Commodity Market Report

India coal short-term outlook October 2021: How long will India’s coal crisis continue?

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14 October 2021

India coal short-term outlook October 2021: How long will India’s coal crisis continue?

Report summary

India is facing acute coal crisis led by domestic supply tightness and surging seaborne coal prices. Despite sufficient pit head stocks, inventory levels at power plants are critical. Thermal coal imports are being impacted due to soaring prices, but metallurgical coal imports are steady. Coal demand in Q4 is expected to remain strong, supported by firm outlook for most of the industrial sectors. However, domestic coal supply is going to improve gradually only, while no respite is expected from seaborne coal prices in the near term. Read on to find out more about these issues and our forecast for the Indian coal market.

Table of contents

  • Surge in domestic spot premium led by supply tightness and soaring seaborne coal prices
  • Firm thermal coal demand outlook supported by revival of economic activity
  • Metallurgical coal demand continues to thrive
  • Steel capacity additions by major mills
  • Supply-demand imbalance to bridge significantly with end of monsoon season

Tables and charts

This report includes 11 images and tables including:

  • CIL performance in the spot market
  • CFR India prices of imported coal
  • Key thermal coal prices: history/forecast, nominal US$/t
  • Key metallurgical coal prices: history/ forecast, nominal US$/t
  • Monthly coal-fired generation
  • Domestic coal stocks at power plants
  • Monthly hot metal and steel production
  • Imported coal stocks at power plants
  • CIL raw coal production
  • CIL coal despatches
  • Seaborne thermal imports by origin

What's included

This report contains:

  • Document

    Coal Markets India Short Term Outlook Data October 2021.xlsx

    XLSX 377.78 KB

  • Document

    India coal short-term outlook October 2021: How long will India’s coal crisis continue?

    PDF 1.17 MB