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Energy landscape :
 Focus on Gujarat



     22nd October, 2012
Economic Overview : India
                                      Macro Economic Indicators
                  15.0%                                                                                                                      Per Capita Energy Consumption
                                                                                                                         2.0
                  13.0%
                                                                                                                         1.8




                                                                                                             quivalent
                  11.0%                                                                                                  1.6
GDP Growth Rate




                  9.0%                                                                                                   1.4
                                                                                                                         1.2




                                                                                              Tonnes of Oil E
                  7.0%
                                                                                                                         1.0
                  5.0%
                                                                                                                         0.8                                Huge Untapped potential
                  3.0%                                                                                                   0.6

                  1.0%
                                                                                                                         0.4
                                                                                                                         0.2
                  -1.0% 2001   2003      2005      2007    2009   2011   2013     2015
                                                                                                                         0.0
                                      India               China           World                                                2001   2002    2003   2004   2005     2006   2007   2008     2009   2010

                                              Source: World Economic Outlook Oct 2011,                                                       India                 China                  World
                                              IMF
                                                                                                                                                               Source: BP Statistical Review
                                                                                                                                                               2011




                          India and China are primary growth drivers of economy as
                          well as largest energy consumers

                          Chinas per capita energy consumption is aligned with world

                          India holds huge latent demand for energy


                                                                                     Most Confidential                                                                                       2
India - Energy Scenario
 Primary commercial energy for 2011: 524MTOE
                                                                                            Per capita gas consumption
World
         Primary Commercial Energy Basket (% Share)                                  3000

                                                                                     2500
                     6% 1%
              5%                                                                     2000
                         5%
                    1%                                    Oil




                                                                              kgoe
                                           34%
                                     30%                                             1500
                                                          Natural Gas
                                                          Coal                       1000

                                                          Nuclear Energy                                                 World average
        30%                                                                           500
              53%                                         Hydro electric
                                     11%                                                0
                                                          Renewables
India
                               24%

                                                                                              Source: BP statistical review, HLPL estimates
                                            Source: BP statistical review, 2011


                              Coal to remain the mainstay of energy basket

                              Dependency of Oil need to be reduced with gas

                              India hold huge latent potential for gas given

                                     Share of gas far lower than global average

                                     Per capita gas consumption is far below world average as well
                                     as neighboring countries

                                     Gas infrastructureMost Confidentialnascent stage
                                                       is still at the                                                         3
Gujarat - Energy Scenario




  Power generation capacity : 19000 MW


   Gas contributes above Indian average of 11%
   20% share of renewable in total power portfolio
   35% of power generation capacity is with Private Power
   producers
   Power surplus state and export power to other part of
   country
                           Most Confidential                4
Gujarat : Case study for gas
infrastructure
                                                     Gas grid in Gujarat
                                                        Investment: USD Mn 450+
                                                        Pipeline network 2366KM
                                                        Gas sales in 515
                                                         cities/towns/villages


                                                 Gas Grid Impact           2000-01       2011-12
                                                 Pipeline network (km)      395          2366
                                                 Total Gas Consumption
                                                                             10            65
                                                 (mcmd)
                                                 CNG filling stations        4            272
                                                 Gas based installed
                                                                            1979         5000+
                                                 capacity (MW)


   Share of gas in energy basket : Gujarat (>25%) India (~10%)

   GSPC Gas, largest CGD company in the country , is based only on R-LNG.
   7 operating CGD companies

   RLNG consumption by power & fertilizer sector :30% while remaining
   70% goes to other sector including distribution
                                 Most Confidential                                   5
LNG Terminals in India
 Mundra
GSPC-Adani




   Dahej
    PLL
   Hazira
Shell, Total




  Dabhol
   GAIL




       Kochi
        PLL



                    Most Confidential   6
Hazira Terminal A Shells Growth
Story
                                            Shareholders: Shell 74%,
                                             Total 26%

                                            Total Investment: $700mn+

                                            One of the largest FDI

                                            Current capacity :3.6 mtpa

                                            Infrastructure laid out for 5-
                                             10 mtpa

                                            LNG ship sizes  75,000 to
                                             215,000 m3
 (S.S. Gemmata berthed at Hazira Port)

                                            Connected with major
                                             pipeline Grids
                                Most Confidential                         7

More Related Content

Gujarat Energy

  • 1. Energy landscape : Focus on Gujarat 22nd October, 2012
  • 2. Economic Overview : India Macro Economic Indicators 15.0% Per Capita Energy Consumption 2.0 13.0% 1.8 quivalent 11.0% 1.6 GDP Growth Rate 9.0% 1.4 1.2 Tonnes of Oil E 7.0% 1.0 5.0% 0.8 Huge Untapped potential 3.0% 0.6 1.0% 0.4 0.2 -1.0% 2001 2003 2005 2007 2009 2011 2013 2015 0.0 India China World 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Source: World Economic Outlook Oct 2011, India China World IMF Source: BP Statistical Review 2011 India and China are primary growth drivers of economy as well as largest energy consumers Chinas per capita energy consumption is aligned with world India holds huge latent demand for energy Most Confidential 2
  • 3. India - Energy Scenario Primary commercial energy for 2011: 524MTOE Per capita gas consumption World Primary Commercial Energy Basket (% Share) 3000 2500 6% 1% 5% 2000 5% 1% Oil kgoe 34% 30% 1500 Natural Gas Coal 1000 Nuclear Energy World average 30% 500 53% Hydro electric 11% 0 Renewables India 24% Source: BP statistical review, HLPL estimates Source: BP statistical review, 2011 Coal to remain the mainstay of energy basket Dependency of Oil need to be reduced with gas India hold huge latent potential for gas given Share of gas far lower than global average Per capita gas consumption is far below world average as well as neighboring countries Gas infrastructureMost Confidentialnascent stage is still at the 3
  • 4. Gujarat - Energy Scenario Power generation capacity : 19000 MW Gas contributes above Indian average of 11% 20% share of renewable in total power portfolio 35% of power generation capacity is with Private Power producers Power surplus state and export power to other part of country Most Confidential 4
  • 5. Gujarat : Case study for gas infrastructure Gas grid in Gujarat Investment: USD Mn 450+ Pipeline network 2366KM Gas sales in 515 cities/towns/villages Gas Grid Impact 2000-01 2011-12 Pipeline network (km) 395 2366 Total Gas Consumption 10 65 (mcmd) CNG filling stations 4 272 Gas based installed 1979 5000+ capacity (MW) Share of gas in energy basket : Gujarat (>25%) India (~10%) GSPC Gas, largest CGD company in the country , is based only on R-LNG. 7 operating CGD companies RLNG consumption by power & fertilizer sector :30% while remaining 70% goes to other sector including distribution Most Confidential 5
  • 6. LNG Terminals in India Mundra GSPC-Adani Dahej PLL Hazira Shell, Total Dabhol GAIL Kochi PLL Most Confidential 6
  • 7. Hazira Terminal A Shells Growth Story Shareholders: Shell 74%, Total 26% Total Investment: $700mn+ One of the largest FDI Current capacity :3.6 mtpa Infrastructure laid out for 5- 10 mtpa LNG ship sizes 75,000 to 215,000 m3 (S.S. Gemmata berthed at Hazira Port) Connected with major pipeline Grids Most Confidential 7