Commodity Market Report
India coal short-term outlook June 2019: can H1 imports growth be sustained?
This report is currently unavailable
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
India’s electricity generation from utilities increased by 6.6% or 15 TWh year-on-year in April-May, which was largely met by hydro and renewables. Coal-based generation also increased by 2.5%, resulting in an increase in coal consumption by 4%. Coal imports continued to receive support from the realisation of tenders, increased generation from imported coal based power plants and a strong non-power sector demand. However, coal stocks situation has improved significantly from the lows of Q4 2018, both at power plants as well as mine sites. With normal rains expected to keep hydro strong this season, we take into account all these factors and discuss how these will affect the coal imports in H2 2019.
Table of contents
- Comfortable stock levels and soft seaborne prices keep a check on spot prices
- Strong demand results in record-high imports
- Domestic production slows as focus shifts to diluting stocks first
- Rising PCI rates result in higher imports replacing some high-cost hard coking coals
Tables and charts
This report includes the following images and tables:
- CIL performance in the spot market
- CFR India prices of imported coal
- Key thermal prices - history/forecast, nominal US$/t
- Key met prices - history/ forecast, nominal US$/t
- Monthly coal-fired generation
- Monthly hot metal and steel production
- Domestic coal stocks at power plants
- Imported coal stocks at power plants
- CIL raw coal production
- CIL coal despatches
- Seaborne thermal imports by origin
What's included
This report contains:
Other reports you may be interested in
Insight
Shandong site visit: key takeaways on China's adaptation to unprecedented copper market challenges
Negative spot TCRCs are causing adjustments across the copper value chain
$1,050
Insight
China’s NEA targets coal mine capacity violations
Can new guidelines rescue the prolonged bearish market?
$1,100
Commodity Market Report
Europe energy prices: January 2025
Europe energy prices provides a comprehensive outlook for fuel, carbon and power prices in Europe to 2050.
$15,000
