Market pulse › Thermal power
Thermal power
Today2 stories · 2 articles
Net tone▼ −50% today
Market checkCoal India +1.0%
Developing2 storylines
424 Sept
225 Sept
426 Sept
227 Sept
028 Sept
Policy● mixedGovt directs company-run power plants to supply surplus electricity in marketGovernment directed company-run power plants to supply surplus electricity to the marketPower sectorPower demand
Market move▼ bearishCoal stocks worsen as 77 thermal power plants face critical inventories77 thermal power plants face critical coal inventoriesCoalPower sectorShipping and logistics
Policy● mixedCentre orders captive coal plants to boost output and sell surplus powerDirections apply from October 1 to December 31CoalPower sectorPower demand
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 1CoalPower demandPower sector
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 1CoalPower demandPower sector
Policy● mixedAs stocks fall at power plants, govt mulls imported coal blendingCoalPower sectorCoal India
Policy▼ bearishPower ministry weighs mandatory imported coal blending as stocks dwindleThermal power station coal stocks fell to 22.9 million tonnes on September 19CoalPower sectorPower demand
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 coalCoalPower sectorPower demand
Market move● mixedHigh European gas prices push power producers back to coalNatural gasCoalPower 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 risesCoalPower demandPower sector
Policy● mixedDraft National Electricity Policy 2026 sent to Cabinet, proposes multiple power distributorsThe draft policy has been sent to the CabinetPower sectorPower demandPower transmission
Policy● mixedDraft National Electricity Policy 2026 sent to Cabinet for consultationThe draft policy has been submitted for Cabinet consultationPower sectorPower demandPower transmission