KETEP 세계에너지시장정보

Contents 1

About 2

INTRODUCTION 7

CAPTIVE COAL POWER IN INDONESIA’S NICKEL SECTOR: SCALE OF THE CHALLENGE 9 

WHY CAPTIVE COAL EXISTS: HISTORICAL ROOTS AND TRANSITION CHALLENGES 11
 3.1 Historical evolution: From resource nationalism to captive coal 11
  3.1.1 The downstream turn in Indonesia’s resource nationalism 11
  3.1.2 Nickel investment boom, led by China 13
  3.1.3 Captive coal behind downstreaming 14
 3.2 Difficulties in aligning downstreaming with decarbonisation goals  15
  3.2.1 Policy gaps 16
  3.2.2 Planning issues 17
  3.2.2 Implementation challenges 18

STRATEGIC CHOICES FOR INDONESIA’S NICKEL TRANSITION: PATHWAYS AND ACTIONS 20 
 4.1 Indonesia’s nickel at a crossroads: Green Opportunism or Green Developmentalism? 21
 4.2 From pathways to progress: Securing strategic commitment 23

SUPPORTING INDONESIA’S SUSTAINABLE NICKEL TRANSITION: THE ROLE OF CHINA 28
 5.1 China’s transition experience: From fossil dependence to clean competitiveness 28
 5.2 Practical avenues to explore 30
  5.2.1 Prove: make “green nickel” a competitiveness case 31
  5.2.2 Pull: shape the market with rules and demand 32
  5.2.3 Partner: build the capability to deliver 33
 5.3 Why act now? 33

REFERENCES 35
 APPROACH TO COLLECTING EXPERT INSIGHTS