FYI atau ada tambahan dari explorationist ? RDP ----- Original Message ----- From: "Rovicky Dwi Putrohari" <[EMAIL PROTECTED]> To: <[EMAIL PROTECTED]> Sent: Sunday, July 28, 2002 12:56 PM Subject: Re: [Oil&Gas] Invest for expansion of pertamina
> Subaga dan teremen-teremen migas, > > Sepertinya yang dibicarakan Pak Priyambodo terutama Upstream investment > (EP), dan kalo ndak salah argumentasi di milist migas kemaren dari Pak ... > (lupa aku yg nulis) ... bahwa pertamina juga invest tetapi di 'downstream' > .... > > Memang kalo melihat dalam skala besarnya dalam Oil and Gas bisnis .... maka > upstream (EP) sepertinya merupakan bagian yg "relatif lebih banyak" > investasinya ketimbang downstream .... namun sebenernya dua-duanya bisa saja > mempunyai nilai bussines yang sama ... yang kelihatannya jelas berbeda > adalah risk exposure --> utk EP risk exposurenya jauh lebih besar ketimbang > yang di downstream .... dalam skala lebih kecil lagi .... maka departemen > explorasi merupakan departemen investasi yang jauuuh lebih besar lagi > ketimbang dept produksi kan ... > hal yang sama di industi yang padat riset (IT) misalnya .... maka bagian > riset ini adalah departemen yang banyak ngeluarin duit ... makanya ndak > banyak yang berani riset besar-besaran .... > > Namun karena saat ini dikenal dimana-mana teori menjalankan usaha dengan > bussines unit .... yang masing-masing harus "bertanding" dalam membicarakan > investasi bisnis (keuntungan/profit) .... dan yang sering terjadi adalah > Explorasi sering "kalah" dalam hitung-hitungan profit dibanding > rekan-rekannya di Petroleum Engineer dalam menghitung keenonomian suatu > project ...... ini salah satu kelemahan para ahli geologi yang cumak tau > 'bagi-tambah-kurang' saja :) karena lebih banyak berimajinasi atau ngelamun > kaleee ... (he he ... termasuk aku, Ga).... > Hal ini menurut aku adalah salah satunya juga karena investasi Explorasi > (hulu) biasanya longterm period .... more than 4 years ... sedangkan > perhitungan keuntungan/kerugian perusahaan (cycle-time) dievaluasi setiap > tahun .... sehingga ketika masa evaluasi tahunan explorasi terasa lebih > sering tekor !! ... > Anda mungkin bisa merasakan bagaimana di eksplorasi di Kondur yang cukup > banyak invest ketika survey 3D seismic 4-5 tahun lalu .... mungkin anda baru > merasakan hasilnya setelah itu ... > > Naah, ..... Petronas sepertinya sudah melihat dalam jangkauan yang lebih > jauh kedepan dari PTMN, makanya mereka (Petronas) berani melihat longterm > .... dan invest US$100 million tiap tahun .... ini analogi dalam dunia > bisnis adalah investasi yang masuk dalam riset atau EP atau upstream kan ? > > Jadi dalam diskusi kemaren ... menurutku ndak ada yang salah dalam hal > mengajukan argumentasinya masing-masing ini ...termasuk Pak Priyambodo juga > ndak keleru memberikan alasan ... Namun yang kurang tepat adalah > investasinya PTMN "relatif lebih banyak" ke downstreamnya sajah ... sehingga > saat ini tertinggal dari kerabat tetangganya -Petronas. > > <canda on> > Coba saja di milisi ini ... berapa orang yang dari upstream ... aku lihat > dari daftar anggota .... kebanyakan adalah downstream ... karena yang > upstream (EP) ..... sibuk bekerja karena orangnya dikit dan dananya sedikit > pula upst ...!!. > <Canda off> > > Saat ini aku banyak merasakan dari temen-temenku di upstream (Geoscience) > yang merasa tersisihkan dalam dunia oil and gas ... karena ketika > menjalankan bisnis dengan metode bisnis unit atau asset managemenet style > .... maka explorasi merupakan bagian tambahan atau appendix saja ... > <canda on> > tahu kan appendix ... itu usus buntu ... yang kalao dihilangkan juga ndak > masalah ... hi hi hi > <canda off> > Dan yang merasakan gejala kelesuan explorasi itu juga mereka-mereka yang > berada di perusahaan besoaar dan mapan seperti