power generation in india - ibc · 2018-12-12 · power generation in india raghav kanoria....
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Power Generation in India
Raghav Kanoria
Managing Director, India Power Corporation 26th April,2018
Agenda~ About IPCL~ Power Generation Scenario India
IPCL-An Integrated Power Utility
India Power Corporation Ltd (IPCL) is a customer-focused end-to-end energy solutions provider
IPCL Business Areas
In partnership with Uniper, IPCL offers a wide range of services to power plants with
focus on operational efficiency
Services
Presence in thermal and renewables segments
Generation
One of the oldest Distribution Licensees in the country having expertise in efficiently
managing distribution systems
Distribution
- 1,312 MW Thermal- 105 MW Wind- 36 MW Solar
- 205 MVA Licensee over 618 sq.km area, Asansol
- 350 MVA Franchisee over 1,630 sq.km, Gaya, Bihar
- Plant O&M- Asset monitoring- Value added services
4
IPCL - Part of Kanoria Foundation~The Kanoria Foundation is primarily engaged in the business of Infrastructure Development
Infrastructure Finance
Equipment Finance
Power Sector
Education
Hospitality &Housing
Media
Healthcare
Technology
•Financial Services Company with AUM of more than USD 7 Billion
•Major equipment financier :Pan India presence with more than 89 Office Locations
•Integrated Power Utility player with Generation Capacity of 1312 MW & More than 2 lacs customers serviced from its distribution network
•ISO 9001:2000 certified infrastructure development company,
•Business & Economics- Popular fortnightly business magazine offering realistic insights
•IISD conducts several program for skill improvement , entrepreneurship, management etc
•Software solution and services company providing comprehensive range of IT services
•Suasth Healthcare India (Pvt) Limited is setting up a 400 bed ‘super specialty’ hospital at Navi Mumbai
Wind Power Generation Power Distribution Thermal Power Generation Solar Power Generation
1,000 MW Thermal Power Plant, Nellore, Andhra Pradesh
300 MW Thermal Power Plant, Haldia, West Bengal
2 MWSolar Power Plant, Seebpore, West Bengal
12 MW Thermal Plant, Dishergarh
205 MVA Distribution Licensee, Asansol
60 MW Wind Plant, Rajasthan
36 MWSolar Power Plant,
Uttarakhand
350 MVA Distribution Franchisee
Gaya, Bihar
29.8 MW Wind Plant, Gujarat
5 MW Wind Plant, Maharashtra
10.4 MW Wind Plant, Karnataka
India Power - Span of Business
Generation Sector~ Thermal~ Renewable~ Hydro ~Gas
• Electricity Act (2003) • New renewable energy policy• Promotion of competition • Implementation of Deen Dayal Upadhyay
Gram Jyoti Yojana (DDUGJY) and Integrated Power Development Scheme for rural and urban areas respectively
• Implementation of Ujwal DISCOM Assurance Yojana (UDAY) for improving the health of state distribution utilities
• National Tariff Policy (2016) with focus on renewable energy resources
• Generation and distribution of power under state ownership
• Continuation of State Electricity Boards• Creation on Central Sector Power Utilities –
NTPC, NHPC, NEEPCO, POWERGRID
• Electricity (Supply) Act 1948 • Establishment of State
Electricity Boards (SEBs).
