Key insights and market outlook
The Indonesian government plans to implement a new export duty on coal in 2026, potentially increasing costs for coal emitters. Analysts from Sinarmas Sekuritas warn that this policy could pose additional risks to the sector. The proposal, still under inter-ministerial discussion, aims to adjust the existing export framework. Key details such as the duty structure and trigger levels remain pending.
The Indonesian government is set to introduce a new export duty on coal in 2026, following approval from Commission XI of the DPR. This move is expected to increase operational costs for coal emitters and potentially impact their financial performance. According to Inav Haria Chandra, Analyst at Sinarmas Sekuritas, the Indonesian coal sector is bracing for additional policy risks.
While the proposal is still under discussion among various ministries, the final structure and trigger levels of the export duty remain undecided. The new levy is part of the government's efforts to adjust its export policies, potentially affecting the competitiveness of Indonesian coal in the global market. Analysts recommend monitoring developments closely as the policy takes shape.
New Coal Export Duty Proposal
2026 Export Policy Change