Indian Coal Outlook & Dynamics in India - 2018

Analysing Domestic and International Coal Outlook

As coal use continues to decline in many major economies of the world due to their adaptation towards cleaner, low carbon fuels. But, these offsets in demand of coal shall be filled up by India and other Southeast Asian countries as the thermal coal consumption in these economies is projected to remain high in coming years. However, India too has set up ambitious targets for developing renewable energy, aiming for 175 GW by 2022. Having said that, the future for coal still seems optimistic, given the much-anticipated increase in the power demand. Government’s initiative for “Power to All” coupled with the rapid economic growth indicates enough towards an increasing role of coal for meeting India’s electricity requirements.

Globally, the demand for coal has been stalled and has plateaued in the west. Whereas on the eastern side of the globe, the situation is different. Strong growth in the demand for coal is likely to be seen in the Asian countries such as India, Vietnam, Indonesia etc as it is one of the most preferred and reliable options for generating electricity in these countries. Imports in small pockets including Pakistan, Turkey & Malaysia shall also drive the demand but India being the centrifugal force is likely to witness a rise of close to 5% a year through 2021, while that in association with the Southeast Asian nations will jump 7.2% a year.

Key Queries Resolved

• What is the likely impact on coal imports with govt. focusing more on boosting domestic production?


• Which coal-rich country may become India’s next import destination?


• What will be the regulatory and policy outlook for domestic/imported coal in India?


• What will be the Demand-Supply dynamics of coking/non coking coal by 2022?


• What will be the imported coking/non coking coal dynamics of India by 2022?


• How is renewable capacity addition going to impact coal production?


• What is the future role of India in global coal trade?


• Could India significantly reduce its coal imports and under what conditions?


• What will be the fate of the Coal industry in near future?

BUSINESS CASE FOR INDIAN COAL OUTLOOK & DYNAMICS IN INDIA

• During the June quarter (2018), CIL achieved offtake growth of 12 percent followed by 15 percent growth in production


• Promising economic and industrial growth of the country driving massive energy and infrastructure demand


• Continuously dipping PLFs


• Only supercritical thermal power capacity addition after 2017


• Thrust on renewable capacity addition


• Greater interaction between the Indian and Global coal markets


• Paris Climate change pledges to reduce CO2 emissions

Unique Selling Points

• First-hand sector knowledge and inputs


• Primary research inputs from F2F interviews with domain experts


• Experts insights and market reviews are taken into consideration


• Validated data and analysis


• Opportunity mapping and market sizing


• Germinates from minds that think fresh to evolve pathfinding guide for all stakeholders through quality information and analysis


• Free query handling and analyst support for three months from the date of report procurement

Key Highlights

• Current Status of Coal Reserves in India & its Global Ranking


• Coal Category Wise Coal Reserves in India


• State Wise Status of Coal Reserves in India


• CIL’s Subsidiary Wise Coal Reserves in India


• YoY Metallurgical Coal Production in India – Tracking Historic Trends from April 2012-March 2017


• Recent Trends in the Coal Production of Metallurgical Coal from April 2017 – March 2018


• YoY Steam Coal Production in India – Tracking Historic Trends from April 2012 – March 2017


• Recent Trends in the Coal Production of Steam Coal from April 2017- March 2018


• Coal Demand drivers in India


• Coal Imports Outlook for India


• Evaluation of Major Coal Destinations for India


• Price Dynamics for Domestic and Imported Coal


• Evaluating Logistics and Price Benchmarks for Domestic and Imported Coals


• Domestic and International Asset Track

Report Insights

• Market Capitalization (In Percentage) of Players in Indian Coal Industry – Status as on March 2018


• Breakup of Savings in the Transportation Cost of Coal for Some of the Power Utilities in India, Status as on 2017


• Changes in the Proven Reserves of Coal Over the Years (In Focus Last Three Decades) for Major Regions Globally, With Last Estimates on Reserve to Production (R/P) Ratio, Status as on 2017


• Category Wise Break-up of Coal Reserves (MTs) in India for Both Coking & Non-Coking Coal Type, Status as on 2017


• Category Wise Share of Coal Reserves in India (In Percentage)


• Coal Type Wise Share of Reserves in India (In Percentage)


• Coal Type Wise Share in Coking Coal Reserves in India (In Percentage)


• Category Wise Break-up of Coal Reserves in India for Different Depths, Status as on 2017


• Coal Reserves in India, Tracking the Change in Inventory from April 2016 to April 2017


• State Wise Coal Inventory in India with their Percentage Share in Total Coal Reserves, Status as on 2017


• Track of Coal Inventory in India for Different Coalfields at Various Depths for the Major States, Status as on 2018


• Track of Coal Inventory from Various Coalfields in India for Major Coal Producing States, Examining Resources (Million Tonnes) Category Wise, As per Last Estimates on March 2018

A Must Buy For

• Investment Banking Firms


• Credit Rating Agencies


• Public Sector Banks & Lending Bodies


• Private Sector Banks & lending Bodies


• FII’s & Diligence Companies


• Private Thermal Power Project Developers


• Central Thermal Power Project Developers


• State Thermal Power Project Developers


• Steel & Iron Ore Producers


• ARCs


• Industry Associations


• Strategic Consultants


• Management Consultants


• Government and Regulatory Bodies


• Research Institutions/Bodies


• Cement Producers


• Coal Traders


• Coal Mining Companies (CIL and Subsidiaries)


• International Coal Mining Companies


• Logistics Companies