• Tidak ada hasil yang ditemukan

TABLE OF CONTENTS. No. Title Media Source Page

N/A
N/A
Protected

Academic year: 2021

Membagikan "TABLE OF CONTENTS. No. Title Media Source Page"

Copied!
30
0
0

Teks penuh

(1)

Daily News Update Page 1

TABLE OF CONTENTS

No. Title Media Source Page

1. 2. 3. 4. 5. 6. 7. 8. 9. 10.

Antam's Production and Sales Volumes Increase During the First Half of 2021

Volume Produksi dan Penjualan Antam Meningkat Sepanjang Semester I 2021

Changes in mineral and coal governance will have a positive impact on business actors

Perubahan tata kelola minerba bakal berdampak positif bagi pelaku usaha

Petrosea (PTRO) Recorded Increase in Revenue and Profit in Semester I/2021

Petrosea (PTRO) Catat Kenaikan Pendapatan dan Laba pada Semester I/2021

INCO Record Revenue of US$ 414.94 Million INCO Catat Pendapatan US$ 414,94 Juta

United Tractors (UNTR) mining and contractor segment has positive growth

Segmen pertambangan dan kontraktor United Tractors (UNTR) tumbuh positif

Indo Tambang Explores Metal Mining Indo Tambang Jajaki Tambang Metal

Agincourt Record Revenue of Rp 4.3 Trillion Supported by Rising Gold Prices

Agincourt Catatkan Pendapatan Rp4,3 Triliun Ditopang Kenaikan Harga Emas

Darma Henwa (DEWA) Appoints Rio Supin as President Director, Here's His Profile

Darma Henwa (DEWA) Tunjuk Rio Supin Jadi Presiden Direktur, Ini Profilnya

Pamapersada Nusantara Earns Revenue of Rp 15.4 Trillion Pamapersada Nusantara Raih Pendapatan Rp15,4 Triliun Coal Prices Rise Again, Ready to Break the Highest Record! Harga Batu Bara Naik Lagi, Siap Tembus Rekor Tertinggi!

Dunia Energi Kontan Bisnis Neraca Kontan Investor Daily Dunia Energi Bisnis Dunia Energi CNBC Indonesia 3 5 7 9 11 13 15 16 18 19

(2)

Daily News Update Page 2 11. 12. 13. 14. 15. 16.

Optimizing the Benefits of Demographic Bonuses, AMMAN Supports the Preparedness of a Quality Young Workforce Optimalkan Manfaat Bonus Demografi, AMMAN Dukung Kesiapan Tenaga Kerja Muda Berkualitas

Goldman recapitulates $5 a pound copper price by end of 2021

Glencore lowers full-year coal, nickel output guidance Gold Fields expects up to 156% earnings bump in H1 2021 The number of producing U.S. coal mines fell in 2020 Coal Demand Is Spiking In 2021

Dunia Tambang Mining.com Mining Weekly Kitco News EIA Oil Price 20 23 25 26 26 28

(3)

Daily News Update Page 3

Antam's Production and Sales

Volumes Increase During the

First Half of 2021

Yurika

P

T ANEKA Tambang Tbk (ANTM), a metal

mineral mining company subsidiary of MIND ID, recorded an increase in production and sales performance for a number of mining products during the first semester of 2021. Yulan Kustiyan, Corporate Secretary of Aneka Tambang (Antam), said the company managed to maintain performance throughout January -June 2021 in accordance with the company's work plan.

"Antam's operating and production performance in the first semester of 2021 reflects Antam's commitment to maintain-ing the continuity of the company's production, sales and development operations amidst the Covid-19 pandemic condition through the implementation of appropriate and consistent health protocols," said Yulan as quoted from information disclosure on the company's website, Friday (30/7).

Based on the report, Antam recorded a ferronickel production volume in January-June 2021 of 12,679 tons of nickel in ferronickel (TNi) with sales reaching 12,068 TNi. In the first semester of 2021, Antam's gold production volume from the Pongkor mines in Bogor, West Java and Cibaliung in Pandenglang, Banten amounted to 719 kg (23,116t.oz). Meanwhile, its gold sales volume grew 69 percent to 13,341 kg (428,923 t.oz) compared to 7,915 kg (254,473 t.oz) in the first half of last year. This year, Antam is focusing on developing its precious metal customer base in the domestic market. This is in line with...

Volume Produksi dan Penjualan

Antam Meningkat Sepanjang

Semester I 2021

Yurika

P

T ANEKA Tambang Tbk (ANTM),

per-usahaan pertambangan mineral logam anak usaha MIND ID, mencatatkan peningkatan kinerja produksi dan penjualan atas sejumlah produk pertambangan sepanjang semester I 2021. Yulan Kustiyan, Sekretaris Perusahaan Aneka Tambang (Antam), mengatakan perseroan berhasil menjaga kinerja sepanjang Januari-Juni 2021 sesuai dengan rencana kerja perseroan.

“Kinerja operasi dan produksi Antam pada semester I 2021 mencerminkan komitmen Antam menjaga kesinambungan operasi produksi, penjualan dan pengembangan perusahaan di tengah kondisi pandemi Covid-19 melalui penerapan protokol kesehatan yang tepat dan kosisten,” ujar Yulan seperti dikutip dari keterbukaan informasi di laman perusahaan, Jumat (30/7).

Berdasarkan laporan tersebut, Antam mem-bukukan volume produksi feronikel pada Januari-Juni 2021 sebanyak 12.679 ton nikel dalam feronikel (TNi) dengan tingkat pen-jualan mencapai 12.068 TNi. Pada periode semester I 2021, volume produksi emas Antam dari tambang Pongkor di Bogor, Jawa Bart dan Cibaliung di Pandenglang, Banten sebesar 719 kg (23.116t.oz). Sedangkan volume penjualan emasnya tumbuh 69 persen menjadi 13.341 kg (428.923 t.oz) di-bandingkan dengan 7.915 kg (254.473 t.oz) semester pertama tahun lalu.

Tahun ini, Antam fokus dalam pengem-bangan basis pelanggan logam mulia di pasar dalam negeri. Hal tersebut seiring dengan...

(4)

Daily News Update Page 4 This is in line with increasing public

awareness in investing in gold as well as growing demand for gold in the domestic market.

"Antam continues to innovate the sale of Precious Metal gold products by prioritizing the mechanism of online gold sales and buyback transactions. Through a network of Precious Metal Gold Boutiques spread across 11 cities in Indonesia and exhibition activities in several locations, we carry out operations and sales activities with strict and consistent implementation of health protocols," said Yulan.

In line with Antam's strategy to expand the domestic gold market segment, the company and its subsidiaries, namely PT Abuki Jaya Stainless Indonesia and PT Hartadinata Abadi Tbk synergized to launch two innovative gold products, namely EmasKITA and Kencana EmasKITA (Small Gold Trusted and Safe Investment) micro precious metal in fractions of 0.1 gram and 0.25 gram. Meanwhile, the production of Kencana (Trusted and Meaningful Beauty) is a collection of gold jewelry. "GoldenKita and Kencana products have a gold purity level of 99.99%," he said.

Nickel Ore

Meanwhile, Antam's nickel ore production was 5.34 million wet metric tons (wmt), up 287% year on year. Production is used as raw material for Antam's ferronickel plant and sales to domestic customers.

Nickel ore sales reached 3.66 million wmt, an increase of 21 times compared to sales in the first half of 2020 of 168,000 wmt. Bauxite production volume was recorded at 1.09 million wmt, an increase of 36 percent from the same period last year. Production is aimed at meeting the needs of alumina plant raw materials and sales to third party customers.

Hal tersebut seiring dengan meningkatkan kesadaran masyarakat dalam berinvestasi emas serta pertumbuhan permintaan emas di pasar domestik.

“Antam terus melakukan inovasi penjualan produk emas Logam Mulia dengan menge-depankan mekanisme transaksi penjualan danbuyback emas secara online. Melalui jaringan Butik Emas Logam Mulia yang tersebar di 11 kota di Indonesia dan kegiatan pameran di beberapa lokasi, kami menjaankan kegiatan operasi dan penjualan dengan penerapan protokol kesehatan yang ketat dan konsisten,” ujar Yulan.

