India's thermal coal supply recovers but replenishment yet to begin, nearly half of power plants face critical inventory shortage
智通财经2026/10/09 07:06(1) A statement indicates that, so far in October, the average daily coal supply to thermal power plants has increased by 9% compared to last month, while the pace of inventory consumption has also slowed down. (2) India's Ministry of Coal said on Friday that the situation is stabilizing, but restocking of inventories has not yet begun. (3) The ministry stated that in October, the average daily reduction in power plant inventory was 116,000 tons, compared to 243,000 tons in September. (4) On October 7, among the nearly 190 power plants monitored by the Ministry of Power, half had coal inventories below a quarter of their demand, categorizing them as in a critical inventory situation. (5) The Ministry of Coal said that maintaining 465 to 475 dedicated coal train shipments per day would help further stabilize supply and allow inventory replenishment ahead of the festival season and winter. (6) Peak electricity demand is expected to decline by mid-October.
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