インドにおける石炭産業の見通し(〜2012年)

Abstract

"Indian Coal Industry Outlook till 2012" is the new market research report by RNCOS on one of the earliest fossil fuels used by the mankind, coal. India has been relying on coal for its energy requirements since long and this report provides extensive research and objective analysis on the extensive coal sector in India. It reviews the performance of the Indian coal industry in recent years and focuses on the driving factors, future prospects and issues associated with it. Detailed data and analysis given in the report will help investors to comprehend the rapidly changing dynamics of the coal industry.

Indian Coal Industry

The Indian coal industry is the fourth largest in terms of coal reserves and third largest in terms of coal production in the world. But despite its huge resource base, till date, India has not been able to minimize its coal deficit.

Coal has been recognized as the most important source of energy for electricity generation and industries such as steel, cement, fertilizers and chemicals are major sectors of coal consumption. So in order to satisfy the coal demand, the Indian coal industry needs more investment and private players to raise its production level. The coal washeries have to take bigger role in the industry to produce less moisture and ash-based coal to sustain in strict environment regulations.

Key Findings

• Coal requirement for the power utility will grow at a CAGR of around 10% during 2007-08 to 2011-12.
• Private coal washeries have rapidly increased the production of washed non-coking coal in India during 2002-03 to 2006-07.
• High coking coal demand by the Indian steel industry and low reserve base has boosted the import of coking coals.
• Coal demand from the Indian cement industry looks bright and it is expected that coal requirement by the industry will rise steadily from 2007-08 to 2011-12.
• Coking coal requirement in steel production is expected to touch over 85.34 Million Metric Tons in 2011-12.

Key Issues & Facts Analyzed

• Why Indian coal is important in global context?
• What are the factors driving the coal industry' s performance?
• What opportunities exist for the coal sector in India as well as for other related industries?
• What are the issues faced by the industry?
• What will be the status of coal demand by various industries in future?

Key Players Analyzed

This section provides the overview and financial information of prominent players in the Indian coal sector like Coal India Ltd, Singareni Collieries Company Ltd. & Neyveli Lignite Corporation Ltd.

Research Methodology Used

Information Sources

Information has been sourced from 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. Coal - An Overview

• 2.1 Type
• 2.2 Coal Mining
  • 2.2.1 Underground Mining
  • 2.2.2 Surface Mining
• 2.3 Coal Preparation
• 2.4 Coal Transportation

3. Global - Coal Industry Dynamics

• 3.1 Reserves
• 3.2 Production
  • 3.2.1 By Region
• 3.3 Consumption
  • 3.3.1 By Region
• 3.4 Pricing

4. India' s Stand in Global Coal Industry

5. Why Indian Coal Industry is Performing Well?

• 5.1 Coal Dominates Primary Energy Matrix
• 5.2 Strong Thermal Power Industry
• 5.3 Shining Steel Industry
• 5.4 Concrete Cement Industry
• 5.5 Rising Coal Deficit

6. Indian Coal Industry Performance

• 6.1 Reserves
  • 6.1.1 By Type
  • 6.1.2 By State
  • 6.1.3 By Grade
• 6.2 Production
  • 6.2.1 By Type
  • 6.2.2 By Company
• 6.3 Consumption
• 6.4 Demand
  • 6.4.1 By Type
  • 6.4.2 By Industry
• 6.5 Supply
  • 6.5.1 By Type
  • 6.5.2 By Industry
• 6.6 Pricing
• 6.7 Trade
• 6.8 Coal Washeries Performance
• 6.9 Raw Coal Transportation
• 6.10 Investment in Coal Industry
  • 6.10.1 By Company
• 6.11 Government Policies

7. Opportunities

• 7.1 For the Coal Industry
  • 7.1.1 Steel Sector
  • 7.1.2 Power Sector
  • 7.1.3 Cement Sector
• 7.2 By the Coal Industry
  • 7.2.1 Information Technology
  • 7.2.2 Railways Industry

8. Future Outlook (2007-08 to 2011-12)

• 8.1 Coal Production
  • 8.1.1 Coking Coal Production
  • 8.1.2 Non-coking Coal Production
• 8.2 Coking Coal Import
• 8.3 Coal to Dominate Energy Mix

9. Problem Zones for Coal Industry

• 9.1 Environmental Issues
• 9.2 Loopholes in Supply Chain
• 9.3 Rapid Use of Renewable Energy in Power Generation

10. Recommendations for Indian Coal Industry

11. Key Players

• 11.1 Coal India Ltd.
• 11.2 Singareni Collieries Company Ltd.
• 11.3 Neyveli Lignite Corporation Ltd.

List of Figures:

