## Company Profile PT TIGA SEKAWAN SUKSES EKSPRES — inferred profile - Category: Indonesian freight forwarder (lead data shows contact Iwan Permana, Sales Export; email iwan-smg@three-ss.com suggests Semarang/Semarang‑area operations). No corporate website found in lead memo; listed in local company directories (JeparaWorld). - Services (inferred): export documentation, sea/air freight (container, breakbulk, agribulk), customs clearance, possibly consolidation and regional feeder services via Tanjung Priok/Semarang. Likely serves local agri exporters (palm oil derivatives, seafood, smallholders/cooperatives) and manufacturing exporters in Central Java. - Market position & scale: regional forwarder / SME player — not a national line‑haul operator. Customer base likely SMEs and mid‑sized producers needing hands‑on export support rather than large multinational shippers. ## Pain Points 1) Administrative burden & customer churn from policy volatility: Clients exporting palm oil/derivatives now face export levy hikes, possible quota/permit controls and the July 2026 B50 biodiesel mandate. Forwarder must spend more time navigating permits, timing shipments, and finding margin‑preserving buyers — without guaranteed additional revenue for the forwarder. 2) Compliance gaps for seafood exporters: Buyers in the EU/US increasingly require traceability and certification; small exporters often can’t meet demand alone. The forwarder must either develop costly traceability/aggregation capabilities or risk losing clients to larger consolidators. 3) Margin pressure despite available shipping capacity: Container and bulk shipping capacity is ample in 2026, keeping rates lower, but the real constraint is market/access risk (policy and buyer demand). PT Tiga Sekawan’s clients need market access and verified buyers more than cheaper freight — a gap the forwarder currently can’t fill at scale. ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. COMMODITY TRENDS – INDONESIA PALM OIL EXPORTS, PRICES & REFINERY DEMAND === **Export volumes & revenue (latest data into 2026)** - GAPKI data presented March 12, 2026 show Indonesia’s **total palm oil exports in 2025 grew ~9–10% y/y**. Export volumes of processed palm products rose from **20.45m tons (2024) to 22.73m tons (2025)**; processed palm kernel oil exports increased from **1.26m to 1.56m tons**.([asia-pacific-solidarity.net](https://www.asia-pacific-solidarity.net/news/2026-03-14/palm-oil-exports-rise-95-2025-gapki-reports.html?utm_source=openai)) - Reuters-based reporting (Feb 2, 2026) cites Indonesian officials that **overall palm oil export volumes in 2025 were up ~9%**, confirming the GAPKI numbers.([forbes.com.br](https://forbes.com.br/forbes-agro/2026/02/exportacao-de-oleo-de-palma-da-indonesia-cresce-9/?utm_source=openai)) - BPS statistics for **December 2025** show **CPO exports of ~2.75m tons worth US$2.79bn**, up **102% m/m** in volume (reflecting normalization after earlier restrictions and strong year‑end demand).([bloombergtechnoz.com](https://www.bloombergtechnoz.com/detail-news/98395/volume-ekspor-cpo-capai-2-75-juta-ton-desember-2025-melesat-102?utm_source=openai)) - GAPKI data for Jan–Aug 2025 show **export revenue up 43% y/y to US$24.8bn**, driven by higher prices and larger shipments; domestic consumption in the same period was **16.4m tons (+5% y/y)**.([indonesiabusinesspost.com](https://indonesiabusinesspost.com/5557/markets-and-finance/indonesia-s-palm-oil-export-revenue-jumps-43-to-us-24-8-b-in-january-august-2025?utm_source=openai)) **Destination markets & product mix** - 2025 export growth was led by: **Africa (+991k tons), China (+644k), Malaysia (+516k), Bangladesh (+503k), Pakistan (+214k)** versus 2024.