2003 Onwards Growth Era
1991-2003 Liberalization Era
1956-1991Nationalization Stage
Before 1956 Introductory
Stage
• Private sector participation in generation
• Electricity Regulatory Commissions Act (1998) for establishing Central and State Electricity Regulatory Commissions and rationalisation of tariffs
Evolution of Indian Power Sector
Source :IBEF Report
Power demand in the country is set to grow
Note: India’s figures is for 2015-16
15520
12987
10067
7836 73825409
30261122
Canada USA Australia Japan France UK World India
Per Capita Electricity Consumption
India needs to catch up on per capita electricity consumption Around 15% of Total Households still need access to electricity to be electrified.-(As of Oct’17)
Electrified Households , 189,853,126 ,
85%
Un-electrified Households34,783,588
15%
Electrification Status of Households
571
1.198
1.771
2.853
4.128
0
500
1000
1500
2000
2500
3000
3500
4000
4500
FY 2000 FY 2013 FY 2020 FY 2030 FY 2040
TWH
Growth in Energy Demand Across Sectors
Industry Residential Services Transport Agriculture Other Energy Sector T&D Loss PG Own Use Gross Generation
• Significant capacity addition after Electricity Act 2003
• Private sector participation has been phenomenal
• Majority coal based thermal power plants
• Renewable capacity has shown significant growth due to supportive policies
• However, electrification yet to cover all households
0
50
100
150
200
250
300
350 Installed Generation Capacity (in GW)
Coal Gas Diesel
Nuclear Hydel Renewable
0
20
40
60
80
100
120
140
160 Installed Generation Capacity –Ownership ( in GW)
Private (In GW) State (In GW)
Central (In GW)
Installed Power Generation Capacity is growing
192 249 249
2530 305161 8757
175275
0
100
200
300
400
500
600
700
FY 2017 FY 2022 FY 2027
Indian Electricity Capacity Additions and Totals to FY2027 (GW)
Renewables
Other Zero Emissions(Hydro,Nuclear etc)
Gas
Coal
Source :IEEFA Estimates, CEA Data
Vision ‘24x7’ Power for All’Affordable and quality power for all by March 2019
Green Energy Corridor ProjectDedicated Power Transmission Corridor for renewable project
Boost to Renewable EnergyNo Environment Clearance for Solar , RPO Obligations, Aggressive Target for Capacity Addition
Direct Benefit Transfer (DBT) SchemeDirect Transfer of electricity subsidy
National Mission on Enhanced Energy Efficiency Funds energy efficient electrical appliances
Ujwal Discoms Assurance Yojana (UDAY) Reduction in losses and improvement in State Utilities Financials
Power to the people (DDUGJY,IPDS)Reduction in losses and improving electrification
Power Purchase PlatformFor Medium Term 2500 MW of ElectricityUltra Mega Power Projects (UMPPs)
Ease of land possession, tariff based competitive bidding
Saubhagya SchemeElectricity Access to 40 Million families by Dec’18
UJALA SchemeDistribution of energy efficient LED bulbs
Boost to manufacturingManufacture of Solar Power Equipment in India
Coal ReformsCommercial Mining, GCV based pricing, Mine Auction
National Tariff Policy (2016)Power Purchase through competitive bidding
Government Initiatives for Improving the Power Generation Sector
0
50000
100000
150000
200000
250000
300000
2017-18 2018-19 2019-20 2020-21 2021-22
INR
Cro
res
Investment Trends
Thermal Hydro Nuclear Renewables
Thermal; 140.772 ;
31%
Hydro; 45.168 ; 10%
Nuclear; 25.606 ; 6%
Renewables; 237.027 ;
53%
Share of Investment (Cr) FY 17-22
Source :NEP,CEA Data
Investment Plans in Power Generation Sector-India
India is likely to attract a massive investment of Rs 11,55,652 Crore or USD 18 Billion in power generation sector
in the five-year period between 2017 and 2022 in setting up projects across thermal, hydro, nuclear and renewable
segment and close to USD 40 Biliion between 2017 and 2017.
Energy Demand / Supply (in BU) & PLF for Coal based IPPs
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
0
200
400
600
800
1000
1200
1400
Supply Demand IPP PLF
• While PLF of thermal IPPs is already below 60%, over 45 GWof coal based capacity continues to be under development.
• Low PLF has resulted in both financial and operational distressfor such plants. Large scale renewable addition is aggravatingPLF for such plants.
