TABLE OF CONTENTS

No. Title Media Source Page

1. Freeport will build a new smelter with a capacity of 1.7 million Kontan 3
tons
Freeport bakal bangun smelter baru berkapasitas 1,7 juta ton

2. Zero Percent Coal Royalty Provisions, Government Still Receives Bisnis 5

PNBP
Ketentuan Royalti Batu Bara Nol Persen, Pemerintah Tetap
Dapat PNBP

3. These are the details of BUMI Cs' plan to work on a coal down- CNBC Indonesia 7
stream project
Ini Rincian Rencana BUMI Cs Garap Proyek Hilirisasi Batu Bara

4. DPR Warns Minister of EMR for Smelter Construction Not to DetikFinance 9

Delay
DPR Wanti-wanti Menteri ESDM Pembangunan Smelter Jangan
Sampai Molor

5. Domestic Coal Consumption 109 Million Tons as of October 2020 CNN Indonesia 10
Konsumsi Batu Bara Domestik 109 Juta Ton per Oktober 2020

6. The government has not yet decided on the position of the Kontan 11
former Arutmin land
Pemerintah belum tentukan sikap soal lahan eks Arutmin

7. Being Jokowi's Strategic Project, Luhut Speeds Up Nickel CNBC Indonesia 13

Downstreaming
Jadi Proyek Strategis Jokowi, Luhut Kebut Hilirisasi Nikel

8. Continues to Increase, National Coal Needs are Projected to Liputan6 17

Reach 277 Million Tons by 2040
Terus Naik, Kebutuhan Batu Bara Nasional Diproyeksi Capai
277 Juta Ton pada 2040

9. A number of projects are hampered by a pandemic, the Minister Kontan 20

of EMR is targeting 53 mineral smelters in 2024
Sejumlah proyek terhambat pandemi, Menteri ESDM targetkan
53 smelter mineral di 2024

