DSI Centralizes Export of Key Commodities Starting June 2026

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Mandatory Export Controls for Coal, CPO, and Ferroalloy

The Indonesian government has moved to consolidate the management of its most lucrative commodities under a single regulatory umbrella. On May 20, 2026, President Prabowo Subianto signed Government Regulation (PP) Number 24 of 2026, which establishes the framework for the governance of strategic natural resource exports. According to CNBC Indonesia, this regulation officially designates PT Danantara Sumberdaya Indonesia (DSI) as the specialized state-owned enterprise (BUMN) tasked with overseeing three specific commodity groups: coal, crude palm oil (CPO), and ferroalloy. The regulation defines these materials as “Strategic Natural Resources” based on their impact on national interest, economic stability, and domestic requirements. While the initial phase is strictly limited to those three sectors, the government retains the authority to expand this list through future coordination meetings. Under the new rules, these commodities can only be exported by a designated Export SOE, acting either as the direct owner or as the sole intermediary.

The Phased Roadmap to Mandatory Compliance

Transitioning a massive export economy is rarely a seamless process, and the government is attempting to mitigate market shock through a structured six-month window. Trade Minister Budi Santoso has confirmed that the Ministry of Trade is currently finalizing three separate ministerial regulations (Permendag) to provide granular guidance for CPO, ferroalloy, and coal respectively. As ANTARA News reported, this transition began on June 1, 2026, and will conclude at the end of the year. The implementation follows a specific three-stage timeline designed to allow the market to adjust to DSI’s oversight:

• Phase 1 (June 1 – August 31, 2026): Existing exporters continue their current activities, but must submit all export reporting to DSI.
• Phase 2 (September 1 – December 31, 2026): A voluntary window where prepared exporters can fully transition their export activities to DSI.
• Phase 3 (January 1, 2027): Full mandatory compliance, where all exports for the three strategic commodities must be conducted through DSI.

Minister Santoso emphasized that the Domestic Market Obligation (DMO) requirements—crucial for maintaining domestic supply levels—will remain intact.

“The DMO regulations have not changed. So, starting January 1, the DMO rules will simply return to the exporters.

Budi Santoso, Minister of Trade, via ANTARA News

Protecting Existing Contracts from Price Manipulation

A primary concern for international investors and domestic producers is whether this centralized control will disrupt existing commercial agreements. BPI Danantara has been quick to address these anxieties, asserting that DSI’s priority is to maintain the trust of international trading partners. To prevent market volatility, the agency is building a digital platform designed to analyze transaction data and identify any signs of under-invoicing—the practice of reporting lower prices to evade taxes or fees. The agency has signaled that the new system is not intended to penalize legitimate business, but rather to isolate and correct bad actors. According to news.google.com/detik, the government maintains that all existing contracts remain valid and enforceable, provided they do not involve price manipulation. BPI Danantara, via news.google.com/detik By acting as a facilitator and supervisor rather than a total replacement for private commerce, DSI intends to keep the relationship between producers and global buyers intact. This approach allows for a data-driven methodology that accounts for differences in quality, logistics costs, and contract structures, theoretically closing loopholes for manipulation without forcing a one-size-fits-all pricing model.

The Economic Rationale Behind Single-Door Exports

The shift toward a “one-door” export system is being framed by supporters as a fundamental return to the principles of the Pancasila Economy. By centralizing the export gate, the state aims to plug leaks in foreign exchange earnings and ensure that the wealth generated from natural resources is more effectively captured for national development. Regional leaders and indigenous representatives have largely welcomed the move, seeing it as a mechanism to reclaim economic sovereignty. Rahmat Nasution Hamka, representing the National Dayak Customary Council (MADN), characterized the policy as a strategic evolution of state involvement. As noted by Kompas.com, Hamka views this as a modern approach to resource management.

“We strongly support the idea of a single-door export for natural resources.

Rahmat Nasution Hamka, MADN, via Kompas.com Hamka further distinguished this move from the blunt nationalization tactics of the past, noting that the state is not seizing private assets but rather controlling the exit point of the products.

“In our view, this is a new style of corporate nationalization with a single entity managing the natural resource exports we possess. Through this system, various deviations and leakages can be minimized.

Rahmat Nasution Hamka, MADN, via Kompas.com For decision-makers, the next six months will be a critical test of DSI’s digital infrastructure and the Ministry of Trade’s ability to enforce the new Permendag regulations. The success of this policy hinges on whether the government can maintain the delicate balance between aggressive state oversight and the “business certainty” required to keep global markets engaged with Indonesian commodities.