@koganenohikari Koridor Joglosemar kan byk penduduknya even Solo metropolitan bisa 1.5 juta jiwa. banyak kawasan wisata, industri dan bisa nyambung ke Madiun trust lanjut jalur tengah ke SBY bisa belok ke Kediri
SBY buruk, Jokowi buruk. Tapi mereka sama sekali gapernah ngomong kayak gini dalam forum resmi. Seorang presiden, pemimpin negara bicara dengan kapabilitas yang cuma seperti ini.
Orang-orang yang memilih dia karena kasihan atau karena apapun, kalian berdosa sekali untuk seluruh manusia di negeri ini. Bajingan kalian dan pilihan kalian. Bedebah.
Setelah sekian lama menunggu, sebentar lagi bisa bilang “Bye trotoar yang tak ramah pejalan kaki!”
Kuddos untuk jajaran Pemprov @DKIJakarta terkait proyek revitalisasi trotoar di Jalan Rasuna Said. Cc: Mas @prastow
@SaufyJauhary The center of Javanese di Pulau Jawa malah lebih peaceful, the most peaceful environment di Indonesia. so it's just nonsense hated that we got. bcs we known as the most polite calm and peaceful here in Indonesia. high on education also
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.
@wqoole I can't imagine livin not fit on astronomical timezone like sunset supposed to be at ±6 PM (mine is 5.30 PM) and Sunrise at 5.40 AM. I'm from Java. it's perfect half and half on 24 hours
Even in darkness, we glow.
In this image of Earth taken by the Artemis II crew, we can see the electric lights of human activity. In the lower right, sunlight illuminates the limb of the planet.
@jondhez FYI 40% wilayah Solo saat ini (Solo Utara) dulu wilayah Karanganyar kemudian digabung saat pembentukan Kota Solo 1950. Kecuali Colomadu. makanya jadi enklave Karanganyar