 was also lower than the 2018 achievement of US$ 7.48 billion.

As is known, a number of mining commo-dities are now experiencing a commocommo-dities boom or super cycle because prices hold high positions and are expected to last for a long time.

One of the commodities that continues to grow is coal. Even now, the price of coal contracts on the futures exchange is still at US$ 110 per ton.

The price of this coal has even reached a record high in almost the last decade. At the end of May 2021, the price of coal for the June contract shot 10.19% to US$ 118.9 per ton. This position is the highest since September 2011.

In the last trading last week, Friday (4/6/2021), Newcastle thermal coal contract price fell 2.09% to US$ 110.25. (wia)

"Ada juga kendala pembebasan lahan karena merupakan lahan adat, konflik sosial, ada juga kendala cuaca curah hujan dan Covid-19," tuturnya.

Ridwan menyebut pihaknya akan terus memberikan dukungan kepada badan usaha untuk meningkatkan investasi, di antaranya memberikan fasilitas penyu-sunan informasi dan peluang investasi. "Kami bantu lakukan market sounding, harmonisasi, dan lain-lain," ujarnya.

Perlu diketahui, target investasi sektor tambang minerba tahun ini dipatok sebesar US$ 5,98 miliar, lebih tinggi dari capaian 2020 sebesar US$ 4,24 miliar. Tapi jika dibandingkan dengan capaian investasi tahun 2019 lalu sebesar US$ 6,5 miliar, maka artinya target investasi tahun ini lebih rendah. Sementara capaian investasi pada 2019 juga lebih rendah dari capaian tahun 2018 sebesar US$ 7,48 miliar.

Seperti diketahui, sejumlah komoditas tambang kini mengalami commodities boom atau super siklus karena harga ber-tahan pada posisi tinggi dan diperkirakan dalam jangka waktu lama.

Salah satu komoditas yang terus melesat yaitu batu bara. Bahkan kini harga kontrak batu bara di bursa berjangka masih berada pada posisi US$ 110 per ton.

Harga batu bara ini bahkan mencapai rekor tertinggi nyaris dalam satu dekade terakhir ini. Pada akhir Mei 2021, harga batu bara untuk kontrak Juni melesat 10,19% menjadi US$ 118,9 per ton. Posisi ini merupakan tertinggi sejak September 2011.

Pada perdagangan terakhir pekan lalu Jumat (4/6/2021), harga kontrak batu bara termal Newcastle turun 2,09% ke US$ 110,25. (wia)

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Coal DMO realization only

reached 51.8 million tons until

May 2021

Reporter: Muhammad Julian | Editor: Anna Suci Perwitasari

T

HE REALIZATION rate of the domestic

market obligation (DMO) reached 51.8 million tons by the end of May 2021. This was stated by the Director General of Mineral and Coal (Minerba) of the Ministry of ESDM, Ridwan Djamaluddin, during a Hearing Meeting with Commission VII DPR RI in Jakarta, Monday (7/6) ago.

"We report that the DMO has reached 51.8 million tons in May 2021," he said in a release quoted by Kontan.co.id, Tuesday (8/6).

For this year, the government has set a target of 137.5 million tons for domestic coal needs throughout 2021. In other words, the DMO realization figure until May 2021 is only 37.7% of the target set. "We ensure that domestic coal needs will still be met as determined," said Ridwan. In addition to reporting the realization of DMO, Ridwan also conveyed the realization of national coal production. The govern-ment noted that the realization of coal production reached 237 million tons, equivalent to approximately 38% of the production target throughout 2021 which was 625 million tons.

Ridwan said that extreme weather conditions and disasters at the beginning of this year were a challenge for mining companies, especially in carrying out their operations.

Realisasi DMO batubara baru

capai 51,8 juta ton hingga Mei

2021

Reporter: Muhammad Julian | Editor: Anna Suci Perwitasari

T

INGKAT realisasi domestic market

obligation (DMO) mencapai 51,8 juta ton hingga akhir Mei 2021. Hal ini diungkap-kan oleh Direktur Jenderal Mineral dan Batubara (Minerba) Kementerian ESDM Ridwan Djamaluddin saat Rapat Dengar Pendapat bersama Komisi VII DPR RI di Jakarta, Senin (7/6) lalu.

"Kami laporkan mengenai DMO telah tercapai 51,8 juta ton pada Mei 2021," kata dia dalam rilis yang dikutip Kontan.co.id, Selasa (8/6).

Untuk tahun ini, pemerintah mematok target 137,5 juta ton untuk kebutuhan batubara domestik sepanjang tahun 2021. Dengan kata lain, angka realisasi DMO hingga Mei 2021 baru 37,7% dari target yang ditetapkan.

"Kami memastikan kebutuhan batubara dalam negeri akan tetap terpenuhi sebagaimana telah ditentukan," tegas Ridwan.

Selain melaporkan realisasi DMO, Ridwan juga menyampaikan realisasi produksi batubara nasional. Pemerintah mencatat, realisasi produksi batubara mencapai 237 juta ton, setara dengan kurang lebih 38% dari target produksi sepanjang tahun 2021 yang sebesar 625 juta ton.

Ridwan bilang, kondisi cuaca ekstrem dan bencana pada awal tahun ini menjadi tantangan tersendiri bagi perusahaan tambang, terutama dalam menjalankan kegiatan operasinya.

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Daily News Update Page 6 "Several obstacles experienced by business

entities include weather conditions and disasters in early 2021," concluded Ridwan.

"Beberapa kendala yang dialami oleh badan usaha antara lain kondisi cuaca dan bencana pada awal 2021," pungkas Ridwan.

DEWA's Efficiency Strategy is

Proven to Help Improve

Company Performance

Author: Edo Fernando, Editor: Umar RP.

P

T DARMA Henwa Tbk (DEWA) in its

official announcement will still implement the efficiency policy as the company's strategy for 2021. Later the company will also build more equipment and also increase the volume according to market needs. Not only that, the efficiency strategy will continue to be encouraged in order to provide increased profits and net income in the future.

DEWA CEO B. Prabhakaran explained to the media that his party is currently trying to maximize the availability and use of the equipment they have. Thus, he hopes that in the future the resulting production can be even more increased.

One of the things that will be done in this strategy is by optimizing the maintenance program and also the maintenance of heavy equipment that is even more efficient and also utilizing a global sourcing strategy.

In order to achieve the efficiency of capital costs that have been set last year, DEWA is also known to have started building a workshop and also a heavy equipment repair center located in Balikpapan.

