Indonesia Advances Export Control Plan Despite Uncertainty

Indonesia now has eight times more operating captive coal capacity than it did roughly a decade ago, highlighting a significant expansion in coal-linked energy infrastructure under President Joko Widodo. The article points to a stronger reliance on captive coal power, which is negative from an ESG and climate-policy perspective, but it is primarily descriptive and unlikely to move markets on its own.

Analysis

Indonesia now has eight times more operating captive coal capacity than it did roughly a decade ago, highlighting a significant expansion in coal-linked energy infrastructure under President Joko Widodo. The article points to a stronger reliance on captive coal power, which is negative from an ESG and climate-policy perspective, but it is primarily descriptive and unlikely to move markets on its own.