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Power Sector in India: An Overview

Senthuran

Power is a vital input for the growth of industrial development of any nation - higher the power, higher the industrial growth and higher the employment. Since independence most of the projects in this sector has been financed and managed by government agencies - Center or State (nearly 90 per cent or more investment required for the power sector came from the public sector through Five Year/Annual Plans). However, since liberalisation, the role of private sector, inclusive of foreign players were recognized in the power projects.

 

Power projects involve huge investments and overseas support in terms of financing as well as managing power projects become inevitable for a developing nation like India, since electricity can not be easily imported or stored and hence, creation of generation capacity domestically is critical for meeting the country's demand for power. If the capacity additions are not done in time, power shortages result in the system which leads to inefficient operations and management, decelerate investment in other sectors of the economy and hamper the growth process of the country in general. In India, the endemic power shortages and cuts lead to inadequate capacity utilization, unproductive expenditure such as in back-up generators and much waste, all of which impose a major constraint on economic growth.

 

Shortage of Power: Demand and Supply

 

In India there is a significant shortfall in the availability of power. With the present installed capacity of about 84000MW, there is a peak shortage of about 15 per cent and an energy shortage of about 5 per cent.

 

The per capita electricity consumption in the country, in spite of a rise to a level of 314KWH in the last four decades, is one of the lowest in the world. In fact, this is in sharp contrast with the average consumption in the developed countries, which is over 5000KWH per annum.

 

Over the years, sectoral consumption of electricity in India has changed considerably. The shares of the agricultural and domestic sectors have increased, while the share of the industrial sector has declined. This can be attributed to the setting up of captive power plants by the industry, due to the increasing tariffs and unreliable supply from SEBs.

 

The 15th Electric Power Survey has forecast an energy demand of 570 billion kwh and a peak demand of 957,000 MW in 2001-02. This forecast is less than that forecasted in the 14th EPS for the same year. This is probably due to the enlarging base and the increase in the share of the services sector in the GDP.

 

In order to optimise the utilization of the existing capacity, the Government is planning to initiate steps for the conservation of energy and to reduce the difference in the peak and base loads, through measures such as energy audits and tariff incentives.

 

Power: Demand and Supply: All India
(figures in billion KWH)

 

 

Demand

Supply

Deficit

per-cent

1980-81

120.1

104.9

-15.2

12.7

1981-82

129.2

115.3

-13.9

10.8

1982-83

136.8

124.2

-12.6

9.2

1983-84

145.3

129.7

-15.6

10.7

1984-85

155.4

145.0

-10.4

6.7

1985-86

170.7

157.3

-13.4

7.9

1986-87

192.4

174.3

-18.1

9.4

1987-88

211.0

188.0

-23.0

10.9

1988-89

223.0

205.9

-17.1

7.7

1989-90

247.8

228.2

-19.6

7.9

1990-91

267.6

246.6

-21.0

7.8

1991-92

289.0

266.4

-22.6

7.8

1992-93

305.3

279.8

-25.5

8.4

1993-94

322.8

299.0

-23.8

7.4

1994-95

352.3

327.3

-25.0

7.1

1995-96

389.7

354.0

-35.7

9.2

(Source: Central Electricity Authority)

 

The future projections made by CEA, the 15th Annual Power Survey and similar other institutions have estimated a growth requirement of about 6-7 per cent per annum. According to the Fifteenth Electric Power Survey of July 1995, energy demand in 1999-2000 is projected at 502254 million KWH. And the Power Survey is reported to have recorded a peak power requirement of 95000MW at the end of the Ninth Five Year Plan (2001-2002) and 130900MW at the end of the Tenth Plan (2006-2007), which corresponds to an installed capacity of 160000MW and 280000MW respectively. In other words, requirement of additional installed capacity during the ninth Plan is 57000MW and 67000MW in the Tenth Plan. To meet the power needs of India by 2005-2006, the country needs Rs.67900 crores of investment.

 

Power Line has projected the loss to the economy due to power shortages in the country as follows:

v      The loss in GDP growth is at least 2 per cent per annum and perhaps as much as 2.5 per cent

 

v      GDP loss over the last five years amounted to at least Rs.65000 crore (assuming a 2 per cent loss per annum)

 

v      GDP loss in the year - 1996-97 - is close to Rs.18000 crore. Assumes 6 per cent growth with shortages and 8 per cent growth without shortages.

 

v      The total projected GDP loss over the next ten years will be at least Rs.1800000 crore. Assumes 6 per cent growth with shortages and 8 per cent growth without shortages.

 

v      Every 1000MW project delayed is costing the economy over Rs.1300 crore per year. This is based on the following assumptions: 20 per cent more peak power needed; 16 per cent more capacity needed; 13500MW needed this year; and 18000 crore lost attributable to the above shortfall.

 

Thus, to attain considerable industrial growth, India needs swift power.

 

Power Finance

 

During post-independence era, power - one of the major core sector - has been funded by the government/government agencies, when private participation was almost nil in power sector, thanks to government policies. However, with liberalisation, this core sector was opened to private sector and consequently to the foreign players.

 

Further, due to constraints of funds with the Government of India, the public sector would suffer from inadequacy of funds. With present levels of finances, only 20000MW in each plan period could be built in the public sector. Thus, the rest (84000MW) is expected to be financed through private sector, both Indian and foreign.

 

Since the cost outlay in power projects are huge, financing the projects through internal accruals alone becomes inevitable; and further, the government is also slowly changing withdrawing itself from the role of producer and trying to stick-on only as a regulator in the long run. Thus, power producers has to look in for alternate source of financing such as, term loans from financial institutions (internally and internationally) like World Bank, ADB, ICICI, etc. and debt market in India and abroad.

 

Some 70 per cent of the finance required by the power sector over the next decade - total estimated at about Rs.5000 billion (US $143 billion) - has to be found through debt. While the sector could expect special consideration in the allocation of foreign debt entitlement, the bulk of the debt finance will have to be raised in rupees. Identified level of rupee debt at present is about 75 billion per annum. This would need stepping up significantly.

 

The center has decided to allocate about Rs.14000 crore for nuclear energy to generate an additional 1000MW during the Ninth Plan period. This is a Rs.1000 crore increase over the Eight Plan period allocation which was Rs.13000 crore. Further, according to the estimation of Finance Minister, around 22.5 per cent of the proposed voluntary disclosure scheme for harnessing black money, would be used for financing infrastructure projects and basic minimum services program.

The power sector so far in 1996-97 has accessed $2 billion in ECB sanctions. Compared to the previous year ECB sanctions of $0.61 billion, this is a considerable increase. Allocations in power sector have largely been made to non fast-track projects and captive power projects.

 

Financial institutions have told the Power Ministry that they will not be able to provide funds for additional power generation beyond 5000MW during the Ninth plan. This falls woefully short of the power ministry's target of adding 57000MW during the Plan.