India Infrastructure Research

RESEARCH REPORT ON

CAPTIVE POWER IN INDIA 2010

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India Infrastructure Research

CAPTIVE POWER IN INDIA 2010 REPORT

Table of Contents
1.

(Release date: June 14, 2010. Number of pages: 275)

Size and Growth Trading Licensees Power Exchanges z Trading Mechanism z Trend in Volumes Pricing Trends Key Issues Future Outlook
z z

POWER SECTOR OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Introduction - Power Generation - Power Transmission - Power Distribution - Key Issues and Concerns CAPTIVE POWER OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Introduction - Sector Overview - Key Trends - Plans and Investments - Issues and Challenges - Conclusion KEY DEVELOPMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Introduction - Industry Developments z Industrial and Economic Scenario z Grid Power Capacity Addition z Power Trading z Grid Power Quality z Fuel Outlook - Key Projects and Investments - Conclusion EXISTING CAPTIVE CAPACITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Introduction - Estimated Total Captive Capacity - Size Distribution of Captive Capacity - Captive Power across Major Fuel-Types - Captive Capacity across Industries - Captive Power at the State Level - Summing Up

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8.

3.

FUEL OUTLOOK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Introduction - Key Drivers - Fuel Trends - Outlook by Major Fuel Types z Coal z Natural Gas z Liquid Fuels - Emerging Role of Renewable Energy - Issues and Outlook CAPTIVE POWER FROM RENEWABLE SOURCES . . . . . . . . . . . . . . . - Introduction - Bagasse-based Captive Power - Wind-based Captive Power - Biomass-based Captive Power - Policy Support and Incentives - Conclusion

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5.

POLICY AND REGULATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Introduction - Legal Framework (Electricity Act, 2003) - National Electricity Policy - National Tariff Policy - Electricity Rules - Captives Based on Non Conventional Sources - Fuel Linkage Policy - Issues and Challenges - Conclusion CAPTIVE POWER ECONOMICS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Introduction - Industrial Power Requirements - Industrial Power Costs - Captive Power Costs - Other Factors - Summary OPPORTUNITIES IN POWER MARKETS . . . . . . . . . . . . . . . . . . . . . . . - Introduction - Power Trading z Transaction Structure in Power Markets

10. MAJOR USER SEGMENTS OF CAPTIVE POWER . . . . . . . . . . . . . . . . - Introduction - Major Industry Segments z Metals and Mining z Cement z Chemicals z Petrochemicals z Textiles z Engineering - Captive Experience - Summing Up 11. KEY TRENDS AND OUTLOOK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Introduction - Key Drivers for Future Demand - Expected Capacity Addition z Expected Capacity across Industries z Expected Capacity Addition across Fuel Types z Expected Capacity Addition across States - Issues and the Way Ahead 12. DATABASE OF CAPTIVE POWER PLANTS . . . . . . . . . . . . . . . . . . . . . 13. APPENDIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Power Utilities' Generation and Tariffs - Annual Power Supply Position - Coal Prices and Captive Coal Blocks - Wind - Generation Based Incentives - Power Trading

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7.

