Thursday, March 20, 2014

Tapping Unconventional Hydrocarbon Resources: Indian Scenario

Indigenous endowments of primary and renewable energy resources play an important role in determining any country’s energy policy. Natural gas is currently the most promising source for providing sustainable, affordable and low-carbon energy for the economic development of the world. In the near future, unconventional resources like shale, CBM, gas hydrates would play an increasingly important part in maintaining the gas supply balance. Recent assessments indicate that the potential of unconventional gas resources could not only exceed the current conventional reserves, but that they are also spread widely throughout the world, making them more readily accessible to the consuming markets.

With the development of shale gas resources around the world, improved energy security and economic prosperity is becoming a reality for many countries. While US is the leader in terms of commercialisation and development of the shale gas sector, other countries are clearly keen to be part of the shale gas revolution. Following the leads of US, China has become the second-largest global producer of unconventional gas. In countries, such as Poland, significant exploration has already taken place. In other countries, such as India, the resources are certainly present but much needs to be done in terms of infrastructure and investment before full exploitation is viable. It is somewhat evident that replicating USA experience in other countries will take more time than expected.

US shale gas success can be attributed to several factors such as advanced technology, efficient and large service sector, availability of gas infrastructure to enable quick monetization, support of US government, laws and regulations, and deep engagement with communities to address issues related to water management and hydro fracturing (seismic impact).

The Indian gas market is characterized by strong demand driven by a large population and energy intensive industries. Depletion of conventional resources, and increasing demand for clean energy, forces India to hunt for alternatives to conventional energy resources. Intense importance has been given for finding out more and more energy resources; specifically non-conventional ones like CBM, shale gas & gas hydrates, as gas is less polluting compared to oil or coal.

India has followed various models to facilitate exploration in its vast sedimentary areas and this includes nominated blocks for national oil companies, award of discovered fields on competitive bidding basis, and award of large number of blocks under the New Exploration Licensing Policy (NELP) launched towards the end of nineties. India began awarding coal bed methane (CBM) blocks for exploration in 2001; and in the four rounds of bidding 33 blocks have been awarded predominantly to NOC’s and Indian private companies.

Ministry of Petroleum and Natural Gas (MoPNG) has finalised policy guidelines on exploration and exploitation of shale gas and oil by national oil companies under the ‘nomination regime’. Based on this, Oil and Natural Gas Corporation (ONGC) would take up 175 blocks and Oil India Ltd (OIL) another 15 blocks, in three assessment phases.

To encourage the allocation of huge amounts of capital, services, equipment and human resources to unconventional gas developments, (Government of India) GoI will have to enact regulatory frameworks that include: fiscal and contractual stability, appropriate and rigorously enforced health, safety and environment regulations, steady and predictable offerings of acreage in bid rounds, and concession or leasing terms that provide investors with sufficient time for the delimitation and development of the productive acreage.

The key to unlocking gas shales, tight gas sands and coal-bed methane (CBM) has been and continues to be collaboration and advanced technology, which enables solutions to be identified, developed and deployed reducing the risks and costs of production and minimise the environmental footprint of developing these vital resources.

                                             
                 Infraline Energy Oil & Gas Research Team

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