Strategi Efisiensi DEWA Terbukti

Bantu Perbaikan Kinerja

Perusahaan

Penulis: Edo Fernando, Editor: Umar RP.

P

T DARMA Henwa Tbk (DEWA) dalam

peng-umuman resminya masih akan menerapkan kebijakan efisiensi sebagai strategi an untuk tahun 2021 ini. Nantinya perusaha-an juga akperusaha-an melakukperusaha-an pembperusaha-angunperusaha-an lebih banyak peralatan dan juga meningkatkan volume sesuai dengan kebutuhan pasar. Tidak hanya itu, strategi efisiensi tersebut akan terus didorong agar bisa memberikan peningkatan keuntungan dan laba bersih ke depannya.

CEO DEWA B. Prabhakaran memberikan keterangan ke media bahwa pihaknya saat ini tengah berupaya untuk bisa memaksimalkan ketersediaan dan penggunaan peralatan yang dimiliki. Dengan demikian, pihaknya ber-harap nantinya produksi yang dihasilkan bisa lebih meningkat lagi.

Salah satu yang akan dilakukan dalam strategi ini adalah dengan mengoptimalkan program pemeliharaan dan juga perawatan alat-alat berat yang lebih efisien lagi dan juga me-manfaatkan strategi global sourcing.

Agar bisa mencapai efisiensi biaya modal yang telah ditetapkan pada tahun lalu, DEWA diketahui juga mulai membangun sebuah workshop dan juga pusat perbaikan alat-alat berat yang lokasinya berada di Balikpapan.

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Daily News Update Page 7 His party said that the workshop was

equipped with a number of facilities that could be used for the needs of rebuilding, repairing and reconditioning heavy equip-ment and its components.

DEWA also has plans to upgrade and deploy a number of its existing equipment to meet the increasing target demanded by its clients such as PT Kaltim Prima Coal (KPC), PT Cakrawala Langit Sejahtera (CLS) and also PT Arutmin Indonesia (AI). He also hopes that with this strategy, DEWA's current competitiveness can increase even more, especially in the field of mining services and be able to increase market share.

For information, in 2020, DEWA's manage-ment has implemanage-mented a number of efficiency strategies and reducing operating costs. What was done at that time was to utilize a more efficient heavy equipment maintenance program through global sourcing and increase production capacity by selecting a more appropriate fleet.

It was noted, in 2020, DEWA experienced an increase in production fleet capacity by 16 percent, and was also able to make maintenance cost efficiency 33 percent lower than the previous year. This strategy was ultimately able to increase the company's margin expansion by 2.1 percent.

Pihaknya mengatakan bahwa workshop tersebut dilengkapi sejumlah fasilitas yang bisa digunakan untuk kebutuhan rebuild, repair dan recondition alat-alat berat dan juga komponennya.

DEWA juga memiliki rencana untuk mem-perbarui dan juga mengerahkan sejumlah peralatan yang dimiliki guna memenuhi semakin tingginya target yang diminta oleh para kliennya seperti PT Kaltim Prima Coal (KPC), PT Cakrawala Langit Sejahtera (CLS) dan juga PT Arutmin Indonesia (AI). Pihaknya pun berharap dengan strategi itu daya saing yang dimiliki DEWA sekarang ini bisa lebih meningkat lagi, khususnya dalam bidang jasa pertambangan serta mampu meningkatkan pangsa pasar. Sebagai informasi pada tahun 2020 lalu, pihak manajemen DEWA telah menerap-kan sejumlah strategi efisiensi dan pengu-rangan biaya operasi. Yang dilakukan saat itu adalah dengan memanfaatkan program perawatan alat berat yang lebih efisien lewat global sourcing dan meningkatkan kapasitas produksi dengan menentukan armada yang lebih tepat.

Tercatat, pada tahun 2020 lalu, DEWA mengalami peningkatan kapasitas fleet produksi sebesar 16 persen, dan juga mampu melakukan efisiensi biaya peme-liharaan sebesar 33 persen lebih rendah daripada tahun sebelumnya. Strategi itu pada akhirnya mampu meningkatkan ekspansi margin perusahaan sebesar 2,1 persen.

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Last Year Loss, Kobexindo Turns

Profit

By: Ahmad Nabhani

T

HE ISSUER of heavy equipment

distributor, PT Kobexindo Tractors Tbk (KOBX) achieved a net profit of US$ 996,976 in the first quarter of 2021 or improved compared to the same period last year which still lost US$ 1,831 million. So that the basic earnings per share was recorded at US$ 0.0044, compared to the first quarter of 2020 which recorded a net loss per basic share of US$ 0.00081. The information was conveyed by the company in a financial report published in Jakarta yesterday.

Then revenue throughout the first quarter of 2021 rose 73.07% to US $ 22.558 million. In detail, sales of heavy equipment jumped 128.57% to US$ 16.19 million. On the sales side of spare parts grew 8.1 percent to US$ 3.333 million. Meanwhile, repair services rose 62.09 percent to US$ 1.668 million. However, the cost of revenue swelled 70 percent to US$ 17,564 million. So that gross profit jumped 107.27% to US$ 5.012 million.

Meanwhile, assets collected were worth US$ 108.32 million, down 4.4% compared to the end of 2020 which was recorded at US$ 113.54 million. This is due to the company's 6.5 percent decrease in liabilities to US$ 85.77 million. Further-more, net cash flow used for operating activities was recorded at US$ 214,191 or decreased by 95.58% compared to the end of the first quarter of 2020 which was recorded at US$ 5.176 million.

The company itself is optimistic that this year's performance will be more positive.

Dahulu Buntung, Kobexindo

Berbalik Untung

Oleh: Ahmad Nabhani

E

MITEN distributor alat berat, PT

Kobexindo Tractors Tbk (KOBX) meraih laba bersih sebesar US$ 996.976 di kuartal pertama 2021 atau membaik dibandingkan priode yang sama tahun lalu masih merugi US$ 1,831 juta. Sehingga laba per saham dasar tercatat senilai US$ 0,0044, di-bandingkan kuartal I 2020 yang tercatat rugi bersih per saham dasar senilai US$ 0,00081. Informasi tersebut disampaikan perseroan dalam laporan keuangan yang dipublikasi di Jakarta, kemarin.

Kemudian pendapatan sepanjang kuartal pertama 2021 naik 73,07% menjadi US$ 22,558 juta. Rincinya, penjualan alat berat melonjak 128,57% menjadi US$ 16,19 juta. Pada sisi penjualan suku cadang tumbuh 8,1% menjadi US$ 3,333 juta. Adapun jasa perbaikan naik 62,09% menjadi US$ 1,668 juta. Namun, beban pokok pendapatan membengkak 70% menjadi US$ 17,564 juta. Sehingga laba kotor melonjak 107,27% menjadi US$ 5,012 juta.

