$51 / ton @harga batubara … 200414_270215


TREN HARGA BATUBARA INTERNASIONAL per MINGGU 3-4 Februari 2015
INILAHCOM, Jakarta – PT Berau Coal Energy Tbk (BRAU) menjelaskan mengalami penambahan kuota produksi batu bara tahun 2014 sebesar 1,85 juta ton.

Penambahan tersebut melalui anak usaha perseroan yaitu PT Berau Coal (PT BC). Hal ini merupakan keputusan Kementerian ESDM. Demikian mengutip keterbukaan informasi di BEI, Kamis (28/8/2014).

Dengan penambahan tersebut maka total kuota produksi tahun ini menjadi 24,2 juta ton baru bara. Sampai saat ini kinerja perseroan maish sesuai dengan rencana produksi tersebut.

Saham BRAU pada 11.52 WIB, melemah 0,9% ke Rp110 per lembar dengan volume 1,636 juta saham.

Bursa Saham: Emiten Batu Bara Menghijau di Tengah Sentimen Negatif
Ardhanareswari AHP – Rabu, 16 April 2014, 19:26 WIB

Bisnis.com, JAKARTA — Di tengah buruknya sentimen terhadap batu bara, nyatanya pada penutupan transaksi Rabu (16/4/2014) mayoritas saham emiten sektor pertambangan ini malah menghijau.

Bahkan ada sejumlah emiten yang kenaikannya melampaui 10% pada sesi perdagangan kemarin. PT Renuka Coalindo Tbk. (SQIM) misalnya. Saham emiten yang tengah mengembangkan bisnis batu bara ini menguat 15,56% menjadi Rp520 per lembarnya.

Namun demikian, analis dari PT Investa Saran Mandiri Kiswoyo Adi Joe mengatakan kenaikan ini hanya bersifat teknikal.

“Ini hanya sentimen sesaat karena fundamentalnya belum membaik. Enggak bertahan lama karena teknikal,” katanya pada Bisnis, Rabu (16/4/2014).

Menurut Kiswoyo, dalam 1-2 hari ke depan sentimen ini akan berbalik dan menyesuaikan dengan keadaan fundamentalnya.

Artinya, pergerakan saham emiten batu bara akan sangat bergantung dengan harga komoditasnya.

“Lebih ke arah teknikal, terkoreksi atau sideways tergantung dengan harga batu baranya,” ucap dia.

Masalahnya, kata Kiswoyo, outlook harga batu bara masih buruk paling tidak untuk 2 – 3 tahun mendatang.

Sebagai informasi, harga batu bara ICE Global Newscastle Index tercatat melemah ke level US$73,53 per ton.

Tak berbeda jauh, Kementerian Energi Sumber Daya dan Mineral (ESDM) menetapkan harga batu bara acuan (HBA) sebesar US$74,81 per ton atau lebih rendah dibandingkan HBA bulan sebelumnya, yaitu US$77,01 per ton.

Senada, analis dari PT Panin Sekuritas Tbk. Fajar Indra menilai hal ini hanya gerak teknikal semata.

“Temporary paling, enggak mencerminkan apa-apa. Kenaikan ini bukan suatu hal yang ‘wah’,” kata Fajar.

Selain SQIM, PT Delta Dunia Makmur Tbk. juga mencatatkan kenaikan harga saham sebesar 11,01% menjadi Rp121 per lembar.

Produsen batubara raksasa seperti PT Adaro Energy Tbk. (ADRO), PT Timah Bukit Asam (Persero) Tbk. (PTBA), dan PT Indo Tambangraya Megah Tbk. (ITMG) tercatat turut menanjak.

Saham ketiga emiten tersebut masing-masing ditutup pada level Rp985 atau naik 1,55%; Rp9.625 atau menguat 0,52% dan Rp25.300 atau naik 1,61%.

Editor : Saeno
Indonesia Coal Output May Rise Even as Prices Decline, ICMA Says
By Fitri Wulandari on 09:12 am Apr 01, 2014
Category Business, Commodities
Tags: coal
Coal production in Indonesia, the world’s largest exporter of the power-station fuel, may exceed the government’s 2014 limit even as a worldwide glut drives down prices to the lowest level in more than four years.

Indonesian output this year may rise to 425 million metric tons from 421 million last year, Bob Kamandanu, head of Indonesian Coal Mining Association, said in an interview on Friday. The government said it will cap production at 400 million as it tries to halt declining prices. The global supply of thermal coal will exceed demand by 4.9 million tons this year, Morgan Stanley said in a January report.

“The government has so far only requested miners limit production, but it doesn’t apply any clear regulation,” Kamandanu said. Output this year may exceed the 400 million ton mark unless the government specifies how it will limit production and penalize companies that overproduce, he said.

Asia Resource Minerals’ Berau Coal Energy may shut its largest mine in the country. Glencore Xstrata and BHP Billiton, the world’s biggest exporters, have either halted operations or shelved expansion plans in Australia.

Prices of the fuel at the Australian port of Newcastle were at $74.01 a ton in the week ended March 28, dropping 11 out of 13 weeks for a 13 percent decline this year, according to globalCOAL, a London-based data provider.

Indonesia may restrict the number of terminals allowed to export coal to “avoid illegal deliveries” and boost revenue, Edi Prasodjo, coal business director at the Energy and Mineral Resources Ministry, said in a September interview. Most Indonesian miners use barges to transport coal along rivers before loading it into larger vessels for overseas shipments.

Newcastle prices may average less than $80 a ton this year as an oversupply persists and a slowing global economy cuts demand, Kamandanu said. The grade averaged $85.27 a ton last year and $96.67 in 2012, according to data compiled by Bloomberg.

Asia Resource Minerals’ Berau Coal may close the mine accounting for almost half of the company’s 2013 output, chief executive Nick von Schirnding said March 28.

Falling coal prices have forced more than 33 small companies in Jambi province on Sumatra island to cease operations, while many firms are trying to survive by cutting costs and boosting efficiency, Kamandanu said.

Glencore Xstrata agreed last week to a one-year deal to sell thermal coal to Tohoku Electric Power Company at the lowest price since 2009. The price that Japan’s power producers negotiate with Glencore is typically used as a benchmark for contracts across Asia.

Bloomberg

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