基于当前形势，煤有赚头，印尼要提高煤炭产量了。

Given the current situation, coal is profitable, and Indonesia is planning to increase its coal production.

印尼能源部长巴赫里尔・拉哈达利亚表示，若相关商品价格居高不下，走势良好，印尼可能放宽动力煤的生产配额，但一切仍将根据市场情况以及供需关系进行协调。

Indonesian Energy Minister Bachri Rahadalia said that if the prices of related commodities remain high and show a positive trend, Indonesia may relax the production quotas for thermal coal. However, all decisions will still be made in coordination with market conditions and supply-demand relationships.

印尼今年已宣布计划削减多种矿产的开采配额，以支撑价格。该国已将煤炭生产配额从去年约 7.9 亿吨下调至 6 亿吨。

Indonesia has announced this year that it plans to reduce the extraction quotas for various minerals in order to support prices. The country has lowered its coal production quota from approximately 7.9 billion tons last year to 6 billion tons.

RKAB 配额可进行修订。矿产资源丰富的印尼规定，所有矿企均需向矿业部提交年度生产计划，由政府最终审批。

The RKAB quotas can be revised. In Indonesia, a country rich in mineral resources, all mining enterprises are required to submit their annual production plans to the Ministry of Mines, which will then be finally approved by the government.

另外，印尼计划下月开始征收煤炭出口税。

In addition, Indonesia plans to impose a coal export tax starting next month.

3月25日，印尼总统普拉博沃已同意对煤炭和镍征收出口税，印尼财政部长同日表示，若获政府最终批准，这项备受市场关注的新税政策最早可能于2026年4月1日起实施。这一消息迅速引发全球大宗商品市场震荡。

On March 25th, Indonesian President Prabowo has agreed to impose export taxes on coal and nickel. The Indonesian Finance Minister also stated on the same day that if approved by the government eventually, this new tax policy, which has attracted much attention from the market, could be implemented as early as April 1st, 2026. This news promptly caused fluctuations in the global commodity market.

面对煤价强势反弹，经济统筹部长艾尔朗加·哈尔塔托(Airlangga Hartarto)近日表示，总统普拉博沃已指示官员修改2026年年度生产额度，计划提高国家煤炭产量以把握全球价格上涨机遇，同时正在重新审查煤炭出口税，拟根据国际煤价涨幅相应调高税率。

In response to the strong rebound in coal prices, Economic Coordination Minister Airlangga Hartarto recently stated that President Prabowo has instructed officials to revise the annual production quota for 2026. The plan is to increase the country's coal production to seize the opportunity of global price hikes, and at the same time, the coal export tax is being re-examined, with the intention of adjusting the tax rate accordingly based on the increase in international coal prices.

值得注意的是，此次暴利税政策与印尼国内市场义务(DMO)规则形成叠加效应。根据现行规则，煤炭企业需将年产量的约25%以70美元/吨的限价供应国内，自2026年2月以来部分企业已被要求将这一比例上调至30%。这意味着印尼煤炭生产商面临“国内保供+出口加税”的双重压力。

It is worth noting that this windfall tax policy has a superimposed effect with the Domestic Market Obligation (DMO) rules in the Indonesian domestic market. According to the current rules, coal enterprises are required to supply about 25% of their annual output at a price limit of $70 per ton to the domestic market. Since February 2026, some enterprises have been required to increase this proportion to 30%. This means that Indonesian coal producers are facing "domestic supply guarantee + export tax increase" dual pressures.