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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, 25 April 18
TANKER MARKET INSIGHT - THEODOROS NTALAKOS
We had the opportunity to be part of Intertanko's Hellenic Mediterranean Panel last week in the SNFCC and to present an outlook on the tanker f ...
Tuesday, 24 April 18
IMPORTING INDONESIAN COAL MAKES SENSE FOR INDIAN COASTAL PLANTS EVEN WHEN IT IS COSTLIER THAN INDIAN - ECONOMIC TIMES
Rising Indonesian coal production and lower Chinese demand have pulled down Indonesian coal prices by 22% over the last 45 days, a trend that augur ...
Tuesday, 24 April 18
IMO AIMS TO HALVE GLOBAL SHIPPING EMISSIONS - BUT WHAT WILL IT COST? - WOOD MACKENZIE
Global bunker fuel costs could rise by up to US$60 billion annually from 2020, in a full compliance scenario, when the International Maritim ...
Tuesday, 24 April 18
TWO 56K-DWT OPEN HONG KONG AND SINGAPORE WERE FIXED FOR INDONESIA COAL TRIPS TO CHINA, AT $9,500 AND $11,000 RESPECTIVELY - BALTIC BRIEFING
Capesize
This week has seen the Cape 5 timecharter weighted average almost double. Similarly, the Brazil to China ore rates climbed over $4.50, f ...
Wednesday, 18 April 18
SHIPPING MARKET INSIGHT - STELIOS KOLLINTZAS
The return of traders and charterers from the Easter festivities came along with a slight increase in activity across the edible oil markets. Howev ...
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Showing 1736 to 1740 news of total 6871 |
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- Bharathi Cement Corporation - India
- Tata Chemicals Ltd - India
- Globalindo Alam Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Cement Manufacturers Association - India
- The University of Queensland
- Timah Investasi Mineral - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- GAC Shipping (India) Pvt Ltd
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- New Zealand Coal & Carbon
- Parry Sugars Refinery, India
- Jorong Barutama Greston.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- Eastern Energy - Thailand
- Economic Council, Georgia
- Global Green Power PLC Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- Orica Australia Pty. Ltd.
- CNBM International Corporation - China
- Ambuja Cements Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CIMB Investment Bank - Malaysia
- Goldman Sachs - Singapore
- Bukit Makmur.PT - Indonesia
- SMC Global Power, Philippines
- SMG Consultants - Indonesia
- VISA Power Limited - India
- Marubeni Corporation - India
- MS Steel International - UAE
- Oldendorff Carriers - Singapore
- Videocon Industries ltd - India
- Madhucon Powers Ltd - India
- Merrill Lynch Commodities Europe
- Sojitz Corporation - Japan
- Australian Commodity Traders Exchange
- Alfred C Toepfer International GmbH - Germany
- Simpson Spence & Young - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Toyota Tsusho Corporation, Japan
- Petron Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kaltim Prima Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Baiduri Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Vedanta Resources Plc - India
- Maheswari Brothers Coal Limited - India
- Global Coal Blending Company Limited - Australia
- Miang Besar Coal Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- Siam City Cement - Thailand
- Vizag Seaport Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- Formosa Plastics Group - Taiwan
- Straits Asia Resources Limited - Singapore
- Parliament of New Zealand
- TeaM Sual Corporation - Philippines
- Uttam Galva Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Wood Mackenzie - Singapore
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- Meralco Power Generation, Philippines
- Aboitiz Power Corporation - Philippines
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Kumho Petrochemical, South Korea
- Jaiprakash Power Ventures ltd
- Minerals Council of Australia
- Thiess Contractors Indonesia
- Dalmia Cement Bharat India
- Directorate General of MIneral and Coal - Indonesia
- Australian Coal Association
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Deloitte Consulting - India
- Bahari Cakrawala Sebuku - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- Ceylon Electricity Board - Sri Lanka
- Sarangani Energy Corporation, Philippines
- Georgia Ports Authority, United States
- Indo Tambangraya Megah - Indonesia
- Africa Commodities Group - South Africa
- Makarim & Taira - Indonesia
- Bhoruka Overseas - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bhatia International Limited - India
- Bulk Trading Sa - Switzerland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Anglo American - United Kingdom
- Samtan Co., Ltd - South Korea
- ICICI Bank Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Mercuria Energy - Indonesia
- Medco Energi Mining Internasional
- Global Business Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Indika Energy - Indonesia
- Tamil Nadu electricity Board
- Gujarat Mineral Development Corp Ltd - India
- Price Waterhouse Coopers - Russia
- Metalloyd Limited - United Kingdom
- Mjunction Services Limited - India
- Bangladesh Power Developement Board
- Planning Commission, India
- Sical Logistics Limited - India
- Leighton Contractors Pty Ltd - Australia
- Larsen & Toubro Limited - India
- International Coal Ventures Pvt Ltd - India
- India Bulls Power Limited - India
- PTC India Limited - India
- McConnell Dowell - Australia
- Coastal Gujarat Power Limited - India
- Indian Oil Corporation Limited
- Lanco Infratech Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Sree Jayajothi Cements Limited - India
- Ind-Barath Power Infra Limited - India
- Coal and Oil Company - UAE
- The State Trading Corporation of India Ltd
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- Coalindo Energy - Indonesia
- ASAPP Information Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Edison Trading Spa - Italy
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- Independent Power Producers Association of India
- South Luzon Thermal Energy Corporation
- Kobexindo Tractors - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Romanian Commodities Exchange
- San Jose City I Power Corp, Philippines
- Star Paper Mills Limited - India
- Riau Bara Harum - Indonesia
- Bayan Resources Tbk. - Indonesia
- London Commodity Brokers - England
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Rio Tinto Coal - Australia
- Semirara Mining Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Indian Energy Exchange, India
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- Antam Resourcindo - Indonesia
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- Kartika Selabumi Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Posco Energy - South Korea
- Attock Cement Pakistan Limited
- Energy Development Corp, Philippines
- Mercator Lines Limited - India
- Borneo Indobara - Indonesia
- PNOC Exploration Corporation - Philippines
- PowerSource Philippines DevCo
- AsiaOL BioFuels Corp., Philippines
- Interocean Group of Companies - India
- Kapuas Tunggal Persada - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Sidhee Cement - India
- Kepco SPC Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- Mintek Dendrill Indonesia
- Energy Link Ltd, New Zealand
- Commonwealth Bank - Australia
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- Chettinad Cement Corporation Ltd - India
- Ministry of Mines - Canada
- Savvy Resources Ltd - HongKong
- Latin American Coal - Colombia
- Bhushan Steel Limited - India
- Sindya Power Generating Company Private Ltd
- White Energy Company Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pendopo Energi Batubara - Indonesia
- Barasentosa Lestari - Indonesia
- Ministry of Transport, Egypt
- Meenaskhi Energy Private Limited - India
- Sakthi Sugars Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- IEA Clean Coal Centre - UK
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- Indogreen Group - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Grasim Industreis Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
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