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Friday, September 29, 2017

State Revenue from ESDM Optimistic Up



Lifting oil in September was down compared to the first half of 2017.

The Ministry of Energy and Mineral Resources (ESDM) is optimistic that the state revenue from the ESDM sector will rise this year. Although acknowledged, commodity prices as a driver of the increase in state revenues can not be predicted, because it refers to the market.

ESDM Minister Ignasius Johan explained, there are two major factors that affect the state revenue in the sector of ESDM. First, commodity prices and quantity of production in the ESDM sector. Regarding commodity prices, the government can not control commodity prices because it refers to international prices. According to Jonan, oil and gas commodities as well as minerals and coal (minerba) is a global market price.

"So this can not be controlled," said Jonan in a press conference at the Office of the Ministry of Energy and Mineral Resources Jakarta on Thursday (28/9). He pointed out, by 2015, the price of oil is more than 100 per barrel. The total state revenue can reach about Rp 357 trillion from the EMR sector. However, in 2016, oil prices stay at US $ 38 per barrel, then the state revenue directly reduced.

Second, the problem of production quantity. Jonan explained, the problem of quantity can indeed be controlled by the government. But when production can be improved, the market is not necessarily absorbable. He gives an example, gas production is now quite a lot, so it can not be absorbed by the market.

"The production of gas a lot, sometimes there is in the mind want to sell where? Sometimes the sale of the nature spot, sudden or direct," he said.

In addition to these two factors, the state revenue from the ESDM sector is also from the imposition of tariffs or royalties or profit sharing. With commodity prices still low, the government can not increase tariffs, royalties or high yields. According to Jonan, the government tries to impose tariffs on non-tax revenues or royalties or so-called fair share results so as not to burden the business world.

 "If the business world weighs closing down, job opportunities will decrease," said Jonan.

Even though the condition of the ESDM sector is slowing down, by 2017 there has been an improvement from the state revenue side. Seen from the increase in state revenue in 2017 compared to 2016.

Oil target missed

Until August 2017, oil lifting is only 792,000 barrels per day or barrel oil per day (bopd). Whereas the target, oil lifting this year is set at 815,000 bph. Whereas in the first half of 2017 the average oil lifting 802,000 barrels per day. This means that there is a decrease in production in September 2017. The biggest contributors to oil lifting are Chevron Pacific Indonesia, Mobil Cepu Ltd, Pertamina EP, Total EP Indonesie, PHE ONWJ, Cnooc Ses Ltd, Medco Natuna, Chevron Indonesia, PC Ketapang II Ltd and Vico.

Jonan said, Indonesia's oil lifting is average until now still below 800,000 bpd. Until the end of the year projected will not reach the targel of the Revised State Budget (APBN-P) 2017.

"In my opinion, the oil until the end of the year outlook below 815,000 barrels per day," he said.

For gas, he is still quite optimistic target lifting this year is achieved. Because until August 2017, gas lifting has reached 1.134 million barrels of oil equivalent per day (boepd).

"If the gas above it, maybe 10% -15% above that target 1.115.000 boepd," he said. Contribution of gas production from Total EP Indonesie, BP Tangguh, Pertamina EP, Conoco Philips Grissik Ltd, JOB Pertamina-Medco Medco Natuna.

IN INDONESIA

Pendapatan Negara dari ESDM Optimistis Naik


Lifting minyak pada September ini turun dibandingkan semester pertama 2017.

Kementerian Energi dan Sumber Daya Mineral (ESDM) optimistis, pendapatan negara dari sektor ESDM akan naik tahun ini. Meski diakui, harga komoditas sebagai pendorong kenaikan pendapatan negara tidak bisa diprediksi, karena mengacu pasar.

Menteri ESDM Ignasius Johan menjelaskan, ada dua faktor besar yang mempengaruhi penerimaan negara di sektor ESDM. Pertama, harga komoditas dan kuantitas produksi di sektor ESDM. Terkait harga komoditas, pemerintah tidak bisa mengendalikan harga komoditas karena mengacu pada harga internasional. Menurut Jonan, komoditas migas serta mineral dan batubara (minerba) itu global market price. 

"Sehingga ini tidak bisa kita kendalikan," ujar Jonan dalam konferensi pers di Kantor Kementerian ESDM Jakarta pada Kamis (28/9). la mencontohkan, pada tahun 2015, harga minyak lebih dari 100 per barel. Total penerimaan negara bisa mencapai sekitar Rp 357 triliun dari sektor ESDM. Namun pada tahun 2016, harga minyak tinggal US$ 38 per barel, maka penerimaan negara langsung mengecil.

Kedua, masalah kuantitas produksi. Jonan memaparkan, masalah kuantitas memang bisa saja dikendalikan oleh pemerintah. Namun ketika produksi bisa ditingkatkan, pasar belum tentu bisa menyerap, la memberi contoh, produksi gas kini cukup banyak, sehingga tidak bisa diserap oleh pasar. 

"Produksi gas banyak, kadang-kadang ada dalam pikiran mau di jual ke mana? Kadang terjadi penjualan sifatnya spot, mendadak atau langsung," ujarnya.

Selain kedua faktor tersebut, penerimaan negara dari sektor ESDM juga dari pengenaan tarif atau royalti atau bagi hasil. Dengan harga komoditas masih rendah, pemerintah tidak bisa meningkatkan pengenaan tarif, royalti atau bagi hasil yang tinggi. Menurut Jonan, pemerintah berusaha mengenakan tarif PNBP atau royalti atau yang disebut bagi hasil fair supaya tidak memberatkan dunia usaha. 

 "Kalau dunia usaha berat nanti tutup, lapangan kerja berkurang," kata Jonan. 

Biarpun kondisi sektor ESDM mengalami perlambatan, pada tahun 2017 sudah terjadi perbaikan dari sisi penerimaan negara. Terlihat dari adanya peningkatan penerimaan negara di tahun 2017 dibandingkan dengan tahun 2016.

Target minyak meleset

Hingga Agustus 2017, lifting minyak hanya 792.000 barel per hari atau barrel oil per day (bopd). Padahal target, lifting minyak tahun ini dipatok sebesar 815.000 bph. Padahal pada semester I-2017 rerata lifting minyak 802.000 barel per hari. Artinya ada penurunan produksi pada September 2017. Kontributor terbesar lifting minyak adalah Chevron Pacific Indonesia, Mobil Cepu Ltd, Pertamina EP, Total EP Indonesie, PHE ONWJ, Cnooc Ses Ltd, Medco Natuna, Chevron Indonesia, PC Ketapang II Ltd dan Vico.

Jonan mengatakan, lifting minyak Indonesia memang rata-rata sampai saat ini masih di bawah 800.000 bph. Hingga akhir tahun diproyeksi tidak akan mencapai targel Anggaran Pendapatan dan Belanja Negara Perubahan (APBN-P) 2017. 

"Menurut saya, minyak sampai akhir tahun outlook di bawah 815.000 barel per hari," ujarnya.

Untuk gas, ia masih cukup optimistis target lifting pada tahun ini tercapai. Pasalnya hingga Agustus 2017, lifting gas sudah mencapai 1.134.000 barrel oil equivalent per day (boepd). 

"Kalau gas di atas itu, mungkin 10%-15% di atas itu. Targetnya 1.115.000 boepd," katanya. Kontribusi produksi gas dari Total EP Indonesie, BP Tangguh, Pertamina EP, Conoco Philips Grissik Ltd, JOB Pertamina-Medco Medco Natuna.

