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Coal Outlook Conference

JW Marriott Hotel, January 30, 2018

Background

The coal market has rebounded after four years of decline with
government’s coal reference price (HBA) for October 2017 hit US$93.99 per ton
FOB, far higher than $69.02 in the same period last year.

Many expect the outlook for Indonesia's coal miners to remain positive
next year, partly due to ongoing development of new coal-fired power plants
that would ramp up coal demand in domestic market.

Member countries of ASEAN have also been consuming more coal to fuel
their coal-fired power plants with demand is expected to raise for decades to
come, thus providing new markets for Indonesian coal producers.

Minister of Energy and Mineral Resources Ignasius Johan recently said the
development of mine mouth coal power plants will be prioritized as such project
could minimize cost of transporting the coal as part of efforts to make the
electricity prices down.

Jonan earlier turned down a proposal from PLN to set the coal price
based on a formula of production cost plus margin, arguing that such a formula
is outdated and would not encourage efficiency.

However, questions remain in place on how the government provides


electricity at low prices throughout Indonesia? How much support will the
government provide to meet the set scheduled for developing 35 GW electricity
project, including the coal-fired power plants?

To what extent can the recent rebound coal price be sustained? What
would be impact of Chinese clean air regulation coal demand from Indonesia?
As well as what is the trend of coal demand of ASEAN countries from Indonesia?

The Coal Outlook conference organized by CoalAsia Magazine and


Petromindo Group would discuss key issues shaping coal mining investment,
price trend and exploring new market opportunities in domestic and overseas,
particularly countries in the Southeast Asia region.
Who will Attend Coal Outlook Conference?

 CEO
 Directors
 Mining company executives
 Mining Consultants
 Investment Advisors
 Commodities Analysts & Traders
 Investment Analysts
 Investment Bankers
 Private Investors
 Mining Lawyers

Why attend Coal Outlook Conference?

 Discover the coal price and market trend for 2018: What are the main
driver? How to adapt the up and down coal price?

 Assess key factors taking into account when evaluating financing


alternatives for investing in mining and coal-fired power plants projects

 Hear directly perspective of CEO on the expected trends in coal,


electricity and logistic sector.

 Discover lesson learned on how to raise fresh money from listing shares on
Indonesia stock exchange.

 Assess the trend of key regulatory changes that are shaping mining
investment and opportunities.

Our invited speakers include: (* Invited speakers subject to change)

Arcandra Tahar, Deputy Minister of Energy and Mineral Resources


Bambang Gatot Ariyono, Director General of Mineral and Coal, at the Ministry of
Energy and Mineral Resources.
Harlen, Director of Coal at the state electricity company, PLN
Bill Sullivan, Senior Foreign Counsel with Christian Teo & Partners and Senior
Adviser to Stephenson Harwood LLP
Philips J. Vermonte, Executive Director of The Centre for Strategic and
International Studies (CSIS)
Pandu Sjahrir, Chairman of Indonesian Coal Mining Association
Ido Hutabarat, Chairman of Indonesian Mining Association
Bob Kamandanu, CEO of Trafigura
Fuganto Widjaja, CEO and Executive Director of Golden Energy and Resources
Limited (GEAR).
Tonny Prihatna Sastramihardja, President Director of PT Medco Energi
Internasional Tbk
Philip Rickard, CEO of BlackGold Natural Resources Limited
Arviyan Arifin, President Director of PT Bukit Asam
Aris Munandar, President Director of Alfa Energi
Padli Noor, President Director of PT Kapuas Prima Coal
Mohmad Effendi, President Director of PT Adaro Power
Sripeni Inten Cahyani, President Director of Indonesia Power
Heru Dewanto, President Director of PT Cirebon Energi Prasarana
Arfidea D. Saraswati, Partner at Arfidea Kadri Sahetapy-Engel Tisnadisastra
Noverizky Tri Putra, Founding Partner A.M. Oktarina Counsellors at law.
Jamaluddin, Chairman of The Association of Indonesian Heavy Equipment
Manufacturer (Hinabi)
Carmelita Hartoto, Chairman of Association of national Ship-owners Association
(INSA)
Dendi Ramdani, Head of Industry and Regional Research Department Office of
Chief Economist, Bank Mandiri
Planned Agenda
8.30-8.50 Registration
8.50-9.00 Opening Speech from Conference Moderator, Ben
Lawson.

9.00-9.20 Opening Remark:


Outlook for the government’s future policy on coal
mining industry. What will they mean for existing and
new coal mining investors?

Speaker: Arcandra Tahar, Deputy Minister of Energy


and Mineral Resources

9.20-9.40 : Overview of Indonesian Coal Production Targets and


Forecast for 2018
o How is the future domestic coal use and power
demand?
o Discussing policy drivers, pricing and investments
influencing coal supply
o What is the expected domestic output?