Sejalan dengan strategi Antam untuk mem-perluas segmen pasar emas di dalam negeri, perusahaan bersama entitas anak, yaitu PT Abuki Jaya Stainless Indonesia dan PT Hartadinata Abadi Tbk bersinergi meluncur-kan dua produk emas inovatif, yaitu EmasKITA dan Kencana EmasKITA (Emas Kecil Investasi Terpercaya dan Aman) merupakan produk logam mulia mikro dengan pecahahan 0.1 gram dan 0,25 gram. Sedangkan produki Kencana (Keindahan Terpercaya dan Bermakna) merupakan koleksi perhiasan emas. “Produk EmasKIta dan Kencana memilii kadar kemurnian emas 99,99%,” ujarnya.

Bijih Nikel

Sementara itu, produksi bijih nikel Antam sebesar 5,34 juta wet metric ton (wmt), naik 287% year on year. Produksi digunakan sebagai bahan baku pabrik feronikel Antam dan penjualan kepada pelanggan domestik. Untuk penjualan bijih nikel mencapai 3,66 juta wmt meningkat 21 kali dibandingkan dengan capai penjualan semester I 2020 sebesar 168.000 wmt. Volume produksi bauksit tercatat sebesar 1,09 juta wmt me-ningkat 36 persen dari periode yang sama tahun lalu. Produksi ditujukan memenuhi kebutuhan bahan baku pabrik alumina dan penjualan kepada pelanggan pihak ketiga.

(5)

Daily News Update Page 5 Bauxite sales in the January-June 2021

period were recorded at 587,000 wmt, up 4% compared to the first semester of 2020.

(RA)

Untuk penjualan bauksit pada periode Januari-Juni 2021 tercatat 587.000 wmt, naik 4% dibandingkan dengan semester I 2020. (RA)

Changes in mineral and coal

governance will have a positive

impact on business actors

Reporter: Filemon Agung | Editor: Handoyo

T

HE MOVE by the Ministry of Energy and

Mineral Resources (ESDM) to improve the governance of the mineral and coal sector (minerba) is considered to have a positive impact on related business actors.

As is known, the Director General of Mineral and Coal of the Ministry of ESDM, Ridwan Djamaluddin, said that so far his party has received reports on the origin of goods that are not clear.

"One thing we want to change is that certificates of origin of goods are no longer made unilaterally by business entities, but must be made by surveyors and known to the government," Ridwan said at the Ditjen Minerba Socialization event which was held virtual, recently.

In the explanation of the Directorate General of Mineral and Coal, there will be a number of changes in the new Draft Kepdirjen, including increasing the role of surveyors to additional obligations for business actors. PT Superintending Company of Indonesia (Persero) alias Sucofindo also assessed that this step has the potential to have a positive impact on the company's performance.

Perubahan tata kelola minerba

bakal berdampak positif bagi

pelaku usaha

Reporter: Filemon Agung | Editor: Handoyo

L

ANGKAH Kementerian Energi dan

Sumber Daya Mineral (ESDM) memper-baiki tata kelola sektor mineral dan batu-bara (minerba) dinilai bakal berdampak positif pada pelaku usaha terkait.

Seperti diketahui, Direktur Jenderal Mineral dan Batubara Kementerian ESDM Ridwan Djamaluddin mengungkapkan selama ini pihaknya mendapatkan laporan asal usul barang yang tidak jelas.

"Salah satu yang ingin kita ubah adalah bahwa surat keterangan asal barang tidak lagi dibuat sepihak oleh badan usaha, tapi harus oleh surveyor dan diketahui pemerintah," ujar Ridwan dalam acara Sosialisasi Ditjen Minerba yang digelar virtual, baru-baru ini.

Dalam penjelasan Ditjen Minerba, akan ada sejumlah perubahan dalam Rancangan Kepdirjen yang baru antara lain pening-katan peran surveyor hingga kewajiban tambahan bagi pelaku usaha. PT Superintending Company of Indonesia (Persero) alias Sucofindo pun menilai langkah ini berpotensi memberi dampak positif pada kinerja perusahaan.

(6)

Daily News Update Page 6 "If the Ministry of ESDM plans to

strengthen the role of surveyors in order to increase mining fees, it is very possible that it will be positive for the development of inspection and testing services," Sucofindo Director of Finance and Risk Management Budi Hartanto told Kontan, Sunday (1/8).

Budi continued, the average revenue contribution from the mining sector reached Rp 350 billion per year. This revenue includes commodity inspection and testing services. In particular, for this year, Sucofindo targets revenues from the mineral and coal sector to reach Rp 600 billion.

Meanwhile, referring to Kontan's records, Sucofindo posted revenue of Rp 1.14 trillion in the first half of 2021. This achievement is only 41 percent of the revenue target that Sucofindo wants to achieve this year, which is Rp 2.8 trillion. Meanwhile, mining business players also welcomed this plan positively. "In principle, sectoral arrangements and arrangements are always welcomed," explained Dileep Srivastava, Corporate Secretary of PT Bumi Resources Tbk to Kontan, Thursday (29/7).

Meanwhile, Executive Director of the Indonesian Coal Mining Association (APBI) Hendra Sinadia ensured that his party fully supports the government's efforts to improve governance. Moreover, so far the improvement efforts are considered to have been going well.

"So far, mineral and coal governance has improved, among others, by controlling mining permits through coordination of mineral and coal supervision efforts assisted by the KPK," said Hendra.

"Jika Kementerian ESDM berencana untuk penguatan peran surveyor dalam rangka meningkatkan retribusi tambang sangat dimungkinkan akan positif bagi perkem-bangan jasa inspeksi dan pengujian," kata Direktur Keuangan dan Manajemen Risiko Sucofindo Budi Hartanto kepada Kontan, Minggu (1/8).

Budi melanjutkan, secara rata-rata kontri-busi pendapatan dari sektor pertambangan mencapai Rp 350 miliar per tahun. Pendapatan ini meliputi jasa inspeksi dan pengujian komoditas. Secara khusus, untuk tahun ini Sucofindo menargetkan penda-patan dari sektor minerba dapat mencapai Rp 600 miliar.

Adapun, merujuk catatan Kontan, Sucofindo membukukan pendapatan sebesar Rp 1,14 triliun pada semester pertama 2021. Raihan itu baru 41% dari target pendapatan yang ingin dicapai Sucofindo pada tahun ini, yang senilai Rp 2,8 triliun.

Sementara itu, pelaku usaha pertambangan turut menyambut positif rencana ini. "Pada prinsipnya upaya penataan dan peng-aturan sektoral selalu disambut dengan baik," terang Sekretaris Perusahaan PT Bumi Resources Tbk Dileep Srivastava kepada Kontan, Kamis (29/7).

Sementara itu, Direktur Eksekutif Asosiasi Pertambangan Batubara Indonesia (APBI) Hendra Sinadia memastikan pihaknya mendukung penuh upaya pemerintah untuk perbaikan tata kelola. Terlebih, selama ini upaya perbaikan pun dinilai telah berjalan dengan baik.

"Sejauh ini tata kelola minerba semakin membaik, antara lain dengan penertiban izin pertambangan lewat upaya koordinasi supervisi minerba yang dibantu oleh KPK," ujar Hendra.

(7)

Daily News Update Page 7 Head of Corporate Communication of PT

Adaro Energy Tbk (ADRO) Febriati Nadira revealed that her party as a contractor and a public company will support and comply with the established regulations. In addition, always support efforts to create national energy security.

The woman who is often called Ira also ensures that routine operations are reported to the government. "We always report our operational activities, including production results, to the government online. Our activities are also routinely inspected by mine inspectors and we monitor compliance," said Ira to Kontan, Thursday (29/7).

Head of Corporate Communication PT Adaro

Energy Tbk (ADRO) Febriati Nadira meng-ungkapkan pihaknya selaku kontraktor dan perusahaan publik bakal mendukung dan mematuhi regulasi yang ditetapkan. Selain itu, senantiasa mendukung upaya men-ciptakan ketahanan energi nasional.

Wanita yang kerap disapa Ira ini pun memastikan pelaksanaan operasi rutin dilaporkan kepada pemerintah. "Kami selalu melaporkan kegiatan operasi kami ter-masuk hasil produksinya ke pemerintah secara online. Kegiatan kami juga secara rutin diinspeksi oleh inspektur tambang dan kita kawal compliance-nya," kata Ira kepada Kontan, Kamis (29/7).

Petrosea (PTRO) Recorded

Increase in Revenue and Profit

in Semester I/2021

Author: Ika Fatma Ramadhansari

I

SSUER of mining contractor Indika Group,

PT Petrosea Tbk. (PTRO) recorded an increase in revenue and net profit in the first semester of 2021.