Kontan, Page-14, Friday, Sept 29, 2017

Pertamina Supply Gas to PLTG Sambera Kaltim



PT Pertamina and PT Perusahaan Listrik Negara (PLN) have just signed a gas sale and purchase agreement to meet the electricity needs of Sambera Gas Power Plant (PLTG), East Kalimantan. PT Pertamina through its subsidiary PT Pertagas Niaga (PTGN), supplies liquefied natural gas for PLTG with a capacity of 2x20 MW

The signing of the comemorative ceremony of the LNG Gas Sale and Purchase Agreement for Sembera power plant needs is done by Pertamina Gas Director Yenni Andayani and PLN Superintendent Procurement Director Supangkat Iwan Santoso in Jakarta on Thursday (28/9). Yenni said, this cooperation as an effort to optimize existing LNG infrastructure such as Badak LNG Plant. This is also an innovation Pertamina when gas supply is done using LNG truck mode.

The LNG supply will start in April 2018 with a total need of 7.9 mmscfd. The mechanism of supply using ISO tank truck mode from Bontang covering a distance of about 70 kilometers to the Sembera power plant. Before disbursed, Pertamina also prepares infrastructure in the form of regasification facility around PLTG Sembara.

"Pertamina has prepared 20 ISO tank trucks that are replacing LNG," Yenni said in a press release on Thursday (28/9). In the initial phase, the cooperation lasted for five years and extended as needed.

IN INDONESIA

Pertamina Menyuplai Gas ke PLTG Sambera Kaltim


PT Pertamina dan PT Perusahaan Listrik Negara (PLN) baru saja menandatangani kerjasama jual beli gas untuk memenuhi kebutuhan listrik Pembangkit Listrik Tenaga Gas (PLTG) Sambera, Kalimantan Timur. PT Pertamina melalui anak perusahaannya PT Pertagas Niaga (PTGN), menyuplai liquefied natural gas untuk PLTG dengan kapasitas 2x20 MW

Penandatanganan comemorative ceremony Perjanjian Jual Beli Gas LNG untuk kebutuhan PLTG Sembera dilakukan oleh Direktur Gas Pertamina Yenni Andayani dan Direktur Pengadaan Strategis PLN Supangkat Iwan Santoso di Jakarta, Kamis (28/9). Yenni bilang, kerjasama ini sebagai upaya mengoptimalkan infrastruktur LNG eksisting seperti di Kilang LNG Badak. Ini juga merupakan inovasi Pertamina ketika suplai gas dilakukan menggunakan moda truk LNG.

Suplai LNG akan dimulai pada April 2018 dengan jumlah kebutuhan 7,9 mmscfd. Adapun mekanisme suplai menggunakan moda truk ISO tank dari Bontang menempuh jarak sekitar 70 kilometer hingga ke PLTG Sembera. Sebelum disalurkan, Pertamina juga menyiapkan infrastruktur berupa fasilitas regasifikasi di sekitar PLTG Sembara. 

"Pertamina telah menyiapkan 20 truk ISO tank yang bergantian mengisi LNG," kata Yenni dalam siaran pers, Kamis (28/9). Tahap awal, kerja sama ini berlangsung selama lima tahun dan diperpanjang sesuai kebutuhan.

Kontan, Page-14, Friday, Sept 29, 2017

Pertamina Ep Socialization to Citizens



Pertamina EP Asset 4 Cepu re-disseminates the planned drilling activities of Tapen Field well field located in Sidoharjo Village, Senori Sub-district, Tuban Regency. The socialization presented representatives of Sidoharjo villagers who were accompanied by the local Sub District Leadership Communication Forum (Forkopimca).

In the socialization, in addition to submitting drilling plans, also discussed about perioritas skil and non skil labor which amounted to 41 people. Camat Senori, Tuban district government, Sugeng Purnomo said, there are several points submitted by the company. The meeting emphasized the agreement on skill and non-skill labor. 

    While the workforce to be recruited in the drilling process required as many as 41 people. Meanwhile, for another PT (sub cooperation cooperation) with Pertamina EP will soon informated soon to the village, so that the needs of local labor can be ascertained.

"In addition to the labor agreement, Pertamina EP promised that in the future it will conduct intensive communication, especially the cooperation of the company with the areas of the villages entering the ring zone have an impact on the activities of the company, especially in improving the welfare the level of the economy, "said Sugeng so familiar greeting.

He added, for the implementation of drill mobilization done for 14 days ahead. "Mobilization plans today are up to 14 days ahead," he said.

Confirmed separately, Public Relations or Government & Public Relation Assistant Manager of PT Pertamina EP, Pandjie Galih Anoraga, has not provided answers related to the results of meeting with a number of villagers Sidoharjo, District Senori-Tuban.

IN INDONESIA

Pertamina Ep Sosialisasi pada Warga


Pertamina EP Asset 4 Cepu kembali melakukan sosialisasi rencana kegiatan pengeboran sumur minyak Lapangan Tapen yang berlokasi di Desa Sidoharjo, Kecamatan Senori, Kabupaten Tuban. Sosialisasi tersebut menghadirkan sejumlah perwakilan warga Desa Sidoharjo yang didampingi Forum Komunikasi Pimpinan Kecamatan (Forkopimca) setempat.

Dalam sosialisasi tersebut, selain menyampaikan rencana pengeboran, juga dibahas tentang perioritas tenaga kerja skil dan non skil yang berjumlah 41 orang. Camat Senori, Pemerintah kabupaten Tuban, Sugeng Purnomo mengatakan, ada beberapa poin yang disampaikan oleh perusahaan. Pertemuan itu menekankan pada kesepakatan tentang tenaga kerja skill dan non skill. 

      Sementara tenaga kerja yang akan direkrut dalam proses pengeboran dibutuhkan sebanyak 41 orang. Sedangkan, bagi PT yang lain (sub kerjasama operasi) dengan Pertamina EP akan segera diinfokan secepatnya kepada desa, agar kebutuhan tenaga kerja lokal bisa dipastikan.

"Selain kesepakatan tenaga kerja, Pertamina EP berjanji kedepannya akan lakukan komunikasi intensif. Terutama kerjasama perusahan dengan wilayah desa - desa yang masuk zona ring berdampak aktifitas kegiatan perusahaan. Terlebih, dalam peningkatan kesejahteraan taraf perekonomian," kata Sugeng begitu sapaan akrabnya.

Ia menambahkan, untuk pelaksanaan mobilisasi pengeboran dilakukan selama 14 hari kedepan. "Rencana Mobilisasi hari ini sampai 14 hari kedepan," katanya.

Dikonfirmasi terpisah, Humas atau Government & Public Relation Assistant Manager PT Pertamina EP, Pandjie Galih Anoraga, belum memberikan jawaban terkait hasil pertemuan dengan sejumlah warga Desa Sidoharjo, Kecamatan Senori-Kabupaten Tuban.

Harian Bangsa, Page-9, Friday, Sept 29, 2017

Lifting Oil Dimmed



The target of petroleum production is ready to sell or lifting this year will not be achieved, while natural gas will exceed the target set. Minister of Energy and Mineral Resources (ESDM) Ignatius Jonan said that oil lifting will not reach 815,000 barrels per day (bpd). From the Ministry of Energy and Mineral Resources data, the average of oil lifting until August 2017 only reached 792,000 bpd.