Sementara itu, aset terkumpulkan senilai US$ 108,32 juta atau turun 4,4% diban-dingkan akhir tahun 2020 yang tercatat sebesar US$ 113,54 juta. Hal itu karena menyusutnya kewajiban perseroan sebesar 6,5% menjadi US$ 85,77 juta. Selanjutnya arus kas bersih digunakan untuk aktivitas operasi tercatat sebesar US$ 214.191 atau menyusut 95,58% di-bandingkan akhir kuartal I 2020 yang tercatat sebesar US$ 5,176 juta.

Perseroan sendiri di tahun ini optimis kinerja akan lebih positif.

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Daily News Update Page 9 The President Director of Kobexindo

Tractors, Andry Budiman Limawan, as quoted by Kontan, said that this year his party will continue to strengthen and maximize various opportunities, both in the mining equipment sector and outside mining heavy equipment.

"We are optimistic that 2021 will be better. In particular, some of the main supporting factors at this time are positive coal price volatility and a more controlled pandemic," he said.

This is reflected in the improvement in coal prices in the fourth quarter of 2020. Although, Andry admits that the impact does not necessarily directly affect sales of heavy equipment, this condition is believed to be able to provide positive sentiment for the heavy equipment business sector. In addition, since the beginning of this year, KOBX has also made changes and consolidated its management to be more effective and efficient in anticipating existing market conditions. KOBX also focuses on cost strategies to maximize efficiency going forward.

Kobexindo currently has two sales segments, namely mining and non-mining heavy equipment. KOBX continues to strengthen the non-mining segment to strengthen its revenue composition so that it is less dependent on the mining sector. "The non-mining segment is represented by sales of material handling equipment and environmental solutions through our subsidiary, PT Kobexindo Equipment. In addition, in addition to providing heavy equipment repair services, Kobexindo also provides repair services and spare parts for European heavy duty trucks represen-ted by our subsidiary, PT Eurotruk Transindo," said Andry.

Direktur Utama Kobexindo Tractors, Andry Budiman Limawan seperti dikutip kontan mengatakan, tahun ini pihaknya akan terus memperkuat dan memaksimalkan berbagai peluang, baik di sektor alat pertambangan maupun di luar alat berat pertambangan.

“Kami optimistis 2021 ini akan lebih baik. Khususnya beberapa faktor utama yang menunjang saat ini yakni volatilitas harga batubara yang positif dan pandemi yang lebih terkendali," ujarnya.

Hal tersebut tercermin dari membaiknya harga batubara pada kuartal IV-2020. Meskipun, Andry mengakui dampaknya tidak serta merta langsung mempengaruhi penjualan alat berat, namun kondisi tersebut diyakni mampu memberikan sentimen positif bagi sektor usaha alat berat. Selain itu sejak awal tahun ini, KOBX juga telah melakukan perubahan dan konsolidasi kepengurusan agar lebih efektif dan efisien dalam mengantisipasi kondisi pasar yang ada. KOBX juga fokus pada strategi biaya untuk memaksimalkan efisiensi ke depannya.

Kobexindo saat ini memiliki dua segmen penjualan yakni alat berat pertambangan dan non pertambangan. KOBX terus memperkuat segmen non pertambangan untuk memperkuat komposisi pendapatan sehingga tidak terlalu tergantung pada sektor pertambangan.

"Segmen non tambang tersebut diwakili penjualan alat material handling equip-ment dan alat environequip-mental solutions melalui anak usaha kami, PT Kobexindo Equipment. Di samping itu, selain melayani jasa perbaikan alat berat, Kobexindo juga melayani jasa perbaikan dan suku cadang untuk truck heavy duty Eropa yang di-wakili oleh anak usaha kami, PT Eurotruk Transindo," ujar Andry.

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Daily News Update Page 10 Andry said, nominally, the zero sales

business line for mining heavy equipment is not as big as mining heavy equipment. However, he believes the sector's prospects are positive and will continue to grow.

Andry menyebut, secara nominal, lini bisnis penjualan nol alat berat pertam-bangan memang belum sebesar alat berat pertambangan. Namun, dia meyakini prospek sektor tersebut positif dan terus tumbuh.

This is the reason why coal-fired

power plants are still the

mainstay of Indonesia

C

OAL-based Steam Power Plants (PLTU)

are still Indonesia's mainstay in meeting energy needs. This is because coal is still the cheapest energy source in this country. This was conveyed by the general chairman of the Indonesian Private Electricity Producers Association (APLSI) Arthur Simatupang.

According to him, the price of electricity from New and Renewable Energy (EBT) currently cannot compete with the price of electricity from coal-based power plants. "We know that NRE is not as cheap as PLTU now, but in the future it will be there," he explained in an interview with CNBC Indonesia recently.

In addition, the PLTU can still be relied on to support the base load because it is stable, not limited to certain periods or conditions such as weather, nature, and others.

Meanwhile, according to him, EBT-based power plants still have a number of limitations, for example from wind (wind) and solar power, which depend on...

Ini Alasan PLTU Batu Bara

Masih Jadi Andalan RI

P

EMBANGKIT Listrik Tenaga Uap (PLTU)

berbasis batu bara hingga saat ini masih menjadi andalan RI dalam memenuhi kebutuhan energi. Pasalnya, batu bara sejauh ini masih menjadi sumber energi termurah di negara ini.

Hal tersebut disampaikan oleh Ketua umum Asosiasi Produsen Listrik Swasta Indonesia (APLSI) Arthur Simatupang. Menurutnya, harga listrik dari Energi Baru Terbarukan (EBT) saat ini belum bisa menyaingi harga listrik dari PLTU berbasis batu bara.

"Kita tahu EBT belum bisa semurah PLTU sekarang, tapi ke depan akan ke sana," paparnya dalam wawancara bersama CNBC Indonesia belum lama ini.

Selain itu, PLTU masih bisa diandalkan untuk menopang beban dasar karena bersifat stabil, tak terbatas periode atau kondisi tertentu seperti cuaca, alam, dan lainnya.

Sementara pembangkit listrik berbasis EBT menurutnya masih memiliki sejumlah keterbatasan, misalnya dari tenaga bayu (angin) dan tenaga surya, yang memiliki ketergantungan pada...

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Daily News Update Page 11 which depend on certain conditions and

the economies of scale still need to be improved, and not all points in Indonesia are ideal for building certain types of EBT plants.

