table of contents...dunia tambang int'l mining asia times xinhua net 3 5 7 10 12 14 16 18 20 22...
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Daily News Update Page 1
TABLE OF CONTENTS
No. Title Media Source Page
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Government Prepares Four Coal Downstream Scenarios Pemerintah Siapkan Empat Skenario Hilirisasi Batu Bara Immediately Apply for IUPK, Adaro Energy (ADRO) Aims for Coal to Methanol Downstreaming Project Segera ajukan IUPK, Adaro Energy (ADRO) bidik proyek hilirisasi coal to methanol Accelerating Nickel Downstreaming, Government Appreciates Central Sulawesi Smelter to Become PSN Pacu Hilirisasi Nikel, Pemerintah Apresiasi Smelter Sulteng Jadi PSN PT Timah began to look at the potential of Rare Earth Metals PT Timah Mulai Melirik Potensi Logam Tanah Jarang Crazy! World Coal Prices Continue to Rally, Penetrating US$65/ton Gokil! Harga Batu Bara Dunia Reli Terus, Tembus US$65/ton The Ferronickel Smelter Project in Southeast Sulawesi Continues, Costs Rp3.2 T Proyek Smelter Feronikel di Sultra Berlanjut, Telan Rp 3,2 T ZINC Assesses the Potential of Iron Ore Domestic Market ZINC Kaji Potensi Pasar Domestik Bijih Besi Copper Prices Shine Increasingly Driven by Vaccine Sentiment Harga Tembaga Kian Moncer Terdorong Sentimen Vaksin Of the seven types of coal downstreaming, the government has just implemented DME and Syngas Dari Tujuh Jenis Hilirisasi Batubara, Pemerintah Baru Menjalankan DME dan Syngas First Ore Mining and Metso Outotec strike thickening plant deal for Pavlovskoye Indonesia set to scrub its world-beating pollution China's coal output edges up in first 10 months
Dunia Energi Kontan Bisnis Republika CNBC Indonesia DetikFinance Investor Daily Bisnis Dunia Tambang Int'l Mining Asia Times Xinhua Net
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Daily News Update Page 2
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Anglo American to extend Aquila’s mine life Ghanaian government expects increased gold production in 2020 ICMM launches interactive mine closure tool
Australian Mining Mining.com Mining Review Africa
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Daily News Update Page 3
Government Prepares Four Coal Downstream Scenarios
Rio Indrawan
THE GOVERNMENT prepares scenarios to
support the downstreaming of coal. At least four scenarios have been prepared so
that downstream can be implemented immediately.
Muhammad Wafid Agung, Director of the Mineral and Coal (Minerba) Development
Program of the Ministry of Energy and Mineral Resources (MEMR), said that one
of the main requirements for the coal downstream program to be realized is that
there are parties who absorb the results of the downstreaming. In its strategy, the
government encourages integration of off takers in downstream, for example in coal
gasification.
"Also the conversion of methanol to DME
near the location of LPG users. For example, methanol produced in
Kalimantan and South Sumatra is converted into DME near the location of
LPG users," said Wafid, recently.
Apart from LPG, coal can actually be used
as a variety of raw materials for the production of commonly imported
products, for example coke.
Wafid said that the need for coke is also
quite large. So the fulfillment of coke needs for smelters and steel mills from domestic
cokes making factories.
Third, through a government program to
replace LPG by using briquettes for use by MSMEs, and the fourth scenario,
promotion to new investors to develop low quality coal reserves through gasiifkasi.
Pemerintah Siapkan Empat Skenario Hilirisasi Batu Bara
Rio Indrawan
PEMERINTAH menyiapkan skenario
untuk mendukung hilirisasi batu bara.
Setidaknya ada empat skenario yang sudah disiapkan sehingga hilirisasi bisa segera
diimplementasikan.
Muhammad Wafid Agung, Direktur Bina
Program Mineral dan Batu bara (Minerba) Kementerian Energi dan Sumber Daya
Mineral (ESDM), mengatakan salah satu syarat utama agar program hilirisasi batu
bara terealisasi adalah ada pihak yang menyerap hasil dari hilirisasi tersebut.
Dalam strateginya, pemerintah mendorong agar ada integrasi off taker dalam hilirisasi
misalnya pada gasifikasi batu bara.
“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,
belum lama ini.
Selain untuk LPG batu bara sebenarnya
sudah bisa menjadi berbagai bahan baku untuk produksi produk yang biasa di-
impor, misalnya kokas.
Wafid mengatakan kebutuhan kokas juga cukup besar. Maka 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, dan skenario keempat, promosi kepada investor baru
untuk mengembangkan cadangan batu bara kualitas rendah melalui gasiifkasi.
Daily News Update Page 4
The coal gasi fication project is also
targeted to start operating in 2025. Based
on data from the Ministry of EMR,
projections as an illustration of coal input
and downstream product output that can
be produced by 2040, the total coal that
will be supplied for the needs of all
downstream projects is estimated to reach
51.46 million. ton. Meanwhile, the total
downstream products produced are
projected to reach 28.43 million tons.
Wafid said that apart from downstreaming,
the government is also focusing on
reducing carbon emissions. 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, the down-
streaming of coal is also claimed to
increase the efficiency of combustion in
power plants.
"Reducing carbon emissions is also a
challenge for the use of coal. because of the
desire to use green energy," said Wafid.
(RI)
Proyek gasifikasi batu bara pun di-
targetkan sudah mulai beroperasi pada
2025. Berdasarkan data Kementerian
ESDM proyeksi sebagai gambaran input
batu bara dan output produk hilirisasi
yang bisa dihasilkan hingga tahun 2040,
total batu bara yang akan dipasok untuk
kebutuhan seluruh proyek hilirisasi diper-
kirakan mencapai 51,46 juta ton. Sedang-
kan untuk keseluruhan produk hilirisasi
yang dihasilkan diproyeksi bisa mencapai
28,43 juta ton.
Wafid mengungkapkan selain hilirisasi,
pemeritah juga sedang fokus pada
penurunan emisi karbon. 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,
hil irisasi batu bara juga diklaim bisa
meningkatkan efisiensi pembakaran di
pembangkit listrik.
“Penurunan emisi karbon ini tantangan
juga bagi pemanfaatan batubara. karena
keinginan adanya green energy yang di-
pakai,” kata Wafid. (RI)
Daily News Update Page 5
Immediately Apply for IUPK, Adaro Energy (ADRO) Aims for
Coal to Methanol Downstreaming Project
Reporter: Ridwan Nanda Mulyana | Editor: Anna Suci Perwitasari
THE FIRST generation Coal Mining
Exploitation Work Agreement (PKP2B) holders are ready to apply for an extension of operations and a change in status to a Special Mining Business License (IUPK).
A number of these jumbo scale coal companies are also exploring coal downstream projects as one of the requirements for obtaining an IUPK. PT Adaro Indonesia, is one of them.
The subsidiary of PT Adaro Energy Tbk (ADRO) is in the process of finalizing a study or pre-Feasibility Study (FS) to work on a coal downstream project in the form of gasification to produce methanol (coal to methanol).
ADRO Head of Corporate Communication Febriati Nadira said, after going through various studies, coal to methanol has become a downstream project that is technologically feasible to work on. Even so, ADRO still considers a number of aspects, especially in terms of market certainty in terms of volume and price.
"In terms of technology, Adaro has conducted various studies and concluded that gasification-based methanol production is suitable for development," Nadira told Kontan.co.id, Sunday (22/11).
Regarding the amount of investment from the project, Nadira said that ADRO is still conducting studies. Likewise with opportunities for cooperation,...
Segera ajukan IUPK, Adaro Energy (ADRO) bidik proyek hilirisasi coal to methanol
Reporter: Ridwan Nanda Mulyana | Editor: Anna Suci Perwitasari
PARA pemegang Perjanjian Karya Peng-usahaan Pertambangan Batubara (PKP2B) generasi pertama bersiap untuk mengajukan perpanjangan operasi dan perubahan status menjadi Izin Usaha Pertambangan Khusus (IUPK).
Sejumlah perusahaan batubara berskala jumbo tersebut juga sedang menjajaki proyek hilirisasi batubara sebagai salah satu persyaratan untuk memperoleh IUPK. PT Adaro Indonesia, menjadi salah satu di-antaranya.
Anak usaha PT Adaro Energy Tbk (ADRO) tersebut sedang dalam finalisasi kajian atau pra-Feasibility Studti (FS) untuk menggarap proyek hilirisasi batubara dalam bentuk gasifikasi untuk memproduksi methanol (coal to methanol).
Head of Corporate Communication ADRO Febriati Nadira menyampaikan, setelah melalui berbagai macam kajian, coal to methanol men-jadi proyek hilirisasi yang secara teknologi layak untuk dikerjakan. Kendati begitu, ADRO masih mempertimbangkan sejumlah aspek, khususnya dalam hal kepastian pasar dari sisi volume dan harga.
