ANDHRA PRADESH ELECTRICITY REGULATORY COMMISSION

Hyderabad

 

Dated:14-12-2004

 

Present

                                                                                                                           

 Sri K. Swaminathan, Chairman

     Sri. K.Sreerama Murthy, Member

Sri Surinder Pal, Member

 

In re file No.E-357 (A)

 

In the matter of Consent for proposed amendments to Power Purchase Agreement

 

Between 

 

M/s Transmission Corporation of A. P. Limited                         … First Party

 

and

M/s Vemagiri Power Generation Ltd.,

Skip House, 25 / 1, Museum Road,                       

Bangalore– 560 025.                                                                       … Second Party    

 

 

            The matter coming on for consideration of the Commission and the Commission on consideration passed the following

 
ORDER

 

 1.        The former Andhra Pradesh State Electricity Board, the predecessor of the First Party (hereinafter APTRANSCO) after having agreed to purchase power from the Second Party (hereinafter, the Developer), developer of a combined cycle gas-based power project, entered into Power Purchase Agreement (PPA for short) in March 1997.

 

2.         Subsequently, after coming into existence in 1999 of this Commission, the APTRANSCO and the Developer entered into an Amendment Agreement to amend the aforementioned PPA and submitted the same to the Commission in December 2001 for its consent. 

 

3.         The Commission critically examined various issues including the demand projections, generation expansion plan of APTRANSCO, the technical and financial parameters in respect of the project, the fuel options and their usage.  The Commission also conducted a public hearing on 19-12-2002 to ascertain the views of all the stakeholders including general public.

 

As regards the fuel, it was defined in the Amendment Agreement as follows:

Fuel:  means Natural Gas, that is intended to be used as primary fuel, by one or more units of the Project to generate power from the Project or in case of unavailability of primary fuel, Naphtha or Low Sulphur Heavy Stock and the like as alternate fuel.

 

During the public hearing, the Commission staff suggested the following modifications to the Amendment Agreement / PPA, among other things:

(a)   Fixed charges to be limited to the availability of gas.

(b)   If the Developer is directed to run the plant on alternate fuel by APTransco, the price of alternate fuel shall be limited to that of natural gas.

 

APTRANSCO responded as follows:

            In view of firm gas allocation from 80% to 100% PLF for these projects, fixed charges will be paid as per PPA provisions

 

Earlier, APTRANSCO had stated that:

 

As per the indications given by GAIL, the present projected availability by ONGC is about 8 to 9 MCMD of Natural Gas and the current supply is about  7 MCMD.  It is also indicated that private agencies like CAIRN are expected to develop 3 to 4 MCMD from 2004-05.  Reliance also indicated that they are planning to explore 18 MCMD by 2004-05. Hence there is no difficulty to meet the requirement of gas for this project.

 

Ministry of Petroleum, GOI issued gas linkage for the project on firm basis. GAIL, a Govt. of India enterprise signed the Gas supply Agreement with the Company and it is therefore the responsibility of GOI and GAIL to supply gas to the project.  However, generation with alternative fuel will be as decided by the Fuel Supply Committee and as per the merit order dispatch as approved by APERC

 

APTRANSCO furnished the response of the Developer on this issue, as having stated vide letter dated 31-01-2003 as follows:

a.         MoU has also been signed with Reliance for supply of Gas.

b.         However, gas availability will be ensured due to huge discovered gas reserves in the Krishna Godavari Basin.

i)                    CAIRN Energy has discovered a new gas reserve (named Annapoorna) which is expected to yield 3 to 4 mcmd gas.

ii)                  The certified gas finds of Reliance is at 7 Trillion cu. Feet and translates to approximately 40 mmscmd of supply, which can support more than 10000 MW of plant capacity.

iii)                Gujarat State Petroleum Corporation (GSPC), a State owned company, has declared that it expects a reserve potential six times bigger than the Reliance.  This is based on the data of the block (KGOSN 2001 / 3) allotted to it under NELP III.

iv)                Besides the above, ONGC has also made to new discoveries in the KG Basin.

