Tag: Commodities
Below is a list with tagged columns and company profiles.
Today's Headlines Commodities
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Gross Domestic Product (GDP); Indonesia Starts 2022 with a Sound Economic Growth Rate
The Statistical Agency of Indonesia (Badan Pusat Statistik, BPS) released Indonesia’s Q1-2022 gross domestic product (GDP) data on 9 May 2022. Based on its calculation the Indonesian economy expanded 5.01 percent year-on-year (y/y), which is in fact better –albeit very modestly– than our projection that was set at 5.0 percent (y/y).
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Sharp Improvements in Indonesia’s Balance of Payments & Current Account Balance
Over the past decade or so many analysts – including us – have pointed out that the structural deficit in Indonesia’s current account balance is a serious weakness.
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Commodities in Focus: People to Pay Higher Price for a Cup of Coffee?
For many people coffee is the perfect beverage to start the day. Thanks to caffeine, a cup of coffee stimulates people’s physical and mental performance, hence allowing us to be more productive. So, when your employer allows you to have a coffee break at work, it could very well be in his/her interest as you are about to become more productive!
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Indonesia’s Export & Import Performance Dropped in May 2021 on a Month-on-Month Basis
While Indonesia Investments predicted the decline in imports into Indonesia in May 2021 – after Ramadan and Idul Fitri momentum had passed – we were surprised to see a significant drop in the country’s exports that same month.
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Soaring Commodity Prices Since 2H-2020; a New ‘Commodities Supercycle’ in the 2020s?
Over the past couple of months Indonesia’s export performance improved markedly on the back of stronger commodity prices. Considering Indonesia is blessed with the presence of a wide variety of commodities (involving all three types of commodities, namely: agriculture, energy, and metals), the country’s exports obviously get a major boost in times of strengthening commodity prices.
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Consumer Price Index: Deflation Due to a Drop in Prices of Foodstuff Commodities
In September Indonesia’s consumer price index (CPI) deflated by 0.27 percent month-to-month (m/m), particularly due to a decline in food commodity prices. This is good news as we had detected some potential threats to Indonesia’s inflation rate in the August 2019 edition of out monthly report. Meanwhile, Indonesia’s core inflation has remained stable, signaling that deflation is not caused by weakening purchasing power.
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Escalating Trade War Impacts on Indonesia's Commodity Prices
Earlier this week US President Donald Trump announced plans to impose 10 percent import tariffs on USD $200 billion worth of Chinese export products by 30 August 2018, thus further escalating the trade war between the USA and China. While earlier US tariffs focused mostly on industrial goods, the new list of proposed import tariffs includes various commodities (metals, energy and agriculture) as well as consumer products. As a result most commodity prices were in red territory on Wednesday (11/07).
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Optimism About Rising Sales of Commercial Vehicles in Indonesia
After a good year in 2017, sales of commercial vehicles in Indonesia are expected to accelerate further in 2018 on the back of accelerating economic growth, growing activity in the mining and agriculture sectors, and the Gaikindo Indonesia International Commercial Vehicle Expo (to be held between 1-4 March 2018 in the Jakarta Convention Center).
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Improving Economy of China Positive for Indonesian Exports
The economy of China grew 6.8 percent year-on-year (y/y) in the third quarter of 2017. An improving Chinese economy is important for the Indonesian economy as China is the biggest trading partner of Indonesia. Slightly over 10 percent of total Indonesian exports are shipped to China, the world's second-largest economy.
Latest Columns Commodities
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Taking a Look at Investment in Nickel Production and Nickel Smelting Facilities in Indonesia
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Gaining More from Its Natural Resources; a Look at the Construction of Smelters in Indonesia
“After the nickel ore ban [imposed in January 2020], we focus on bauxite this year [2022]. And after bauxite, we will go for tin and copper. We have to dare to take these steps!”
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Commodity Watch Indonesia: Zooming In On Nickel, A Valuable Metal With A Bright Future
In recent times, commodities have been ‘hot’. The rebound in economic activity after the COVID-19 pandemic (in combination with disrupted supply and logistics chains) started a high commodity price cycle. This cycle that was subsequently strengthened by the Russo-Ukrainian war.
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Mining in Indonesia: Concern about High Non-Performing Loan Ratio
The non-performing loan (NPL) ratio in Indonesia's mining and excavation sector has risen drastically over the past year. Moreover, there seems few room for an improvement of the NPL ratio in this sector on the short term because mining and excavation companies are expected to remain amid tough conditions in the remainder of the year. The NPL ratio is a key indicator for measuring bad loans.
