Jakarta Coal Market Briefing

What's in Store: A Look at Our Event Program

Navigating Volatility and Growth — Indonesia’s Role in the Coke and Coal Market

Indonesia continues to play a critical role in global coal markets, both as a dominant exporter and as a regional bellwether amid tightening supply chains, shifting demand, and evolving environmental scrutiny. In this session, CRU analysts will explore Indonesia’s dual positioning in both thermal and metallurgical (coking) coal — assessing how government policies, export controls, and infrastructure constraints are shaping the market outlook.

Attendees will gain insight into:

• The short- and mid-term supply into the Coal Market Outlook.

• The dynamics of Metallurgical Coal in Indonesia’s domestic and export markets

• How trade routes and pricing are being influenced by India, China, and ASEAN buyers

• Understand regulatory changes and their impact on the Asia coal industry

• What Indonesia's policies mean for regional coke production and steel-making inputs

This session provides a vital update for market participants exposed to Indonesia’s coal flows or sourcing strategies, especially as volatility continues to define the broader Asia-Pacific coal market.

Thermal Coal Trends in China — and Their Influence on Jakarta Markets

China’s influence over global thermal coal markets remains unmatched, not only due to its immense demand and production scale but also because of its opaque policy shifts, import restrictions, and reserve utilization strategies. This session will examine the latest developments in China’s domestic thermal coal policy, and unpack how these influence pricing, trade flows, and buyer behavior across Southeast Asia — especially in key markets like Jakarta and Java, where power utilities and industrial consumers are feeling the effects firsthand.

Key discussion points include:

• China's domestic production ramp-up vs. import dependency

• Strategic coal stockpiling, power pricing reforms, and carbon policy trends

• Impact on Indonesian and Australian exporters

• How shifting Chinese procurement is reshaping trade through Indonesia

• Implications for IPPs, power utilities, and traders operating in the Jakarta market

By understanding China’s influence, stakeholders in Indonesia and the wider ASEAN market can better anticipate shifts in demand, pricing cycles, and policy spillovers.

Join Us to Hear from CRU's Renowned Experts