"We also know that the Wind Power Plant (PLTB) when the wind is not strong, of course the output of the energy produced drops, as well as solar," he said.

Solar Power Plants (PLTS) need to be combined with batteries to produce electricity for longer because at night of course there is no absorption of sunlight. "With a decrease or increase in peak load, this drastic stability is important," he said. The Executive Director of the Indonesian Coal Mining Association (APBI) Hendra Sinadia said the same thing. According to him, the need for electricity in the future will continue to increase and of course it requires cheap energy, in this case the cheapest energy is coal.

"The industry will develop and of course it will need the cheapest energy and coal," he said.

In addition, the abundant supply of coal in the country and has not been used optimally for domestic purposes is also one of the reasons.

Based on data from the Directorate General of Electricity at the Ministry of Energy and Mineral Resources (ESDM), as of April 2021, the PLTU capacity has reached 34,668 Mega Watts (MW) or 48% of the total 72,889 MW of power plants in the country. The coal mix reached 63.52% of the total energy mix for national power plants.

yang memiliki ketergantungan pada kondisi tertentu dan secara skala keekonomian masih harus ditingkatkan, serta tak semua titik di Indonesia ideal untuk membangun pembangkit EBT jenis tertentu.

"Kita tahu juga Pembangkit Listrik Tenaga Bayu (PLTB) ketika angin sedang tidak kencang, tentunya output dari energi yang dihasilkan turun, begitu juga dengan surya," ujarnya.

Pembangkit Listrik Tenaga Surya (PLTS) perlu dikombinasikan dengan baterai untuk menghasilkan listrik lebih lama karena di malam hari tentu tidak ada serapan sinar matahari.

"Dengan penurunan atau peningkatan beban puncak, drastis kestabilan ini penting," tuturnya.

Hal senada disampaikan oleh Direktur Eksekutif Asosiasi Pertambangan Batu Bara Indonesia (APBI) Hendra Sinadia. Menurut-nya, kebutuhan listrik ke depan akan terus meningkat dan tentu membutuhkan energi murah, dalam hal ini energi yang paling murah adalah batu bara.

"Industri akan berkembang dan tentu butuhkan energi paling murah dan oleh batu bara," ucapnya.

Selain itu, pasokan batu bara yang melimpah di dalam negeri dan belum dimanfaatkan secara optimal untuk kepen-tingan dalam negeri juga menjadi salah satu alasannya.

Berdasarkan data Direktorat Jenderal Ketenagalistrikan Kementerian Energi dan Sumber Daya Mineral (ESDM), hingga April 2021, kapasitas PLTU mencapai sebesar 34.668 Mega Watt (MW) atau dengan porsi sebesar 48% dari total pembangkit listrik di tanah air 72.889 MW. Adapun bauran batu bara mencapai 63,52% dari total bauran energi untuk pembangkit listrik nasional.

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Daily News Update Page 12 Previously, Darmawan Prasodjo, Deputy

President Director of PLN, said that Indonesia's electricity production in 2060 is estimated to reach 1,800 Tera Watt hours (TWh), an increase from the current 300 TWh. This means that there is still a production shortage of around 1,500 TWh. Coupled with a capacity of 120 TWh from the 35 Giga Watt (GW) power plant project, later, an additional 1,380 TWh of production will still be needed until 2060. "So there is 1,380 TWh of space for the addition of EBT generating capacity. From 2020 onwards, the portion of PLTU capacity will be reduced," he said in a Hearing Meeting (RDP) with Commission VII DPR RI, Thursday (27/05/2021). (wia)

Sebelumnya, Darmawan Prasodjo, Wakil Direktur Utama PLN, mengatakan produksi listrik RI pada 2060 diperkirakan bisa mencapai 1.800 Tera Watt hours (TWh), melonjak dari saat ini baru sebesar 300 TWh. Artinya, masih ada kekurangan produksi sekitar 1.500 TWh.

Ditambah dengan kapasitas 120 TWh dari proyek pembangkit 35 Giga Watt (GW), maka nantinya masih diperlukan tambahan produksi 1.380 TWh hingga 2060 mendatang.

"Sehingga ada ruang 1.380 TWh untuk penambahan kapasitas pembangkit EBT. Mulai 2020 ke depan, porsi kapasitas PLTU diturunkan," ungkapnya dalam Rapat Dengar Pendapat (RDP) dengan Komisi VII DPR RI, Kamis (27/05/2021). (wia)

Target to Maintain Gold PROPER,

This is Adaro Energy's Social and

Environmental Innovation

Dudi Rahman

P

T ADARO Energy Tbk (ADRO), one of the

largest integrated energy companies in the country, is targeting to retain the Gold PROPER Predicate from the Ministry of Environment and Forestry (KLHK) in 2021 after receiving a similar predicate in 2020. The company relies on its social and environmental responsibility programs (TJSL) in the form of innovation in the sector.

Wiyana, Environmental Department Head of Adaro Energy, explained that innovation in the company's CSR is unavoidable in today's era. Therefore, Adaro uses innovation through technology as a way to promote business sustainability that can grow together with the environment.

Target Pertahankan PROPER

Emas, Ini Inovasi Sosial dan

Lingkungan Adaro Energy

Dudi Rahman

P

T ADARO Energy Tbk (ADRO), perusahaan

energi terintegrasi salah satu terbesar di Tanah Air, menargetkan dapat memper-tahankan Predikat PROPER Emas dari Kementerian Lingkungan Hidup dan Kehutanan (KLHK) pada 2021 setelah meraih Predikat serupa pada 2020. Perusahaan mengandalkan program tanggung jawab sosial dan lingkungan (TJSL) berupa inovasi di sektor tersebut.

Wiyana, Environmental Department Head Adaro Energy, menjelaskan inovasi dalam TJSL perusahaan tidak bisa dihindari di era saat ini. Karena itu, Adaro menjadikan inovasi melalui teknologi sebagai salah satu cara untuk bisa meggenjot keberlanjutan usaha yang dapat tumbuh bersama dengan lingkungan.

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Daily News Update Page 13 “Commitment and approach to the

community. We cannot avoid technology. Then there is the technological approach. Now technology is easier than the past," said Wiyana when he was one of the speakers at the DE Talk with the theme "Pursuing PROPER with Social and Environmental Innovation" which was held virtually, Tuesday (8/6).

Widaya mentioned the three focuses of Adaro's CSR, namely Mbah Asri or building a healthy and sustainable green village. "We make use of clean drinking water and business centers for freshwater fisheries," he said.