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Protectionism in Indonesia: Falling Role of Commodities in the Economy
An interesting story was released on Bloomberg Markets Asia on Wednesday (29/03) about the sliding role of commodities in the Indonesian economy and the need for Southeast Asia's largest economy to find a new growth engine (or better: several new growth engines) that will take the country to economic growth levels of +7 percent year-on-year (y/y) as once pledged by Indonesian President Joko Widodo during his presidential campaign in 2014.
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2009 Mining Law: Indonesia to Stick with Mineral Ore Export Ban?
It remains unclear whether Indonesia will revise the export ban that is stipulated by the 2009 Mining Law (Law No. 4/2009 on Mineral and Coal Mining) and is supposed to come into effect on 12 January 2017. The 2009 Mining Law stipulates a ban on the export of unprocessed and semi-processed ores from Indonesia. The regulation aims to boost development of the nation's smelting capacity, hence becoming an exporter of materials that are positioned higher up in the value chain while curbing Indonesia's current dependence on exports of raw materials.
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Vale Indonesia: Tough Times as Long as Nickel Prices Remain Low
Vale Indonesia, Indonesia's largest nickel producer, is one of those mining companies that has been plagued by low commodity prices. Various securities companies have cut their recommendation for the purchase of Vale Indonesia's shares due to persistently low nickel prices. Net profit of Vale Indonesia is expected to decline by 50 percent (y/y) to USD $26 million in 2016 as the company's average nickel sales price is expected to fall 29.5 percent (y/y) to USD $6,848 per ton this year.
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International Monetary Fund (IMF) Sees Indonesia's GDP Growth at 4.9%
The International Monetary Fund (IMF) expects Indonesia's economy to expand 4.9 percent year-on-year (y/y) in 2016, slightly up from a 4.8 percentage point (y/y) growth of gross domestic product (GDP) in 2015. On Tuesday (15/03) Luis Breuer, IMF Mission Chief for Indonesia, said the Washington-based lender projects limited growth (+0.1 percent) of Indonesia's private consumption this year. Regarding growth of investment and government spending in 2016, the IMF holds a more positive view. On the same day, the World Bank cut its forecast for Indonesia's 2016 GDP growth by 0.2 percent to 5.1 percent.
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Investing in Indonesia's Crude Palm Oil Industry - Introduction
Although the palm oil industry of Indonesia is resented by many for the negative impact it has on mother nature (for example the seasonal forest fires that occur on parts of Sumatra and Kalimantan), it also constitutes a vital industry: across the globe crude palm oil (CPO) is used for the production of a wide variety of products from food, cooking oil to cosmetics or biodiesel. Indonesia is the world's largest producer and exporter of CPO. This column is the first installment in a series, written by Senior Consultant William Yang, that discusses Indonesia's palm oil industry, particularly the different business models, the risks, and how to invest safely in this industry.
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Flip-Flop in Indonesian Politics: Reviewing the Mineral Ore Export Ban
The government of Indonesia is yet to find a middle way between encouraging the development of processing facilities for the country's mining output and the relaxation of mineral ore exports. Based on Law No. 4/2009 on Mineral and Coal Mining (New Mining Law), exports of mineral ore should have been fully banned in 2014. However, due to the lack of domestic smelting capacity a last-minute regulation was signed in early January 2014 by former Indonesian President Susilo Bambang Yudhoyono that softened this ban.
Associated businesses Commodities
- Aneka Tambang (Antam)
- Astra Agro Lestari
- Bakrie Sumatera Plantations
- Berau Coal Energy
- Eagle High Plantations
- Elnusa
- Freeport Indonesia (Private)
- Perusahaan Gas Negara
- PP London Sumatra Indonesia
- Salim Ivomas Pratama
Other Tags
- Rupiah (1119)
- Indonesia Stock Exchange (759)
- Inflation (708)
- GDP (666)
- Bank Indonesia (615)
- Federal Reserve (553)
- Jakarta Composite Index (505)
- China (453)
- IHSG (412)
- Infrastructure (408)
Today's Headlines
- Consumer Price Index Indonesia: Inflation Higher than Expected in November 2023
- Annually Recurring Polemic; Indonesian Provinces Set New Minimum Wages
- New Report Out: Indonesia Investments Releases November 2023 Edition
- Economic Update Indonesia: Indonesian Economy Expands at a Rate of 4.94% (Y/Y) in Q3-2023
- Consumer Price Index of Indonesia: Inflation Remains Low Despite Rising Fuel and Food Prices