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EMR Ministry mapped coal downstreaming potential, here's the scenario Kementerian ESDM petakan potensi hilirisasi batubara, begini skenarionya Gold Production and Prices Rise, Bumi Minerals' Profits Soar Produksi dan Harga Emas Naik, Laba Bumi Minerals Melonjak About Tesla's investment news, this is Vale Indonesia's (INCO) view Soal Kabar Investasi Tesla, Ini Pandangan Vale Indonesia (INCO) Wow! The Gasification Project Will Absorb 103 Million Tons of Coal Wow! Proyek Gasifikasi Bakal Serap Batu Bara 103 Juta Ton Not only PTBA, there are 8 other companies working on gasification Gak Cuma PTBA, Ada 8 Perusahaan Lain Bakal Garap Gasifikasi Kaltim Prima Coal, turning the former mining area into a tourism lake Kaltim Prima Coal, sulap eks lahan tambang jadi telaga wisata Sentiment from Luhut and Erick Thohir Makes Investors Hunt Nickel Shares Sentimen Luhut dan Erick Thohir Bikin Saham Nikel Diburu Investor EU Drops Anti Dumping Investigation on Indonesian Stainless Steel BUMI Received 6 Awards 2020 ESG Award BUMI Borong 6 Penghargaan ESG Award 2020 Wastewater Quality Standards for Nickel Ore Mining Business and Activities Baku Mutu Air Limbah Bagi Usaha dan Kegiatan Pertambangan Bijih Nikel

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Coal Prices Are Still Strongly Raising, Prices Reach US$ 63 Ternyata Batu Bara Masih Kuat Nanjak, Harganya Tembus US$ 63 World’s no. 2 copper producer hits the hard part of its recovery Wescoal starts retrenchment process as low domestic, export demand persists Endeavour Mining acquires Teranga Gold Corp in £1.40bn deal BHP urges Australia to maintain trade with China amid tensions Dingo, Newmont join forces to create global maintenance partnership

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EMR Ministry mapped coal downstreaming potential, here's

the scenario Reporter: Ridwan Nanda Mulyana | Editor:

Khomarul Hidayat

THE GOVERNMENT seems serious about working on increasing added value, aka downstreaming coal. Apart from preparing a number of incentives, the government has also mapped the downstream potential for this black gold commodity.

Director of Mineral and Coal (Minerba) Development Program of the Ministry of EMR Muhammad Wafid Agung revealed that the downstreaming of coal has been confirmed in Law Number 3 of 2020 aka the Minerba Law, especially in article 102 regarding the obligation to increase mineral and coal added value, as well as article 169 regarding the obligation to develop and/or utilization of coal for holders of IUPK to continue PKP2B.

Wafid explained, based on the Minerba Law, coal development consists of six schemes. First, increasing the quality of coal (coal upgrading). Second, making coal briquettes. Third, coke cultivation. Fourth, coal liquefaction.

Fifth, coal gasification, including under-ground coal gasification. Sixth, coal slurry or coal water mixture. Meanwhile, the use of coal can be done through the cons-truction of the PLTU itself at the mouth of the mine.

"Until now, the increase in the added value of coal in Indonesia has not fully reached the commercial stage. Only two are commercial ones, coal upgrading and coal briquette manufacturing," Wafid explained in a webinar held on Wednesday (18/11).

Kementerian ESDM petakan potensi hilirisasi batubara,

begini skenarionya Reporter: Ridwan Nanda Mulyana | Editor:

Khomarul Hidayat

PEMERINTAH tampak serius untuk meng-garap peningkatan nilai tambah alias hiliri-sasi batubara. Selain menyiapkan sejumlah insentif, pemerintah juga sudah memetakan potensi hilirisasi untuk komoditas emas hitam ini.

Direktur Bina Program Mineral dan Batubara (Minerba) Kementerian ESDM Muhammad Wafid Agung mengungkapkan, hilirisasi batubara telah ditegaskan dalam Undang-Undang Nomor 3 Tahun 2020 alias UU Minerba, khususnya di pasal 102 terkait kewajiban peningkatan nilai tambah minerba, serta pasal 169 mengenai kewajiban pengembangan dan/atau peman-faatan batubara bagi para pemegang IUPK kelanjutan PKP2B.

Wafid membeberkan, berdasarkan UU Minerba, pengembangan batubara terdiri dari enam

skema. Pertama, peningkatan mutu batubara

(coal upgrading). Kedua, pembuatan briket

batubara. Ketiga, pembiatan kokas. Keempat,

pencairan batubara (coal liquefaction).

Kelima, gasifikasi batubara, termasuk under-ground coal gasifikasi. Keenam, coal slurry atau coal water mixture. Sedangkan untuk pemanfaatan batubara bisa dilakukan melalui pembangunan sendiri PLTU di mulut tambang.

"Hingga saat ini, peningkatan nilai tambah batubara di Indonesia belum sepenuhnya mencapai tahap komersial. Yang sudah komersial baru dua, coal upgrading dan pembuatan briket batubara," terang Wafid dalam webinar yang digelar Rabu (18/11).


He also explained the development of coal downstream from this based on the type, the potential of the company that will develop it , to the investment range required for each project.

First, for the development of coal with the gasification type, there are already several companies that have carried out an assessment. namely PT Bukit Asam Tbk (PTBA) with Dimethyl Ether (DME), Methanol and MEG products. In addition to PTBA, four PKP2B companies of the first generation will also become IUPKs.

The four PKP2Bs are (1) PT KPC with methanol products, (2) PT Arutmin Indonesia with SNG products which are currently in the finalization stage of the study. (3) PT Adaro Indonesia with methanol products (still in preliminary study), and (4) PT Berau Coal with DME/ Hydrogen products (still in preliminary study). According to Wafid, the investment range for this project is quite large, namely around US$ 1.5 billion - US$ 3 billion.

Second, underground coal gasification (UCG) has been assessed by three companies. Namely (1) PT Kideco Jaya Agung in East Kalimantan (pilot plant), (2) PT Indominco in East Kalimantan, (3) PT Medco Energi Mining International (MEMI) and Phoenix Energy Ltd . in North Kalimantan.

The investment for the UCG project is estimated to be 30% - 40% lower than surface gasification. The project invest-ment is around US$ 600 million-US$ 800 million.

Third, making coke. This project has been explored by PT Megah Energi Khatulistiwa (MEK) with semi-cocoa and coal tar products. The investment value is estimated at US$ 200 million - US$ 400 million.

Dia pun membeberkan perkembangan hilirisasi batubara dari ini berdasarkan jenis, potensi perusahaan yang akan mengembangkan, hingga kisaran investasi yang diperlukan untuk setiap proyeknya.

Pertama, untuk pengembangan batubara dengan jenis gasifikasi, sudah ada bebe-rapa perusahaan yang melakukan pen-jajakan. yaitu PT Bukit Asam Tbk (PTBA) dengan produk Dimethyl Ether (DME), Methanol dan MEG. Selain PTBA, pen-jajakan juag sudah dilakukan oleh empat perusahaan PKP2B generasi pertama yang akan menjadi IUPK.

Keempat PKP2B tersebut adalah (1) PT KPC dengan produk methanol, (2) PT Arutmin Indonesia dengan produk SNG yang saat ini sedang tahap finalisasi kajian. (3) PT Adaro Indonesia dengan produk methanol (masih kajian awal), dan (4) PT Berau Coal dengan produk DME/Hydrogen (masih kajian awal). Menurut Wafid, kisaran investasi untuk proyek ini cukup besar yakni sekitar US$ 1,5 miliar - US$ 3 miliar.

Kedua, underground coal gasification (UCG) penjajakan sudah dilakukan oleh tiga perusahaan. Yakni (1) PT Kideco Jaya Agung di Kalimantan Timur (pilot plant), (2) PT Indominco di Kalimantan Timur, (3) PT Medco Energi Mining International (MEMI) dan Phoenix Energy Ltd. di Kalimantan Utara.

Investasi untuk proyek UCG ditaksir 30%-

40% lebih rendah dibandingkan gasifikasi dipermukaan. Investasi proyeknya ber-

kisar US$ 600 juta-US$ 800 juta.

Ketiga, pembuatan kokas. Proyek ini sudah

dijajaki oleh PT Megah Energi Khatulistiwa (MEK) dengan produk semi cokes dan coal

tar. Nilai investasi diperkirakan US$ 200 juta - US$ 400 juta.


Fourth, increasing the quality of coal (coal upgrading) that has been carried out by PT ZIG Resources Technology. The investment for this project is around US$ 80 million-US$ 170 million and is already commercial.

Fifth, making coal briquettes. The project, valued at Rp. 200 billion or around US$ 15 million, is already in the commercial stage. Companies that have been working on it are PBA and PT Thriveni.

Sixth, coal liquafaction. The project, which is estimated at US$ 2 billion-US$ 4 billion, has not yet been proposed by the company.

Seventh, coal slurry/coal water mixture. The project of around US$ 200 million - US$ 320 million has yet to be proposed by the company.

Wafid said, currently the priority of coal downstream products is in the form of DME and methanol through the coal gasification process. This is because DME and methanol can reduce imports and substitute fuel, BBG, and basic chemical industry raw materials.

"One of them is LPG, which has been imported 75%-78%. It is quite burden-some for the state finances. This is expected to be resolved by DME from coal gasification," said Wafid.

Also, the demand for methanol in Indonesia is estimated to reach 2.1 million tons in 2025, of which 1.6 million tons will be obtained through imports. "The need for imports is what we want to be replaced with downstream coal products," added Wafid.

However, there are a number of challenges in realizing this project. Namely a large investment, as well as a DME price that must be able to compete with subsidized LPG.

Keempat, peningkatan mutu batubara (coal upgrading) yang sudah dilakukan oleh PT ZIG Resources Technology. Investasi untuk proyek ini sekitar US$ 80 juta-US$ 170 juta dan sudah komersial.

Kelima , pembuatan briket batubara. Proyek senilai Rp 200 miliar atau sekitar US$ 15 juta ini sudah tahap komersial. Perusahaan yang sudah mengerjakannya adalah PBA dan PT Thriveni.

Keenam , pencairan batubara (coal liquafaction). Proyek yang diperkirakan sebesar US$ 2 miliar-US$ 4 miliar ini hingga sekarang belum ada perusahaan yang mengusulkan.

Ketujuh, coal slurry/coal water mixture. Proyek sekitar US$ 200 juta - US$ 320 juta ini juga masih belum ada perusahaan yang mengusulkan.

Wafid mengatakan, saat ini prioritas produk hilirisasi batubara ialah berupa DME dan metanol melalui proses gasifikasi batubara. Pasalnya, DME dan methanol bisa mengurangi impor dan mensubstitusi BBM, BBG, dan bahan baku industri kimia dasar.

"Salah satunya adalah LPG yang selama ini diimpor 75%-78%. Cukup memberatkan keuangan negara. Ini diharapkan bisa diatasi dengan DME hasil gasifikasi batu-bara," ujar Wafid.

Juga untuk kebutuhan metanol di Indonesia yang diperakirakan mencapai 2,1 juta ton pada tahun 2025, yang sekitar 1,6 juta ton diperoleh melalui impor. "Kebutuhan impor ini lah yang kita inginkan untuk bisa diganti dengan hasil hilirisasi batubara," imbuh Wafid.