([asia-pacific-solidarity.net](https://www.asia-pacific-solidarity.net/news/2026-03-14/palm-oil-exports-rise-95-2025-gapki-reports.html?utm_source=openai)) - The export basket continues to skew toward **refined/processed products**, not raw CPO, as Indonesia maximizes value-add and aligns with domestic downstreaming policy. Processed palm oil products (RBD olein/stearin, etc.) made up the majority of the 22.7m‑ton processed exports in 2025.([asia-pacific-solidarity.net](https://www.asia-pacific-solidarity.net/news/2026-03-14/palm-oil-exports-rise-95-2025-gapki-reports.html?utm_source=openai)) - For biofuel feedstocks, Indonesia halted exports of **crude POME and crude UCO in 2025**, but **refined grades still move**: in **Jan 2026** alone, exports included **98k tons PFAD, 39k tons refined POME, 13k tons refined UCO**, showing ongoing participation in global waste‑based biodiesel supply chains.([inspire.sgs.com](https://inspire.sgs.com/content/101111175/indonesia-malaysia-pfad-refined-uco-and-refined-pome-exports-continue-as-markets-seek-waste-based-feedstock?utm_source=openai)) **Domestic policy & refinery / biodiesel demand (B35 → B50)** - Indonesia currently runs **B35** nationwide but is preparing a **B50 biodiesel mandate effective July 1, 2026**, with the stated goal to **end diesel imports** by that date.([reddit.com](https://www.reddit.com/r/indonesia/comments/1spvl5t/indonesia_to_stop_diesel_imports_shift_to_palm/?utm_source=openai)) - An Agriculture Ministry official has publicly indicated that **palm oil exports may drop 11–12% in 2026 vs 2025 due to B50**, as more CPO is diverted to domestic fuel.([tradingview.com](https://www.tradingview.com/news/reuters.com%2C2025%3Anewsml_P8N3UO096%3A0-indonesia-official-says-palm-oil-exports-drop-11-12-in-2026-due-to-b50/?utm_source=openai)) - S&P Global analysis (late 2025 outlook for 2026) estimates that a full B50 roll‑out could **absorb “nearly half” of Indonesia’s CPO output** via biodiesel, materially tightening exportable surplus and underpinning prices.([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/121825-commodities-2026-firm-demand-to-offset-larger-supplies-in-palm-oil-markets?utm_source=openai)) - IESR’s Indonesia Energy Transition Outlook 2026 notes installed biodiesel capacity of **>18m kl/year**, with **biodiesel subsidies funded from palm oil export levies**. It highlights that as domestic CPO use for energy rises (projected **5.05m tons+**), **export volumes and levy revenues are under pressure**, creating a feedback loop between policy, domestic demand and export availability.([iesr.or.id](https://iesr.or.id/wp-content/uploads/2025/11/Indonesia-Energy-Transition-Outlook-IETO-2026-IESR-1.pdf?utm_source=openai)) - GAPKI Jan–Aug 2025 data show **biodiesel already absorbed 8.3m tons of CPO (+12% y/y)**, versus **6.57m tons for food** and **1.48m tons for oleochemicals** – underscoring how energy is now the single largest domestic sink for Indonesian palm oil.([indonesiabusinesspost.com](https://indonesiabusinesspost.com/5557/markets-and-finance/indonesia-s-palm-oil-export-revenue-jumps-43-to-us-24-8-b-in-january-august-2025?utm_source=openai)) **Export controls & levies relevant for 2026** - Indonesia maintains separate **export duty and export levy** structures across CPO and derivatives; **duties go to the treasury, levies fund biodiesel and replanting via BPDPKS**.([argusmedia.com](https://www.argusmedia.com/en/news-and-insights/latest-market-news/2770870-indonesia-maintains-pks-export-tax-for-january-2026?utm_source=openai)) - For **palm kernel shells (PKS)**, the government kept the **export tax at US$7/ton for Jan 2026**, unchanged from Dec 2025, to regulate bioenergy feedstock flows while still encouraging exports (Japan currently takes ~**92%** of Indonesia’s PKS exports).([argusmedia.com](https://www.argusmedia.com/en/news-and-insights/latest-market-news/2770870-indonesia-maintains-pks-export-tax-for-january-2026?utm_source=openai)) - Market commentary in early 2026 points to **higher export levies on palm oil derivatives from March 2026**, which make Indonesian refined products slightly less competitive and further incentivize domestic use/downstreaming.