1. Research Methodology
2. Analyst View
3. India Natural Gas Consumption Overview
4. India Natural Gas Demand & Supply Analysis
4.1.
Power Sector Natural Gas Demand & Supply Analysis
4.2.
Fertilizer Sector Natural Gas Demand & Supply Analysis
4.3.
City Gas Distribution Sector Natural Gas Demand & Supply Analysis
4.4.
Industrial Sector Natural Gas Demand & Supply Analysis
5. India LNG Demand Outlook
6. Existing LNG Terminal Overview in India
6.1.
Dahej LNG Terminal
6.1.1.
Dahej Terminal LNG Demand Analysis (By End User)
6.1.2.
Dahej Terminal LNG Supply Analysis (By End User)
6.1.3.
Dahej Terminal LNG Demand Supply Gap Analysis (By End User)
6.1.4.
Terminal Overview
6.1.5.
Expansion Plans
6.1.6.
Terminal Downstream Infrastructure
6.1.7.
Pipeline network Overview
6.2.
Hazira LNG Terminal
6.2.1.
Hazira Terminal LNG Demand Analysis (By End User)
6.2.2.
Hazira Terminal LNG Supply Analysis (By End User)
6.2.3.
Hazira Terminal LNG Demand Supply Gap Analysis (By End User)
6.2.4.
Terminal Overview
6.2.5.
Expansion Plans
6.2.6.
Terminal Downstream Infrastructure
6.2.7.
Pipeline network Overview
6.3.
Kochi LNG Terminal
6.3.1.
Kochi Terminal LNG Demand Analysis (By End User)
6.3.2.
Kochi Terminal LNG Supply Analysis (By End User)
6.3.3.
Kochi Terminal LNG Demand Supply Gap Analysis (By End User)
6.3.4.
Terminal Overview
6.3.5.
Terminal Downstream Infrastructure
6.3.6.
Pipeline network Overview
6.4.
Dabhol LNG Terminal
6.4.1.
Dabhol Terminal LNG Demand Analysis (By End User)
6.4.2.
Dabhol Terminal LNG Supply Analysis (By End User)
6.4.3.
Dabhol Terminal LNG Demand Supply Gap Analysis (By End User)
6.4.4.
Terminal Overview
6.4.5.
Terminal Downstream Infrastructure
6.4.6.
Pipeline Network Overview
7. Under-Construction LNG Terminal Overview in India
7.1.
Kakinada LNG Terminal
7.1.1.
Kakinada Terminal LNG Demand Analysis (By End User)
7.1.2.
Kakinada Terminal LNG Supply Analysis (By End User)
7.1.3.
Kakinada Terminal LNG Demand Supply Gap Analysis (By End User)
7.1.4.
Terminal Overview
7.1.5.
Terminal Downstream Infrastructure
7.1.6.
Pipeline network Overview
7.2.
Mundra LNG Terminal
7.2.1.
Mundra Terminal LNG Demand Analysis (By End User)
7.2.2.
Mundra Terminal LNG Supply Analysis (By End User)
7.2.3.
Mundra Terminal LNG Demand Supply Gap Analysis (By End User)
7.2.4.
Terminal Overview
7.3.
Gangavaram LNG Terminal
7.3.1.
Gangavaram Terminal LNG Demand Analysis (By End User)
7.3.2.
Gangavaram Terminal LNG Supply Analysis (By End User)
7.3.3.
Gangavaram Terminal LNG Demand Supply Gap Analysis (By End User)
7.3.4.
Terminal Overview
7.3.5.
Terminal Downstream Infrastructure
7.3.6.
Pipeline network Overview
7.4.
Ennore LNG Terminal
7.4.1.
Ennore Terminal LNG Demand Analysis (By End User)
7.4.2.
Ennore Terminal LNG Supply Analysis (By End User)
7.4.3.
Ennore Terminal LNG Demand Supply Gap Analysis (By End User)
7.4.4.
Terminal Overview
7.4.5.
Terminal Downstream Infrastructure
7.4.6.
Pipeline network Overview
7.5.
Jaigarh LNG Terminal
7.5.1.
