LNG Business Opportunities and Market Outlook in India - 2018

India is set to see its demand for LNG to grow atleast two times from the current levels till 2022 and might hover around 33 MMTPA. Also, the import capacity of LNG in India is at the verge of expansion, as the same is expected to get to 47.5 million tonnes per annum (MTPA) by 2020 against 21.3 MTPA currently. To pull up the existing LNG terminal facilities in the country many of the private industry giants are participative enough.

A very new and important gas market is developing in Asia creating a demand of about 400 BCM and countries like US, Russia, Australia and even some African countries are eyeing this market. India, being the centrifugal point of this market attractiveness holds potential in offering significant business case to the industry players in coming years. A six fold growth in India’s gas market is anticipated by 2030 from the current levels, to which LNG might contribute the most. Infact, with the increasing domestic requirement of LNG from end consuming sectors such as power, refineries, petrochemicals & fertilizer sectors in the country and glutted global market , India is set to see its demand for LNG to grow atleast two times from the current levels till 2022 and might hover around 33 MMTPA.

Key Queries Resolved

• What would be the sector wise (broadly covering power sector, fertilizer sector, city gas distribution and other industrial sector) demand of LNG in India?
• What would be the regional opportunity analysis in the expansion of LNG terminal infra?
• What would be the opportunity for value chain players in upcoming contracts?
• What would be the opportunity for players in LNG trading in India?
• What would be LNG demand – supply dynamics by end user as per the existing LNG terminals?
• What would be LNG demand – supply dynamics and outlook with need for capacity expansion and plans by end use for existing terminals?
• What would be the LNG demand – supply outlook by end user as per upcoming and under construction LNG terminals?
• What would be the LNG demand – supply outlook with need for capacity expansion and plans by end use for upcoming and under construction LNG terminals?

Business Case For LNG In India

• Swan Energy is set to raise funds for INR 5600 Crore project at Jafrabad LNG port
• India may see a 6 times growth in the Indian gas market by 2030 from the current levels, with LNG to be the largest contributor
• As per MoPNG, LNG import terminal capacity to double to 47.5 MTs by 2022
• Malaysia’s national oil company Petronas plans to look up for equity partnerships in the LNG infrastructure segment in India
• Malaysia’s national oil company Petronas plans to look up for equity partnerships in the LNG infrastructure segment in India
• Use of LNG as a transport fuel is on the priority list of the government and is working in line for setting required infrastructure.
• Petronet is setting up 20 LNG stations at petrol pumps on highways along the west coast that connects Delhi with Thiruvananthapuram covering a total distance of 4500 kms via Mumbai and Bengaluru
• Automotive sector in India foresees a demand of 8-9 MTs of LNG annually by 2022

• Indian Natural Gas Demand & Supply Dynamics-LNG Role & Impact
• Indian LNG Market Infrastructure – Status & Access
• Opportunities in Expansion of LNG Terminal Infra in Country
• Infra Expansion of LNG Terminals & Trade Opportunities in India
• Indian LNG Demand Outlook & Terminal Infra as a driver
• Existing LNG Terminal Overview and Expansion Plans in India
• Upcoming & Under – Construction LNG Terminal Overview and Planned Capacity
• Opportunities in Small Scale LNG Projects in India
• Cost, Regulatory & Policy Dynamics-Evaluation
• Opportunity for Shipping & Pipeline Infra Developers
• Companies Deck – LNG Terminal Profiling

• First hand sector knowledge and inputs
• Primary research inputs from F2F interviews with domain experts
• Experts insights and market reviews taken into consideration
• Validated data and analysis
• Opportunity mapping and market sizing
• Germinates from minds that think fresh to evolve path finding guide for all stake holders through quality information and analysis
• Free query handling and analyst support for three months from the date of report procurement

• Examining favourable cost dynamics in small scale LNG projects in India
• Analysing equity acquisition opportunity
• Identifying opportunity in recent contracts for value chain players
• Examining regasification tariffs and outlook
• Tracking opportunity for shipping and pipeline infra developers
• Evaluating region wise business case in expansion of LNG terminal infra

• Analysing LNG demand in India by current infra range
• LNG Future Capacity & Demand Drivers
• Identifying seasonal demand variance and its factors
• Impact analysis of LNG on CGD
• Demand identification of LNG from automotive & impact of EVs in India

• ational Oil and Gas Companies
• LNG Players
• LNG Players
• Players into LNG Terminal Infra
• Energy Trading Players
• Pharmaceutical Players
• O&G Downstream Players
• Automobile Players
• Fuel Retailers
• Project Consultants
• Research Firms
• Technical Consulting Groups