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Scope of Work
S No 1 2 3 4 5 6 Terms of Reference Sector Overview Target Markets Technology Choice Learning from Recent Bid Strategies Opportunity Mapping of Target Projects Detailed Report Timeline May 30 August 25 June 19 June 25 August 25 September 30
01/05/2012
Energy Division
Structure
Hydro Generation Opportunities Coal based Generation Opportunities
Case II Bidding Opportunities Domestic Coal Imported Coal
01/05/2012
Energy Division
20 GW 20 GW
Indus Basin 34 GW Ganga Basin 21 GW Central River System 4 GW South India (West Flow) 9 GW East-flowing Rivers of Southern India 15 GW Brahmaputra Basin 66 GW
Pre-feasibility report for 162 nos. conventional hydropower schemes aggregating to 50 GW mainly in Northern and North-Eastern states
01/05/2012
Energy Division
DPR Formulation
Develop an order of attractiveness/viability Projects to be implemented over 11th and 12th Plans
Orissa
Sikkim Uttaranchal Mizoram Total
4
10 39 3 162
1188
1680 6374 1870 50560
01/05/2012
Energy Division
Basic Economics
Given the nature of the project sites, its a given that:
Host state may not contract for the power Market needs to be on merchant basis; Understanding of trading market important Transmission charge & future pricing would play key role on economics Regulatory aspects tend to become important elements of project structuring
01/05/2012
Energy Division
Specific Opportunities
Himachal Pradesh
Was one of the first states to initiate development Projects awarded under
MoU Route: 5 -100 MW
Specified Upfront Premium: 1L/MW for 5-50 MW; 2L/MW for 50-100 MW
01/05/2012
10
Energy Division
Opportunities - HP
Chenab River Spiti River Rohtang Pass
Potential of 20 GW
6,150 MW Operational
IPPs: 386 MW Baspa 300 MW; Malana 86 MW
*
Bulk of remaining opportunities in the districts of Lahaul & Spiti, Kinnaur and Chamba
Abandoned:450 MW
Secondary opportunities the only option in the state
Energy Division
01/05/2012
11
Projects in HP
Project Name Lambadug (25 MW) Bharmour (50 MW) Bajoli Holi (180 MW) Dhaula Sidh (40 MW) Harsar (60 MW) Jhangi Thopan (480 MW) Thopan Powari (480 MW) Bara Bangahal (180 MW) Developer Himachal Consortium Power Ltd. Soffimat France GMR Infrastructure Ltd, Hyderabad GVK Industries Ltd, Secunderabad Soffimat France Brakel Kinnaur Power Pvt. Ltd Brakel Kinnaur Power Pvt. Ltd Malana Power (LNJ Bhilwara Group) Status Implementation agreement (IA) to be signed in line with New Hydro Power Policy Implementation agreement (IA) to be signed in line with New Hydro Power Policy Upfront premium paid: Rs. 90 lakh/MW. Under construction Implementation agreement (IA) to be signed in line with New Hydro Power Policy HP Govt has allowed Brakel to combine two mega ventures viz. Thopan Powari and Jhangi Thopan into a two-stage project Selected in ICB; Letter of award after HP cabinet approval in Aug/Sep 07
01/05/2012
12
Energy Division
Projects in HP..Contd
