ANALISIS STRATEGI INOVASI TEKNOLOGI DAN PEMBIAYAAN HIJAU DALAM TRANSISI RENDAH KARBON: STUDI KASUS PT SEMEN INDONESIA (PERSERO) Tbk
テクノロジーイノベーションとグリーンファイナンスの戦略分析：PTセメント・インドネシア（PERSERO）Tbkの低炭素移行に関する事例研究 (AI 翻訳)
T. H. Eko Prabowo
🤖 gxceed AI 要約
日本語
本論文はPTセメント・インドネシアの炭素排出を実証監査し、セメント1トンあたり618 kg CO₂の実質排出原単位を明らかにした。これはCBAM基準値を大幅に上回り、無対策の場合、国内炭素ペナルティは約5,213億ルピアに達する。同社のSBTi整合目標とRDF導入成果を評価し、インドネシアの規制に準拠した活動ベースのグリーンファイナンス枠組みを提唱する。
English
This study empirically audits the carbon emissions of PT Semen Indonesia, revealing a real intensity of 618 kg CO₂/ton of cement, far above the CBAM threshold. Unmitigated operations face IDR 521.3 billion in domestic penalties. The firm's SBTi-aligned target and RDF deployment are highlighted, and the paper advocates for activity-based green financing under Indonesian frameworks.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
インドネシアのセメント大手の脱炭素戦略とCBAM対応の実証分析。日本のセメント業界にも示唆があるが、主にインドネシア国内政策（Perpres 110/2025、POJK 30/2025）に基づく。
In the global GX context
This case study quantifies the gap between current emissions and CBAM thresholds for an Indonesian cement major, demonstrating the financial impact of cross-border carbon pricing. It offers a model for linking green financing to verified emission reductions, relevant for emerging economies.
👥 読者別の含意
🔬研究者:Provides empirical data on emission intensity and CBAM exposure for a developing country cement firm, useful for comparative studies on carbon pricing impacts.
🏢実務担当者:Demonstrates how to align corporate decarbonization targets with green financing instruments under local regulations (TKBI, POJK), applicable for sustainability teams.
🏛政策担当者:Illustrates the financial burden of CBAM and domestic carbon pricing on a major emitter, supporting the design of transition finance policies.
📄 Abstract（原文）
Driven by the heavy environmental footprint of clinkerization, the cement sector is under profound pressure to pivot toward low-carbon operational models. This paper examines the technological adaptation and operational responsiveness of PT Semen Indonesia (Persero) Tbk (SIG) under the dual impact of Indonesia’s Carbon Economic Value mandate (Perpres 110/2025) and the EU’s Carbon Border Adjustment Mechanism (CBAM). By executing an empirical emission audit on verified 2025 Sustainability Reports coupled with predictive scenario modeling, the study delineates carbon gaps and their financial repercussions. The empirical audit reveals a real emission intensity of 618 kg CO₂/ton of cement (Scope 1: 561 kg; Scope 2: 57 kg). When evaluated against the stringent CBAM threshold of 42 kg CO₂/ton of cement, a substantial excess of 576 kg CO₂/ton of cement emerges, thereby imposing cross-border fiscal liabilities on exported materials. Unmitigated operations at the current output of 30.14 million tons could subject the enterprise to domestic carbon penalties totaling IDR 521.3 billion. Nevertheless, the firm's near-term SBTi-aligned target to slash emissions by 33.7% by 2032 is actively backed by RDF deployment (achieving a 9.77% TSR) and the co-processing of 2.2 million tons of alternative waste. Ultimately, this research advocates for channeling decarbonization initiatives into activity-based green financing frameworks that comply with TKBI Version 2 and POJK 30/2025, capitalizing on the entity’s prominent standing within the IDX ESG Leaders index
🔗 Provenance — このレコードを発見したソース
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