PELUANG DAN TANTANGAN TRANSISI ENERGI: IMPLIKASI KEBIJAKAN PASCA PRESIDENSI G20 INDONESIA
DOI:
https://doi.org/10.61261/muctj.v1i1.14Keywords:
Transisi Energi, G20, Analisis PESTLE, Model 5 Kekuatan PoterAbstract
Perbaikan ekonomi pasca pandemi Covid-19 telah mendorong kenaikan permintaan energi global lebih tinggi dari periode sebelum pandemi. Sayangnya, pasokan energi menjadi terganggu dengan adanya perang di Ukraina, sehingga memicu terjadinya inflasi dan kekhawatiran terhadap keamanan energi di berbagai negara. Sebagai 80% konsumen energi dunia, negara G20 di bawah kepemimpinan Indonesia tentu berkewajiban memberikan kontribusi nyata dalam menjembatani isu keamanan energi dan isu transisi energi. Dengan menggunakan data sekunder dan studi literatur dari berbagai artikel ilmiah, publikasi lembaga internasional, dan artikel media, studi ini mencoba mengambil pendekatan multi-dimensi dalam mengulas isu transisi energi di tingkat G20 menggunakan analisis PESTLE. Hasil analisis tersebut kemudian dijadikan rujukan implikasi kebijakan yang perlu diambil Indonesia pasca komitmen pendanaan mekanisme transisi energi senilai USD 20 miliar. Selain itu, digunakan pula Model 5 Kekuatan Porter untuk melihat seberapa kompetitifnya industri energi bersih di tanah air sebagai mitra pemerintah dalam transisi energi. Hasilnya, langkah strategis yang disiapkan pemerintah untuk menyelesaikan permasalahan yang menjadi sumbatan (bottleneck) transisi energi dan memperkuat aspek teknologi yang menjadi pengaktif (enabler) sudah sesuai dengan hasil analisis multi-dimensi yang disusun. Namun demikian, ke depan pemerintah juga perlu mengkaji sejumlah regulasi untuk menciptakan ekosistem energi bersih yang terintegrasi, memberi perhatian terhadap adanya biaya peralihan yang perlu ditanggung konsumen, dan menerapkan pajak karbon secara berkeadilan dan tepat sasaran untuk menurunkan keunggulan kompetitif produk-produk berbasis energi fosil.
References
Amon, A. & Holmes, I. (2015). What is holding back energy efficiency financing in G20 countries?. E3G, 1-62. http://www.jstor.org/stable/resrep17783.
Anbumozhi, V. (2021). Mobilizing private finance for low-carbon energy transition. Asian Development Bank (1), 291-338. https://dx.doi.org/10.22617/TCS210206-2.
Badan Kebijakan Fiskal. (2022). CIF Accelerating Coal Transition (ACT): Indonesia Country Investment Plan (IP). https://fiskal.kemenkeu.go.id/docs/CIF-INDONESIA_ACT_IP-Proposal.pdf.
Bahar, H. & Moorhouse, J. (2022). Renewable Energy Market Update 2022. International Energy Agency. https://www.iea.org/reports/renewable-energy-market-update-may-2022.
Bank of England. (2019). Avoiding the storm: Climate change and the financial system. https://www.bankofengland.co.uk/-/media/boe/files/speech/2019/avoiding-the-storm-climate-change-and-the-financial-system-speech-by-sarah-breeden.pdf.
Bocca, R. & Ashraf, M. (2022). Fostering Effective Energy Transition. World Economic Forum & Accenture. https://www3.weforum.org/docs/WEF_Energy_Transition_Index_2022.pdf.
S. Bolwig, Bolkesjø, T., Klitkou, A., Lund, P., Bergaentzlé, C., …, Skytte, K. (2020). Climate-friendly but socially rejected energy-transition pathways: The integration of techno-economic and socio-technical approaches in the Nordic-Baltic region. Energy Research & Social Science (67), 1-14. https://doi.org/10.1016/j.erss.2020.101559.
Chapman, A., Shigetomi, Y., Ohno, H., McLellan, B., & Shinozaki, A. (2021). Evaluating the global impact of low-carbon energy transitions on social equity. Environmental Innovation and Societal Transitions (40), 332-347. https://doi.org/10.1016/j.eist.2021.09.002.
D’Orazio, P. (2021). Mapping the emergence and diffusion of climate-related financial policies: Evidence from a cluster analysis on G20 countries. International Economics (169), 135-147. https://doi.org/10.1016/j.inteco.2021.11.005.
Dogan, E., Chisthi, M.Z., Alavijeh, N.K., & Tzeremes, P. (2022). The roles of technology and Kyoto Protocol in energy transition towards COP26 targets: Evidence from the novel GMM-PVAR approach for G-7 countries. Technological Forecasting & Social Change (181), 1-11. https://doi.org/10.1016/j.techfore.2022.121756.
Duan, X., Millison, D., Huang, Z., & Suliya, X. (2021). Financing plus: Experience from the green financing platform in the People’s Republic of China. Asian Development Bank (1), 112-134. https://dx.doi.org/10.22617/TCS210206-2.
Elder, M. (2021). Optimistic Prospects for US Climate Policy in the Biden Administration. Institute for Global Environmental Strategies, 1-25. https://www.jstor.org/stable/resrep30503.
Energy Transitions Commission. (2022). Building energy security through accelerated energy Transition. https://www.energy-transitions.org/wp-content/uploads/2022/05/Building-Energy-Security-v1.4.pdf.
