The Indian coal industry, one of the largest in terms of reserve base and production level, has gained significant momentum in the past few years. Mainly dominated by PSUs like Coal India Ltd, which contributes over 75% of the country's total coal production, the industry has attracted government concern and investments. However, India has not been able to minimize its coal deficit despite huge resource base, and still depends on imports. As per our latest estimations, carried out in recent research report, the overall coal imports are anticipated to cross the 100 Million Metric Tons-mark in near future.
The coal demand has been rising constantly in India on back of high demand from major coal consuming sectors, including power, cement and steel. Our study also analyzed that plentiful coal reserves in Jharkhand, growing industry demand mainly by power sector, and the increasing government support will boost the coal production in the country. We estimate that coal production will grow at a CAGR of around 9% during 2011-12 to 2013-14. It is also anticipated that the demand for thermal coal and coking coal by power and steel sectors, respectively, will gain momentum in near future.
We also observed that the Indian coal industry is set to witness a great boost in near future on back of strong government support and rising mergers and acquisitions of coal mines in overseas market. The presence of vast opportunities in coal washeries is also encouraging players to infuse money in them. Recently, de-allocation of coal blocks and stake sales in PSUs were among the major steps taken by the government to boost production and investment in the coal industry.
While analyzing the pricing mechanism, we found that Coal India's latest pricing system, adopting Gross Calorific Value (GCV) method, would have a minimal impact on power consumers, while non-power consumers would be affected the most. On distribution front, we observed that under-developed infrastructure has been creating problems for transportation of coal to various power plants across the country. The situation is expected to get worse if railways, roads and ports are not developed in pace with the capacity addition program. Moreover, detailed information on key market players and government initiatives has been included in the comprehensive study to present a balanced outlook of the Indian coal industry to clients.
