What is happening in #India’s #coal sector?
#Coalblock auctions find few bidders; @CoalIndiaHQ mulls diversification into manufacturing; power producers like @ntpclimited and @AdaniOnline eye not just coalblocks but also discoms. 1/10
In this set of articles, @carboncopyinfo and I argue much of this churn is explained by the ongoing crisis in coal-based power. As the sector drifts, India’s coal-majors – be it miners or coal-based power generators – are planning their own pivots. 2/10
And so, this thread.
Story One: Why Coal-Based power is in trouble (and why things won’t improve). carboncopy.info/strange-times-… 3/10
Story Two: The Coal India pivot from power to manufacturing (how much additional coal can this consume, however) carboncopy.info/peering-inside… 4/10
Story Three: The Adani/NTPC response to worsening economics of coal-based power = vertical integration to generate additional efficiencies. Which, however, comes with costs like oligopoly and worse. carboncopy.info/indias-thermal… 5/10
Hardwired into these responses is the larger story of how India’s coal consumption graph will look in the coming years. The answer – no surprises here -- sizably hinges on how India’s solar sector does. 6/10
Background: This set of reports follow a similar dive into the country’s Gas sector. Can the sector account for 15% of India’s energy mix? carboncopy.info/can-gas-accoun… 7/10
In short, thanks to extraordinary mismanagement, no. carboncopy.info/why-indias-gas… 8/10
In the process, however, commiting to expensive imported Gas, India is creating fresh problems for itself. carboncopy.info/the-four-hidde… 9/10
Next up: Solar. 10/10
ps: as a bonus, a look at what is up in china. vox.com/2021/4/6/22369…

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