According to government data, the import of coal through TPPs, including imported coal -based (ICB) factories, decreased by 24 percent yoj to 4.02 MT in July 2025 | Photocredit: Sushil Kumar Verma
After relatively stable coal import by India in June 2025, the loads were printed in July, despite a production fall, because sufficient reserves at Thermal Power Plant (TPP) ended the appetite for import.
According to the global real-time data and analysis provider Kpler, Indian coal import fell by almost 18 percent month-on-month (MOM) and 12 percent on an annual basis (YOY) to 12.08 million tons (MT) in July 2025.
Alexis Ellender, senior lead dry bulks insight at Kpler, noted that the decrease in the shipments of thermal coal meant that the cumulative coal import of India withdrew to a low -month -old five -month from 19.63 MT in July, with 1.01 mt JOJ, what the first fall in trade in March.
“The import of thermal coal fell by 1.70 Tjoy to the lowest level since February at 12.08 mt. Despite a decrease of 12 percent in the domestic coal production of India in July, ample supplies provided a buffer that limited the import demand,” he said line.
Kolenalists from KPLER expect that the import of thermal coal will remain weak for the rest of August and September before he recorded in the fourth quarter (October-December 2025), Ellender emphasized.
According to the government data, the import of coal by TPPs, including imported coal -based (ICB) factories, decreased by 24 percent yo -jo to 4.02 MT in July 2025. In April -Yuli 2025 the import decreased by 22 percent yoj to 19.28 mt.
Coal consumption also fell in July 2025. According to the National Power Portal, TPPs cumulatively consumed 70.9 MT coal last month, a decrease of 2.6 percent yoj.
While imported coal consumption fell by a steep 24.5 percent JoJ to 4 MT, the decrease in consumption from domestic sources on an annual basis at 60.1 MT in July 2025 was.
The coal production and shipment of India fell for the second consecutive month in July 2025, because the rain showers of the monsoon influenced. Production fell by more than 12 percent ye JJ to 64.86 MT in July. The output fell by almost 18 percent on a monthly basis. Pan-India Coal Dispatch In July 2025, JoJ fell by 9 percent and about 13 percent mother to 73.57 Mt.
Historically, coal and my operations enter the slow lane during the four-month monsoon season. They pick up from October to March in line with the festival, the marital season and the travel season.
Good and early rainfall throughout the country filled in the demand for power, which reflected in a lower generation of stream of coal. In July 2025, the India -based current generation of India fell by almost 4 percent yoJ and 1.12 percent mother.
On the other hand, the generation rose from renewable energy sources (RES) by approximately 14 percent yej and 0.7 percent mother in July. Hydro Power Generation also rose by 22 percent yo -yo and 29 percent mother.
According to JM Financial, the PLF of coal -fired and gas -fired factories, respectively, was 63 percent and 17 percent, respectively in July 2025 compared to 68 percent and 14 percent in July 2024, respectively.
Published on September 16, 2025
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