Current Status and Outlook of India's Coal Supply and Demand FY2025

Overview

Survey report on "Current Status and Outlook of India's Coal Supply and Demand FY2025" published by the Japan Oil, Gas and Metals National Corporation (JOGMEC). This comprehensively analyzes the latest trends and future prospects of coal supply and demand in India, which continues to experience rapid economic growth. ## Key Points ### 1. Report Overview - **Publishing Institution**: JOGMEC Coal Development Department - **Publication Date**: June 30, 2025 - **Survey Year**: FY2025 (Reiwa 7) - **Target Country**: India ### 2. Importance of India's Coal Supply and Demand - **World's Second Largest Coal Consumer**: Massive market following China - **Rapid Economic Growth**: Continuous expansion of energy demand - **Coal Dependency**: Approximately 70% of power supply depends on coal-fired power - **Impact on International Markets**: Supply and demand trends significantly affect global coal markets ### 3. Current Status of Coal Production - **Domestic Production Capacity**: World's second largest coal producer - **Major Coal Mining Regions**: Chhattisgarh, Odisha, Jharkhand - **Production Expansion Plans**: Government-led production increase policies - **Quality Challenges**: High ash content, low calorie domestic coal ### 4. Coal Demand Trends - **Power Sector**: Largest coal consuming sector - **Steel and Cement Industries**: Increasing demand for coking and thermal coal - **Demand Growth Rate**: Continuing annual increase of 5-7% - **Seasonal Variations**: Peak power demand during monsoon and summer seasons ### 5. Import Trends and Challenges - **Import Dependency**: Continued import of high-quality coal (coking coal) - **Major Import Sources**: Indonesia, Australia, South Africa - **Port Infrastructure**: Port capacity expansion plans - **Price Sensitivity**: Vulnerability to international price fluctuations ### 6. Infrastructure and Logistics - **Railway Transport**: Primary means of coal transportation - **Dedicated Freight Corridors**: Development of Eastern and Western dedicated freight railways - **Port Facilities**: Strengthening imported coal receiving capacity - **Inland Transport**: Improvement of last-mile connectivity ### 7. Environmental Policy and Coal Utilization - **Clean Coal Technology**: Promotion of ultra-supercritical power generation - **Air Pollution Control**: Strengthening emission standards - **Carbon Neutral Target**: Declaration to achieve by 2070 - **Renewable Energy**: Coexistence scenario with coal ### 8. Future Outlook (to 2030) - **Demand Forecast**: Expected increase to 1.5 billion tons annually - **Self-sufficiency Rate Improvement**: Plans for significant expansion of domestic production - **Technological Innovation**: Development of coal gasification and CTL (coal-to-liquid) technologies - **Investment Opportunities**: Infrastructure development and technical cooperation sectors ### 9. Implications for Japanese Companies - **Technical Cooperation**: Opportunities to provide high-efficiency coal-fired power generation technology - **Infrastructure Investment**: Possibility of participation in port and logistics sectors - **Coking Coal Supply**: Diversification of supply chains to Japan - **Environmental Technology**: Collaboration in clean coal technology This report is an important document that analyzes in detail the current state and future of India, one of the world's largest coal consuming markets. In particular, India's coal policy, which seeks to balance economic growth with environmental measures, is attracting attention as an important factor affecting the entire Asian energy market.