Project Name Kutehr (260 MW) Karcham Wangtoo (1000 MW) Tidong-I (100 MW) Allain Duhangan (192 MW) Budhil (70 MW) Chango Yangthang (140MW) Chhatru (108 MW) Developer D. S. Constructions, New Delhi Jaypee Karcham Hydro Corp. Ltd., New Delhi Nuziveedu Seeds, Hyderabad AD Hydro Power Ltd, NOIDA (LNJ Bhilwara Group) LANCO Green Power Pvt. Ltd., Hyderabad Malana Power (LNJ Bhilwara Group) DCM Infrastructure, Delhi Status Awarded in Jan 2007; preparation of DPR in progress DPR approved by HP Govt; TEC clearance received from CEA; project is under construction MOU signed with HPSEB; DPR is in process DPR ready and approved; Clearance from MOEF Recd; project stuck for last two years due to local opposition PPA signed with PTC; Project under construction Selected in ICB and on verge of allotment; letter of award after HP cabinet approval in Aug/Sep 07 Selected in ICB and on verge of allotment; letter of award after HP cabinet approval in Aug/Sep 07
01/05/2012
13
Energy Division
Uttarakhand
Was also one of the first states to initiate development Projects awarded only under Bidding
However, upfront premiums lower than HP
01/05/2012
14
Energy Division
Opportunities - Uttarakhand
Potential of 20 GW
Region with bulk of hydro potential is located
MW MW MW MW
Largely accounted by just two projects on the Indo-Nepal border whose development would necessarily be under Central sector
01/05/2012
15
Projects in Uttarakhand
Project Name Urthing Sobla (280 MW) Developer Reliance Energy Status The project was questioned for seeking environmental clearance before starting a preliminary survey but state govt has supported developer; EIA Studies completed The Project Development Agreement signed with the Govt. of Uttarakhand DPR under preparation; Project Development Agreement (PDA) to be signed soon
Uttarakhand Govt will invite bids within next 6-12 months Uttarakhand Govt will invite bids within next 6-12 months
Alaknanda (Badrinath) (140 MW) GMR Energy Mori-Hanol (63 MW) Tayal Energy (KSL and Industries Ltd.), Chandigarh
To be decided To be decided
01/05/2012
16
Energy Division
Arunachal Pradesh
Potential of 50 GW
East Siang, West Siang, Upper Subansari, Lower Subansari Dists is where bulk of hydro potential is located
416 MW operational 2,600 MW under development 9,719 MW allocated to IPPs (14 projects) 15,000 MW with central PSUs 22, 593 MW Yet to be allotted
The most promising state in terms of untapped potential PFRs available for 42 schemes with aggregate capacity of 27,293 MW Tremendous scope for tapping primary opportunities MoUs still an option
01/05/2012
17
Projects in Arunachal
Project Name Tato-II HEP (700 MW) Siyom HEP (1000 MW) Hirong HEP (500 MW) Naying HEP (1000 MW) Developer Reliance Energy, Mumbai Reliance Energy, Mumbai Jaiprakash Associates, Delhi DS Construction, Delhi Status Signed MoU with Arunachal Pradesh Govt. Signed agreement with Arunachal Pradesh Govt. Signed agreement with GoArPr GoArPr may hold 11 per cent equity DPR under preparation Scheduled completion in eight years with a concession period of 40 years. Developer with GoArPr will incorporate an SPV GoArPr to hold 11 per cent. Developer with GoArPr will incorporate an SPV GoArPr to hold 11 per cent. MoU signed with GoArPr to set up the project on BOOT basis; DPR Prepared Received Stage I environmental clearance MoU signed with GoArPr to set up the project on BOOT basis;
01/05/2012
18
Energy Division
Projects in ArunachalContd
Project Name Nyamjung chhu Stage I (98 MW) Nyamjung chhu Stage II (97 MW) Nyamjung chhu Stage III (95 MW) Kameng-II (600 MW) Kalai-I (1450 MW) Hutong-II (1250 MW) Developer Bhilwara Energy, NOIDA Bhilwara Energy, NOIDA Bhilwara Energy, NOIDA Status MoU Signed with GoArPr MoU Signed with GoArPr MoU Signed with GoArPr
