Sunday, 16 September 2012

Supreme Court overrules Bhatia judgment in Bharat Aluminium Co. v. Kaiser Aluminium Technical Services Inc. - First Post



In Brief

In Bharat Aluminium Co. v. Kaiser Aluminium Technical Services Inc.[1] the Constitution Bench (5 judges) of the Indian Supreme Court overruled its earlier decision in Bhatia International v. Bulk Trading SA, 2002 (4) SCC 105 and held that the Arbitration and Conciliation Act, 1996 was territorial and seat centric in nature thereby setting straight the contorted position of law in this regard in India.

Prelude

Before we launch into a narrative of the case we shall synopsize the legal position prior to the decision under review.

The law of arbitration in India prior to 1996 encompassed different statutes, viz
  • The Arbitration Act, 1940 which dealt with domestic arbitrations, 
  • The Protocol and Convention Act, 1937 which governed arbitrations which were covered by the Geneva Convention, 1927 
  •  The Foreign Awards (Recognition and Enforcement) Act, 1961 which governed arbitrations which were covered by the New York Convention, 1958
The various statutes above contemplated extensive court intervention in the arbitral process and also ignored modern international best practices. The Indian legislature seeing the dire need to modernize and internationalize the law of arbitration consolidated the above three statutes into one condensed Arbitration and Conciliation Act, 1996. The A&C Act, 1996 draws heavily from the UNCITRAL Model Law and several of the provisions and section numbers are identical.

The A&C Act, 1996 is divided into several parts of which we are primarily concerned with Part I and II.
Part I of the A&C Act, 1996 is titled General Provisions but ostensibly deals with domestic arbitrations. Seemingly this has replaced the Arbitration Act of 1940. It contains provisions relating to mandatory reference of disputes to arbitration by courts where such disputes are covered by an arbitration clause[2], courts’ powers to grant interim relief pending the arbitration[3], appointment of, substitution of, termination of, challenges to arbitrators[4], powers of the arbitral tribunal[5], procedural aspects of the arbitration proceedings[6], the award and grounds of challenges thereto[7], the enforcement of awards[8] and several other provisions. 

Part II of the A&C Act, 1996 is entitled Enforcement of Certain Foreign Awards and thus contains provisions which deal with recognition, enforcement and challenges to enforcement of awards subject to the Geneva or New York Convention. Seemingly this has replaced the Protocol and Convention Act, 1937 and the Foreign Awards (Recognition and Enforcement) Act, 1961. Noticeably provisions such as power of courts to grant interim relief, challenges to the award, are missing from Part II. This is reasonably so as a local court’s jurisdiction over arbitrations seated outside its national jurisdiction is supposed to be limited in nature.

S. 2(2) of the A&C Act, 1996, provides the applicability of Part I of the said Act. It states:
This Part shall apply where the place of arbitration is in India.
It is noticeably different from A. 1(2) of the Model law which provides
The provisions of this Law, except articles 8, 9, 35 and 36, apply only if the place of arbitration is in the territory of this State.
The Model Law thus follows the territorial criterion while extending to arbitrations seated abroad provisions relating to
  •  mandatory reference to arbitration of disputes covered by an arbitration agreement,
  • courts’ powers in granting interim measures
  • enforcement of awards

The Indian legislature chose not to re-enact these exceptions in S. 2(2) and dropped the phrase only thereby creating the impression that the Part I applied to arbitrations not only seated in India but also abroad.

The Indian Supreme Court in Bhatia International v. Bulk Trading SA was faced with a peculiar situation where in an arbitration with its seat in Paris one of the parties sought measures for interim relief from the Indian Courts. The provision relating to interim relief not being found in relation to foreign awards under Part II, the Supreme Court took on an enthusiastic approach and interpreted the provision This Part shall apply where the place of arbitration is in India to mean the opposite of the phrase This Part shall apply only where the place of arbitration is in India. The absence/omission of the word only was held to mean that arbitrations seated outside India can be subject to the jurisdiction of Indian courts unless the parties had expressly or impliedly excluded the applicability of Part I of the A&C Act, 1996. The Supreme Court found that there being no implied/express exclusion in the facts of the case, S. 9, i.e. an Indian court’s powers to grant interim relief, was applicable despite the arbitration being seated outside India. The exact ratio of the Bhatia decision was as follows:
Where such arbitration is held in India the provisions of Part I would compulsory apply and parties are free to deviate only to the extent permitted by the derogable provisions of Part I. In cases of international commercial arbitrations held out of India provisions of Part I would apply unless the parties by agreement, express or implied, exclude all or any of its provisions.
The disastrous consequences of the Bhatia decision unfolded in a subsequent decision of the Supreme Court in Venture Global Engineering v. Satyam Computer Services Ltd., 2010 (8) SCALE 159 As the Bhatia decision made Part I applicable to arbitrations seated outside India unless the same was excluded by the parties, provisions of Part I including challenges to awards were also found to be applicable in such cases. Thus in the Satyam decision the Supreme Court found that where parties had not excluded the applicability of Part I of the A&C Act, 1996, the Indian Courts would have power to set aside an award not made in India. This decision has been criticized by several commentators including this author[9].

