Upcoming Energy & Infrastructure Projects in India & South East Asia Region

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1 Upcoming Energy & Infrastructure Projects in India & South East Asia Region Country Wise Track of Forthcoming Oil & Gas Projects, Thermal Power Plant Projects, Power Transmission Projects, Wind Power Projects, Solar Power Projects & Transportation and Logistics Projects E-REP Data Factor Series June 2018

2 Why enincon s report upon Upcoming Energy & Infrastructure Projects in India & South East Asia Region UNEARTHING IMMENSE POTENTIAL IN ENERGY & INFRASTRUCTURE SECTOR IN INDIA AND SOUTH EAST ASIAN COUNTRIES THE INDIAN GOVERNMENT HAS ALLOCATED USD 62 BILLION FOR INFRASTRUCTURE DEVELOPMENT IN THE COUNTRY FOR FY Globalization, population growth, and urbanization are placing considerable strains on infrastructure all around the world. Advanced economies like United States of America and Western Europe are focusing majorly on replacement of their aging infrastructures. Hence, there is an ardent need for the developing economies to catch up fast in creating new transportation, communication and energy networks to foster their economic growth. The infrastructure both its capacity and its quality is extremely deficient in most of the developing countries and thus no different for India as well. The superlative budgetary allocations from GoI is considered a welcome step to embellish & modernize the current infra in line with the growth factors highlighted above. Hence, in this regard the Indian Government has allocated USD 62 Billion for infrastructure development in the country for FY This in turn will not only bolster economic activities but will also create more job opportunities. Also, the proposal to abolish Foreign Investment Promotion Board in , and further, to liberalise foreign direct investment policy will attract higher investments in the sector, opening up immense opportunities across the value chain. Further, GoI is also striving hard to achieve 100% rural electrification by 1 st May, Allocations under Integrated Power Development Scheme and Deen Dayal Upadhyaya Gram Jyoti Yojana has been increased to INR 10,600 crore. The budget has also proposed to take up the second phase of solar park development for an additional 20GW solar capacity. These tangible moves are a silver lining for the power sector and opens up opportunity for EPC players as well. New policy initiatives taken by Government for scaling up the levels of existing infra in the country has undoubtedly grabbed eye balls of the investors. Rapid urbanization and industrial boom that India shall witness courtesy Make in India are constantly pinning up pressures for not only creating new infrastructural facilities but also to modernise and upgrade the existing ones. However, with private players on-board, the pressure is bound to get released, generating massive business case for investments which shall be directly benefitting EPC players.

3 SOUTH EAST ASIAN COUNTRIES STRIVING TO BE AT FOREFRONT OF GLOBAL ECONOMIC DEVELOPMENT South East Asian countries commitment to spend more on infrastructure is vital in order to boost economic and social development through the improvement of basic necessities such as power, water and transport throughout the region. Each dollar spent on capital expending raises a country s output threefold. As a result, the required capital investments are expected to gain considerable momentum over next few years, generating multiple long term investment opportunities. It is expected that the region will need to spend USD 950 Billion by 2020, if its economies are to grow and develop as per international standards. The need to roll out transport projects is increasingly important given urban populations are predicted to double by 2020, with 120,000 people relocating into the cities on a daily basis. Every SEA country has its own infrastructure priorities, though transportation and electricity improvements are common themes. This is reflected in Indonesia which has plans for new seaports, airports, railways, power stations, waste water treatment plants and new roads. Bolstering infrastructure spending is a key Indonesian Government objective. This was reflected in a budget increase in 2016 of 8% announced for public spending on roads, railways and airports, bringing infrastructure spending to 2.5% of GDP. It has introduced an ambitious plan which aims to cut the costs of logistics to the economy to 19% of GDP from 26%. High logistics costs are blamed for a lack of competitiveness of local products against imports, given the distances between communities in the country s thousands of islands. Installation of an additional 35,000 MW of electricity generating capacity is also aimed to meet 96.6% of demand within the next three years. The plan includes building more than 30 new dams and hydropower plants. In addition, the infrastructure strategy includes calls for building 2,850 km of new roads and 3,200 km of railways, together with new seaports and airports. Projects underway include the Trans Java toll network, a high speed railway from Jakarta to Bandung and the construction of a 720 km rail link from Jakarta to Surabaya. In Thailand, some USD 50.8 billion of infrastructure projects will be underway before end of 2018, with financing from a variety of sources including Government borrowing and PPPs. The projects include the development of Sino- Thai railway, covering a distance of 873km between Bangkok and Nong Khai on the Thai- Lao PDR border. The plan includes development of dual track railway lines. Elevated mass transit systems are also to be extended in Bangkok and the capacity of ports and airports expanded. Meanwhile, further consideration is being given to proposals for a nationwide high speed rail network.

