+353-1-416-8900REST OF WORLD
+44-20-3973-8888REST OF WORLD
1-917-300-0470EAST COAST U.S
1-800-526-8630U.S. (TOLL FREE)

Investment Opportunities for Fleet Operators, Vehicle Manufacturers, OEMs and LNG Suppliers- Outlook 2030- Complete package

  • PDF Icon


  • 155 Pages
  • June 2019
  • Region: Global
  • Mergen Advisory
  • ID: 5007711
This product includes a corridor map and contact directory offered as a package. Or the map and directory can be sold piecemeal.

Key Questions Answered
  • Whether LNG HDVs could have similar consumer traction as that of EVs in India?
  • What could be the role of government and its regulatory agencies (ARAI, PESO, OISD, etc.) in facilitating a shift from ‘DIESELisation’ to ‘LNGisation’ in Indian HDV segment?
  • What are the technological, policy and regulatory gaps in implementation of LNG refuelling infrastructure?
  • What is the future price and availability scenario of LNG in India?
  • What could be the economics of LNG HDVs in Indian context? What are the missing links?
  • What could be the various business models in LNG refuelling infrastructure? What could be the low risk propositions?
  • What could be the key levers for LNG HDVs future success in India?
  • What are the opportunities for private players in LNG as Transport Fuel in India?
  • What are the key headwinds and tailwinds in LNG HDVs adoption, growth and sustainment in India?

Table of Contents

1. Background2. Executive Summary
3. Drivers for LNG as Transport Fuel in India
3.1. Environmental Drivers
3.2. Technical Drivers
3.3. Economic Drivers
4. Global Case Studies: Evaluating LNG for vehicle infrastructure growth trend, key drivers, permits & clearances, policy support, PESTLE & SWOT Analysis
4.1. Europe – LNG Blue Corridor
4.2. USA - LNG for Heavy Duty Vehicles (HDVs)
4.3. China - LNG for HDVs
4.4. Canada - LNG for Truck and Road Train
5. Outlook on road transport and highways in India
5.1. Industry and governance structure (MORTH, NHAI, NHDP, NHIDCL, NECORSE, NGHM, etc.)
5.2. Outlook on volume of freight traffic trend by road
5.3. Existing and evolving highways infrastructure in India
5.3.1. National Highways Development via. greenfield and expansion
5.3.2. Economic Corridors
5.3.3. Greenfield Expressways
5.3.4. Coastal roads and port connectivity
5.3.5. Border roads and international connectivity
5.4. Likely impact of government initiatives SAGARMALA and BHARATMALA on freight movement, and implication of GST in Indian logistics sector
6. India’s Natural Gas/LNG Business Ecosystem
6.1. Demand Supply scenario of Natural Gas
6.2. LNG Consumption trajectory and its future
6.3. Position on availability scenario of LNG by 2030
6.4. LNG Regasification terminal across the country by 2030
6.5. Gas Pipeline Infrastructure in India
6.6. How has LNG contracts and pricing structure shaped in India?
6.7. Existing share of transport sector in overall gas consumption
7. India’s petroleum fuel / Diesel Ecosystem
7.1. Growth in diesel consumption in India
7.2. Share of individual States/UTs in diesel consumption
7.3. What is the share of diesel consumption by vehicle category mix
7.4. Evolving auto emission standards for diesel in India
8. Existing Retailing of Diesel – What lessons can be learnt?
8.1. Trend in growth of diesel retailing stations
8.2. Number of retailing station across each State/UT
8.3. Share of private sector vs OMCs in diesel retailing
8.4. Typical Capital Expenditure in setting up a fuel retailing station
8.5. Typical O&M expenses in operating the station: Utility, Manpower, Leasing & Rentals, Maintenance, Dealer margins, etc.
8.6. What are the regulatory steps (permits and clearances) in setting-up a fuel retailing station in India?
8.7. Typical layout of a fuel retailing station/gas pump in India
8.8. What are the typical operating/business models: COCO, DODO, CODO
9. Technical Analysis of Refueling Station
9.1. Suitability of refueling according to application, from light duty vehicles to heavy duty vehicles
9.2. Station configuration: Storage and Dispensing (self-contained trailer mounted mobile LNG refueler, Skid mounted LNG refueler, etc.)
9.3. Key technical parameters
9.3.1. Storage & Utilization of inventory fuel
9.3.2. Serviceability/Refueling Time
9.3.3. Dependence on upstream infrastructure for fuel supply
9.3.4. Dependence on electric utility services
10. Outlook on Key Bodies, Regulatory Permits & Clearances required
10.1. Conversion to LNG HCV
10.2. Setting-up LNG Station & Operations
11. Understanding Passenger Buses Fleet operations in India
11.1. Major fleet operators
11.2. Typical fleet strength and mix
11.3. Key fleet operations with luxury brands
11.4. Key routes in long haul passenger buses
11.5. Average Operations and Maintenance Spend by a typical fleet operator
12. Information for Fleet Owners / Operators– Critical differentiation between Diesel vs LNG vehicles:
12.1. Adaptability in different types of applications
12.1.1. Long haul trucking
12.1.2. Inter State Buses (Luxury Segment)
12.1.3. Point-to-Point HDVs (Mining, Construction, ULBs)
12.2. Exhaust Emissions
12.3. Convenience of refueling (energy stored per refill, flexibility of refueling station, rate of refueling, possibility of fuel loss/contamination/theft/adulteration, haulage/Gross Tonnage)
12.4. Price of fuel with critical insights on taxes & duties
12.5. Savings in operating and maintenance cost
12.6. Economics of owning a bus
12.6.1. Cost of conversion/adoption: Broad on-road price of vehicle
12.6.2. Useful life of the vehicle
12.6.3. Payback
13. PESTLE & SWOT Analysis: LNG for HDVs in India
14. Existing and Future outlook for LNG HCV in India
14.1. Market Size for LNG HCV in India 2030
14.1.1. Conversion and New Registrations
14.1.2. Adoption & growth in different applications
14.2. Business Potential for LNG HCV in India 2030
15. Impact on demand for LNG from LNG HDVs consumer segment by 2030?
16. Economics for setting-up LNG refueling station
16.1. Business Model
16.2. CAPEX & OPEX
16.3. Typical revenues and Return on Investment (RoI)
16.3.1. Exclusively through retailing of LNG
16.3.2. Retailing of LNG and supply of Boil-off natural gas to nearby industries
17. Conclusion

Companies Mentioned

A selection of companies mentioned in this report includes:

  • IGL
  • MGL
  • GGL
  • CUGL
  • Indian Oil
  • Adani
  • GAIL
  • MoPNG
  • MNGL
  • IMC limited
  • BPCL
  • HPCL
  • Gujarat Gas
  • GSPC
  • Petronet LNG
  • Shell
  • Qatar Gas
  • Exxon Mobil
  • Maruti Udyog
  • Eicher
  • Volvo
  • AMG
  • Tata
  • Scania
  • Mahindra
  • FedEx