As can be seen over time the Indian Courts through judicial interpretation departed from the apparent territorial and seat centric approach of the A&C Act, 1996. This subjected arbitrations with situs outside India, to intervention of the Indian Courts, making Indian arbitration law anti-thetical to speedy resolution of disputes. Seeing the malady, a small but strong voice from within the Indian legal fraternity and the Indian judiciary began to grow, supported by luminaries and stakeholders outside India, in an effort to realign the Indian law to be more arbitration friendly. Several cases similar on facts to the Bhatia and Satyam cases snaked their way through the judicial hierarchy. Most met premature deaths upon application of the precedent which they were opposed to. However some managed to reach the Supreme Court at a time when the apex judicial body itself began to doubt the tenability of its earlier decisions.

This resulted in the matters being referred to the Constitution Bench of the Supreme Court for reconsidering the Bhatia and Satyam decision.

Facts

In brief the factual situation which arose in the batches of cases under review was similar to the factual scenario in the Bhatia and Satyam decisions.

In one of the cases under review[10] the parties had entered into an arbitration agreement where the lex fori agreed to was the English Law but the substantive law agreed to was the Indian law. The seat of arbitration agreed to was London. The arbitral tribunal issued its award, which award was challenged before the Indian Courts under S. 34 of the A&C Act 1996. The Supreme Court was thus called upon to decide whether S. 34, which relates to challenges to awards and which falls in Part I of the A&C Act 1996, can apply to arbitrations with situs outside India.

In another of the cases under review[11] one of the parties, who admitted that the arbitration was seated in Paris and the lex fori was French Law and the substantive law was English Law, approached the Indian courts under S. 9 for measures of interim relief pending the arbitration. The Supreme Court was thus called upon to decide whether S. 9, which relates to courts’ powers to grant interim relief and which falls in Part I of the A&C Act 1996, can apply to arbitrations with situs outside India.

Decision

The Supreme Court held that it was unable to support the conclusions recorded in the Bhatia and Satyam decisions[12] that Part I of the A&C Act, 1996 would apply to arbitrations not taking place in India.[13] The Court held that the A&C Act 1996 accepts the territorial criterion as laid down by the Model Law and that Part I of the A&C Act, 1996 would thus not be applicable to arbitrations taking place outside India. Thus no party can approach Indian courts for interim relief or for challenging an award resulting from an arbitration seated outside India. The Supreme Court however made its decision prospective in applicability.[14]

In the next post we shall commence our analysis of the decision.



[1] Civil Appeal No. 7109 of 2005 decided on 6th September 2012, along with Civil Appeal No. 6284 of 2004, White Industries Australia Ltd. v. Coal India Ltd., along with Case No. 35 of 2007, Harkirat Singh v. Rabobank International Holding BV, along with SLP Nos. 3589-90 of 2009, Tamil Nadu Electricity Board v. Videocon Power Ltd., along with SLP Nos. 27824 and 27841 of 2011, Bharti Shipyard Ltd. v. Ferrostaal AG and Anr.
[2] S. 8
[3] S. 9
[4] S. 10 to 15
[5] S. 16 and 17
[6] S. 18 to 26
[7] S. 29 to 35
[8] S. 36
[9] Alok N. Jain, Yet Another Misad-Venture by Indian Courts in the Satyam Judgment?, Arbitration International, Volume 26, Number 2, 2010, 251.
[10] Bharat Aluminium Co. v. Kaiser Aluminium Technical Services Inc., Civil Appeal No. 7109 of 2005 decided on 6th September 2012
[11] Bharti Shipyard Ltd. v. Ferrostaal AG and Anr, SLP Nos. 27824 and 27841 of 2011 decided on 6th September 2012
[12] Paragraph 54 and 199 of the decision
[13] Paragraph 76 of the decision
[14] Paragraph 201 of the decision

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