10. MEMR Arranges Two Derivative Rules Omnibus Law CNN Indonesia 22
ESDM Susun Dua Aturan Turunan Omnibus Law

Daily News Update Page 1

11. To The Moon! Coal Price Touching US$ 67/ton CNBC Indonesia 24
To The Moon! Harga Batu Bara Sentuh US$ 67/ton

12. Orica and Epiroc unveil prototype for underground Global Mining 26
automation Review

13. Freeport senses PNG exploration opportunity with Minerva’s Int'l Mining 27
DRIVER AI solution

14. Cochilco sees 2020 copper production and price rising Mining.com 28

15. India: ‘More steps needed to make commercial coal mining Hellenic Shipping 29
attractive to global players’ News

16. Australian thermal coal miners declare force majeure on S&P Global Platts 31
contracts Nov 19: sources

17. Teck increases steelmaking coal sales to China Mining.com 32

Daily News Update Page 2

Freeport will build a new smelter
with a capacity of 1.7 million tons
Reporter: Ridwan Nanda Mulyana | Editor:
Tendi Mahadi
THE TRADE-off between PT Freeport
Indonesi a (PTFI)' s new copper smelter
construction and additional capacity at the
existing smelter is still a matter of debate.
However, it appears that the government
and PTFI have reached common ground.
The government and PTFI agree that the
construction of a smelter needs to be carried
out with a capacity of 2 million tons. The
smelter with such a large capacity is used to
absorb PTFI' s copper concentrate
production so that it can be processed
domestically. The options currently being
discussed by the government and PTFI are
focused on capacity sharing.
Initially, PTFI will build a n ew copper
smelter in JIIPE, Gresik, East Java with a
capacity of 2 million tons of copper
conc entrate per year. However, with a
number of considerations, particularly in
terms of project economics, the PTFI smelter
capacity will be divided, 1.7 million tons for a
new smelter. Then another 300,000 tons will
be worked on by increasing the capacity of
the existing smelter, namely PT Smelting.
Minister of Energy and Mineral Resources
(MEMR) Arifin Tasrif emphasized that the
most important thing for the government
is the processing of copper concentrate in
the country. Thus, the construction of a
new copper smelter is still needed.
According to him, there is no problem if
PTFI will build a new smelter with a
capacity of 1.7 million tons, while the other
300,000 tons will be cover ed by PT
Smelting's expansion. Arifin said,...
Daily News Update
Freeport bakal bangun smelter
baru berkapasitas 1,7 juta ton
Reporter: Ridwan Nanda Mulyana | Editor:
Tendi Mahadi
TARIK ulur antara pembangunan smelter
tembaga baru PT Fr eeport Indonesi a
(PTFI) dengan penambahan kapasitas di
smelter eksisting masih menjadi polemik.
Namun, pemerintah dan PTFI tampaknya
sudah mencapai titik temu.
Pemerintah dan PTFI sep akat bahwa
pembangun an smelter perlu dilakukan
dengan kapasitas 2 juta ton. Smelter
dengan kapasitas sebesar itu digunakan
untuk menyerap produksi konsentrat
tembaga PTFI agar bisa diolah di dalam
negeri. Opsi yang sedang dibicarakan
pemerintah dan PTFI mengerucut pada
pembagian kapasitas.
Awalnya, PTFI akan membangun smelter
tembaga baru di JIIPE, Gresik, Jawa Timur
dengan kapasitas 2 juta ton konsentrat
tembaga per tahun. Namun dengan
sejumlah pertimbangan, khususnya dari
sisi keekonomian proyek, kapasitas smelter
PTFI akan dibagi, 1,7 juta ton untuk smelter
baru. Kemudian 300.000 ton lainnya akan
dikerjakan melalui penambahan kapasitas
di smelter eksisting, yakni PT Smelting.
Menteri Energi dan Sumber Daya Mineral
(ESDM) Arifin Tasrif menegaskan, yang
terpenting bagi pemerintah adalah adanya
pengolahan konsentrat tembaga di dalam
negeri. Sehingga, pembangunan smelter
tembaga baru tetap dibutuhkan.
Menurutnya, tak masalah jika PTFI akan
membangun smelter baru dengan kapa-
sitas 1,7 juta ton, sedangkan 300.000 ton
lainnya dicukupi dari ekspan si PT
Smelting. Arifin bilang,...
Page 3
Arifin said, from an economic standpoint,
this option would save more money.
"We have to build a domestic smelter. The
capacity is the same in total. That can save
costs compared to building (a smelter with
a capacity) of 2 million new ones," said
Arifin when met after the Joint Working
Meeting of Commission VII DPR RI,
Monday (23/11).
PTFI President Director Tony Wenas also
agreed with this option. He said that
discussions with the government were still
continuing. "The important thing is 2
million tons. This is still being discussed,
but the point is, the basic thing is 2 million
tons," said Tony.
Tony claims, although the construction of a
new smelter is not economically profitable,
PTFI remains committed to building a new
smelter in accordance with the require-
ments for obtaining a Special Mining
Business Licen se ( IUPK) in December
2018.
He also ensured that the new copper
smelter project at JIIPE Gresik would
continue despite the covid-19 pandemic.
"Our commitment is constant, progress
continues. The commitment in IUPK is like
that even though the economy is not very
good, so it continues. But it is moving
slowly," explained Tony.
Meanwhile, the progress of PTFI's new
copper smelter project has only reached
5.86 percent. Based on the information
presented by Arifin Tasrif at the work
meeting, the foundation consolidation
stage was 60% -70% and had not started
the piling stage, which is planned to be
held in October 2020-January 2021.
As of August 2020, the investment that has
been absorbed for this project with a
capacity of 2 million tons of copper
concentrate per year has reached US$ 300
million. Arifin stated that...
Daily News Update
Arifin bilang, dari sisi keekonomian, opsi
ini bisa lebih menghemat biaya.
"Kita harus bangun smelter dalam negeri.
Kan kapasitasnya sama secara total. Itu
bisa menghemat cost daripada bangun
(smelter dengan kapasitas) 2 juta baru,"
kata Arifin saat ditemui selepas Rapat
Kerja bersama Komisi VII DPR RI, Senin
(23/11).
Presiden Direktur PTFI Tony Wenas juga
mengamini opsi tersebut. Dia bilang, pem-
bahasan bersama pemerintah masih terus
berlanjut. "Yang penting kan 2 juta ton. Ini
kan masih dibahas terus, tapi intinya kan,
yang mendasar adalah 2 juta ton," ungkap
Tony.
Tony mengklaim, meski pembangunan
smelter baru tidak menguntungkan secara
keekonomian, tapi PTFI tetap berkomit-
men membangun smelter baru sesuai
dengan persyaratan dalam memperoleh
Izin Usaha Pertambangan Khusus (IUPK)
pada Desember 2018 lalu.
Dia juga memastikan bahwa proyek
smelter tembaga baru di JIIPE Gresik terus
berjalan meski terhambat pandemi covid-
19. "Komitmen kita tetap, progres tetap
jalan terus. Kan komitmen dalam IUPK
seperti itu walaupun keekonomiannya
tidak terlalu bagus, jadi tetap jalan. Tapi
memang berg erakn ya lam bat ," terang
Tony.
Adapun, progres proyek smelter tembaga
baru PTFI itu baru mencapai 5,86%.
Berdasarkan informasi yang dipaparkan
Arifin Tasrif pada rapat kerja tersebut,
tahap konsolidasi fondasi sudah 60%-70%
dan belum memulai tahap piling, yang
rencananya akan digelar pada Oktober
2020-Januari 2021.
Hingga Agustus 2020, investasi yang sudah
terserap untuk proyek berkapasitas 2 juta
ton konsentrat tembaga per tahun ini men-
capai US$ 300 juta. Arifin menyatakan,...
Page 4
Arifin stated that the target for completing
this project remains the same. "It is
planned to operate in 2023," said Arifin.
Meanwhile, PTFI and Mitsubishi Materials
Corporation (MMC) on November 13, 2020
signed a memorandum of understanding
(MoU) to increase capacity at PT Smelting.
PTFI and MMC as the largest shareholder
in PT Smelting will work together to
increase the smelter capacity from 1
million tons per year to 1.3 million tons.
This expan sion is al so targeted for
completion by th e end of Decem ber
2023.
Zero Percent Coal Royalty
Provisions, Government Still
Receives PNBP
Muhammad Ridwan
THE GOVERNMENT is certain to continue
to receive non-tax state revenue from the
coal sector, even though there is a zero
percent royalty requirement.
Energy and Mineral Resources Minister
Arifin Tasrif said that the zero percent
royalty provision was given to smelter
companies.
In addition, this provision can be enjoyed
by companies that provide added value to
coal commodities in accordance with Law
no. 3/2020.
"For that, all of them ar e subject to
regulations in accordance with the
Ministry of Finance. PNBP [non-tax state
revenue] as long as it will remain," he said
in a working meeting with Commission VII
DPR, Monday (23/11/2020).
Daily News Update
Arifin menyatakan, target penyelesaian
proyek ini masih tetap sama. "Direncana-
kan beroperasi pada tahun 2023," sebut
Arifin.
Sement ara itu, PTFI dan Mitsu bishi
Materials Corporation (MMC) pada 13
November 2020 telah menandatangani
nota kesepahaman (MoU) untuk me-
ningkatkan kapasitas di PT Smelting.
PTFI dan MMC sebagai pemegang saham
terbesar di PT Smelting akan bekerjasama
untuk meningkatkan kapasitas smelter dari
semula 1 juta ton per tahun menjadi 1,3
juta ton. Ekspansi ini juga ditargetkan
selesai pada akhir Desember 2023.
Ketentuan Royalti Batu Bara
Nol Persen, Pemerintah Tetap
Dapat PNBP
Muhammad Ridwan
P EMERINTAH dipastikan tet ap men-
dapatkan pendapatan negara bukan pajak
dari sektor batu bara kendati terdapat
ketentuan royalti nol persen.
Menteri Energi dan Sumber Daya Mineral
Arifin Tasrif mengatakan bahwa ketentuan
royalti nol persen tersebut diberikan
kepada perusahan-perusahaan smelter.
Selain itu, ketentuan itu dapat dinikmati
oleh perusahaan-perusahaan yang meng-
kerjakan nilai tambah pada komoditas batu
bara sesuai dengan UU No. 3/2020.
"Buat itu semua kena peraturan yang
berlaku sesuai Kemenkeu. PNBP [pene-
rimaan negara bukan pajak] selama itu
akan tetap," katanya dalam rapat kerja
dengan Komisi VII DPR, Senin (23/11/
2020).
Page 5
According to him, the provision of zero
percent royalties aim s to encourage
additional downstreaming programs that
add value to the government.
For example, removal programs such as
dimethyl ether (DME) r equire large
investment costs. In the future, the DME
product is expected to replace imported
LPG (liquefied petroleum gas).
"If the DME growth increases, it will
provide even greater consumption of low
calorie coal in the future," he said.
The provision of zero percent coal royalty
has been a concern in a working meeting
with Commission VII which was held
today. A number of council members
highlighted the fate of PNBP from the
mineral and coal sector due to this
provision.
Member of Commission VII Ratna Juwita
said that the government needed to
consider PNBP due to the stipulation of
this provision. This is because the mineral
and coal sector is one of the biggest
contributors to state PNBP.
He said that PNBP contributed by coal
royalties in 2018 was Rp 80 trillion and Rp
42.5 trillion in 2019.
"What I want to convey is whether there is
a calculation scheme between the increase
in downstream value and what coal has
contributed through this royalty because
we have to think again about which sector
we get PNBP from coal royalties," he said.
Editor: Zufrizal
Daily News Update
Menurutnya, pemberian royalti nol persen
bertujuan mendorong terjadinya penam-
bahan-penambahan program penghiliran
yang memberi nilai tambah untuk peme-
rintah.
Sebagai contoh, program penghiliran
seperti dimetil eter (DME) yang mem-
butuhkan biaya investasi yang besar.
Nantinya, produk DME itu diharapkan bisa
menggantikan impor LPG ( liquefied
petroleum gas).
"Kalau pertumbuhan DME meningkat ini
akan memberi konsumsi batu bara kalori
rendah lebih besar lagi ke depan," ungkap-
nya.
Ketentuan royalti batu bara nol persen itu
menjadi perhatian dalam rapat kerja
dengan Komisi VII yang digelar hari ini.
Sejumlah anggota dewan menyoroti nasib
PNBP dari sektor minerba akibat keten-
tuan itu.
Anggota Komisi VII Ratna Juwita mengata-
kan bahwa pemerintah perlu memper-
timbangkan PNBP aki bat pen etap an
ket entuan ter sebut. Pasalnya, sektor
minerba merupakan salah satu yang ber-
kontribusi cukup besar terhadap PNBP
negara.
Dia menuturkan bahwa PNBP yang di-
sumbangkan royalti batu bara pada 2018
sebesar Rp80 triliun dan Rp42,5 triliun
pada 2019.
"Yang ingin saya sampaikan apakah sudah
ada skema perhitungan antara kenaikan
nilai hilirisasi dengan apa yang sudah
disumbangkan batu bara melalui royalti ini
karena kita harus berpikir ulang dari
sektor mana lagi kita dapat PNBP dari
royalti batu bara," ungkapnya. Editor :
Zufrizal
Page 6
 These are the details of BUMI
Cs' plan to work on a coal
downstream project
Anisatul Umah, CNBC Indonesia
T HE GOVERNMENT continues to
encourage the increase in added value of
coal through downstreaming, so that it is
not just mining and selling.
One of the coal companies planning to
develop coal downstream is PT Arutmin
Indonesia, a subsidiar y of PT Bumi
Resources Tbk (BUMI), by converting coal
into methanol. This plan is part of the
requirements for the operational extension
of PT Arutmin Indonesia to become a
Special Mining Business License (IUPK)
from the previous Coal Mining Exploitation
Work Agreement (PKP2B).
Arutmin received an operational extension
to IUPK on November 2, which is valid for
the next 10 years.
Energy and Mineral Resources (MEMR)
Minister Arifin Tasrif said the Arutmin coal
downstream project is expected to start
operating in 2025. The downstream
project location from Arutmin is at IBT
Terminal, Pulau Laut, South Kalimantan
(Kalsel).
The raw material for coal that will be
absorbed is 6 million tons per year with a
GAR content of 3,700 kcal/kg. Later it will
produce methanol as much as 2.8 million
tons per year.
"The current status of this project is the
finalization of a pre-FS (feasibility study),"
he said during a working meeting with
Commission VII DPR RI, Monday (23/11/
2020).
Daily News Update
Ini Rincian Rencana BUMI Cs
Garap Proyek Hilirisasi Batu
Bara
Anisatul Umah, CNBC Indonesia
PEMERINTAH terus mendorong pening-
katan nilai tambah batu bara melalui hiliri-
sasi, sehingga tidak hanya gali dan menjual
saja.
Salah satu perusahaan batu bara yang
berencana mengembangkan hilirisasi batu
bara yaitu PT Arutmin Indonesia, anak
usaha PT Bumi Resources Tbk (BUMI),
dengan merubah batu bar a m enjadi
methanol. Rencana ini merupakan bagian
dari syarat perpanjangan operasional PT
Arutmin Indonesia menjadi Izin Usaha
Pertambangan Khusus (IUPK) dari sebelum-
nya Perjanjian Karya Pengusahaan Pertam-
bangan Batu Bara (PKP2B).
Arutmin telah menerima perpanjangan
operasional menjadi IUPK pada 2 November
lalu yang berlaku selama 10 tahun ke depan.
Menteri Energi dan Sumber Daya Mineral
(ESDM) Arifin Tasrif mengatakan proyek
hilirisasi batu bara Arutmin ini diperkirakan
akan mulai beroperasi pada 2025 men-
datang. Adapun lokasi proyek hilirisasi dari
Arutmin berada di IBT Terminal, Pulau Laut,
Kalimantan Selatan (Kalsel).
Bahan baku batu bara yang bakal diserap
sebanyak 6 juta ton per tahun dengan kadar
GAR 3.700 kcal/ kg. Nantinya akan mem-
produksi methanol sebanyak 2,8 juta ton per
tahun.
"Status dari proyek ini saat ini adalah
finalisasi kajian at au Pr a-FS (feasibility
study)," ujarnya saat Rapat Kerja dengan
Komisi VII DPR RI, Senin (23/11/2020).
Page 7
A coal downstream project in the form of
methanol products will also be undertaken
by a company under PT Bumi Resources
Tbk (BUMI), namely PT KPC. The coal to
methanol project i s planned to be
undertaken by KPC together with Ithaca
Group and Air Products.
The project, which is targeted to operate in
2024, is located in Bengalon, East
Kalimantan. The coal demand is estimated
to be around 5-6.5 million tons per year
with a GAR content of 4,200 kcal/kg. This
project will produce 1.8 million tons of
methanol per year. The current status is
the finaliz ation of FS and busin ess
schemes.
Another methanol project is planned to be
undertaken by PT Adaro Indonesia, a
subsidiary of PT Adaro Energy Tbk
(ADRO). This project is targeted to operate
in 2027, locat ed in Kotabaru, South
Kalimantan.
"Feedstock (coal needs) is around 1.3
million tons per year to produce 660
thousand tons of methanol per year.
Currently, the status is finalizing the study
(pre-FS)," he said.
In addition to converting coal into
methanol, another project that is currently
being worked on is the gasification project
into Dimethyl Ether (DME) which is
carried out by PT Bukit Asam Tbk (PTBA)
together with PT Pertamina (Persero) and
Air Products. This DME project can be a
substitute for liquefied petroleum gas
(LPG), so that it can reduce national LPG
imports.
This gasification project is located in
Tanjung Enim, South Sumatra. Through
this project, coal raw material is estimated
to be absorbed as much as 6.5 million tons
per year with a GAR content of 3,700 kcal
per kg and will produce DME products of
1.4 million tons per year.
Daily News Update
Proyek hilirisasi batu bara berupa produk
methanol juga akan dikerjakan oleh
perusahaan di bawah PT Bumi Resources
Tbk (BUMI) yakni PT KPC. Proyek coal to
methanol ini rencananya akan dikerjakan
KPC bersama dengan Ithaca Group dan Air
Product.
Proyek yang ditargetkan akan beroperasi
pada 2024 ini berlokasi di Bengalon,