"Dari sisi teknologi, Adaro sudah melakukan berbagai studi dan menyimpulkan bahwa produksi methanol berbasis gasifikasi cocok untuk dikembangkan," kata Nadira kepada Kontan.co.id, Minggu (22/11).
Mengenai besaran investasi dari proyek tersebut, Nadira bilang bahwa ADRO masih melakukan studi. Begitu juga dengan peluang kerjasama,...
Daily News Update Page 6
Likewise with opportunities for cooperation, both in project development and as an off taker that will absorb the methanol produced. "Still studying, later updated," continued Nadira.
To be sure, as a government contractor, Nadira claims that ADRO will support and comply with regulations set by the government. She also emphasized that ADRO responded positively to a number of incentives offered by the government in coal downstreaming.
"Adaro welcomes the government's plan to carry out coal downstreaming and the
planned incentives," said Nadira.
Previously, ADRO President Director
Garibaldi Thohir considered incentives to be an important policy to encourage
downstream coal. This is because the man who is familiarly called Boy Thohir stated
that the downstream project is not easy and requires a large investment.
Even so, Boy admitted that he could
understand the government's reasons for pushing the downstream project, with the
aim of increasing the use of coal in the country. "In connection with that, I can
understand. How can we use natural resources in the form of coal for the sake of
national interests," said Boy.
Therefore, he said that ADRO had conducted several studies related to coal downstreaming. Furthermore, Boy said that his party would choose a suitable business model to be synergized with the Adaro Group.
"Of course, later we will sort out which one suits our business model, which one can synergize with Adaro. We will do it and we have started to take the initiative," explained Boy.
Begitu juga dengan peluang kerjasama, baik dalam pembangunan proyek maupun sebagai off taker yang akan menyerap methanol yang diproduksi. "Masih studi, nanti di update," sambung Nadira.
Yang pasti, sebagai kontraktor pemerintah, Nadira mengklaim bahwa ADRO akan mendukung dan mematuhi regulasi yang ditetapkan pemerintah. Dia pun menegas-kan bahwa ADRO menyambut positif sejumlah insentif yang ditawarkan peme-rintah dalam hilirisasi batubara.
"Adaro menyambut baik rencana peme-rintah untuk melakukan hilirisasi batubara dan insentif yang direncanakan," kata Nadira.
Sebelumnya, Presiden Direktur ADRO Garibaldi Thohir menilai insentif menjadi suatu kebijakan yang penting untuk men-dorong hilirisasi batubara. Sebab, pria yang akrab disapa Boy Thohir itu menyatakan bahwa proyek hilirisasi tidak lah mudah dan membutuhkan investasi yang besar.
Kendati begitu, Boy mengaku bisa me-mahami alasan pemerintah untuk meng-genjot proyek hilirisasi, dengan tujuan untuk memperbesar pemanfaatan batu-bara di dalam negeri. "Berkaitan dengan itu saya sih bisa memahami. Bagaimana sumber daya alam berbentuk batubara bisa kita manfaatkan demi kepentingan nasional," sebut Boy.
Oleh sebab itu, dia menyebut bahwa ADRO sudah melakukan beberapa kajian terkait hilirisasi batubara. Selanjutnya, Boy menyebut pihaknya akan memilih bisnis model yang cocok untuk bisa disinergikan dengan Adaro Group.
"Tentu nanti kita pilah pilih mana yang sesuai dengan bisnis model kami, mana yang bisa sinergi dengan Adaro. Kami akan lakukan dan kami sudah mulai melakukan inisiatif itu," jelas Boy.
Daily News Update Page 7
Referring to data from the Ministry of EMR, PT Adaro Indonesia will carry out a coal to methanol downstream project located in Kotabaru, South Kalimantan. The current status is still being finalized (pre-FS).
The estimated commercial operation (COD) of this project could be in 2027 with coal feedstock reaching 1.3 million tons per year , and methanol production reaching 660,000 tons per year.
Meanwhile, regarding the application for an extension of operations to become an IUPK, currently PT Adaro Indonesia is preparing all the requirements. Adaro will immediately apply for an extension, no later than October next year, or before one year from the end of the PKP2B contract.
"For Adaro Indonesia itself, we plan to apply for an extension of the PKP2B no later than 1 year before the end of our PKP2B. We are currently preparing all the requirements set out in the regulations," concluded Nadira.
Meanwhile, PT Adaro Indonesia's PKP2B will end on October 1, 2022. One of the first generation PKP2B holders runs coal mining operations in South and Central Kalimantan, with a concession area of 31,380 hectares.
Merujuk data dari Kementerian ESDM, PT Adaro Indonesia akan melakukan proyek hilirisasi coal to methanol yang berlokasi di Kotabaru, Kalimantan Selatan. Status saat ini masih finalisasi kajian (pra-FS).
Estimasi operasi komersial (COD) proyek ini bisa pada tahun 2027 dengan feedstock batubara mencapai 1,3 juta ton per tahun, dan produksi methanol mencapai 660.000 ton per tahun.
Sedangkan terkait dengan pengajuan perpan-jangan operasi menjadi IUPK, saat ini pihak PT Adaro Indonesia sedang mempersiapkan seluruh persyaratan. Adaro akan segera meng-ajukan perpanjangan, paling lambat Oktober tahun depan, atau sebelum satu tahun dari berakhirnya kontrak PKP2B.
"Untuk Adaro Indonesia sendiri, kami beren-cana untuk mengajukan perpanjangan PKP2B paling lambat sebelum 1 tahun sebelum ber-akhirnya PKP2B kami. Saat ini sedang mem-persiapkan seluruh persyaratan-persyaratan yang diatur dalam peraturan," pungkas Nadira.
Adapun, PKP2B PT Adaro Indonesia akan ber-akhir pada 1 Oktober 2022 mendatang. Salah satu pemegang PKP2B generasi pertama itu menjalankan operasi pertambangan batubara di Kalimantan Selatan dan Kalimantan Tengah, dengan luas konsesi mencapai 31.380 hektare.
Accelerating Nickel Downstreaming, Government Appreciates Central Sulawesi Smelter to Become PSN
Rinaldi Mohammad Azka
THE COORDINATING Ministry for Maritime
Affairs and Investment (Kemenkomarves) continues to accelerate the downstreaming of nickel through the proposed revision of the acceleration of the National Strategic Project (PSN) to include nickel downstream.
Pacu Hilirisasi Nikel, Pemerintah Apresiasi Smelter Sulteng Jadi
PSN Rinaldi Mohammad Azka
KEMENTERIAN Koordinator Maritim dan Investasi (Kemenkomarves) terus mem-percepat hilirisasi nikel melalui usulan revisi percepatan Proyek Strategis Nasional (PSN) dengan memasukkan hilirisasi nikel.
Daily News Update Page 8
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 Perpres 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 56/2018 which is currently still in process and the draft Perpres is already on the table of the President.
Assistant Deputy for Investment and Mining Coordination, the Ministry of Communi-cation, Tubagus Nugraha, revealed that to accelerate the realization of the PSN, the government will provide various licensing facilities, both issued by the Central Government and Regional Governments which have the authority in accordance with the provisions of laws and regulations.
Kemenkomarves directly reviewed the readiness of a number of smelters in Sulawesi that were 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 Regency, Southeast Sulawesi.
"As a Domestic Investment (PMDN), Indonesia should be proud of CNI's strategic steps. We will support this PSN to be successful ," he said in a statement on Saturday (21/11/2020).
According to him, 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.
Berdasarkan Lampiran Surat Menteri Koordinator Bidang Perekonomian kepada Presiden Republik Indonesia 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 tersebut akan ditetapkan melalui Revisi Peraturan Presiden Nomor 56/2018 yang saat ini masih sedang berproses dan Draf Perpresnya sudah berada di meja Presiden.
Asisten Deputi Bidang Koordinasi Investasi dan Pertambangan, Kemenkomarves Tubagus Nugraha mengungkapkan untuk mempercepat realisasi PSN, pemerintah akan memberikan berbagai fasil itas perizinan baik yang dikeluarkan oleh Pemerintah Pusat maupun Pemerintah Daerah yang memiliki kewenangan sesuai dengan ketentuan peraturan perundang-undangan.
Kemenkomarves meninjau langsung kesiapan sejumlah smelter di Sulawesi yang masuk dalam usulan PSN di antaranya; 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 CNI yang sangat strategis ini. Kami akan mendukung agar PSN ini berhasil," ujarnya dalam keterangan Sabtu, (21/11/ 2020).
