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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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Thursday, 13 September 18
SUPRAMAX: INDO-INDIA COAL RUN WAS FIXED CLOSE TO $16000 ON ULTRA - FEARNLEYS
Capesize
Rates took a further drop in the beginning of the week, to later find a floor around mid-week reaching mid USD 7 level for c5 and just ...
Thursday, 13 September 18
SHIPPING IS INCREASINGLY CAUGHT IN THE TRADE WAR LINE OF CROSSFIRE - PETER SAND
Once again, the already long list of tariffed goods has been made even longer. Many more commodities were hit on 23 August, but September is likely ...
Wednesday, 12 September 18
THE INTERRELATIONSHIP BETWEEN LETTERS OF INDEMNITY AND CHARTERPARTY "TIME BAR" PROVISIONS - STANDARD CLUB
KNOWLEDGE TO ELEVATE
Introduction
A recent English Court of Appeal decision provides important guidance on the applicability of charterpar ...
Wednesday, 12 September 18
IS LNG POISED FOR A NEW GROWTH CYCLE? - WOOD MACKENZIE
Gas needs to work for its long-term sustainability. But the mood music is upbeat. Just 18 months ago the LNG market was depressed, anticipating an ...
Wednesday, 12 September 18
U.S. TOTAL COAL EXPORTS TO BE 107 MMST IN 2018 AND 101 MMST IN 2019 - EIA
EIA forecasts U.S. coal production will decline by 1% to 768 million short tons (MMst) in 2018, despite a 10% (10 MMst) increase in coal exports.
...
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Showing 1621 to 1625 news of total 6871 |
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- Bulk Trading Sa - Switzerland
- Karbindo Abesyapradhi - Indoneisa
- Medco Energi Mining Internasional
- Altura Mining Limited, Indonesia
- Indonesian Coal Mining Association
- Maharashtra Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Indogreen Group - Indonesia
- Australian Coal Association
- Bhoruka Overseas - Indonesia
- Iligan Light & Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Chamber of Mines of South Africa
- VISA Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Sakthi Sugars Limited - India
- Dalmia Cement Bharat India
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- ASAPP Information Group - India
- Gujarat Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- London Commodity Brokers - England
- Global Business Power Corporation, Philippines
- Indika Energy - Indonesia
- McConnell Dowell - Australia
- SMC Global Power, Philippines
- Deloitte Consulting - India
- Globalindo Alam Lestari - Indonesia
- Barasentosa Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Sojitz Corporation - Japan
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Meenaskhi Energy Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Gujarat Sidhee Cement - India
- Merrill Lynch Commodities Europe
- Holcim Trading Pte Ltd - Singapore
- Standard Chartered Bank - UAE
- Madhucon Powers Ltd - India
- Heidelberg Cement - Germany
- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Timah Investasi Mineral - Indoneisa
- Eastern Energy - Thailand
- Bhatia International Limited - India
- Salva Resources Pvt Ltd - India
- MS Steel International - UAE
- Kobexindo Tractors - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Binh Thuan Hamico - Vietnam
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Transport, Egypt
- Savvy Resources Ltd - HongKong
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Ambuja Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Meralco Power Generation, Philippines
- Kaltim Prima Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Siam City Cement PLC, Thailand
- Sinarmas Energy and Mining - Indonesia
- The Treasury - Australian Government
- Samtan Co., Ltd - South Korea
- Intertek Mineral Services - Indonesia
- Malabar Cements Ltd - India
- India Bulls Power Limited - India
- IHS Mccloskey Coal Group - USA
- Neyveli Lignite Corporation Ltd, - India
- ICICI Bank Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- Sical Logistics Limited - India
- Parry Sugars Refinery, India
- International Coal Ventures Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- AsiaOL BioFuels Corp., Philippines
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- Indo Tambangraya Megah - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Miang Besar Coal Terminal - Indonesia
- Xindia Steels Limited - India
- Romanian Commodities Exchange
- Price Waterhouse Coopers - Russia
- Electricity Generating Authority of Thailand
- Eastern Coal Council - USA
- Wilmar Investment Holdings
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Port Waratah Coal Services - Australia
- The University of Queensland
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Power Finance Corporation Ltd., India
- Goldman Sachs - Singapore
- Star Paper Mills Limited - India
- Riau Bara Harum - Indonesia
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- Indian Oil Corporation Limited
- GVK Power & Infra Limited - India
- Sarangani Energy Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Marubeni Corporation - India
- Therma Luzon, Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Formosa Plastics Group - Taiwan
- Central Electricity Authority - India
- Economic Council, Georgia
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- Tata Chemicals Ltd - India
- Bangladesh Power Developement Board
- Directorate Of Revenue Intelligence - India
- Kartika Selabumi Mining - Indonesia
- Makarim & Taira - Indonesia
- San Jose City I Power Corp, Philippines
- Siam City Cement - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- White Energy Company Limited
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- Videocon Industries ltd - India
- GMR Energy Limited - India
- Georgia Ports Authority, United States
- Bukit Makmur.PT - Indonesia
- Bhushan Steel Limited - India
- CNBM International Corporation - China
- Grasim Industreis Ltd - India
- Bharathi Cement Corporation - India
- Larsen & Toubro Limited - India
- Jindal Steel & Power Ltd - India
- Bukit Baiduri Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Thiess Contractors Indonesia
- Coalindo Energy - Indonesia
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Orica Mining Services - Indonesia
- Uttam Galva Steels Limited - India
- Central Java Power - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- TeaM Sual Corporation - Philippines
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PTC India Limited - India
- Sree Jayajothi Cements Limited - India
- Simpson Spence & Young - Indonesia
- New Zealand Coal & Carbon
- PowerSource Philippines DevCo
- Oldendorff Carriers - Singapore
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- Trasteel International SA, Italy
- Metalloyd Limited - United Kingdom
- Carbofer General Trading SA - India
- Posco Energy - South Korea
- Electricity Authority, New Zealand
- Global Green Power PLC Corporation, Philippines
- Mjunction Services Limited - India
- Rio Tinto Coal - Australia
- Jorong Barutama Greston.PT - Indonesia
- Baramulti Group, Indonesia
- Straits Asia Resources Limited - Singapore
- Kideco Jaya Agung - Indonesia
- Mercuria Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Ministry of Finance - Indonesia
- Agrawal Coal Company - India
- Thai Mozambique Logistica
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Planning Commission, India
- Alfred C Toepfer International GmbH - Germany
- SMG Consultants - Indonesia
- Mintek Dendrill Indonesia
- Toyota Tsusho Corporation, Japan
- Ministry of Mines - Canada
- Jaiprakash Power Ventures ltd
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- PNOC Exploration Corporation - Philippines
- Energy Link Ltd, New Zealand
- Coastal Gujarat Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Latin American Coal - Colombia
- Maheswari Brothers Coal Limited - India
- Australian Commodity Traders Exchange
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