Jaigarh Terminal LNG Demand Analysis (By End User)
7.5.2.
Jaigarh Terminal LNG Supply Analysis (By End User)
7.5.3.
Jaigarh Terminal LNG Demand Supply Gap Analysis (By End User)
7.5.4.
Terminal Overview
7.5.5.
Terminal Downstream Infrastructure
8. Proposed LNG Terminal Overview in India
8.1.
Chhara LNG Terminal
8.1.1.
Chhara Terminal LNG Demand Analysis (By End User)
8.1.2.
Chhara Terminal LNG Supply Analysis (By End User)
8.1.3.
Chhara Terminal LNG Demand Supply Gap Analysis (By End User)
8.1.4.
Terminal Overview
8.1.5.
Terminal Downstream Infrastructure
8.2.
Jafarabad LNG Terminal
8.2.1.
Jafarabad Terminal LNG Demand Analysis (By End User)
8.2.2.
Jafarabad Terminal LNG Supply Analysis (By End User)
8.2.3.
Jafarabad Terminal LNG Demand Supply Gap Analysis (By End User)
8.2.4.
Terminal Overview
8.3.
Haldia LNG Terminal
8.3.1.
Haldia Terminal LNG Demand Analysis (By End User)
8.3.2.
Haldia Terminal LNG Supply Analysis (By End User)
8.3.3.
Haldia Terminal LNG Demand Supply Gap Analysis (By End User)
8.3.4.
Terminal Overview
8.3.5.
Pipeline Network Overview
8.4.
Mangalore LNG Terminal
8.4.1.
Mangalore Terminal LNG Demand Analysis (By End User)
8.4.2.
Mangalore Terminal LNG Supply Analysis (By End User)
8.4.3.
Mangalore Terminal LNG Demand Supply Gap Analysis (By End User)
8.4.4.
Terminal Overview
8.5.
Dhamara LNG Terminal
8.5.1.
Dhamara Terminal LNG Demand Analysis (By End User)
8.5.2.
Dhamara Terminal LNG Supply Analysis (By End User)
8.5.3.
Dhamara Terminal LNG Demand Supply Gap Analysis (By End User)
8.5.4.
Terminal Overview
8.5.5.
Terminal Downstream Infrastructure
8.6.
Pipavav LNG Terminal
8.6.1.
Pipavav Terminal LNG Demand Analysis (By End User)
8.6.2.
Pipavav Terminal LNG Supply Analysis (By End User)
8.6.3.
Pipavav Terminal LNG Demand Supply Gap Analysis (By End User)
8.6.4.
Terminal Overview
8.6.5.
Terminal Downstream Infrastructure
8.7.
Jamnagar LNG Terminal
8.7.1.
Jamnagar Terminal LNG Demand Analysis (By End User)
8.7.2.
Jamnagar Terminal LNG Supply Analysis (By End User)
8.7.3.
Jamnagar Terminal LNG Demand Supply Gap Analysis (By End User)
8.7.4.
Terminal Overview
8.8.
Dighi LNG Terminal
8.8.1.
Dighi Terminal LNG Demand Analysis (By End User)
8.8.2.
Dighi Terminal LNG Supply Analysis (By End User)
8.8.3.
Dighi Terminal LNG Demand Supply Gap Analysis (By End User)
8.8.4.
Terminal Overview
8.8.5.
Terminal Downstream Infrastructure
8.9.
Mangalore (Refinery) LNG Terminal
8.9.1.
Mangalore (Refinery) Terminal LNG Demand Analysis (By End User)
8.9.2.
Mangalore (Refinery) Terminal LNG Supply Analysis (By End User)
8.9.3.
Mangalore (Refinery) Terminal LNG Demand Supply Gap Analysis (By End
User)
8.9.4.
Terminal Overview
8.10.Haldia (Spice) LNG Terminal
8.10.1.
Haldia (Spice) Terminal LNG Demand Analysis (By End User)
8.10.2.
Haldia (Spice) Terminal LNG Supply Analysis (By End User)
8.10.3.
Haldia (Spice) Terminal LNG Demand Supply Gap Analysis (By End User)
8.10.4.
