Gas demand in India seems to be getting more uncertain as we go along, stymieing efforts by all kinds of analysts to come to a realistic assessment. 8Those setting up gas infrastructure, including LNG terminals, must take note of the latest analysis. 8For reference purposes the website carries here wide varying demand estimates made by research agencies 8The truth however lies somewhere in between Click on Reports for more
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Currently available software packages for wind farms siting take into consideration only wind power, cost and potential energy production but they do not give users the capability to simultaneously evaluate various candidate sites; instead, the users have to pre-select a site and then analyze the data. 8Nevertheless, this procedure is complex and several factors must be considered (environmental, socio-economic, spatial planning, among others) and a software that would analyze critical data and compare the candidate sites would contribute remarkably to optimal offshore windfarms siting. 8The details are carried here of a methodology for the optimum siting of offshore windfarms through a dynamic comparison methodology that will be implemented through a web-based GIS software. 8The whole process could be briefly depicted by the following steps: exclude sites that do not fulfil the criteria, asses the candidate sites through an analytical hierarchical process, form energy scenarios for every candidate site and then select the optimum. Click on Reports for more.
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China's waste to energy business is much bigger than India's. 8One of the reasons being they started early 8Find out more on how the business has progressed over the last 20 years. 8Where is it going from now on? Advances are being made in pre-treatment technology as well as in all kinds of waste treatments 8What are the lessons for India from the Chinese experience? 8Chinese companies are looking at India for business opportunities 8Will tying up with them make for better business sense? Click on Reports for more
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Find out more on how recommendation to compensate power generation companies (GENCOs) with 85-100kcal/kg of coal for pithead stations and 105-120kcal/kg of coal for non-pithead stations towards practical loss of GCV during storage and handing between “as received’ and “as fired” will have positive implications for companies The compensation can be given for the following reasons: 8Effect of moisture in GCV of coal sample taken from wagon top. 8Loss in GCV during coal storage inside power plant. 8Reduction in GCV during handling inside power plant. By how much could earnings go up? Click on Reports for more
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Get the latest update on the following policy guidelines on the coal sector involving the following topics: 8Closure of pending allocations for LOAs 8Signing of FSAs with pending LPA holders 8Coal supply to those units which could not be commissioned by March, 2015 8Eligbility to draw coal for medium term PPAs 8Linkage to state and central sector units 8IPP linkages based on domestic coal 8Linkages to IPPs without PPAs 8Earmarking linkages to states for fresh PPAs, group of states or IPPs based on imported coal Click on Reports for more
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What's going on with the Adani Group's plans to install 10,000 MW of renewable power capacity by 2022. 8Have new developments in the sector slowed down the pace? 8Adanis have invested in a 40 MW solar power plant in Bitta (Gujarat) marking its foray into the renewable energy sector (December 2011). 8Adani's' 648 MW solar power plant in Tamil Nadu was the largest single location solar power plant in the world, when commissioned in September 2016. 8In 2015, Adanis signed a MoU with the Rajasthan state government for the development of a single industrial park with land and grid capacity for 10,000 MW of solar projects. By the end of 2018, this industrial park is expected to have more than 2000 MW of solar operational, making it the largest solar project under development in the world. 8Adanis has also forayed into wind power and has commissioned 12 MW of Wind Power in Madhya Pradesh by March 31, 2016. Incremental 100 MW of wind power projects are under various stages of construction in high wind states of Andhra Pradesh and Rajasthan. Click on Reports for more
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Find out why a leading research agency claims that India at least one decade away from setting up offshore wind energy projects 8Cost economics show that offshore wind will emerge as a new cost competitive source of electricity generation for India by 2025. 8Providing grid diversification is a key advantage of offshore wind, as are its absence of land requirements and its proximity to heavily populated coastal cities. 8While it is somewhat uncertain as to when Indian deployments might begin, global offshore costs continue to fall quickly. In September 2017, the U.K. government awarded three offshore wind projects totaling 3.2 GW with strike prices going as low as £57.50/MWh for projects scheduled for commissioning in 2022/23. 8Meanwhile, even though wind energy prices are in free fall now, there are expectations of a renewed cycle of capacity creation in India from next year. Click on Reports to know how this is going to happen
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There is no running away from the fact that existing operating solar projects are being pressured via lost revenues from extended grid curtailments into accepting new, repriced PPAs in return for better protection and certainty on grid dispatch. 8This follows the reneging by certain state governments on their now-expensive renewable energy contracts previously agreed to. 8August 2017 saw the MNRE detail much-needed new guidelines for solar tenders to improve bankability and reduce sovereign counterparty risks. 8But that does not seem to be helping. Click on Reports to know more
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Is there then further scope for a fall in prices of renewable energy? 8The answer seems to be a "yes". 8Mexico’s latest solar tender of November 2017 of just US$18 per megawatt hour (MWh) and Chile at just US$18/MWh (both down 50% since the start of 2016) shows there is still significant downward scope for renewables pricing longer term. Click on Reports for more
