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Consumer & Distribution Utility Wise Comprehensive Track
Against the background of many positive changes in power sector, this dossier attempts to make a few analytical observations that are relevant for the states, their regulators and other stake holders in term of Power Distribution Tariffs for India – 2018
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.
Examining and Harnessing Opportunities under Transportation Projects – Roads & Highways, Power, Railways, MRTS, Airports, Ports, Irrigation, Education and Healthcare Segment in India
Of all the sectors within infrastructure, transport has received the highest sum in the 2017–18 budget — US$35 billion — much of it aimed at improving safety, cleanliness and comfort for rail passengers. Among the top priorities are a passenger safety fund, an end to unmanned level crossings on broad gauge lines, solar power for more than 7000 railway stations, bio-toilets in all coaches, and an extensive station development and refurbishment plan, including access for differently-abled people through elevators and escalators.
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.
UDAY scheme was touted as the next paladin to bail out the struggling Discoms, in order to turn them green in a time horizon of 3-4 years from 2015/16. Though was optional for the states, as of now 27 States/UTs are on board and INR 2,32,163 Crore of bonds have been issued which accounts for 85% of the debt to be restructured under this scheme. The cumulative AT&C* Loss stands at 20.42% with ACS-ARR Gap of INR 0.45/kWh. Also, tariff revision of 25 states have been done out of participating states.
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.
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.
Since falling PLFs of thermal power plants in the current scenario raise a serious concern over maintaining the power demand-supply equilibrium of the country, especially addressing peak power requirements. There exists a strong business case for the renewable energy sources (RES) in India. For clearing all the myths and presenting a clear picture of what would be the likely fate of all renewable energy sources (solar, wind, biomass and small hydro) in India, enincon consulting llp attempts to come up with a research study on the future outlook of non-conventional sector in India and associated opportunity tune for the related value chain players.
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.
As, the dynamics of Indian power generation sector is shifting at large towards green power hydro inadvertently qualifies for a preferred source of generation courtesy withdrawal of fringe benefits offered to other major peaking power solution i.e. gas based generation. In this milieu, there are many queries which evolve to seek a resolute like what is the business case for hydro power and what Opportunites does it offer for EPC contractor, OEMs and last but not the least the power distribution utilities. Similarly, what quantum India should generate from small hydro and what mix of opportunities does these power plants offer amidst the potential for sustainable capex, queries like this and many more finds an answer from this dossier
With power distribution reforms gained momentum soon after the application of EA 2003 (where it was believed to be coined in mid 90’s) , Indian power distribution utilities came along way since then. With, introduction of reforms and multiple cognitive steps undoubtedly the power distribution sector stands improved by leaps from the erstwhile levels. Having said that, it indeed still represents the weakest link of the power generation, transmission and distribution chain. With, India having most of the discoms run as state authorities the pedigree for operational efficiencies and achievement of targeted revenue remains a seldom site. Barring Gujarat and few discoms of southern states the degree of AT&C loss levels decline over the past decade remains elusive. For sure, states like Rajasthan , Madhya Pradesh and Maharashtra have depicted remarkable improvement but still owing to the large area of operations and the consumer handled thereof consistently tests the revenue cycle for the utilities.