Hydro & Small Hydro Outlook in India -2017
India’s generation mix since the advent of the portfolio has been dominated by coal based assets. Given, the humongous demand of the country courtesy a north bound trajectory forecasted by the global institutions like IMF, Fitch and World Bank, the country looks poised for adding more to its power generation basket . It is indeed arguable that India scales double digit economic growth in the near future or not, having said that the quantum of power required to address the cumulative and inclusive peripheral growth has to be in the order of 12-15 GW per annum. Though, thermal power shall still be the leader in terms of addressing the need of the country it is imperative take note of the paradigm shift observed in the generation portfolio mix post 2014. The current government’s initiatives has embarked concrete avenues for renewable energy capacities from solar and wind power. Given , all the intermittent challenges like huge Capex requirement , environmental considerations and skilled manpower etc, India’s hydro sector looks to gain as well from the fillip observed in the country for clean energy generation. Erstwhile, the hydro (LHP) & small hydro (SHP) segment of India was caught like a “Spider in its Own Web” having to deal with regressive capacity addition owing to faulty clearance nod and poor planning. In the current pretext and growing need for cheaper power, generation sources in the country. Hydro and small hydro power can (arguably) serve India to meet its peak power demand.
Hence, time was right to acknowledge the triggers for business case of LHP and SHP in India demanding an in-depth research based prognosis to demystify opportunities around same. Hence, enincon as a leading research agency endeavoured to address the need and evolve with a more factual outlook for hydro and small hydro in India.
Hence, time was right to acknowledge the triggers for business case of LHP and SHP in India demanding an in-depth research based prognosis to demystify opportunities around same. Hence, enincon as a leading research agency endeavoured to address the need and evolve with a more factual outlook for hydro and small hydro in India.
1. EXECUTIVE SUMMARY
PART I
2. POWER GENERATION SECTOR OVERVIEW: AN INTRODUCTION
2.1 Resource Wise Installed Capacity (GW)
2.2 Falling Thermal PLF’s: Analysing Business Case for Hydro Power
2.3 Assessing Peak Power Demand & Quantum of Peak Met Through Hydro
3. EVALUATING BUSINESS CASE FOR LARGE HYDRO POWER PLANTS (LHP) IN INDIA
3.1 Lowered Quantum of Power Generation Through Coal Based Power Plants
3.2 Lack of Gas Subsidy: Not Pulling up the Gas Based Generations
3.3 Comparing Cost of Power Generations: No Variable/Fuel Charge Giving an Edge
3.4 India’s Push on Raising Green Portfolio in Terms of Generating Electricity
3.5 Sustainable CAPEX
4. EVALUATING BUSINESS CASE FOR SMALL HYDRO PROJECTS (SHP)
4.1 More Phillip on Exploiting RES in India
4.2 Improvement in Transmission Infrastructure
4.3 Comparative Cost Analysis with Solar, Wind & Thermal Captive Power Projects
4.4 Sorting ROW Issues
5. TRACK OF CAPACITY ADDITION OF LHP IN INDIA – CURRENT SCENARIO
5.1 Capacity Addition Track of LHP in Northern Region – Status Till Mar’2017
5.2 Capacity Addition Track of LHP in Southern Region – Status Till Mar’2017
5.3 Capacity Addition Track of LHP in Western Region – Status Till Mar’2017
5.4 Capacity Addition Track of LHP in Eastern & Northern Eastern Region – Status Till Mar’2017
6. TRACK OF CAPACITY ADDITION OF SHP IN INDIA – CURRENT SCENARIO
6.1 Capacity Addition Track of SHP in Northern Region – Status Till Mar’2017
