Pemerintah meningkatkan kapasitas kilang minyak guna memperkuat ketahanan energi nasional. Menteri Energi dan Sumber Daya Mineral (ESDM) Bahlil Lahadalia mengatakan pembangunan kilang minyak dengan kapasitas 1 juta barel per hari akan dilakukan di berbagai wilayah Indonesia.
Keputusan peningkatan kapasitas kilang ini merupakan hasil rapat terbatas bersama Presiden RI Prabowo Subianto di Istana Negara. Kapasitas produksi ditingkatkan 100%, dari sebelumnya 500 ribu barel per hari. Langkah ini bertujuan mengurangi ketergantungan Indonesia terhadap kilang negara lain sekaligus mewujudkan Asta Cita Kabinet Merah Putih.
Keputusan peningkatan kapasitas kilang ini merupakan hasil rapat terbatas bersama Presiden RI Prabowo Subianto di Istana Negara. Kapasitas produksi ditingkatkan 100%, dari sebelumnya 500 ribu barel per hari. Langkah ini bertujuan mengurangi ketergantungan Indonesia terhadap kilang negara lain sekaligus mewujudkan Asta Cita Kabinet Merah Putih.
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TVTranscript
00:00The government has increased the target of steel capacity built in the energy healing program from 500,000 barrels per day to 1 million barrels per day.
00:23The construction of steel will partly be funded by the Ministry of Investment and Interest.
00:30The government has changed the plan to build an oil mill and a revenue related to the energy healing program from 500,000 barrels per day to 1 million barrels per day.
00:46Minister of Energy and Mineral Resources Pahlila Haddaliah said that the government has targeted to build an oil mill with a capacity of 15,000 barrels per day in several areas.
00:58However, in its development, the planned oil mill capacity will be increased to 1 million barrels per day.
01:06The focus of the oil mill is to build a revenue related to the energy healing program from 500,000 barrels per day to 1 million barrels per day.
01:19Minister of Energy and Mineral Resources Pahlila Haddaliah said that the government has targeted to build an oil mill with a capacity of 15,000 barrels per day in several areas.
01:37Pahlila said that the oil mill development project would later be funded by the Ministry of Investment and Interest, Nusantara or PPI Indonesia.
01:47However, Pahlila has not yet mentioned how much funding will be provided by Indonesia.
01:54Previously, with the assumption that the construction of an oil mill with a capacity of 500,000 barrels per day, the investment required was estimated to reach US$12.5 billion.
02:04In addition to reducing dependence on imports, this project also has the potential to save up to 182.5 million barrels of oil per year, or equivalent to US$16.7 billion.
02:17Not only that, this oil mill development also opens up a great opportunity for the creation of jobs with 63,000 direct workers and 315,000 indirect workers.
02:29From Jakarta, IDX Channel coverage team
02:35Pemirsa, to discuss our interesting topic this time, the optimization of the capacity of oil mills to support energy sustainability, we have connected via Zoom with Mr. Elan Biantoro.
02:45He is the Secretary General of the Oil and Gas Company, Aspermigas.
02:50Hello, Mr. Elan, how are you?
02:51I'm fine, Alhamdulillah.
02:53Thank you for your time.
02:55We also have Mr. Yayan Satyarty, Energy Economic Advisor from Pajajaran University.
03:01Hello, Mr. Yayan, how are you?
03:03Hello, I'm fine, Alhamdulillah.
03:05Thank you for the information and your presence.
03:08Mr. Yayan, we will first review the implementation of this energy hillarization program, especially in the subsector of oil mills, as far as your observation.
03:21Okay, if we look at Indonesia's refinery production here, with the existing capacity, if we look at the total, it is around 1,157,000 barrels.
03:37Then, the largest position is around 348, then the largest is around 260 barrels, then around 125.
03:51Then we look at the development of the refinery production here, indeed for the year 2000, here there is secondary fuel, then there is non-fuel, lubricant, etc.
