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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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Wednesday, 03 October 18
SHIPPING MARKET INSIGHT - KATERINA RESTIS
The bunker fuel supply and availability landscape is close to its transformation with the enforcement of the IMO’s global 0.5% fuel Sulphur c ...
Tuesday, 02 October 18
PANAMAX: A FURTHER RISE ACROSS ALL MAIN ROUTES THIS WEEK - ALLIED
Capesize
Finally an upward recovery was in sight in the spot market the past few days, after the prolonged negative pressure noted the weeks pr ...
Tuesday, 02 October 18
THE PRICE OF OIL CONTINUES ITS CLIMB AMIDST A SERIES OF CONCERNS REGARDING SUPPLY CONSTRAINTS - GEORGE LAZARIDIS
It has been a busy week for oil traders as the price of oil continues its climb amidst a series of concerns regarding supply constraints.
...
Tuesday, 02 October 18
INDONESIA GETS READY TO MEET INCREASED COAL DEMAND FROM CHINA, FREIGHT TO RESPOND - MIKAL BOE
Indonesian coal suppliers have increased their domestic coal production target by 4.5 percent from a previous 485 million tonnes to a massive 507 m ...
Monday, 01 October 18
SUPRAMAX: A 56,000 DWT FIXED DELIVERY FOR A SURABAYA TRIP WITH REDELIVERY TO WEST COAST INDIA AT $13,500 - THE BALTIC BRIEFING
Capesize
A stop-start market for the big ships with many expectations and few fulfilled. Holidays curtailed trading early in the week, but the ...
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- Bhoruka Overseas - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- PowerSource Philippines DevCo
- Edison Trading Spa - Italy
- Ambuja Cements Ltd - India
- Interocean Group of Companies - India
- Indian Oil Corporation Limited
- Tata Chemicals Ltd - India
- Madhucon Powers Ltd - India
- Siam City Cement PLC, Thailand
- Medco Energi Mining Internasional
- Manunggal Multi Energi - Indonesia
- SMG Consultants - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Chamber of Mines of South Africa
- VISA Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Sical Logistics Limited - India
- Central Electricity Authority - India
- Parry Sugars Refinery, India
- Carbofer General Trading SA - India
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Binh Thuan Hamico - Vietnam
- Independent Power Producers Association of India
- Cement Manufacturers Association - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
- Australian Coal Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jindal Steel & Power Ltd - India
- Orica Mining Services - Indonesia
- Siam City Cement - Thailand
- Maheswari Brothers Coal Limited - India
- Africa Commodities Group - South Africa
- Energy Link Ltd, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Global Coal Blending Company Limited - Australia
- Ministry of Finance - Indonesia
- SMC Global Power, Philippines
- Minerals Council of Australia
- Meralco Power Generation, Philippines
- Ministry of Mines - Canada
- Kaltim Prima Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Grasim Industreis Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Mercator Lines Limited - India
- CIMB Investment Bank - Malaysia
- Jaiprakash Power Ventures ltd
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- Vedanta Resources Plc - India
- Coal and Oil Company - UAE
- MS Steel International - UAE
- IEA Clean Coal Centre - UK
- Gujarat Mineral Development Corp Ltd - India
- Thai Mozambique Logistica
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Standard Chartered Bank - UAE
- Sarangani Energy Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Xindia Steels Limited - India
- Oldendorff Carriers - Singapore
- Krishnapatnam Port Company Ltd. - India
- Iligan Light & Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- Bhatia International Limited - India
- Kartika Selabumi Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Bukit Makmur.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- IHS Mccloskey Coal Group - USA
- Billiton Holdings Pty Ltd - Australia
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Borneo Indobara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Power Finance Corporation Ltd., India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- GMR Energy Limited - India
- European Bulk Services B.V. - Netherlands
- Coastal Gujarat Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Neyveli Lignite Corporation Ltd, - India
- ICICI Bank Limited - India
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Indian Energy Exchange, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indika Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- The Treasury - Australian Government
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Australian Commodity Traders Exchange
- Singapore Mercantile Exchange
- Gujarat Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- Kalimantan Lumbung Energi - Indonesia
- Star Paper Mills Limited - India
- Meenaskhi Energy Private Limited - India
- Aboitiz Power Corporation - Philippines
- New Zealand Coal & Carbon
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- GVK Power & Infra Limited - India
- Lanco Infratech Ltd - India
- Bharathi Cement Corporation - India
- Energy Development Corp, Philippines
- Salva Resources Pvt Ltd - India
- Indonesian Coal Mining Association
- Commonwealth Bank - Australia
- Semirara Mining Corp, Philippines
- Port Waratah Coal Services - Australia
- Larsen & Toubro Limited - India
- PTC India Limited - India
- Goldman Sachs - Singapore
- Indo Tambangraya Megah - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Metalloyd Limited - United Kingdom
- The State Trading Corporation of India Ltd
- McConnell Dowell - Australia
- Anglo American - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Orica Australia Pty. Ltd.
- AsiaOL BioFuels Corp., Philippines
- Romanian Commodities Exchange
- Timah Investasi Mineral - Indoneisa
- Sojitz Corporation - Japan
- Vijayanagar Sugar Pvt Ltd - India
- Deloitte Consulting - India
- Uttam Galva Steels Limited - India
- CNBM International Corporation - China
- Globalindo Alam Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- Leighton Contractors Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Wood Mackenzie - Singapore
- Ceylon Electricity Board - Sri Lanka
- Baramulti Group, Indonesia
- Planning Commission, India
- White Energy Company Limited
- Eastern Energy - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Straits Asia Resources Limited - Singapore
- Antam Resourcindo - Indonesia
- Wilmar Investment Holdings
- Gujarat Sidhee Cement - India
- Economic Council, Georgia
- Altura Mining Limited, Indonesia
- International Coal Ventures Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Miang Besar Coal Terminal - Indonesia
- Central Java Power - Indonesia
- ASAPP Information Group - India
- Ministry of Transport, Egypt
- Riau Bara Harum - Indonesia
- Georgia Ports Authority, United States
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Simpson Spence & Young - Indonesia
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Heidelberg Cement - Germany
- Bangladesh Power Developement Board
- Kideco Jaya Agung - Indonesia
- GAC Shipping (India) Pvt Ltd
- Kumho Petrochemical, South Korea
- Ind-Barath Power Infra Limited - India
- Dalmia Cement Bharat India
- Bukit Baiduri Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- The University of Queensland
- Mintek Dendrill Indonesia
- Bhushan Steel Limited - India
- Thiess Contractors Indonesia
- Petron Corporation, Philippines
- Malabar Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Intertek Mineral Services - Indonesia
- South Luzon Thermal Energy Corporation
- Coalindo Energy - Indonesia
- Parliament of New Zealand
- Posco Energy - South Korea
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Marubeni Corporation - India
- Mjunction Services Limited - India
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