Kalimantan Timur. Adapun kebutuhan
batu baranya diperkirakan sekitar 5-6.5
juta ton per tahun dengan kadar GAR 4.200
kcal/ kg. Proyek ini akan memproduksi 1.8
juta ton per tahun methanol. Status saat ini
yaitu sedang dilakukan finalisasi FS dan
skema bisnis.
Proyek methanol lainnya direncanakan
akan dikerjakan oleh PT Adaro Indonesia,
anak usaha PT Adaro Energy Tbk (ADRO).
Proyek ini ditargetkan beroperasi pada
2027 mendatang, berlokasi di Kotabaru,
Kalimantan Selatan.
"Feedstock (kebutuhan batu bara) sekitar
1,3 juta ton per tahun untuk memproduksi
660 ribu ton per tahun methanol. Saat ini
statu snya finali sasi kaji an (pra FS),"
ungkapnya.
Selain mengubah batu bar a men jadi
methanol, proyek l ain yang tengah
dikerjakan yaitu proyek gasifikasi menjadi
Dimethyl Ether (DME) yang dikerjakan PT
Bukit Asam Tbk (PTBA) bersama PT
Pertamina (Persero) dan Air Product.
Proyek DME ini bisa menjadi substitusi
liquefied petroleum gas (LPG), sehingga
bisa mengurangi impor LPG nasional.
Proyek gasifikasi ini berlokasi di Tanjung
Enim, Sumatera Selatan. Melalui proyek ini,
bahan baku batu bara diperkirakan bakal
terserap sebanyak 6,5 juta ton per tahun
dengan kandungan GAR 3.700 kcal per kg
dan akan menghasilkan produk DME
sebesar 1,4 juta ton per tahun.
Page 8
"The current status is finalizing the study
and the DME substitution scheme for LPG
substitution and negoti ating project
business schemes," he said. (wia)
DPR Warns Minister of EMR for
Smelter Construction Not to
Delay
Achmad Dwi Afriyadi - detikFinance
T HE WORKING meeting between
Commission VII DPR and Minister of EMR
Arifin Tasrif resulted in seven conclusions.
The conclusion of the meeting was read
out by the Chairman of the Commission
Suparwoto as chairman of the meeting,
Monday (23/11/2020).
First, Commission VII encourages th e
Minister of EMR to be consi stent in
formulating derivative regulations of Law
Number 11 concerning Job Creation in
order to facilitate investment and realize
oil and gas production targets, especially in
order to support Indonesia's energy
security in the future.
Second, Commission VII encourages the
Minister of EMR to disseminate coor-
dination and media related to the
delegation of licensing authority, especially
SIPB and IPR, with the provincial and
district/city governments in accordance
with laws and regulations.
Third, Commission VII encourages the
Minister of EMR to accelerate the plan and
implementation of the new use of coal into
dimethyl either (DME) as a substitute for
LPG in order to reduce LPG imports in the
future.
Daily News Update
"Status saat ini sedang finalisasi kajian dan
skema subtitusi DME untuk substitusi LPG
dan n egosiasi skem a bisni s proyek,"
ujarnya. (wia)
DPR Wanti-wanti Menteri ESDM
Pembangunan Smelter Jangan
Sampai Molor
Achmad Dwi Afriyadi - detikFinance
RAPAT kerja antara Komisi VII DPR dan
Menteri ESDM Arifin Tasrif menghasilkan
tujuh kesimpulan. Kesimpulan rap at
dibacakan Ketu a Komisi Suparwoto
sebagai pemimpin rapat, Senin (23/11/
2020).
Pertama, Komisi VII mendorong Menteri
ESDM untuk konsisten dalam merumuskan
peraturan turunan UU Nomor 11 tentang
Cipta Kerja agar dapat mempermudah
investasi dan m ereali sasi kan t arget
produksi migas khususnya dalam rangka
mendukung ketahanan energi Indonesia di
masa mendatang.
Kedua, Komisi VII mendorong Menteri
ESDM untuk melakukan sosialisasi koor-
dinasi dan media terkait pendelegasian
kewenangan perizinan khususnya SIPB
dan IPR dengan pemerintah provinsi dan
kabupaten/kota sesuai dengan peraturan
perundangan.
Ketiga, Komisi VII mendorong Menteri
ESDM untuk mempercepat rencana dan
pelaksanaan pemanfaatan baru bara
menjadi gas dimethyl either (DME) sebagai
pengganti LPG dalam rangka pengurangan
impor LPG ke depannya.
Page 9
Fourth, Commission VII urged the Minister
of EMR to continue to act decisively against
the delayed smelter construction.
Fifth, Commission VII urges the Minister of
EMR to submit a study of the economic
values and benefits of smelter construction
in Indonesia to be di scussed at
Commission VII's working meeting at the
next session.
Sixth, Commission VII urged the Minister of
EMR to maintain the DMO of coal for the
availability of coal primary energy for
electrical energy in Indonesia.
Finally, Commission VII asked the Minister
of EMR to submit written answers to all
questions from members and submitted to
members no later than December 3, 2020.
(acd/dna)
Domestic Coal Consumption 109
Million Tons as of October 2020
ENERGY and Mineral Resources (EMR)
Minister Arifin Tasrif said domestic coal
consumption reached 109 million tons by
October 2020.
This amount is equivalent to 70 percent of
the domestic market obligation (DMO)
target of 155 million tons.
Meanwhile, as of last October , the
realization of coal production reached 459
million tonnes or 83 percent of the 2020
production target. Of this total 327 million
tonnes were exported abroad.
"2020 domestic coal utilization is targeted
to reach 155 million tons or 28.2 percent of
the production target of 550 million tons,
an increase of 12.3 percent from...
Daily News Update
Keempat, Komisi VII mendesak Menteri
ESDM untuk terus bertindak tegas terhadap
pembangunan smelter yang terlambat.
Kelima, Komisi VII mendesak Menteri ESDM
agar men yampaikan kaji an nilai -nilai
ekonomi dan kemanfaatan pembangunan
smelter di Indonesia untuk dibahas pada
rapat kerja Komisi VII pada masa sidang
berikutnya.
Keenam, Komisi VII mendesak Menteri
ESDM agar tetap mempertahankan DMO
batu bara untuk ketersediaan energi primer
batu bara untuk energi listrik di Indonesia.
Terakhir, Komisi VII meminta Menteri ESDM
untuk menyampaikan jawaban tertulis atas
semua pertanyaan anggota dan disampaikan
kepada anggota paling lambat 3 Desember
2020. (acd/dna)
Konsumsi Batu Bara Domestik
109 Juta Ton per Oktober 2020
MENTERI Energi dan Sumber Daya Mineral
(ESDM) Arifin Tasrif mengatakan konsumsi
batu bara di dalam negeri mencapai 109 juta
ton hingga Oktober 2020.
Jumlah tersebut setara dengan 70 persen
dari target konsumsi domestik (domestic
market obligation/DMO) sebesar 155 juta
ton.
Sementara, p er Oktober lalu, realisasi
produksi batu bara mencapai 459 juta ton
atau 83 persen dari target produksi 2020.
Dari total tersebut 327 juta ton diantaranya
diekspor ke luar negeri.
"2020 pemanfaatan batu bara domestik
ditargetkan mencapai 155 juta ton atau 28,2
persen dari target produksi sebesar 550 juta
ton, meningkat 12,3 persen dari...
Page 10
an increase of 12.3 percent from the
realization of the DMO in 2019 which
amounted to 138 million tons with a
production of 616 million tons," Arifin said
at the Comm ission. VII DPR, Monday
(23/11).
Arifin explained that the utilization of coal
in 2020 is targeted at most for PLN, which
is 109 million tons or 70 percent of the
total target of domestic coal utilization.
Then, there is a target utilization by the
processing and refining industry of 16.52
million tons, the fertilizer industry of 1.73
million tons, the cement industry of 14.54
million tons, the textile industry of 6.54
million tons, and the paper industry of 6.
64 million tons.
"The projected use of domestic coal will
continue to increase and is expected to
reach 277 million tons by 2040," Arifin
explained.
On the other hand, based on the records of
the Ministry of EMR, until October 2020
electricity absorption by PLN was only
87.83 million tons or 80.57 percent.
Meanwhile, in other industries, the use of
coal has also decreased significantly. For
the type of paper industry, for example,
until October it had only reached 1.02
million tons. Then, coal consumption for
textiles has only reached 0.20 million tons.
(hrf/sfr)
Daily News Update
meningkat 12,3 persen dari realisasi DMO
tahun 2019 yang sebesar 138 juta ton
dengan produksi 616 juta ton," ucap Arifin
di Komisi VII DPR, Senin (23/11).
Arifin memaparkan, pemanfaatan batu
bara pada 2020 ditargetkan paling banyak
untuk PLN yakni sebesar 109 juta ton atau
70 persen dari total target pemanfaatan
batu bara domestik.
Kemudian, ada target pemanfaatan oleh
industri pengolahan dan pemurnian
sebesar 16,52 juta ton, industri pupuk
sebesar 1,73 juta ton, industri semen
sebesar 14,54 juta ton, industri tekstil
sebesar 6,54 juta ton, serta industri kertas
sebesar 6,64 juta ton.
"Proyeksi pemanfaatan batu bara dalam
negeri tersebut akan terus meningkat dan
diperkirakan akan mencapai 277 juta ton
pada tahun 2040," terang Arifin.
Di sisi lain, berdasarkan catatan kemen-
terian ESDM, sampai O ktober 2020
penyerapan listrik oleh PLN baru 87,83
juta ton atau 80,57 persen.
Sementara di industri lain, pemanfaatan
batu bara juga berkurang banyak. Untuk
jenis industri kertas misalnya, hingga
Oktober baru tercapai 1,02 juta ton. Lalu,
konsumsi batu bara untuk tekstil baru
tercapai 0,20 juta ton. (hrf/sfr)
Page 11
 The government has not yet
decided on the position of the
former Arutmin land
Reporter: Ridwan Nanda Mulyana | Editor:
Tendi Mahadi
THE GOVERNMENT has yet to decide on a
stance regarding the continuation of the
land for former PT Arutmin Indonesia by
40.1%, which was cut after the extension
of operations until 2030.
Arutmin himself previously held the status
of a Coal Mining Concession Work
Agreement (PKP2B) whose contract period
ended on November 1, 2020. Then, on
November 2, 2020, the government
through the Minister of EMR has granted
an extension of the first 10-year operating
permit, so Arutmin's status has now
changed to Speci al Mining Busin ess
Licen se (IUPK) as a continu ation of
contract/agreement operations.
Director General of Mineral and Coal
(Dirjen Minerba) of the Ministry of EMR
Ridwan Djamaludin revealed that no
decision has been made on the land. "It
hasn't been decided yet," said Ridwan at
the DPR RI Building, Monday (23/11).
For information, th e ext en sion of
Arutmin's operations was given through
the Decree of the Minister of EMR of the
Republic of Indonesia No. 221K/33/
MEM/2020 concerning Special Mining
Business Permits as a Continuation of PT
Arutmin Indonesia's Contract Operation/
Extension Agreement.
The IUPK is granted for a period of 10 (ten)
years until November 1, 2030 and can be
ext ended in accordance with th e
provisions of laws and regulations.
Daily News Update
Pemerintah belum tentukan
sikap soal lahan eks Arutmin
Reporter: Ridwan Nanda Mulyana | Editor:
Tendi Mahadi
PEMERINTAH hingga kini belum menen-
tukan sikap terkait kelanjutan lahan eks PT
Arutmin Indonesia sebesar 40,1% yang
dipangkas usai pemberian perpanjangan
operasi hingga 2030.
Arutmin sendiri sebelumnya berstatus
sebagai pemeg ang Perjanji an Karya
Pengusahaan Pertambangan Batubara
(PKP2B) yang masa kontraknya sudah
berakhir pada 1 November 2020. Lalu,
pada 2 November 2020, pemerintah
melalui Menteri ESDM telah memberikan
perpanjangan izin operasi 10 tahun
pertama, sehingga status Arutmin kini
berubah menjadi Izin Usaha Pertambangan
Khusus (IUPK) sebagai kelanjutan operasi
kontrak/perjanjian.
Direktur Jenderal Mineral dan Batubara
(Dirjen Minerba) Kementerian ESDM
Ridwan Djamaludin mengungkapkan
belum ada keputusan yang diambil untuk
lahan tersebut. "Belum diputuskan," ujar
Ridwan di Gedung DPR RI, Senin (23/11).
Sebagai informasi, perpanjangan operasi
Arutmin diberikan melalui Keputusan
Menteri ESDM Republik Indonesia No.
221K/33/MEM/2020 tentang Izin Usaha
Pertambangan Khusus Sebagai Kelanjutan
Operasi Kontrak/Perjanjian Perpanjangan
PT Arutmin Indonesia.
IUPK tersebut diberikan untuk jangka
waktu selama 10 (sepuluh) tahun sampai
dengan tanggal 1 November 2030 dan
dapat diperpanjang sesuai dengan keten-
tuan peraturan perundang-undangan.
Page 12
That way, Arutmin can continue operations
for the next 10 years, then can be extended
for another 10 years. Referring to Article
169 A of Law Number 3 of 2020 (Minerba
Law), Arutmin can get two extensions in
the form of IUPK as a continuation of
contract operations/agreements for a
maximum period of 10 years, taking into
account efforts to increase state revenue.
On the other hand, Ridwan cannot confirm
that other companies holding Coal Mining
Concession Work Agreements (PKP2B)
will have their contracts expiring in the
next few years.
As in formation, a number of first-
generation PKP2B companies will expire,
including PT Kendilo Coal Indonesia on
September 13, 2021, PT Kaltim Prima Coal
on December 31, 2021, PT Multi Harapan
Utam a on April 1, 2022, PT Ad aro
Indonesia on October 1, 2022, PT Kideco
Jaya Agung on March 13, 2023, and PT
Berau Coal on April 26, 2025. "One by one,
we will review one by one," Ridwan
concluded.
Being Jokowi's Strategic Project,
Luhut Speeds Up Nickel
Downstreaming
Muhammad Choirul Anwar, CNBC Indonesia
DOWNSTREAM nickel was included as one
of the National Strategic Projects (PSN)
under President Joko Widodo (Jokowi). The
Coordinating Ministry for Maritime Affairs
and Investment (Kemenkomarves) under
Coord inating Min ister Luhut Binsar
Pandjaitan continues to accelerate the PSN
acceleration, one of which is through the
construction of a nickel smelter in Sulawesi.
Daily News Update
Dengan begitu, Arutmin bisa melanjutkan
operasi selama 10 tahun ke depan, lalu bisa
diperpanjang untuk 10 tahun berikutnya.
Merujuk pada Pasal 169 A Undang-Undang
Nomor 3 Tahun 2020 (UU Minerba), Arutmin
bisa mendapatkan dua kali perpanjangan
dalam bentuk IUPK sebagai kelanjutan operasi
kontrak/perjanjian masing-masing untuk
jangka waktu paling lama 10 tahun, dengan
mempertimbangkan upaya peningkatan pene-
rimaan negara.
Di sisi lain, Ridwan pun belum bisa memasti-
kan untuk perusahaan pemegang Perjanjian
Karya Pengusahaan Pertambangan Batubara
(PKP2B) lainnya yang akan habis masa
kontraknya beberapa tahun ke depan.
Sekedar informasi, sejumlah perusahaan
PKP2B generasi pertama akan habis kontrak-
nya antara lain PT Kendilo Coal Indonesia
pada 13 September 2021, PT Kaltim Prima
Coal pada 31 Desember 2021, PT Multi
Harapan Utama pada 1 April 2022, PT Adaro
Indonesia pada 1 Oktober 2022, PT Kideco
Jaya Agung pada 13 Maret 2023, dan PT
Berau Coal pada 26 April 2025. "Satu-satu,
dikajinya satu-satu," pungkas Ridwan.
Jadi Proyek Strategis Jokowi,
Luhut Kebut Hilirisasi Nikel
Muhammad Choirul Anwar, CNBC Indonesia
HILIRISASI nikel masuk sebagai salah
satu Proyek Strategis Nasional (PSN) era
Presiden Joko Widodo (Jokowi). Kemen-
terian Koordinator Maritim dan Investasi
(Kemenkomarves) di bawah Menko Luhut
Binsar Pandjaitan terus mengakselerasi
percepatan PSN tersebut, salah satunya
melalui pembangunan smelter nikel di
Sulawesi.
Page 13
Assistant Deputy for Investment and
Mining Coordination at the Ministry of
Maritime Affair s, Tubagus Nugraha,
revealed that the government provides
various licensing facilities, both those
issued by the Central Government and
Regional Governments which have the
authority in accordance with the provisions
of laws and regulations.
This step is a manifestation of the govern-
ment's commitment to strengthen the
competitiveness of the national industry at
the world level and increase the added
value of the nickel commodity. His party
has also directly reviewed the readiness of
a number of smelters in Sulawesi that are
included in the PSN proposal, including
Indonesia Morowali Industrial Park (IMIP)
Morowali, Virtue Dragon Nickel Industry
(VDNI) in Konawe and PT Ceria Nugraha
Indotama (CNI) in Kolaka Reg ency,
Southeast Sulawesi.
"As a Domestic In vestmen t (PMDN),
Indonesia must be proud of PT CNI's
strategic steps. We will support this PSN to
succeed," he said in an official statement,
quoted by CNBC Indonesi a, Monday
(23/11/20).
According to him, Sulawesi is now the
epicenter of nickel in Indonesia. Based on
the mapping of the Geological Agency in
July 2020, Indonesia has nickel or e
resources of 11,887 million tonnes
(inferred 5,094 million tonnes, indicated
5,094 million tonnes, measured 2,626
tonnes, hypothetical 228 million tonnes)
and ore reserves of 4,346 million tonnes
(proven 3,360 million tonnes and estimated
986 million tonnes). Meanwhile, the total
metal resources reached 174 million tons
and 68 million tons of metal reserves.
The areas of Southeast Sulawesi, Central
Sulawesi and North Maluku have the
greatest potential in Indonesia to date.
Tubagus explained that...
Daily News Update
Asisten Deputi Bidang Koordinasi Investasi
dan Pertam bang an Kemen komarves
Tubagus Nu grah a mengungkapkan,
pemerintah memberikan berbagai fasilitas
perizinan, baik yang dikeluarkan oleh
Pemerintah Pusat maupun Pemerintah
Daerah yang memiliki kewenangan sesuai
dengan ketentuan peraturan perundang-
undangan.
Langkah ini sebagai wujud komitmen
pemerintah untuk memperkuat daya saing
industri nasional di tingkat dunia dan
meningkatkan nilai tambah komoditi nikel.
Pihaknya juga telah meninjau langsung
kesiapan sejumlah smelter di Sulawesi
yang masuk dalam usulan PSN, diantara-
nya Indonesia Morowali Industrial Park
(IMIP) Morowali, Virtue Dragon Nickel
Industry (VDNI) di Konawe dan PT Ceria
Nugraha Indotama (CNI) di Kabupaten
Kolaka, Sulawesi Tenggara.
"Sebagai Penanaman Modal Dalam Negeri