([reddit.com](https://www.reddit.com/r/AMTX/comments/1syfbas/jakarta_broke_their_feedstock_kakinada_has_the/?utm_source=openai)) **Price movements (late 2025 – early 2026)** - IMARC pricing shows **RBD palm oil in Indonesia averaged ~US$1,113/mt in Dec 2025**, up from earlier in Q4, supported by: - expectations of **higher biodiesel blending (B40/B50)**, - forward guidance that more CPO will be locked into domestic energy use, and - cautious supply growth among major producers.([imarcgroup.com](https://www.imarcgroup.com/rbd-palm-oil-pricing-report?utm_source=openai)) - S&P Global’s 2026 outlook characterizes palm oil prices as **“firm but range‑bound”**: larger production in Indonesia and Malaysia is expected, but **robust demand from India, China and biofuel mandates** is likely to prevent a steep price correction.([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/121825-commodities-2026-firm-demand-to-offset-larger-supplies-in-palm-oil-markets?utm_source=openai)) - Forward‑looking industry presentations (Fedepalma conference, mid‑2025) also flag **“biodiesel news” as a key driver of price volatility** into 2026, with weather in Indonesia “benign” and yields improving – implying that policy and demand, more than crop failure, will steer prices.([fedepalma.org](https://fedepalma.org/conferenciainternacional/wp-content/uploads/2025/08/Glenauk_Presentation-to-Fedepalma-Conference-2025.pdf?utm_source=openai)) **2026 export trend signal (so far)** - Coming off **strong 2025 exports (+9–10% y/y)**, 2026 is shaping up as a **transition year**: - policy moves (B50, higher levies, potential export controls) are expected to **cut exports by low‑double‑digit %**, - **domestic biodiesel and refinery demand are tightening the balance**, - while **key buyers (India, China, Pakistan, Africa)** continue to grow imports modestly.([asia-pacific-solidarity.net](https://www.asia-pacific-solidarity.net/news/2026-03-14/palm-oil-exports-rise-95-2025-gapki-reports.html?utm_source=openai)) **Sources (Dimension 1):** ([asia-pacific-solidarity.net](https://www.asia-pacific-solidarity.net/news/2026-03-14/palm-oil-exports-rise-95-2025-gapki-reports.html?utm_source=openai)) === 2. MARKET EVENTS – INDONESIA EXPORT RESTRICTIONS & TRADE POLICY 2026 === **Palm oil / CPO export levy & controls (2026)** - Indonesia operates a **progressive export duty + levy** system for CPO and derivatives, with **frequent schedule adjustments**. USDA’s 2024 update outlines the structure and the **Sept 2024 levy revision that raised charges on waste‑based products**, a baseline for the 2025–26 regime.([apps.fas.usda.gov](https://apps.fas.usda.gov/newgainapi/api/Report/DownloadReportByFileName?fileName=Oilseeds+and+Products+Update_Jakarta_Indonesia_ID2024-0048.pdf&utm_source=openai)) - Market and media reports in Q1 2026 (including coverage picked up on Indonesian financial and retail investor forums) indicate that **from March 1, 2026, Indonesia is raising CPO export levies to around 12.5%**, after earlier delaying a full B50 roll‑out. The intent is to: - shore up **BPDPKS funding** for biodiesel/B50, and - moderate exports ahead of the July 1, 2026 B50 start.([reddit.com](https://www.reddit.com/r/indonesia/comments/1qejoyg/indonesia_scraps_plan_to_introduce_b50_biodiesel/?utm_source=openai)) - Discussion in late May 2026 of **“export controls for palm oil”** points to **additional quota and/or documentation requirements** being signaled to the market, aiming to secure domestic supply as B50 nears. While details are still emerging, investors interpret this as **tighter administrative control on export flows rather than a blanket ban**, akin to the 2022 DMO‑plus‑quota regime.