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Tantangan Investasi Energi Terbarukan Di Indonesia

Arcandra Tahar – 10 March 2021 – PPSDM KEBTKE


Pivoting to The Future

The NOW
Invest strategically in the
most successful products,
technologies and
methods
The OLD The NEW

Products, technologies and methods Disruption Products,


near the end of their life technologies and methods

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Trapped Values

Trapped Value Gap


Value Creation

Time

Focus on new products and services entering the market


Big Bang Disruption both better and cheaper than competing goods from
incumbent companies

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Renewable Energy Development Challenges

World Energy Outlook

Inaccurate Electricity Demand Prediction

Financing

Permits

Land Acquisition

Smart Grid

Tax and Fiscal Incentives

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Oil Demand and Electric Vehicles

Source: OPEC and Wood MacKenzie

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LNG Supply and Demand Outlook

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Country Policies Towards Renewable Energy

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Financing Challenges

Considered to be not competitive and makes renewable energy


Tariffs investments unprofitable in many cases

High and further reducing the returns of typically capital-intensive


Interest Rates renewable energy investment

Required and absence of project finance, making it difficult to raise debt


Collateral financing for renewable energy investment

Small and medium, increases the project development and transaction


Project Scale cost and related risks in relation to investment cost

Capacity of Project Too limited on average, make it challenging to develop high-quality


Developer projects

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Smart Grid

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Energy Security Strategy for Indonesia

FOREIGN BASE SUPPLY DOMESTIC BASE SUPPLY

Short terms: IOR

Mid terms: EOR

Long terms: Exploration


Oli & Gas
Refinery dan Petrochemical

Biofuel (B30)

City Gas

Fuel to Gas Conversion

Renewable Energy

Electricity Electric Vehicle

Malaka Strait, Congested Shipping Electric Stove

Route for Tankers Battery (Nickel, Cobalt and Vanadium)

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Where are we now?

The NOW The NEW


Secondary and Tertiary
The OLD production in Oil and Gas
Renewable Energy

Primary production in Oil and Gas Electric vehicle and Battery


Shale Oil and Shale Gas
Biofuel
Petrochemical

The NOW

The OLD The NEW

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Questions

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Instagram
@arcandra.tahar

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