Kpler(@Kpler):India’s coal imports set to rise India is likely to step up thermal coal imports from October 2026 as strong power demand and weaker domestic production draw down utility inventories. #Coal generation rose to 114 TWh in August, nearly 14% above last year, while power sector consumption rises to roughly 77 Mt. At the same time, power plant stocks are forecast to fall to around 27 Mt, about half their year earlier level. Domestic production should recover from October, but may not be sufficient to rebuild inventories quickly. With hydro generation weak and #solar output easing into winter, seaborne coal will become increasingly important for maintaining supply security. Stay ahead of the market with #Kpler Insight:

2026.09.01 13:15

India’s coal imports set to rise India is likely to step up thermal coal imports from October 2026 as strong power demand and weaker domestic production draw down utility inventories. #Coal# generation rose to 114 TWh in August, nearly 14% above last year, while power sector consumption rises to roughly 77 Mt. At the same time, power plant stocks are forecast to fall to around 27 Mt, about half their year earlier level. Domestic production should recover from October, but may not be sufficient to rebuild inventories quickly. With hydro generation weak and #solar# output easing into winter, seaborne coal will become increasingly important for maintaining supply security. Stay ahead of the market with #Kpler# Insight: