www ibef org download oil and gas march 2014

8/12/2019 Www Ibef Org Download Oil and Gas March 2014

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Indias energy demand is expected to double to 1,464 mtoe by 2035 from 55 mtoe in

2011! "oreo#er, t$e countrys s$are in global primary energy consumption %ould increase

t%ofold by 2035

Source& '( )nergy Information *dministration +)I*- "inistry of .etroleum / atural as- *ranca esearc$

otes& mtoe "illion onnes of il )ui#alent- mbpd "illion 7arrels .er 8ay, 9 :9orecast


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il

demand&

3!1 mbpd-

as

demand&

31!5 bcm

Source:7usiness "onitor International +7"I- ;orld il utloo< 2012- "inistry of .etroleum / atural as- *ranca esearc$

otes& mbpd "illion 7arrels .er 8ay- bcm 7illion =ubic "eters


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il consumption isestimated to expand at a=* of 3!4 per centduring 9@200?169 to 4!0mbpd by 2016 %ing to t$isstrong expected gro%t$ indemand, Indiasdependency on oil importsis expected to increasefurt$er

4!05!03!

02!01!00!

0


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;it$ India de#eloping gas:fired po%er stations, consumption

is up more t$an 160 per cent since 15

8emand is not li9, gas consumption is li


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otal crude oil production %as3>! mmt during 9@13=

accounted

5!5

per

cent

total

crude

oil

40

production in India35302

52015105

0


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=IA

.ri#ateDEF

otal gas production %as 40!> bcm during 9@13*nnual gas production +bcm

$e contribution from .ri#ateDEF $as decreased o#er t$e last

couple of years!

9@0? 9@0 9@10 9@11 9@12 9@13

Source& "inistry of .etroleum / atural as- *ranca esearc$

otes& bcm :7illion =ubic "eters- EF Eoint Fenture


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8uring 9@12, 1,631,000 meters of %ells %ere explored and de#eloped in India 8uring t$e same period,

>56 %ells %ere drilled in t$e country "ost upstream drilling and exploration %or< is underta


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IAIA

India $as a net%or< of ,53> 6


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(tate:controlled entities dominate t$e do%nstream segment efinery crude t$roug$put +mmt as %ell

India $as 1 refineries in t$e public sector and 3 in t$epri#ate sector

In 9@13, public sector refineries accounted for 6!4 per

cent of total refinery crude t$roug$put


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9@0? 9@0 9@10 9@11 9@12 9@13

.ublic(ector

.ri#ate(ector

Source& "inistry of .etroleum / atural as-

*ranca esearc$ ote& mmt "illion "etriconne


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2!2Aig$t8istillates"iddle 8istillatesCea#y )nds

8uring 9@13, 21>!? mmt of petroleum products %ere produced

.etroleum products deri#ed from crude oil include lig$t distillates suc$ as A., nap$t$a- middle distillates suc$

as

.etroleum products from crude oil +mmt .etroleum products from natural gas +mmt

2!2

2!2

2!2 2!2

2!12!1

9@06 9@0> 9@0? 9@0 9@10 9@11 9@12B

Source& "inistry of .etroleum / atural as-*ranca esearc$ otes& mmt "illion "etriconne- B :.ro#isional

9@06 9@0> 9@0? 9@0 9@10 9@11 9@12B A.


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In 9@13, total sales of petroleum products bycompanies %as 146!> mmt, up 4!2 per cent from t$epre#ious fiscal year

$e total number of retail outlets +including pri#atecompanies increased to 4,0>> in *pril 2013 from45,104 in *pril 2012

I= o%ns t$e maximum number of retail outlets in t$ecountry +4?!? per cent of total, follo%ed by C.=A +26!>per cent and 7.=A +24!5 per cent- t$e remainingoutlets are o%ned by pri#ate firms

*s of *pril 1, 2013, t$ere %ere 12,610 A. distributorsin India

8o%nstream distribution statistics +G000 tonnes

200,0

00

150,0

00

100,0

00

50,00

0 0


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=oal

In 2011, coal accounted for 41 per cent of total primary )nergy consumption pattern in 2011 energy demand

)nergy demand in t$e *sia:.acific region is expected toreac$ 5,62> "toe by 2020 and 6,?61 "toe by 2035

.etroleumIndias energy demand is expected to double by 2035 to

4?!> uadrillion 7' (olid biomass / %aste atural gas

uclear /ot$errene%ables

Source& '( )nergy Information *dministration+)I*- *sia:.acific )conomic =ooperation+*.)=- *ranca esearc$ otes& mtoe

"illion onne of il )ui#alent 7' 7ritis$$ermal 'nit


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=oal $e go#ernment aims to uadruple Indias nuclear po%er generation capacity to 20 ; by 2020-currently, se#en

#er t$e next fe% years, t$e dependence on gas, $ydro =onsumption pattern expected in 2035 po%er andnuclear po%er is expected to increase relati#e to oil and coal

.etroleumnuclear po%er reactors of 4,30 ";e capacity are under construction (olid biomass / %aste

atural gas

uclear /ot$errene%ables

Source& International )nergy *gency +I)*- 12 t$9i#e:@ear .lan- *ranca esearc$


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Source


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& 7loomberg- *ranca esearc$otes& 9@


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Indian 9inancial @ear, *pril


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"arc$


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Source& 7loomberg- *rancaesearc$