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Electricity demand in India is expected to double over the coming decade, and how this electricity will be generated is critically important for both India and the world. 8An extensive electricity sector model playing out to 2027 carried here shows that growing electricity needs via increasingly cost-competitive renewable energy resources and numerous energy efficiency measures, while at the same time keeping its coal use in check, at perhaps no more than 10% above current levels. 8This is going to happen even as electricity demand doubles over this 10 year period. 8This model by the world's most acclaimed research agency is sharply in contrast to the the International Energy Agency (IEA) forecast of India’s coal consumption doubling by 2040. 8While renewable energy installations are expected to surge, the forecast now is that net thermal power capacity additions are likely to contract to below 5 GW annually over the coming decade, held in check by the retirement of highly polluting, end-of-life subcritical coal-fired power plants. 8India’s target to all but cease thermal coal imports by the end of this decade is now the logical economic outcome, especially since plants using expensive imported coal are increasingly the high-cost dispatch option. 8As the second largest importer of thermal coal globally, this is a materially adverse development for thermal coal-export nations. Click on Reports for more
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8Project Name: Greenfield Hydroelectric Power Station 8Project Cost: Rs 800 crore 8Project Description: The owner along with an EIA consultant is carrying out the DPR activities for scoping the environment clearance for a 72 MW (3*24 MW) greenfield hydroelectric power plant. TOR has been accorded on 6 September 2017. Baseline data for three seasons has been collected. Currently the detailed project report is under CEA for techno-economic clearance. The company is expected to express a requirement for an EPC contractor soon. 8Project Event: RFQ for an EPC contractor is expected by Q2 2018. 8Expenditure Approval: Q2:2017 8RFQ Date: Q2:2018 8Release Date: Q3:2018 8Start Date: Q1:2019 8Completion Date: Q3:2024 Click here for more information 8Project Name: Thermal Power Station - FGD Addition 8Project Cost: Rs 1000 crore 8Project Description: The developer is scheduled to install an FGD for a 1500 MW (3*500 MW) and retrofitting the ESP for a 840 MW (4*210 MW) at it's 2340 MW (4*210 MW + 3*500 MW) thermal power plant. The company is expected to float tenders for the same. At present, feasibility studies are ongoing by the owner. The project start date is slated for late 2022. RFQ for supply of FGD is expected to be out by Q4 of 2018. The major requirements will be FGD, stacker and reclaimer, earthwork, cranes, pipes, installation, gypsum disposal, wet lime among others. 8Project Event: RFQ for supply of FGD and retrofitting of ESP are expected to be out by the Q4 2018. 8Expenditure Approval: Q3:2016 8RFQ Date: Q4:2018 8Release Date: Q1:2019 8Start Date: Q4:2022 8Completion Date: Q2:2024 Click here for more informationDetails
8It is clear that fossil fuels will have a continued role to play in the energy system for decades to come, but the pace at which its significance is diminishing seems to be accelerating. Who can tell how much faster this will get? The answer will depend on policy decisions and consumer choices, which in the future will shape the energy system to an unprecedented degree. Policy will need to be resilient to the possibility of as yet unforeseen user preferences and behaviours. Find out more on what this line of analysis eventually wants to conclude. Click on Reports for more 8Find out more on Pace Power Systems Private Limited (PPSPL) and its subsidiaries, Pace Renewable Energies Pvt Ltd (PREPL) and Lineage Power Pvt Ltd (LPPL). Click on Reports for more 8Setting up new T&D networks come with their environmental footprint. The website carries here a detailed analysis of a state-wide 400 kV, 220 kV, and 132 kV transmission netowrk -- involving around 1800 cercuit-km along with associated substations and feeder bays -- and the environmental permissions and challenges they entail, particularly on the ROW and farmer compensation front. Click on Reports for more 8Find out more on how Tata Power is involved in a Tactical Communication System and a Battlefield Management System project of the Indian government. Click on Reports for more 8Get this five year global outlook on where the investment hotspots are around the world and in which segments.Click on Reports for more details 8Find out how far are NTPC's various power plants from coal mines and how does it make a difference Click on Reports for more 8Find out more on a Japanese energy saving programme that helps save energy through an employee led proactive process. Click on Reports for more details 8Power Mech Projects Ltd is a large power sector equipment and service provider, with a big footprint on the O&M space. Find out more on the company and how it goes about doing its business. Click on Reports for more 8Want to know more about how e-mobility and charging infrastructure in going to pan out in India? Click on Reports for more 8With the power sector now in transition, BHEL is looking at other business segments which have high growth potential. Levitation Based Train System is an area it seems to be interested in. Click on Reports for more 8What were the key drivers behind the upgrade of India by Moody's. upgrade. And what are the implications of such an upgrade for companies connected to the power sector. Why have Indian power companies to Stable from Positive? Click on Reports for more 8California is at the forefront of the newable energy revolution. Find out more on the pathway that this Amercian state has carved for itself to travel to 2030. Is it possible for an Indian state to imitate such progress? Regulators there claim that current codes and standards are based on the 20th century power-generation supply framework dominated by fossil fuels and a lot of changes are needed. Click on Reports for more 8A lot of procedural changes have been made in the latest notification relating to coal stocking norms for power plants. Click on Reports for more 8India is developing two 100 kW floating solar plants, one by the Surat Municipal Corp. in Gopi Talav and one by NTPC Ltd in Kerala.24 These projects will boost floating-solar expertise in India, but they still pale in comparison to current Chinese projects, which include an operational 40-MW unit and an 80-MW facility now under construction. Click on Reports for more 8Find out more on how a majority of the US$200-300bn likely to be invested in India’s renewable capacity additions over the coming decade will be supported by overseas capital. Click on Reports for more 8It is now estimated that 8.5 GW of new coal-fired power plants will be commissioned annually over FY2017-FY2020, but assuming 2.9 GW of annual end-of-life coal plant closures, this means India is likely to see net capacity expansions across the coal-fired power sector of just 6.1 GW annually. This is a dramatic two-thirds reduction from the rate of 20 GW annually from FY2013-FY2016. Click on Reports for more
