Upload
informa-australia
View
277
Download
3
Embed Size (px)
DESCRIPTION
delivered the presentation at IMM’s 2014 Kalimantan Coal Conference. The IMM’s Kalimantan Coal Conference brings together 120+ senior executives, decision makers from government, mining, infrastructure, shipping and supply sectors to discuss new policies and strategies for tackling the current and emerging issues within the burgeoning Kalimantan coal sector. For more information about the event, please visit: http://www.immevents.com/kalicoalconference13
Citation preview
W O R K I N G A R O U N D D I F F I C U L T I E S O F
C O A L T R A D I N G I N
E A S T & S O U T H K A L I M A N T A N
A Trader’s Point of View 1
PT. Asia Pacific Mining Resources
TOPICS OF DISCUSSION
� Kalimantan Island � Demographics � Coal Resources & Reserves � Production & Sales by Province � Main Difficulties � Main Considerations for South & East Kalimantan � Important Considerations � Conclusion
2
5 PROVINCES OF KALIMANTAN
3
DEMOGRAPHICS OF SOUTH AND EAST KALIMANTAN
South Kalimantan East Kalimantan
Land Area : 37,530 km2 127,267 km2
Popula9on : 3.7 Million 3.6 Million
Major Ethnics : Banjar Barjar
Javanese Javanese
Bugis Bugis
Madura Dayak
Kutai
Toraja
Govenor : Drs H Rudy Arifin Mr Awang Faroek Ishak
4
COAL RESOURCES AND RESERVES
Province Resouces Reserves
(million tons) (million tons) Coal Quality Inferred Indicated Measured Total Probable Proven Total Low <5100 1,070 652 672 2,394 398 474 871
Medium 5100-‐6100 2,110 2,261 2,071 6,441 657 1,922 2,580
South Kalimantan High 6100-‐7100 636 431 739 1,806 123 204 327
Very High >7100 18 0 0 18 0 0 0
Total 3,834 3,344 3,482 10,659 1,178 2,600 3,778 Low <5100 1,208 1,009 1,314 3,531 403 740 1,143
Medium 5100-‐6100 10,864 4,218 4,700 19,781 4,544 2,475 7,019
East Kalimantan High 6100-‐7100 1,158 968 1,919 4,044 222 441 663
Very High >7100 48 78 72 198 4 32 37
Total 13,277 6,283 8,004 27,563 5,174 3,688 8,862
Grand Total 17,110 9,627 11,486 38,223 6,352 6,288 12,640
Note: Depth boundary was calculated un9l 100 m below earth surface, figures rounded up to the nearest thousand Source: Center for Geology Resouces, Geology Agency as per Dec 2011
5
COAL PRODUCTION BY PROVINCE
Top 5 CCoW Producers 2011
(tonnes)
South Kalimantan 1 Adaro Indonesia, PT 47,667,466
2 Arutmin Indonesia, PT 22,831,551
3 Baramarta, PD 4,433,167
4 Wahana Baratama Mining, PT 4,233,826
5 Bomeo Indobara, PT 2,754,552
Other producers 7,227,926
Mining Business Lisence ** 29,139,632
Sub Total 118,288,119
East Kalimantan 1 Kal9m Prima Coal, PT 40,451,865 2 Kideco Jaya Agung, PT 31,394,693 3 Berau Coal, PT 19,443,967 4 Indominco Mandiri, PT 14,764,695 5 Trubaindo Coal Mining, PT 7,020,886
Other Producers 148,576,472 Mining Business Lisence ** 46,327,580
Sub Total 194,904,051
** Based on the report from the Provincial Government filing. Source: Directorate Enterprise Coal Supervision, Directorate of Mineral and Coal Program Supervision per Dec 2011
6
DOMESTIC & EXPORT SALES BY PROVINCE
DOMESTIC SALES EXPORT SALES TOTAL SALES
SOUTH KALIMANTAN
CCoW 23,722,297 64,386,338 88,108,635
Mining Business Licence 8,625,202 28,724,952 37,350,154
Total 32,347,499 93,111,290 125,458,789
EAST KALIMANTAN
CCoW 23,994,505 121,490,971 145,485,477
Mining Business Licence 9,401,605 33,093,650 42,495,255
Total 33,396,110 154,584,621 187,980,732
** Based on the report from the Provincial Government filing.
Source: Directorate Enterprise Coal Supervision, Directorate of Mineral and Coal Program Supervision per Dec 2011
7
MAIN DIFFICULTIES
� Cash vs LC Payment � Big vs Small Producer � Many small producers so cash is king � Quality considerations : Some coal quality not
available in certain areas. � Barges vs Vessel Shipment � Anchorage / Berthing Prospects � Weather Issues � Local Issues / Police Checks � Cost of Stevedoring / Transhipment
8
MAIN CONSIDERATIONS
East Kalimantan � Less police intervention � More regulated / Less cowboys � Anchorage – Muara Berau (Jul-Dec) Muara Jawa (Jan-Jun) Adang Bay / Apar Bay Bontang Coal Terminal Tanjung Bara Coal Terminal Tarakan / P. Bunyu � Berthing - Balikpapan Coal
Terminals � Many Jetty with Cap of 240’
barges with 5500 MT → Sg. Dondang
South Kalimantan � More police intervention in terms
of illegal mining activities � Tarboneo / Jorong / Satui / Tj.
Pemancingan � Berthing / Indonesian Bulk
Terminal � North Pulau Laut Coal Terminal � More Jetty can load 300’ � High speed loading in Sg. Putting
of approx 10-12 hours per barge � Tapin Coal Terminal 3-6 hours
loading per barge
9
10
EASTERN KALIMANTAN
PORTS
11
SOUTH KALIMANTAN PORTS
IMPORTANT CONSIDERATIONS
� Experience of suppliers? Traders? Brokers? � KYS – Know Your Supplier. Track record? � Quality of coal required � Payment terms � Always conduct pre-shipment analysis
12
Conclusion
� Check and recheck � Do not rush in � Take time to understand the process and logistical
pitfalls/issues � Avoid down-payment unless you are comfortable or
supplier have a track record � Need to control the whole delivery chain from mine
to barge/vessel � Finally…..
13
Thank you 14