India’s non-coking coal market relied increasingly on accumulated inventories during April-September 2026 as production by Coal India Limited (CIL) and non-coking coal imports declined, while power-sector consumption and industrial activity increased compared with the corresponding 2025 period. CIL sustained higher dispatches by drawing on pithead inventories. Power plants also consumed more coal than they received, depleting their own stocks. These buffers supported higher generation, but left inventories substantially lower towards the period’s close.
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