THERMAL COAL IMPORTS
Iran war exposes cost of Asia's fossil fuel reliance
The latest global energy shock highlights the risks of fuel import dependence, with Bangladesh hit hard by soaring LNG costs after supply disruptions, forcing costly spot purchases. In contrast, Pakistan’s shift to solar reduced reliance on imports and cushioned the impact. The divergence underscores the need for emerging economies to accelerate clean energy adoption to limit exposure to price volatility.
Plants built for imported coal being tested for local blends
The trials, covering 10 units with a combined capacity of about 18,000 MW, will determine the extent to which such plants can shift to domestic supplies, people familiar with the matter said. The exercise is evaluating operational feasibility, including the impact on efficiency, combustion and equipment performance.
Coal stock adequate for 90 days available: Union Coal Minister Kishan Reddy
India now holds over 200 million tonnes of coal, enough for 90 days, a significant increase from previous stock levels. The nation achieved one billion tonne coal production for the second consecutive year. The government is actively working to reduce import dependence and boost self-reliance in the minerals sector. Reforms and auctions are driving progress in this vital area.
Coal imports fall 8.5% in February amid high stockpiles, firm global prices
India's coal imports saw an 8.5 percent drop in February, reaching 16.55 million tonnes. This decline was driven by high domestic coal stockpiles and firm international prices. The trend is expected to continue as domestic miners work to reduce their inventories. Coal stocks at thermal power plants remain robust, ensuring uninterrupted power generation.
The right mix: Annuity income, domestic focus and fresh demand. 6 power sector stocks with upside potential of up to 40%
The failure of the US and Iran to arrive at an agreement to end the Gulf war will only rattle global markets further. But even in the midst of all the uncertainty and turbulence, there have been some sectors that have displayed resilience. Focused on domestic demand with annuity-like income streams from regulated tariffs, these sectors offer stability when global risks loom. One such sector has long suffered customer payment woes despite growing demand, but now stands to benefit from a new development that will push demand higher, but with deep-pocketed clients and assured payments.
India defers power plant maintenance to add 10 GW capacity for summer peak demand
India is boosting electricity supply for summer. Maintenance shutdowns at thermal power plants are postponed. This adds 10,000 MW of power. Imported coal plants are running at full capacity. Coal stocks are maintained. India's electricity system remains strong. Installed capacity exceeds 531 GW. Over 22,000 MW will be added in three months.
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Time to increase the risk quotient? Maybe, but selectively: 5 large-caps from different sectors with upside potential of up to 28%
With Israel refusing to play ball and Iran maintaining its vice-like hold on the Strait of Hormuz, the ceasefire declared by US President Trump just a day ago already looks fragile. Little wonder, then, the market is not seeing any of the euphoria of Wednesday and is now under pressure once again. Of course, Thursday’s downmove could well be due to profit-booking after the big gains notched up yesterday. Either way, it is a time to be cautious and selective.
Unconventional ways during war and uncertain times: 4 stocks with dividend yield of up to 5.9%
A high dividend yield by itself is not a sign of safety. Sometimes, a stock yields more only because the price has collapsed for a valid reason. Sometimes, the market is signalling that the dividend is unsustainable. And sometimes a management that has cash to reward shareholders simply chooses not to do so. Dividend investing, therefore, is not about buying the highest yield on the screen. It is about judging the credibility of that yield. The first test is the company’s dividend record. Has it paid consistently across cycles? Has it treated dividend as a regular shareholder return tool, or as a sporadic gesture during good years?
5 stocks with consistent score improvement and upside potential of up to 26% in 1 year, according to analysts
Here are three questions. First: When will the war end? Second: How long will it take to rebuild destroyed infrastructure? Third: How will the geopolitical situation pan out after? The answers to all three are up in the air. So, there is really no point in trying to figure out what will happen to the global equity markets. There is, however, one fact to consider: The market is in the habit of sharply pricing in events. And the short covering it witnessed on Thursday was perhaps the first indication of what is in the store. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Major Coal India arms report drop in production in FY26
Coal India subsidiaries BCCL, CCL, WCL, and MCL saw production drop in FY26. This occurred as India increased coal reliance due to global gas supply disruptions. SECL and NCL registered growth. Experts noted potential spoilage risks with aggressive targets. CIL met contractual coal supply commitments for power plants and industry. Adequate stocks are expected for peak summer demand.
PM Modi chairs CCS meet to ensure fuel, fertiliser, power supply amid West Asia conflict
Prime Minister Narendra Modi chaired a high-level meeting to review preparedness for the West Asia conflict. The focus is on ensuring uninterrupted supply of fuel, fertilisers, and power. Measures are being taken to diversify sourcing of petroleum products and ensure adequate power availability.
5 stocks from different sectors with score improvement and upside potential of up to 33% in one year, according to analysts
While today’s market is surely pricing in the fresh developments in the Gulf region, also remember it is, in some senses, the last day of the current financial year. That is the reason why sectors like banks – which are still sitting with gains despite all the corrections – are witnessing strong cuts thanks to profit-booking. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Iran war’s gas supply shock pushes top consumers back to coal
A second gas supply crunch in just over four years is pushing countries across Europe and Asia to fall back on the black stuff, perceived as a readily available alternative. Add in US political support, and coal’s long goodbye begins to look even more protracted, a reversal that threatens to undo years of progress on curbing harmful emissions.
