MORNING MEGAWATT Delivery: 7 October 2017 Last updated: 10:00 AM MARKET MOVERS 7 October 2017 7000 Price West Bengal Buy Himachal Pradesh Sale 2500 5250 1875 Price (Rs/MWh) 3500 1250 1750 625 0 0 1700-1715 1715-1730 1730-1745 1745-1800 1800-1815 1815-1830 1830-1845 1845-1900 1900-1915 1915-1930 1930-1945 1945-2000 2000-2015 2015-2030 2030-2045 2045-2100 2100-2115 2115-2130 2130-2145 2145-2200 2200-2215 2215-2230 2230-2245 2245-2300 PRICE SUMMARY @ IEX DAM North West South East RTC price (Rs/kWh) 5.44 5.44 5.44 5.44 Daily change 3.05% 3.05% 3.05% 3.05% Difference to 5-DMA 28.20% 28.20% 28.20% 28.20% Min. price (Rs/kWh) 4.00 4.00 4.00 4.00 Daily change 0.01% 0.01% 0.01% 0.01% Difference to 5-DMA 52.06% 52.06% 52.06% 52.06% Max. price (Rs/kWh) 6.25 6.25 6.25 6.25 Daily change 32.31% 32.31% 32.31% 32.31% Difference to 5-DMA 9.73% 9.73% 9.73% 9.73% Major Buyers Uttar Pradesh Jammu & Kashmir Gujarat Maharashtra Tamil Nadu Karnataka West Bengal Bihar Major Sellers Himachal Pradesh Punjab Madhya Pradesh DB Telangana Karnataka Teesta Urja Jindal India Thermal
MARKET INTELLIGENCE SUMMARY All-India RTC clearing price slipped marginally as supply increased to the highest level since 18 September. Buy bids volume increased 3.3% to 247 MUs, a new multi-day high while sell bids volume was up 17% to 160 MUs. Major jump in procurement came from West Bengal, Uttar Pradesh and Odisha while Gujarat maintain procurement of 40 MUs, or more than a fourth of the cleared volume. WESTERN REGION: Several power units were shutdown due to technical outage as well as fuel shortage across the western region on 6 October. However, a total of 2,276 MW capacity was also revived on the day; three of these unit had earlier been shut due to coal shortage, including Adani Tiroda (660 MW) and RattanIndia (270 MW). On 7 October, Maharashtra suffered outage of 710 MW due to technical reasons while a 660 MW unit of NTPC Sipat was shutdown due to boiler tube leakage. NORTHERN REGION: On 6 October, a 600 MW unit in the state sector in Rajasthan was shutdown due to coal shortage while in Punjab a 700 MW unit was revived which had been shut since 15 September due to fuel shortage. As per revision #36 on 7 October, Uttar Pradesh had reported an increase of 9% in grid import indicating an increase in demand (possibly due to increasing temperatures). The state had to increase procurement from IEX inspite of the 7% increase in supply from central sector power plants. EASTERN REGION: On 6 October, power supply from central sector to West Bengal declined by around 9 MUs (as per revision #29) while there was little change in the total grid import volume. BUYERS & SELLERS @ IEX DAM* Buyers Today s Sellers Today s Gujarat 40.5 40.9 Teesta Urja 17.1 20.8 West Bengal 34.7 27.2 Telananga 13.7 8.2 Uttar Pradesh 21.8 10.9 Karnataka 10.8 10.5 Bihar 18.8 19.1 Himachal Pradesh 9.1 9.6 Odisha 10.1 6.3 Punjab 8.9 0.0 Maharashtra 9.9 9.5 Sembcorp Gayatri 8.8 8.8 Jammu & Kashmir 4.8 4.4 Madhya Pradesh 6.8 3.7 Tamil Nadu 2.9 1.1 DB 6.1 5.3 Karnataka 1.3 1.6 GMR Chhattisgarh Energy 4.8 0.0 Daman & Diu 1.1 1.0 Karcham Wangtoo 4.2 4.2 Adani -III 4.1 4.0 Adani -I 3.8 3.8 Jindal India Thermal 3.3 2.7 Neyveli Lignite 3.1 0.1 Andhra Pradesh 2.5 2.6 Odisha 2.5 1.2 Sikkim 2.4 2.2 IndiaTrading.info, 2017 2
Buyers Today s Sellers Today s Jaypee Nigrie 2.3 2.3 Neyveli Lignite 2.2 0.0 Gujarat 2.1 1.3 Delhi 2.0 1.4 Uttar Pradesh 1.8 1.8 Chuzachen Hydro 1.7 1.8 ACBIL 1.6 1.6 IL&FS Energy 1.6 1.6 Rajasthan 1.4 1.1 West Bengal 1.4 1.6 Jorethang Hydro 1.2 2.0 Essar Mahan 1.2 0.0 Spectrum 1.2 1.2 Dikchu Hydro 1.2 1.6 TRN Energy 1.1 1.1 * with sales or procurement of at least 1 MUs Chhattisgarh 1.0 0.4 SHORT-TERM BILATERAL POWER TRANSACTIONS^ Buyers Sellers Volume Tamil Nadu GEDCO 18.7 17.9 Sembcorp Gayatri 19.4 19.5 Bihar SPHCL 18.1 19.5 Jaypee Nigrie 16.4 16.4 Chhattisgarh SPDCL 15.6 15.8 Jindal -I 9.2 9.3 Maharashtra SEDCL 11.7 9.3 Meenakshi Energy 8.2 3.1 Telangana SSPDCL 8.0 6.2 GMR Chhattisgarh Energy 6.2 9.5 Andhra Pradesh SPDCL 7.2 7.2 West Bengal SEDCL 5.9 5.9 Bangladesh 5.9 5.9 Punjab SPCL 5.4 3.0 Essar Steel 4.9 6.2 Essar Mahan 5.2 6.5 Madhya Pradesh PMCL 3.6 3.3 Jindal -II 4.8 4.8 Jharkhand 3.0 3.0 Andhra Pradesh PCC 3.9 3.9 Noida PCL 2.2 2.2 Adhunik 3.0 3.0 Haryana PPC 2.1 2.2 Tata -Delhi 2.8 2.8 IndiaTrading.info, 2017 3
Buyers Sellers Volume Telangana PCC 2.1 2.1 Shree Cement 2.7 2.6 BEST-Mumbai 1.6 1.7 OPG -II 2.2 2.1 Dagachhu Hydro 2.2 2.2 DVC 2.1 2.1 Telangana 2.1 2.1 Jindal India Thermal 1.2 1.2 Maharashtra SEDCL 1.2 1.2 ^ Sales or purchase of more than 1 MUs covered Jammu & Kashmir 1.0 1.2 IPP # TRANSACTION SUMMARY Generator Installed Capacity IEX Sales IEX Sales STOA Sales STOA Sales ACBIL 270 1.6 66 0.6 23 Adani I 1320 3.8 159 0.1 4 Adani III 1980 4.1 170 0.0 0 Adhunik 1080 0.0 0 3.0 124 DB 1200 6.1 254 0.3 11 Dhariwal Infrastructure 600 0.1 3 0.0 0 Essar Mahan 1200 1.2 50 5.2 218 GMR Chhattisgarh 1370 4.8 200 6.2 259 IL&FS Energy 1200 1.6 66 0.0 0 Jindal India 1800 3.3 139 1.0 42 Jindal -I 1000 0.4 15 4.6 193 Jindal -II 2400 0.8 35 4.8 201 JP Nigrie 1320 2.3 94 14.8 617 JSPL DCPP 540 0.1 5 0.0 0 Lanco Amarkantak 1920 0.0 0 0.3 13 Maruti CCPL 300 0.4 18 0.1 5 MB 1200 1.0 41 0.5 19 Meenakshi Energy 1000 0.0 0 3.7 156 OPG II 300 0.0 0 1.1 46 Sembcorp Gayatri 1320 8.8 367 19.2 801 IndiaTrading.info, 2017 4
Generator Installed Capacity IEX Sales IEX Sales STOA Sales STOA Sales Spectrum 208 1.2 50 0.6 24 TRN Energy 600 1.1 46 0.0 0 # Only CTU connected IPPs active in either IEX DAM or STOA CONGESTION MONITORING 7 October 2017 Region Type of Congestion Block Western Region No congestion NA Southern Region No congestion NA Northern Region No congestion NA Eastern Region No congestion NA North-Eastern Region No congestion NA For ER to SR, total transfer capacity fell by 300 MW for 0830 to 2400 hour time blocks from 8th to 9th October 2017 due to shutdown of Pole-1 East Bus-1 and 2 at Gazuwaka (one by one). REGIONAL GENERATION OUTAGE SUMMARY 7 October 2017 Region Installed Capacity Total Outage Planned Outage Forced Outage Outage due to load demand North 90,915 11,630 5,065 6,566 2,438 West 1,08,233 32,570 14,708 17,862 5,332 South 92,576 11,472 1,230 10,242 2,676 Installed capacity source: CEA monthly installed capacity reports Data as on 0630 hours, 7 October 2017 Note: Outage due to low demand is a subset of planned or forced outage PoC LOSSES 2 8 October 2017 Entity Name Injection (%) Withdrawal (%) Entity Name Injection (%) Withdrawal (%) ACBIL/Spectrum 2.36 0.00 Mizoram 2.20 2.20 Adani Mundra 2.36 0.00 Nagaland 0.70 0.70 Adhunik 0.77 0.00 NCC Project 1.01 0.00 Andhra Pradesh 0.51 1.01 NEEPCO Ranganadi 1.95 0.00 IndiaTrading.info, 2017 5
