CNG फर्टीलायझर आणि ट्रान्सपोर्ट इंडस्ट्रीसाठी लागतो. खते आणि वाहतुकीच्या किंमती वाढल्यास त्याचा फटका सामान्यांना बसेल. "नॅचरल गॅसच्या दरवाढिमुळे घरगुती गॅसच्या किंमतीत वाढ होउन महागाई वाढेल" असं केजरीवाल कुठेही म्हणले नाहीत. CNG ची उपल्ब्धता हवी हे मुकुंदन यांचं म्हणणं योग्य आहे पण कृत्रिम तुटवडा निर्माण व्हावा म्हणून रिलायन्सनं एक्स्ट्रॅक्शन कमी ठेवलंय असा केजरीवालांचा आरोप आहे. आणि या प्रकारची खेळी राजकारणी सर्रास खेळतात असा अनुभव आहे. नव्या दरवाढीमुळे ($4 to $8) सरकारला ५४,५०० कोटींचा फटका बसणार आहे (आणि पर्यायानं मुकेश अंबानींना फायदा होणार आहे). या बॅकग्राउंडवर (आणि अर्थात केजरीवालांच्याच प्रयत्नांमुळे) निवडणूक आयोगानं ती दरवाढ सध्या रोखली आहे. आज प्रसिद्ध झालेल्या आकडेवारी नुसार (मटा पान ११) मोदींनी आत्तापर्यंत २,४०,००० कि.मी. हवाई प्रवास केला आहे. त्यांच्या तैनातीत २ हेलिकॉप्टर्स आणि एक विमान आहे (कारण यांना रोज संध्याकाळी घरी यायचं असतं!). हेलिकॉप्टर्स डिएलएफ (रॉबर्ट वद्रा कनेक्शन) आणि विमान अडानी ग्रुपचं आहे. हेलिकॉप्ट्र्ररचा खर्च ७५,००० ते १,५०,००० रुपये प्रती तास तर जेटचा खर्च ३,००,००० रुपये असतो. यू कॅन इमॅजिन द कॉस्ट (अँड वेस्टेज)! आता कोणताही इंडस्ट्रीअ‍ॅलिस्ट कुणाही राजकीय नेत्याला इकडून तिकडे फुकट हवाई संचार घडवेल ही अपेक्षा बाळबोध आहे. एकदा मोदी सत्तेत आले की ही सगळी मंडळी देश लुटायला सुरुवात करतील आणि मोदी त्यांच्या पैश्यावर स्वतःची हौस पुरवून घेतील. अर्थात, हा सगळा `फ्रिंज बेनीफिट' असल्यानं यात भ्रष्टाचार उघड दिसत नाही आणि जनतेची फुल लूट होते. (ही खास बिजेपीप्रणित करप्शनची `प्रोफेशनल स्टाईल' आहे. त्यामुळे ते कॅग ऑडिट वगैरे मधे कुठेही सापडत नाहीत! (म्हणजे डायरेक्ट लग्न करायचं नाही फक्त वापरायचं. (त्यामुळे आपली `मोस्ट इलिजिबल बॅचलर' आणि `क्लीन देशभक्त' ही प्रतिमा अबाधित!) बाय द वे, काँग्रेसची करप्शन स्टाईल `डायरेक्ट' (किंवा `ग्रॉस') आहे त्यामुळे `घोटाळे' उघड होतात (अर्थात, शेवटी पैसे कुठे गेले याचा ज्याम पत्ता लागत नाही ते सोडा). आणि बिजेपीनं देशासाठी ही नवी `कॉर्पोरेट करप्शन' स्टाईल आणली आहे. (`इंपोर्टेड' आहे त्यामुळे देशवासीयांना नक्की आवडेल यात शंका नाही!) फॉर एक्सांपल मोदींचा हवाईप्रवासाचा खर्च अडानी आणि डिएलएफनं उचल्यानं तो उघड होणार नाही. अर्थात शेवटी कंपन्या तो जनतेवरच लादणार (पण इतकं कळत असतं तर पब्लिकनं या बागडूला इतका डोक्यावर चढूच दिला नसता!) अर्थात भारताला हुकूमशाही हवीये, कुणी तरी हायफाय फंडा असलेला आणि इंडस्ट्रीयल हाऊसेसचा फेवरीट नेता हवाये. कारण यांना देशाची कुठे पडलीये? शेअर प्राईसेस वरती जातायेत ना? इंडेक्स वाढतोयं ना? म्हणजे देशाची प्रगती होतेयं! लावा बाँबे स्टॉक एक्सजेंवर पोस्टर.... असा साला येडछाप कारभार आहे!