Based on the unaudited financial report as of June 30, 2021, the company's revenue increased by 9.89 percent to US$193.30 million. This value is equivalent to Rp 2.78 trillion when converted to an estimated exchange rate of Rp 14,400 per US dollar. Meanwhile, in the first semester of 2020, the company recorded revenues of US$ 175.90 million.

PTRO's largest revenue came from its mining business which generated US$ 140.37 million in the first half of this year. Whereas previously in the same period the company recorded US$104.00 million for mining business revenues.

Petrosea (PTRO) Catat Kenaikan

Pendapatan dan Laba pada

Semester I/2021

Author: Ika Fatma Ramadhansari

E

MITEN kontraktor tambang Grup Indika,

PT Petrosea Tbk. (PTRO) mencatatkan kenaikan pendapatan dan laba bersih pada semester I/2021.

Berdasarkan laporan keuangan per 30 Juni 2021 yang tidak diaudit, pendapatan per-seroan mengalami kenaikan pendapatan sebesar 9,89 persen menjadi US$193,30 juta. Nilai tersebut setara dengan Rp2,78 triliun jika dikonversikan dengan estimasi nilai tukar rupiah Rp14.400 per dolar AS. Sementara pada semester I/2020, perseroan mencatat-kan pendapatan sebesar US$175,90 juta. Pendapatan terbesar PTRO berasal dari bisnis penambangan yang menghasilkan US$ 140,37 juta pada semester pertama tahun ini. Sedangkan sebelumnya di periode yang sama perseroan mencatatkan US$ 104,00 juta untuk pendapatan bisnis penambangan.

(8)

Daily News Update Page 8 In addition to mining, the company's

revenue also comes from services worth US$27.07 million, construction and engineering amounting to US$24.67 million, and others amounting to US$1.19 million. Petrosea President Director Hanifa Indrajaya in his official release revealed that throughout 2021, the issuer will continue its overall digital transformation program by building an agile organization and utilizing the latest digital tools.

"[This] allows the company to get new business opportunities, develop new business models, and strengthen its operational performance," said Indrajaya, quoted on Friday (30/7/2021).

Indrajaya explained that during the Covid-19 pandemic, the company focused on accelerating the process of diversifying its business by running several business opportunities in mineral projects, such as gold and bauxite, as well as strengthening the capabilities of subsidiaries in the mining and EPC sectors.

This strategy then made PTRO experience an increase in profit attributable to owners of the parent entity by 41.44 percent from US$ 9.16 million in semester I/2020 to US$ 11.88 million in semester I/2021.

Indrajaya said that the company's profit increase was mostly achieved through an increase in operational activities in the contract mining business line, where the total volume of overburden removal increased 26.82 percent during the year or year on year (yoy) to 58.02 million tons and coal production. increased by 25.49 percent yoy to 15.95 million tons.

Indrajaya further said that throughout 2021, the issuer will also continue an effective liability management strategy, in which Petrosea recorded a 22.71 percent yoy reduction in debt and a 46.98 percent yoy reduction in interest expense.

Selain penambangan pendapatan perseroan juga berasal dari jasa senilai US$27,07 juta, konstruksi dan rekayasa sebesar US$24,67 juta, dan lain-lain sebesar US$1,19 juta. Presiden Direktur Petrosea Hanifa Indrajaya dalam rilis resminya mengungkapka n sepanjang tahun 2021, emiten tersebut melanjutkan program transformasi digital-nya secara keseluruhan dengan membangun organisasi agile dan memanfaatkan digital tools terkini.

“[Hal tersebut] memungkinkan perusahaan mendapatkan peluang usaha baru, mengem-bangkan bisnis model baru, serta memper-kuat kinerja operasionalnya,” ungkap Indrajaya, dikutip pada Jumat (30/7/2021). Indrajaya menjelaskan bahwa pada masa pandemi Covid-19 ini, perseroan fokus untuk mempercepat proses diversifikasi usahanya dengan menjalankan beberapa peluang bisnis di proyek mineral, seperti emas dan bauksit, serta memperkuat kapabilitas anak perusaha-an di sektor pertambperusaha-angperusaha-an dperusaha-an EPC.

Strategi tersebut kemudian membuat PTRO mengalami peningkatan laba yang dapat diatribusikan kepada pemilik entitas induk sebesar 41,44 persen dari US$9,16 juta pada semester I/2020 menjadi US$11,88 juta pada semester I/2021.

Indrajaya mengungkapkan, kenaikan laba perusahaan sebagian besar dicapai melalui peningkatan kegiatan operasional di lini bisnis kontrak pertambangan, di mana total volume overburden removal meningkat 26,82 persen selama tahun berjalan atau year on year (yoy) menjadi 58,02 juta ton dan produksi batu bara meningkat 25,49 persen yoy menjadi 15,95 juta ton.

Lebih lanjut Indrajaya menyebutkan sepanjang tahun 2021, emiten ini juga melanjutkan strategi manajemen liabilitas yang efektif, di mana Petrosea mencatat penurunan hutang 22,71 persen yoy dan penurunan beban bunga 46,98 persen yoy.

(9)

Daily News Update Page 9 As well as continuing prudent cash

management strategies to support the implementation of 3D strategies, namely Diversification, Digitization and Decarboni-zation.

The company's assets in the year recorded decreased from US$529.69 million in the full year of 2020 to US$510.19 million in the first half of 2021. The company's equity increased from US$231.44 throughout 2020 to US$235.11 million in the first semester of 2021.

As previously mentioned by Indrajaya, the company's total liabilities also decreased from US$198.25 million in the full year of 2020 to US$275.08 million in the first half of 2021. Editor : Aprianto Cahyo Nugroho

Serta juga melanjutkan cash management strategi yang prudent demi mendukung implementasi strategi 3D, yaitu Diversifikasi, Digitalisasi dan Dekarbonisasi.

Aset perseroan pada tahun tercatat meng-alami penurunan dari US$529,69 juta di tahun penuh 2020 menjadi US$510,19 juta pada semester pertama 2021. Adapun ekuitas perseroan mengalami peningkatan dari US$231,44 sepanjang tahun 2020 menjadi US$235,11 juta pada semester I/2021. Sebagaimana disebutkan Indrajaya sebelum-nya, jumlah liabilitas perseroan pun meng-alami penurunan dari US$198,25 juta di tahun penuh 2020 menjadi US$275,08 juta pada semester pertama tahun 2021. Editor : Aprianto Cahyo Nugroho

INCO Record Revenue of

US$414.94 Million

By: Ahmad Nabhani

I

N THE FIRST semester of 2021, mining

company PT Vale Indonesia Tbk (INCO) posted revenues of US$414.94 million, an increase of 15.14% compared to the same period last year of US$360.37 million. Meanwhile, net profit grew by 15.14% in the first semester of 2021 to US$58.78 million from the previous US$53.12 million in the first semester of 2020. The information was conveyed by the company in a financial report published in Jakarta yesterday.

Vale Indonesia CEO and President Director Febriany Eddy said the company shipped 15,845 metric tons of nickel matte and US$208.4 million in sales in the second quarter of 2021.

INCO Catat Pendapatan

US$414,94 Juta

Oleh: Ahmad Nabhani

S

EMESTER pertama 2021, emiten tambang

PT Vale Indonesia Tbk (INCO) membukukan pendapatan senilai US$414,94 juta atau naik 15,14% dibandingkan periode yang sama tahun lalu US$360,37 juta. Adapun, laba bersih mengalami pertumbuhan 15,14% di sepanjang semester I/2021 menjadi US$ 58,78 juta dari sebelumnya US$53,12 juta pada semester I/2020. Informasi tersebut disampaikan perseroan dalam laporan keuangan yang dipublikasi di Jakarta, kemarin.

CEO dan Presiden Direktur Vale Indonesia, Febriany Eddy mengatakan, perseroan mengirimkan 15.845 metrik ton nikel matte dan penjualan sebesar US$208,4 juta pada kuartal II/2021.

(10)

Daily News Update Page 10 "Sales volume was about 7% higher in the

second quarter of 2021 than in the first quarter of 2021, offsetting the lower average realized price in the quarter," he said.

He continued that the company also completed critical maintenance activities in the second quarter of 2021 which allowed production levels to be achieved as expected. Furthermore, INCO posted an EBITDA of US$72.3 million in the second quarter of 2021 or lower than the previous quarter of US$88.9 million. This weakening was due to higher costs and lower average realized price of nickel. Along with the decline in EBITDA, INCO's profit in the second quarter of 2021 became US$25.1 million, down from US$33.7 million in the previous quarter.

