Gujarat Energy
Transcript of Gujarat Energy
22nd October, 2012
Energy landscape :
Focus on Gujarat
Most Confidential
Economic Overview : India
2
India and China are primary growth drivers of economy as
well as largest energy consumers
China’s per capita energy consumption is aligned with world
India holds huge latent demand for energy
Source: World Economic Outlook Oct 2011, IMF
0.0
0.2
0.4
0.6
0.8
1.0
1.2
1.4
1.6
1.8
2.0
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Tonnes
of
Oil E
quiv
ale
nt
Per Capita Energy Consumption
India China World
Huge Untapped potential
Source: BP Statistical Review 2011
-1.0%
1.0%
3.0%
5.0%
7.0%
9.0%
11.0%
13.0%
15.0%
2001 2003 2005 2007 2009 2011 2013 2015
GD
P G
row
th R
ate
Macro Economic Indicators
India China World
Most Confidential
India - Energy Scenario
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30%
11%53%
1%5%
34%
24%
30%
5%
6% 1%
Primary Commercial Energy Basket (% Share)
Oil
Natural Gas
Coal
Nuclear Energy
Hydro electric
Renewables
Source: BP statistical review, 2011
World
India
Primary commercial energy for 2011: 524MTOE
Source: BP statistical review, HLPL estimates
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 infrastructure is still at the nascent stage
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500
1000
1500
2000
2500
3000
kgo
e
Per capita gas consumption
World average
Most Confidential
Gujarat - Energy Scenario
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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
Power generation capacity : 19000 MW
Most Confidential
Gujarat : Case study for gas
infrastructureGas 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
(mcmd)10 65
CNG filling stations 4 272
Gas based installed
capacity (MW)1979 5000+
•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
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Most Confidential
Mundra
GSPC-Adani
Dahej
PLL
Hazira
Shell, Total
Dabhol
GAIL
Kochi
PLL
LNG Terminals in India
6
Most Confidential
Hazira Terminal –A Shell’s 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
• Connected with major
pipeline Grids
(S.S. Gemmata berthed at Hazira Port)
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