6.2 Capacity Addition Track of SHP in Southern Region – Status Till Mar’2017
6.3 Capacity Addition Track of SHP in Western Region – Status Till Mar’2017
6.4 Capacity Addition Track of SHP in Eastern & Northern Eastern Region – Status Till Mar’2017
7. EXAMINING TARIFF TRENDS OF LHP IN INDIA – CURRENT SCENARIO
7.1 Map of Historic Tariff Trends from Large Hydro Power Projects Till Dec’2016
7.2 Comparison of LCOE with
a. Coal Based Thermal Power Projects
b. Gas Based Thermal Power Projects
c. Utility Scale Solar Power Projects
d. Large Wind Power Projects
8. EXAMINING TARIFF TRENDS OF SHP IN INDIA – CURRENT SCENARIO
8.1 Map of Historic Tariff Trends from Large Hydro Power Projects Till Dec’2016
8.2 Comparison of LCOE with
a. Captive Power Units
b. Biomass Power Projects
9. TRACK OF UPCOMING LHP ASSETS IN INDIA- TILL 2022
9.1 Upcoming Capacity Addition Track of LHP in Northern Region – Till 2022, Status as on March’ 2017
9.2 Upcoming Capacity Addition Track of LHP in Southern Region – Till 2022, Status as on March’ 2017
9.3 Upcoming Capacity Addition Track of LHP in Western Region – Till 2022, Status as on March’ 2017
9.4 Upcoming Capacity Addition Track of LHP in Northern & North Eastern Region – Till 2022, Status as on March’ 2017
10. TRACK OF UPCOMING SHP ASSETS IN INDIA –TILL 2022
10.1 Upcoming Capacity Addition Track of SHP in Northern Region – Till 2022, Status as on March’ 2017
10.2 Upcoming Capacity Addition Track of SHP in Southern Region – Till 2022, Status as on March’ 2017
10.3 Upcoming Capacity Addition Track of SHP in Western Region – Till 2022, Status as on March’ 2017
10.4 Upcoming Capacity Addition Track of SHP in Northern & North Eastern Region – Till 2022, Status as on March’ 2017
11. PORTFOLIO WISE ASSET TRACK – LHP & SHP
11.1 Asset Track of CPU’s
11.2 Asset Track of SEB’s
11.3 Asset Track of Private Players
a. Large Private Players
b. Small Private Players
12. KEY DRIVERS AND RESTRAINTS TO LHP AND SHP IN INDIA
12.1 Key Policy & Regulatory Barriers
12.2 Natural Barriers
12.3 Key Push Factors for Hydro Segment
13. FUTURE OUTLOOK OF LHP IN INDIA – ANTICIPATIONS TILL 2022
13.1 Scenario Wise Anticipated Addition in Large Hydro Capacity Till 2022
a. Case I: Low Peak Demand Scenario
b. Case II: High Peak Demand Scenario
c. Case III: B-A-U Demand Scenario
d. Case IV: Scenario of Enhanced Short Term Contracts from Discoms, as per planned CAPEX & Investments
14. FUTURE OUTLOOK OF SHP IN INDIA - ANTICIPATION TILL 2022
14.1 Scenario Wise Anticipated Addition in Small Hydro Capacity Till 2022
a. Case I: High Solar & Wind Power Scenario
b. Case II: Low Solar & Wind Power Scenario
c. Case III: B-A-U Scenario
15. INTER-COUNTRY HYDRO POWER SCENARIO FOR INDIA- CURRENT AND FUTURE SCENARIO
15.1 India-Nepal Hydro Power Scenario
15.2 India-Myanmmar Hydro Power Scenario
15.2 India-Bangladesh Hydro Power Scenario
16. CONCLUSION
PART II
1. TRACK OF EXISTING LARGE HYDRO PROJECTS IN INDIA
1.1 Track of Existing Hydro Projects ( 25 MW & Above) in India for Northern Region (From FY’2012- Mar’2017)
1.2 Track of Existing Hydro Projects ( 25 MW & Above) in India for Southern Region (From FY’2012- Mar’2017)
1.3 Track of Existing Hydro Projects ( 25 MW & Above) in India for Western Region (From FY’2012- Mar’2017)
1.4 Track of Existing Hydro Projects ( 25 MW & Above) in India for Eastern & North Eastern Region (From FY’2012- Mar’2017)
2. TRACK OF EXISTING SMALL HYDRO PROJECTS IN INDIA
2.1 Track of Existing Small Hydro Projects ( Below 25 MW) in India for Northern Region (From FY’2012- Mar’2017)
2.2 Track of Existing Small Hydro Projects ( Below 25 MW) in India for Southern Region (From FY’2012- Mar’2017)