"I think the outlook of the year will be below 815,000 [bph]," he said in a press conference of EMR achievement September 2014-September 2017, Thursday (28/9).

Unlike oil, Jonan said that lifting gas achievement exceeded the target, which is 10% to 15% above target. Lifting gas 2017 set 1.15 million barrels of oil equivalent per day (boepd). Gas lifting this year is projected to reach 1.27 million boepd. Actual gas production until August 2017 reached 1.13 million boepd.

"If gas, I am sure 10% -15% above target."

Deputy Head of Special Unit for Upstream Oil and Gas Business Activities (SKK Migas) Sukandar said that achieving the gas lifting target would be easier because there are several gas fields under development. This year, there is a gas field that starts production, contributing to gas lifting.

One of the large volumes of gas fields is the Jangkrik Field, Muara Bakau Block in the Makassar Strait. The gas field operated by Eni Muara Bakau BV now generates 450 million cubic feet of gas per day (MMscfd).

"If the gas is why the production increases because many new fields are developed that produce gas, such as Field Cricket," he said.

Head of SKK Migas Amien Sunaryadi said the realization of oil lifting is still low because of the volume of oil that has been produced, but not yet ready for sale or lifting. He hopes that until the end of this year, oil that has been produced can
immediately entering the tanker can contribute to the achievements of oil lifting.

There is already oil produced into storage, but not yet lifting, yet delivered to the tanker. So the difference is in storage. Hopefully at the end of the year all that is produced is sent to tankers. "

Vice President of Public & Government Affairs of ExonMobil Cepu Limited Erwin Maryoto said that SKK Migas has approved production changes in the Banyu Urip field work plan and budget of 2017 to 201,600 bpd.

IN INDONESIA

Lifting Minyak Redup


Target produksi minyak bumi siap jual atau lifting pada tahun ini tidak akan tercapai, sedangkan gas bumi akan melebih target yang telah ditetapkan. Menteri Energi dan Sumber Daya Mineral (ESDM) Ignasius Jonan mengatakan bahwa lifting minyak tidak akan mencapai 815.000 barel per hari (bph).  Dari data Kementerian ESDM, rerata lifting minyak bumi hingga Agustus 2017 hanya mencapai 792.000 bph.

“Menurut saya, outlook-nya sampai akhir tahun akan di bawah 815.000 [bph]," ujarnya dalam jumpa pers capaian ESDM September 2014-September 2017, Kamis (28/9).

Berbeda dengan minyak, Jonan menyebut capaian lifting gas melampaui target, yaitu 10% sampai 15% di atas target. Lifting gas 2017 ditetapkan 1,15 juta barel setara minyak per hari (boepd). Realisasi lifting gas tahun ini diproyeksikan mencapai 1,27 juta boepd. Realisasi produksi gas sampai Agustus 2017 mencapai 1,13 juta boepd.

“Kalau gas, saya yakin 10%-15% di atas target."

Wakil Kepala Satuan Kerja Khusus Pelaksana Kegiatan Usaha Hulu Minyak dan Gas Bumi (SKK Migas) Sukandar mengatakan bahwa mencapai target lifting gas akan lebih mudah karena ada beberapa lapangan gas yang sedang dikembangkan. Pada tahun ini, ada lapangan gas yang memulai produksi sehingga turut berkontribusi terhadap lifting gas.

Salah satu ladang gas yang cukup besar volumenya adalah Lapangan Jangkrik, Blok Muara Bakau di Selat Makassar. Lapangan gas yang dioperatori Eni Muara Bakau BV itu kini menghasilkan gas 450 juta kaki kubik per hari (MMscfd). 

“Kalau gas kenapa produksi naik karena banyak dikembangkan ladang-ladang baru yang menghasilkan gas, misalnya Lapangan Jangkrik,” katanya. 

Kepala SKK Migas Amien Sunaryadi mengatakan realisasi lifting minyak masih rendah karena terdapat volume minyak yang telah diproduksi, tapi belum bisa siap dijual atau lifting. Dia berharap agar sampai akhir tahun ini, minyak yang telah diproduksi bisa segera masuk ke tanker bisa berkontribusi terhadap capaian lifting minyak.

Ada minyak yang sudah diproduksi masuk ke storage, tetapi belum di-lifting, belum dikirim ke tanker. Jadi selisihnya ada di dalam storage. Mudah-mudahan di akhir tahun semua yang diproduksikan dikirim ke tanker."

Vice President Public & Government Affairs ExonMobil Cepu Limited Erwin Maryoto mengatakan bahwa SKK Migas telah menyetujui perubahan produksi dalam rencana kerja dan anggaran 2017 Lapangan Banyu Urip menjadi 201.600 bph.

Bisnis Indonesia, Page-28, Friday, Sept 29, 2017

National Banking Needs More Contribution



The contribution of the national banking to the financing of the oil and gas sector in the country is considered not optimal. At least that assessment of Deputy Minister of Energy and Human Resources (ESDM) Arcandra Tahar. According to him, the national banking has not maximally assumed a big risk in supporting the development of oil and gas field in Indonesia. In fact, oil well drilling process requires a lot of money.

"One well just to find the oil is US $ 250 million. Then we need four wells, if US $ 250 million multiplied by four, US $ 1 billion. That is equivalent to Rp 13 trillion and not necessarily the result. There is no Indonesian banking that would approximate drilling in the deep water? "Asked Arcandra on one occasion in Sumbawa, West Nusa Tenggara, on Monday (25/9). Conditions that become one of the challenges that need to find a way out.

"These risks in the development of natural resources. Need big funds, need technology and need human resources (HR) is qualified, "he added.

Under these conditions, it is not surprising that investment or funding coming from overseas is still very much needed. Today, the Indonesian nation should be more open in insight, do not make nationalism narrow to not use funding, technology, or human resources from outside which in fact Indonesia has not been able to fulfill it all.

"For the time being we should not feel that the nationalism we develop is narrow. We should think about how we can advance as much as we can. What do we do to develop our Natural Resources according to mandate of Article 33 (UUD 1945) for the utmost benefit for the people of Indonesia, "he asserted.

According to him, in managing oil and gas resources in Indonesia, contractors still need technology, funding, and human resources from overseas. Of course, oil and gas management is expected to be maximal and will have a positive effect on energy security in Indonesia

"However, in reality in terms of human resources, technology, and funding, we are still far away. We still need funding from foreigners, "concluded Arcandra.

Royke Tumilaar, Director of Wholesale Banking at Bank Mandiri, said that in general, the mining sector's performance is very good because most of the risk of mining commodity price volatility has been hedged 'so that the flow of funds is relatively stable. However, he admitted that domestic banks have not been able to meet the needs of the mining industry as a whole, "It is because the investment mine is very large," he said Wednesday (27/9)

Vain

On the other hand, the investment climate of Indonesia's oil and gas sector, especially the upstream sector, is still criticized by investors. PT Chevron Pacific Indonesia, one of the contractors of the cooperation contract (KKKS), admitted that only wasted time had to take care of the bureaucracy in investing upstream oil and gas sector in Indonesia.

Senior Vice President of Policy, Government and Public Affairs (PGPA) Chevron Pacific Indonesia Yanto Sianipar said there is still a lot of bureaucracy and inter-ministerial cooperation that is quite disturbing the course of investment. According to him, a lot of time must be spent by contractors to take care of things that do not have a direct impact on production activities.