04:03The total production is indeed slightly increased compared to the position in 2021, perhaps due to the pandemic, but in a direction that I think the escalation, the growth is relatively significant.
04:21So, the need for oil mill production in particular is very important to defend the energy security and energy resources in Indonesia.
04:35This is also in line with the 2024 policy, if I'm not mistaken, which is the energy security policy based on the President's Regulation.
04:46Mr. Elan, how is it, how far is it if we talk about the support of Asper Migas in the development of the Hulu Earth Oil Infrastructure in the context of the hillarization of the Migas sector in Indonesia?
05:03Yes, hello, Mr. Elan?
05:06Yes, still on mute, sir?
05:08Yes, in the implementation of Hulu midstream to hillarization, all this time in Indonesia, we from Asper Migas have evaluated that there is still a supply chain that we think is far from perfect.
05:23First, Hulu, Hulu produces only 600 barrels, even that 600 barrels is gross, from the results of the state or the government, and also contractors are listed.
05:36Then the hillarization midstream, the capacity of the hillarization is only effective when the contractor is very effective, 100% capacity is 1 million barrels.
05:45However, our hillarization is the youngest at the age of 93.
05:50That's probably only up to 1 million barrels.
05:54Then the third is that we still have a problem between Hulu to the midstream, which is the feedstock problem.
06:05If we want to build a mill, we have to think about the feedstock problem.
06:10Where does the raw oil come from?
06:13So if what was said earlier by Minister Bahlil, the raw oil will be built, the mill will be built with a capacity of 1 million barrels.
06:22But where do we get the raw oil from?
06:25Then there is one more thing, that now there are many Hulu that get oil fields in areas far from the mill.
06:35And the amount is not too big, maybe only 2,000 barrels, 1,000 barrels.
06:41But to reach the mill, it requires transportation and costs.
06:45That's why in this field, for the infrastructure problem, Hulu and Hillir must be able to synchronize the supply chain.
06:53That is, we need to think about building a mini mill that is close to Hulu, which is a bit remote, far from the big mill.
07:02It will be much easier.
07:04So the mill picks up the ball closer to the source of the oil, the source of the raw oil.
07:11As an example, in Tanjung, the production is maybe 3,000-4,000 barrels now.
07:16It is sent as far as 270 kilometers by pipe to Balikpapan.
07:21And it costs a lot of money, up to tens of dollars per barrel to send it there.
07:27From Balikpapan, it will be processed into BBM oil.
07:32From BBM, it is sent elsewhere, including to South Kalimantan in Tanjung.
07:36It means that it is inefficient.
07:39If, like in Tanjung, we build a mill with a capacity of 1,000 barrels, 1,500 barrels, or 500 barrels per module, it will be much more efficient.
07:51The same goes for Tarakan and some areas in Sumatra.
07:56This may need to be considered as a strategy for building a mini mill.
08:03In addition to the big mills with large capacities that were delivered by Minister Balil,
08:09where it must also be considered where the feedstock comes from.
08:13Feedstock is the source of crude oil, where we only have 600 effective, gross,
08:19a combination of the rights of the state and the rights of the contractor.
08:23And where else do we have to think of the surplus?
08:27Okay, Mr. Elan.
08:28Mr. Ian, it's interesting if we look at it like this.
08:30You said there was a plan to build a mill with a capacity of 1 million barrels,
08:34while what was still an obstacle was the supply.
08:36What can we look at here, Mr. Ian?
08:38Do we really have to be able to optimize the oil supply at this time,
08:43or do we really have to build it?
08:44There are several mini mills that are close to the source of their own oil.
08:51Okay.
08:52If we look at it from the point of view of inter-trade,
08:55between the regions, and we are part of the country,
09:01where the defense of each other,
09:04say we are the defense of energy, or the defense of food,
09:06is usually not nationally, because we are not a land country.
09:10Where, for example, like the United States.
