Investor Presentaiton
2 Strong Demand Dynamics for Indonesian Coal
Domestic
Indonesia's consumption of domestic coal for power generation will continue to grow, driven by increasing electrification
to meet power demand from the growing population and government policy that favours coal-fired power generation
Electricity Consumption per Capita
Electricity Capacity and Demand
GW, TWh
MWh per Capita
15
452
418
11.0 10.9
300
510
386
10.1
357
8.7
328
304
10
7.6
6.0
200
235
253
275
340
4.9 4.3
88
97
104
110
117
128
5
2.7
1.6
1.0 0.8
100
58
63
82
0.5
0.3 0.2
3
8
27
134
42 50
55
62
74
170
55
55
55
55
55
55
55
55
55
0
South
Brunei Japan Malaysia Thailand Indonesia Pakistan Myanmar
0
0
2017 2018 2019 2020
2021 2022 2023 2024 2025
Korea
China Vietnam Philippines Cambodia
Kong
Existing Capacity (GW).
Electricity Demand (TWh)
Additional Capacity (GW)
Taiwan Singapore Hong
Today, Indonesia uses less electricity per capita compared to
developed countries
Indonesian Electricity Generation Dominated by Coal
TWh
600
Growing population, rising income per capita and a low electrification
ratio are expected to drive significant growth in electricity demand
Coal to Continue Accounting for over 50% of Fuel Type
Fuel Type Projection in the Electricity Sector 2017-2025
400
200
0
2017
2018
2019
2020
2021
2022
2023
2024
2025
■Coal Gas (Including LNG) Oil Geothermal Hydro Other renewables Import
Coal accounts for over 50% of the energy share in Indonesia
Source: Wood Mackenzie, broker research
22
Geothermal
5.8%
Hydro Others
5.8%
0.6%
Hydro
10.9%
Others
2.0%
Oil
8.5%
Geothermal
9.6%
Oil
2.0%
Other Gas
2017
17.7%
Coal
53.6%
2025
Coal
50.5%
Other Gas
17.0%
LNG
8.0%
PT BAYAN RESOURCES Tbk.View entire presentation