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For reference purposes the website carries here the following tenders: 8Tender for Supply and installation of Monopole for 400 Kv Line due to Height raising, and including supply of fittings & accessories and Dismentling of Existing Towers on Turnkey Basis Details 8Tender for supplying,testing,installing & commissioning of 12km 1.1KV LT ABC of size 3C×95+1×16(Street Light)+1×70(Insulated messenger) sqmm. on Proposed poles under IPDS Project on turnkey basis Details 8Tender for Manufacturing, stacking, curing & Testing of 57,000 No. 9 M Long & 3,000 No. 11 M Long Pre-stressed concrete (PCC) Poles Details 8Tender for Construction of 2x40 MVA, 132/33KV GIS Substation Farah with SAS on turn-key basis including supply,erection,testing &commissioning of all equipments/materials and all civil works Details 8Tender for Construction of 0.25 Km 110 Kv Double Circuit line using ACSR Wolf conductor Details You can also click on Tenders for more. For reference purposes the website carries here the following Newsclips: 8Risks in Regulated Thermal Power Plants - Lower Competitive Positioning Than Renewables Details 8Andhra Pradesh to start buying solar power from Kadapa plant Details 8Coal-based power plants can pass on retrofit cost: Power Secretary Details 8Over 330,000 new jobs to be on offer in India’s renewable energy sector Details 8India added 2,247 MW solar power capacity in Jul-Sep 2017 Details 8India plans to fast-track hydro power projects in Kashmir region Details 8Power Grid sees $25 billion up for grabs on Modi's power plan Details 8Railways’ plan to expand electrification could power the Street too Details You can also click on Newsclips for moreDetails
8Project Name: Greenfield Super Thermal Power Station 8Project Cost: Rs 9000 crore 8Project Description: The owner is planning to construct a 1320 MW (2*660 MW) super-critical super thermal power plant. Whether requirement for major electrical and mechanical items will be in the form of EPC contract or individual package, was under consideration, but currently the owner has decided to come out with package-wise contracts for civil, BTG, BOP and FGD. Currently, the owner is going through the preparation of NIT for the civil works package. Start-up is slated for Q2 2018. 8Project Event: RFQs for civil work and transportation services are expected in Q1 2018. 8Expenditure Approval: Q3:2017 8RFQ Date: Q1:2018 8Release Date: Q2:2018 8Start Date: Q2:2018 8Completion Date: Q2:2023 Click here for more information 8Project Name: Thermal Power Station - FGD Addition 8Project Cost: Rs 800 crore 8Project Description: The owner is scheduled to install an FGD while also retrofitting an ESP for a 1000 MW (4*250 MW) thermal power plant. The company is expected to float tenders for the same. At present, site survey activities are ongoing. The project is expected to kick off in late 2022. RFQ for supply of FGD is expected to be out by Q2 of 2019. The major requirements will be FGD, stacker and reclaimer, earthwork, cranes, pipes, installation, gypsum disposal, wet lime among others. 8Project Event: RFQ for supply of FGD and retrofitting of ESP are expected to be out by the Q2 2019. 8Expenditure Approval: Q3:2016 8RFQ Date: Q2:2019 8Release Date: Q3:2019 8Start Date: Q4:2022 8Completion Date: Q2:2024 Click here for more informationDetails
For reference purposes the website carries here the following tenders: 8Tender for work of Conducting detailed survey, profile plotting, providing foundations, manufacturing, supply and Erection of towers, stringing of 3 nos. Zebra conductor and 1 no. OPGW, testing and commissioning 230 kV SC line on DC towers under total turnkey contract. Details 8Tender for Supply, Erection, Testing & Commissioning of 1 No. 220 kV Feeder Bay with associated equipments including Civil works at 220/33 kV Sub-Station & Other Associated works Details 8Tender for Design,Engineering,Supply,Erection,Testing & Commissioning of 220kV and 33kV Control and Relay Panels alongwith allied equipment in new Control Room Building at 220/33kV S/S on turnkey basis Details 8Tender for supply of 220 KV Transmission line Arrester with disconnector & surge counters for Transmission lines Details 8Tender for supplying,testing,installing & commissioning of 21.5 km HT ABC cable of size 3×150+1×120 sqmm on Existing poles on turnkey basis in IPDS Scheme Details You can also click on Tenders for more. For reference purposes the website carries here the following Newsclips: 8IndiGrid adds three assets to InvIT Details 8Low bidding slows wind, solar capacity addition Details 8IndiaGrid shareholders approve takeover of Rs 1,490 cr projects Details 8NCC-BGR Infra consortium bags coal mine project from NTPC Details 8India needs over $200 bn of investment in renewable infrastructure Details 8Green energy sector facing headwinds on low bidding for projects: ICRA Details 8Kerala electricity regulator sounds warning on power purchase obligations Details 8Indians face higher power bills as government mulls passing on green costs Details 8PowerGrid, Sterlite, Adani, KEC eye power transmission projects in Brazil Details 8Indian Railways may put 30,000 km of power lines on the block Details 8Nuclear energy is part of green energy balance: IAEA official Details You can also click on Newsclips for moreDetails