Menurutnya, Kabupaten Kolaka menjadi salah satu lumbung Nikel Indonesia. Oleh karena itu, dengan menjadikan smelter PT CNI sebagai PSN, hilirisasi nikel akan meng-hasilkan nilai tambah dan mendorong percepatan ekonomi daerah dan nasional.
Daily News Update Page 9
The areas of Southeast Sulawesi, Central Sulawesi and North Maluku have the greatest potential in Indonesia to date.
"And the most important thing is to create jobs. We estimate, if the PT CNI smelter operates, it will absorb more than 4000 workers," he added.
Meanwhile, Deputy Director of 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. CNI is currently building a Saprolite Nickel ore processing plant with RKEF technology which consists of a total of 4 lines of 72 MVA each, Rectangular Furnace through 3 develop-ment phases (equivalent to 8 lines of 36 MVA Circular Furnace).
Phase 1 consists of 1 line 72 MVA, phase 2 with 1 line 72 MVA, Phase 3 there are 2 lines 72 MVA. Total mill feed 5,600,000 tonnes per year 1.59 percent Ni. The cons-truction was carried out by a consortium of Chinese SOE ENFI and Indonesian SOE PT. Housing Development (PP).
For production, the plan is 252,000 tons per year Ferronickel (FeNi) 22 percent Ni. The total electric power required is 350 MW from PLN. Age of the mill from the supply of mining ore of PT. CNI itself is estimated to be sufficient for more than 20 years of operation.
CNI will also build a Limonite ore processing plant with HPAL technology which will process 6.8 million 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).
This step is a manifestation of the government's commitment to strengthen the competitiveness of the national industry at the world level and increase the added value of the nickel commodity.
Area Sulawesi Tenggara, Sulawesi Tengah, dan Maluku Utara punya potensi yang terbesar di Indonesia sampai dengan saat ini.
"Dan yang paling penting menciptakan lapangan kerja. Kami perkirakan, jika smelter PT. CNI beroperasi akan melebihi 4000 tenaga kerja yang terserap," imbuh-nya.
Sementara itu, Deputi Direktur CNI Djen Rizal menjelaskan bahwa sebagai PMDN, PT. CNI berkomitmen penuh dalam program hilirisasi nikel dan cobalt untuk mendukung industri mobil listrik. Saat ini CNI sedang membangun pabrik peng-olahan bijih Nikel Saprolit dengan teknologi RKEF yang terdiri dari total 4 line masing-masing 72 MVA, Rectangular Furnace melalui 3 fase pembangunan (setara 8 line 36 MVA Circular Furnace).
Fase 1 terdiri atas 1 line 72 MVA, fase 2 sebanyak 1 line72 MVA, Fase 3 terdapat 2 l ine 72 MVA. Total umpan pabrik 5,600,000 ton per tahun 1.59 persen Ni. Pembangunan dilakukan oleh konsorsium BUMN China ENFI dan BUMN Indonesia PT. Pembangunan Perumahan (PP).
Untuk produksi, rencana 252,000 ton per tahun Ferronickel (FeNi) 22 persen Ni. Total tenaga listrik diperlukan sebesar 350 MW dari PLN. Umur pabrik dari suplai bijih tambang PT. CNI sendiri diperkirakan mencukupi lebih dari 20 tahun operasi.
CNI juga akan membangun pabrik peng-olahan bijih Limonit dengan teknologi HPAL yang akan mengolah 6,8 juta ton bijih pertahun dengan rencana produksi lebih dari 103,000 ton MHP per tahun (40,050 ton Nikel dan 4,118 ton Cobalt).
Langkah ini sebagai wujud komitmen pemerintah untuk memperkuat daya saing industri nasional di tingkat dunia dan meningkatkan nilai tambah komoditi nikel.
Daily News Update Page 10
One of the current focuses of the govern-ment is to accelerate national strategic projects through the construction of a nickel smelter in Sulawesi.
This is because Sulawesi is the epicenter of nickel in Indonesia. Based on the mapping of the Geological Agency in July 2020, Indonesia has nickel ore resources of 11,887 million tonnes (estimated 5,094 million tonnes, estimated 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. Editor: Hafiyyan
Salah satu yang menjadi fokus pemerintah saat ini adalah mempercepat proyek strategis nasional melalui pembangunan smelter nikel di Sulawesi.
Pasalnya, Sulawesi menjadi episentrum 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 terikira 986 juta ton). Sedangkan untuk total sumber daya logam mencapai 174 juta ton dan 68 juta ton cadangan logam. Editor : Hafiyyan
PT Timah began to look at the
potential of Rare Earth Metals Reporter: Intan Pratiwi/Editor: Nidia
Zuraya
PT TIMAH (TINS) started to conduct a
pilot plant for a rare earth metals (LTJ)
project. This commodity can be a new source for Indonesia that has not been
utilized.
Timah Corporate Secretary Muhammad
Zulkarnaen said that his party had built a pilot plant for processing monazite into
Rare Earth Hydroxide (REOH) in Tanjung Ular, West Bangka since 2015. Currently
PT Timah is trying to optimize process improvements and product quality of the
REOH Pilot Plant by comparing the technology developed at the Nuclear
Extraction Technology Center (PTBGN) - the National Nuclear Energy Agency
(BATAN).
PT Timah Mulai Melirik Potensi
Logam Tanah Jarang Reporter: Intan Pratiwi/Redaksi: Nidia
Zuraya
PT TIMAH (TINS) memulai untuk
melakukan pilot plant untuk proyek logam
tanah jarang (LTJ). Komoditas ini bisa menjadi sumber baru bagi Indonesia yang
selama ini belum dimanfaatkan.
Sekretaris Perusahaan Timah Muhammad Zulkarnaen mengatakan, pihaknya telah
membangun Pilot Plant pengolahan monasit menjadi Rare Earth Hydroxide
(REOH) di Tanjung Ular, Bangka Barat sejak tahun 2015 silam. Saat ini PT Timah
sedang mencoba mengoptimalkan per-baikan proses dan kualitas produk Pilot
Plant REOH dengan mengkomparasikan teknologi yang dikembangkan di Pusat
Teknologi Bahan Galian Nuklir (PTBGN) – Badan Tenaga Nuklir Nasional (BATAN).
Daily News Update Page 11
"After that , the pilot plant will be developed as a companion to the
commercial plant in the context of feed test work to become a process reference in
industrial scale commercial factories," said Zulkarnaen, Sunday (21/11).
He continued, TINS together with MIND ID
as the holding of the BUMN mining holding continued to make efforts to accelerate the
development of LTJ. This step starts from collecting data on resources based on
exploration activities to obtaining certainty about the fulfil lment of business
sustainability in collaboration with related institutions.
He said, the technology used in processing
LTJ is a closed and strategic geopolitical technology. "Therefore, the focus of the
project at TINS is currently selecting technology and technology providers," said
Zulkarnaen.
The choice of this technology is of course
also related to environmentally friendly parameters, intermediate or downstream
product yield, proven reliability in development, and of course the technology
must be bankable. Not only that, Zulkarnaen emphasized that the partner-
ship that TINS will undertake is not only limited to providing technology, but it is
also hoped that a partnership as an off-taker for LTJ products in the future.
The government itsel f is drafting
regulations related to the processing and utilization of LTJ, which rules are drawn up
through discussions across ministries and institutions. This regulation also involves
BATAN because apart from being categorized as an associated mineral, LTJ
also contains radioactive elements.
“Setelah itu, pilot plant tersebut akan dikembangkan sebagai pendamping
commercial plant dalam rangka feed test work untuk menjadi acuan proses di pabrik
komersial skala industri,” ujar Zulkarnaen, Ahad (21/11).
Dia melanjutkan, TINS bersama MIND ID selaku induk holding pertambangan BUMN
terus melakukan upaya percepatan pengembangan LTJ. Langkah ini dimulai
dari pengumpulan data sumber daya berdasarkan kegiatan eksplorasi sampai
diperolehnya kepastian pemenuhan keberlanjutan usaha yang bekerja sama
dengan institusi terkait.
Ia menyebut, teknologi yang digunakan
dalam pengolahan LTJ merupakan teknologi yang tertutup dan strategis
secara geopolitik. “Makanya, fokus proyek di TINS saat ini melakukan pemilihan
tekno logi dan technology provider,” ungkap Zulkarnaen.
Pemilihan teknologi ini tentu berkaitan juga dengan parameter ramah lingkungan,
yield product antara intermediate ataupun hilir, proven reliability dalam pengem-
bangan, serta tentu saja teknologi tersebut harus bankable. Tak hanya itu, Zulkarnaen
menegaskan bahwa kemitraan yang akan dilakukan TINS tak hanya sebatas penye-
diaan teknologi, melainkan diharapkan juga kemitraan sebagai offtaker produk LTJ
di masa mendatang.
