インドの石炭産業：成長の機会

Abstract

RNCOS' report, "Indian Coal Industry: Opportunities for Growth (2006)" provides extensive research and objective analysis of the Coal Sector in India. This report has been written to help clients in analyzing the opportunities, challenges and the drivers critical to the growth of coal market in India. Detailed data and analysis will help investors to comprehend the rapidly changing dynamics of the coal industry.

Indian Coal Industry

Industry performance section covers the various aspects of the Indian coal industry such as production, consumption, Export/Import & pricing. In India, Coal has been recognized as the most important source of energy for electricity generation. Industries such as steel, cement, fertilizers and chemicals are major sectors of coal consumption. Coal Production is primarily directed by public sector undertakings.

Key Findings

• Most of the coal produced in India comes from open pit mines contributing over 81% of the total production. A number of large open pit mines of capacity over 10 Million Tons per annum are in operation.
• After deregulations and the reforms in the coal sector, there are considerable opportunities for private players as well as foreign investors to invest in the Indian coal sector.
• Coal India Limited is in search of various state of the art technologies in the areas of mass production, coal beneficiation, waste coal utilization, coal bed methane, coal gasification and extraction of coal from steep seams.
• Abundant reserves, low price & expected high share of coal in electricity generation will drive the growth of coal industry in Indian.
• Inferior quality coal reserves & low productivity remains the major challenges for Indian coal industry.

Key Issues and Facts Analyzed

The research report also addresses the issues and the facts that are critical to business success, such as:

• What are the emerging trends in the Coal sector in India?
• Who are the Private Players in the Coal Sectors in India? Also details about the investment activities undertaken by the Private players in India.
• What opportunities exist for the Coal sector in India?
• What are the challenges faced by the industry?
• How is the market affected by various factors prevailing in the economy?
• What are the emerging technologies in the coal Mining Industries?

Key Players Analyzed

This section provides the overview, key facts financial information future plans and business strategies of prominent players in the Indian Coal Sector like Coal India Ltd, Singaneri Collieries Company Ltd, Tata Steel Ltd, Jindal Steel & Power Limited.

Research Methodology Used

Information Sources

Information has been sourced from namely, books, newspapers, trade journals, and white papers, industry portals, government agencies, trade associations, industry news and developments, and through access to more than 3000 paid databases.

Analysis Method

Ratio Analysis, Historical Trend Analysis, Linear Regression Analysis using software tools, Judgmental Forecasting and Cause and Effect Analysis have been used for analysis and processing of information.

Table of Contents

1. Analyst View

2. Research Overview

3. Industry Overview

• 3.1 World Coal Reserves
• 3.2 World Coal Production
• 3.3 World Coal Consumption
• 3.4 Indian Coal Industry - In Global Context

4. Industry Performance

• 4.1 Coal Resources and Mines in India
• 4.2 Coal Production in India
• 4.3 Coal Consumption in India
• 4.4 Coal Transportation
• 4.5 Coal Prices
• 4.6 Export/Import

5. Industry Analysis

• 5.1 Driving Forces
• 5.2 Opportunities
• 5.3 Challenges
• 5.4 Demand Supply Analysis

6. Coal Sector Regulating Policy

• 6.1 General Policy
• 6.2 Scope of Foreign Investment in Coal Sector in India

7. Current Coal Projects

• 7.1 Public Sector Projects
• 7.2 Private Sector Projects

8. Major Players

• 8.1 Coal India Ltd.
• 8.2 Singaneri Collieries Company Ltd.
• 8.3 Tata Steel Ltd.
• 8.4 Jindal Steel and Power Ltd.