निवडणूक आयोगाचा निर्णय योग्य वाटतो. आचारसंहिता असताना धोरणात्मक निर्णय घेऊ/बदलु नयेत असा संकेत या निमित्ताने पाळला गेलाय. स्पष्ट जनादेश घेऊन नव्या सरकारला काय ते ठरवू देत हे म्हणणे गैर नाही. (यात आआपने काही मोठे काम केलेय असा दावा नाही, मात्र इतर पक्ष या दरवाढीसाठी इतके उतावीळ का आहेत हे स्पष्ट होत नाहिये)

रिलायन्स हे वायूच्या धंद्यातले स्मॉल प्लेयर (१०%) आहेत असे वाटते. मोठा शेअर ओएनजीसी आणि इतर सरकारी कंपन्यांचा (६७%) आहे. म्हणजे गॅस दरवाढीचा मोठा फायदा सरकारलाच होणार आहे.

काही दिवसांआधी महेश मुर्तींनी फेस्बुकवर शेअर केलेली ही माहिती जशीच्या तशी इथे पेस्ट करतोय. मुळ पोस्ट इथे पाहता येईल. https://www.facebook.com/maheshmurthy/posts/10152336836482138 What's the big noise on Mukesh Ambani, gas pricing, Rs. 25,000 crores loss and Gujarat all about? Let me take a little time to set down the facts. Of course, you can come to any opinion after reading what follows, but that is always the case in such contentious matters. So here goes: 1. In the late 90s, an oil company, Cairn, made discoveries of significant gas in the Krishna Godavari (KG) basin. In an effort to create a level playing field to allow private and public companies to bid for the same projects - all on lands and seas owned by the government, the government created a New Exploration and Licensing Policy (NELP) 2. Under the first NELP plan, bids were called for contractors to explore and develop these Government-owned potential oil fields. Reliance Industries teamed up with a Canadian firm, Niko Resources (90% Reliance, 10% Niko) and won the right to explore and develop 12 out of 24 blocks offered. (You can find details on the Indian govt website here: petroleum.nic.in/NELP-I.doc). 3. Since then there have been several more NELP bids, and Reliance has won a few of those. 4. Reliance-Niko outbid ONGC, Cairn and others to these blocks. 5. The basic bidding criteria - and you can read a sample bid document here http://petroleum.nic.in/nelp91.pdf if you have the interest and patience - was the amount of profit share offered to government of India by the bidder, and the lowest operating cost the bidder commits to that it can adjust every year. These bidding criteria have changed slightly since - but that is not germane to the issue. 5. Here's a simple way to understand it. The government owns the fields: some are on ground, some are in shallow water and some are in deep water but all in Indian territory. The winning bidder would explore and develop those fields at its cost. It would bid what its cost was - the lower the better. Once the gas was found, it was allowed to first recover its stated costs, and then pay revenue share to the government. If gas was not found, it would simply return the fields to the government - indeed 13 of those initial 24 fields were returned to the government. These two factors: committed low operating cost and committed high revenue share to government helped government determine who would win the fields - in each case, government calculated the most valuable economic option to itself. 6. In effect, the winning bidder merely had a contract to operate on government property, then apply some fixed costs for equipment and some variable costs of manpower and ops - and produce gas for all of us. 5. The first contracts were awarded in 2000, Reliance found gas, and signed its first long term contract in 2002 - for 17 years - with NTPC - another government undertaking - to provide it gas at US$ 2.34 per million British thermal units - or mBTUs. This is the price they committed to charge from 2002 to 2019 - which catered for all their present and future anticipated costs. 6. A little after this time the Ambani brothers split - remember that? -and the big bone of contention then was that Anil wanted gas from RIL for his energy project RNRL and finally the agreement was that he would get it at the same price that RIL was giving it to NTPC at: $2.34 per mBTU 7. During this time, the price of natural gas globally went up significantly. This wasn't due to increased costs - it's perhaps closer to supply and demand and also to how a cartel like OPEC operates - you set the price you think you can get away with, regardless of input costs. 