"How much time we spend just to fix the problems that are not unnecessary, but do not have an impact on direct production," Yanto said during the 72nd Anniversary of Mining and Energy event at JW Marriott Hotel, Jakarta.

He said, in managing a working area, KKKS contracted with the government. Supposedly, the government coordinates with the regions and areas of licensing to facilitate it, however, the reality is just the opposite.

"Our time is up for it. Earlier I also talked about how we should spend time to deal with a tremendous audit, which many findings are irrational, unfounded, "he explained. In addition, which incriminates the KKKS, Yanto added, KKKS also faced with several legal cases, auction cases and people's demands. The cases have nothing to do with production activities.

"Everything makes our time runs out for things that are not directly related to production," he snapped.

Even so, the Ministry of Energy and Mineral Resources has actually been working on improving the investment climate of the oil and gas sector by cutting the number of permits. Of the 42 permissions that had existed, it is now smaller to only 6. Of the six types of licenses remaining, 2 licenses in upstream oil and gas sector and 4 permits downstream of oil and gas. In upstream oil and gas, there is only permit of survey and permit of utilization of oil and gas data.

Furthermore, the ministry is also accelerating the scheme of oil and gas permit management via online channels and is targeted to be operational by the end of this year. With the online system, permissions can be completed in 4-5 days instead of 10-15 days. This year, the government is targeting oil and gas sector investment of US $ 23 billion (around Rp 309 trillion), rising above 130% compared to the target of investment in 2016 which amounted to US $ 9.8 billion.

IN INDONESIA

Perbankan Nasional Perlu Lebih Berkontribusi


Kontribusi perbankan nasional terhadap pembiayaan sektor migas di Tanah Air dianggap belum optimal. Paling tidak itu penilaian Wakil Menteri Energi dan Sumber Daya Manusia (ESDM) Arcandra Tahar. Menurutnya, perbankan nasional belum maksimal menanggung risiko besar dalam mendukung pengembangan Iapangan migas di Indonesia. Padahal, proses pengeboran sumur minyak memerlukan biaya yang tidak sedikit.

“Satu sumur hanya untuk mencari minyak itu US$ 250 juta. Kemudian kita butuh empat sumur, kalau US$ 250 juta dikali empat, US$ 1 miliar. Itu setara Rp 13 triliun dan belum tentu dapat hasil. Ada tidak perbankan Indonesia yang kira-kira mau drilling di deep water?” tanya Arcandra pada suatu kesempatan di Sumbawa, Nusa Tenggara Barat, Senin (25/9). Kondisi itu menjadi salah satu tantangan yang perlu dicarikan jalan keluar. 

“Ini risiko-risiko dalam pengembangan sumber daya alam. Butuh dana besar, butuh teknologi dan butuh sumber daya manusia (SDM) yang mumpuni,” imbuh dia.

Dengan kondisi tersebut, tidak mengherankan apabila investasi atau pendanaan yang berasal dari Iuar negeri masih amat diperlukan. Sekarang ini, bangsa Indonesia harus lebih terbuka secara wawasan, jangan menjadikan nasionalisme hal yang sempit untuk tidak menggunakan pendanaan, teknologi, atau Sumber daya manusia dari luar yang kenyataannya Indonesia belum bisa memenuhi itu semua.

“Untuk sementara waktu jangan kita merasa bahwa nasionalisme yang kita kembangkan itu sempit. Sudah selayaknya kita berpikir bagaimana kita memajukan sebisa mungkin. Apa yang kita perbuat untuk mengembangkan Sumber daya alam kita sesuai dengan amanat Pasal 33 (UUD 1945) untuk kebermanfaatan sebesar-besarnya bagi rakyat Indonesia,” tegas dia.

Menurutnya, dalam mengelola sumber daya migas di Indonesia, kontraktor masih sangat memerlukan teknologi, pendanaan, dan sumber daya manusia dari Iuar negeri. Tentu diharapkan, pengelolaan migas bisa maksimal dan nantinya memberi efek positif bagi ketahanan energi di Indonesia

“Namun, kenyataannya dari segi sumber daya manusia, teknologi, dan pendanaan, kita masih jauh. Kita masih membutuhkan
pendanaan dari asing,” pungkas Arcandra. 

Direktur Wholesale Banking Bank Mandiri Royke Tumilaar mengatakan, secara umum kinerja kredit sektor pertambangan sangat baik karena sebagian besar risiko volatilitas harga komoditas tambang sudah di-hedging' sehingga aliran dana relatif stabil. Namun, ia mengakui, perbankan dalam negeri memang belum bisa memenuhi kebutuhan industri pertambangan secara keseluruhan,”Itu karena tambang investasinya sangatlah besar,” katanya Rabu (27/9)

Sia-sia

Di sisi lain, iklim investasi sektor migas Indonesia, khususnya sektor hulu, masih mendapat kritisi dari investor. PT Chevron Pacific Indonesia, salah satu kontraktor kontrak kerja sama (KKKS), mengakui hanya waktu yang terbuang sia-sia lantaran harus mengurusi birokrasi dalam melakukan investasi sektor hulu migas di Indonesia.

Senior Vice President Policy, Government and Public Affairs (PGPA) Chevron Pasific Indonesia Yanto Sianipar mengatakan masih banyak birokrasi dan kerja sama antar kementerian yang cukup mengganggu jalannya investasi. Menurutnya, banyak waktu mesti dihabiskan para kontraktor untuk membereskan hal-hal yang tidak memberikan dampak langsung pada kegiatan produksi tersebut. 

“Berapa banyak waktu kita habis hanya untuk membereskan masalah - masalah yang bukan tidak perlu, tapi tidak memberikan dampak pada produksi langsung,” kata Yanto dalam acara Hari Jadi Ke-72 Pertambangan dan Energi, di Hotel JW Marriott, Jakarta.

Ia menuturkan, dalam mengelola suatu wilayah kerja, KKKS berkontrak dengan pemerintah. Seharusnya, pemerintah berkoordinasi dengan daerah dan bidang perizinan untuk memudahkannya, Namun, realitas yang ada justru sebaliknya.

“Waktu kita habis untuk itu. Tadi saya juga bicara soal bagaimana kita harus spend waktu untuk menghadapi audit yang luar biasa, yang banyak temuannya yang tidak rasional, tidak berdasar,” jelas dia. Selain itu, yang memberatkan para KKKS, Yanto menambahkan, KKKS juga dihadapkan dengan beberapa kasus hukum, kasus lelang dan tuntutan rakyat. Kasus-kasus itu tidak ada hubungannya dengan aktivitas produksi. 

“Semuanya membuat waktu kita habis untuk hal yang tidak berkaitan langsung dengan produksi,” sergahnya. 

Meski Demikian, Kementerian ESDM sebenarnya telah mengupayakan perbaikan iklim investasi sektor migas melalui pemangkasan jumlah izin. Dari 42 perizinan yang sempat ada, kini mengecil menjadi hanya 6 saja. Dari 6 jenis perizinan yang tersisa itu, 2 perizinan di sektor hulu migas dan 4 perizinan di hilir migas. Di hulu migas, hanya ada izin survei dan izin pemanfaatan data migas. 