Adaro also implements Uncle Deco or the Mindset Changing Program with Ecodeurub. This innovation helps increase the productivity of rubber farmers. In addition, there is also the Acil Proker program or the Indonesian Love Action Against COVID-19 with the production of masks.

Mbah Asri's CSR program is in the form of building a healthy and sustainable green village. The targets of this program are 100% access to clean water for the community, increasing fresh water fishery business, and empowering housewives through waste banks.

"This program also targets an increase in reforestation in water sources and housing and 100% of the community utilizes the household yard," he said.

The innovation of this program is the use of clean water for Damiu and freshwater fishery centers. In addition, sorting waste generates rupiah during a pandemic and utilizes the home page for family food needs.

For Uncle Deco's program, the goal is to change the mind set with Ecodeurub. The target of this program is...

“Komitmen dan approach kepada masya-rakat. Kita tidak bisa menghindari teknologi. Lalu ada pendekatan teknologi. Sekarang teknologi lebih mudah dibandingkan masa lalu,” kata Wiyana saat menjadi salah satu narasumber pada DE Talk betema

“Mengejar PROPER dengan Inovasi Sosial dan Lingkungan” yang digelar secara virtual, Selasa (8/6).

Widaya menyebutkan tiga fokus CSR Adaro, yaitu Mbah Asri atau membangun kampung hijau sehat dan lestari.

“Kami lakukan pemanfaatan air bersih diminum dan usaha sentra perikanan air tawar,” katanya.

Adaro juga menerapkan Paman Deco atau Program Mengubah Mindset dengan Ecodeurub. Inovasi ini yang membantu meningkatkan produktifitas para petani karet. Selain itu, ada juga program Acil Proker atau Aksi Cinta Indonesia Lawan COVID-19 dengan produksi masker.

Program CSR Mbah Asri berupa mem-bangun kampung hijau sehat dan lestari. Target dari program ini adalah 100% akses air bersih masyarakat, peningktan usaha perkanan air tawar, dan pemberdayaan ibu rumah tangga melalui bank sampah.

“Program ini juga menargetkan peningkatan penghijauan di sumber air dan perumahan serta 100% masyarakat memanfaatkan halaman rumah tangga,” katanya.

Inovasi program ini adalah pemanfaatan air bersih untuk Damiu dan usaha sentra perikanan air tawar. Selain itu, memilah sampah menghasilkan rupiah saat pandemi dan pemanfaatan halaman rumah untuk kebutuhan pangan keluarga.

Untuk program Paman Deco, tujuannya adalah mengubah mind set dengan Ecodeurub. Target program ini adalah...

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Daily News Update Page 14 The target of this program is to change the

behavior of rubber farmers using TSP fertilizer and soaking rubber in rivers. Next are the institutions of curry farmers, access to direct rubber sales to factories, and increasing the income of rubber cooperatives.

The innovations of this program are the use of ecodeurub for thickening rubber, the use of rubber seed shells as raw material for ecodeurub (liquid smoke), the formation of the first rubber farmer cooperative in Balangan, and the application of pylorisis technology for ecodeurub production and collaboration with factories.

"For Acil Proker, the target is the formation of LPK and sewing training as well as the production of Balangan sasirangan fabrics to exist in the pandemic era," he said. With the formation of the LPK institution for sewing training by producing masks that use cloth waste by housewives in Balangan, South Kalimantan as well as training for marginalized people or those who have dropped out of school. "It also already has a patent," said Wiyana. (APS)

Target program ini adalah perubahan perilaku petani karet menggunakan pupuk TSP dan merendam karet di sungai. Berikutnya adalah kelembagaan petani kare, akses penjualan karet langsung ke pabrik, dan peningkatan pendapatan koperasi karet.

Inovasi program ini adalah penggunaan ecodeurub untuk pengentalan karet, peman-faatan cangkang biji karet untuk bahan baku ecodeurub (asap cair), terbentuknya koperasi petani karet pertama di Balangan, dan penerapan teknologi pilorisis untuk produksi ecodeurub serta kerja sama dengan pabrik. “Untuk Acil Proker, targetnya terbentuk-nya LPK dan pelatihan menjahit serta produksi kain sasirangan khas Balangan eksis di era pandemi,” katanya.

Dengan terbentuknya lembaga LPK pelatihan menjahit dengan memproduksi masker yang memanfaatkan limbah kain oleh ibu rumah tangga di Balangan, Kalimantan Selatan serta pelatihan bagi kaum marginal atau yang putus sekolah. “Itu juga sudah memiliki hak paten,” ujar Wiyana. (APS)

Electronic Application of e-PNBP

Boost Minerba Receipts

T

HE USE of the Electronic Non-Tax State

Revenue (e-PNBP) application increases revenues from the mineral and coal sector. This is reflected in the realization of Non-Tax State Revenue (PNBP) which has reached Rp22.34 trillion until May 2021. "The use of e-PNBP that we use is very helpful and creates better governance," said Director General of Mineral and Coal Ridwan Djamaluddin at the RDP with Commission VII DPR in Jakarta, Monday (7/6).

Aplikasi Elektronik e-PNBP

Dongkrak Penerimaan Minerba

P

ENGGUNAN aplikasi Elektronik Penerimaan

Negara Bukan Pajak (e-PNBP) meningkatkan penerimaan sektor mineral dan batubara. Hal ini tercermin dalam realisasi Penerimaaan Negara Bukan Pajak (PNBP) yang telah men-capai Rp22,34 triliun hingga bulan Mei 2021. "Penggunaan e-PNBP yang kami gunakan sangat membantu dan membuat tata kelola yang lebih baik," kata Direktur Jenderal Mineral dan Batu-bara Ridwan Djamaluddin pada RDP dengan Komisi VII DPR di Jakarta, Senin (7/6).

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Daily News Update Page 15 Ridwan explained that this realization has

reached 54.5% of the mineral and coal PNBP target set in 2021 of IDR 39.1 trillion.

Ridwan further explained that previously, the Covid-19 pandemic throughout 2020 had caused the price of mineral and coal commodities to plummet. Minerba PNBP also decreased to Rp 34.6 trillion in 2020 from the previous Rp 45.49 trillion.

He hopes that with the e-PNBP, state revenues can be calculated automatically based on volume and quality. After the finalization process, the company can carry out sales activities.

e-PNBP Minerba itself has 3 main functions, namely: calculating, verifying, and paying PNBP for minerals and coal so that mining companies can calculate and pay PNBP for mineral and coal online faster and more precisely in accordance with regulations.