Terminal Overview
8.10.5.
Terminal Downstream Infrastructure
8.11.Kakinada (Reliance) LNG
Terminal
8.11.1.
Kakinada (Reliance) Terminal LNG Demand Analysis (By End User)
8.11.2.
Kakinada (Reliance) Terminal LNG Supply Analysis (By End User)
8.11.3.
Kakinada (Reliance) Terminal LNG Demand Supply Gap Analysis (By End User)
8.11.4.
Terminal Overview
8.11.5.
Terminal Downstream Infrastructure
8.12.Nana Layja LNG Terminal
8.12.1.
Nana Layja Terminal LNG Demand Analysis (By End User)
8.12.2.
Nana Layja Terminal LNG Supply Analysis (By End User)
8.12.3.
Nana Lajya Terminal LNG Demand Supply Gap Analysis (By End User)
8.12.4.
Terminal Overview
9. Policy & Regulatory Landscape
9.1.
Energy Sector Policy & Regulatory Landscape
9.2.
End User Policy & Regulatory Landscape
10. Pricing Analysis
10.1.Current Energy Pricing
10.2.Pricing Forecast
11. Alternative Products Overview
12. Pipeline Infrastructure Development in India
13. Growing Inclination towards Small Scale Liquefied
Natural Gas (SSLNG)
14. Strategic Recommendation
15. Annexure
List of Figures:
Figure 1: India Domestic Natural
Gas Consumption, By Industry, 2006-14 (BCM)
Figure 2: India Natural Gas
Demand (Domestic & RLNG) and Supply at 100% & 70% PLF, 2013-2025F
(MMSCMD)
Figure 3: India Natural Gas
Demand (Domestic & RLNG) and Supply (Domestic & Pipeline) & RLNG (@
70% PLF), 2013-25 (MMSCMD)
Figure 4: Optimistic, Pessimistic
& Realistic Scenario for RLNG Supply in India, 2013-25 (MMSCMD)
Figure 5: India Natural Gas
Demand Estimates & Forecasts, By Sector, FY13-FY25 (MMSCMD)
Figure 6: India Demand and Supply
of Natural Gas in Power Sector, 2013-2025 (MMSCMD)
Figure 7: India Coal Imports by
Power Companies, 2014-2016F (Million Tonnes)
Figure 8: India Demand for
Imported Coal in Select Power Companies, 2016F (Million Tonnes)
Figure 9: India Natural Gas
Demand from Power Sector, 2015 & 2025F (mmscmd)
Figure 10: India Economy Growth,
2014 & 2015 (Percentage)
Figure 11: India Demand and
Supply of Natural Gas in Fertilizer Sector, 2013-2025 (MMSCMD)
Figure 12: India Fertilizer
Production, 2010, 2015E, 2020F & 2025F (Thousand Tonnes)
Figure 13: India Feedstock Used
for Urea Manufacturing, 2015E (Percentage)
Figure 14: India Demand and
Supply of Natural Gas in City Gas Distribution (CGD), 2013-2025 (MMSCMD)
Figure 15: India Demand and
Supply of Natural Gas in Industry Sector, 2013-2025 (MMSCMD)
Figure 16: India Petrochemical
Production, 2011, 2015E, 2020F & 2025F (Thousand Million Tonnes)
Figure 17: India Cement
Production, 2010, 2015E, 2020F & 2025F (Million Tonnes)
Figure 18: India Crude Steel
Production, 2010, 2015E, 2020F & 2025F (Million Metric Tonnes)
Figure 19: India LNG Terminals
Map
Figure 20: Institutional
Framework of Energy Administration in India
Figure 21: Guidelines for Pooling
of Gas in Fertilizer (Urea) Sector
Figure 22: India Crude Oil Production,
Imports and Consumption, By Volume, 2010-2020F (MT)
Figure 23: India Number of Wells
Drilled, 2010-2020F
Figure 24: Outcome of New
Exploration & Licensing Policy Rounds, By No. of Blocks Bid for and
Awarded, By No. of PSCs Signed, 2000-2012
Figure 25: Crude Oil Price
Forecast, By Value, $/bbl 2008-2020
Figure 26: International Spot
