India-s Energy Security

7/29/2019 India-s Energy Security

1/16

Inis nry scurity

Ky issus imctin t Inin

oi n s sctor


2/16

Frwr


3/16

1

Is r rwt

vr ru 8 r

t t st ,

t 6.5 r t

rwt t r

ry. v t rt

rwt vs,

ry s xt

t tu t rs; rs

ry s, tur, v rw tttt t rt ry surty. ry

surty s sur y urt tr trs

vty, ssty rty

ry rsurs.

C, tur s r t st rtt

surs rry ry I. Iut

st sus ts yrrs r

r t utry t rs ts rt .

W t utry rs y t

rts, t s s t t tt suy

tur s, w ws xt t vt

ur ry surty r t w st

]d\k$j]eYafko]ddZ]dgohjgb][lagfk&G^dYl]$

rv y rt ty t

wr rt st

rut, Is rts v rs.

Gfl`]_dgZYd^jgfl$\]eYf\^gj`q\jg[YjZgfk

s rs; suty, I s

ts rts t sur ry surty. T

-t stut s r t

ssty rsurs ur sts.Irs strt rsrvs, us

r uty vst y v

ur u r.

Gfl`]\ge]kla[^jgfl$Yegn]lgoYj\kY

\an]jka]\^m]dZYkc]llg_]l`]joal`Y^g[mkgf

]^[a]fl]phdgjYlagfYf\[gfkmehlagfg^]f]j_q

rsurs s . ty, rt

vt ry rstrutur, u

rsur vt t u-

_jY\YlagfYj]c]qYj]Yk^gjY[lagf&9egj]

uv y vrt u wt

tv rutry r s, wtut ut, t

ss r rt rwt st ry

rsurs. ry surty s trt

Y[lagfZqYddklYc]`gd\]jk&

Ts ttv Ntion Sminr or Enry

Scurity Zjaf_klg_]l`]jYddl`]klYc]`gd\]jk

w w rstr t ru ssus

rt t ry surty I wt t t

tv rt r r t utur.

FICCI rst u v ty rr

làkcfgod]\_]j]hgjloà[`hjgna\]kl`]ZYkak

us r t susss. T r

rvws t urrt sr rs ry

I w s t rs

rts rv rry y

st rut. It s rvws

l`][mjj]flhgda[qYf\j]_mdYlgjq^jYe]ogjc

vr Is s strs, t

t srts sust rrs.

Alakgmj`gh]l`Ylqgmoaddf\làkhYh]jYf\l`]

uts t Nt Sr r ry

Surty rtv u sur

ry surty r t utry.

Dr. Riv Kumr

Srtry r

FICCI

>


4/16

Contnts

Inis imnin nry crisis 3

Ky issus imitin rowt n vomnt o Inis oi n s inustry 5

. Ustr 5

B. Mstr 8

C. Dwstr


5/16

3

;mjj]fl]f]j_q\][alk[]fYjag

Currty, I s t wrs stst-rw

s. Dur t r tw 2006

2010, t utrys rss st rut (DP)

rs t CR 8.2%, w DP

rs t CR 4.5%.1

T r rs tvty s y rs

ry sut. Dur t r tw

2006 2010, Is rry ry sut

rs t CR 8.3%, r 381.4 ts

g^gad]imanYd]flELG=!lg*&*ELG=&gYd$gad

tur s r r surs rry ry

I, ut r 52.%, 2.6% 10.6%,

rstvy, t rry ry sut.

tu t utry s t wrs urt-rst

rsrvs, t -suy

s sstty rs, wt st

hjg\m[lagfmfYZd]lgc]]hhY[]oal`l`]\]eYf\&L`]

\][al$af[Yk]g^gadYf\_Yk$ak]n]fegj]&Af\aY`gd\kust 0.7% t wrs rv rsrvs w

ut r 3.% t sut

tus rt 73% ts su. Sry, t

utry s 0.8% t wrs rv tur s

rsrvs, w ut r 1.% t wrw

s sut, w rsuts I rt

ry 20% ts tur s su tru N.2

Inis imnin nry crisis

MMT

Percentage

F11: urs r rvs

Sur: Ptru P yss C, rst u yss

iur 1: Inis risin nnc on oi imorts

34 34.1 33.5 33.7 37.7

120.7128. 133.6

137.8 141.8

71.

73.5

74. 75.6

73.4

60

62

64

66

68

7072

74

76

78

0

20

40

60

80

100

120

140

160

F07 F08 F0 F10 F11

Dst ru rut( ts)

Dst tru rutssut ( ts)

Irt (%)

Rs rt s us r r

Gn]jl`]hYkl^]oq]Yjk$l`][gmfljqk\]h]f\]f[]

rt s sty rs s rsut

stt st rut rs .