Table of Contents
1. Analyst View
2. Research Methodology
3. India's Stand in Global Coal Industry
3.1 By Production
3.2 By Consumption
4. Emerging Market Trends
4.1 Focus on Clean Coal Technology (CCT)
4.2 Rising Domestic Demand
4.3 Growing Wave of M&As to Acquire Overseas Mines
4.4 Increasing Government Support
4.5 Coal Upgradation Technology
5. Indian Coal Industry Performance
5.1 Resources
5.1.1 By Type
5.1.2 By Geography
5.1.2.1 Jharkhand
5.1.2.2 Odisha
5.1.2.3 Chhattisgarh
5.1.2.4 Paschimbanga
5.1.2.5 Madhya Pradesh
5.1.3 Non-coking Coal by Grade
5.2 Production
5.2.1 By Type
5.2.2 By Company
5.2.3 By Opencast and Underground Mines
5.2.4 By Captive Blocks
5.3 Demand
5.3.1 By Type
5.3.2 By Industry
5.4 Supply
5.4.1 By Type
5.4.2 By Industry
5.5 Trade
5.6 Coal Washeries
5.7 Investment
5.7.1 By Company
6. Coal-based Potential Areas
6.1 Coal Bed Methane (CBM)
6.2 Coal Mine Methane (CMM)
6.3 Coal to Liquid
7. Coal Pricing
8. Distribution Model of Coal Industry
9. Clean Coal Technology (CCT)
9.1 Coal Beneficiation Technology
9.2 Coal Combustion Technology
9.3 Coal Conversion Technologies
9.4 Post-combustion Technology
9.4.1 Combined Cycle Technologies
9.4.2 Underground Coal Gasification
9.4.3 Molten Carbonate Fuel Cell
9.4.4 Magneto-hydro-dynamic Power
9.4.5 Advanced Combustion Technologies
9.4.6 Carbon Capture and Storage Technology
9.5 CCT Roadmap
10. Demand Potential by Industry Verticals
10.1 Cement Industry
10.1.1 Future Installed Capacity
10.1.2 Recent Developments
10.2 Steel Industry
10.2.1 Crude Steel Production
10.2.2 Recent Developments
10.3 Power Sector
10.3.1 Installed Capacity
10.3.2 Coal based Thermal Power Capacity
11. Government Initiatives
12. Key Players
12.1 Coal India Ltd.
12.2 Singareni Collieries Company Ltd.
12.3 Neyveli Lignite Corporation Ltd.
List of Figures
Figure 3-1: Global - Hard Coal Production by Country (%), 2010
Figure 3-2: Global - Coal Consumption by Country (%), 2010
Figure 5-1: Proved Coal Resources (Million Metric Tons), 2008-2011
Figure 5-2: Coal Resources by Type (Million Metric Tons), 2011
Figure 5-3: Non-coking Coal Resources by Grade (Million Metric Tons), 2011
Figure 5-4: Coal Production (Million Metric Tons), 2008-09 to 2013-14
Figure 5-5: Coking Coal Production (Million Metric Tons), 2008-09 to 2013-14
Figure 5-6: Non-coking Coal Production (Million Metric Tons), 2008-09 to 2013-14
Figure 5-7: Coal Production by Company (Million Metric Tons), 2008-09 to 2010-11
Figure 5-8: Coal Production by Opencast and Underground Mines (Million Metric Tons), 2007-08 to 2010-11
Figure 5-9: Coal Production from Captive Blocks (Million Metric Tons), 2007-08- 2011-12
Figure 5-10: Coal Demand (Million Metric Tons), 2008-09 to 2013-14
Figure 5-11: Coal Demand by Type (%), 2011-12
Figure 5-12: Coal Demand by Industry (%), 2011-12
Figure 5-13: Coal Supply (Million Metric Tons), 2008-09 to 2013-14
Figure 5-14: Coal Supply by Type (Million Metric Tons), 2008-09 & 2009-10
Figure 5-15: Coal Supply by Industry (%), 2010-11
Figure 5-16: Coal Import (Million Metric Tons), 2007-08 to 2013-14
Figure 5-17: Washed Coking Coal Production (Million Metric Tons), 2007-08 to 2010-11
Figure 5-18: Washed Non-coking Coal Production (Million Metric Tons), 2007-08 to 2009-10
Figure 5-19: Investment in Coal Industry (Billion INR), 10th & 11th Five Year Plan
Figure 5-20: Investment in Coal Companies (Billion INR), 2007-08 to 2011-12
Figure 10-1: Cement Installed Production Capacity (Million Metric Tons), 2011-12 to 2013-14
Figure 10-2: Share of Cement Installed Production Capacity Addition by Region (2009-10 to 2012-13)
Figure 10-3: Crude Steel Production (Million Metric Tons), 2009-2013
Figure 10-4: Installed Power Generation Capacity (GW), 2009-10 to 2013-14
Figure 10-5: Coal based Thermal Power Capacity (GW), 2008-09 to 2010-11
List of Tables
Table 3-1: Global - Top 10 Countries by Hard Coal Production (Million Metric Tons), 2010
Table 3-2: Global - Top 10 Countries by Coal Consumption (Million Metric Tons), 2010
Table 4-1: Major Mergers and Acquisition Deals (2010 & 2011)
Table 5-1: Coal Resources by State (Million Metric Tons), 2011
Table 5-2: Jharkhand - Coal Resources in Coal Fields (Million Metric Tons), 2011
Table 5-3: Odisha - Coal Resources in Coal Fields (Million Metric Tons), 2011
Table 5-4: Chhattisgarh - Coal Resources in Coal Fields (Million Metric Tons), 2011
Table 5-5: Paschimbanga - Coal Resources in Coal Fields (Million Metric Tons), 2011
Table 5-6: Madhya Pradesh - Coal Resources in Coal Fields (Million Metric Tons), 2011
Table 5-7: Sector-wise Allotment of Captive Coal Blocks
Table 6-1: Number of CBM Blocks by State and Area
Table 6-2: Number of Mines by Methane Content
Table 7-1: Pithead Run of Mine Non-coking Coal Price (INR/Metric Ton)
Table 7-2: Run of Mine Coking Coal Prices by Company and Grade (INR/Metric Ton)
Table 7-3: Run of Mine Semi Coking Coal Prices by Company and Grade (INR/Metric Ton)
Table 7-4: Run of Mine Direct Feed Coking Coal Prices (INR/Metric Ton)
Table 7-5: Increase in Domestic Coal Prices for Cement Industry
Table 8-1: Coal Distribution by Mode of Transport (%), 2010-11
Table 12-1: CIL - Coal Reserves (Million Metric Tons), 2010
Table 12-2: CIL - Coal Raw Production (Million Metric Tons), 2008-09 to 2011-12
Table 12-3: SCCL - Coal Reserves by Grades (Million Metric Tons), 2010
Table 12-4: SCCL - Key Statistics (2008-09 to 2010-11)
Table 12-5: NLC - Lignite Production (Million Metric Tons), 2008-09 to 2010-11
Table 12-6: NLC - Gross Sales (Billion INR), 2007-08 to 2009-10