For information, the e-PNBP Minerba application is a web-based online application that is able to produce an accurate calculation of company liabilities along with an application for payment and settlement of Minerba PNBP which was launched in 2018. This service is an integration of the SIMPONI service at the Ministry of Finance where e-PNBP payment can be paid through this application.

In detail, this application can calculate fixed fees, royalties, area, production amount, mining commodity prices, to indicate sales objectives.

Ridwan menjelaskan, capaian realisasi ini sudah mencapai 54,5% dari dari target PNBP minerba yang ditetapkan tahun 2021 sebesar Rp39,1 triliun.

Ridwan lebih lanjut memaparkan, sebelumnya, pandemi Covid-19 sepanjang tahun 2020 telah mengakibatkan harga komoditas minerba anjlok. PNBP minerba pun mengalami penurunan menjadi Rp 34,6 triliun di tahun 2020 dari sebelumnya bisa mencapai Rp45,49 triliun.

Ia berharap dengan adanya e-PNBP maka penerimaan negara dapat dihitung otomatis berdasarkan volume beserta kualitasnya. Setelah proses finalisasi, perusahaan dapat melakukan aktivitas penjualan.

e-PNBP Minerba sendiri memiliki 3 fungsi utama yaitu: menghitung, memverifikasi, dan membayar PNBP mineral dan batu-bara sehingga perusahaan pertambangan dapat melakukan perhitungan dan pem-bayaran PNBP minerba secara online lebih cepat dan lebih tepat sesuai dengan regulasi.

Sebagai informasi, aplikasi e-PNBP Minerba adalah aplikasi online berbasis web yang mampu menghasilkan perhi-tungan kewajiban perusahaan yang akurat beserta aplikasi untuk pembayaran dan pelunasan PNBP Minerba yang di-luncurkan pada tahun 2018. Layanan ini merupakan sebuah integrasi dari layanan SIMPONI pada Kementerian Keuangan yang dimana pembayaran e-PNBP dapat dibayarkan melalui aplikasi ini.

Secara rinci, aplikasi ini dapat menghitung iuran tetap, royalti, luas wilayah, jumlah produksi, harga komoditas tambang, hingga menunjukkan tujuan penjualan.

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India Starts Easing Lockdown,

Coal Prices Continue To Rise

Tirta, CNBC Indonesia

T

HE PRICE of ICE Newcastle thermal coal

continues to rise again. It's been almost 3 weeks since the coal price has remained strong at US$ 100/ton. The market is still filled with demand recovery sentiment amid supply chain disruptions.

The price of the Newcastle ICE thermal coal futures contract closed up 1% in yesterday's trading. Now the contract price of the stone, which is actively traded, is at US$ 116.75/ton.

China is still struggling to overcome the problem of tight coal supply in its country after informally boycotting coal imports from Australia. As a result, Chinese coal suppliers other than Australia flocked to increase their coal prices.

On the other hand, demand in Japan and South Korea also began to increase. In South Korea there was an unplanned blackout at its nuclear reactor at Shin Kori. This makes the demand for electricity from thermal coal plants increase.

Japan's coal-fired power plant restrictions are also gradually being relaxed. This further supports the increase in world coal prices considering that Asia is the main destination for coal exports.

India, which had experienced a surge in Covid-19 cases, is now slowly easing its lockdown, especially in the capital New Delhi, in line with the downward trend in the number of infection cases. The govern-ment continues to try to boost business activities so that the economy does not get worse.

India Mulai Longgarkan Lockdown,

Harga Batu Bara Lanjut Naik

Tirta, CNBC Indonesia

H

ARGA batu bara termal ICE Newcastle

lanjut naik lagi. Sudah hampir 3 minggu harga batu bara tetap kuat berada di US$ 100/ton. Pasar masih diliputi sentimen pemulihan permintaan di tengah adanya disrupsi rantai pasok.

Harga kontrak futures (berjangka) batu bara termal ICE Newcastle ditutup naik 1% pada perdagangan kemarin. Kini harga kontrak si batu legam yang aktif diperjualbelikan itu berada di US$ 116,75/ton.

China masih kesulitan untuk mengatasi masalah ketatnya pasokan batu bara di negaranya setelah secara informal memboikot impor batu bara dari Australia. Akibatnya pemasok batu bara China selain Australia berbondong-bondong menaikkan harga batu baranya.

Di sisi lain permintaan di Jepang dan Korea Selatan juga mulai meningkat. Di Korea Selatan ada pemadaman yang tidak direncanakan pada reaktor nuklirnya di Shin Kori. Hal tersebut membuat permintaan listrik dari pembangkit batu bara termal meningkat. Pembatasan pembangkit listrik tenaga batu bara Jepang juga secara bertahap dilonggar-kan. Hal ini semakin mendukung kenaikan harga batu bara dunia mengingat Asia adalah destinasi utama ekspor batu bara.

India yang sempat mengalami lonjakan kasus Covid-19 kini perlahan mulai melonggarkan lockdown terutama di ibu kota New Delhi seiring dengan tren pertambahan kasus infeksi yang menurun. Pemerintah terus ber-upaya menggenjot aktivitas bisnis agar perekonomian tidak semakin terpuruk.

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Daily News Update Page 17 Rail disruptions in Colombia and Russia

and rail maintenance in South Africa have hampered the distribution of coal, especially for high-calorie ones. Moreover, loading and unloading activities at the Port of Newcastle are also lower than last year. Rising LNG prices also support demand for seaborne coal, as this fuel will become increasingly competitive for power generation. It is this combination of factors that makes the price of coal continue to increase even though western countries continue to try to abandon this fossil fuel. CNBC INDONESIA RESEARCH TEAM (twg/twg)

Gangguan rel di Kolombia dan Rusia dan pemeliharaan rel di Afrika Selatan membuat distribusi batu bara terutama untuk yang berkalori tinggi sedikit terhambat. Apalagi aktivitas bongkar muat di Pelabuhan Newcastle juga lebih rendah dari tahun lalu. Naiknya harga LNG juga mendukung permintaan batu bara lintas laut, karena bahan bakar ini akan semakin kompetitif untuk pembangkit listrik. Kombinasi faktor inilah yang membuat harga batu bara terus mengalami kenaikan meski negara-negara barat terus berupaya untuk meninggalkan bahan bakar fosil yang satu ini. TIM RISET CNBC INDONESIA (twg/twg)

Copper rises on supply disruption fears in Peru, Chile

C

OPPER prices advanced on Wednesday, supported by worries about potential disruptions

in supply in Peru and Chile, the world's top two producers of the metal.