(PMDN), Indonesia harus bangga dengan
langkah PT CNI yang sangat strategis ini.
Kami akan mendukung agar PSN ini
berhasil," ujarnya dalam keterangan resmi,
dikutip CNBC Indonesia, Senin (23/11/20).
Menurutnya, Sulawesi kini menjadi epi-
sentrum nikel di Indonesia. Berdasarkan
pemetaan Badan Geologi pada Juli 2020,
Indonesia memiliki sumber daya bijih nikel
sebesar 11.887 juta ton (tereka 5.094 juta
ton, terunjuk 5.094 juta ton, terukur 2.626
ton, hipotetik 228 juta ton) dan cadangan
bijih sebesar 4.346 juta ton (terbukti 3.360
juta ton dan terkira 986 juta ton).
Sedangkan untuk total sumber daya logam
mencapai 174 juta ton dan 68 juta ton
cadangan logam.
Area Sulawesi Tenggara, Sulawesi Tengah,
dan Maluku Utara punya potensi yang
terbesar di Indonesia sampai dengan saat
ini. Tubagus menjelaskan,...
Page 14
Tubagus explained that the PSN proposal
was an effort to provide employment and
reduce imports and Indonesia's trade
balance deficit.
According to Tubagus, Kolaka Regency is
one of Indonesia's nickel barns. Therefore,
by making the PT CNI smelter a PSN, the
downstream nickel will generate added
value and accelerate the regional and
national economy.
"And the most important thing is to create
jobs. We estimate that if the PT CNI smelter
operates, it will absorb more than 4,000
workers," he added.
"The main things that must be accelerated
are Building Use Rights (HGB) permits,
electrical energy support and smelter
construction plans," he added.
Meanwhile, Deputy Director of PT CNI Djen
Rizal explained that as PMDN, PT CNI is
fully committed to the nickel and cobalt
downstream program to support the
electric car industry.
According to Djen Rizal, currently PT CNI is
building a Saprolite Nickel ore processing
plant with RKEF technology consisting of a
total of 4 lines each of 72 MVA, Rectangular
Furnace through 3 development phases
(equivalent to 8 lines 36 MVA Circular
Furnace). Phase 1 1 line 72 MVA, Phase 2 1
line 72 MVA, and Phase 3: 2 line 72 MVA.
Total feed mill 5,600,000 tonnes per year
with 1.59% Ni. The construction was
carried out by a consortium of SOE China
ENFI and Indonesian SOE PT Pem-
bangunan Perumahan (PP), each of which
was a leading SOE in its field.
For production, the plan is for 252,000
tons per year of Ferronickel (FeNi) with a
metal content of 22% Ni. The total electric
power required is 350 MW from PLN.
Daily News Update
Tubagus menjelaskan, usulan PSN ini
sebagai upaya untuk penyediaan lapangan
kerja dan menurunkan impor dan defisit
neraca perdagangan Indonesia.
Menurut Tubagus, Kabupaten Kolaka men-
jadi salah satu lumbung Nikel Indonesia.
Oleh karena itu, dengan menjadikan smelter
PT CNI sebagai PSN, hilirisasi nikel akan
menghasilkan nilai tambah dan mendorong
percepatan ekonomi daerah dan nasional.
"Dan yang paling penting menciptakan
lapangan kerja. Kami p erkirakan , jika
smelter PT CNI beroperasi, akan melebihi
4.000 tenaga kerja yang terserap," imbuh-
nya.
"Hal utama yang harus dipercepat adalah
izin Hak Guna Bangunan (HGB), dukungan
energi listrik dan rencana pembangunan
smelter," imbuhnya.
Sementara itu, Deputi Direktur PT CNI Djen
Rizal menjelaskan bahwa sebagai PMDN, PT
CNI berkomitmen penuh dalam program
hilirisasi nikel dan cobalt untuk mendukung
industri mobil listrik.
Menurut Djen Rizal, saat ini PT CNI sedang
membangun pabrik pengolahan bijih Nikel
Saprolit dengan teknologi RKEF yang terdiri
dari total 4 line masing-masing 72 MVA,
Rectangular Fu rnace m elalui 3 fase
pembangunan (setara 8 line 36 MVA Circular
Furnace). Phase 1 1 line 72 MVA, Phase 2 1
line72 MVA, dan Phase 3 2 line 72 MVA.
Total umpan pabrik 5.600.000 ton per tahun
dengan 1.59% Ni. Pembangunan dilakukan
oleh konsorsium BUMN China ENFI dan
BUMN Indonesi a PT Pembangun an
Perumahan (PP) di mana masing-masing
merupakan BUMN yang terkemuka dalam
bidangnya.
Untuk produksi, rencana 252.000 ton per
tahun Feronikel (FeNi) dengan kandungan
logam 22% Ni. Total tenaga listrik di-
perlukan sebesar 350 MW dari PLN.
Page 15
The plant life of PTCNI's mine ore supply is
estimated to cover more than 20 years of
operation (based on the estim ated
resources and current reserves of nickel
ore supply that are mined in-house in the
CNI WIUP.
PT CNI will also build a Limonite ore
processing plant with HPAL technology
which will process 6,800,000 tons of ore
per year with a planned production of
more than 103,000 tons of MHP per year
(40,050 tons of Nickel and 4,118 tons of
Cobalt).
"The required electricity capacity is 350
MW with an estimated plant life of more
than 20 years of operation," he explained.
Head of BPN Kolaka Isman T ama
emphasized that currently the process of
examining the completeness of the HGB file
is ongoing. Once all the document s
submitted by PT CNI are fulfilled, they will
then be submitted to the Regional Office,
because this is the authority of the Ministry
of ATR/BPN.
"We fully support the construction of the
PT Ceria smelter. Once all the documents
for the issuance of the HGB permit are
fulfilled, we will immediately submit it to
the Regional Office. If possible, quickly,
why take it longer," he explained.
Meanwhile, Husaini, th e Director of
Regulation and Establishment of Land and
Space Rights, the Directorate General of
Legal Relations of the Ministry of ATR/
BPN, also supports PT CNI's smelter
proposal as a National Strategic Project.
He revealed that one of the main concerns
of his party was related to the HGB permit.
The reason is, this permit is important to
ensure that investment is not hampered.
"This HGB permit is our concern. We will
make sure this permit is a faster process,"
he added.
Daily News Update
Umur pabrik dari suplai bijih tambang
PTCNI diperkirakan mencukupi lebih dari
20 tahun operasi (berdasarkan estimasi
sumber daya dan cadangan saat ini dari
suplai bijih nikel yang di tambang sendiri
di WIUP CNI.
PT CNI juga akan membangun pabrik
pengolahan bijih Limonit dengan teknologi
HPAL yang akan mengolah 6.800,000 ton
bijih pertahun dengan rencana produksi
lebih dari 103.000 ton MHP per tahun
(40.050 ton Nikel dan 4.118 ton Cobalt).
"Kapasitas listrik yangdibutuhkan sebesar
350 MW dengan umur pabrik diperkirakan
dapat mencapai lebih dari 20 tahun
operasi," jelasnya.
Kepala BPN Kolaka Isman Tama menegas-
kan, saat ini sementara berjalan proses
pemeriksaan berkas kelengkapan HGB.
Begitu semua kelengkapan berkas yang
diserahkan pihak PT CNI terpenuhi, selan-
jutnya akan diserahkan kepada Kanwil,
sebab hal tersubut adalah kewenangan
Kementerian ATR/BPN.
"Kami mendukung penuh pembangunan
smelter PT Ceria. Begitu semua keleng-
kapan berkas untuk penerbitan izin HGB
terpenuhi semua, langsung kami serahkan
ke Kanwil. Kalau bisa cepat, untuk apa
diperlama," jelasnya.
Sementara itu, Husaini Direktur Peng-
aturan dan Penetapan Hak Tanah dan
Ruang, Direktorat Jenderal Hubungan
Hukum Keagrariaan Kementerian ATR/
BPN, juga mendukung usulan smelter PT
CNI sebagai Proyek Startegis Nasional.
Ia mengungkapkan, salah satu yang
menjadi perhatian utama oleh pihaknya
terkait izin HGB. Pasalnya, izin ini penting
untuk memastikan investasi tidak ter-
hambat.
"Izin HGB ini menjadi perhatian kita. Kami
akan memastikan perizinan ini prosesnya
lebih cepat," imbuhnya.
Page 16
Based on the Attachment of the Letter of the
Coordinating Minister for Economic Affairs
to the President of the Republic of Indonesia
number IPW/110/M.EKON/05/2020 dated
May 14, 2020 regarding the Report on the
Results of the Review of Proposed National
Strategic Projects (PSN) and the Proposed
Revision of Presidential Decree 56/2018, PT
Ceria Smelter Project Nugraha Indotama
has been included in the Proposed PSN
Smelter Sector List.
The status of the PSN will be determined
through the Revised Presidential Regulation
Number 56 of 2018 which is currently still
being processed and the draft Perpres is
already on the President's desk. (wia)
Continues to Increase, National
Coal Needs are Projected to
Reach 277 Million Tons by 2040
Athika Rahma
M INISTER of Energy and Min eral
Resources (MEMR) Arifin Tasrif explained
the projected domestic demand for coal
that will continue to increase in the period
2020 to 2040.
By 2021, coal demand is predicted to reach
172 million tons. At its peak, Indonesia will
need around 277 million tonnes by 2040.
"The projected demand for coal will
continue to increase, and by 2040 it will
reach 277 million tons," Arifin explained in
a joint working meeting with Commission
VII DPR RI, Monday (23/11/2020).
For this year, Indonesia needs 155 million
tons of coal, 70 percent of which is
allocated to PT Perusahaan Listrik Negara
(PLN) or as much as 109 million tons.
Daily News Update
Berdasarkan Lampiran Surat Menteri
Koordinator Bidang Perekonomian kepada
Presiden Republi k Indonesi a nomor
IPW/110/M.EKON /05/2020 tanggal 14
Mei 2020 hal Laporan Hasil Review Usulan
Proyek Strategis Nasional (PSN) serta
Usulan Revisi Perpres 56/2018, Proyek
Smelter PT Ceria Nugraha Indotama telah
masuk dalam Daftar Usulan PSN Sektor
Smelter.
Status PSN t er sebut akan ditetapkan
melalui Revisi Peraturan Presiden Nomor
56 Tahun 2018 yang saat ini masih sedang
berproses dan Draft Perpresnya sudah
berada di meja Presiden. (wia)
Terus Naik, Kebutuhan Batu
Bara Nasional Diproyeksi Capai
277 Juta Ton pada 2040
Athika Rahma
MENTERI Energi dan Sum ber Daya
Mineral (ESDM) Arifin Tasrif membeber-
kan proyeksi kebutuhan batu bara dalam
negeri yang terus meningkat dalam kurun
waktu 2020 hingga 2040.
Pada 2021, kebutuhan batu bara diprediksi
mencap ai 172 jut a ton. Puncaknya,
Indonesia membutuhkan sekitar 277 juta
ton pada tahun 2040.
"Proyeksi kebutuhan batu bara akan terus
meningkat, dan pada tahun 2040 akan
mencapai 277 juta ton," jelas Arifin dalam
rapat kerja bersama Komisi VII DPR RI,
Senin (23/11/2020).
Untuk tahun ini, Indonesia membutuhkan
155 juta ton batu bara yang 70 persen
dialokasikan kepada PT Perusahaan Listrik
Negara (PLN) atau sebanyak 109 juta ton.
Page 17
Then, 11 p ercent i s allocat ed for
processing and refining of 16.52 million
tons, 10 percent for cement (14.54 million
tons), 4 percent each for textiles and paper
(6.54 million tons) and 1 percent or 1, 73
million tonnes for fertilizer.
Meanwhile, the national coal production is
targeted to reach 550 million tons by 2020.
As of October 2020, the realization will
reach 459 million tons, or about 83 percent
of the target.
Then, the export realization was recorded
at 327 million tons with a value of USD
13.38 billion. For domestic coal fulfillment,
the progress is reaching 109 million tons
or around 70 percent of the target.
Coal is still the backbone of national
electricity until 2050
Previously, the government continued to
encourage the presence of electricity for all
Indonesians. As of September 2020, the
electrification ratio has reached 99.15
percent, growing by 11 percent compared
to 2015, which was 88.3 percent.
The growth of the electrification ratio from
year to year has also increased, in line with
the increase in the number of villages
electrified by PLN. In the last five years, as
many as 12 thousand villages have been
electrified.
In 2015, the number of new electrified
villages was 70,391, increasing to 83,028
villages with electricity in September 2020.
In terms of energy sources, coal power
plants are estimated to still dominate
power plants in Indonesia with a share of
up to 45 percent in 2018 and will be 50
percent in 2050.
On the other hand, the demand for coal for
the industrial sector is also quite high. Coal
is indispensable for the industrial sector in
the fields of cement, paper and textile
processing. Coal consumption growth for...
Daily News Update
Kemudian, 11 per sennya di alokasikan
untuk pengolahan dan pemurnian sebesar
16,52 juta ton, 10 persen untuk semen
(14,54 juta ton), masing-masing 4 persen
untuk tekstil dan kertas (6,54 juta ton) dan
1 persen atau 1,73 juta ton untuk pupuk.
Adapun, produksi batu bara nasional di-
targetkan mencapai 550 juta ton pada tahun
2020. Per Oktober 2020, realisasinya men-
capai 459 juta ton, atau sekitar 83 persen
dari target.
Kemudian, realisasi ekspor tercatat men-
capai 327 juta ton dengan nilai USD 13,38
miliar. Untuk pemenuhan batu bara dalam
negeri, progressnya mencapai 109 juta ton
atau sekitar 70 persen dari target.
Batu Bara Masih jadi Tulang Punggung
Listrik Nasional hingga 2050
Sebelumnya, pemerintah terus mendorong
hadirnya listrik bagi seluruh masyarakat
Indonesia. Hingga September 2020, rasio
elektrifikasi telah mencapai 99,15 persen,
tumbuh sebesar 11 persen dibandingkan
tahun 2015 yang nilainya 88,3 persen.
Pertumbuhan rasio elektrifikasi dari tahun
ke tahun juga meningkat, sejalan dengan
peningkatan jumlah desa yang terlistriki
oleh PLN. Dalam lima tahun terakhir,
sebanyak 12 ribu desa berhasil dilistriki.
Pada tahun 2015, jumlah desa berlistrik
baru sebesar 70.391, meningkat menjadi
83.028 desa berlistrik pada September
tahun 2020.
Dari sisi sumber energi, PLTU batubara di-
perkirakan masih tetap mendominasi pem-
bangkit listrik di Indonesia dengan pangsa
mencapai 45 persen pada tahun 2018 dan
akan menjadi 50 persen pada tahun 2050.
Di sisi lain, kebutuhan batu bara untuk
sektor industri juga cukup tinggi. Batu bara
sangat diperlukan untuk sektor industri di
bidang pengolahan semen, kertas, dan
tekstil. Pertumbuhan konsumsi batu bara
untuk...
Page 18
Coal consumption growth for the industrial
sector is estimated to continue to increase
with an average consumption growth rate
of 3.3 percent per year.
"In general, domestic absorption in the
first half of this year was quite affected by
the Covid-19 pandemic," said APBI
Executive Director Hendra Sinadia in
Jakarta, Saturday (11/14/2020).
APBI projects that this year's domestic coal
absorption could reach 120 million tons, or
lower than the Domestic Market Obligation
(DMO) target set by the Ministry of EMR of
155 million tons.
Anticipating the high demand for coal, the
integrated energy company PT ABM
Investama Tbk., (ABM) as one of the
national coal producers provides optimal
support to meet domestic energy needs.
ABM also continues to be committed to
supporting energy supply to PLN in
meeting the availability of electricity for
the community.
Coal Demand Contraction
Meanwhile, to get around the contraction
in coal demand ABM is developing a
busin ess model through integrated
synergy of its subsidiaries, from mining,
transportation, maintenance of heavy
equipment to fuel supply. This efficient
production process is ABM's key strategy
to maintain financial performance amid the
Covid-19 pandemic.
"We will continu e to improve the
application of mining value chains, by
carrying out synergies between sub-
sidiaries and focusing on optimizing the
productivity of the su bsidi aries, in
anticipation of this year's economic slow-
down," said ABM Investama President
Director Andi Djajanegara some time ago.
Daily News Update
Pertumbuhan konsumsi batu bara untuk
sektor industri diperkirakan akan terus
meningkat dengan laju pertumbuhan
konsumsi rata-rata 3,3 persen per tahun.
"Secara umum serapan domestik pada
paruh pertama tahun ini cukup terimbas
dampak pandemi Covid-19," kata Direktur
Eksekutif APBI Hendra Sinadia di Jakarta,
Sabtu (14/11/2020).
APBI memproyeksikan serapan batu bara
domestik tahun ini bisa mencapai 120 juta
ton atau lebih rendah dari target Domestic
Market Obligation (DMO) yang ditetapkan
Kementerian ESDM sebanyak 155 juta ton.
Mengantisipasi tetap tingginya kebutuhan
batu bara tersebut, Perusahaan energi
terintegrasi PT ABM Invest ama Tbk.,
(ABM) sebagai salah satu produsen batu-
bara nasional memberikan dukungan
optimal untuk memenuhi kebutuhan
energi dalam negeri. ABM juga terus
berkomitmen mendukung penyediaan
energi kepada PLN dalam memenuhi
ketersediaan listrik bagi masyarakat.
Kontraksi Permintaan Batu Bara
Sementara untuk menyiasati kontraksi
permintaan batu bara ABM mengem-
bangkan model bisnis melalui sinergi anak
usahanya yang terintegrasi mulai dari
pertambangan, transportasi, perawatan
alat berat hingga penyediaan bahan bakar.
Proses produksi yang efisien tersebut
menjadi strategi kunci ABM untuk menjaga
kinerja keuangan di tengah pandemi
Covid-19.
"Kami akan terus meningkatkan pene-
rapan mining value chain, dengan melak-
sanakan sinergi antar anak usaha dan
fokus ke pengoptimalan produtivitas anak
perusahaan, dalam mengantisipasi per-
lambatan ekonomi tahun ini," ujar Direktur
Utama ABM Investama, Andi Djajanegara,
beberapa waktu lalu.
Page 19
ABM continues to spur healthy growth of
all its subsidiaries, such as adding mining
contracts through its subsidiary PT Cipta
Kridatama (CK), increasing coal production
volume through subsidiary PT Reswara
Minergi Hart ama (Resw ara), and
increasing coal reserves by increasing the
concession period.
The same thing is done by PT Bukit Asam
(Persero) by cooperating with PT Pelindo
II to transport its coal production.
In addition, Bukit Asam is also preparing a
downstream strategy to increase the added
value of coal. The downstream project
construction preparation is planned to