Kendati begitu, ada sejumlah tantangan dalam merealisasikan proyek ini. Yaitu investasi yang besar, serta harga DME yang harus mampu berkompetisi dengan LPG subsidi.


To that end, the government is preparing a number of policy alternatives. Such as providing incentives and options to provide subsidies for DME, if used for household needs.

Still according to Wafid, there are four scenarios for the absorption of coal downstream products. First , project integration with off takers. For example, an integrated coal gasification project.

"Methanol is also converted to DME near the location of LPG users. For example, methanol produced in Kalimantan and South Sumatra is converted to DME near the location of LPG users," said Wafid.

Second, through domestic import substitution. In addition to DME for LPG substitution, there is also the fulfillment of coke needs for smelters and steel mills from domestic chocolate making factories.

Third, through a government program to replace LPG by using briquettes for use by MSMEs. Fourth, promotion to new investors to develop low quality coal reserves through gasiifkasi or onsite coal upgrading.

The coal gasification project is also targeted to start operating in 2025. In general, the Ministry of EMR has prepared a projection as an illustration of coal input and downstream product output that can be produced by 2040.

In 2040, the total coal that will be supplied for the needs of all downstream projects is estimated to reach 51.46 million tons. Meanwhile, the total downstream products produced are estimated at 28.43 million tons.

Furthermore, in addition to down -streaming, Wafid also revealed that the government is also focusing on reducing carbon emissions. This is because,...

Untuk itu, pemerintah sedang menyiapkan sejumlah alternatif kebijakan. Seperti penyediaan insentif serta opsi untuk mem-berikan subsidi bagi DME, jika digunakan untuk kebutuhan rumah tangga.

Masih menurut Wafid, ada empat skenario penyerapan produk hilirisasi batubara. Pertama, integrasi proyek dengan off taker. Sebagai contoh, proyek gasifikasi batubara yang terintegrasi.

"Juga konversi methanol menjadi DME didekat lokasi pengguna LPG. Misalnya methanol yang diproduksi di Kalimantan dan Sumsel dikonversi menjadi DME didekat lokasi pengguna LPG," ujar Wafid.

Kedua, melalui substitusi impor dalam negeri. Selain DME untuk subsitusi LPG, ada juga pemenuhan kebutuhan kokas bagi smelter dan pabrik baja dari pabrik cokes making dalam negeri.

Ketiga, melalui program pemerintah meng-ganti LPG dengan menggunakan briket untuk digunakan oleh UMKM. Keempat, promosi kepada investor baru untuk mengem-bangkan cadangan batubara kualitas rendah melalui gasiifkasi atau coal upgrading insitu.

Proyek gasifikasi batubara pun ditargetkan sudah mulai beroperasi pada tahun 2025. Nah secara umum, Kementerian ESDM sudah menyiapkan proyeksi sebagai gambaran input batubara dan output produk hilirisasi yang bisa dihasilkan hingga tahun 2040.

Pada tahun 2040, total batubara yang akan dipasok untuk kebutuhan seluruh proyek hilirisasi ditaksir mencapai 51,46 juta ton. Sedangkan untuk keseluruhan produk hilirisasi yang dihasilkan ditaksir mencapai 28,43 juta ton.

Lebih lanjut, selain hilirisasi, Wafid juga mengungkapkan bahwa pemeritah juga sedang fokus pada penurunan emisi karbon. Pasalnya,...


This is because, of the total C02 emissions in Indonesia, which reached 1,262 Gt, 35%

of C02 emissions are generated from coal power plants.

Among the measures taken are the use of

carbon capture, utilization and storage (CCUS) technology, which will reduce CO2

emissions into the atmosphere. Or by util izing C02 technology for algae

production or Enhanched Oil Recovery (EOR) injection. In addition, coal down-

streaming is also claimed to increase combustion efficiency in power plants.

"Reducing carbon emissions is also a

challenge for the use of coal. Because of the desire to use green energy," added Wafid.

Pasalnya, dari total emisi C02 di Indonesia yang mencapai 1,262 Gt, 35% emisi C02 dihasilkan dari pembangkit listrik batu-bara.

Upaya yang dilakukan antara lain dengan penggunaan teknologi carbon capture, utilization and storage (CCUS) yang akan mengurangi emisi C02 ke atsmosfer. Atau melalui teknologi pemanfaatan C02 untuk produksi alga maupun injeksi Enhanched Oil Recovery (EOR). Di samping itu, hilirisasi batubara juga diklaim bakal meningkatkan efisiensi pembakaran di pembangkit listrik.

"Penurunan emisi karbon ini tantangan juga bagi pemanfaatan batubara. karena keinginan adanya green energy yang dipakai," imbuh Wafid.

Gold Production and Prices Rise, Bumi Minerals' Profits Soar

Gita Rossiana ([email protected])

PT BUMI Resources Minerals Tbk (BRMS)

recorded a net profit of US$ 2.11 million until August 2020, an increase of 67.46% from the end of 2019 which reached US$ 1.26 million. Meanwhile, the company's revenue was recorded at US$ 3.19 million.

Bumi Resources Minerals President Director Suseno Kramadibrata said the company's revenue was supported by the production of 54.55 kg of dore bullion which produced 17.76 kg of gold in August 2020. The company's gold production comes from the mine site in Poboya, Palu (Sulawesi). This production continues to increase and is supported by the high selling price of gold which supports the company's performance.

Produksi dan Harga Emas Naik, Laba Bumi Minerals Melonjak

Gita Rossiana ([email protected])

PT BUMI Resources Minerals Tbk (BRMS)

mencatat perolehan laba bersih sebesar US$ 2,11 juta hingga Agustus 2020, meningkat 67,46% dari akhir 2019 yang mencapai US$ 1,26 juta. Sedangkan pendapatan perusaha-an tercatat sebesar US$ 3,19 juta.

Direktur Utama Bumi Resources Minerals Suseno Kramadibrata mengatakan, penda-patan perseroan ditopang oleh produksi dore bullion sebanyak 54,55 kg yang menghasilkan emas 17,76 kg pada Agustus 2020. Produksi emas perusahaan berasal dari lokasi tambang di Poboya, Palu (Sulawesi). Produksi tersebut terus meningkat dan didukung oleh harga jual emas yang tinggi sehingga mendukung kinerja perusahaan.


"Our subsidiary, PT Citra Palu Minerals (CPM) is also operating the first processing plant with a full capacity of 500 tons of ore per day," he explained in an official statement, Wednesday (18/11).

Director and CFO of Bumi Resources Minerals Fuad Helmy continued, his company had received an investment credit facility in the form of a standby letter of credit worth US$ 70 million from Bank BNI in April 2020. This facility was used to finance construction work & construction of a second processing plant with a capacity of 4,000 tons. per day.

"The construction of a second processing plant with a capacity of 4,000 tons of ore per day is expected to be completed in the fourth quarter of 2021 and start operating in the first quarter of 2022," he explained.

Meanwhile, on November 11, 2020, share-holders approved the plan to increase capital with Pre-emptive Rights (HMETD) or a rights issue. In the rights issue, Bumi Minerals will issue 22.9 billion new shares with an exercise price of Rp 70 per share. Therefore, Bumi Minerals has the potential to receive Rp 1.6 trillion from the rights issue.

Along with the rights issue, the company issued 24.73 billion Series II Warrants. The exercise price of the Series II Warrants is Rp 70 per share so that the total value is Rp 1.73 trillion.

Bumi Minerals Director and Investor Relations Herwin Hidayat said most of the proceeds from the rights issue will be allocated for the construction of a third processing plant with a capacity of 4,000 tons of gold ore per day.

In addition, the funds will also be used for drilling to increase the amount of gold ore reserves in Palu.

"Anak usaha kami, PT Citra Palu Minerals (CPM) juga tengah mengoperasikan pabrik pengolahan yang pertama dengan kapa-sitas penuh sebesar 500 ton bijih per hari," jelas dia dalam keterangan resmi, Rabu (18/11).

Direktur dan CFO Bumi Resources Minerals Fuad Helmy melanjutkan, pihaknya telah menerima fasilitas kredit investasi dalam bentuk standby letter of credit senilai US$ 70 juta dari Bank BNI pada April 2020. Fasilitas ini digunakan untuk mendanai pekerjaan konstruksi & pembangunan pabrik pengolahan kedua dengan kapasitas 4.000 ton per hari.

"Pembangunan pabrik pengolahan kedua dengan kapasitas 4.000 ton bijih per hari diharapkan dapat selesai pada kuartal IV-2021 dan mulai beroperasi pada kuartal I-2022," terang dia.

Adapun pada 11 November 2020, peme-gang saham menyetujui rencana penam-bahan modal dengan Hak Memesan Efek Terlebih Dahulu (HMETD) atau rights issue. Dalam rights issue tersebut, Bumi Minerals akan menerbitkan 22,9 miliar saham baru dengan harga pelaksanaan Rp 70 per saham. Oleh karena itu, Bumi Minerals berpotensi memperoleh dana sebesar Rp 1,6 triliun dari rights issue.

Bersamaan dengan rights issue, perseroan menerbitkan sebanyak 24,73 miliar Waran Seri II. Harga pelaksanaan dari Waran Seri II adalah Rp 70 per saham sehingga seluruhnya bernilai Rp 1,73 triliun.

Direktur dan Investor Relation Bumi Minerals Herwin Hidayat mengatakan, sebagian besar dana dari rights issue akan dialokasikan untuk pembangunan pabrik pengolahan ketiga dengan kapasitas 4.000 ton bijih emas per hari.

Selain itu, dana tersebut juga akan diguna-kan untuk pengeboran untuk menambah jumlah cadangan bijih emas di Palu.


"We also plan to do some drilling work in Gorontalo," he said.

Suseno added that the Rio Tinto Group previously drilled 34 drill holes with an accumulated depth of 7,900 meters at the Poboya mine site. Furthermore, Citra Palu Minerals has also drilled 13 drill holes in the same mine site with a total depth of 3,000 meters.

"From the results of this drilling, we are confident that we can add to the gold ore reserves in Poboya, Palu in our drilling plans in the future," he explained.

If this goes according to plan, continued Suseno, Bumi Minerals could have three factories with a total capacity of 8,500 tons per day in 2023. Meanwhile, Bumi Minerals already has one factory with a capacity of 500 tons per day.

Furthermore, Herwin revealed, Bumi Minerals also plans to use the proceeds from the rights issue to settle the bill to Bumi Resources which reached US$ 29 million. This bil l is related to the preparation for the construction and operation of the first processing plant in Poboya, Palu which has been operating since February 2020. Editor: Jauhari Mahardhika

"Kami juga berencana untuk melakukan beberapa pekerjaan pengeboran di Gorontalo," papar dia.

Suseno menambahkan, Grup Rio Tinto sebe-lumnya juga pernah melakukan pengeboran di 34 lubang bor dengan akumulasi kedalaman 7.900 meter di lokasi tambang Poboya. Selanjutnya, Citra Palu Minerals juga telah me-lakukan pengeboran di 13 lubang bor di lokasi tambang yang sama dengan total kedalaman 3.000 meter.

