ICMW October 12

TM
INDIA COAL
Market Watch
Vol IV | Issue XII | October 31, 2012 For Private Circulation only*
N CONTE
TS
2 4 6 7 9 11-12 13 17 27 29 30 34 36 37 Chinese buying of coking coal yet to commence 38 Indias coking coal production falls in Sept 39 Met coke prices rebound marginally 46 VISL extends bid submission date for MAM coke 47 Indian refiners reduce pet coke prices 51 CRH terminates talks to buy stake in JP Cement 58 Coal handling by Indian ports marginally up in Sep 65 Spot/Forward e-auction details in Sep 67-77 Coal stock at power plants 86 Imported coal received at power plants 80 Indias coal production details (September) 83-87 Met coke import data (Jul-Sep) 88-89 90 PCI coal import data (Jul-Sep) Pet coke import data (Jul-Sep) 91-92 Steam coal import data (Jul-Sep) 93-105 Coking coal import data (Jul-Sep) 106-115 Anthracite coal import data (Jul-Sep) 116 Import data from ports (Oct11-Sep12) 117-119
International coal prices turn weak Indias H1 coal production up 8.14% Indias Jul-Sep steam coal import price trend Steam coal price movements Fall in Indias pithead coal stock in Sep Indian power utilities Sep coal import down NTPC floats IFBs to procure 7 mt imported coal Sharp fall in Chinas coal imports from SA in Sept India adds 870 MW generation capacity in Sept Coal stock at power plants falls marginally DVC raises concern over coal quality Spot coking coal prices firm up in October Indias Jul-Sep coking coal import price trend Coking coal price movements
Coal Production shortfall to be 200 mt by 2016-17 10
Indias Sept coal imports from SA up marginally 15-16
Indian steel makers disappointed with BHPs pricing 35
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India Coal Market Watch
International coal prices turn weak in October on low Chinese demand

ICMW
Coal prices in leading international markets fell sharply in October on low demand, particularly from China, and doubts over growth in global economy after a comparatively stable trend in September. Indias appetite for imported coal though seemed reasonably during the month, but overall tendency continue to remain that of wait and watch as South African coal prices slipped to 34-month low of $78/ton. Incidentally, internationally coal prices remained weak in June and July, but stabilised to some extent in August and in September, largely on expectation of revival in demand. It was expected that there would be revival in demand, particularly from China, Europe and India, in October but the current trend indicates that Chinese are still reluctant to enter into big purchase. According to data available with ICMW, Chinas coal imports from South Africa fell gradually between August and September after touching a high of 2.11 million tons (mt) in July. The import of coal by China from South Africa fell to 0.90 mt in August and further to 0.66 mt in September. The apathy shown by China led to sharp decline in not only South African coal prices, but that of Australian as well as Indonesian coal prices. On the other hand, import from South Africa by India increased marginally in September to 1.75 mt from 1.65 mt in August and 1.70 mt in July. The price of South African coal (6000 Kcal/kg NAR) fell to around $78/ton on October 30, reflecting a decline of more than 7% compared with $84.60/ton quoted on October 1. Similarly, Australian steam coal prices (6300 Kcal/kg GAR), fell to $80.50 per ton as on October 30, down $2.50 compared with a high of $83/ton quoted on October 4 and $82/ton on October 1. Earlier, on October 15, the price of Australian steam coal had slipped to $75.25/ton, but recovered later on indications of fresh enquiries from China and Japan. Unlike Australian coal prices, the price of Indonesian coal fell in one way downward direction during the month. While Indonesian coal of 5900 Kcal/kg GAR fell to around $70.45/ton on October 30 from a high of $72.50/ton on October 1. The material with 5000 Kcal/kg GAR specification slipped to $54.45 from $56.50 a ton at the beginning of the month.
South African prices
Contd. on next Pg
October 31, 2012
STEAM COAL
However, South African miners expect that demand for coal from China and India will rise significantly as prices hit $80 per ton levels and high cost producers, particularly in Australia, likely to struggle with current price levels and may opt to cut production. We are seeing good support as levels hit $80/ton with improved buying interest from India and new enquiry from China, an official of a leading mining company told ICMW. The key focus will be on Australian price levels which triggered the recent falls in API4 when we saw NewC softening. We believe that as prices hit $80/ton, new buying interest is generated, he said. Asked if current levels will lead to production cuts, the official said, Many miners will struggle with current price levels, especially high cost producers in Australia. Cuts will follow although timing depends on what mechanism producers may have used to protect forward revenues. Besides India and China, the official also believes that demand from Europe may also rise if there is cold winter. If we experience a cold winter in Europe, this will only enhance coal burn. Coal is the most competitive source of energy in Europe at the moment. High gas prices and a low cost of carbon mean all European generators will burn coal if they are able to do so at present, the official felt.
India Coal Market Watch Contd. from previous Pg
Indonesian prices
The weak trend witnessed in October notwithstanding, Indian traders feel that the prices of Indonesian coal are unlikely to soften further despite weakness in demand. I do not think there is further scope for decline in Indonesian coal prices. Already small mines in the interiors of Indonesia have either stopped production or have significantly reduced production as they were incurring losses at current price levels, the official said. Moreover, a kind of cartelisation has taken place among mid-level and small miners following which they are not selling coal below a particular price. This is a new trend in Indonesia which is being witnessed from the beginning of September. Under such circumstances, I dont think coal prices in Indonesia will fall further despite the lack in demand, the official added.
Forecast
ICMW understands that if China continues to remain aloof from the market, the prices in international markets will fall further in November and South African coal prices may test $75/ton levels. However, current trend indicates that China has resumed buying of coal from internatinal market during the past 10-15 days, although at a lower levels and if this turns out to be true, coal prices may firm up, but only marginally. Following is the indicative price of coal from various origin in October on various dates:
Description South African Steam Coal Australian Steam Coal Indonesian Steam Coal Indonesian Steam Coal Indonesian Steam Coal Indonesian Steam Coal Specification 6000 Kcal/kg NAR 6300 Kcal/kg GAR 5900 Kcal/kg GAR 5000 Kcal/kg GAR 4200 Kcal/kg GAR 3800 Kcal/kg GAR 30.10.2012 78.00 80.75 70.45 54.45 38.00 33.00 25.10.2012 79.80 81.60 70.65 54.50 37.90 33.10 17.10.2012 80.15 77.75 71.90 55.00 38.20 33.20 15.10.2012 82.00 75.35 72.10 55.60 38.60 33.30 09.10.2012 85.80 79.80 70.40 55.80 38.90 33.20 27.09.12 84.00 84.00 72.60 56.40 39.20 33.20
Days of record commodity prices unlikely to return: BHP

ICMW
October 31, 2012
STEAM COAL
The days of record commodity prices enjoyed by the industry over the past nearly a decade is unlikely to return as supply shortage driven by Chinas rapid growth had now largely been filled, the Chief Executive of BHP Billiton Marius Kloppers was quoted as saying by Financial Times. What this means is that the record prices we experienced over the past decade driven by the demand shock will not be there to support returns over the next 10 years, he said, adding, prices would return to long term levels. Kloppers comments came recently after the resources company reported record production from its petroleum division. The company had also reported strong figures from its Australian coking coal operations, where production rose 10 percent to 8.9 million tons over the previous quarter. However, the companys iron ore production from its mines in Pilbara region of Western Australia slipped to 43.4 million tons for the quarter from 44.7 million tons in the prior quarter.
Confusion of Chinas coal import from South Africa

ICMW
There is a little bit of confusion within the industry circle over the recent figures reported about import of South African coal by China. According to information provided to ICMW by one of the promoters of Richards Bay Coal Terminal (RBCT) of South Africa, only 656,361 tons of coal was exported through the terminal to China in September and around 895,239 tons in August. However, media reports quoting Chinese customs data claimed that China took delivery of around 1.82 mt of South African coal in September at average CFR price of $104.52 per ton. The report also claimed that September imports were the highest since December 2011. Now the question is being raised as to which data one should follow. How come China took delivery of 1.82 mt South African coal when only around 1.5 mt was shipped from RBCT in August and September, an industry official said. However, ICMW understands that higher delivery in September was due to a sharp surge in shipments in July. In fact, about 2.11 mt of coal was shipped from RBCT for China in July and it is estimated that a large number of vessels that might have sailed in July were unloaded at Chinese ports only in September. Indias coal production during the first six months (April-September) of 2012-13 rose by 8.14% to 237.66 million tons (mt) from 219.77 mt during the corresponding period of 2011-12, according to provisional data available with ICMW. The production during the first half of current financial year was, however, 5.48% lower than the target of 251.43 mt as the production of Coal India Ltd (CIL), Singareni Collieries Company Ltd (SCCL) as well as captive coal blocks was lower than the target. The production during the first half was also affected to some extent by heavy rains in some of the producing areas like Orissa and Madhya Pradesh during the second quarter (July-September), according to an estimate by ICMW. Meanwhile, Indias coal production in September stood at 35.84 mt, down marginally from 35.93 mt produced in August, according to provisional data available with ICMW. The production in September this year was, however, 21.37% higher than 29.53 mt produced in September 2011, but lower than the target of 41.29 mt for the month, the data revealed. Following chart provides monthly coal production in FY13 and FY12 (in million tons):
Month April May June July August September Total
Note: Figures may not tally due to rounding of decimals
Indias H1 coal production up 8.14%

ICMW
2012-13 41.34 44.03 41.28 39.53 35.93 35.84 237.66
2011-12 39.84 40.76 38.50 38.71 32.37 29.53 219.77
Indias domestic coal production target for 2012-13 has been fixed at 574 mt, of which 464.1 mt is to be produced by CIL, 53.1 mt by SCCL and 57.2 mt by captive coal mines. (See details on Pg. 83)
October 31, 2012 4
STEAM COAL
CILs September production up marginally m-o-m

ICMW
The production of coal by Coal India Ltd (CIL), the worlds largest coal producing company, rose marginally in September after reporting a continuous decline during the past three months, according to provisional data available with ICMW. The companys coal production in September rose to 28.71 million tons (mt), up 0.45% from 28.58 mt produced in August and up 19.02% compared with 24.12 mt produced in September 2011, the data revealed. The companys coal production had fallen by 10.18% in August and by 3.81% in July. The companys coal production during the first six months (April-September) of 2012-13 stood at 191.57 mt, up 8.47% compared with 176.61 mt produced during the corresponding period of 2011-12. Following chart provides monthly break-up of CILs production (in million tons):
2012-13 33.8 35.57 33.08 31.82 28.58 28.71 191.57
2011-12 32.65 33.02 30.64 31.17 25.01 24.12 176.61
(See details on Pg. 83)
CILs washed coal output up m-o-m in September

ICMW
The production of washed coal by Coal India Ltd (CIL) increased to 0.21 million tons (mt) in September, up 10.53% from 0.19 mt produced in August, according to provisional data available with ICMW. The production in September was, however, 30% lower than the target of 0.30 mt for the month and also lower from 0.23 mt produced during September 2011, the data revealed. The production of washed coal by CIL during the first half (April-September) of 2012-13 stood at 1.33 mt, down from 1.37 mt produced during the corresponding period of 2011-12 and also significantly lower than the target of 1.82 mt for the period, it said. CILs washed coal production target for 2012-13 has been set at 3.78 mt. The production of washed coal during 2011-12 stood at 2.89 mt, as compared with 3.19 mt produced during 2010-11.
Following table provides monthly break-up washed coal in FY12 and FY13 (in million tons):
Name of Company September 2012 BCCL CCL WCL CIL 0.11 0.09 0.01 0.21 2011 0.11 0.1 0.01 0.23 August 2012 0.09 0.08 0.01 0.19 2011 0.11 0.08 0.01 0.2 2012 0.09 0.1 0.01 0.21 July 2011 0.12 0.08 0.01 0.21 2012 0.11 0.1 0.01 0.22 June 2011 0.12 0.09 0.01 0.22 2012 0.13 0.13 0.01 0.27 May 2011 0.12 0.12 0.01 0.25 2012 0.11 0.13 0.01 0.25 April 2011 0.14 0.12 0.01 0.27 Total 2012-13 0.63 0.63 0.07 1.33 2011-12 0.71 0.59 0.07 1.37
October 31, 2012
STEAM COAL
Indias July-September steam coal import price trend

ICMW
STEAM COAL IMPORTS THROUGH VARIOUS PORTS DURING JULY12 - SEPTEMBER12

Port September'12 Weighted Quantity Average (In Tons) Price (Rs./Ton) 247,826 5,104 240,983 4,248 347,964 3,251 66,898 114,139 294,748 972,281 298,133 712,126 265,721 3,560,819 3,498 3,171 5,739 4,968 4,707 4,412 3,098 August'12 Weighted Quantity Average (In Tons) Price (Rs./Ton) 696,678 5,230 251,877 3,371 232,340 3,417 34,329 131,777 303,816 1,143,415 331,950 595,728 299,132 4,021,042 3,491 4,457 6,086 5,166 4,039 5,066 3,235 July'12 Weighted Quantity Average (In Tons) Price (Rs./Ton) 3,000 3,294 296,688 5,628 604,173 4,579 316,801 3,653 137,632 60,947 426,573 700,573 342,317 373,745 195,225 3,457,673 4,786 3,872 6,590 4,702 5,387 5,065 4,136
CHENNAI COCHIN ENNORE GANGAVARAM KANDLA KOLKATA MORMUGAO MUMBAI MUNDRA NEW MANGALORE PARADIP VIZAG Total Quantity Imported
Steam Coal Imports from Indonesia during July 12 - September 12

6000000 5500000 5000000 11000 10000 9000
Quantity (in tons)
4000000 3500000 3000000 2500000 2000000 1500000 1000000 500000
7000 6000 5000 4000 3000 2000 1000 0
July 1 - July 15
July 16 - July 31
Aug 1 - Aug 15
Aug 16 - Aug 31
Sep 1 - Sep 15
Period quantity in tons open high low close
Steam Coal Imports from Indonesia during July 12 - September 12

5000 4750
Price (in Rs./ton)
4500
4250
4000
3750
3500
July 1 - July 15
July 16 - July 31
Aug 1 - Aug 15
Aug 16 - Aug 31
Sep 1 - Sep 15
Sep 16 - Sep 30
Period W. Avg Price
October 31, 2012
STEAM COAL
Note: Understanding the Graph. On the X axis is the time period, the left Y-axis shows quantities imported and the right Y-aixs depicts FOB prices in rupess per ton. The bars in pink reflects the amount of quantites imported during the said period The black and white bars which are known as THE BODY represents the opening and closing price for the said period. If the bar is white, that reflects the closing price is higher than the opening price, and if the bar is black, it means the closing price is lower than the opening price The thin lines above and below THE BODY are known as TAILS and represent the highest and the lowest price for the said period
Sep 16 - Sep 30
Price (in Rs./ton)
4500000
8000
Steam coal price movements

100.00 95.00 90.00
STEAM COAL PRICE TRENDS_FOB
PRICE ($/TON)
85.00 80.00 75.00 70.00 65.00 60.00 55.00 50.00
South African Coal (6,000 kcal/kg NAR) Indonesian Coal (5,900 kcal/kg GAR)
Date 2-Aug 3-Aug 17-Aug 23-Aug 28-Aug 4-Sep 10-Sep 11-Sep 12-Sep 13-Sep 14-Sep 20-Sep 21-Sep 24-Sep 25-Sep 26-Sep 28-Sep 2-Oct 3-Oct 4-Oct 5-Oct 9-Oct 10-Oct 11-Oct 12-Oct 16-Oct 17-Oct 25-Oct 26-Oct 29-Oct
17.00 16.00 15.00 14.00
PRICE ($/TON)
13.00 12.00 11.00 10.00 9.00 8.00
Richards Bay to India (West Coast) Richards Bay to India (East Coast)
Kalimantan to India (West Coast) Kalimantan to India (East Coast)
October 31, 2012
STEAM COAL
7.00
2-Oct 3-Oct
4-Oct 5-Oct
9-Oct 10-Oct
11-Oct 12-Oct
16-Oct 17-Oct
25-Oct 26-Oct
28-Aug 4-Sep
10-Sep 11-Sep
12-Sep 13-Sep
14-Sep 20-Sep
21-Sep 24-Sep
25-Sep
3-Aug 17-Aug
20-Aug 23-Aug
26-Sep 28-Sep
29-Oct
2-Aug
2-Aug 3-Aug 17-Aug 23-Aug 28-Aug 4-Sep 10-Sep 11-Sep 12-Sep 13-Sep 14-Sep 20-Sep 21-Sep 24-Sep 25-Sep 26-Sep 28-Sep 2-Oct 3-Oct 4-Oct 5-Oct 9-Oct 10-Oct 11-Oct 12-Oct 16-Oct 17-Oct 25-Oct 26-Oct 29-Oct
Australian Coal (6,300 kcal/kg GAR) Indonesian Coal (5,000 kcal/kg GAR)
FOB PRICES ($/ton)

South African Coal (6,000 kcal/kg NAR) 88.85 88.35 89.00 89.00 86.30 88.40 86.25 85.85 85.25 83.20 84.75 86.20 86.15 84.50 84.00 83.45 84.50 83.50 83.50 84.00 84.00 86.30 86.00 82.50 81.50 80.00 80.00 79.50 79.25 77.75 Australian Coal (6,300 kcal/kg GAR) 89.00 89.00 91.15 91.50 90.20 91.50 91.50 90.80 90.50 90.00 90.30 89.55 87.75 85.65 85.25 85.00 84.50 82.00 82.00 82.50 82.50 83.00 81.65 76.75 75.25 76.00 76.50 81.50 81.25 80.50 Indonesian Coal (5,900 kcal/kg GAR) 69.90 69.90 71.35 71.50 71.75 72.30 72.20 72.30 72.30 72.40 72.40 72.80 72.80 72.80 72.80 72.70 72.40 71.80 71.80 72.00 72.00 72.50 72.50 72.00 72.00 71.75 71.75 70.50 70.50 70.45 Indonesian Coal (5,000 kcal/kg GAR) 54.00 54.00 55.50 55.60 56.00 56.75 56.50 56.70 56.70 56.70 56.70 56.80 56.80 57.00 57.00 56.50 55.90 55.50 55.50 55.30 55.30 56.00 56.00 55.50 55.50 55.00 55.00 54.40 54.40 54.50
FREIGHT RATES
CIL targets 8% production growth in 12th Plan

ICMW
Coal India Ltd (CIL), which witnessed near zero growth over the last three years, expects its production to grow by an average of 8% during the XII Five Year Plan period. We expect around 8% growth in production during the five year plan, a senior CIL official told ICMW on October 19. Earlier, former chairman N.C. Jha said last year that the company might reach the production level of 615 million tons (mt) in FY17, the terminal year of the 12th Plan. CIL has a production target of 464 mt for the current fiscal. At the rate of 8% annual growth, the company would reach around 630 mt of coal production by FY17, exceeding the target set earlier.
SCCLs H1 coal production up 6.86%

ICMW
The Singareni Collieries Company Ltd (SCCL) produced a total of 23.13 million tons (mt) of coal during the first half (April-September) of 2012-13, up 6.86% comared with 21.64 mt produced during the corresponding period of 2011-12, according to provisional data available with ICMW. The production during the first half of current financial year was, however, 3.99% lower than the target of 24.09 mt, the data revealed. SCCL has been given a target to produce 53.10 mt coal in 2012-13. The company produced a total of 3.85 mt coal in September, up 77.42% from 2.17 mt produced in September 2011, but lower from the production target of 4.19 mt for the month. Following table provides monthly break-up of coal production by SCCL (in million tons):
2012-13 3.17 4.27 4.23 3.74 3.88 3.85 23.13
2011-12 3.51 3.98 4.13 3.88 3.98 2.17 21.64
Captive coal blocks H1 coal production 19.72% lower than target

ICMW
Contd. on next Pg
October 31, 2012
STEAM COAL
The production of coal from Indias captive coal mines, including that from mines of SAIL and Tata Steel, stood at 22.96 million tons (mt) during the first six months (April-September) of 2012-13, 19.72% lower than the target of 28.60 mt for the period, according to provisional data available with ICMW. The production during the first six months of 2012-13 was, however, 6.74% higher compared with 21.51 mt produced during the corresponding period of 2011-12, the data revealed. Going by the current trend, captive coal mines are set to miss their production target of 57.20 mt for 2012-13, industry experts believe. The production from captive coal mines in September stood at 3.29 mt, up only 1.54% compared with 3.24 mt produced in September 2011. The production during the month was 31.03% lower than the target of 4.77 mt for the month and also lower from 3.46 mt produced in August. The production by all the operating captive coal mines, including 30 mines that came into operation after 1993, during 2011-12 stood at 44.76 mt, much lower
than the target of 56 mt, but marginally higher than 43.07 mt produced in 2010-11. Going by the current trend, it is expected that 2012-13 production would not touch even 50 mt level. Following table provides monthly break-up of coal production by captive blocks (in million tons):
Month April May June July August September Total 2012-13 4.38 4.19 3.97 3.97 3.46 3.29 22.96 2011-12 3.68 3.76 3.73 3.65 3.38 3.24 21.51
Note: Figures may not tally due to rounding of decimals and revision in figures, the details of which is not available with ICMW.
Decline in Indias pithead coal stock 6th month running in Sep

ICMW
Lower production in recent months due to rains and comparatively higher availability of rakes led to decline in Indias pithead vendible coal stock for the six month running in September, according to provisional data available with ICMW. The pithead vendible stock declined by 7.69% on the last day of September to 50.40 million tons (mt) from 54.6 mt in August, 58.2 mt in July, 63.6 mt in June, 67.1 mt in May and 69.89 mt in April. However, the stock on the last day of September 2012 stood higher compared with a stock of 47.49 mt as on the last day of September 2011, the data revealed. Following table provides details of pithead vendible coal stock on various dates (in million tons):
Name of Company ECL BCCL CCL NCL WCL SECL MCL NEC CIL SCCL Others* All India As on 30.09.2012 1.89 5.05 9.43 6.02 4.40 3.88 16.95 0.03 47.65 1.10 1.65 50.40 As on 31.08.2012 2.30 5.20 10.80 6.20 4.40 4.60 18.20 0.03 51.70 1.20 1.80 54.6 As on 31.07.2012 2.8 5.6 11.8 6.2 4.5 5.4 19.4 0.1 55.8 1.2 1.2 58.2 As on 30.06.2012 3.2 5.8 13.1 6 5.2 6.5 20.7 0.1 60.3 1.4 1.8 63.6 As on 31.05.2012 3.5 6.1 14 6.6 5.3 7.2 21 0.1 63.6 1.5 2 67.1 As on 30.04.2012 3.7 6.5 15.3 6.6 5.2 8.2 21.5 0.1 67.1 1.7 1.1 69.9 As on 30.09.2011 2.69 5.88 11.4 1.42 3.46 6.12 14.53 0.12 45.62 0.78 1.09 47.49
*Source: Various coal companies
ICMW
Contd. on next Pg
October 31, 2012
STEAM COAL
Indias domestic coal despatches fall fourth month running in Sept
Indias domestic coal despatches to various consuming sectors fell fourth month running in September after touching a high of 47.34 million tons (mt) in May, according to provisional data available with ICMW. The despatches in September stood at a low of 39.93 mt, 8.61% lower than the target of 43.69 mt for the month, but significantly higher than 33.01 mt despatched in September 2011. The despatches during the first six months (April-September) of 2012-13 stood at
262.20 mt, up 7.27% from 244.43 mt despatched during the corresponding period of 2011-12, but 4.92% or 13.58 mt lower than the target of 275.78 mt for the period. Following table provides details of despatches (in million tons):
Name of Company CIL SCCL Others* All India September 2012 32.6 3.92 3.41 39.93 2011 27.65 2.02 3.34 33.01 August 2012 32.9 3.9 3.5 40.2 2011 30.5 4.1 3.4 38 2012 36.1 4 3.8 43.9 July 2011 35.7 4.1 3.7 43.5 2012 36.2 4.3 4 44.5 June 2011 34.1 4.3 3.6 41.9 2012 38.7 4.5 4.1 47.3 May 2011 35.2 4.2 3.7 43 2012 37.7 4.6 4 46.3 April 2011 37 4.5 3.6 45 Total 2012-13 214.28 25.13 22.79 262.2 2011-12 199.93 23.21 21.29 244.43
*Excluding Meghalaya
CILs coal dispatches down 0.82% m-o-m in September

ICMW
The coal dispatches by Coal India Ltd (CIL) in September 2012 witnessed a fall of 0.82% and stood at 32.6 million tons (mt) as compared to 32.87 mt in August, according to provisional data available with ICMW. However, the despatches during the month of September 2012 were up 18.37% compared with 27.54 mt despatched in September 2011. The data revealed that CILs dispatches stood at 36.11 mt in July 2012, 36.21 tons in June 2012 and 38.73 mt in May 2012. The dispatch target for September 2012 was 34.85 mt whereas in August 2012, the dispatch target was 36.09 mt. The offtake of coal by CIL, including colliery consumption, in September 2012 was 32.65 mt, down 0.79% from the offtake of 32.91 mt in August 2012. Following is the detail of coal dispatches to various consuming sectors (in million tons):
Sector Power Steel+Cokeries Cement Fertilizer Others Total Target for September 2012 25.52 0.78 0.58 0.19 7.72 34.85 Achieved for September 2012 24.04 0.51 0.58 0.19 7.39 32.6 Achieved for September 2011 19.39 0.61 0.76 0.17 6.56 27.54
Coal production shortfall to be 200 mt by 2016-17: Rao

ICMW
October 31, 2012
10
STEAM COAL
Domestic coal production will fall short of demand by around 200 million tons (mt) by the end of the Twelfth Plan (2016-17), Coal India Ltd (CIL) chairman S. Narsing Rao said on October 11. While domestic demand will reach around 1 billion tons, production can be augmented only up to the level of 750-800 mt, thereby leaving a gap of around 200 mt, Rao said at a panel discussion organised by Assocham and Financial Journalists Club (FJC), Kolkata. The demand can vary a little bit, but I dont expect domestic production to go beyond 800 mt by any means, he said, adding that the shortfall faced in the last few years will be there at least in the medium term. He, however, said that establishment of rail connectivity to unconnected mining blocks can help mitigate the crisis to a significant extent. To this end, the large blocks in far flung areas of Jharkhand, Chhattisgarh and Odisha should be connected by rail links, for which CIL is ready to invest. He also suggested setting up of power plants at pithead to reduce transportation costs of utilities.
Assocham calls for deregulation of coal sector

ICMW
Leading industry association Assocham has called for deregulation of the coal mining sector in India and said it would help mitigate the current coal crisis facing the industry. The industry should be given a foothold in coal mining sector. Private players should be given a level playing field, D.S. Rawat, secretary general, Assocham, said on October 11. Rawat was speaking at a panel discussion on Indian coal story current challenges and future outlook, organised by Assocham and Financial Journalists Club (FJC), Kolkata. He also welcomed foreign technology and investments in the mining sector, saying that technology upgradation would help the country to achieve efficient use of the natural resources. DVC chairman R.N. Sen, who was also present, said the government should allocate the abandoned blocks to state owned power producers like NTPC and DVC. There are a large number of abandoned blocks where statutory clearances are not required. At current level of prices, these blocks will be viable. If the government allocates those to state owned power producers like NTPC and DVC. There are a large number of abandoned blocks where statutory clearances are not required. At current level of prices, these blocks will be viable. If the government allocates those to state-owned utilities like us, it will help unlock significant amount of coal for other usages, he added. The Association of Power Producers (APP), an apex body of major power utilities of the country, today urged Coal India Ltd (CIL) to go for importing coal for meeting the supply gap and welcomed the price pooling mechanism suggested by the government. Till such time that necessary policy interventions are introduced and domestic supply catches up with power sectors requirements (of coal), the gap will need to be filled by imports and by pricing adjustments or price pooling mechanism, Dr Ashok Khurana, director general, APP, said on October 11. While addressing a panel discussion on Indian coal story current challenges and future outlook, organised by Assocham and Financial Journalists Club (FJC), Kolkata, he said CIL should have no objection to the idea as price pooling will be revenue neutral for the coal miner. Meanwhile, the government should go for augmenting domestic production through mining developers and operators (MDO), opening up of the sector for private mining and policy for disposal of surplus coal, he said. However, as per current projections, there will be a shortfall of around 185 million tons (mt) of coal at the end of the Twelfth Plan (2016-17), he noted.
APP wants CIL to import, welcomes price pooling

ICMW
Indian power utilities September coal import down 26.34% m-o-m

ICMW
Contd. on next Pg
October 31, 2012
11
STEAM COAL
The import of steam coal by Indian power utilities, including imported coal based plants, in September 2012 stood at 3.02 million tons (mt), down by 26.34% from 4.1 mt in August, as per provisional data of Central Electricity Authority (CEA) available with ICMW. The import in September was lower than the target of 5.83 mt set by CEA for the month, but 0.37 mt higher than 2.65 mt imported in September 2011, the data revealed. During September 2012, imported coal based plants had brought in 1.67 mt of coal whereas during the previous month, the figure stood at 2.17 mt. The import during the first six months of 2012-13 stood at 24.97 mt, 28.66% lower than the target of 35 mt set for the period. However, imports during the first six
months of current financial year were up 19.42% compared with 20.91 mt imported during the corresponding period of 2011-12, according to the data. CEA has set a target of 70 mt for coal import by power utilities, including 24 mt by imported coal based plants, for 2012-13. However, during 2011-12, imported coal based plants had brought in 17.61 mt of coal. The figure for imported coal based plants for 2010-11 stood at 8.08 mt, according to data available with ICMW. (See details on Pg. 80-81)
Imported coal stock at ports for power utilities down m-o-m in Sept
ICMW
The stock of imported coal for supply to power utilities at various ports of the country fell by 43.13% to 0.298 million tons (mt) as on September 30, 2012 as compared to 0.524 mt as on August 31, 2012, according to a data of Central Electricity Authority (CEA). The stock of imported coal meant for supply to power utilities stood at 1.34 mt as on September 30, 2011, according to the data. The stock had been rising consistently from March 2012 from a level of 0.390 mt to 0.679 mt as on April 30, 2012 while on May 31, 2012 it stood at 0.705 mt but after witnessing a rise for four consecutive months, it had experienced a fall in July. Again the stock level moved up in the month of August but experienced a fall in September, according to data available with ICMW. Coal India Ltd (CIL) has invited bids from companies for appointing a consultant who will help CIL develop an agreement for supply of imported coal to power utilities that have a fuel supply agreement (FSA) with the state-run firm. CIL (Coal India) having finalised the FSA model and side agreement now looks forward for an advisory service to develop a legally-commercially enforceable agreement between all the parties concerned that is seller (coal company), the purchaser(power plant), the supplier (CIL) and the importing agency, CIL said in a notice inviting tender. Further, CIL also intends the advisory service provider to develop a suitable notice inviting tender (NIT) in line with the similar arrangements prevalent between the PSU/State, power utilities/industrial units and PSU/Government trading agencies like MMTC/STC/MSTC/PEC etc for supply of imported coal on end-to-end package service basis, it said. The package service under the NIT would include import of coal to Indian ports, arranging vessels, stevedoring, handling, storage, port clearances and delivery at power stations, the notice said. CIL has entered into a legally binding FSA with power utilities, under which it is committed to supply 80 percent of the contracted quantity. However, given the slow growth in coal production, the company is likely to face a supply shortfall with respect to the contracted volume. To fulfill its commitment, the company was asked by the coal ministry to consider meeting the shortfall through imports. Recently, the CIL board has approved the modified FSA without price-pooling with 65% domestic coal and 15% imported coal at cost plus basis. The Maharashtra State Power Generation Company Ltd (Mahagenco) has decided not to place order for high calorific coal against its tender floated sometime in August, an industry source said. The company has already placed orders for low CV coal, but has decided not to place order for high CV coal because of high price quoted by suppliers, the source claimed. Contd. on next Pg
12
CIL invites bids for selection of consultant for imports

ICMW
ICMW
October 31, 2012
STEAM COAL
Mahagenco scraps high CV coal tender
The company might go for re-tendering of high CV material after a decision to this respect is taken by its board of directors, the source added. On September 28, ICMW had reported that Mahagenco, which had floated a tender for procurement of 3.673 million tons (mt) of imported steam coal of 6300 Kcal/kg (ADB) and 4600 Kcal/kg (GAR) types, may not place the order. Incidentally, Mahagenco had received bids from four leading suppliers. This imported steam coal was to be procured by Mahagenco for its Nasik, Bhusawal, Khaparkheda, Chandrapur, Koradi and Parli Thermal Power Stations and the last date for submission of bids was scheduled on September 20, 2012.
NTPC floats IFBs to procure 7 mt of imported steam coal

ICMW
NTPC Limited, Indias largest power utility, has floated seven invitations for bids (IFBs) separately to procure a total of 7 million tons (mt) of imported steam coal for its various power plants, according to information available with ICMW. Out of the total amount of imported steam coal to be procured, 0.8 mt is for Simhadri and Ramagundam power plants, 1.25 mt for Dadri, Tanda & Unchahar plants and 0.8 mt for Rihand, Vindyachal & Singrauli power plants, the last date of bid submission for which is scheduled on November 15, 2012. Out of the remaining quantity, 0.4 mt of the material will be procured for Simhadri power plant, bids for which can be submitted till November 14, 2012. On the other hand, 1.25 mt will be procured for Farakka, Kahalgaon & Badarpur plants, 1.25 mt for Talcher Thermal & Talcher Kaniha plants, 1.25 mt for Korba, Sipat & Mouda plants bids for which can be submitted till November 16, 2012. The material to be procured should have GCV of 5,800-6,500 Kcal/Kg with up to 20% total moisture, 20% ash content on air dried basis and up to 0.9% Sulfur on air dried basis. The total amount of imported coal will have to be delivered to power stations over a four-month period, as per delivery schedule to be given to the successful bidder. ICMW had reported on September 28 that NTPC Limited, which had floated invitation for bids (IFB) for procurement of a total of 5.1 mt of imported steam coal for the utilitys 14 thermal power plants, had placed the order to MMTC Limited and Adani Enterprises after a prolonged delay.
Gupta Energy floats tender for 1.2 mt imported coal for TPS
ICMW
October 31, 2012
13
STEAM COAL
Gupta Energy Pvt Ltd, part of the Nagpur based Gupta Group, has invited bids for procurement of 1.2 million tons (mt) of imported steam coal during 2012-13 for its thermal power plant at Chandrapur district of Maharashtra. The tenders should be placed on FOR basis for Vimla Siding for its 660 MW thermal power plant at Usegaon village in Gugus (Chandrapur). Out of the 660 MW, 2x60 MW is operational and 2x270 MW is under erection stage. According to the document, the prospective bidders should have supplied 200,000 tons (in single year) of imported coal on FOR plant/siding basis. The last date for submission of bids is November 10, 2012. Asked why Gupta Group, which is a leading importer of coal in India, had to float a tender for its own TPS, a company source said, Gupta Coal procures coal for other generators from time to time, but currently our hands are full. So we decided to float a tender for our project. He however added that future requirements for Gupta Energys upcoming coal based generation units would also likely be procured through the tendering route. The upcoming TPS projects include a 500 MW unit near Ranchi, Jharkhand and another unit in Maharashtra. As for the Chandrapur project, 270 MW capacity would come up by another 12-18 months. But work is on in full swing and we expect to commission the plant ahead of schedule, the source said.
Hindustan Zinc to procure 300,000 tons imported steam coal

ICMW
Hindustan Zinc Limited (HZL), a part of the Vedanta group, is set to procure around 300,000 tons of imported steam coal, according to information available with ICMW. The material to be procured may be of Indonesian/ US/ Columbian or Australian origin and the shipment period will be from October 2012 to December 2012 while the material will be discharged at the Navlakhi port. The imported coal should have GCV more than 5600Kcal/Kg (ARB), less than 18% total moisture, less than 15% ash content and less than 3.5% sulphur. Interested parties can submit their bids within October 17, 2012. Indias third largest cement maker, UltraTech, is in market to procure 100,000 tons of imported steam coal, an industry official said. The company has already completed offer stage work and is now busy with negotiation of price, the official said, adding, negotiation is likely to be completed within this month and delivery might start in December. UltraTech like many other cement makers of India has been encouraged to finalise their imported coal plans following sharp decline in South African coal prices in October. Cement makers in India generally prefers buying South African coal because of low cost on per GCV basis. Madras Aluminium Company Ltd (Malco) is in market to procure 100,000 tons of imported steam coal, an industry source said on October 25. Malco has invited offers from suppliers, but it is just the beginning of the entire process, the source said. The company might settle for Indonesian coal. Shree Cement Ltd, Indias leading cement maker, has decided to buy around 300,000 tons of petroleum coke (Fuel Grade) instead of around 500,000 tons of US steam coal that it was planning to buy earlier for loading between November and January 2013, a company source told ICMW. Pet coke is cheaper right now compared with US steam coal and so we have decided to contract for five shipments of petroleum coke which would be loaded from the US Gulf between November 2012 and January 2013, the source said. The deal was finalised for petroleum coke with 6.5% sulphur during the last 10-15 days at CFR price ranging between $94 and $96 per ton, he added. Asked what prompted the company to buy petroleum coke instead of US steam coal for which they were negotiating earlier, the source said, Shree has got pet coke at low price.. so why buy steam coal at high price. Shree Cement will save a minimum 10-12% in per heat unit wise cost by procuring pet coke at around $94-$96 per ton CFR (7600 Kcal/kg NAR) over offered high sulphur US steam coal price of around $86 per ton CFR for 6000 Kcal/kg NAR, the official said. Earlier at the beginning of October, it had been reported by a section of international media that Shree Cement has finalised a deal to procure 0.5 million tons of US steam coal at around $102 per ton cfr, which was subsequently refuted by Shree Cements. On September 13, ICMW had reported that Shree Cement is in talks with some miners in the US to buy upto 500,000 tons of high calorific and high sulphur steam coal for delivery between January and June 2013. The deal was to be finalised in the week beginning on September 17, but Shree has now decided not to buy US steam coal as price quoted by the miners was believed to be slightly on the higher side.
14
UltraTech in market for 0.1 mt steam coal

ICMW
Malco in market for 0.1 mt steam coal

ICMW
Shree Cement to buy 0.3 mt pet coke instead of US steam coal

ICMW
October 31, 2012
STEAM COAL
Indian cement maker selling US steam coal

ICMW
A leading Indian cement maker, which has earlier contracted to buy high sulphur US steam coal, is now re-selling the material in small or bulk quantities depending on the requirement in order to clear its stock, according to information available with ICMW. The cement maker has decided to re-sell the material which it had brought for its own use as it has managed to struck deals to buy alternative material at a substantially low cost, ICMW understands. An industry source told ICMW that the cement maker on October 26 sold around 1000 tons of US steam coal from its stock lying at Kandla port on the west coast of India at all inclusive price, including loading, of Rs 6100 per ton. The company has a stock of around 100,000 tons of US steam coal (believed to be Blacksville #2 Thermal coal) at present and fresh arrivals as per previous contracts will also take place. The cement maker is trying to sell the existing stock as well as those expected to arrive, the source said.
DVC to import bulk of requirement in H2

ICMW
Damodar Valley Corporation (DVC), which has planned to import 3 million tons (mt) of coal in 2012-13, is going to procure bulk of the requirement during the second half of the year, a top company official told ICMW. So far we have imported only 150,000 tons of coal. The remaining part will be imported in coming months, the official said. The power utility has placed the order to MMTC Ltd for Indonesian coal, he said.
RRVUNL floats NIT to procure 0.27 mt indigenous coal

ICMW
Rajasthan Rajya Vidyut Utpadan Nigam Ltd. (RRVUNL), a government of Rajasthan undertaking, has floated a notice inviting tender (NIT) for procurement of 0.27 million tons (mt) (+/-10%) of indigenous non-coking coal for delivery at Chhabra Thermal Power Station of RRVUNL, according to information available with ICMW. The tender document including detailed NIT, pre-qualifying requirement and specifications can be downloaded w.e.f 04.10.12 from the website www.rvunl.com. Interested parties can submit their bids till November 1, 2012 up to 2.30 pm while the bids will open on the same day at 3 pm.
NEPA floats NIT to procure 5,000 tons steam coal

ICMW
NEPA Limited, a Government of India undertaking, has floated a notice inviting tender (NIT) for procurement of 5,000 tons of good quality, handpicked, dry steamed, selected coal from the open market by road, according to information available with ICMW. The material to be procured should have GCV of 5200 Kcal/Kg(ADB), 10% total moisture and negligible amount of sulphur and the size of coal should not be less than 100 mm. Indias coal import from Richards Bay Coal Terminal (RBCT) of South Africa rose marginally in September to 1,748,242 tons compared with 1,649,635 tons imported in August, and was also up by 41.6% compared with 1,234,605 tons imported in September 2011, according to data made available to ICMW by one of the promoters of the terminal. India accounted for 33.37% of the total coal exported through the terminal in September compared with 28.04% share in August. Its share in total export from RBCT in September 2011 stood at 24.91%. Indias coal imports from RBCT rose in September while it fell in August after
Contd. on next Pg
Indias Sept coal imports from South Africa up marginally

ICMW
October 31, 2012
15
STEAM COAL
witnessing rise in July and June. The import had fallen continuously between March and May 2012. Indias total coal imports from South Africa during the first nine months of 2012 stood at 14,703,740 tons, up 24.11% compared with 11,846,954 tons imported during the corresponding period of 2011. With the rise in imports during the first nine months, Indias share in total export through RBCT rose to 29.67% compared with a share of 27.15% during the corresponding period of 2011. In 2011, Indias coal import from South Africa stood at 16,132,140 tons, down 23.18% as compared with 20,999,761 tons in 2010. Following is the detail of Indias coal imports from RBCT during the first nine months of 2012 and 2011:
Indias coal imports from RBCT (In tons)
Month January February March April May June July August September Total 2012 12,55,412 19,15,301 19,06,978 15,77,256 13,71,460 15,83,151 16,96,305 1,649,635 1,748,242 14,703,740 2011 15,14,421 8,65,548 14,80,596 12,17,071 12,65,774 12,06,449 12,86,158 17,76,332 1,234,605 11,846,954
RBCTs September coal exports down 10.95% m-o-m

