Opportunity Track in Modernization Infrastructure for Thermal Power Plants in India- 2017
India, historically has been dependent upon coal based thermal generation at large to meet its base load requirements which indeed is a polluting source of energy generation. Cognizant of this fact tagged as one of the fastest growing economies of the world, India has positioned itself gradually to migrate the alternative sources of electricity generation. Of the current installed capacity of 188 GW coming from the coal based thermal power plants, it is anticipated (arguable) 40-50 GW shall meet up their useful plant life criterion shortly or certainly exceed 20 years of their operation. With, such capacities functional at lower efficiencies it is pertinent to replace the same with modernized infrastructure with supercritical units. Recognizing this, one of the India’s largest thermal power generator NTPC limited has already announced a plan of replacing 11000 MW of aging capacity through supercritical units. 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. This development demands an in-depth and holistic study which shall be unfolded in our latest research to demystify the potential involved around the modernization of coal based thermal power plants in short, medium and long term basis. We shall conduct in-depth primary research well supported model based analysis to project the “MW” tune in which the modernization and capacity expansion will be a reality by both 2022 in mid – term and 2030 by long term.
1. EXECUTIVE SUMMARY
2. ASSESSING NEED FOR MODERNIZATION INFRA FOR THERMAL POWER PLANTS IN INDIA
2.1 Growing pressure for lowering carbon emissions in the country
2.2 Need for Greener Thermal Generation- Super critical Capacity Expansion
2.3 Larger MW Size Units – Evaluating Business Case
3. MAP OF AGEING THERMAL POWER INFRA NEED IMMEDIATE REPLACEMENT- SHORT TERM ASSESSMENT
3.1 CPSU Units
3.2 SEB’s Units
3.2 Private Players- IPP’s
4. MAP OF AGEING THERMAL POWER PLANTS- POTENTIAL FOR MODERNIZATION INFRA- MID & LONG TERM BASIS ( 10 YEARS HORIZON) XX
4.1 CPSU Units Track
4.2 SEB’s Units Track
4.3 IPP’s Track
5. GOING SUB- CRITICAL TO SUPER CRITICAL THERMAL UNITS- MARKING CHALLENGES & RESTRAINTS
5.1 Land Area Availability
5.2 R&R Implications
5.3 Expansion Capex
5.4 Potential FSA
5.5 Potential PPA
5.6 Environmental Challenges
6. BUSINESS FIT ANALYSIS FOR CAPACITY ESCALATION (MODERNIZATION): MW WISE ASSIMILATION
6.1 MW’s by 2022
6.2 MW’s by 2030
6.3 MW’s by CPSU
6.4 MW’s by SEB’s
6.5 MW’s by IPP’s
7. OPPORTUNITY TRACK FOR BTG OEM’S IN MODERNIZATION INFRA FOR THERMAL POWER PLANTS
For BTG OEM’s
a. By MW
b. By CPSU units
c. By SEB
d. By IPP’s
e. By Region
f. By State
g. In USD
8. OPPORTUNITY TRACK FOR BOP OEM’S IN MODERNIZATION INFRA FOR THERMAL POWER PLANTS
For BTG OEM’s
a. By MW
b. By CPSU units
c. By SEB
d. By IPP’s
e. By Region
f. By State
g. In USD
9. OPPORTUNITY TRACK FOR EPC SERVICE PROVIDERS IN MODERNIZATION INFRA FOR THERMAL POWER PLANTS
For EPC Service Providers
a. By MW
b. By CPSU units
c. By SEB
d. By IPP’s
e. By Region
f. By State
g. In USD
10. FRESH CAPACITIES VERSUS MODERNIZATION: PERCEPTIONS AND REALITY TRACKER FOR OPPORTUNITY
10.1 Fresh TPP Upcoming Capacity- 2022
10.2 Modernization Potential Capacity-2030/ 2025 Xx
10.3 Comparative Opportunity Tracker
10.4 Opportunity Matrix for
a. OEM’s (BTG and BoP)
b. EPC
d. Developers
e. Lending Bodies
11. COMPETITIVENESS OF MODERNIZATION INFRA VERSUS RE POWER
11.1 Tariff Track- Parity Analysis
11.2 Future Analysis- Parametric
12. CONCLUSION
13. PROJECT LIST – POTENTIAL
a. CPSU
b. SEB’s
c. IPP’s
2. ASSESSING NEED FOR MODERNIZATION INFRA FOR THERMAL POWER PLANTS IN INDIA
2.1 Growing pressure for lowering carbon emissions in the country
2.2 Need for Greener Thermal Generation- Super critical Capacity Expansion
2.3 Larger MW Size Units – Evaluating Business Case
3. MAP OF AGEING THERMAL POWER INFRA NEED IMMEDIATE REPLACEMENT- SHORT TERM ASSESSMENT
3.1 CPSU Units
3.2 SEB’s Units
3.2 Private Players- IPP’s
4. MAP OF AGEING THERMAL POWER PLANTS- POTENTIAL FOR MODERNIZATION INFRA- MID & LONG TERM BASIS ( 10 YEARS HORIZON) XX
4.1 CPSU Units Track
4.2 SEB’s Units Track
4.3 IPP’s Track
5. GOING SUB- CRITICAL TO SUPER CRITICAL THERMAL UNITS- MARKING CHALLENGES & RESTRAINTS
5.1 Land Area Availability
5.2 R&R Implications
5.3 Expansion Capex
5.4 Potential FSA
5.5 Potential PPA
5.6 Environmental Challenges
6. BUSINESS FIT ANALYSIS FOR CAPACITY ESCALATION (MODERNIZATION): MW WISE ASSIMILATION
6.1 MW’s by 2022
6.2 MW’s by 2030
6.3 MW’s by CPSU
6.4 MW’s by SEB’s
6.5 MW’s by IPP’s
7. OPPORTUNITY TRACK FOR BTG OEM’S IN MODERNIZATION INFRA FOR THERMAL POWER PLANTS
For BTG OEM’s
a. By MW
b. By CPSU units
c. By SEB
d. By IPP’s
e. By Region
f. By State
g. In USD
8. OPPORTUNITY TRACK FOR BOP OEM’S IN MODERNIZATION INFRA FOR THERMAL POWER PLANTS
For BTG OEM’s
a. By MW
b. By CPSU units
c. By SEB
d. By IPP’s
e. By Region
f. By State
g. In USD
9. OPPORTUNITY TRACK FOR EPC SERVICE PROVIDERS IN MODERNIZATION INFRA FOR THERMAL POWER PLANTS
For EPC Service Providers
a. By MW
b. By CPSU units
c. By SEB
d. By IPP’s
e. By Region
f. By State
g. In USD
10. FRESH CAPACITIES VERSUS MODERNIZATION: PERCEPTIONS AND REALITY TRACKER FOR OPPORTUNITY
10.1 Fresh TPP Upcoming Capacity- 2022
10.2 Modernization Potential Capacity-2030/ 2025 Xx
10.3 Comparative Opportunity Tracker
10.4 Opportunity Matrix for
a. OEM’s (BTG and BoP)
b. EPC
d. Developers
e. Lending Bodies
11. COMPETITIVENESS OF MODERNIZATION INFRA VERSUS RE POWER
11.1 Tariff Track- Parity Analysis
11.2 Future Analysis- Parametric
12. CONCLUSION
13. PROJECT LIST – POTENTIAL
a. CPSU
b. SEB’s
c. IPP’s
