Coal India July supplies hit record 64.19 MT
Coal supply increased to a record level, indicating stronger availability of thermal 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 upWith coal supply at record levels, NTPC can run thermal units more steadily, which should increase fly ash and slag byproduct availability on this edge.
56% confidencePetroleum Coke (Fuel Grade) →Stands to benefitThermal coal and fuel-grade petcoke compete as kiln fuels, so stronger coal availability should soften petcoke pricing and help cement producers via lower fuel costs.
41% confidenceHop 2
Fly Ash & Slag (SCMs) →supply upFly ash and slag are supplementary cementitious materials, so more supply directly improves the availability of inputs for cement and concrete production.
82% confidenceFly Ash & Slag (SCMs) →supply upThe coal-supply increase in India raises local thermal generation byproducts, increasing India's fly ash and slag supply pool.
76% confidenceFly Ash & Slag (SCMs) →Stands to benefitEco Material Technologies (now CRH)
As a major fly-ash marketer, Eco Material benefits from greater feedstock availability and the ability to move more SCM volume.
Hop 3
Eco Material Technologies (now CRH) →supply upRecord coal availability at thermal plants should lift fly ash and slag output, modestly easing the Fly Ash & Slag (SCMs) market that Eco Material Technologies serves, though the transmission is limited by its 10% share and moderate substitutability.
60% confidenceIndia →supply upChlorine, sodium hypochlorite, and chloramine (disinfection chemicals)
India accounts for 99.7% of supply, so record coal availability in India is likely to ease domestic power/input constraints and increase output of these industrial chemicals.
60% confidenceIndia →supply upHop 4
Chlorine, sodium hypochlorite, and chloramine (disinfection chemicals) →supply upThis input is overwhelmingly tied to India (99.7% share), so a supply increase is concentrated there and most directly raises local availability.
82% confidenceChlorine, sodium hypochlorite, and chloramine (disinfection chemicals) →supply upWater filters and purification
More disinfection chemicals ease a moderate input constraint for water treatment products that depend on them.
62% confidenceChlorine, sodium hypochlorite, and chloramine (disinfection chemicals) →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Cement and concrete · Water filters and purification · Jewelry
Companies you may own
Eco Material Technologies (now CRH)OLN
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In the MyPRIA app, this is checked against your own holdings.