Market pulse › Coal
Today6 stories · 7 articles
Net tone▲ +43% today
Market checkCoal India +1.0%
Developing3 storylines
224 Sept
725 Sept
726 Sept
227 Sept
428 Sept
Policy● mixedCaptive coal plants asked to maintain stocks from October 1: What it means for India's power supplyThermal powerPower sector
Expansion▲ bullishIEX subsidiary seeks licence to launch a physical coal trading exchangeIndian Coal Exchange has applied to the Coal Controller Organisation for a trading licenceIndian Energy Exchange
Expansion▲ bullishIEX broadens its energy market footprintIEX subsidiary Indian Coal Exchange applied to the Coal Controller Organisation for a licenceIndian Energy Exchange
IPO▲ bullishCoal India Unit SECL said to hire banks for $800 million IPOSECL appointed ICICI Securities, SBI Capital Markets, Motilal Oswal and IDBI Capital Markets as advisersCoal IndiaMetals and miningBanks
Market move▼ bearishCoal stocks worsen as 77 thermal power plants face critical inventories77 thermal power plants face critical coal inventoriesThermal powerPower sectorShipping and logistics
Deal● mixedSTLL acquires Advent Coal Resources, Sainik Mining and Allied Services for Rs 922 croreMiningMetals and mining
Policy● mixedCentre orders captive coal plants to boost output and sell surplus powerDirections apply from October 1 to December 31Thermal powerPower sectorPower demand
● mixedTrump-Xi Summit Yields Coal-Buying Pledge As Tariff Talks ExtendTrump and Xi pledged coal purchases as tariff talks continue after their Washington summitUS–ChinaTrade and tariffsDonald Trump
Policy▼ bearishCentre orders captive coal plants to maximise output from October 1 amid rising power demandThe directive requires captive coal plants to run at full capacity from October 1Thermal powerPower demandPower sector
● mixedChina agrees to buy 10 million tonnes of US coal in 2027 and 2028China is set to buy 10 million tonnes of US coal across 2027 and 2028ChinaUS–ChinaDonald Trump
Order win▲ bullishIndia orders 112 captive coal plants to run at full capacity from October 1The government ordered 112 captive coal plants to operate at full capacity from October 1Power demandThermal powerPower sector
Deal▲ bullishSAIL signs MoU with BCCL for joint development of coal blocksSAIL and BCCL signed an MoU to jointly develop and operate two coal blocksSAILMetals and miningCoal India
Policy● mixedAs stocks fall at power plants, govt mulls imported coal blendingThermal powerPower sectorCoal India
IPO▲ bullishCoal India subsidiary SECL prepares for an $800 million IPOSouth Eastern Coalfields is reported to be planning an $800 million IPOCoal IndiaListing rulesBanks
Policy▼ bearishPower ministry weighs mandatory imported coal blending as stocks dwindleThermal power station coal stocks fell to 22.9 million tonnes on September 19Thermal powerPower sectorPower demand
Deal▲ bullishSteel Authority of India and Bharat Coking Coal signs MoUSAIL and Bharat Coking Coal signed an MoU to jointly develop and operate coal blocksSAILBharat Coking CoalSteel
Deal▲ bullishSAIL, Bharat Coking Coal sign MoU to jointly develop two coking coal blocks in West BengalSAIL and Bharat Coking Coal signed an MoU to develop two coking coal blocks in West BengalSAILBharat Coking CoalSteel
Policy● mixedIndia considers requiring power plants to blend up to 5% imported coalOfficials are discussing mandatory blending of up to 5% imported coal with domestic coalThermal powerPower sectorPower demand
Broker call▲ bullishHere's why Coal India share price could go up to ₹500 as per JefferiesJefferies expects higher global coal prices to support e-auction pricesCoal IndiaMetals and mining
Market move▲ bullishCan Coal India’s higher realizations sustain its stock recovery?Higher e-auction premiums and tighter coal inventories are supporting realizationsCoal IndiaMining
Market move● mixedHigh European gas prices push power producers back to coalNatural gasThermal powerPower sector
Data▲ bullishCoal expected to provide half of India’s power through 2035-36Coal is expected to generate **half of India’s electricity** by 2035-36 as power demand risesThermal powerPower demandPower sector