India weighs imported coal blending as domestic stocks hit critical lows

India's power sector faces mounting supply pressures as coal stocks at thermal generating stations fell to 22.9 million tonnes on September 19, translating to just seven days of fuel cover. The concerning inventory position reflects mounting stress on the nation's electricity infrastructure as demand surges ahead of the winter season.

The situation has grown acute across the country's power plant network, with 74 thermal stations reporting critically depleted stockpiles. These plants are operating with minimal operational buffers, raising concerns about potential supply disruptions during peak consumption periods.

In response to the tightening supplies, India's power ministry is evaluating the introduction of mandatory blending requirements for imported coal at domestic thermal stations. The proposal would supplement indigenous coal supplies with international purchases, a measure intended to ensure fuel security and maintain uninterrupted power generation capacity.

The move underscores persistent challenges in India's coal sector, despite the nation's vast domestic reserves. Supply chain bottlenecks, logistical constraints, and mining output limitations have contributed to the inventory squeeze, prompting policymakers to consider import-based solutions to bridge the gap between demand and domestic production.