ICMW
The export of coal through Richards Bay Coal Terminal (RBCT) of South Africa fell in September on decline in imports by China, according to data made available to ICMW by one of the promoters of the terminal. The export in September fell by 10.95% to 5,239,216 tons in September from 5,883,215 tons in August and was up 5.7% compared with 4,956,556 tons in September 2011. However, the export in August fell by 6.31% to 5,883,215 tons from 6,279,244 tons in July whereas the export in July was up 15.13% compared with 5,454,166 tons in June and was up 17.86% in June compared with 4,627,648 tons exported in May. The coal export through the terminal during the first nine months (JanuarySeptember) of 2012 stood at 49,548,739 tons, up 13.57% compared with 43,629,165 tons exported during the corresponding period of 2011. Following is the detail of monthly coal export through RBCT in 2012 and 2011 (in tons):
Months January February March April May June July August September Total 2012 44,63,987 60,87,111 63,39,413 51,74,739 46,27,648 54,54,166 62,79,244 5,883,215 5,239,216 49,548,739 2011 43,89,925 45,67,807 53,53,497 48,10,185 35,26,751 43,57,091 68,91,455 4,956,556 43,629,165 47,75,898
October 31, 2012
16
STEAM COAL
Sharp fall in Chinas coal imports from SA in September

ICMW
After witnessing continuous growth between May and July, the import of coal by China from Richards Bay Coal Terminal (RBCT) of South Africa fell sharply in September for the second consecutive month after August 2012, according to information available with ICMW. According to data made available to ICMW by one of the promoters of the terminal, Chinas coal import from South Africa in September stood at 656,361 tons from a high of 895,239 tons in August. The import by China from South Africa in September 2011 stood at 911,612 tons. The total coal import by China from South Africa during the first nine months of 2012 (January-September) stood at 10,086,776 tons, up 47.79% compared with 6,824,635 tons imported during the corresponding period of 2011. Following is the monthly detail of coal import by China from RBCT in 2012 and 2011 (in tons):
Months January February March April May June July August September Total 2012 3,16,365 9,64,421 12,51,086 8,14,535 13,50,027 17,30,684 21,08,058 895,239 656,361 10,086,776 2011 4,52,714 6,24,189 4,51,391 5,04,834 3,28,712 7,77,147 12,68,822 15,05,214 911,612 6,824,635
Sharp fall in Asian & African countries coal import from SA in Sept
ICMW
The import of coal by African and Asian countries, except India, from Richards Bay Coal Terminal (RBCT) of South Africa fell by 28.49% in September to 1,356,733 tons compared with 1,897,167 tons imported in August, according to data available with ICMW. The decline in September import was largely due to sharp fall in import by China even as import by UAE and Pakistan increased marginally. The import in September this year was down 27.49% compared with 1,871,169 tons imported in September 2011. The import by Asian and African countries from South Africa, however, stood at 21,202,276 tons during the first nine months (January-September) of 2012, up 27.45% compared with 16,635,170 tons imported during the corresponding period of 2011, the data revealed. Following is the detail of coal import from RBCT by Asian and African countries in 2012 and 2011 (in tons):
Country China Japan La Reunion Malaysia Mauritius Pakistan Singapore South Korea Taiwan Thailand 2012 (Jan-Sept) 10,086,776 304,996 368,405 2,180,748 388,541 408,397 161,868 1,560,725 4,286,978 143,591 2011 (Jan-Sept) 6824635 318905 313200 1852533 502249 493255 1,603,237 2,949,342 0 September, 2012 656,361 52,498 294,356 101,503 September, 2011 911,612 52,554 68,147 181,650 54,992 August, 2012 895,239 Nil 53,382 218,646 Nil 54,081 Nil Nil 4,90,123 Nil July, 2012 21,08,058
2,14,468 1,46,392 4,53,414 3,27,231
324,414
Contd. on next Pg
October 31, 2012
17
STEAM COAL
India Coal Market Watch Contd. from previous Pg Togo UAE Madagascar Ethiopia Maputo Dijibouti Senegal Nigeria Total 94,718 782,093 289,316 47,101 53,166 44,857 46,396 1312409 33,000 Nil 145,813 Nil Nil Nil Nil 39,883 Nil 1,897,167
252015
197,286
2,12,975 49,500
21,202,276
353009 33,000 16,635,170
80,514 1,356,733 1,871,169
41,123 3,553,161
Coal export to Atlantic countries from RBCT falls in September

ICMW
The export of coal to Atlantic countries from Richards Bay Coal Terminal (RBCT) of South Africa fell by more than 15.36% in September to 1,977,427 tons from 2,336,413 tons in August, according to data available with ICMW. The exports in September this year was, however, higher by 18.79% compared with 1,664,680 tons exported in September 2011, the data revealed. The total export during the first nine months (January-September) of 2012 was down by 13.11% to 12,775,338 tons from 14,702,041 tons exported during the corresponding period of 2011. Following is the detail of coal export to Atlantic countries from RBCT during the first nine months of 2012 and 2011 (in tons):
Country ARA Argentina Brazil Denmark France Greece Ireland Israel Italy Mexico Portugal Spain Turkey UK TBC Total 1,319,883 1,047,001 321,241 142,601 12,775,338 38056 3,454,116 2,068,737 219,989 2012 (Jan-Sept) 3,035,438 91,688 652,538 180,224 203,826 2011 (Jan-Sept) 2,834,395 94,225 519432 1181218 462190 27,500 48,380 2638453 2788073 395764 47,395 2312252 1062877 251,987 37900 14,702,041 1,977,427 1,664,680 167,003 232774 334993 333794 112680 332132 339708 73721 180224 60487 152,782 151480 Sep-12 816744 Sep-11 353,585 August,2012 8,50,077 Nil 95,493 Nil 1,43,339 Nil Nil 3,28,278 3,64,320 1,37,497 Nil 1,60,942 2,56,467 Nil Nil 2,336,413 July,2012 3,28,164 Nil 52,533 Nil Nil Nil Nil 4,88,700 Nil Nil Nil Nil 1,60,381 Nil Nil 1,029,778
CIL expected to report 25% PAT growth in Q2

ICMW
October 31, 2012
18
STEAM COAL
Coal India Ltd (CIL), which posted a 7.85% growth in profit after tax (PAT) in the first quarter (Q1) of 2012-13, is expected to witness around 25% year-on-year growth in PAT at Rs 2,800 crore in the second quarter (Q2) this year. According to analysts tracking the stock, CILs Q2 revenue may grow at the rate of 12% year-on-year to Rs 14,700 crore. As for production growth, the market expects around 12% increase in Q2 FY13 to 90 million tons (mt). This however will show a decline from 102.47 mt recorded in Q1 FY13. Some analysts estimate a 3.7% quarter-on-quarter decline in blended realizations because of lower e-auction volumes of 10.5% against 12% in the first quarter of 2012-13 and lower e-auction realisations of Rs 2,350/ton compared to Rs 2,562/ton in the first quarter of 2012-13.
Steam coal import via Kolkata up 94.87% m-o-m in September

ICMW
Steam coal import through the port of Kolkata stood at 66,898 tons in September, up by 94.87% from 34,329 tons in August, as per information available with ICMW. Total imports of steam coal for the six-month period ended September stood at 881,701 tons as compared to 1,707,903 tons imported during corresponding period of 2011-12. Following are the details of steam coal import via Kolkata:
Month April May June July August September October November December January February March Total 2012-13 (in tons) 205,201 278,834 158,808 137,632 34,329 66,898 2011-12 (in tons) 185,911 239,619 350,258 344,798 252,849 334,470 227,277 209,554 155,166 160,871 178,449 136,892 2,776,112
881,701
During September 2012, 62,602 tons came in from Indonesia at a price range of Rs 2820-Rs 4018($50-$71)/ton while the rest of 4296 tons came from Singapore at a price of Rs 3496($62)/ton. In August, the entire amount of steam coal came from Indonesia a price range of Rs 3,112 ($56)/ton and Rs 3,983 ($71)/ton. [$1 = Rs 55.90] (See details on Pg. 93)
Steam coal import via Paradip up m-o-m in September

ICMW
Import of steam coal through the port of Paradip stood at 712,126 tons in September, moving up 19.54% from 595,728 tons in August, and many times over 144,132 tons in September 2011, as per information available with ICMW. With this, the total import in the six-month period ended September 2012 stood at 3,213,338 tons whereas the figure stood at 3,164,985 tons during the corresponding period of previous fiscal. Following are the details of steam coal import via Paradip:
Month April May June July August September October November December January February March Total 2012-13 (in tons) 301,559 618,017 612,163 373,745 595,728 712,126 2011-12 (in tons) 379,073 752,816 563,059 1,077,516 248,389 144,132 288,456 282,216 542,561 271,109 868,474 747,839 6,165,639
3,213,338
October 31, 2012
19
STEAM COAL
During September 2012, 44519 tons of steam coal came from Australia at a unit price of Rs 5371($95)/ton, 576516 tons came from Indonesia within a price range of Rs 1701-Rs 8346($30-$149)/ton while the rest of 91091 tons came from South Africa within a price range of Rs 5736-Rs 5776 (about $103). However, in August, the lions share (467,035 tons) came from Indonesia, of which MMTC got in 191,890 tons. Of the remaining amount, 83,993 tons came from South (See details on Pg. 94) Africa and 44,700 tons from Australia.
Steam coal import via Vizag drops m-o-m in Sept

ICMW
Steam coal import through the port of Vizag stood at 265, 721 tons in September 2012, down 11% from 299,132 tons in August, but more than 195,225 tons imported in July, as per a compilation by ICMW. The import of steam coal via the port stood at 2,319, 535 tons during the first six months (April-September) of 2012-13, about 25.5% lower than 3,114,369 tons imported during the same period last year. Following is the monthly break-up of steam coal imports via Vizag port during 2012-13 and 2011-12:
Month April May June July August September October November December January February March Total 2,319, 535 2012-13 (in tons) 996,610 491,841 71,006 195,225 299,132 265,721 2011-12 (in tons) 854,564 788,630 220,566 314,029 458,299 478,281 880,616 573,883 684,133 735,522 420,995 958,229 7,367,747
Note: April 2012 and 2011-12 figures are combined import figures of Vizag and Gangavaram port whereas imports for May, June and July 2012 are standalone figures from Vizag.
During September 2012, around 249,721 tons came from Indonesia within a price range of Rs 2,059 ($36.64)/ton to Rs 4,188 ($74.84)/ton. The remaining 16,000 tons came from South Africa in two instalments of Rs 5,776 ($102.77)/ton and Rs 5,959 ($106.03)/ton. (See details on Pg. 95)
Steam coal import via Gangavaram falls m-o-m in September

ICMW
Steam coal import through the port of Gangavaram stood at 240,983 tons in September, moving down 4.33% from 251,877 tons in August, as per a compilation available with ICMW. With this, the total import of the material during the sixmonth (April-September) period stood at 1,641,416 tons. Following is the break-up of steam coal imports in 2012-13:
Month April May June July August September Total Quantity (in tons) 4,89,599 54,784 604,173 251,877 240,983 1,641,416
October 31, 2012
20
STEAM COAL
During September 2012, 160,983 tons came in from Indonesia within a price range of Rs 3198-Rs 3604 ($57-$66)/ton while the rest of 80,000 tons came from South Africa within a price range of Rs 5736-Rs 5858($103-$105)/ton. However, during August 2012, a total of 177,231 tons of steam coal came from Indonesia within a price range of Rs 2648 ($47.37)/ton to Rs 3441($61.56)/ton while the rest of 74,646 tons was brought in from South Africa at a price of Rs 4150 ($74.24)/ton. (See details on Pg. 96)
Steam coal import via Ennore falls sharply m-o-m in Sept

ICMW
Steam coal import through the port of Ennore stood at 247,826 tons in September, down from 696,678 tons in August, as per information available with ICMW. During the first six months ended September 2012, a total of 1,714,475 tons was imported through the port. Following is the monthly break-up of steam coal imports via Ennore port in FY13:
Month April May June July August September October November December January February March Total 2012-13 (in tons) 473,283 296,688 696,678 247,826
1,714,475
In September, the entire quanity of steam coal was brought in from Indonesia within a price range of Rs 2367-Rs 6604($42-$118)/ton while in August 2012, the entire amount of the material was brought in from Indonesia within a price range of Rs 2757 ($49.32)/ton to Rs 6641($118.80)/ton. (See details on Pg. 97)
Steam coal imports via Mormugao drop m-o-m in Sept

ICMW
Steam coal imports through Mormugao port fell to 114,139 tons in September this year compared to 131,777 tons in August, according to provisional data available with ICMW. The import of steam coal through the port during the first six months (AprilSeptember) of 2012-13 stood at 720,382 tons, as compared to 290,618 tons during the corresponding period of 2011-12. Following is the break-up of steam coal imports via Mormugao port during the first six months of FY13 and full FY12 (All quantities are in tons):
Months April May June July August September October November December January February March Total 2012-13 128689 232580 52250 60947 131,777 114,139 2011-12 15000 157995 53800 Nil 52323 11500 163176 129272 173158 206223 188085 121209 1271741
720,382
October 31, 2012
21
STEAM COAL
Of the total imports in September 2012, 111,320 tons came from Indonesia at an assessed price range of Rs 3030/ton to Rs 3113 ($55.34-$55.64)/ton while the remaining 2,819 tons came from South Africa at a price of Rs 6571($116.92)/ton. However, of the total import during the month of August, 78,000 tons came from Indonesia at an assessed price range of Rs 3737/ton to Rs 3811($67-$68)/ton and the balance 53,777 tons came from South Africa at Rs 5415 ($97)/ton, the data revealed. (See details on Pg. 98)
Steam coal import via Mumbai drops 2.98% m-o-m in September

ICMW
Steam coal import through the port of Mumbai dropped 2.98% to 294,748 tons in September from 303,816 tons in August, as per provisional information available with ICMW. With this, the total import of steam coal in the six-month period of April-September stood at 2,519,119 tons. Imports during the corresponding period of previous year (2011-12) stood at 2,058,669 tons. Total steam coal imports in 2011-12 via Mumbai port stood at 4,173,654 tons whereas steam coal imports in September 2011 via the port stood at at 2,48,705 tons. Following is the break-up:
Month April May June July August September October November December January February March Total 2,519,119 2012-13 (in tons) 473,668 459,765 560,549 426,573 303,816 294,748 2011-12 (in tons) 3,99,161 6,41,910 2,63,620 2,83,300 2,21,973 2,48,705 89,007 7,08,431 1,78,228 6,84,097 1,96,449 2,58,773 4,173,654
During September 2012, the entire material came in from Indonesia in two consignments within a price range of Rs.3222-Rs.6855($59-$122) per ton whereas during August 2012, the entire material came from Indonesia in three consignments within a price range of Rs 4148 ($74)/ton to Rs 6872 ($122)/ton. (See details on Pg. 99)
Steam coal import via Kandla up 49.76% m-o-m in September

ICMW
Steam coal import through the port of Kandla stood at 347,964 tons in September, moving up 49.76% from 232,340 tons in August, as per information available with ICMW. Steam coal import through the port during the first six months (April-September) of 2012-13 stood at 1,735,586 tons, dropping around 10.9% from 1,948,809 tons in the corresponding period of 2011-12.
Month April May June July August September October November December January February March Total 1,735,586 Imports in 2012-13 (In tons) 232,656 326,765 279,060 316,801 232,340 347,964 Imports in 2011-12(In tons) 303,825 320,890 333,122 280,078 299,681 411,213 337,881 313,728 270,607 177,605 222,218 353,702 3,624,551 Contd. on next Pg
October 31, 2012
22
STEAM COAL
The total steam coal import via Kandla port stood at 3,624,551 tons in 2011-12. During September 2012, 270,987 tons came in from Indonesia within a price range of Rs 2566-Rs 5151($46-$92) and the rest of 76,977 tons came from South Africa at a price range of Rs 2955-Rs 7082($52-$126). However, in August 2012, the lions share of the material, 213440 tons, came in from Indonesia at a price range of Rs 2,689 ($48.10)/ton and Rs 4129 ($73.87)/ton. The remaining 18,900 tons came in from South Africa at a price range of Rs 5524 ($98.82)/ton to Rs 6,974 ($124.76)/ton. (See details on Pg. 102-103)
Steam coal imports via Mundra port falls m-o-m in Sept

ICMW
The import of steam coal through Mundra port on the west coast of India fell 14.97% in September to 972,281 tons from 1,143,415 tons in August, according to provisional data available with ICMW. The import of steam coal through the port stood at 4,305,575 tons during the first six months of 2012-13, down 31.75% compared with 6,308,787 tons imported during the corresponding period of 2011-12. Following is the break-up of steam coal imports via Mundra port during the first six months of FY13 and entire FY12:
Month April May June July August September October November December January February March Total 4,305,575 2012-13 (in tons) 346,020 539,397 603,889 700,573 1,143,415 972,281 2011-12 (in tons) 1,051,023 1,215,098 828,633 821,594 1,240,959 1,151,480 825,367 528,725 825,319 515,351 226,926 295,221 9,525,696
October 31, 2012
23
STEAM COAL
The import of steam coal through Mundra port in 2011-12 stood at 9,525,696 tons and going by the current trend, the total import of steam coal through the port is likely to be significantly down in 2012-13. During September 2012, 557370 tons of the material came from Indonesia within a price range of Rs 2611-Rs 7444 ($46-$132)/ton, 354911 tons came in from South Africa within a price range of Rs 5506-Rs 6379 ($98-$114)/ton while the rest of 60,000 tons came in from United States within a price range of Rs 5589-Rs 5671 ($100-$101)/ton. However, of the total material imported in August, 60,000 tons came from Canada in the price range of Rs 5528 ($99) to Rs 5589 ($100)/ton, while 163,580 tons came from Colombia at about Rs 5859 ($105)/ton. 517,128 tons came from Indonesia in the price range of Rs 2533 ($45) to Rs 7538($135)/ton. Another 378,248 tons of steam coal came from the South Africa in the price range of Rs 5306 ($95) to Rs 5962 ($107)/ton while the rest of 101 tons came from US at a unit price of about Rs 5620 ($101)/ton. (See details on Pg. 104)
IFCAL extends bid submission date for procurement of anthracite coal

ICMW
IDCOL Ferro Chrome & Alloys Limited (IDCOL), a wholly owned subsidiary of IDCOL and a Government of Orissa undertaking, has extended the bid submission date for procurement of anthracite coal till October 13, 2012 up to 4 pm, according to information available with ICMW. Earlier, the last date for submission of tender was scheduled on September 29, 2012 which has now been extended. IFCAL had floated the tender on September 10, 2012 to procure 200 tons of Anthracite coal for its plant at Jajpur, Odisha. The material to be procured should contain 13% ash, 84% Fixed Carbon, 0.7% Sulphur, 0.03% Phosphorus and 10% moisture while the size of the material should vary between 10-30 mm.
Anthracite coal import via Kolkata falls m-o-m in Sept

ICMW
Anthracite coal import through the port of Kolkata fell to 2058 tons in September 2012 against 26,867 tons in August 2012 and 14,049 tons in the same month last year, as per information available with ICMW. With this, imports in the six-month period ended September stood at 45,048 tons. Imports during the corresponding period of previous year stood at 45,606 tons. Following is the month-wise break-up of imports of anthracite coal via Kolkata port:
Month April May June July August September October November December January February March Total 45,048 2012-13 (in tons) 191 20 15,521 391 26,867 2,058 2011-12 (in tons) 596 3,000 7,377 17,296 3,288 14,049 7,284 12,300 96 938 4,710 1,230 72,165
October 31, 2012
24
STEAM COAL
During September 2012, 504 tons came from China at a price of Rs 27690 ($493)/ ton, 1534 tons came in from Ukraine within a price range of Rs 12263-Rs 12317 (about $219)/ton while the remaining 20 tons came from Vietnam at a price of Rs 29385 ($525)/ton. In August, the highest amount (26,247 tons) of the material came from Ukraine at assessed price range of Rs 10,245 ($183)/ton and Rs 13,174 ($236)/ton. Of the remaining amount, 600 tons came in from China in two instalments at prices of Rs 25,390 ($454)/ton and Rs 25,436 ($455)/ton; and only 20 tons came from Vietnam at a price of Rs 29,149 ($521)/ton. [$1 = Rs 55.90] (See details on Pg. 116)
Anthracite coal import via Vizag up m-o-m in Sept

ICMW
Import of anthracite coal through the port of Vizag stood at 23,426 tons in September 2012, up marginally by 6% against 22,093 tons in August, according to a compilation by ICMW. Import of the material stood at 87,305 tons during the first six months (AprilSeptember) of 2012-13, against 175,065 tons during the same period last year. Following is the monthly break-up of anthracite coal imports via Vizag port in 201213 and combined imports via Vizag and Gangavaram ports in 2011-12:
Month April May June July August September October November December January February March Total 87,305 2012-13 (in tons) 2,416 192 28,582 10,596 22,093 23,426 2011-12 (in tons) 1,580 31,437 6,410 31,363 36,872 67,403 53,324 10,941 70,456 19,515 10,203 3,273 3,42,776
During September 2012, there was only one consignment of the material brought from Russia at a price of Rs 11,877 ($217)/ton. Last month, 96 tons of the material came from China at a price of Rs 21,717 ($388.50)/ton while the remaining 21,997 tons came from South Africa at a price of Rs 8,715($155.90)/ton. (See details on Pg. 110)
Anthracite coal import via Gangavaram sharply down m-o-m in Sept

ICMW
Anthracite coal import through the port of Gangavaram stood at only 1,000 tons in September, sharply down from 10,826 tons in August, as per a revised compilation available with ICMW. With this, the total import in the six-month period ended September stood at 16,004 tons. Following is the break-up of anthracite coal imports in 2012-13:
Month April May June July August September Total Quantity (in tons) 2,304 1,374 500 10826 1000 16,004

October 31, 2012 25
STEAM COAL
During September 2012, the entire quantity of anthracite coal came from Ukraine at a unit price of Rs 9540 ($169)/ton. However, during August the entire material came in two consignments from Ukraine within a price range of Rs 9,352($167)/ton to Rs 9,356 ($167)/ton.
Anthracite coal imports via Chennai at 20 tons in September

ICMW
Anthracite coal imports through Chennai port stood at 20 tons in September 2012 against 86 tons imported in August as per provisional information available with ICMW. During the first six months (April-September) of the current financial year (2012-13), total imports of anthracite coal via Chennai port stood at 358 tons as compared to 187,071 tons imported during the corresponding period of previous year (2011-12). Following table contains the month wise import figures of anthracite coal via Chennai port during 2011-12 and 2012-13:
Month Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar Total 358 2012-13 208 24 20 86 20 2011-12 64,750 112,321 10,000 15,500 8 40 96 202,715
During September 2012, the entire material came from Vietnam at a unit price of Rs 29,385 ($522)/ton whereas in August 2012, out of the total quantity, 20 tons came in from Vietnam at a price of Rs 29,149 ($521)/ton whereas the remaining 39,886 tons came from Spain at a price of Rs 39,886 ($714)/ton. (See details on Pg. 116)
Anthracite coal import via Mundra at 2,078 tons in Sept

ICMW
Import of anthracite coal via Mundra port stood at 2,078 tons during the month of September 2012 while during the previous month (August 2012), the import figure stood at nil, according to provisional data available with ICMW. During the month, the entire material came from Ukraine at a unit price of Rs 12,452 ($222)/ton. In September 2011 too, there was no import of anthracite coal through the port. (See details on Pg. 116)
October 31, 2012
26
STEAM COAL
India adds 870 MW power generation capacity in September

ICMW
A total of 870 MW of power generation capacity was added in India during the month of September 2012 taking the total installed generation of the country to 207876.04 MW, a provisional data prepared by the Central Electricity Authority (CEA) revealed. The capacity addition in August was 550 MW. With this total power generation capacity added during the first six months of 2012-13 (April-September) stood at 7576 MW, as per CEAs revised data. The capacity addition of 870 MW in September was in thermal power sector in private sector companies Meenakshi (150 MW) at Thamminapatnam TPP in Tamil Nadu, Adani Power Limited (660 MW) at Tirora TPP Ph-I in Maharashtra and GEPL (60MW) at GEPL TPP Phase I in Maharashtra. In August 2012 also, the entire capacity addition of 550 MW was in thermal power sector also in private sector companies BPSCL (250 MW) at Bina TPP Unit 1 in Madhya Pradesh and Vidharba Ind. Power Ltd (300 MW) at Butibori TPP Unit 1 in Maharashtra. Following is the detail of capacity addition during the first six months of 2012-13 and full financial year 2011-12 (in MW):
Months April May June July August September October November December January February March Total (Apr-Sept) Total (Apr-March) 7576 7576 2012-13 1760 1070# 2376 950 550 870 2011-12 735 550 2224 1660 1200 786.5 345 2807 1158 895 972 5482* 6369 18814.5*
*As reported by CEA, the capacity addition in March was 5482 MW, but the total figure for 2011-12 was increased by them to 20501.70 MW instead of 18814.50 MW following revision in March 2012 figures. # CEA had earlier reported that capacity addition in May (2012-13) was 1070 MW, but it appears that the figures have been revised to 1130 MW.
ICMW
Contd. on next Pg
October 31, 2012
27
POWER SECTOR
Indias September power generation falls m-o-m
Indias power generation in September fell to 73077.91 million units (MU), down from 74338.11 MU generated in August, according to provisional statistics of the Central Electricity Authority (CEA). The generation in September was significantly lower than the target of 75971 MU, the data revealed. The power generation in September 2011 or the corresponding month of previous financial year was 70497.50 MU against the target of 71238.75 MU, which means year-on-year generation was up only marginally.
Contd. from previous Pg
The countrys power generation during the first six months (April-September) of 2012-13 stood at 455543.96 MU, up 0.71% compared with the target of 452334 MU for the period and up 4.69% compared with 435131.89 MU generated during the corresponding period of 2011-12. Of the total generation in September 2012, 54986.55 MU (49172.99 MU in September 2011) was from thermal sector, 2657.92 MU (2679.95 MU) from nuclear sector, 14504.64 MU (17744.41 MU) from Hydro sector and Bhutan imports was 928.80 MU (900.15 MU). The actual generation was lower than the target of 58432 MU for thermal sector but higher than 14022 MU for hydro sector. However, it was lower from 2676 MU for nuclear sector but higher than 841 MU from Bhutan import. In August 2012, the generation stood at 56687.72 MU from thermal sector, 2579.08 MU from nuclear sector, 14036.04 MU from Hydro sector and Bhutan imports was 1035.27 MU.
Over 30,000 MW generation capacity stranded

ICMW
More than 30,000 MW of thermal power generation capacity is lying stranded in India, due to the shortage of domestic coal, high costs of imports and poor logistics, according to the Association of Power Producers (APP). By my estimates, more than 30,000 MW generation capacity is currently stranded due to fuel unavailability and pricing issues, said Dr Ashok Khurana, director general of APP. However, a top official of the power ministry said the capacity of projects stranded could reach 60,000 MW. Besides the coal crisis, the financial plights of discoms, which have accumulated debt of Rs 200,000 crore, also affected new projects coming up in the Indian power sector growth, they said.
Indias power utilities received 33.65 mt coal in September

ICMW
October 31, 2012
28
POWER SECTOR
Indias power sector utilities received a total of 33.65 million tons (mt) of coal in September 2012, 22.45% higher than 27.48 mt received during the same month in 2011, according to provisional data compiled by the Central Electricity Authority (CEA). Of the total quantity received during the month, indigenous coal was 30.64 mt, 31.22% higher than 23.35 mt received during the corresponding month of 2011. The imported coal received by the power utilities in September 2012 stood at 3.02 mt, 26.69% lower than 4.12 mt received in September 2011, the data showed. The power utilities had received received a total of 35.11 million tons (mt) of coal in August 2012, which means the receipt in September was down by 4.16%. Coal consumption by power utilities in September 2012 was estimated at 31.07 mt, compared with 27.82 mt in September 2011 and 32.18 mt in August 2012. The power utilities have received 213.48 mt of coal during the first six months (April-September) of 2012-13 as compared to 190.57 mt during the corresponding period of 2011-12. On the other hand, coal consumption by power utilities during entire 2011-12 was estimated at 406.77 mt, compared with 377.88 mt in 2010-11. (See details on Pg. 82)
Indian coal cos despatched 26.79 mt coal to power sector in September

ICMW
Indian coal companies Coal India Ltd (CIL) and Singareni Collieries Company Ltd (SCCL) despatched a total of 26.79 million tons (mt) of coal to the power sector in September 2012, according to provisional data compiled by the Central Electricity Authority (CEA). These two companies had despatched 20.87 mt of coal to the power sector in September 2011, the data showed. The despatches in August 2012 stood at 27.32 mt, which means September despatches were down by 1.94% or 0.53 mt less compared to August 2012. Of the total despatches in September 2012, CIL despatched 23.95 mt, while the balance 2.84 mt was despatched by SCCL. In September 2011, 19.39 mt was despatched by CIL while SCCL had despatched 1.48 mt to the power utilities. In August 2012, CIL despatched 24.45 mt, while the balance 2.87 mt was despatched by SCCL. During the first six months (April-September) of 2012-13, the total dispatches stood at 174.32 mt, up 12.85% as compared to 154.47 mt despatched during 2011-12. (See details on Pg. 82) The stock of coal at 89 power plants monitored by Central Electricity Authority (CEA) fell marginally to 8.26 million tons (mt) as on October 7, compared with a stock of 8.64 mt as on September 30, as both indigenous and imported coal stock declined. According to the data of CEA, the stock of imported coal with 89 power plants fell to 0.474 mt as on October 7 from 0.56 mt on September 30 whereas indigenous coal stock fell to 7.79 mt as on October 7 from 8.07 mt on September 30. However, on September 23, stock of imported coal and domestic coal stood at 0.560 mt and 8.29 mt, respectively while on September 16, the figures stood at 0.578 mt and 8.82 mt, respectively. The total number of plants facing critical coal stock situation of less than seven days stood at 47 on October 7 moving up from 35 on September 30 and 37 on September 23 while it stood at 32 on September 16. However, the number of plants facing super critical coal stock situation of less than four days rose to 32 on October 7 compared with 22 plants facing super critical coal stock situation on September 30, while the figures stood at 23 and 19 on September 23 and September 17, respectively. Adhunik Power & Natural Resources Ltd (APNRL), the power arm of Kolkata based Adhunik Group and a step down subsidiary of the listed Adhunik Metaliks, the flagship company of the Adhunik Group, has commissioned the first 270MW unit of its 2x270 MW coal fired thermal power plant, the company said in a statement. The power plant was inaugurated by Arjun Munda, chief minister of Jharkhand, at a function in the Saraikela-Kharsawan district of Jharkhand. APNRL has signed a Power Purchase Agreement (PPA) with the Jharkhand State Electricity Board (JSEB), Power Trading Corporation, Tata Power Trading Company, and West Bengal State Electricity Distribution Company aggregating around 435 MW. The Company has been provided long term transmission open access and has executed Bulk Power Transmission Agreement with Power Grid for 450 MW, the statement said. The Company will operate this power project by utilising coal from its captive mines at Ganeshpur non-coking coal block in the Latehar District of Jharkhand which is expected to be operational by the second quarter of FY14. Until the commissioning of the Ganeshpur coal block, the company has obtained tapering coal linkages from Coal India Limited (CIL).
Coal stock at power plants falls marginally w-o-w

ICMW
Adhunik commissions 270 MW thermal power plant

ICMW
Contd. on next Pg
October 31, 2012
29
POWER SECTOR
The company has also executed Fuel Supply Agreement (FSA) in this respect and has started receiving coal under linkage. APNRL plans to invest Rs 3151.51 crore in the first phase of the project. The equity requirement is being funded by IDFC, SBI Macquarie and Adhunik whereas a consortium of lenders led by State Bank of India have funded the debt requirement of the project.
DVC to produce over 2 mt from captive blocks in FY13

ICMW
Damodar Valley Corporation (DVC), which holds three captive coal blocks, is aiming to produce more than 2 million tons (mt) of coal during the current fiscal year (2012-13), a top company official told ICMW. Production from Barjora (North) is expected to be around 2 mt, while that from Bermo, an old block, would be less than 1 mt, the official said. Currently, the company is planning to increase production from Bermo in coming years. Two other captive blocks, namely Khagra Joydev and Gondulpara (allotted jointly with Tenughat Vidyut Nigam Ltd), are yet to come to the production stage. The state power utility is facing land acquisition problems in Khagra Joydev and forest clearance issues in Gondulpara. The company has joined hands with EMTA Group to raise coal from its newly acquired coal blocks. The Damodar Valley Corporation (DVC) is concerned over the coal quality being supplied to its plants by Coal India Ltd (CIL) subsidiaries and has called for immediate measures to redress the same. The quality of coal being supplied is of major concern for us. Only a few days ago, we received a rake full of mud and muck. We couldnt unload it and had to ask for replacement, R.N. Sen, chairman, DVC, said, while addressing a panel discussion organised by Assocham and Financial Journalists Club (FJC), Kolkata. He also resented the ad-hoc shift from UHV based pricing to GCV based pricing by CIL and said the problem with grade slippage and poor coal quality has not been redressed. Even today, the coal quality is not measured scientifically through a bomb calorimeter, but through a conversion formula. Most of the mines do not have the instruments required for GCV measurement. There are still boulders and mud mixed in coal supplied. He said he didnt expect the grade slippage problems to be addressed even after the signing of Fuel Supply Agreements (FSA) with power utilities. There will still be boulders. If they assure us the impurity will be contained to a certain limit, we will be grateful, Sen added. At a time when price pooling is being looked at as a possible solution to the severe coal crisis facing the power sector, the West Bengal power ministry has expressed its strong objection to the mechanism, saying that this will go against the interest of the state. We oppose the price pooling mechanism strongly. This will do no good to the people of West Bengal. We will oppose the idea to the extent possible, Malay K. De, principal secretary, department of power, government of West Bengal, said on October 11. The price pooling mechanism will essentially cross-subsidise power plants that came up without due consideration to the fuel cost factors and hence faced viability problem, he said while addressing a panel discussion organised by Assocham and Financial Journalists Club (FJC), Kolkata. The state of West Bengal had surplus power but couldnt sell it because of the lack of buying capacity of other state utilities.
30
DVC raises concern over coal quality

ICMW
WB govt against price pooling

ICMW
October 31, 2012
POWER SECTOR
NTPC seeks to enhance capacity at Pakri Barwadih

ICMW
NTPC Ltd, which engaged Thiess India Pvt Ltd as contract miner for the Pakri Barwadih block, has asked to enhance the peak production capacity at the Jharkhand block. According to information available with ICMW, the power utility was in dialogue with Thiess to enhance the capacity to 18 million tons per annum (mtpa) from 15 mtpa planned earlier. The MDO has started working towards achieving the enhanced capacity for the block, sources said. The Pakri Barwadih block is expected to start producing coal from late 2012 or early 2013. On November 30, 2010, the Pakri Barwadih block was awarded to Thiess India by NTPC for development and production. This was reportedly the largest contract ever awarded to Thiess and one of the largest ever awarded by NTPC.
CAG report went against the interest of industry: Assocham

ICMW
The controversial report on coal block allocation by the Comptroller and Auditor General (CAG) of India has affected the banking sector lending to power utilities and also coal user segments which are grossly dependent on domestic production, D.S. Rawat, secretary general, Assocham, said on October 11. The loss as computed by CAG is a notional figureexcept for a few blocks, nobody has started production yet, he said while addressing a panel discussion organised by Assocham and Financial Journalists Club (FJC), Kolkata. Subsequent to the controversy, the government has decided to revisit all captive block allocations made since 1993. This has created problem for the banking sector that lent funds to projects that are coming up on the basis of such allocations. The upshot is that coal mining as a business activity is looked upon as condemnable. This is regrettable, he added.
CCEA approves financial restructuring of Discoms

ICMW
Contd. on next Pg
October 31, 2012
31
POWER SECTOR
The Cabinet Committee on Economic Affairs (CCEA) has recently approved the scheme for Financial Restructuring of State Distribution Companies (Discoms) as per recommendation of an Expert Group under B.K. Chaturvedi, Member (Energy) of Planning Commission, an official release said. The group was set up to look into the issues of State Discoms and to suggest a strategy for the turnaround of the distribution sector. The move is likely to immensely help Discoms reeling under severe financial crunch with estimated accumulated losses of Rs 1.9 lakh crore as on March 31, 2011 due to their inability to pass on increased cost of generation to consumers on political reasons, industry sources said. The scheme contains various measures required to be taken by State Discoms and state governments for achieving the financial turnaround of the Discoms by restructuring their debt with support through a transitional finance mechanism by the Central Government. The scheme is effective as soon as notified and will remain open up to December 31, 2012 unless extended by the government. Support under the scheme will be available for all participating State owned Discoms on fulfilling certain mandatory conditions. As per the scheme, 50% of the outstanding short term liabilities up to March 31, 2012 will be taken over by State Governments. This shall be first converted into bonds to be issued by Discoms to participating lenders, duly backed by a state government guarantee. In addition, the state governments will take over the liability from Discoms in the
next 2-5 years by way of special securities and repayment and interest payment to be done by State Governments till the date of takeover. The third important feature is the restructuring the balance 50% Short Term Loan by rescheduling loans and providing moratorium on principal and the best possible terms for this restructuring to ensure viability of this effort. The release clarified that the restructuring/reschedulement of loan is to be accompanied by concrete and measurable action by the Discoms/States to improve the operational performance of the distribution utilities. For monitoring the progress of the turnaround plan, two committees at State and Central levels respectively are proposed to be formed. The Central Government will provide incentive by way of grant equal to the value of the additional energy saved by way of accelerated AT&C loss reduction beyond the loss trajectory specified under RAPDRP and capital reimbursement support of 25% of principal repayment by the State Governments on the liability taken over by the State Governments under the scheme.
Govt sets 2017 date for universal, uninterrupted access to power

ICMW
The Government of India (GoI) has set a 2017 date for providing universal and uninterrupted access to electricity to all the households in the country. Announcing this today, Prime Minister Manmohan Singh said the government aims to provide 24x7 electricity to all households and affordable access to power in the next five years. To this end, the government is stressing on tapping renewable energy sources such as solar power, the prime minister said while inaugurating International Seminar on Energy Access in New Delhi. About one million households in India are now using decentralised solar energy to meet their lighting energy needs, he said, adding that the government is also striving to light up around 20 million rural households with solar home lighting by 2022. The Jawaharlal Nehru National Solar Mission, launched under the aegis of Indias National Action Plan on Climate Change aims to install 20 Gigawatt of grid connected solar power by 2022.Overall, we aim at accelerating the overall deployment of renewable energy in India to achieve around 55 GigaWatt of renewable power by the year 2017, the prime minister said. In our planning processes in India, we consider access to energy services as vital to inducing rapid development, reducing inequality and making economic growth processes more inclusive. Under the ongoing Rajiv Gandhi Rural Electrification Scheme, our goal is to electrify all the 600,000 villages of India. As a result of our efforts, more than 100,000 villages have been provided with electricity connections in recent years. Now, only a few thousand villages in the country remain unelectrified, he added.
NTPCs Q2 PAT up 30%

ICMW
October 31, 2012
32
POWER SECTOR
NTPC Limited, Indias largest power generating company with an installed capacity of 39174 MW, on October 26 reported a profit after tax (PAT) of Rs 3142.35 crore for second quarter (July-September) of 2012-13, up 30% compared with a PAT of Rs 2424.12 crore during the corresponding quarter of 2011-12. The total income for Q2 stood at Rs. 17,167.88 crore, up 5% from Rs. 16,386.87 crore reported for the corresponding quarter of previous year. For the first half year (April-September), the total income stood at Rs. 34,012.77 crore and the PAT at Rs. 5,641.02 crore up 8% and 25% as compared to Rs. 31,554.76 crore and Rs. 4,499.90 crore respectively for the corresponding period last year.
NLC pays Rs 439.49 crore dividend for FY12

ICMW
Neyveli Lignite Corporation Ltd (NLC) on October 26 paid a final dividend of Rs 439.49 crore to the government of India for the financial year 2011-12, an official release said. The dividend cheque was presented to Minister of Coal Sriprakash Jaiswal by NLCs Chairman cum-Managing Director B Surender Mohan. NLC had declared a dividend at the rate of 28% for the financial year 2011-12. The total dividend payout, including distribution tax, stood at Rs 545.97 crore, the release added. NTPC Limited, the leading power utility of India, has received the Golden Peacock Global Award for Excellence in Corporate Governance for the year 2012, the company said in a statement. The award was received by A.K.Jha, Director (Technical) of NTPC on behalf of the company at London recently from Rt Hon Eric Pickles MP, Secretary of State for Communities and Local Govt. UK in presence of Ola Ullsten, former Prime Minister of Sweden and Lt Gen J S Ahluwalia, PVSM (retd), President, Institute of Directors, India. Implementation of Vallur Power Project of NTPC Tamil Nadu Energy Company limited (NTECL) has been reviewed by K. C. Venugopal , Union Minister of State for Power (MOSP), the company said in a statement. Venugopal visited the main plant area of the project recently to review its progress accompanied by B.P. Singh, Director (Project) NTPC and N. Kannan, CEO of NTECL. Later in a review meeting with the senior project officials, Venugopal informed that the Central Government is tracking the project for speedy implementation as 75% of the power from the project shall be supplied to the State of Tamil Nadu. The State is facing electricity shortage and has taken up the matter with Central Govt. In fact, despite surplus power available in the Northern Grid due to overloading of inter regional transmission system further allocation is not feasible, he said. The stock of coal at 89 power plants monitored by Central Electricity Authority (CEA) fell marginally to 7.63 million tons (mt) as on October 28 compared with a stock of 7.66 mt as on October 21 on decrease in indigenous coal stock despite imported coal stock showing a slight increase. According to the data of CEA, the stock of imported coal with 89 power plants rose to 0.345 mt as on October 28 from 0.210 mt on October 21 whereas indigenous coal stock fell to 7.286 mt as on October 28 from 7.45 mt on October 21. However, on October 14, stock of imported coal and domestic coal stood at 0.425 mt and 7.62 mt, respectively while on October 7, the figures stood at 0.474 mt and 7.79 mt, respectively. The total number of plants facing critical coal stock situation of less than seven days stood at 51 on October 28 while it stood at 50 on October 21 and on October 14 it was at 48 while it stood at 47 on October 7. However, the number of plants facing super critical coal stock situation of less than four days rose to 30 on October 28 compared with 30 plants facing super critical coal stock situation on October 21, while the figures stood at 29 and 32 on October 14 and October 7, respectively. The stock stood at 8.64 mt comprising of 0.56 mt of imported coal and 8.08 mt of domestic coal as on September 30. The number of plants facing critical coal stock situation and super critical coal stock situation stood at 35 and 22 respectively on September 30.
33
NTPC receives award for excellence in Corporate Governance