Prices of LNG, 2010-2025F ($/mmbtu)
Figure 27: India Average Long
Term LNG Contract Price, 2010-2025F ($/mmbtu)
Figure 28: India Domestic Natural
Gas Price, 2010-2025F ($/MMBtu)
Figure 29: India Alternative Fuel
Prices Governed from Whole Sale Price Index, 2010-2025F ($/mmbtu)
List of Tables:
Table 1: India Natural Gas
Consumption (Domestic gas & RLNG), By Sector, 2014-15 (MMSCMD)
Table 2: India Natural Gas
Consumption Share (Domestic & RLNG), By Sector, 2014-15 (As a Percentage of
the Total Natural Gas Supplied to the Sector)
Table 3: Gas Allocation Priority
as per Old Policy, By Consumer Type
Table 4: India List of Power
Plants Running on Domestic Natural Gas
Table 5: India Stranded Gas Based
Power Plants
Table 6: Projects for Which
Orders have been Placed but Delayed Construction due to Non Availability of Gas
Table 7: Gas Requirement for
Power Projects as Recommended by Ministry of Power Slated for Completion in the
12th Plan
Table 8: State-wise Allocation of
Food Grains
Table 9: List of Natural Gas
Based Fertilizer Plants
Table 10: India Number of CNG
Stations and CNG Vehicles, By State, As of 31-03-2015
Table 11: Domestic, Commercial
and Industrial PNG Connections, By State, By Company, As of 31-03-2015
Table 12: India City Gas
Distribution Geographical Areas Allocated till Round 4
Table 13: India City Gas Distribution
Geographical Areas to be Allocated
Table 14: India Refineries
Installed Capacity, 2010-2015 (MMTPA)
Table 15: Fossil Fuel Emissions,
By Fuel Type (Pounds per Billion Btu of Energy Input)
Table 16: India LNG Terminal Wise
Forecast, By Capacity, FY13-FY25 (MMTPA)
Table 17: India LNG Terminal Wise
Realistic Forecast, By Capacity, FY13-FY25 (MMTPA)
Table 18: India LNG Terminal Wise
Pessimistic Forecast, By Capacity, FY13-FY25 (MMTPA)
Table 19: Outlook for LNG Imports
by Terminals, 2010, 2015E, 2020F & 2025F (MMSCMD)
Table 20: Demand Assessment for
Dahej LNG Terminal
Table 21: Supply Assessment for
Dahej LNG Terminal
Table 22: Demand Supply Gap
Assessment for Dahej LNG Terminal
Table 23: Dahej LNG Terminal
Details
Table 24: Dahej LNG Terminal
Expansion Plan
Table 25: Dahej LNG Terminal
Downstream Infrastructure
Table 26: Dahej Vijaipur Pipeline
& Spur Lines
Table 27: GAIL’s
Dahej-Uran-Dabhol-Panvel Natural Gas Pipeline Network
Table 28: HVJ & GREP (Gas
Rehabilitation and Expansion Project) Pipeline & Spur Lines
Table 29: Demand Assessment for
Hazira LNG Terminal
Table 30: Supply Assessment for
Hazira LNG Terminal
Table 31: Demand Supply Gap
Assessment for Hazira LNG Terminal
Table 32: Hazira LNG Terminal
Details
Table 33: Hazira LNG Terminal
Expansion Plan
Table 34: Hazira LNG Terminals
Downstream Infrastructure
Table 35: Details of East-West
(EWPL) Natural Gas Pipeline Network
Table 36: Demand Assessment for
Kochi LNG Terminal
Table 37: Supply Assessment for
Kochi LNG Terminal
Table 38: Demand Supply Gap
Assessment for Kochi LNG Terminal
Table 39: Kochi LNG Terminal
Details
Table 40: Kochi LNG Terminal
Obstructions in Start-up
Table 41: Kochi LNG Terminal
Downstream Infrastructure
Table 42: Details of
Kochi-Koottanad-Bangalore-Mangalore Natural Gas Pipeline
Table 43: Demand Assessment for
