.png)
Watch
PLN's electricity plan (RUPTL) for 2025–2034 adds 69.5 GW of generation, with 76%, or about 52.9 GW, coming from renewables and energy storage. The Ministry of Investment and Downstreaming estimates the plan opens about IDR 2,133.7 trillion (around US$118.7 billion) in investment, including IDR 1,341.8 trillion for renewable plants under the independent power producer (IPP) scheme. On top of the RUPTL, the 100 GWp Solar Power Program adds demand for 320 GWh of batteries.
Building all of that takes far more than solar panels: batteries, inverters, transformers, cables, towers, steel structures and thousands of other components. Much of it is still imported, and that is where the manufacturing opportunity lies.
Energy storage: the segment with the biggest gap
The 100 GWp program is designed as 80 GW of village solar, each site a 1 MW array paired with 4 MWh of batteries across 80,000 villages, plus 20 GW of utility-scale plants. In total it calls for about 320 GWh of battery energy storage systems (BESS). The RUPTL adds a further 10.3 GW of storage.
Domestic battery cell capacity is still much smaller. HLI Green Power (Hyundai and LG Energy Solution) in Karawang has operated since 2024 with up to 10 GWh a year. The CATL-IBC plant in Karawang entered phased operation in August 2026 with an initial 6.9 GWh, planned to grow to 15 GWh. Both also serve electric vehicles.
The Institute for Essential Services Reform (IESR) estimates the 100 GW program needs up to US$78 billion through 2030. IESR finds domestic module capacity sufficient, but says BESS assembly must accelerate, and local cell manufacturing can be built after 2028 if long-term demand is secured. The nearest openings are BESS container assembly, battery management systems (BMS), power conversion systems (PCS), thermal management and fire protection.
The grid: the backbone that is easy to overlook
Renewable power is only useful if it can be delivered. The RUPTL targets nearly 48,000 km of transmission circuits and 108,000 MVA of substation capacity. Every kilometer and every substation needs power transformers, switchgear, conductors, high-voltage cable and steel towers. Many of these are copper-based products, and Indonesia now refines its own copper.
Wind, hydro and geothermal
Beyond solar, the RUPTL plans 11.7 GW of hydro, 7.2 GW of wind and 5.2 GW of geothermal. These plants need heavy components such as generators, turbines, steel structures and towers, plus electrical equipment. Producing near a deep-sea port is an advantage for large parts that are hard to move by road.
The manufacturing opportunity map
|
Segment |
Demand driver |
Manufacturing opportunity |
JIIPE link |
|---|---|---|---|
|
Energy storage |
320 GWh BESS in the 100 GWp program, 10.3 GW in the RUPTL |
BESS assembly, BMS, PCS, cooling, fire protection |
Hailiang battery copper foil in the estate |
|
Grid |
48,000 km of circuits, 108,000 MVA of substations |
Transformers, switchgear, conductors, HV cable |
Copper cathode from the Freeport smelter |
|
Solar |
17.1 GW in the RUPTL plus the 100 GWp program |
Cells, modules, frames, junction boxes |
Xinyi PV glass, ~8 GW/year equivalent |
|
Wind, hydro, geothermal |
24.1 GW combined in the RUPTL |
Generators, steel structures, towers, electrical equipment |
Deep-sea port for heavy cargo |
Why JIIPE
- Base materials already in the estate: copper cathode from the Freeport smelter, copper foil from Hailiang and PV glass from Xinyi Solar
- Located on the Java-Madura-Bali grid, which takes the largest renewable share in the RUPTL at 19.6 GW
- A deep-sea port inside the estate for importing machinery, exporting products and shipping oversized components
- Gresik SEZ incentives, including a 10- to 20-year tax holiday depending on investment size
Indonesia's energy transition needs factories as much as it needs power plants. Talk to the JIIPE team about land, utilities and SEZ incentives for your battery, grid equipment or renewable component plant.