Showing 1–12 of 18 results
Gauging Support Matrix for Power Trading & Open Access Transactions with Regional Surplus/ Shortage Tracks
Since the current power transaction dynamics in the country is shaping up in favour of more open access transactions meaning a continued need for enabling power transmission infrastructure to felicitate what could be termed as “ True Open Access ” . In this milieu the role of not only the CTU and STU shall be important but also the participation on PPP basis by IPTCs shall be equally pivotal. Thus, there was an ardent need of a comprehensive analysis covering all the facets which offer opportunities in relation to the identified growth engine of current power sector in the country i.e. transmission segment.
Decommissioning Thermal Power Plants in India Evaluating New Industry Segment & Estimating USD 5 Billion Opportunity
the coal requirement in order to continue generation for such plants increases by huge quantum which means the cost of operations being on rise consistently and the return is limited. This means dismantling such power plants and utilizing the same land area for creating fresh capacities by utilizing super critical/ultra-super critical technology would make more sense in order to support less polluting thermal generation with better efficiencies. Facilitating decommissioning services requires in depth acumen which is quintessential to firstly dismantle the thermal power plants and secondly utilizing the defunct units scrap to obtain the salvage value. This in itself will open up a new industry segment in the country which demands better understanding of the opportunities involved and a yard stick to measure them on both , integrated basis as well as on bifurcated terms across for each state.
Opportunity in Open Access Transaction and Short Term Power Purchase Agreements for Developers, Consumers and Traders in Solar Power Business of India
Which region is most suitable for affecting the open access transactions through solar having the largest cluster of industries, corporates and bulk consumers? Which state has least regulatory barriers or least cross-subsidy surcharge (CSS) applicable to bulk buyers? Whether the tariff discovered in third-party power sales agreements sustainable for long-term i.e. for a period of 10-15 years? What kind of transactions i.e. Bilateral or Collective transactions are favorable through solar? What is the penetration level of short term transactions through solar in different pockets of the country? Queries like these and many more demanded an in-depth research to unearth the very reason as to why essentially open access is fast gaining popularity in India, which transformed into the research base for the report for enincon consulting llp.
By 2020 enincon believes that thermal power is destined to roll back into generation mix of the country and in all possibilities fresh UMPPs which have hit a road block may witness announcements sooner than later. Hence, preparedness for OEMs shall be of pinnacle importance which will be discovered through an in-depth research in this dossier. Queries like what be the region wise business case for BoP players, opportunity in terms of replacing the old thermal units, futuristic market size for BoP package wise OEMs and many more apart from the mentioned will find answers in this collective and holistic market research.
Over past few years there has been a consistent spurt observed in the M&A drive by larger players neutralizing the effect of unstructured participants in the business. This marks the evolution of the industry into more matured structure wishing away from lower price dynamics of the unstructured portfolio. With the rise in demand expected at both local and export levels tracking the supply dynamics in this phase of evolution of the industry holds pinnacle importance. Also, the suppliers shall increase in number given the performance of capacity utilization of existing cement plants in the country.
With fresh order due to come only from CPSUs or the respective SEBs, the opportunity stands limited for the key value chain players. Following this scenario, modernizing the infrastructure, presence huge opportunity even if we consider 11 GW out of 40 GW of capacity. However, challenges are intermittent like land area availability and inclusive R&R implications , the capex in modernization , potential fuel supply security and obviously the power off take.
Determining business case for the domestic & international OEMs , tracking degree of competition & way out for sustenance
India’s current installed capacity of 315 GW has still a fair share of thermal power plants based on coal which accounts for sufficing the base load of the country. Although, India is cognitive of the global trend of gradually wishing away with polluting source of coal based electricity generation , but completely stripping of these capacities shall not be possible for one of the fastest growing economies of the world. Given, the estimate even if we consider India to grow by a normative 7% as an economy, the need of growth in infrastructural development shall also be of the same order. Hence, despite country’s Paris commitment to reduce carbon influx, India has to be dependent on coal till 2030 for meeting of its consistent base load .
Analysing Business Case and Evaluating a USD 50 Billion Opportunity
Although, India is among the top ten military spenders in the world. However, unlike other geographies which have large defence industries to support their domestic needs , Indian requirements are primarily met by government players into the domain and imports. With importing nearly USD 5.5 Billion worth of military hardware, India has emerged as the largest arms importer in the globe accounting nearly 15% of such imports internationally. Hence self-reliance to sustain the needs of Indian defence sector is of vital importance for strategic and economic reasons. Since the government has been assiduously working upon building the defence manufacturing capabilities over the years. But to look beyond the customary curve , “Make in India” has triggered the positive sentiments for making India to stand at par with its global counterparts with respect to its in house defence manufacturing competencies.
Opportunity Track for Water & Waste Market Value chain players with focus on Industrial & Municipal category projects, Market Dynamics, Technology Trend and Robust Existing & Upcoming Industrial & Municipal Project Database in India
This dossier encompass each segment and decipher opportunities associated with the ongoing projects, smart cities projects, AMRUT and JNNURM projects in the country . Coupled with this the report shall have a separate database that shall comprise all the industrial and municipal projects to track and unearth the associated opportunities for all value chain players. Also as there was a need of niche opportunity tracker focusing on the key value chain players like EPC consultants, consulting engineers, private operators, OEMs and other equipment suppliers etc. enincon contrived the ideation of the report on water and wastewater opportunities as per market participants and have forecasts for same till 2022.
State Wise Opportunity Track for Solar, Wind, Other Renewable Energy & Thermal Energy Developers, State Transmission Utilities, Private Transmission Utility, Corporates and Bulk Consumers
Some trivial and yet complex questions associate with open access mechanism which needs to addressed through a pan India study which should prove to be a path finding guide for the project developers as well buyers to felicitate the same. The pinnacle interest for the developers is to learn about as to why only renewable players are reaping benefits of direct power purchase agreements and why not the thermal power producers under independent and captive category enjoy the same? Queries like these and many more demanded an in-depth research to unearth the very reason as to why essentially open access is fast gaining popularity in India, which transformed into the research base for the report for enincon consulting llp.
The business case for captive power plant is growing stronger with the realms of small & mid-size industry clutters mushrooming on pan India basis. Though, captive power generation in India can’t be termed as disruptive however it certainly has elevated itself to the genres of being one with the kind of capacities added on yearly basis which is nearing a hallmark figure of 50 GW in terms of installed capacity for the country.
What erstwhile was ignored, has now gained pinnacle importance by Government as the future of power sector at large depends upon better financial health and consistent operations of DISCOMS. To ensure this objective Government did attempted FRPs for struggling Discoms in 2013 which tanked due to lack of timely implementation, forcing yet another scheme to turnaround the fate of state owned distribution utilities which has earned the nomenclature as UDAY (Ujwal DISCOM Assurance Yojana). The scheme is touted as the next paladin to bail out the struggling Discoms, potentially could see them turn green in a time horizon of 3-4 years from 2015/16.