Conference on:Coal Sourcing for Power Plants

May 21, 2013, Le Meridien, New Delhi

SIGMAi n s i g h t s

Coal Sourcing for Power Plants

Background

Coal sourcing continues to be the key hurdle faced by most upcoming power projects in the country. A large set of developers are plagued by the problem of having invested in building a power plant but no coal to run the same. The three sources to coal supply in the country are –government mines, captive mines and imports. Currently, coal supply is dominated by government mines led by CIL (~62% of demand) followed by SCCL, imported coal (~15% of demand) and captive mines. Over the last decade power capacity addition in the country has far outstripped coal supply growth leading to acute shortage of a once abundant commodity. This can be largely attributed to CIL’s inability to develop new blocks and ramp up production in existing blocks coupled by weak rail infrastructure in the country.The other options in terms of securing coal from imports and captive block development also saw negative movement. Foreign governments increased duties and taxes on coal imports thus making them more expensive, resulting in a higher variable cost of power. Besides only a handful of captive blocks allocated to the private sector got developed with a majority lost in the maze of securing government clearances. It is quite clear that in the short term securing coal imports is the only solution to the problem of coal shortage. Over the medium to long term CIL’s production and captive block development needs to substantially ramp up in order to tide over the problem. We are confident that our ‘Conference on Coal Sourcing for Power Plants’ will expose you to various issues and opportunities in the space and leave you with clear indicators on how best to tackle this problem.

A Must Attend For

Country FY12FY11 9M FY13

Quantity Value Rs./Tonne

Qty & Value in Mn Tonnes and Mn Rupees

Quantity Value Rs./Tonne Quantity Value Rs./Tonne

Coal Traders Coal ProducersPower Producers Coal Consumers ( Steel/ Cement and others)EPC contractors/Civil ContractorsGovernment Organizations

Coal Miners/Mine Development Operators Regulatory BodiesLogistics Service Providers Shipping CompaniesFinancial Institutions Investors and PE firms

To Register, email us at conferences@sigmainsights.com or call us at 011-47501106

Indonesia

Australia

South africa

USA

Russia

New zealand

Others

Total

13,750

10,734

5,107

11,196

9,969

9,691

5,976

6,029

35.9

15.9

11.2

1.8

0.4

0.8

66.1

68.9

1,34,788

1,71,194

57,273

19,829

4,217

7,704

3,95,005

4,15,496

4,676

13,178

6,311

13,364

8,279

13,527

7,614

7,665

55.3

27.8

12.2

3.0

1.2

1.0

100.4

102.9

2,58,417

3,66,256

77,107

39,746

9,885

12,986

7,64,397

7,88,376

4,166

10,953

5,627

8,853

9,531

11,218

6,158

6,260

57.2

21.3

12.7

4.9

0.4

0.7

97.2

100.0

2,38,201

2,33,524

71,234

43,382

4,003

8,301

5,98,644

6,26,032

Steep Rise in Coal Imports in the Country

May 21, 2013, Le Meridien, New Delhi

Sigma Insights is India’s leading Energy sector analytics and information provider. Our flagship product, the energy sector analytics platform, integrates more than 18 million data points across the power, coal and renewable sectors offering unseen insights to our clients. Clients across various end use industries use our services to make better decisions on a daily basis. Some of our key clients in this space are as follows:-Infrastructure Finance –Axis Bank, IDFC Bank, Yes Bank etcPower Utilities – Tata Power, SN Power, AES etcCapital Goods – Larsen & Toubro, Hitachi, General Electric etcResearch Houses – IDFC Securities, Nomura, ICRA etc

Agenda Structure

About Us

Production and reserve supply status of domestic coal in IndiaThe demand and need of Imported coal for our Power PlantsIdentifying and managing new supply sourcesFeasible solution for the continuous supply-demand gapFinding alternatives for coal sourcing

Session 1: Inaugural Session: Sourcing of Coal

Environmental clearance only to the import of high grade coal: Seeking alternative optionsLong term contract system to be in place for coal imports

Preparing Indian Railways to Meet Increasing Coal Demand Development of Port and associated infrastructureDeveloping efficient Road infrastructure for coal movementRole of various stakeholders in transport logisticsMissing elements in coal logistics value chain: Time to bridge the gap

Long term coal linkages to enhance performance of power plantsEvaluating Coal India PPP PolicyLooking at restructuring of coal blocks allocation policyExploring possibility of allocation of deallocated coal blocks under PPPPrice Pooling mechanism to meet the demand-supply gap

Session 5: Coal Transportation and Logistics

Financial viability of projects using high grade imported coalRise in the tax structure for imported coalBenchmarking regulation of the Indonesian government for high grade coalLooking at China as a major competition

Need of an independent coal regulator to boost private sector investmentPolicies and reforms to end monopoly in various statesFixing guidelines for price revision in supply pactsIncreasing transparency in the allocation of coal reservesRevision of competitive bidding normsEmphasizing on PPP policy to raise coal production

Session 2: New Policies and Reforms: The need of the hour

Session 4: Solutions for impending issues in coal availability

Session 3: Sourcing and Economics of Imported Coal Based Power Generation

To Register, email us at conferences@sigmainsights.com or call us at 011-47501106

Registration Form

About Us

Registration Fee

ContactRTGS Details

I would like to register for the conference. I am enclosing INR____________________ vide Cheque / DD no. ______________ drawn on_____________________________ dated _________________ in favor of Sigma Insights Private Limited payable at New Delhi, India.

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Indian Delegate

Before April 26, 2013 Standard Price

INR 18,000 INR 20,000

Foreign Delegate

Before April 26, 2013 Standard Price

$370 $400

There is also a 10% team discount for a group of 3 executives from the same company, 15% discount on a group of 5 and 20% discount on a group of 7 or more.

12.36% Service Tax payable separately.The conference is a non-residential programme.To qualify for discounts, payments must be received latest by April 26, 2013.

Account Holder Sigma Insights Private LimitedAccount No 008383900000701Name of Bank Yes Bank, New DelhiPAN No. AAQCS6620RIFSC/NEFT Code YESB00000083Service Tax No AAQCS6620RSD001

Conference Department- Sigma Insights906, New Delhi House, 27, Barakhamba Road, Connaught Place, New Delhi – 110001Tel: +91 11 47501106, 4701 3714 Mobile: +91 99719 49817Email: conferences@sigmainsights.com

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The registration fee for State Electricity Boards and their successor units (state-owned Gencos, Transcos and Discoms), regulatory authorities and academic institutions will be INR 7,000 per participant.