09:12So the defense of the country,
09:15or the defense of energy in particular,
09:17is not based on centralist defense,
09:20but based on defense in certain areas that are able to enter.
09:25If we look at it from the point of view of obstacles,
09:29especially the supply chain, it's not just gas.
09:33If it's gas, maybe it's a bit more structured,
09:35because it can be flowed or used for shipping.
09:40The problem is in terms of transportation costs.
09:44If we look at it from the point of view of our gas sector,
09:51the flow is still based on conventional transportation.
09:56Okay.
09:57If we look at conventional transportation,
09:59it means that the cost can be 200% to 250% more expensive.
10:05Okay.
10:06So the development of the road map is not just to build...
10:11It's gone.
10:12But how to build a network between each sector,
10:16from the beginning, then it also enters the mid-term industry.
10:20For example, if we call it deliricization first,
10:23and then after that, we can transfer it to...
10:28to the downstream side to be used,
10:30whether it's to the industry or the end consumer.
10:33Okay.
10:34Now, if we can do that,
10:36maybe it can at least reduce efficiency costs
10:40by around 30% to 50%.
10:43So the cost of BBM can be suppressed.
10:46Assuming that...
10:49I tried to read it,
10:51based on the Refinery Development Master Plan.
10:59I assume that the Refinery Development Master Plan
11:03uses integrated planning,
11:05or integrated master plan planning,
11:07where if we look at the structure,
11:10the supply chain can be straight.
11:12But if we look at it,
11:14the condition is not that ideal.
11:16But here, the government just wants to rely on...
11:20The important thing is the supply.
11:22So on the supply side,
11:24they want to improve,
11:26especially from the aggregate refinery side,
11:29and then don't think about
11:31the capacity or the nature of Indonesia's economic activity,
11:35which is like an island.
11:36If this is left,
11:38it will at least threaten the efficiency of BBM,
11:43and also Indonesia's energy sustainability.
11:47Okay, but it's better if we follow the previous condition, Mr. Yayan.
11:51Did it finally become a solution,
11:53a mini-refinery,
11:54or do we just focus on building a large-capacity refinery?
11:58Mr. Yayan.
12:00For Indonesia's case,
12:02I think our nature should be...
12:05Maybe this is the same as if Indonesia
12:08wants to build a nuclear power plant.
12:11Okay.
12:12Like that.
12:13So actually, because of our geographical nature,
12:16the good step here is that
12:18the energy sustainability systems
12:20are not always large-scale.
12:23Or at most, if it's just large-scale,
12:25it's only in Java.
12:26But if it's outside of Java,
12:28we can use a modular oil tank system,
12:32as mentioned earlier by Narasumber.
12:35So it can save transportation costs,
12:40and also, if we're talking about energy resources,
12:45especially BBM,
12:46the transportation and infrastructure costs have to go down.
12:50Under the current conditions,
12:52it's actually relatively more expensive.
12:54So I hope that the government
12:56to make the master plan for the refinery development,
13:01it also has to consider the supply chain
13:04and geographical conditions.
13:06Maybe there should be a review of the RDMP,
13:09which is more suitable for the conditions of activity,
13:13namely inter-trade and inter-trade in Indonesia.
13:17Okay, Mr. Yayan.
13:18Mr. Elan, what will it be like?
13:19When it comes to the existing conditions,
13:21what is the strategy?
13:22We are focused on building several refineries
13:24in other regions of Indonesia.
13:26Even though Mr. Balil said earlier
13:28that the development of many areas in East Indonesia
13:31is heading there so that there is equality.
13:33We will discuss in the next segment.
13:34Mr. Elan and Mr. Yayan,
13:35we will take a short break.
13:37Make sure you are still with us.
13:48Thank you for joining us in Market Review.
13:51In the next segment,
13:52we will provide you with data
13:53related to the realization of hillarization investment
13:55in Indonesia in 2024.
13:58You can watch the complete data on your television screen.