"Dari hasil pengeboran tersebut kami ber-keyakinan bisa menambah cadangan bijih emas di Poboya, Palu dalam rencana penge-boran kami di masa datang," terang dia.

Apabila hal ini berjalan sesuai rencana, lanjut Suseno, maka Bumi Minerals bisa memiliki tiga pabrik dengan total kapasitas 8.500 ton per hari pada 2023. Sementara saat ini, Bumi Minerals sudah memiliki satu pabrik dengan kapasitas 500 ton per hari.

Lebih lanjut, Herwin mengungkapkan, Bumi Minerals juga berencana menggunakan dana dari rights issue untuk menyelesaikan tagihan kepada Bumi Resources yang mencapai US$ 29 juta. Tagihan ini terkait dengan persiapan pelaksanaan konstruksi dan pengoperasian pabrik pengolahan pertama di Poboya, Palu yang telah beroperasi sejak Februari 2020. Editor : Jauhari Mahardhika

About Tesla's investment news,

this is Vale Indonesia's (INCO) view

Finna U. Ulfah

THE MINERAL mining company, PT Vale

Indonesia Tbk., Assessed that the news of the potential of global electric car company Tesla to build an electric vehicle battery factory in Indonesia must be addressed with caution.

Soal Kabar Investasi Tesla, Ini

Pandangan Vale Indonesia (INCO)

Finna U. Ulfah

EMITEN pertambangan mineral, PT Vale

Indonesia Tbk., menilai kabar potensi per-usahaan mobil listrik global Tesla untuk membangun pabrik baterai kendaraan listrik di Indonesia harus disikapi secara hati-hati.

https://www.bisnis.com/user/487/finna.u..ulfah

https://search.bisnis.com/?q=vale+indonesia


https://search.bisnis.com/?q=tesla



Vale Indonesia Finance Director Bernardus Irmanto said that the news that Tesla would build a factory and collaborate with domestic nickel miners made the Indonesian nickel industry even more attractive to pay attention to.

The news must also be responded to positively but also with great care.

According to Irmanto, on the one hand, this news is a great opportunity for Indonesia to take a strategic position in the field of electric car battery production, or even the production of electric cars itself.

Indonesia also has the opportunity to optimize the utilization and utilization of nickel ore whose reserves are so large.

Moreover, the government has issued a regulation regarding the mineral reference price (HPM) of nickel for saprolite and in the near future it is hoped that HPM will be issued for limonite which can be processed in smelters with High Pressure Acid Leach (HPAL) technology.

Meanwhile, the HPAL technology smelter is used to produce intermediate products for Mix Hydroxide Precipitate (MHP) and Mix Sulphide Precipitate (MSP), which will be the forerunners of nickel sulphate or cobalt sulphate or the raw material for battery components.

"However, on the other hand, issues of sustainability and good mining must be put forward in response to this good prospect," said Irmanto to Bisnis, Wednesday (11/18/2020).

Meanwhile, Irmanto also provided notes related to the pipeline of nickel ore processing projects in Indonesia, which currently focuses more on producing ferronickel, but instead MHP and MSP products for electric vehicle batteries.

Direktur Keuangan Vale Indonesia Bernardus Irmanto mengatakan bahwa kabar Tesla akan membangun pabrik dan menjalin kerja sama dengan penambang nikel dalam negeri membuat industri nikel Indonesia semakin menarik untuk diper-hatikan.

Kabar itu pun harus ditanggapi secara positif tetapi juga dengan penuh kehati-hatian.

Menurut Irmanto, di satu sisi, kabar itu menjadi kesempatan besar bagi Indonesia untuk mengambil posisi strategis dalam percaturan produksi baterai mobil listrik, atau bahkan produksi mobil listrik sendiri.

Indonesia juga memiliki kesempatan untuk mengoptimalkan pendayagunaan dan pemanfaatan bijih nikel yang cadangannya begitu besar.

Apalagi, pemerintah telah mengeluarkan aturan terkait harga patokan mineral (HPM) nikel untuk saprolite dan dalam waktu dekat diharapkan keluar HPM untuk limonite yang bisa diolah di smelter ber-teknologi High Pressure Acid Leach (HPAL).

Adapun, smelter berteknologi HPAL itu untuk memproduksi intermediate produk Mix Hydroxide Precipitate (MHP) dan Mix Sulphide Precipitate (MSP), yang akan menjadi cikal bakal nickel sulphate atau cobalt sulphate atau bahan baku kompo-nen baterai.

“Namun, di sisi lain issue sustainability dan penambangan yang baik harus tetap di-kedepankan menanggapi prospek baik ini,” ujar Irmanto kepada Bisnis, Rabu (18/11/ 2020).

Adapun, Irmanto juga memberikan catatan terkait pipeline proyek pengolahan bijih nikel di Indonesia yang saat ini lebih banyak fokus untuk menghasilkan ferro-nickel melainkan produk MHP dan MSP untuk baterai kendaraan listrik.




He said that the investment in HPAL technology factories tends to be capital intensive and environmentally more challenging than building FeNi and NPI smelter factories.

"However, if the HPAL project that is currently being implemented can be completed and operated properly, I think there will be more HPAL investments in Indonesia," said Irmanto.

Meanwhile, the issuer coded INCO shares plans to build an HPAL nickel smelter in Pomalaa, Southeast Sulawesi, which is targeted for completion in 2025 with a total investment of around US$ 2.5 billion.

Irmanto explained that the project investment value can change and it will be confirmed during the final investment decision (FID) which is targeted for the first quarter of 2021. Editor: Hafiyyan

Dia mengatakan bahwa investasi pabrik berteknologi HPAL cenderung padat modal dan secara lingkungan jauh lebih menan-tang dibandingkan dengan membangun pabrik smelter FeNi dan NPI.

“Namun, kalau project HPAL yang sedang dilaksanakan saat ini bisa diselesaikan dan dioperasikan dengan baik, saya rasa akan lebih banyak lagi investasi HPAL di Indonesia,” papar Irmanto.

Adapun, emiten berkode saham INCO itu berencana untuk membangun smelter nikel HPAL di Pomalaa, Sulawesi Tenggara, yang ditargetkan rampung pada 2025 dengan total investasi sekitar US$2,5 miliar.

Irmanto menjelaskan bahwa nilai investasi proyek itu dapat berubah dan dipastikan pada saat final investment decision (FID) yang ditargetkan pada kuartal I/2021. Editor : Hafiyyan

Wow! The Gasification Project Will Absorb 103 Million Tons Coal

Wilda Asmarini, CNBC Indonesia

THE GOVERNMENT is now continuing to

intensify the downstreaming of coal, one of which is a gasification project. The gasification project will produce a dimethyl ether (DME) product that can be used to substitute LPG, gasoline, or olefins.

Muhammad Wafid, Director of Mineral and Coal Program Development at the Ministry of EMR, said the potential demand for coal for domestic gasification projects to replace imports of LPG, gasoline and olefins could reach 103.3 million tons per year. This amount excludes...

Wow! Proyek Gasifikasi Bakal Serap Batu Bara 103 Juta Ton

Wilda Asmarini, CNBC Indonesia

PEMERINTAH kini terus menggencarkan hilirisasi batu bara, salah satunya berupa proyek gasifikasi. Proyek gasifikasi bakal menghasilkan produk dimethyl ether (DME) yang bisa digunakan untuk sub-stitusi LPG, bensin, maupun olefin.

Muhammad Wafid, Direktur Pembinaan Program Mineral dan Batu Bara Direktorat Jenderal Mineral dan Batu Bara Kemen-terian ESDM mengatakan potensi kebutuh-an batu bara untuk proyek gasifikasi domestik guna menggantikan impor LPG, bensin, dan olefin bisa mencapai 103,3 juta ton per tahun. Jumlah tersebut di luar...



This amount excludes the need for coal for the project's power plant, which is estimated at 38.91 million tons.

Meanwhile, the need for methanol to substitute imports for LPG, gasoline and olefin is estimated at 52 million tons.

"So, the demand for coal for the down-stream process is 103.3 million tons and for power plants 38.91 million tons," he said in a webinar about coal on Wednesday (11/18/2020).

He said the need was based on the assumption that one of them was to replace LPG as much as 5.9 million tons per year. To substitute for the 5.9 million tons of LPG, 9.36 million tons of DME and 13.37 million tons of methanol are needed. The demand for coal to process the gasification reaches 26.6 million tons and the need for coal for power plants is 10.03 million tons.

Meanwhile, to replace 16.52 million tonnes of gasoline, 13.37 million tonnes of methanol and 26.6 million tonnes of coal are needed, and 10.03 million tonnes of coal for power plants. The rest, coal is needed for gasification as a substitute for oil (crude oil) for diesel and olefins.

However, in 2025, it is estimated that methanol demand in Indonesia will only reach 2.1 million tons per year with imports reaching 1.6 million tons.

"The estimate is based on the 2016-2019 trend," he said.

In addition to gasification, there are at least five types of downstream coal that can be developed by the domestic industry, including briquettes, coke, coal upgrading, coal slurry/coal water mixture (fuel oil), and coal liquefaction. Gasification is not only carried out on coal above the surface, but also on coal below the ground (Under-ground Coal Gasification/UCG).

Jumlah tersebut di luar kebutuhan batu bara untuk pembangkit listrik proyeknya yang diperkirakan mencapai 38,91 juta ton.

Sementara kebutuhan metanol untuk sub-stitusi impor LPG, bensin, dan olefin tersebut diperkirakan mencapai 52 juta ton.

"Jadi, kebutuhan batu bara untuk proses hilirisasi sebesar 103,3 juta ton dan untuk pembangkit listrik 38,91 juta ton," ungkap-nya dalam sebuah webinar tentang batu bara pada Rabu (18/11/2020).

Dia mengatakan, kebutuhan tersebut dengan asumsi salah satunya yaitu akan mengganti-kan LPG sebanyak 5,9 juta ton per tahun. Untuk substitusi 5,9 juta ton LPG tersebut, dibutuhkan DME sebanyak 9,36 juta ton dan metanol 13,37 juta ton. Adapun kebutuhan batubara untuk memproses gasifikasi ter-sebut mencapai 26,6 juta ton dan kebutuhan batu bara untuk pembangkit listrik sebanyak 10,03 juta ton.

Sedangkan untuk mengganti 16,52 juta ton bensin, dibutuhkan metanol sebanyak 13,37 juta ton dan batubara 26,6 juta ton, serta batu-bara untuk pembangkit listriknya sebanyak 10,03 juta ton. Selebihnya, batu bara dibutuh-kan untuk gasifikasi sebagai substitusi minyak (crude oil) untuk solar dan olefin.

Namun pada 2025, diperkirakan kebutuhan metanol di Indonesia baru mencapai 2,1 juta ton per tahun dengan impor mencapai 1,6 juta ton.

"Perkiraan itu dengan melihat tren 2016-2019," ujarnya.

Selain gasifikasi, ada setidaknya lima jenis hilirisasi batu bara yang bisa dikembangkan industri domestik, antara lain pembuatan briket, kokas, peningkatan mutu batu bara (coal upgrading), coal slurry/coal water mixture (minyak bakar), dan pencairan batu bara (coal liquefaction). Gasifikasi pun tidak hanya dilakukan pada batu bara di atas permukaan, namun bisa juga pada batu bara di bawah tanah (Underground Coal Gasification/ UCG).