Mountain Falls India Pvt Ltd Mountain Falls India Pvt Ltd Mountain Falls India Pvt Ltd
Project to be developed as RoR instead of Storage Type Project to be developed as RoR instead of Storage Type Project to be developed as RoR instead of Storage Type
01/05/2012
19
Energy Division
Sikkim
North Dist., where bulk of hydro potential is located
Potential of 8 GW
3,910 MW under development 4,090 MW yet to be allotted
Some primary opportunities also available through the MoU route Several secondary opportunities possible due to lack of credibility of original allottees Hydel power a major revenue source for state govt Local opposition to hydro projects increasing in recent times
01/05/2012
20
Projects in Sikkim
Project Name Sada Mangder (71 MW) Developer Gati Infrastructures Ltd., Hyderabad Status Entered into an agreement with Sikkim Power Development Corporation Limited for development on BOOT basis; DPR Ready Entered into an agreement with SPDCL for development on BOOT basis; DPR Ready Entered into an agreement with SPDCL for development on BOOT basis; DPR Ready Under investigation DPR Ready DPR Ready Under investigation Under investigation Under investigation Under investigation Under investigation
Chujachen (99 MW) Bhasmey (51 MW) Teesta I (320 MW) Teesta II (330 MW) Teesta III (1200 MW) Teesta VI (360 MW) Rangit II (60 MW) Rangit IV (60 MW) Dikchu (90 MW) Panan (105 MW)
01/05/2012
Gati Infrastructures Ltd., Hyderabad Gati Infrastructures Ltd., Hyderabad SMEC Pvt. Ltd., New Delhi Him Urja Pvt. Ltd., Delhi Teesta Urja Limited, Delhi Lanco Energy Pvt. Ltd., Hyderabad Gammon India Ltd., Mumbai Jal Power Corporation Ltd., Hyderabad Sneha Kinetic Power Projects Ltd., Hyderabad Nagarjuna Holdings Pvt. Ltd., Hyderabad
21
Energy Division
Projects in Sikkim..Contd
Project Name Rangyong (200 MW) Rongnichu Storage (141 MW) Jorethang Loop HEP (95 MW) Talem (60 MW) Developer BSCPL - SCL Joint Venture, Hyderabad Chhattisgarh Electricity Company Ltd., Raipur DANS IT System Pvt. Ltd., Delhi SMEC Pvt. Ltd., Delhi Status Under investigation Under investigation Group Company of RKM Powergen Under investigation Under investigation
01/05/2012
22
Energy Division
Bhutan
Hydro power potential: 30 GW
Safe and exploitable: 16 GW
Sarbhang and Mangde Dists. is where bulk of hydro potential is located
MoU for Punatsangchhu project (145 MW x 6 = 870 MW) signed b/w GoI and GoBhutan on Sep 2003 Under Development
Mangde Chu hydro project (360 MW): Feasibility study completed; Sunkosh Multipurpose Project (4,060 MW): DPR completed by Central Water Commission of India (CWCI); project to comprise two damsone for power generation, other to feed irrigation canal
Hydro power export to India accounts for > 45% of Bhutan govts revenues
01/05/2012
23
86 MW Malana Project
Project commissioned in 30 months 2 years ahead of committed schedule and 6 months ahead of internal, aggressive schedule
R&R
Not a single project-affected family displaced! Massive afforestation drive around the project site Annual PLF of 49.1%
Just bagged
180 MW Bara-Bangahal 140 MW Chango-Yangthan (Spiti river) projects
LNJ Bhilwara group on track to have 600 MW hydropower assets by 2012 Bhilwara Energy, holding company for SPV, today boasts of an enterprise value of Rs 1,230 crore;
01/05/2012
24
Energy Division
KSK Energy GMR Energy Gati Infrastructure Jai Prakash Associates DS Constructions