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o#ernment appro#ed t$e =7" policy in 1> to boost t$e de#elopment ofclean and rene%able energy resources =7" is an eco:friendly natural gas +met$ane, %$ic$ is absorbed in coal andlignite seams =7" policy %as designed to be liberal and in#estor friendly- t$e firstcommercial production of =7" %as initiated in Euly 200> at about >2,000 cubicmetres per day

$e tec$nology %as first %idely used in t$e '( in t$e 1?00s, and in India+Hol


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*ranca esearc$ otes& B :.ro#isional- K :*pril2000(eptember 2013


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India is t$e %orlds fourt$:largest energy consumer il consumption is expected to rise 42!5 per cent during 201020 $e country accounted for 10!3 per cent of total demand for gas in *sia:.acificin 2011 (e#eral industries are increasing t$e usage of natural gas in operations- t$is$as boosted natural gas demand in India (ome of t$e main industries t$at use natural gas pulp and paper, metals,

c$emicals, glass, plastic and food processing $e nation $as large coal, crude oil and natural gas reser#es il reser#es amounted to 5!4> billion barrels in 9@13 atural gas pro#ed reser#es stood at 1!24 tcm in 9@13 .olicies to promote in#estments in t$e industry suc$ as e% )xplorationAicensing .olicy +)A. and =oal 7ed "et$ane +=7"

Source& "inistry of .etroleum / atural as- '( )nergyInformation *dministration, 7. (tatistical e#ie% of ;orld

)nergy, Eune 2012- 7"I- *ranca esearc$, otes& tcm :rillion=ubic "eters, )/. :)xploration and .roduction


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In#estments %ort$ '(8>5 billion is expected across t$e oil / gas #alue c$ainunder t$e 12t$ .lan +20121> (ince *pril 2000:(eptember 2013, 98I %ort$ '(85!4 billion $as been in#estedin Indias petroleum and natural gas sector $e nation offers abundant s


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utlines goals for dealing %it$ c$allenges faced by Indias energy sector


*ranca esearc$ ote& )A. :e% )xplorationAicensing .olicy


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*n act to regulate oilfields and de#elop mineral oil resources

Source& "inistry of .etroleum / atural as- *rancaesearc$


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12!5 24!6

31!4

25!?

21!4

35!1

22!4

16!?

=umulati#e 98I inflo%s during *pril 2000 (eptember 2013 in Indias petroleum and natural gas sector stood at'(85!41 billion +2!6 per cent of total 98Is

*cross sectors, cumulati#e 98I inflo%s during *pril 2000 :(eptember 2013 %as '(8204!? billion, %it$ t$eser#ices sector accounting for t$e largest s$are +1?!? per cent, follo%ed by construction de#elopment +11!12 percent and telecommunication +6!3 per cent

98I inflo%s into petroleum and natural gas 98I inflo%s into India +'(8 billion +'(8 million

40

2,030!0

3

0

2

0

1

0

0

1,42>!0

266!0 9@0> 9@0? 9@0 9@10 9@11 9@12 9@13 9@14BB?!0

14!09@06 9@0> 9@0? 9@0 9@10 9@11 9@12BSource& 8epartment of Industrial .olicy / .romotion- *ranca esearc$

otes& B :.ro#isional BB :8ata for t$e period *pril:(eptember 2013


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Source& $omson 7an


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15!

= re#enue gro%t$ +'(8 billion

15!3 15!3 15!214!2

13!113!0

= recorded

reported net net profit of 8omesticprofit of '(83!6 crude '(83! billionin production billion in 2013

Cig$estup 2!1 per 2011reser#ecentaccretion

Cig$est:in t$e last = e#ert%o

registered di#idend

decades$ig$est:

payout of?3!5

e#er oil '(81!6millionproduction billiontoe

9@0> 9@0? 9@0 9@10 9@11 9@12 9@13

Source& =ompany eports- 7"I, *ranca esearc$

ote& ) :onne of il )ui#alent


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eliance Industries is a leading company in t$e petroc$emical, refining and oil / gas industry $e company %as

ran


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a MM (or mm!)& "illion "etric onneb MMP" (or mm!pa)& "illion "etric onnes .er *nnum

EBID": )arning 7efore Interest axes 8epreciation *mortisationNRL& umaligar$ efinery AimitedCPCL& =$ennai .etroleum =orporation Aimited#PCL& Cindustan .etroleum =orporation AimitedBPCL& 7$arat .etroleum =orporation Aimited

I$C& Indian il =orporation Atd E$L& )ssar il Atd RPL& eliance .etroleum Aimited

MRPL& "angalore efinery and .etroc$emicals Aimited PCC%& .etronet =oc$in:=oimbatore:Harur

PM#B& .etronet "angalore:Cassan:7angalore


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NELP& e% )xploration Aicensing .olicy

$E (or !oe)& onnes of il )ui#alent 'D& '( 8ollar

$NGC& il and atural as =orporation of India

I$CL& Indian il =orporation Aimited m bbl& "illion 7arrels

C"GR& =ompound *nnual ro%t$ ate *& Eoint Fenture

CG& 'nderground =oal asification

NGL& atural as Aiuids

$MCs& il "ar


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India 7rand )uity 9oundation +NI7)9O engaged *ranca to prepare t$is presentation and t$e same $as been prepared

by *ranca in consultation %it$ I7)9!

*ll rig$ts reser#ed! *ll copyrig$t in t$is presentation and related %or

www ibef org download oil and gas march 2014

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