Three-month copper on the London Metal Exchange rose 0.3% to $9,995.50 a tonne by 0143 GMT, while the most-traded July copper contract on the Shanghai Futures Exchange was up 0.8% to 71,930 yuan ($11,246.27) a tonne.

Early results in Peru's presidential elections showed Socialist Pedro Castillo was narrowly in the lead on Tuesday. He had pledged to take up to 70% of profits from firms mining in the country's copper-rich Andes. Meanwhile, a royalty bill proposed in Chile to tax copper sales and labour talks at miner BHP's mining operation in the country could hinder supply.

LME nickel advanced 1% to $18,115 a tonne, aluminium fell 0.3% to $2,445.50 a tonne while ShFE nickel climbed 1.9% to 133,070 yuan a tonne, ShFE lead rose 1.7% to 15,265 yuan a tonne and ShFE tin jumped 2.3% to 208,920 yuan a tonne. (Reporting by Mai Nguyen; Editing by Rashmi Aich)

MICROMINE expands software suite with Precision

Henry Ballard

M

ICROMINE has acquired Precision Mining for its mine scheduling software, Spry, allowing

the Australian companies to join forces in offering the world an end-to-end mining software solution.

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Daily News Update Page 18 In its 35th_{year, MICROMINE has expanded its reach to 2000 sites in 90 countries, and the}

addition of Precision Mining and Spry will look to cover the mining cycle from exploration to production.

MICROMINE chief executive officer Andrew Birch said Spry would complement the company’s existing offering.

“Precision Mining really stood out, not just for the quality of its software but also for the team’s experience and reputation as consultants in mine scheduling and haulage,” he said. “We are now expanding our reach and depth of expertise in a market we know well. This is a very synergistic addition to our business and an important part of our growth strategy.” After a global search for the perfect partner, finding the company in Australia was a welcome convenience for MICROMINE.

“We looked worldwide for a company that was best in class and had the potential to scale globally. Finding an Australian company like Precision that is building innovative technology solutions suitable for the global mining market made the acquisition really attractive,” Birch said.

Precision Mining founder Glen Barnes said the deal was well-timed, as the company was poised to move its product globally.

“Joining MICROMINE will give us the experience, resources and global distribution network that are critical and together we will grow the business,” Barnes said.

“The company has been growing quickly since 2007, and we reached the point where we need the expertise and support of a global business like MICROMINE to take it to the next level.”

MICROMINE’s software suite now includes products such as Geobank, Pitram, Spry and its flagship Micromine.

Metso Outotec enhances fine grinding offering with stirred milling

portfolio

Posted by Daniel Gleeson

M

ETSO Outotec’s stirred milling innovations have been bolstered by the introduction of a

“comprehensive” portfolio featuring three solutions – Vertimill®, Stirred Media Detritor (pictured) and HIGmill™.

Ideal for grinding finer products, stirred mills are known for their energy efficiency and compact design, reducing floor space requirements and installation complexity. These mills are based on gravity-induced and fluidised technologies, allowing for the optimum equipment solution for all comminution circuits covering secondary, tertiary, fine, ultrafine, regrind and lime slaking applications.

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Daily News Update Page 19 “Stirred milling is an important growth area and integral to our customer’s efforts for sustainable and cost-efficient comminution,” Christoph Hoetzel, Head of Grinding business line at Metso Outotec, said. “With our combined portfolio and our unrivalled experience in this field, Metso Outotec is in the unique position to offer the most suitable solution for any specific application. We are doing this with a holistic view towards efficiency, sustainability, availability and total cost of ownership.”

Metso Outotec stirred mills are suitable for a large range of product sizes. The standardised range includes chamber units of up to 50,000 litres and the world’s largest industry units with up to 6,500 kW of installed power.

All of the company’s stirred mills are part of Metso Outotec’s Planet Positive product portfolio, thanks to the sustainability benefits they deliver.

Vertimill is globally recognised as a market-leading energy-efficient grinding mill.

“Through a low total cost of ownership due to its simple and robust design, it brings substantial improvement to the profitability of concentrators,” the company says.

HIGmill is an advanced, energy-efficient fine and ultra-fine grinding solution that relies on proven technology. With the tall, narrow, vertical body arrangement, grinding media is evenly distributed and mineral particles remain in constant contact, significantly increasing grinding efficiency, the company says. It takes advantage of gravitational forces and GrindForce™ rotor technology to produce a finer grind for mineral liberation.

Stirred Media Detritor (SMD) is a fluidised, vertical stirred mill designed for optimum grinding efficiency for fine and ultrafine grinding products. SMDs have the capacity to operate continuously at full load power draw with no steel contamination of the product, according to the company. They are suitable for both open- and closed-circuit operation.

Miners should target smaller deposits for clean energy era, says PwC

Reuters

T

HE WORLD’s biggest miners should consider developing smaller deposits to make the most

of the commodities expected to be in demand during the transition to cleaner energy production, a report on Wednesday said.

Large mining companies have tended to seek the biggest, low-cost, long-life deposits, such as top global miner BHP Group’s iron ore operations in Western Australia that have already been running for more than half a century.

But the global energy transition has opened up opportunities as power grids decarbonise and as demand grows for battery raw materials like nickel, cobalt, lithium as well as copper from electric vehicles, accountancy firm PwC said in a report.

“The way battery minerals present themselves geologically doesn’t necessarily lend themselves to a multi-decade horizon,” PwC Australia Global Mining leader Paul Bendall said.

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Daily News Update Page 20 “That might mean the top miners need to recalibrate their investment criteria,” he told Reuters in an interview.

Battery minerals represented less than 3% of the top 40 miners’ total revenue in 2020, the PWC report showed, but there are ample opportunities for that to share to increase, including through buyouts.

Miners have developed significant warchests as governments around the world invested heavily in infrastructure to overcome the disruption caused by covid-19, sending prices sky high.

As well as investing in renewable power generation alongside their mines, some firms may move into processing, Bendall said.

Last week, Tesla’s chair told an Australian mining conference that environmental, social governance (ESG) would be a major consideration in how new energy supply chains develop. Tesla plans to spend $1 billion a year on Australian minerals thanks to its reliable mining industry and responsible production practices.

However, mining companies need to take the safety mindset they have spent the last few years instilling into their work culture and apply that to integrating ESG, the PwC report said. According to MSCI ratings, only four of the Top 40 are considered leaders in managing the most significant ESG risks and opportunities, PwC noted. (By Melanie Burton; Editing by Alexander Smith)

China Considers Imposing Price Controls on Surging Coal Market

C

HINA is considering imposing a cap on the price of thermal coal as it struggles to contain

stubbornly high energy costs ahead of peak demand over the summer.

