Insight
India energy month in brief: November 2015
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Report summary
In this November update, we explore the latest developments and themes happening across India's upstream, downstream, gas, coal and power sectors. Speculation amidst Petronet LNG contract renegotiation with RasGas. Can there be a win-win solution? Long-awaited changes in India's upstream contractual and fiscal regime are finally on the way. Domestic coal is losing out in competitiveness in a depressed seaborne coal market. We break down the economics between a domestic high rank coal and Australia Newcastle coal for a Tamil Nadu power plant. And finally, India's oil demand continues to grow at record pace. In the months of September and October, oil products demand grew by 0.5 mb/d, which is matching the same pace as China.
Table of contents
- Speculation amidst Petronet LNG contract renegotiation
- India takes a large stride towards ushering in long awaited upstream changes
- Domestic coal losing sheen to imports
- India rivals China with 0.5 million b/d of oil demand growth in September/October
Tables and charts
This report includes 2 images and tables including:
- Petronet - Rasgas LNG pricing
- Delivered cost comparison of domestic and imported coal at power plant in South India
What's included
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