The products of gasification include DME, methanol, urea, ammonia, and hydrogen.

While UCG products can be syngas. Coal liquefaction can produce fuel oil (BBM).

(wia)

Adapun produk dari gasifikasi antara lain berupa DME, metanol, urea, amonia, dan hidrogen. Sementara produk UCG bisa berupa syngas. Untuk pencairan batu bara bisa menghasilkan bahan bakar minyak (BBM). (wia)

Not only PTBA, there are 8 other companies working on

gasification Rahajeng Kusumo, CNBC Indonesia

THE GOVERNMENT continues to encourage

the downstreaming of coal, one of which is through a coal gasification project in the form of dimethyl ether (DME). It turns out that not only PT Bukit Asam Tbk (PTBA) is planning to develop this coal gasification project, but there are eight other companies also planning the same thing.

Secretary General of the National Energy Council, Djoko Siswanto, said that currently there are nine coal companies that are planning and capable of producing DME which is projected to produce up to 12 million tons of DME per year for 20 years. DME from coal gasification can be an alternative fuel to replace LPG.

He mentioned that the nine companies that plan to produce DME include PT Kaltim Prima Coal (KPC) of 1.2 million tons per year, PT Bukit Asam Tbk 1.4 million tons, PT Arutmin Indonesia 1.9 million tons, PT Adaro Energy Tbk. 1.4 million tons, PT Kideco Jaya Agung 500 thousand tons, PT Berau Coal Energy Tbk 1.4 million tons, PT Bahari Cakrawala 1.4 million tons, PT Mandiri Inti Perkasa 1.4 million tons, and PT Tirta Primasakti 1.4 million tons per year.

Gak Cuma PTBA, Ada 8 Perusahaan Lain Bakal Garap

Gasifikasi Rahajeng Kusumo, CNBC Indonesia

PEMERINTAh terus mendorong hilirisasi batubara, salah satunya melalui proyek gasifikasi batu bara berupa dimethyl ether (DME). Ternyata bukan hanya PT Bukit Asam Tbk (PTBA) yang berencana mengembangkan proyek gasifikasi batu bara ini, tapi ada delapan perusahaan lainnya juga merencanakan hal yang sama.

Sekretaris Jenderal Dewan Energi Nasional Djoko Siswanto menyebutkan saat ini terdapat sembilan perusahaan batu bara yang berencana dan mampu memproduksi DME yang diproyeksi bisa memproduksi hingga 12 juta ton DME per tahun selama 20 tahun. DME dari gasifikasi batu bara ini bisa menjadi bahan bakar alternatif peng-ganti LPG.

Dia menyebutkan sembilan perusahaan yang berencana memproduksi DME tersebut antara lain PT Kaltim Prima Coal (KPC) sebesar 1,2 juta ton per tahun, PT Bukit Asam Tbk 1,4 juta ton, PT Arutmin Indonesia 1,9 juta ton, PT Adaro Energy Tbk 1,4 juta ton, PT Kideco Jaya agung 500 ribu ton, PT Berau Coal Energy Tbk 1,4 juta ton, PT Bahari Cakrawala 1,4 juta ton, PT Mandiri Inti Perkasa 1,4 juta ton, dan PT Tirta Primasakti 1,4 juta ton per tahun.


"A total of 12 million tonnes for the next 20 years. We hope this will be the main weapon to reduce LPG imports," said Djoko to CNBC Indonesia, Wednesday (11/18/2020).

Of the nine companies, he admitted that PTBA was the one with the most advanced projects and was the most ready compared to the others because it had completed a feasibility study and would produce 1.4 million tons of DME. Then, according to him, Kaltim Prima Coal will produce methanol and convert it into DME, and Arutmin is also expected to be the earliest company to develop gasification in Indonesia.

"The other six companies have a longer time, because they are in the process of preparing a study. Meanwhile, the three are ready," he said.

Djoko added that the most effective way to reduce LPG imports is through coal gasification in the form of DME. In fact, he estimates, the existence of DME will later be able to replace 30%-40% of LPG needs.

Although there are those who say gasification is not economical, according to Djoko, a common ground can still be found, for example by using low calorie coal, which is usually cheaper. In addition, there will be incentives from the government to make the price more economical.

"It could be with a royalty or tax relief from the Ministry of Finance or EMR. So, LPG subsidies are shifted to DME, so that the upstream price and sales can be adjusted. DME subsidies based on research are Rp. 5 trillion, smaller than LPG subsidies which can swell by Rp. 70 trillion," he said.

As is known, Indonesia's LPG imports continue to increase. Based on the research by the CNBC Indonesia team, LPG imports shot up 19.52% per year (CAGR) from 960 thousand tons in 2009 to 5.71 million tons in 2019.

"Total 12 juta ton sampai 20 tahun ke depan. Kami berharap ini jadi senjata utama untuk mengurangi impor LPG," kata Djoko kepada CNBC Indonesia, Rabu (18/11/2020).

Dari sembilan perusahaan tersebut, dia mengakui PTBA merupakan yang proyeknya paling maju dan sudah paling siap diban-dingkan yang lainnya karena telah menye-lesaikan studi kelayakan dan akan mem-produksi 1,4 juta ton DME. Kemudian, Kaltim Prima Coal menurutnya akan memproduksi metanol dan mengubahnya menjadi DME, dan Arutmin menurutnya juga diharapkan men-jadi perusahaan yang paling awal mengem-bangkan gasifikasi di Indonesia.

"Keenam perusahaan lain waktunya lebih lama, karena mereka sedang dalam proses persiapan kajian. Sementara yang tiga tadi sudah siap," katanya.

Djoko menambahkan, yang paling efektif untuk mengurangi impor LPG adalah melalui gasifikasi batu bara berupa DME. Bahkan, dia memperkirakan, adanya DME nanti bisa mengganti 30%-40% kebutuhan LPG.

Meski ada yang mengatakan gasifikasi tidak ekonomis, namun menurut Djoko masih bisa dicari titik temu misalnya dengan meng-gunakan batu bara kalori rendah yang biasanya harganya lebih murah. Selain itu, akan ada insentif dari pemerintah agar harganya menjadi lebih ekonomis.

"Bisa dengan keringanan royalti ataupun pajak dari Kementerian Keuangan ataupun ESDM. Jadi, subsidi LPG digeser ke DME, sehingga harga di hulu dan jualnya bisa disesuaikan. Subsidi DME berdasarkan riset Rp 5 triliun, lebih kecil dibanding subsidi LPG yang bisa membengkak Rp 70 triliun," ujarnya.

Seperti diketahui, impor LPG Indonesia terus meningkat. Berdasarkan riset tim CNBC Indonesia, impor LPG melesat 19,52% per tahun (CAGR) dari 960 ribu ton pada 2009 menjadi 5,71 juta ton pada 2019.


Based on data from the Ministry of EMR, this year's LPG imports are estimated to increase to 6.84 million tons, and will continue to increase to 10.01 million tons in 2024.

Meanwhile, domestic LPG demand in 2024 is estimated to increase to 11.98 million tons from 8.81 million tons in 2020. Meanwhile, LPG production is estimated to be stagnant at the level of 1.97 million tons per year.

The coal gasification project is intended to become an alternative fuel to replace LPG, so it is hoped that LPG imports will decrease. (wia)

Berdasarkan data Kementerian ESDM, impor LPG tahun ini diperkirakan naik

menjadi 6,84 juta ton, dan akan terus meningkat menjadi 10,01 juta ton pada

2024.

Sementara kebutuhan LPG domestik pada

2024 diperkirakan naik menjadi 11,98 juta ton dari 8,81 juta ton pada 2020 ini.

Sedangkan produksi LPG diperkirakan stagnan di level 1,97 juta ton per tahun.

Proyek gasifikasi batu bara ditujukan untuk menjadi salah satu bahan bakar

alternatif pengganti LPG, sehingga diharap-kan impor LPG pun menurun. (wia)

Kaltim Prima Coal, turning the former mining area into a

tourism lake Reporter: Great Philemon | Editor:

Handoyo

POST-mining reclamation efforts are one

of the efforts of the Ministry of Energy and Mineral Resources (MEMR) to encourage

productive land use.

One of the reclamation efforts of ex-mining

areas is seen in Sangatta, East Kalimantan, where the former mining land belonging to

PT Kaltim Prima Coal was transformed into a lake with an eco-tourism concept.

The Head of the Bureau of Communication, Public Information Services and

Cooperation at the Ministry of EMR, Agung Pribadi, revealed that Batu Arang Lake is

an example of good reclamation and is an indicator that companies care about

environmental sustainability.

Kaltim Prima Coal, sulap eks lahan tambang jadi telaga

wisata Reporter: Filemon Agung | Editor:

Handoyo

UPAYA reklamasi pasca tambang menjadi

salah satu upaya Kementerian Energi dan Sumber Daya Mineral (ESDM) mendorong

penggunaan lahan secara produktif.

Salah satu upaya reklamasi eks lahan

tambang terlihat di Sangatta Kalimantan Timur dimana bekas lahan tambang milik

PT Kaltim Prima Coal disulap menjadi telaga berkonsep eco tourism.

Kepala Biro Komunikasi, Layanan Infor-masi Publik dan Kerjasama Kementerian

ESDM Agung Pribadi mengungkapkan Telaga Batu Arang merupakan contoh

reklamasi yang baik dan menjadi indikator perusahaan peduli dengan keberlang-

sungan lingkungan.


"The indicator of the company is concerned with environmental sustain-

ability, both for the land itself and for building the surrounding community. For

natural tourism and education, for example, if managed properly, it can create

jobs for the surrounding community," said Agung in an official statement, Thursday

(19/11).

Just so you know, Telaga Batu Arang consisting of an area of 270 ha with a lake

area of 12.43 hectares has been reclaimed since 2001. Now it is an educational tour,

botanical and animal gardens.

Based on KPC's official statement, it was stated that the lake in TBA, which was

previously a sedimentation pond, has turned into a major tourist attraction, and

biodiversity through land rehabilitation has also invited various endemic animals.

Water from the lake is categorized as class A, namely drinking water by BPPT and can

be a source of PDAM water. Apart from the lake, several areas that can be visited today

are Bukit Pandang, which offers views in various directions including the Kutai

National Park (TNK), the Sangatta River, the KPC Mine and the beauty of the lake as

a whole.

Until now, Telaga Batu Arang is still in the process of preparing infrastructure and

testing various existing tourism objects, so that it is only used for corporate and

limited circles events. It is hoped that when the post-mining reclamation location is

ready for a tourist attraction, it will move the economy of the community around the

mine.

"Indikator perusahaan peduli dengan keberlangsungan lingkungan baik bagi

lahan itu sendiri maupun membangun masyarakat sekitar. Untuk tempat wisata

alam dan edukasi misalnya, jika dikelola dengan baik, bisa membuka lapangan

pekerjaan untuk masyarakat sekitarnya," kata Agung dalam keterangan resmi, Kamis

(19/11).

Asal tahu saja, Telaga Batu Arang terdiri

dari kawasan seluas 270 ha dengan telaga seluas 12,43 hektar ini telah direklamasi

sejak 2001. Kini menjadi wisata edukasi, kebun botani dan hewani.