8Project Name: Thermal Power Station Addition Project 8Project Cost: Rs 4000 crore 8Project Description: The owner along with an EIA consultant is carrying out the project scoping activities for the environment clearance of a 800 MW thermal power super-critical complex by phasing out the existing units 1 to 4 (447.8 MW). TOR has been accorded on 22 July 2015. Baseline data for one season has been collected and submitted to CEA. The Government of Haryana has approved the project. Currently, the project is on hold and is under CEA for clearance which may take 6-8 months following which the public hearing and SIA will get underway. The owner will come out with an NIT for pre-construction activities. 8Project Event: RFQs for pre-construction activities are expected by Q2 2019. 8Expenditure Approval: Q2:2016 8RFQ Date: Q2:2019 8Release Date: Q3:2019 8Start Date: Q4:2019 8Completion Date: Q3:2024 Click here for more information 8Project Name: Hydro Power Station Maintenance Project 8Project Cost: Rs 15 crore 8Project Description: The developer has planned a 15-day scheduled maintenance of Unit-5 (68.67 MW) in the 412 MW covering annual inspection and overhaul of equipment which includes overhauling of auxiliary parts of the turbo-generator set, bearing sets, seals, governor and oil cooling unit. 8Equipment required will be turbine bearings, gland seals, pipes, air seals, spiral casing, spiral drain valve, inspect blades of the runner, cleaning of field winding, among others. 8Project Event: RFQs for equipment are expected by mid-December 2017. 8Expenditure Approval: Q2:2017 8RFQ Date: 15/Dec/2017 8Release Date: Jan/2018 8Start Date: 30/Jan/2018 8Completion Date: 13/Feb/2018 Click here for more informationDetails
It is rare to find private foreign investors betting big money on new LNG projects in India. 8Control of distribution networks by monopoly players and a fuzzy gas demand outlook make it difficult for outside investors to figure out whether a reasonable return will be available on such investments 8But meet this Indian executive, coming with a background in the Indian oil and gas industry, who has convinced his company to invest $ 600 million in an LNG project in India. Click on Reports and on Details for more
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8Even though Velmurugan Heavy Engineering Industries Pvt Ltd. supplies to diverse end-user industries, the wind energy segment constitutes the largest share of revenues primarily from Gamesa and Vestas which exposes the operations to high customer concentration risk. However, established relationship with the clients limits off-take risk to an extent. Click on Reports for more 8An Indian company is a market leader in steam turbines up to a range of 100 MW. It has forged some good JV tie-ups. Find out more on how it has reached that position. But orders are down 15% from what they were last year. What does that point to? Click on Reports for more 8Find out more on the recently held India Canada energy sector roundtable Click on Reports for more 8Inspire 2017 is India’s signature, first time ever, Energy Efficiency event, bringing together various policy makers, innovators, financiers, influencers and stakeholders to showcase best practices in transformative policies, large scale implementation, financing models and high-impact research initiatives from India and across the globe. Click on Reports for more 8Find out what is the latest on the Indo-Nepal relationship as far as hydel projects are concerned, particularly in the context of the rejection of a Chinese bid for a hydel project by Nepal. Click on Reports for more 8Are you interested in coal characteristics, blending, mill performance and combustion? Click on Reports for more 8Find out more on this Indian company which is in fact a global leader in conductors and transformer oils Click on Reports for more
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LNG import for the month of October 2017 was 2422 MMSCM which was 11.0 % higher than the corresponding month of the previous year. 8The cumulative import of 14777 MMSCM for the current year till October 2017 was lower by 0.4% compared with the corresponding period of the previous year (14833 MMSCM). 8The surge in imports could be on the back of a substitution effect due to higher crude oil prices as liquid fuels are substituted by gas 8Will this trend slow down if crude prices cool or if LNG prices continue to stay high? Click on Reports for more
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A new table has been drawn up for best practices in energy usage in different segments of the economy. The data is given in terms of: 8Segments where technologies are needed 8How rapidly is innovation progressing 8How much will each of these segment will contribute to decarbonization in 2050 compared to baseline 8How much capacity needs to grow or degrow in each of these segments until 2050 8What further opportunities for innovation are needed in each of these segments Click on Reports for more
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Carbon emissions are going to up this year, after staying level last year 8The biggest changes in emissions are from a decline in coal and an increase in oil and gas 8India's emission levels are among the fastest to rise globally 8Multiple new emission reduction pathways are now being evolved in order to be able to stay within the two degree mark The uncertainty however is even greater when the availability of technology and time required for technology deployment are considered. 8Clearly, more technological breakthroughs will be need to plug the gap going ahead. 8To date, the integration of variable renewables has been enabled by flexibility options such as grid reinforcements, demand-side management, energy storage, sector coupling and flexible conventional generation. 8However, the optimal strategy for integrating shares of variable renewable energy higher than 50% on annual basis by 2050 is not yet known Click on Reports for more
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Find out more about these global data points and how they pan out over: 8Capacity factor 8Availability 8Reliability of wind turbines and generators 8Overview and mean downtime 8Failure rate Comment:Don't always go by what the OEM is saying. Look at these global data points to understand your wind turbines better. Click on Reports for more
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The installation of wind turbines (WT) is booming. 8But such turbines need to be cared for. 8According to recent studies, operation and maintenance (O&M) accounts for a share between 25% and almost 40% of levelized cost of energy (LCOE) 8The energy yield itself is also heavily affected by the success of O&M-strategies. 8Thus, optimization of O&M is of high importance for a further reduction of LCOE 8Before an optimization can start, one has to know the current status and prioritize further actions. 8But data on when and how O&M should be done is still an uncertain art. 8Many initiatives have been launched to collect global data on performance and reliability of wind turbines around the world 8Find our more on what these data points say and how that information can be be helpful for a wind power company. Click on Reports for more
