Technology
Business
Infrastructure
Rural Development
Market Analysis
Investment
Energy
Strategy
Renewable Energy
Business Development
Environmental sustainability
Electricity
Regulatory Affairs
Urbanization
Power Industry
Electricity Demand
Part 2 of IEX Annual Meet on 7th September 2022
Rohit Bajaj
Head- Business Development, Regulatory Affairs, & Strategy
Rohit Bajaj
Head- Business Development, Regulatory Affairs, & Strategy
1. 2022 to 2030
a. Coal-based power- 2022:51%, 2030: 30%
b. 85% of incremental Capex on RE & hydro
c. Installed capacity- 2022: 403GW, 2030: 817 GW
2. 99.9% of the time we have 1 nation, 1 grid & 1 price
3. Green corridors, reduce AT & C Losses, Improve collections
a. Coal-based power- 2022:51%, 2030: 30%
b. 85% of incremental Capex on RE & hydro
c. Installed capacity- 2022: 403GW, 2030: 817 GW
2. 99.9% of the time we have 1 nation, 1 grid & 1 price
3. Green corridors, reduce AT & C Losses, Improve collections
4. Tailwinds
~Rapid urbanization
~Rural electrification
5. Consumer Demand Growth
6. Power Demand Projection
~Rapid urbanization
~Rural electrification
5. Consumer Demand Growth
6. Power Demand Projection
7. In the last 5 years, as against electricity consumption increase of 3.8%, exchange volume increased by 20%.
8. All power market participants are finding exchange as the most appropriate market to dispatch or to buy.
8. All power market participants are finding exchange as the most appropriate market to dispatch or to buy.
9. Temporary Shift in Volume from DAM to DAC
10. TAM Volume increased by 105% in first 5-month YoY basis
11. Volume likely to shift to DAM/RTM going forward
12. Monthly average DAM price increased significantly in Oct 21 & Mar – Jun 22 due to the energy crisis
10. TAM Volume increased by 105% in first 5-month YoY basis
11. Volume likely to shift to DAM/RTM going forward
12. Monthly average DAM price increased significantly in Oct 21 & Mar – Jun 22 due to the energy crisis
13. Market share drop is a temporary blip and predominantly in the TAM segment where the competition is far more fierce.
14. Supply Side Constraints leading to high-price discoveries
15. Low stock/high coal cost for IPPs leading to less round-the-clock sell- impacting supply/price in peak hours with lower clearance
15. Low stock/high coal cost for IPPs leading to less round-the-clock sell- impacting supply/price in peak hours with lower clearance
16. Dependence on domestic coal
a. 90% of coal-based requirement is met by domestic coal
b. E-auction quantity was reduced for certain time blocks
c. Started supplying more power where there was PPA available
17. E-auction pricing premium
18. Spot LNG prices
a. 90% of coal-based requirement is met by domestic coal
b. E-auction quantity was reduced for certain time blocks
c. Started supplying more power where there was PPA available
17. E-auction pricing premium
18. Spot LNG prices
19. Favourable Policy & Regulatory Environment
~Resource adequacy
~Promoting RE
~Hedging opportunities
~Leading to the deepening of markets
~Resource adequacy
~Promoting RE
~Hedging opportunities
~Leading to the deepening of markets
20.Future Opportunities
~Virtual PPAs
~P2P Trading
~Green Hydrogen & Battery Energy Storage System
~Virtual PPAs
~P2P Trading
~Green Hydrogen & Battery Energy Storage System
21.Way Forward
~Growth from recently launched products
~New Products
~New Businesses
~Favourable Policy & Regulatory Initiatives
~Coal Supply
~Demand for Electricity
~Growth from recently launched products
~New Products
~New Businesses
~Favourable Policy & Regulatory Initiatives
~Coal Supply
~Demand for Electricity
That's it.
That's the end of Part 2 of
IEX Annual Meet on 7th September 2022
Head- Business Development, Regulatory Affairs, & Strategy
Thank you!🙏
That's the end of Part 2 of
IEX Annual Meet on 7th September 2022
Head- Business Development, Regulatory Affairs, & Strategy
Thank you!🙏
Loading suggestions...