14:02As we can see,
14:03minerals, agriculture, forestry, oil and gas,
14:06then there is the electric vehicle ecosystem
14:08which is a sector of hillarization investment.
14:12The value is IDR 245.2 trillion for minerals,
14:15then agriculture IDR 67.1 trillion,
14:17forestry IDR 64 trillion,
14:19oil and gas IDR 23.1 trillion,
14:21and the electric vehicle ecosystem IDR 8.4 trillion.
14:25Next, we will look at the mines
14:26that are included in the national strategic project.
14:29There are Bontang Mines,
14:30Tuban Oil Mines,
14:32Upgrading Existing Mines,
14:34Refinery Development Master Plan,
14:36Upgrading Existing Mines,
14:38or RDMP,
14:39and Petrochemical Industry Balongan.
14:42Those are included in the PSN.
14:46Next, there are the five largest BPM mines in Indonesia.
14:49Cilacap Mine, Balikpapan Mine,
14:51Pelaju Mine, Dumai Mine,
14:53and Balongan Mine,
14:54the data for 2023.
14:55Let's continue our discussion
14:57with Mr. Elan Biantoro,
14:59TGNH Spermigas,
15:00and Mr. Eyan Satyakti
15:02from Pajajaran University.
15:04Mr. Elan,
15:05we talked about the efforts
15:06to support the energy-sensitive target.
15:08Then, can you see
15:09what challenges and strategies
15:11need to be applied
15:12if we really want to pursue
15:14our energy-sensitive target?
15:18So,
15:19if we talk about
15:21how to fulfill the energy-sensitive environment
15:23and also the national BPM needs,
15:25it is related to the mining problem.
15:28I,
15:29for a long time,
15:31mining has been dominated by Pertamina,
15:32where the mines are large.
15:34It is indeed
15:35a portion of Pertamina,
15:36owned by the country.
15:37However,
15:38it should be remembered that
15:39private sector,
15:40because we, Spermigas,
15:41are a representative
15:42of the Oil and Gas National Association,
15:44a national private company,
15:46has initiated
15:48the construction of mini-mines.
15:50Okay.
15:51There are already TWU mines
15:52in Bojonegoro,
15:54and other mines.
15:55Well, this is also
15:56touched by the government
15:57to provide
15:59support.
16:01What is the support?
16:03Well, ease of permit,
16:04then if there is an incentive,
16:06because whatever they do,
16:08is to add
16:10the shortcomings
16:12of the national BPM
16:14that the country needs.
16:15Now,
16:16there are several,
16:17in Belorapun,
16:18or near Bojonegoro-Belora,
16:20there are already
16:21500 barrels per module.
16:23In South Sumatra,
16:25there are already.
16:26So,
16:27it's private,
16:28their initiative.
16:29Okay.
16:30And they need support
16:31from various things.
16:32We from Spermigas
16:33also help
16:34so that they get support
16:36from the K3S,
16:37so that they can also
16:39support
16:41and provide
16:43the crude supply.
16:45Because whatever it is,
16:46they also benefit, sir.
16:47If they build
16:49the mill near the oil field source,
16:52at least,
16:53the mill earlier
16:55bought the crude
16:56from the K3S,
16:57directly,
16:58and there is no more transportation fee.
17:00So,
17:01from the side of
17:03cash flow from the K3S,
17:05the K3S will be better.
17:07Because if it has to be transported
17:09through pipe,
17:10they have to pay toll fee.
17:12In this matter,
17:13according to us,
17:14the plan that was made
17:16comprehensively by the country,
17:18please,
17:19the macro aspect,
17:20the big one,
17:21the mega mill earlier,
17:22which was delivered by Mr. Yayan,
17:24we agree 100%
17:26to be developed as soon as possible.
17:28Even so,
17:29capital and financing are not small.
17:31For the mills
17:32in remote areas,
17:34which are mini-sized,
17:36can be run by the private sector.