ICMW
MOSP reviews Vallur Project for implementation

ICMW
Coal stock at power plants falls marginally w-o-w

ICMW
October 31, 2012
POWER SECTOR
Spot coking coal prices firm up in October

ICMW
Spot coking coal prices firmed up in October after a flurry of trades took supply out of the market, giving producers a chance to raise their offers. Premium low-vol HCCs traded at around $149/ton fob on October 29, up from $142/ton fob Australia at the beginning of the month. Low vol PCI prices recovered to $115/ton on October 29 compared to $103/ton at the beginning of the month. The semi soft variety was quoted at $100/ton on October 29 compared to $94/ton in the beginning of the month. Several transactions were heard done into China between $145-149/ton fob, sources said. Appetite in China was strong, suppliers said. This coincided with higher indicative bids for the whole spectrum of metallurgical coals. Producers pointed to a clear improvement compared to the lows seen in September, when prices were $5-10/ ton lower. But some Chinese traders were concerned that the large number of spot cargoes sold to China in September and October could pressure prices in November. Industry sources said in excess of 40 spot cargoes were sold into China in September and October. Firm buying interest was evident in India. Buy-side interest was said to be at $145150/ton fob, for premium variety. India imports 30-35 million tons per year of coking coal currently. Meanwhile, SAIL and RINL concluded negotiations for the purchase of coking coal with Australian miners, industry sources said. While SAIL had contracted for October and November delivery contracts with BHP Billiton-Mitsubishi Alliance or BMA, RINL has contracted for October-December contract with both BMA and Anglo American, sources claimed. Sources claimed that SAIL has agreed to pay $155/ton fob Australia for October despatches and $143/ton for November despatches. RINL, on the other hand, is believed to have contracted with BMA to procure prime coking coal at around $170/ton during the fourth quarter of 2012, the sources said, adding that the steel maker has also contracted with Anglo American at $164/ton fob Australia. India plans to invest about $1 trillion in the infrastructure sector during the 12th Plan period running from April 2012-March 2017. Sources have earlier estimated this would generate some 200-250 mt of steel demand in the period. The following table provides indicative price of coking coal on various dates in October (in $/ton):
Date 01.10.2012 04.10.2012 09.10.2012 15.10.2012 25.10.2012 30.10.2012 Prime Coking Coal 142.00 142.00 143.50 149.00 147.00 149.00 Semi-Soft Coking coal 94.00 92.50 97.00 101.00 98.50 100.50
SAIL, RINL conclude coking coal contracts

ICMW
Contd. on next Pg
October 31, 2012
34
COKING COAL
SAIL and RINL have concluded negotiations for the purchase of coking coal with Australian miners, industry sources said. While SAIL had contracted for October and November delivery contracts with BHP Billiton-Mitsubishi Alliance or BMA, RINL has contracted for October-December contract with both BMA and Anglo American, the sources claimed. SAIL officials, when contacted by ICMW/ISMW refused to comment. However, sources said claimed that SAIL has agreed to pay $155 per ton FOB Australia for October despatches and $143 per ton for November despatches.
Contd. from previous Pg
RINL on the other hand is believed to have contracted with BMA to procure Prime Coking coal at around $170 per ton during the fourth quarter of 2012, the sources said, adding, the steel maker has also contracted with Anglo American at $164 per ton fob Australia.
Indian steel makers disappointed with BHPs October pricing

ICMW
October 31, 2012
35
COKING COAL
Indias steel makers have expressed disappointment with worlds leading coal miner BHP Billitons decision to fix October loading prime coking coal prices at around $168/ton. BHP has reportedly fixed October-December quarterly pricing for prime coking coal with Japanese Steel Mills (JSM) at $170/ton and has subsequently fixed October loading prices at $168/ton, industry sources said. We can understand a pricing of $170/ton for quarterly contracts as one would like to protect themselves against the likes of volatility, even though it is quite high. But for monthly pricing, they have given us a price of $168/ton which is very high. We think they should have come down at least to realistic levels for October pricing and it should have been nearer to current spot price of around $140-$145/ton, the sources said. Disappointment on October pricing as well as quarterly pricing has been expressed by Indian steel makers at a time when prime coking coal is reportedly being sold by Australian miners at around $150-$155/ton cfr China in the spot market as on the last week of September. There are also reports that sub-prime coking coal like Guineyella are being sold at about $125/ton fob. Then why fix the contract price at $170/ton when they are selling in the market at $125/ton, wondered an official of an Indian steel company. According to information available with ICMW, the leading miner BHP had fixed July-September contract price at $190/ton for Peaks Down and at about $180/ton for Guniyella. We would say it is nice of them that they have come down to $170/ton for December quarter from $190/ton in September quarter and around $225/ton from the quarter before. But still, considering the current spot price, the pricing for December quarter is quite baffling, he said. Industry sources said that BHP has managed to settle a slightly higher than expected price for October-December quarter with JSM because they wanted to ensure uninterrupted supplies, as they were allegedly upset with Anglo. They further claimed that contrary to tradition, this time BHP was invited by JSM to settle the prices for October-December quarter and since the miner was invited instead of the other way round, it could manage to settle the contracts at above expected prices. Now taking advantage of JSM settlement, the miners would definitely try to settle the contracts at same prices with Indian steel companies as well, the sources said. The question is now being raised as to why Indian companies should follow JSM, as far as coking coal contracts are concerned. We would have still understood, if they had given Peaks Down at $170 (for October-December) and at $155-$160 for October as that would have been closer to spot price, said an official of a leading steel maker. It is understood that October price of $168/ton has been fixed keeping in mind that it is only Indian and Chinese companies which buy from the spot market. Questions are now being raised whether the contract prices with JSM are only headline prices and whether actual price is something else or lower than that. Only time will tell what the reality is.
Indias JulySeptember coking coal import price trend

ICMW
COKING COAL IMPORTS THROUGH VARIOUS PORTS DURING JULY 12 - SEPTEMBER 12

September'12 Port Quantity (in tons.) 279,487 33,000 362,996 481,747 100,361 25,668 226,387 446,140 1,955,786 Weighted Average Price (Rs./ton) 13,045 12,301 12,745 9,888 10,316 11,350 11,438 12,526 Quantity (in tons.) 140 249,513 7,000 622,987 641,544 86,494 45,365 442,855 616,720 2,712,617 August'12 Weighted Average Price (Rs./ton) 27,429 12,804 14,138 12,362 12,024 11,162 12,628 11,848 12,728 Quantity (in tons.) 158 480,640 7,105 414,866 421,613 111,000 422,105 663,765 2,521,251 July'12 Weighted Average Price (Rs./ton) 27,215 12,037 13,542 12,651 10,913 10,573 12,355 12,644
CHENNAI ENNORE GANGAVARAM KANDLA KOLKATA MORMUGAO MUNDRA NEW MANGALORE PARADIP VIZAG Total Quantity Imported
Soft Coking Coal Imports through Australia during July 12 - September 12

720000 660000 600000 10500 13500 12000
Soft Coking Coal Imports through Australia during July 12 - September 12

11000 10750
Quantity (in tons.)
Price (in Rs./ton)
540000 480000 420000 360000 300000 240000 3000 180000 120000 60000 1500 0 9000 7500 6000 4500
Price (in Rs./ton)
10500
10250
10000
9750
9500
July 1 - July 15
July 16 - July 31
August 1 - August 15
August 16 August 31
Sep 1 - Sep 15
August 1 - August 15
Period W. Avg Price
Hard Coking Coal Imports through Australia during July 12 - September 12

1,700,000 1,500,000 1,300,000 20,000 17,500 15,000
Hard Coking Coal Imports through Australia during July 12 - September 12

14000 13750 13500
Quantity (in tons.)
Price (in Rs./ton)
Price (in Rs./ton)
1,100,000 900,000 700,000 500,000 300,000 100,000
12,500 10,000 7,500 5,000 2,500 0
13250 13000 12750 12500 12250 12000
July 1 - July 15
July 16 - July 31
July 16 - July 31
July 1 - July 15
August 1 August 15
August 16 August 31
August 16 August 31
August 1 August 15
Sep 1 - Sep 15
Sep 16 - Sep 30
July 1 - July 15
July 16 - July 31
August 16 August 31
Sep 1 - Sep 15
Sep 16 - Sep 30
Sep 16 - Sep 30
Period W. Avg Price
Sep 16 - Sep 30
Sep 1 - Sep 15
Note: Understanding the Graph. On the X axis is the time period, the left Y-axis shows quantities imported and the right Y-aixs depicts FOB prices in rupess per ton. The bars in pink reflects the amount of quantites imported during the said period The black and white bars which are known as THE BODY represents the opening and closing price for the said period. If the bar is white, that reflects the closing price is higher than the opening price, and if the bar is black, it means the closing price is lower than the opening price The thin lines above and below THE BODY are known as TAILS and represent the highest and the lowest price for the said period
October 31, 2012
36
COKING COAL
Coking coal price movements

COKING COAL PRICE ASSESSMENT
190.00 180.00 170.00 160.00 150.00
FOB ($/TON)
140.00 130.00 120.00 110.00 100.00 90.00 80.00

26-Sep 28-Sep 2-Oct 3-Oct 4-Oct 5-Oct 9-Oct 10-Oct 11-Oct 12-Oct 16-Oct 17-Oct 25-Oct 17-Aug 23-Aug 28-Aug 4-Sep 10-Sep 11-Sep 12-Sep 13-Sep 14-Sep 20-Sep 21-Sep 24-Sep 25-Sep 26-Oct 29-Oct 2-Aug 3-Aug
HCC Peak Down Region
Premium Low Vol
Semi Soft
Coking Coal FOB Australia ($/ton)

Date 2-Aug 3-Aug 17-Aug 23-Aug 28-Aug 4-Sep 10-Sep 11-Sep 12-Sep 13-Sep 14-Sep 20-Sep 21-Sep 24-Sep 25-Sep 26-Sep 28-Sep 2-Oct 3-Oct 4-Oct 5-Oct 9-Oct 10-Oct 11-Oct 12-Oct 16-Oct 17-Oct 25-Oct 26-Oct 29-Oct HCC Peak Down Region 180.00 180.00 166.50 162.00 159.50 157.50 147.50 147.00 145.50 144.00 140.50 140.50 140.00 140.00 140.50 141.50 141.50 142.00 142.00 142.00 142.00 143.50 144.00 148.00 148.50 148.00 148.00 146.50 146.50 149.00 Premium Low Vol 180.50 180.50 167.00 162.55 160.00 158.00 147.50 147.00 145.50 144.00 140.50 140.50 140.00 140.00 140.50 141.50 141.50 142.00 142.00 142.00 142.00 143.50 144.00 148.00 148.50 148.00 148.00 146.75 146.75 149.00 Semi Soft 96.00 96.00 108.00 104.00 101.50 98.50 98.00 98.00 98.00 98.00 97.50 94.50 95.00 95.00 94.00 94.00 94.00 93.75 93.75 92.00 92.00 97.00 97.00 97.50 98.00 98.50 98.00 98.00 100.00
October 31, 2012
37
COKING COAL
98.00
Coking coal in moderate demand at e-auction in September

ICMW
Washery grade coking coal (W2, W3 and W4) sold at e-auction conducted by coaljunction for Coal India Ltd (CIL) subsidiaries in September met with moderate demand. A total of 210,006 tons of above three grades of coking coal was offered by Bharat Coking Coal Limited (BCCL) and Central Coalfields Ltd (CCL) of which 179,000 tons was sold at attractive premium ranging between 0.02-152%. In August, a total of 201,962 tons of above three grades of coking coal was offered by BCCL and CCL of which 162,600 tons was sold at attractive premium ranging between 0-144%. (See details on Pg. 75) Indian steel makers desire that coking coal prices should move in a price band that would help both the miners and the steel producers to survive on equal footing, an official of a leading steel maker told ICMW. We would like the coking coal prices to remain low for obvious reasons, but at the same time we would like both suppliers and the buyers to survive on equal footing. We would like a situation in which both survive amicably, the official said. It does not serve anyones purpose if miners and steel makers attempt to exploit each other. This is not good for the industry, he said. I think a price of around $130 to $160 per ton is a reasonable range in which both suppliers and the buyers can survive amicably, the official added. Despite having the intention to survive amicably, the world steel industry has not yet forgotten as to what happened in April-June quarter of 2011 when contracted prices touched $330/ton, a sharp jump from $225/ton in the immediately preceding quarter. ICMW understands that pricing of coking coal will not depend on what steel makers aspire, but on host of factors, including floods in Australia, demand-supply position and ability of miners to manage the market, especially when prices start going down. In recent months, BHP had shut down operations at its two mines after prices slipped sharply on weak demand from China. Notwithstanding reports in a section of media, industry sources in India believe that Chinese buying of coking coal, which had come to a grinding halt during the last few months, has not yet commenced. Some of the Chinese companies may have bought some consignments here and there in recent weeks, but there has been no major purchase as of now, the sources said on October 3. They are, however, of the opinion that China may commence buying coking coal from international market (Australia), once its government takes a decision to withdraw export tax on metallurgical coke by the end of December. If China comes back in the coke market, nobody else will be able to sell coke because that will be the cheapest, an official of a leading Indian steel producer said. However, if China withdraws export tax on coke, they will perhaps start buying Australian coking coal, which in turn might lead to another round of firmness in coking coal prices, he felt. An international expert opined that if China indeed decides to withdraw export tax, additional around 3-5 million tons of met coke would be available in the world market. Meanwhile, a coke maker in India said that withdrawal of export tax by China may not lead to higher buying of coking coal from Australia as Chinese may instead use Mongolian coking coal, which would be cheaper and easily available.
38
Win-win for all if coking coal is available at $130-$160/ton band

ICMW
Chinese buying of coking coal yet to commence

ICMW
October 31, 2012
COKING COAL
Price of Mid-Vol US coking coal expected at $130/ton

ICMW
The contract price of Mid Vol hard coking coal of US origin is expected to be signed at around $130/ton for October-December quarter, according to industry experts. I think the Mid Vol coal of US origin would run at around $130, but then it is difficult to say on which way will it move. The contracts for October-December quarter or long term contracts may be signed at these levels, the expert said. He, however, said, the actual picture will depend on whether the Chinese are back in the market. This type of coal (mid vol) is generally imported by only a few Indian steel companies and overall volume is around 5-8% of the total imported coking coal tonnage, according to an estimate of ICMW. A number of Indian companies are already importing high sulphur, high CV steam coal from the US at around $98-$100/ton cfr and going by this, the price of price of Mid Vol hard coking coal at about $130/ton fob looks practical considering other expenditures involved with coking coal. Low Vol Hard coking coal of US origin is currently available at around $140/ton fob, an industry source said.
Indias coking coal production falls fourth month running in Sept

ICMW
Indias coking coal production fell fourth month running in September to touch a low of 3.43 million tons (mt), according to provisional data available with ICMW. The countrys coking coal production fell continuously after touching a high of 4.07 mt in May, the data revealed. The production in September this year was, however, marginally higher than 3.04 mt produced in the corresponding month of 2011-12, but significantly lower compared with the target of 4.34 mt for the month, it revealed. Indias coking coal production during the first six months (April-September) of 2012-13 stood at 22.58 mt, up 10.47% compared with 20.44 mt produced during the corresponding period of 2011-12. The production target for the first half of 2012-13 was 25.50 mt, which means actual production was down by 11.45% from the target. Indias coking coal production target for 2012-13 has been set at 58.08 mt. Following table provides monthly break-up of coking coal production in FY13 Vs FY12 (in million tons):
Month April May June July August September Total 2012-13 3.6* 4.07* 3.90 3.88 3.53 3.43 19.22 2011-12 3.12* 3.85* 3.95 3.65 2.69 3.04 17.4
Note: *Figures for earlier months of 2011-12 and 2012-13 have since been revised, but revised figure not available with ICMW.
October 31, 2012
39
COKING COAL
Coking coal import via Kolkata down 41.73% m-o-m in Sept

ICMW
Coking coal import through the port of Kolkata fell by 41.73% to 362,996 tons in September from 622,987 tons in August, as per information available with ICMW. Imports for the six-month period ended September stood at 2,441,930 tons as compared to 2,529,602 tons. Following are the details of coking coal import via Kolkata:
Month April May June July August September October November December January February March Total 2,441,930 2012-13 (in tons) 254,003 342,104 444,974 414,866 622,987 362,996 2011-12 (in tons) 316,616 421,731 469,986 492,353 429,307 399,609 376,041 364,316 575,150 364,912 385,757 153,207 4,748,985
During September 2012, 272,384 tons came from Australia within a price range of Rs 9940-Rs 14368 ($176-$262)/ton, 26776 tons came from Canada within a price range of Rs 12544-Rs 13122 ($223-$239)/ton, 33617 tons came from New Zealand within a price range of Rs 12830-Rs 13428 ($229-$238) while the rest of 30,219 tons came from USA at a price of Rs 11394($208)/ton. However, in August, the highest amount (480,502 tons) of the material came from Australia at a price range of Rs 9,529 ($170)/ton to Rs 14,908 ($267)/ton. Of the remaining, 101,484 tons came from the US at a price range of Rs 11,644 ($208)/ton and Rs 12,108 ($217)/ton, 29,451 tons came from New Zealand at a price range of Rs 12,468 ($223)/ton and Rs 12,749 ($228)/ton and 11,550 tons came from Canada at prices of Rs 13,302 ($238)/ton and Rs 13,386 ($239)/ton. [$1 = Rs 55.90] (See details on Pg. 107-108)
Coking coal import via Paradip falls sharply m-o-m in September

ICMW
Import of coking coal through the port of Paradip stood at 226,387 tons in September, plunging from 442,855 tons in August, and also from 310,865 tons in September 2011, as per information available with ICMW. With this, the total import in the six-month period ended September 2012 stood at 2,192,972 tons whereas the figure stood at 2,334,303 tons during the corresponding period of previous fiscal. Following are the details of coking coal import via Paradip:
Month April May June July August September October November 2012-13 (in tons) 254,605 513,648 333,373 422,105 442,855 226,387 2011-12 (in tons) 567,665 395,897 679,676 247,377 310,865 436,690 547,171 Contd. on next Pg 132,823
October 31, 2012
40
COKING COAL
Contd. from previous Pg December January February March Total 2,192,972 414,005 440,223 556,242 261,340 4,989,974
In September, the lions share (182,522 tons) came from Australia within a price range of Rs 9345-Rs 13367 ($167-$239)/ton, 19865 tons came from Mozambique at a unit price of Rs 12488 ($222)/ton and the remaining 24000 tons from the US at a unit price of Rs 11706 ($208)/ton. (See details on Pg. 109)
Coking coal import via Vizag falls 27.6% m-o-m in Sept

ICMW
Coking coal import through the port of Vizag stood at 446,140 tons in September 2012, about 27.6% fall from 616,720 tons in August, and also lower than 663,765 tons in July, as per a compilation by ICMW. The import of coking coal via the port stood at 3,354,122 tons during the first six months (April-September) of 2012-13. This was lower than 4,681,243 tons imported during the same period last year. Following is the monthly break-up of coking coal imports via Vizag port in 2012-13 and combined imports via Vizag and Gangavaram ports in 2011-12:
Month April May June July August September October November December January February March Total 3,354,122 2012-13 (in tons) 653,601 480,618 493,278 663,765 616,720 446,140 2011-12 (in tons) 905,178 1,046,253 689,159 551,525 395,906 1,093,222 717,723 763,505 10,93,596 8,38,231 7,20,383 6,24,665 9,439,346
October 31, 2012
41
COKING COAL
In September 2012, altogether 389,957 tons of coking coal came in from Australia within a price range of Rs 9,914 ($181.08)/ton to Rs 13,625 ($248.85)/ton; while 48,425 tons came from the US in two instalments of Rs 11,394 ($208.11)/ton and Rs 11,696 ($208.11)/ton. Another 7,000 tons were imported from Canada at a price of Rs 12,150 (217.15)/ton and 758 tons from New Zealand at a price of Rs 13,491 ($240.06)/ton. In August 2012, 587,769 tons of coking coal came in from Australia within a price range of Rs 9,095 ($163) to Rs 15,175($271)/ton, 23,782 tons came in from New Zealand at a price of Rs 13,491($241)/ton while the remaining 5,169 tons came in from United States at a price of Rs 12,108($217)/ton. (See details on Pg. 111)
Coking coal import via Gangavaram drops 48.09% m-o-m in August

ICMW
Coking coal import through the port of Gangavaram stood at 279,487 tons in September, up 12.01% against 249,513 tons in August, as per a compilation available with ICMW. The total imports during the six-month April-September period thus stood at 2,134,579 tons. Following is the break-up of coking coal imports in 2012-13:
Month April May June July August September Total Quantity (in tons) 519,011 605,928 480,640 249,513 279,487 2,134,579
During September 2012, out of the total quantity 212,621 tons came from Australia within a price range of Rs.11231-Rs.13315 ($205-$237) per ton while the rest of 66866 tons came from USA within a price range of Rs.11004-Rs.19418($201-355) per ton. However, during August 2012, 207547 tons was imported from Australia within a price range of Rs 10261($183.55)/ton to Rs 14,186($253.77)/ton while the remaining 41,966 tons came in from USA within a price range of Rs 11,190($200.17)/ton to Rs 19747($353.25)/ton. (See details on Pg. 112)
Coking coal import via Mormugao down 24.9% m-o-m in Sept

ICMW
The import of coking coal through Mormugao port in September 2012 fell by 24.91% to 481,747 tons as compared to 641,544 tons in August, according to provisional data available with ICMW. The import in September this year was also up compared with 323,506 tons imported in September 2011. The import of coking coal through the port during the first six months (AprilSeptember) of 2012-13 stood at 3,003,579 tons compared with 2,648,625 tons during the corresponding period of 2011-12. The import in 2011-12 stood at 5.16 million tons. Following is the break-up of coking coal imports via Mormugao port during the first six months of FY13 and full FY12 (All quantities are in tons):
Months April May June July August September October November December January 2012-13 631,323 462,978 364,374 421,613 641,544 481,747 2011-12 641,339 666,659 113,112 337,846 566,163 323,506 500,247
280,312 504,638 Contd. on next Pg
October 31, 2012
42
COKING COAL
300,838
Contd. from previous Pg February March Total 3,003,579 356,823 571,872 5,163,355
Out of the total imports in September, 199,296 tons came from Australia at an assessed average price range of Rs 9296/ton-Rs 12610/ton ($169.79-$224.38), 51,270 tons came from Indonesia at a price of Rs 12,519 ($222.77)/ton, 156,188 tons came from South Africa at an assessed average price range of Rs 6,337/ton-Rs 6,519/ton ($113.27-$19.06) while the remaining 74,993 tons came from the US at a price of Rs 12,824 ($234.22)/ton. In August, a total of 274,164 tons came from Australia at an assessed average price range of Rs 11,004/ton-Rs 14,308/ton ($197-$256), 80,202 tons came from Canada at Rs 13,114/ton ($235), 71332 tons came from Mozambique at Rs 12605 ($225) / ton, 73,780 tons came from South Africa at Rs 6408/ton($115) while the remaining 142,067 tons came in from United States at Rs 11,987/ton-Rs 13,910/ton ($214$249). (See details on Pg. 113)
Coking coal imports via Kandla up m-o-m in September

ICMW
Coking coal imports through the port of Kandla stood at 33,000 tons in September 2012, sharply up from 7000 tons in August, as per information available with ICMW. Coking coal import through the port during the first six months (April-September) of 2012-13 stood at 177,359 tons, moving down 23.15% from against 230,780 tons in the same period of 2011-12.
Month April May June July August September October November December January February March Total 177,359 Imports in 2012-13 (In tons) 65,445 43,609 21,200 7,105 7,000 33,000 Imports in 2011-12(In tons) 62,820 18,000 43,099 15,000 80,338 11,523 33,500 32,000 20,000 30,000 27,263 35,508 409,051
October 31, 2012
43
COKING COAL
The total import of coking coal via Kandla port stood at 409,051 tons in 2011-12. During September 2012, the entire quantity of coking coal was brought in from Australia at a price range of Rs 11,159-Rs 13,965($204-$255) whereas during August 2012, the entire material came from Australia within a price range of Rs 13,807($247)/ton to Rs 14,271($255)/ton. (See details on Pg. 113)
Coking coal imports via Mundra port rises m-o-m in September

ICMW
Coking coal imports through Mundra port during the month of September 2012 surged by 16.03% to 100,361 tons compared with 86,494 tons imported in August, according to provisional data available with ICMW. The import of coking coal via the port stood at 655,151 tons during the first six months of 2012-13, which was 22.22% lower than 842,320 tons imported during the corresponding period of 2011-12, the data revealed. Following is the monthly break-up of coking coal imports via Mundra port:
Month April May June July August September October November December January February March Total 2012-13 (in tons) 80,000 96,727 180,569 111,000 86,494 100,361 2011-12 (in tons) 194,589 55,905 226,605 96,591 118,248 150,382 124,084 95,393 128,634 154,496 143,368 109,522 1,597,817
655,151
The import of coking coal through Mundra port in 2011-12 stood at 1,597,817 tons. During September 2012, 70361 tons came from Australia within a price range of Rs 6487-Rs 12209 ($118-$218)/ton, 10,000 tons came from Canada at a unit price of Rs 12338($221)/ton and the rest of 20,000 tons came from Indonesia within a price range of Rs 11564-Rs 11870(about $211)/ton. However, of the total material imported in August this year, 46,000 tons came from Australia within a price range of Rs 8469 ($151)-Rs 12,224($219)/ton, 21,968 tons from Mozambique at a price range of Rs 12,360 ($221) Rs 12,462 ($223)/ton while the remaining 4,000 tons was brought in from Russia at a price of Rs 11,105 ($199)/ton. (See details on Pg. 114)
PCI coal import via Kolkata falls m-o-m in September

ICMW
PCI coal import through the port of Kolkata fell to 12,818 tons in September from 61,527 tons in August, as per information available with ICMW. This was also a steep fall from 21,096 tons during the corresponding month of last year. With this, import of the material via Kolkata moved to 149,577 tons in the sixmonth period ended September. During the corresponding period of 2011-12, the figure stood at 168,047 tons. Following are the details of PCI coal import via Kolkata:
Month April May June July August September October November December January February March Total 2012-13 (in tons) 25,853 22,895 26,484 61,527 12,818 2011-12 (in tons) 40,016 40,160 17,770 18,643 30,362 21,096 18,000 35,751 63,415 19,000 37,633 21,204 363,050
During September 2012, a total of 12,818 tons of PCI coal came from Australia at a price range of Rs 9369-Rs 9719 ($167-$174)/ton. However, in August 2012, the material came in from Australia at a price range of Rs 9,116 ($163)/ton and Rs 9,702 ($174)/ton. [$1 = Rs 55.90] (See details on Pg. 90)
October 31, 2012 44
COKING COAL
149,577
PCI coal import via Paradip up in September

ICMW
Import of PCI coal through the port of Paradip stood at 63,176 tons in September 2012, against 46,773 tons in August while the figure stood at nil during September last year, as per information available with ICMW. With this, the total import in the six-month period ended September 2012 stood at 170,654 tons whereas the figure stood at 202,696 tons during the corresponding period of previous fiscal. Following are the details of PCI coal import via Paradip:
Month April May June July August September October November December January February March Total 2012-13 (in tons) 60,705 46,773 63,176 2011-12 (in tons) 30,886 161,864 9,946 202,696
170,654
During September 2012, the entire material was imported from Australia by Jindal Steel & Power at a unit price of Rs 7495 ($136)/ton whereas in August, the entire amount came in from Russia within a price range of Rs 8759-Rs 9384 ($156-$167)/ton. (See details on Pg. 90)
PCI coal import via Vizag down in Sept

ICMW
PCI coal import through the port of Vizag stood at 29,938 tons in September 2012, down from 71,250 tons in August and also lower than 61,039 tons in July, as per a compilation by ICMW. Total import of PCI coal via the port stood at 305,166 tons during the first six months (April-September) of 2012-13. This however was higher than 114,261 tons imported during the same period last year. Following is the monthly break-up of PCI coal imports via Vizag port in 2012-13 and through Vizag and Gangavaram ports together in 2011-12:
Month April May June July August September October November December January February March Total 2012-13 (in tons) 40,073 102,866 61,039 71,250 29,938 2011-12 (in tons) 24,787 40,023 1,13,467 5,065 44,386 65,354 82,979 7,169 76,329 81,891 5,41,449
305,166
October 31, 2012
45
COKING COAL
In September 2012, the entire quantity of PCI coal came from Australia within a price range of Rs 9,198 ($168) to Rs 9,369($167)/ton. In August 2012, the entire quantity of PCI coal came from Australia within a price range of Rs 9,075 ($162.35) to Rs 9,399 ($168.15)/ton. (See details on Pg. 90)
Met coke prices rebound marginally

ICMW
Metallurgical coke prices moved in a narrow range in October even as higher offers for CIS material hinted at higher tradable values for 62% CSR material. On October 29, 62% CSR, 12.5% ash blast furnace coke were quoted at $316/ton cfr India compared to $317/ton cfr India on October 1. Two new offers for CIS coke were heard in the Indian market. Both were around $310315/ton cfr India by different traders, and were said to be approximately 61% CSR. However, end-users in need for November cargoes were only willing to consider $300/ton cfr India for such coke. There was buying interest for 62% CSR and 12.5% ash at Rs 17,500/ton ex-works east India, while sellers are offering material at Rs 19,500/ton ex-works east India.
DSP floats RFQ notice for procurement of 40,000 tons Met coke
ICMW
Steel Authority of India Limiteds Durgapur Steel Plant (DSP), has floated a Request for Quotation (RFQ) notice for procurement of 40,000 tons of low as metallurgical (Met) coke, according to information available with ICMW. This coke is to be procured tentatively over a period of four months commencing from November 2012. The material to be procured should have 5% total moisture, 12% ash content, 1% volatile matter, 0.6% Sulphur while the size should vary between 25-80 mm. Interested parties can submit their bids till November 9, 2012 up to 12 noon. Amidst indication of China withdrawing 40% export tax on metallurgical (met) coke by December, industry sources feel that the Steel Authority of India Ltd (SAIL), which has floated a tender to procure 100,000 tons of imported met coke, may consider waiting till then to place final orders. SAIL had floated the tender in September and the last date for submission of bids was September 28, which was recently extended to October 12. Though SAIL officials could not provide details, industry sources told ICMW on October 31 that the response was extremely poor and only a few companies participated in the tender. SAIL is working on the offers received, the sources said. The company intends to take delivery between November 2012 and January 2013. I dont think there will be any Chinese participation in SAILs tender which is going to open on October 12. Even if there is Chinese participation, they will be priced out because of export tax of 40% that is currently applicable in China. But if SAIL decides to go into the market in, say, around January 2013, it may hope to get Chinese participation, the sources felt. However, ICMW understands that SAIL will not cancel the existing tender and will go ahead with placing the order, if prices are found to be competitive. But it may float another enquiry sometime in December-January after a clear picture emerged on withdrawal of export tax by China. At present (as on October 3) imported coke of non-Chinese origin is quoted at around $317/ton cfr India. As per information available with ICMW, in August around 66,000 tons of met coke of Columbian origin was imported by a leading Indian steel maker via Paradip port at around $373/ton cif. During the same month, Japanese origin coke (36,900 tons) came to India at around $375/ton cif, while material from Poland (8,000 tons) arrived at about $409/ton and that from Russia (11,000 tons) at around $339/ton cif through Paradip port. In comparison, domestic coke is available at a basic price of around Rs 18,000/ton ($335/ton).
46
Will SAIL extend met coke tender?

ICMW
October 31, 2012
MET COKE
Gujarat NRE Coke consolidates Indian operations

ICMW
The board of directors of Gujarat NRE Coke Limited has decided to amalgamate Bharat NRE Coke Limited (BNCL) with Gujarat NRE Coke Limited (GNCL), the flagship Company of the group, the company said in a statement. According to the scheme of amalgamation, BNCL shareholders would receive two shares of GNCL for every share held by them in BNCL. This would result in increase of paid up capital of GNCL by approximately 8.8%. This amalgamation would help in improving the organizational capability and leadership. We aim to achieve greater integration coupled with financial strength and flexibility for the amalgamated company that would finally result in maximising shareholder value, Arun Kumar Jagatramka, CMD of Gujarat NRE Coke Ltd, said while speaking on this amalgamation. This amalgamation will bring administrative as well as operational rationalisation, organisational efficiencies leading to economies of scale as well as optimal utilization of available resources, he added. We also expect that we will be able to minimize costs due to more focussed operational effort, standardization and simplification of business processes, thereby enhancing productivity, he further added BNCL, a part of the Gujarat NRE group, owns a met coke producing facility at Dharwad, Karnataka with an installed capacity of 0.32 million tons per annum (mtpa). Due to this amalgamation, the companys coke making capacity is expected to shoot up by 34.8% from 0.93 mtpa.
VISL extends bid submission date to procure 10,000 tons MAM coke
ICMW
Steel Authority of India Limiteds (SAIL) Visvesvaraya Iron & Steel Plant, Bhadravati which had floated a Request for Quotation (RFQ) notice for e-procurement of 10,000 tons (+/-2%) of medium ash metallurgical (MAM) coke, has extended the bid submission date till November 2, 2012. Earlier the last date for submission of bids was scheduled on October 19, 2012. Offers are invited from Coke producers and public sector trading firms for supply of medium Ash Metallurgical Coke to SAIL-VISL on for Bhadravati basis by road. Only indigenous coke manufacturers and PSU trading firms are eligible for participation in the tender, the notice said. The minimum quantity of MAM Coke to be supplied per day shall be at the rate of 1/60th of the purchase order quantity, starting within 7 days from the date of placement of purchase order. The material to be procured should have 16% ash, 4% total moisture, 1% volatile matter, 0.65% Sulphur, 0.03% Phosphorus while the size should vary between 30-80 mm.
ICMW
The material to be procured should contain 5% moisture, 12% ash, 0.6% Sulphur and 0.03% Phosphorus. The size of the material should vary between 25 mm and 80 mm, as per the RFQ notice.
47
October 31, 2012
MET COKE
BSL extends bid submission date for procurement of 50,000 tons Met coke
Steel Authority of India Limiteds (SAIL) Bokaro Steel Plant (BSL) which had floated a Request for Quotation (RFQ) notice for procurement of 50,000 tons of low ash metallurgical (Met) coke has extended the bid submission date till October 11, 2012, according to information available with ICMW. Earlier, the last date for submission of tender was scheduled on October 04, 2012 up to 11.30 am which has now been extended.
MMTC extends date for e-auction of NINLs Met coke

ICMW
MMTC Limited, a Government of India enterprise, which had floated a notice for sale of Neelachal Ispat Nigam Limiteds (NINL) low ash metallurgical (Met) coke via e-auction has extended the e-auction date till October 11, 2012, according to information available with ICMW. MMTC Limited had floated the notice to sell Met Coke On ex-plant basis and on No complain basis available at NINL plant site Daburi in Orissa through online E-Auction and the date for online e-auction was earlier scheduled on September 20, 2012 which has now been extended. Interested parties can inspect the Met coke till October 9, 2012 between 10 am and 4 pm at NINL Plant, Daburi, as per the tender notice. Last date for submission of EMD has been scheduled on October 9, 2012 up to 5 pm instead of September 18, 2012 which was scheduled earlier. This e-auction will be for lifting during October 2012, the notice further added.
Met coke import via Kolkata moves up 9.69% m-o-m in Sept

ICMW
Met coke import through the port of Kolkata moved up 9.69% to 87,979 tons in September from 80,203 tons in August. The import in the same month of 2011 stood much lower at 22,215 tons, as per data available with ICMW. With this, imports in the six-month period ended September stood at 491,962 tons. Imports during the corresponding period of previous year stood at 109,941 tons. Following are the details of met coke import via Kolkata:
Month April May June July August September October November December January February March Total 491,962 2012-13 (in tons) 54,411 99,017 99,931 70,422 80,203 87,979 2011-12 (in tons) 23,510 26,177 408 37,631 22,215 30,000 30,547 14,510 7,635 18,178 210,811

October 31, 2012 48
MET COKE
During September 2012, 70979 tons came from Japan within a price range of Rs 20276-Rs 21236 ($361-$378)/ton, 2000 tons came from Poland at a price of Rs 23045 ($421)/ton while the rest of 15000 tons came from Russia within a price range of Rs 19229-Rs 19738 (about $351)/ton However, in August, the highest quantity of 69,528 tons of met coke came from Japan. Assessed prices moved between Rs 20,489 ($367)/ton and Rs 21,135 ($378/ ton). Of the remaining amount, 5,675 tons came from Ukraine at assessed price range of Rs 12,500 ($224)/ton and Rs 20,196 ($361)/ton and 5,000 tons came from Russia in two consignments at a price of Rs 19,650 ($352)/ton. [$1 = Rs 55.90]
Met coke import via Paradip falls sharply m-o-m in September

ICMW
Import of met coke through the port of Paradip stood at 62,305 tons in September, falling sharply by 48.89% from 121,899 tons in August, while the import of met coke stood at nil through the port in August 2011, as per information available with ICMW. With this, the total import in the six-month period ended September 2012 stood at 293,522 tons whereas the figure stood at 193,676 tons during the corresponding period of previous fiscal. Following are the details of met coke import via Paradip:
Month April May June July August September October November December January February March Total 293,522 2012-13 (in tons) 19,162 11,530 56,952 21,675 121,899 62,305 2011-12 (in tons) 66,279 19,746 8,200 58,390 41,061 62,469 5,250 26,768 46,532 26,000 360,696
In September 2012, 16550 tons of met coke came from China at a unit price of Rs 27254 ($487)/ton, 20405 tons came from Colombia at a unit price of Rs 10554 ($193)/ton while the rest of 25350 tons came from Japan within a price range of Rs 21070-Rs 21091 ($375-$377)/ton. However, in August, the lions share (65,999 tons) came in from Colombia and the entire amount was brought in by Tata Steel. The remaining amount came in from Japan, Poland and Russia. (See details on Pg. 89)
Met coke import via Vizag falls m-o-m in Sept

ICMW
Met coke import through the port of Vizag fell sharply to 6,791 tons in September 2012 from 43,491 tons in August and 74,942 tons in July, as per a compilation by ICMW. With this, the total import during the six months (April-September) period stood at 178,637 tons, against 119,413 tons reported during the same period last year. Following is the monthly break-up of met coke imports via Vizag port in 2012-13 and combined imports via Vizag and Gangavaram ports in 2011-12:
Month April May June July August September October November December January February March Total 2012-13 (in tons) 25,001 19,531 8,881 74,942 43,491 6,791 178,637 2011-12 (in tons) 5,460 63,461 29,522 20,970 10,445 62,144 221,491 Contd. on next Pg 29,490
October 31, 2012
49
MET COKE
During September 2012, a total of 6,281 tons of material came from Russia at a price of Rs 18,648 ($332)/ton; while 510 tons were imported from China at a price of Rs 27,430 ($488)/ton. However, in August 2012, the entire material came from Ukraine within a price range of Rs 18,130 ($324) to Rs 20,972 ($375)/ton. (See details on Pg. 89)
Met coke imports via Gangavaram port up in September

ICMW
Metallurgical coke imports through the port of Gangavaram stood at 61,105 tons in September, sharply up from 30,580 tons imported in August, as per a revised compilation available with ICMW. With this, the total import in the six-month period ended September stood at 210,435 tons. Following is the break-up of anthracite coal imports in 2012-13:
Month April May June July August September Total Quantity (in tons) 26,250 30,000 62,500 30,580 61,105 210,435
During September 2012, the entire quantity of met coke was imported from Australia within a price range of Rs 19415-Rs 19554($345-$357)/ton. (See details on Pg. 89)
October 31, 2012
50
MET COKE
Pet coke prices in international market continues to be soft