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For reference purposes the website carries here the following tenders: 8Tender for Supply of Material,Erection,testing & Commissioning of 7 No. 33 KV Sub-stations (Including civil works) And Associated works Details 8Tender for work of Drawing 30 km LT ABC of size 3×70+1×50+1×16 sq.mm on 8m supports with an average span of 20-25 mts at various locations under DDUGJY Scheme on turnkey basis Details 8Tender for Supply of Material,Erection,testing & Commissioning of 3 No.New 33 KV Sub-stations (Including civil works) And Associated works Details 8Tender for work of Manufacture, testing, supply & delivery of 66KV 800A Isolators (144 Nos.), 66KV 800A Isolators with Earth switch (54 Nos.) & Additional Spare Solid Core Insulators (150 Nos.) Details 8Tender for work of Construction of 132 KV LILO on 132 KV Kagzipur-Kannad Line at 220 KV Deogaon-Rangari Sub-station Details 8Tender for construcion of 66 KV Substation on turnkey basis Details You can also click on Tenders for more. For reference purposes the website carries here the following Newsclips: 8Telangana Discoms shed distribution losses by 1.4% Details 8Nagaland, 3 UTs join UDAY for operation efficiency of discoms Details 8Clean energy firms eyeing SE Asia, Middle East & Africa to hedge risks Details 8Transport minister, Niti Aayog tread different paths on e-vehicle policy Details 8India's U.S. coal imports highest since 2015, seen up further on ban Details 8India, World Bank ink $100 million loan agreement for solar parks Details 8India's all-electric-vehicles dream unfolds from this city in Maharashtra Details You can also click on Newsclips for moreDetails
8Open access customers are always subject to surcharges. Different states have different dynamics. Get more on a new spate of such orders. Click on Reports for more 8Capping electricity prices by a state government is bad for fiscal economics but that has not deterred one state to recently go ahead with it, adding an extra Rs 2700 crore burden on to itself. Politics will continue to ruin the power economics of this country for a long time to come. Click on Reports for more 8The website carries here a 100-page document outlining the dynamics of coal production in the United States of America. Click on Reports for more 8NTPC has distributed more power from its unallocated lot to state governments against solar projects for bundling purposes. Accordingly, the generator had to rebalance the power distribution throughout its all-India network. Click on Reports for more. 8What are the implications for Indian companies from the Bangladesh government's ongoing target to generate 13,500 megawatts of electricity from the Moheshkhali Power Hub? Click on Reports for more 8There has been a pick up in REC trading despite the fact that the Supreme Court is seized of the matter. Find out what is going on. Click on Reports for more 8Grid availability is going up, according to wind energy companies but will this in turn be propelling them to undertake investments on maintenance or debottlenecking of turbines in order to improve efficiencies? Click on Reports for more 8Get a copy of the Central Electricity Regulatory Commission (Grant of Connectivity and General Network Access to the inter-State transmission system and other related matters) Regulations, 2017. Click on Reports for more 8The conventional wind mills focus on ‘rotation’ whereas the a new wind belt technology capitalizes on ‘vibration’. This new technology is now being bandied as a substitute to conventional wind energy. Click on Reports to find out more
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Even as existing wind operators have opened up excel sheets to claim that low wind power tariffs currently seen are not viable, there are those who think they are indeed good enough to elicit a reasonable return 8What are the pros and cons of the two sides of the argument? 8Can tariffs go down even further or have they hit the floor? Click on Report to know more
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NLC India Ltd seems to be on a good wicket 8It has competitive energy costs and a favourable financial risk profile characterized by healthy cash accruals, comfortable capital structure and robust debt protection metrics. Integrated mining and power allows the company to remain a low cost player. 8These strengths are to some extent offset by the counterparty credit risk arising from the exposure to financially weak discoms; the resultant elevated working capital requirements and the large cash outgo in the recent past towards dividend & share buyback, which have impacted the liquidity profile of the company to an extent. 8Find our more on the company's Rs 40,000 crore of capex coming up. 8Acquisitions are on its plate too. Nevertheless, the going is good. For now Click on Reports for more
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An existing wind power manufacturer has criticized the recent fall in solar tariffs, claiming that they are "unsustainable". 8"A tariff of Rs.2.64 assumes a PLF of between 38% and 42% but on an average you will never get more than 35-36%," he said. 8The cost of equipment too has been under reported 8Then again, state governments are not playing ball, promising something but doing something else. 8There are other problems too. Click on Reports to find out more on what he has to say
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At least one Indian power company has executed an LNG supply deal directly with an LNG infrastructure-cum-supply company, entirely bypassing traditional gas suppliers in India. 8An FRSU will supply power directly, circumventing the tradition monopolistic stranglehold of public sector entities in the distribution of gas. 8A deal has been signed 8But will the economics work? Click on Reports for more
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What is the current status of the construction equipment industry in India? 8There is a huge opportunity to grow -- per capita number of machines currently close to 16 as against around 400 in US and 100 in China -- but there are several factors which come in the way. 8Find out more about how a mature construction equipment financing industry is a prerequisite to the growth of the industry as a whole. 8What initiatives are needed to push the industry ahead? Click on Reports for a detailed analysis.