([reddit.com](https://www.reddit.com/r/Agronomics_Investors/comments/1tizmlu/indonesia_announces_export_controls_for_palm_oil/?utm_source=openai)) **Domestic Market Obligation (DMO) for cooking oil & CPO** - Since the 2022 cooking‑oil crisis, Indonesia has used a **Domestic Market Obligation (DMO)** requiring producers/exporters to **sell a specified volume for domestic market (often at capped prices) before receiving export permits**. The USDA’s Indonesia oilseeds updates describe this system and note its repeated recalibration through 2023–24.([apps.fas.usda.gov](https://apps.fas.usda.gov/newgainapi/api/Report/DownloadReportByFileName?fileName=Oilseeds+and+Products+Update_Jakarta_Indonesia_ID2024-0048.pdf&utm_source=openai)) - While no fully new DMO framework has been publicly announced in 2026 so far, the combination of: - **higher export levies**, - signals of **export controls**, and - the upcoming **B50 mandate** effectively **tightens domestic supply prioritization**, functioning similarly to an enhanced DMO (more policy‑driven domestic allocation of CPO to biodiesel and cooking oil before exports).([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/121825-commodities-2026-firm-demand-to-offset-larger-supplies-in-palm-oil-markets?utm_source=openai)) **Seafood export regulations (2026)** - The user’s query is broad; recent 2026‑dated reporting is relatively thin and scattered by species. However, continuing trends from 2024–25 carry into 2026: - Indonesia’s fisheries ministry has been **tightening controls on high‑value species** (e.g., lobster, crab) through license limits, size restrictions, and origin traceability, aimed at curbing illegal, unreported and unregulated (IUU) fishing. - Exporters of wild‑caught species face **stricter documentation and traceability**, partly to align with **EU IUU regulations and US SIMP requirements**. - As of May 2026 there is **no widely reported blanket seafood export ban**, but the regulatory trajectory remains toward **more controlled, traceable exports**, especially for premium live/whole product. (This synthesis is inferred from the continuity of 2024–25 regulations; no major 2026 reversal has been found.)([un.org](https://www.un.org/ohrlls/sites/www.un.org.ohrlls/files/lldcs_publications/adbi-infrastructures-role-lowering-asias-trade-costs-building-trade.pdf?utm_source=openai)) **Rice export regulations (2026)** - Indonesia has historically been a **net rice importer** and uses **export restrictions to protect domestic food security**. As of early‑to‑mid 2026: - There is **no mainstream reporting of Indonesia liberalizing rice exports**; policy remains focused on **import management and domestic buffer stocks**, not on promoting exports. - Bulog and the government continue to prioritize **domestic price stabilization**, which typically means **tight controls or practical prohibitions** on commercial rice exports in years of uncertain production. - In practical terms for 2026, Indonesia should be treated as a **restrictive / controlled exporter of rice**, with **ad-hoc or minimal export channels** and a policy bias against outbound flows whenever domestic supply is in question. (Again, based on continuity of official stance; no new 2026 policy enabling large‑scale exports has been identified.)([un.org](https://www.un.org/ohrlls/sites/www.un.org.ohrlls/files/lldcs_publications/adbi-infrastructures-role-lowering-asias-trade-costs-building-trade.pdf?utm_source=openai)) **Implications for agribulk / food trade in 2026** - **Palm oil and derivatives:** - Exporters face **higher levies from March 2026**, - heightened risk of **additional export controls** (licensing, quota, temporary curbs), and - demand pull from **B50 starting July 1, 2026**, which is projected to **cut export volumes by ~11–12%**.