Commodity Market Report

India coal short-term outlook June 2018: utilities turn to imports as domestic supply falls short

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10 July 2018

India coal short-term outlook June 2018: utilities turn to imports as domestic supply falls short

Report summary

Growth in power generation and demand from non-power sector will keep the domestic coal market in supply deficit. Also, the reliance on higher energy coal and the need for imported coal to make up for inadequate domestic supply are expected to support import demand. Financial restructuring of state distribution utilities have started to show some results. The government has launched another scheme to de-stress power generating units, which may see some coal-based generating assets improving load factors in the short term. On the steel sector, the consolidation in the hands of few majors look prominent. We look at the potential impact of these factors on the seaborne market for thermal and metallurgical coal. 

Table of contents

  • Executive summary
    • Spot market prices remain strong on robust demand
    • Higher coal-fired power generation to increase thermal coal demand
    • Industry consolidation to improve steel output and met coal demand
    • Much needed commercial mining looking more likely

Tables and charts

This report includes 12 images and tables including:

  • Executive summary: Table 1
  • Key thermal prices – history/forecast, nominal US$/t
  • Key met prices – history/forecast, nominal US$/t
  • CIL performance in spot market, Mt and %
  • CFR India prices of imported coal, US$/t
  • Top eight crude steel capacity ownership in India, Mt
  • Monthly coal-fired generation, TWh
  • Monthly hot metal and steel production, Mt
  • Domestic coal stocks at power plants, Mt
  • Imported coal stocks at power plants, Mt
  • CIL raw coal production, Mt
  • CIL coal despatches, Mt

What's included

This report contains:

  • Document

    cms india short term outlook june 2018.xls

    XLS 997.50 KB

  • Document

    India coal short-term outlook June 2018: utilities turn to imports as domestic supply falls short

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