ARRANGEMENT BASE OF COAL EXPORT DUTY 

Minister of Finance, Purbaya Yudhi Sadewa explained that the implementation of coal exit duties is needed to offset the amount of Value Added Tax (VAT) refunds from these industrial activities which have been assessed to add pressure on fiscal capacity. The exit duty tariff that will be implemented its plan to be in the range of 1-5 percent. (Ant)

HIGHLIGHTED THE INCREASE IN COAL VAT REFUNDS 

The Financial Auditing Agency (FAA) highlighted the increase in Value Added Tax (VAT) refunds in the coal mining sector which is considered to have the potential to reduce state revenue. FAA asks the Minister of Finance, Purbaya Yudhi Sadewa to evaluate the current coal VAT arrangements. (Kontan)

MINING PERMITS FOR COOPERATIVE AND MSME MINES

The Ministry of Energy and Mineral Resources announced that it will distribute mining permits for cooperatives, as well as micro, small and medium enterprises (MSMEs) this December. According to Minister of Energy and Mineral Resources, Bahlil Lahadalia, the granting of this permit was approved by President Prabowo Subianto because it was considered good for the people. (Kontan)

THE PRESENCE OF STATE CONFISCATING THE ILLEGAL COAL 

Director General of EMR for Law Enforcement, Jeffri Huwae, emphasized that stopping illegal mining activities and securing evidence were the top priorities of the Directorate General of Law Enforcement. "Confiscating the Illegal coal in Muara Enim, South Sumatra, and other evidence is evidence that the state acted," said Jeffri. (CNBCInd)

THREE COAL STOCKPILES CLOSED 

Civil Servant Investigating Team (PPNS), Directorate General of Energy and Mineral Resources for Law Enforcement (Ditjen Gakkum), some time ago, reported closing three illegal coal stockpile points in three villages in Muara Enim regency, South Sumatra, which had been used as a shelter and collection location for coal mined without permits. (CNBCInd)

2 LARGEST IMPORTERS CONTRIBUTING AT 48% OF GLOBAL COAL 

The world's two largest coal importers, China and India, contributes at 48% of total global thermal coal imports. Both recorded decreases in imports this year due to a combination of increasing domestic coal production and increasing electricity supply from other sources. This is reported by the media. (CNBCInd)

STOCKS REACHING AT 230 MILLION TONS 

The slowdown in China's thermal-based power plants comes as wind and solar energy production grow by more than 20% on an annual basis. On the other hand, coal stocks in power plants are also still high, estimated at 230 million tons. (Kontan)

COAL PORTION DECREASING TO THE LOWEST LEVEL 

The coal portion in China's electricity production has decreased to an all-time low at 55.3% through 2025, from nearly 59% in 2024, according to the data from energy think tank institute, Ember. (CNBCInd)

EXPORTS GROWING MODERATELY IN 2026 

APBI-ICMA noted that global coal export demand is still showing moderate growth. Export market needs are projected to reach at 1.069 billion tons in 2026, or grow approximately at 0.5%. The Association projects the demand from China and India will remain stable and strong. (Liputan6.com)

PROHIBITION FOR COAL TRANSPORTATION ON REGENCY ROADS 

Assistant for Economic Affairs and Development, Musi Banyuasin Regency government, Alva Elan, said that the Regency government prohibits coal transportation on Regency public roads from January 1st, 2026. The prohibition follows up on the instruction of the governor of South Sumatra number 500.18/004/instruksi/Dishub/2025. (Kontan)

EXPORT PERMITS IMPROVING THE COMPETITION 

The issuance of coal export permits by the Indian government has the potential to improve the competition between exporters from early 2026. And analysts say that it could become more routine if increasing mine production continues while domestic coal use for electricity continues to decrease. (CNBCInd)

WEAKENING GLOBAL SHIPMENTS OF THERMAL COAL 

Global shipments of thermal coal used for power plants recorded their first annual decrease since 2020. The weakness came as coal power plants decrease in key Asian markets. This was stated by the analysts. (CNBCInd)

THE LARGEST COAL IMPORTER 

China is reported to be the largest importer of coal this year approximately at 305 million tons, followed by India at 157 million tons, Japan at 100 million tons, South Korea at 76 million tons, and Vietnam at 45 million tons. Coal imports for power plants decreased mainly as a result of a 12% drop in Chinese imports, plus reduced purchases by India, Japan and Taiwan. (CNBCInd)

70% COAL USED BY ELECTRICITY 

Throughout 2025, coal contributes for nearly 70% of India's electricity. It decreased more than 77% in the previous two years. The decrease in this portion, analysts said, comes as a direct result of the rapid expansion of solar and wind plants, as well as the highest hydroelectric production in more than six years. (CNBCInd)

THERMAL COAL MARKET HAVING SLUGGISH CONDITION 

Sxcoal reported that China's domestic thermal coal market is in a state of lethargy, triggered by relatively warm weather and high levels of inventories at power plants and major ports. Warmer winters press the heating needs, therefore the demand for coal-based electricity does not increase significantly. (CNBCInd)

COAL PRICE PREDICTION IN EARLY 2026 

President Commissioner of HFX International Berjangka, Sutopo Widodo, estimates that coal prices will be limited to moving below US$110 per ton until early 2026, with a lower range at the level of US$95–US$105 per ton. The potential for a temporary increase is not expected to exceed US$115-US$120 per ton. (Kontan)

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