2.3 Track of Existing Small Hydro Projects ( Below 25 MW) in India for Western Region (From FY’2012- Mar’2017)
2.4 Track of Existing Small Hydro Projects ( Below 25 MW) in India for Eastern & North Eastern Region (From FY’2012- Mar’2017)
3. TRACK OF UPCOMING LARGE HYDRO PROJECTS IN INDIA
3.1 Track of Upcoming Large Hydro Projects (25 MW & Above ) in India for Northern Region Till 2022
3.2 Track of Upcoming Large Hydro Projects (25 MW & Above ) in India for Western Region Till 2022
3.3 Track of Upcoming Large Hydro Projects (25 MW & Above ) in India for Southern Region Till 2022
3.4 Track of Upcoming Large Hydro Projects (25 MW & Above ) in India for Eastern & North Eastern Region Till 2022
4. TRACK OF EXISTING SMALL HYDRO PROJECTS IN INDIA
4.1 Track of Upcoming Small Hydro Projects ( Below 25 MW) in India for Northern Region Till 2022
4.2 Track of Upcoming Small Hydro Projects ( Below 25 MW) in India for Southern Region Till 2022
4.3 Track of Upcoming Small Hydro Projects ( Below 25 MW) in India for Western Region Till 2022
4.4 Track of Upcoming Small Hydro Projects ( Below 25 MW) in India for Eastern & North Eastern Region Till 2022
PART I
2. POWER GENERATION SECTOR OVERVIEW: AN INTRODUCTION
2.1 Resource Wise Installed Capacity (GW)
2.2 Falling Thermal PLF’s: Analysing Business Case for Hydro Power
2.3 Assessing Peak Power Demand & Quantum of Peak Met Through Hydro
3. EVALUATING BUSINESS CASE FOR LARGE HYDRO POWER PLANTS (LHP) IN INDIA
3.1 Lowered Quantum of Power Generation Through Coal Based Power Plants
3.2 Lack of Gas Subsidy: Not Pulling up the Gas Based Generations
3.3 Comparing Cost of Power Generations: No Variable/Fuel Charge Giving an Edge
3.4 India’s Push on Raising Green Portfolio in Terms of Generating Electricity
3.5 Sustainable CAPEX
4. EVALUATING BUSINESS CASE FOR SMALL HYDRO PROJECTS (SHP)
4.1 More Phillip on Exploiting RES in India
4.2 Improvement in Transmission Infrastructure
4.3 Comparative Cost Analysis with Solar, Wind & Thermal Captive Power Projects
4.4 Sorting ROW Issues
5. TRACK OF CAPACITY ADDITION OF LHP IN INDIA – CURRENT SCENARIO
5.1 Capacity Addition Track of LHP in Northern Region – Status Till Mar’2017
5.2 Capacity Addition Track of LHP in Southern Region – Status Till Mar’2017
5.3 Capacity Addition Track of LHP in Western Region – Status Till Mar’2017
5.4 Capacity Addition Track of LHP in Eastern & Northern Eastern Region – Status Till Mar’2017
6. TRACK OF CAPACITY ADDITION OF SHP IN INDIA – CURRENT SCENARIO
6.1 Capacity Addition Track of SHP in Northern Region – Status Till Mar’2017
6.2 Capacity Addition Track of SHP in Southern Region – Status Till Mar’2017
6.3 Capacity Addition Track of SHP in Western Region – Status Till Mar’2017
6.4 Capacity Addition Track of SHP in Eastern & Northern Eastern Region – Status Till Mar’2017
7. EXAMINING TARIFF TRENDS OF LHP IN INDIA – CURRENT SCENARIO
7.1 Map of Historic Tariff Trends from Large Hydro Power Projects Till Dec’2016
7.2 Comparison of LCOE with
a. Coal Based Thermal Power Projects
b. Gas Based Thermal Power Projects
c. Utility Scale Solar Power Projects
d. Large Wind Power Projects
8. EXAMINING TARIFF TRENDS OF SHP IN INDIA – CURRENT SCENARIO
8.1 Map of Historic Tariff Trends from Large Hydro Power Projects Till Dec’2016
8.2 Comparison of LCOE with
a. Captive Power Units
b. Biomass Power Projects
9. TRACK OF UPCOMING LHP ASSETS IN INDIA- TILL 2022
9.1 Upcoming Capacity Addition Track of LHP in Northern Region – Till 2022, Status as on March’ 2017
9.2 Upcoming Capacity Addition Track of LHP in Southern Region – Till 2022, Status as on March’ 2017
9.3 Upcoming Capacity Addition Track of LHP in Western Region – Till 2022, Status as on March’ 2017
