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Press Release

Jakarta, 9 Desember 2020

Tren Energi Terbarukan Meningkat, PLN Persiapkan Industri Batu Baterai

Transisi energi terbarukan mulai terjadi di seluruh dunia dan berdampak pada penurunan permintaan ekspor batu bara di masa depan. Mengatasi hal ini, PT Perusahaan Listrik Negara (PLN) mulai mengembangkan industri batu baterai lithium untuk mendukung transisi energi terbarukan.

Berdasar data yang dirilis oleh Bloomberg NEF, ada 10 juta bus listrik yang beredar di seluruh dunia dan jumlahnya terus meningkat. Kepala Riset APAC Bloomberg NEF, Dr Ali Izadi mengatakan pada 2050 energi terbarukan sinar matahari dan angin akan mendominasi pasar energi di dunia. Oleh karena itu dibutuhkan infrastruktur pembangkit listrik dari panel surya yang memadahi, termasuk batu baterai.

Direktur Mega Proyek PLN, M Ikhsan Asaad mengatakan Indonesia sudah mulai melakukan transisi energi terbarukan fase pertama. Fase pertama transisi diesel ke energi terbarukan ini dilakukan di 200 titik dengan total kapasitas 225 MW.


“Oleh karena itu kita juga mengupayakan digitalisasi berupa smart grid, smart meter, smart home. Kemudian kami juga mengadakan storage terdistribusi. Oleh karena itu, Pertamina, PLN, Antam juga berkolaborasi berupaya mengembangkan industri batu baterai di indonesia,” kata Ikhsan, Rabu (9/12/2020) dalam diskusi panel Indonesia Energy Transition Dialog (IETD) 2020 bertajuk Global Energy Transitions and The Implications for Indonesia.

Direktur Eksekutif Institute for Essential Service Reform (IESR), Fabby Tumiwa, mengatakan agar BUMN energi di Indonesia dapat bertahan di era transisi energi ini, mereka harus melakukan transformasi bisnis dan inovasi. Di sektor kelistrikan, pemerintah perlu merancang perubahan struktur industri kelistrikan dan penetapan tarif listrik yang merefleksikan biaya produksi marginal jangka panjang (long term marginal cost).

“PLN perlu mengintegrasikan sistem penyediaan energi terdistribusi dan memperkuat konsumen-konsumen untuk menjadi produsen energi dan membantu PLN mengatasi kebutuhan investasi penyediaan energi yang membutuhkan investasi $25 milyar per tahun menurut IEA (2020) untuk mengakselerasi transisi energi,” kata Fabby.

Namun tantangan bagi pemerintah adalah membuat peta jalan, perencanaan dan mengelola proses transisi ini mengingat aset infrastruktur fossil fuels yg dimiliki BUMN sangat besar. Fabby mengatakan tidak banyak waktu tersisa, maksimal 5 tahun untuk menghindari BUMN energi seperti PLN menanggung kerugian finansial karena aset PLTU-nya tidak kompetitif terhadap teknologi pembangkit listrik surya dan storage.

Faisal Basri selaku Anggota Indonesia Circular Economy Forum (ICEF) mengatakan, selain pengadaan infrastruktur panel surya yang memadahi, pemerintah juga harus satu suara dalam kebijakan energi terbarukan. “Harus ada mekanisme harga yang mendukung juga untuk energi terbarukan,” kata Faisal.

Renewable Energy Trend Increases, PLN Prepares Battery Industry

Renewable energy transition is taking place all around the world. It has caused a decline in coal export demand. To overcome this, PT Perusahaan Listrik Negara (PLN) has begun to develop a lithium battery industry to support renewable energy transition.

According to the data compiled by BloombergNEF, there are 10 million electric buses in the world and they keep increasing. Head of Research for APAC Bloomberg NEF, Dr Ali Izadi, said that by 2050, sunlight and wind power as renewables will dominate the world energy market. Therefore, adequate infrastructure for solar power generation is needed, including batteries.

Director of the PLN Mega Project, M. Ikhsan Asaad, said that Indonesia has started its first phase of renewable energy transition. The first phase of diesel-to-renewable-energy transition took place across 200 locations with a total capacity of 225 MW.

"Hence, we also attempted digitalization in the form of smart grid, smart meter, smart home. Then, we also carried out distributed storage. Therefore, Pertamina, PLN, Antam also collaborate to develop battery industry in Indonesia," said Ikhsan, Wednesday (Dec 9, 2020) in a panel discussion on the Indonesia Energy Transition Dialog (IETD) 2020 titled “Global Energy Transitions and The Implications for Indonesia.”

Executive Director of the Institute for Essential Service Reform (IESR), Fabby Tumiwa, said that in order to survive this energy transition era, The Ministry of State Owned Enterprises (BUMN) must transform their business and devise innovations. In the electricity sector, the government needs to design changes for the structure in the electricity industry and set electricity rates that reflect long-term marginal cost.

"PLN needs to integrate a distributed-energy supply system and strengthen its consumers, so that they could become energy producers and help PLN address the need for energy supply investment that requires $25 billion investment per year—according to the IEA (2020)—to accelerate energy transition," said Fabby.

However, the challenge for the government is to prepare a road map, plan and manage this transition process, given the huge fossil fuels infrastructure assets owned by BUMN. Fabby said that there is not much time left—5 years at most to prevent an energy BUMN like PLN from financial losses due to the uncompetitiveness of its PLTU assets with solar generator and storage technology.

Faisal Basri, a member of the Indonesia Circular Economy Forum (ICEF), stated that aside from provisioning adequate solar panel infrastructure, the government must be in line in terms of renewable energy policies. "There should be a pricing mechanism that supports renewable energy as well," said Faisal.