Compared to the first quarter of 2021, continued Febriany Eddy, HSFO consumption per metric ton of nickel matte increased by 22%, while coal consumption fell 12%, offsetting higher HSFO in the second quarter of 2021. "During the second quarter of 2021, both HSFO, diesel and coal prices increased by 17 percent, 17 percent and 10 percent, respectively," said Febriany Eddy.

INCO's cash and cash equivalents as of June 30, 2021 were recorded at US$426.5 million, up from US$386.2 million at the position of March 31, 2021. In that period, INCO issued capital expenditures of approximately US$33.3 million or lower than absorption in quarter I/2021 worth US$38.5 million.

For information, the company's nickel production in the first half fell 1% from 15,198 tons in the first quarter of 2021 to 15,058 tons of nickel in the second quarter or 20% lower than 18,701 tons in the second quarter of 2020.

“Volume penjualan sekitar 7% lebih tinggi pada kuartal II/2021 dibandingkan pada kuartal I/2021, mengimbangi harga reali-sasi rata-rata yang lebih rendah pada kuartal tersebut,” ujarnya.

Dia melanjutkan bahwa perseroan juga menyelesaikan kegiatan pemeliharaan kritikal pada kuartal II/2021 yang me-mungkinkan tingkat produksi tercapai seperti yang diharapkan. Lebih lanjut, INCO membukukan EBITDA senilai US$ 72,3 juta pada kuartal II/2021 atau lebih rendah dibandingkan kuartal sebelumnya US$88,9 juta. Pelemahan ini terjadi disebabkan oleh biaya yang lebih tinggi dan harga realisasi rata- rata nikel yang lebih rendah. Seiring dengan penurunan EBITDA, laba INCO pada kuartal II/2021 menjadi US$25,1 juta atau turun dari kuartal sebelumnya US$33,7 juta.

Dibandingkan dengan kuartal I/2021, lanjut Febriany Eddy, konsumsi HSFO per metrik ton nikel matte meningkat 22%, sementara konsumsi batu bara turun 12%, mengimbangi HSFO yang lebih tinggi pada kuartal II/2021. “Selama kuatal II/2021, baik harga HSFO, diesel, dan batu bara mengalami peningkatan masing-masing sebesar 17%, 17%, dan 10%,” kata Febriany Eddy.

Kas dan setara kas INCO per 30 Juni 2021 tercatat sebesar US$426,5 juta, naik dari US$386,2 juta pada posisi 31 Maret 2021. Pada periode tersebut, INCO mengeluarkan belanja modal sekitar US$33,3 juta atau lebih rendah dibandingkan serapan pada kuartal I/2021 senilai US$38,5 juta.

Sebagai informasi, produksi nikel per-seroan di semester pertama terkoreksi 1% dari 15.198 ton pada kuartal pertama 2021 menjadi 15.058 ton nikel di kuartal dua atau 20% lebih rendah dari 18.701 ton kuartal kedua 2020.

(11)

Daily News Update Page 11 Lower production volume due to some

planned maintenance activities at the processing plant. In total, production volume in semester I/2021 reached 30,246 tons, down 17% from 36,315 tons in semester I/2020. The decline was due to maintenance activities and lower nickel levels in the first quarter of 2021.

Volume produksi lebih rendah karena beberapa aktivitas pemeliharaan yang terencana di pabrik pengolahan. Secara total, volume produksi pada semester I/2021 mencapai 30.246 ton, turun 17% dari 36.315 ton pada semester I/2020. Penurunan itu disebabkan aktivitas peme-liharaan dan kadar nikel yang lebih rendah pada kuartal I/2021.

United Tractors (UNTR) mining

and contractor segment has

positive growth

Reporter: Akhmad Suryahadi | Editor: Noverius Laoli

P

T UNITED Tractors Tbk (UNTR)

managed to record a positive performance throughout the first half of 2021. UNTR posted a consolidated net income of Rp 37.3 trillion, an increase of 12% compared to the same period in 2020 of Rp 33.19 trillion.

Almost all of United Tractors' business segments posted revenue growth except the construction segment by PT Acset Indonusa Tbk (ACST).

Launching a business development report, Friday (29/7), until June 2021, Komatsu heavy equipment sales volume was recorded at 1,361 units, up 60% from the end of June 2020 period of 853 units. The sales target of Komatsu heavy equipment this year is estimated at around 2,600 units, an increase compared to the sales figure in 2020 of 1,564 units. This means that United Tractors' sales of heavy equipment during the first six months of 2021 have reached 52.3% of the target.

Segmen pertambangan dan

kontraktor United Tractors

(UNTR) tumbuh positif

Reporter: Akhmad Suryahadi | Editor: Noverius Laoli

P

T UNITED Tractors Tbk (UNTR) berhasil

mencatatkan kinerja positif sepanjang paruh pertama 2021. UNTR membukukan pendapatan bersih konsolidasian sebesar Rp 37,3 triliun, naik sebesar 12% jika di-bandingkan dengan periode yang sama tahun 2020 sebesar Rp 33,19 triliun. Hampir seluruh segmen usaha United Tractors membukukan pertumbuhan pendapatan kecuali segmen konstruksi oleh PT Acset Indonusa Tbk (ACST).

Melansir laporan perkembangan usaha, Jumat (29/7), sampai dengan Juni 2021, volume penjualan alat berat Komatsu tercatat sebanyak 1.361 unit atau naik 60% dari periode akhir Juni 2020 sebanyak 853 unit.

Adapun target penjualan alat berat Komatsu tahun ini diperkirakan sekitar 2.600 unit, meningkat dibandingkan angka penjualan tahun 2020 sebanyak 1.564 unit. Ini berarti, penjualan alat berat United Tractors sepanjang enam bulan pertama 2021 sudah mencapai 52,3% dari target.

(12)

Daily News Update Page 12 Sales of heavy equipment in the June 2021

period reached 285 units, a 70.66% jump from the sales realization in May 2021 which was only 118 units.

United Tractors Corporate Secretary, Sara K. Loebis, said that the soaring sales in June 2021 was due to the carry over effect from May, where last month there was the Eid holiday, so sales declined.

"Sales in the first half were driven by the strengthening of commodity prices, especially in mining," said Sara to Kontan.co.id, recently.

Overall, UNTR's revenue in the cons-truction machinery sector increased by 29% to Rp 9.4 trillion from Rp 7.3 trillion in 2020.

The mining contractor segment is run by PT Pamapersada Nusantara (Pama), UNTR posted a net income of Rp 15.4 trillion, up 3% compared to the same period in 2020. From an operational perspective, Pama recorded a coal production volume of 57.6 million tons as of June 2021, a slight increase from the realization of production in the same period the previous year of 56 million tons.

However, United Tractors' overburden (OB) removal production during the first half remained corrected. Pama recorded OB volume of 409.1 million bank cubic meters (bcm), a 2.99% decrease from realized OB production in the same period last year of 421 million bcm.

In the coal mining sector, which is run by PT Tuah Turangga Agung (TTA), UNTR narrowed its revenue by Rp 7.5 trillion, an increase of 23% on an annual basis. The increase in revenue was in line with the increase in sales and the increase in the average selling price of coal.

Penjualan alat berat di periode Juni 2021 mencapai 285 unit, melonjak 70,6%% dari realisasi penjualan di bulan Mei 2021 yang hanya 118 unit.

Sekretaris Perusahaan United Tractors, Sara K. Loebis, mengatakan, melonjaknya penjualan di Juni 2021 karena adanya efek pengalihan (carry over) dari bulan Mei, dimana bulan lalu terdapat libur perayaan Lebaran sehingga penjualan menurun. “Penjualan pada semester pertama di-dorong oleh penguatan harga komoditas khususnya di pertambangan,” terang Sara kepada Kontan.co.id, baru-baru ini.

Secara keseluruhan pendapatan UNTR di bidang mesin konstruksi naik sebesar 29% menjadi Rp 9,4 triliun dari Rp 7,3 triliun pada tahun 2020.

Segmen kontraktor penambangan dijalan-kan oleh PT Pamapersada Nusantara (Pama), UNTR membukukan pendapatan bersih sebesar Rp 15,4 triliun atau naik 3% diban-dingkan periode yang sama tahun 2020. Dari sisi operasional, Pama mencatatkan volume produksi batubara sebesar 57,6 juta ton hingga Juni 2021, naik tipis dari realisasi produksi di periode yang sama tahun sebelumnya sebesar 56 juta ton. Meski demikian, produksi pengupasan lapisan penutup atau overburden (OB)

removal United Tractors sepanjang paruh

pertama masih terkoreksi. Pama men-catatkan volume OB sebesar 409,1 juta

bank cubic meter (bcm), menurun 2,99%

dari realisasi produksi OB di periode yang sama tahun lalu yakni 421 juta bcm.

