The growth of Indian upstream sector was plagued mainly by poorly explored sedimentary basin, declining private and foreign participation, lack of proper technology and non- transparent policies. In order to reduce the import dependence of the country, the government has taken many measures to ramp up domestic production like introduction of HELP, 100% FDI in upstream, auctioning of 67 Small Oil and Gas Fields with newly introduced investor friendly terms, Pricing freedom of gas produced from difficult fields etc. In the case of Midstream many new pipelines are coming up across different states to provide an unbiased access of hydrocarbons to meet their energy demand. For downstream, the deregulation of Petrol and Diesel prices along with the increase of automobile population attracts private players who are existing as well as new to the Indian Fuel retailing segment. The anticipated increase in fuel demand as well as government initiatives like increasing the customer base of LPG consumers, upgradation of automobile fuel from BS-IV to BS-VI by 2020 etc. calls for many green and brown field refinery projects. The expected futuristic growth of Indian Oil and Gas Sector holds immense conventional as well as novel opportunities for the investors to explore.
In order to track the holistic picture of current O&G to present the futuristic case for the segment in India, enincon consulting llp attempts to release its outlook series on ““O&G Fields, Refineries & RLNG Terminals in India: Tracking Opportunities and Outlook Till 2022”. The report also delivers a detailed opportunity track in Indian Oil and Gas Sector like the newly announced Discovered Small Oil and Gas Fields Auction, Green Field as well as Brown field Projects in Refineries as well as RLNG Terminals and much more.
Key Queries Resolved
What would be the opportunity tune (in INR or project volume) for upstream segment players?
What would be the opportunity tune (in INR or project volume) for midstream segment players?
What would be the opportunity tune (in INR or project volume) for downstream segment players?
Will HELP would actually prove to be an extended arm for reviving the Indian exploration and production segment cutting all the complexities?
What would be the fate of midstream and downstream segment?
How much optimistic and reliable is Indian O&G segment segment from investment perspective?- current case and futuristic scenario.
Key Highlights:
Tracking the upcoming investment opportunity in the Indian O&G exploration and production space
Segment wise bifurcation opportunity tune
Market Sizing and Futuristic business case for Indian refineries and entire downstream segment
Market Sizing and Futuristic business case for Indian Midstream segment
EXECUTIVE SUMMARY
SEGMENT I: O&G FIELDS IN INDIA: TRACKING OPPORTUNITIES AND OUTLOOK TILL 2022
1. A BACKGROUND OF SPIRIT FROM NELP TO HELP
2. UNDERSTANDING SMALL O&G FIELDS IN INDIA
3. UNBLOCKING THE POTENTIAL OF 46 SMALL O&G FIELDS READY FOR BID IN INDIA
3.1. For Investors Category Wise Potential
a. Eccentric Investors ( Investors from other than Energy Sector)
b. Established Players in the Sector
c. Private Equity Players
d. Foreign Players
3.2. Region wise Potential Distribution
3.3. Onshore and Offshore Potential Distribution
3.4. Assessing Potential of Reduction in Indian Imports from current 78% to what levels by 2022.
4. GAS PIPELINE INFRA AND UPCOMING O&G FIELDS
4.1. Blocks near existing or upcoming pipeline ( in proximity of 100 Km or less)
4.2. Blocks beyond 100 Km’s of existing or upcoming pipeline infra
4.3. Reserve wise positioning of O&G Fields
4.4. Mapping High Investment Potential Blocks as per location and reserve
5. CASE ANALYSIS OF AN EXISTING O&G FIELDS ON IDENTIFIED PARAMETERS
6. CRUCIAL NATURE OF SMALL O&G FIELDS AND NEW POLICY REGIME
6.1. Key Highlights of New Policy and What has Changed
a. Upfront Signature Bonus
b. Pricing Freedom Levels
c. Oil Cess
d. Customs Duty
e. Graded Royalty Rate
6.2. Determining Impact of Small O&G Fields on India’s Domestic E&P Segment
7. DOMESTIC SUPPLY CLIMATE AND SMALL OIL AND GAS FIELDS CONTRIBUTION : SCENARIO ANALYSIS
7.1. Long Term
7.2. Medium Term
8. OPPORTUNITIES FOR VALUE CHAIN STAKEHOLDERS
8.1. Investment Opportunity
8.2. Business Potential
8.3. Macro Risks
a. E&P Players
b. E&P Contractors
c. OEM’s: Drilling/Rigs/Meters/Valves/Cranes etc.
d. O&G Supply and Pipeline Players
9. SWOT ANALYSIS OF CATEGORY WISE INVESTORS IN O&G FIELDS
9.1. Eccentric
9.2. Established
9.3. PE
9.4. Foreign Players
10. MARKET OUTLOOK TILL 2022
10.1. Domestic E&P Capacity
10.2. Imports Capacity
10.3. Pipeline Supply Capacity
SEGMENT II: REFINERIES IN INDIA – TRACKING OPPORTUNITY AND OUTLOOK TILL 2022
1. BACKGROUND OF REFINERIES IN INDIA: DYNAMICS BETWEEN CAPACITY EXPANSIONS
2. RECENT MARKET TRENDS
2.1. Regional Market Fundamentals
2.2. Product Demand
2.3. Refinery Capacity
2.4. Refinery Utilization
2.5. Product Balances
2.6. Trade Flows
3. PLAYER WISE OPPORTUNITY TRACK
3.1. Established Players
3.2. New Players
3.3. Price Setting Mechanism
3.4. Margins Involved
3.5. SWOT Analysis
4. MARKET OUTLOOK TILL 2022
4.1. Refining Utilization from 2016-2022
4.2. Refining Capacity Addition by Unit and Region by 2022
4.3. Refining Margin Outlook
4.4. Light / Heavy Product Differential Outlook
5. PRICING OUTLOOK
5.1. Product Pricing Outlook till 2022
SEGMENT III: RLNG TERMINALS IN INDIA: TRACKING OPPORTUNITY AND OUTLOOK TILL 2022
1. BACKGROUND OF RLNG TERMINALS IN INDIA
2. MARKET TREND OF GAS SUPPLY IN INDIA
3. LNG IMPORT TREND IN INDIA
3.1. By Volume
3.2. By Price
3.3. By Term
a. Long Term
b. Medium Term
4. DEMAND OUTLOOK OF LNG BY 20225. INVESTMENT OPPORTUNITY IN LNG CAPACITY CREATION
5.1. Established
5.2. New
5.3. SWOT Analysis
6. CHALLENGES & RISKS INVOLVED
7. EPC OPPORTUNITIES IN RLNG TERMINALS
7.1. Equipment Demand
7.2. Procurement Process
8. NEW RLNG PROJECTS TO COME ONLINE BY 2022
9. EXPECTED IMPORT FLOWS AND PRICE DEVELOPMENT OUTLOOK BY 2022 IN INDIA FOR LNG
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