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Wednesday, 29 August 18
MID-YEAR FY19 POWER OUTLOOK: IMPORTED COAL REQUIREMENT TO INCREASE DURING REMAINING FY19: IND-RA
 India Ratings and Research (Ind-Ra) has maintained a stable-to-negative outlook on the Indian power sector for the remaining FY19, despite a rise in electricity demand and an increase in short-term prices.
According to a post published on Ind-Ra's website, the stable-to-negative outlook continues to reflect Ind-Ra’s expectation of a continued low plant load factor of 60.0%-62.0% of coal-based thermal power plants over the rest of FY19, because of large capacity additions in the past five years and domestic coal availability challenges. Ind-Ra expects India’s dependence on thermal power generation to remain high in the absence of any substantial improvement in power generation from other sources.
The agency has maintained a Stable Outlook on most of its rated power sector entities for the rest of FY19, as the agency expects the entities to continue to manage fuel and counterparty risks on account of a favourable tariff mechanism, a comfortable liquidity position and support from central and state governments.
Ind-Ra expects the dependence on coal-based power generation to continue despite a likely increase in capacity addition in the renewable segment, as capacity addition is low on an equivalent thermal basis owing to the low plant load factor in the renewable segment.
Given Ind-Ra’s expectation of healthy power demand growth in the rest of FY19 and thermal power capacity contributing to the required growth, coal availability becomes a key determinant for required power demand growth. Considering the historical growth rate of domestic non-coking coal production and offtake, Ind-Ra estimates imported coal requirement to increase to 62.0 million tonnes in FY19 from 56.0 million tonnes in FY18 to meet incremental power generation. Hence, there could be higher imported coal usage in FY19 than that in FY16-FY18, when imported coal usage declined. According to Ind-Ra, in a scenario of lower-than-required growth in domestic coal output, short-term power prices would remain firm and are likely to be determined by the marginal cost of energy production undertaken using imported coal.
Ind-Ra estimates project internal rate of returns to decline to a single-digit level in view of the recent aggressive bidding for wind power projects. Ind-Ra believes a high un-hedged forex exposure from the depreciating Indian rupee further lowers projects’ internal rate of returns. Moreover, access to the banking system may tighten, in case bidding continues to remain aggressive.
Solicitation Disclosures
Ratings are not a recommendation or suggestion, directly or indirectly, to you or any other person, to buy, sell, make or hold any investment, loan or security or to undertake any investment strategy with respect to any investment, loan or security or any issuer. Please also refer Ind-Ra’s Disclaimer
If you believe an article violates your rights or the rights of others, please contact us.
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Tuesday, 11 December 18
SHIPPING MARKET ANALYSIS - ALLIED
A lot of discussions have been made as to the effects of the IMO 2020 regulation on OPEX levels, investment feasibility of& ...
Tuesday, 11 December 18
PORT OF NEWCASTLE SHIPPED 10.849 MMT OF COAL IN NOVEMBER DOWN 23.44 PERCENT MOM
COALspot.com: The Port of Newcastle, Australia’s major trading port and the world’s largest coal export port has shipped A$ 1,574.8 mil ...
Thursday, 06 December 18
IN THE EAST, BIGGER SUPRA WAS FIXED CA US$ 10K FOR INDO-CHINA COAL ROUND - FEARNLEYS
Capesize
There is cautious optimism for the Capes, with healthier volumes and improving rates in the Pacific. West Australia round is gradually ...
Thursday, 06 December 18
U.S. COAL CONSUMPTION IN 2018 EXPECTED TO BE THE LOWEST IN 39 YEARS - EIA
EIA expects total U.S. coal consumption in 2018 to fall to 691 million short tons (MMst), a 4% decline from 2017 and the lowest level since 1979. U ...
Thursday, 06 December 18
DEMAND RISKS WEIGH ON GLOBAL SHIPPING SECTOR OUTLOOK - FITCH RATINGS
The global shipping sector outlook remains negative reflecting the demand-side risks of protectionism and slower economic growth, Fitch Ratings say ...
