India has secured approximately 210 million metric tonnes (MT) of coal, As of March 2026,which is projected to be sufficient for nearly 88 days of consumption to manage the surge in summer power demand.
India has secured approximately 210 million metric tonnes (MT) of coal, As of March 2026,which is projected to be sufficient for nearly 88 days of consumption to manage the surge in summer power demand.
Amid rising international coal prices—driven by high Liquefied Natural Gas (LNG) costs resulting from Middle East conflicts—the Indian government is prioritizing domestic coal-based power generation to ensure energy security.
Key Details on India's Energy Strategy:-
Production Surplus: -
Domestic coal production has been hitting record levels, with total production reaching 997.826 MT in FY 2023-24 and exceeding 1 billion tonnes in FY 2024-25, allowing supply to outpace demand.
Coal Stocks: -
Besides the 210 MT in total, domestic coal-based power plants held nearly 55 MT, with an additional 5.5 MT in transit, as of late February 2026.
LNG Disruptions: -
Due to heightened tensions in West Asia and a halt in some LNG shipments, gas-based power generation is being reduced in favor of coal.
Summer Power Demand: -
The government has signaled that coal-fired plants will run at full capacity to avoid power shortages, aiming to maintain adequate, on-tap inventory.
With domestic production growing and stocks high, the government has aimed to reduce reliance on expensive imported coal, even while facing high demand.
MJF Lion ER YK Sharma
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