Fermann, G. (2014). What is strategic about energy? De-simplifying energy security. In Moe, E., & Midford, P., The Political economy of renewable energy and energy security: Common Challenges and National Responses in Japan, China and Northern Europe (21-45). Hampshire: Palgrave Macmillan.
Frost, R. (2022). All the European countries returning to ‘dirty’ coal as Russia threatens to turn off the gas tap. Euronews. https://www.euronews.com/green/2022/06/24/all-the-european-countries-returning-to-dirty-coal-as-russia-threatens-to-turn-off-the-gas.
Hielscher, S., Wittmayer, J.M., & Dańkowska, A. Social movements in energy transitions: The politics of fossil fuel energy pathways in the United Kingdom, the Netherlands and Poland. The Extractive Industries and Society, 1-10. https://doi.org/10.1016/j.exis.2022.101073.
Jianchao, H., Che, W., & Sai, L. (2020). How to improve the competitiveness of distributed energy resources in China with blockchain technology. Technological Forecasting & Social Change (151), 1-15. https://doi.org/10.1016/j.techfore.2019.119744.
Koshesh, O.S., & Jafari, H.R. (2019). The environmental strategic analysis of oil & gas industries in the Kurdistan Region using PESTLE, SWOT and FDEMATEL. Pollution (5-3), 537–554. https://doi.org/10.22059/poll.2019.270703.549.
Kraemer, R.A. (2016). Energy in the G20 finance track: G20 energy transformation during the german presidency. The Centre for International Governance Innovation, 1-10. http://www.jstor.com/stable/resrep16162.
Lindsey, R. (2022). Climate change: Global sea level. Climate.gov. https://www.climate.gov/news-features/understanding-climate/climate-change-global-sea-level.
Lawder, D., & Velcovici, V. (2022). U.S., Japan and partners mobilise $20 billion to move Indonesia away from coal. Reuters. https://www.reuters.com/business/cop/us-japan-partners-mobilise-20-bln-move-indonesia-away-coal-power-2022-11-15/.
Marchant, N. (2021). This is how climate change could impact the global economy. World Economic Forum. https://www.weforum.org/agenda/2021/06/impact-climate-change-global-gdp/.
Mohamed, M. (2022). OAPEC Sec Gen says OPEC+ decision to cut oil production 'correct' https://www.reuters.com/business/energy/oapec-sec-gen-says-opec-decision-cut-oil-production-correct-2022-10-15/.
Mo, L. (2021). Clean Energy investment policies in the People’s Republic of China. Asian Development Bank (1), 233-289. https://dx.doi.org/10.22617/TCS210206-2.
Paiho, S., Kiljander, J., Sarala, R., Siikavirta, H., Weisshaupt, T. (2021). Towards cross-commodity energy-sharing communities: A review of the market, regulatory, and technical situation. Renewable and Sustainable Energy Reviews (151), 1-20. https://doi.org/10.1016/j.rser.2021.111568.
Porter, M.E. (1980). Industry structure and competitive strategy: Keys to profitability. Financial Analysts Journal (36-4), 30-41.
Prunel, B., Crenes, M., Bchini, Q., & Hafner, M. (2022). Global energy and climate trend 2022: The post pandemic rebound. Enerdata. https://www.enerdata.net/publications/reports-presentations/world-energy-trends.html.
Sareen, S. (2021). Digitalisation and social inclusion in multi-scalar smart energy transitions. Energy Research & Social Science (81), 1-10. https://doi.org/10.1016/j.erss.2021.102251.
Salinatri. (2022). Indonesia Luncurkan ETM Country Platform untuk Percepat Transisi Energi yang Adil dan Terjangkau. G20 Indonesia. https://www.g20.org/idn/indonesia-luncurkan-etm-country-platform-untuk-percepat-transisi-energi-yang-adil-dan-terjangkau/.
Schaik, L.V., Tilburg, X.V., & Briscoe, I. (2016). Political economy of green growth and energy security: A framework for country-level analysis. Energy Research Centre of the Netherlands, Clingendael Report. https://www.clingendael.org/sites/default/files/2016-02/Conceptual_study_politics_green_growth_energy_security.pdf.
Tian, J., Yu, L., Xue, R., Zhuang, S., & Shan, Y. (2022). Global low-carbon energy transition in the post-COVID-19 era. Applied Energy (307), 1-11. https://doi.org/10.1016/j.apenergy.2021.118205.
Umbach, F. (2014). The Energy security of Japan after Fukushima 3/11. In Moe, E., & Midford, P., The Political economy of renewable energy and energy security: Common Challenges and National Responses in Japan, China and Northern Europe (46-66). Hampshire: Palgrave Macmillan.
USA Environmental Protection Agency. (2022). Climate change indicators: Heat waves. https://www.epa.gov/climate-indicators/climate-change-indicators-heat-waves.
Uzar, U. (2020). Political economy of renewable energy: Does institutional quality make a difference in renewable energy consumption?. Renewable Energy (155), 591-603. https://doi.org/10.1016/j.renene.2020.03.172.
World Economic Forum. (2020). The A-Z of the Energy transition: Knowns and unknowns.https://www3.weforum.org/docs/WEF_Energy_transition_known_and_unknown_2020.pdf
Zhai, Y., Nam, K.Y., & Malang, L. (2021). ADB’s experience in clean energy finance. Asian Development Bank (1), 55-77. https://dx.doi.org/10.22617/TCS210206-2.