8. While this could be good news for countries like India with large oil and gas reserves - it shouldn't really make much difference to an operator who has taken a government field on a lease - after all, his costs - of rig equipment and people's salaries were reasonably fixed - or move in a slow band. 7. Of course, this was a great opportunity - and Mukesh didn't use it just screw the government-owned NTPC here, he screwed over his own brother too. He followed in his dad's footsteps of "fixing" government to change all the norms once he had won the contract - and went and worked hard to break the contract in 2009. 8. They asked Jaipal Reddy, the then concerned minister, to raise the price to $4.20 per mBTU and he told them to sod off. Their ostensible reason was increased cost of production - but, interestingly, at the same time, Reliance said in writing (that note here: http://articles.economictimes.indiatimes.com/2009-06-18/news/27646349_1_mmbtu-block-kg-d6-fertiliser-and-power-units : that their actual cost of extracting the gas and bringing it onshore was $0.8945 per mBTU - i.e. not even 90 cents - so while they were earlier making a profit of $1.44 per mBTU, they wanted to screw over the Government and Anil by making a profit of $3.30 per mBTU - more than double as much) 9. Undeterred by the minister asking them to bugger off, Mukesh did the classic Reliance gambit - he got Jaipal thrown out of the Ministry and shunted elsewhere and replaced by South Bombay buddy Murli Deora. This dude in turn got Pranab Mukherjee - yes, our current President - to call some meeting of some temporary committee called the Empowered Group - to rubber-stamp Mukesh's demand to charge $4.20 per mBTU - remember this is for gas produced on our land not Reliance's - from now on. 10. So Anilbhai and NTPC went to court about this. The case is still dragging through courts - and the Government isn't backing its own company NTPC in the fight. Anil was likely neutralised elsewhere and hasn't moaned too much about it lately. 10. That's what Mukesh is being paid now. And that price, for our gas produced from our land and our seas, is what we pay from our taxes - and that impacts the prices of the inputs to our fertiliser plants, and impacts the price of our foods, our transport systems - and our monthly expenditure. But, hey, that's not enough. Senior Ambani found a way to screw us over again. 11. Remember, there was a clause which allowed the operator to first take back the money equivalent to their set-up costs, and then deliver profits to the government after that? When Mani Shankar Aiyer was Minister, in 2004, Reliance had asked for and got approval to spend Capex of $2.39 billion to produce 40 million metric standard cubic meters of gas per day. (That's MMSCMD for you, if you're a fan of abbreviations.). This basically meant that Reliance was first allowed to claim this $2.39 billion - some Rs. 10,000 crores - before it paid a paisa of revenue share to the government. 12. In just two years, however, they managed to find friend Murli Deora in the seat of Oil and Gas power in 2006 after poor Mani Shankar Aiyar was shunted out - and magically got him to approve almost 4 times the earlier approved amount of Capex - US$8.80 billion - or Rs. 50,000 crores for just twice the capacity. One would expect that the relative cost of Capex would go down and efficiency would go up as you simply double the capacity on existing wells - as happens everywhere else in the world. Especially in a fanatically-cost-efficient organisation like Reliance (we all know how they never pay their suppliers on time.) 13. But no - Reliance apparently wanted to eat more money for itself - maybe Antilla was being built - before we got our own money back from our own oil fields. This basically means that we the people see nothing from our own property till Mukesbhai gets his Rs. 50,000 crores first. When asked about this wonderful generous gift of Rs. 40,000 additional crores to Reliance, Murli Deora claims no memory - see the interview at 09.00 onwards here https://www.youtube.com/watch?v=xtAy1Y7Lv9I if you want to see his apparent innocence where he says "You don't expect Ministers to remember small details" (like 40,000 crores here or there I suppose) 13. Further proof of padding or "gold-plating" came in the CAG report - and in an investigation done by the Indian Embassy in Singapore, about a mysterious organisation called Bio Metrix which was a beneficiary of Reliance's inflated costs which suddenly invested Rs. 6,500 crores into Reliance from Singapore based on loans given to it by an Indian back on no declared collateral. Imagine that - walking into an Indian bank as an unknown company in Singapore