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The international market has begun looking at India as an entirely different market from that of China, Japan and Korea. 8Find out why just "being clean enough" may not work in India while working elsewhere 8Is affordability more important in India than in other countries? 8Will the affordability variable in the demand matrix permanently weaken the case for gas in India? Click on Reports to find out more
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GAIL could have possibly gained by hanging on to its earlier resolve to send its US LNG cargoes to India instead of tying them up in "no loss" short term deals with other traders and suppliers. 8Newer dynamics have now emerged out of the recent jump in Asian LNG prices on the back of a spurt in demand. Projections are that prices are likely to stay high going ahead. 8While other international traders and suppliers have developed integrated production, supply, trading and marketing (ISTM) strategies capable of absorbing price fluctuations in a volatile market, GAIL failed to do so. 8Find out how the impending offtake of US LNG cargoes and an inability to see beyond the immediate term, forced a panic reaction from the GAIL brass. Click on Reports for more
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Analysts have under-estimated LNG demand in 2017. 8There is an upsurge in demand in Asia. China and South Korea are leading the charge. 8Asian LNG spot prices have stayed higher than 2016 in all of 2017 but for a brief period in July-August, 2017. 8In the face of rising demand, the 2017-2016 price differential is getting wider. 8Europe did not turn out to be the "sink" market that everybody had anticipated. 8Find out about how the differentials are going to look going ahead, and by how much demand is more than forecast in key demand centres, including Southern Europe. Click on Reports for more.
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Are Indian domestic solar cell and module manufacturers capable of rising up to the occasion should an anti dumping duty be levied? 8There is increasing cynicism among industry observers on whether trade barriers alone will push up Indian manufacturing. 8But the Modi government is keen on pushing the the Made in India paradigm. It had recently imposed anti dumping duties on Chinese line pipe manufacturers while forcing public sector oil & gas companies to incorporate a purchase preference clause, pushing up the price for constructing pipelines by a significant quantum. Click on Reports to find out more
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The July, 2017 filing of an anti dumping petition by local solar manufacturers against solar cells and modules from China, Taiwan and Malaysia will have far reaching implications 8An analysis has been done here on how long will it take for a decision on the filing to come through. 8Will there be a provisional duty imposed pending the finalization of investigation? 8As on September 30, 2017, India’s total utility scale solar project pipeline, comprising projects allocated to project developers and EPC contractors, stood at 10,842 MW. All these projects face the threat of provisional or anti-dumping duty depending on when the decision is announced. 8The website carries here a list of such projects 8Find out more on how their IRRs will be impacted as a consequence 8Will they be compensated? Click on Reports for more
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The Chinese are digging in deep into Bangladesh. 8And the emphasis seems to be in pushing through big coal based power projects. 8The point to note is that these plants are being built not supported by imported coal but by developing local mines. 8One such mine is now capable of generating 6000 MW of power 8If more such coal mines are found, it will skew the economics of LNG fired power plants? Click on Reports for more
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The transmission industry is going through a very competitive phase 8Korean and Chinese companies are setting up shop in order to compete better 8The big orders for HDVC lines are drying up and companies have to go down to the increasingly active intra-state market for business. This segment may end up giving away business worth Rs 20,000 crore. 8Competitive pressures are putting margins under pressure 8Solar is emerging as an interesting business and orders will continue to come in from this segment. 8Which are the new emerging segments in the T&D sector? 8In these volatile times, the website carries here the travails of GE T&D India Ltd and its hunt for newer market segments. Click on Reports for more
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What really explains the 65% jump in the price of power recently? 8Demand is significantly higher compared to the same period in 2016. That is quite obvious. 8Underlying this demand surge is a larger participation of distribution companies. 8On the supply side there are a host of culprits or why else should supply not go up when capacity utilization levels are so low 8Also find out more about how prices behaved one day after Diwali. Click on Reports for more
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8Project Name: Greenfield Hydroelectric Power Station 8Project Cost: Rs 2700 crore 8Project Description: The owner is planning to construct a 330 MW (3*110 MW) greenfield hydroelectric power station. Survey work for the site and geological mapping for the dam site has been completed. Investigations for DPR preparation is underway at present. Currently, hydro-logical studies, geographical studies are in progress and are expected to be completed by November 2017. The owner will come out with an NIT for drilling and drifting. The owner will also come with an RFQ for a DPR consultant soon. 8Project Event: RFQ for drilling and drifting is expected by fourth week of November 2017. 8Expenditure Approval: 2017 8RFQ Date: 25/Nov/2017 8Release Date: Dec/2017 8Start Date: Q2:2020 8Completion Date: Q3:2025 Click here for more information 8Project Name: Thermal Power Station - FGD Addition 8Project Cost: Rs 400 crore 8Project Description: The developer is scheduled to install an FGD and retrofitting of ESP for a 500 MW unit out of its 2600 MW (3x200 + 3x500 MW) thermal power plant. The company is expected to float tenders for the same. At present, site survey activities are ongoing. The project is expected to kick off in late 2022. RFQ for supply of FGD are expected to be out by the second quarter of 2019. The major requirement will be FGD, stacker and reclaimer, earthwork, cranes, pipes, installation, gypsum disposal, wet lime among others. 