Pemerintah sendiri sedang menyusun
regulasi terkait pengolahan dan peman-faatan LTJ yang mana aturan tersebut
disusun melalui pembahasan di lintas kementerian dan lembaga. Regulasi ini
juga melibatkan BATAN lantaran selain dikategorikan sebagai mineral ikutan, LTJ
juga mengandung unsur radio aktif.
Daily News Update Page 12
Crazy! World Coal Prices Continue to Rally, Penetrating
US$ 65/ton Chandra Dwi Pranata, CNBC Indonesia
THIS week, coal prices are still continuing
the rally in price increases that have occurred during the past month and have already been above the level of US$ 65/ton.
This week, the benchmark coal price on the ICE Newcastle (Australia) market has again jumped 4.55% on a point-to-point basis. On weekend trading, the coal price was closed at above US$ 65/ton, to be precise at US$ 65.45/ton.
Amid the continuing increase in cases of Covid-19 infection which is the main threat of falling commodity prices, positive news about the development of the Covid-19 vaccine is tucked.
In the past 2 weeks several vaccine developers reported their preliminary analysis of their final clinical trial results. Pfizer, BioNTech and Moderna are the three developers who bring this good news.
The Covid-19 vaccine candidate they developed is claimed to have an efficacy rate of more than 92%. This is able to make the prices of financial assets and commodities including coal jump higher.
Earlier last week, vaccines made by Pfizer and BioNTech were claimed to be successful in their last stage clinical trials by more than 90%. The good news is, this week, the percentage of successful vaccines makes antibodies in adults increased by up to 95%.
Gokil! Harga Batu Bara Dunia Reli Terus, Tembus US$ 65/ton
Chandra Dwi Pranata, CNBC Indonesia
HARGA batu bara pada pekan ini masih
melanjutkan reli kenaikan harga yang
sudah terjadi selama sebulan terakhir dan sudah berada di atas level US$ 65/ton.
Minggu ini, harga batu bara acuan di pasar ICE Newcastle (Australia) kembali me-
lonjak 4,55% secara point-to-point. Pada perdagangan akhir pekan, harga batu bara
tersebut ditutup di atas US$ 65/ton, lebih tepatnya di US$ 65,45/ton.
Di tengah terus meningkatnya kasus
infeksi Covid-19 yang menjadi ancaman utama turunnya harga komoditas, terselip
kabar positif seputar perkembangan vaksin Covid-19.
Dalam 2 pekan terakhir beberapa pengem-bang vaksin melaporkan analisa awal hasil
uji klinis tahap akhir. Pfizer, BioNTech dan Moderna menjadi tiga pengembang yang
membawa kabar gembira tersebut.
Kandidat vaksin Covid-19 yang mereka
kembangkan diklaim memiliki tingkat keampuhan lebih dari 92%. Hal ini mampu
membuat harga aset-aset keuangan dan komoditas termasuk batu bara melompat
lebih tinggi.
Sebelumnya pada pekan lalu, vaksin buatan Pfizer dan BioNTech diklaim sukses
dalam uji klinis tahap terakhirnya hingga lebih dari 90%. Kabar baiknya lagi, pada
pekan ini, persentase keberhasilan vaksin membuat antibodi di tubuh orang dewasa
bertambah hingga 95%.
Daily News Update Page 13
Apart from the Pfizer vaccine, Moderna also claims the same as the final stage clinical trial success of up to 94.5%.
"This is a momentum of improvement in the development of our Covid-19 vaccine candidate. Since early January we have been pursuing this virus as intensely as possible to protect humans around the world as much as possible. Positive analysis of the phase III study provides early clinical validation that a vaccine can prevent Covid-19," said Moderna CEO Stephane Bancel.
In August 2020, Moderna said it was selling the vaccine at a price of US$ 32-US$ 37 per dose to a number of buyers. However, if the sales are large, the price can be much cheaper.
At the end of this year, Moderna said it was ready to send around 20 million doses of vaccine to the US. Then next year, 500 million to 1 billion doses of vaccine will be distributed globally.
Australian coal exports to China have indeed dropped, but this has been offset by an increase in imports from India, Japan and South Korea, which are the largest fossil energy consumers in the Asian region after China.
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...
Selain vaksin Pfizer, Moderna juga meng-klaim sama dengan kesuksesan uji klinis tahap akhir hingga 94,5%.
"Ini merupakan momentum perbaikan dalam perkembangan kandidat vaksin Covid-19 milik kami. Sejak awal Januari kami mengejar virus ini dengan intens untuk melindungi manusia di seluruh dunia sebisa mungkin. Analisis positif dari studi fase III memberikan validasi klinis awal bahwa vaksin bisa mencegah Covid-19," ujarnya CEO Moderna Stephane Bancel.
Pada Agustus 2020 lalu, Moderna mengata-kan menjual vaksin tersebut dengan harga US$ 32-US$ 37 per dosis untuk sejumlah pembeli. Namun bila penjualan dalam jumlah besar, harganya bisa jauh lebih murah.
Akhir tahun ini, Moderna menyatakan siap mengirim sekitar 20 juta dosis vaksin ke AS. Kemudian tahun depan bakal mengedarkan secara global sebanyak 500 juta hingga 1 miliar dosis vaksin.
Ekspor batu bara Australia ke China memang drop tetapi diimbangi oleh pening-katan impor dari India, Jepang dan Korea Selatan yang merupakan konsumen energi fosil terbesar di kawasan Asia setelah China.
Ekspor ke India dalam pada bulan Sep-tember 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 me-ningkat dalam beberapa bulan terakhir. Ekspor batu bara tercatat mencapai...
Daily News Update Page 14
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 . CNBC INDONESIA
RESEARCH TEAM (chd/chd)
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. TIM RISET CNBC
INDONESIA (chd/chd)
The Ferronickel Smelter Project in Southeast Sulawesi
Continues, Costs Rp3.2 T Danang Sugianto - detikFinance
THE CONSTRUCTION project of a
ferronickel smelter in Block Lapaopao,
Southeast Sulawesi (Sultra) continues. The
project is currently in the construction
stage of production lines 2 and production
lines 5-6 with a total contract value of Rp.
3.2 trillion.
The project is still being worked on by PT
PP (Persero) Tbk (PTPP), the company has
signed a cooperation agreement in the
construction of the smelter together with
PT Ceria Nugraha Indotama (CNI).
The signing was carried out by Nurlistyo Hadi as SVP of the EPC Division of PTPP
and Derian Sakmiwita as President Director of CNI yesterday. Also attending
the event, namely PTPP President Director Novel Arsyad, PTPP Operations Director 3
Eddy Herman Harun, and CNI Legal Corporate Aulia Wiratama.
Proyek Smelter Feronikel di Sultra Berlanjut, Telan Rp 3,2 T
Danang Sugianto - detikFinance
PROYEK pembangunan pabrik peleburan
(smelter) feronikel di Block Lapaopao,
Sulawesi Tenggara (Sultra) terus berlanjut.
Proyek itu masuk dalam tahap
pembangunan jalur produksi 2 dan jalur
produksi 5-6 dengan total nilai kontrak Rp
3,2 triliun.
Proyek itu masih digarap oleh PT PP
(Persero) Tbk (PTPP), perusahaan telah
menandatangani perjanjian kerjasama
dalam pembangunan smelter tersebut
bersama dengan PT Ceria Nugraha
Indotama (CNI).
Penandatanganan dilakukan oleh Nurlistyo
Hadi selaku SVP Divisi EPC PTPP dan
Derian Sakmiwita selaku Direktur Utama
CNI kemarin. Turut hadir dalam tersebut,
yaitu Direktur Utama PTPP Novel Arsyad,
Direktur Operasi 3 PTPP Eddy Herman
Harun, dan Legal Corporate CNI Aulia
Wiratama.
Daily News Update Page 15
"After successfully being trusted to work
on Phase 1 for production line 1 together
with China ENFI Engineering Corporation
(ENFI), the Company was again given the
trust of CNI as the owner to work on the
construction of Phase 2 (production line 2)
and Phase 4 (Production Line 5 & 6)
Ferronickel smelters. The company would
like to thank CNI for the trust given by CNI
to build the project. Armed with the
experience and quality of work owned by
the Company, we are confident that we can
complete the construction work according
to the targeted time with the best quality,"
said Novel as quoted on Sunday (22/11/
2020).
The construction of this ferronickel
smelter factory is located in Wolo District,
Kolaka Regency, Southeast Sulawesi
Province. The project has a contract value
of Rp 1.01 trillion for phase 2 works
(production line 2) and Rp 2.21 trillion for
phase 4 works (production lines 5-6). The
work execution period is 26 months for 2
production line works and 34 months for
5-6 production line works.