Berdasar keterangan resmi KPC disebut-kan bahwa telaga di TBA yang sebelumnya

kolam pengendapan telah berubah men-jadi objek wisata utama, dan keaneka-

ragaman hayati melalui rehabilitasi lahan juga telah mengundang berbagai hewan

endemic.

Air dari telaga dikategorikan kelas A yakni

air baku air minum oleh BPPT dan dapat menjadi sumber air PDAM. Selain telaga,

beberapa area yang bisa dikunjungi saat ini yakni, Bukit Pandang menyajikan peman-

dangan ke berbagai arah mencakup Taman Nasional Kutai (TNK), Sungai Sangatta,

Tambang KPC dan keindahan danau secara menyeluruh.

Hingga saat ini, Telaga Batu Arang masih dalam proses penyiapan infrastruktur dan

ujicoba berbagai obyek wisata yang ada, sehingga baru dipakai untuk acara per-

usahaan dan kalangan terbatas. Diharap-kan saat lokasi reklamasi pasca tambang

ini sudah siap untuk objek wisata, akan menggerakan ekonomi masyarakat sekitar

tambang.


Sentiment from Luhut and Erick Thohir Makes Investors Hunt

Nickel Shares Finna U. Ulfah

ISSUER shares related to nickel are still

the prime investment options for investors. The movement of nickel issuers' shares continues to step on the gas in the green zone and will never back down.

Based on Bloomberg data, at the close of trading Wednesday (11/18/2020) PT Aneka Tambang Tbk shares. (ANTM) succeeded in leading the increase in shares of nickel companies, which rose 4.2 percent to Rp1,240 with a total market capitalization of Rp.29.8 trillion.

In fact, ANTM is the most actively traded stock based on its value on the Indonesia Stock Exchange, reaching Rp1.1 trillion. During the last six months of trading ANTM has strengthened by up to 151.01 percent, while year to date it has increased by 47.62 percent.

Meanwhile, investors also seem to be chasing shares of PT Vale Indonesia Tbk. (INCO) so that parking is at the level of Rp 4,670 per share, up 1.97 percent with a total market capitalization of Rp 46.4 trillion.

In the last six trading months, INCO rose up to 76.23 percent and throughout the year 2020 shares rose 28.3 percent.

However, the shares of the issuer PT Trinitan Metals and Minings Tbk. (PURE), which is building a nickel smelter in the Special Economic Zone (KEK) of Palu, did not seem to take advantage of the strengthening momentum by closing down 1.52 percent to the level of Rp260.

Sentimen Luhut dan Erick Thohir Bikin Saham Nikel Diburu

Investor Finna U. Ulfah

SAHAM emiten yang berkaitan dengan

komoditas nikel tampak masih menjadi primadona pilihan investasi bagi investor. Pergerakan saham emiten nikel masih terus tancap gas di zona hijau dan pantang mundur.

Berdasarkan data Bloomberg, pada penu-tupan perdagangan Rabu (18/11/2020) saham PT Aneka Tambang Tbk. (ANTM) berhasil memimpin penguatan saham emiten nikel, yaitu menguat 4,2 persen ke posisi Rp1.240 dengan total kapitalisasi pasar sebesar Rp29,8 triliun.

Bahkan, ANTM menjadi saham yang paling aktif diperdagangkan berdasarkan nilai di Bursa Efek Indonesia, mencapai Rp1,1 triliun. Sepanjang enam bulan perda-gangan terakhir ANTM telah menguat hingga 151,01 persen, sedangkan secara year to date naik sebesar 47,62 persen.

Sementara itu, investor juga tampak memburu saham PT Vale Indonesia Tbk. (INCO) sehingga parkir di level Rp4.670 per saham, menguat 1,97 persen dengan total kapitalisasi pasar Rp46,4 triliun.

Dalam enam bulan perdagangan terakhir, INCO naik hingga 76,23 persen dan sepanjang tahun berjalan 2020 saham menguat 28,3 persen.

Kendati demikian, saham emiten PT Trinitan Metals and Minings Tbk. (PURE) yang tengah membangun smelter nikel di Kawasan Ekonomi Khusus (KEK) Palu, tampak tidak memanfaatkan momentum penguatan dengan ditutup melemah 1,52 persen ke level Rp260.

https://www.bisnis.com/user/487/finna.u..ulfah

https://search.bisnis.com/?q=nikel





During the last six trading months, PURE has strengthened to 157.43 percent even though year to date it has still corrected 3.7 percent.

In addition, the shares of coal mining issuers were also attacked by investors because they held a 3.7 percent share ownership in Nickel Mine Ltd., PT Harum Energy Tbk. (HRUM), also did not go green and parked at the level of Rp. 2,320, corrected by 0.43 percent.

In fact , in mid-trading Wednesday (11/18/2020) HRUM had risen to Rp2,440, which was the highest level of HRUM in the past year. Meanwhile, in six months of trading HRUM has risen 84.86 percent, while year to date it has appreciated up to 75.76 percent.

On the other hand, another state-owned mineral mining issuer, PT Timah Tbk. (TINS) managed to gain momentum following the movements of other nickel issuers.

At the close of trading Wednesday (11/18/2020) TINS parked at the level of Rp1,140, up to 7.04 percent. In the last six months, TINS skyrocketed 147.83 percent.

Samuel Sekuritas Indonesia analyst Dessy Lapagu said that the main sentiment for the movement of nickel stocks this time came mainly from the news about the planned signing of LG Chem, a South Korean company, with the Indonesian government this weekend regarding the electric car battery project or Indonesia Battery Holding (IBH).

This was conveyed by the Coordinating Minister for Maritime Affairs and Invest-ment Luhut Pandjaitan in a virtual seminar Tuesday (18/11/2020).

In addition, Contemporary Amperex Technology Co. Ltd was also reported to have signed a contract with PT Indonesia Asahan Aluminum (Persero) last week. According to him,...

Sepanjang enam bulan perdagangan terakhir, PURE menguat hingga 157,43 persen walau-pun secara year to date masih terkoreksi 3,7 persen.

Selain itu, saham emiten pertambangan batu bara yang juga sempat diserbu investor karena menggenggam 3,7 persen kepemilikan saham di Nickel Mine Ltd., PT Harum Energy Tbk. (HRUM), juga tidak ikut menghijau dan parkir di level Rp2.320, terkoreksi 0,43 persen.

Padahal, pada pertengahan perdagangan Rabu (18/11/2020) HRUM sempat naik hingga ke Rp2.440, yang merupakan level tertinggi HRUM dalam setahun terakhir. Adapun, dalam enam bulan perdagangan HRUM telah naik 84,86 persen, sedangkan secara year to date terapresiasi hingga 75,76 persen.

Di sisi lain, saham emiten pertambangan mineral pelat merah lainnya, PT Timah Tbk. (TINS) berhasil ikut menguat mengikuti pergerakan saham-saham emiten nikel lainnya.

Pada penutupan perdagangan Rabu (18/11/2020) TINS parkir di level Rp1.140, naik hingga 7,04 persen. Dalam enam bulan terakhir, TINS meroket 147,83 persen.

Analis Samuel Sekuritas Indonesia Dessy Lapagu mengatakan bahwa sentimen utama pergerakan saham nikel kali ini terutama datang dari kabar rencana penandatanganan LG Chem, perusahaan Korea Selatan, dengan Pemerintah Indonesia pada akhir pekan ini terkait proyek baterai mobil listrik atau Indonesia Battery Holding (IBH).

Adapun hal itu disampaikan oleh Menteri Koordinator Bidang Kemaritiman dan Investasi Luhut Pandjaitan dalam sebuah seminar virtual Selasa (18/11/2020).

Selain itu, Contemporary Amperex Technology Co. Ltd dikabarkan juga sudah melakukan penandatanganan dengan PT Indonesia Asahan Aluminium (Persero) pada pekan lalu. Kolaborasi itu menurut-nya...


According to him, the collaboration is for the manufacture of lithium batteries.

"Issuers that will benefit directly from this project are ANTM as a subsidiary of MIND ID as well as a provider of nickel ore raw material," said Dessy to Bisnis, Wednesday (11/18/2020).

Earlier, the Ministry of State-Owned Enterprises (SOE) claimed that the two manufacturers of electric vehicle (EV) batteries for the world's largest electric vehicle, CATL from China and LG Chem Ltd from South Korea, signaled it would join forces in a US$ 20 billion investment project in chain development. nickel supply in Indonesia.

"This is a breath of fresh air. Indonesia's efforts, which have abundant mining wealth to downstream the mineral and coal industry, have received a good response from foreign investors," said SOE Minister Erick Thohir recently. Editor: Hafiyyan

Kolaborasi itu menurutnya untuk pem-buatan lithium battery.

“Emiten yang akan mendapat benefit langsung dari proyek ini adalah ANTM sebagai anak usaha MIND ID sekaligus penyedia raw material nickel ore,” papar Dessy kepada Bisnis, Rabu (18/11/2020).

Sebelumnya, Kementerian Badan Usaha Milik Negara (BUMN) mengklaim dua produsen electric vehicle (EV) battery untuk kendaraan listrik terbesar dunia, CATL dari China dan LG Chem Ltd dari Korea Selatan, memberikan isyarat akan bergabung dalam proyek investasi bernilai US$20 miliar dalam pengembangan rantai pasokan nikel di Indonesia.

"Ini sebuah angin segar. Usaha Indonesia yang memiliki kekayaan tambang berlimpah untuk melakukan penghiliran industri minerba langsung mendapat respon bagus dari investor asing,” ujar Menteri BUMN Erick Thohir, baru-baru ini. Editor : Hafiyyan

EU Drops Anti Dumping Investigation on Indonesian Stainless Steel BY : EVA FITRIANI

THE EUROPEAN Commission has terminated an anti-dumping probe into hot-rolled

stainless steel from Indonesia after the European steel lobby withdrew their complaints, the Indonesian Trade Ministry said on Tuesday.

The decision ensures access to a key market for Indonesia's steel industry, which has ramped up its production capacity in the past few years.

"Indonesia welcomes the European Union's decision to cancel the investigation because from the start we believed that Indonesian products always compete fairly in the European market," Trade Minister Agus Suparmanto said in a statement.

"We will encourage the Indonesian industry to take advantage of this cancellation by improving the export performance of [hot rolled stainless steel] products to the European Union and proactively maintaining export access," Agus said.

Indonesia began exporting the hot-rolled stainless steel to the EU in 2018, raking in a total of $99.3 million from the shipments that year. The export increased a little to $100.5 million in


2019 when the European Union Steel Industry Association (Eurofer) complained about Indonesia's alleged dumping practice.

The lobby group accused Indonesia of providing incentives to producers through policies that prohibit or restrict mineral and metal scrap exports, reducing Indonesia's raw materials' price.

The European opened investigation on Indonesian steels in October last year.

Among the policies in contention was Indonesia's decision to stop exporting ores containing more than 1.7 nickel, a critical ingredient for making steel. In Indonesian defense, Didi Sumedi, the director-general of foreign trade at the Trade Ministry, said the provision was not specifically directed to benefit the Indonesian stainless steel industry.

"These provisions are clearly intended to realize sustainable management of Indonesia's mineral resources, given the non-renewable nature of the raw material, and to encourage the growth of value-added industrial investment in Indonesia," Didi said on Tuesday.

