Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
671 Views
India: Coal Availability Improves at Power Plants, but Utilizations Yet to Pick Up on Lower Demand
In the first half of FY19, there has been a serious shortage of coal in several thermal power plants in India which was affecting as much as 25% of...
864 Views
India: Thermal Coal Imports Are Rising, What Does It Mean For End User Industries and the Economy?
India's coal imports have risen 10% in the first eight months of FY19 and this year is likely to be the repeat of previous financial year when...
617 Views
India: Has 'UDAY' Failed to Revive Power Sector and Why State Govt DISCOMs Aren't Easy to Reform?
At the time of its launch more than three years ago, UDAY (Ujwal DISCOM Assurance Yojana) was envisaged as the solution for distress in Indian...
632 Views
Coal India (COAL IN): Big Miss in Production and Off-Take, No Light at the End of the Tunnel Yet
November was the worst operating performance month so far in FY19 for Coal India Ltd (COAL IN) with only marginal growth in production and off-take...
404 Views