1. The Energy Shift in Steelmaking: From Coal Dominance to Gas-Driven Flexibility 1.1 Structural Evolution of Steel Production Routes The global steel industry is undergoing a gradual but significant ...
Coal India Limited (CIL) is lining up roughly ₹50,000 crore of investments across three large coal-gasification / coal-to-chemicals projects — a strategic pivot from pure mining into downstream chemic...
India’s steel ambitions are expansive. With crude steel capacity targeted at 300 MTPA by 2030, the country is positioning itself as a global manufacturing anchor. Yet beneath this growth narrative lie...
Structural Context: Resource Abundance Meets Strategic Vulnerability India’s steel industry operates within a structurally asymmetric raw material framework. On one side lies iron ore self-sufficiency...
India’s coal sector showed a clear sign of recovery in October 2025, driven by improved output across key producers following the subdued monsoon months. While year on year figures remained mixed, the...
China, the world’s largest producer of metallurgical coke, is witnessing a notable contraction in output as producers face a convergence of cost-side challenges and weakening downstream demand. Indepe...
India’s coal market is witnessing a rare decoupling — thermal coal imports are softening due to record domestic output, while metallurgical (coking) coal remains structurally tight. Global price corre...
