Refineries, Product Market and Capacity Expansion Opportunities and Outlook in India- 2018$ 1,699.00
Examining the market expansion trends for petrochemical industry in India and the scope of business
It is pertinent to note that an investment to the tune of approximately USD 5.2 Billion, is what Indian refining industry is anticipating till 2020 in developing its brownfield refineries. In this line India’s largest downstream player, IOCL also plans to invest about USD 27 Billion in coming 5-7 years to expand its refining capacity from 80.7 MTPA to about 150 MTPA through both brownfield and greenfield capacity creation. Not only this, but the other dominant industry players such as BPCL, HPCL etc. are also not far behind in catching up the footprints of IOCL in this regard. For instance, BPCL has invested an amount of USD 2.5 Billion in an Integrated Refinery Expansion Project at its Kochi refinery. Like this, there are many examples indicating the market size expansion of India’s Brownfield Refinery segment.
Saubhagya Scheme & Intermittent Opportunities for Power Generation, Transmission and Distribution Sector in India$ 2,299.00
Opportunity Tracker for EPC Companies, OEM’s, Package & Component Suppliers under Grid Up gradation, Rural Electrification and Renewable Energy Integration Initiative.
It seems that power industry in India is not done yet in gaining all the attention. Since, 2014 the industry has been into limelight, courtesy the initiatives taken by the Indian government. After, quite a good number of schemes, policies & reforms introduced into the sector over the short span of three years, the government still doesn’t seems satisfied as building upon the same continues. After UDAY, Saubhagya scheme is another more talked about fresh addition into the list. But, unlike UDAY which at large was dedicated to the distribution facet of power industry, Saubhagya Scheme is believed to touch the entire value chain catering all the three legs – generation, distribution & transmission . From gencos to power exchanges & traders, transmission utilities to discoms , OEMs to package & component suppliers to EPC players, Saubhagya Scheme opens up a wide opportunity zone for all. To tap this underlying opportunity on pan India as well as regional basis , enincon consulting attempts to come up with a in-depth research study onto the same.
Mapping Regulation, Identifying Key Regulatory Gaps and Estimating Opportunities for Value Chain Players in Power Sector of India
Deep thinking on various aspects of policy and regulatory interventions and their long-term implications will help in taking informed decisions and contribute in developing the sector. Hence, for enabling the stakeholders to better understand the existing policy offering of the states for solar, wind, small hydro , biomass and thermal power segment , enincon has attempted to come with a fact pack on regulatory regime. The report is framed to study the power sector policies of major states in the northern, southern, western & eastern regions and to determine their impact on state’s overall power sector growth till FY 2022. The report also aims to find out the underlying investment opportunity & business potential in the states from conventional & RE power generation till FY 2022.
Catalysing State wise business Opportunity for Developers, Funding Bodies & OEM’s with Project Player Profiles
Allotment of priority to wind power in terms of inter-state transmission shall see the stranded assets in the sector a silver lining and the sale through OA mechanism may also gain pace especially in the state’s where demand outshines supply in the country. This shall be of pinnacle interest for investors under the changing paradigm and change of winds experienced by the sector.
Determining Plug-in Opportunity for Value Chain Players
Although, the India’s EV market is at very nascent stage as of now, but the enablers given by the government are quite enough for it to grow for taking its first step. Glimpse of which can be very clearly seen with Tata’s of the world all set to reveal its first ever EV for Indian market during 2017 itself. However, with all the glaring opportunities, there still exist certain challenges for the growth of Indian EV market, one such being lack of lithium deposits. While this does present a challenge to setting up a viable battery manufacturing plant in India, it also means that companies must look for other options to power such vehicles. Although , currently the challenges seem to outweigh the opportunities in India but the right steps from government in sprucing up the support dynamics for EVs in India at distinct levels is anticipated to transform into a gripping opportunity galore in future.
Opportunities in Open Access Transactions and Short Term PPAs in Wind Power Business of India$ 999.00
Opportunity in Open Access Transaction and Short Term Power Purchase Agreements for Developers, Consumers and Traders in Wind Power Business of India
In recent step, regulatory commission allowed distribution utilities to renegotiate the long term PPAs to a lower degree of tariffs which is determined by reverse auction of the wind power tariffs. In recently held auction, sharp decline in the tariff of wind power was witnessed. The tariff fell close to INR 1-1.5 per Unit and reached a level of INR 3.46 per Unit, which is significantly lower than Feed in Tariffs of some states. It is also anticipated that wind power generators may further bid aggressively taking the tariff to sub INR 3 levels. These tariff levels will have the direct impact on the existing plants. Further, owing to such lower tariffs, distribution utilities can put a pressure on to generators to renegotiate PPAs or simply dishonour them. This issue is critical and long term PPAs can come under jeopardy, hence, the opportunity for the wind power developers lie in signing short term PPAs and selling power directly to the consumers through Open Access route.
Opportunities in Power Transmission Capability & Infrastructure Expansion in India$ 1,199.00
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$ 1,199.00
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.
Balance of Plant (BoP) Equipment Market Dynamics and Outlook for Thermal Power Plants in India – 2017$ 949.00
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.
Domestic and Export Cement Market , Transportation , Capacity Utilization in India and Outlook -2017$ 1,599.00
Evaluating Business Case for Domestic & Export Cement Market
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.
Opportunity Track in Modernization Infrastructure for Thermal Power Plants in India 2017$ 999.00
Evaluating Business Case for BTG OEMs, BoP OEMs, EPC Service Providers, Power Gencos and Discoms etc.
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.