SIGMA insights

Conference on: Coal Sourcing for Power Plants

May 21, 2013, Le Meridien, New Delhi

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 CILs 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 CILs 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.

Steep Rise in Coal Imports in the Country

Country Quantity FY11 Value Rs./Tonne Quantity FY12 Value

Qty & Value in Mn Tonnes and Mn Rupees 9M FY13 Rs./Tonne Quantity Value Rs./Tonne

4,166 5,627 8,853 9,531

Indonesia Australia South africa USA Russia New zealand Others Total

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

13,750 10,734 5,107 11,196 9,969 9,691 5,976 6,029

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

4,676 13,178 6,311 13,364 8,279 13,527 7,614 7,665

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

10,953

11,218 6,158 6,260

A Must Attend For

Coal Traders Coal Producers Power Producers Coal Consumers ( Steel/ Cement and others) EPC contractors/Civil Contractors Government Organizations Coal Miners/Mine Development Operators Regulatory Bodies Logistics Service Providers Shipping Companies Financial Institutions Investors and PE firms

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

May 21, 2013, Le Meridien, New Delhi

Agenda Structure Session 1: Inaugural Session: Sourcing of Coal
Production and reserve supply status of domestic coal in India The demand and need of Imported coal for our Power Plants Identifying and managing new supply sources Feasible solution for the continuous supply-demand gap Finding alternatives for coal sourcing Financial viability of projects using high grade imported coal Rise in the tax structure for imported coal Benchmarking regulation of the Indonesian government for high grade coal Looking at China as a major competition

Session 4: Solutions for impending issues in coal availability

Long term coal linkages to enhance performance of power plants Evaluating Coal India PPP Policy Looking at restructuring of coal blocks allocation policy Exploring possibility of allocation of deallocated coal blocks under PPP Price Pooling mechanism to meet the demandsupply gap

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

Need of an independent coal regulator to boost private sector investment Policies and reforms to end monopoly in various states Fixing guidelines for price revision in supply pacts Increasing transparency in the allocation of coal reserves Revision of competitive bidding norms Emphasizing on PPP policy to raise coal production

Session 5: Coal Transportation and Logistics

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

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

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

About Us
Sigma Insights is Indias 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 etc Power Utilities Tata Power, SN Power, AES etc Capital Goods Larsen & Toubro, Hitachi, General Electric etc Research Houses IDFC Securities, Nomura, ICRA etc To Register, email us at conferences@sigmainsights.com or call us at 011-47501106

Registration Form
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Registration Fee Indian Delegate

Before April 26, 2013 INR 18,000 Standard Price INR 20,000

Foreign Delegate
Before April 26, 2013 $370 Standard Price $400

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.

RTGS Details
Account Holder Account No Name of Bank PAN No. IFSC/NEFT Code Service Tax No Sigma Insights Private Limited 008383900000701 Yes Bank, New Delhi AAQCS6620R YESB00000083 AAQCS6620RSD001

Contact
Conference Department- Sigma Insights 906, New Delhi House, 27, Barakhamba Road, Connaught Place, New Delhi 110001 Tel: +91 11 47501106, 4701 3714 Mobile: +91 99719 49817 Email: conferences@sigmainsights.com

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.

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