• Based on underlying demand drivers and policy actions(Power for All, manufacturing focus, Electric Vehiclesetc.), we believe market would have supply deficit inmedium term
Plant Capacity Profile (GW)
330
192
50
6,122,7
0
50
100
150
200
250
300
350
Installed capacity Coal based Coal older than20 years
Retd. betweenAug. '15 to Nov.
'17
To be retired byMar. '22
Thermal Generation :Low PLF, Aging Assets May Lead To Supply Deficit
40037
123959163996
54045
54045
Pre -1993 MW Post -1993 Total
Thermal Power Capacity Pre & Post 1993
Subcritical (MW) Supercritical (MW)
Source :CEA Report, Institute for Energy Economics and Financial Analysis,Nov’17
• Requirement of retrofitting and implementation pollution control equipments in plants e.g FGD (Flue Gas Desulphurization) SCR ( Selective Catalytic Reduction), ESP (Electrostatic Precipitator)
Compliance to Environmental Norms by 2022
• 30 GW of thermal capacity have been identified for R&M/LE program for FY 2012-17. R&M works for 7.2 GW has already been completed.
• Further 15 GW of capacity have been identified for R&M/LE Works in FY 2017-22(R&M-Renovation & Modernization) (LE-Life Extension)
Renovation & Modernization Program for Aging Plants
• Policy for auction and allocation of coal linkages for plants with PPA and without PPA
SHAKTI
• Introduction of commercial coal mining to reduce imports• Pricing of non coking coal based on GCV value• Emphasis on reduction of grade slippage in coal supply• Coal Swapping & rationalization of coal linkages
Coal Reforms
Integrated Approach towards strengthening the sector
Government Initiatives For Thermal Generation Sector
Source : Draft NEP-Generation ,CEA,Jan 2018
Thermal Capacity-Plans for Future
-194 -42 -188 -683-3896 -2500 -2500 -2500
19927
16725
2064321777
76555750 5500 5500
-10000
-5000
0
5000
10000
15000
20000
25000
2013 2014 2015 2016 2017 2018 Est 2019 Est 2020 Est
MW
Net Capacity Addition (MW) –Coal Fired Plants
Gross Thermal Capacity Addition (MW) Closures (MW) Net Thermal Capacity Addition (MW)
2017 2018 2019 2020 2021 Total % Total
Subcritical 4,970 650 5,620 12.94%
Supercritical 10,403 15,640 4,100 2,920 1,320 34,383 79.19%
Ultra super critical 1,320 1,320 3.04%
Others 420 1,150 525 2,095 4.83%
Grand Total 17,390 18,308 7,859 6,090 3,866 43,418 100.00%
Capacity Addition Plan (MW)-As per Technology Type
Source : Institute for Energy Economics and Financial Analysis,Nov’17
Renewable Generation : Increasing Contribution In Generation Mix
Renewables generation to grow backed by environmental concerns and focus on green
power
Indian Renewable Generation Sector is witnessing rapid growth aided by both policy incentives and private participation.
4,78
3,152,44 2,65 2,62
4,81
3,46 3,46 3,42
2,43
0
1
2
3
4
5
6
Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017
Rs/
Kw
H
Solar Tariff (Rs/KwH) Wind Tariff (Rs/KwH)
Government Targets for Expansion
Source Total Installed Capacity (MW)* 2022 target (MW)Solar power 18,455 1,00,000Wind power 32,877 ~60,000Bio-energy 8,527 ~10,000*As on 31 Jan’18.
