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United Arab Emirates Water Report Q1 2011

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No. of Pages : 63
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Report Summary

The UAE is a thirsty consumer of water. Abu Dhabi claims the highest per capita water consumption rate in the world, at 525-600 gallons a day (g/d). Officials estimate that the emirate’s total consumption ofwater resources exceeds by 24 times its natural recharge capacity. In peak periods, demand spikes: DubaiElectricity & Water Authority (DEWA) noted a 6% month-on-month (m-o-m) increase in consumptionin July 2010.

In the UAE as a whole, desalinated water accounts for 80% of total water consumption. The UAE has emerged as the Middle East and North Africa (MENA) region’s second largest producer of desalinatedwater, after Saudi Arabia.

The UAE’s water sector is organised along federal lines. Abu Dhabi Water & Electricity Authority (ADWEA) is the utility responsible for the supply of water in Abu Dhabi. It took over from the Water &Electricity Department in 1999. In Dubai, DEWA operates the water and electricity sector. SharjahElectricity & Water Authority (SEWA) is the authority with responsibility for the small emirate’s waterand power. For the four northern emirates – Ajman, Fujairah, Ras al-Khaimah and Umm al-Quwain, asingle authority, the Federal Electricity & Water Authority (FEWA), is the water and power provider.

With Dubai’s water and power utility DEWA looking to follow ADWEA’s private financing lead, the UAE’s water sector stands an increased chance of attracting the kind of funding needed to meet the sharpuptick in demand that is expected over the next decade. Though the economic recession bit a chunk out ofthe country’s demand in 2008-2010, we see the historic trend resume with more vigour over the next fouryears. For 2011, we see a 7.4% increase in production, a substantial increase on the previous year. By2014, we expect an additional 200mn g/d of water to be in the UAE system – the bulk of this new supplyemanating from the expanded array of IWPPs from the ADWEA stable.

ADWEA remains the most active promoter of privatised water provision, via a series of independent water and power projects (IWPPs). Since its foundation, ADWEA has built at least one new IWPP everyyear, besides expanding existing facilities. It is assisted by Abu Dhabi National Energy Company(TAQA), which has bought stakes in a series of IWPPs in the country.

The selection in October 2010 of a Korean-Japanese consortium, comprising Sumitomo and Korea Electric Power Co (Kepco), to undertake the Shuweihat S3 project under a 15-year power purchaseagreement is the first significant new ADWEA power project that does not include a desalinationcomponent. In November, ADWEA’s privatisation director Abdullah Saif al-Nuaimi announced that ifthe authority’s experiments with three RO plans was successful, new projects could be developed asseparate water/power schemes – a break with recent tradition.

Abu Dhabi’s water consumption is increasing at a rapid rate. ADWEA subsidiary Abu Dhabi Water and Electricity Company (ADWEC) notes that water demand increased by 8.1% in the 2008-2009 period.The company is anticipating robust long-term demand growth, with 2015 demand expected to reach1.06bn g/d, rising to 1.28bn g/d by 2025.

The much weaker economic climate, poor investment flows and lower demand has resulted in delays and downscaling of projects, most notably in cash-strapped Dubai, but also, to an extent, in Abu Dhabi. Thishas raised fears among investors that some emirates might consider greater nationalisation of the industryif major privately financed water projects encountered further delays. However, the success of somerecent projects that had struggled to find funding initially, and signs of recovery in the global economyseems to have allayed such concerns for the moment.

Dubai will proceed with its Hassyan 1 scheme as an IWPP, confirming that the tough economic climate could prove to be a trigger for economic reform. Meanwhile in Abu Dhabi, ADWEA said in November2009 it would issue a call for tenders for a new electricity and desalination plant in the first half 2010, inwhich it would take a 60% stake, which has been the norm for previous projects.

In a positive sign of growing confidence in the Dubai Inc parastatals, DEWA issued a US$1bn five-year bond, the first greenback-denominated benchmark offering completed by a Dubai corporate since 2008and the first time a Dubai parastatal has tapped the debt capital market since the Dubai Worldrestructuring late in 2009. DEWA was reported, in Q3 2009, to be seeking a new loan in excess ofUS$1bn, backed by export credit agencies. The utility needs to shore up its funding sources since it is dueto spend up to AED28bn in the next two years to raise both power and water supplies.