tempatku sekarang ini juga > ... Mungkin Petronas tidak .. nanti aku kesana dulu deh .... > > Salam > RDP > > ----- Original Message ----- > From: "Subaga Widiatmaka" <[EMAIL PROTECTED]> > > Saya kutip email pak Priyambodo ex-pejabat tinggi Pertamina: > > > > 'Once I asked my counterpart from Petronas (he > > was the ASCOPE National Committee Chairman for Malaysia) the secrets of > > Petronas' success. He told me that there was a time (a 5-year period) when > > Petronas was allowed by the Malaysian government to set aside US$ 100 > > million each year and spend it as it pleased to expand its upstream > > activities; that was how Petronas got the fund needed for its expansion, > in > > Malaysia as well as overseas. Does anybody know if our government ever did > > the same thing to PERTAMINA?' > > > > Sepertinya dalam diskusi kemarin ada yang memberi tahu bahwa PTMN juga > > mempunyai dana investasi ? Mana yang benar ? Ada baiknya diberitahu pak > > Priyambodo (atau mungkin nggak pernah di laporkan ?) > > > > SW > > > > -----Original Message----- > > From: PRIYAMBODO MULYOSUDIRJO [mailto:[EMAIL PROTECTED]] > > > > I always enjoy reading emails that talk and comment about PERTAMINA's > > performance and I can't resist the temptation to respond and give > comments > > myself. > > One of the subjects is comparing PERTAMINA to Petronas, which I find, > sorry > > to say, many of those who make the comparison do not know the real reasons > > why Petronas seems to exceed PERTAMINA, especially in its international > > activities. > > I spent 35 years with PERTAMINA and I was involved in ASCOPE activities > > (anybody knows what it is?). Once I asked my counterpart from Petronas (he > > was the ASCOPE National Committee Chairman for Malaysia) the secrets of > > Petronas' success. He told me that there was a time (a 5-year period) when > > Petronas was allowed by the Malaysian government to set aside US$ 100 > > million each year and spend it as it pleased to expand its upstream > > activities; that was how Petronas got the fund needed for its expansion, > in > > Malaysia as well as overseas. Does anybody know if our government ever did > > the same thing to PERTAMINA? > > I was also told (I don't remember who did that) that Petronas is given the > > right to operate any producing area once the PSC expires. Does anyone > > remember that once the our government decided that PERTAMINA will operate > > the famous CPP block when the PSC expires, but then a new government (and > > minister, of course) changed its mind and said that PERTAMINA was not > ready > > to take over the block (no matter how hard our engineers tried to convince > > the minister of our readiness). So, there goes our chance to act and do > what > > Petronas will certainly do under the full support of its government! > > I believe everybody (who is care enough to notice) still remember that > once > > our parliament demanded (in 2001?) that PERTAMINA should pay 50% of its > > profit as dividend to the state, whereas by law PERTAMINA is only required > > to pay 10%? > > How much did PERTAMINA contribute to the state budget? A lot, maybe a lot > > more than it should to enable it to expand and grow! Now wonder why > > PERTAMINA's upstream activities cannot be compared to Petronas; and I > > believe it is not fair to do it, considering the support enjoyed by > Petronas > > from its government (and I believe there are a lot more support given to > > Petronas by the Malaysian government, especially in its early days). > > Actually I am expecting my colleagues who are still actively working for > > PERTAMINA to speak up and respond to this kind of opinions that are not > > based on actual facts. Hi guys, wake up and speak up!!!! > > > > ------------------------ Yahoo! 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