Assam tea estates face labour shortage as absenteeism tops 50%
Tea estates face severe labor shortages and rising costs, impacting production and profitability. Despite a modest increase in Assam's tea output, declining prices and increased imports pose significant challenges. The industry calls for quality improvement, market diversification, and supportive government policies for long-term sustainability.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
With crude prices cooling down on a relative basis thanks to US President Trump’s claims about talks with Iran, there has been some recovery in the global equity markets. This includes the Indian market as well. The difference in India, however, is this: Higher crude prices bring with it the kind of disruption that will have a much broader impact as compared to other emerging markets.
Power Ministry directs imported coal based plants to run at full capacity from April 1
India's Power Ministry has ordered imported coal-based power plants to run at full capacity for three months starting April 1. This directive aims to prevent electricity shortages during the summer. Peak power demand is projected to reach 270 Gigawatts. This measure ensures sufficient power supply to meet the anticipated surge in demand across the country.
The other Ether-blend solution: How DME could ease India’s LPG crisis
India is embarking on an innovative journey by mixing dimethyl ether (DME) with cooking gas to lessen its dependency on imported LPG. This strategy utilizes the current LPG infrastructure, offering a smart and practical solution for enhancing energy independence.
India’s coal imports dip 4.2% as domestic production rises amid global price surge
India's coal imports saw a significant drop of 4.2 percent in the April-January period. This decline is attributed to a strong push for self-reliance and surging domestic coal production. Global thermal coal prices are also firming up, suggesting imports will remain subdued. Domestic production is projected to grow substantially in the coming years to meet rising energy demands.
GATE 2026 Results: Check full list of job opportunities. Top PSUs like ONGC, NTPC, HAL, GAIL & BHEL to hire this year
GATE 2026 results are imminent, unlocking doors to top IITs, NITs for MTech and PhD. A strong score also paves the way for lucrative jobs in numerous Public Sector Undertakings like BHEL, IOCL, and NTPC. Furthermore, qualifying candidates can secure financial aid for postgraduate studies, making GATE a crucial step for career advancement.
Sing the Body Electric: Why Iran War is India’s Edison Moment
The dangers of depending on oil imports have once again been exposed. It's time to start thinking long term about ways to electrify our economy. They are already a key power source for our households, but we need to cannonball efforts to make it a source to manufacture molecules, materials as well as machine learning.
Stocks in news: Tata Motors PV, Hindalco, IDBI Bank, Waaree Energies, Adani Total Gas
Markets experienced a sharp decline on Friday, extending the ongoing corrective phase due to persistent geopolitical tensions. Analysts suggest any recovery will face significant resistance, advising investors to maintain caution and a selective trading approach. Several companies, including Tata Motors PV, Hindalco, and Adani Total Gas, are in focus due to recent news developments.
Coal India aims to ensure power at just price amid West Asia Crisis: Official
Amidst the West Asia crisis impacting imported coal costs, Coal India Ltd (CIL) is committed to providing power at a "just price" to India. The company assures adequate domestic coal sufficiency with robust stockpiles at pitheads and power plants, ready to meet anticipated summer demand and ensure energy security.
Market strategy in times of war – and post-war. 11 large-cap stocks from two sectors which fit the bill for both times
Things are escalating. Despite US President Trump’s initial promise of a short and sharp war, the conflict is widening – and shows no sign of ending anytime soon. The Iranian chokehold on the Strait of Hormuz and the resultant surge in oil prices has sent markets into a tizzy globally. Sitting out the crisis is a good option, of course. But if someone put a gun to your head and forced you to invest money – what should you look at? A sector where there is demand and an element of annuity income; one that is not impacted by high crude oil prices.
Jefferies raises Coal India target price, says valuation reasonable
Jefferies has raised Coal India target to Rs 485, citing reasonable valuation and improving earnings. The brokerage forecasts 9% CAGR in FY26–28, supported by higher e-auction premiums, rising dispatch volumes, and a rebound in power demand. Coal India remains a cash-rich, high-dividend PSU stock with strong market share.
India's small steelmakers face production cuts amid LNG shortages due to Iran war
Scores of small Indian steel producers are warning of significant production cuts, with some facing a complete halt, due to escalating Middle East conflict disrupting gas supplies. This disruption, coupled with rising coal costs fueled by geopolitical tensions, is severely impacting the margins of these manufacturers, particularly in Gujarat.
India to boost coal use for summer power as Mideast crisis hits LNG supplies
India anticipates increased reliance on coal power this summer. Tight liquefied natural gas supplies are impacting generation plans. Power companies have not bid for gas-based power. The government is preparing coal plants for higher output. India has ample capacity from coal, nuclear, hydro, and wind to meet demand. This shift ensures electricity availability for consumers.
India may face $7–8 billion higher monthly import bill as crude surges
As international energy prices skyrocket, India's economy finds itself grappling with a daunting hurdle. Experts foresee a staggering outflow of USD 7-8 billion in foreign currency each month. The escalation in crude oil and natural gas costs not only stirs worries over inflation but also threatens to widen the current account deficit.
Iran war oil spikes aren't an energy crisis — at least not yet
While the American attack on Iran poses risks to the global economy, it is unlikely to trigger a 2022-style inflation shock. Current energy market conditions, with limited commodities affected and moderate price increases, do not resemble past severe energy crises. Refined petroleum products, however, warrant attention as their prices rise faster than crude oil.
China imports the most energy, but is best placed on Iran
China's large energy reserves offer protection against rising global oil and gas prices. The nation's refiners may profit from increased exports of refined products. China also benefits from discounted Russian and potential Iranian crude. Domestic price controls shield consumers from inflation. Similar advantages exist for coal and LNG imports, ensuring stable domestic supply.
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