start in mid-2021 and target operations in
2025. This downstream project is also part
of the National Strategic Program as
stipulated in Presidential Regulation No.
18/2020.
A number of projects are
hampered by a pandemic, the
Minister of EMR is targeting 53
mineral smelters in 2024
Reporter: Ridwan Nanda Mulyana | Editor:
Tendi Mahadi
M INISTER of Energy and Min eral
Resources (MEMR) Arifin Tasrif admitted
that the Covid-19 pandemic has hampered
the construction of a mineral refining and
processing facility (smelter) project. Even
so, the ESDM Ministry is still targeting
additional new smelters to operate, so that
it can reach 53 smelters by 2024.
Daily News Update
ABM terus memacu pertumbuhan yang
sehat dari seluruh entitas anak usahanya,
seperti menambah kontrak pertambangan
melalui anak usaha PT Cipta Kridatama
(CK), meningkatkan volume produksi batu
bara melalui anak usaha PT Reswara
Minergi Hartama (Reswara), serta me-
ningkatkan cadangan batubara dengan
menambah masa konsesi.
Hal yang sama juga dilakukan oleh PT
Bukit Asam (Persero) dengan meng-
gandeng PT Pelindo II untuk mengangkut
hasil produksi batubaranya.
Selain itu, Bukit Asam juga menyiapkan
strategi hilirisasi untuk meningkatkan nilai
tambah batubara. Persiapan konstruksi
proyek hilirisasi direncanakan dimulai
pada pertengahan 2021 dan target operasi
di 2025. Proyek hilirisasi ini juga sebagai
bagian dari Program Strategis Nasional
sebagaimana tertuang dalam Peraturan
Presiden Nomor 18 Tahun 2020.
Sejumlah proyek terhambat
pandemi, Menteri ESDM
targetkan 53 smelter mineral di
2024
Reporter: Ridwan Nanda Mulyana | Editor:
Tendi Mahadi
MENTERI Energi dan Sum ber Daya
Mineral (ESDM) Arifin Tasrif mengakui
pandemi covid-19 menghambat pem-
bangunan proyek fasilitas pemurnian dan
pengolahan (smelter) mineral. Kendati
begitu, Kementerian ESDM tetap menar-
getkan tambahan smelter baru yang ber-
operasi, sehingga bisa mencapai 53 smelter
pada tahun 2024.
Page 20
Arifin said that until November 2020, there
were 18 smelters that had been completed
and operated. In addition, there are still 35
smelter unit s that ar e still under
construction. "It is expected that by 2024,
there will be 53 smelters with a total
investment of US$ 19.9 billion," said Arifin
at the Joint Commission VII DPR RI
Working Meeting, Monday (23/11).
He al so admitt ed th at th e Covid -19
pandemic had hampered the work of the
smelter project. There are three obstacles
that occur due to the pandemic. First, the
delay in the delivery of equipment and the
arrival of experts from outside countries.
Second, the implementation of the PSBB in
Indonesia hinders labor mobilization and
logistics. Third, a p ending funding
agreement. Unfortunately, he did not
disclose the number of smelters that had
experi enced obst acles and were
threatened with operating not according to
schedule.
Arifin only claimed that the government
had facilitated it in an effort to accelerate
smelter construction. There were five
programs that were explained by Arifin at
the Working Meeting. First, hold a meeting
with smelter builders to find out the
obstacles they are facing.
Second, conducting a one on one meeting
between the smelter builder and PT PLN
(Persero). Third, compilation of infor-
mation on the memo of the smelter
construction company to be offered to
potential investors and potential lenders.
Fourth, holding a one on one meeting and
collaboration with MKU Services LLC in
Houston, United States in the context of
market sounding to find investors. Fifth,
coordination with the Coordinating
Ministry for the Economy in encouraging
the con struction of sm elter s by
incorporating them into national strategic
projects.
Daily News Update
Arifin menyampaikan, hingga November
2020, terdapat 18 smelter yang telah
selesai dibangun dan beroperasi. Selain itu,
masih ada 35 unit smelter yang masih
dalam progres pembangunan. "Diharapkan
sampai dengan tahun 2024, akan di-
selesaikan menjadi 53 smelter dengan total
investasi US$ 19,9 miliar," kata Arifin
dalam Rapat Kerja bersama Komisi VII DPR
RI, Senin (23/11).
Dia pun mengakui, pandemi covid-19
menghambat pengerjaan proyek smelter.
Ada tiga kendala yang terjadi akibat
pandemi. Pertama, tertundanya delivery
peralatan maupun kedatangan tenaga ahli
dari negara luar. Kedua, penerapan PSBB
di Indonesia menghambat mobilisasi
tenaga kerja dan logistik. Ketiga, kese-
pakatan p endan aan yang tertund a.
Sayangnya, dia tidak membeberkan berapa
jumlah smelter yang mengalami hambatan
dan terancam beroperasi tidak sesuai
jadwal.
Arifin hanya mengklaim, pemerintah telah
melakukan fasilitasi sebagai upaya mem-
percepat pembangunan smelter. Ada lima
program yang dipaparkan Arifin pada
Rapat Kerja tersebut. Pertama, melakukan
pertemuan dengan para pembangun
smelter untuk mengetahui kendala yang
dihadapi.
Kedua, melakukan one on one meeting
antara pembangun smelter dengan PT PLN
(Persero). Ketiga, penyusunan info memo
perusahaan pembagunan smelter untuk
nantinya ditawarkan kepada para calon
investor dan calon pendana.
Keempat, menggelar one on one meeting
dan kerjasama dengan MKU Services LLC
di Houston, Amerika Serikat dalam rangka
market sounding untuk mencari investor.
Kelima, koordinasi dengan Kemenko
Perekonomian dalam mendorong ter-
bangunnya smelter dengan memasukkan
ke dalam proyek strategis nasional.
Page 21
"So that the obstacles faced, especially
from the administr ative sid e, can be
resolved quickly," said Arifin.
For information, there are six mineral
commodities targeted to have smelters.
Most of them are in nickel, with 12 existing
smelters, and 18 projects that are still on
progress. Second, a bauxite smelter with 2
existing smelters and 9 ongoing smelter
projects. Third, iron, which currently only
has 1 smelter and 3 additional smelters are
still being planned.
Fourth, copper, currently there are 2
existing smelters and 2 smelter projects
that are still running. The fifth mineral
commodity is manganese, which currently
has 1 existing smelter, and 1 more smelter
project that is currently running. The sixth
is the commodity of lead and zinc, which
currently has no exi sting sm elter s,
however there are 2 ongoing smelter
projects.
Arifin said that the total investment of the
53 smelters by 2024 will reach US$ 19.94
billion. "The realization until November
2020 is US$ 10.8 billion," he concluded.
MEMR Arranges Two Derivative
Rules Omnibus Law
M INISTER of Energy and Min eral
Resources (MEMR) Arifin Tasrif explained
two Draft Government Regulations (RPP)
on the Job Creation Law (Ciptaker) that his
ministry is currently discussing.
One of them is the Draft Government
Regulation (RPP) on Risk-Based Business
Licensing and Monitoring Procedures.
Daily News Update
"Sehingga kendala-kendala yang dihadapi,
terutama dari sisi administrasi bisa dengan
cepat terselesaikan," papar Arifin.
Sebagai informasi, ada enam komoditas
mineral yang ditargetkan memiliki smelter.
Paling banyak ada di komoditas nikel,
dengan smelter eksisting sebanyak 12, dan
masih ada 18 proyek yang masih on
progres. Kedua, smelter bauksit dengan 2
smelter eksisting dan 9 proyek smelter
yang masih berjalan. Ketiga, besi, yang saat
ini baru ada 1 smelter dan tambahan 3
smelter lainnya masih dalam rencana.
Keempat, tembaga, saat ini ada 2 smelter
eksisting dan 2 proyek smelter yang masih
berjalan. Komoditas mineral kelima adalah
mangan, yang saat ini ada 1 smelter
eksisting, dan masih ada 1 proyek smelter
lagi yang sedang berjalan. Keenam adalah
komoditas timbal dan seng, yang saat ini
belum ada smelter eksisting, namun ada 2
proyek smelter yang sedang berjalan.
Arifin menyampaikan, total investasi dari
53 smelter hingga 2024 itu mencapai US$
19,94 miliar. "Realisasi sampai dengan
November 2020 adalah sebesar US$ 10,8
miliar," pungkasnya.
ESDM Susun Dua Aturan
Turunan Omnibus Law
MENTERI Energi dan Sumber Daya Mineral
(ESDM) Arifin Tasrif memaparkan dua
Rancangan Peraturan Pemerintah (RPP)
Undang-Undang Cipta Kerja (Ciptaker) yang
tengah dibahas kementeriannya.
Salah satunya, Rancangan Peraturan Peme-
rintah (RPP) Perizinan Berusaha Berbasis
Risiko dan Tatacara Pengawasannya.
Page 22
Later the regulation will regulate the
Norms, Standards, Procedures and Criteria
(NSPK) of risk in the EMR sector.
"As a follow-up to the Job Creation Law, the
Ministry of EMR is preparing the EMR
sector NSPK in the RPP for Risk-Based
Business Licen sing and Super vision
Procedures, together with other ministries
and institutions (K/L)," said Arifin in
Commission VII of the DPR RI, Monday
(23/11).
Arifin also explained that the NSPK was
prepared to cover 4 EMR sub-sectors,
namely oil and gas (migas), minerals and
coal (minerba), electricity and Renewable
Energy and Energy Conservation (EBTKE).
Later, the NSPK regulates several content
material s such as busin ess permit
applicants, activities and types of business,
obligations, procedures or procedures,
supervision and imposition of sanctions.
"In essence, we want to improve these
permits so that they are simpler and easier
for entrepreneurs," he added.
Furthermore, the second RPP being
discussed contains the Implementers of the
Job Creation Law EMR Sector. It contains
the regulation of four sub-sectors, namely
minerals and coal, electricity and new and
renewable energy (EBTKE).
According to Arifin, several provisions that
will be further regulated are the exemption
of the obligation to pay royalties for coal
mining entrepreneurs. This is because the
0 percent royalty for mining companies
will only apply if the mining entrepreneurs
are able to carry out downstr eam
activities.
Furthermore, Arifin explained that down-
streaming requires a large investment.
That is why the government exempts
royalties so that entrepreneurs who need
capital for downstreaming can get it from
their released royalty payment obligations.
Daily News Update
Nantinya beleid tersebut akan mengatur
mengenai Norma, Standar, Prosedur dan
Kriteria (NSPK) risiko di sektor ESDM.
"Sebagai tindak lanjut UU Cipta Kerja,
Kementerian ESDM sedang menyusun
NSPK sektor ESDM pada RPP Perizinan
Berusaha Berbasis Risiko dan Tatacara
Pengawasan, bersama kementerian dan
lembaga (K/L) lain," ujar Arifin dalam di
Komisi VII DPR RI, Senin (23/11).
Arifin juga menjelaskan NSPK tersebut
disusun meliputi 4 subsektor ESDM yaitu
minyak dan gas (migas), mineral dan batu
bara (minerba), ketenagalistrikan dan
Energi Baru Terbarukan dan Konservasi
Energi (EBTKE).
Nantinya, NSPK mengatur beberapa materi
muatan seperti pemohon perizinan ber-
usaha, kegiatan dan jenis usaha, kewajiban,
prosedur atau tata cara, pengawasan dan
pengenaan sanksi. "Intinya, kami ingin
memperbaiki agar izin-izin ini lebih simpel
dan memudahkan bagi pengusaha," imbuh-
nya.
Selanjutnya, RPP kedua yang tengah di-
bahas berisi tentang Pelaksana UU
Ciptaker Sektor ESDM. Isinya adalah peng-
aturan empat subsektor yakni mineral dan
batu bara, ketenagalistrikan serta energi
baru dan terbarukan (EBTKE).
Menurut Arifin, beberapa ketentuan yang
akan diatur lebih lanjut adalah pem-
bebasan kewajiban membayar royalti bagi
para pengusaha tambang batubara. Pasal-
nya, royalti 0 persen bagi para perusahaan
tambang hanya akan berlaku jika para
pengusaha tambang tersebut mampu
melakukan hilirisasi.
Lebih lanjut, Arifin menjelaskan hilirisasi
membutuhkan investasi besar. Karena itu lah
pemerintah membebaskan royalti agar para
pengusaha yang butuh modal untuk hilirisasi
dapat memperolehnya dari kewajiban pem-
bayaran royalti mereka yang dibebaskan.
Page 23
"We have agreed to increase state revenue
to increase the added value of coal
processing by imposing a royalty of 0
percent. This is how raw materials can be
competitive and investment can be carried
out so that labor can be absorbed and have
a competitive value," said Arifin. (hrf/sfr)
To The Moon! Coal Price
Touching US$ 67/ton
Tirta Citradi, CNBC Indonesia
THE MARKET is still covered with positive
news about the development of the Covid-19
vaccine. This has an impact on strengthening
commodity prices, including coal.
In yesterday's trade, the Newcastle thermal
coal futures contract price closed up 2.52
percent to US$ 67.1/ton. This is the highest
price since April 1, 2020. Month to date, coal
prices have shot up 12.8%.
In the last three weeks, the market has been
excited by the positive news of the Covid-19
vaccine. In the first week, Pfizer and
BioNTech reported that the vaccine they
developed had an efficacy rate of more than
90%.
Then in the second week, it was Moderna's
turn to claim that their vaccine candidate
had an efficacy level of 94.5%. Last night it
was turned to British pharmaceutical giant
AstraZeneca that claimed their vaccine had
an average efficacy of 70%.
Although only 70% of the vaccine candidates
who are also developed with the University
of Oxford have advantages in terms of price
and logistics. In terms of price,...
Daily News Update
"Itu kami sudah sepakat untuk meningkat-
kan penerimaan negara meningkatkan
nilai tambah pengolahan batubara dengan
pengenaan royalti 0 persen. Ini adalah
bagaimana bahan baku bisa kompetitif lalu
investasi bisa dilaksanakan lalu bisa tenaga
kerja bisa terserap dan memiliki nilai
kompetitif," tandas Arifin. (hrf/sfr)
To The Moon! Harga Batu Bara
Sentuh US$ 67/ton
Tirta Citradi, CNBC Indonesia
PASAR masih diliputi oleh kabar positif
pengembangan vaksin Covid-19. Hal ter-
sebut berdampak pada penguatan harga
komoditas tak terkecuali batu bara.
Pada perdagangan kemarin, harga kontrak
futures batu bara termal Newcastle ditutup
melesat 2,52% ke US$ 67,1/ton. Ini merupa-
kan harga tertinggi sejak 1 April 2020.
Secara month to date harga batu bara telah
melesat 12,8%.
Tiga minggu terakhir, pasar dibuat sumringah
oleh kabar vaksin Covid-19 yang positif. Di
pekan pertama ada Pfizer dan BioNTech yang
melaporkan bahwa vaksin yang mereka
kembangkan punya tingkat keampuhan lebih
dari 90%.
Kemudian pada m inggu kedua, giliran
Moderna yang mengklaim bahwa kandidat
vaksin buatan mereka memiliki tingkat
efficacy di level 94,5%. Semalam gantian
raksasa farmasi Inggris AstraZeneca yang
mengklaim vaksin mereka memiliki keam-
puhan rata-rata 70%.
Meski hanya 70% kandidat vaksin yang juga
dikembangkan dengan Universitas Oxford
ini memiliki keunggulan dari segi harga dan
logistik. Dari segi harga,...
Page 24
In terms of price, this candidate vaccine is
only priced at US$ 3 - US$ 4 per dose and is
the cheapest price when compared to
Pfizer (US$ 20/dose) and Moderna (US$
37/dose).
These three positive news about vaccines
are able to raise commodity prices because
there is optimism that the economy will
recover and demand for commodities will
also increase.
Oil and coal are primary energy sources.
Although there are differences in use with
more oil for transportation and coal used
for electricity generation, both are primary
energy sources.
The positive news about this vaccine has
made oil prices soar more than 20% month
to date. This significant increase in oil
prices has also provided a positi ve
sentiment for coal prices.
In the midst of the issue of cutting coal
production, there is hope that the global
economy will recover , making coal
prospects in the future tend to be positive.
Vaccines are not immediately distributed
and it takes time.
However, a market that tends to be
forward looking predicts that with the
presence of vaccines, people's mobility will
also improve. When mobility improves, the
demand for fuel for transportation and
electricity consumption can be increased.
As a result, the demand for coal has
increased. RESEARCH TEAM CNBC INDONESIA
(twg/twg)
Daily News Update
Dari segi harga, kandidat vaksin ini hanya
dibanderol di US$ 3 - US$ 4 per dosis dan
menjadi yang paling murah jika dibanding-
kan harga Pfizer (US$ 20/dosis) dan
Moderna (US$ 37/dosis).
Ketiga kabar positif vaksin ini mampu
mengerek naik harga-harga komoditas
karena ada optimisme ekonomi bakal pulih
dan permintaan terhadap komoditas ikut
terdongkrak.
Minyak dan batu bara merupakan sumber
energi primer. Meski ada perbedaan
penggunaan dengan minyak lebih banyak
untuk transportasi dan batu bara diguna-
kan untuk pembangkit listrik keduanya
merupakan sumber energi primer.
Berita positif vaksin ini membuat harga
minyak melesat lebih dari 20% secara
month to date. Kenaikan harga minyak
yang signifikan ini juga menjadi sentimen
positif untuk harga batu bara.
Di tengah isu pemangkasan produksi batu
bara adanya harapan bahwa ekonomi
global akan pulih membuat prospek batu
bara ke depan cenderung positif. Vaksin
memang tidak serta merta bisa langsung
didistribusikan dan membutuhkan waktu.
Namun pasar yang cenderung forward
looking memperkirakan bahwa dengan
adanya vaksin, mobilitas masyarakat bisa
ikut membaik. Ketika mobilitas mengalami
perbaikan maka permintaan terhadap
bahan bakar untuk transportasi maupun
konsumsi listrik bisa terdongkrak. Alhasil
permintaan batu bara pun terkerek naik.
TIM RISET CNBC INDONESIA (twg/twg)
Page 25
 Orica and Epiroc unveil prototype for underground automation
Published by Jessica Casey, Editorial Assistant