8Project Event: RFQ for supply of FGD and retrofitting of ESP are expected to be out by the Q2 2019. 8Expenditure Approval: Q4:2016 8RFQ Date: Q2:2019 8Release Date: Q3:2019 8Start Date: Q4:2022 8Completion Date: Q2:2024 Click here for more information 8Project Name: Thermal Power Station Maintenance Project (Unit - 1) 8Project Cost: Rs 11 crore 8Project Description: The owner has planned an 8-day scheduled maintenance of Unit-1 (135 MW) in the 1080 MW Thermal Power Station covering maintenance and inspection of equipment comprising of boiler refractories, valves, piping, inspection of oil in boiler and refilling it, seals, among others. 8Project Event: RFQ for equipment is expected by the fourth week of December 2017. 8Expenditure Approval: Q2:2017 8RFQ Date: 20/Dec/2017 8Release Date: Jan/2018 8Start Date: 7/Mar/2018 8Completion Date: 14/Mar/2018 Click here for more informationDetails
For reference purposes the website carries here the following tenders: 8Tender for work of Drawing 13.8km HT ABC & 1.6km of LT ABC in IPDS Scheme on turnkey basis Details 8Tender for Design,manufacture,supply,installation,testing and commissioning of 33/11kV containerised substation with 33kV RMU & 11KV GIS , other accessories and Associated works under RAPDRP Scheme Details 8Tender for Design, Engineering manufacturing, Supply,erection, testing and commissioning of 220/33KV GIS Equipment & material on Turnkey basis including all civil works at 220KV Substation Details 8Tender of work for Supply of material and replacement of existing 66kV Twin ACSR zebra conductor with quad ACSR zebra bus at 220kV Substation Details 8Tender for Re-conductoring of existing 110 KV DC line on DC tower with wolf conductor by HTLS conductor and replacement of towers by erecting new GI tower on existing foundation on turnkey contract Details 8Tender for Supply of LT Distribution Box (415V, 200A,2 Way) for IPDS/DDGJY Project. (Qty.-2679) Details 8Tender for Construction of 132 KV Transmission Lines Details 8Tender for Supply of various sizes of Resin cast Ring type LT Current Transformer of accuracy class 0.5 for low tension Energy metering, 5 VA Burden Details You can also click on Tenders for more. For reference purposes the website carries here the following Newsclips: 8Karnataka government fears power crisis before assembly elections Details 8Western Coalfields gets green nod for Durgapur mine expansion Details 8Coal dispatches to power sector rise 18 per cent in October Details 8NTPC’s Kahalgaon super thermal plant to produce solar power too Details 8India-France cooperation a 'partnership for planet': Foreign minister Le Drian Details 8India scores victory in climate talks, China announces plan to join International Solar Alliance Details 8Renewable energy companies expect easier financing for projects Details 8Meghalaya govt cancels power project pacts with private companies Details 8Indian Oil Corp opens India's first electric charging station in Nagpur Details 8Power-surplus Himachal facing electricity dearth as winters intensify Details 8U’khand govt pressing for clearances to 10 hydro power projects in state Details You can also click on Newsclips for moreDetails
Domestic coal production had struggled with flooding during monsoon season. Railroads also impacted with bottlenecks limiting ability of power plants to get timely coal delivery 8Strong coal burn due to decline in nuclear, wind and hydro generation post-monsoon 8Coal stockpiles are at record lows 8Coal prices in India expected to remain strong in the next few months with need for utilities to replenish low coal inventories 8Potential for speedy ramp up of domestic coal production in last quarter may not now be possible and could push up demand for seaborne coal 8Since January 2017, 7,800 MW of new coal-fired power capacity but 1,980 MW old plants have been retired while 1,320 MW plants were converted into captive power plants and removed from national grid. Hence, net addition is about 4,500 MW 8But low stocks will boost coal import but high international coal prices will limit purchases Click on Reports for more
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Find out more about how Jindal Power manages to run 3,400 MW of IPPs at the lowest possible cost in India. 8In today's competitive environment, sales are up as are profits for the company. 8Also get a list of upcoming medium and long-term tenders in India and Bangladesh in which the company plans to emerge as a winner Click on Reports for more
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The independent watchdog has claimed that it is indeed possible to meet environmental emission norms within existing timeframes and at reasonable cost. 8The report has accused both the CEA and the government of inaction. The exact points of inaction have been highlighted. 8Flue gas desulphurization is now a mature technology and the waste product (gypsum) is now in extensive use in countries such as China, US and South Korea, the report watchdog claims. 8Industry experts assert that boiler retrofits/ combustion optimization optimization is sufficient to meet Nox emissions. 8Cost estimates for environment control equipment have varied widely, with industry trying to find an excuse by saying that the high cost will kill an already enfeebled industry. Eventually, the CEA came out with a new and reasonable set of cost benchmarks. 8The overall environment damage mitigation cost is now pegged at around 30-35 paise per unit (get a full breakdown of cost in the Report) and they are less than 10% of the average generation cost and can be recouped within three years. In comparison, consumer tariff has been going up at an average of 8% per annum over the last five years. Click on Reports for more
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A recent power sector sampling by an independent agency of half of India's power capacity has come out with the following startling results: 8Plants operating at poor efficiency (India average ~33%), which means high coal usage; around 10% higher CO2 emissions compared to China 8Excessive water use (around 4m3/MWh: China and US use around 2m3/MWh) 8Very high emissions from stack - no controls for SOx and NOx 8Huge generation of fly ash (~200 mt p.a.), more than a third of which is dumped in ash ponds - pollutes water and fugitive emission 8Weak monitoring and enforcement by PCB -- CEMS data faulty; manual sampling lacks credibility 8On top of that, the environmental norms for PM are weak by international standards and surprisingly there are no norms for SOx and NOx emissions. 8Even with these diluted norms, a third of the power plants are in non compliance 8A poor state of affairs indeed Click on Reports for more