Lebih lanjut, kementerian itu pun seang mempercepat skama pengurusan izin migas via kanal daring (online) dan ditargetkan bisa beroperasi akhir tahun ini. Dengan sistem online, izin bisa diselesaikan dalam 4-5 hari, bukan lagi 10-15 hari. Tahun ini, pemerintah menargetkan investasi sektor migas US$ 23 miliar (sekitar Rp 309 triliun), naik di atas 130% jika dibandingkan dengan target investasi pada 2016 yang sebesar US$ 9,8 miliar.

Media Indonesia, Page-D, Thursday, Sept 28, 2017

Pertamina and State Budget Safe from Oil Price Fluctuation



Fluctuations in world crude oil prices have not disrupted the performance of PT Pertamina's business. Pertamina's ongoing oil and gas projects are still safe However, the oil price fluctuation to above US $ 50 per barrel should be wary because it could undermine Pertamina's investment capability and narrow the fiscal space of APBN-P 2017.

Lately there have been fears of crude oil prices back in turmoil after the Organization of the Petroleum Exporting Countries (OPEC), Russia and several other major producers cut production by about 1.8 million barrels per day since early 2017. The condition helped trigger an increase in oil prices by 15 % in the last month. Another trigger is reduced utilization United States oil fields (USA). The price of light sweet crude for November delivery was at US $ 52.07 per barrel, while Brent crude oil in the range of US $ 58.19 per barrel.



In APBN-P 2017, the assumption of national crude price (ICP) is set at US $ 48 per barrel. Based on data from the Ministry of Energy and Mineral Resources (ESDM), ICP average during January to August 2017 reached US $ 48.41 per barrel. Pertamina's Finance Director Arief Budiman revealed that the relatively safe crude oil price for Pertamina is at US $ 45-50 per barrel.

"You see, the volume balance is still much downstream compared to upstream oil and gas. Not to mention the price of fuel oil (BBM) retail is still following the government's decree price, "said Arief.

Asked about the possibility of Pertamina's financial condition if the oil price jumped above US $ 50 per barrel in the long term, Arief Budiman replied diplomatically, "If above that, his name can be relative yes. If on going operations, of course, may still be able to achieve profit, but will undermine the ability of investment. "

Arief explained that Pertamina booked 19 percent revenue, higher in the first half of 2017 compared to the same period last year, reaching US $ 20.5 billion. However, due to eroded crude oil prices continue to rise, while fuel prices are held steady, Pertamina's profit fell 24% to US $ 1.4 billion. Arief did not specify the impact of world oil price hike on Pertamina's investment.

"We have to calculate how high the oil price is," he said.

Nevertheless, according to Arief Budiman, Pertamina is ready if the price of crude oil continues to strengthen.

"We already have the scenario. There are several steps that can be done. The point is still many ways and solutions, such as inviting partners, "he said.

Separately, Director of Investment Planning and Risk Management Pertamina Gigih Prakoso admitted, in terms of finance, Pertamina has many limitations. On the one hand, Pertamina should consider dividends for the government. On the other hand, the BUMN must be able to maintain its financial capability. That is why, Pertamina is now a lot of cooperation cooperation with partners
strategic.

"We open the joint venture or joint operation. If it was all alone. Nowadays, taking into account the conditions and challenges that exist, we welcome the welcome for strategic partners. We are committed to increase oil and gas production by acquiring oil and gas fields overseas. It requires funding and credible partners, "he said.

On the other hand, Head of Bureau of Communications, Public Information Service and Cooperation of Ministry of Energy and Mineral Resources, Dadan Kusdiana, stated that the strengthening of world crude oil price correlated with state revenue. However, the ESDM Ministry has not calculated the state revenue in relation to oil price fluctuations during the year (year to date / ytd).

"The strengthening of oil prices will boost revenues from the oil and gas sector. But it also helped to increase the amount of fuel subsidy. In essence, the non-tax state revenue (PNBP) of the oil and gas sector, both central and regional, will rise. However, the amount of fuel subsidy also went up, "he said.

Meanwhile, Director General of Oil and Gas Ministry of ESDM Ego Syahrial asserted, the government did not raise the price of premium fuel and diesel fuel until the end of this year despite the world oil price strengthened. The decision fully considers the purchasing power of the people.

"There has been no change, still remain until the end of the year," he said.

Ego believes Pertamina is still able to bear the difference in the price of subsidized fuel economy as the world oil price increases. However, it does not mean the government does not care about the condition of losers faced by Pertamina in distributing subsidized fuel. According to Ego, the government is also thinking about the development of Pertamina's investment, such as in the Mahakam Block.

"The government must look at everything comprehensively. Do not see anything from the marketing side of BBM alone. The government also thinks of the corporate side. In time the government also does not remain silent, "he asserted.

APBN Realistic

Member of Commission XI of the House of Representatives, Karya M Sarmuji, said the assumption of national crude oil price (ICP) in APBN-P 2017 of US $ 48 per barrel is still sufficient and not too low when the oil price trend is gradually rising. In fact, before fixing the price in the approval of APBN-P 2017, the House of Representatives actually assess the figure is still too high.

"So, before approving the oil price of US $ 48 per barrel in APBN-P 2017, the House once considered it too high. We of Commission XI had worried about the average ICP will move below that, "he said.

Sarmuji explained that when the DPR and the government discuss and approve the ICP assumption in APBN-P 2017 of US $ 48 per barrel, ICP during the first half of 2017 is still at the level of US $ 43 per barrel. Then, the price of oil in the APBN-P is agreed at US $ 48 per barrel considering the oil price usually tends to rise by the end of the year.

The trend of rising world crude oil prices will occur in the last 1-2 months (August-September). It's linked to the winter cycle in the US and Europe, requiring more fuel supply to keep the air warm both at home and office.

Brent North Sea oil price on September 26 reached US $ 58.01 per barrel for November 2017 contract compared to the beginning of January around-US $ 56.82 per barrel. Meanwhile, light sweet crude prices in the Nymex market on September 26 reached US $ 52.00 per barrel compared to the beginning of January at US $ 52, 33 per barrel. With these assumptions, Sarmuji believes that oil and gas revenues in APBN-P 2017 and fuel subsidies are relatively unchanged.

"We believe the assumption of US $ 50 per barrel oil price will be met, so the assumption of state revenues and fuel subsidies will not change," he said.

Moderate-Realistic

In line with M Sarmuji, economist Indef Eko Listiyanto revealed, in the current trend of rising oil prices due to increased demand in Europe and America, ICP assumption in APBN-P 2017 of US $ 48 per barrel is still realistic. Therefore,
assumptions on oil and gas revenues and fuel subsidies need not be changed. In APBN-P 2017, the subsidy is set at Rp 168.87 trillion. Of that amount, Rp 50.2 trillion is allocated for fuel and LPG.

"The winter factors are fueling the rise in oil prices in Western countries. But due to the abundant supply and supply and world economic growth tends to be flat, the average oil price this year will not rise significantly. So, the assumption of oil price of US $ 48 per barrel in APBN-P 2017 is still moderet and realistic, "he said.

Eko Listiyanto estimates ICP until the end of this year does not move far from the current range of US $ 50 per barrel, although Brent crude oil is approaching the level of US $ 60 per barrel.

"That is assuming the absence of geopolitical turmoil, both in the Middle East as a major supplier of world oil and supply disruption due to turmoil in other regions," he said.

According to him, the government and parliament's decision to increase ICP's assumption in APBN-2017 to US $ 48 per barrel from the assumption of State Budget of US $ 45 per barrel will also not significantly affect Pertamina's business.