Bambang Gatot Ariyono, Director General of Mineral


and Coal at the Ministry of Energy and Mineral
Resources.

09.40 – 10.00 Regulatory framework: Deeper understanding on new


Mining License regime and its impact on foreign
investors’ appetite

Speakers: Bill Sullivan, Senior Foreign Counsel with


Christian Teo & Partners and Senior Adviser to
Stephenson Harwood LLP

10.00-10.20 Coffee Break and networking


10.20- 10.40 Political Outlook for 2018 -- What to expect ahead of
regional and Presidential Election?.

Speaker: Philips J. Vermonte, Executive Director of The


Centre for Strategic and International Studies (CSIS)

10.40-11.40 CEO TALK : Thermal coal Price and Market outlook in


2018 – Where are pricing and market trends headed?

 What is the current state of coal supply and


demand trend in Asia?
 Overview of price and market volatility in 2017–
What are Key trends and its drivers? How is the
trend expected in 2018?
 Will China and India remain key driver of coal
growth demand in 2018?
 How mining companies adapting to market
volatility to minimize risk?
 What are the expected biggest challenges for
coal mining in 2018?

Panelists:

 Pandu Sjahrir, Chairman of Indonesian Coal


Mining Assocation (ICMA)
 Bob Kamandanu, CEO of Trafigura
 Fuganto Widjaja, CEO and Executive Director of
Golden Energy and Resources Limited (GEAR).
 Tonny Prihatna Sastramihardja, President Director
of PT Medco Energi Internasional Tbk
 Philip Rickard, CEO of BlackGold Natural
Resources Limited
 Ido Hutabarat, Chairman of Indonesian Mining
Association

11.40- 12.00 Financing outlook and trend for coal mining industry:

Speaker: Dendi Ramdani, Head of Industry and


Regional Research Department Office of Chief
Economist, Bank Mandiri
12.20 – 13.00 Lunch and networking

13.00 – 14.00 CEO Talk: Outlook of coal-fired power plant project.


The government has insisted that it will still prioritize the
development of coal-fired power plants (PLTUs) over
the next decade as PLTUs are considered as the
cheapest source of electricity.

 What is the outlook of PLTUs in 2018?


 What is the outlook of banks or global bond
market to help finance the development of PLTU

Panelist:
o Mohmad Effendi, President Director of PT Adaro
Power
o Arviyan Arifin, President Director of PT Bukit Asam
o Sripeni Inten Cahyani, President Director of
Indonesia Power
o Heru Dewanto, President Director of PT Cirebon
Energi Prasarana
o Arthur Simatupang, Executive Director of
Indonesia Independent Power Producers
Association (APLSI)

14.00 – 15.00 Going Public: Public financing through listing shares on


Indonesian Stock Exchange. What is the outlook?

IPO’s Case study of East Kalimantan coal mining firm PT


Alfa Energi listing shares on Indonesian Stok Exchange
on June 9, 2017 and PT Kapuas Prima Coal listed on 16
October 2017.

What are challenges and alternative financial solutions


for coal producers in the current market?
Speaker:
 Aris Munandar, President Director of Alfa Energi
 Padli Noor, President Director of PT Kapuas Prima
Coal
 Ignatius Denny Wicaksono, Vice President, Head
of Issuer Information Management and
Development Division at Indonesia Stock
Exchange.
 Iwan Monazad, Chairman of Indonesian Mineral
Resources Committee (KCMI)

15.00 – 15.20 Coffee Break

15.20 – 16.20 Mining Logistic and Infrastructure Talk:


What are logistic outlook and legal considerations for
investing in logistic and mining Infrastructures?

 Heavy equipment outlook. What to expect in


2018?
 How the shipping industry adapting the
challenging commodity market?
 What are the key regulatory challenges
commonly involved in infrastructure
investment?
 Understanding the mining logistic contract.

Panelists:

 Arfidea D. Saraswati, Partner at ARFIDEA KADRI


SAHETAPY-ENGEL TISNADISASTRA
 Noverizky Tri Putra, Founding Partner A.M.
Oktarina Counsellors at law.
 Jamaluddin, Chairman of The Association of
Indonesian Heavy Equipment Manufacturer
(Hinabi)
 Carmelita Hartoto, Chairman of Association of
national Ship-owners Association (INSA)
16.00 – 16.20 Trend of coal demand and PLN’s coal sourcing pattern

o What are the latest’s development of 35 GW of


electric power plants, particularly coal-fired
power plants.
o What are PLN’s coal requirements under the 35
GW project?
o How to participate on the coal tender held by
PLN.

Speaker:
Harlen, Director of Coal at the state electricity
company, PLN