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Investor Presentaiton

Recommendation Indonesia Electric Vehicle Outlook 2023 The government needs to enact several regulations and take actions to promote EV adoption and further decarbonize the transport sector Indonesia could learn from India's Faster Adoption and Manufacturing of Electric Vehicles (FAME) to incentivize EVs. Incentives should include specific parameters related to EV performance as considerations for giving incentives, such as motor power, battery capacity, distance traveled on a single battery cycle, and top speed to force the industrial sector to adopt the most recent technology. Higher performance makes the EVS eligible for more discounts. Incentives for public transportation could also be designed to get more discounts than private vehicles. • The government should prioritize EV incentives for public transportation, E2W (new build or retrofit), and charging infrastructure. Public transportation incentives are intended to further support decarbonization strategies by making the shift strategy more attractive and affordable. Incentives for E2W might significantly benefit those who use it to earn a living, such as ride-hailing or logistic drivers, as the driver can save more money for the user and a quicker payback period from the government. Providing incentives for investment in charging infrastructure has been proven to be 4-7 times more effective than direct EV incentive programs. The government must take the lead in driving infrastructure investment in key locations. MWh Battery waste potential based on certified EVs historical data 400 300 200 100 40.84 7.33 10.32 11.2 4.21 4.63 0.42 332.72 2023 2024 2025 2026 2027 2028 2029 2030 LFP NMC Sources: IESR analysis • The mandatory of three charging ports in SPKLU needs to be changed to one standard port in Indonesia to encourage investment in charging stations. Standardization of battery size, shape, and other electrical specifications is also necessary for SPBKLU to allow interchangeability across brands. The government can start by formulating the battery standard specifications and the interchangeability of the battery in the ministerial regulation. • The government needs to enact regulations to address the accumulation of EV battery waste. It is estimated that the battery waste could reach 410 MWh by 2030. The three options to handle this challenge are disposal in a junkyard, extraction of the raw materials, and refurbishing the battery so that it can be used as a stationary energy storage system in various applications. 38
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