4 Similarly, Malaysia is also prioritising investment in infrastructure, upgrading existing transport links and building new roads and railways, which will help propel the country s economy to Developed Nation Status by Major Investment Opportunity Estimated for Indian and South East Asia in Energy & Infrastructure Sector International assistance on preferential long terms loans are helping accelerate improvements for SEA s less developed countries. Infrastructure development in Cambodia, Lao PDR and Myanmar is likely to continue to depend on multilateral assistance. Similarly, in the Philippines and Vietnam, government financing and multilateral agencies will lead the way, while Indonesia is expected to lean more towards PPPs as a financing option. Hence this dossier presents a galore of opportunities for the industry and associated value chain players not only for India but also for South East Asian region. Our experienced sector specialists, domain consultants & analysts shall combine to present an extremely robust dossier to produce a seamless business decision making process with highly flexible service offerings to customize the report as well as per the customer requirements for taking informed decision to invest in these regions. USD Billion Allocated for Infra Projects in FY Myanmar Malaysia USD 10 Billion Of Investments anticipated for electricity generation by 2020 USD 12 Billion worth investments in fossil fuel anticipated in Philippines by 7-8 years down the line from FY 2017 USD 26 Billion worth of high speed rail lines in Thailand Singapore USD 16 Billion Worth Rail projects in coming decade Vietnam USD 9 Billion Of investments estimated over next 15 years to improve 2,237 km of railway line Indonesia USD 40 Billion Pledged loans from Chinese banks. Further, USD 46 Billion Marine Highway Development Programme, is designed to improve connectivity of the archipelagic economy Source: enincon research & analysis, ASEAN, Indian Union Budget

5 BUSINESS CASE FOR ENERGY & INFRASTRUCTURE PROJECTS IN INDIA AND SOUTH EAST ASIA Union Budget for India focused on greater spending in infrastructure Allocation of mammoth USD Billion for infrastructure development in India for the year FY India government s ambitious plan to achieve 100% electrification by May, 2018 Major Infrastructure projects gaining momentum in South East Asian region South East Asian countries focusing more on expanding it s railway infrastructure Southeast Asian assets under management are forecast to grow at an 11.8% compound annual growth rate during the second half of this decade to reach US$516.6 billion by 2020 Natural gas developments in SEA countries to create major opportunities SEA countries have potential to further harness renewable energy, especially hydro, geothermal, biomass, wind and solar power REPORT INSIGHTS Identifying the opportunity tune in USD for India and SEA Identifying the business opportunity for the associated value chain players in India and SEA Status wise track for upcoming Oil and Gas Projects in India & SEA Status wise track for upcoming Thermal Power Projects in India & SEA Status wise track for upcoming Wind Power Projects in India & SEA Status wise track for upcoming Solar Power Projects in India & SEA Status wise track for upcoming Power Transmission Projects in India & SEA Status wise track for upcoming Transportation Projects in India & SEA Status wise track for upcoming Logistics Projects in India & SEA

6 KEY HIGHLIGHTS Opportunity track in USD for upcoming Oil and Gas Projects in India & SEA Opportunity track in USD for upcoming Thermal Power Projects in India & SEA Opportunity track in USD for upcoming Wind Power Projects in India & SEA Opportunity track in USD for upcoming Solar Power Projects in India & SEA Opportunity track in USD for upcoming Power Transmission Projects in India & SEA Opportunity track in USD for upcoming Transportation Projects in India & SEA Opportunity track in USD for upcoming Logistics Projects in India & SEA

7 PRESS EXCERPTS The current trend shows that India can meet around $3.9 trillion infrastructure investment out of $4.5 trillion. The cumulative figure for India s infrastructure investment gap would be around $526 billion by 2040 The Hindu China overtook Japan on the Southeast Asian country's investor list and now trails only Singapore, according to data released by Indonesia's Investment Coordinating Board, known as the BKPM. While the top-ranked city-state poured in $8.4 billion, combined investment from China and Hong Kong surged 12% to $5.5 billion. NIKKEI Asian Review KEY QUERIES ADDRESSED Tune of upcoming Oil and Gas Projects in India & SEA Tune of upcoming Thermal Power Projects in India & SEA Tune of upcoming Wind Power Projects in India & SEA Tune of upcoming Solar Power Projects in India & SEA Tune of upcoming Power Transmission Projects in India & SEA Tune of upcoming Transportation Projects in India & SEA Tune of upcoming Logistics Projects in India & SEA What is the overall Investment Tune of Upcoming Energy Projects in India? What is the overall Investment Tune of Upcoming Energy Projects in SEA? What is the overall Investment Tune of Upcoming Infrastructure Projects in India? What is the overall Investment Tune of Upcoming Infrastructure Projects in SEA?

8 MUST BUY FOR Power Plant Developers Oil and Gas Exploration Companies Solar Power Developers Wind Power Developers Power Transmission Companies Power Generation Utilities EPC Service Providers Power Equipment Suppliers Construction Equipment Suppliers Heavy Machinery Suppliers / Vendors Turnkey Solution Providers Consulting Agencies in Energy and Infrastructure Sector Financial Institutions COMPANIES MENTIONED Indian Oil Corporation Limited Hindustan Petroleum Bharat Petroleum Mitsui NTPC Petronas NV Vogt Sarawak Energy China Shenhua Energy Company Limited Samsung C&T China Power Engineering Consulting Co. Limited Jaks Resources Bhd Power Grid Corporation of India Limited PT Sarana Multi Infrastruktur

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