"Pertamina can still record profits not far as projected, although it must import more crude oil 50% of its product capability to ensure domestic fuel supply," he said.

Therefore, Eko also estimates that Pertamina's expenditure to finance the public service obligation (PSO) of BBM Satu Price in the foremost, lagging, and outermost areas (3T) will not change much from the initial assumption. The BBM Satu Price program should still be implemented and maintained to ensure justice for people to get the same fuel prices as in Java.

Pertamina President Director Elia Massa Manik recently said that the average price of crude oil during the first half of 2017 compared to the same period last year rose 30% from US $ 36.16 per barrel to US $ 48.9 per barrel. However, the price of subsidized fuel and assignment are retained. In fact, Elijah said, the current price of fuel is formed with benchmark crude oil prices far below current prices.

"Not only that, the realization of investment disbursed by Pertamina also increased from US $ 810 million to US $ 1.49 billion," he said.

Pertamina Finance Director Arief Budiman some time ago explained that the company's revenue was driven by the increase in fuel consumption of non-subsidized fuel price increase. As a result, in terms of cash flow, Pertamina's finances improved.

"The position in the first quarter, operating cash flow is still negative, now it is positive. But still must be in-balance with the payment of short-term debt, so that the condition can now be maintained, even improved, "he said.

Pertamina data showed that Pertamina's fuel sales rose 4 percent in the first half of 2017 compared to the first half of 2016, from 31.47 million kl to 32.6 million kl. Premium consumption fell 34% from 5.78 million kl to 3.82 million kl, but Pertamite, Pertamax Turbo and First gasoline consumption rose 25.54% from 9.75 million kl to 12.24 kl. Consumption of subsidized diesel also rose from 6.51 million kl to 6.8 million ld and Dexlite diesel consumption increased from 80 thousand kl to 250 thousand kl.

Based on data from Pertamina, Pertamina's non-fuel product sales increased during the first half of 2017. Up to the end of last June, Pertamina posted sales of liquid gas / LPG of 6.23 million MT, up 6.3% from 5.86 million MT. Meanwhile, sales of petrochemical products rose from 1.31 million kl to 1.37 million kl.

Pertamina's upstream performance is also better. Oil and gas production until the end of June reached 692 thousand barrels of oil equivalent per day (bsmph), up 8% from the same period last year 640 thousand bsmph. Pertamina is targeting oil production of 334 thousand bpd and gas is slightly lower 1% of target, 2,080 mmscfd. However, this year's net profit projection is not projected as high as the current fuel price is set with ICP of US $ 30 per barrel or Brent crude price of US $ 40 per barrel. In fact, the current price of Brent crude oil already above US $ 50 per barrel.

Based on the company's budget plan, Pertamina's net profit in 2017 is targeted at US $ 3.04 billion, but its realization is estimated at only US $ 2.3 billion assuming that oil price is unchanged and efficiency is going on. Pertamina currently receives a mandate to impose a one price BBM Program. This program refers to the Minister of Energy and Mineral Resources Regulation No. 36 of 2016 on the Accelerated Enforcement of One Price of Specific Fuel (JBT) and Types of Special Fuel Assignment (JBKP).

Based on this beleid, 148 districts are designated as the location for the distribution of BBM in BBM One Price Program gradually in the period 2017-2020. In Indonesia there are currently around 160 districts / cities included in the 3T category covering about 2 thousand subdistricts and 21 thousand villages.

While the BBM One Price Program implemented until 2019 only reaches 150 points. Pertamina's investment of fuel needed is around Rp 2030 million per point. In the Roadmap of BBM Satu Price, the government targets the operation of 150 channeling institutions by 2019. In detail, 54 points will be completed by 2017, then 50 points in 2018 and 46 in 2019. Two business entities assigned to implement the program are Pertamina and PT AKR Corporindo.

During the first semester of 2017, Pertamina has realized the BBM One Price Program at 21 points from the 54 point target this year. A total of 21 points consists of eight points which are part of the Papua One Price Program, a point in Krayan, North Kalimantan, and 12 points from 54 points which became the target of the implementation of Indonesia One Price program this year.

The 12 tiliks are spread on Pulau Batu in North Sumatra, Central Siberut in West Sumatra, Karimun Islands in Central Java, Raas Island in East Java, Tanjung Pengamas in West Nusa Tenggara, Waingapu in East Nusa Tenggara, Wangi-Wangi in Southeast Sulawesi , Moswaren in West Papua, Long Apari in East Kalimantan, North Morotai in North Maluku, West Paniai District in Papua, and Jagoi Babang in West Kalimantan.

Until last July, Pertamina has added four more BBM Satu Price, namely in South Halmahera, North Maluku, Kabaruan Island and Karakelang Island, North Sulawesi, and West Seram, Maluku.

If the program is realized, fuel consumption in 3T areas will increase, Fuel Supply in target areas of BBM One Price program is estimated to reach 215 thousand kl in 2017 and become 580 thousand kl by 2019. To distribute BBM in BBM One Price Program, Pertamina is estimated to spend around Rp 2 trillion per year.

IN INDONESIA

Pertamina dan APBN Aman dari Gejolak Harga Minyak


Fluktuasi harga minyak mentah dunia belum mengganggu kinerja bisnis PT Pertamina. Proyek-proyek migas Pertamina yang sedang berjalan juga masih aman Meski demikian, gejolak harga minyak hingga di atas level US$ 50 per barel mesti diwaspadai karena bisa menggerus kemampuan investasi Pertamina dan mempersempit ruang fiskal APBN-P 2017.

Belakangan ini ada kekhawatiran harga minyak mentah kembali bergejolak setelah Organisasi Negara-negara Pengekspor Minyak (OPEC), Rusia, dan beberapa produsen utama lainnya memangkas produksi sekitar 1,8 juta barel per hari sejak awal 2017. 

      Kondisi itu turut memicu kenaikan harga minyak sekitar 15% dalam tIga bulan terakhir. Pemicu lain adalah berkurangnya utilisasi ladang-ladang minyak Amerika Serikat (AS). Harga minyak light sweet pengiriman November di level US$ 52,07 per barel, sedangkan minyak mentah brent pada kisaran US$ 58,19 per barel.

Dalam APBN-P 2017, asumsi harga minyak mentah nasional (Indonesia Crude Price/ ICP) dipatok US$ 48 per barel. Berdasarkan data Kementerian Eenergi dan Sumber Daya Mineral (ESDM), ICP rata-rata selama Januari hingga Agustus 2017 mencapai US$ 48,41 per barel. Direktur Keuangan Pertamina Arief Budiman mengungkapkan, harga minyak mentah yang relatif aman bagi Pertamina berada di level US$ 45-50 per barel. 

“Soalnya, secara volume balance masih banyak di hilir dibandingkan di hulu migas. Belum lagi harga bahan bakar minyak (BBM) ritel yang masih mengikuti harga ketetapan pemerintah,” kata Arief.

Ditanya tentang kemungkinan kondisi keuangan Pertamina jika harga minyak melonjak di atas US$ 50 per barel dalam jangka waktu lama, Arief Budiman menjawab diplomatis, “Kalau di atas itu, namanya sanggup ya relatif. Kalau on going operations tentunya mungkin masih bisa meraih laba, namun akan menggerus kemampuan investasi.”