One idea under discussion is to cap the price at which miners sell coal, according to people familiar with the plan, who declined to be named because the matter isn’t public. Yulin, a major production base in northwestern Shaanxi province, is already testing a price cap, one of the people said.

Another idea is to enforce a limit of 900 ($141) or 930 yuan a ton on the benchmark price at the port of Qinhuangdao, which would influence other markets nationwide, the people said. Under this scenario, power plants would be advised by the authorities that they can’t buy coal above that level. The second plan is currently being tested at the port by some state-owned generators, one of the people said.

No final decision has been made on whether to adopt price controls and the plans are subject to change, the people said. A fax to the National Development and Reform Commission, China’s top planning agency, didn’t get a response.

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Daily News Update Page 21 The Qinhuangdao price hit a record 962 yuan on May 19. It has since moderated to 865 yuan a ton -- still well above the historical average of 547 yuan -- after China ratcheted up its campaign to tame soaring commodities prices before rising costs fuel inflation and harm its economy.

The coal market has soared this year on a combination of factors, including a strong economic recovery from the pandemic, curbs on domestic production after a spate of fatal accidents, and import controls.

China has unsuccessfully tried price controls on coal before, according to local media. In December, the NDRC asked power companies to cap their buying price at 640 yuan a ton after the cost of the fuel surged, Futures Daily reported.

The risk now is that consumption continues to outstrip supply, just as cooling demand peaks over the summer and regulators threaten to shutter more mines to prevent accidents as the nation prepares to celebrate the 100th anniversary of the founding of the Communist Party next month.

In recent years, China has tried to keep prices in a so-called green zone of 500 to 570 yuan a ton, with intervention of some kind all but assured if prices breach 600 yuan. But the market has run so far ahead of these levels that a firmer, albeit higher, cap may now be deemed necessary.

China produces and consumes mostly its own coal and the supply chain is dominated by state-owned firms. But the precedent of imposing price controls could still rattle other commodities markets that rely on imports and the private sector, given Beijing’s broader scrutiny of this year’s record-setting rallies in goods from copper to iron ore and corn.

Also fresh in regulators’ minds is the power crisis of last winter, when unusually strong industrial production and freezing weather created shortages of coal and gas, throwing energy markets into chaos.

Anglo American flags restarts of Australian metallurgical coal mines

By Reuters Staff

A

NGLO American said on Thursday that it has restarted underground mining at its

Moranbah North coal mine in northern Queensland state after it withdrew its workforce from the mine following a reading of elevated gases on Feb. 20.

Mining development activities at its Grosvenor mine, in central Queensland’s Bowen Basin, have also resumed this week, as part of the mine’s staged restart of underground mining operations following an explosion in May 2020 that critically injured five workers, it said in a statement.

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Daily News Update Page 22 “I would like to thank our workforces at Moranbah North and Grosvenor mines for their patience and dedication in actioning a range of measures to ensure a safe return to mining activities,” Chief Executive of Anglo American’s Metallurgical Coal business, Tyler Mitchelson, said.

He said that Anglo would continue with its plans to improve safety via automation and instituting remote working operations.

The two mines accounted for almost half of Anglo American’s met coal, or steel-making coal, production in 2019. Grosvenor produced 4.7 million tonnes in 2019. Moranbah North produced 4.43 million tonnes of met coal in 2020, down from 6.15 million tonnes in 2019. Reporting by Melanie Burton; Editing by Tom Hogue and Muralikumar Anantharaman

Global refined copper demand to rise 31% by 2030 - report

By Vladimir Basov

A

CCORDING to the Australian Government's Department of Industry, Science, Energy and

Resources (DISER), copper consumption is expected to continue recovering and increasing, driven by improving economic growth and copper’s essential role in electrification.

DISER said that after increasing by an estimated 2% in 2020, refined copper consumption is forecast to increase by 5% in 2021, to reach 25 million tonnes. This consumption growth is expected to come from strong industrial and construction activity in China, as well as increased economic activity in India, the US and Italy.

China consumes half of the world’s copper and is the dominant driver of copper market tightness. China’s copper consumption is forecast to grow an average 3% a year to reach 15 million tonnes in 2022, the report indicated.

DISER said that the world copper consumption is projected to grow steadily at an average 2.5% a year over the outlook period, to reach 28 million tonnes in 2026 and 31.1 million tonnes in 2030. Overall, between 2020 and 2030, global demand for refined copper is expected to rise by 31%.

According to the report, growing incomes, increased access to electricity and rapidly advancing technology have driven large increases in world copper demand over the last 100 years. In fact, world copper consumption has, on average, doubled about every 25 to 30 years. And this pattern is set to accelerate with copper-intensive goods and infrastructure set to play an increasing role in the global economy.

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EIA coal production forecast up 11.3% on year to 600 million st: STEO

Author: Olivia Kalb, Editor: Bill Montgomery

T

HE US Energy Information Administration forecast coal production of about 600 million st

in 2021, up 11.3% from the estimated 2020 output of 539 million st, the agency's Short-Term Energy Outlook report said June 8.

The monthly estimate jumped from an annual projection of 582 million st in May.

For 2022, the EIA projected output of about 605 million st, flat from the previous month's estimate.

Coal exports for 2021 were projected to total 80.6 million st, up 16.6% from the previous year's exports. Export expectations hit a three-month high.

Exports in 2022 were projected to be 92.2 million st, the highest estimate since January. Power sector consumption was forecast to total 508 million st in 2021, up 16.4% from 2020 consumption. From May's estimate, it declined 2.1%. In 2022, consumption was forecast at 499 million st, down from 510 million st in the May report.

Total US consumption was forecast to be about 550 million st in 2021, up 15.2% from 2020. The EIA 2022 forecast was about 542 million st. Both projections declined about 10 million st from May's estimate.

Compared with the US coal-powered estimated generation share of 19.9% in 2020, the June EIA report projected the coal generation share at 23% in 2021 and 22% in 2022. The forecasts represented a decline of one percentage point from the previous report.

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Daily News Update Page 24 Natural gas generation share for 2021 was projected to be 36%, down from 39.2% in 2020. In 2022, gas generation was projected at 35%.

The EIA forecast gas production at 92.2 Bcf/d for 2021 in June, up from 2020 estimated production of about 91.4 Bcf/d. The 2022 projection was 98.4 Bcf/d. Power sector consumption for 2021 was forecast to be 29.4 Bcf/d, down 7.4% from 2020 consumption, and 29.3 Bcf/d in 2022.

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