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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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Wednesday, 04 July 18
TANKER MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
2 years tanker briefing in tanker asset prices
The tanker market is undoubtedly passing one of its’ roughest times over the la ...
Tuesday, 03 July 18
COAL, THE SECOND MAIN COMMODITY FOR CAPES, HAS BEEN SHOWING A REMARKABLE RISE IN TRADE VOLUMES IN THE YEAR SO FAR - THOMAS CHASAPIS
Having reached the mid-point in the year, it seems to be a good time to summarize the overall trends noted in the Dry Bulk sector and more specific ...
Tuesday, 03 July 18
SUPRAMAX: A 56,000-DWT WAS FIXED BASIS DELIVERY SINGAPORE TRIP VIA INDONESIA, REDELIVERY CHINA, AT $12,100 - BALTIC BRIEFING
Capesize
The market generally drifted and by mid-week dropped to what some felt was an artificially low level, only to bounce back at the end o ...
Tuesday, 03 July 18
COAL OVERTAKES IRON ORE IN GOVERNMENT FORECASTS AS AUSTRALIA'S LARGEST EXPORT FOR 2018-19 - MINERALS COUNCIL OF AUSTRALIA
Coal is forecast to be Australia’s largest export earner at $58.1 billion in 2018-19 with iron ore exports forecast to earn $57.7 billion in ...
Monday, 02 July 18
THIESS SECURES NEW QCOAL NORTHERN HUB $480M CONTRACT
Thiess has been awarded a new A$480 million contract by QCoal to continue operations at the QCoal Northern Hub located in Queensland’s Bowen ...
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- Karaikal Port Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- London Commodity Brokers - England
- Larsen & Toubro Limited - India
- Banpu Public Company Limited - Thailand
- Siam City Cement PLC, Thailand
- Simpson Spence & Young - Indonesia
- Baramulti Group, Indonesia
- Videocon Industries ltd - India
- Ministry of Mines - Canada
- CNBM International Corporation - China
- Directorate General of MIneral and Coal - Indonesia
- Orica Australia Pty. Ltd.
- Thiess Contractors Indonesia
- Eastern Coal Council - USA
- Edison Trading Spa - Italy
- Gujarat Mineral Development Corp Ltd - India
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- Vedanta Resources Plc - India
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- Attock Cement Pakistan Limited
- Oldendorff Carriers - Singapore
- Tata Chemicals Ltd - India
- Toyota Tsusho Corporation, Japan
- Bhoruka Overseas - Indonesia
- Global Coal Blending Company Limited - Australia
- Planning Commission, India
- GAC Shipping (India) Pvt Ltd
- Kobexindo Tractors - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Bukit Baiduri Energy - Indonesia
- Uttam Galva Steels Limited - India
- Thai Mozambique Logistica
- Malabar Cements Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Dalmia Cement Bharat India
- Pendopo Energi Batubara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Australian Commodity Traders Exchange
- Cigading International Bulk Terminal - Indonesia
- MS Steel International - UAE
- Miang Besar Coal Terminal - Indonesia
- Star Paper Mills Limited - India
- ICICI Bank Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Indo Tambangraya Megah - Indonesia
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Antam Resourcindo - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Lanco Infratech Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- Wilmar Investment Holdings
- Metalloyd Limited - United Kingdom
- Chamber of Mines of South Africa
- Rashtriya Ispat Nigam Limited - India
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- Central Java Power - Indonesia
- Indian Oil Corporation Limited
- Sarangani Energy Corporation, Philippines
- Interocean Group of Companies - India
- McConnell Dowell - Australia
- Kapuas Tunggal Persada - Indonesia
- Holcim Trading Pte Ltd - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Parliament of New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- South Luzon Thermal Energy Corporation
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Bukit Makmur.PT - Indonesia
- The Treasury - Australian Government
- SN Aboitiz Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Aboitiz Power Corporation - Philippines
- Romanian Commodities Exchange
- Coal and Oil Company - UAE
- Cement Manufacturers Association - India
- Asmin Koalindo Tuhup - Indonesia
- Bangladesh Power Developement Board
- Kohat Cement Company Ltd. - Pakistan
- Energy Link Ltd, New Zealand
- International Coal Ventures Pvt Ltd - India
- Georgia Ports Authority, United States
- Rio Tinto Coal - Australia
- Jindal Steel & Power Ltd - India
- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Minerals Council of Australia
- Kaltim Prima Coal - Indonesia
- Renaissance Capital - South Africa
- Siam City Cement - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Independent Power Producers Association of India
- Meralco Power Generation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- AsiaOL BioFuels Corp., Philippines
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- GVK Power & Infra Limited - India
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- Makarim & Taira - Indonesia
- Heidelberg Cement - Germany
- Therma Luzon, Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Sindya Power Generating Company Private Ltd
- Coalindo Energy - Indonesia
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Carbofer General Trading SA - India
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- Global Business Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- ASAPP Information Group - India
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- Kumho Petrochemical, South Korea
- PNOC Exploration Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- India Bulls Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Posco Energy - South Korea
- Manunggal Multi Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Bharathi Cement Corporation - India
- Parry Sugars Refinery, India
- Energy Development Corp, Philippines
- Goldman Sachs - Singapore
- Commonwealth Bank - Australia
- CIMB Investment Bank - Malaysia
- PTC India Limited - India
- Trasteel International SA, Italy
- Jorong Barutama Greston.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Riau Bara Harum - Indonesia
- PowerSource Philippines DevCo
- Marubeni Corporation - India
- Merrill Lynch Commodities Europe
- Deloitte Consulting - India
- Gujarat Sidhee Cement - India
- Kideco Jaya Agung - Indonesia
- Xindia Steels Limited - India
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- Central Electricity Authority - India
- Leighton Contractors Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Bhatia International Limited - India
- Australian Coal Association
- Maheswari Brothers Coal Limited - India
- Eastern Energy - Thailand
- Grasim Industreis Ltd - India
- Singapore Mercantile Exchange
- Semirara Mining Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Aditya Birla Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- GMR Energy Limited - India
- VISA Power Limited - India
- Ambuja Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sical Logistics Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- San Jose City I Power Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bhushan Steel Limited - India
- Anglo American - United Kingdom
- Indogreen Group - Indonesia
- Bayan Resources Tbk. - Indonesia
- Samtan Co., Ltd - South Korea
- Mercuria Energy - Indonesia
- Tamil Nadu electricity Board
- Borneo Indobara - Indonesia
- Ministry of Transport, Egypt
- Sojitz Corporation - Japan
- Mercator Lines Limited - India
- Medco Energi Mining Internasional
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- SMC Global Power, Philippines
- Bulk Trading Sa - Switzerland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coastal Gujarat Power Limited - India
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