The scope of work to be carried out by
PTPP includes preparation work, civil
works (foundation, steel structure, access
road inside the plant, and supporting
buildings), mechanical BOP work (water
treatment plant, pumps, and compre-
hensive pipelines), as well as electrical BOP
work (substation 150 kV, transmission 150
kV, EDG). (dna/dna)
"Setelah sukses dipercaya mengerjakan Fase 1 untuk jalur produksi 1 bersama
dengan China ENFI Engineering Corporation (ENFI), Perseroan kembali
diberikan kepercayaan oleh CNI selaku owner untuk mengerjakan pembangunan
smelter Feronikel Fase 2 (jalur produksi 2) dan Fase 4 (Jalur Produksi 5&6). Perseroan
mengucapkan terima kasih atas keper-cayaan yang diberikan oleh CNI untuk
membangun proyek tersebut. Berbekal pengalaman dan kualitas pekerjaan yang
dimiliki oleh Perseroan, kami yakin dapat menyelesaikan perkerjaan pembangunan
sesuai dengan waktu yang telah di-targetkan dengan kualitas terbaik," ujar
Novel dilansir Minggu (22/11/2020).
Pembangunan pabrik smelter feronikel ini berlokasi di Kecamatan Wolo, Kabupaten
Kolaka, Provinsi Sulawesi Tenggara. Proyek tersebut memiliki nilai kontrak
sebesar Rp 1,01 Triliun untuk pekerjaan fase 2 (jalur produksi 2) dan Rp 2,21
triliun untuk pekerjaan fase 4 (jalur produksi 5-6). Masa pelaksanaan peker-
jaan selama 26 bulan untuk pekerjaan jalur produksi 2 dan 34 bulan untuk pekerjaan
jalur produksi 5-6.
Adapun ruang lingkup pekerjaan yang akan dilakukan oleh PTPP antara lain
pekerjaan Persiapan, pekerjaan sipil (pondasi, steel structure, access road
inside plant, dan bangunan pendukung), pekerjaan BOP mechanical (water
treatment plant, pompa, dan compre-hensive pipelines), serta pekerjaan BOP
electrical (substation 150 kV, transmisi 150 kV, EDG). (dna/dna)
Daily News Update Page 16
ZINC Assesses the Potential of Iron Ore Domestic Market
PT KAPUAS Prima Coal Tbk (ZINC), an
issuer engaged in basic metal mining (Galena) in Indonesia, seizes the positive opportunity from rising iron ore commodity prices since July 2020. ZINC is known to have 23 million tonnes of unexplored iron ore mineral reserves. ZINC had explored iron ore in 2008-2014 but was temporarily suspended due to the drastic decline in the price of iron ore at that time.
Hendra William, Director of ZINC, said that currently ZINC sees a positive opportunity from the increase in iron ore commodity prices which are in the range of US$ 120 per ton (Fe content 62%).
"Supported by this fact, ZINC is preparing to increase sales of iron ore for domestic sales within the next six months, with an average sales target of 30,000 tons per month. It is hoped that increasing iron ore sales in the domestic market can have a positive impact on ZINC's performance,” Hendra explained in his release in Jakarta, Sunday (22/11/2020).
In general, all base metal commodity prices have improved since July 2020. The price of zinc is in the range of US$ 2,721 per tonne, while lead is in the range of US$ 1,951 per ton, based on London Metal Exchange (LME) data on November 19, 2020.
Responding to the improving commodity prices for Zinc and Lead which are ZINC mining products, the Company has spent Rp 20.3 billion as of September 2020 for the development and exploration of ZINC's mining areas. The potential of ZINC mineral resources...
ZINC Kaji Potensi Pasar Domestik Bijih Besi
PT KAPUAS Prima Coal Tbk (ZINC), Emiten
yang bergerak di bidang pertambangan logam dasar (Galena) di Indonesia, me-nangkap peluang positif dari meningkatnya harga komoditas bijih besi sejak Juli 2020. ZINC diketahui memiliki cadangan mineral bijih besi sebanyak 23 Juta ton yang belum dieksplorasi. ZINC sempat melakukan eksplo-rasi bijih besi pada 2008-2014 namun di-hentikan sementara karena harga komoditas bijih besi yang menurun drastis pada saat itu.
Hendra William, Direktur ZINC mengatakan, saat ini ZINC melihat kesempatan positif dari meningkatnya harga komoditas bijih besi yang berada di kisaran US$120 per ton (kadar Fe 62 %).
“Didukung fakta tersebut ZINC sedang bersiap agar dapat menambah penjualan komoditas bijih besi untuk penjualan domestik dalam waktu enam bulan ke depan, dengan target rata-rata penjualan 30.000 ton per bulan. Diharapkan dengan menambah penjualan komoditas bijih besi di pasar domestik dapat memberikan dampak positif terhadap kinerja ZINC,” jelas Hendra dalam rilisnya di Jakarta, Minggu (22/11/2020).
Secara umum, seluruh harga komoditas logam dasar membaik sejak Juli 2020. Harga komoditas Seng berada di kisaran US$2.721 per ton, sementara Timbal berada di kisaran US$1.951 per ton berdasarkan data London Metal Exchange (LME) pada 19 November 2020.
Menanggapi membaiknya harga komoditas Seng dan Timbal yang merupakan produk tambang ZINC, Perseroan telah mengeluar-kan dana Rp20,3 miliar per September tahun 2020 untuk pengembangan dan eksplorasi lahan tambang milik ZINC. Potensi sumber daya mineral ZINC...
Daily News Update Page 17
The potential of ZINC mineral resources
according to reports as of August 2020
shows an additional potential to be 23.33
million tons from the previous data of
14.44 million tons in 2018.
"Meanwhile, ZINC's financial performance
until the third quarter of 2020 recorded
revenues of Rp. 380.46 billion and net
profit of Rp. 26.38 billion. There was a
performance correction due to the massive
flood disaster in Central Kalimantan last
July, which resulted in a delay in shipping
schedules to buyers from September to
October 2020. Even so, ZINC still sees a
very significant demand for commodities
that the Company produces," Hendra
concluded.
ZINC has shown quick and responsive
response, which is in direct coordination
with the local government, and all
stakeholders in the location to improve
road conditions affected by the flood. It is
hoped that coordination between all
parties can return road conditions back to
normal as soon as possible.
In the midst of the uncertain conditions of
the Covid-19 pandemic, ZINC mining and
processing activities are still running
normally until now and are still enforcing
strict health protocols as recommended by
the Government . E ditor: Gora Kunjana
Potensi sumber daya mineral ZINC menurut pelaporan per Agustus 2020
menunjukkan adanya tambahan potensi menjadi 23,33 Juta ton dari data sebelum-
nya sebesar 14,44 juta ton pada tahun 2018.
“Sementara itu, kinerja keuangan ZINC
hingga kuartal III-2020 mencatatkan pendapatan sebesar Rp380,46 Miliar dan
laba bersih sebesar Rp26,38 Miliar. Terdapat koreksi kinerja dikarenakan
adanya bencana banjir besar di Kalimantan Tengah pada Juli lalu, yang mengakibatkan
kemunduran jadwal pengapalan ke pembeli di bulan September ke Oktober
2020. Meskipun begitu, ZINC tetap melihat adanya permintaan yang sangat signifikan
terhadap komoditas yang Perseroan produksi,” tutup Hendra.
Respon cepat dan tanggap ditunjukkan
ZINC yang langsung berkoordinasi dengan pemerintah setempat, dan seluruh
pemangku kepentingan di lokasi untuk memperbaiki kondisi jalan yang ter-
dampak oleh banjir tersebut. Koordinasi antara seluruh pihak diharapkan dapat
mengembalikan kondisi jalan kembali ke keadaan normal secepatnya.
Di tengah kondisi pandemi Covid-19 yang penuh ketidakpastian, kegiatan penam-
bangan dan pengolahan ZINC masih berjalan normal hingga saat ini dan tetap
memberlakukan protokol kesehatan secara ketat sesuai anjuran Pemerintah. Editor :
Gora Kunjana ([email protected])
Daily News Update Page 18
Copper Prices Shine Increasingly Driven by Vaccine Sentiment
Dwi Nicken Tari
COPPER prices spiked to their highest
level in two years at the end of last week, boosted by optimism for economic recovery after the Covid-19 vaccine was discovered.
Based on Bloomberg data, copper prices on the London Metal Exchange (LME) strengthened about 2.80 percent to US$ 7,294.50 per metric ton before stabilizing at US$ 7,277 per metric ton on Friday (20/11/2020).
This price level was the highest since June 2018. During the week, copper prices shot up 4.2 percent, the highest increase since July 2020.
Senior Market Strategist Peter Mooses RJO Futures Peter Mooses said that the recent positive news strengthened the price of metals and copper, one of which was able to capture momentum.