The huge reserves effectively mitigate all issues relating to non-availability of gas.

 

            APTRANSCO also held discussions with the Developer and proposed the following amendment to the PPA on the usage of alternate fuel:

 

“Developer to run plant on alternate fuel if required by AP Transco due to non availability of gas, the price of alternate fuel used shall be limited to the price of Natural gas”.

 

            The Developer, in response, communicated the following in their letter dated      09-01-2003 to APTRANSCO, which in turn informed the Commission that:

a.      In view of firm allocation of gas to operate at 100% PLF over the term of PPA and with alternate arrangements to secure supplies it is unlikely to have any use of Alternate Fuel.

b.      As a standby arrangement the project has an option in the amended fuel supply agreement with GAIL to get the gas in the GAIL gas pipeline after securing gas supplies from any third party. 

c.      The Developer also drew attention to GoAP letter No. 3504/Pr.1.1/96 dated 29th October 2001 addressed to APTRANSCO expressing the concern of Lenders and advising that such fuel risk transfer shall affect the financiability of the projects.

d.      The mechanism as provided in the PPA in the Article 1.1.27, as amended by APTRANSCO on 30th November 2001, with resolution mechanism such as “Fuel Supply Committee” is adequate.

 

In the letter dated 29-10-2001 cited in sub-paragraph (c) above, Government of AP had stated the following at paragraph 3 (3):

 

“Regarding the definition of ‘fuel’ in the PPA (article 1.27) in view of the reliable reports of abundant availability of natural gas in Godavari-Krishna basin and off-shore Kakinada, the relevant clause may be retained in the present form, with a provision to use any of the fuels mentioned in article 1.27 as alternate fuel, in case of unavailability of natural gas which is the permitted fuel for the projects. The Government also desire that no restrictions on use of alternate fuel be imposed in the PPA which may affect the attitude of lenders with regard to financiability of the project”.

           

            In response to the communication from the Commission, APTRANSCO in its letter dated 17-01-2003 informed the Commission that the Developer did not agree to the proposal to restrict the price of alternate fuel to that of natural gas.

 

4.         Finally, the Commission agreed to grant its consent subject to certain modifications being incorporated in some of the clauses, and accordingly the amended PPA was signed on 18-06-2003.

 

5.         While the matter stood thus, the APTRANSCO filed a petition,                       O.P. No.25/ 2004, against the Developer, seeking deletion of the provision for alternate fuel from the definition of ‘Fuel’ in the PPA, as amended.  The matter was posted for hearing on 08-12-2004, on which date the APTRANSCO sought an adjournment which was granted posting the matter to 24-01-2005.

 

6.         While so, APTRANSCO on 01-12-2004 filed proposals for amendments to the PPA, requesting the Commission to give consent to the amendments mentioning inter-alia the following reasons:

(a)         At present GAIL is unable to supply the allocated quantities of Natural Gas to the already existing Gas based Projects in A.P. and it is noted that GAIL may not be in a position to supply the allocated Natural Gas to the upcoming Gas based Projects as per the GSAs entered.

(b)           APTRANSCO will have to pay full Fixed Charges once these upcoming Gas based Projects are commissioned and are declared available even though GAIL does not supply the required Gas as per linkage.  The total commitment towards payment of Fixed Charges without availing energy works out to about Rs.1020 crs. per annum (in respect of four projects in all, including this project and similar projects of M/s. Konaseema EPS Oakwell Power Ltd., Hyderabad, M/s. GVK Industries Ltd., and M/s. Gautami Power Pvt. Ltd., Secunderabad – Added by Commission for clarity).

(c)         The above issue has been brought to the notice of Government of A.P. and Government of India by APTRANSCO.  Government of A.P. has also taken up this issue with Government of India. 

(d)         GoAP further informed that:

       (i)        A meeting was convened by the Principal Secretary to Prime  Minister on 28-09-2004.  The meeting was attended by Secretary, MoP & NG, Senior Officials of ONGC and GAIL.  ONGC informed that till pre-monsoon 2006, they would not be able to provide any additional gas to AP.