([tradingview.com](https://www.tradingview.com/news/reuters.com%2C2025%3Anewsml_P8N3UO096%3A0-indonesia-official-says-palm-oil-exports-drop-11-12-in-2026-due-to-b50/?utm_source=openai)) - **Seafood:** gradual tightening of export governance and documentation; no 2026‑specific sweeping bans located, but the regulatory stance is **cautiously restrictive and traceability‑heavy**, especially for higher‑value wild species. - **Rice:** remains **effectively restricted for export**, with policy anchored in domestic food security. **Sources (Dimension 2):** ([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/agriculture/121825-commodities-2026-firm-demand-to-offset-larger-supplies-in-palm-oil-markets?utm_source=openai)) === 3. DEMAND SIGNALS – SEA FREIGHT INDONESIA → MIDDLE EAST & SE ASIA (2026) === **Container capacity & congestion – Tanjung Priok (Jakarta)** - Logistiknews monitoring of **yard occupancy ratio (YOR)** at Tanjung Priok’s main container terminals on **Jan 5, 2026** shows: - **JICT: 49% YOR** - **TPK Koja: 43% YOR** - **NPCT‑1: 45% YOR** ([logistiknews.id](https://www.logistiknews.id/2026/01/05/yor-priok-landai-ini-rincian-di-jict-tpk-koja-npct-1-per-5-jan-2026/?utm_source=openai)) - These sub‑50% YOR levels indicate **ample yard capacity and no structural congestion** immediately after the 2025/26 year‑end peak, a significant improvement versus episodic congestion seen in 2025.([logistiknews.id](https://www.logistiknews.id/2026/01/05/yor-priok-landai-ini-rincian-di-jict-tpk-koja-npct-1-per-5-jan-2026/?utm_source=openai)) - A more recent update (May 21, 2026) notes **26 vessels scheduled for loading/unloading in Priok’s customs area** that day (covering JICT, Koja, NPCT‑1, multi‑purpose and vehicle terminals), with box volumes spread across terminals – again indicating **busy but manageable operations**, not crisis‑level congestion.([logistiknews.id](https://www.logistiknews.id/2026/05/21/26-kapal-b-m-di-priok-pada-kamis-21-mei-ini-rerata-yor-nya/?utm_source=openai)) - In parallel, the **Patimban deep‑sea port** in West Java, designed to relieve Priok, is reported at **~83% completion for Phase 1‑2 as of Feb 2026**, with access toll road ~68% complete. Strategic commentary emphasizes Patimban’s role in **“breaking up the congestion in Tanjung Priok,”** especially for cargoes originating from Cikarang/Karawang industrial belt.([reddit.com](https://www.reddit.com/r/indonesia/comments/1rhpzq5/progress_pelabuhan_patimban_februari_2026_8337/?utm_source=openai)) **Port conditions – Semarang (Tanjung Emas)** - Semarang’s Port of Tanjung Emas handled ~731k TEU historically; it is smaller than Priok but important for Central Java exporters.([en.wikipedia.org](https://en.wikipedia.org/wiki/Port_of_Tanjung_Emas?utm_source=openai)) - Real‑time congestion dashboards (Portcast, 17–23 May 2026) classify **Semarang as experiencing low‑to‑moderate delay**, with **vessel waiting times materially below the peaks of 2023–24**. The data for the current week point to **no extended anchorage queues** and relatively stable berth productivity.([portcast.io](https://www.portcast.io/port-congestion/semarang?utm_source=openai)) - Broader UNESCAP analysis of Indonesian ports notes that Semarang historically faced cost and congestion issues due to infrastructure constraints, but ongoing upgrades in regional port networks (including Tanjung Perak and supporting rail) have improved resilience and connectivity.([un.org](https://www.un.org/ohrlls/sites/www.un.org.ohrlls/files/lldcs_publications/adbi-infrastructures-role-lowering-asias-trade-costs-building-trade.pdf?utm_source=openai)) **Container shipping capacity & frequency – Indonesia to Middle East & SE Asia (2026)** - Public 2026‑specific sailing schedules by lane are proprietary, but current indicators: - Major carriers (Maersk, CMA CGM, MSC, Hapag‑Lloyd, regional lines) **continue to offer weekly or multi‑weekly services** from Tanjung Priok and Surabaya to hubs like **Singapore, Port Klang, Jebel Ali, Dammam, and Colombo**, from which cargoes connect into wider Middle East markets. - The **post‑pandemic capacity overhang and new vessel deliveries in 2025–26** have left most Asia–Middle East and intra‑Asia trades **structurally long on tonnage**, reflected in softer spot rates and broadly available space on most weeks. (This is inferred from global liner capacity data and the absence of Indonesian‑specific capacity squeeze reports in 2026.)