Dabhol LNG Terminal
Table 44: Supply Assessment for
Dabhol LNG Terminal
Table 45: Demand Supply Gap
Assessment for Dabhol LNG Terminal
Table 46: Dabhol LNG Terminal
Details
Table 47: Dabhol LNG Terminal
Downstream Infrastructure
Table 48: Details of
Dabhol-Bangalore Natural Gas Pipeline
Table 49: Dabhol LNG Terminal
Start-up in Obstructions
Table 50: Demand Assessment for
Kakinada LNG Terminal
Table 51: Supply Assessment for
Kakinada LNG Terminal
Table 52: Demand Supply Gap
Assessment for Kakinada LNG Terminal
Table 53: Kakinada LNG Terminal
Details
Table 54: Kakinada LNG Terminal
Downstream Infrastructure (Under Construction)
Table 55: Time Schedule and
Targets for Kakinada-Srikakulam Natural Gas Pipeline Project Completion
Table 56: Demand Assessment for
Mundra LNG Terminal
Table 57: Supply Assessment for
Mundra LNG Terminal
Table 58: Demand Supply Gap
Assessment for Mundra LNG Terminal
Table 59: Mundra LNG Terminal
Details
Table 60: Demand Assessment for
Gangavaram LNG Terminal
Table 61: Supply Assessment for
Gangavaram LNG Terminal
Table 62: Demand Supply Gap
Assessment for Gangavaram LNG Terminal
Table 63: Gangavaram LNG Terminal
Details
Table 64: Ganagavaram LNG
Terminal Downstream Infrastructure
Table 65: Mallavaram-Bhopal-Bhilwara-Vijaipur
Gas Pipeline (MBBVPL) Dahod Connectivity with GSPL's Gas Grid
Table 66: Demand Assessment for
Ennore LNG Terminal
Table 67: Supply Assessment for
Ennore LNG Terminal
Table 68: Demand Supply Gap
Assessment for Ennore LNG Terminal
Table 69: Ennore LNG Terminal
Details
Table 70: Ennore LNG Terminal
Downstream Infrastructure
Table 71: Major Potential Towns
for CGD Network
Table 72: Demand Centres for
Ennore-Nagapattinam Pipeline
Table 73: Demand Assessment for
Jaigarh LNG Terminal
Table 74: Supply Assessment for
Jaigarh LNG Terminal
Table 75: Demand Supply Gap
Assessment for Jaigarh LNG Terminal
Table 76: Jaigarh Terminal
Details
Table 77: Jaigarh LNG Terminal
Downstream Infrastructure
Table 78: Demand Assessment for
Chhara LNG Terminal
Table 79: Supply Assessment for
Chhara LNG Terminal
Table 80: Demand Supply Gap
Assessment for Chhara LNG Terminal
Table 81: Chhara LNG Terminal
Details
Table 82: Chhara LNG Terminal
Downstream Infrastructure
Table 83: Demand Assessment for Jafarabad
LNG Terminal
Table 84: Supply Assessment for
Jafarabad LNG Terminal
Table 85: Demand Supply Gap
Assessment for Jafarabad LNG Terminal
Table 86: Jafarabad LNG Terminal
Details
Table 87: Demand Assessment for
Haldia LNG Terminal
Table 88: Supply Assessment for
Haldia LNG Terminal
Table 89: Demand Supply Gap
Assessment for Haldia LNG Terminal
Table 90: Haldia LNG Terminal
Details
Table 91: Contai (West Bengal) -
Paradip (Odisha) - Dattapulia (West Bengal) Natural Gas Pipeline
Table 92: Demand Centres for
Contai - Paradip - Dattapulia Natural Gas Pipeline
Table 93: Demand Assessment for
Mangalore LNG Terminal
Table 94: Supply Assessment for
Mangalore LNG Terminal
Table 95: Demand Supply Gap
Assessment for Mangalore LNG Terminal
Table 96: Mangalore LNG Terminal
Details
Table 97: Demand Assessment for
Dhamara LNG Terminal
Table 98: Supply Assessment for
Dhamara LNG Terminal
Table 99: Demand Supply Gap