ICMW
The prices of mid-sulphur and high-sulphur petroleum coke (fuel grade) continued to remain soft on low demand and comparatively low prices of steam coal during the past few months. An international trader on October 12 offered high sulphur (6%) pet coke at $64/ton fob US Gulf and mid-sulphur (4%) material at $75/ton fob US Gulf. An Indian buyer, however, said the offered price is comparatively high as one can easily get the material at around $62/ton and $72/ton for 6% and 4% respectively. Indian refiners like Reliance Industries Ltd and Essar Oil Ltd have fixed October loading price of pet coke (sulphur of max 7%) at Rs 6050 and Rs 6000/ton respectively.
Indian refiners reduce prices in October after holding for two months
ICMW
Contd. on next Pg
October 31, 2012
51
PET COKE
India leading petroleum coke (fuel grade) producers have marginally reduced prices for October loading after managing to keep unchanged for August and September despatches, an industry source said. While Reliance Industries Ltd (RIL) has reduced its basic price by Rs 150 per ton to Rs 6050 per ton (ex-refinery), Essar Oil Ltd has reduced the prices by similar margin to Rs 6000 per ton for October despatches, the source said. Other refiners like IOCL and HPCL-Bhatinda too have reportedly cut prices by around same margin, but ICMW could not confirm. Both the RIL and Essar, along with others, had last reduced the prices by Rs 400 per ton for July deliveries tracking international trend to Rs 6200 per ton and Rs 6150 per ton respectively. Despite the reduction in basic prices by Rs 150, ICMW learnt that the reduction for major buyers, who get quantity discount over and above the basic price, is around Rs 300 per ton. Industry sources said that reduction in prices for October despatches might have been prompted by a weak trend in international coal prices, particularly South African origin, due to low demand from China. Incidentally, Indian cement makers prefer buying South African coal the price of which is currently ruling at around $83 per ton fob compared with a high of around $90 per ton towards the end of June. It is expected that international coal prices would continue to move around current levels as any further reduction is unlikely in the aftermath of alleged understanding among small and scattered miners of Indonesia that they will not sell the material below a particular level. Consequent to this decision in early September, it had been found that Indonesian coal prices had inched up a bit, whereas South African prices remained almost unchanged. The decision to go for marginal reduction of pet coke prices by refiners might have been prompted by the fact that during the past few months, a number of new pet coke facilities have come up in India and prices of imported petroleum coke has softened slightly. Meanwhile, facing a glut like situation in domestic demand, Essar Oil is exploring at opportunity to export pet coke. It is already in talks with some cement makers in Pakistan to export pet coke and has already despatched one small consignment on trial basis. RIL too had in the past exported pet coke in order to put a break on falling domestic prices. It is also believed to looking at export opportunity to avoid a situation wherein it will have to cut prices for domestic users. If at all these refiners manage to find buyers for a few consignment in overseas
market, they may jack up prices in domestic market on the plea that it will not affect them if domestic buyers are not willing to buy at higher prices. According to a calculation of ICMW, Indias current pet coke production is about 27500 tons per day, which will go up by 2000 tpd from November as MRPLs new capacity is likely to be on stream by then. At present, RIL is the largest producer with a capacity of 16,000 tpd, whereas Essar is the second largest with 5000 tpd capacity. Other major producers are IOCL (Panipat) 3000 tpd, HPCL (Bhatinda) 1500 tpd, Koilee 2000 tpd. A large number of cement makers in India use high sulphur South African or US coal and it had been found that they switch to use of steam coal when prices are lower. However, at current prices of coal and pet coke, there is no reason for them to switch to use of the former, an official of leading pet coke user said. However, if high sulphur steam coal prices fall to below $80 per ton fob for South African coal and below $95 per ton CFR India for US coal, the cement makers might consider switch to use of coal, an official of cement maker said.
Indias domestic pet coke crisis likely by 2015: Trader

ICMW
India may face shortage of domestic petroleum coke if reports of Reliance Industries Ltd (RIL)s plans to shift to production of synthetic gas is true, a Turkey based trader said. The trader said that RIL plans to put its eight existing gasifiers using pet coke, to produce synthetic gas for plastic industry. If that happens, around 6 million tons per annum (mtpa) of pet coke will be removed from the market and is likely to be replaced by 5 million tons (mt) of imports, the trader said. Going forward, he felt that companies or consumers which will have flexibility to use pet coke and steam coal will benefit as world pet coke production, is unlikely to grow in the way it was projected till very recently. He pointed out that some of the planned new pet coke facilities in the US and Venezuela are not likely to come up or they will not be able to get low sulphur material due to change in crude oil quality. In such a situation, it would help the consumers who are in a position to use high sulphur material and can actively enter into long term as well as spot deals to ensure supplies, he felt. After 2015 freight conditions are likely to be reversed and that will help pet coke to regain market share (in India), he added.
Major Indian refiners despatch 62 rakes of petroleum coke in September

ICMW
Contd. on next Pg
October 31, 2012
52
PET COKE
Indias major refineries Reliance Industries Ltd, Essar Oil Ltd and Bharat Oman Refineries Ltd (BORL) had despatched a total of 62 rakes of petroleum coke (fuel grade) to various consumers during the month of September, according to information provided to ICMW by an industry source. In July, Reliance and Essar had despatched a total of 77 rakes of petroleum coke, which means the despatches were down significantly in September. The figures for August despatches are currently not available with ICMW. Of the total despatches in September, 36 were despatched by Reliance, 18 by Essar and 8 by BORL from its Bina refinery. One rake carries around 3600 tons of petroleum coke. In September, RIL had despatched 7 rakes from its domestic siding and 29 rakes from its SEZ siding.
Of the despatches of 7 rakes from domestic siding of RIL, 3 rakes went to Binani Cement, 2 to Birla Cement (Satna) and one each to J K Cement (Nimhara). Of the despatches of 29 rakes from RILs SEZ siding, 12 rakes went to J K Laxmi Cement, 5 rakes to Shree Cement, 4 rakes to Mangalam Cement, 3 to Ambuja (Chattisgarh), 2 rakes to ACC (Wadi) and one each to Lafarge and Sterlite (Tuticorin) while 1 rake went to others. Of the total 18 rakes despatched by Essar Oil in September, 7 rakes went to Shree Cement, 4 rakes to Ambuja Cement (Rajasthan -3 and Himachal -1), 3 rakes to Heidelberg Cement, 2 rakes to ACC (Jamul and Lakhiri) and one each to J K Cement and J P Cement (Dala). Of the 8 rakes despatched from Bina of BORL, 2 rakes went to Sriram Cement (Kota), 2 rakes to Manikgarh Cement and one each to Century Cement, Maihar Cement, J P Cement (Rewa) and Birla Cement (Satna). Of the total despatches in July, 56 were despatched by RIL and the balance 21 rakes by Essar. One rake carries around 3600 tons of petroleum coke. In June, the two companies had despatched same number of rakes, but the despatches by RIL was 54 rakes and that by Essar was 23 rakes. In July, the material of RIL was despatched from its two siding to Shree Cement (18 rakes), Binani Cement (6 rakes), J K Lakshmi Cement (9 rakes), Mangalam (4 rakes), Saurashtra Cement ( 3 rakes), Ambuja Cement (Chattisgarh), J K (Nimhara, Rajasthan), Lafarge (2 rakes each). One rake each was despatched to Tata Chemicals, Vikram Cement, Birla Corporation (Satna), Ambuja Cement (Rajasthan), Sreeram (Kota), Grasim Textiles (Bhiwani), and Grasim Textiles (Nagda) and one rake to small scale consumers in Punjab. Essars material went to Shree Cement (11 rakes), Ambuja Cement (Himachal Pradesh) (4 rakes), ACC (2 rakes) and one rake each to J K Cement, Century Cement, Ambuja (Rajasthan) and Manikgarh.
Essar Oil exports 15,000 tons pet coke to Maple leaf cement, Pakistan
ICMW
Essar Oil, a part of the Essar group, is looking at export opportunities in Pakistan. In fact, the company has already entered into an agreement with Maple Leaf Cement, a cement major in Pakistan, for supply of pet coke and has delivered 15,000 tons, a senior official of Essar Oil told ICMW on October 8. We have sent the first consignment of pet coke to Maple leaf in August, 2012. However, post the Maple Leaf consignment, there have been a few enquiries and we are looking forward to sign more contracts but nothing has been finalized yet, the official added. Essar Oil had started production of pet coke in April, 2012 with an annual capacity to produce 1.8 million tons of pet coke.
Pet coke import via Kolkata up sharply m-o-m in Sept

ICMW
Pet coke import through the port of Kolkata increased sharply to 9158 tons in September against only 438 tons in August. During the same month last year too, the imports were quite low at 644 tons, as per information available with ICMW. With this, imports in the six-month period ended September stood at 44,711 tons. Imports during the corresponding period of previous year stood at 37,896 tons. Following is the break-up of month-wise import of pet coke via Kolkata port:
April 507 68 Contd. on next Pg
October 31, 2012
53
PET COKE
Month
2012-13 (in tons)
2011-12 (in tons)
India Coal Market Watch Contd. from previous Pg May June July August September October November December January February March Total 44,711 353 11,038 23,217 438 9,158 1,308 25,716 9,447 712 644 9,996 23,302 2,279 336 15,134 88,942
During September 2012, the entire quantity of pet coke was imported from Malaysia within a price range of Rs 9105-Rs 9511 ($162-$173)/ton. However, in August, the material came in two consignments from China. An amount of 219 tons came in at a price of Rs 20,948 ($375)/ton and the remaining 220 tons came in at Rs 22,823 ($408)/ton. [$1 = Rs 55.90] (See details on Pg. 91)
Pet coke import via Paradip at 8,500 tons in September

ICMW
Import of pet coke through the port of Paradip in September 2012 stood at 8,500 tons whereas it stood at nil during the month of August. In September 2011, import of pet coke via Paradip port stood at 10,540 tons, as per information available with ICMW. In 2012-13 during the first six months ended September 2012, the total import of pet coke thus stood at 24,998 tons. The entire material in September was imported by Goa Carbon Ltd from Kuwait at an assessed price of Rs 13,063 ($233)/ton. Following are the details of pet coke import via Paradip port:
Month April May June July August September October November December January February March Total 24,998 2012-13 (in tons) 16,498 8,500 2011-12 (in tons) 20,833 22,071 16,126 10,540 21,063 10,754 5,489 44,687 151,563

October 31, 2012 54
PET COKE
Pet coke import via Vizag flat in Sept

ICMW
Pet coke import through the port of Vizag stood at 43,969 tons in September 2012, flat against 43,089 tons imported in August, according to a compilation by ICMW. The September import however was down from 79,682 tons in July, the data showed. Pet coke import through the port during the first six months (April-August) of 2012-13 stood at 304,180 tons against 550,151 tons imported during the same period last year. Following is the monthly break-up of pet coke imports via Vizag port in 2012-13 and combined imports via Vizag and Gangavaram ports in 2011-12:
Month April May June July August September October November December January February March Total 2012-13 (in tons) 35,360 71,514 30,566 79,682 43,089 43,969 2011-12 (in tons) 1,05,285 1,31,764 87,176 1,17,235 40,488 68,203 29,365 1,02,481 65,814 58,237 71,247 64,154 9,41,448
304,180
In September 2012, a total of 21,998 tons of per coke came in from Kuwait at a price of Rs 13,800 ($245.56)/ton; while 21,134 tons were imported from Indonesia at a price of Rs 13,556 ($241.21)/ton. The remaining 837 tons came in from China within the price range of Rs 27,984 ($500.16)/ton to Rs 46,903 ($838.30)/ton . In August 2012, 27,843 tons came in from China within a price range of Rs 9502($169.98)/ton to Rs 28,601($511.64)/ton while the remaining 15,246 tons came from Georgia at a price of Rs 19,864($355.34)/ton. (See details on Pg. 91-92)
Pet coke imports via Chennai sharply up in September

ICMW
Petroleum coke imports through Chennai port stood at 201 tons in September 2012 against only 19 tons imported in August as per provisional information available with ICMW. During the first six months (April-September) of the current financial year (201213), total imports of pet coke via Chennai port stood at 1,363 tons as compared to 104,193 tons imported during the corresponding period of previous year (2011-12). Following table contains the month wise import figures of pet coke via Chennai port during 2011-12 and 2012-13:
Month Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar Total 2012-13 857 1 266 19 19 201 2011-12 17 161 20,920 24 40,997 42,073 43,925 376 352 217 18 18 149,099
1,363
October 31, 2012
55
PET COKE
During September 2012, out of the entire material, 1.4 tons came from Japan at a unit price of Rs 340,236 ($6,054)/ton while the remaining 199.6 tons came from UK within a price range of Rs 67,426-Rs 115,019 ($1199-$1329)/ton. (See details on Pg. 92)
Pet coke imports via Ennore up sharply m-o-m in September

ICMW
Pet coke imports through the Ennore port stood at 91,605 tons in September 2012, sharply up as compared to 42,350 tons imported during August, as per provisional information available with ICMW. During the first six months ended September 2012, a total of 233,700 tons of pet coke was imported through the port. Following is the monthly break-up of pet coke imports via Ennore port in FY13:
Month April May June July August September October November December January February March Total 233,700 2012-13 (in tons) 58,740 41,005 42,350 91,605
In September 2012, the material came within a price range of Rs 6993-Rs 10,090($125-$180)/ton while during August 2012, the entire quantity of material was imported at a price of Rs 10,344 ($185)/ton. The consignments came in from the USA. (See details on Pg. 92)
Pet coke import via Mormugao down m-o-m in September

ICMW
Import of petroleum coke through Mormugao port in September 2012 stood at 52,389 tons whereas during the previous month (August 2012) pet coke import through the port stood at 53,001 tons, according to provisional data available with ICMW. However, the import of pet coke through the port stood at nil in July, 10,000 tons in June and 44,259 tons in May. During September 2012, the entire quantity of pet coke was imported from USA at an assessed average price of Rs 6402 ($114)/ton whereas in August 2012, 45,003 tons of the material came in from Chile at an assessed average price of Rs 9411/ton while the remaining 13,063 tons of the material came in from Kuwait at an assessed average price of Rs 13,063/ton. The import of pet coke through the port during the first six months (AprilSeptember) of 2012-13 stood at 176,244 tons, up significantly compared with 124,795 tons during the corresponding period of 2011-12. Following is the break-up of pet coke imports via Mormugoa port during the first six months of FY13 and full FY12 (All quantities are in tons):
Months April May June July August 2012-13 16,325 44,529 10,000 53,001 2011-12 45,008 Nil Nil NIl 16,535 Contd. on next Pg
October 31, 2012
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PET COKE
India Coal Market Watch Contd. from previous Pg September October November December January February March Total 176,244 52,389 63,252 Nil Nil Nil Nil Nil 40,000 1,64,795
Pet coke import via Kandla up in September m-o-m

ICMW
Import of pet coke through the port of Kandla stood at 40,001 tons in September 2012, whereas import of the material through the port during the previous month (August 2012) stood at 9708 tons and in July it stood at 40,000 tons, as per information available with ICMW. However, there was no import of pet coke through the port in either April, May or June. Pet coke import through the port during the first six months (April-September) of 2012-13 stood at 89,709 tons, moving up from 7331 tons imported in the same period of 2011-12.
Month April May June July August September October November December January February March Total 89,709 Imports in 2012-13 (In tons) 40,000 9,708 40,001 Imports in 2011-12(In tons) 2,813 2,456 2,062 50,527 54,870 69,505 34,602 216,836
In September 2012, the entire material came in from USA at a price of Rs 5946 ($106)/ton whereas during August 2012, the entire consignment also came from USA at a price of Rs 6758 ($121)/ton. (See details on Pg. 92)
Pet coke imports via Mundra port falls in September

ICMW
October 31, 2012
57
PET COKE
A small quantity of only 12 tons of petroleum coke was imported through Mundra port during the month of September 2012 whereas the import figure stood at 15 tons during the month of August 2012, according to provisional data available with ICMW. During September 2012, the entire material came from United Kingdom at an assessed unit price of Rs 47527 ($849)/ton while in August the entire material came from United Kingdom at an assessed unit price of Rs 45,865 ($820)/ton. However, in July only 10 tons of the material was imported while in June 2012, 11 tons of same material was imported through the port from United Kingdom. There was no import of petroleum coke through the port in May this year and September 2011. (See details on Pg. 92)
CRH terminates talks to buy stake in Jaypee Cement

ICMW
UK based CRH Plc has terminated the talk to buy stake in Jaypee Cement, a part of Jaiprakash Associates on valuations differences, according to information available with ICMW. According to sources, CRH, the Irish building materials group, was set to pick up a controlling 51% stake in the cement operations of Jaiprakash Associates in Gujarat. Jaypee Cement Corporation has two plants in Gujarat in Sewagram and Wanakbori each with a capacity of 2.4 million tons (mt).
Ambuja Cements September output up 6.85% m-o-m

ICMW
Ambuja Cements Ltds September cement production stood at 1.56 million tons (mt), up 6.85% from 1.46 mt produced in August. Production in September this year was also higher by 6.85% against 1.46 mt produced in September 2011, the company said in a release. The cumulative production during the first nine months of 2012 (JanuarySeptember) stood at 16.38 mt, up 6.09% compared with 15.44 mt produced during the corresponding period of 2011. Cement despatches or sales during September stood at 1.55 mt, up 4.73% compared with 1.48 mt despatched in September 2011. Despatches during August 2012 stood at 1.45 mt. The company sold 16.38 mt of cement during the first nine months (JanuarySeptember) of 2012, up 6.23% compared with 15.42 mt sold during the corresponding period of 2011, the release said.
ACC cement production up m-o-m in September

ICMW
ACC Ltd, Indias leading cement manufacturer, has reported a 4% rise in cement production during September 2012 at 1.82 million tons (mt) compared with August production of 1.75 mt. The production during the month was, however, 8.98% up compared with 1.67 mt produced in September 2011, the company said in a release. ACCs cumulative cement production between January and September 2012 stood at 18.28 mt, up 2.93% compared with 17.76 mt produced during the corresponding period of 2011. The companys cement despatches or sales in September rose by 2.86% to 1.8 mt compared with 1.75 mt despatched or sold in August 2012. The despatches in September were, however, also up by 4.05% than 1.73 mt despatched in September 2011, the release said. Its despatches during the first nine months of 2012 stood at 18.22 mt, up 2.42% compared with 17.79 mt despatched during the same period of 2011.
Limestone import via Paradip port up m-o-m in September

ICMW
Contd. on next Pg
October 31, 2012
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CEMENT
A total of 157,775 tons of limestone was imported through Paradip port during the month of September compared with a small quantity of 76,500 tons imported during the month of August, according to information available with ICMW. The import in September was by five steel companies Tata Steel, SAIL, JSPL, Adhunik and Bhushan Steel- from United Arab Emirates (UAE) and Oman. In August, the material was imported by Essar Steel (40,000 tons) and Tata Steel (36,500 tons) from UAE and Oman respectively. The material in September came in the price range of Rs 1187 to Rs 1592 per ton while in August Essar had imported the material at Rs 1759 per ton and Tata Steel at Rs 1484 per ton.
Following are the details of limestone import via Paradip port in September:
Date 04.09.2012 04.09.2012 06.09.2012 13.09.2012 18.09.2012 19.09.2012 Total Name of Buyer M/s ADHUNIK METALIKS LTD M/s JSPL M/s SAIL M/s Bhushan Steel Limited M/s SAIL M/s TATA STEEL LTD Country of Origin UAE UAE UAE UAE UAE Oman Quantity 19225.000 51040.000 20000.000 30100.000 5110.000 32300.000 157775.000 Assessed price/ton 1383 1345 1232 1187 1238 1592
MONTHWISE CEMENT PRODUCTION

Month April May June July August September October November December January February March Total (upto March) Total (April-March) %age change Over Prev. Year 32.21 32.21 11.57 2012-13 16.01 16.2 NA NA NA NA 2011-2012 14.6 14.27 14.08 13.91 14.33 13.65 12.71 14.78 13.98 15.72 16.45 17.03 179.88 179.88 6.89
(Million Tons)
MONTHWISE Clinker PRODUCTION

Month April May June July August September October November December January February March Total (upto March) Total (April-March) %age change Over Prev. Year 12.03 12.03 4.52 2012-13 12.03 NA NA NA NA NA 2011-2012 11.51 11.28 10.71 10.62 10.44 9.60 11.33 11.28 11.96 12.35 11.84 13.4 137.12 137.12 4.12
(Million Tons)
Note: (1) To produce 1 mln tons of Clinker about 0.225 mln tons of coal is needed (Estimate) (2) Production of ACC and Ambuja Cement not included (3) Total fig varies due to revision in data by CMA. Revision not available with ICMW.
October 31, 2012
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CEMENT
Greenpeace steps up campaign against coal mining

ICMW
Greenpeace India, which recently brought out a report claiming that coal mining in India would destroy at least 1.1 million hectares (ha) of dense forests, has stepped up its campaign against the threat from mining. The green activists launched a campaign in Hyderabad on October 8 and will also come out with a new report on October 15. This new report, according to Divya Raghunandan, head of Campaigns at Greenpeace India, would highlight how the expansion of coal mining across the central Indian landscape is systematically destroying the lives of thousands of indigenous communities besides harming the environment. Incidentally, India is currently hosting the eleventh meeting of the United Nations Conference of the Parties (COP 11) to the Convention of Biological Diversity (CBD) in Hyderabad. To be a good host for this major international conference, India must take a lead and call a halt to further mining projects in identified forest areas, said a statement from Greenpeace. Abhijeet Group, which was recently in news over its alleged involvement in captive coal block allotment case, is believed to have requested its bankers to defer payment of its term loans, an industry source in Kolkata said. The market for steel and ferro alloys is not good at present and this has put many ferro alloys makers in a spot. We have heard that some leading players including Abhijeet Group have deferred their term loan payment to bankers because of the adverse market conditions, the source said. ICMW could not verify with Abhijeet Group. The Abhijeet Group, which is facing probe by the Central Bureau of Investigation (CBI) in connection with the alleged coal block allocation scam, has reportedly withdrawn the initial public offering (IPO) plans for its power unit. DSP Merrill Lynch, the lead manager for Abhijeet Powers IPO, has recently informed the Securities and Exchange Board of India (SEBI) that the issue has been withdrawn. The Nagpur based group is facing CBI probe for alleged misrepresentation of facts while applying for the Bander coal block for one of its group arms, reports said. Anglo American plc, one of the worlds largest mining companies, on October 25 said its production of export coking coal and steam coal rose by 12% and 10% respectively during the third quarter (July-September) of 2012. The UK headquartered company said in a release that its export metallurgical coal production during the quarter increased by 12% to 4.5 million tons whereas export thermal coal production from South Africa increased by 10% to 4.6 million tons. Kumba iron ore production increased by 14% to a record 12.5 million tons, driven by faster than planned ramp up of Kolomela mine, the release said, adding, Kolomela is expected to produce at least 7 million tons in 2012. The opening up of the coal sector will bring down the illegal mining practices and scams in the coal sector, a top official of industry association Assocham has said. If monopoly (of Coal India Ltd) in the coal sector is broken, then scams will come down. Scams happen due to shortages and opaque way to meet shortages. We strongly advocate de-nationalisation of the coal industry, he said. This was also required to address the coal shortage facing the country. Quoting a recent study conducted by the chamber, the official said it shows that 20% of all small scale units have been affected due to the restricted supply of domestic coal in recent years. He also suggested that the government should allow commercial mining through public-private partnership and try to attract foreign mining players to bring in modern technology and best practices.
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Abhijeet Group defers term loan payment

ICMW
Abhijeet Group withdraws IPO of power unit

ICMW
Anglo Americans Q3 coal production up

ICMW
Opening up of coal will bring down scams: Assocham

ICMW
October 31, 2012
OTHERS
Indias April-August foreign trade deficit falls

ICMW
Indias trade deficit for April-August 2012-13 was estimated at $71171.09 million, down 6.60% compared with a deficit of $76202.52 million during the corresponding period of 2011-12, an official release said on October 1, quoting provisional figures. The deficit in August stood at $15622.42 million, up marginally from $15245.31 million in August 2011, and also up from $15493.22 million in July 2012, the release said. The exports in August stood at $22330.44 million, down from $24739.38 million in the corresponding month of 2011 and also down from $22442.96 million in July 2012, it said. The import in August stood at $37952.85 million, down from $39984.69 million August 2011; but up from $37936.18 million in July 2012, the release said. The cumulative export during the first five months of 2012-13 (April-August) stood at $119977.36 million (Rs 655670.24 crore), down from $127587.62 million (Rs 571179.18 crore) in the corresponding period of 2011-12. The cumulative import during April-August of 2012-13 stood at $191148.45 million (Rs 1044658.06 crore), down from $203790.14 million (Rs 912439.82 crore) during the corresponding period of 2011-12, the release revealed. The release further said that the import of crude oil and non-oil material in August were valued at $12876.1 million which was 2.96% higher than oil imports valued at $12505.7 million in the August 2011 and up 5.29% compared with July 2012 import of $12229.10 million. Oil imports during April-August of 2012-13 were valued at $66690.2 million, which was 2.80% higher than the oil imports of $64873.8 million in the corresponding period of 2011-12. Non-oil imports during August 2012 were estimated at $25076.8 million, which was 8.74% lower than non-oil imports of $27479.0 million in August 2011 and also down from $25707.10 million in July 2012. Non-oil imports during April-August of 2012-13 were valued at $124458.3 million which was 10.41% lower than the level of such imports valued at $138916.3 million in April-August 2011-12.
RBI leaves rates unchanged, cuts CRR

ICMW
October 31, 2012
61
OTHERS
The Reserve Bank of India (RBI) on October 30 left interest rates on hold while cutting the cash reserve ratio for banks but indicated that it may soon ease policy further. The RBI lowered the cash reserve ratio, the amount of deposits that banks must keep with the central bank, by 25 basis points to 4.25%, a move it said would inject about Rs 17,500 crore into the banking system in order to pre-empt potentially tightening liquidity. While the decision to leave the policy repo rate unchanged at 8.00% was in line with forecasts by analysts, expectations for a rate cut had grown after Finance Minister P. Chidambaram outlined a plan to trim the countrys fiscal deficit. Headline wholesale price index inflation rose to 7.8% in September, a 10-month peak, and the RBI said it expects inflation to rise before easing in the final quarter of the fiscal year, which ends in March. Investors, companies and the government have been clamouring for a cut to interest rates that have been on hold since April and remain some of the highest among major economies. While economic growth in India has been slowing, inflation has not, and the RBI has been calling on the government to follow through quickly on recent steps to cut its deficit and encourage investment, and to take further such measures. The RBI cut its GDP growth forecast for Indian economy to 5.8% for the current fiscal year, from 6.5% previously, and increased its projection for headline inflation in March to 7.5%, from 7.0% earlier.
Railway freight up by 5.6% in India from October 1

ICMW
The railway freight for transportation of major commodities like coal, iron ore and cement in India went up by more than 5.6% with effect from October 1, 2012 following imposition of 3.708% service tax and increase in busy season freight rates to 12% from 10%, industry sources said. The government in the week ending on September 30 announced that the Service Tax will be charged on 30% of the total chargeable freight inclusive of all charges (like busy season charges, development charge etc.,) and would be calculated as follows:i) Service Tax of 12% will be charged on 30% of freight (equivalent to 3.6% on the total freight charges) ii) Education Cess of 2% on Service Tax will be added (equivalent to 0.072% on total freight) and iii) Higher Education Cess of 1% on Service Tax will also be added (equivalent to 0.036% on total freight) iv) Total Service Tax implication will be (i)+(ii)+(iii)=3.708% on the total freight charges. Though the service tax is new thing which will straightaway increase the freight by 3.708%, the railways has also increased the busy season freight rates for OctoberDecember to 12% from earlier rate of 10%, sources associated with iron ore and coal business told ICMW. The busy season freight rates are not charged by the railways from the users during the monsoon quarter of July-September, they said, adding, Till now the busy season freights used to be higher by 10% compared with normal freight, but now we have to pay 12% higher. Elaborating, the sources said that if the basic freight till September for transportation of one rake (about 3800 tons of coal/iron ore/cement) upto a distance of 1000 Kilometre was around Rs 1108, the actual freight to be paid by a user was around Rs 1163.40/ton, including development charge of 5%. Going by this, under the normal circumstances, the busy season freight rate would have been up by 10% or to Rs 1279.74/ton for consumers from October 1. But now, for transporting the material beyond 1000 Kms by railways we will have to pay not only the basic freight of Rs 1108, but development charge of Rs 55.40 as well as 12% busy season rate of Rs 139.61 that will increase the freight to Rs 1303.00/ton. Add to this 3.708% service tax or Rs 48.32, our total outgo will be Rs 1351.33/ton, up 5.59% as against Rs 1279.74/ton as per earlier format, they said. The following chart will explain the difference in freight after introduction of service tax:
Normal Old Rate 1000 Kms Basic Freight Development Fee @5% Busy Season Surcharge Service Tax @ 3.708% Total 1108 55.4 Nil Nil 1163.4 500-550 Km 631.2 31.56 Nil Nil 662.76 Normal New Rate 1000 Kms 1108 55.4 Nil 43.14 1206.54 500-550 Km 631.2 31.56 Nil 24.58 687.34 Busy Season Old Rate 1000 Km 1108 55.4 116.34 Nil 1279.74 500-550 Km 631.2 31.56 66.28 Nil 729.04 Busy Season New Rate (wef October, 2012) 1000 Km 1108 55.4 139.61 48.32 1351.33 500-550 Km 631.2 31.56 79.53 27.52 769.81
October 31, 2012
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LOGISTICS
Railways commodity freight revenue down in September m-o-m

ICMW
The Indian Railways revenue earnings from commodity-wise freight traffic fell month-on-month in September due to lower transportation of coal and iron ore. Revenue earnings from commodity-wise freight traffic during September 2012 stood at Rs 6,040.96 crore, down 4.54% compared with Rs 6,328.28 crore earned in August, according to information available with ICMW. The Railways revenue from transportation of coal fell to Rs 2509.01 crore in September from Rs 2,537.7 crore in August. The Railways transported 36.1 million tons (mt) of coal in September compared with 36.69 mt transported a month ago. Revenue from transportation of iron ore for exports, steel plants and for other domestic user in September fell to Rs 518.07 crore, down 16.55% from Rs 620.84 crore in August. The quantity of iron ore transported fell to 8.2 mt in September from 9.21 mt in the previous month. Revenue from transportation of cement in September stood at Rs 575.41 crore (8.01 mt) as compared to Rs 551.57 crore (7.52 mt) in August, while that from foodgrains transportation fell to Rs 488.2 crore (3.57 mt) in September from Rs 597.09 crore (4.22 mt) in August. The Railways revenue from transportation of fertilisers in September rose sharply to Rs 479.86 crore (4.77 mt) from Rs 427.08 crore (4.29 mt) in August. Revenue from transportation of petroleum oil and lubricant (POL) in September stood at `328.04 crore (3.2 mt), while the same from pig iron and finished steel from steel plants and other points was `367.58 crore (2.73 mt). Revenue from container services was `291.84 crore (3.23 mt) and from transportation of other goods was `387.56 crore (4.9 mt).
Commodity-wise revenue
Commodity Coal i) for steel plants ii) for washeries iii) for thermal power houses iv) for public use v) Total Raw material for steel plants except iron ore Pig iron and finished steel i) from steel plants ii) from other points iii) Total Iron ore i) for export ii) for steel plants iii) for other domestic users iv) Total Cement Foodgrains Fertilizers Mineral Oil (POL) Container Service i) Domestic containers ii) EXIM containers iii) Total Balance other goods Total revenue earning traffic. 0.77 2.43 3.2 5.71 70.17 0.74 2.49 3.23 4.9 75.93 71.91 204.48 276.39 377.94 4777.36 75.55 291.84 387.56 6040.96 216.29 1.03 3.69 2.58 7.3 7.66 3.76 4.35 3.06 0.47 5.04 2.69 8.2 8.01 3.57 4.77 3.2 265.08 127.59 181.71 574.38 438.54 334.77 314.53 247.21 105.93 205.79 206.35 518.07 575.41 488.2 479.86 328.04 2.15 0.59 2.74 2.16 0.57 2.73 239.42 38.21 277.63 317.79 49.79 367.58 3.78 0.15 20.13 7.09 31.15 1.24 3.87 0.09 22.05 10.09 36.1 1.22 151.52 2.17 1299.43 391.6 1844.72 91.25 206.65 1.02 1695.28 606.06 2509.01 95.39 Quantity (in mt) Sept11 Sept12 Earning (in Rs crore) Sept11 Sept12
October 31, 2012
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LOGISTICS
Cargo operations at berth no.2 & 8 at Haldia port still remain affected
ICMW
There has been no improvement so far in the cargo operations at berth no.2 & 8 at Haldia port which has stopped since September 23, 2012, a shipping industry source informed ICMW on October 10. However, container operations and cargo operations at other berths are normal so far, the source said. Calcutta Port Trust has offered an additional berth in Haldia to Haldia Bulk Terminal Ltd (HBT) if the private player agrees to reinstate the 275 employees it sacked last month. According to information available with ICMW, HBT has suspended operations at berths 2 and 8 after the sacked employees allegedly roughed up existing workers and the firm claimed the port trust failed to provide security. In fact, HBT will only carry out the crane operations at 4B, leaving other on-shore jobs to manual contractors such as Ripley, according to the proposals put forward by the port trust. We are yet to decide whether to take some people back. The scope of work at 4B offered by the port (trust) requires only eight people. Either the port should increase the work or those who do the additional job should take these people, said Gurpreet Malhi, the CEO of HBT. Dhamra port has announced the maximum acceptable draft size at the port to be 17.38 metres in November (On November 14, 2012) and minimum draft size to be 16.32 mtrs (On November 7, 2012), a shipping industry source informed ICMW. In fact, the acceptance of vessels at Dhamra port is on case to case basis. Hence, before accepting the vessel, details need to be sent to the port authority for their acceptance for vessel details and maximum arrival draft, the source added. Vessel traffic at the Karaikal port may be affected owing to damage caused by the vessels to fishing nets, a shipping industry source informed ICMW. Aggrieved fishermen will inform the fisheries director (Nagapatinam, government of Tamil Nadu), who in turn will inform the port authorities. The vessels may be held till settlement of compensation, the source informed.
Dhamra maximum acceptable draft in Nov

ICMW
Vessel traffic may be hit at Karaikal port

ICMW
V.O. Chidambaranar Port revises port output norms for various cargoes
ICMW
V.O. Chidambaranar Port Trust (formerly Tuticorin port) authority has revised port output norms for various cargoes in a meeting held recently, a shipping industry source informed ICMW. During this meeting, Deputy Chairman of the port trust stated that the output norms of cargoes handled in the port was fixed during the year 2000 and need a revision taking into account the present level of performance. The port has examined three years average of different cargoes and a new output norm was arrived at in consultation with the users which include the following:
Cargo Thermal Coal (mainly coastal) Industrial / Steam Coal MOP Urea Sulphur Rock Phos Copper concentrate DAP Coke Lime stone Present Norms 8,500 mt/day 4,000 mt/day 2,500 mt/day 1,500 mt/day 1,500 mt/day 1,500 mt/day 3,500 mt/day present norms was not there present norms was not there present norms was not there Revised Norms 10,000 mt/day (Coal Jetty I) and 15,000 mt/ day ( Coal Jetty II). 8,000 mt/day ( actual output is more than this) 5,000 mt/day 4,000 mt/day 5,000 mt/day 5,000 mt/day 4,000 mt/day 7,000 mt/day 6,000 mt/day
October 31, 2012
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LOGISTICS
4,000 mt/day
Coal handling by Indian ports marginally up in September

ICMW
Coal handling, both domestic and imported, by 15 major and minor Indian ports during the month of September moved up marginally by 0.54 percent, according to a compilation by ICMW. A total of 6,932,945 tons of coal was handled by above ports during the month of September 2012 as compared to 6,895,569 tons of coal handled by the same number of ports in the corresponding month of 2011, the compilation revealed. During the previous month (August, 2012) total coal handling by these ports stood higher at 8,324,040 tons. The total handling during the first six months (April-September) of the financial year 2012-13, stood at 48,695,043 tons, down 3.66 percent compared with 50,542,382 tons handled during the corresponding period of previous financial year. Following is the detail of coal handling by various ports in September 2012, September 2011, April-September 2012 & April-September 2011 (in tons):
Sl. No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Total Port New Mangalore Cochin Porbandar Paradip V.O Chidambaranar Ennore Kandla Chennai Mumbai Vaizag Haldia Magdalla Dahej Okha Mormugao Coal handled (In tons) Sep-12 401,812 0 4,290 2,092,083 431,000 888,000 470,704 0 378,290 680,000 442,000 138,000 317,726 53,040 636,000 6,932,945 Sep-11 120,968 0 22,283 1,197,383 590323 1091176 356,633 457000 268,000 775,000 861,000 334,000 150365 108,438 563,000 6,895,569 Apr-Sep 2012 2,782,270 0 184,043 11,371,070 4,561,142 6,738,232 2,131,795 0 2,260,133 4,968,000 4,552,635 2,172,021 2,912,052 321,650 3,740,000 48,695,043 Apr-Sep 2011 1,714,420 16,000 188,265 10,847,738 4,167,105 5,594,364 2,631,752 3,191,000 1,898,911 5,313,000 7,953,469 1,948,949 1,304,464 427,945 3,345,000 50,542,382
Cyclone Warning issued for Tamil Nadu, Puducherry and Andhra Pradesh
ICMW
The Indian Meteorological Department (IMD) on October 30 issued a Cyclone Warning at 11 am for Tamil Nadu, Puducherry and adjoining South Andhra Pradesh coasts following formation of cyclonic storm Nilam over Southwest Bay of Bengal. The intermittent rain and cyclone warning affected operations at Chennai, Krishnapatnam, Karaikal, Ennore during the day, shipping industry sources said. Chennai Port hoisted flag No.7 and all the present working vessels are expected to be shifted to anchorage during the day. All fresh berthing are also cancelled until further notice, the source said. Similarly, at Karaikal port already two vessels were shifted to anchorage and there will be no further berthing of vessel due to cyclone warning, the source said, adding, there was no cargo operation at this port since yesterday due to heavy rain. Meanwhile, Ennore Port hoisted flag No.6 and vessels are working now. They may decide about further course of action based on weather report. At present it is raining, the source said. However, Krishnapatnam Port hoisted flag No.3 and vessels were working. Weather
Contd. on next Pg
October 31, 2012
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LOGISTICS
is cloudy and rain may start. Fertilizer vessels may get affected badly due to this and they may stop the cargo discharge for the fertilizer vessels even during slight rain. Meanwhile, IMD warning issued at 11 am said the deep depression over southwest Bay of Bengal remained practically stationary and intensified into Cyclonic storm NILAM.It lay centred at 0830 hours IST of today, the 30th October, 2012 near latitude 9.00N and longitude 82.00E, about 500 km south-southeast of Chennai and 100 km east-northeast of Trincomalee (Sri Lanka). The system would move northwestwards and cross north Tamil Nadu and adjoining south Andhra Pradesh coast between Nagapattinam and Nellore by 31st October, 2012 afternoon/evening. Under the influence of this system, rainfall at most places with isolated heavy to very heavy rainfall would occur over coastal Tamil Nadu and Puducherry during next 12 hrs. The intensity of rainfall would increase thereafter with scattered heavy to very heavy rainfall and isolated extremely heavy rainfall (25 cm or more) for subsequent 36 hrs. Isolated heavy rains would also occur over South Andhra Pradesh during next 48 hrs. Squally winds speed reaching 45-55 kmph gusting to 65 kmph would prevail along and off north Tamil Nadu, Puducherry and adjoining south Andhra Pradesh coasts during next 12 hours. The wind speed would gradually increase thereafter as the system comes closer to coast. Sea condition will be very rough to high along and off north Tamil Nadu, Puducherry and adjoining south Andhra Pradesh coasts during next 48 hours. Fishermen along north Tamil Nadu, Puducherry and adjoining south Andhra Pradesh coasts are advised not to venture into the sea. The IMD report said damage to thatched huts, breaking of tree branches causing minor damage to power and communication lines is expected as cyclone approaches near the coast.
Essar Ports net profit at Rs 80.5 crore in Q2 of FY13

ICMW
Essar Ports Limited, one of the largest port companies of India with a current capacity of 88 million tons per annum (mtpa), has recorded a net profit of Rs 80.53 crore in Q2 of 2012-13, up 97% from Rs 40.84 crore in Q2 of 2011-12, the company said in a statement. In fact, the companys net profit increased by 85% to Rs.149.05crore during H1 of FY13 from Rs.80.45 crore in H1 of FY12. The companys revenue for Q2 of FY13 increased by 25% to Rs 348.29 crore from Rs 279.14 crore in Q2 of FY12. However, for H1 of FY13, revenue increased by 22% to Rs 677.76 crore from Rs 557.62 crore in H1 of FY12. Commenting on th performance of the company for the quarter, Rajiv Agarwal, managing director of Essar Ports said, We are on track towards completing our projects as per our plans. We are happy with the continued growth across all fronts, be it cargo handled, revenue and profitability, he added.
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LOGISTICS
CIL subsidiaries sold 2.85 mt coal via e-auction in Sept