List of Figures:

• Figure 3-1: World - Coal Reserves by Region (%), 2005
• Figure 3-2: World - Coal Proved Reserves by Country (in Billion Tons), 2005
• Figure 3-3: World - Coal Production by Region (%), 2005
• Figure 3-4: World - Coal Consumption Comparison (in Million Tons of Oil Equivalent), 1995, 2004 & 2005
• Figure 3-5: World - Regional Classification of Coal Consumption (in Million Tons of Oil Equivalent), 2004 & 2005
• Figure 3-6: World - Electricity Production by Primary Energy Sources (%), 2004
• Figure 3-7: India - Position in World Coal Production (in Million Tons of Oil Equivalent), 2005
• Figure 3-8: India - Position in World Coal Consumption (in Million Tons of Oil Equivalent), 2005
• Figure 4-1: India - Coal Reserves (in Billion Tons), Jan 2001 to Jan 2006
• Figure 4-2: India - Depth-wise Coal Reserves (in Billion Tons), Jan 2005
• Figure 4-3: India - Coal Production (in Million Tons), 2004, 2005 & Sep. 2006
• Figure 4-4: India - Coal Production by Leading Companies (%), 2005
• Figure 4-5: Coal India Ltd. - Coal Production (in Million Tons), 2004 & 2005
• Figure 4-6: Singaneri Collieries Company Ltd. - Coal Production (in Million Tons), 2004 & 2005
• Figure 4-7: India - Mode of Transport for Coal (%), 2005
• Figure 4-8: World - Coal Prices (in US$ per Ton), Jan 2001 to May 2006
• Figure 4-9: India - Coal Import by Type (in Million Tons), 2004 & 2005
• Figure 5-1: India - Projected Fuel Shares in Electricity Generation (in Gigawatt), 2010, 2015, 2020, 2025 & 2030
• Figure 5-2: India - Gross Domestic Products (in Billion US$), 2000-2005
• Figure 5-3: India - Per Capita Electricity Consumption (in kWh), 2005, 2010 & 2015
• Figure 5-4: India - Forecast of Primary Energy Mix (%), 2010
• Figure 5-5: India - Coal Captive Blocks by Allocation (in Numbers), 2005
• Figure 5-6: World - Energy Demand and CO2 Growth Rate (%), 1971-2002 & 2002-2030
• Figure 5-7: India - Coal Industry Trends in Demand & Supply Gap (in Million Tons), 2000-2007 & 2012
• Figure 8-1: Coal India Ltd. - Paid Up Capital Structure (in Rs Crore), 2002

List of Tables:

• Table 3-1: World - Coal Production by Country (in Million Tons of Oil Equivalent), 2004 & 2005
• Table 3-2: World - Major Users of Coal for Electricity Generation (%), 2004 & 2005
• Table 3-3: World - Major Coal Exporting Countries (in Million Tons), 2004
• Table 3-4: World - Major Coal Importing Countries (in Million Tons), 2004
• Table 4-1: India - State-wise Coal Resources (in Billion Tons), Jan 2006
• Table 4-2: India - Type-wise Coal Resources (in Billion Tons), Jan 2006
• Table 4-3: India - Coal Production by Type (in Million Tons), 2003-2005 & Sep. 2006
• Table 4-4: India - Company-wise Coal Production (in Million Tons), 2004-2007E
• Table 4-5: India - Coal Consumption by Different Industrial Consumers (in Million Tons), 2004, 2005 & Sep. 2006
• Table 5-1: India - Steel Production (in Million Tons), 2002-03 to 2006-07 (Apr-Aug 06)
• Table 5-2: India - Energy Based Power Plants Comparison
• Table 5-3: India - Coal Productivity Trends (in Tons per Man Shift), 2000-2007
• Table 7-1: India - Ongoing Coal Projects, 2005
• Table 7-2: India - Advance Action Proposals in Coal Sector
• Table 8-1: Coal India Ltd. - Key Financial Information (2004-05 to 2006-07)
• Table 8-2: Singaneri Collieries Company Ltd. - Key Performance Information (2004-05 & 2005-06)
• Table 8-3: Tata Steel Ltd. - Key Financial Information, 2006
• Table 8-4: Jindal Steel and Power Ltd. - Key Financial Information (%), 2006