International Developers
Brakel Corporation, Netherlands SMEC, Australia Soffimat, France
01/05/2012
25
Energy Division
Imported Coal
Maharastra: 1600 MW (1 project) UMPPs: AP, Maharashtra & Karnataka
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27
Coal Resources in Billion Tonnes Proved Indicated Inferred Total Share 6.77% Andhra Pradesh 8.40 6.16 2.58 17.15 0.04% Arunachal Pradesh 0.03 0.04 0.02 0.09 0.15% Assam 0.32 0.03 0.03 0.38 0.06% Bihar 0.16 0.16 Chhattisgarh 9.57 27.43 4.44 41.44 16.36% Jharkhand 36.15 31.41 6.34 73.90 29.17% 7.80% Madhya Pradesh 7.57 9.26 2.94 19.76 3.58% Maharashtra 4.65 2.43 1.99 9.08 0.18% Meghalaya 0.12 0.04 0.30 0.46 0.01% Nagaland 0.00 0.00 0.02 0.02 Orissa 16.91 30.79 14.30 62.00 24.48% 0.42% Uttar Pradesh 0.77 0.30 1.06 10.98% West Bengal 11.38 11.88 4.55 27.82 Total 95.87 119.77 37.67 253.30
State
Lignite 01/05/2012
28
is not suitable for transportation and is typically utilised at the pit head
Energy Division
Specific Opportunities
Shortlisting Criteria
Financial and Technical Capability of the Developer Status of Input Arrangement Size of the Project Current Status of Implementation Environment Management Capability
01/05/2012
29
Energy Division
Abhijeet Group Baidyanath Power KSK Energy Lanco Group Malaxmi Group Aryan Coal KVK Energy EMCO Energy Adhunik Thermal Energy DB Power Bhushan Energy JLD Yavatmal Energy Monnet Ispat & Energy
4 5 6 7 8 A B C D
Lignite Reserves Coal Reserves
8 13 D 2
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30
Energy Division
Imported Coal
Projects in Gujarat Visa Power CLP India Adani Power Sanghi Industries Videocon JSW Power DD-DNH Bid Route Pipavav, Amreli Rampar, Kutch Dahej, Bharuch Abdasa, Kutch Ningada, Amreli Junagadh Navsari 1000 MW 1400 MW 2000 MW 1200 MW 600 MW 1000 MW 1000 MW
Projects in Maharashtra Patni Projects Tata Power Reliance Energy Raigad Raigad Raigad 270 MW 1600 MW 1200 MW Project in Andhra Pradesh Hinduja National Power UMPP Projects in Karnataka Nagarjuna UMPP Mangalore Tadri 1015 MW 4000 MW Project in Tamil Nadu Cuddalore Power (IL&FS)
01/05/2012
JSW Energy
UMPP
Ratnagiri
Dighe
1200 MW
4000 MW
Simhapuri Energy
Cuddalore Tuticorin
4000 MW 1200 MW
Unnicornn Power
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Energy Division
Current Scenario
Limited number of gas plants being developed Activity expected near to landfall points and along with proposed gas pipelines Key Developers may include
GSPC Group of Companies Reliance Industries Andhra Pradesh based Gas Plant Developers Other E&P Companies
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33
Energy Division
Level of Importance
Medium
Remarks
In-house expertise exists for EPC, Mining
Market
Fuel
High
High
Competition/Entry barriers
Environment Management
Medium
High
Aggressive competition
Dependent on fuel
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35
Energy Division
Way Forward
Clarity on Target
Establish Size and Region preferences Comfort with joint development? Target of primary or secondary or both?
01/05/2012
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Energy Division
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Abhijeet Group
Group Companies
Jayaswal Neco Corporate Ispat Alloys Abhijeet Infrastructure Jas Toll Road Company
Engaged in:
Ferro Alloys and Steel Scrap Core Infrastructure like Roads, Bridges, Mines etc.
