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The 20% Price Shock: SNI Bottlenecks and the Importer’s Crisis
Domestic steel coil prices have surged 20% as the May 20 SNI deadline looms. With testing labs overwhelmed and certification costs soaring, the industry faces a high-stakes standoff between protection and paralysis.
PSN Steel Demand: The 100 Million Ton Vision for 2045
ByGrace B.A representation of construction at IKN — National Strategic Projects (PSN), including the 3-million-house program and IKN, are driving a structural shift in steel demand that requires a 7-fold increase in production by 2045. IKN, program 3 juta rumah, 44 kawasan industri baru, dan jaringan tol Trans-Jawa yang terus memanjang — semua proyek ini memiliki…
Krakatau Steel’s 2026 Turnaround: From “Zombie” to National Champion
ByGrace B.A representation of a steel production facility in Indonesia — The state-backed transformation of Krakatau Steel (KRAS) under Danantara oversight. Krakatau Steel (KRAS) menargetkan produksi sebesar 1,3 juta ton pada tahun 2026 — lonjakan 38% dari realisasi tahun sebelumnya — sebuah ambisi yang bertumpu pada jaminan pinjaman senilai Rp 2,9 triliun dari Danantara dan komitmen…
The Sovereignty Pivot: Can Indonesia’s 2027 Commodity Exchange Anchor the 100-Million Ton Horizon?
Indonesia is betting on structural self-reliance through a 2027 commodity exchange and aggressive capacity scaling, aiming to secure its 100-million-ton future despite a 13.6% import surge and heavy fiscal hurdles.
Aluminum Smelting Boom: Doubling Output to Challenge Global Prices
ByGrace B.An impression of Indonesia’s aluminum smelting expansion — Massive investments from MIND ID and Adaro Minerals are set to double Indonesia’s primary aluminum production to 1.6 million tonnes in 2026. Produksi aluminum primer Indonesia akan hampir berlipat ganda menjadi 1,6 juta ton pada 2026 — lonjakan yang didorong oleh ramp-up simultan dari dua proyek smelter…
The Galvanizing Gambit: CGL 2 Expansion as the H2-2026 Import Counter-Move
PT Tata Metal’s CGL 2 expansion is a strategic strike against H2-2026 import volatility. As anti-dumping duties bite, domestic capacity is the new frontline for Indonesia’s industrial independence.