India LNG Market Forecast and Opportunities, 2025

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