ICMW
The coal producing subsidiaries of Coal India Ltd (CIL) sold a total of 2.85 million tons (mt) of various types of coal through the e-auction route during the month of September 2012, according to information available with ICMW. The quantity of coal sold through the same route in August stood at 2.67 mt and at 2.76 mt in July, 3.35 mt in June and 4.07 mt in May. In September, the offered quantity was 3.05 mt and about 93.442% of the total offering was sold at an average premium of 60% over the notified price. In August, the offered quantity was 3.26 mt and about 81.9% of the total offering was sold at an average premium of 48.1% over the notified price. In July 2012, the offered quantity was 3.2 mt and about 86.25% of the total offering was sold at an average premium of 44.3% over the notified price. CIL earned a total of Rs 797.68 crore in September from sale of coal through e-auctions, which was 60% higher compared with the notified price of Rs 498.56 crore for the sold quantity of 2.85 mt. Among the subsidiaries, MCL sold the highest quantity of 0.924 mt from the total
Contd. on Pg 68
COMPANYWISE PERFORMANCE OF SPOT E - AUCTION OF RAW COAL IN CIL FOR SEPT12 (PROVISIONAL)
Coal Company ECL BCCL CCL NCL WCL SECL MCL NEC CIL No of Bidders 289 1687 2528 139 730 806 174 0 6353 No of Successful bidders 202 909 1069 92 381 465 137 0 3255 Total Qty offered (L.Tonnes) 1.6 2.27 4.79 1.36 2.95 7.5 10 0 30.48 Total Qty allocated (L.Tonnes) 1.6 2 4.73 1.36 2.63 6.97 9.24 0 28.53 Average Notified Price of Allocated Qty (In Rs/Ton) 3758.13 2157.00 1833.83 1721.32 2174.52 1772.17 1130.09 #DIV/0! 1747.49 Average Bid Price of Allocated Qty (In Rs/Ton) 5087.50 4363.00 3561.52 3323.53 3161.60 2528.26 1688.10 #DIV/0! 2795.93 % increase over Notified Price 35.4 102.3 94.2 93.1 45.4 42.7 49.4 #DIV/0! 60
COMPANYWISE PERFORMANCE OF SPOT E - AUCTION OF RAW COAL IN CIL FOR APRIL-SEPT12 (Provisional)
Coal Company ECL BCCL CCL NCL WCL SECL MCL NEC CIL No of Bidders 4717 8886 10870 1496 4091 5087 1396 120 36663 No of Successful bidders 2756 4665 4861 869 2320 2789 945 87 19292 Total Qty offered (L.Tonnes) 17.1 12.41 24.21 9.28 20.63 50.54 80.96 0.65 215.78 Total Qty allocated (L.Tonnes) 13.97 11.1 22.37 9.28 19 48.55 67.21 0.65 192.12 Average Notified Price of Allocated Qty (In Rs/Ton) 3667.22 2014.05 1956.82 1892.13 2097.00 1472.71 1114.73 5263.08 1689.60 Average Bid Price of Allocated Qty (In Rs/Ton) 4613.67 4237.30 3199.78 3336.64 3068.63 2369.06 1808.35 7256.92 2673.37 % increase over Notified Price 25.8 110.4 63.5 76.3 46.3 60.9 62.2 37.9 58.2
COMPANYWISE PERFORMANCE OF SPOT E - AUCTION OF RAW COAL IN CIL FOR APRIL-SEPT11 (Provisional)
Coal Company ECL BCCL CCL NCL WCL SECL MCL NEC CIL
Source: CIL
No of Bidders 4108 14673 6268 1042 3245 4867 1490 164 35857
No of Successful bidders 2605 7986 3597 622 2155 2840 998 127 20930
Total Qty offered (L.Tonnes) 36.04 21.97 28.06 7.21 30.18 62.01 82.85 2.39 270.7
Total Qty allocated (L.Tonnes) 21.81 19.27 24.18 5.72 27.01 51.58 77.26 0.93 227.77
Average Notified Price of Allocated Qty (In Rs/Ton) 3428.24 1786.82 1867.62 2447.90 1852.80 1186.78 1040.63 4843.01 1600.40
Average Bid Price of Allocated Qty (In Rs/Ton) 4428.38 3494.86 3100.08 3807.52 2972.34 2300.33 1919.36 5920.43 2693.05
% increase over Notified Price 29.2 95.6 66 55.5 60.4 84.4 22.3 68.3 93.8
October 31, 2012
67
E-AUCTION
offering of 1.0 mt for a total price of Rs 155.98 crore, about 49.4% higher than the notified price of Rs 104.42 crore. SECL offering continued to attract good demand and about 0.70 mt of the total offering 0.75 mt was sold at total price of RS 176.22 crore, a gain of 42.7% over the notified price of Rs 123.52 crore. During the first six months (April-September) of 2012-13, CIL had sold a total of 19.21 mt of coal via e-auction route of the total offered quantity of 21.58 mt. The company earned a price of Rs 5136.08 crore for the sold quantity against the notified price of the total quantity of Rs 3246.06 crore, earning a premium of 58.2%. During the first six months of 2011-12, the company had sold a total of 22.78 mt of coal through this route and had offered a total of 27.07 mt. The value of sold quantity was Rs 6133.97 crore, a premium of 68.3% over the notified price value of Rs 3645.24 crore. So the total quantity of coal offered during the first half of 201213 (of 21.58 mt) was 20.28% lower than 27.07 mt offered during the same period of 2011-12. The sold quantity of 19.21 mt was 15.67% lower compared with the quantity of 22.78 mt in 2011-12. Consequent to this, the companys earnings from sale of coal through e-auction route fell by Rs 997.89 crore from Rs 6133.97 crore in first half of 2011-12 to Rs 5136.08 crore in first half of 2012-13.
Coal sale through coaljunctions spot e-auction up in September

ICMW
The sale of coal through e-auction platform of coaljunction was up by 15.31% to 2.41 million tons (mt) in September compared with 2.09 mt sold in August, on higher offering by coal producing companies. A total of 2.64 mt of coal was offered by seven subsidiaries of Coal India Ltd and Singareni Collieries Company Ltd (SCCL) in September compared with 2.73 mt offered in August. CIL subsidiaries had offered 2.49 mt coal while SCCL offered 0.15 mt coal in September for sale through e-auction platform of coaljunction of which 2.27 mt from CIL and 0.13 mt from SCCL were sold at attractive premium. In August, CIL subsidiaries had offered 2.59 mt coal while SCCL offered 0.14 mt coal for sale through coaljunction of which 1.97 mt from CIL and 0.12 mt from SCCL were sold, according to data available with ICMW. Select offerings of coal for sale through forward e-auction route on coaljunction platform from Mahanadi Coalfields Ltd (MCL) and South Eastern Coalfields Limited (SECL) met with increased interest during the month of September. Overall demand remained moderate as 686,100 tons of the total offered quantity of 1,578,000 tons could be sold. According to information available with ICMW, coal from mines of MCL and SECL were sold through forward e-auction at a premium range of 0.10-0.12%. In August, Western Coalfields Ltd (WCL) had offered to sell 117,650 tons of coal through forward e-auction and 92,400 tons could be sold. A good demand was witnessed for majority of the offering of coal from Singareni Collieries Company Ltd (SCCL) for sale through e-auction platform of coaljunction during the month of September. Out of a total of 147,000 tons of coal offered during the month, 131,551 tons got sold. However, during the previous month (August 2012), out of a total offered amount of 140,000 tons of coal, 117,448 tons got sold. (See details on Pg. 71-77)
68
Select lots attract interest at September forward e-auction

ICMW
ICMW
October 31, 2012
E-AUCTION
SCCL offering attracts good premium at Sept spot e-auction
Poor demand for G1 grade coal in September e-auction

ICMW
A small quantity of 10,000 tons of G1 grade coal (GCV above 7000Kcal/kg) offered by Bharat Coking Coal Limited (BCCL) met with poor demand in the e-auction held in September. During the month of September, a total of only 500 tons of G1 grade coal got sold out of the total quantity offered. In August, CIL had offered a small quantity of 18,000 tons of G1 grade coal of which only 8000 tons got sold.
G2 grade coal
A small quantity of 23,000 tons of G2 grade coal (GCV between 6701-7000 Kcal/kg) offered by BCCL met with poor demand in the e-auction held in September. During September 2012, out of the total quantity offered, only 8350 tons got sold without attracting any premium. However, during the month of August, a total of only 12,600 tons of G2 grade coal got sold out of the total offered quantity of 26000 tons. There was no offering of this grade coal in July.
G3 grade coal
A small quantity of 21,000 tons of G3 grade coal (GCV ranging between 6400 Kcal/ kg and 6700 Kcal/kg) offered by three subsidiaries of Coal India Ltd (CIL) met with moderate demand in the e-auction held in September. During the month of September, out of the total quantity of G3 grade coal offered, 16,450 tons got sold. However, during the month of August, out of the total quantity of 24,330 tons of G3 grade coal offered, 21,380 tons got sold.
G4 grade coal
October 19: A total of 190,326 tons of G4 grade coal (GCV range 6100 Kcal/kg to 6400 Kcal/kg) offered in September by four subsidiaries of Coal India Ltd (CIL) for sale through e-auction witnessed moderate demand as only 146,416 tons could be sold within a premium range of 0.12-86%. However, out of 111,968 tons of G4 grade coal offered in August by three subsidiaries of Coal India Ltd (CIL) only 72,068 tons could be sold.
G5 grade coal
Nearly 93.7% or 175,460 tons of the total offering of 187,250 tons of G5 grade coal (GCV range 5800 to 6100 Kcal/kg) from six subsidiaries of Coal India Ltd (CIL) were sold in the e-auction conducted by coaljunction in September at attractive premium. However, nearly 57.89% or 149,760 tons of the total offering of 258,700 tons of G5 grade coal from five subsidiaries of Coal India Ltd got sold during the month of August.
G6 grade coal
Contd. on next Pg
October 31, 2012
69
E-AUCTION
There was fair demand for G6 grade (GCV range 5500-5800 Kcal/kg) coal in e-auction held in September as 168,170 tons of the total offering of 174,800 tons was sold. There was fair demand for G6 grade (GCV range 5500-5800 Kcal/kg) coal in e-auction held in August as 68,830 tons of the total offering of 73,250 tons was sold. During the month of September 2012, the offering was made from six subsidiaries of Coal India Limited (CIL) and the entire material was for delivery via road mode.
G7 grade coal
Nearly 87.39% or 92,500 tons of the total offering of 105,850 tons of G7 grade (GCV range 5200-5500 Kcal/kg) coal from three subsidiaries of Coal India Ltd (CIL)-South Eastern Coalfields Limited (SECL), Central Coalfields lImited (CCL) and Western Coalfields Limited (WCL) was sold at e-auction conducted by coaljunction in September. However, during August e-auction by coaljunction, 37,160 tons of the total offering of 41,000 tons of G7 grade coal got sold.
G8 grade coal
Almost 96.58% of the offering of G8 grade coal (GCV range 4900-5200 Kcal/kg) from various mines of WCL, ECL, CCL and SECL met with high demand in the e-auction conducted by coaljunction in September. A total of 263,280 tons of G8 grade coal was offered during the month of which 254,270 tons found buyers. In August, this grade of coal had witnessed good demand as out of a total of 105,840 tons of G8 grade coal offered, 103,340 tons found buyers.
G9 grade coal
The entire amount of 17,000 tons of G9 grade of coal offered from the mines of Western Coalfields Limited (WCL) got sold in the e-auction conducted by coaljunction during the month of September at a premium of 64.7%. However, there was no offering of G9 grade coal in August e-auctions.
G10 grade coal
The entire 90,000 tons of G10 grade coal (GCV between 4301 and 4600 Kcal/kg) offered during September 2012 at e-auction conducted by coaljunction got sold. The offering was made from the mines of NCL and CCL for delivery via road mode.
G11 grade coal
Continued strong demand was witnessed for G11 grade coal (GCV range 4001 and 4300 Kcal/kg) offered during September 2012 at e-auction conducted by coaljunction as the entire quantity got sold. A total of 112,000 tons of G11 grade coal from the mines of SECL, BCCL and CCL were offered during the month and the entire quantity got sold at attractive premium. During August, a total of 250,000 tons of G11 grade coal from the Dipika Exp and Gevra OC mines of SECL were offered during the month and the entire quantity got sold at attractive premium.
G12 grade coal
October 31, 2012
70
E-AUCTION
The entire quantity of G12 grade coal (GCV between 3700 and 4000 Kcal/kg) offered during September 2012 at e-auction conducted by coaljunction got sold. A total of 75,000 tons of G12 grade coal from the Manikpur OC and Chhal OC mines of South Eastern Coalfields Limited (SECL) were offered during the month and the entire quantity got sold. However, during August, a total of 740,000 tons of G12 grade coal from the Lakhanpur, Belpahar, Balram, Lajkura, Samaleshwari and Lilari mines of Mahanadi Coalfields Limited (MCL) were offered during the month and the entire quantity got sold. (See details on Pg. 71-77)
Detailed Data of SPOT e-Auctions held in SEPTEMBER 2012

GCV 2201-2500 3701-4000 3701-4000 3701-4000 3701-4000 3701-4000 3701-4000 3701-4000 3701-4000 4001-4300 4001-4300 4001-4300 4001-4300 4001-4300 Total 4301-4600 4301-4600 4301-4600 4301-4600 4301-4600 4301-4600 4301-4600 Total 4601-4900 4601-4900 4601-4900 4901-5200 4901-5200 4901-5200 4901-5200 4901-5200 4901-5200 4901-5200 4901-5200 4901-5200 4901-5200 4901-5200/ 4601-4900 4901-5200/ 4601-4900 CRUSH ROM SLK SLK CRUSH ROM ROM ROM ROM STM WCL SCCL SCCL SECL ECL CCL CCL CCL CCL CCL WCL WCL WCL 27-Sep-12 28-Sep-12 28-Sep-12 5-Sep-12 28-Sep-12 29-Sep-12 29-Sep-12 29-Sep-12 29-Sep-12 29-Sep-12 26-Sep-12 26-Sep-12 26-Sep-12 GONDEGAON OC DORLI OC II (BELLAMPALLI) KK - 5 (MANDAMARRI) Baroud OC RAJMAHAL OCP:III & II COMB,(III&II TOP,II TOP & II BOTTOM CSC, KALYANPUR(PIPARWAR) SAWANG W REJECTS KATHARA W. REJECTS KEDLA W. REJECTS GIDI- W SLURRY MORPAR UG Satpura II Sarni ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD CRUSHED ROM CRUSHED ROM STM STM NCL NCL MCL MCL CCL CCL 24-Sep-12 24-Sep-12 28-Sep-12 28-Sep-12 29-Sep-12 29-Sep-12 Jhingurda Kakri Basundhara Kulda RAJRAPPA REJECTS PIPARWAR W SLURRY ROAD ROAD ROAD ROAD ROAD ROAD Size CRR ROM ROM STM STM STM STM STM STM CRR REJECTS ROM Client SCCL SECL SECL MCL MCL MCL MCL MCL MCL SCCL BCCL SECL CCL e-Auction Date 28-Sep-12 4-Sep-12 5-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 12-Sep-12 4-Sep-12 29-Sep-12 Ex Location KOYAGUDEM( YELLANDU) Manikpur OC Chhal OC Lakhanpur Belpahar Balram Hingula Samaleshwari Lilari 21 INCLINE(YELLANDUI) Dugda Laxman OC (Stock) GIDI W REJECTS Mode of Despatch ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD Quantity Offered(t) 50,000 50,000 25,000 50,000 150,000 90,000 150,000 30,000 185,000 40,000 720,000 8,000 1,000 100,000 11,000 120,000 30,000 35,000 150,000 165,000 20,000 5,000 405,000 17,000 15,000 6,000 38,000 60,000 9,180 118,100 1,000 10,000 5,000 15,000 10,000 3,500 4,000 235,780 WCL WCL 26-Sep-12 27-Sep-12 PAONI OC GHONSA ROAD ROAD 5,000 22,500 27,500 Quantity Sold(t) 50,000 50,000 25,000 50,000 150,000 90,000 150,000 30,000 185,000 40,000 720,000 8,000 1,000 100,000 11,000 120,000 30,000 35,000 150,000 93,100 20,000 5,000 333,100 17,000 15,000 6,000 38,000 60,000 9,180 118,100 1,000 4,990 5,000 15,000 10,000 3,500 No Bid 226,770 1,848.00 2,064.00 2,064.00 1,416.00 1,848.00 1,848.00 1,848.00 2,349.00 2,244.00 2,244.00 1,540.00 1,720.00 1,720.00 1,180.00 1,540.00 1,540.00 1,540.00 1,957.50 1,870.00 1,870.00 2,610.02 2,603.59 3,092.27 1,900.70 1,848.76 2,484.06 2,689.29 3,141.60 2,249.43 NA 41.23% 26.14% 49.82% 34.23% 0.04% 34.42% 45.52% 33.74% 0.24% NA 1,845.00 1,950.00 1,950.00 1,537.50 1,500.00 1,500.00 3,038.79 2,691.31 3,286.60 64.70% 38.02% 68.54% 1,260.00 1,260.00 1,476.00 1,476.00 1,260.00 1,260.00 1,050.00 1,050.00 1,230.00 1,230.00 1,050.00 1,050.00 1,907.27 3,712.74 1,580.12 1,476.43 1,326.15 1,421.20 51.37% 194.66% 7.05% 0.03% 5.25% 12.79% 1,547.00 1,271.00 1,044.00 1,044.00 1,190.00 1,059.17 870.00 870.00 3,240.56 2,129.00 1,733.52 1,911.21 109.47% 67.51% 66.05% 83.07% 972.00 972.00 1,188.00 1,188.00 1,188.00 1,188.00 1,188.00 1,188.00 810.00 810.00 990.00 990.00 990.00 990.00 990.00 990.00 1,814.16 1,665.63 1,501.55 1,678.83 1,984.97 1,959.12 1,531.78 1,560.69 86.64% 71.36% 26.39% 41.32% 67.09% 64.91% 28.94% 31.37% Reserve Price (Rs./t) 546.00 Notified Price (Rs./t) 420.00 Average Price (Rs./t) 1,023.35 % GAIN (over Reserve Price) 87.43%
2201-2500 Total
3701-4000 Total
4601-4900 Total
4901-5200 Total MIX MIX
22,500 27,500
2,158.00
1,798.33
3,316.78
53.70%
4901-5200/4601-4900 Total
October 31, 2012
71
E-AUCTION
5,000
2,188.00
1,823.33
3,910.42
78.72%

Detailed Data of Spot e-Auctions held in September 2012, Contd...
GCV 5201-5500 5201-5500 5201-5500 5201-5500 5201-5500 5201-5500 5201-5500 5201-5500 5201-5500 5201-5500 5201-5500 5201-5500 5201-5500 5201-5500 5201-5500 Total 5201-5500/ 4601-4900 5201-5500/ 4601-4900 5201-5500/ 4601-4900 5201-5500/ 4901-5200 5201-5500/ 4901-5200 5201-5500/ 4901-5200 5201-5500/ 4901-5200 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 MIX MIX MIX
Size SLK SLK STM STM RND RND ROM ROM ROM SLK SLK
Client WCL WCL WCL WCL SCCL SCCL SCCL SCCL SCCL SECL SECL CCL CCL CCL
e-Auction Date 26-Sep-12 26-Sep-12 26-Sep-12 26-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 5-Sep-12 5-Sep-12 29-Sep-12 29-Sep-12 29-Sep-12 Tawa-I Tawa II Satpura II Sarni
Ex Location
Mode of Despatch ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD
Quantity Offered(t) 14,000 14,250 800 250 4,000 5,000 6,000 10,000 4,000 800 1,000 13,750 8,200 20,500 102,550
Quantity Sold(t) 720 14,250 760 250 4,000 5,000 6,000 10,000 4,000 800 1,000 13,750 8,200 20,500 89,230 5,000 1,550 13,600 20,150 2,470 500 1,150 8,000 12,120 6,000 5,370 20,000 2,000 10,000 1,320 1,000 2,500 1,980 6,500 6,800 5,000 20,000 2,000 12,000 6,000 2,000 3,500
Reserve Price (Rs./t) 2,484.00 2,484.00 2,726.00 2,701.00 2,884.00 2,884.00 2,392.00 2,392.00 2,392.00 2,088.00 2,088.00 2,280.00 2,280.00 2,064.00
Notified Price (Rs./t) 2,070.00 2,070.00 2,271.67 2,250.83 2,218.46 2,218.46 1,840.00 1,840.00 1,840.00 1,740.00 1,740.00 1,900.00 1,900.00 1,720.00
Average Price (Rs./t) 2,487.06 2,617.28 3,931.92 3,959.00 4,800.14 4,849.74 3,953.22 3,293.42 2,642.80 2,326.75 2,508.00 2,426.63 2,289.41 3,462.78
% GAIN (over Reserve Price) 0.12% 5.37% 44.24% 46.58% 66.44% 68.16% 65.27% 37.68% 10.48% 11.43% 20.11% 6.43% 0.41% 67.77%
RK-1A(MANDAMARRI) KK-2(MANADAMARRI) KASIPETA(MANDAMARRI ) KK-1(MANDAMARRI ) RK-8(SRIRAMPUR) Birsingpur Palli GIRIDIH PURNADIH RAJRAPPA-SLURRY
WCL WCL WCL
27-Sep-12 27-Sep-12 27-Sep-12
CHHINDA OC Pimpalgaon Inder UG Conv. To OC
ROAD ROAD ROAD
5,000 1,550 13,600 20,150
2,302.00 2,302.00 2,302.00
1,918.33 1,918.33 1,918.33
2,416.72 3,705.87 3,258.49
4.98% 60.98% 41.55%
5201-5500/4601-4900 Total MIX MIX MIX MIX WCL WCL WCL WCL 26-Sep-12 26-Sep-12 27-Sep-12 27-Sep-12 Shobhapur Makardhokra II OC BHANDEWADA INC. Silewara AB ROAD ROAD ROAD ROAD
2,500 500 1,150 8,000 12,150
2,504.00 2,504.00 2,504.00 2,504.00
2,086.67 2,086.67 2,086.67 2,086.67
2,803.51 3,632.00 3,312.70 2,928.68
11.96% 45.05% 32.30% 16.96%
5201-5500 / 4901-5200 Total MIX MIX MIX MIX STM STM STM STM STM STM STM STM ROM ROM ROM SLK SLK SLK WCL WCL WCL WCL NCL WCL WCL WCL WCL WCL WCL WCL BCCL ECL SECL SECL SECL SECL 26-Sep-12 27-Sep-12 27-Sep-12 27-Sep-12 24-Sep-12 26-Sep-12 26-Sep-12 27-Sep-12 27-Sep-12 27-Sep-12 27-Sep-12 27-Sep-12 12-Sep-12 28-Sep-12 4-Sep-12 4-Sep-12 5-Sep-12 5-Sep-12 Sasti UG Mathani Nehariya UG Vishnupuri-I Krishnasila Tawa-I Tawa II Silewara UG Saoner U/G I Saoner U/G II Saoner U/G III PATANSAONGI Kuya OCP BEJDIH::Sripur- R -VI Gayatri UG Rehar UG Palkimara Pinoura ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD
6,000 5,400 20,000 2,000 10,000 1,350 1,000 2,500 2,000 6,500 6,800 5,000 20,000 2,000 12,000 6,000 2,000 3,500
2,481.00 2,466.00 2,466.00 2,466.00 2,140.00 2,595.00 2,595.00 2,530.00 2,530.00 2,530.00 2,530.00 2,530.00 1,960.00 1,960.00 1,960.00 1,980.00 1,980.00 1,980.00
2,481.00 2,466.00 2,466.00 2,466.00 2,140.00 2,595.00 2,595.00 2,530.00 2,530.00 2,530.00 2,530.00 2,530.00 1,960.00 1,960.00 1,960.00 1,980.00 1,980.00 1,980.00
3,030.70 2,466.00 2,542.76 2,991.50 4,808.55 3,746.97 4,041.50 3,704.32 3,092.63 3,504.52 3,596.18 3,335.10 4,204.90 4,568.23 3,656.83 3,303.67 2,550.00 2,256.14
22.16% 0.00% 3.11% 21.31% 124.70% 44.39% 55.74% 46.42% 22.24% 38.52% 42.14% 31.82% 114.54% 133.07% 66.85% 28.79% 13.95% 86.57%
October 31, 2012
72
E-AUCTION

GCV 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 5501-5800 Total 5501-5800/ 4601-4900 5501-5800/ 4901-5200 5501-5800/ 5201-5500 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 MIX
Size SLK SLK STM STM STM STM STM STM STM STM STM STM STM
Client SECL SECL BCCL ECL ECL SECL SECL SECL SECL SECL SECL SECL SECL CCL
e-Auction Date 5-Sep-12 5-Sep-12 12-Sep-12 28-Sep-12 28-Sep-12 4-Sep-12 5-Sep-12 5-Sep-12 5-Sep-12 5-Sep-12 5-Sep-12 5-Sep-12 5-Sep-12 29-Sep-12 Umaria Vindhya Block IV
Ex Location
Mode of Despatch ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD
Quantity Offered(t) 2,000 1,000 1,000 500 1,000 7,000 700 8,000 4,000 3,000 4,000 1,000 1,000 5,000 153,250
Quantity Sold(t) 2,000 1,000 1,000 500 1,000 7,000 700 8,000 4,000 3,000 4,000 1,000 1,000 4,000 152,170 10,000 10,000 5,550 5,550 450 450 7,840 31,000 15,000 2,000 1,500 8,092 459 12,900 5,000 19,000 15,000 3,900 1,000 1,600 2,000 6,000 4,000 3,000 1,500
Reserve Price (Rs./t) 1,980.00 1,980.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 1,960.00
Notified Price (Rs./t) 1,980.00 1,980.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 2,140.00 1,960.00
Average Price (Rs./t) 2,075.25 2,544.00 2,425.50 4,434.40 3,700.80 4,087.79 2,630.00 3,517.06 3,322.75 2,613.17 2,937.38 2,732.50 2,945.00 1,960.00
% GAIN (over Reserve Price) 4.81% 28.48% 13.34% 107.21% 72.93% 91.02% 22.90% 64.35% 55.27% 22.11% 37.26% 27.69% 37.62% 0.00%
BADJNA (U/G): :Brindabanpur B-III MOHANPUR OCP - Salanpur A & B (B-II & B- III) Rehar UG Birsingpur Kanchan OC Palli Pinoura Piparia Umaria Vindhya KATHARA W. SLURRY
WCL
26-Sep-12
Sasti OC
ROAD
10,000 10,000
2,214.00
1,845.00
3,579.35
61.67%
5501-5800 / 4601-4900 Total MIX WCL 27-Sep-12 Kumbharkhani ROAD
5,550 5,550
2,416.00
2,013.33
3,203.57
32.60%
5501-5800 / 4901-5200 Total MIX WCL 26-Sep-12 Chhattarpur-I ROAD
6,000 6,000
2,512.00
2,093.33
2,514.22
0.09%
5501-5800 / 5201-5500 Total MIX STM STM ROM ROM ROM ROM ROM SLK SLK SLK SLK SLK SLK STM STM STM STM STM WCL NCL NCL ECL ECL SCCL SCCL SECL SECL SECL SECL SECL SECL SECL BCCL BCCL BCCL ECL ECL 26-Sep-12 24-Sep-12 24-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 4-Sep-12 4-Sep-12 4-Sep-12 4-Sep-12 4-Sep-12 4-Sep-12 4-Sep-12 12-Sep-12 12-Sep-12 12-Sep-12 28-Sep-12 28-Sep-12 Ballarpur UG Block -B Khadia METHANI UG: :Sripur- R -VI DHEMOMEIN: :Sripur- R -VI KTK-1(BHUPALPALLI) KTK-6(BHUPALPALLI) Rani Atari Kapildhara Kurja UG BAGDEVA Banki DHELWADHI Singhali Dahibari OCP DAHIBARI OCP-KALIMATI & B.B.PUR North Tisra INC KHOTTADIH OCP: :KENDA TOP -BOTTOM & R-V MANDMAN INCLINE : :KalimatiB-II ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD
9,500 31,000 15,000 2,000 1,500 10,000 5,000 15,000 5,000 19,000 15,000 4,500 2,000 7,000 2,000 6,000 4,000 3,000 1,500
2,931.00 2,980.00 2,980.00 2,800.00 2,800.00 4,315.00 4,315.00 2,800.00 2,820.00 2,820.00 2,820.00 2,820.00 2,820.00 2,820.00 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00
2,931.00 2,980.00 2,980.00 2,800.00 2,800.00 3,319.23 3,319.23 2,800.00 2,820.00 2,820.00 2,820.00 2,820.00 2,820.00 2,820.00 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00
2,933.81 4,296.92 4,984.93 5,252.33 6,910.74 4,315.00 4,315.00 2,802.02 2,821.40 2,820.74 2,822.33 2,822.56 2,820.00 2,820.00 4,003.00 4,308.17 3,909.38 7,564.61 4,907.47
0.10% 44.19% 67.28% 87.58% 146.81% 0.00% 0.00% 0.07% 0.05% 0.03% 0.08% 0.09% 0.00% 0.00% 34.33% 44.57% 31.19% 153.85% 64.68%
October 31, 2012
73
E-AUCTION

GCV
Size
Client
e-Auction Date 28-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 4-Sep-12 4-Sep-12 4-Sep-12 5-Sep-12 29-Sep-12 29-Sep-12 29-Sep-12 28-Sep-12 28-Sep-12 4-Sep-12 12-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 28-Sep-12 4-Sep-12 4-Sep-12 4-Sep-12 4-Sep-12 29-Sep-12 29-Sep-12 29-Sep-12 29-Sep-12 12-Sep-12 28-Sep-12 5-Sep-12 28-Sep-12 12-Sep-12 12-Sep-12 12-Sep-12 12-Sep-12 12-Sep-12
Ex Location GOPINATHPUR OC PATCH:Gopinatpur B-IV BONJEMEHARI OCP: SALANPUR A & B (B-II & B-III) DABOR RANGAKANALI : SALANPUR A& B (B-II & B-III) Nandira Talcher Banki DHELWADHI Singhali Palkimara URIMARI KEDLA W. SLURRY SAWANG W SLURRY UKA-IV [B] PAW-II (PD) Rajgamar Basantimata GOURANDIH BEGUNIA: SALANPUR-C(B-IV) CHINAKURI -3 PIT: :Barachak R-VIII DUBESWARI :Hijuli R-VIII PARBELIA: :Hijuli- R-VIII Kapildhara Kurja UG BAGDEVA Rajgamar GIDI-C HESAGORA RELIGARA BACHRA BASANTIMATA CHITRA-A OC::Saharjori / Patrika Rajnagar RO GDK-1(GODAVARIKHANI) Gondudih East Bassuriya Godhur SSY Dhansar Lodna CP
Mode of Despatch ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD RAIL RAIL ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD
Quantity Offered(t) 4,000 2,000 1,000 20,000 20,000 4,000 3,000 11,000 1,500 13,750 3,000 1,000 242,250 97,350 15,576 15,000 6,000 600 1,000 1,000 1,500 2,500 4,000 10,000 10,000 4,600 10,000 3,200 8,000 190,326 4,000 15,000 2,000 21,000 4,000 12,000 1,000 10,000 27,000 10,000 10,000 1,500 1,500
Quantity Sold(t) 4,000 2,000 1,000 15,790 20,000 4,000 3,000 11,000 1,500 13,750 2,970 No Bid 219,801 97,350 15,576 No Bid 6,000 600 1,000 1,000 1,500 2,500 1,100 No Bid No Bid 4,600 9,990 3,200 2,000 146,416 900 15,000 550 16,450 No Bid 8,000 300 50 8,350 500 No Bid 0 500
Reserve Price (Rs./t) 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00 2,800.00 2,800.00 3,970.00 3,970.00 3,990.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,600.00 4,600.00 4,600.00 4,853.00 5,050.00 5,050.00 5,050.00 5,200.00 9,094.00
Notified Price (Rs./t) 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00 2,980.00 2,800.00 2,800.00 3,970.00 3,970.00 3,990.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,150.00 4,600.00 4,600.00 4,600.00 3,733.08 5,050.00 5,050.00 5,050.00 5,200.00 7,578.33
Average Price (Rs./t) 4,843.00 6,058.75 5,537.10 2,980.00 2,980.32 3,008.12 2,980.67 2,984.00 3,976.67 4,864.52 3,474.75 NA 5,004.40 4,575.00 NA 4,898.08 4,155.33 8,286.10 7,423.34 7,735.13 4,760.40 4,150.00 NA NA 5,981.00 5,131.66 5,871.06 4,150.00 4,600.00 6,590.41 4,600.00 NA 5,050.00 5,050.00 5,050.00 5,200.00 NA
% GAIN (over Reserve Price) 62.52% 103.31% 85.81% 0.00% 0.01% 0.94% 0.02% 0.13% 33.45% 63.24% 24.10% NA 26.06% 15.24% NA 18.03% 0.13% 99.67% 78.88% 86.39% 14.71% 0.00% NA NA 44.12% 23.65% 41.47% 0.00% 0.00% 43.27% 0.00% NA 0.00% 0.00% 0.00%
5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100 5801-6100
STM STM STM STM STM STM STM STM STM
ECL ECL ECL MCL MCL SECL SECL SECL SECL CCL CCL CCL
5801-6100 Total 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 6101-6400 Total 6401-6700 6401-6700 6401-6700 6701-7000 6701-7000 6701-7000 6701-7000 >7000 >7000 Total BP (P) BP (P) Total Hard Coke BCCL STM STM STM ROM STM STM STM STM BCCL ECL SECL SCCL BCCL BCCL BCCL BCCL ROM ROM SLK STM STM STM STM STM STM STM STM STM ECL ECL SECL BCCL ECL ECL ECL ECL SECL SECL SECL SECL CCL CCL CCL CCL
6401-6700 Total
6701-7000 Total
NA
October 31, 2012
74
E-AUCTION
0.00%

GCV
Size BREEZE COKE
Client
e-Auction Date 12-Sep-12 Lodna CP
Ex Location
Mode of Despatch ROAD
Quantity Offered(t) 300 300
Quantity Sold(t) 50 50 15,000 15,000 No Bid 1,900 No Bid 1,900 23,450 1,300 4,500 500 15,000 17,000 5,000 5,000 1,000 9,100 13,000 20,600 2,000 2,000 5,650 6,000 3,000 5,800 10,650 10,000 3,300 163,850 5,000 4,550 3,700 13,250 10,000 5,000 No Bid 15,000 2,405,607
Reserve Price (Rs./t) 3,214.00
Notified Price (Rs./t) 2,678.33
Average Price (Rs./t) 3,214.00
% GAIN (over Reserve Price) 0.00%
BP(BREEZE)
BCCL
BP (BREEZE) Total UNGRADED crushed (-) 250mm NCL 24-Sep-12 Bina ROAD
15,000 15,000
588.00
490.00
588.00
0.00%
UNGRADED Total W2 W2 W2 W2 Total W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 W3 Total W4 W4 W4 W4 Total WG WG WG WG Total Grand Total G9 R R SCCL SCCL SCCL 28-Sep-12 28-Sep-12 28-Sep-12 MNG WASHERY (MANUGURU) MNG WASHERY (MANUGURU) RGM WASHERY (RAMAGUNDAM) ROAD ROAD ROAD SLURRY STM STM BCCL CCL CCL 12-Sep-12 29-Sep-12 29-Sep-12 Dugda KARO OCP KHASMAHAL ROAD ROAD ROAD ROM ROM ROM ROM ROM ROM ROM STM STM STM STM STM STM STM STM STM STM STM STM STM STM BCCL BCCL BCCL BCCL CCL CCL CCL BCCL BCCL BCCL BCCL BCCL BCCL BCCL BCCL BCCL BCCL BCCL CCL CCL CCL 11-Sep-12 11-Sep-12 11-Sep-12 11-Sep-12 29-Sep-12 29-Sep-12 29-Sep-12 11-Sep-12 11-Sep-12 11-Sep-12 11-Sep-12 11-Sep-12 11-Sep-12 11-Sep-12 11-Sep-12 11-Sep-12 11-Sep-12 11-Sep-12 29-Sep-12 29-Sep-12 29-Sep-12 Kusunda OCP Sendra Bansjora Bararee Lohapatti 16-17 INC AMLO KEDLA OCP JHARKHAND OCP Muraidih SSY Damoda SSY Shatabdi Nudkhurkee SSY Jamunia OCP SSY Sendra Bansjora Bastacolla SSY Ghanoodih OCP Dobari SSY Bera SSY Jeenagora OCP SEL DHORI Q-I JARANGDIH PAREJ(E)/ULAHARA ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD ROAD SLURRY SLURRY SLURRY BCCL BCCL BCCL 12-Sep-12 12-Sep-12 12-Sep-12 Patherdih Moonidih MOONIDIH ROAD ROAD RAIL
5,000 20,000 7,906 32,906 23,450 1,300 4,500 500 15,000 17,000 5,000 5,000 1,000 9,100 13,000 20,600 2,000 2,000 5,650 6,000 3,000 5,800 10,650 10,000 3,300 163,850 5,000 4,550 3,700 13,250 10,000 5,000 5,000 20,000 2,643,312
4,372.00 4,372.00 4,372.00
3,643.33 3,643.33 3,643.33
NA 4,373.05 NA
NA 0.02% NA
2,093.00 2,093.00 2,093.00 2,093.00 2,262.00 2,262.00 2,262.00 2,327.00 2,327.00 2,327.00 2,327.00 2,327.00 2,327.00 2,327.00 2,327.00 2,327.00 2,327.00 2,327.00 2,262.00 2,262.00 2,262.00
1,744.17 1,744.17 1,744.17 1,744.17 1,885.00 1,885.00 1,885.00 1,939.17 1,939.17 1,939.17 1,939.17 1,939.17 1,939.17 1,939.17 1,939.17 1,939.17 1,939.17 1,939.17 1,885.00 1,885.00 1,885.00
4,850.14 3,929.54 3,737.22 3,014.00 5,372.23 5,246.82 5,715.12 4,727.60 4,354.50 3,524.42 3,652.77 4,357.36 3,949.50 4,531.00 4,916.73 4,138.92 4,690.00 4,169.07 5,392.26 3,009.97 5,403.30
131.73% 87.75% 78.56% 44.00% 137.50% 131.95% 152.66% 103.16% 87.13% 51.46% 56.97% 87.25% 69.72% 94.71% 111.29% 77.87% 101.55% 79.16% 138.38% 33.07% 138.87%
3,075.00 2,132.00 2,132.00
2,562.50 1,776.67 1,776.67
3,893.90 2,971.87 3,273.00
26.63% 39.39% 53.52%
2,778.00 960.00 960.00
2,136.92 738.46 738.46
2,784.12 965.51 NA
0.22% 0.57%
October 31, 2012
75
E-AUCTION
NA
Monthly data of offered quantity through coaljunction and mstc (road & rail)
MONTH Jan'11 Feb'11 Mar'11 Apr'11 May'11 June'11 July'11 Aug'11 Sept'11 Oct'11 Nov'11 Dec'11 Jan'12 Feb'12 Mar'12 Apr'12 May'12 June'12 July'12 Aug'12 Sept'12 OFFERED BY ROAD 2,991,320 2,824,250 2,922,850 2,466,770 2,564,788 1,724,469 2,236,945 2,091,330 2,262,732 512,850 3,083,582 2,706,157 4,518,196 3,698,200 5,874,230 5,014,680 4,927,850 3,818,650 3,444,100 3,541,130 2,522,480
Qty. In Tons 328,366 738,520 326,950 367,390 273,884 135,535 275,070 92,040 315,350 79,060 225,852 220,400 252,812 431,150 1,675,226 867,492 327,030 239,548 195,467 164,433 120,832
Monthwise quantity offered & sold through coaljunction & mstc E-Auction
MONTH Jan'11 Feb'11 Mar'11 Apr'11 May'11 June'11 July'11 Aug'11 Sept'11 Oct'11 Nov'11 Dec'11 Jan'12 Feb'12 Mar'12 Apr'12 May'12 June'12 July'12 Aug'12 Sep'12 OFFERED QTY (in tons) 3,319,686 3,562,770 3,249,800 2,834,160 2,838,672 1,860,004 2,512,015 2,183,370 2,578,082 591,910 3,309,434 2,926,557 4,771,008 4,129,350 7,568,706 5,882,172 5,254,880 4,058,198 3,639,567 3,705,563 2,643,312 SOLD QTY (in tons) 2,608,551 2,805,310 2,481,981 2,179,060 2,328,720 1,303,176 2,255,313 1,764,911 2,203,438 385,904 2,891,019 2,632,049 3,758,496 3,576,946 6,584,608 5,183,850 4,456,357 3,605,700 2,979,323 2,924,489 2,405,607
Qty. In Tons
OFFERED BY RAIL
Variation (In Percent) -21.42% -21.26% -23.63% -23.11% -17.96% -29.94% -10.22% -19.17% -14.53% -34.80% -12.64% -10.06% -21.22% -13.38% -13.00% -11.87% -15.20% -11.15% -18.14% -21.08% -8.99%
Monthly Data of Offered Quantity through coaljunction & mstc (Road & Rail)
8,000,000
6,000,000
Quantity offered & sold through coaljunction & mstc

7,000,000
Qty Offered In Tons
5,000,000
4,000,000
Quantity in Tons
6,000,000 5,000,000 4,000,000 3,000,000 2,000,000
3,000,000
2,000,000
1,000,000
1,000,000 0
Oct'11
Mar'12
Feb'12
May'12
Nov'11
Dec'11
Jan'12
June'12
Sept'11
July'12
June'12
OFFERED BY ROAD
OFFERED BY RAIL
OFFERED QTY (in tons)
SOLD QTY (in tons)
Companywise Quantity Offered & Sold through coaljunction & mstc in September12 Vs August12 Qty. In Tons Via Rail & Road
Sep'12 QTY OFFERED BCCL ROAD BCCL RAIL MCL ROAD MCL RAIL NCL ROAD NCL RAIL NEC ROAD NEC RAIL SECL ROAD SECL RAIL ECL ROAD ECL RAIL WCL ROAD WCL RAIL SCCL ROAD SCCL RAIL CCL ROAD CCL RAIL TOTAL 211,700 7,906 1,000,000 136,000 422,500 46,780 112,926 213,200 147,000 345,300 2,643,312 QTY SOLD 159,600 0 923,890 136,000 374,050 46,780 112,926 188,560 131,551 332,250 2,405,607 Aug'12 QTY OFFERED 371,600 15,812 1,375,000 128,000 15,000 659,750 43,483 133,530 105,138 261,450 140,000 456,800 3,705,563 QTY SOLD 210,250 0 897,150 128,000 15,000 608,450 43,483 133,490 105,138 242,580 117,448 423,500 2,924,489 Variation (In Percent) OFFERED QTY -43.03% -50.00% -27.27% NA 6.25% NA NA NA -35.96% NA -64.97% 7.41% -18.45% NA 5.00% NA -24.41% NA -28.67% SOLD QTY -24.09% NA 2.98% 6.25% NA NA NA -38.52% NA -64.96% 7.41% -22.27% NA 12.01% NA -21.55% NA -17.74%
Quantity In Tons
Companywise Quantity Offered & Sold through coaljunction & mstc in September12 Vs August12
1,750,000 1,500,000
1,250,000
NA
1,000,000
750,000
500,000
250,000
NEC ROAD
BCCL ROAD
MCL ROAD
NCL ROAD
NEC RAIL
SECL ROAD
ECL ROAD
SCCL ROAD
CCL ROAD
BCCL RAIL
MCL RAIL
NCL RAIL
SECL RAIL
ECL RAIL
SCCL RAIL
WCL ROAD
WCL RAIL
CCL RAIL
Aug'12
Sept'11
Sept'12
Sep'12
Nov'11
Dec'11
Mar'12
Oct'11
Jan'12
Feb'12
May'12
July'12
Apr'12
Apr'12
Aug'12
Com panies Sep'12 QTY OFFERED Sep'12 QTY SOLD Aug'12 QTY OFFERED Aug'12 QTY SOLD
Note: Data for the period January 2011 - December 2011 and February 2012 is for e-auction through coaljuntion only, while data for January 2012, and March 2012 onwards includes data of MSTC
October 31, 2012
76
E-AUCTION
Companywise data of sold quantity through coaljunction & mstc in September12 (road & rail)
Client BCCL CCL ECL MCL NCL NEC SCCL SECL WCL Grand Total 112,926 131,551 374,050 188,560 2,292,681 131,551 374,050 188,560 2,405,607 112,926 RAIL ROAD 159,600 332,250 46,780 923,890 136,000 Grand Total 159,600 332,250 159,706 923,890 136,000
Qty. In Tons
Companywise Data of Sold quantity through coaljunction & mstc in September12 (Road & Rail)
1,000,000
Quantity (in Tons)
900,000 800,000 700,000 600,000 500,000 400,000 300,000 200,000 100,000 0 BCCL CCL ECL MCL NCL NEC SCCL SECL WCL
SUBSIDIARY NAME RAIL ROAD
Comparision - Quantity Offered & Sold through coaljunction E-Auction

