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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
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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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- LBH Netherlands Bv - Netherlands
- VISA Power Limited - India
- Kumho Petrochemical, South Korea
- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Tata Chemicals Ltd - India
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- Altura Mining Limited, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Wilmar Investment Holdings
- Eastern Coal Council - USA
- Petron Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Deloitte Consulting - India
- Madhucon Powers Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Parry Sugars Refinery, India
- The State Trading Corporation of India Ltd
- Mintek Dendrill Indonesia
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Ceylon Electricity Board - Sri Lanka
- Ind-Barath Power Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Barasentosa Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rio Tinto Coal - Australia
- Larsen & Toubro Limited - India
- Pendopo Energi Batubara - Indonesia
- Minerals Council of Australia
- Ministry of Transport, Egypt
- Makarim & Taira - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- The University of Queensland
- PNOC Exploration Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Mjunction Services Limited - India
- Chamber of Mines of South Africa
- SMC Global Power, Philippines
- Power Finance Corporation Ltd., India
- Meenaskhi Energy Private Limited - India
- Essar Steel Hazira Ltd - India
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- Aboitiz Power Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Riau Bara Harum - Indonesia
- Coastal Gujarat Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- International Coal Ventures Pvt Ltd - India
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- CIMB Investment Bank - Malaysia
- Mercuria Energy - Indonesia
- Borneo Indobara - Indonesia
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- PowerSource Philippines DevCo
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Kobexindo Tractors - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Siam City Cement - Thailand
- Indian Energy Exchange, India
- Africa Commodities Group - South Africa
- Savvy Resources Ltd - HongKong
- Sakthi Sugars Limited - India
- Thiess Contractors Indonesia
- Xindia Steels Limited - India
- Carbofer General Trading SA - India
- Romanian Commodities Exchange
- Aditya Birla Group - India
- Jorong Barutama Greston.PT - Indonesia
- Cement Manufacturers Association - India
- Chettinad Cement Corporation Ltd - India
- Electricity Generating Authority of Thailand
- Parliament of New Zealand
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Bangladesh Power Developement Board
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Goldman Sachs - Singapore
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- PTC India Limited - India
- Interocean Group of Companies - India
- Oldendorff Carriers - Singapore
- Cigading International Bulk Terminal - Indonesia
- Lanco Infratech Ltd - India
- Bukit Baiduri Energy - Indonesia
- SMG Consultants - Indonesia
- Binh Thuan Hamico - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Iligan Light & Power Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- New Zealand Coal & Carbon
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- Ministry of Finance - Indonesia
- ICICI Bank Limited - India
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
- Mercator Lines Limited - India
- GAC Shipping (India) Pvt Ltd
- Energy Link Ltd, New Zealand
- Therma Luzon, Inc, Philippines
- Posco Energy - South Korea
- Thai Mozambique Logistica
- Energy Development Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- The Treasury - Australian Government
- Australian Coal Association
- Kideco Jaya Agung - Indonesia
- IEA Clean Coal Centre - UK
- Simpson Spence & Young - Indonesia
- Trasteel International SA, Italy
- Independent Power Producers Association of India
- Economic Council, Georgia
- Indogreen Group - Indonesia
- Ambuja Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Sojitz Corporation - Japan
- Maharashtra Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- Merrill Lynch Commodities Europe
- Singapore Mercantile Exchange
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- Star Paper Mills Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Makmur.PT - Indonesia
- Intertek Mineral Services - Indonesia
- Jaiprakash Power Ventures ltd
- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- Antam Resourcindo - Indonesia
- Bhatia International Limited - India
- Metalloyd Limited - United Kingdom
- Indonesian Coal Mining Association
- Straits Asia Resources Limited - Singapore
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Port Waratah Coal Services - Australia
- Kartika Selabumi Mining - Indonesia
- Coal and Oil Company - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Malabar Cements Ltd - India
- Baramulti Group, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Oil Corporation Limited
- South Luzon Thermal Energy Corporation
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- Global Green Power PLC Corporation, Philippines
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Wood Mackenzie - Singapore
- Indo Tambangraya Megah - Indonesia
- Eastern Energy - Thailand
- Samtan Co., Ltd - South Korea
- Indika Energy - Indonesia
- London Commodity Brokers - England
- Kepco SPC Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Coalindo Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- Gujarat Mineral Development Corp Ltd - India
- CNBM International Corporation - China
- Electricity Authority, New Zealand
- Bharathi Cement Corporation - India
- Bhushan Steel Limited - India
- GVK Power & Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- GMR Energy Limited - India
- Sical Logistics Limited - India
- Vizag Seaport Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Jindal Steel & Power Ltd - India
- ASAPP Information Group - India
- Georgia Ports Authority, United States
- Standard Chartered Bank - UAE
- Kalimantan Lumbung Energi - Indonesia
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