and asking for Rs. 6,500 crores in loans to invest in equity of Indian companies. And getting it Of course, the company was controlled by known Reliance network figures - and seems to be a clear case of over-billing in India, having your own benami company as a vendor, paying it overseas and then circling the money back into India, into your own companies. Sweet, na? 14. And you know what happened after that - the investigation by India's own embassy goes nowhere and the CAG Vinod Rai was shunted out and replaced by Shashi Kant Sharma - the prior defence secretary, well-known in arms circles for routing kickbacks. Our man's ability to fix governments is amazing. 13. Oh, but it doesn't end there either. The Ambani greed and ability to fix the Congress government continued. Reliance jockeys for a higher price than the $4.20 - from our own wells, mind you. This time the friendly fixer is Veerappa Moily, the new Oil and Natural Gas fixer. And to show it means business, it suddenly claims a huge drop in production - in other words, it's a threat to Oily Moily:. "Give us a higher price, or we'll go on strike, on your wells". 14. The government, as always, is very accommodating - it dusts off a well-meaning bureaucrat, Rangarajan - and he does some laughable calculations and determines that the new price should be $8.40 per mBTU - an exact 100% hike. Imagine this - paying 4 times more for gas from our own fields - when the capex was long-invested and gone and opex hasn't gone up anywhere near this much. In fact, in the only gas market in the world, the US, the price is even currently well below $5 per mBTU, including all profits from owned wells. And a clear indicator of long-term price of gas, for 10 years, is less than $4 in the markets even today. But we want to pay our man more than thrice that for gas he is getting out of our wells on our land. (You can see how much more we are paying by looking at all historical prices here: http://www.eia.gov/dnav/ng/hist/rngwhhdd.htm) 15. Once this is lined up, Reliance magically discovers and announces that its capacity will go back up in the future - its stock price nudges up. By now our man has BJP and Congress on his side. But when the AAP problem happens and the unspeakable occurs - all these people and Monseiur Ambani included have FIRs registered against them for gross theft and corruption, he pulls the strings and both the BJP and Congress collude to make the AAP government fall in 72 hours after the FIR. 16. That doesn't stop the process though. The ministries push for a price hike from $4.20 to $8.40 per mBTU starting April 1 - a clear attempt to push the change before the elections and before the public makes a big deal out of it, who knows what the results will be. 17. Arvind Kejriwal and the AAP pick up on it, petition the Election Commissioner - and he sees sense in the complaint and orders a halt to the hikes for another 60 days. Pretty much till June 1. But guess Ambani isn't much worried - he has moved his focus from Congress to Modi now - and I guess he feels it'll be pushed through after the polls. 18. But $8.40 isn't where it ends either. You can glimpse the master plan in little bits. The puppet-master has now moved his strings to Modi - as is now apparent, with a Gujarat government-owned gas company now petitioning the government that the price be raised to - believe it or not - $14 per mBTU. That's 4 times the international market price. Copies of the documents from the Gujarat government body are available for you to see at http://www.aamaadmiparty.org/gas-pricing-the-complete-truth-exposed-by-aap This is an additional Rs. 25,000 crores a year from our tax money we have to donate to the owner of Antilla, because he is now the guy in the shadows behind Modi. (Heaven knows how much more we have to donate to Adani, the man who is now flying Modi all around India.) That's a higher cost for gas into all our industries - from fertiliser to transport to coal and more. And hey, when that happens, we'll pay the higher price for that in the things we consume too. Of course, on the plus side, Antilla will grow even taller, Mr. Ambani will move higher on the Forbes listing, and we can all be even more proud of it. All this is if the Modi / Gujarat gas price hike proposal goes through. Of course, your vote and your activism can help or help stop this. Hey, maybe a vote is too much, but even your share of this could help. Cheers!