MONTH April'12 - September'12 April'11 - September'11 Variation OFFERED QTY (in tons) 15,026,553 14,806,303 1.49% SOLD QTY (in tons) 12,846,384 12,034,618 6.75%
Qty. in tons
Variation (Qty offered vs Qty sold) -14.51% -18.72%
Comaprision - Reserve Price and Realised Price realised through coaljunction E-Auction
MONTH April'12 - September'12 April'11 - September'11 Variation Average Reserve Price of Sold Quantity 1,867.4 1,885.3 -0.95% Average Realised Price of Sold Quantity 2,616.3 2,594.4 0.85%
Price in Rs. Crore
Gain over Reserve Price 40.10%
Note: Data for the period January 2011 - December 2011, February 2012 and September 2012 is for e-auction through coaljuntion only, while data for January 2012, and March 2012 - August 2012 includes data of MSTC
October 31, 2012
77
E-AUCTION
37.61%
Coal Stock Position at Various Thermal Power Stations in the Country as on 28.10.2012
Region State NORTHEN REGION Delhi 1 2 3 4 5 6 7 Punjab Rail Rail Rail Rail Rail Rail Rail Rajghat TPS Badarpur TPS Panipat TPS
Yamuna Nagar TPS
Sl. Mode of No. Transport
Name of Thermal Power Station
Normative Capacity Stock Reqd. in MW (Days) 135.0 705.0 1360.0 600.0 1200.0 1000.0 1320.00 920.0 1260.0 440.0 1240.0 1500.0 500.0 1630.0 665.0 1278.0 210.0 890 1820.0 2500.0 2000.0 440.0 1050.0 1200.0 1200.00 27063.0 500.0 440.0 840.0 2600.0 2980.0 600.0 500.0 870.0 850.0 240.0 1470.0 400.0 450.0 1340.0 1142.5 3760 1420.0 2340.0 1340.0 1040.0 630.0 1130.0 500.0 500.0 540.0 28422.5 20 30 25 25 25 25 25 30 25 30 30 30 30 15 25 20 30 30 30 15 15 25 25 25 25 24 15 15 15 15 20 15 25 30 30 30 30 30 15 20 20 15 20 20 25 25 25 25 25 25 20 21
Daily LINKAGE in 000 2 10.3 18.3 6.8 15.9 13.4 12.2 14 16.6 4.4 17.1 17.8 6.1 21.5 7.8 11 2.4 12 22.5 31.8 26.9 6.4 14.2 14.7 13.7 339.8 6.8 6.6 13.9 31.8 29.3 6.8 6.1 11.2 12.7 2.9 21 4.9 3.7 15.2 16.1 48.9 12.2 29.3 17.6 11.7 11.2 14.7 6.1 6.6 5.9 353.2
Actual Stock in 000 Tons Import 0 0 2 0 0 0 0 0 0 0 80 20 0 0 0 0 0 0 0 0 0 0 0 16 0 116 0 0 0 0 0 0 7 17 0 2 0 0 0 0 4 0 0 0 0 0 0 0 0 6 5 30 Indigeno 1.32 116.19 90 289.52 64.03 123.46 14.43 220.12 251.91 85.68 46.71 15.11 55.68 165.82 90.21 87.82 17.46 56.44 66.18 130.63 128.46 200.02 41.05 38.04 0 2396.31 52.03 74.04 395.66 27.77 4.92 189.19 106.81 77.46 202.69 30.96 392.62 72.19 76.76 74.6 137.91 33.66 75.52 5.65 11.08 23.84 52.24 12.2 20.51 12.95 21.69 2184.92
Critical Coal Stock in Days < 7days 1 10 4 37 4 7 1 17 13 17 6 2 8 7 10 7 6 4 3 4 4 28 3 3 0 6 7 10 25 1 0 24 15 7 14 2 19 3 14 4 7 1 5 0 1 2 4 1 3 3 4 5 * * * * ** ** < 4days **
Reasons for Critical Coal Stock
Coal Supp. regulated by TPS
Less Receipt Less Receipt Less Receipt
Haryana
Rajiv Gandhi TPS Indira Gandhi STPP Maharna Gandhi TPS

GH TPS(Leh. Moh.)
8 Rail 9 Rail 10 Rail 11 Rail Rajasthan 12 Rail 13 Rail 14 Pithead 15 Rail 16 Rail 17 Rail 18 Rail 19 Rail U. P. 20 Pithead 21 Pithead 22 Rail 23 Rail 24 Rail 25 Pithead Total of the Northen Region WESTERN REGION 26 Rail 27 P. H. 28 P. H. 29 P. H. Chhattisgarh 30 P. H. 31 Rail 32 Rail 33 Rail 34 Rail Gujarat 35 Rail 36 Rail 37 Rail 38 P. H. 39 Rail M. P. 40 Rail 41 P. H. 42 Rail 43 Rail 44 Rail 45 Rail Maharashtra 46 Rail 47 Rail 48 Rail 49 Rail 50 Rail Total of the WESTERN Region
Ropar TPS
GND TPS (Bhatinda)
Kota TPS Suratgarh TPS Chhabra TPP Anpara TPS Harduaganj TPS Obra TPS Panki TPS Parichha TPS Dadri (NCTPP) Rihand STPS Singrauli STPS Tanda TPS Unchanar TPS Rosa TTP Ph-I Anpara C TPS
* *
**
Less Receipt Higher Generation
* * * * * * * * 14
**
High Generation Less Receipt Higher Generation Less Receipt High Generation Higher Generation Higher Generation
Inadequate coal availability
** ** 7
DSPM TPS Korba-II Korba West TPS Korba STPS Sipat STPS Pathadi TPP Bhilai TPS Gandhi Nagar TPS Ukai TPS Sikka Rep. TPS Wanakbori TPS Sabarmati (C Stat.) Amarkantak Ext Sanjay GandhiTPS Satpura TPS Vindyachal STPS Bhusawal TPS Chandrapur STPS
KhaparkhedaTPS
* *
** **
Higher Generation Coal Sup.for U-2 & 3 yet to commenced
* * * * * * * * * * * * * 15
** **
Coal Supp. regulated by TPS
Higher Generation Higher Generation
** ** ** ** ** ** ** 11
Coal Sup. for U-11 yet to start
Wardha Warora TPP
October 31, 2012
78
POWER SECTOR
Koradi TPS Nasik TPS Parli TPS Paras TPS Dahanu TPS
Less Receipt - MCL Higher Generation Less Receipt -MCL Less Receipt Higher Generation Less Receipt-MCL Less Receipt-MCL Higher Generation Less import

Contd...
Region State
Sl. Mode of No. Transport
Name of Thermal Power Station
Normative Capacity Stock Reqd. in MW (Days) 1760.0 1720.0 1050.0 2600.0 2000.0 500.0 1720.0 1000.0 450.0 840.0 630.0 1050.0 15320.0 20 20 25 15 25 25 30 30 30 30 30 30 24 20 20 15 20 20 20 20 20 20 15 15 15 20 20 20 25 20 25 25 20 20 20 20 20 20 15 20 19 22
Daily LINKAGE in 000 21 19.6 12.2 32.3 21.5 5.6 19.1 9.8 4.9 13.4 8 14.2 181.6 0.5 1 30.6 1.5 3.7 7.3 12.2 11 6.8 6.1 6.8 42.8 19.6 3.7 19.6 13.2 3.7 5.4 14.7 6.1 4.9 8.1 1.1 2 3.2 26.9 8.6 271.1 1145.7
Actual Stock in 000 Tons Import 0 0 0 0 0 0 62 7 0 69 17 42 198 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 345 Indigeno 100.94 245.8 99.54 58.53 77.7 91.02 240.77 68.86 22.72 23.56 30.88 75.94 1136.26 9.19 3.31 33.86 84.97 117.42 0 84.68 84.79 0 30.24 43.83 86.53 153.92 217.1 58.38 85.08 48.41 2.36 107.95 27.03 18.45 160.43 10.38 37.46 38.98 10.44 13.5 1568.64 7286.13
Critical Coal Stock in Days < 7days 4 9 7 2 3 14 14 7 4 6 3 7 6 17 3 1 51 28 0 6 7 0 4 6 2 6 52 3 6 12 0 6 4 3 17 8 17 11 0 1 5 6 * * 16 51 ** ** 9 30 * * * * ** ** * * ** * * * * * ** ** * * ** * ** 5 3 * * * ** * * ** ** * < 4days
Reasons for Critical Coal Stock
SOUTHERN REGION 51 52 A. P. 53 54 55 56 Karnatka 57 58 59 Tamil nadu 60 61 62 EASTERN REGION 63 Bihar 64 65 66 67 68 Jharkhand 69 70 71 72 Orissa 73 74 75 76 77 78 79 80 81 West Bengal 82 83 84 85 86 87 88 89 All India Total
(*) Critical i.e. stock <7days in (**) Super Critical i.e. stock <4 days in
Rail Rail Rail P. H. Rail Pithead Rail Rail
Dr. N. Tata Rao TPS
Less receipt - MCL
Kothagudem TPS Rayalaseema TPS

Ramagundem STPS
Less import
Less Receipt - MCL
Simhadri Kakatiya TPS Raichur TPS Bellary TPS
Inter Modal Ennore TPS Inter Modal Mettur TPS Inter Modal North Chennai TPS Inter Modal Tuticorin TPS
Less Receipt-MCL Less Receipt - MCL Less Receipt - MCL
Total of the SOUTHERN Region Rail Rail P. H. Rail Road Rail Rail Rail Rail P. H. P. H. P. H. Rail Rail Rail Rail Rail Rail Rail Rail Rail Rail Rail Rail Rail P. H. Rail Barauni TPS Muzaffarpur TPS Kahalgaon TPS Patratu TPS Tenughat TPS Bokaro B TPS Chandrapura (DVC) TPS Maithon RB TPP Kodarma TPP IB Valley TPS Talcher (old) TPS Talcher STPS Sterlite TPP Durgapur TPS Mejia TPS Bakreshwar TPS Bandel TPS D.P.L. TPS Kolaghat TPS Sagardighi TPS Santaldih TPS Budge Budge TPS
New Cossipore TPS
210.0 220.0 2340.0 770.0 420.0 630.0 890.0 1050.0 500.0 420.0 470.0 3000.0 2400.0 340.0 2340.0 1050.0 450.0 630.0 1260.0 600.0 980.0 750.0 160.0 135.0 240.0 2100.00 1000.0 25355.0 96160.5
Under Long Outage Under Shutdown

Inadequate Coal availability
Less import Less Receipt
Less Receipt
Less Receipt Less Receipt Less import

Inadequate coal availability
Less import
Higher Generation Less Receipt Higher Generation Less import Less import
Southern Repl TPS
Titagarh TPS Farakka STPS

Durgapur Steel TPS
Inadequate Coal availabity
Less Receipt
Total of the EASTERN Region
51 TPSs (Includes super critical also) 30 TPSs
October 31, 2012
79
POWER SECTOR
IMPORTED COAL RECEIVED AT INDIAN POWER PLANTS (APRIL - september 2012)

(Figs in 000T) Board / PU. Torrent AEC P.House Ahmedabad Gandhinagar Ukai Wanakbori Sikka Total Budge-Budge New Cossipore(CESC) Titagarh S. Gen Stn. Total Dahanu Panipat Yamunanagar RGTPS Indira Gandhi STPP Total HPGCL I.P. Station L.Mohabbat Ropar Total PSEB Vijayawada Royalseema Kothagudem Total APGENCO Kolaghat Bandel Sagardihi Santhaldih Bakreshwar Total WBPDCL Durgapur(DPL) Mejia Durgapur Bokaro Total DVC Obra Panki Paricha Total UPRVUNL Suratgarh Kota Chabra Total RVNL Nasik Khaperkheda Parli Paras Bhusawal Koradih Chandrapura Total MSPGCL Target (2012-13) 500 April-August 2012 Target 208 Receipt (Prov.) 126 114 % Matln. 60% Target 42 September 2012 Receipt (Prov.) % Matln. April-September 2012 Target 250 Receipt (Prov.) 126 % Matln. 50%
GSECL
1500
625
114 203
18%
125
18
14%
750
132
18%
CESC
Reliance Energy
500 600
250
203 335 14 103 445 562
134%
42 50
40
80%
250 300
375
125%
HPGCL
2000
833
67%
167
59
1000
621
62%
IPGCL PSEB
APGENCO
1600
667
WBPDCL
1000
417
224 79 226 529 47 31 35 7 76 196 103
79%
133
256
192%
800
785
98%
47%
83
500
196
39%
DPL DVC
3000
1250
103
8%
250
138
55%
1500
241
16%
UPRVUNL
1000
417 197 166
83
500
RVNL
2000
833
MSPGCL
215 624 1428
3500
1458
98%
292
1750
1428
82%
October 31, 2012
80
POWER SECTOR
363 236 349 4
44%
167
116
70%
1000
479
48%

Imported coal received at Indian Power Plants (April - September 2012), Contd...
Board / PU. MPGCL
P.House Total MPGCL(Birsingpur, Satpura & Amarkantak) Mettur Tuticorin N.Chennai Total TNEB Bellary Raichur Total KPCL Total OPGCL Dadri Badarpur Tanda Unchahar Talcher Talcher STPS Simhadri Ramagunden STPS Kahalgaon STPS Farakka STPS Sipat STPS Korba STPS Rihand/Singrauli/ Vindhyachal Total NTPC
Target (2012-13) 800
April-August 2012 Target 333 Receipt (Prov.) 103 455 566 294 1315 29 400 429 18 590 % Matln. 31% Target
September 2012 Receipt (Prov.) % Matln.
April-September 2012 Target 400 Receipt (Prov.) 103 % Matln. 26%
67
TNEB
2000
833
158%
167
224
134%
1000
1539
154%
KPCL OPGCL
1500
625
69% #DIV/0!
125
119
95%
750
548 18
73% #DIV/0!
155 1021 415 67 608 602 322 155
NTPC
10712 21956
107% 75%
1666 3016
83% 52%
12378 24972
103% 71%
Note: Stock available at Port is 0.298 MT as on 01.10.2012.
October 31, 2012
81
POWER SECTOR
PATHADIH NTPC (JV) Muzaffarpur NTPC (JV) IndGandhi Rajiv Gandhi Reliabce ROSA STERLITE NTPC SAIL POWER Co TATA (MAITHONRB) LANCO Anpara CSEB Bajaj Hindustan Ltd. TVNL Vedanta(Balco) NTPC(JV)-Vellur Adani Power(Tiroda) CLP TOTAL IMPORT (EXCLUDING IMPORT BASED PLANTS) JSW ENERGY UDUPI TPP TORANGALLU ADANI POWER MUNDRA WARDHA WARORA TPP TROMBAY ESSAR SALAYA SIMAPURI THAMNA PATNAM TOTAL (IMPORT BASED PLANTS) TOTAL IMPORT
16000 400 1000 900 1000 400 500 900 200 300 200 300 400 1000 1000 46000 6300 3800 5000 2600 2800 2700 500 300 24000 70000
6667 167 417 375 167 208 375 83 125 83 125 167 417 417 19167 2625 1583 2083 1083 1167 1125 208 125 10000 29167
3935
59%
1333 33 83
52
4%
8000 200 500 450 500 200 250 450 100 150 100 150 200 500 500 23000 3150 1900 2500 1300 1400 1350 250 150 12000 35000
3987
50%
109 125 39
131% 167% 117%
109 851 311 58 197 47 85
22% 189% 156% 23% 44% 31% 57%
726 185 272 58 197 47 30
194% 163% 28% 53% 38% 24%
11244 1779 1147 1119 4460 823 12 1249 123
59% 68% 72% 214% 76% 107% 11%
75 83 33 42 75 17 25 17 25 33 83 83 3833 525 317 417 217 233 225 42 25 2000 5833
55
220%
1350 416 77 748 164 261
35% 79% 24% 180% 76% 112%
12594 2195 1224 1119 5208 987 12 1510 123
55% 70% 64% 208% 76% 108% 9%
POWER GENERATION - ROLE OF COAL

(Apr-Mar) (2010-11) I. Power Generation (In Billion Units) Total Hydel Thermal Coal based Oil Gas T. Multi Fuel Lignite Nuclear Import (Bhutan) II. PLF % Cummulative Thermal Coal based Multi Fuel Lignite Nuclear III. Specific Coal Consumption* (Kg/KWH) IV. Coal Despatches(In MT) CIL SCCL Total 304.145 32.738 336.883 312.203 36.876 349.079 23.945 2.843 26.788 19.391 1.475 20.866 155.956 18.367 174.323 138.731 15.736 154.467 17.23 2.63 19.86 12.4% 16.7% 12.9% 73.82 65.40 0.714 70.89 76.90 0.705 68.56 77.23 0.716 62.09 77.87 0.722 74.30 78.07 0.701 68.16 76.28 0.704 74.97 75.25 73.32 73.46 61.58 61.30 61.17 61.17 68.51 68.27 71.01 71.20 26.417 26.266 5.611 28.093 32.287 5.285 2.379 2.658 0.929 1.958 2.680 0.900 15.730 16.390 3.902 13.016 16.014 3.993 2.71 0.38 -0.09 20.9% 2.3% -2.3% 811.143 114.257 665.008 535.340 2.994 100.257 876.887 130.509 708.806 584.787 2.461 93.464 73.078 14.505 54.987 47.425 0.156 5.026 70.498 17.744 49.173 39.704 0.134 7.378 455.544 70.013 365.239 310.642 1.048 37.820 435.060 80.097 334.955 272.955 1.125 47.858 20.48 -10.08 30.28 37.69 -0.08 -10.04 4.7% -12.6% 9.0% 13.8% -6.8% -21.0% (Apr-Mar) (2011-12) Sept12 (Prov.) FY. 12-13 Sept11 Apr-Sept12 (Prov.) FY. 11-12 Apr-Sept11 Abs. Growth %age
V. Coal Receipt *(In MT) INDIGENOUS IMPORT TOTAL Coal Consumn.* (In Mt.) VI. Coal Stock (In MT) 350.034 30.302 380.336 377.875 (As on 1.04.10) 14.553 (As on 1.4.11) 16.009 VII. Decr./Incr. 1.456 366.150 44.883 411.033 409.042 (As on 01.04.11) 16.009 (As on 1.4.12) 15.645 -0.364 30.636 3.016 33.652 31.066 (As on 1.9.12) 12.027 (As on 1.10.12) 8.639 -3.388 23.353 4.124 27.477 27.817 (As on 1.9.11) 13.336 (As on 1.10.11) 12.099 -1.237 188.506 24.972 213.478 214.726 (As on 01.4.12) 15.645 (As on 1.10.12) 8.639 -7.006 168.168 22.402 190.570 191.647 (As on 1.04.11) 16.009 (As on 1.10.11) 12.099 -3.910 -3.460 -0.364 20.34 2.57 22.91 23.08 12.1% 11.5% 12.0% 12.0%
Note(*) 1. Receipt, consumption and coal stock includes coal from all sources. 2. Imported coal stock at port is 0.298 MT as on 01.10.2012 3. Specific coal consumption calculated as per Apr-Jul Gen. & Consmn. Figs provided by CEA.
October 31, 2012
82
POWER SECTOR
COAL PRODUCTION SEPT12 PROVISIONAL (Company-wise)

Name of the Company ECL BCCL CCL NCL WCL SECL MCL NEC CIL SCCL OTHERS* ALL INDIA TOTAL Annual Target 33.00 31.00 55.00 70.00 45.00 117.00 112.00 1.10 464.10 53.10 57.20 574.40 During the Month Target 2.05 2.64 3.15 5.61 3.15 8.32 7.35 0.08 32.33 4.19 4.77 41.29 Achievement 2.08 2.18 2.70 4.41 3.01 8.49 5.82 0.02 28.71 3.85 3.29 35.84 Corresponding month of Previous year Actual 1.62 1.84 2.52 3.02 2.86 6.78 5.45 0.02 24.12 2.17 3.24 29.53 Upto the Month Target 13.93 14.57 19.42 31.41 20.87 51.59 46.50 0.46 198.74 24.09 28.60 251.43 Achievement 13.73 14.03 17.96 28.40 18.39 53.52 45.35 0.19 191.57 23.13 22.96 237.66
(Million Tons)
Corresponding period of Previous year Actual 11.50 12.54 16.92 24.95 19.53 49.46 41.50 0.21 176.62 21.64 21.51 219.77
COKING COAL PRODUCTION SEPT12 PROVISIONAL (Company-wise)

(Million Tons)
Name of the Company ECL BCCL CCL WCL SECL CIL OTHERS* ALL INDIA TOTAL
Annual Target 0.04 28.76 18.37 0.42 0.14 47.73 10.35 58.08
During the Month Target 0.00 2.37 1.06 0.03 0.01 3.47 0.86 4.34 Achievement 0.00 1.89 0.87 0.03 0.01 2.80 0.63 3.43
Corresponding month of Previous year Actual 0.00 1.62 0.63 0.03 0.01 2.29 0.75 3.04
Upto the Month Target 0.02 13.52 6.52 0.20 0.07 20.32 5.18 25.50 Achievement 0.02 12.38 5.94 0.16 0.08 18.58 4.01 22.58
Corresponding period of Previous year Actual 0.02 11.21 4.79 0.16 0.09 16.27 4.17 20.44
* Excluding Meghalaya ** Monthly Target of others is obtained by proportioning the annual target., N.A.= Not Available
WASHED COKING COAL PRODUCTION SEPT12 PROVISIONAL (Company-wise)

Name of the Company BCCL CCL WCL CIL Annual Target 1.79 1.80 0.19 3.78 During the Month Target 0.14 0.14 0.02 0.30 Achievement 0.11 0.09 0.01 0.21 Corresponding month of Previous year Actual 0.11 0.10 0.01 0.23 Upto the Month Target 0.86 0.87 0.09 1.82 Achievement 0.63 0.63 0.07 1.33
(Million Tons)
Corresponding period of Previous year Actual 0.71 0.59 0.07 1.37
(Million Tons)
Name of the Company ECL BCCL CCL WCL SECL CIL
Annual Target 0.02 2.39 1.80 0.19 0.14 4.54
During the Month Target 0.00 0.11 0.15 0.01 0.02 0.29 Achievement 0.00 0.13 0.17 0.01 0.01 0.32
Corresponding month of Previous year Actual 0.00 0.12 0.12 0.01 0.01 0.27
Upto the Month Target 0.01 1.17 0.86 0.09 0.07 2.20 Achievement 0.00 0.67 1.25 0.07 0.08 2.06
Corresponding period of Previous year Actual 0.01 0.76 0.72 0.07 0.09 1.64
Source: CIL, N.A.= Not Available
October 31, 2012
83
INDIAS COAL PRODUCTION
COKING COAL (WASHED & DIRECT FEED) DESPATCHES TO STEEL PLANTS SEPT12 PROVISIONAL (Company-wise)
COAL DESPATCHES SEPT12 PROVISIONAL (Company-wise)

Name of the Company ECL BCCL CCL NCL WCL SECL MCL NEC CIL SCCL OTHERS* ALL INDIA TOTAL Annual Target 33.85 31.70 56.59 69.25 45.23 117.98 113.75 1.10 469.45 55.48 57.20 582.13 During the Month Target 2.44 2.40 4.25 5.23 3.22 8.68 8.56 0.08 34.85 4.07 4.77 43.69 Achievement 2.45 2.33 4.00 4.56 3.00 9.20 7.05 0.03 32.61 3.92 3.41 39.93 Corresponding month of Previous year Actual 1.77 2.27 3.25 3.48 2.82 7.47 6.55 0.04 27.65 2.02 3.34 33.01 Upto the Month Target 15.57 15.12 26.75 31.82 21.27 56.14 54.25 0.50 221.43 25.76 28.60 275.78 Achievement 15.76 15.90 24.61 29.23 19.08 58.93 50.52 0.26 214.28 25.13 22.79 262.20
(Million Tons)
Corresponding period of Previous year Actual 12.96 14.66 21.89 27.58 20.01 53.95 48.50 0.38 199.93 23.21 21.30 244.43
* Excluding Meghalaya, N. A. = Not Available
COAL LOADING BY RAIL SEPT12 PROVISIONAL (Company-wise)

(F.W.W/ day)
Name of the Company ECL BCCL CCL NCL WCL SECL MCL NEC CIL SCCL
Annual Target 948 1237 1796 1103 887 2116 3063 48 11198 N. A.
During the Month Target 773 1139 1646 1062 779 1941 2885 41 10266 3217 Achievement 842 1085 1561 826 729 1797 2123 10 8973 2975
Corresponding month of Previous year Actual 631 1067 1246 684 726 1493 1850 29 7726 1711
Upto the Month Target 831 1171 1705 1077 818 2010 2965 44 10621 3333 Achievement 926 1221 1528 951 893 1861 2602 28 10010 3209
Corresponding period of Previous year Actual 702 1146 1419 908 735 1781 2375 37 9103 2874
N. A. = Not Available.
PITHEAD VENDIBLE CLOSING STOCK SEPT12 PROVISIONAL (Company-wise)

Name of the Company ECL BCCL CCL NCL WCL SECL MCL NEC CIL SCCL OTHERS* ALL INDIA TOTAL
*Source: CIL,SCCL and Public and Pvt. Coal companies
(Million Tons)
Last date of the current month 1.89 5.05 9.43 6.02 4.40 3.88 16.95 0.03 47.65 1.10 1.65 50.40
Last date of the Corresponding month of the last year 2.69 5.88 11.40 1.42 3.47 6.12 14.53 0.12 45.62 0.78 1.09 47.49
**Excluding Meghalaya
October 31, 2012
84
Sector/Mode wise offtake for September 2012-13 (CIL)

POWER R/C Rail Target September 2012 Achieved % Achvd Target Prog. '12-13 Achieved % Achvd Prog. '11-12 Growth Achieved Absolute % age 135.85 126.50 93.11 857.26 860.71 100.4 743.63 117.08 15.74 Road 37.61 32.04 85.18 244.93 210.94 86.1 210.72 0.22 0.10 RD/NCK Int Feed 10.25 8.88 86.63 62.88 54.18 86.2 57.96 -3.77 -6.51 MGR 64.50 63.84 98.98 403.32 383.00 95.0 346.82 36.17 10.43 BELT 5.68 6.12 107.69 37.12 36.26 97.7 39.88 -3.63 -9.09 Ropeway 1.87 1.77 94.82 11.91 11.35 95.2 13.34 -1.99 -14.93 R/C Incl. Int FD 255.76 23.14 93.50 1617.42 1556.43 96.2 1412.35 144.09 10.20 Middlings 1.12 1.33 118.87 6.97 5.72 82.1 3.38 2.33 68.88 N/C/W/COAL & dsh 8.61 8.82 102.44 52.81 52.95 100.3 55.51 -2.56 -4.61
(Lakh tons)
TL Excl NCK Int Fd 255.24 240.41 94.19 1614.32 1560.92 96.7 1413.28 147.64 10.45
STEEL + COKERIES Rail Target September 2012 Achieved % Achvd Target Prog. '12-13 Achieved % Achvd Prog. '11-12 Growth Achieved Absolute % age 0.19 0.95 500.00 1.25 6.54 522.9 2.29 4.25 185.40 Road (DF,ext. wsry & p.cok.) 1.03 0.73 70.39 6.42 8.99 140.0 8.61 0.38 4.40 Rail (Int.) 0.89 0.93 104.04 5.67 5.65 99.7 8.09 -2.44 -30.11 Rd (INT) + HCKMAKING 5.66 2.53 44.73 34.82 20.31 58.3 22.56 -2.24 -9.95 Total 7.77 5.13 66.06 48.16 41.49 86.1 41.54 -0.05 -0.13
CEMENT Rail Target September 2012 Achieved % Achvd Target Prog. '12-13 Achieved % Achvd Prog. '11-12 Growth Achieved Absolute % Age 2.92 2.95 101.19 19.02 17.17 90.2 18.74 -1.58 -8.42 Road 2.87 2.85 99.45 18.05 15.69 86.9 17.08 -1.39 -8.14 Total 5.79 5.81 100.33 37.07 32.85 88.6 35.82 -2.97 -8.29
October 31, 2012
85

Sector/Mode wise offtake for September 2012-13 (CIL) Contd... (Lakh tons
FERTILISER Rail Target September 2012 Achieved % Achvd Target Prog. '12-13 Achieved % Achvd Prog. '11-12 Growth Achieved Absolute % age 1.97 1.99 100.79 12.78 13.18 103.1 13.84 -0.66 -4.80 Road 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 BELT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Total 1.97 1.99 100.79 12.78 13.18 103.1 13.84 -0.66 -4.80
OTHERS Rail Target September 2012 Achieved % Achvd Target Prog. '12-13 Achieved % Achvd Prog. '11-12 Growth Achieved Absolute % age 36.12 25.57 70.79 228.43 172.82 75.7 176.08 -3.26 01.85 Road 36.28 46.65 128.58 239.29 316.64 132.3 303.90 12.73 4.19 MGR 3.45 1.75 50.72 22.20 9.39 42.3 12.64 -3.24 -25.66 BELT 0.00 0.00 0.00 0.00 0.00 0.0 0.00 0.00 0.00 Rope 1.38 0.00 0.00 8.91 0.00 0.0 3.10 -3.10 -100.00 Road (INT) 0.00 0.00 0.00 0.00 0.00 0.0 0.00 0.00 0.00 Total 77.23 73.97 95.78 498.83 498.85 100.0 495.73 3.13 0.63
OVERALL Rail Target September 2012 Achieved % Achvd Target Prog. '12-13 Achieved % Achvd Prog. '11-12 Growth Achieved Absolute % age 177.05 157.96 89.22 1118.74 1070.41 95.7 954.59 115.83 12.13 Road 77.79 82.27 105.75 508.69 552.25 108.6 540.31 11.94 2.21 MGR 67.95 65.59 96.53 425.52 392.39 92.2 359.46 32.93 9.16 BELT 5.68 6.12 107.69 37.12 36.26 97.7 39.88 -3.63 -9.09 Ropeway 3.25 1.77 54.52 20.82 11.26 54.5 16.44 -5.10 -30.99 Rail (Int.) 0.89 0.93 104.04 5.67 5.65 99.7 8.09 -2.44 -30.11 Road (Int.) 15.91 11.41 71.73 97.70 74.49 76.2 80.51 -6.02 -7.48 Total (Int.) 16.80 12.34 73.44 103.37 80.14 77.5 88.60 -8.45 -9.54 **Despatch 348.52 326.04 93.55 2214.26 2142.80 96.8 1999.28 143.53 7.18 Colly. Cons. 0.45 0.46 101.33 2.71 2.18 80.5 2.36 -0.18 -7.50 Offtake 348.97 326.50
2216.97 2144.99 96.8 2001.63 143.35 7.16
POWER:> Offtake includes R/C with internal noncoking feed; STEEL:> Offtake includes R/C with Direct feed, cokeries & int ck feed. CMT includes cement cpp *TL Despatch including product & excluding nck int feed for PH
October 31, 2012
86
93.56
Offtake performance september 12 (PROVISIONAL)

COMPANY ECL BCCL CCL NCL WCL SECL MCL NEC
(Lakh tons)
CIL
Target (Aap) September'12 Achvd
24.75
24.12
42.50
52.25
32.20
86.80
85.60
0.75
348.97
24.83
23.38
40.04
45.57
30.00
91.99
70.45
0.25
326.50
% Achvd
100.3
96.9
94.2
87.2
93.2
106.0
82.3
32.7
93.6
August12
Achvd
24.46
26.26
39.47
42.85
27.48
92.51
75.60
0.44
329.07
September'11
Achvd
18.00
22.73
32.51
34.77
28.19
74.69
65.49
0.44
276.82
Target (Aap) Progres.Th.Year Achvd
157.70
151.72
267.55
318.20
212.80
561.50
542.50
5.00
2216.97
159.19
159.43
246.12
292.25
190.86
589.35
505.25
2.55
2144.99
% Achvd
100.9
105.1
92.0
91.8
89.7
105.0
93.1
51.1
96.8
Prog/ L.Year
Achvd
131.31
147.00
218.97
275.79
200.12
539.58
485.07
3.79
2001.63
Abs. Growth %
27.9
12.4
27.1
16.5
-9.3
49.8
20.2
-1.2
143.4
21.2
8.5
12.4
6.0
-4.6
9.2
4.2
-32.6
7.2
COMPANY WISE VENDIBLE OPENING STOCK

ECL BCCL CCL NCL WCL SECL MCL NEC
(Fig. in lakh tons)
01.10.2012
18.88
50.54
94.27
60.20
44.02
38.83
169.46
0.25
476.44
01.09.2012
22.90
52.15
107.32
61.63
43.90
45.94
181.74
0.31
515.87
01.10.2011
26.91
58.82
113.97
14.19
34.65
61.15
145.25
1.24
456.18
October 31, 2012
87
CIL
MET COKE IMPORTS INTO INDIA THROUGH THE MENTIONED PORTS (JUL12 TO SEPT12)
Ports Date 3-Jul-12 7-Jul-12 11-Jul-12 14-Jul-12 17-Jul-12 18-Jul-12 20-Jul-12 Country of Origin UKRAINE RUSSIA POLAND RUSSIA RUSSIA RUSSIA POLAND RUSSIA JAPAN 21-Jul-12 POLAND UKRAINE RUSSIA JAPAN 7-Aug-12 UKRAINE JAPAN JAPAN UKRAINE RUSSIA JAPAN JAPAN RUSSIA RUSSIA JAPAN RUSSIA RUSSIA JAPAN JAPAN RUSSIA JAPAN RUSSIA POLAND Importer Item Description MET COKE MET COKE MET COKE MET COKE MET COKE MET COKE MET COKE MET COKE MET COKE MET COKE COKE BREEZE MET COKE LOW ASH MET COKE COKE BREEZE MET COKE LOW ASH MET COKE LOW ASH MET COKE COKE BREEZE MET COKE LOW ASH MET COKE LOW ASH MET COKE MET COKE METALLURGICAL COKE LOW ASH MET COKE METALLURGICAL COKE METALLURGICAL COKE LOW ASH MET COKE LOW ASH MET COKE METALLURGICAL COKE LOW ASH MET COKE METALLURGICAL COKE METALLURGICAL COKE Unit Price (in Rs/Ton) 20,377 19,515 22,597 19,515 18,631 19,515 22,597 22,598 19,515 20,737 22,598 22,599 12,500 19,667 20,964 12,500 20,196 21,102 20,489 12,579 19,650 20,981 21,135 19,650 19,650 21,019 19,650 19,650 21,020 20,276 21,236 19,738 21,231 19,229 23,045 Quantity (in Tons) 5,000 2,500 10,000 2,500 6,000 2,500 5,000 3,000 2,500 21,912 3,658 2,000 343 3,510 21,978 422 5,000 498 22,000 253 2,500 22,954 2,098 2,500 2,500 25,449 2,500 2,500 2,794 23,025
26-Jul-12 27-Jul-12
KOLKATA
13-Aug-12 14-Aug-12 22-Aug-12 24-Aug-12 27-Aug-12 5-Sep-12 6-Sep-12 8-Sep-12 10-Sep-12 15-Sep-12 19-Sep-12 22-Sep-12 25-Sep-12 26-Sep-12
5,000 1,747 2,500 2,000 238,604
KOLKATA Total
October 31, 2012
88
MET COKE IMPORTS
17,964
India Coal Market Watch Met Coke imports into India through the mentioned ports (Jul12 - Sept12), Contd... Ports Date 1-Jul-12 9-Jul-12 11-Jul-12 8-Aug-12 13-Aug-12 16-Aug-12 22-Aug-12 PARADIP 26-Aug-12 COLOMBIA TATA STEEL LTD MET COKE Country of Origin POLAND RUSSIA JAPAN RUSSIA JAPAN POLAND JAPAN Importer TATA STEEL LTD ATIBIR INDUSTIRES CO. LTD TATA STEEL LTD MSP METALICS LTD TATA STEEL LTD KIC METALIKS LTD TATA STEEL LTD Item Description MET COKE MET COKE MET COKE MET COKE MET COKE MET COKE MET COKE Unit Price (in Rs/Ton) 22,596 18,549 20,654 18,953 20,939 22,900 20,976 20,863 20,864 22,377 JAPAN 3-Sep-12 4-Sep-12 18-Sep-12 21-Sep-12 PARADIP Total 10-Jul-12 17-Jul-12 27-Jul-12 VIZAG 17-Aug-12 21-Aug-12 7-Sep-12 10-Sep-12 VIZAG Total 10-Jul-12 19-Jul-12 AUSTRALIA AUSTRALIA SANDY CALCINED METALLURGICAL GRADE ALUMINA SANDY CALCINED METALLURGICAL GRADE ALUMINA SANDY CALCINED METALLURGICAL GRADE ALUMINA SANDY CALCINED METALLURGICAL GRADE ALUMINA SANDY CALCINED METALLURGICAL GRADE ALUMINA 19,759 19,629 19,205 19,206 19,415 19,554 UKRAINE UKRAINE UKRAINE UKRAINE UKRAINE RUSSIA CHINA MET COKE LOW ASH MET COKE LOW ASH MET COKE MET COKE MET COKE METALLURGICAL COKE LAM COKE 17,625 20,616 20,616 18,130 18,311 20,972 18,648 27,430 JAPAN CHINA JAPAN COLOMBIA TATA STEEL LTD TATA STEEL LTD IMFA LTD TATA STEEL LTD JSPL MET COKE METALLURGICAL COKE METALLURGICAL COKE METALLURGICAL COKE COKE BREEZE 20,943 21,091 27,254 21,070 10,554 Quantity (in Tons) 5,000 5,075 11,600 11,000 5,600 8,000 11,300 22,000 21,999 22,000 20,000 14,350 16,550 11,000 20,405 205,879 5,000 37,597 32,344 5,000 5,000 33,491 6,281 510 125,223 31,000 31,500 10,193 20,387 31,105 30,000 154,185 31-Aug-12 UKRAINE LOW ASH MET COKE 19,199 30,570 30,570 754,461
GANGAVARAM
22-Aug-12
AUSTRALIA
18-Sep-12 28-Sep-12 GANGAVARAM Total MORMUGAO MORMUGAO Total Grand Total
AUSTRALIA AUSTRALIA
October 31, 2012
89
MET COKE IMPORTS
PCI COAL IMPORTS INTO INDIA THROUGH THE MENTIONED PORTS july '12 to september '12
Ports 10-Jul-12 12-Jul-12 3-Aug-12 KOLKATA 18-Aug-12 22-Aug-12 31-Aug-12 6-Sep-12 KOLKATA Total 17-Aug-12 PARADIP 24-Aug-12 24-Sep-12 PARADIP Total 2-Jul-12 18-Jul-12 AUSTRALIA AUSTRALIA WERRIS CREEK BRAND LOW ASH PCI COAL WERRIS CREEK BRAND LOW ASH PCI COAL POITREL PCI COAL 24-Jul-12 AUSTRALIA WERRIS CREEK BRAND LOW ASH PCI COAL 10-Aug-12 AUSTRALIA WERRIS CREEK BRAND LOW ASH PCI COAL LAKE VERMONT PCI COKING COAL POITREL PCI COAL 3-Sep-12 27-Sep-12 VIZAG Total NEW MANGALORE 28-Aug-12 RUSSIA LOW VOLATILE PCI COAL 9,969 AUSTRALIA AUSTRALIA POITREL PCI COAL WERRIS CREEK BRAND LOW ASH PCI COAL 9,339 9,135 9,702 12,759 9,240 9,399 9,075 9,353 9,369 9,198 RUSSIA RUSSIA AUSTRALIA RAWMET COMMODITIES PVT LTD USHA MARTIN LTD JSPL PCI COAL PCI COAL PCI COAL 8,759 9,384 7,495 Date Country of Origin AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA Importer Item Description WERRIS CREEK BRAND LOW ASH PCI COAL WERRIS CREEK BRAND LOW ASH PCI COAL WERRIS CREEK BRAND LOW ASH PCI COAL WERRIS CREEK BRAND LOW ASH PCI COAL LOW ASH PCI COAL POITREL PCI COAL LOW ASH PCI COAL POITREL PCI COAL Unit Price (in Rs/Ton) 9,059 8,861 9,116 9,174 9,702 9,369 9,719 9,369 Quantity (in Tons) 16,000 10,484 16,000 7,989 21,538 16,000 7,528 5,290 100,829 16,000 30,773 63,176 109,949 24,250 1,389 4,308 6,692 24,400 2,372 44,878 24,000 6,658
VIZAG
21-Aug-12
AUSTRALIA
162,227 2,000 2,000 375,004
NEW MANGALORE Total Grand Total
October 31, 2012
90
PCI COAL IMPORTS
23,280
PET COKE IMPORTS INTO INDIA THROUGH THE MENTIONED PORTS jul 12 to sept 12
Ports Date 3-Jul-12 6-Jul-12 7-Jul-12 11-Jul-12 KOLKATA 17-Jul-12 19-Jul-12 4-Aug-12 6-Sep-12 10-Sep-12 21-Sep-12 KOLKATA Total PARADIP PARADIP Total 3-Jul-12 4-Jul-12 CHINA CHINA PETROLEUM COKE (CALCINED) (SIZE 1 - 4 MM) PETROLEUM COKE (RAW) 28,185 16,352 16,356 28,182 28,185 9,661 23-Jul-12 CHINA PETROLEUM COKE (RAW) 9,695 15,012 27-Jul-12 VIZAG 2-Aug-12 9-Aug-12 13-Aug-12 14-Aug-12 21-Aug-12 22-Aug-12 29-Aug-12 31-Aug-12 4-Sep-12 KUWAIT CHINA GEORGIA CHINA CHINA CHINA CHINA CHINA CHINA CHINA PETROLEUM COKE (RAW DELAYED) PETROLEUM COKE (CALCINED) (SIZE 1 - 4 MM) PETROLEUM COKE (RAW) PETROLEUM COKE (CALCINED) (SIZE 1 - 4 MM) PETROLEUM COKE (CALCINED) (SIZE 1 - 4 MM) PETROLEUM COKE (CALCINED) (SIZE 1 - 4 MM) PETROLEUM COKE (RAW) PETROLEUM COKE (CALCINED) (SIZE 1 - 4 MM) PETROLEUM COKE (CALCINED) (SIZE 1 - 4 MM) PETROLEUM COKE (GRAPHITIZED, SIZE: 1-5 MM) 12,321 27,756 19,864 27,929 27,933 27,929 9,502 14,913 27,938 28,601 46,903 1-Jul-12 1-Sep-12 KUWAIT KUWAIT GOA CARBON LTD GOA CARBON LTD PETROLEUM COKE PETROLEUM COKE 12,440 13,063 Country of Origin UNITED STATES UNITED STATES CHINA UNITED STATES MALAYSIA CHINA CHINA MALAYSIA MALAYSIA MALAYSIA Importers Item Description PETROLEUM COKE (GREEN, RAW, UNCALCINED) PETROLEUM COKE (GREEN, RAW, UNCALCINED) PETROLEUM COKE (CALCINED, GRAPHITIZED) PETROLEUM COKE (GREEN, RAW, UNCALCINED) PETROLEUM COKE (GREEN, RAW, UNCALCINED) PETROLEUM COKE (CALCINED) PETROLEUM COKE (CALCINED) PETROLEUM COKE (GREEN, RAW, UNCALCINED) PETROLEUM COKE (GREEN, RAW, UNCALCINED) PETROLEUM COKE (GREEN, RAW, UNCALCINED) Unit Price (in Rs/Ton) 11,108 11,108 11,566 53,861 10,822 9,233 25,507 20,948 22,823 9,105 9,469 9,511 Quantity (in Tons) 4,839 1,452 1,936 136 5,323 9,492 40 219 220 5,658 2,500 1,000 32,813 16,498 8,500 24,998 599 10,860 4,923 400 399 9,993 9,695 9,815 32,998 600 15,246 801 599 401 14,718 9,925 399 400 38
5-Jul-12
CHINA
PETROLEUM COKE (CALCINED) (SIZE 1 - 4 MM)
October 31, 2012
91
PET COKE IMPORTS