Eurofer unexpectedly withdrew their complaint in September, forcing the Commission to stop their investigation.

"We firmly believe that neither Eurofer nor the European Commission found any subsidy element in their overall claims. Therefore Eurofer withdrew the complaint,” Pradnyawati, the director of trade security at the Trade Ministry, said in the statement.

Hot-rolled stainless steel, widely used in construction, has become an important commodity among Indonesia's exports. The country shipped $2.6 billion worth of hot-rolled stainless steel worldwide, up 30 percent from $2 billion a year earlier, data from the Central Statistics Agency showed. In 2017, in Indonesia, the hot-rolled stainless steel export value only reached $483 million.

BUMI Received 6 Awards 2020 ESG Award

Donald Banjarnahor, CNBC Indonesia

PT BUMI Resources Tbk (BUMI) won an

award at the 2020 Environmental, Social & Governance (ESG) Award. BUMI received the highest rating for ESG disclosure in its sustainability report.

This award was carried out by Bumi Global Carbon, organized by Berita Satu Media Holdings. Bumi Global Carbon is a member of...

BUMI Borong 6 Penghargaan ESG Award 2020

Donald Banjarnahor, CNBC Indonesia

PT BUMI Resources Tbk (BUMI) meraih

penghargaan dalam ajang Environmental, Social & Governance (ESG) Award 2020. BUMI mendapatkan penilaian tertinggi atas peng-ungkapan ESG dalam laporan keberlanjutan.

Penghargaan ini dilakukan oleh Bumi Global Carbon, yang diselenggarakan oleh Berita Satu Media Holdings. Bumi Global Carbon anggota...


Bumi Global Carbon is a member of the Global Reporting Initiatives (GRI), Task Force on Climate-related Financial Disclosure (TFCD) and Silver Partner of the Carbon Disclosure Project (CDP).

In this award there are 33 key ESG factors based on leading capital markets, regula-tory studies, international agreements, and reporting standards and guidelines that have been through the assurance process by the Tuv Rheinland Group, as a leading independent Testing , Inspection, and Certification (TIC) service provider for security, compliance, and efficiency.

"BUMI will continue to be consistent in strengthening sustainable ESG programs to support Sustainable Development Goals (SDGs), of course the award will further strengthen our motivation to innovate optimally and increase the Company's role in environmental management, conser-vation and efficiency in the use of natural resources (water and energy), conserving biodiversity, and implementing Commu-nity Development programs," said BUMI President Saptari Hoedaja in his official broadcast, Wednesday (11/18/2020).

Based on the assessment of 33 ESG factors as parameters, BUMI obtained first place for the Disclosure Rating in the overall ESG, Environmental, Governance category, and second place for the Social category.

The company also ranks in the top 3 nationally from all listed sectors for the ESG and Environmental categories. "BUMI is a world-class company known for its excellence in ESG and CSR. This award complements BUMI's achievement in implementing good mining governance, and at the same time proves BUMI's commitment to development in the fields of Environmental, Social and Governance (ESG)," said Saptari. (dob/dob)

Bumi Global Carbon anggota Global Reporting Initiatives (GRI), Task Force on Climate-related Financial Disclosure (TFCD) dan Silver Partner of the Carbon Disclosure Project (CDP).

Dalam penghargaan ini ada 33 faktor utama ESG berdasarkan pasar modal terkemuka, studi peraturan, perjanjian internasional, serta standar dan pedoman pelaporan yang telah melalui proses assurance oleh Tuv Rheinland Group, sebagai penyedia layanan Testing, Inspection, and Certification (TIC) independen ternama untuk keamanan, kepatuhan, dan efisiensi.

"BUMI akan terus konsisten dalam memper-kuat program-program ESG berkelanjutan untuk mendukung Sustainable Development Goals (SDGs), tentunya penghargaan semakin memperkuat motivasi kami untuk berinovasi secara optimal dan meningkatkan peran Perseroan di bidang pengelolaan lingkungan, konservasi dan efisiensi dalam penggunaan sumber daya alam (air dan energi), pelestarian keanekaragaman hayati, serta melaksanakan program pengem-bangan masyarakat (Community Develop-ment)," kata Presiden BUMI Saptari Hoedaja dalam siaran resminya, Rabu (18/11/2020).

Berdasarkan penilaian 33 faktor ESG sebagai parameter, BUMI memperoleh posisi pertama untuk Peringkat Keterbukaan dalam kategori ESG keseluruhan, Environmental, Governance, dan di posisi kedua untuk kategori Social.

Perusahaan juga menduduki peringkat 3 besar secara nasional dari keseluruhan sektor emiten untuk kategori ESG dan Environmental. "BUMI adalah perusahaan kelas dunia yang terkenal dengan keunggulan dalam ESG dan CSR. Penghargaan ini meleng-kapi pencapaian BUMI dalam penerapan tata kelola pertambangan yang baik, dan sekaligus membuktikan komitmen BUMI dalam pengembangan di bidang Environ-mental, Social, dan Governance (ESG)," kata Saptari. (dob/dob)


Wastewater Quality Standards for Nickel Ore Mining Business

and Activities Author: Iqlima Nur Annisa, Editor: Faris

Primayudha

INDUSTRIAL waste is generally a toxic

and hazardous material (B3) that comes from the production process of an industry. Like the nickel ore mining industry, both in all of its mining activities to the processing process has the potential to come into contact with water so that it can produce runoff that carries the remaining nickel ore to the water bodies around the mining site. Usually the problems in water bodies that often occur at nickel mining sites are the high total suspended solids (TSS) content and the heavy metal nickel content. Therefore, every person in charge of a nickel ore mining business and/or activity is required to treat waste water originating from nickel ore mining and/or processing activities so that the waste water discharged into the water body does not exceed the established wastewater quality standards.

Wastewater Quality Standards for Nickel Ore Mining Activities

The quality standard of waste water for nickel ore mining business and/or activities is water originating from nickel ore mining activities in liquid form. Based on the Regulation of the Minister of Environment Number 09 of 2006, the quality standards for waste water for nickel ore mining businesses and/or activities are as follows.

Baku Mutu Air Limbah Bagi Usaha dan Kegiatan

Pertambangan Bijih Nikel Penulis : Iqlima Nur Annisa, Editor : Faris

Primayudha

LIMBAH industri pada umumnya merupa-

kan bahan beracun dan berbahaya (B3) yang berasal dari proses produksi sebuah industri. Seperti halnya industri pertam-bangan bijih nikel, baik dalam seluruh kegiatan penambangannya hingga proses pengolahannya berpotensi mengalami kontak dengan air sehingga dapat meng-hasilkan limpasan yang membawa sisa bijih nikel ke badan air di sekitar lokasi penambangan. Biasanya permasalahan di badan air yang sering terjadi di lokasi penambangan nikel ini adalah tingginya kandungan padatan tersuspensi total (TSS) dan kandungan logam berat nikel. Maka dari itu setiap penanggung jawab usaha dan/atau kegiatan pertambangan bijih nikel wajib melakukan pengolahan air limbah yang berasal dari kegiatan penam-bangan dan/atau pengolahan bijih nikel supaya air limbah yang dibuang ke badan air tidak melampaui baku mutu air limbah yang telah ditetapkan.

Baku Mutu Air Limbah Kegiatan Penambangan Bijih Nikel

Baku mutu air limbah usaha dan/atau kegiatan penambangan bijih nikel adalah air yang berasal dari kegiatan penam-bangan bijih nikel yang berwujud cair. Berdasarkan Peraturan Menteri Ling-kungan Hidup Nomor 09 Tahun 2006, baku mutu air limbah bagi usaha dan/atau kegiatan penambangan bijih nikel adalah sebagai berikut.

https://www.linkedin.com/in/iqlimana/

https://www.linkedin.com/in/faris-primayudha-l-24260217b/

https://www.linkedin.com/in/faris-primayudha-l-24260217b/


• Maximum pH level: 6-9 • Maximum TSS level: 200 mg/l • Maximum Cu: 2 mg/l • Maximum level of Cd: 0.05 mg/l • Maximum Zn level: 5 mg/l • Maximum Pb level: 0.1 mg/l • Maximum Ni level: 0.5 mg/l • Maximum levels of Cr 6+: 0.1 mg/l • Maximum total Cr: 0.5 mg/l • Maximum levels of Fe: 5 mg/l • Maximum Co: 0.4 mg/l

Wastewater Quality Standards for Nickel Ore Processing Activities

The quality standard of waste water for nickel ore mining business and/or activities is water originating from the residual nickel ore processing activity in liquid form. Based on the Regulation of the Minister of Environment Number 09 of 2006, the quality standards for waste water for nickel ore processing businesses and/or activities are as follows. • Maximum pH level: 6-9 • Maximum TSS level: 100 mg/l • Maximum Cu: 2 mg/l • Maximum level of Cd: 0.05 mg / l • Maximum Zn level: 5 mg/l • Maximum Pb level: 0.1 mg/l • Maximum Ni level: 0.5 mg/l • Maximum levels of Cr 6+: 0.1 mg/l • Maximum total Cr: 0.5 mg/l • Maximum levels of Fe: 5 mg/l • Maximum Co: 0.4 mg/l

Emission Quality Standards for Nickel Ore Processing Activities

Particularly in nickel ore processing activities, there is the potential to produce excessive emissions which can cause air pollution. Emission quality standard is the limit for the highest level and/or the highest emission load that is allowed to enter or be introduced into the ambient air. Based on the Regulation of the Minister of Environment Number 04 of 2014,...

Kadar maksimum pH : 6-9 Kadar maksimum TSS : 200 mg/l Kadar maksimum Cu : 2 mg/l Kadar maksimum Cd : 0,05 mg/l Kadar maksimum Zn : 5 mg/l Kadar maksimum Pb : 0,1 mg/l Kadar maksimum Ni : 0,5 mg/l Kadar maksimum Cr 6+ : 0,1 mg/l Kadar maksimum Cr total : 0,5 mg/l Kadar maksimum Fe : 5 mg/l Kadar maksimum Co : 0,4 mg/l

Baku Mutu Air Limbah Kegiatan Pengolahan Bijih Nikel

Baku mutu air limbah usaha dan/atau kegiatan pertambangan bijih nikel adalah air yang berasal dari sisa kegiatan peng-olahan bijih nikel yang berwujud cair. Berdasarkan Peraturan Menteri Ling-kungan Hidup Nomor 09 Tahun 2006, baku mutu air limbah bagi usaha dan/atau kegiatan pengolahan bijih nikel adalah sebagai berikut. Kadar maksimum pH : 6-9 Kadar maksimum TSS : 100 mg/l Kadar maksimum Cu : 2 mg/l Kadar maksimum Cd : 0,05 mg/l Kadar maksimum Zn : 5 mg/l Kadar maksimum Pb : 0,1 mg/l Kadar maksimum Ni : 0,5 mg/l Kadar maksimum Cr 6+ : 0,1 mg/l Kadar maksimum Cr total : 0,5 mg/l Kadar maksimum Fe : 5 mg/l Kadar maksimum Co : 0,4 mg/l

Baku Mutu Emisi Kegiatan Pengolahan Bijih Nikel

Khusus dalam kegiatan pengolahan bijih nikel, terdapat potensi menghasilkan emisi yang berlebih sehingga dapat meng-akibatkan pencemaran udara. Baku mutu emisi adalah batas kadar paling tinggi dan/atau beban emisi paling tinggi yang diperbolehkan masuk atau dimasukkan ke dalam udara ambien. Berdasarkan Peraturan Menteri Lingkungan Hidup Nomor 04 Tahun 2014,...