Entity Name Injection (%) Withdrawal (%) Entity Name Injection (%) Withdrawal (%) Arunachal Pradesh 0.20 1.20 NLC 1.01 0.00 Assam 0.95 1.45 NLC Tamil Nadu 1.26 0.00 Avantha Korba West 2.36 0.00 NTPC Barh 0.77 0.00 BALCO 2.36 0.00 NTPC Bongaigaon 1.95 0.00 Bangladesh 0.02 0.27 NTPC Dadri 0.70 0.00 Bhakra Beas Hydro 1.20 0.00 NTPC Farakka 1.02 0.00 Bharatiya Rail Bijlee 1.02 0.00 NTPC Jhajjar 0.70 0.00 Bhutan 1.27 0.00 NTPC Kahalgaon 0.77 0.00 Bihar 1.77 1.27 NTPC Koldam Hydro 1.20 0.00 Chamera Hydro 1.45 0.00 NTPC Korba 2.11 0.00 Chamera I Hydro 1.45 0.00 NTPC Mauda 2.36 0.00 Chamera Pooling 1.45 0.00 NTPC Ramagundam 0.76 0.00 Chandigarh 0.70 2.20 NTPC Rihand 2.20 0.00 Chhattisgarh 1.86 1.86 NTPC SAIL 1.11 0.00 Coastal Energen 1.26 0.00 NTPC Simhadri 1.01 0.00 Dadar & Nagar Haveli 0.86 1.61 NTPC Singrauli 2.20 0.00 Daman & Diu 0.86 1.36 NTPC Sipat 2.36 0.00 DB 2.36 0.00 NTPC Talcher 1.02 0.00 Delhi 0.70 1.20 NTPC Talcher-2 1.52 0.00 Dhariwal Infrastucture 2.61 0.00 NTPC Vindhyachal 2.36 0.00 Dulhasti Hydro 1.45 0.00 Odisha 0.77 0.77 DVC 1.02 0.77 ONGC Tripura Gas 0.95 0.00 Essar Steel 0.86 2.61 Parbati I Hydro 1.45 0.00 GMR Chhattisgarh 2.61 0.00 Puducherry 0.01 1.76 GMR Kamalanga 0.77 0.00 Punjab 1.20 1.70 GMR Warora 2.11 0.00 Rajasthan 1.70 2.20 Goa 0.86 2.61 Rajasthan Atomic 1.70 0.00 Gujarat 1.11 1.86 Rampur Hydro 1.45 0.00 Haryana 1.20 1.95 Ratnagiri Gas & 0.86 0.00 Himachal Pradesh 1.70 1.70 RKM 2.36 0.00 IndiaTrading.info, 2017 6
Entity Name Injection (%) Withdrawal (%) Entity Name Injection (%) Withdrawal (%) IL&FS Energy 1.26 0.00 Sardar Sarovar Project 1.86 0.00 Jammu & Kashmir 1.20 1.20 Sasan UMPP 2.36 0.00 Jhabua 2.61 0.00 Sikkim 1.02 0.27 Jharkhand 0.52 1.02 Simhapuri Energy 1.01 0.00 Jindal India Thermal 0.77 0.00 SJVN Nathpa Jhakri 1.45 0.00 Jindal (Extn.) 2.36 0.00 Sree Cement 1.20 0.00 Jindal & JSPL 2.61 0.00 Tamil Nadu 0.76 1.01 JP Nigrie 2.36 0.00 Tarapur Atomic 0.86 0.00 Kaiga Atomic 0.76 0.00 Tata Mundra UMPP 1.86 0.00 Karcham Wangtoo 1.45 0.00 Teesta Hydro 1.27 0.00 Karnataka 0.76 1.51 Teesta Hydro III 1.27 0.00 Kerala 1.01 1.76 Telangana 0.76 1.01 Koteshwar Hydro 1.70 0.00 THDC Tehri 1.70 0.00 KSK Mahanadi 2.36 0.00 Thermal tech 1.01 0.00 Kudankulam Atomic 1.01 0.00 Torrent 0.86 0.00 Lanco Amarkantak 2.36 0.00 Tripura 0.70 0.45 Madhya Pradesh 1.11 1.61 TRN Energy 2.61 0.00 Maharashtra 1.36 1.86 Uri Hydro 0.95 0.00 Maithon 0.77 0.00 Uri Hydro I 0.95 0.00 Manipur 0.95 1.20 Uttar Pradesh 1.70 1.95 MB 2.61 0.00 Uttarakhand 1.45 1.70 Meenkashi Energy 1.01 0.00 NTPC Vallur 0.76 0.00 Meghalaya 0.95 2.20 West Bengal 0.77 1.27 IndiaTrading.info, 2017 7
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