• Figure 2-1: Global - Types of Coal & Usage
• Figure 3-1: Global - Proven Coal Reserves by Region (in Million Metric Tons), 2006
• Figure 3-2: Global - Coal Production* (in Million Metric Tons), 2000-2006
• Figure 3-3: Global - Coal Production* by Region (in Million Metric Tons), 2006
• Figure 3-4: Global - Coal Consumption* (in Million Metric Tons of Oil Equivalent), 2000-2006
• Figure 3-5: Global - Coal Consumption* by Region (in Million Metric Tons of Oil Equivalent), 2006
• Figure 4-1: Global - Coal Reserves by Country (%), 2006
• Figure 4-2: Global - Top 10 Countries by Coal Production* (in Million Metric Tons), 2006
• Figure 4-3: Global - Coal Consumption* by Country (%), 2006
• Figure 5-1: India - Breakup of Primary Energy Mix (%), 2006
• Figure 5-2: India - Thermal Power Energy Production (in Million Units), 2000-01 to 2005-06
• Figure 5-3: India - Demand of Coal for Power Generation (in Million Metric Tons), 2002-03 to 2006-07
• Figure 5-4: India - Crude Steel Production (in Million Metric Tons), 2001-2006
• Figure 5-5: India - Demand of Coking Coal for Steel Production (in Million Metric Tons), 2002-03 to 2006-07
• Figure 5-6: India - Cement Production (in Million Metric Tons), 2000-01 to 2006-07*
• Figure 5-7: India - Demand of Coal for Cement Production (in Million Metric Tons), 2002-03 to 2006-07
• Figure 5-8: India - Coal Deficit (in Million Metric Tons of Oil Equivalent), 2003-2006
• Figure 6-1: India - Proven Coal Reserves (in Million Metric Tons), 2002-Apr 2007
• Figure 6-2: India - Coal Reserves by Type (in Million Metric Tons), Apr 2007
• Figure 6-3: India - Coal Reserves by State (in Million Metric Tons), Apr 2007
• Figure 6-4: India - Major Coal Reserves by State & Type (in Million Metric Tons), Apr 2007
• Figure 6-5: India - Non-coking Coal Reserves by Grade (in Million Metric Tons), Apr 2007
• Figure 6-6: India - Coal Production (in Million Metric Tons), 2002-03 to 2006-07*
• Figure 6-7: India - Coking Coal Production (in Million Metric Tons), 2002-03 to 2006-07*
• Figure 6-8: India - Non-coking Coal Production (in Million Metric Tons), 2002-03 to 2006-07*
• Figure 6-9: India - Coal Production by Company (in Million Metric Tons), 2004-05 to 2006-07*
• Figure 6-10: India - Coal Consumption* (in Million Metric Tons of Oil Equivalent), 2000-2006
• Figure 6-11: India - Coal Demand (in Million Metric Tons), 2002-03 to 2006-07
• Figure 6-12: India - Coal Demand by Type (in Million Metric Tons), 2002-03 to 2006-07
• Figure 6-13: India - Coal Demand by Industry (%), 2006-07
• Figure 6-14: India - Coal Supply (in Million Metric Tons), 2002-03 to 2005-06
• Figure 6-15: India - Coal Supply by Type (in Million Metric Tons), 2002-03 to 2005-06
• Figure 6-16: India - Coal Supply by Industry (%), 2006-07
• Figure 6-17: India - Coal Import (in Million Metric Tons), 2002-03 to 2005-06
• Figure 6-18: India - Washed Coking Coal Production (in Million Metric Tons), 2002-03 to 2006-07*
• Figure 6-19: India - Washed Non-coking Coal Production (in Million Metric Tons), 2002-03 to 2006-07*
• Figure 6-20: India - Breakup of Raw Coal Transportation Matrix (%), 2006-07
• Figure 6-21: India - Investment in Coal Industry (in Crore Rs), 1997-98 to 2001-02 & 2002-03 to 2006-07
• Figure 6-22: India - Investment in Coal Industry by Company (in Crore Rs), 2002-03 to 2006-07
• Figure 7-1: India - Forecast for Demand of Coking Coal for Steel Production (in Million Metric Tons), 2007-08 to 2011-12
• Figure 7-2: India - Forecast for Demand of Coal for Power Generation (in Million Metric Tons), 2007-08 to 2011-12
• Figure 7-3: India - Forecast for Demand of Coal for Cement Production (in Million Metric Tons), 2007-08 to 2011-12
• Figure 7-4: India - Forecast for Investment Plan of SCCL & NLC in IT Development (in Crore Rs), 2007-08 to 2011-12
• Figure 7-5: India - Wagon Frequency to Coal-rich Regions (in Numbers/Day), 2006-07 & 2011-12F
• Figure 8-1: India - Forecast for Coal Production (in Million Metric Tons), 2007-08 to 2011-12
• Figure 8-2: India - Forecast for Coking Coal Production (in Million Metric Tons), 2007-08 to 2011-12
• Figure 8-3: India - Forecast for Non-coking Coal Production (in Million Metric Tons), 2007-08 to 2011-12
• Figure 8-4: India - Forecast for Coking Coal Import (in Million Metric Tons), 2007-08 to 2011-12
• Figure 8-5: India - Forecast for Breakup of Primary Energy Mix (%), 2008 & 2025

List of Tables:

• Table 3-1: Global - Coal Prices in Northwest Europe, US & Japan (in US$/Metric Ton), 2000-2006
• Table 6-1: India - Non-Long Flame Non-coking Coal Prices by Company & Grade (in Rs/Metric Ton), 2007
• Table 6-2: India - Long Flame Non-coking Coal Prices by Company & Grade (in Rs/Metric Ton), 2007
• Table 6-3: India - Coking Coal Prices by Company & Grade (in Rs/Metric Ton), 2007
• Table 7-1: India - Forecast for Investment Plan of CIL in IT Development (in Crore Rs), 2007-08 to 2011-12
• Table 11-1: Coal India Ltd. - Key Financials (in Crore Rs), 2005-06 & 2006-07
• Table 11-2: Singareni Collieries Company Ltd. - Key Financials (in Crore Rs), 2004-05 & 2005-06
• Table 11-3: Neyveli Lignite Corporation Ltd. - Key Financials (in Crore Rs), 2005-06 & 2006-07