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