“The base metal is being driven by bullish news from all over. The vaccine is one that the market wants, to be a long-term solution to economic recovery," said Mooses, as quoted by Bloomberg, Sunday (22/11/2020).
Meanwhile, Pfizer Inc. and BioNTech SE, which has found a Covid-19 vaccine with an effectiveness above 90 percent, is expected to distribute the vaccine in the US next month.
The advances in vaccine discovery are also likely to change the US Government's decision to impose social restrictions in the future. Meanwhile, social restrictions are a scourge on global economic growth.
Harga Tembaga Kian Moncer Terdorong Sentimen Vaksin
Dwi Nicken Tari
HARGA tembaga melonjak ke level
tertinggi dalam dua tahun pada akhir pekan lalu, terdorong oleh optimisme pemulihan ekonomi setelah vaksin Covid-19 ditemukan.
Berdasarkan data Bloomberg, harga tembaga di London Metal Exchange (LME) menguat sekitar 2,80 persen menjadi US$7.294,50 per metrik ton sebelum stabil pada US$7.277 per metrik ton pada Jumat (20/11/2020).
Level harga tersebut merupakan yang tertinggi sejak Juni 2018. Selama sepekan, harga tembaga melesat 4,2 persen atau kenaikan tertinggi sejak Juli 2020.
Senior Market Strategist Peter Mooses RJO Futures Peter Mooses mengatakan berita positif belakangan ini menguatkan harga logam dan tembaga salah satu yang mampu menangkap momentum.
“Logam dasar didorong oleh berita bullish dari segala penjuru. Vaksin merupakan salah satu yang diinginkan pasar, menjadi solusi jangka panjang menuju pemulihan ekonomi,” kata Mooses, seperti dikutip dari Bloomberg, Minggu (22/11/2020).
Adapun, Pfizer Inc. dan BioNTech SE yang telah menemukan vaksin Covid-19 dengan efektivitas di atas 90 persen diperkirakan bisa mendistribusikan vaksin di AS pada bulan depan.
Kemajuan dalam penemuan vaksin tersebut pun tampaknya akan mengubah keputusan Pemerintah AS untuk memberlakukan pembatasan sosial di masa depan. Adapun, pembatasan sosial menjadi momok terhadap pertumbuhan ekonomi global.
Daily News Update Page 19
The price of copper, which is also used as a benchmark for the economy, has accelerated for eight consecutive months or is the longest rally in almost a decade.
The support comes from data on China's improving economic growth and signals of vaccine developments. Both are positive sentiments on the demand side.
In addition, investors are also waiting for another positive catalyst in the form of a green infrastructure and alternative energy budget initiated by US President Joe Biden.
ED&F Man Capital Capital Analyst Edward Meir reminded that the option of social distancing must still be monitored by market players because recently the number of Covid-19 infections has increased again.
"The spread of the virus could raise concerns and mine operations will once again be halted, damaging the supply side," said May.
Meanwhile, the spike in corona virus infections in the world is one of the negative sentiments towards copper supplies. Even the copper mines in Chile have closed again and operations have stalled.
On the other hand, prices for copper and other base metals are still getting the catalyst from the continuation of fiscal stimulus talks in the US.
"Prices of basic materials including metals rose to bullish on structural changes [in the US] which include a shift in growth supported more by commodities," wrote Goldman Sachs Group Inc.
Apart from copper, aluminum prices also touched their highest level in two years. Likewise, zinc has risen at the fastest rate since May 2019.
Harga tembaga yang juga dijadikan tolok ukur perekonomian telah melaju selama delapan bulan berturut-turut atau reli terpanjang sejak hampir sedekade terakhir.
Penopangnya berasal dari data pertum-buhan ekonomi China yang membaik serta sinyal perkembangan vaksin. Keduanya menjadi sentimen positif terhadap sisi permintaan.
Selain itu, investor juga tengah menantikan katalis positif lainnya dalam bentuk anggaran infrastruktur hijau dan energi alternatif yang diinisiasi oleh Presiden AS Joe Biden.
Capital Analyst ED&F Man Capital Edward Meir mengingatkan bahwa opsi pembatasan sosial harus tetap dicermati pelaku pasar karena beberapa waktu terakhir jumlah infeksi Covid-19 kembali meningkat.
“Penyebaran virus dapat meningkatkan kekhawatiran dan operasional tambang sekali lagi akan dihentikan, merusak sisi penawaran,” kata Mei.
Adapun, lonjakan infeksi virus corona di dunia menjadi salah satu sentimen negatif terhadap pasokan tembaga. Tambang tembaga di Chile bahkan sudah ditutup lagi dan operasional menjadi terhenti.
Di sisi lain, harga tembaga dan logam dasar lainnya masih mendapatkan katalis dari kelanjutan perundingan stimulus fiskal di AS.
“Harga bahan dasar termasuk logam ter-angkat menjadi bullish karena perubahan struktural [di AS] yang termasuk per-geseran pertumbuhan lebih ditopang oleh komoditas,” tulis Goldman Sachs Group Inc.
Selain tembaga, harga aluminium juga menyentuh level tertingginya dalam dua tahun. Begitu pula zink yang naik dengan laju tercepat sejak Mei 2019.
Daily News Update Page 20
Bloomberg reports that all major metal commodity indices in London are currently at their highest levels since 2018.
Marex Spectron Commodity Analyst Anna Stablum said that aluminum prices have appreciated following the progress of automotive manufacturing activities in China.
UC Rusal , as the largest aluminum producer in the world outside China, also sees a balance in the market in 2021 and prices can remain at current levels. Editor: Yustinus Andri DP
Bloomberg melaporkan bahwa seluruh indeks komoditas logam utama di London saat ini berada di level tertingginya sejak 2018.
Commodity Analyst Marex Spectron Anna Stablum mengatakan bahwa harga alumi-nium terapresiasi setelah ada kemajuan aktivitas manufaktur otomotif di China.
UC Rusal sebagai produsen aluminium terbesar di dunia yang berada di luar China pun melihat bakal ada keseimbangan di pasar pada 2021 dan harga bisa bertahan di level sekarang ini. Editor : Yustinus Andri DP
Of the seven types of coal downstreaming, the government has just implemented DME and
Syngas Author: Edo Fernando, Editor: Ocky PR.
CURRENTLY the Indonesian government
is aggressively implementing coal down-
stream projects. The goal is so that coal commodities have greater added value,
before finally being sold to the market. Jokowi even issued an order, so that later
there would be no more raw coal being sold. Meanwhile, coal companies are also
required to be able to develop derivative industries from coal commodities.
The Directorate General of Mineral and Coal (Dirjen Minerba) of the Ministry of
Energy and Mineral Resources (MEMR) said that currently there are at least seven
types of coal downstream projects that coal mining companies in Indonesia can
undertake.
Dari Tujuh Jenis Hilirisasi Batubara, Pemerintah Baru
Menjalankan DME dan Syngas Penulis : Edo Fernando, Editor : Ocky PR.
SAAT ini pemerintah Indonesia begitu
gencar untuk menggelar proyek hilirisasi
batubara. Tujuannya, agar komoditas batubara memiliki nilai tambah lebih
besar, sebelum akhirnya dijual ke pasar. Jokowi bahkan mengeluarkan perintah,
agar nantinya tidak akan ada lagi batubara dalam bentuk mentah yang dijual.
Sementara perusahaan batubara juga dituntut untuk mampu mengembangkan
industri turunan dari komoditas batubara.
Direktorat Jenderal Mineral dan Batubara
(Dirjen Minerba) dari Kementerian Energi dan Sumber Daya Mineral (ESDM),
mengatakan bahwa saat ini setidaknya terdapat tujuh jenis proyek hilirisasi batu-
bara yang bisa dikerjakan oleh perusahaan tambang batubara di Indonesia.
Daily News Update Page 21
Unfortunately, of the seven types of downstream projects, only two have started to be developed. The two down-stream coal projects include a coal upgrading project to improve the quality and quality of coal as well as a briquette manufacturing project.
Five other types of coal downstream projects have so far remained untouched. The five types are: • Surface coal gasification
• Underground coal gasification
• Coal liquefaction
• Coke production
• Coal Slurry or Coal Water Mixture
For the manufacture of briquette products by utilizing coal processing, there are already two companies running, namely PT Bukit Asam Tbk (PTBA) and also PT Thriveni. The briquette project is reported to have cost an investment of up to Rp 200 billion and has been commercialized for now.
Meanwhile, the coal gasification project is being developed by PT Bukit Asam Tbk by processing it into DME. Then there is Kaltim Prima Coal and also Adaro Indonesia which processes coal into methanol products. Furthermore, there is also PT Arutmin Indonesia with Syngas products which is currently in the finalization stage of the study, and Berau Coal which processes coal into DME products and Hydrogen which is still in the initial study stage.
