We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
|
|
Tuesday, 10 July 18
SHIPPING MARKET ANALYSIS - GEORGE LAZARIDIS
The trade dispute saga continued over the past week, as new tariffs were put into force on Friday in both the U.S. and China and have already taken ...
Tuesday, 10 July 18
SUPPORTING SULPHUR 2020 CONSISTENT IMPLEMENTATION - IMO
An IMO working group is meeting (9-13 July) to develop guidelines to support the consistent implementation of the 0.50% limit for the sulphur conte ...
Monday, 09 July 18
RISING COAL PRICES LIFTING AUSTRALIA'S EXPORT REVENUES BUT INVESTORS STAYING AWAY - NEWCASTLE HERALD
Newcastle coal prices have risen more than 40 per cent in a year to be at their highest levels for seven years but the industry is becoming increas ...
Saturday, 07 July 18
SUPRAMAX: THE ASIAN MARKET STRUGGLED; A 57K-DWT WAS REPORTED FIXED BASIS DELIVERY SINGAPORE FOR A TRIP VIA INDONESIA REDELIVERY INDIA AT $12K
Capesize
A punchy week for the big ships that saw Atlantic rates soar, with the tonnage list tight prompting charterers to split cargoes, thoug ...
Friday, 06 July 18
COAL PRICES HAVE REMAINED STRONG BUT ARE SET TO DECLINE - NAB
Coal spot prices have been highly volatile in recent years, with an upward trend since recent lows in April 2018, National Australia Bank says in i ...
|
|
|
Showing 1671 to 1675 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Savvy Resources Ltd - HongKong
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Kohat Cement Company Ltd. - Pakistan
- Meenaskhi Energy Private Limited - India
- SMC Global Power, Philippines
- Energy Development Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Gujarat Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- Global Green Power PLC Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Directorate General of MIneral and Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Planning Commission, India
- Holcim Trading Pte Ltd - Singapore
- Riau Bara Harum - Indonesia
- Straits Asia Resources Limited - Singapore
- New Zealand Coal & Carbon
- ASAPP Information Group - India
- Medco Energi Mining Internasional
- Altura Mining Limited, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Latin American Coal - Colombia
- Kapuas Tunggal Persada - Indonesia
- Makarim & Taira - Indonesia
- Meralco Power Generation, Philippines
- Interocean Group of Companies - India
- Asmin Koalindo Tuhup - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SN Aboitiz Power Inc, Philippines
- Australian Coal Association
- Electricity Authority, New Zealand
- VISA Power Limited - India
- Sarangani Energy Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Star Paper Mills Limited - India
- Vizag Seaport Private Limited - India
- Madhucon Powers Ltd - India
- Bhoruka Overseas - Indonesia
- Manunggal Multi Energi - Indonesia
- Energy Link Ltd, New Zealand
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Minerals Council of Australia
- MS Steel International - UAE
- Dalmia Cement Bharat India
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
- Videocon Industries ltd - India
- Bayan Resources Tbk. - Indonesia
- Economic Council, Georgia
- Aditya Birla Group - India
- Karbindo Abesyapradhi - Indoneisa
- Merrill Lynch Commodities Europe
- Indika Energy - Indonesia
- Anglo American - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Thai Mozambique Logistica
- Kideco Jaya Agung - Indonesia
- Ind-Barath Power Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- Gujarat Sidhee Cement - India
- White Energy Company Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- IEA Clean Coal Centre - UK
- Eastern Energy - Thailand
- Renaissance Capital - South Africa
- Siam City Cement - Thailand
- Bharathi Cement Corporation - India
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Intertek Mineral Services - Indonesia
- Toyota Tsusho Corporation, Japan
- SMG Consultants - Indonesia
- Ministry of Transport, Egypt
- Baramulti Group, Indonesia
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- The University of Queensland
- Malabar Cements Ltd - India
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- Banpu Public Company Limited - Thailand
- Eastern Coal Council - USA
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Salva Resources Pvt Ltd - India
- Posco Energy - South Korea
- Sinarmas Energy and Mining - Indonesia
- Power Finance Corporation Ltd., India
- The Treasury - Australian Government
- Rio Tinto Coal - Australia
- Kobexindo Tractors - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Samtan Co., Ltd - South Korea
- Trasteel International SA, Italy
- Coalindo Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Chamber of Mines of South Africa
- Wood Mackenzie - Singapore
- Agrawal Coal Company - India
- PNOC Exploration Corporation - Philippines
- Bangladesh Power Developement Board
- TeaM Sual Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Indian Oil Corporation Limited
- OPG Power Generation Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Indo Tambangraya Megah - Indonesia
- Standard Chartered Bank - UAE
- Semirara Mining Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- Parry Sugars Refinery, India
- Essar Steel Hazira Ltd - India
- Bhushan Steel Limited - India
- GMR Energy Limited - India
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- Global Coal Blending Company Limited - Australia
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Kumho Petrochemical, South Korea
- Independent Power Producers Association of India
- Cement Manufacturers Association - India
- Australian Commodity Traders Exchange
- Marubeni Corporation - India
- Mercator Lines Limited - India
- Bukit Baiduri Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Coastal Gujarat Power Limited - India
- Orica Australia Pty. Ltd.
- ICICI Bank Limited - India
- Jorong Barutama Greston.PT - Indonesia
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Indogreen Group - Indonesia
- Central Electricity Authority - India
- Port Waratah Coal Services - Australia
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Bukit Makmur.PT - Indonesia
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- Timah Investasi Mineral - Indoneisa
- Jindal Steel & Power Ltd - India
- Semirara Mining and Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Therma Luzon, Inc, Philippines
- Singapore Mercantile Exchange
- Central Java Power - Indonesia
- Alfred C Toepfer International GmbH - Germany
- PTC India Limited - India
- Parliament of New Zealand
- Kartika Selabumi Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- Grasim Industreis Ltd - India
- GVK Power & Infra Limited - India
- CIMB Investment Bank - Malaysia
- Sakthi Sugars Limited - India
- Lanco Infratech Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Maharashtra Electricity Regulatory Commission - India
- Barasentosa Lestari - Indonesia
- Goldman Sachs - Singapore
- Aboitiz Power Corporation - Philippines
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Larsen & Toubro Limited - India
- Sical Logistics Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- Indian Energy Exchange, India
- Borneo Indobara - Indonesia
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- Formosa Plastics Group - Taiwan
- Coal and Oil Company - UAE
- LBH Netherlands Bv - Netherlands
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Georgia Ports Authority, United States
- Tata Chemicals Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- Ministry of Mines - Canada
|
| |
| |
|