Arief menjelaskan, Pertamina membukukan pendapatan 19%, lebih tinggi pada semester I-2017 dibandingkan periode sama tahun lalu, yakni mencapai US$ 20,5 miliar. Namun, karena tergerus harga minyak mentah terus naik, sementara harga BBM ditahan tetap, laba Pertamina terkoreksi 24% menjadi US$ 1,4 miliar. Arief tidak merinci dampak penguatan harga minyak dunia terhadap investasi Pertamina.

“Kami harus membuat kalkulasi seberapa tinggi kenaikan harga minyak tersebut,” ujar dia.

    Kendati demikian, menurut Arief Budiman, Pertamina sudah siap bila harga minyak mentah terus menguat. 

“Kami sudah punya skenarionya. Ada beberapa langkah yang bisa dilakukan. Intinya masih banyak cara dan solusi, misalnya mengundang mitra,” tutur dia.

Secara terpisah, Direktur Perencanaan Investasi dan Manajemen Risiko Pertamina Gigih Prakoso mengakui, dari sisi finansial, Pertamina memiliki banyak keterbatasan. Di satu sisi, Pertamina harus memikirkan deviden untuk pemerintah. Di sisi lain, BUMN itu harus mampu menjaga kemampuan finansialnya. Itu sebabnya, Pertamina kini banyak menggalang kerja sama operasi dengan mitra strategis. 

“Kami buka selebarnya joint venture atau kerja sama operasi. Kalau dulu semua sendiri. Saat ini, dengan memerhatikan kondisi dan tantangan yang ada, kami buka welcome bagi strategic partner. 

    Kami berkomitmen meningkatkan produksi migas dengan mengakuisisi ladang-ladang migas di luar negeri. Itu membutuhkan pendanaan dan mitra kredibel,” tandas dia. 

Di pihak lain, Kepala Biro Komunikasi, Layanan Informasi Publik, dan Kerja Sama Kementerian ESDM Dadan Kusdiana mengemukakan, menguatnya harga minyak mentah dunia berkorelasi dengan penerimaan negara. Namun, Kementerian ESDM belum menghitung penerimaan negara dalam kaitannya dengan fluktuasi harga minyak selama tahun berjalan (year to date/ytd).

“Penguatan harga minyak akan mendongkrak penerimaan dari sektor migas. Tapi hal itu turut menaikkan besaran subsidi BBM. Intinya, penerimaan negara bukan pajak (PNBP) sektor migas, baik pusat maupun daerah, akan naik. Namun, besaran subsidi BBM juga ikut naik,” ujar dia. 

     Sementara itu, Dirjen Migas Kementerian ESDM Ego Syahrial menegaskan, pemerintah tidak menaikkan harga BBM jenis premium dan solar bersubsidi hingga akhir tahun ini meski harga minyak dunia menguat. Keputusan itu sepenuhnya mempertimbangkan kemampuan daya beli masyarakat.

“Belum ada perubahan, masih tetap sampai akhir tahun,” tandas dia.

Ego meyakini Pertamina masih mampu menanggung selisih harga keekonomian BBM bersubsidi seiring menguatnya harga minyak dunia. Namun, bukan berarti pemerintah tidak mempedulikan kondisi merugi yang dihadapi Pertamina dalam menyalurkan BBM bersubsidi. Menurut Ego, pemerintah juga memikirkan pengembangan investasi Pertamina, seperti di Blok Mahakam.

“Pemerintah harus melihat segala sesuatu secara komprehensif. Tidak melihat sesuatu dari sisi pemasaran BBM saja. Pemerintah memikirkan juga dari sisi korporasi. Pada saatnya pemerintah juga tidak tinggal diam,” tegas dia.

APBN Realistis 

Anggota Komisi XI DPR Karya M Sarmuji mengungkapkan asumsi harga minyak mentah nasional (ICP) dalam APBN-P 2017 sebesar US$ 48 per barel masih cukup memadai dan tidak terlalu rendah di saat tren harga minyak yang sedang berangsur naik. Bahkan, sebelum menetapkan harga itu dalam pengesahan APBN-P 2017, DPR justru menilai angka itu masih terlalu tinggi. 

“Jadi, sebelum menyetujui harga minyak US$ 48 per barel dalam APBN-P 2017, DPR dulu menganggapnya terlalu tinggi. Kami dari Komisi XI sempat khawatir rata-rata ICP akan bergerak di bawah itu,” tutur dia.

Sarmuji menjelaskan, ketika DPR dan pemerintah membahas dan menyetujui asumsi ICP dalam APBN-P 2017 sebesar US$ 48 per barel, ICP selama semester I-2017 rata-rata masih di level US$ 43 per barel. Kemudian, harga minyak dalam APBN-P disepakati US$ 48 per barel dengan mempertimbangkan harga minyak biasanya cenderung naik pada akhir tahun.

Tren kenaikan harga minyak mentah dunia akan terjadi dalam 1-2 bulan terakhir (Agustus-September). Itu terkait dengan siklus memasuki musim dingin di kawasan Amerika dan Eropa, sehingga membutuhkan pasokan BBM lebih banyak untuk menjaga udara tetap hangat, baik di rumah maupun di perkantoran.

Harga minyak Brent Laut Utara pada 26 September mencapai US$ 58,01 per barel untuk kontrak November 2017 dibandingkan awal Januari sekitar-US$ 56,82 per barel. Sedangkan harga minyak light sweet di pasar Nymex pada 26 September mencapai US$ 52,00 per barel dibandingkan awal Januari US$ 52, 33 per barel. Dengan asumsi-asumsi tersebut, Sarmuji yakin penerimaan minyak dan gas dalam APBN-P 2017 dan subsidi BBM relatif tidak banyak berubah. 

“Kami yakin asumsi harga minyak US$ 50 per barel akan terpenuhi, sehingga asumsi penerimaan negara dan subsidi BBM pun tidak akan berubah,” tutur dia.

Moderat-Realistis

Senada dengan M Sarmuji, ekonom Indef Eko Listiyanto mengungkapkan, di saat tren harga minyak yang sedang naik akibat meningkatnya permintaan di Eropa dan Amerika, asumsi ICP dalam APBN-P 2017 sebesar US$ 48 per barel masih realistis. Karena itu, asumsi penerimaan migas dan subsidi BBM pun tidak perlu diubah. Dalam APBN-P 2017, subsidi ditetapkan Rp 168,87 triliun. Dari jumlah itu, Rp 50,2 triliun dialokasikan untuk BBM dan elpiji.

“Faktor-faktor musim dingin memang memicu kenaikan harga minyak di negara-negara Barat. Tapi karena poduksi dan pasokan yang melimpah dan pertumbuhan ekonomi dunia cenderung flat, harga minyak secara rata-rata tahun ini tidak akan naik signifikan. Jadi, asumsi harga minyak US$ 48 per barel dalam APBN-P 2017 masih moderet dan realistis," papar dia.

Eko Listiyanto memperkirakan ICP hingga akhir tahun ini tidak bergerak jauh dari kisaran saat ini US$ 50 per barel, walaupun minyak mentah jenis Brent sudah mendekati level US$ 60 per barel. 

“Itu dengan asumsi tidak adanya gejolak geopolitik, baik di Timur Tengah sebagai pemasok utama minyak dunia maupun gangguan pasokan akibat gejolak di wilayah lain,” ucap dia.