The Ministry of EMR explained that there are many challenges that are quite big obstacles in realizing this coal downstream project. For gasification of coal into DME, for example, the biggest challenge lies in the very expensive investment costs and the price of DME products that will also have to be able to compete with existing LPG products.
Sayangnya, dari sebanyak tujuh jenis proyek hilirisasi itu, hanya dua yang sudah mulai dikembangkan. Kedua proyek hiliri-sasi batubara itu diantaranya adalah proyek coal upgrading untuk meningkat-kan kualitas dan mutu batubara dan juga proyek pembuatan briket.
Lima jenis proyek hilirisasi batubara lainnya sejauh ini masih belum tersentuh. Lima jenis itu adalah : Gasifikasi batubara permukaan Gasifikasi batubara bawah tanah Pencairan batubara Produksi kokas Coal Slurry atau Coal Water Mixture
Untuk pembuatan produk briket dengan memanfaatkan pengolahan batubara, sudah ada dua perusahaan yang men-jalankan, yakni PT Bukit Asam Tbk (PTBA) dan juga PT Thriveni. Proyek briket tersebut dikabarkan telah menelan biaya investasi mencapai Rp200 miliar dan sudah dikomersialkan untuk saat ini.
Sementara untuk proyek gasifikasi batu-bara tengah dikembangkan oleh PT Bukit Asam Tbk dengan mengolahnya menjadi DME. Kemudian ada Kaltim Prima Coal dan juga Adaro Indonesia yang mengolah batubara menjadi produk methanol. Selanjutnya ada juga PT Arutmin Indonesia dengan produk Syngas yang saat ini dalam tahap finalisasi kajian, dan Berau Coal yang mengolah batubara menjadi produk DME serta Hidrogen yang masih dalam tahap melakukan kajian awal.
Pihak Kementerian ESDM menjelaskan bahwa ada banyak tantangan yang menjadi kendala cukup besar dalam mewujudkan proyek hilirisasi batubara ini. Untuk gasifikasi batubara menjadi DME misalnya, tantangan terbesarnya ada pada biaya investasi yang sangat mahal dan harga dari produk DME nantinya juga harus mampu bersaing dengan produk LPG yang ada saat ini.
Daily News Update Page 22
On the other hand, the coal downstream project to be processed into Syngas also
did not escape from obstacles. So far there is still no cutting-edge technology that
supports it, so Syngas is still considered to give a bad image to the surrounding
environment.
Di sisi lain, proyek hilirisasi batubara untuk diolah menjadi Syngas juga tak luput
dari adanya kendala. Selama ini masih belum ada teknologi mutakhir yang men-
dukung, sehingga Syngas masih dianggap memberikan citra kurang baik terhadap
lingkungan sekitar.
First Ore Mining and Metso Outotec strike thickening plant deal for Pavlovskoye
Posted by Daniel Gleeson
THE FIRST Ore Mining Company (FOMC), part of ARMZ Uranium Holding Co, says it has
signed a cooperation agreement with Metso Outotec “underlining the parties’ interest in
continuing their strategic partnership in the design, supply, installation, control and commissioning of the thickening plant for the Pavlovskoye field”.
The agreement waas signed by Igor Semenov (right), Executive Director, FOMC JSC, and
Markku Teräsvasara (left), Vice President, Metso Outotec.
The Pavlovskoye polymetallic deposit on the Novaya Zemlya archipelago is the largest such
deposit in Russia with 47.7 Mt of ore reserves (2.49 Mt f zinc, 549,000 t of lead and 1,194 t of silver), according to First Ore Mining.
The cooperation with Finland’s Outotec (since merged with Metso to make Metso Outotec)
emerged more than a year ago on the sidelines of the St. Petersburg International Economic Forum, which gave rise to an initial pact. Since that time, the company’s experts, together
with Aker Arctic Technology, have elaborated a detailed draft design for the floating concentrator and set out a preliminary thickening flow chart and main equipment layout,
First Ore Mining said.
In September, representatives from Metso Outotec visited the Pavlovskoye field. In the course of the field activities, the company examined the site for the planned thickening plant, tailings
pond and infrastructure facilities, First Ore Mining said. It also acknowledged the ore samples were representative and could be used in testing.
The next stage within the partnership will include tests to be carried out at Metso Outotec Research Center in Pori, Finland. Once the work is completed and the final thickening flow
chart is developed, Metso Outotec will present the guaranteed performance indicators and design values to ensure the plant’s productivity and the high quality of the concentrates and
metal extraction for the ore types studied, FOMC said.
Daily News Update Page 23
Semenov said: “I am confident that working together with Metso Outotec will significantly improve the thickening indicators for Pavlovskoye ores, which were obtained during the
studies in the previous years. As a result, we will produce premium concentrates that are in demand in the global lead and zinc markets.”
Teräsvasara added: “Indeed, it is quite interesting to participate in the development of this unique project for processing minerals in the Russian Arctic. In addition to standard
technological and economic matters, harsh weather conditions, lack of infrastructure, and high requirements to environmental safety in the vulnerable Arctic wildlife have made us
search for the best available technologies to cover all these points.”
The Pavlovskoye project includes plans to build the northern-most mining and processing
plant to produce lead and zinc concentrates, with First Ore Mining as the project operator.
Indonesia set to scrub its world-beating pollution New belated regulation requires all existing coal-fired thermal power plants to install
anti-pollution scrubbers by John McBeth
COAL is part of the deadly cocktail that puts Jakarta near the top of the list of the world’s
most polluted cities. But that may be about to change with an Environmental and Forestry Ministry regulation requiring all of Indonesia’s existing thermal power stations to install anti-pollution scrubbers.
If fully enforced, it will apply to the 4,025-megawatt Suralaya power complex at the northern entrance to the Sunda Strait and two other coal-fired stations west of the Indonesian capital that together contribute 7,185MW to the main Java-Bali grid.
None of those plants have scrubbers capable of removing much of the sulfur dioxide (SO2), nitrogen oxide (NOx) and PM2.5 particles carried over the city of 10.6 million by prevailing westerly winds, particularly during the wet season between November and April.
Another five million residents in the satellite cities of Bekasi, Depok and Tangerang are also badly affected by PM2.5 pollution in particular, which Greenpeace Indonesia and other researchers claim kills more than 7,000 Jakartans a year.
Issued late last year, the new regulation mandates the installation of pollution control equipment in all new coal-fired plants, including the Chinese-built 2,220MW Java 7 power station, whose second unit went into operation last October, and other stations either under construction or on the drawing board.
Suralaya and Java 7 both lie close to Banten’s smoke-wreathed industrial city of Cilegon, home to the integrated Krakatau steel facility, a 50-year-old state enterprise with its own belching 400MW coal-fired generator and several major petrochemical plants.
Daily News Update Page 24
On the other side of the Sunda Strait, state-owned Perusahaan Listrik Negara (PLN)’s website currently lists five planned, privately-owned mine-mouth plants totaling 1,124MW to
be built in coal-rich South Sumatra, adding to the 460MW already in operation.
Elsewhere, in an era when coal is on its death bed in most countries around the world, another three new coal-fired stations, with a combined capacity of 5,320MW, are nearing
completion in heavily-populated East and Central Java, each likely to be in operation long beyond 2050.
Providing some relief, however, the new Japanese-funded 2,000MW Batang facility is Indonesia’s first ultra-supercritical plant, its two units equipped with low NOx burners,
electrostatic precipitators and flue-gas desulfurization to reduce emissions.
One of the key findings of Monash University’s 2019 Roadmap for Indonesia’s Power Sector
is that the Ministry of Energy and Mineral Resources continues to grossly over-estimate energy demand across Java and Sumatra, Indonesia’s two most populous islands.
If PLN sticks to its current plans, the research team concluded, there is likely to be an
overcapacity of 12,500MW of coal, gas and diesel, resulting in US$12.7 billion in wasted investment and adding a further burden to cash-strapped PLN’s bottom line.
Power expert Fabby Tumiwa, who was part of that team, says unless there is a change in the national power plan coal’s share of the energy mix will climb from 65% to 68% by the end of
this decade when Indonesia will be under increasingly heavy pressure to switch to renewables.
The government is already struggling to increase the share of geothermal, hydro, wind and solar from 13% to a modest target of 23% by 2025, but Tumiwa expects that to change
rapidly with advances in energy storage and other technologies making renewables cheaper than coal.
The Monash report noted that the cost of large scale wind and solar installations has already
declined to a point where they are now competitive with the latest fossil fuel generators and come without any commodity price volatility.
Finding the money to build coal-fired stations has also become increasingly difficult with the Japanese and South Korean governments ending their funding and companies like Siemens
and Toshiba following the lead of General Electric in not taking on any new coal plant contracts.
