Energy Sector Analysis


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A brief intro to energy sector in India

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Energy Sector Analysis

  1. 1. Energy Sector Analysis Suranjan Das Power to all by 2012
  2. 2. Energy Security Key Priority for India 166366 MW Current Installed capacity 100000 MW Add Capacity 14500 MW Add Capacity: RES 50 MW Solar ? MW Wind ? MW Hydro ? MW Biomass 10% Peak Power Shortage 7% Overall Power Shortage 86004 MW Coal 36953 MW Hydro 4560 MW Nuclear 16430 MW RES 17221 MW Gas 1120 MW Oil 104424 MW Thermal Existing Capacity During 2012-2017 Source: Ministry of Power: New additional Capacity India has 5th Largest electricity generation capacity in the world Rs 7.25 trillion in investment during the 11th Plan period According to IEA estimates, RES could help India abate millions of tones of CO2 82% 17% 1% 63%%
  3. 3. Power Sector Value Chain Power Generation Power Transmission Power Distribution Major Contractor Power Companies (Reliance Power / Tata Power ) Turbine Suppliers Natural Resource Types Of Turbines Manufacturing Maintenance Technology / Materials Efficiency / Performance Tender Based Public Sector companies or State electricity boards (SEB) have presence across value chain
  4. 4. Challenges ahead of us <ul><li>Thermal </li></ul><ul><ul><li>Shortage of Fuel </li></ul></ul><ul><ul><li>Infrastructure bottlenecks </li></ul></ul><ul><li>Hydro </li></ul><ul><ul><li>Most hydro-projects are located in remote and inaccessible areas, mostly in difficult and hilly terrain. </li></ul></ul><ul><ul><li>Land Availability </li></ul></ul><ul><ul><li>Procedural delay like obtaining environmental and forest clearances </li></ul></ul><ul><ul><li>Geological surprises are typical in the Himalayan geology and are a major challenge </li></ul></ul><ul><ul><li>Resource crunch due to massive initial capital investment with smaller internal rate of return. </li></ul></ul><ul><ul><li>Projects in India are mired in inter-state disputes for water and power sharing. </li></ul></ul><ul><ul><li>There is an overall dearth of competent contractors who can smoothly steer hydro-projects through all the challenges and risks during their course of execution. </li></ul></ul><ul><li>Wind </li></ul><ul><ul><li>Access to good potential wind sites – getting scarce intense competition. </li></ul></ul><ul><ul><li>Regulatory uncertainty remains another area of concern. </li></ul></ul><ul><ul><li>Unpredictable nature difficult to forecast or schedule </li></ul></ul><ul><ul><li>This limits the possibility of trading wind power </li></ul></ul><ul><ul><li>Investment to strengthen the transmission grid to accommodate new wind power capacities. </li></ul></ul><ul><li>Solar </li></ul><ul><ul><li>High cost and lack of technology. </li></ul></ul><ul><ul><li>Reliability and convenience of solar systems </li></ul></ul><ul><ul><li>Large area required for power generation </li></ul></ul>
  5. 5. Some Companies in Energy Sector <ul><li>Energy Companies </li></ul><ul><ul><li>NTPC </li></ul></ul><ul><ul><li>NHPC </li></ul></ul><ul><ul><li>Tata Power </li></ul></ul><ul><ul><li>Moser Baer Power & Infrastructure Ltd </li></ul></ul><ul><ul><li>Reliance Power </li></ul></ul><ul><ul><li>JSW Power </li></ul></ul><ul><ul><li>Orient Green Power Ltd (OGPL) </li></ul></ul><ul><ul><li>KEC International (Power T&D) </li></ul></ul><ul><ul><li>Torrent Power </li></ul></ul><ul><ul><li>Pandurang Energy Systems </li></ul></ul><ul><ul><li>GMR </li></ul></ul><ul><ul><li>RVK Energy </li></ul></ul><ul><ul><li>Lanco Infratech Ltd. </li></ul></ul><ul><li>Rewnewable energy </li></ul><ul><ul><li>Azure Power </li></ul></ul><ul><ul><li>Suzlon </li></ul></ul><ul><ul><li>Applied Solar technologies </li></ul></ul><ul><ul><li>Auro Mira Energy </li></ul></ul><ul><ul><li>Husk Power systems </li></ul></ul><ul><ul><li>Bhilwara Energy – Part of LNL Bhilwara group </li></ul></ul><ul><ul><li>Adhunik Power & Natural Resources Ltd (APNRL) </li></ul></ul><ul><ul><li>Indo Wind energy Ltd </li></ul></ul><ul><li>Service Providers </li></ul><ul><ul><li>MJB Gas Turbine Service (provide service to REL; Essar; Bechtel) </li></ul></ul><ul><ul><li>Chromalloy India (provide service to Air India) </li></ul></ul>
  6. 6. Presence of Major Turbine Manufacturers <ul><li>Mitsubishi Heavy Industries as JV with L&T </li></ul><ul><ul><li>L&T MHI Boilers Pvt Ltd (LMBP) near Faridabad </li></ul></ul><ul><ul><li>L&T MHI Turbine Generators Pvt Ltd (LMPT) in Hazira Gujarat </li></ul></ul><ul><ul><li>MHI – VST Diesel Engines Pvt Ltd (MVDE) in Mysore </li></ul></ul><ul><ul><li>Mitsubishi Heavy Industries India Precision Tools LTD (MHI-IPT) In Ranipet TN </li></ul></ul><ul><ul><li>Mitsubishi Heavy Industries India Pvt Ltd (MHII) </li></ul></ul><ul><li>Toshiba as JV with JSW </li></ul><ul><ul><li>Toshiba JSW Turbine and Generator Pvt Ltd (Chennai) </li></ul></ul><ul><ul><li>Toshiba Thermal & Hydro Power Systems Company (Gurgaon) </li></ul></ul><ul><ul><li>Toshiba Plant systems & service Cooperation (TPSC) India Pvt Ltd. in Hyderabad </li></ul></ul><ul><li>Hitachi has a new JV with BRG Energy Systems (30%-70%) </li></ul><ul><li>Alstom India </li></ul><ul><li>Bharat Heavy Electric Ltd (BHEL) </li></ul><ul><li>Siemens </li></ul><ul><li>Babcock & Wilcox – Thermax (Steam Generators) </li></ul>
  7. 7. Thanks for viewing this presentation The author can be contacted at [email_address]