Di bidang pertambangan batubara yang dijalankan oleh PT Tuah Turangga Agung (TTA), UNTR mengempit pendapatan Rp 7,5 triliun atau naik 23% secara tahunan. Kenaikan pendapatan ini seiring dengan peningkatan penjualan dan meningkatnya rata-rata harga jual batubara.

(13)

Daily News Update Page 13 TTA's total coal sales for the six months of

2021 reached 6.3 million, an increase of 12% from the same period in 2020 of 5.6 million tons.

On the other hand, the volume of gold sales through the Martabe Gold Mine decreased. It was noted that gold sales during the six months amounted to 175,700 gold equivalent ounces (GEOs), down 5.3% yoy from sales in the previous year of 185,600 GEOs.

Sara said the sales volume in the six months of 2020 was higher because at that time the impact of the pandemic had only been felt since March/April. This makes sales in that period appear higher than the first half of 2021.

However, the increase in the average realized selling price for gold made the net income of the gold mining business unit up to June 2021 to increase by 7%, reaching Rp. 4.3 trillion.

In the construction segment, ACST posted a net income of Rp 636 billion, down 15% on an annual basis. ACST posted a net loss of Rp. 153 billion, a decrease compared to a net loss of Rp. 252 billion in the same period last year. This loss is due to the Covid-19 situation which has an impact on ongoing projects and reduces project opportunities.

Total penjualan batubara TTA sepanjang enam bulan 2021 mencapai 6,3 juta atau naik 12% dari periode yang sama tahun 2020 sebesar 5,6 juta ton.

Di sisi lain, volume penjualan emas lewat Tambang Emas Martabe mengalami penurunan. Tercatat, penjualan emas sepanjang enam bulan sebesar 175.700 gold

equivalent ounces (GEOs), menurun 5,3%

secara yoy dari penjualan di periode tahun sebelumnya sebesar 185.600 GEOs.

Sara menyebut, volume penjualan di enam bulan 2020 lebih tinggi karena saat itu dampak pandemi baru terasa sejak Maret/ April. Hal ini membuat penjualan di periode itu nampak lebih tinggi dibandingkan semester pertama 2021.

Namun demikian, meningkatnya rata-rata harga jual terealisasi untuk emas membuat pendapatan bersih unit usaha pertambangan emas sampai dengan bulan Juni 2021 me-ningkat sebesar 7%, mencapai Rp4,3 triliun. Di segmen konstruksi, ACST membukukan pendapatan bersih Rp 636 miliar atau turun 15% secara tahunan. ACST membukukan rugi bersih sebesar Rp153 miliar, turun dibandingkan rugi bersih pada periode yang sama tahun lalu yang mencapai Rp 252 miliar. Kerugian ini disebabkan karena situasi Covid-19 yang berdampak pada proyek yang sedang berjalan dan mengurangi peluang proyek.

Indo Tambang Explores Metal

Mining

Gita Rossiana

P

T INDO Tambangraya Megah Tbk (ITMG)

is still focused on developing coal as its main business. However, the company is still exploring other mines and working on renewable energy projects.

Indo Tambang Jajaki Tambang

Metal

Gita Rossiana

P

T INDO Tambangraya Megah Tbk (ITMG)

masih fokus mengembangkan batu bara sebagai bisnis utama. Namun, perseroan tetap menjajaki tambang lain dan meng-garap proyek energi terbarukan.

(14)

Daily News Update Page 14 Director of Investor Relations and

Communications of Indo Tambangraya Megah Yulius Gozali explained that coal is still the company's main business. However, the company is exploring other mining businesses.

"Another mining business that we are exploring is metal or other minerals," he told Investor Daily recently.

Yulius said that the company is not only developing the upstream side of the coal business, but also participating in coal gasification projects. In addition to the downstream side development, Indo Tambang is also developing renewable energy projects.

"Renewable energy will help Indo Tambang move closer to managing emissions, while improving energy and cost management," he explained.

One of the renewable energy projects that is being worked on by Indo Tambang is the Bontang Solar Power Plant (PLTS) project. This PLTS has a power of 3 megawatts (mw) with 2 MW of storage energy that can generate around 4,050 mwh of electricity per year and reduce 3,069.84 tons of carbon dioxide gas per year or the equivalent of 167,751 trees. This PLTS guarantees a reliable energy supply for Bontang Port, which can save fuel and maintenance costs.

Furthermore, Indo Tambang also does not rule out inorganic actions to maintain coal reserves.

"We always evaluate opportunities to acquire new mines in the future," said Yulius. This year, the company has prepared a capital expenditure of US$ 40.5 million. Editor : Jauhari Mahardhika

Direktur Investor Relations and Communi-cations Indo Tambangraya Megah Yulius Gozali menjelaskan, batu bara masih menjadi bisnis utama perseroan. Meski demikian, perseroan tengah menjajaki bisnis pertambangan lain.

"Bisnis tambang lain yang kami jajaki adalah metal atau mineral lainnya," kata dia kepada Investor Daily, baru-baru ini.

Yulius mengungkapkan, perseroan tidak hanya mengembangkan sisi hulu dari sisi bisnis batu bara, tapi juga berpartisipasi dalam proyek gasifikasi batu bara. Selain pengembangan sisi hilir tersebut, Indo Tambang juga tengah mengembangkan proyek energi terbarukan.

“Energi terbarukan akan membantu Indo Tambang untuk bergerak lebih dekat dalam mengelola emisi, sekaligus meningkatkan manajemen energi dan biaya," jelas dia. Salah satu proyek energi terbarukan yang tengah digarap Indo Tambang adalah proyek Pembangkit Listrik Tenaga Surya (PLTS) Bontang. PLTS ini memiliki daya 3 megawatt (mw) dengan 2 MW energi penyimpanan yang bisa menghasilkan listrik sekitar 4.050 mwh per tahun dan mengurangi 3.069,84 ton gas karbondioksida per tahun atau setara 167.751 pohon. PLTS ini menjamin pasokan energi yang andal bagi Pelabuhan Bontang, yang dapat menghemat bahan bakar dan biaya perawatan.

Lebih lanjut, Indo Tambang juga tidak menutup kemungkinan untuk melakukan aksi anorganik untuk mempertahankan cadangan batu bara.

“Kami selalu mengevaluasi peluang akuisisi tambang baru di masa depan," kata Yulius. Tahun ini, perseroan menyiapkan belanja modal sebesar US$ 40,5 juta. Editor : Jauhari Mahardhika

(15)

Daily News Update Page 15

Agincourt Record Revenue of

Rp4.3 Trillion Supported by

Rising Gold Prices

Yurika

P

T AGINCOURT Resources (PTAR), a gold

mining company affiliated with PT United Tractors Tbk (UNTR), recorded revenue during the first semester of 2021 of Rp. 4.3 trillion, up 7% compared to the same period last year (year-on-year/YoY). The increase in revenue was influenced by the increase in the company's average gold selling price.

Citing information disclosure on the United Tractors website, PTAR's gold sales at the Martabe mine in South Tapanuli Regency, North Sumatra were recorded at 176,000 ounces, down 5% compared to the same period the previous year which was recorded at 186,000 pounds.

However, the company was helped by the increase in the average selling price of gold. The average selling price (ASP) of PTAR gold during January-June 2021 was US$1,730 per ounce, up from US$ 1,498 per ounce YoY.

Based on United Tractors data, PTAR gold sales fluctuate every quarter. In the first quarter of 2020 it was recorded at 95 thousand ounces, down to 91 thousand ounces in the second quarter of 2020. It fell again to the level of 70 thousand ounces in the third quarter of 2020 and the closing of 2020 was recorded only 64 thousand ounces.

The company's gold sales rose again in the first quarter of 2021 to 95 thousand ounces. However, gold sales fell again to 81 thousand ounces in the second quarter of 2021. (RA)

Agincourt Catatkan Pendapatan

Rp4,3 Triliun Ditopang

Kenaikan Harga Emas

Yurika

P

T AGINCOURT Resources (PTAR),

perusahaan pertambangan emas terafiliasi PT United Tractors Tbk (UNTR), men-catatkan pendapatan sepanjang semester I 2021 sebesar Rp4,3 triliun, naik 7% dibandingkan periode sama tahun lalu (year-on-year/YoY). Kenaikan pendapatan dipengaruhi kenaikan harga jual rata-rata emas perusahaan.

