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