Category: Oil & Gas

Fuel worries – the ball is in state court

The steep increase in the prices of petrol and diesel by over Rs 3 per liter each post the assembly elections in Karnataka since May 14, 2018 [currently, these are Rs 78 per liter and Rs 69 per liter respectively in Delhi] has yet again led to build up of unprecedented pressure on Modi – government to reduce the excise duty [ED]. Between November 2014 and January 2016, ED on petrol went up from Rs 9.48 per liter to Rs 21.48 per liter or 2.26 times, whereas on diesel, the increase was even sharper from Rs 3.56 per liter to Rs 17.33 a liter – almost 5 times. That coincided with steep decline in the international price of crude oil...
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ACHIEVING SELF-RELIANCE IN OIL AND GAS

For fresh exploration efforts — in both conventional and unconventional hydrocarbons — the emerging policy and regulatory environment is conducive. However, Team Modi needs to walk an extra mile to reduce regulatory hurdles for existing operators under production sharing contracts A hike in the price of crude oil (courtesy, the US’s decision to reimpose sanctions against Iran and output decline in Venezuela) has drawn the attention to India’s dependence on oil import, which currently  stands at 83 per cent, to meet its energy requirement. This, due to a lack of a conducive policy and regulatory environment that came in the way of boosting domestic exploration and production efforts so far. Until the late 1990s, exploration and production of oil and gas used...
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Self-reliance in oil and gas – HELP could be a game-changer

The current steep hike in the international price of crude oil [courtesy, re-imposition of US sanction against Iran and increasing global demand] has once again drawn attention to India’s unconscionably high level of dependence at 83% on import for meeting its energy requirement. This also brings in to focus the commitment of Modi to increase the share of domestic production by 10% in 5 years. Domestic supply – ‘precariously’ low There would have been some consolation if India did not have the resources to support the demand. But, despite the country having abundant resource and seven decades after independence, the domestic production of oil continues to languish at about 15-20% of the requirement. This is entirely due to lack of...
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HAS GOVERNMENT RUN OUT OF OPTIONS?

GST Council — the all powerful body that considers changes in the tax structure/rate — should consider inclusion of oil and gas products in the GST, putting them under the 18 per cent slab with the aim of eventually shifting them to the 12 per cent slab Some time back, three public sector undertakings (PSU) in the downstream oil segment viz Indian Oil Corporation (IOCL), Hindustan Petroleum Corporation Limited (HPCL) and Bharat Petroleum Corporation Limited (BPCL) were reportedly directed not to hike the price of petrol and diesel by one rupee a litre each that had become necessary due to an increase in the international price of these products. The prices of these products were decontrolled (petrol in June 2010...
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Oil price puzzle – has government run out of options?

Reportedly, the three public sector undertakings [PSUs] in the downstream oil segment viz. Indian Oil Corporation [IOCL], Hindustan Petroleum Corporation Limited [HPCL] and Bharat Petroleum Corporation Limited [BPCL] were directed not to give effect to hike in price of petrol and diesel by Rs 1 a liter each that had become necessary due to increase in the international price of these products. The prices of these products were decontrolled, petrol in June 2010 and diesel in November 2014 and since then, the oil PSUs set their prices on the basis of movement in their international price [using import parity price and export parity price in the 90:10 ratio]. Whereas, up to May 31, 2017, these were revised fortnightly, from June...
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Is India prepared for next oil shock?

The hike in price of diesel to a record Rs 61.74 per litre [Delhi] and petrol to a three year peak of Rs 71.18 per litre [Delhi] is a warning signal that the honeymoon period that India enjoyed for about three-and-a-half year beginning June 2014 may have come to an end. The prices of diesel and petrol broadly follow the movement in the international price of crude oil which India imports to meet around 82% of its requirements. The international price of crude oil declined from the peak of US$ 117 per barrel in June 2014 to a low of US$ 27 per barrel in February, 2016. During 2016, it increased slightly but still kept low at around US$ 40...
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Regulator for hydrocarbon sector – what is holding back?

At a FICCI seminar on ‘Unleashing India’s Domestic Exploration and Production Potential’, minister for petroleum and natural gas, Dharmendra Pradhan ruled out giving statutory powers to upstream oil and gas regulator Directorate General of Hydrocarbons [DGH]. He was responding to a suggestion made in a presentation by McKinsey that DGH should be given powers similar to the Securities and Exchange Board of India [SEBI] – an independent body which regulates the activities in securities market. DGH is a technical arm of the oil ministry which currently manages hydrocarbon resources, assists the government in auctioning oil and gas exploration fields and monitoring production sharing contracts [PSCs] – those are signed with private contractors who get the fields under the auction process....
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LNG contracts – put ‘India first’ for securing best price

India is deficient in energy resources [albeit conventional] especially oil and gas. Whereas, 80% of our oil requirement is imported, in case of natural gas, the import dependence is about 35%. The latter is a ‘clean’ fuel and ‘environment friendly’. It is therefore natural that in the overall energy mix, the government is laying greater emphasis on use of gas more so in fertilizer and power plants. Fertilizers and power together consume nearly 75% of the total gas consumption. These sectors also cater primarily to the requirements of vulnerable groups. Fertilizers supply essential plant nutrients to some 120 million farmers households more than 80% of whom are small and marginal or poor in short. Power too is used by farmers...
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Gas business – what prompts RIL-BP take a re-look?

One-and-a-half decade ago, Reliance Industries Limited [RIL] had created history by announcing the biggest ever gas discovery in Krishna Godavari [KG] basin off the Andhra Pradesh coast with an estimated in-place reserve of 12 trillion cubic feet [tcf]. It started producing from its most prolific bloc KG-DWN-98/3 in 2009 with a promise to deliver 80 million standard cubic meter per day [mmscmd]. After reaching 69 mmscmd in March 2010, production started declining and the trend never got reversed. Currently, it produces only 7 mmscmd which is not even 1/10th of the promised quantity. The precipitous decline in production has remained shrouded in mystery even as the operator is entangled in four arbitration cases with Union Government over various aspects of...
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Gas – stop this obsession with higher price

Once again, Oil and Natural Gas Corporation [ONGC] – a Government of India [GOI] undertaking in the upstream oil and gas segment which accounts for over 70% of indigenous gas production of 80 million standard cubic meter per day [mmscmd] – has raised a hue and cry over the existing guidelines for pricing of natural gas. ONGC Chairman, Dinesh K Sarraf has argued that current natural gas price being significantly lower than the cost of production, for any company it does not make economic or commercial sense to invest in new fields or augmenting production from existing ones through fresh investment. He has requested ministry of petroleum and natural gas [MPNG] to review the existing domestic gas pricing formula and...
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