Bharatbook.com has this special report, which sources information of the Indian coal industry faces shortage of supply akin to the gas industry a decade ago. As per Infraline’s estimates, the domestic shortage of coal would be around 300 MT by the end of the XII Five-Year Plan. This demand-supply mismatch is likely to widen drastically over the medium to long-term. As a result of this scenario, many Indian companies are scouting, and some have succeeded in acquiring global coal assets. While such coal imports would address the supply needs, it would still face the risks associated with prices, country’s politics, economy and associated infrastructure. Even the recent proposal on pooled-pricing of coal to leverage the costlier foreign coal is not an appropriate solution, as it is likely to add huge national cost and discourage domestic mining. The bottom line is that the productivity of domestic mining companies is abysmally poor when compared globally. What India needs is reforms in opening the coal mining sector to private participation. The MMDR Amendment Act, 2010 in the last fi scal paved the way for introducing competition in coal mining. The Ministry of Coal (MoC) recently issued the draft guidelines for allocation of captive coal blocks on competitive basis. Against the earlier preference- based practice, the new blocks will be offered with reserve price tags set by MoC on the basis of the assessed resourcefulness of the blocks. Moreover, the bidders whose end-useplants are in same State as the notifi ed block would be given a due weightage while evaluation. Successful bidders would have to explore, develop, operate, and close the mines, which would create huge business opportunities for other players in the mining industry. New entrants without deep pockets for acquiring global coal could now opt for domestic captive blocks in order to minimise their costs and risks. InfralineEnergy through its second annual edition of “CAPTIVE COAL BLOCKS IN INDIA – 2011” investigates the captive coal space in a 360 degree perspective. The preliminary sections are contemplated to showcase the ground realities of the industry supported by updated facts and fi gures. Statistical models are used to forecast the demand for coal under various scenarios, assess the supply position from declared production and planned imports so as to deduce the precise demand that captive coal can address. Such demand sizing is indispensable for macrolevel business decisions and is the only thing investors would ever need. Based on recent block-wise status and developments, the further sections will trace the trends set by the allocation done so far. Though of different nature and varying quantum, captive coal similar to imported coal, faces certain unquantifi able risks demanding premium-returns unless assessed and mitigated in time. In addition to the comprehensive block-wise details and trends on so far allocation, the report will bring out the primary-research outputs on end-use projects, de-allocated blocks, distressed blocks and blocks in line for future allocation. Over and above, the exclusive issue map on uncertainties and challenges, impact analysis of the proposed competitive bidding mechanism, industry opinions, comparative analysis of different sourcing options and economics of Captive Mining will altogether set an innovative path fi nding guide to all stakeholders Industry-fi rst analysis on * Ground realities on extractable reserves, actual productivity and effi ciency setbacks * Captive coal demand sizing through scenario based outlook on aggregate demand and supply position by FY20 * Recent trends in block allocation and production * Impact analysis of the proposed competitive reserve-price tag mechanism (MMDR Act, 2010) * Key issues and challenges from the perspective of owners, lenders and developers * Comparative analysis on different sourcing options viz Captive, Imported and Linkage Coal * Estimated investments in captive coal segment * Qualitative analysis on associated risks and mitigating measures * Business case analysis – capital cost of coal mining projects and contracting arrangements * Mapping business opportunities for stakeholders in the value-chain * Feasibility of the emerging business models like trading surplus coal, merchant mining etc. Comprehensive Data Points on * Details of the blocks allocated so far * List of de-allocated blocks with reasons * Recent status of end-use-projects * Details of the blocks in Captive Mine list * List of blocks identifi ed for future allocation Key Questions Answered * What is the key rationale behind the