Business Monitor International


India Power Report

Published 05 January 2015

  • 115 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
 
$1,295.00
India Power Report

BMI View: We expect growth in the Indian power sector to accelerate in 2015, on the back of positive economic and political momentum. Our long-term outlook for the sector is similarly positive as we believe that several fundamental drivers of growth for the sector are beginning to align in India's favour.

We forecast that electricity generation in India will grow by 5.6% in 2015, faster than 5.2% growth that we estimate the sector will experience in 2014. Our 2015 forecast can be attributed to the strengthening economic outlook and the reforms that Modi has started to initiate in the sector.

We have maintained our long-term forecasts for the Indian power sector, and forecast electricity generation to grow at an average of 5.7% per annum between 2015 and 2023. The outlook for the sector is extremely positive, and we believe that several fundamental drivers of growth are beginning to align in India's favour.

Key Trends And Developments

  • The victory of Narendra Modi in the 2014 elections is positive for the sector as he is likely to introduce reforms to the power sector that focus on reducing red tape for new projects and improving fuel supply.

  • Renewable energy is growing increasingly bankable and many Indian utilities and companies are investing in the sector.

  • On August 25, India's Supreme Court ruled that all 218 coal mining licences awarded by the government between 1993 and 2010 were illegal. While only 30 out of the 218 coal mining blocks have been developed, an outright cancellation of these mining operations will deal a hard blow to the power sector.

Table of Contents

BMI Industry View
7
SWOT
8
Industry Forecast
10
India Snapshot
10
Table: Country Snapshot: Economic and Demographic Data (India 2013-2018)
10
Table: Country Snapshot: Economic and Demographic Data (India 2018-2023)
10
Table: Country Snapshot: Power Sector
10
India Power Forecast Scenario
11
Table: Total Electricity Generation Data And Forecasts (India 2012-2017)
11
Table: Total Electricity Generation Data And Forecasts (India 2018-2023)
12
Table: Electricity Generating Capacity Data And Forecasts (India 2012-2017)
14
Table: Electricity Generating Capacity Data And Forecasts (India 2018-2023)
14
Electricity Consumption
23
Table: Total Electricity Consumption Data And Forecasts (India 2012-2017)
23
Table: Total Electricity Consumption Data And Forecasts (India 2018-2023)
23
Transmission & Distribution, Imports & Exports
24
Table: Electric Power T&D Losses Data And Forecasts (India 2012-2017)
24
Table: Electric Power T&D Losses Data And Forecasts (India 2018-2023)
24
Table: Trade Data And Forecasts (India 2012-2017)
24
Table: Trade Data And Forecasts (India 2018-2023)
25
Industry Risk Reward Ratings
29
Asia Pacific Power Power Risk/Reward Ratings
29
Table: Asia Power Risk/Reward Ratings
34
India Power Risk/Reward Ratings
35
Rewards
35
Risks
35
Market Overview
37
Key Policies And Market Structure
37
Regulation And Competition
37
Sustainable Energy Policies
40
Pricing
41
India Power Projects Database
43
Table: India Power Projects Database
43
Competitive Landscape
91
Power Grid
91
National Thermal Power Corporation
92
National Hydroelectric Power Corporation
93
Nuclear Power Corporation Of India
93
Company Profile
94
National Thermal Power Corporation (NTPC)
94
National Hydroelectric Power Corporation (NHPC)
98
Regional Overview
101
Asia Pacific Power Regional Overview
101
Table: Fact Box: Key Strategies Of Fourth Basic Energy Plan
103
Glossary
106
Table: Glossary Of Terms
106
Methodology
107
Methodology And Sources
107
Industry Forecast Methodology
107
Sources
110
Risk/Reward Ratings Methodology
110
Table: Power Risk/Reward Rating Indicators
111
Table: Weighting Of Indicators
113

The India Power Report features Business Monitor International (BMI)'s market assessment and independent forecasts covering electricity generation (coal, gas, oil, nuclear, hydro and non-hydro renewables), electricity consumption, trade, transmission and distribution losses and electricity generating capacity.

The India Power Report also analyses the impact of regulatory changes, recent developments and the background macroeconomic outlook and features competitive landscapes comparing national and multinational operators by sales, market share, investments, projects, partners and expansion strategies.

Key Benefits

  • Use BMI's independent industry forecasts for India to test other views - a key input for successful budgeting and strategic planning in the power market.
  • Target business opportunities and risks India's power sector through our reviews of latest power industry trends, regulatory changes, and major deals, projects and investments in India.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Competitive Landscape analysis.

Coverage

BMI Industry View

Summary of BMI’s key industry forecasts, views and trend analysis, covering power markets, regulatory changes, major investments, projects and company developments.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the power sector and within the broader political, economic and business environment.

BMI’s Power Forecast Scenario

Forecasts to end-2024 for all key indicators, supported by explicit assumptions, plus analysis of key downside risks to the main forecasts:

  • Generation: Electricity generation total, thermal, coal, natural gas, oil, nuclear, hydropower, hydro-electric pumped storage and non-hydropower renewables.
  • Transmission and Distribution Losses: Electric power transmission and distribution losses.
  • Trade: Total imports and exports.
  • Electricity Consumption: Net consumption.
  • Electricity Capacity: Capacity net, conventional thermal, nuclear, hydropower and non-hydroelectric renewables.

BMI’s Power Risk Reward Index

BMI’s Risk Reward Indices provide investors (power companies, service companies and equity investors) looking for opportunities in the region with a clear country-comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and demographic data points to provide indices of highest to lowest appeal to investors,

Market Overview

Structure, size and value of the industry sector; overview of the industry landscape and key players; an assessment of the business operating environment, sustainable energy policies, pricing and the latest regulatory developments.

Key Projects Database

Details and analysis of all current and planned developments (new ventures, capacity expansion and other investments) across the sector broken down by location, sector type, capacity, value, companies and operational status.

Competitive Landscape

Illustration of the power industry that exploits our data-rich, in-depth analysis of the leading players in the sector and examination of operational results, strategic goals, market position and the potential for investment.

Power Outlook long-Term Forecasts

Regional long-term power forecasts covering electricity generation, consumption and capacity for thermal, hydroelectric and nuclear power. These are supported by a country specific  overview, alongside an analysis of key downside risks to the main forecasts.

Regional Overview

Providing BMI’s near-term economic outlook for the region as a whole, as well as taking a close look at countries of particular interest and the latest trends and developments.

Sources

The Power Market Reports draw on an extensive network of primary sources, such as multilateral organisations, government departments, industry associations, chambers and company reports, including Energy Information Administration (EIA), World Bank (WB) and United Nations (UN).

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Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc