Coal India foresees 53-MT shortage in FY26 at 100 pct supply level
Coal India (CIL) has estimated that coal supplies by it by the end of FY26 will be lower than what is required to meet 100% of its committed volumes to buyers by 53.3 million tonne (MT). Shortages would persist even if it is able to meet the FY26 production target of 1,000 MT.
However, the company would have a surplus availability of 40.8 MT in FY24, if it supplies at ‘trigger level’ — a technical jargon for assured minimum commitment volume. The surplus is contingent on CIL producing 880 MT in FY24.
On June 24, CIL made a presentation to the Union coal ministry on the coal balance scenario based on the projected demand of the fuel. Apart from the fuel supply agreements (FSAs) already tied up with various power plants, the CIL presentation also takes into consideration the possible future commitments under Presidential directives for electricity generation capacities which currently have no power purchase agreements (PPAs) and FSAs.