17:38And the private sector
17:39can find the financing themselves.
17:41This means that it also helps the government.
17:43It's up to the government
17:45to support the private sector
17:47so that it can provide
17:49ease and support
17:50so that mini-sized mills
17:52are built by the private sector
17:53in areas that are indeed
17:55appropriate
17:56for areas of oil fields
17:58that are a bit far from the big mills.
18:00Okay.
18:01I think so.
18:02But the development of the mills
18:04that will be built by the government
18:05will also be outside Java, right?
18:06The average that seems to be targeted
18:07by the government.
18:08Do you think this is a
18:09quite strategic step?
18:11I think it's appropriate.
18:13I agree with that.
18:14With the note that the mills
18:16must be built on the beach,
18:17or near the sea,
18:18because the feedstock
18:20can come from anywhere.
18:21Okay.
18:22Don't build a large-scale mill,
18:25like, for example, Pelaju.
18:27In my opinion,
18:28it may be the Dutch era
18:29who built it,
18:30or BPM.
18:31Or in the past.
18:33That's the heritage.
18:34It's a bit less strategic
18:36because it has to go into the river.
18:38The flow of the mill
18:40becomes a barrier.
18:41It will be a barrier
18:42if there is a tanker coming in.
18:44A large tanker cannot enter Pelaju.
18:47Because it has to go into the river.
18:49In the riverbed,
18:50there are a lot of barriers
18:51that become a barrier.
18:53Well, if possible,
18:54the mills should be built
18:56on the beach,
18:57like what is done in Balongan,
18:59Tuban, Balikpapan,
19:01Cilacap, and Dumai.
19:03I think that's it.
19:05Okay.
19:06Mr. Eyan,
19:07what do you think
19:08if we look at
19:09the ideal infrastructure development strategy
19:11if we talk about
19:12efforts to achieve
19:14our national energy security target
19:17and also the hillarization there?
19:20Okay.
19:21The problem with the infrastructure
19:23of energy resources in Indonesia
19:25is about acquisition assets.
19:27The acquisition assets,
19:28for example,
19:29if we want to keep a mill,
19:31who owns it?
19:33Who owns the assets?
19:34Who owns the land?
19:35Then there are also
19:36some infrastructures
19:37that have to be
19:39like a network.
19:40Where is it stored?
19:41We always face
19:44relatively significant obstacles.
19:46So this is one of the factors
19:49in the DRDMP project
19:51which is now
19:52because it is not
19:54on a dedicated land,
19:56this is a delay.
19:57Why?
19:58Because from a security point of view,
20:00then also the making of the process
20:02is lost,
20:03and others
20:04that cause
20:05achievement
20:07from the specific target
20:09DRDMP
20:10according to the target.
20:12Well, maybe we have to
20:14at this time
20:15not only talk about
20:16investment
20:18let's say
20:19only the money,
20:20but maybe it should also be prepared
20:22about the preparation
20:24namely
20:25asset acquisition
20:26for the development of this energy.
20:28Because we are now
20:29the story is
20:30what is the source of energy?
20:33Energy storage?
20:34Well, maybe there should be
20:36in the roadmap earlier,
20:38for example,
20:39do we need
20:40asset acquisition?
20:41Then there is also
20:42an increase in efficiency
20:43from the cost
20:44especially
20:45accessibility.
20:47Because if for example
20:48now
20:49we are talking about
20:50energy sources,
20:51the pricing
20:52can be pressed.
20:53Yes, it means
20:54through increasing
20:55energy accessibility
20:56in each area,
20:57so that
20:58the price of energy
21:00received
21:01especially by the industry
21:02and the community
21:03can be
21:04cheaper.
21:06Okay,
21:07then if we talk
21:08about financing
21:09and involvement
21:10from the private sector,
21:11what does Permigas see?
21:12Do we really need
21:13along the way
21:14to remember the funds
21:15that have been announced
21:16when using
21:17investment funds
21:18from Danantara,
21:19as well as the development
21:20of oil refineries
21:21that can support
21:22the future national
21:23energy security
21:24in Thailand?