The move to renewables will reduce the power of Indonesia’s coal lobby, headed by such players as Aburizal Bakrie and Garibaldi Thohir, which recently pressured the government to
renew existing concessions and to replace 25-35% royalty payments with a flat 10% value-added tax.
Looking at an operating loss of $828 million so far this year, PLN has already called for a 10-
year delay, complaining that the new emission cap will result in an increase in power rates of 0.88 US cents per kilowatt-hour (kWh) and boost subsidy spending by $729 million a year to
pay for the equipment.
Daily News Update Page 25
Depending on the technology and the type of coal used, scrubbers add about 30%, or about $110,000 a megawatt, to the cost of a new power station, which environmentalists insist is cheap at the price compared to the impact on health. Retrofitting a flue-gas desulfurization unit costs another 30% more.
In a presentation before the regulation was announced in September last year, the utility estimated that 87 existing coal-fired plants with a total capacity of 20,752 MW, would be affected by the new emission rules, which come into force in three years.
With some of the largest reserves in the world, mostly concentrated in Sumatra and Kalimantan, and Indonesia ranked second among global exporters, Indonesia currently relies on coal for 34,700 MW of its total electricity generation of 71,000 MW.
The remaining 14,990 MW was built by Japanese, American and other Western power developers, who added scrubbers as part of the overall cost of their state-of-the-art plants, investments PLN did not seem willing to make itself.
Up to now, the benchmark has always been East Java’s 4,710 MW Paiton complex, the world’s 12th largest coal-fired plant and the most efficient on the Java-Bali grid, which uses saltwater flue gas desulfurization units and so-called eco-friendly coal from Kalimantan.
Power executives say regulation 15/2019 does not clearly define the steps and stages operators must follow to comply with the new standards, but it does stipulate that existing plants will have to integrate the results of emission monitoring by the end of 2021.
According to a 2019-2020 Greenpeace study, Suralaya is the world’s 18th biggest single hotspot, pumping out the highest concentration of colorless SO2 in Southeast Asia – 75% of Indonesia’s total emissions – followed closely by Singapore’s oil and gas refineries to the northwest.
Studies over the past four years consistently show land transportation as the main contributor to Jakarta’s dangerously-high pollution levels, especially the PM2.5 particles which are four or five times above World Health Organization (WHO) guidelines.
But among the world’s highest number of new coal-fired plants within 100 kilometers of a national capital are also many smaller coal and diesel generators used in manufacturing, a category ranked second behind transportation as the main source of Jakarta’s PM2.5 and SO2.
Air quality improved by 42% in the first two weeks of Jakarta’s partial Covid lockdown last April as traffic congestion eased dramatically, but the haze produced by PM2.5 particles has persisted in varying intensity even on Sundays and holidays.
A 2019 white paper produced by Jakarta’s Environmental Agency and Vital Strategies, a global public health organization, said there was an urgent need for manufacturers to install what it called “the best available air pollution control devices.”
The report said Jakarta should encourage industries that use high-sulfur fuels to shift to natural gas or renewable energy either through incentives, regulation or sanctions, calling on state-owned Perusaahan Gas Negara (PGN) to expand its 1,116-kilometer South Sumatra-Jakarta piped gas network.
Daily News Update Page 26
China's coal output edges up in first 10 months
CHINA's raw coal output rose 0.1 percent year on year to 3.13 billion tonnes in the first 10
months of 2020, official data showed.
The country produced 340 million tonnes of raw coal last month, up 1.4 percent from October in 2019, according to data from the National Bureau of Statistics.
The country imported 13.73 million tonnes of coal in October, down 46.6 percent year on year. In the first 10 months, coal imports dropped 8.3 percent year on year to 250 million tonnes.
Anglo American to extend Aquila’s mine life Salomae Haselgrove
ANGLO American will be boosting the life of its Aquila metallurgical coal project in
Queensland by six years through a $240 million investment.
As part of the investment, Anglo American awarded $200 million to longwall suppliers, $20 million for an overland conveyor system and more than $20 million in civil works.
This will allow Anglo American to continue using its infrastructure at the Capcoal complex as the nearby Grasstree mine approaches its end of life.
The project also includes a $5 million reverse osmosis water treatment system to increase the usage of recycled water, reducing Anglo American’s reliance on using fresh water at the Aquila mine.
Anglo American metallurgical coal business chief executive Tyler Mitchelson said the Aquila project was on track for first longwall production of premium hard coking coal in early 2022.
“Aquila will be a breakthrough project, designed to set a new standard of safety and performance by leveraging technology and focussing on operational improvements,” Mitchelson said.
“The mine will showcase our innovation-led approach to sustainable mining with a remote operating centre on the surface of the mine, proximity detection systems underground to alert machine operators to pedestrians and the continued digitalisation of our operations, using new technologies such as our Australian-first intrinsically safe underground electronic tablets.
“More than 90 per cent of our Aquila contracts have been awarded to Queensland-based suppliers and we currently have around 500 people working on the project in engineering, surface construction and underground development.”
Daily News Update Page 27
During the last financial year, Anglo American invested a total of $2.83 billion with Queensland suppliers, accounting for 77 per cent of the company’s total expenditure in Australia.
Aquila is part of the Capcoal joint venture between Anglo American (70 per cent) and Mitsui & Co (30 per cent).
Anglo American produces an average of 3.5 million tonnes of coal per annum at the Aquila site.
Ghanaian government expects increased gold production in 2020 MINING.COM Staff Writer
GHANA’s Minister of Lands and Natural Resources, Kwaku Asomah-Cheremeh, said that the
Nana Akufo-Addo government expects the country’s mining sector to surpass last year’s production of over four million ounces of gold.
According to local media, the minister said this goal is not unrealistic taking into account that AngloGold Ashanti’s 30-million-ounce Obuasi mine has been restarted and that, across the country, production was not suspended even at the peak of the covid-19 pandemic.
In his view, the resilience of the mining sector has also become evident as investments in exploration, technology and human resources remained steady through 2020.
Talking at the Ghana Mining Industry Awards organized by the Ghana Chamber of Mines, Asomah-Cheremeh also said that the government has realized that it needs to strengthen its policies when it comes to extractives industries so that they can back the country’s socio-economic development.
The minister’s support to the mining sector comes at a time when environmental groups have taken it to the courts to try to stop mining projects such as a bauxite mine being proposed by a Chinese firm in the Atewa Range Forest.
ICMM launches interactive mine closure tool
THE INTERNATIONAL Council on Mining and Metals (ICMM) has launched a Closure
Maturity Framework – an interactive tool that will help mining and metals companies to establish a clearer view of their asset’s current levels of maturity on their journey to achieving sustainable mine closure.
The tool will assist them in understanding what future work is needed to achieve their closure objectives with the goal of driving continuous improvement in closure performance.
Daily News Update Page 28
The Closure Maturity Framework is designed to help companies map their current position, motivateimprovement and measurethe state of their operations’ progress towards sustainable closure.
It outlines a pathway towards achieving desired post-closure land uses and closure vision while considering relevant aspects of mine design, operations and technology.
Aidan Davy, COO, ICMM, says:
“To achieve sustainable outcomes that are beneficial to a company and its employees, the environment and host communities, mine closure must be considered as an integral part of an operations’ core business and effectively integrated across the mining life cycle.
“Through the use of tools like ICMM’s Closure Maturity Framework, companies are able to identify mine closure threats and opportunities from the earliest stages of mining so that these can be proactively managed and the risk reduced. It also makes it easier and more cost effective to achieve final closure objectives through effective integration.”
The Closure Maturity Framework tool has two components 1) a User Guide that describes each of the maturity levels and helps companies categorise the status of their sites and 2) an interactive Excel Tool that helps companies assess closure maturity at the site level.
It can serve as a communication tool that drives conversation between different business units and levels of a company to converge thinking and align decision making.
It can also facilitates the aggregation of results from multiple sites to enable companies to understand closure performance within a portfolio.
As part of ICMM’s Mining Principles, its members commit to plan and design for closure in consultation with relevant authorities and stakeholders, implement measures to address closure-related environmental and social aspects, and make financial provision to enable agreed closure and post-closure commitments to be realised.
To support its members and the wider industry in this:
In 2019, ICMM published an Integrated Mine Closure: Good Practice Guide to help companies plan for an effective, integrated and responsible mine closure.
In 2020, ICMM published ‘Key Performance Indicators: Tool for closure’, designed to help companies develop context-relevant performance indicators that drive accountability to support implementation of good closure practices at an operational level throughout the mine life cycle.
Both the Closure Maturity Framework and KPI Tool were developed as practical tools to supplement those within the Integrated Mine Closure: Good Practice Guide to help companies embed the good practice within the guide into their operations, and should be used together with the Guide.