supply shortfall in domestic coal industry? * Will CIL’s CLTO Import Model sustain in long run? Its infl uence on domestic production? * What cost-advantages does captive coal bring to the end-use-projects? * Why production from captive mines has not picked as expected? * Is environmental clearance the only factor arresting the industry’s growth? * Will the proposed competitive mechanism pave the way for merchant mining or privatisation? Table of Contents : 1. The Dynamics of Indian Coal Industry – Historical Trends Contribution to India’s energy-mix Estimated and Proven Reserves Extractable Reserve Base from Geological, Technical and Economical Perspective Demand and Supply Position Production and Consumption Pattern Long-term and Short-term Prices Imports and Trading Trends Washing and Blending Trends Transportation Environment 2. Coal Demand Supply Outlook - 2020 Forecasted Aggregate Demand for Coal Planned Domestic Production Planned Imports Estimated Unmet Demand 3. Captive Coal Block – The Marquee Asset Defl ated Fuel Supply and Price Risks Pricing Power - Competent Cost Advantages to EUPs Captive Coal Vs Imported Coal Vs Linkage Coal – A Comparative Analysis 4. Trends in Block Allocation & Production Analysis on the Blocks Allocated and Development Status – Year-wise – State-wise – Industry-wise – Developer-wise – Capacity-wise – EUP-wise – Grade-wise – Current Status-wise – Production-wise – Mine-type wise 5. Investments Planned and Proposed in Captive Coal Segment Key Players Ahead in Investments Proposed Investments Financing Arrangements and Options Industry Case-studies 6. Risks Associated with Captive Mining Risks Faced by Developers – Qualitative Analysis Mitigating Techniques Best Industry Practices 7. Business Case Analysis Enabling Policy Framework Value-chain in Captive Coal Block Development Coal Mine Life Cycle – Major Milestones – Sequence of Operations – Time-lines Involved Capital Cost of Coal Mining Projects Cost, Production and Revenue Sharing Arrangements Existing Business Models – EPC Model – Outsourcing – Joint Venture – Hybrid Structure – Group Captive Mining 8. Issues and Challenges in Captive Coal Block Development Concerns in Allocation and Award Process Issues from the Perspective of Government, Lenders, Owners and Developers – Land Acquisition and R&R Issues – Infrastructure and Exploration Issues – Environmental and Legal Issues – Lack of Expertise to Develop Mines – Financing Issues – Lack of Appropriate Business Structure Other Intangible Issues Collated Issue-map for Captive Mining 9. Business Opportunities in the Value Chain EPC Companies in Mining, Washing Technology Providers Equipment Manufacturers Logistics Providers Associated Mine Infrastructure Technical Consultants 10. Impact of Recent Developments in Coal Mining Space MMDR Bill - Thrust on Competition and Profi t Sharing – Linking 26% Profi t Sharing with Mineral Value – Analysis on Future Entry and Participation Impact Analysis of Competitive Bidding Guidelines – Proposed Changes in Award Process – Industry Opinions on Competitive Bidding Environmental Policy Changes – MoEF Guidelines – Impact on Recent Coal Mining Projects – Current Policy Stance Planning Commission’s Pooled-Pricing Mechanism – Infl uence on Captive Mining CIL’s Coal for Long Term Off-take (CLTO) Import Model – Evaluating the Sustainability – Infl uence on Domestic Production Latest Initiatives and Strategies of MoC 11. Emerging Business Models for Private Sector Participation Newer Technologies - UCG, CTL, CBM Development Diverting and Trading Surplus Coal – On the Anvil Merchant Mining Model - New Paradigm Privatisation – The Next Transition Exports 12. Key Research Findings Foreign Customers kindly click here For more information kindly visit : http://www.bharatbook.com/detail.asp?id=133895&rt=Captive-Coal-Blocks-in-India-2011-Unveiling-the-opportunities-beneath-For-Indian-Customers.html Related Reports China Coal Mining Industry Profile - CIC0610 http://www.bharatbook.com/detail.asp?id=129781&rt=China-Coal-Mining-Industry-Profile-CIC0610.html UK COAL PLC Company Profile- Business Overview, Key Strategies, Operations and SWOT Analysis http://www.bharatbook.com/detail.asp?id=156944&rt=UK-COAL-PLC-Company-Profile-Business-Overview-Key-Strategies-Operations-and-SWOT-Analysis.html -30- Or, Contact us at : Bharat Book Bureau Tel: +91 22 27578668 Fax: +91 22 27579131 Email: info@bharatbook.com Website: www.bharatbook.com Follow us on twitter: http://twitter.com/#!/BharatBook Please visit our blog at http://bharatresearch.wordpress.com
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