Strategic Analysis: South Sumatra Coal Logistics Monitor
SML

South Sumatra Logistics Monitor

2026 Strategic Intelligence Briefing

Live Enforcement
Market Insight Jan 26, 2026

The Pivot to Integrated Rail

The Jan 2026 public road ban has catalyzed a shift toward the "Big Three" infrastructure owners. While Titan controls road access and PTBA owns captive rail, PT RMK Energy (RMKE) emerges as the critical independent relief valve with massive latent capacity.

Mining PDRB

24.69%

Rail Target '26

52 MT

RMKE Latent

70%

Provincial Production Gap

Logistics Market Share (%)

I. The Logistics "Big Three"

Primary providers defining the South Sumatra coal evacuation landscape.

PTBA
Captive Rail

PT Bukit Asam Tbk

Captive railway owner expanding from 32 MTPA to 52 MTPA via the Keramasan project (COD Q2 2026).

Focus Own Concessions
Asset KAI Synergy
RMKE
Integrated Rail

PT RMK Energy Tbk

Largest independent provider. Only non-KAI loading facility (Gunung Megang). 30 MTPA unloading capacity at Simpang Station.

Focus 3rd Party Miners
Asset Simpang Station
TITAN
Dedicated Road

Titan Infra Energy

Operators of the 118km SLR road and SDJ port. Expanding to 153km total network in 2026 to bypass public road bans.

Focus Lahat/PALI Corridor
Asset SLR Road + SDJ

RMKE: The Scalability Advantage

RMKE's primary competitive edge is its 70% latent capacity. In 2025, the Simpang Station handled ~9 MT against an installed capacity of 30 MTPA. This allows RMKE to absorb the volume displaced from public roads without significant new CapEx.

Simpang Station Capacity

30 MTPA

2026 Target Volume

15.1 MTPA

Integrated Supply Chain

Gunung Megang TLS → PT KAI Rail (~140km) → Simpang Station → Musi 2 Port.

RMKE Capacity Utilization (Installed vs. Actual)

Potential breakthrough to IDR 10,000/share projected by 2026 analysts.

II. Regional Client Explorer

Concession dependency and integrated logistics partnerships.

III. Comprehensive Capacity Summary

Segment Operator Key Asset Max Capacity (MT) 2026 Target
Rail Loading PT RMK Energy Gunung Megang TLS N/A 15.1 MT
Rail Unloading PT RMK Energy Simpang Station 30 MT 15.1 MT
Coal Port RMKE (Musi 2) Keramasan Port 25 → 32 MT 15.1 MT
Railway PTBA + KAI Keramasan Project 20 MT 20 MT (New)
Road Hauling Servo Lintas Raya 153km Network High Full Evacuation

Strategic Takeaways

  • • RMKE is the primary independent star of the rail-logistics sector.
  • • PTBA synergy (Dec 2022) secures long-term volume for RMKE facilities.
  • • 70% latent capacity at Simpang Station is the region's main relief for the 2026 road ban.

Analysis Reference: MNC Sekuritas / Phintraco / CNBC Jan 2026

Proprietary Strategic Intel