Source – MNRE, CEA, BEE
Solar and wind tariffs cheaper than ever12,92% 13,17%
14,18%
17,52%
18,81%
0,00%
2,00%
4,00%
6,00%
8,00%
10,00%
12,00%
14,00%
16,00%
18,00%
20,00%
2013-14 2014-15 2015-16 2016-17 2017-18
RE as % of Installed Capacity
14,77 32,78,3 4,39
750
102
25 200
100
200
300
400
500
600
700
800
900
Solar Wind Bio-Mass Small Hydro
Potential vs Installed Capacity for Renewables
Installed Capacity Potential
Renewable Energy Potential & Government Initiatives
National Offshore Wind Energy Policy ,2015
Repowering Policy for Wind Sector
Wind-Solar Hybrid Policy
Renewables Purchase Obligations (RPOs)
Scheme for development of solar Parks
Aggressive Target of 175 GW of renewable by 2022
Development of Green Corridor for power evacuation
Policies & Initiatives for Renewable Sector
Source :IBEF Report Mar’18
Hydro Power Capacity In India
A Hydro Electric Project has a long useful life extending to well over 50 years and helps in conserving scarce fossil fuels. Hydro power stations have the inherent ability for instantaneous starting, stopping and managing load variability which helps in improving reliability of the power system which makes them very significant for managing the integration of renewable.
05
101520253035404550
FY2004
FY2005
FY2006
FY2007
FY2008
FY2009
FY2010
FY2011
FY2012
FY2013
FY2014
FY2015
FY2016
Trend in Hydro Power Capacity Addition (GW)
44,478411,9285
61,352
124,0851
241,844
0
50
100
150
200
250
300
Under Operation Under Construction Under Approval Stage Yet to be Explored Total Potential
Hydro Power Capacity (GW)
33%
10%1%11%
45%
Region Wise Hydro Power Capacity Development
Northern
Western
North Eastern
Southern
Eastern
Government Initiatives for Hydro Power
National Electricity Policy,2005
• Emphasis on full development of feasible hydro potential in North Eastern and Northern States• Debt Financing for Longer Tenure recommended, Full Support from Central Government
Hydro Power Policy-2008
• Transparent Selection Criteria for private developers• Provision of merchant sale of upto 40% of saleable energy to recover costs
Tariff Policy 2016
• Cost Plus Tariff Regime for HEP• Promotion of HEP f, No obligation of RPO• Certainty of long term PPA (60%) , balance as merchant sales
Fair Compensation-Land Acquisition
• Increasing participation from locals in land acquisition
Other Measures
• Time bound appraisal of DPRs by CEA• Proactive Monitoring of projects• Collaboration to remove infrastructural issues
22,80%
0,00%
10,00%
20,00%
30,00%
40,00%
50,00%
60,00%
70,00%
80,00%
0
5000
10000
15000
20000
25000
30000
2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17
Gas Based Capacity Addition(MW) & PLF(%)
Gas Based Capacity (MW) Average PLF
Gas Based Power Capacity In India
38,14 37,45
55,4559,31
55,98
39,95
27,13 25,2028,26 29,59
0
20
40
60
80
100
120
2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17
MM
SCM
D
Demand Supply Scenario for Gas
Gas Required-90% PLF (MMSCMD) Average Gas Supplied (MMSCMD)
Source : Draft NEP-Generation ,CEA,Jan 2018
Importance of Gas Based Power Plants
Grid Balancing-Renewable Integration
Meet Peak Demand & Quick Ramping Requirement
Less Environmental Impact
Optimisation studies indicate that for integrating renewable of 175 GW by 2021-22 , PLF of gas based capacity during 2021-22 is likely to be around 37% compared to around 22% at present. The gas requirement is of the order of about 45.27 MMSCMD.
To achieve success in gas based generation-primary need is to have reliable and low cost gas supply
Government Initiatives for increasing gas supply
Encouraging import of gas in the form of Liquefied Natural Gas (LNG)
Efforts for import of gas through international pipelines projects
Introduction of scheme for utilization of gas based generation capacity
Formulation of Hydrocarbon Exploration & Licensing Policy (HELP)
Policy for marketing freedom for gas from deepwater areas
Augmentation of production from existing fields under New Exploration Licensing Policy
Source : Draft NEP-Generation,CEA,Jan 2018
Thank You
India Power Corporation LimitedPlot X 1-2&3, Block-EP, Sector-VSalt Lake City, Kolkata – 700091
Ph: +91-033-66094300Email: corporate@indiapower.com
CIN: L40105WB1919PLC003263
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