India Infrastructure Research

Captive Power in India 2010 Report: List of Tables

All India Region-wise Generation Capacity as in March 2010 Capacity Addition Target and Achievement during 2007-08, 2008-09 and 2009-10 Capacity Addition Target for 2010-11 Twelfth Plan Tentative Shelf of Projects Plant Load Factor Power Supply Position April 2009 to March 2010 Recent IPP Financial Closures (March 2009 - Till May 2010) Existing Fuel Mix of Power Generation (as on April 30, 2010) Transmission Line and Substations as on March 31, 2010 Eleventh and Twelfth Plan Transmission Targets Captive Power in Perspective Comparing the Major Fuel Types Used in Captive Power Comparing Sectoral Shares in Captive Power Size Distribution of Captive Power Major States in Captive Power Sector-wise Distribution of Upcoming Captive Capacity Fuel-wise Classification of Upcoming Captive Capacity Domestic Coal Production National Solar Mission Targets BHEL's orders for Captive Power Projects during 2009-10 Size Distribution of Total Captive Capacity Total Capacity in Each Capacity-Group and their Respective Shares Total Captive Power Capacity across the Major Fuel Types Size of Captive Capacities Classified across Fuel Types Proportional Share of Fuel Types by Size of Captive Capacity Sector-wise Total Captive Capacity Fuel Types by Industry Categories Fuel Types by Industry Categories Industries Classified across the Size of Captive Capacity Proportional Share of Industries in Captive Capacity Size State-wise Total Captive Capacity Fuel Types across States Fuel Types across States Industry by States by Capacity Size of Captive Capacity across States Phase-wise Implementation Plan for Open Access in Distribution Open Access Applications in Distribution State wise Renewable Purchase Obligations Cross Subsidy Surcharge for Access in Distribution in Various States Cross Subsidy Surcharge Stipulated by OERC for HT Consumers for 2009-10 Open Access Cases Pending with SERCs Share of Energy in Total Production Costs in Key Industries (Indicative estimates) Company-wise Share of Energy Expenditure in Total Expenditure during 2008-09 Indicative Tariffs for Industrial Consumers across States Capital Costs Comparison across Gas, Coal and Fuel oil-based CPPs Capital Costs of Projects based on Renewable Sources of Power Variable Costs of Generation in Captive Power Projects Electricity Demand and Shortages Region-wise Power Supply Position during 2009-10 Region-wise Frequency Profile during 2009-10 Trends in Power Traded as a Percentage of Total Power Generation Volume of Power Traded by Trading Licensees & Exchanges in 2008-09 and 2009-10 Volumes and Prices of Traded Power by CPPs through Trading Licensees (in 2010) Share of Electricity Traded by Trading Licensees Trends in Trading Margin of Trading Licensees Comparison of Various Fuel Types in Captive Power in 2008 and 2010 Trend in Coal Production Grade-wise Coal Prices of Coal India Limited Status of Captive Coal Block Allocation Captive Coal Blocks in Production Trend in Gas Supply Gas Supply Projections from the Krishna-Godavari basin Trend in Industry-wise Off-take of Natural Gas Natural Gas Sales in India in 2009-10 Source and Gas Prices ($ per mmBtu) in India Upcoming Gas Pipelines in India Production Trend of Liquid Fuels & Naphtha Monthly International Prices of Indian Basket Crude Oil Capacity-wise Classification of Bagasse-based Captive Plants State-wise Classification of Bagasse-based Installed Captive Capacity Capacity-wise Classification of Wind-based Captive Plants State-wise Classification of Wind-based Installed Captive Capacity Capacity-wise Classification of Biomass-based Captive Plants State-wise Classification of Biomass-based Installed Captive Capacity Policy for Cogeneration in Different States Policy for Biomass Power Generation in Different States Capital Subsidy for Bagasse Cogeneration and Biomass Gasifiers Incentives by Various State Governments to Private Sector WEGs-I Incentives by Various State Governments to Private Sector WEGs-II Captive Power Capacity of Key Players in Metals and Minerals Captive Power Capacity of Major Cement Players Captive Power Capacity of Key Chemical and Fertiliser Companies Captive Power Capacity of Key Players in Petrochemicals Captive Power Capacity of Key Players in Textiles Installed Captive Power Capacity for Key Engineering Companies Key Characteristics of Hindalco's Renusagar CPP Overview of CPP at Durgapur Steel Plant Grasim Industries Limited's Electricity Consumption Size Distribution of Upcoming Captive Capacity Sector-wise Distribution of Upcoming Captive Capacity Fuel-wise Distribution of Upcoming Captive Capacity State-wise Distribution of Upcoming Captive Capacity LIST OF FIGURES Growth in Generation Capacity Electricity Generation (BU) All India Power Supply Position Fuel Mix (March 2010) (%) Fuel Mix (March 1999) (%) Trend in Installed Capacity of Renewable Energy Installed Captive Capacity and Index of Industrial Production Transaction Structure in the Power Markets Transaction Structure in Short-term Power Markets Trends in Trading Volumes of Trading Licensees in 2009-10 Trend in Volume Traded at IEX and PXIL (in MUs) Weighted average Prices of Electricity Transacted Trends in Prices of Electricity Transacted through Trading Licensees (in Rs per kWh) Trend in Weighted Average Prices of Power Traded at IEX and PXIL (in Rs per kWh) Captive Capacity across Various Fuel-Types (as of May 2010) Distribution of Coal Off-Take for CIL by Sectors (in 2009-10) Trend in Coal Demand-Supply Gap (in million tonnes) Trend in Coal Imports (in million tonnes) Industry-wise Classification of Bagasse-based Installed Captive Capacity Industry-wise Classification of Wind-based Installed Captive Capacity Industry-wise Classification of Biomass-based Installed Captive Capacity Industry-wise Classification of Installed Captive Power Capacity

India Infrastructure Research

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