India Ramps Up Coal Supplies to Record High as Power Crisis Looms
Coal deliveries in India are rising to record levels, easing a looming power-fuel shortage.
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 upCoal
NTPC is a coal-fired power generator, and stronger coal deliveries to the power sector should ease its fuel constraint and support generation.
“Supplies to the power sector also registered strong growth of 10.63%, during the month rising to 48.90 million t from 44.20 million t in previous fiscal.”
84% confidenceCited →Cement and concrete →supply upHigher coal deliveries should ease coal-fired power constraints, which can raise the byproduct output of fly ash and slag used as cementitious inputs.
57% confidenceMetallurgical (coking) coal →supply upHop 2
Fly Ash & Slag (SCMs) →Stands to benefitRecord coal deliveries in India should ease fuel constraints at coal plants, helping a major source country for fly ash and slag.
83% confidenceFly Ash & Slag (SCMs) →Stands to benefitNTPC LimitedNTPC.NS
NTPC is a large Indian coal-fired utility, so more coal deliveries should relieve its fuel shortage and raise fly ash byproduct output.
72% confidenceFly Ash & Slag (SCMs) →supply upMore fly ash and slag availability should ease SCM input constraints for cement and concrete.
Hop 3
India →Stands to benefitSS Innovations International, Inc.SSII
Because the company says its systems and accessories are primarily manufactured in India, easing India's power-fuel shortage should reduce operating disruption there.
76% confidenceIndia →Stands to benefitFreshworks Inc.FRSH
With roughly 81% of employees in India, Freshworks should benefit from fewer power-related disruptions in its main operating base.
66% confidenceHop 4
Lab-Grown Diamonds (CVD/HPHT) →Stands to benefitIndia accounts for 91% of this node's supply, so easing its coal and power shortage should directly lift production capacity and benefit the dominant source country.
88% confidenceCurcumin Extract (Nutraceutical / Anti-Inflammatory) →supply upIndia supplies 82% of curcumin extract, so easing its power shortage should increase availability of India-sourced extract.
80% confidenceLab-Grown Diamonds (CVD/HPHT) →supply upWith lab-grown diamond supply easing, the downstream jewelry sector gets more of a key input and can increase available output.
Where it lands
What you buy, and what you own.
Goods you buy
Steel and iron products · Cement and concrete · Jewelry · Water filters and purification
In the MyPRIA app, this is checked against your own holdings.