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- Formosa Plastics Group - Taiwan
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Videocon Industries ltd - India
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- SN Aboitiz Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Romanian Commodities Exchange
- Bangladesh Power Developement Board
- Australian Commodity Traders Exchange
- Pendopo Energi Batubara - Indonesia
- Meralco Power Generation, Philippines
- Planning Commission, India
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Vizag Seaport Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Aboitiz Power Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Energy Link Ltd, New Zealand
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Wilmar Investment Holdings
- Dalmia Cement Bharat India
- Thiess Contractors Indonesia
- Thai Mozambique Logistica
- Ministry of Transport, Egypt
- Star Paper Mills Limited - India
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Altura Mining Limited, Indonesia
- Samtan Co., Ltd - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Commonwealth Bank - Australia
- Agrawal Coal Company - India
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Salva Resources Pvt Ltd - India
- Australian Coal Association
- Coalindo Energy - Indonesia
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Mercuria Energy - Indonesia
- Anglo American - United Kingdom
- Iligan Light & Power Inc, Philippines
- Uttam Galva Steels Limited - India
- CNBM International Corporation - China
- Rio Tinto Coal - Australia
- Power Finance Corporation Ltd., India
- CIMB Investment Bank - Malaysia
- Sree Jayajothi Cements Limited - India
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- Intertek Mineral Services - Indonesia
- Makarim & Taira - Indonesia
- Trasteel International SA, Italy
- Madhucon Powers Ltd - India
- Parry Sugars Refinery, India
- Cigading International Bulk Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Energy Development Corp, Philippines
- Essar Steel Hazira Ltd - India
- Mjunction Services Limited - India
- Xindia Steels Limited - India
- Tamil Nadu electricity Board
- San Jose City I Power Corp, Philippines
- Ambuja Cements Ltd - India
- Ind-Barath Power Infra Limited - India
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- Larsen & Toubro Limited - India
- GAC Shipping (India) Pvt Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Alfred C Toepfer International GmbH - Germany
- Directorate Of Revenue Intelligence - India
- Bukit Makmur.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Savvy Resources Ltd - HongKong
- Eastern Coal Council - USA
- Goldman Sachs - Singapore
- Cement Manufacturers Association - India
- Riau Bara Harum - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Karbindo Abesyapradhi - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sinarmas Energy and Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jorong Barutama Greston.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Port Waratah Coal Services - Australia
- Barasentosa Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- Antam Resourcindo - Indonesia
- Coastal Gujarat Power Limited - India
- Jaiprakash Power Ventures ltd
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Deloitte Consulting - India
- Heidelberg Cement - Germany
- PowerSource Philippines DevCo
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Kohat Cement Company Ltd. - Pakistan
- SMC Global Power, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Straits Asia Resources Limited - Singapore
- Grasim Industreis Ltd - India
- Parliament of New Zealand
- McConnell Dowell - Australia
- Indonesian Coal Mining Association
- Global Business Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Timah Investasi Mineral - Indoneisa
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Aditya Birla Group - India
- The State Trading Corporation of India Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- Vijayanagar Sugar Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Edison Trading Spa - Italy
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Therma Luzon, Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Global Coal Blending Company Limited - Australia
- Karaikal Port Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indo Tambangraya Megah - Indonesia
- Bharathi Cement Corporation - India
- Interocean Group of Companies - India
- Vedanta Resources Plc - India
- Gujarat Mineral Development Corp Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Meenaskhi Energy Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Malabar Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- White Energy Company Limited
- New Zealand Coal & Carbon
- Toyota Tsusho Corporation, Japan
- Eastern Energy - Thailand
- South Luzon Thermal Energy Corporation
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- ASAPP Information Group - India
- Marubeni Corporation - India
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- Minerals Council of Australia
- Africa Commodities Group - South Africa
- PTC India Limited - India
- VISA Power Limited - India
- Posco Energy - South Korea
- SMG Consultants - Indonesia
- Electricity Authority, New Zealand
- Attock Cement Pakistan Limited
- Maheswari Brothers Coal Limited - India
- Gujarat Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Carbofer General Trading SA - India
- Directorate General of MIneral and Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Petron Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Lanco Infratech Ltd - India
- Orica Mining Services - Indonesia
- IEA Clean Coal Centre - UK
- Indian Energy Exchange, India
- Renaissance Capital - South Africa
- Bhatia International Limited - India
- Siam City Cement PLC, Thailand
- Central Electricity Authority - India
- Gujarat Sidhee Cement - India
- Rashtriya Ispat Nigam Limited - India
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- Coal and Oil Company - UAE
- Indogreen Group - Indonesia
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- Standard Chartered Bank - UAE
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