Ts rt ru s

ka_fa[Yflaehda[Ylagfkgf]f]j_qk][mjalqYf\l`]

gn]jYddfYf[aYd`]Ydl`g^l`][gmfljq&


6/16

4

Dsrut ru sus s wys

us r r r I. T M st Nrt

r, w sus 60% Is rurts

v wtss r t vtty

rt ts.3 T rt uv t M st,

sy y yt trr r ru

rut t r, rsut rs

[jm\]gadhja[]k\janaf_mhafYlagfafAf\aY& 4 r

t Ss, t rs r y US10

r rr u tty sw Is DP rwt

Zq&*Yf\eYqafYl]l`][mjj]flY[[gmfl\][al

y 0.4%.

5

I t, t rs rs uj]kmdlafm[lmYlagfkaf^gj]a_f]p[`Yf_]j]k]jn]k&

T rt rt t ru rs t st

ru rts r I, w tur s

lgaf[j]Yk]afafYlagfYjqhj]kkmj]kgfl`]][gfgeq&

mjl`]j$jakaf_gadaehgjlkaehY[lgmjljY\]\][al&

Nty, t rt ru ruts rs

r US50.3 F06 t US115.

F11.6AfQ*laddG[lgZ]j*!$aehgjlklgm[`]\

US75 .7Gn]jl`]dgf_jmf$l`]oa\]faf_ljY\]

\][aleYqj]kmdlafl`]hYm[alqg^^gj]a_f]p[`Yf_]

rsrvs r t utry t y tr rt

rstrutur s rts.

s srts rsst,

twtst rut

[gee]f[af_^jgef]o]d\k

Currty, ru 32% r s t

utry s ut s st sus r t

ut u t t urrt . I F10,

t st s suy sr rv, wt t

?


7/16

5

T I s ustry s t wt

yr ssus. W s t s su s

rutry urtty, susz tru rs

Yf\j]_mdYl]\_Ykhja[]kYj]kh][a[lgl`]\ge]kla[

s ustry, yrs st t rss

jYehYfl_dgZYdakkm]kkm[`YkeYfhgo]j\][alYf\

t t ut rstrutur.

S t rtt ssus rss t vu

r suss w.

Mhklj]Ye

Iut ustr

rstrutur11

T ustr s rstrutur I s

ut u t urvstt t st.s rsut, t rut s r

klY_fYflYf\`YkfglZ]]fYZd]lgc]]hmhoal`l`]

rs . T str s t rtt

r r rvt yrs s s vs r

tr rtt Nw xrt

s Py (NP) rus. Fr st, tt

21 r s rtt NP-VII

*!l]f^gj]a_f[gehYfa]klggchYjlaf=

AAA*!$oàd]gfdq]a_`l[gehYfa]klggchYjlaf

NP-IX (2011).12 Furtr, s v st ust

US7.2 , ut tr vstt tt

US20.7 ut NP VII.13

tut uxr stry r t utry

rs r 41% F t 12% F10, t

v xrt w v t urtr rs t

rs yrr rut.14

K`gjlY_]g^gad]d\k]jna[]k15

T rs r s s rsut

rs xrt tvts wrw,

lgl`]k`gjlY_]g^gad]d\k]jna[]k$hYjla[mdYjdq

wtr rs. I wt t tr, I s

^Y[af_Yk`gjlY_]g^gad]d\k]jna[]k$]kh][aYddq\jaddaf_

ut. Cs r rsy srt

tr xrt trts wt

[gklgn]jjmfkYf\\]dYqkafogjc[geeale]flk&L`]

akkm]akY[[]flmYl]\Zql`]dY[cg^\ge]kla[]ph]jlak]

t utur rs, rtury wtr rs,

t t t vry w rs. Furtr,

st t r ssts y I s r

Y_af_&Gn]jl`]f]pl^]oq]Yjk$l`]k]gd\ja_k]al`]j

v t rtr r sustty ur t r

gh]jYlagfYd$oà[àkdac]dqlg^mjl`]jaf[j]Yk]l`]

srt. I t t rs, tr s srty

tr ustr-rt rstrutur su s rss

trs, s, t stts tr

sur ts t trsrt s r ws t

vry ts.

Ky issus imitin rowt n vomnt

o Inis oi n s inustry

A.

Af\aYakf\af_al\a^[mdllg[gee]j[aYda]alkgad

s svrs. S t trut

NP 1, tr v 60 svrs,

ut w 51 r s svrs. Hwvr,

ut ts 51 svrs, y tw v

tr rut s.