01/05/2012
38
Energy Division
Baidyanath Energy
1000 MW plant being proposed Part of the Baidyanath Ayurvedic Group Based on a set of mines in WCL area Looking to develop coal based plant aggregate other allottees
01/05/2012
39
Energy Division
KSK Energy
Unique Model for Power Development
Group Captives for Industrial Consumers
Operational Projects
Captives
43 MW Coal Fired Arasmeta Captive Power (Lafarge) 26 MW Gas Fired Coromandel Electric (Captive to India Cements)
JV with Lehmann Brothers for investments in power sector Forayed into backward integration to assure fuel supply for projects
Group Captives
43 MW Coal Fired Sitapuram Power 58 MW Gas Fired SAI Regency Power
IPP
22 MW Liquid Fired in Kerala
Merchant
20 MW Gas Fired RVK Energy (Customers include APTransco, India Cements, Essar and Zuari Chemicals)
Captive
135 MW VS Lignite Power Lignite Block
IPP:
01/05/2012
1000 MW Power Plant in Chattisgarh: FSA with GMDC Could increase to 2000 MW
Energy Division
40
Lanco Group
Started with gas based projects in AP Is also developing Hydro projects Aggressive pricing based on innovative strategies Operational Projects
IPP
368 MW Gas Fired Kondapalli Power 120 MW Gas Fired Aban Power Two Biomass Projects totaling to 18 MW Two Wind Projects totaling to 13 MW
1015 MW Imported Coal Fired Nagarjuna Power 300 MW Coal Fired Pathadi Project Five Hydro Projects totaling to 650 MW
01/05/2012
41
Energy Division
Malaxmi Group
Promoted by Y Harish Chandra Prasad, Ex-Head, Lancos Power Division
Foray into Power and Infrastructure
Existing Capacity
82 MW Coal Fired CPP in AP
Being expanded to 114 MW
01/05/2012
42
Energy Division
01/05/2012
43
Energy Division
KVK Energy
Started as a merchant plant operator in AP Installed Capacity of 89 MW
Group Captive
28 MW Gas Fired MMS Steel & Power
Merchant
20 MW Gas Fired RVK Energy (JV with KSK)
IPP
21 MW LSHS Fired Karasgod Power 15 MW KVK Bio-Energy Power 9 MW Paschim Hydro Energy
44
Energy Division
EMCO Energy
Subsidiary of EMCO Limited a leading Transmission & Distribution Equipment Company Developing a 520 MW Coal Fired Project in Chandrapur District
Coal Linkage obtained; attempting block allocation Applied for water linkage
01/05/2012
45
Energy Division
RKM Powergen
Part of Raipur Steel and Alloys Group Developing a 1050 MW project in Janjgir Dist, Chattisgarh Expected to get a third of 450 MT block in Chattisgarh
DB Power
Part of the Dainik Bhaskar Group Developing a 1000 MW project in Janjgir Dist, Chattisgarh Expected to get a 90 MT block in Chattisgarh
Bhushan Energy
Part of Bhushan Steel Limited Developing a 2000 MW project in Angul, Orissa Expected to get a 50% of a 410 MT coal block in Jharkhand
01/05/2012
46
Energy Division
Fuel Arrangement
Expected to get a fourth of 450 MT block in Chattisgarh Same block as RKM Powergen
01/05/2012
47
Energy Division
VISA Power
Part of Visa Group engaged in Iron & Steel, Mineral Mining and Coal & Minerals Import Has signed MoUs with:
Gujarat: 1000 MW Imported Coal based Plant Orissa: 1000 MW Coal Based Plant
Also developing a port in Orissa; Shall provide back up fuel to the plant
01/05/2012
48
Energy Division
Sanghi Industries
Group into Cement, Textiles and Allied Industries Setting up a 1200 MW Imported Coal Based Station in Kutch Region in Gujarat Operates a Captive Jetty for the Cement Plant in close vicinity
01/05/2012
49
Energy Division
Videocon Industries
Major consumer durables players
Has diversified into energy sector with Exploration & Production in Oil & Gas Has bagged RAAVA oil & gas field in JV with Command Petroleum Holdings, Australia
01/05/2012
50
Energy Division
JSW Power
Part of Jindal South West (JSW) Group Operational Project
260 MW Coal/Corex Gas Fired IPP in Karnataka
51
Energy Division