Based on the Regulation of the Minister of Environment Number 04 of 2014, the processing of nickel ore that uses pyrometallurgy and produces products in the form of nickel sulfide, iron nickel, iron and nickel alloys, and pig iron must meet the emission quality standards as follows.

Source of nickel mate • Maximum level of SO2: 0.86 kg/kg Ni

The source of the reduction furnace • Maximum level of SO2: 800 mg/Nm3 • Maximum particulate level: 250 mg/Nm3 • Maximum level of NOx: 800 mg/Nm3 • Maximum level of H2S: 10 mg/Nm3 • Maximum Zn level: 50 mg/Nm3 • Maximum level of Ni: 50 mg/Nm3 • Maximum opacity level: 30%

The source of the drying furnace • Maximum level of SO2: 700 mg/Nm3 • Maximum particulate level: 250 mg/Nm3 • Maximum level of NOx: 800 mg/Nm3 • Maximum opacity level: 30%

The source of the electric furnace • Maximum level of SO2: 700 mg/Nm3 • Maximum particulate level: 250 mg/Nm3 • Maximum level of NOx: 800 mg/Nm3 • Maximum level of H2S: 10 mg/Nm3 • Maximum Zn level: 50 mg/Nm3 • Maximum level of Ni: 50 mg/Nm3 • Maximum opacity level: 30%

The source of the product dryer • Maximum level of SO2: 600 mg/Nm3 • Maximum particulate level: 250 mg/Nm3 • Maximum level of NOx: 600 mg/Nm3 • Maximum opacity level: 30%

Note:

1. Specifically for nickel mate, sulfur dioxide (SO2) is calculated from all activities (furnaces, electric furnaces, dryers, and generators) for an average year.

2. The sulfur dioxide (SO2) quality standard does not apply to nickel mate.

Berdasarkan Peraturan Menteri Lingkungan Hidup Nomor 04 Tahun 2014, proses pengolahan bijih nikel yang menggunakan pirometalurgi dan menghasilkan produk berupa sulfida nikel, nikel besi, paduan besi dan nikel, dan besi kasar wajib memenuhi baku mutu emisi sebagai berikut.

Sumber dari nikel mate Kadar maksimum SO2 : 0,86 kg/kg Ni

Sumber dari tanur reduksi Kadar maksimum SO2 : 800 mg/Nm3 Kadar maksimum partikulat : 250 mg/Nm3 Kadar maksimum NOx : 800 mg/Nm3 Kadar maksimum H2S : 10 mg/Nm3 Kadar maksimum Zn : 50 mg/Nm3 Kadar maksimum Ni : 50 mg/Nm3 Kadar maksimum opasitas : 30%

Sumber dari tanur pengering Kadar maksimum SO2 : 700 mg/Nm3 Kadar maksimum partikulat : 250 mg/Nm3 Kadar maksimum NOx : 800 mg/Nm3 Kadar maksimum opasitas : 30%

Sumber dari tungku listrik Kadar maksimum SO2 : 700 mg/Nm3 Kadar maksimum partikulat : 250 mg/Nm3 Kadar maksimum NOx : 800 mg/Nm3 Kadar maksimum H2S : 10 mg/Nm3 Kadar maksimum Zn : 50 mg/Nm3 Kadar maksimum Ni : 50 mg/Nm3 Kadar maksimum opasitas : 30%

Sumber dari pengering produk Kadar maksimum SO2 : 600 mg/Nm3 Kadar maksimum partikulat : 250 mg/Nm3 Kadar maksimum NOx : 600 mg/Nm3 Kadar maksimum opasitas : 30%

Catatan:

1. Khusus untuk nikel mate, sulfur dioksida (SO2) dihitung dari seluruh kegiatan (tanur, tungku listrik, pengering, dan pembangkit) untuk rata-rata dalam satu tahun.

2. Baku mutu sulfur dioksida (SO2) tidak berlaku untuk nikel mate.


3. All parameters are measured under standard conditions, namely 25ºC (twenty five degrees Celsius) and 1 (one) atmosphere.

4. All parameters are corrected with oxygen (O2) 10% (ten percent).

3. Semua parameter diukur pada kondisi standar yaitu 25ºC (dua puluh lima

derajat selsius) dan 1 (satu) atmosfer.

4. Semua parameter dikoreksi dengan

oksigen (O2) 10% (sepuluh persen).

Coal Prices Are Still Strongly Raising, Prices Reach US$63

Tirta Citradi, CNBC Indonesia

THE CONTRACT price for Newcastle

thermal coal is still strong enough to go up despite the issue of a boycott of coal from Australia. Now the coal contract price is still firmly at the highest level in the last seven months.

In trading Wednesday (11/18/2020) the contract price for thermal coal was closed up 0.88% to US$ 63.05/ton. This is the highest price since April 3, 2020. Since November 9, the movement of coal prices seemed to run out of fuel before finally strengthening again yesterday.

China's thermal coal and coking coal imports from Australia have indeed dropped signif icantly because the government reportedly gave informal instructions for industrial players to stay away from coal products from the Kangaroo Country.

Based on Refinitiv data, Australian exports of coking coal and thermal coal to China reached 3.35 million tonnes in October, up slightly from 3.31 million in September, but dropped dramatically from 12.33 million in June which was the strongest month. this time of year.

Ternyata Batu Bara Masih Kuat Nanjak, Harganya Tembus

US$63 Tirta Citradi, CNBC Indonesia

HARGA kontrak batu bara termal

Newcastle ternyata masih kuat untuk naik kendati isu boikot batu legam asal Australia itu santer berembus. Kini harga kontrak batu bara masih kokoh di level tertinggi dalam tujuh bulan terakhir.

Pada perdagangan Rabu (18/11/2020) harga kontrak batu bara termal itu ditutup menguat 0,88% ke US$ 63,05/ton. Ini menjadi harga tertinggi sejak 3 April 2020. Sejak 9 November pergerakan harga batu bara seperti kehabisan bahan bakar sebelum akhirnya menguat lagi kemarin.

Impor batu bara termal dan kokas China dari Australia memang drop signifikan karena pemerintah dikabarkan memberi instruksi informal bagi pelaku industrinya untuk menjauhi produk batu bara asal Negeri Kanguru itu.

Berdasarkan data Refinitiv, ekspor Australia untuk jenis batu bara kokas dan batu bara termal ke China mencapai 3,35 juta ton pada Oktober atau naik sedikit dari 3,31 juta pada September, tetapi turun drastis dari 12,33 juta pada Juni yang menjadi bulan terkuat sepanjang tahun ini.


But actually China st il l has serious problems. The tight supply has made domestic coal prices soar. Last week the Qinhuangdao thermal coal price was pegged at RMB 618/ton or the equivalent of US$ 94.15/ton.

China's local thermal coal price has exceeded the upper limit of the coal price set by the government, namely RMB 570/ton.

Apart from the fact that China's domestic coal price is still very high, the increase in Australian exports to several other countries is still at least able to offset the drop in exports to the Bamboo Curtain country.

Exports to India in September this year were recorded at 5.97 million tons. However, Indian coal imports from Australia are predominantly coking coal and therefore have little impact on the price of thermal coal.

Outside of China, Australia's main thermal coal customers are Japan and South Korea, which provides a more positive picture for the Kangaroo coal miners.

Australian exports to Japan have increased slightly in recent months. Coal exports were recorded at 8.3 million tonnes in October and 8.45 million in September. Exports in those two months were the best since March.

Shipments to South Korea reached 4.95 million tonnes in October, an increase from 4.24 million in September and became Australia's strongest export since December last year.

Adding to the positive sentiment for prices is good news regarding the latest developments in the promising Covid-19 vaccines of Pfizer, BioNTech and Moderna. Optimism in the market increased...

Namun sebenarnya China juga masih punya masalah yang serius. Ketatnya pasokan membuat harga batu bara domestik-nya melambung. Terakhir pekan lalu harga batu bara termal Qinhuangdao dipatok di RMB 618/ton atau setara dengan US$ 94,15/ton.

Harga batu bara termal lokal China sudah melampaui batas atas harga batu bara yang ditetapkan pemerintah yaitu RMB 570/ton.

Selain karena harga batu bara domestik China yang masih sangat tinggi, kenaikan ekspor Australia ke beberapa negara lain setidaknya masih mampu mengimbangi anjloknya ekspor ke Negeri Tirai Bambu.

Ekspor ke India dalam pada bulan September tahun ini tercatat sebesar 5,97 juta ton. Namun, impor batu bara India dari Australia sebagian besar merupakan batu bara kokas dan oleh karena itu hanya berdampak kecil pada harga batu bara termal.

Di luar China, pelanggan batu bara termal utama Australia adalah Jepang dan Korea Selatan, yang memberikan gambaran yang lebih positif bagi penambang batu bara asal Negeri Kanguru.

Ekspor Australia ke Jepang sedikit meningkat dalam beberapa bulan terakhir. Ekspor batu bara tercatat mencapai 8,3 juta ton di bulan Oktober dan 8,45 juta di bulan September. Ekspor pada dua bulan tersebut menjadi yang terbaik sejak Maret.

Pengiriman ke Korea Selatan mencapai 4,95 juta ton pada Oktober atau mengalami kenaikan dari 4,24 juta pada September dan menjadi ekspor Australia terkuat sejak Desember tahun lalu.

Menambah sentimen positif untuk harga adalah berita baik terkait perkembangan terbaru vaksin Covid-19 Pfizer, BioNTech dan Moderna yang menjanjikan. Optimisme di pasar meningkat...


Optimism in the market increased and commodity prices lifted. These are the factors that have made coal prices stronger. CNBC INDONESIA RESEARCH TEAM (twg/twg)

Optimisme di pasar meningkat dan harga-harga komoditas pun terangkat. Itulah faktor-faktor yang membuat harga batu bara masih mampu menguat. TIM RISET CNBC INDONESIA (twg/twg)

World’s no. 2 copper producer hits the hard part of its recovery Bloomberg News

PERU, the biggest copper-producing nation after Chile, bounced back from hard lockdowns to post double-digit output growth mid year. The next stage of its recovery is proving slower.

Mines have invested in social distancing measures to keep workers safe and are now focusing on defending margins rather than just lifting production, said Victor Gobitz, president of Peru’s Institute of Mining Engineers.

“It’s going to take some time to get back to last year’s levels,” Gobitz said in a telephone interview Tuesday, adding that for some operations that won’t happen until next year. “The priority isn’t to produce more, it’s to become more financially robust.”

While production in neighboring Chile has remained fairly stable during the pandemic, most of Peru’s mining industry closed for two months, depriving Chinese smelters of concentrates and pushing up treatment charges, before bouncing back sharply in June and July. Since then, gains have been more subdued and slower output growth will continue, said Gobitz, who also heads Antamina, one of Peru’s biggest copper mines.

https://www.mining.com/external-author?author=Bloomberg%20News


Still, the industry has managed to keep Covid-19 infections to a minimum and mines are operating without any impact from political turmoil in the country, he said. After reducing workforces earlier in the year, some companies are back to 90% staffing levels, Gobitz said.

