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Disruptionother · September 30, 2026
Largest coal project in state history greenlit to 2045
Approval of a major coal project would add future coal supply and change the expected flow of thermal or metallurgical coal.
Source →The trace
How it reaches your house.
Starting from NTPC Limited, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
NTPC Limited →supply upThermal coal
A major new coal project should improve thermal coal availability, and sector reporting notes coal stocks at thermal stations are already down to about seven days of consumption.
“The timing matters because coal stocks at thermal stations have fallen to about seven days of consumption.”
57% confidenceCited →