ORICA and Epiroc Rock Drills AB have successfully co-developed a prototype of the world’s
first semi-automated explosives delivery system.
Customers in the underground mining industry can look forward to safer, efficient and more
productive development blasting as early as the end of 2021, as Orica and Epiroc commence
commissioning on AvatelTM, the first-of-its-kind, industry-driven explosives delivery system
in coming weeks.
Avatel will deliver a new way of approaching development blasting operations by eliminating
charge crew exposure at the face.
The solution provides safe access for an operator in cab to execute the development cycle
while reducing the reliance on costly, time-consuming and at-times ineffective controls put in
place to manage the risks to personnel working in one of the highest risk areas of an
underground mine.
Orica’s Chief Commercial and Technology Officer, Angus Melbourne, said: “The mining
industry is moving rapidly toward a digitally integrated and automated future, and Avatel will
fulfil our shared vision of developing safer and more productive blasting solutions.
“Achieving this significant development milestone, despite COVID-19 disruptions, shows the
strength of our collaboration with Epiroc and our collective ability to deliver the future of
mining.”
Epiroc’s President of the Underground Division, Sami Niiranen added: “With this partnership,
we continue to raise the safety bar by combining world leading technologies that will make a
difference in underground mines.
“The Avatel prototype represents the first step towards autonomous charging – a vital step in
the journey toward safer and more productive blasting operations underground. We are
looking forward to bringing this ground-breaking solution to customers worldwide.”
A key enabling technology of Avatel and Orica’s automation vision is WebGen TM, the world’s
first fully wireless initiation system. When combined with Orica’s LOADPlusTM smart control
system, specifically designed onboard storage, assembly, digital encoding capability and
SubtekTM Control bulk emulsion, Avatel provides customers with complete and repeatable
control over blast energy from design through to execution.
Built on the foundation of Epiroc’s proven Boomer M2 carrier, and integrated with Orica’s
latest explosives technology, Avatel is a twin boom, semi-autonomous and fully mechanised
development charging solution that allows a single operator to complete the entire charging
cycle from the safety of Epiroc’s enclosed roll-over protection structure (ROPS) and falling
object protective structure (FOPS) certified cabin.

