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Unboxing Metals 101: Global Thematic & IDX Proxies

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Pahami dinamika supply–demand emas, nikel, aluminium, tembaga, dan timah serta implikasinya ke saham IHSG.
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Unboxing Metals 101: Global Thematic & IDX Proxies

Penulis: Theodorus Melvin | Editor: Vivi Handoyo Lie, Edi Chandren, Andrian Tanuwijaya, Aulia Rahman Nugraha
26 Februari 2026


Harga komoditas logam — seperti emas (+20%), nikel (+8%), aluminium (+6%), tembaga (+3%), dan timah (+24%) — telah melonjak sejak awal 2026 hingga 25 Februari 2026, didorong pergeseran kebijakan moneter, proteksionisme perdagangan, dan peningkatan permintaan dari tema struktural seperti EV dan transisi energi.

Masing–masing logam memiliki dinamika supply–demand yang berbeda: 1) emas didorong permintaan dari bank sentral dan investor lain; 2) nikel didorong pengetatan pasokan dari Indonesia; 3) aluminium didorong pengetatan tingkat utilisasi smelter di tengah kenaikan permintaan dari EV dan EBT; 4) tembaga didorong penurunan produksi tambang di tengah kenaikan permintaan dari EV dan EBT; dan 5) timah didorong pengetatan pasokan dari Indonesia.

Melalui Unboxing Metals 101: Global Thematic & IDX Proxies, kami merangkum narasi utama yang membentuk siklus sektor logam saat ini, termasuk:

  • Peta supply–demand masing–masing komoditas
  • Main usage dan keterkaitannya dengan tema global
  • Implikasi terhadap struktur bisnis dan margin emiten sektor logam
  • Mapping 27 emiten proxy di IHSG — termasuk $EMAS, $ADMR, dan $TINS

Report ini dapat menjadi referensi awal untuk memahami peluang dan risiko sektor logam dan sahamnya. Simak selengkapnya melalui link di bawah ini!

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