1,5 min read –
2026 Mining Insights in Indonesia –
Production Quotas –
MSCI threat –
Last week (12 Feb 2026), Djakarta Mining Club organized an insightful seminar in Jakarta.
A rich day of connection and collaboration highlighting the current realities and forward direction of Indonesia’s mining sector.
I noticed 2 hot topics:
1 – RKAB (Rencana Kerja dan Anggaran Biaya)
A mandatory annual work plan & budget every mining company must submit to obtain production quotas.
Late 2025, the government cut quotas and shortened validity from 3-year to 1-year to control supply and support prices.
Many miners received 40–70% lower volumes; some operations paused.
Pros: stabilize prices, protect resources, increase tax compliance.
Cons: uncertainty, investment slowdown, export gaps.
Consequences: higher global prices (especially nickel) and tighter supply chains.
Dr. Siti Sumilah Rita Susilawati (Secretary General of Mineral and Coal, Ministry of Energy and Mineral Resources) shared RKAB & 2026 regulatory updates.
The crowd was polite, but clearly not happy about the quotas cut.
2 – MSCI
MSCI (Morgan Stanley Capital International) is an American financial company whose classifications influence trillions in investment flows.
In late January 2026, it warned it might downgrade Indonesia from “emerging” to “frontier” market if transparency issues aren’t resolved by May 2026.
Result: sharp sell-off, foreign outflows, damaged confidence.
About USD 80 billion was wiped out in 48 hours.
The interesting part is the timing.
At the Djakarta Mining Club (DMC) event, Edward Gustely correlated Indonesia’s situation with what is happening in the USA: securing critical metals supply.
Convenient timing? A price collapse while preparing massive capital deployment into Indonesian mining.
This could benefit Indonesia, welcoming more American capital to derisk from predominant Chinese capital.
Nickel is largely controlled by China.
But Indonesia can still avoid a repeat for other metals, like copper and aluminium for ex.
With USA and China battling for mining resources, Indonesia should strike better deals, better profits, better control, better value creation at home.
Read the full post of Edward Gustely here https://lnkd.in/gM4bVSKQ
We are CINTASIA. We help you develop sales and operations in Indonesia, specializing in technology and industrial equipment.
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Read more here : https://lnkd.in/gk4bn-BV
Sources: DMC, Edward Gustely, Cintasia