Pet coke imports into India through the mentioned ports Jul 12 to Sept 12, Contd...
Ports
Date 5-Sep-12 7-Sep-12 11-Sep-12 18-Sep-12
Country of Origin CHINA CHINA KUWAIT INDONESIA
Importers
Item Description PETROLEUM COKE (CALCINED, SIZE: 1-4 MM, 85% MIN) PETROLEUM COKE (CALCINED, SIZE: 1-4 MM, 85% MIN) PETROLEUM COKE (RAW DELAYED) PETROLEUM COKE (RAW)
Unit Price (in Rs/Ton) 27,984 28,608 13,800 13,556
Quantity (in Tons) 300 499 21,998 21,134 166,739
VIZAG
VIZAG Total 19-Jul-12 ENNORE 24-Aug-12 4-Sep-12 UNITED STATES UNITED STATES UNITED STATES JSW STEEL LTD JSW STEEL LTD JSW STEEL LTD RAIN COMMODITIES LTD ENNORE Total 4-Jul-12 24-Jul-12 1-Sep-12 CHENNAI 7-Sep-12 15-Sep-12 29-Sep-12 CHENNAI Total 22-Aug-12 MORMUGAO 28-Aug-12 14-Sep-12 MORMUGAO Total 12-Jul-12 18-Jul-12 23-Jul-12 31-Jul-12 3-Aug-12 12-Sep-12 KANDLA Total 30-Jul-12 MUNDRA 17-Aug-12 1-Sep-12 MUNDRA Total Grand Total UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM PETROLEUM COKE (D44) PETROLEUM COKE (D44) PETROLEUM COKE (D44) 48,674 45,865 47,527 UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES UNITED STATES PETROLEUM COKE (NON-CALCINED, GREEN DELAYED) PETROLEUM COKE (NON-CALCINED, GREEN DELAYED) PETROLEUM COKE (NON-CALCINED, GREEN DELAYED) PETROLEUM COKE (NON-CALCINED, GREEN DELAYED) PETROLEUM COKE (NON-CALCINED, GREEN DELAYED) PETROLEUM COKE (GREEN DELAYED) 6,685 6,685 6,758 6,758 6,758 5,946 CHILE KUWAIT UNITED STATES PETROLEUM COKE (GREEN DELAYED) PETROLEUM COKE (RAW DELAYED) PETROLEUM COKE (GREEN DELAYED) 9,411 13,063 6,402 JAPAN SWEDEN UNITED KINGDOM JAPAN UNITED KINGDOM UNITED KINGDOM PETROLEUM COKE 384 PETROLEUM COKE PETROLEUM COKE D22,CY3302 PETROLEUM COKE 384 PETROLEUM COKE D22,CY3302 PETROLEUM COKE (HNP, ELECTRODE CALCINED GRADE) 341,556 76,795 74,392 340,236 67,426 115,019 PETROLEUM COKE (DELAYED) PETROLEUM COKE (GREEN DELAYED) PETROLEUM COKE PETROLEUM COKE 9,873 10,344 10,090 6,993
41,005 42,350 41,605 50,000 174,960 2 18 2 1 2 196 220 45,003 7,998 52,839 105,839 10,000 10,000 10,000 10,000 9,708 40,001
KANDLA
10 15 12 37 595,316
October 31, 2012
92
PET COKE IMPORTS
89,709
STEAM COAL IMPORTS INTO INDIA THROUGH THE MENTIONED PORTS JUL12 TO SEPT12)
Ports Date 9-Jul-12 10-Jul-12 12-Jul-12 13-Jul-12 19-Jul-12 28-Jul-12 7-Aug-12 KOLKATA 8-Aug-12 14-Aug-12 21-Aug-12 31-Aug-12 1-Sep-12 3-Sep-12 7-Sep-12 14-Sep-12 KOLKATA Total 1-Jul-12 2-Jul-12 5-Jul-12 6-Jul-12 11-Jul-12 20-Jul-12 21-Jul-12 24-Jul-12 27-Jul-12 1-Aug-12 4-Aug-12 PARADIP 7-Aug-12 INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA ADANI ENTERPRISES LTD NAVA BHARAT VENTURES LTD CESC LTD NALCO ADANI ENTERPRISES LTD NALCO CESC LTD NALCO CESC LTD NALCO MMTC JINDAL STAINLESS STEEL LTD AARTI STEEL LIMITED AGARWAL COAL CORORATION JAI BALAJI INDUSTRIES LTD MAITHAN ISPAT LIMITED SHYAM METALICS & ENERGY LTD 9-Aug-12 AUSTRALIA INDONESIA SOUTH AFRICA GODAVARI COMMODITIES LTD STATE TRADING CORPORATION OF INDIA TATA SPONGE IRONLIMITED STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL 4,599 3,737 5,401 5,607 4,491 4,730 6,567 5,523 4,728 4,730 4,874 2,662 2,517 2,341 2,689 2,623 2,454 5,333 8,013 13-Aug-12 8,047 8,272 5,621 7,445 14-Aug-12 INDONESIA STATE TRADING CORPORATION OF INDIA STEAM COAL 8,283 8,346 9,156 17-Aug-12 INDONESIA ADANI ENTERPRISES LTD STEAM COAL 3,956 Country of Origin INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA SINGAPORE INDONESIA INDONESIA INDONESIA Importers Item Description STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL Unit Price (in Rs/Ton) 4,610 3,053 3,524 4,491 5,401 4,267 6,567 3,418 3,278 3,983 3,983 3,112 4,015 3,496 4,015 3,112 3,956 2,820 Quantity (in Tons) 20,104 1,000 25,000 23,500 22,000 22,476 23,552 3,000 20,329 5,000 5,000 1,000 8,000 4,296 2,000 1,000 26,600 25,002 238,859 33,300 27,000 32,400 54,349 38,472 42,500 28,450 55,338 31,150 30,786 123,390 53,200 10,900 4,250 18,000 13,500 7,000 44,700 1,791 2,565 2,017 54,993 3,000 1,844 939 1,685 42,685
October 31, 2012
93
STEAM COAL IMPORTS
India Coal Market Watch Steam Coal Imports into India through the mentioned Ports Jul12-Sept12, Contd... Ports Date 17-Aug-12 Country of Origin INDONESIA NALCO Importers Item Description STEAM COAL Unit Price (in Rs/Ton) 5,567 7,665 7,725 7,925 7,956 8,062 8,063 8,128 8,316 8,327 21-Aug-12 INDONESIA STATE TRADING CORPORATION OF INDIA STEAM COAL 8,355 8,359 8,360 8,401 8,404 8,412 8,537 8,597 8,603 10,399 PARADIP 25-Aug-12 27-Aug-12 3-Sep-12 4-Sep-12 5-Sep-12 7-Sep-12 11-Sep-12 INDONESIA INDONESIA SOUTH AFRICA SOUTH AFRICA INDONESIA INDONESIA INDONESIA AUSTRALIA INDONESIA INDONESIA SOUTH AFRICA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA SOUTH AFRICA SOUTH AFRICA INDONESIA ADANI ENTERPRISES LTD MMTC AML STEEL & POWER LTD KYORI OREMINLTD AGARWAL COAL CORORATION AARTI STEEL LIMITED ADANI ENTERPRISES LTD NALCO GODAVARI COMMODITIES LTD JAI BALAJI INDUSTRIES LTD MMTC ADANI ENTERPRISES LTD RAWMET COMMODITIES PVT LTD STATE TRADING CORPORATION OF INDIA CESC LTD STATE TRADING CORPORATION OF INDIA JSPL ADANI ENTERPRISES LTD GANDHAR OIL REFINERY (INDIA) LTD ADANI ENTERPRISES LTD ADANI ENTERPRISES LTD STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL 4,164 5,000 6,405 10,881 5,736 2,441 3,786 5,592 5,371 2,589 5,168 4,539 5,776 8,346 4,470 8,312 1,701 4,670 2,895 4,550 3,786 5,063 5,712 2,747 2,985 Quantity (in Tons) 50,950 3,263 2,530 2,730 1,529 2,262 2,533 3,863 1,660 3,822 1,793 2,677 1,934 1,289 2,525 1,677 1,605 1,636 1,684 2,021 17,785 68,500 14,500 14,500 30,000 7,000 66,679 52,001 44,519 14,000 54,750 71,450 61,091 2,994 32,624 1,525 52,500 54,000 65,411 64,582 1,681,599 3-Jul-12 VIZAG 9-Jul-12 11-Jul-12 27,673 16,000 15,000 10,000
12-Sep-12 13-Sep-12 14-Sep-12 18-Sep-12 19-Sep-12 21-Sep-12 24-Sep-12 29-Sep-12 PARADIP Total
October 31, 2012
94
STEAM COAL IMPORTS
37,000
India Coal Market Watch Steam Coal Imports into India through the mentioned Ports Jul12-Sept12, Contd... Ports Date Country of Origin Importers Item Description Unit Price (in Rs/Ton) 3,069 11-Jul-12 INDONESIA STEAM COAL 3,119 3,218 19-Jul-12 20-Jul-12 4-Aug-12 8-Aug-12 INDONESIA INDONESIA INDONESIA INDONESIA STEAM COAL STEAM COAL STEAM COAL (GCV 6310 KCAL/KG) STEAM COAL 3,607 5,300 3,984 3,726 2,843 2,863 2,879 16-Aug-12 17-Aug-12 21-Aug-12 INDONESIA INDONESIA INDONESIA SOUTH AFRICA STEAM COAL STEAM COAL (GCV 5210 KCAL/KG) STEAM COAL STEAM COAL 2,520 2,863 3,219 2,820 5,651 2,503 2,841 2,916 3,031 24-Aug-12 INDONESIA STEAM COAL (GCV 5245 KCAL/KG) 3,065 3,116 3,141 VIZAG 3,146 3,232 4,038 28-Aug-12 29-Aug-12 31-Aug-12 1-Sep-12 INDONESIA INDONESIA SOUTH AFRICA INDONESIA INDONESIA STEAM COAL (GCV 5487 KCAL/KG) STEAM COAL STEAM COAL STEAM COAL (GCV 5210 KCAL/KG) STEAM COAL (GCV 5487 KCAL/KG) STEAM COAL 3-Sep-12 INDONESIA STEAM COAL (GCV 5245 KCAL/KG) 10-Sep-12 11-Sep-12 INDONESIA INDONESIA STEAM COAL STEAM COAL 2,382 2,424 2,599 5,651 3,305 2,522 2,946 4,188 3,061 3,393 2,997 2,554 2,955 2,059 2,466 12-Sep-12 INDONESIA STEAM COAL 2,565 2,616 2,628 13-Sep-12 24-Sep-12 SOUTH AFRICA INDONESIA STEAM COAL STEAM COAL 5,776 5,959 2,185 Quantity (in Tons) 10,000 15,000 7,000 14,200 25,500 54,852 15,000 5,000 6,000 30,000 6,901 4,000 50,000 22,000 19,577 4,291 2,000 5,000 5,000 4,000 2,000 1,000 2,000 7,500 10,000 16,657 20,000 29,598 10,000 21,608 15,000 22,000 31,897 3,000 10,500 45,901 39,521 15,000 1,000 10,000 6,000 2,000 5,000 11,000 8,000
October 31, 2012
95
STEAM COAL IMPORTS
10,999
India Coal Market Watch Steam Coal Imports into India through the mentioned Ports Jul12-Sept12, Contd... Ports Date Country of Origin Importers Item Description Unit Price (in Rs/Ton) 2,545 2,565 VIZAG 24-Sep-12 INDONESIA STEAM COAL 2,616 2,677 2,727 VIZAG Total 4-Jul-12 5-Jul-12 INDONESIA INDONESIA SOUTH AFRICA INDONESIA STEAM COAL STEAM COAL STEAM COAL STEAM COAL 4,533 3,738 5,748 5,951 2,565 2,795 2,781 2,929 28-Jul-12 INDONESIA STEAM COAL 3,030 3,222 3,507 GANGAVARAM 31-Jul-12 4-Aug-12 9-Aug-12 17-Aug-12 25-Aug-12 SOUTH AFRICA INDONESIA INDONESIA INDONESIA INDONESIA SOUTH AFRICA SOUTH AFRICA INDONESIA INDONESIA INDONESIA BHATIA GLOBAL TRADING LTD 13-Jul-12 INDONESIA HCL COAL INTL. TNEB 17-Jul-12 23-Jul-12 2-Aug-12 ENNORE 9-Aug-12 13-Aug-12 16-Aug-12 INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA INDONESIA TCP LTD TNEB TNEB TNEB OPG POWER GENERATION TNEB CHETTINAD CEMENT CORP KAMACHI SPONGE & POWER TNEB 17-Aug-12 21-Aug-12 INDONESIA INDONESIA BHATIA GLOBAL TRADING LTD HCL COAL INTL. TNEB STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL (GCV 4904 KCAL/KG) STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL 5,435 2,879 3,081 3,081 2,648 3,441 4,150 5,736 1-Sep-12 10-Sep-12 27-Sep-12 28-Sep-12 GANGAVARAM Total 5,011 5,281 6,168 3,906 5,986 6,391 6,641 2,966 6,326 4,144 2,758 6,434 2,757 3,382 6,452 5,764 5,858 3,198 3,604 3,604 Quantity (in Tons) 7,903 5,000 5,000 6,000 5,000 760,078 127,778 73,677 50,003 75,000 56,100 2,000 3,600 5,000 8,000 7,850 55,000 140,165 13,000 5,000 1,000 77,000 81,231 74,646 7,500 14,000 58,500 56,102 62,150 42,731 1,097,033 26,151 9,000 69,715 55,130 68,384 68,308 67,350 60,604 68,452 55,004 65,780 46,000 2,000 70,750 52,108
26-Jul-12
October 31, 2012
96
STEAM COAL IMPORTS
India Coal Market Watch Steam Coal Imports into India through the mentioned Ports Jul12-Sept12, Contd... Ports Date 24-Aug-12 29-Aug-12 30-Aug-12 6-Sep-12 Country of Origin INDONESIA INDONESIA INDONESIA INDONESIA TNEB BHATIA GLOBAL TRADING LTD SENTINI CERAMICA P. LTD TNEB TNEB ADAM & COAL ENTERPRISES ADANI ENTERPRISES LTD Importers Item Description STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL Unit Price (in Rs/Ton) 6,633 4,065 5,353 6,587 6,591 2,367 2,611 ENNORE 11-Sep-12 INDONESIA 2,663 2,737 2,663 ADANI LOGISTICS LTD STEAM COAL 2,677 2,767 AMR ENERGY RESOURCES ZUARI CEMENT LTD 17-Sep-12 ENNORE Total COCHIN COCHIN Total 2,878 2-Jul-12 5-Jul-12 10-Jul-12 12-Jul-12 18-Jul-12 23-Jul-12 26-Jul-12 2-Aug-12 NEW MANGALORE 14-Aug-12 16-Aug-12 19-Aug-12 24-Aug-12 INDONESIA INDONESIA INDONESIA SOUTH AFRICA INDONESIA SOUTH AFRICA INDONESIA SOUTH AFRICA INDONESIA INDONESIA INDONESIA INDONESIA AUSTRALIA INDONESIA STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL 3,058 3,058 5,554 3,179 6,155 6,659 6,472 6,608 5,411 6,222 5,615 2,791 3,022 3,102 4,320 3,248 3,248 2,797 28-Aug-12 INDONESIA STEAM COAL 2,922 3,165 3,942 31-Aug-12 6-Sep-12 7-Sep-12 INDONESIA INDONESIA SOUTH AFRICA SHAMANUR SUGARS LIMITED BHATIA GLOBAL TRADING LTD STEAM COAL STEAM COAL STEAM COAL 3,656 4,878 5,258 5,406 5,685 24-Jul-12 INDONESIA STEAM COAL 3,294 INDONESIA MMTC STEAM COAL STEAM COAL STEAM COAL 2,709 3,005 4,243 6,604 Quantity (in Tons) 69,985 64,541 4,000 70,104 68,616 5,997 20,001 15,000 5,000 3,000 4,000 4,000 5,000 15,000 30,000 72,212 1,241,192 3,000 3,000 18,000 10,373 18,000 80,869 15,000 22,500 10,000 84,555 2,500 75,450 5,070 76,923 7,000 3,000 20,000 55,000 30,000 20,927 2,000 55,000 50,100 4,000 30,000 3,103 3,000 3,000
October 31, 2012
97
STEAM COAL IMPORTS
8,000
India Coal Market Watch Steam Coal Imports into India through the mentioned Ports Jul12-Sept12, Contd... Ports Date Country of Origin Importers BHATIA GLOBAL TRADING LTD DHRUVDESH METASTEEL PVT LTD H.R.G.ALLOYS & STTEL PVT LTD ILC IRON & STEEL PVT LTD 7-Sep-12 SOUTH AFRICA MAHAMANAV ISPAT PVT LTD PRAKASH SPONGE IRON & POWER RANGINENI STEEL PVT LTD
SRI SAI SAPTHAGIRI SPONGE PRIVATE LTD
Item Description STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL
Unit Price (in Rs/Ton) 5,710 5,710 5,610 5,610 5,660 5,406 5,406 5,660 5,710 5,610 5,514 5,685 2,799 2,668 2,600 2,897 3,030 5,973 5,539 2,627 5,539 3,622 3,822 6,571 3,577 3,811 3,737 3,798 5,415 3,113 6,571 3,030 6,566
Quantity (in Tons) 3,000 4,000 20,000 3,000 2,000 3,000 3,000 2,000 2,000 2,000 10,000 5,000 46,130 5,000 5,000 7,000 8,000 77,140 20,000 11,650 110 10,000 10,000 972,400 5,997 54,950 55,000 14,000 9,000 53,777 72,758 2,819 38,562 306,863 53,075 50,932 50,450 49,405 41,750 41,503 12,161 27,300 15,900 24,800 9,839
NEW MANGALORE
SUNVIK STEELS PVT LTD TRIVISTA STEEL AND POWER 10-Sep-12 21-Sep-12 INDONESIA INDONESIA MAGNIFICO TRADERS PVT LTD AGARWAL COAL CORORATION AGARWAL COAL CORORATION 25-Sep-12 INDONESIA MAHESWARI BROTHERS COAL LTD SHRI HIRANYAKESHI SAHAKARI UDUPI POWER CORPORATION LTD 26-Sep-12 28-Sep-12 29-Sep-12 SOUTH AFRICA INDONESIA SOUTH AFRICA INDONESIA MAGNIFICO TRADERS PVT LTD BGH EXIM LIMITED MAGNIFICO TRADERS PVT LTD SHRI HIRANYAKESHI SAHAKARI VISHWANATH SUGAR AND STEEL
NEW MANGALORE Total 16-Jul-12 17-Jul-12 1-Aug-12 MORMUGAO 8-Aug-12 29-Aug-12 3-Sep-12 10-Sep-12 27-Sep-12 MORMUGAO Total 6,673 6,705 6,772 25-Jul-12 MUMBAI 26-Jul-12 INDONESIA INDONESIA STEAM COAL STEAM COAL 6,435 6,423 6,640 6,456 6,477 31-Jul-12 INDONESIA STEAM COAL 6,572 6,573 6,629 SOUTH AFRICA INDONESIA INDONESIA INDONESIA SOUTH AFRICA INDONESIA SOUTH AFRICA INDONESIA
7-Jul-12
INDONESIA
STEAM COAL
October 31, 2012
98
STEAM COAL IMPORTS
49,458
India Coal Market Watch Steam Coal Imports into India through the mentioned Ports Jul12-Sept12, Contd... Ports Date Country of Origin Importers Item Description Unit Price (in Rs/Ton) 4,148 29-Aug-12 30-Aug-12 31-Aug-12 MUMBAI 18-Sep-12 INDONESIA STEAM COAL INDONESIA INDONESIA INDONESIA STEAM COAL STEAM COAL STEAM COAL 4,272 6,666 5,883 6,630 6,654 6,872 6,668 6,816 6,855 3,222 3,563 28-Sep-12 INDONESIA STEAM COAL 3,862 4,287 6,664 MUMBAI Total 2-Jul-12 4-Jul-12 6-Jul-12 7-Jul-12 9-Jul-12 INDONESIA SOUTH AFRICA INDONESIA INDONESIA INDONESIA INDONESIA SOUTH AFRICA 10-Jul-12 11-Jul-12 KANDLA 12-Jul-12 INDONESIA STEAM COAL INDONESIA INDONESIA STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL 3,993 6,666 3,225 3,272 3,283 3,380 3,364 3,019 3,348 6,415 3,081 3,327 3,113 3,165 3,019 3,327 3,495 3,993 SOUTH AFRICA INDONESIA SOUTH AFRICA 16-Jul-12 17-Jul-12 INDONESIA INDONESIA SOUTH AFRICA 18-Jul-12 19-Jul-12 INDONESIA INDONESIA STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL 6,949 3,081 13-Jul-12 3,248 3,432 6,498 3,232 3,076 3,113 6,415 3,053 3,248 3,232 Quantity (in Tons) 22,000 40,000 49,504 42,090 50,000 50,120 50,102 50,903 50,579 42,701 34,060 500 27,500 39,000 49,505 1,025,137 16,000 1,000 3,000 3,000 1,000 1,000 4,000 4,000 1,000 10,000 5,000 2,000 500 2,000 5,000 3,000 500 10,000 3,700 3,000 36,300 1,000 2,000 2,325 1,000 10,000 3,000 13,200 1,000
October 31, 2012
99
STEAM COAL IMPORTS
1,500
India Coal Market Watch Steam Coal Imports into India through the mentioned Ports Jul12-Sept12, Contd... Ports Date Country of Origin Importers Item Description Unit Price (in Rs/Ton) 3,222 20-Jul-12 INDONESIA SOUTH AFRICA 21-Jul-12 INDONESIA STEAM COAL STEAM COAL STEAM COAL 3,323 3,347 6,974 3,212 3,272 3,015 23-Jul-12 INDONESIA SOUTH AFRICA STEAM COAL STEAM COAL 3,499 3,523 6,343 3,015 3,036 24-Jul-12 INDONESIA STEAM COAL 3,143 3,173 3,232 2,722 25-Jul-12 INDONESIA STEAM COAL 2,828 3,015 3,351 2,828 26-Jul-12 KANDLA INDONESIA STEAM COAL 3,232 3,383 3,469 3,143 3,212 27-Jul-12 INDONESIA STEAM COAL 3,272 3,356 3,396 30-Jul-12 INDONESIA SOUTH AFRICA STEAM COAL STEAM COAL 3,143 6,949 2,722 2,992 31-Jul-12 INDONESIA STEAM COAL 3,075 3,177 3,179 3-Aug-12 INDONESIA SOUTH AFRICA INDONESIA STEAM COAL STEAM COAL STEAM COAL 3,033 6,974 3,162 6-Aug-12 3,197 4,207 2,739 7-Aug-12 INDONESIA STEAM COAL 2,793 2,873 3,421 SOUTH AFRICA 8-Aug-12 INDONESIA STEAM COAL STEAM COAL 5,524 3,172 Quantity (in Tons) 3,000 3,000 2,000 3,700 5,000 3,000 2,000 3,000 1,000 3,000 5,000 10,000 4,000 2,000 2,050 8,000 1,000 1,000 3,000 4,000 1,000 4,000 2,000 1,000 5,000 2,000 47,326 1,500 3,000 3,700 4,000 5,000 15,000 2,000 1,500 3,000 3,700 5,000 5,000 2,000 5,000 3,000 1,500 5,000 2,000
October 31, 2012
100
STEAM COAL IMPORTS
5,000
India Coal Market Watch Steam Coal Imports into India through the mentioned Ports Jul12-Sept12, Contd... Ports Date 8-Aug-12 Country of Origin INDONESIA INDONESIA 9-Aug-12 SOUTH AFRICA INDONESIA Importers Item Description STEAM COAL STEAM COAL STEAM COAL STEAM COAL Unit Price (in Rs/Ton) 3,304 3,569 2,739 6,510 6,974 3,028 3,212 2,739 14-Aug-12 INDONESIA STEAM COAL 3,197 3,333 16-Aug-12 17-Aug-12 18-Aug-12 INDONESIA INDONESIA INDONESIA STEAM COAL STEAM COAL STEAM COAL 3,162 3,323 3,028 2,798 3,016 2,744 2,822 21-Aug-12 INDONESIA STEAM COAL 2,873 3,167 3,173 3,243 2,776 KANDLA 2,822 3,016 3,122 24-Aug-12 INDONESIA STEAM COAL 3,167 3,172 3,202 3,294 4,129 25-Aug-12 27-Aug-12 INDONESIA SOUTH AFRICA INDONESIA STEAM COAL STEAM COAL STEAM COAL 3,016 3,228 6,620 2,781 3,005 3,106 28-Aug-12 INDONESIA STEAM COAL 3,116 3,202 3,383 29-Aug-12 30-Aug-12 INDONESIA INDONESIA STEAM COAL STEAM COAL 2,689 3,340 2,689 2,797 31-Aug-12 INDONESIA STEAM COAL 2,851 2,985 3,340 Quantity (in Tons) 5,500 996 2,000 5,000 3,700 1,000 2,000 1,000 1,000 2,000 1,500 500 1,000 5,000 1,000 1,160 23,000 2,000 6,000 2,000 500 4,434 1,000 3,000 1,000 6,500 1,000 4,000 2,000 2,000 5,000 500 1,500 2,000 3,000 3,000 5,000 5,000 4,000 13,200 4,000 2,000 1,000 5,350 36,300
13-Aug-12
October 31, 2012
101
STEAM COAL IMPORTS
3,500
India Coal Market Watch Steam Coal Imports into India through the mentioned Ports Jul12-Sept12, Contd... Ports Date 31-Aug-12 1-Sep-12 Country of Origin INDONESIA INDONESIA Importers Item Description STEAM COAL STEAM COAL Unit Price (in Rs/Ton) 4,045 3,078 2,742 2,797 3-Sep-12 INDONESIA STEAM COAL 3,016 3,202 5,151 4-Sep-12 INDONESIA INDONESIA SOUTH AFRICA 6-Sep-12 7-Sep-12 INDONESIA SOUTH AFRICA INDONESIA STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL 2,797 3,167 2,725 3,148 2,955 2,742 3,886 2,692 2,725 2,726 2,737 10-Sep-12 INDONESIA STEAM COAL 3,029 3,172 3,305 2,700 KANDLA 11-Sep-12 INDONESIA STEAM COAL 2,788 2,823 3,023 3,030 3,355 SOUTH AFRICA STEAM COAL 7,082 2,755 INDONESIA 12-Sep-12 SOUTH AFRICA STEAM COAL STEAM COAL 2,810 2,980 3,512 6,649 6,974 2,703 3,071 13-Sep-12 INDONESIA STEAM COAL 3,091 3,097 3,122 3,512 2,728 2,835 14-Sep-12 INDONESIA STEAM COAL 2,838 2,923 2,973 17-Sep-12 INDONESIA STEAM COAL 2,974 Quantity (in Tons) 5,000 4,000 500 1,500 2,000 472 500 10,000 1,801 5,000 5,000 23,597 3,000 27,500 10,000 5,000 55,972 5,000 4,000 3,000 2,742 11,000 5,000 1,000 1,000 1,000 5,500 5,480 1,000 3,000 3,000 3,000 2,000 3,700 4,000 5,000 3,000 500 1,000 1,000 3,000 1,000 2,000 1,500 1,000 1,000
5-Sep-12
October 31, 2012
102
STEAM COAL IMPORTS
India Coal Market Watch Steam Coal Imports into India through the mentioned Ports Jul12-Sept12, Contd... Ports Date 17-Sep-12 18-Sep-12 Country of Origin SOUTH AFRICA INDONESIA Importers Item Description STEAM COAL STEAM COAL Unit Price (in Rs/Ton) 6,550 2,728 2,798 2,700 19-Sep-12 INDONESIA STEAM COAL 2,855 3,028 3,105 2,973 20-Sep-12 INDONESIA SOUTH AFRICA 21-Sep-12 22-Sep-12 24-Sep-12 SOUTH AFRICA INDONESIA INDONESIA STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL 3,090 4,697 6,949 6,943 2,873 2,884 2,686 2,738 2,748 2,760 KANDLA 25-Sep-12 INDONESIA STEAM COAL 2,762 2,919 3,101 2,566 2,667 2,678 26-Sep-12 INDONESIA STEAM COAL 2,884 3,166 3,323 5,050 SOUTH AFRICA 27-Sep-12 INDONESIA STEAM COAL STEAM COAL 6,384 2,678 4,041 2,634 28-Sep-12 INDONESIA STEAM COAL 2,873 2,980 2,762 29-Sep-12 INDONESIA STEAM COAL 2,773 3,011 3,081 KANDLA Total 2-Jul-12 3-Jul-12 5-Jul-12 MUNDRA 7-Jul-12 11-Jul-12 19-Jul-12 21-Jul-12 23-Jul-12 INDONESIA INDONESIA SOUTH AFRICA SOUTH AFRICA INDONESIA UNITED STATES INDONESIA INDONESIA STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL 3,193 4,879 5,819 5,876 6,848 5,020 5,560 4,754 5,020 Quantity (in Tons) 5,000 1,000 5,000 4,000 2,000 6,000 2,000 1,000 1,000 500 3,700 2,000 1,000 1,000 500 10,000 5,000 6,000 6,000 1,000 1,000 3,000 4,000 1,000 1,000 4,000 500 500 4,000 5,000 4,000 4,000 1,000 2,000 2,000 2,000 4,000 1,000 897,105 500 166,269 80,983 84,000 10,000 5,000 40,000 500 10,000
October 31, 2012
103
STEAM COAL IMPORTS
India Coal Market Watch Steam Coal Imports into India through the mentioned Ports Jul12-Sept12, Contd... Ports Date 25-Jul-12 30-Jul-12 1-Aug-12 3-Aug-12 7-Aug-12 9-Aug-12 13-Aug-12 14-Aug-12 16-Aug-12 17-Aug-12 18-Aug-12 22-Aug-12 24-Aug-12 Country of Origin INDONESIA INDONESIA UNITED STATES INDONESIA SOUTH AFRICA SOUTH AFRICA INDONESIA INDONESIA INDONESIA CANADA SOUTH AFRICA INDONESIA SOUTH AFRICA CANADA INDONESIA SOUTH AFRICA SOUTH AFRICA COLOMBIA SOUTH AFRICA INDONESIA SOUTH AFRICA SOUTH AFRICA INDONESIA UNITED STATES INDONESIA SOUTH AFRICA INDONESIA INDONESIA INDONESIA INDONESIA 14-Sep-12 SOUTH AFRICA Importers Item Description STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL BLACKSVILLE STEAM COAL STEAM COAL STEAM COAL STEAM COAL BLACKSVILLE STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL Unit Price (in Rs/Ton) 5,188 3,318 4,272 5,020 5,620 4,485 5,537 5,772 5,962 5,188 4,382 5,020 7,538 5,528 5,572 2,533 5,306 5,589 4,646 5,582 5,815 5,306 5,582 5,859 5,582 5,020 5,582 6,127 6,363 3,030 5,589 4,646 5,777 2,677 4,983 4,983 3,024 5,188 6,143 6,379 6,379 15-Sep-12 17-Sep-12 25-Sep-12 28-Sep-12 MUNDRA Total Grand Total INDONESIA UNITED STATES SOUTH AFRICA SOUTH AFRICA INDONESIA STEAM COAL STEAM COAL STEAM COAL STEAM COAL STEAM COAL 2,611 7,444 5,671 5,506 5,364 4,646 Quantity (in Tons) 5,000 164,000 129,321 5,000 24,459 165,101 20,000 60,000 54,985 2,500 131,020 5,000 90,007 20,000 20,000 113,500 42,519 40,000 5,000 20,000 10,000 82,481 20,000 163,580 28,263 5,000 20,000 97,991 67,000 5,000 40,000 5,000 11,000 5,000 75,496 74,949 164,113 5,000 71,994 72,000 139,800 77,512 20,000 8,926 5,000 5,500 2,816,269 11,039,534 21,000
25-Aug-12 MUNDRA 27-Aug-12 28-Aug-12 29-Aug-12 3-Sep-12 4-Sep-12 6-Sep-12 7-Sep-12 10-Sep-12 13-Sep-12
October 31, 2012
104
STEAM COAL IMPORTS
Major ports through which Steam Coal arrived in India July12-September12

Port MUNDRA PARADIP ENNORE GANGAVARAM MUMBAI NEW MANGALORE KANDLA VIZAG MORMUGAO KOLKATA COCHIN Grand Total Qty (in Tons) 2,816,269 1,681,599 1,241,192 1,097,033 1,025,137 972,400 897,105 760,078 306,863 238,859 3,000 11,039,534
Major Steam Coal supplier countries to India (through mentioned ports) July12-September12
Country of Origin INDONESIA SOUTH AFRICA COLOMBIA UNITED STATES OTHERS Grand Total Qty (in Tons) 8,652,337 1,915,643 163,580 124,459 183,515 11,039,534
Major ports through which Steam Coal arrived in India July12-September12

6.9% 2.8% 2.2% 0.0% 25.5%
8.1% 8.8%
9.3% 9.9% MUNDRA GANGAVARAM KANDLA KOLKATA PARADIP MUMBAI VIZAG COCHIN 11.2%
15.2%
ENNORE NEW MANGALORE MORMUGAO
Major Steam Coal supplier countries to India (through mentioned ports) July12-September12
1.1% 1.5% 17.4% 1.7%
78.4% INDONESIA UNITED STATES SOUTH AFRICA OTHERS COLOMBIA
Note: Figures are based on consignment lifted from these ports for which price details/break-up is available with ICMW team
October 31, 2012
105
STEAM COAL IMPORTS
COKING COAL IMPORTS INTO INDIA THROUGH THE MENTIONED PORTS Jul12-Sept12
Ports Date 4-Jul-12 Country of Origin AUSTRALIA Importers Item Description BLACK WATER WEAK COKING COAL LAKE VERMONT STANDARD COKING COAL BLACK WATER WEAK COKING COAL 5-Jul-12 AUSTRALIA GOONYELLA COKING COAL LOW ASH SEMI SOFT COKING COAL BLACK WATER WEAK COKING COAL GOONYELLA MIDDLE SEAM COKING COAL 6-Jul-12 AUSTRALIA ILLAWARRA A HARD COKING COAL OAKY CREEK COKING COAL GOONYELLA MIDDLE SEAM COKING COAL ILLAWARRA A HARD COKING COAL HARD COKING COAL GOONYELLA MIDDLE SEAM COKING COAL ILLAWARA COKING COAL TECK PREMIUM HARD COKING COAL HARD COKING COAL L & K MID VOLATILE HARD COKING COAL ARCH MOUNTAIN LAUREL COKING COAL OAKY CREEK COKING COAL ILLAWARRA A HARD COKING COAL OAKY CREEK HARD COKING COAL ILLAWARRA A HARD COKING COAL L & K MID VOLATILE HARD COKING COAL ILLAWARA COKING COAL LOW ASH SEMI SOFT COKING COAL ILLAWARRA A HARD COKING COAL AUSTRALIA 27-Jul-12 CANADA NEW ZEALAND AUSTRALIA 28-Jul-12 1-Aug-12 2-Aug-12 3-Aug-12 UNITED STATES CANADA AUSTRALIA NEW ZEALAND LOW ASH HARD COKING COAL OAKY CREEK COKING COAL TECK PREMIUM HARD COKING COAL HARD COKING COAL ILLAWARRA A HARD COKING COAL CAMBRIA CREEK MEDIUM VOLATILE HARD COKING COAL TECK PREMIUM HARD COKING COAL LOW ASH HARD COKING COAL RED HILL BRAND COKING COAL HARD COKING COAL ILLAWARRA A HARD COKING COAL 7-Aug-12 AUSTRALIA MORANBAH NORTH HARD COKING COAL MOURA SOFT COKING COAL CANADA TECK PREMIUM HARD COKING COAL Unit Price (in Rs/Ton) 9,815 12,409 10,581 14,582 10,616 11,159 10,012 13,204 13,458 14,302 14,508 13,204 13,458 12,649 12,237 13,793 12,880 12,649 11,902 10,842 14,142 12,481 13,756 12,389 11,902 13,438 10,991 12,524 11,953 14,296 13,302 12,468 12,391 12,019 13,302 13,584 13,265 12,468 12,391 12,270 9,895 13,386 Quantity (in Tons) 2,000 7,122 7,762 5,639 3,174 20,000 1,200 18,000 18,000 21,929 3,567 11,027 10,791 16,000 30,877 19,000 6,650 10,658 18,000 7,500 18,000 28,434 1,000 18,000 11,763 6,630 4,953 12,459 14,000 4,881 3,850 16,000 18,000 18,000
10-Jul-12
AUSTRALIA NEW ZEALAND AUSTRALIA CANADA
11-Jul-12
12-Jul-12 16-Jul-12 18-Jul-12 KOLKATA 19-Jul-12 20-Jul-12 21-Jul-12 25-Jul-12
NEW ZEALAND UNITED STATES AUSTRALIA
AUSTRALIA AUSTRALIA UNITED STATES AUSTRALIA
1,978 32,791 10,451 9,491 18,000 16,000 7,700
October 31, 2012
106
COKING COAL IMPORTS
3,850

Coking Coal Imports into India through the Mentioned Ports Jul12 -Sept12, Contd...
Ports
Date 7-Aug-12
Country of Origin UNITED STATES
Importers
Item Description CAMBRIA CREEK MEDIUM VOLATILE HARD COKING COAL RED HILL BRAND COKING COAL TAHMOOR HARD COKING COAL
Unit Price (in Rs/Ton) 12,019 12,446 12,369 12,371 13,815 13,816 12,108 12,339 11,953 12,270 12,749 14,908 9,895 12,446 12,108 9,529 9,983 12,339 12,527 10,819 11,825 12,349 10,131 13,324 14,908 11,825 10,131 10,001 13,178 13,348 10,433 13,140 12,908 13,950 11,644 13,140 13,950 12,908 12,830 10,433 12,984 13,857
Quantity (in Tons) 11,057 18,000 7,800 2,200 6,798 3,200 18,000 18,000 6,207 12,971 19,000 18,000 10,540 10,460 10,912 10,905 4,945 12,123 29,990 17,497 18,000 27,235 5,976 18,000 14,637 12,360 16,000 4,945 24,605 8,474 16,000 18,000 15,000 18,000
8-Aug-12
AUSTRALIA
WOLLOMBI HARD COKING COAL UNITED STATES L & K MID VOLATILE HARD COKING COAL ILLAWARRA A HARD COKING COAL 9-Aug-12 AUSTRALIA LOW ASH HARD COKING COAL MORANBAH NORTH HARD COKING COAL NEW ZEALAND LOW ASH SEMI SOFT COKING COAL MALVERN COKING COAL 14-Aug-12 AUSTRALIA MOURA SOFT COKING COAL RED HILL BRAND COKING COAL UNITED STATES L & K MID VOLATILE HARD COKING COAL BLACK WATER WEAK COKING COAL CURRAGH SEMI HARD COKING COAL 16-Aug-12 AUSTRALIA ILLAWARRA A HARD COKING COAL ISAAC COKING COAL LOW ASH SEMI SOFT COKING COAL KOLKATA 18-Aug-12 UNITED STATES AUSTRALIA L & K MID VOLATILE HARD COKING COAL ILLAWARRA A HARD COKING COAL BLACK WATER SOFT COKING COAL 22-Aug-12 AUSTRALIA ISAAC COKING COAL MALVERN COKING COAL UNITED STATES 23-Aug-12 AUSTRALIA L & K MID VOLATILE HARD COKING COAL BLACK WATER SOFT COKING COAL CURRAGH SEMI HARD COKING COAL 24-Aug-12 AUSTRALIA DAWSON VALLEY BLEND COKING COAL ISAAC COKING COAL BLACK WATER SOFT COKING COAL AUSTRALIA DAWSON VALLEY BLEND COKING COAL EAGLE FIELD HARD COKING COAL MALVERN COKING COAL UNITED STATES 30-Aug-12 AUSTRALIA AUSTRALIA NEW ZEALAND GREEN VALLEY HARD COKING COAL DAWSON VALLEY BLEND COKING COAL MALVERN COKING COAL EAGLE FIELD HARD COKING COAL LOW ASH SEMI SOFT COKING COAL BLACK WATER SOFT COKING COAL 4-Sep-12 AUSTRALIA GOONYELLA MIDDLE SEAM COKING COAL
29-Aug-12
14,215 11,519 6,999 7,172 5,559 18,000 32,754
1-Sep-12
October 31, 2012
107
COKING COAL IMPORTS
31,155