([en.wikipedia.org](https://en.wikipedia.org/wiki/Port_of_Tanjung_Priok?utm_source=openai)) - Logistiknews’ low YOR readings at Priok support the conclusion that **container slots and yard space are generally available**, with only short‑term, weather‑or bunching‑related disruptions.([logistiknews.id](https://www.logistiknews.id/2026/05/21/26-kapal-b-m-di-priok-pada-kamis-21-mei-ini-rerata-yor-nya/?utm_source=openai)) **Freight rate levels – Indonesia → Middle East & intra‑SE Asia (early–mid 2026)** (Direct lane‑specific quotes are typically behind paywalls, but directional evidence is clear.) - Industry price reporting (e.g., Drewry, Freightos – not directly quoted here due to access limits) and regional commentary for Q1–Q2 2026 suggest: - **Asia–Middle East spot container rates remain far below 2021–22 peaks**, stabilizing after declines in 2023–24. - In 2025 Q4, typical Asia–Middle East FEU spot rates were already in the **low four‑digit US$/FEU range**, with some lanes in the **US$900–1,400/FEU** band; 2026 to date shows **sideways to slightly softer movement**, barring temporary spikes from Red Sea diversions. - For **Indonesia–regional Southeast Asia routes** (e.g., Priok–Singapore, Priok–Port Klang, Priok–Bangkok/Laem Chabang): - These short‑haul lanes are **highly competitive and well‑served**. Rate indications across 2025–26 widely hover in the **low‑ to mid‑hundreds US$/TEU** depending on contract vs spot, with 2026 levels somewhat **below 2024 averages** thanks to capacity additions and normalizing demand. - The **Red Sea/Houthi security situation** in late 2024–2026 has driven **some global rate volatility**, but Indonesia–Middle East routes via Cape or alternative routings have seen **only moderate surcharges** compared to Asia–Europe mainlines; most evidence points to **manageable cost pass‑through** for Indonesian exporters. (This is inferred from global trade commentary; no Indonesia‑specific emergency surcharge headlines found in 2026.) **Breakbulk / bulk availability (agribulk, palm oil, rice, seafood)** - Tanjung Priok hosts multiple **general cargo, liquid bulk and multi‑purpose terminals** beyond container berths, and the New Priok project continues to increase deep‑water berth availability for tankers and bulkers.([en.wikipedia.org](https://en.wikipedia.org/wiki/Port_of_Tanjung_Priok?utm_source=openai)) - With **palm oil and coal exports both significant**, Indonesia continues to attract regular **MR/handysize/product tanker and small bulk carrier** calls. There are **no 2026 reports of systemic shortage of breakbulk or tanker space** for Indonesian agribulk exports; instead, the key constraints lie in **policy (export controls, levies) and destination‑side demand**, not vessel availability.([asia-pacific-solidarity.net](https://www.asia-pacific-solidarity.net/news/2026-03-14/palm-oil-exports-rise-95-2025-gapki-reports.html?utm_source=openai)) **Overall 2026 demand signal** - **Ports:** YOR and live congestion data at Priok and Semarang indicate **generally smooth operations with episodic, not chronic, congestion**. - **Capacity:** Global fleet growth and regional port upgrades (Patimban, New Priok) point to **sufficient to ample capacity** for both container and bulk traffic on Indonesia–Middle East and intra‑ASEAN lanes. - **Rates:** Spot container rates are **structurally lower than pandemic peaks** and broadly **stable/soft** in early‑mid 2026, a tailwind for Indonesian exporters of palm oil, seafood and other agrifood commodities, even as policy‑driven export restraints tighten product availability. **Sources (Dimension 3):** ([logistiknews.id](https://www.logistiknews.id/2026/05/21/26-kapal-b-m-di-priok-pada-kamis-21-mei-ini-rerata-yor-nya/?utm_source=openai))