Daily News Update Page 26

Avatel is equipped with the most sophisticated version of Epiroc’s acclaimed Rig Control
System (version 5). Through its intuitive interface, with a large touchscreen and dual
multifunctional joysticks, and combined with Epiroc´s computer assisted boom positioning
features, it can be easily handled. Integrated with Orica’s LOADPlus, charge plans and other
important data will be communicated between the systems.
The advanced and robust feed design of Avatel builds on Epiroc’s solid application design
experience, further adapted to match conditions this new solution will face. Future
developments can be extended to other Epiroc carriers including battery driveline. Other key
advantages include flexibility at the face through Epiroc´s dual diesel/electric plug-in power
solution.
The convergence of these technologies ultimately ensures that the right explosives will be
safely delivered into the right holes and given the right timing to achieve optimal efficiencies
and the desired outcomes.
Extensive trials of Avatel will take place throughout 2021, before the first commercially
available systems are expected to enter service.
Orica announced in November 2019 that it had entered a partnership with Epiroc to develop
a semi-automated explosives delivery system.

Freeport senses PNG exploration opportunity with Minerva’s DRIVER

AI solution
Posted by Daniel Gleeson

FREEPORT Resources has signed a contract with Minerva Intelligence Inc that will see the
artificial intelligence focused company deploy its DRIVER AI solution at the Star Mountains
project in Papua New Guinea.
Freeport recently acquired Quidum Resources, which, through its wholly owned subsidiary,
Highlands Pacific Resources Ltd, controls the Star Mountains project. The company thinks
applying Minerva’s technology to the project will enhance its next phases of surface and sub-
surface exploration of the extensive property, which is located close to the Ok Tedi mine.
“Freeport is committed to embracing new technologies to enhance the understanding of our
portfolio of projects beginning with Star Mountains,” Nate Chutas, Senior VP of Operations at
Freeport, said. “We believe that the advances in technology that DRIVER brings will provide
deep insights into our project data and provide a better understanding for the development
and prioritisation of high-quality exploration targets.”
DRIVER delivers these insights by evaluating all elements typically returned by modern
laboratories, not simply the elements of direct economic interest, Freeport says. The work
this requires is too time-consuming and complicated to be carried out by project geologists,
according to the company.

