Presentation by the Gujarat Delegation at the Vibrant India Day 2012 at Nyenrode

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
China’s 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
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6. LNG Terminals in India
Mundra
GSPC-Adani
Dahej
PLL
Hazira
Shell, Total
Dabhol
GAIL
Kochi
PLL
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7. 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
(S.S. Gemmata berthed at Hazira Port)
• Connected with major
pipeline Grids
Most Confidential 7