(ii)         After detailed discussions it was agreed that MoP & NG along with ONGC would, working backwards from June 2006, prepare list of actions to be taken to ensure availability of extra gas to IPPs in AP from middle of 2006.  Action plan and Quarterly progress in this regard would be furnished to PMO. 

(iii)       MoP & NG would provide infrastructure support and take other necessary steps to facilitate the early availability of gas from discovered fields of Reliance to AP. 

(iv)       MoP & NG and GAIL would examine the issue regarding invoicing of full fixed charges for transmitting lower quantity of gas to IPPs in AP and would revert to the State Government with alternative suggestions. 

(v)         Reliance have already entered into MOU with NTPC to supply gas in first quarter of 2007 for the Gujarat Unit of NTPC.

 

The Government of A.P. informed that in view of the concerns about unavailability of Natural Gas for the upcoming four Gas based Power Projects, GoAP held negotiations with the developers of four Gas based Power Projects for necessary amendments to the Power Purchase Agreements to mitigate the “Fixed Cost” payment risk arising out of Gas unavailability situation and the following agreement has been arrived.

 

(i)                 Use of alternate fuel will not be permitted before January 1, 2007.

(ii)               The Project will be implemented in line with Scheduled Date of Completion (SDoC) as per PPA.

(iii)             The SDoC shall be extended day-to-day for any delay resulting from        non-availability of Natural Gas before January 1, 2007.

 

7.         APTRANSCO followed it up by submitting on 10-12-2004, draft amendments duly initialed by APTransco and the Developer in line with the above proposals for the consent of the Commission.  The salient features of the proposed amendments are as follows:

a)                 Use of alternate fuel will not be permitted before 1st January 2007.

b)                 The scheduled date of completion shall be extended day for day for any delay arising from (i) non-availability of Natural gas for commercial operation up to 31-12-2006 and (ii) the time required for commissioning as per the construction schedule due to non-availability of Natural gas.

c)                  The developer would be obliged to supply committed incentive energy up to 31-12-2006 only when the supply of Natural gas is available for a PLF of 85% and above.

d)                 The Company shall not be liable for any penalty under clause 3.6                 “Disincentives” due to lower PLFs arising out of non-availability of Natural gas for any period up to 31st December 2006.

e)                 A new clause to be introduced as 5.2 (e) stipulating that “in case of non-supply or partial supply of Natural gas up to 31-12-2006, the monthly capacity charge shall be paid as per the Availability Declarations based on Natural gas only”.

f)                    Interest on the actual cost of interconnection facilities to be payable to             AP Transco in case the project is not synchronised in terms of Clause 7.1 (g) will not be applicable prior to 1st January 2007, in case of non-availability of Natural gas.

g)                 The occurrence and continuation of event stated in clause 9.2 (f) will not be treated as Company’s default up to 31-12-2006 if the said failure is on account of unavailability of natural gas for a PLF of 60%.

 

8.         The amendments were scrutinized. The Commission noticed that the proposed amendments are an improvement over the existing PPA in as much as these will reduce the APTRANSCO’s liability towards payment of fixed charges because of non-availability of gas till 31st December 2006. 

 

9.         The Commission in order to reduce the burden on the consumers at large who have to eventually shoulder the burden of the fixed costs is inclined to give consent to the proposed amendments, and grants the consent as sought for. 

 

10.       Before parting with the matter, the Commission also makes the following observations:

(i)                 The Commission would like APTRANSCO to keep the Commission apprised on a quarterly basis, of the progress in regard to commissioning of the project; and

(ii)               Having given assurances about adequate supply of natural gas during the entire duration of the PPA, the Commission expects that the Developer shall make all reasonable efforts to ensure that uninterrupted supply of natural gas is available at least from                 01-01-2007 onwards.

 

This order is corrected and signed this Fourteenth day of December, 2004.

 

Sd/-

Sd/-

Sd/-

SURINDER PAL

K. SREERAMA MURTHY

K. SWAMINATHAN

Member

Member

Chairman

 

 

 

 

CERTIFIED COPY