A wild week in Peruvian politics has seen three different presidents in power. While that has had an indirect impact on mining via market reactions, the industry has been producing and shipping mineral without any disruptions from protests, which have been centered in urban areas, he said.

Given mining in Peru is supported by rich deposits, plentiful energy, modern regulations and a healthy project pipeline, the industry is well positioned to push through political noise that’s the result of some institutions not maturing, he said. (By James Attwood and John Quigley)

Wescoal starts retrenchment process as low domestic, export demand

persists By: Creamer Media Reporter

COAL miner Wescoal has started the process to implement group-wide retrenchments,

noting that this is necessary in light of lower demand from key customers, a lower selling price, above-inflation cost increases and the negative impact of Covid-19 on the company, which has necessitated a reassessment of its business model and to implement cost saving initiatives.

The miner has started a Section 189 process, which it expects to conclude by mid-December, with staff reductions to be implemented across all operations.

"The impact of lower offtake from Eskom and other key trading clients has resulted in the need to create significant financial headroom for the remainder of this financial year. Several solutions in this regard are already being pursued including cost cutting, mining production reduction, rescheduling capital expenditure and noncore asset sales," the company says in a trading update.

The mining division's sales volumes increased by 43% year-on-year to 3.73-million tonnes, mainly as a result of sales in terms of power utility Eskom's rectification plan for the Moabsvelden mine.

The trading division's sales volumes for the six months to September 30, however, decreased by 30% year-on-year to 363 000 t, as a result of the national Covid-19-related lockdown.

Power utility Eskom reduced its coal offtake in response to lower electricity demand during the six-month period. The utility had issued suppliers with force majeure notices in April, which were withdrawn in August.

Nevertheless, sales to Eskom remain lower than before the lockdown started.

As Wescoal had continued to operate at full capacity, run-of-mine and saleable product stockpiles have built up at all of the company's mines. These stockpiles have increased by 60% since the start of Wescoal's 2021 financial year on April 1.

https://www.miningweekly.com/author.php?u_id=1013

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https://www.miningweekly.com/topic/operations

https://www.miningweekly.com/topic/financial


https://www.miningweekly.com/topic/solutions

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https://www.miningweekly.com/topic/power




"While offtake levels are expected to normalise in the late third, to early fourth quarter of the financial year, there remains significant downside risk to sales volumes.

"Wescoal is currently exploring opportunities to supply into the domestic market, as demand for coal returns with the easing of National Lockdown measures, and if successful, this will diversify revenue streams in general, while offsetting lower sales volumes to Eskom," the company states.

Meanwhile, the company's production for the six months under review increased by 62% year-on-year to 4.43-million tonnes.

Output at Vanggatfontein increased by 210% year-on-year to 2.34-million tonnes, while output at Elandspruit increased by 21% year-on-year to 1.55-million tonnes.

Safety stoppages at Khanyisa, however, resulted in a 21% year-on-year decrease in the mine's output to 548 000 t.

Wescoal expects full-year run-of-mine production to exceed eight-million tonnes.

An improved performance from the company's mining operations contributed to a return to profitability for the group, with Wescoal expecting to report a 125% to 129% improvement in headline earnings a share to between 3c and 3.5c, compared with the headline loss a share of 11.9c reported for the prior comparable period.

Earnings a share, meanwhile, are expected to be 119% to 123% higher at between 2.3c and 2.7c, compared with the loss a share of 11.8c reported for the prior comparable period.

Wescoal notes that it was able to maintain a positive cash generation from operations with earnings before interest, taxes, depreciation and amortisation expected to be between R300-million and R320-million.

The miner's results for the six months will be published on December 4.

Endeavour Mining acquires Teranga Gold Corp in £1.40bn deal West African mining companies combine to crate a new top 10 senior gold producer with

an average annual production of more than 1.5 million ounces Dominic Ellis

ENDEAVOUR Mining Corporation has entered into a definitive agreement to acquire Teranga Gold Corporation in an all-share transaction worth £1.40 billion.

In a joint news release, the companies say the combination creates a new top 10 senior gold producer with an average annual production of more than 1.5 million ounces, lower production costs, and six core operating mines across three West African countries – Senegal, Cote d’Ivoire, and Burkina Faso.

Existing Endeavour and Teranga shareholders will own approximately 66 percent and 34 percent respectively of the combined company on a fully diluted in-money basis. Teranga common shares will be exchanged at a ratio of 0.470 Endeavour ordinary shares for each one Teranga common share (the “Exchange Ratio”), according to the statement.



https://www.miningweekly.com/topic/safety





The Exchange Ratio represents a modest premium of 5.1 percent based on the closing price of Endeavour and Teranga’s shares on the TSX on November 13, 2020 and 9.4 percent based on

the 20-day volume weighted average price of both companies for the period ended November 13.

Sébastien de Montessus, President and CEO of Endeavour, said: "The combined entity will

become a new senior gold producer and enjoy an improved capital markets profile, underpinned by a healthy balance sheet and strong cash flow capabilities to support a

sustainable dividend."

The new entity will also have an industry-leading development pipeline of six greenfield projects (Fetekro, Golden Hill, Afema, Kalana, Bantou and Nabanga) and the largest

exploration portfolio across the underexplored West African Birimian Greenstone Belt, the release adds.

It will also be able to leverage Endeavour’s West African operating model to extract significant financing, operating and capital synergies across all of Teranga’s assets:

Sabodala-Massawa, in Senegal, to become a flagship asset alongside Ity and Houndé with the

potential to become a top tier asset given its high grade, low cost, long mine life, large reserves and significant exploration potential

Wahgnion, in Burkina Faso, to add immediate production and cash flow diversification,

benefiting from significant operating cost and efficiency synergies as part of Endeavour’s West African platform with the potential to unlock additional value through exploration and

asset optimisation

Golden Hill, an advanced exploration project in Burkina Faso, is situated within trucking

distance of Endeavour’s Houndé mine and offers potentially significant capital and operating synergies through its development as a satellite operation

Afema is a very rapidly advancing and promising exploration project in Côte d’Ivoire, with

strong exploration results expected to be announced in the coming weeks, as well as a maiden resource in the first quarter of 2021

The new entity will also have the ability to leverage a strong integration platform already in

place as, following the C$1 billion acquisition of SEMAFO in July, Endeavour completed a comprehensive evaluation of its organizational structure and capabilities.

Richard Young, President and Chief Executive Office of Teranga, says: “We have taken Teranga from a single asset producer to a low cost, mid-tier gold producer over the past few

years.

“This combination with Endeavour, strongly supported by our two largest shareholders, allows Teranga shareholders to benefit from an improved valuation as owners of a best in

class senior gold producer with among the lowest costs as well as among the best balance sheet, free cash flow yield, growth pipeline and dividend yield,” he concludes.


BHP urges Australia to maintain trade with China amid tensions MINING.COM Staff Writer

BHP CEO Mike Henry has urged the Australian government to maintain its trade

relationships amid tensions with China.

While Beijing has made no official comment on banning Australian coal imports, along with commodities such as copper ores, lobsters and barley, China has reacted to Canberra’s call for an international probe of the origins and early response to the coronavirus pandemic.

BHP’s chief executive said that tension in international relations is antithetical to the prosperity of Australia, and the world.

“It is a trend that is in all of our interests to work to turn around,” Henry said in a media statement.

“Australia is positioned to demonstrate to others the importance of investing in relationships and the power of trade,” Henry said. “The Australian government’s leadership together with China and other nations to finalise the Regional Comprehensive Economic Partnership (RCEP) is such an example.”

The RCEP was signed by ASEAN nations, including Australia, New Zealand, China, Japan and South Korea, and serves as a commitment to closer trade and open markets.

Henry said the principles of the Bretton Woods agreement – free markets, open trade and economic development – must be reinvigorated and renewed for the challenges the world faces today.

“Other nations may aspire to succeed in self-sufficiency and autonomy. Australia simply isn’t built to succeed under this model. Our strength lies not in shutting ourselves in, but in being able to access the rest of the world – to export our resources, our services and our know-how,” he said.

“The larger Asian economies should be afforded a greater seat at the table and in shaping the rules of the game. The fact that RCEP nations comprise almost 30 per cent of global GDP shows how important it is that this be the case.”

Dingo, Newmont join forces to create global maintenance partnership

DINGO, a leader in predictive maintenance software, has announced a global partnership

with Newmont Corporation, the world’s leading gold mining organisation.

The agreement will enable Newmont to accelerate the implementation of its remote asset health monitoring support model, delivering advanced predictive maintenance driven insights to the company’s operations around the globe.

https://www.mining.com/external-author?author=MINING.COM%20Staff%20Writer

https://www.bhp.com/media-and-insights/reports-and-presentations/2020/11/strategic-forum-2020/

https://www.bhp.com/media-and-insights/reports-and-presentations/2020/11/strategic-forum-2020/

https://www.mining.com/copper-price-jumps-as-china-turns-away-australian-concentrate/

https://www.mining.com/web/australian-coal-exports-to-china-slump-but-prices-are-mixed/


Digitalisation is driving organisations to transform their physical operations and processes with technology. Asset-intensive organisations like mining need to garner insights from the vast array of data available in the connected world.

For maintenance, this means understanding how an asset performs, predicting impending issues, and performing corrective maintenance at the optimal time.

The global partnership further cements a longstanding relationship that has delivered significant benefits by improving asset health and availability, reducing risk and reducing costs by extending the life of components.

Newmont will expand the use of Dingo’s Trakka maintenance software and services to manage the workflow generated from Newmont’s operations support hubs in Perth, Western Australia, and Denver, Colorado, providing continuous support to seven connected sites and hundreds of users.

“With Dingo’s Trakka platform, Newmont will have a single source of truth to inform its predictive maintenance programs across the entire organisation,” Newmont senior director Operations Support Hubs Jason Hill said.

Newmont’s asset health analysts use Trakka to view and analyse condition monitoring data from various sources, including onboard machine health data, operational data, fluid analysis, visual inspections and work history.

This predictive analysis helps identify the corrective actions required to keep equipment running in optimal condition, and the recommendations flow directly into Newmont’s work management process through an ERP integration.

“Trakka will enable our people to tap into the power of data to drive continuous improvements,” Hill said.

“The common platform allows us to identify best practices and detect emerging issues. Taking the appropriate action, in either case, is critical to continuously improving our business.

“We are excited about the benefits of this global partnership for our teams and customers. We look forward to working closely with Dingo to transform how we approach maintenance in support of maximising production at the lowest possible cost.”

By utilising the Dingo Trakka system, Newmont will streamline and standardise its predictive maintenance processes, tools and services worldwide.

This centralised view will accelerate the adoption of consistent maintenance strategies, helping reduce costs and mitigate risk, while creating safer working conditions.

“We’re proud to expand our longstanding relationship with Newmont,” Dingo executive chairman Paul Higgins said.

“Our software, coupled with our services, provide its global operations with increased visibility into the health and performance of equipment, which helps Newmont identify opportunities for continuous improvement and increase operational efficiency systemwide.”

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