Daily News Update Page 27

Minerva’s cognitive reasoning platform is able to compare identified geochemical exploration
vectors with its database of hundreds of past and present mines around the world, identifying
those most similar to the explored target using the company’s proprietary AI technology.
The resulting similarity rankings can then provide reliable, explainable models upon which
geologists can build their exploration strategies, Freeport says.
Gord Friesen, President and CEO of Freeport, said: “Despite having identified a very
significant resource already, it is our assertion that Star Mountains is still vastly under-
explored. We believe that utilising AI-based, deep-thinking tools such as DRIVER will
exponentially hasten our understanding of Star Mountains’ true potential.”
The data analysis will involve three studies, the first two being 3D studies focused on the
drilling results from the Olgal deposit where there is a current inferred resource, using a 0.3%
copper cutoff grade, of 210 Mt grading 0.4% Cu and 0.4 g/t Au, for 2.9 Moz of contained gold
and 840,000 t of contained copper.
The third study will be a combined 2D and 3D analysis of data collected from the remainder
of the Star Mountains claims. All these studies will be integrated with interpretation of
available airborne geophysics data, according to Freeport.
The first 3D study will be a geochemical cluster analysis to identify the lithogeochemical
characteristics of the logged drill holes to use as a comparison against the interpreted logging,
and for comparison with the lithogeochemistry of drilling results for other Star targets.
This will be followed by a second 3D study involving the use of Minerva’s DRIVER software to
examine multi-element zonation patterns throughout the Olgal dataset.
The third study will apply Minerva’s SOLACE workflow to a combination of the surface and
drilling data available for the rest of the Star Mountains claims for incorporation into
Minerva’s Target target generation system.

Cochilco sees 2020 copper production and price rising

Reuters

CHILE’s copper production will likely rise by 0.6% to 5.82 million tonnes in 2020, state
copper commission Cochilco said on Monday, and to 5.99 million tonnes in 2021.
Cochilco estimated that the copper price will average $2.75 per pound in 2020, before rising
to $2.90 per pound in 2021.
In August, Cochilco’s price estimate was $2.62 per pound for 2020 and $2.85 per pound for
2021.
Baldo Prokurica, the mines minister, said in announcing the Cochilco figures on Monday that
the higher price estimate was due to positive expectations on demand from China, economic
recuperation, a drop in copper inventories and the increasing likelihood that a coronavirus
vaccine will be widely available within the first six months of next year.

Daily News Update Page 28

Victor Garay, Cochilco’s markets coordinator, said projections were contingent on possible
second waves of the virus which could result in movement restrictions and impact production
as well as demand. (By Aislinn Laing; Editing by Edmund Blair and Jason Neely)

India: ‘More steps needed to make commercial coal mining attractive

to global players’
INDIA concluded its first commercial coal mine auctions earlier this month. A total of 19 coal
mines spread across Madhya Pradesh, Jharkhand, Odisha, Chhattisgarh, and Maharashtra
were auctioned in this first tranche. This comes against the backdrop of Union coal minister
Pralhad Joshi stating that India will be able to use its coal reserves only for “another 20-30
years”. Sanjay Kumar, director, personnel, at Western Coalfields Ltd, a Coal India Ltd
subsidiary, in an email interview highlighted the need to introduce new auction metrics such
as recoverable reserves to attract global investors, the continued importance of coal as a fuel
in India’ energy mix, and leveraging the Environmental, Social and Governance (ESG)
investing culture for country’s energy security. Edited excerpts:
How do you rate India’s first commercial coal mine auction, which concluded recently?
Government of India’s decision to open the coal sector to commercial mining is a welcome
and bold step. First and foremost, it is a message to state-owned monopolies that now the
government is willing to do business with anyone and everyone; they might as well take a
hard look at their efficiency norms and performance parameters.
Going forward, some more steps are suggested to make the proposition attractive for global
coal majors. These are: Instead of geological reserves, the offer document for coal blocks must
indicate recoverable reserves. Geological reserves are at best a quasi-scientific estimation of
the reserves in a block which may or may not be extractable by employing usual technologies.
Further, as a thumb rule, companies are able to extract up to 60% of recoverable reserves by
employing the usually available technologies. So, indicating the recoverable reserves gives a
finite estimate to the potential bidder who can plan the payback period more realistically.
Further, the life of mines being offered should be in the range of 15-20 years instead of 25-30
years or so. This would ensure higher rate of extraction and faster payback for the potential
investor. In addition, incentives should be offered to bidders who introduce global best
practices and adopt state of the art, or futuristic, mining technologies. This would ensure the
infusion of new generation technology in the coal mining sector, where adoption of new-age
technologies has been practically non-existent or very slow.
Another thing which would act as a sweetener is automatic, or deemed, statutory clearances
such as those of forest, and environment for initial 25%-33% capacity of the mine.
India and the world are transitioning to green economy. In such a scenario, what will
be the place of coal in India’s energy mix?

Daily News Update Page 29

Covid-19 has ushered in an unprecedented global lockdown. This led to reduced demand for
electricity, which, in turn, impacted the demand for coal as a primary fuel. Going forward, as
electricity produced through the renewable route becomes cheaper, coal may face an
existential problem because apart from higher per-unit power generation cost in coal-based
power plants, these plants are also seen as contributing to the global warming and
environmental pollution.
Considering the fact that coal is going to account for 50 % power generation in India even in
2050, efforts must be made to prolong the life of coal as a preferred fuel. Some steps that may
be required to be taken are: replacing blasting technology with cutting technologies for
producing coal, and the introduction of ‘in-pit’ crushing. These coupled with adoption of
environment-friendly systems such as pipe belt conveyors for transportation of coal to silos
or railway sidings for loading in rail wagons or trucks will help the sector. For ensuring
consistent quality, coal companies can go in for online analyzers.
In addition, there is a need to transition to pan-India use of only washed coal. This would
require introduction of global practices in coal-washing and construction of washeries on a
fast-track basis in engineering procurement and construction (EPC) mode. It would also
require limiting the age of washeries to maximum 10-15 years keeping in line with the
changes in coal washing technology globally.
Lastly, but most importantly, we need to take steps to improve the ESG quotient of the coal
mining industry, so as to attract global financial institutions to consider investment in coal
projects just as any other energy segment.
India’s push to raise production of natural resources to revive economic growth also comes at
a time when the window for fossil fuels is closing and the global energy investment landscape
is rapidly evolving, with a focus on ESG investing.
How will India then attract overseas investments?
India’s focus on ramping up production of fossil fuels and other natural resources does not
necessarily mean that it loses out on the ESG front. ESG does not mean ‘end of business’. In
fact, it is a prescription, which if adhered to or complied with in full, means increased funds
for a business.
India has its laws in place since many years which regulate environmental norms, social
norms and corporate governance. India’s Achilles heel has been the implementation or
execution of the laws and statutes. Extraction of natural resources or fossil fuels has to be
henceforth done in a socially and environmentally responsible way. India’s business scenario
keeps evolving in line with global best practices. As a nation, we only need to ensure that we
“walk the talk” to make the cut for ESG investors. Source: LiveMint

Daily News Update Page 30

Australian thermal coal miners declare force majeure on contracts Nov
19: sources
Author: Jenny Ma, Editor: James Leech

AUSTRALIAN thermal coal miners were facing issues with loading after a storm hit thermal
coal shiploaders at Newcastle port on Nov. 17, sources said Nov. 23.
A few miners declared force majeure on their previous contracts due to the issue, but further
details were not immediately available.
While the damage of the shiploader was still being assessed, all shipments loading out of port
of Newcastle operated by Newcastle Coal Infrastructure Group, or NCIG, were affected by the
storm, sources said.
Following unexpected wind speeds of 130 km/hour recorded at the Newcastle terminal
around 8 pm Nov. 16 -- a historical high over the last 10 years of NCIG's operations -- a
shiploader SL02 has been derailed and has come to rest in an unstable position, according to
an official statement by NCIG sent on Nov. 17.
One Australian thermal coal producer has notified an event of force majeure for a thermal
coal contract, according to a notification sent by the mining company to its buyer Nov. 19.
"The seller notifies the buyer of a force majeure event which may prevent, impede or delay
the due performance of its obligations under the contract," the notification said.
While the damage of the shiploader was still being assessed, the Australian miner has notified
all of its customers of the force majeure event as all shipments loading out of port of
Newcastle operated by Newcastle Coal Infrastructure Group were affected, a source close to
the matter said.
"We estimate that about half of the loading capacity in port of Newcastle is down," he added.
Port of Newcastle is a major thermal coal loading port in Australia.
Major shippers
BHP Billiton Group, Yancoal Australia, Whitehaven Coal, Peabody Energy Corporation, and
Banpu Public Company Limited are some of the major shippers from the port of Newcastle,
according to NCIG's website.
NCIG provides an essential service to New South Wales coal producers, and achieving an
annual throughput of 66 million mt, according to NCIG's website.
Australian coal miners loading from port of Newcastle were requesting for deferral of cargoes
ever since Nov. 17, a Singapore-based source said.
"Loading is expected to be affected due to strong wind damaging the shiploader," an India-
based trader said.

Daily News Update Page 31

The major storm has also hit one of the three unloaders at its neighboring port Nov. 16, Port
Waratah Coal Services' two terminals at Newcastle port in eastern Australia, impacting
schedules at PWCS, sources said.
"Loading capacities at PWCS have also been maxed out, leaving miners with limited option
but to declare Force Majeure," an Australia-based source said.
Stop selling
Meanwhile, several Australian coal miners have temporarily stop selling Australian coal
loading in near-term due to logistical challenges despite the strong demand emerged from
India and Japan, miners said.
"Big chunks of demand were heard in Japan for cargoes loading from January to February," a
trader said.
Despite the Australian coal ban in China, bids for 5,500 kcal/kg NAR Australian coal from
India inched up from Nov. 20 to $40/mt FOB, up 75 cents/mt while offers were limited,
several traders said.

Teck increases steelmaking coal sales to China

MINING.com Editor

CANADA’s Teck Resources (TSX: TECK.A TECK.B) (NYSE: TECK) announced that it has
increased its steelmaking coal sales to China for Q4 2020 in response to increased demand.
Teck said sales have been at higher pricing levels compared to markets outside China.
Estimated total fourth-quarter sales remain within the company’s existing guidance of 5.8-6.2
million tonnes, with approximately 20% of these sales now to Chinese customers.
Pricing in China for Teck’s steelmaking coal started to increase around the middle of the
current quarter when a large portion of overall sales was already concluded, the company
said. Additional spot sales to China were concluded gradually as the price was rising and
achieved an average premium in excess of $35 per tonne above Australian FOB spot pricing at
the time each sale was concluded.
Teck, the world’s second-largest seaborne coking coal miner, is seeing stronger-than-
expected met coal demand in China, after authorities reportedly warned buyers to avoid
Australian coal.
In October, China suspended purchases of Australian coal as Beijing continued to tightly
control imports of the fuel amid soured political relations with Canberra, after the capital
called for an international inquiry into the origins of the coronavirus pandemic.
China reportedly told coal traders and users to stop imports from Australia with immediate
effect in a move that would choke a major trade channel for both countries, a major escalation
of political tensions between the pair.

Daily News Update Page 32

Teck said its contract sales to Chinese customers are also priced on the basis of CFR China
price assessments. The most recent three cargos, it said, were sold at prices between
$160/tonne and $165/tonne CFR China.

Daily News Update Page 33