Mengutip keterbukaan informasi di laman United Tractors, penjualan emas PTAR di tambang Martabe di Kabupaten Tapanuli Selatan, Sumatera Utara tercatat 176 ribu ounces, turun 5% dibandingkan periode sama tahun sebelumnya yang tercatat 186 ribu pound.

Namun, perusahaan tertolong oleh kenaikan harga jual rata-rata emas. Harga jual rata-rata (average selling price/ASP) emas PTAR sepanjang Januari-Juni 2021 sebesar US$1.730 per ounces, naik dari US$ 1.498 per ounce YoY.

Berdasarkan data United Tractors, penjualan emas PTAR fluktuasi tiap kuartalnya. Pada kuartal I 2020 tercatat 95 ribu ounces, turunke 91 ribunces di kuartal II 2020. Turun lagi ke level 70 ribu ounces di kuartal III 2020 dan penutup 2020 tercatat hanya 64 ribu ounces.

Penjualan emas perusahaan naik lagi pada kuartal I 2021 menjadi 95 ribu ounces. Namun, penjualan emas kembali turun menjadi 81 ribu ounces pada kuartal II 2021. (RA)

(16)

Daily News Update Page 16

Darma Henwa (DEWA) Appoints

Rio Supin as President Director,

Here's His Profile

Author: Farid Firdaus

P

T DARMA Henwa Tbk. (DEWA) has

officially changed the composition of the company's management. This is based on the decision of the Annual General Meeting of Shareholders (AGMS) which was held last weekend, Friday (30/7/2021).

Meanwhile, the agenda for changing/ reapplying the composition of the company's management at this AGMS relates to the President Director of DEWA Saptari Hoedaja who passed away on July 4, 2021.

“The company's board of commissioners and directors once again express their deep condolences for the passing of Mr. Saptari Hoedaja. Hopefully, his leadership and example will always inspire all of Darma Henwa's people to work and work for the progress of the Company," said DEWA Independent Commissioner Kanaka Puradiredja in an official statement, Sunday (1/8/2021).

Accordingly, the composition of the Board of Commissioners and Board of Directors of DEWA is as follows:

Board of Commissioners

President Commissioner: Nalinkant

Amratlal Rathod

Vice President Commissioner

(Independent Comm.): Suadi Atma Independent Commissioner: Gories Mere Independent Commissioner: Kanaka

Puradiredja

Commissioner: Djajeng P. Andalaswanto Commissioner: Ashok Mitra

Darma Henwa (DEWA) Tunjuk

Rio Supin Jadi Presiden

Direktur, Ini Profilnya

Author: Farid Firdaus

P

T DARMA Henwa Tbk. (DEWA) resmi

melakukan perubahan susunan pengurus perseroan. Hal ini berdasarkan keputusan Rapat Umum Pemegang Saham Tahunan (RUPST) yang digelar akhir pekan lalu, Jumat (30/7/2021).

Adapun, agenda perubahan/penerapan lembali susunan pengurus perseroan dalam RUPST ini berkaitan dengan Presiden Direktur DEWA Saptari Hoedaja yang meninggal dunia pada 4 Juli 2021. “Dewan komisaris dan direksi perseroan kembali menyampaikan dukacita yang mendalam atas kepergian Bapak Saptari Hoedaja. Semoga kepemimpinan dan keteladanan beliau, akan selalu menginspi-rasi seluruh insan Darma Henwa dalam bekerja dan berkarya bagi kemajuan Perusahaan,” sebut Komisaris Independen DEWA Kanaka Puradiredja dalam kete-rangan resmi, Minggu (1/8/2021).

Dengan demikian, susunan Dewan Komisaris dan Direksi DEWA menjadi sebagai berikut:

Dewan Komisaris

Presiden Komisaris: Nalinkant Amratlal

Rathod

Wakil Presiden Komisaris (Komisaris Independen): Suadi Atma Komisaris Independen: Gories Mere Komisaris Independen: Kanaka

Puradiredja

Komisaris: Djajeng P. Andalaswanto Komisaris: Ashok Mitra

(17)

Daily News Update Page 17

Board of Directors

President Director: Rio Supin

Vice President Director: Prabhakaran

Balasubramanian

Director: Ivi Sumarna Suryana Director: Agus Efendi

Through this AGMS decision, Rio Supin officially serves as the new president director of the company.

For your information, Rio has been in the mining industry for 22 years. Rio, who holds a degree in Accounting from Sriwijaya University, has extensive skills in accounting, tax, asset management, finance and is involved in turnaround and business improvement processes in mining companies.

Rio started joining PT Kaltim Prima Coal (KPC) since November 1999 through the Graduate Development Program. He started his career and served as Accounting & Tax Manager at KPC in 2008 2012, General Manager Finance in 2012 -2019, then General Manager Business Development and Risk Management in 2019 until now.

In 2020, he is responsible for the Business Development of PT Bumi Resources Tbk until 2021.

Then since March 2021 until now, Rio has served as Chief Strategic Business Planning & Investment of PT Bumi Resources Tbk.

Editor : Farid Firdaus

Jajaran Direksi

Presiden Direktur: Rio Supin

Wakil Presiden Direktur: Prabhakaran

Balasubramanian

Direktur: Ivi Sumarna Suryana Direktur: Agus Efendi

Melalui keputusan RUPST ini, Rio Supin resmi menjabat sebagai presiden direktur perseroan yang baru.

Sebagai informasi, Rio telah berkecimpung di dunia tambang selama 22 tahun. Rio yang merupakan Sarjana Akuntansi dari Universitas Sriwijaya, memiliki kemam-puan ekstensif dalam bidang akuntansi, pajak, manajemen aset, keuangan dan terlibat di proses turnaround dan business improvement di perusahaan tambang. Rio mulai bergabung di PT Kaltim Prima Coal (KPC) sejak November 1999 melalui Graduate Development Program. Beliau menapak karir dan menjabat sebagai Manager Accounting & Tax di KPC pada tahun 2008 - 2012, General Manager Finance pada tahun 2012-2019, lalu General Manager Business Development and Risk Management pada tahun 2019 sampai dengan saat ini.

Pada 2020, beliau bertanggung jawab atas Business Development PT Bumi Resources Tbk sampai dengan tahun 2021.

Kemudian sejak Maret 2021 sampai saat ini, Rio menjabat sebagai Chief Strategic Business Planning & Investment PT Bumi Resources Tbk. Editor : Farid Firdaus

(18)

Daily News Update Page 18

Pamapersada Nusantara Earns

Revenue of Rp 15.4 Trillion

Yurika

P

T PAMAPERSADA Nusantara (PAMA),

the mining contractor business segment affiliated with PT United Tractors (UNTR), recorded a net revenue during the first semester of 2021 of Rp. 15.4 trillion, up 3% from Rp. 15.1 trillion in the same period last year (year-on-year/YoY).

The increase in revenue was supported by a 3% increase in coal production volume from 56.0 million tons to 57.6 million tons (YoY), although the volume of overburden removal decreased by 3% from 421.0 million bcm to 409.1 million bcm (YoY). Citing United Tractors' information disclosure report released last weekend, throughout 2020 PAMA recorded coal production of 114.6 million tons and overburden removal of 825 million bcm. Meanwhile, last year's revenue was recorded at Rp29.21 trillion.

The portion of revenue contribution from the mining contractor sector or PAMA to United Tractors is the highest. Next is the construction machinery segment with Komatsu products seeing Rp9.39 trillion, coal mining Rp7.49 trillion, gold mining Rp4.3 trillion, and finally the construction industry Rp636 billion. (RA)

Pamapersada Nusantara Raih

Pendapatan Rp15,4 Triliun

Yurika

P

T PAMAPERSADA Nusantara (PAMA),

segmen usaha kontraktor penambangan terafiliasi PT United Tractors (UNTR), mencatatkan pendapan bersih sepanjang semester I 2021 sebesar Rp15,4 triliun, naik 3% dari Rp15,1 triliun periode sama tahun lalu (year-on-year/YoY).

Kenaikan pendapatan ditopang oleh peningkatan volume produksi batu bara sebesar 3% dari 56,0 juta ton menjadi 57,6 juta ton (YoY), kendati volume pekerjaan pemindahan tanah (overburden removal) turun 3% dari 421,0 juta bcm menjadi 409,1 juta bcm (YoY).