11. ?YkAf\aY?jgolàf[`Ygk$gemjYAfl]jfYlagfYd$EYq*$naYL`gekgfJ]k]Yj[`

12. =A?dgZYdgadeYbgjkk`mfAf\aYkg^ ]jg^gadYf\_YkZdg[ck$The Economic Times, 2 Mr 2011, v Ftv, 2011 T Ts

gÂf\aY?jgmhZa\kj][]an]\^gj]phdgjYlagfZdg[ckg^ ]j]\mf\]j=AA$j]kkAf gjeYlagfmj]Ym$+mf]*glYc]jk

^gj`Yd^g^f]o]dhZdg[ck$_dgZYdeYbgjkeakkaf_$Indian Express$+G[lgZ]j*$naYY[lanY$*Af\aYf=phj]kklq&l\

13. Af\aYGadYf\?Yk$EY[imYja]=imala]kJ]k]Yj[`$/mf]*$naYL`gekgfJ]k]Yj[`

14. DH 2010 u rrt15. Af\aYGadYf\?Yk$EY[imYja]=imala]kJ]k]Yj[`$/mf]*$naYL`gekgfJ]k]Yj[`


8/16

6

surt y t ttvs t Cs

vrt, r t vst s rstrutur

rts t rvs st s t utrs

o`]j]l`]qYj]k]]caf_Y[[]kklggadYf\_Ykj]k]jn]k&

T I s ur I s t x

tr vrss rts. Hwvr, Is vrss

vstts s tt Cs

s. W I s vw vrss

rts s r tvty sty

ur ssts s rturs, Cs t

s r t ry t vry r ssts

lgklj]f_l`]f]f]j_qk][mjalq$gn]jdggcaf_hjgb][ls. Tu I s urrty v

Ykk]lkaf`a_`jakc[gmflja]kkm[`YkKm\YfYf\KqjaY$

ty w strty s t urs t ssts

rtvy s utrs. I trst, Cs

s r t vrs t vst ust

rs.

S t tr ssus r t rwt t

af\mkljqaf[dm\]l`]^gddgoaf_

LYpYf\j]_mdYlgjqakkm]k

L`]?gA`Yk[j]Yl]\YjgZmklj]_mdYlgjq^jYe]ogjc

surt t rwt t st s

af\mkljq&Kge]g^l`]c]qafalaYlan]kaf[dm\]

GadYf\_Yk]d\kYj]gh]flg\ge]kla[Yko]ddYk

^gj]a_f[gehYfa]kmf\]jl`]=^jYe]ogjc&

U t 100% Fr Drt Ivstt (FDI) s

rtt svr s- u-sz]d\kl`jgm_`[geh]lalan]Za\\af_&

Crt wstr ustr rutr.


9/16

7

r rut r tur

_YkafZdg[ckda[]fk]\mf\]j=AAAYf\

Zdg[ckda[]fk]\mf\]jgYd]\E]l`Yf]E!

IV. ry, ut s v r

hjg\m[lagfg^fYlmjYd_YkafZdg[ckda[]fk]\mf\]j

tr NP CBM rus .

No otion or cimin tx oiy unr sction

80IB(9) o t Act: Tx y ur st

A!akYnYadYZd]lgYfmf\]jlYcaf_$o`a[`ak

]f_Y_]\afl`][gee]j[aYdhjg\m[lagfgjj]faf_

r r sv yrs u t

sssst yr. Hwvr, t t yrsl`]j]ak`Yj\dqYfqhjgllglYc]Y\nYflY_]g^l`]

lYp`gda\Yqkaf[]mf\]jlYcaf_kaf[mj[gfka\]jYZd]

]ph]f\almj]lgk]lg^^Yf\`]f[]$Y[lmYdZ]f]lg^

lYp`gda\Yq\g]kfglgolgl`]e&

Fg]p]ehlagfg gadYf\_Ykhjglk^jge

Minimum Atrntiv Tx (MAT):L`]Z]f]l

rt y wy tx y s rty st

s xt s rt r vy

MT.

Gad]d\k]jna[]k

Rimbursmnt o xns tx unr sction

44BB o t Act (or srvic rovirs): 9ka_fa[Yfl

ur uts v tt t ut

rv s rurst xss s t

ru r rs r t rr y srvs

ur t trt , r t rt t

trtu rvus. T rursts r

rst uts st y t trtr

t r ry, t s t

sttut t s t trtr.

L`]J]n]fm]Yml`gjala]k`Yn][gfkakl]fldqlYc]fY

trry st tt rvss St 44BB

t t y t uts rv trs s r rt trtt rst

rurst xss. ry, t Rvu

utrts v suty tx rursts

xss.