Menurut dia, keputusan pemerintah dan DPR menaikkan asumsi ICP di APBN-2017 menjadi US$ 48 per barel dari asumsi APBN sebesar US$ 45 per barel juga tidak akan berpengaruh signifikan terhadap bisnis Pertamina.

“Pertamina tetap bisa membukukan keuntungan tidak jauh seperti yang diproyeksikan, walaupun harus mengimpor minyak mentah lebih banyak 50% dari kemampuan produknya untuk menjamin pasokan BBM di dalam negeri,” ujar dia.

Karena itu, Eko juga memperkirakan pengeluaran Pertamina untuk membiaya kegiatan public service obligation (PSO) BBM Satu Harga di daerah terdepan, tertinggal, dan terluar (3T) tidak akan banyak berubah dari asumsi awal. Program BBM Satu Harga juga tetap harus dijalankan dan dipertahankan untuk menjamin keadilan bagi masyarakat untuk mendapatkan harga BBM yang sama seperti di Pulau Jawa.

Direktur Utama Pertamina Elia Massa Manik baru-baru ini mengatakan, rata-rata harga minyak mentah selama semester I-2017 dibandingkan periode sama tahun silam naik 30% dari US$ 36,16 per barel menjadi US$ US$ 48,9 per barel. Namun, harga BBM bersubsidi dan penugasan ditahan tetap. Padahal, kata Elia, harga BBM saat ini dibentuk dengan patokan harga minyak mentah jauh di bawah harga saat ini. 

“Tidak hanya itu, realisasi investasi yang dikucurkan Pertamina juga meningkat dari US$ 810 juta menjadi US$ 1,49 miliar,” tutur dia. 

Direktur Keuangan Pertamina Arief Budiman beberapa waktu lalu menjelaskan, pendapatan perusahaan naik didorong kenaikan konsumsi BBM kenaikan harga BBM non-subsidi. Alhasil, dari sisi arus kas, keuangan Pertamina membaik.

“Posisi pada kuartal I, operating cash flow masih negatif, sekarang sudah positif. Tetapi tetap harus di-balance dengan pembayaran utang jangka pendek, sehingga kondisi sekarang bisa dipertahankan, bahkan membaik,” kata dia.

Data Pertamina menunjukkan, penjualan BBM Pertamina naik 4% pada semester I-2017 dibandingkan semester I-2016, yakni dari 31,47 juta kl menjadi 32,6 juta kl. Konsumsi Premium turun 34% dari 5,78 juta kl menjadi 3,82 juta kl, namun konsumsi bensin jenis Pertalite, Pertamax Turbo, dan Pertama naik 25,54% dari 9,75 juta kl menjadi 12,24 kl. Konsumsi solar bersubsidi juga naik dari 6,51 juta kl menjadi 6,8 juta ld dan konsumsi solar Dexlite meningkat dari 80 ribu kl menjadi 250 ribu kl.

Berdasarkan data Pertamina, penjualan produk non-BBM Pertamina meningkat selama semester I-2017, Sampai akhir Juni lalu, Pertamina membukukan penjualan gas minyak cair/LPG sebesar 6,23 juta MT, naik 6,3% dari 5,86 juta MT. Sedangkan penjualan produk petrokimia naik dari 1,31 juta kl menjadi 1,37 juta kl.

Kinerja hulu Pertamina juga lebih baik. Produksi migas sampai akhir Juni lalu mencapai 692 ribu barel setara minyak per hari (bsmph), naik 8% dari periode sama tahun lalu 640 ribu bsmph. Pertamina menargetkan produksi minyak sekitar 334 ribu bph dan gas sedikit lebih rendah 1% dari target,2.080 mmscfd. 

    Meski demikian, realisasi laba bersih tahun ini diproyeksikan tidak setinggi target karena harga BBM saat ini dibentuk dengan ICP US$ 30 per barel atau harga minyak mentah Brent US$ 40 per barel. Padahal, saat ini harga minyak mentah Brent sudah di atas US$ 50 per barel.

Berdasarkan rencana kerja anggaran perusahaan, laba bersih Pertamina pada 2017 ditargetkan US$ 3,04 miliar, namun realisasinya diperkirakan hanya sekitar US$ 2,3 miliar dengan asumsi harga minyak tidak berubah dan terjadi efisiensi. 

     Pertamina saat ini mendapat amanat untuk memberlakukan Program BBM satu Harga. Program ini mengacu ke Peraturan Menteri ESDM No 36 Tahun 2016 tentang Percepatan Pemberlakuan Satu Harga jenis BBM Tertentu (JBT) dan Jenis BBM Khusus Penugasan (JBKP). 

Berdasarkan beleid ini, 148 kabupaten ditetapkan sebagai lokasi pendistribusian BBM dalam Program BBM Satu Harga secara bertahap pada periode 2017-2020. Di Indonesia saat ini terdapat sekitar 160 kabupaten/kota yang masuk kategori 3T mencakup sekitar 2 ribu kecamatan dan 21 ribu desa. 

Sedangkan Program BBM Satu Harga yang dilaksanakan hingga 2019 hanya menjangkau 150 titik.  Investasi penyaluran BBM yang dibutuhkan Pertamina berkisar Rp 2030 juta per titik. Dalam Roadmap BBM Satu Harga, pemerintah menargetkan pengoperasian 150 lembaga penyalur hingga tahun 2019. 

     Rincinya, sebanyak 54 titik akan diselesaikan pada 2017, selanjutnya 50 titik pada 2018, dan 46 titik pada 2019. Dua badan usaha yang ditugaskan untuk melaksanakan program ini adalah Pertamina dan PT AKR Corporindo.

Selama semester I-2017, Pertamina telah merealisasikan Program BBM Satu Harga di 21 titik dari target 54 titik tahun ini. Sebanyak 21 titik itu terdiri atas delapan titik yang merupakan bagian Program Papua Satu Harga, satu titik di Krayan, Kalimantan Utara, serta 12 titik dari 54 titik yang menjadi target pelaksanaan program Indonesia Satu Harga tahun ini.

Ke-12 tilik ini tersebar di Pulau Batu di Sumatera Utara, Siberut Tengah di Sumatera Barat, Kepulauan Karimun di Jawa Tengah, Pulau Raas di Jawa Timur, Tanjung Pengamas di Nusa Tenggara Barat, Waingapu di Nusa Tenggara Timur, Wangi-Wangi di Sulawesi Tenggara, Moswaren di Papua Barat, Long Apari di Kalimantan Timur, Morotai Utara di Maluku Utara, Distrik Paniai Barat di Papua, serta Jagoi Babang di Kalimantan Barat.

Hingga Juli lalu, Pertamina menambah empat lagi lembaga penyalur BBM Satu Harga, yakni di Halmahera Selatan, Maluku Utara, Pulau Kabaruan dan Pulau Karakelang, di Sulawesi Utara, serta Seram Bagian Barat, Maluku.

Jika program ini terealisasi, konsumsi BBM di wilayah-wilayah 3T akan meningkat, Penyaluran BBM di daerah-daerah target program BBM Satu Harga diestimasikan mencapai 215 ribu kl pada 2017 dan menjadi 580 ribu kl pada 2019. Untuk menyalurkan BBM dalam Program BBM Satu Harga, Pertamina diperkirakan mengeluarkan biaya distribusi sekitar Rp 2 triliun per tahun.

Investor Daily, Page-1, Thursday, Sept 28, 2017