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There is no getting away, however much we look the other way, from the massive health damage that tribal and indigenous people suffer on account of coal mining activities and power plant emissions. 8A comprehensive study in Chattisgarh has established beyond reasonable doubt the sharp spike in inflammatory diseases in people living in the vicinity of these industrial enterprises. 8Many of them have identical problems, most of which are environment related 8The connection between fine particulate materials and respiratory disease has been documented in these areas. 8A higher than normal prevalence of mental diseases is also a matter of concern Click on Reports for a full report on the issue and how CSR programmes can go a long way in mitigating such problems in surrounding areas
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Gas-based power producers fill in the gap when coal supply is constrained in the merit order offtake system in the Indian electricity sector. 8GAIL's gas transmission volumes were higher when gas based power producers were called upon in Q-2 to fill in for a shortage of power. 8It now looks like Indian domestic coal production may not be enough to take care of demand. 8Will we see another bout of demand for gas from India's gas producers as the import of coal is constrained by higher coal prices? Click on Reports for more
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The Indian transformer industry seems to be going through a good phase in the face of adequate demand. 8The RFQ pipeline is growing bigger and longer and ongoing and further reforms will add growth to the sector. 8There has been a fair amount of volatility in raw material prices but that is not something insurmountable. 8Profits have shown an upturn against higher toplines. Click on Reports to find out more on the performance of one such company, which is reflective of fortunes of the industry as a whole
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With the banning of diesel generators in the National Capital Region, factory owners have been pushed to find alternatives 8Gas-based generators have also been found to be too expensive. 8High capacity inverters are now filling up the gap 8And even as alternatives are being found, domestic diesel generator companies are in a slump. 8The circumstances are challenging, to say the least. 8The markets are sluggish and there is severe competition both in the domestic and overseas markets. Click on Reports for more
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Even as India seems to be going up in the "ease of doing business" index of the World Bank, it has slipped to the 92nd position from among 125 countries in a highly regarded UN accredited ranking that is determined on the basis of an index that takes into account a country's energy security, energy sustainability and energy equity. 8The following definitions are taken into account while determining the ranking: Energy security: Effective management of primary energy supply from domestic and external sources, reliability of energy infrastructure, and ability of energy providers to meet current and future demand. Energy equity: Accessibility and affordability of energy supply across the population. Environmental sustainability: Encompasses achievement of supply- and demand-side energy efficiencies and development of energy supply from renewable and other low-carbon sources. 8China, Vietnam, South Africa and Brazil have higher scores than India. Pakistan is at 102 and landlocked Nepal is at a very poor 117. 8This is a document that makes for interesting reading for policy makers, particularly at a time when a lot of effort is being made towards energy equity by pushing the LPG scheme to the rural poor. 8The pertinent point to note is the India poor ranking does take into account India's commitment to reduce carbon emissions and reduce import dependency in crude oil as well as other policy measures. 8Yet India's rankings are down because it is a relative ranking. Clearly, other countries may be doing more than what India is. Click on Reports for more
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8Project Name: Greenfield Hydroelectric Power Station 8Project Cost: Rs 24000 crore 8Project Description: The owner along with an EIA consultant is carrying out the clearance activities for scoping the environment clearance for a 800 MW (4*170 + 3*36+1*12) greenfield hydroelectric plant. The project is a storage scheme permitted under Indus Water Treaty and declared as a National Project under the Prime Minister Reconstruction plan for J&K. TOR has been accorded on 5 October 2012, following the collection of three seasons baseline data. Currently, the project is with CEA for concurrence approval while an EAC sub-committee will visit the site in November for appraisal of EC. EC is likely to be elicited by April 2018. The owner is yet to decide whether to come out with an EPC contractor or package wise contracts. 8Project Event: RFQ for a contractor is expected by Q2 2018. 8Expenditure Approval: Q3:2017 8RFQ Date: Q2:2018 8Release Date: Q3:2018 8Start Date: Q4:2018 8Completion Date: Q4:2028 Click here for more information 8Project Name: Hydro Power Station Maintenance Project 8Project Cost: Rs 12 crore 8Project Description: The developer has planned a 21-day scheduled maintenance of Unit-6 (157 MW) in the 785 MW Hydro Power Station covering annual inspection and overhaul of equipment which includes overhauling of auxiliary parts of the turbine-generator set, bearing sets, seals, governor and oil cooling unit. 8Equipment required will be turbine bearings, gland seals, pipes, guide vanes seal, spiral casing, spiral drain valve, draft tube drain valve, among others. 8Project Event: RFQs for equipment are expected by first week of December 2017. 8Expenditure Approval: Q2:2017 8RFQ Date: 7/Dec/2017 8Release Date: 20/Dec/2017 8Start Date: 3/Jan/2018 8Completion Date: 23/Jan/2018 Click here for more informationDetails