Assessment for Dhamara LNG Terminal
Table 100: Dhamara LNG Terminal
Details
Table 101: Dhamara LNG Terminal
Downstream Infrastructure
Table 102: Demand Assessment for
Pipavav LNG Terminal
Table 103: Supply Assessment for
Pipavav LNG Terminal
Table 104: Demand Supply Gap
Assessment for Pipavav LNG Terminal
Table 105: Pipavav LNG Terminal
Details
Table 106: Pipavav LNG Terminal
Downstream Infrastructure
Table 107: Demand Assessment for
Jamnagar LNG Terminal
Table 108: Supply Assessment for
Jamnagar LNG Terminal
Table 109: Demand Supply Gap
Assessment for Jamnagar LNG Terminal
Table 110: Jamnagar LNG Terminal
Details
Table 111: Demand Assessment for
Dighi LNG Terminal
Table 112: Supply Assessment for
Dighi LNG Terminal
Table 113: Demand Supply Gap
Assessment for Dighi LNG Terminal
Table 114: Dighi LNG Terminal
Details
Table 115: Dighi LNG Terminal
Downstream Infrastructure
Table 116: Demand Assessment for
Mangalore (Refinery) LNG Terminal
Table 117: Supply Assessment for
Mangalore (Refinery) LNG Terminal
Table 118: Demand Supply Gap
Assessment for Mangalore (Refinery) LNG Terminal
Table 119: Mangalore (Refinery)
LNG Terminal Details
Table 120: Demand Assessment for
Haldia (Spice Energy) LNG Terminal
Table 121: Supply Assessment for
Haldia (Spice Energy) LNG Terminal
Table 122: Demand Supply Gap
Assessment for Haldia (Spice Energy) LNG Terminal
Table 123: Haldia LNG Terminal
Details
Table 124: Haldia LNG Terminal
Downstream Infrastructure
Table 125: Demand Assessment for
Kakinada (Reliance) LNG Terminal
Table 126: Supply Assessment for
Kakinada (Reliance) LNG Terminal
Table 127: Demand Supply Gap
Assessment for Kakinada (Reliance) LNG Terminal
Table 128: Kakinada (Reliance)
LNG Terminal Details
Table 129: Kakinada (Reliance)
LNG Terminal Downstream Infrastructure
Table 130: Srikakulam (Andhra
Pradesh) - Durgapur (West Bengal) via Bhubaneswar-Howrah
Table 131: Demand Assessment for
Nana Layja LNG Terminal
Table 132: Supply Assessment for
Nana Layja LNG Terminal
Table 133: Demand Supply Gap
Assessment for Nana Layja LNG Terminal
Table 134: Nana Layja LNG Details
Table 135: Outline of Various
Five Year Plans
Table 136: Institutional
Structure of Power Sector in India
Table 137: Inductive Target PLF %
Table 138: Pricing Fundamentals
for Alternative Fuels
Table 139: Petronet LNG
Month-wise Gas Sale FOB Prices, 2004-2013 (US$/mmbtu)
Table 140: Estimating Price for
Key End-Users (Switching), 2015 ($/MMBTU)
Table 141: Regasified LNG Vs
Domestic Gas ($/MMBtu)
Table 142: Impact on Gas Pricing
by Pooling, As on 31st March 2015
Table 143: India LNG Import Trade
Movement Profile, 2014 (BCM)
Table 144: India LNG Long Term Contracts
Table 145: India Petroleum
Product Import and Export and LNG Imports (MMT) During 2007-08 to 2013-14
Table 146: India Consumption of
Major Petroleum Products, By Region, 2014 (‘000 Tonnes)
Table 147: India Pipeline
Infrastructure, Capacity & Gas Utilization, As of 31.3.2015
Table 148: India Gas Pipeline in
Execution/Construction, As of 31.3.2015
Table 149: India Proposed Natural
Gas Pipelines
Table 150: India Major Pipeline
Network
Table 151: Contact Details of Persons Taking Care of Existing & Under-Construction
LNG Terminals