L`]j]f]jqk][lgjakgh]flgbgaflk][lgjhmZda[

rvt rtrs) s w s rvt str

hYjla[ahYlagf^gjf]oj]f]ja]k&

Fr tru ruts str, FDI s

rtt u t 100% tru utt rut.

FDI u t 100% s rtt r tur s N

wt rr vrt rv.

FDI u t 100% s rtt utt rut

eYjc]laf_g^h]ljgd]mehjg\m[lk&


10/16

8

Comrison o iin nsity 010

Sourc o s W ric (US/mmbtu)

Fs-PM 4.2

D6 4.2

N (Ctrt)

D tr

7.5 t 8

N (St) 14 t 16

YffYEmclY 5.57 t 5.73

"9E9\eafakl]j]\_Ykhja[]

Kgmj[]


11/16

9

t tr st u ustr susry r rt

srt vs wt t y tt w try

us xrt rut tvts.28 Hwvr,

u ur-rvrs v ru s rsrvs, w

eYqhj]n]flGEk^jgeafn]klaf_kmZklYflaYdYegmflklg

s u tr ustr usss.

Cs v CD

f]logjck

Afkm^[a]fl_Ykkmhhda]k$hggjdq\]n]dgh]\hah]daf]

rstrutur urtty vr rutry s

r s t trs trr t rwt t

[alq_Yk\akljaZmlagf?

Af\aY`YkY?


12/16

10

Af\aYoadd`Yn]lggn]j[ge]ka_fa[Yfl[`Ydd]f_]k$

tr s w s xtr, t v ry

surty. Rutry urtty u

tur s r s v rsut vst

uxr ss ut ustr

tvts t utry. I t, t s

g^kcadd]\eYfhgo]jYf\hggjdq\]n]dgh]\mhklj]Ye

af^jYkljm[lmj]akj]kmdlaf_afYka_fa[Yfllae]dY_

tw s svrs rut. v

t srty yrr rsrvs rss t

t rs , I w v t rsy

t wt tr ts t sur ry sus.gkkadZYk]\^m]dkoadd\]fal]dqj]eYafl`]\geafYfl

sur ry t r utur. Ntss,

t tr, I w v t xr trtv

ry surs t strt ts ry surty.

ustry w rur ru 4,500 vr t

xt w yrs.30 S t tr s tt

y r t rwt t st CD ustry

Af\aYaf[dm\]l`]dY[cg^kY^]lqklYf\Yj\kYf\f]logjc

r ut surs.

Tx rutry ssus

Rutry r

J]faf_

Sunst cus or tx oiy or minr oi

j]f]ja]k2Tx y ur st 80IB t

9[loaddfglZ]YnYadYZd]lgeaf]jYdgadj]f]ja]kl`Yl

[gee]f[]j]faf_Y^l]j+EYj[`**&

;alq_Yk\akljaZmlagf

Absnc o cr rutory rmwor or

voin CGD ntwors: T s r

rutry rvss s r t vt

t st CD ustry. ss r CD

rts ur ru 2 ru 3 CD

r yt t wr. Mrvr, t urtty vr

t rtr rty t t t

t urt ru CD . ty rtr

^gj?


13/16

11


14/16

1

Fgl]k


15/16

13

9jlogjcZq


16/16

About Ernst & oun

rst u s r ssur, tx, trst

vsry srvs. Wrw, ur 152,000 r

ut y ur sr vus uwvr tt

lgimYdalq&O]eYc]Y\a ^]j]f[]Zq`]dhaf_gmjh]ghd]$gmj

ts ur wr uts v tr tt.

rst u rrs t t rzt r

rs rst u t, w s

srt tty.

rst u t, U y t y

urt, s t rv srvs t ts. Fr r

rt ut ur rzt, s vst www.y.

rst u Pvt. t. s y rstr ur t

Cs t, 156 v ts rstr t 22 C

Klj]]l$+j\dggj$dg[c$gdcYlY/

2011 rst u Pvt. t. Pus I. Rts

Rsrv.Ts ut ts rt sury r s trr t

r r u y. It s t t t susttut r t rsr

r t xrs rss ut. Ntr rst u Pvt. t. r

y tr r t rst u rzt t y

rssty r ss s t y rs t r rr r t s

Yj]kmdlg^YfqeYl]jaYdafl`akhmZda[Ylagf&GfYfqkh][a^a[eYll]j$j]^]j]f[]k`gmd\

t t rrt vsr.

www.y.

IN1112-141

Ernst & oun Pvt. Lt.

ssur | Tx | Trsts | vsry

Documents

India-s Energy Security