९७१ वाचने आणी परतिसाद एकबी नाय.(हा सोडुन)

कोण केजरीवाल?

@ क्लिंटन : गॅस काढायची ऑपरेटिंग कॉस्ट २ डॉलर प्रतियुनिट म्हणून गॅसची किंमत त्याहून जास्त समजा २.५ डॉलर ठेवावी हे म्हणणे चुकीचे आहे. ऑपरेटींग कॉस्ट हा एकूण किंमतीचा एक भाग झाला. बाकी सर्वेक्षणासाठीच्या खर्चाचा, व्याज, घसारा/लीज इत्यादी खर्चाचा समावेश करून ही किंमत नक्की किती येईल हे बघून गॅसची किंमत निश्चित करायला हवी. ही बातमी मे २०१२ मधली आहे.त्यावेळी ५.२ डॉलर प्रतियुनिटपेक्षा कमी दर ठेवल्यास तोटा होईल असे ओ.एन.जी.सी चे मत होते.आज आपण आहोत एप्रिल २०१४ मध्ये.गेल्या दोन वर्षात या आकड्यात किती बदल झाला आहे हे बघूनच ८ डॉलर हा आकडा योग्य आहे की नाही यावर भाष्य करता येईल. @नितिन थत्ते : रिलायन्स हे वायूच्या धंद्यातले स्मॉल प्लेयर (१०%) आहेत असे वाटते. मोठा शेअर ओएनजीसी आणि इतर सरकारी कंपन्यांचा (६७%) आहे. म्हणजे गॅस दरवाढीचा मोठा फायदा सरकारलाच होणार आहे. जाऊंद्या हो साहेब लोक्स, राजकारण करताना असल्या फालतू अकाउंटींगकडे आणि सारासार विचाराकडे पूर्ण दुर्लक्ष करायचे असते. जनता येडी असते. तिला थोडेच हे सगळे डिटेल्स माहीत असतात? जनतेच्याच गोळा केलेल्या पैशातून (कर) जनतेचं विजबिल भरलं (सबसिडी) की जनता पैसे वाचले म्हणून खूश ! देशाचा नारा लावत स्वतःला काय पाहिजे तेच साध्य करायचं असतं. देशातला गॅस काढला तर मग त्याच्यापेक्षा दुप्पट-तिप्पट दराने परदेशी गॅस कसा विकत घेता येईल? आणि परदेशी गॅसची जेवढी जास्त किंमत तेवढी खाजगी परदेशी अकाऊंटमध्ये जास्त भर नाही का? (बादवे, हेच गणित कोळसा उद्योगात गेली अनेक दशके यशस्वीपणे चालले आहे.) पीडिएस मध्ये सुधारणा करण्याचे टाळून नविन अन्नसुरक्षा बिल आणले की नविन कुरणही तयार होते आणि वर येडी जनता खूष होऊन टाळ्या व मतेपण देते. शिवाय आपल्या बाजूच्या विचारवंतांना भाटगिरी करायला नविन मुद्दा मिळतो हा एक स्पिन ऑफ आहेच... तेंचा पन खयाल करनेकू मंगता हा बाबा, तेनाबी पोट आणि इगो आसतंय ना? इतके उत्तम ट्राईड अ‍ॅन्ड टेस्टेड "वेल मॅनेज्ड मिसमॅनेजमेंट" आहे ते आता इतर उद्योगांतही वापरलेच पाहिजे नाही काय? कोणीतरी मोठा माणूस बोलून गेलायच ना "येडा बनाने वाला चाहीये, यहा येडे बननेवाले करोडोमे पडे है" !!! ??? ;) +)) *dash1*

केजरीवाल यांचे खरे स्वरूप काय आहे, हे अधिकांश लोकांना माहित नाही. यांचे खरे स्वरूप तवाकी नावाचा तरस

कॅबिनेटने रिलायन्सला गॅसच्या दरवाढिला मंजुरी देतानाच कंपनीकडून बॅक गॅरंटी मागितली आहे. ज्यामुळे १ एपिल २०१४ पूर्वी कंपनीने जाणुनबुजून गॅसचे उत्पादन कमी केल्याचे सिद्ध झाल्यास त्याची नुकसानभरपाई बॅक गॅरंटीतून वसूल केले जाईल. केजरीवाल हा मुद्दा जनतेपासून का लपवतात? असे बरे नव्हे. http://businesstoday.intoday.in/story/veerappa-moily-on-gas-price-rates-output-ril/1/201657.html

खरेच तसे असेल तर रिलायन्सच्या बॅक गॅरंटीतून आर्थिक नुकसान वसुलीचा पर्याय आहेच कि.... रिलायन्स दोषी आढळल्यास कंत्राटही रद्द करता येइल. स्थानिक गॅस उत्पादनात जेमतेम हिस्सा असणार्या कंपनीचे कंत्राट रद्द करण्याने देशावर असे कोणते आभाळ कोसळणार होते?

होइल होइल...निराश होउ नका... तुम्हाला झाडूवाला आणि त्याच्या झाडूच्या जादुची कल्पना नाही. काडया घालण्यात तरबेज आहे तो. रिलायन्सला तर तो क्षणात भस्मसात करेल. भीतीने ओ.एन्.जी.सी. ला आकडी येइल. एक एक करुन सगळे खाजगी उद्योग बंद पाडले की गॅसची गरजच पडनार नाही. त्यामुळे इतक्या परकीय चलनाचे करायचे तरी काय? अहो नुसत्या कल्पनेनेच मल हर्ष'वायू' होइल असे वाटते.