DEWA will stagger its developments as the emirate faces a sharp fall in expatriate population numbers in 2009-2010. In order to speed up project activity, in June 2009 DEWA sanctioned a cut in the bid bond fortenders exceeding AED2bn, bringing it down from 5% to 2%. It also lowered the performance guaranteebond from 20% to 10%.Despite Abu Dhabi’s successful deployment of private-led development models, Dubai, Sharjah and thenorthern emirates have yet to adopt the IWPP template. However, in Q407 the government made the firstmoves to open up the northern emirates’ power and water sectors to private investment.

The amount of new water capacity should continue to increase across the UAE at a healthy rate, spurred on by the improving investment levels and the need to meet rising demand.
In June 2010, Abu Dhabi’s main water regulator, the Regulation and Supervision Bureau (RSB), announced new trade effluent control regulations aimed at controlling effluent and boosting recycling ofwater. Companies will now face restrictions on the amount of wastewater they can discharge.

Another area where Abu Dhabi is focusing resources is in the storage of desalinated water, through the optimisation of the existing water supply network and fostering storage. The award of a new AED1.6bncontract to a Lebanese/Korean consortium in Q3 2010 to build a major storage facility in Liwa is a sign ofthis new strategic push. In the Western Region, where Liwa is located, the aim is pump large volumes ofdesalinated water into the aquifer. Similarly in Dubai, construction is under way of a potable waterreservoir in Mushrif with a 415mn gallon capacity.

Table of Contents

Executive Summary  5

SWOT Analysis  8
UAE Water Industry SWOT  8
UAE Political SWOT  9
UAE Economic SWOT  9
UAE Business Environment SWOT  10
Market Overview  11
Northern Emirates/Sharjah  15
Pricing Mechanisms And Regulatory Framework  17
Tariffs  18

Table: ADWEA’s Water Tariffs  18

Sectors  20
IWPPs  20
Desalination 21
Wastewater Treatment  21
Water Systems/Pipelines  22
Major Projects  24
IWPPs  24
Wastewater Treatment  25
Water Pipelines/Systems  27

Table: Major Projects  28

Industry Forecast Scenario  29

Table: Key Data, Water Industry  29

Table: Annual Water Production By Region (MG)  30

Table: Annual Water Supply By Company (MG) 1999-2006  30

Regional Overview: The Water Sector In The Gulf  31
Business Environment  34
Middle East Infrastructure Business Environment Ratings  34

Table: Regional Infrastructure Business Environment Ratings 35

Project Finance Ratings  37
Project Finance Ratings: Outlook For Middle East  37

Table: Design And Construction Rating  38

Table: Commissioning And Operating Rating  40

Table: Overall Project Finance Rating  42

Company Profiles  43
Abu Dhabi Water & Electricity Company (ADWEA)  43
Abu Dhabi National Energy Company (TAQA)  45
Suez Environnement  47
Veolia Water  49
BMI Water Forecast Modelling  52
How We Generate Our Industry Forecasts  52
Sources  53
Business Environment Ratings  53
Ratings Overview  53

Table: Infrastructure Business Environment Indicators  54

Project Finance Ratings Methodology  55

Table: Design And Construction Phase  56

Historical Data & Forecasts 57

Table: Commissioning And Operating Phase – Commercial Construction  58

Table: Commissioning And Operating Phase – Energy And Utilities  60

Table: Commissioning And Operating Phase – Transport  62

List of Tables

Table: ADWEA's Water Tariffs . 18
Table: Major Projects . 28
Table: Key Data, Water Industry . 29
Table: Annual Water Production By Region (MG) . 30
Table: Annual Water Supply By Company (MG) 1999-2006 . 30
Table: Regional Infrastructure Business Environment Ratings. 35
Table: Design And Construction Rating . 38
Table: Commissioning And Operating Rating . 40
Table: Overall Project Finance Rating . 42
Table: Infrastructure Business Environment Indicators . 54
Table: Design And Construction Phase . 56
Table: Commissioning And Operating Phase – Commercial Construction . 58
Table: Commissioning And Operating Phase – Energy And Utilities . 60
Table: Commissioning And Operating Phase – Transport . 62"

United Arab Emirates Water Report Q1 2011

Published By: Business Monitor International
 

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