What factors are driving the price rally in India's portside thermal coal market?

Recent price rallies in the Indian portside market are largely triggered by Indonesian RKAB (mining permit) curbs and rumors of production cuts. Additionally, supply tightness in South African stocks has pushed portside prices for RB grades to one-year highs. BigMint tracks these supply-side developments daily to provide accurate portside benchmarks.

Why has India designated coking coal as a critical mineral?

The Indian government designated coking coal as a critical mineral to reduce heavy import dependency and secure the raw material supply chain for the domestic steel industry. BigMint provides insights into how this policy shift, combined with surging global indices, impacts procurement strategies for Indian mills.

What is causing the uptrend in Indian metallurgical coke (met coke) prices?

Indian met coke prices are rising due to a combination of surging coking coal costs, supply tightness, and the imposition of anti-dumping duties. BigMint's analysis highlights how quantitative restrictions on imports are further supporting domestic price strength.

How are Indonesian mining policies affecting the 2026 coal outlook?

Indonesia is reshaping the 2026 outlook through transitional mining rules, proposed export levy frameworks (ranging from 5-8%), and plans by ESDM to cap output. BigMint monitors these regulatory shifts to help importers understand the long-term cost implications for Indonesian bituminous and sub-bituminous coal.

How is the growth of renewable energy impacting coal-fired power generation in India?

While power demand continues to hit record highs, the growth of coal-fired generation is moderating as renewables absorb a larger portion of incremental demand. BigMint's energy insights explore this shifting generation matrix and how it influences the drawdown of coal inventories at thermal power plants.

Why are pet coke prices remaining firm despite buyer resistance?

Pet coke prices are anchored by supply tightness, with production lagging behind consumption growth in key markets like India. Firm global offers from the US and Saudi Arabia, coupled with rising bunker prices affecting freights, have kept the market buoyant. BigMint provides timely updates on refinery price revisions and import arbitrage trends.