Indian Coal Outlook 2016

February 2017 | 500 pages | ID: I3FE0894FBDEN
Eninrac Consulting Private Limited

Abstracts

Indian coal imports more than tripled from 64 MT in 2010 to 194 MT in 2014 as thermal generation grew at a rapid pace, while the growth in domestic production remained low. The demand for coal continued to grow in 2015 with thermal generation up a healthy 6%. However, in 2015 the growth in domestic coal production was even higher at more than 8%, the highest growth rate in at least 11 years. With production growth exceeding consumption growth, imports started to decrease and was down 16% Year on Year (YoY) in the second half of 2015. Imports continued down in first few months of 2016, but imports in June and July were back in growth territory. Thermal power generation growth has slowed down in recent months, leading to dipping PLFs (Plant load Factors) and hence domestic coal production has also nosedived. In August and September, the YoY production growth was negative with -6% & -10% respectively and hence Year to Date coal production came down to a spare +2%.

Contents

1. EXECUTIVE SUMMARY

2. DOMESTIC COAL FIELD AND MINING IN INDIA

3. DOMESTIC COAL DEMAND SUPPLY DYNAMICS 2022

3.1 Demand Supply Dynamics of Coking Coal 2016
3.2 Demand Supply Dynamics of Coking Coal 2017-22
3.3 Demand Supply Dynamics of Non Coking Coal 2016
3.4 Demand Supply Dynamics of Non Coking Coal 2017-22

4. COAL MINING IN INDIA- EVALUATING COST DYNAMICS

4.1 Mining by CIL
4.2 Captive Coal Mining

5. LOGISTICS OPTIONS FOR DOMESTIC COAL

5.1 Transport through Railways
5.2 Transport through Roadways

6. ROLE OF COAL WASHING

6.1 For Iron and Steel Plant
6.2 For Power Plants

7. IMPORTED COAL DESTINATIONS FOR INDIA

7.1 Indonesia
7.2 Australia
7.3 South Africa
7.4 Mozambique
7.5 Canada
7.6 United States of America
7.7 Colombia

8. IMPORTED COAL SUPPLY DYNAMICS

8.1 Demand Supply Dynamics of Coking Coal 2016
8.2 Demand Supply Dynamics of Coking Coal 2017-22
8.3 Demand Supply Dynamics of Non Coking Coal 2016
8.4 Demand Supply Dynamics of Non Coking Coal 2017-22

9. PRICE ANALYSIS OF IMPORTED COAL IN INDIA

9.1 Country of Origin Wise
9.2 Category Wise
9.3 Port Wise
9.4 Distance Wise Inland Transportation

10. TRACKING LOGISTICS FOR IMPORTED COAL

10.1 Major Logistics Service Provider
10.2 Vessel Rates for Coal Supplies

11. PRICE BENCHMARKING OF DOMESTIC AND IMPORTED COAL

11.1 Domestic Coal Price Benchmark
11.2 Imported Coal Price Benchmark
11.3 Domestic Vs Imported Coal Benchmarking

12. ASSET TRACK – DOMESTIC

12.1 End User Plant Wise
12.2 Supplying Agency Wise

13. ASSET TRACK - INTERNATIONAL

13.1 Country Wise
13.2 Tied Up Mine Resource Wise
13.3 Acquired Mine Wise
13.4 Country Wise Tracking of Likely Assets Acquisitions

14. INDIA’S CONTRACTS IN INTERNATIONAL COAL MARKET

14.1 Analysis of past Deals & Contracts

15. CONCLUSION

16. ANNEXURES