India drives a global surge in new coal mine plans
New coal mine plans point to future increases in coal supply capacity.
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 upIf coal supply capacity expands, NTPC can run thermal generation more freely, which should raise fly ash and slag byproduct availability on this supply edge, though the market-share effect is limited at 8%.
49% confidenceHop 2
Fly Ash & Slag (SCMs) →supply upFly ash and slag are direct SCM inputs to cement and concrete, so more availability should ease input scarcity and support output.
82% confidenceFly Ash & Slag (SCMs) →supply upIndia's 15% supply share in this input means more domestic coal capacity should lift India's fly ash/slag availability.
77% confidenceFly Ash & Slag (SCMs) →Stands to benefitNTPC LimitedNTPC.NS
NTPC's 8% share in the input implies a meaningful byproduct-supplier position, so more coal availability in India should improve its fly ash output.
Hop 3
India →supply upIndia supplies 91% of lab-grown diamonds, and this electricity-intensive industry is plausibly helped by greater coal-backed power capacity in India.
41% confidenceIndia →supply upChlorine, sodium hypochlorite, and chloramine (disinfection chemicals)
India supplies 99.7% of these chemicals, so expanded coal supply capacity can modestly ease power and industrial cost constraints on Indian production.
39% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Cement and concrete
In the MyPRIA app, this is checked against your own holdings.