21:28This is for me, right?
21:29Yes, Mr. Elan, please.
21:31For me?
21:32Yes.
21:33We,
21:34from the private sector,
21:35under the name
21:36of Aspermigas,
21:37we are very
21:38optimistic, sir.
21:39So it means
21:40even though Aspermigas
21:41has always been with
21:42its members,
21:43the investors,
21:44both mainstream
21:45and downstream,
21:46they always survive
21:47with the effort
21:48to get their own funding,
21:49whether through
21:50banking and others,
21:51even if there is
21:52a fund from Danantara,
21:53it is very open
21:54for Danantara
21:55to join
21:56in helping
21:57financing,
21:58financing projects
21:59that will be
22:00worked on
22:01by,
22:02besides Pertamina,
22:03there are also
22:04national private
22:05companies.
22:06And of course
22:07through more comprehensive
22:08research,
22:09so that
22:10the financing
22:11is really effective
22:12and brings
22:13the greatest
22:14benefits.
22:15Okay, optimistic,
22:16Mr. Elan.
22:17For the
22:18mini-finances
22:19that have been formed
22:20so far,
22:21I have been able
22:22to note
22:23at least now,
22:24the TWU is quite
22:25large,
22:26if TWU is not
22:27mini,
22:28but maybe
22:29midi,
22:30because it can
22:31hold 30,000 barrels
22:32per day.
22:33Okay.
22:34The capacity.
22:35Then there is
22:36another one
22:37in Bojonegoro
22:38earlier,
22:39which is
22:40mini,
22:41which is
22:42near Belora,
22:43and also
22:44in Banyuasin,
22:45which is
22:46also being
22:47built now,
22:48and it is
22:49also
22:50interesting
22:51for
22:52entrepreneurs
22:53to build
22:54there.
22:55Okay,
22:56that's it.
22:57Indeed,
22:58it is hoped that
22:59the optimization
23:00of oil
23:01mining
23:02development
23:03can support
23:04our national
23:05energy
23:06preservation
23:07while still
23:08thinking about
23:09how to
23:10do it,
23:11and the
23:12closer
23:13to the
23:14source
23:15of the
23:16oil itself,
23:17it will
23:18be
23:19easier
23:20to
23:21do it.
23:22Thank you
23:23for the
23:24data that
23:25has been
23:26given to
23:27the audience
23:28today.
23:29Congratulations
23:30on continuing
23:31your activities
23:32again.
23:33Stay
23:34healthy.
23:35See you
23:36again,
23:37Mr.
23:38Ayan,
23:39Mr.
23:40Elan.
23:43Okay,
23:44audience,
23:45an hour ago
23:46I accompanied
23:47Mr.
23:48Elan to
23:49his
23:50office.
23:51Let's
23:52take a
23:53look at
23:54what he
23:55has to
23:56say.
23:57Mr.
23:58Elan,
23:59Mr.
24:00Elan,
24:01Mr.
24:02Elan,
24:03Mr.
24:04Elan,
24:05Mr.
24:06Elan,
24:07Mr.
24:08Elan,
24:09Mr.
24:10Elan,
24:11Mr.
24:12Elan,
24:13Mr.
24:14Elan,
24:15Mr.
24:16Elan,
24:17Mr.
24:18Elan,
24:19Mr.
24:20Elan,
24:21Mr.
24:22Elan,
24:23Mr.
24:24Elan,
24:25Mr.
24:26Elan,
24:27Mr.
24:28Elan,
24:29Mr.
24:30Elan,
24:31Mr.
24:32Elan,
24:33Mr.
24:34Elan,
24:35Mr.
24:36Elan,
24:37Mr.
24:38Elan,
24:39Mr.
24:40Elan,
24:41Mr.
24:42Elan,
24:43Mr.
24:44Elan,