India Coal Short-Term Outlook March 2018: Growing Economy Sorting Out the Pains for Coal Imports

  • ID: 4542480
  • Report
  • Region: India
  • Wood Mackenzie
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Index of Industrial production grew more than 7% in December and February. Cement production was up 20%, steel production 5% and power generation 6% during December to February period as compared to the year before. This was all on a low base, as late 2016 and early 2017 was impacted by Demonetisation in November 2016. However, all this growth resulted in a 5% increase in coal demand over the same period. With several factors supporting India's growth story in 2018, we look at the potential impact of this demand on the seaborne market for thermal and metallurgical coal.
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  • Executive summary
  • Key market data
  • Prices
  • Cost pressure forcing CIL to increase prices
  • Demand
  • Higher coal-fired output and industrial production to support thermal coal demand
  • Industry consolidation to improve steel output and met coal demand
  • Supply
  • Coal sector reforms get a boost with commercial mining
Tables and charts
This report includes 11 images and tables including:

Images
  • 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
  • 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
Tables
  • Executive summary: Table 1
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