Dimi_nin

HC. Urban Farmer. 35mm 📸🙂‍↔️🌱

[Dimi_nin @dimitri_nin]

⏳🍵☺️

[Dimi_nin @dimitri_nin]

The blooming season. 🌺

[Dimi_nin @dimitri_nin]

Jembangan ikan molly & platy.

[Anies Rasyid Baswedan @aniesbaswedan]

Saat masih kuliah di UGM, saya mendengar kabar seorang diplomat muda Indonesia di London berani tampil di BBC World Debate, berhadapan dgn diplomat senior Ramos Horta, di saat atmosfer internasional sedang menyudutkan Indonesia. Diplomat muda Indonesia itu tampil gemilang menjaga nama Indonesia tegak berwibawa. Di situlah pertama kali saya mendengar namanya: @dinopattidjalal.

Beberapa tahun kemudian, saat sedang menempuh progam PhD di Illinois, kami berjumpa langsung. Dino datang ke Chicago menjelaskan keadaan mahasiswa dan diaspora Indonesia pasca-9/11. Yg kami temui adalah diplomat muda yg cerdas, artikulatif, dan mampu menangani persoalan rumit dgn ketenangan diplomatik yg sulit ditiru.

Tahun 2012, sebagai Dubes di AS, Dino menggagas Kongres Diaspora Indonesia pertama di Los Angeles, mempertemukan diaspora dari seluruh dunia. Saya termasuk yg ia undang. Ia lalu mendirikan FPCI, komunitas kebijakan luar negeri terbesar dan berpengaruh, yg ikut melahirkan generasi diplomat baru, ujung tombak kita di panggung global.

Menguasai substansi, rekam jejaknya teruji, dan pengalaman memimpinnya luas. Itulah Dino. Karier diplomatiknya panjang dan ajeg, kecintaannya pada politik luar negeri Indonesia begitu dalam. Dino Patti Djalal, bukan karbitan jadi diplomat, bukan pula karbitan jadi pejabat.

[Gump n Hell #gumpnhell @gumpnhell]

Dapet kabar katanya 17 calon Dubes ini akan diterima presiden di Istana Merdeka dgn upacara tgl 8 besok tepat pukul 19.45 WIT.

Merdeka! Merdeka! ✊

[Ali Syarief - アリ・シャリーフ @alisyarief]

https://t.co/6piGmCArjM

[Dimi_nin @dimitri_nin]

💔💔💔💔😩

[Manchester United @ManUtd]

United, always ❤️

[Dimi_nin @dimitri_nin]

Enak deh ini matcha browniesnya Vilo.

[Dimi_nin @dimitri_nin]

Sumprit enak banget ini bakpia mutiara, mehhh… kemana aja gue selama ini. 🤭🤣

[dedewizard @dedewizard19]

$IHSG

Saya sempet bahas kan terkait gap waktu live kemarin, indeks akhirnya nutup sisa gapnya. Nah, kuncinya sekarang indeks harus tetep bertahan diatas garis hitam miring (gambar kedua). Banyak saham yg setupnya udh mulai bagus-bagus. Jadi menurut saya sangat minim sekali kemungkinan untuk indeks balik turun ke dalam garis hitam. Semoga yg terbaik untuk market kita.

[Pink Bourbon @pinkbourbon8898]

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.

[Dimi_nin @dimitri_nin]

TGIF! A new day begins with 6kg kettleball. #morningroutine

[Dimi_nin @dimitri_nin]

I’ve been doing this for 6 years, and still counting. Consistency is me. 😁👌🏼

[Dimi_nin @dimitri_nin]

Masuk usia 35+ fisik mulai beda, so sudah 5 bulan menjalani rutinitas harian ini:
- IF (based on reguler mestrual cycle)
- 3x10 Squat + 3x10 Leg raises
- 1 min wall sit
- 30 min walking
- Low carbs (Reduce gluten intake)

Feeling good! 😊👌🏼

[Dimi_nin @dimitri_nin]

Selamat datang musim panas, please be nice to us. 🌱🌞

[Dimi_nin @dimitri_nin]

Pencet kak @Rchkm_

[hywnnkw @heywannaknoww]

tombol nuklir indonesia ada di tai lalat megawati.

[Dimi_nin @dimitri_nin]

Gue nggak demen sama kue kering, masalahnya mana musim lebaran gini bertamu dikit disuguhinnya kue-kue itu. Agak tertekan kudu akting makan. 😩

[Alda | #LawanJudolDenganInvestasi @stockmapping]

Bukan tentang siapa paling jago, tapi tentang siapa mampu beradaptasi.

[Dimi_nin @dimitri_nin]

Kalengan dari Space Roastery, aku sih yes! 🫶🏻

[Dimi_nin @dimitri_nin]

Nikmat mana lagi.