9.4 Upcoming Capacity Addition Track of LHP in Northern & North Eastern Region – Till 2022, Status as on March’ 2017
10. TRACK OF UPCOMING SHP ASSETS IN INDIA –TILL 2022
10.1 Upcoming Capacity Addition Track of SHP in Northern Region – Till 2022, Status as on March’ 2017
10.2 Upcoming Capacity Addition Track of SHP in Southern Region – Till 2022, Status as on March’ 2017
10.3 Upcoming Capacity Addition Track of SHP in Western Region – Till 2022, Status as on March’ 2017
10.4 Upcoming Capacity Addition Track of SHP in Northern & North Eastern Region – Till 2022, Status as on March’ 2017
11. PORTFOLIO WISE ASSET TRACK – LHP & SHP
11.1 Asset Track of CPU’s
11.2 Asset Track of SEB’s
11.3 Asset Track of Private Players
a. Large Private Players
b. Small Private Players
12. KEY DRIVERS AND RESTRAINTS TO LHP AND SHP IN INDIA
12.1 Key Policy & Regulatory Barriers
12.2 Natural Barriers
12.3 Key Push Factors for Hydro Segment
13. FUTURE OUTLOOK OF LHP IN INDIA – ANTICIPATIONS TILL 2022
13.1 Scenario Wise Anticipated Addition in Large Hydro Capacity Till 2022
a. Case I: Low Peak Demand Scenario
b. Case II: High Peak Demand Scenario
c. Case III: B-A-U Demand Scenario
d. Case IV: Scenario of Enhanced Short Term Contracts from Discoms, as per planned CAPEX & Investments
14. FUTURE OUTLOOK OF SHP IN INDIA - ANTICIPATION TILL 2022
14.1 Scenario Wise Anticipated Addition in Small Hydro Capacity Till 2022
a. Case I: High Solar & Wind Power Scenario
b. Case II: Low Solar & Wind Power Scenario
c. Case III: B-A-U Scenario
15. INTER-COUNTRY HYDRO POWER SCENARIO FOR INDIA- CURRENT AND FUTURE SCENARIO
15.1 India-Nepal Hydro Power Scenario
15.2 India-Myanmmar Hydro Power Scenario
15.2 India-Bangladesh Hydro Power Scenario
16. CONCLUSION
PART II
1. TRACK OF EXISTING LARGE HYDRO PROJECTS IN INDIA
1.1 Track of Existing Hydro Projects ( 25 MW & Above) in India for Northern Region (From FY’2012- Mar’2017)
1.2 Track of Existing Hydro Projects ( 25 MW & Above) in India for Southern Region (From FY’2012- Mar’2017)
1.3 Track of Existing Hydro Projects ( 25 MW & Above) in India for Western Region (From FY’2012- Mar’2017)
1.4 Track of Existing Hydro Projects ( 25 MW & Above) in India for Eastern & North Eastern Region (From FY’2012- Mar’2017)
2. TRACK OF EXISTING SMALL HYDRO PROJECTS IN INDIA
2.1 Track of Existing Small Hydro Projects ( Below 25 MW) in India for Northern Region (From FY’2012- Mar’2017)
2.2 Track of Existing Small Hydro Projects ( Below 25 MW) in India for Southern Region (From FY’2012- Mar’2017)
2.3 Track of Existing Small Hydro Projects ( Below 25 MW) in India for Western Region (From FY’2012- Mar’2017)
2.4 Track of Existing Small Hydro Projects ( Below 25 MW) in India for Eastern & North Eastern Region (From FY’2012- Mar’2017)
3. TRACK OF UPCOMING LARGE HYDRO PROJECTS IN INDIA
3.1 Track of Upcoming Large Hydro Projects (25 MW & Above ) in India for Northern Region Till 2022
3.2 Track of Upcoming Large Hydro Projects (25 MW & Above ) in India for Western Region Till 2022
3.3 Track of Upcoming Large Hydro Projects (25 MW & Above ) in India for Southern Region Till 2022
3.4 Track of Upcoming Large Hydro Projects (25 MW & Above ) in India for Eastern & North Eastern Region Till 2022
4. TRACK OF EXISTING SMALL HYDRO PROJECTS IN INDIA
4.1 Track of Upcoming Small Hydro Projects ( Below 25 MW) in India for Northern Region Till 2022
4.2 Track of Upcoming Small Hydro Projects ( Below 25 MW) in India for Southern Region Till 2022
4.3 Track of Upcoming Small Hydro Projects ( Below 25 MW) in India for Western Region Till 2022
4.4 Track of Upcoming Small Hydro Projects ( Below 25 MW) in India for Eastern & North Eastern Region Till 2022