Mengutip laporan keterbukaan informasi United Tractors yang dirilis akhir pekan lalu, sepanjang 2020 PAMA mencatatkan produksi batu bara 114,6 juta ton dan

overburden removal 825 juta bcm.

Sementara pendapatn tahun lalu tercatat Rp29,21 triliun.

Porsi kontribusi pendapatan sektor kontraktor penambangan atau PAMA terhadap United Tractors paling tinggi. Berikutnya adalah segmen mesin kons-truksi dengan produk Komatsu seebear Rp9,39 triliun, pertambangan batu bara Rp7,49 triliun, pertambangan emas Rp4,3 triliun, dan terakhir industri konstruksi Rp636 miliar. (RA)

(19)

Daily News Update Page 19

Coal Prices Rise Again, Ready to

Break the Highest Record!

Hidayat Setiaji, CNBC Indonesia

C

OAL prices are still on an upward trend.

The price is getting closer to a new record. Last weekend, the price of coal on the ICE Newcastle (Australia) market was recorded at US$ 152.75/ton. Up 0.23% compared to the previous day.

On July 19, 2021, the price of this commodity was at US$ 153.7/ton, the highest since at least 2008. If prices continue to rise, then it is not impossible to set a new record.

The price of the black stone is in a bullish trend. In the past week, the price of coal soared 2.72% and during the past month the increase reached 16.06%.

Toby Hassall, Refinitiv Analyst, said that there are two factors that can support the increase in coal prices. One, demand is high, especially in China.

Coal prices at Qinhuangdao Port at the end of last week were at CNY 1,075/ton, up 7.5% from a week earlier. The very rapid growth in demand has not been matched by domestic coal production, so China continues to import.

Two, natural gas prices are also in an upward trend. When the price of natural gas is getting more expensive, business actors are turning their attention to coal again.

As of 26 July 2021, the cost of generating electricity using natural gas in Europe is EUR 36.95/MWh. More expensive than coal generation at EUR 36.28/MWh.

Harga Batu Bara Naik Lagi,

Siap Tembus Rekor Tertinggi!

Hidayat Setiaji, CNBC Indonesia

H

ARGA batu bara masih berada di tren

kenaikan. Harga semakin dekat menuju rekor baru.

Akhir pekan lalu, harga batu bara di pasar ICE Newcastle (Australia) tercatat US$ 152,75/ton. Naik 0,23% dibandingkan hari sebelumnya.

Pada 19 Juli 2021, harga komoditas ini berada di US$ 153,7/ton, tertinggi setidak-nya sejak 2008. Jika harga naik terus, maka bukan tidak mungkin mencatat rekor terbaru. Harga si batu hitam memang sedang dalam tren bullish. Dalam sepekan terakhir, harga batu bara melonjak 2,72% dan selama sebulan ke belakang kenaikannya mencapai 16,06%.

Toby Hassall, Analis Refinitiv, menyebut ada dua faktor yang bisa menopang kenaikan harga batu bara. Satu, permintaan sedang tinggi, terutama di China.

Harga batu bara di Pelabuhan Qinhuangdao pada akhir pekan lalu berada di CNY 1.075/ ton, naik 7,5% dari sepekan sebelummya. Pertumbuhan permintaan yang sangat pesat belum diimbangi dengan produksi batu bara domestik, sehingga China terus mengimpor.

Dua, harga gas alam juga dalam tren naik. Saat harga gas alam semakin mahal, pelaku usaha kembali melirik batu bara.

Per 26 Juli 2021, biaya pembangkitan listrik berbahan bakar gas alam di Eropa adalah EUR 36,95/MWh. Lebih mahal ketimbang pembangkitan batu bara yakni EUR 36,28/MWh.

(20)

Daily News Update Page 20 However, Hassall also sees that there are

risks that overshadow the movement of coal prices. That risk is the spike in Covid-19 cases in various countries.

The World Health Organization (WHO) reported that the number of positive corona patients in all countries as of July 30, 2021 was 196,553,009 people. An increase of 623,707 people from the previous day. In the past week, the average number of positive patients increased by 571,418 people per day. An increase compared to the average of the previous seven days, which was 543,332 people every day. "The wave of corona virus attacks in various countries has caused regional quarantines (lockdowns) to be re-imposed. This reduces economic activity, thereby reducing demand for energy and then coal," said Hassall in his research. CNBC INDONESIA RESEARCH TEAM (aji/aji)

Akan tetapi, Hassall juga melihat ada risiko yang membayangi pergerakan harga batu bara. Risiko itu adalah lonjakan kasus Covid-19 di berbagai negara.

Organisasi Kesehatan Dunia (WHO) melaporkan, jumlah pasien positif corona di seluruh negara per 30 Juli 2021 sebanyak 196.553.009 orang. Bertambah 623.707 orang dari hari sebelumnya. Dalam sepekan terakhir, rata-rata pasien positif bertambah 571.418 orang per hari. Naik dibandingkan rerata tujuh hari sebelumya yaitu 543.332 orang setiap harinya.

"Gelombang serangan virus corona di berbagai negara menyebabkan karantina wilayah (lockdown) kembali diberlakukan. Ini membuat aktivitas ekonomi berkurang, sehingga menurunkan permintaan energi kemudian batu bara," sebut Hassall dalam risetnya. TIM RISET CNBC INDONESIA (aji/aji)

Optimizing the Benefits of

Demographic Bonuses, AMMAN

Supports the Preparedness of a

Quality Young Workforce

T

HE YOUNG generation is the hope of the

nation in the future. Based on data from the National Development Planning Agency, Indonesia is predicted to experience a demographic bonus period in the period 2030-2040. Demographic bonus is a condition in which the number of productive age population (15-64 years old) will be greater than the non-productive age population (under 15 years old and above 64 years old) which is 64% of the total population. In order for...

Optimalkan Manfaat Bonus

Demografi, AMMAN Dukung

Kesiapan Tenaga Kerja Muda

Berkualitas

G

ENERASI muda menjadi harapan bangsa

di masa mendatang. Berdasarkan data dari Badan Perencanaan Pembangunan Nasional, Indonesia diprediksi akan mengalami masa bonus demografi pada periode 2030-2040. Bonus demografi merupakan kondisi di mana jumlah penduduk usia produktif (usia 15-64 tahun) akan lebih besar dibandingkan dengan penduduk usia tidak produktif (usia di bawah 15 tahun dan di atas 64 tahun) yaitu sebesar 64% dari jumlah total penduduk. Agar...

(21)

Daily News Update Page 21 In order for the demographic bonus to

provide optimal benefits for Indonesia, the availability of qualified and ready-to-work human resources is urgently needed. West Nusa Tenggara (NTB) is one of the provinces that has a fairly high portion of the productive age population. Data from the Central Statistics Agency for the Province of NTB noted that in 2020, as many as 69.77% of the total population (5.32 million people) were included in the productive age. This potential can be a strong capital for accelerating develop-ment if it is supported by efforts to develop competence and increase labor produc-tivity.

As a copper and gold mining company operating in West Sumbawa Regency (KSB), PT Amman Mineral Nusa Tenggara (AMMAN) realizes the importance of the company's role in supporting the readiness of a quality workforce, as an effort to realize the welfare of the community around the mine. AMMAN continues to run various vocational education programs, in collaboration with various training institutions, as part of the Community Development and Empowerment (PPM) program.

AMMAN's Head of Corporate Communi-cations, Kartika Octaviana explained that these various vocational training programs were designed to answer the needs of the industry as well as the government's vision in developing the KSB region.

“Industrial development 4.0. requires the workforce to quickly adapt to technology, so we create coding training. Meanwhile, KSB's vision of developing the tourism sector has made us take the initiative to design a hospitality training program," Kartika explained.

Agar bonus demografi dapat memberikan manfaat optimal bagi Indonesia, maka ketersediaan sumber daya manusia yang siap kerja dan berkualitas sangat dibutuh-kan.

Nusa Tenggara Barat (NTB) merupakan salah satu provinsi yang memiliki porsi penduduk usia produktif yang cukup tinggi. Data Badan Pusat Statistik Provinsi NTB mencatat bahwa pada tahun 2020, sebanyak 69,77% dari jumlah penduduk (5,32 juta jiwa) termasuk dalam usia produktif. Potensi ini dapat menjadi modal kuat untuk percepatan pembangunan jika didukung dengan upaya pengembangan kompetensi dan peningkatan produktivitas tenaga kerja.

Sebagai perusahaan tambang tembaga dan emas yang beroperasi di Kabupaten Sumbawa Barat (KSB), PT Amman Mineral Nusa Tenggara (AMMAN) menyadari pentingnya peran perusahaan dalam men-dukung kesiapan tenaga kerja berkualitas, sebagai upaya mewujudkan kesejahteraan masyarakat lingkar tambang. Berbagai program pendidikan vokasi kini terus dijalankan oleh AMMAN, berkolaborasi dengan berbagai institusi pelatihan, sebagai bagian dari program Pengem-bangan dan Pemberdayaan Masyarakat (PPM).

Head of Corporate Communications AMMAN, Kartika Octaviana memaparkan bahwa berbagai program pelatihan vokasi ini dirancang untuk menjawab kebutuhan industri dan juga visi pemerintah dalam mengembangkan wilayah KSB.

“Perkembangan industri 4.0. mengharus-kan tenaga kerja untuk cepat beradaptasi dengan teknologi, sehingga kami membuat pelatihan coding. Sementara itu, visi KSB dalam membangun sektor pariwisata, membuat kami berinisiatif merancang program pelatihan perhotelan (hospitality),” jelas Kartika.

(22)

Daily News Update Page 22 AMMAN has launched a hospitality training

scholarship program in collaboration with Bije Jari in NTB and Bali Wise by R.O.L.E. Foundation based in Bali. In this program, around 70 selected KSB communities attended professional training in the tourism industry as well as on-the-job training. After the program is completed, the training participants will be linked with partner companies engaged in the tourism industry, such as hotels, cafes and restaurants, travel agents and fitness centers (spa & wellness center).

Meanwhile, to improve the competence of the workforce in the midst of the current rapid digitalization era, AMMAN organized a scholarship program for computer programming language (coding) training for the younger generation in the districts of Sumbawa and West Sumbawa. AMMAN collaborates with various coding training institutions, such as Glints Academy, ImpactByte, Haktiv8, to conduct selection, intensive training, and also introductions to networks of digital companies.

Head of the Manpower and Transmigration Office of West Sumbawa Regency, Ir. H. Muslimin HMY, M.Si welcomes and fully supports the community development and empowerment program initiatives carried out by AMMAN.

“Through these various programs, we hope that the younger generation can take advantage of this opportunity to improve their abilities and skills. So that later the graduates of these programs can become reliable workers and are well absorbed by various relevant industries in their area," said Muslimin.

Not limited to hospitality and coding training, AMMAN also organizes a scholarship program for basic training in heavy equipment engineering and operators for the younger generation in West Sumbawa Regency (KSB).

AMMAN telah meluncurkan program bea-siswa pelatihan perhotelan (hospitality) bekerja sama dengan Bije Jari di NTB dan Bali Wise by R.O.L.E. Foundation yang berbasis di Bali. Dalam program ini, sekitar 70 masya-rakat KSB yang terpilih, mengikuti pelatihan profesional industri pariwisata dan juga

on-the-job training. Setelah program selesai,

peserta pelatihan akan dihubungkan dengan perusahaan-perusahaan mitra yang bergerak di industri pariwisata, seperti hotel, kafe dan restoran, agen perjalanan (travel agents) serta pusat kebugaran (spa & wellness center). Sementara itu, untuk meningkatkan kompe-tensi tenaga kerja di tengah derasnya era digitalisasi saat ini, AMMAN menyelenggara-kan program beasiswa pelatihan bahasa pemrograman komputer (coding) bagi generasi muda di wilayah Kabupaten Sumbawa dan Sumbawa Barat. AMMAN bekerja sama dengan berbagai institusi pelatihan coding, seperti Glints Academy, ImpactByte, Haktiv8, untuk melakukan seleksi, pelatihan intensif, dan juga perkenal-an terhadap jaringperkenal-an perusahaperkenal-an-perusahaperkenal-an digital.

Kepala Dinas Tenaga Kerja dan Transmigrasi Kabupaten Sumbawa Barat Ir. H. Muslimin HMY, M.Si menyambut baik dan mendukung penuh inisiatif program pengembangan dan pemberdayaan masyarakat yang dilakukan oleh AMMAN.

“Melalui berbagai program ini, kami berhadap agar generasi muda dapat memanfaatkan kesempatan ini untuk meningkatkan kemam-puan dan keterampilan mereka. Sehingga nantinya para lulusan program-program ini dapat menjadi tenaga kerja yang handal dan diserap dengan baik oleh berbagai industri yang relevan di wilayahnya,” kata Muslimin. Tak terbatas pada pelatihan hospitality dan

coding, AMMAN juga menyelenggarakan

program beasiswa pelatihan dasar teknik alat berat dan operator bagi generasi muda di Kabupaten Sumbawa Barat (KSB).

(23)

Daily News Update Page 23 This program can be held in partnership

with United Tractors (UT) School, as an international standard heavy equipment operation vocational education institution in Indonesia, which has produced experts spread across various companies.

“In the future, we will continue to innovate in order to organize various programs that support the formation of a quality workforce. We hope that the various programs that we organize can be well received by the community, because they are a tangible manifestation of AMMAN's vision, which is to create the best legacy for the communities around our operational areas. We hope that this program can have a positive and sustainable impact on the beneficiaries, as well as assist the efforts of the NTB provincial government in preparing a reliable workforce,” concluded Kartika. (*)

Program ini dapat diselenggarakan dengan kemitraan bersama United Tractors (UT) School, sebagai insitusi pendidikan vokasi pengoperasian alat berat berstandar inter-nasional di Indonesia, yang telah menghasil-kan para ahli yang tersebar di berbagai perusahaan.

“Kedepannya kami akan terus berinovasi guna menyelenggarakan berbagai program yang mendukung pembentukan tenaga kerja berkualitas. Kami berharap berbagai program yang kami selenggarakan dapat diterima dengan baik oleh masyarakat, karena merupa-kan salah satu wujud nyata dari visi AMMAN, yaitu menciptakan warisan terbaik bagi masyarakat sekitar wilayah operasional kami. Kami berharap program ini dapat memberi-kan dampak positif dan berkelanjutan bagi para penerima manfaat, serta membantu upaya pemerintah Provinsi NTB dalam menyiapkan tenaga kerja yang handal,” tutup Kartika. (*)

Goldman recapitulates $5 a pound copper price by end of 2021

Frik Els

I

N A NEW research note, Goldman Sachs says the copper price is “poised for the next leg

higher” as short term headwinds fade and fundamentals point to a significant demand boost further out.

Goldman says the copper concentrate market remains very tight, creating a bottleneck for primary metal production in China, reinforcing its projection for a significant 430,000 tonne refined deficit in the second half of the year.

Goldman projects a 200,000 tonne deficit next year, and also halved its projected surplus for 2023 to 129,000 tonnes “after which open-ended deficits start”.

Treatment and refining charges (TC/RCs) paid by miners to smelters to process concentrate into refined metal rise when supply is ample and fall when smelters are forced to compete for scarce material.

While TC/RCs have risen to around $45 a tonne in July from historically low levels of just over $20 a tonne in April, today’s charges still compare to more than $70 a tonne in June last year and spikes as high as $130 in the 2010s.

Referensi

Dokumen terkait

Mengingat bahwa variabel yang paling dominan berpengaruh terhadap keputusan pelanggan dalam menggunakan produk air PDAM Tirta Pakuan Kota Bogor adalah citra

Akan tetapi HCl yang dialirkan ke parit untuk penetralan tidak diatur dengan baik sehingga HCl dibiarkan terus mengalir akibatnya penggunaan HCl kurang

Ketika semua pihak menyadari tentang konsekuensi yang muncul dari segala bentuk perselisihan hubungan industrial yang terjadi dan menyadari sepenuhnya bahwa mereka

ASTER

Di dalam RPP tentang Perubahan Keenam atas PP Nomor 23 Tahun 2010 Pasal 112 disebutkan PKP2B bisa memiliki wilayah sesuai dengan rencana kerja mereka yang telah

Direktur PT Bhimasena Power Indonesia Djoko Budi Santoso di Batang, Senin, mengata- kan bahwa penyaluran bantuan konsentrator oksigen ini sebagai wujud komitmen PT Adaro

Menurut pemberitaan CNBC Indonesia, Jumat (22/10), berdasarkan data bea cukai China pengiriman batu bara jenis brown thermal dan coking dari Indonesia me- nembus 21

(Belkin 1945 & Perry 1946, dalam Depkes 2007c) untuk menggambarkan distribusi dan luasan area potensial sebaran nyamuk Anopheles spp. selama periode penelitian. Parameter