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Rad_ian
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Rad_ian
@Consider_myname
I'm a person of word and promise. I take a consensus/deal/agreement seriously. It's what I truly believe and hold deeply, such principle is what makes me.
Jakarta Capital Region Katılım Ekim 2019
650 Takip Edilen237 Takipçiler

@believinmine @maytchq Teknik yang cari mitra kemudian minta approval ke Rektorat. Rektorat menyetujui, kemudian dana mitra turun.
Indonesia

sedangkan ada fakultas yang plafonnya hampir jebol & berjamur, nambah satu lantai tp pengumumannya kyk deklarasi kemerdekaan, perpusnya ac tp kyk nggk ada acnya embel2 "ramah lingkungan", etc etc lah
pdhl cm kepisah kebun tp beda jauh hehe
NO DM - KIRIM FESS CEK HIGHLIGHTS@UGM_FESS
"Kuliah di mana aja sama" Sementara satu univ yujiem tapi beda fakultas aja udah beda fasilitasnya. Apalagi beda univ.
Indonesia

@estunestar @UGM_FESS We had one, but it was demolished and was not even more than a year 😭
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They're right for Japan, Korea, and Singapore. Those guys source 75% of refined products from the Persian Gulf. Hormuz closes, they bleed.
But Indonesia is a different story entirely.
Yes, Indonesia imports refined products. Pertamina's refining capacity doesn't fully cover domestic demand, so Pertalite and Solar get bridged through imports. The Hormuz shock hits that. Real exposure.
What makes Indonesia different is this.
Indonesia's actual risk from this isn't supply. It's fiscal. If oil prices spike because Hormuz stays closed, the government's subsidy bill for Pertalite and Solar expands. Wider deficit, rupiah pressure. That's the bear case for Indonesia, and even that's manageable.
The bull case is what nobody is talking about.
Indonesia runs B40 right now. 40% of every liter of diesel consumed domestically is palm oil biodiesel, not petroleum. When oil spikes, the incentive to push toward B50 or B55 gets stronger overnight. Import volume drops. Indonesia self-hedges using its own CPO supply. No other country in Asia has this. Not Korea, not Japan, not Singapore.
Then there's coal.
When Hormuz disrupts LNG and oil flows into Asia, the fastest lever available to power generators in Japan, Korea, and India is gas to coal switching. Indonesia is the world's largest seaborne thermal coal exporter. ADARO, ITMG, PTBA, BUMI don't suffer from this scenario. Export volumes go up. Realized prices go up. Royalty revenue to the government goes up.
Same logic on LNG. Indonesia exports from Bontang and Tangguh. When Middle Eastern supply gets disrupted, the spot premium on non Gulf LNG widens. Indonesian cargoes price up.
Same logic on CPO. High oil equals strong biodiesel demand globally equals strong CPO prices. Indonesia and Malaysia control 85% of global supply.
You see, Indonesia pays more for refined product imports. Fiscal subsidy pressure rises. Rupiah is a watch item. Those are real negatives.
But Indonesia earns more on coal exports, earns more on LNG spot, earns more on CPO, and reduces net petroleum import volume through accelerated biodiesel blending. The terms of trade move in Indonesia's favor, not against it.
The conventional take is "Indonesia is a net oil importer so oil shock is bad." The correct take is Indonesia is a net energy exporter in the commodities that directly substitute for disrupted Persian Gulf supply. A sustained Hormuz closure improves Indonesia's aggregate energy trade position, not deteriorates it.
Happy Sunday and Happy Easter.
HFI Research@HFI_Research
Goldman on oil.
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Betul, hari Rabu lalu saya bertemu dengan seorang Eselon 1 di Kementerian ESDM. Beliau adalah Prof. Erani, seorang ekonom institusi, akademisi, dan teknokrat sejak lama. Saat ini beliau menjabat sebagai Sekjen tapi sudah lama di pemerintahan. Kami membahas tentang tantangan-tantangan birokrasi, termasuk perlunya 'kerangka transisi energi bersih yang berlandaskan keadilan iklim dan antargenerasi’ untuk energi terbarukan di Indonesia, serta eksplorasi kegiatan pembangunan kapasitas untuk para ASN di Kementerian ESDM.
Pertemuan ini tidak 'spesial', karena sebagai peneliti kebijakan publik/ekonomi lingkungan, ini memang salah satu bagian inti dari pekerjaan saya. Sejak 2013, saya berinteraksi dengan banyak institusi dan para birokrat K/L. Dalam beberapa bulan terakhir saja, kami sudah bertemu dengan setidaknya 6 orang Eselon 1 dan 13 Eselon 2 di 12 Kementerian/Lembaga.
Tidak ada yang saya publikasikan secara khusus bukan karena menutupi apa-apa, tapi ya ini bagian dari proses bekerja bahkan kami jarang sekali teringat foto (kalau seorang dokter setiap ketemu pasien, apakah foto setiap kali?). Saya bukan pula politisi muda mengincar kursi, tidak punya kepentingan bertemu penguasa untuk caper ke kabinet, paling ya mempresentasikan analisis. Biasanya kami akan mempublikasikan ketika 'milestone' sudah tercapai, misalnya sebuah hasil riset sudah selesai, atau implementasi kegiatan sudah berlangsung di akun resmi organisasi.




Indonesia
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Solo Mission to save the Humanity

tempo.co@tempodotco
Presiden Prabowo Subianto siap terbang ke Teheran, ibu kota Iran, untuk menjadi juru damai antara Iran dan Amerika Serikat.
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@Danriandhar @reyhan2ff Thank you for being the most reasonable here. Others are straight up putting tin foil hats.
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@reyhan2ff tahun segitu emang lagi ramenya persiapan pandemi karena antibiotik banyak yg ga mempan.
Ga usah jauh2, itu alasan Indonesia punya UU Karantina Kesehatan tahun 2018 (yg ujungnya ga dipake padahal bagus). Sementara 2019 baru mulai pandemi-nya.
Indonesia
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@bliterswrock @_uhhhhhhh @dabaiz_v @Lockeddown222 @FilmsFallout He's a dumbass, I mean look at his username. Probably a ragebait
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I’m already seeing a lot of posts saying “how are they going to wrap up all these storylines with one episode left” they aren’t. Just because a season ends doesn’t mean all the stories wrap.
Nolan and Joy have already said they have enough story for 5-6 seasons. Likely will have some stories ending, layers to other stories, more starting as the show progresses.
I’d love to have more episodes each season, but more episodes wouldn’t mean they would rush a story by.


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@EvanTerry1988 @tencrowlcy A guy who was in anchorage had plenty of reasons not to trust his government
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@yotesnacks @nukaknights Nah nothing in that game is cannon sorry, it's too shit
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