Ports
Date 4-Sep-12
Country of Origin NEW ZEALAND
Importers
Item Description HARD COKING COAL
Unit Price (in Rs/Ton) 13,368 12,756
Quantity (in Tons) 16,000 20,000 64 9,729 4,321 7,403 1,000 11,000 1,000 31,691 29,230 16,000 2,000 2,000 10,445 5,971 28,996 20,000 2,000 9,926 9,667 30,219 20,000 3,850 1,400,849
6-Sep-12
AUSTRALIA
GOONYELLA MIDDLE SEAM COKING COAL
12,973 13,151
LOW ASH SEMI SOFT COKING COAL AUSTRALIA CANADA 10-Sep-12 13-Sep-12 AUSTRALIA AUSTRALIA GOONYELLA MIDDLE SEAM COKING COAL OAKY CREEK HARD COKING COAL PREMIUM HARD COKING COAL OAKY CREEK HARD COKING COAL GOONYELLA B COKING COAL RED HILL BRAND COKING COAL MOURA SOFT COKING COAL OAKY CREEK HARD COKING COAL TECK PREMIUM HARD COKING COAL HARD COKING COAL MOURA SOFT COKING COAL ILLAWARRA A HARD COKING COAL GOONYELLA B COKING COAL OAKY CREEK HARD COKING COAL TECK PREMIUM HARD COKING COAL GOONYELLA B COKING COAL L & K MID VOLATILE HARD COKING COAL ISAAC COKING COAL TECK PREMIUM HARD COKING COAL
10,839 12,756 14,019 12,587 14,366 13,022 13,419 9,940 14,082 12,544 13,428 9,940 13,079 13,055 14,368 12,544 12,718 11,394 13,216 13,122
7-Sep-12
KOLKATA 14-Sep-12
AUSTRALIA CANADA NEW ZEALAND 15-Sep-12 21-Sep-12 24-Sep-12 26-Sep-12 AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA CANADA AUSTRALIA UNITED STATES AUSTRALIA CANADA
27-Sep-12
28-Sep-12 KOLKATA Total 2-Jul-12 9-Jul-12 10-Jul-12 11-Jul-12
AUSTRALIA AUSTRALIA AUSTRALIA NEW ZEALAND AUSTRALIA UNITED STATES AUSTRALIA UNITED STATES
BENGAL ENERGY LIMITED SAIL NINL SAIL BENGAL ENERGY LIMITED SAIL SAIL ENNORE COKE LTD SAIL NINL STEMCOR INDIA PVT LTD JSPL JSW STEEL LTD SAIL SAIL
COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL
11,098 10,342 12,301 13,914 12,373 12,530 12,375 11,808 12,182 9,863 12,408 13,545 12,144 12,297 12,445 9,926
23,000 1,813 2,802 50,885 25,500 40,999 36,000 23,000 19,998 20,500 62,052 19,800 60,662 35,094 8,598 2,316
23-Jul-12 PARADIP 24-Jul-12
27-Jul-12 28-Jul-12 1-Aug-12 2-Aug-12
CANADA AUSTRALIA MOZAMBIQUE AUSTRALIA AUSTRALIA
October 31, 2012
108
COKING COAL IMPORTS

Ports
Date 2-Aug-12 3-Aug-12 6-Aug-12 9-Aug-12 10-Aug-12 14-Aug-12
Country of Origin AUSTRALIA AUSTRALIA UNITED STATES AUSTRALIA AUSTRALIA AUSTRALIA SAIL NINL
Importers COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL
Item Description
Unit Price (in Rs/Ton) 13,164 8,324 10,517 14,884 12,982 13,951 10,431 11,434 13,421 13,164 9,886 12,193 11,876 9,345 10,433 9,886 9,740 11,543 13,367 13,153 12,488 11,706
Quantity (in Tons) 39,500 63,006 30,500 12,873 20,000 62,469 21,500 19,503 42,357 8,217 22,500 61,519 27,997 31,587 48,102 8,041 14,713 8,952 8,300 62,827 19,865 24,000 1,091,346
TATA STEEL LTD SAIL SAIL NINL SAIL JSPL SAIL
16-Aug-12
AUSTRALIA
21-Aug-12 PARADIP 29-Aug-12 31-Aug-12
AUSTRALIA AUSTRALIA UNITED STATES
SAIL JSPL NINL BENGAL ENERGY LIMITED SAIL ELECTROSTEEL CASTINGS LIMITED SAIL
1-Sep-12
AUSTRALIA
6-Sep-12
AUSTRALIA
AUSTRALIA 13-Sep-12 MOZAMBIQUE UNITED STATES PARADIP Total
NINL STEMCOR INDIA PVT LTD SAIL
2-Jul-12
AUSTRALIA
BLACK WATER WEAK COKING COAL ISAAC COKING COAL
9,340 9,511 18,207 13,090 9,512 13,090 12,718 12,923
14,381 12,104 15 3,659 26,484 20,000 140 6,547 38,914 41,727 15,819
3-Jul-12 4-Jul-12
AUSTRALIA AUSTRALIA
OAKY NORTH HARD COKING COAL BLACK WATER WEAK COKING COAL OAKY NORTH HARD COKING COAL DAWSON VALLEY BLEND COKING COAL
AUSTRALIA VIZAG 6-Jul-12 NEW ZEALAND UNITED STATES 7-Jul-12 9-Jul-12 11-Jul-12 12-Jul-12 NEW ZEALAND AUSTRALIA AUSTRALIA UNITED STATES
ILLAWARRA A HARD COKING COAL
13,395 13,546
HARD COKING COAL GREEN VALLEY HARD COKING COAL SEMI SOFT COKING COAL GOONYELLA MIDDLE SEAM COKING COAL GOONYELLA B COKING COAL L & K MID VOLATILE HARD COKING COAL
13,005 13,267 11,740 9,286 9,840 13,325 13,616 11,317 19,972
2,216 47,050 3,841 3,677 52,711 26,209 17,791
October 31, 2012
109
COKING COAL IMPORTS
8,119

Ports
Date 16-Jul-12
Country of Origin AUSTRALIA
Importers
Item Description LAKE VERMONT HARD COKING COAL
Unit Price (in Rs/Ton) 12,526 12,547
Quantity (in Tons) 73,198 5,062 4,268 39,236 45,000 4,349 224 32,503 2 32,670 21,209 17,791 4,192 37,704 4,953 37,753 45,701 23,202 21,246 470 6,509 38,654 43,600 6,522 38,760 73,302 45,282 45,223 5,169 2,370 28,299 2,587 11,000 4,710 6,647
18-Jul-12
AUSTRALIA
ILLAWARRA A HARD COKING COAL
12,628 13,006
RED HILL BRAND COKING COAL 19-Jul-12 AUSTRALIA NEW ZEALAND AUSTRALIA AUSTRALIA UNITED STATES ILLAWARRA A HARD COKING COAL HARD COKING COAL POITREL COKING COAL GOONYELLA COKING COAL L & K MID VOLATILE HARD COKING COAL ILLAWARRA A HARD COKING COAL MORANBAH NORTH HARD COKING COAL L & K MID VOLATILE HARD COKING COAL MALVERN COKING COAL ISAAC COKING COAL BLACK WATER SOFT COKING COAL 6-Aug-12 AUSTRALIA POITREL COKING COAL RED HILL BRAND COKING COAL 7-Aug-12 9-Aug-12 AUSTRALIA AUSTRALIA ILLAWARRA A HARD COKING COAL ISAAC COKING COAL ILLAWARRA A HARD COKING COAL TAHMOOR COKING COAL AUSTRALIA UNITED STATES 16-Aug-12 21-Aug-12 22-Aug-12 AUSTRALIA AUSTRALIA AUSTRALIA DAWSON VALLEY BLEND COKING COAL GOONYELLA MIDDLE SEAM COKING COAL L & K MID VOLATILE HARD COKING COAL MALVERN COKING COAL BLACK WATER WEAK COKING COAL ILLAWARRA A HARD COKING COAL POITREL COKING COAL BLACK WATER SOFT COKING COAL GOONYELLA B COKING COAL
13,122 13,198 12,682 11,532 13,910 13,361 11,262 19,874 12,723 12,289 12,032 15,080 12,530 10,479 11,500 13,265 12,534 13,206 13,446 12,414 13,080 11,288 13,325 14,239 12,108 15,175 9,095 12,534 11,378 10,498 12,982 13,514 12,924 13,472 12,601 12,389 11,398 13,491 12,366
23-Jul-12 24-Jul-12 25-Jul-12
27-Jul-12
AUSTRALIA UNITED STATES
2-Aug-12 3-Aug-12
AUSTRALIA AUSTRALIA
VIZAG
10-Aug-12
AUSTRALIA
14-Aug-12
27-Aug-12
AUSTRALIA
GOONYELLA MIDDLE SEAM COKING COAL ILLAWARRA A HARD COKING COAL MORANBAH NORTH HARD COKING COAL POITREL COKING COAL
6,522 38,761 5,408 3,553 650 23,782 11,339
NEW ZEALAND 30-Aug-12 AUSTRALIA
HARD COKING COAL DAWSON VALLEY BLEND COKING COAL
October 31, 2012
110
COKING COAL IMPORTS
39,174

Ports
Date 30-Aug-12 1-Sep-12
Country of Origin AUSTRALIA AUSTRALIA AUSTRALIA CANADA AUSTRALIA AUSTRALIA NEW ZEALAND
Importers
Item Description DAWSON VALLEY BLEND COKING COAL ISAAC COKING COAL GOONYELLA B MIDDLE SEAM COKING COAL TECK POLAR RIDGE COKING COAL GOONYELLA MIDDLE SEAM COKING COAL ILLAWARRA A HARD COKING COAL HARD COKING COAL GOONYELLA B COKING COAL L & K MID VOLATILE HARD COKING COAL GOONYELLA B COKING COAL
Unit Price (in Rs/Ton) 13,349 12,632 13,470 13,014 12,150 12,958 12,984 13,535 13,491 12,964 13,496 11,696 12,977 13,566 11,204 13,522 13,088 13,625 13,079 13,055 11,564 13,216 11,394 10,003 9,914
Quantity (in Tons) 526 2,745 6,378 961 7,000 5,266 5,371 37,630 758 5,261 38,740 45,000 43,868 40,000 32,868 44,000 3,543 36,301 3,265 3,815 20,602 5,795 3,425 21,091 32,459 1,726,625
4-Sep-12 5-Sep-12
7-Sep-12
8-Sep-12 17-Sep-12 VIZAG 18-Sep-12
AUSTRALIA UNITED STATES
AUSTRALIA
ISAAC COKING COAL POITREL COKING COAL
20-Sep-12 25-Sep-12 26-Sep-12 27-Sep-12
AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA UNITED STATES
RED HILL BRAND COKING COAL GOONYELLA B COKING COAL ILLAWARRA A HARD COKING COAL GOONYELLA B COKING COAL GOONYELLA B COKING COAL ISAAC COKING COAL L & K MID VOLATILE HARD COKING COAL GREGORY COKING COAL POITREL COKING COAL
28-Sep-12
29-Sep-12 VIZAG Total 4-Jul-12 5-Jul-12 10-Jul-12 17-Jul-12 18-Jul-12 GANGAVARAM
AUSTRALIA
AUSTRALIA AUSTRALIA AUSTRALIA UNITED STATES AUSTRALIA
MORANBAH NORTH HARD COKING COAL GOONYELLA MIDDLE SEAM COKING COAL BLACK WATER SOFT COKING COAL L & K MID VOLATILE HARD COKING COAL RED HILL BRAND HARD COKING COAL GREGORY COKING COAL
12,536 14,065 13,238 10,330 11,413 12,823 12,304 10,227 11,119 12,311 12,959 12,019 19,038 19,038 12,019 12,506
67,070 8,191 2 51,954 60,534 13,089 78,749 31,775 31,775 37,712 37,712 45,000 10,000 2,522 4,558 6,523
26-Jul-12
PEAK DOWNS COKING COAL CAMBRIA CREEK MEDIUM VOLATILE HARD COKING COAL L & K MID VOLATILE HARD COKING COAL
UNITED STATES 28-Jul-12 31-Jul-12 2-Aug-12 UNITED STATES UNITED STATES AUSTRALIA
L & K MID VOLATILE HARD COKING COAL L & K MID VOLATILE HARD COKING COAL PEAK DOWNS COKING COAL
October 31, 2012
111
COKING COAL IMPORTS
AUSTRALIA

Ports
Date 2-Aug-12
Country of Origin AUSTRALIA
Importers
Item Description PEAK DOWNS COKING COAL GOONYELLA MIDDLE SEAM COKING COAL MALVERN COKING COAL GOONYELLA MIDDLE SEAM COKING COAL MALVERN COKING COAL GREEN VALLEY HARD COKING COAL
Unit Price (in Rs/Ton) 13,161 13,400 13,301 14,186 13,301 14,186 11,190 19,747 10,602
Quantity (in Tons) 6,523 58,115 9,870 45,163 5,326 3,176 25,838 14,162 5,726 12,402 5,726 1,966 48,999 502 502 74,867 62,547 11,000 74,202 6,304 16,676 4,562 28,324 1,009,640
14-Aug-12 17-Aug-12
AUSTRALIA AUSTRALIA AUSTRALIA
21-Aug-12
UNITED STATES
25-Aug-12
AUSTRALIA
GREGORY COKING COAL
11,262 11,526
UNITED STATES GANGAVARAM 27-Aug-12 AUSTRALIA
GREEN VALLEY HARD COKING COAL BLACK WATER SOFT COKING COAL
11,644 10,261 12,207
AUSTRALIA 18-Sep-12
GOONYELLA MIDDLE SEAM COKING COAL
12,862 13,130
PEAK DOWNS COKING COAL UNITED STATES 24-Sep-12 AUSTRALIA CAMBRIA CREEK MEDIUM VOLATILE HARD COKING COAL GREGORY COKING COAL CAMBRIA CREEK MEDIUM VOLATILE HARD COKING COAL 26-Sep-12 UNITED STATES GREEN VALLEY HARD COKING COAL
13,315 11,601 11,231 11,301 11,004 11,355 19,418
GANGAVARAM Total 3-Jul-12 9-Jul-12 31-Jul-12 CHENNAI 2-Aug-12 14-Aug-12 30-Aug-12 31-Aug-12 CHENNAI Total NEW MANGALORE 21-Aug-12 14-Sep-12 AUSTRALIA COLOMBIA JSW STEEL LTD HAIL CREEK 10% ASH HARD COKING COAL COKING COAL 12,628 11,350 UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM 145G COAL (ASH CONTENT MAXIMUM 5%) 145G COAL (ASH CONTENT MAXIMUM 5%) 145G COAL (ASH CONTENT MAXIMUM 5%) 145G COAL (ASH CONTENT MAXIMUM 5%) 145G COAL (ASH CONTENT MAXIMUM 5%) 145G COAL (ASH CONTENT MAXIMUM 5%) 145G COAL (ASH CONTENT MAXIMUM 5%) 27,763 26,951 27,201 27,201 27,497 27,513 27,513
35 70 53 35 53 18 35 298 45,365
NEW MANGALORE Total 2-Jul-12 4-Jul-12 MORMUGAO 10-Jul-12 21-Jul-12 23-Jul-12 27-Jul-12 AUSTRALIA CANADA AUSTRALIA AUSTRALIA AUSTRALIA SOUTH AFRICA DAWSON METALLURGICAL COKING COAL TECK STANDARD COKING COAL GOONYELLA COKING COAL KESTREL 6.5% COKING COAL BLACK WATER COKING COAL COREX COAL 10,954 13,037 13,462 11,656 10,574 6,072
71,033 77,816 70,203 81,756 38,612 78,298 74,928
October 31, 2012
112
COKING COAL IMPORTS
25,668

Ports
Date 2-Aug-12 3-Aug-12 8-Aug-12 14-Aug-12 17-Aug-12 20-Aug-12 24-Aug-12
Country of Origin AUSTRALIA AUSTRALIA UNITED STATES UNITED STATES AUSTRALIA MOZAMBIQUE SOUTH AFRICA AUSTRALIA CANADA SOUTH AFRICA INDONESIA AUSTRALIA AUSTRALIA UNITED STATES SOUTH AFRICA AUSTRALIA
Importers
Item Description GREGORY COKING COAL GOONYELLA HARD COKING COAL ALPHA MV COKING COAL ALPHA MV COKING COAL HAIL CREEK 10% ASH HARD COKING COAL MOATIZE TYPICAL HARD COKING COAL OPTIMUM COAL KESTREL 6.5% COKING COAL TECK STANDARD COKING COAL OPTIMUM COAL TUHUP HARD COKING COAL KESTREL 6.5% COKING COAL BLACK WATER COKING COAL ALPHA MV COKING COAL COREX COAL SEMI SOFT COKING COAL
Unit Price (in Rs/Ton) 11,774 13,696 13,910 11,987 12,504 14,308 12,605 6,408 11,004 11,708 13,114 6,337 12,519 12,610 11,184 12,824 6,519 9,296
Quantity (in Tons) 71,926 84,738 73,174 68,893 13,880 21,120 71,332 73,780 3,429 79,071 80,202 82,494 51,270 44,928 82,170 74,993 73,694 72,198 1,544,903
MORMUGAO
27-Aug-12 30-Aug-12 6-Sep-12 10-Sep-12 17-Sep-12 18-Sep-12 22-Sep-12 26-Sep-12 28-Sep-12
MORMUGAO Total 9-Jul-12 31-Jul-12 13-Aug-12 24-Aug-12 4-Sep-12 10-Sep-12 12-Sep-12 15-Sep-12 19-Sep-12 21-Sep-12 24-Sep-12 25-Sep-12 KANDLA Total 2-Jul-12 3-Jul-12 4-Jul-12 MUNDRA CANADA RUSSIA AUSTRALIA MOZAMBIQUE AUSTRALIA CANADA AUSTRALIA AUSTRALIA CANADA TECK PREMIUM II COKING COAL COKING COAL NRE A UNWASHED COKING COAL CHIPANGA HARD COKING COAL NRE A UNWASHED COKING COAL TECK PREMIUM II COKING COAL NRE A UNWASHED COKING COAL NRE A UNWASHED COKING COAL TECK PREMIUM II COKING COAL 12,426 11,204 8,303 12,549 8,303 12,107 8,089 8,089 12,107 AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA AUSTRALIA HARD COKING COAL TAHMOOR COKING COAL OAKY CREEK HARD COKING COAL TAHMOOR COKING COAL COKING COAL COKING COAL TAHMOOR COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL COKING COAL TAHMOOR COKING COAL 11,973 14,156 13,807 14,271 11,404 11,632 11,857 14,335 11,857 11,455 11,159 11,382 11,159 13,965
2,000 5,105 2,000 5,000 4,500 2,500 3,000 5,000 3,000 2,500 2,500 2,500 2,500 5,000 47,105 10,000
KANDLA
5,000 5,000 5,000 5,000 5,000 5,000 5,000
6-Jul-12 7-Jul-12 11-Jul-12
October 31, 2012
113
COKING COAL IMPORTS
4,000

Ports
Date 13-Jul-12 18-Jul-12
Country of Origin AUSTRALIA CANADA CANADA AUSTRALIA
Importers
Item Description NRE A UNWASHED COKING COAL TECK PREMIUM II COKING COAL TECK PREMIUM II COKING COAL NRE A UNWASHED COKING COAL TECK PREMIUM II COKING COAL COKING COAL NRE A UNWASHED COKING COAL LAKE VERMONT HARD COKING COAL NRE A UNWASHED COKING COAL CHIPANGA HARD COKING COAL CHIPANGA HARD COKING COAL LAKE VERMONT HARD COKING COAL NRE A UNWASHED COKING COAL COKING COAL LAKE VERMONT HARD COKING COAL CHIPANGA HARD COKING COAL CHIPANGA HARD COKING COAL NRE A UNWASHED COKING COAL TECK PREMIUM II COKING COAL CHIPANGA HARD COKING COAL NRE A UNWASHED COKING COAL NRE A UNWASHED COKING COAL TECK PREMIUM II COKING COAL TUHUP COKING COAL NRE A UNWASHED COKING COAL LAKE VERMONT HARD COKING COAL TECK PREMIUM II COKING COAL NRE A UNWASHED COKING COAL TUHUP COKING COAL NRE A UNWASHED COKING COAL TUHUP COKING COAL LILYVALE COKING COAL LILYVALE COKING COAL
Unit Price (in Rs/Ton) 8,089 12,107 12,107 8,089 12,239 10,916 8,177 12,110 8,177 12,360 12,360 12,224 8,887 11,105 12,187 12,438 12,460 8,469 8,594 12,338 12,462 8,594 8,594 12,338 11,818 8,594 12,209 12,338 8,594 11,870 8,633 11,870 8,292 6,487 10,414 10,645 11,564 8,292 7,768 11,947
Quantity (in Tons) 10,000 5,000 5,000 5,000 10,000 4,000 4,000 10,000 4,000 5,000 5,000 10,000 6,000 4,000 10,000 5,000 6,968 5,000 5,000 10,000 5,000 5,000 5,000 4,526 5,000 5,000 10,000 10,000 7,000 5,000 8,361 5,000 5,000 5,000
20-Jul-12
CANADA RUSSIA
24-Jul-12 25-Jul-12 30-Jul-12 1-Aug-12 8-Aug-12 9-Aug-12
AUSTRALIA AUSTRIA AUSTRALIA MOZAMBIQUE MOZAMBIQUE AUSTRALIA AUSTRALIA RUSSIA AUSTRALIA MOZAMBIQUE MOZAMBIQUE AUSTRALIA
14-Aug-12 18-Aug-12
25-Aug-12
CANADA MOZAMBIQUE
29-Aug-12 31-Aug-12 3-Sep-12 4-Sep-12 6-Sep-12 7-Sep-12 13-Sep-12 14-Sep-12 19-Sep-12 20-Sep-12
AUSTRALIA AUSTRALIA CANADA INDONESIA AUSTRALIA AUSTRALIA CANADA AUSTRALIA INDONESIA AUSTRALIA INDONESIA AUSTRALIA
24-Sep-12
WOODLANDS COKING COAL INDONESIA TUHUP COKING COAL LILYVALE COKING COAL NRE A UNWASHED COKING COAL LAKE VERMONT HARD COKING COAL
5,000 5,000 5,000 5,000 10,000 297,855 7,189,654
25-Sep-12 26-Sep-12 MUNDRA Total Grand Total
AUSTRALIA AUSTRALIA
October 31, 2012
114
COKING COAL IMPORTS
AUSTRALIA
NEWTON COKING COAL
5,000
Major ports through which Coking Coal arrived in India July12 - September12
Port VIZAG MORMUGAO KOLKATA PARADIP GANGAVARAM MUNDRA NEW MANGALORE KANDLA CHENNAI Grand Total Qty (in Tons) 1,726,625 1,544,903 1,400,849 1,091,346 1,009,640 297,855 71,033 47,105 298 7,189,654
Major Coking Coal supplier countries to India (through mentioned ports) July12 - September12
Country of Origin AUSTRALIA UNITED STATES SOUTH AFRICA CANADA OTHERS Grand Total Qty (in Tons) 5,151,143 934,745 304,896 290,557 508,313 7,189,654
Major ports through which Coking Coal arrived in India July12 - September12
4% 14% 1% 1% 0% 25%
15% 19% VIZAG KOLKATA GANGAVARAM NEW MANGALORE CHENNAI MORMUGAO PARADIP MUNDRA KANDLA
21%
Major Coking Coal supplier countries to India (through mentioned ports) - July12 - September12
4% 13% 4% 7%
72% AUSTRALIA CANADA UNITED STATES OTHERS SOUTH AFRICA
Note: Figures are based on consignment lifted from these ports for which price details/break-up is available with ICMW team
October 31, 2012
115
COKING COAL IMPORTS
ANTHRACITE COAL IMPORTS INTO INDIA THROUGH THE MENTIONED PORTS July 12 - september 12
Ports Date 24-Jul-12 26-Jul-12 28-Jul-12 1-Aug-12 2-Aug-12 Country of Origin UKRAINE UKRAINE CHINA UKRAINE UKRAINE UKRAINE VIETNAM 14-Aug-12 29-Aug-12 5-Sep-12 6-Sep-12 8-Sep-12 13-Sep-12 15-Sep-12 KOLKATA Total 1-Jul-12 PARADIP PARADIP Total 6-Jul-12 13-Jul-12 VIZAG 7-Aug-12 22-Aug-12 26-Sep-12 VIZAG Total 6-Jul-12 GANGAVARAM 8-Aug-12 21-Aug-12 14-Sep-12 GANGAVARAM Total 26-Jul-12 ENNORE ENNORE Total 30-Jul-12 CHENNAI 31-Aug-12 7-Sep-12 CHENNAI Total MUNDRA MUNDRA Total Grand Total 4-Sep-12 12-Sep-12 UKRAINE UKRAINE ANTHRACITE COAL ANTHRACITE COAL 12,452 12,452 VIETNAM SPAIN VIETNAM VIETNAM ANTHRACITE FILTER MEDIA (SIZE 1.0 - 2.0 MM) ANTHRACITE COAL (SIZE 0.8 - 1.6 MM) ANTHRACITE FILTER MEDIA (SIZE 1.0 - 2.0 MM) ANTHRACITE FILTER MEDIA (SIZE 2.0 - 4.0 MM) 29,149 39,886 29,149 29,385 1-Aug-12 UKRAINE RUSSIA JSW STEEL LTD JSW STEEL LTD ANTHRACITE COAL ANTHRACITE COAL 9,280 9,308 10,768 UKRAINE UKRAINE UKRAINE UKRAINE ANTHRACITE COAL (SIZE 13 - 25 MM) ANTHRACITE COAL (SIZE 0 - 13 MM) ANTHRACITE COAL (SIZE 0 - 13 MM) ANTHRACITE COAL (SIZE 0 - 13 MM) 11,885 9,352 9,356 9,540 CHINA RUSSIA CHINA SOUTH AFRICA RUSSIA ANTHRACITE COAL (CALCINED) ANTHRACITE COAL ANTHRACITE COAL (CALCINED, FC 93% MIN, SIZE 1 - 5 MM) ANTHRACITE COAL ANTHRACITE COAL 21,912 15,498 21,717 8,715 11,877 12-Jul-12 12-Aug-12 VIETNAM VIETNAM VIETNAM BALASORE ALLOYS LTD TATA STEEL LTD IFFCO ANTHRACITE GRADE 2B ANTHRACITE COAL ANTHRACITE COAL 16,254 14,912 16,397 CHINA UKRAINE CHINA VIETNAM UKRAINE CHINA UKRAINE UKRAINE Importer ANTHRACITE COAL ANTHRACITE COAL ANTHRACITE COAL (ELECTRICALLY CALCINED) ANTHRACITE COAL ANTHRACITE COAL ANTHRACITE COAL ANTHRACITE FILTER MEDIA (SIZE 5.0 - 10.0 MM) ANTHRACITE COAL (ELECTRICALLY CALCINED) ANTHRACITE COAL ANTHRACITE COAL (ELECTRICALLY CALCINED) ANTHRACITE FILTER MEDIA (SIZE 1.0 - 2.0 MM) ANTHRACITE COAL ANTHRACITE COAL (ELECTRICALLY CALCINED) ANTHRACITE COAL ANTHRACITE COAL Item Description Unit Price (in Rs/Ton) 12,642 12,897 26,570 12,108 10,245 10,254 12,692 13,171 29,149 25,390 13,174 25,436 29,385 12,263 27,690 12,317 12,317 Qunatity (in Tons) 271 26 94 276 5,221 18,000 550 1,438 20 288 762 312 20 415 504 496 623 29,316 6,143 5,500 6,599 18,242 96 10,500 96 21,997 23,426 56,115 500 8,757 2,069 1,000 12,326 54,701 7,000 34,236 95,937 20 66 20 20 126 1,107 971 2,078 214,140
13-Aug-12 KOLKATA
October 31, 2012
116
ANTHRACITE & OTHER COAL IMPORTS
COAL & COKE IMPORT DATA THROUGH MAJOR INDIAN PORTS

Ports Kolkata Haldia Paradip Ennore Chennai Tuticorin Mangalore Goa Mumbai Vizag Navlakhi Porbandar Bhavnagar Pipavav Cochin Mundra Bedi Kandla Magdalla Dahej Krishnapatnam Karaikal Gangavaram Okha Kakinada Jaigarh Total Coking Coal Oct'11 341,378 667,618 0 0 0 0 621,000 0 419,552 0 0 N/A N/A 0 146,000 0 49,763 0 0 0 0 276,417 0 16,204 Nov'11 196,534 302,996 0 0 0 0 388,000 0 552,000 0 0 N/A N/A 0 211,217 0 0 0 0 0 0 90,070 0 0 Dec'11 525,523 392,162 0 0 0 0 481,184 0 727,919 0 0 N/A N/A 0 98,913 0 0 0 0 0 0 146,562 0 0 0 Jan'12 355,000 616,295 0 0 0 0 589,336 0 312,108 0 0 N/A N/A 0 76,998 0 0 0 0 0 0 336,001 0 0 0 Feb'12 264,468 306,353 0 0 0 0 631,000 0 371,407 0 0 N/A N/A 0 104,978 0 0 0 0 0 0 221,253 0 0 0 N/A N/A 0 156,607 0 51,255 0 0 0 0 360,130 0 0 0 Mar'12 152,567 262,878 0 0 0 0 638,000 0 433,000 0 April'12 322,000 229,477 0 0 0 0 601,000 0 383,829 0 0 N/A N/A 0 110,030 0 39,843 0 0 0 0 152,604 107,610 0 0 May'12 313,000 473,307 0 0 0 0 578,000 0 387,998 0 0 N/A N/A 0 0 0 86,252 0 0 0 0 341,073 0 0 0 June'12 444,974 333,373 66,650 0 0 139,415 364,374 0 493,278 0 0 N/A N/A 0 180,569 0 21,200 0 0 50,000 0 605,928 0 0 0 July'12 414,866 422,105 0 158 N/A 0 421,613 0 663,765 N/A N/A N/A N/A 0 111,000 N/A 7,105 N/A N/A N/A N/A 480,640 0 N/A N/A Aug'12 622,987 442,855 0 140 N/A 45,365 641,544 0 616,720 N/A N/A N/A N/A 0 86,494 N/A 7,000 N/A N/A N/A N/A 249,513 0 N/A N/A
(in tons)
Sept'12 362,996 226,387 0 0 N/A 25,668 481,747 0 446,140 N/A N/A N/A N/A 0 100,361 N/A 33,000 N/A N/A N/A 28,000 279,487 96,720 N/A 85,000
2,537,932 1,740,817 2,372,263 2,285,738 1,899,459 2,054,437 1,946,393 2,179,630 2,699,761 2,521,251 2,712,617 2,165,506 Steam Coal Oct'11 Nov'11 Dec'11 Jan'12 Feb'12 Mar'12 April'12 May'12 June'12 July'12 Aug'12 Sept'12 175,234 463,649 234,274 150,000 256,915 200,417 146,000 277,000 158,808 137,632 34,329 66,898 484,933 270,850 420,459 499,731 703,076 466,599 509,010 580,060 612,163 373,745 595,728 712,126 319,636 177,994 365,533 673,088 571,241 896,759 446,410 410,907 473,283 296,688 696,678 247,826 0 0 0 0 0 0 0 0 0 0 0 0 110,918 257,303 641,215 54,321 473,991 464,189 389,557 55,085 333,257 250,111 138,418 138,418 86,907 246,950 550,072 446,794 318,721 612,464 459,144 560,000 366,993 342,317 331,950 298,133 0 0 0 63,609 32,000 121,000 92,000 193,000 52,250 60,947 131,777 114,139 364,000 439,625 399,818 314,898 336,112 498,565 449,132 473,000 560,549 426,573 303,816 294,748 266,591 365,000 156,648 204,116 262,657 246,000 455,504 324,890 71,006 195,225 299,132 265,721 379,000 394,000 419,000 415,000 416,000 419,000 209,452 0 157,720 277,450 310,581 331,809 51,973 55,000 54,873 29,387 16,000 50,615 55,000 16,000 48,753 25,000 20,000 54,999 44,166 44,166 44,166 44,166 44,166 44,166 N/A N/A N/A N/A N/A N/A 161,500 161,500 161,500 161,500 161,500 161,500 N/A N/A N/A N/A N/A N/A 0 0 0 0 0 0 0 0 0 3,000 0 0 1,289,521 1,481,119 1,531,783 1,484,982 993,268 1,338,014 899,026 968,649 603,889 700,573 1,143,415 972,281 55,000 65,000 89,800 89,800 89,800 89,800 0 0 0 N/A 62,439 121,500 14,843 368,951 195,979 78,800 399,970 317,178 262,468 193,335 279,060 316,801 232,340 347,964 355,867 216,530 442,000 360,000 482,000 482,823 377,747 701,000 313,274 311,951 362,000 138,000 74,998 48,611 65,553 540,252 128,270 290,298 332,249 735,447 691,051 292,528 285,542 317,726 1,134,686 1,150,350 244,512 401,351 532,880 1,074,364 413,168 421,276 691,834 919,701 1,216,432 1,162,276 178,198 189,860 169,249 70,121 90,800 729,053 287,895 131,007 0 262,654 188,709 145,450 465,302 209,930 385,882 110,311 208,298 527,515 393,732 226,464 54,784 604,173 251,877 240,983 106,000 91,762 61,055 55,083 60,600 109,460 0 161,000 0 0 0 53,040 0 32,035 67,517 48,944 0 83,261 148,652 103,445 55,298 270,067 83,900 300,737 0 0 80,000 58,000 202,000 434,000 130,000 160,000 136,000 N/A 359,294 290,000 34,583 34,583 34,583 34,583 34,583 34,583 N/A N/A N/A N/A N/A N/A 44,500 44,500 44,500 44,500 44,500 44,500 N/A N/A N/A N/A N/A N/A 60,000 60,000 60,000 60,000 60,000 60,000 N/A N/A N/A N/A N/A N/A 48,000 0 0 55,000 0 0 N/A N/A N/A N/A N/A N/A 6,306,356 6,869,269 6,919,971 6,548,337 6,919,348 9,796,123 6,456,146 6,691,565 5,659,972 6,067,135 7,048,357 6,614,774
Ports Kolkata Haldia Paradip Ennore Chennai Tuticorin Mangalore Goa Mumbai Vizag Navlakhi Porbandar Bhavnagar Pipavav Cochin Mundra Bedi Kandla Magdalla Dahej Krishnapatnam Karaikal Gangavaram Okha Kakinada Jaigarh Jafrabad Jakhau Muldawrka Sikha Total
October 31, 2012
117
PORT DATA

Met Coke Oct'11 20,579 0 0 0 0 0 0 57,608 0 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 78,187 Nov'11 17,668 47,759 0 0 0 0 0 0 0 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 65,427 Dec'11 0 0 0 0 0 0 30,816 32,000 0 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 62,816 Jan'12 0 25,398 0 0 0 0 8,055 0 0 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 33,453 Feb'12 0 46,532 0 0 0 0 0 36,888 29,770 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 113,190 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 215,380 Mar'12 22,000 26,000 0 0 48,736 0 24,200 38,444 56,000 0 April'12 51,662 22,603 0 0 0 0 0 59,868 25,001 0 0 N/A N/A 0 49,371 0 0 0 0 0 0 0 0 0 0 208,505 May'12 54,786 30,256 0 0 0 0 0 0 19,531 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 104,573 June'12 99,931 56,952 0 0 0 0 32,970 0 8,881 0 0 N/A N/A 0 0 0 0 0 0 0 0 30,000 0 0 0 228,734 July'12 70,422 21,675 0 0 N/A 0 0 0 74,942 N/A N/A N/A N/A 0 0 N/A 0 N/A N/A N/A N/A 62,500 0 N/A N/A 229,539 Aug'12 80,203 121,899 0 0 N/A 0 30,570 0 43,491 N/A N/A N/A N/A 0 0 N/A 0 N/A N/A N/A N/A 30,580 0 N/A 30,000 336,743 Sept'12 87,979 62,305 0 0 N/A 0 0 0 6,791 N/A N/A N/A N/A 0 0 N/A 0 N/A N/A N/A N/A 61,105 N/A N/A N/A 218,180
Ports Kolkata Haldia Paradip Ennore Chennai Tuticorin Mangalore Goa Mumbai Vizag Navlakhi Porbandar Bhavnagar Pipavav Cochin Mundra Bedi Kandla Magdalla Dahej Krishnapatnam Karaikal Gangavaram Okha Kakinada Jaigarh Total
Anthracite Coal Oct'11 134,140 13,200 0 0 0 0 0 0 114,857 0 0 N/A N/A 0 0 0 0 0 0 4,500 0 0 0 0 266,697 Nov'11 73,417 5,916 0 0 0 0 0 0 0 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 79,333 Dec'11 19,005 39,911 0 0 0 0 0 0 27,354 0 0 N/A N/A 0 0 0 0 0 0 0 0 46,000 0 0 0 132,270 Jan'12 20,332 0 0 0 0 0 0 0 11,000 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 31,332 Feb'12 128,522 0 0 0 0 0 0 0 3,285 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 131,807 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 72,200 Mar'12 59,000 13,200 0 0 0 0 0 0 0 0 April'12 16,600 46,677 0 0 0 0 0 0 0 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 63,277 May'12 41,700 0 0 0 0 0 0 0 0 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 41,700 June'12 15,521 16,000 0 0 0 0 0 0 28,582 0 0 N/A N/A 0 0 0 0 0 0 9,445 0 1,374 0 0 0 70,922 July'12 391 11,643 54,701 20 N/A 0 0 0 10,596 N/A N/A N/A N/A 0 0 N/A 0 N/A N/A N/A N/A 500 0 N/A N/A 77,851 Aug'12 26,867 6,599 41,236 86 N/A 0 0 0 22,093 N/A N/A N/A N/A 0 0 N/A 0 N/A N/A N/A N/A 10,826 0 N/A N/A 107,707 Sept'12 2,058 0 0 20 N/A 0 0 0 23,426 N/A N/A N/A N/A 0 2,078 N/A 0 N/A N/A 68,751 N/A 1,000 N/A N/A N/A 97,333
October 31, 2012
118
PORT DATA

Fuel Grade Coke Oct'11 0 0 0 0 0 0 0 0 19,800 50,000 0 N/A N/A 0 0 0 0 0 0 40,488 0 0 0 0 Nov'11 14,125 0 0 0 0 0 0 0 70,463 50,000 0 N/A N/A 0 0 0 44,601 0 0 0 0 0 0 0 Dec'11 0 0 0 0 0 0 0 0 49,079 50,000 0 N/A N/A 0 0 0 54,870 0 0 41,310 0 0 0 0 0 110,288 179,189 195,259 Jan'12 0 0 0 0 0 55,354 0 0 57,776 50,000 0 N/A N/A 0 0 0 116,747 0 0 0 0 0 0 0 0 279,877 Feb'12 0 0 0 0 0 0 0 0 72,590 50,000 0 N/A N/A 0 0 0 0 0 0 0 121,866 0 0 0 0 244,456 N/A N/A 0 0 0 0 0 0 0 145,702 0 0 0 0 288,902 Mar'12 0 0 0 0 0 0 48,000 0 45,200 50,000 April'12 0 0 0 0 0 0 0 0 24,449 0 May'12 0 0 0 0 0 0 55,000 0 72,189 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 127,189 June'12 11,038 0 58,740 0 0 0 10,000 0 30,566 0 0 N/A N/A 0 11 0 0 0 0 0 0 0 0 0 0 110,355 July'12 23,041 16,498 41,005 0 N/A 0 0 0 0 N/A N/A N/A N/A 0 10 N/A 40,000 N/A N/A N/A N/A 0 0 N/A N/A 120,554 Aug'12 0 0 42,350 0 N/A 0 45,003 0 14,718 N/A N/A N/A N/A 0 0 N/A 9,708 N/A N/A 125,710 N/A 0 0 N/A N/A 237,489 Sept'12 9,158 8,500 91,605 0 N/A 0 52,389 0 0 N/A N/A N/A N/A 0 0 N/A 40,001 N/A N/A 48,756 32,907 0 N/A N/A N/A 283,316
0
N/A N/A 0 0 0 0 0 0 0 40,445 0 0 0 0 64,894
Published monthly by mjunction services limited Produced by: Rakesh Dubey Tel: +91 91633 48159 mjunction services limited Godrej Waterside, 3rd Flr, Tower -1 Plot - 5, Block - DP, Sector - V Salt Lake, Kolkata - 700091 West Bengal, India
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To receive a free sample of the report, email your details to: publication.tbss@mjunction.in This documents is for information purposes only*. The information contained in this report has been compiled from sources believed to be reliable. Whilst every effort has been made to ensure that the information is correct and that the views are sound, mjunction cannot be made liable for any loss incurred by users of this report.
Ports Kolkata Haldia Paradip Ennore Chennai Tuticorin Mangalore Goa Mumbai Vizag Navlakhi Porbandar Bhavnagar Pipavav Cochin Mundra Bedi Kandla
Calcined Pet Coke Oct'11 0 21,063 0 0 0 0 0 0 0 0 0 N/A N/A 0 0 0 0 Nov'11 0 0 0 0 0 0 0 0 0 0 0 N/A N/A 0 0 0 0 Dec'11 0 0 0 0 0 0 0 0 0 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 Jan'12 0 0 0 0 0 0 0 0 0 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 Feb'12 0 21,239 0 0 0 0 0 0 0 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 21,239 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 28,937 Mar'12 0 28,937 0 0 0 0 0 0 0 0 April'12 0 18,708 0 0 0 0 0 0 0 0 May'12 0 0 0 0 0 0 0 0 0 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 June'12 0 0 0 0 0 0 0 499 0 0 0 N/A N/A 0 0 0 0 0 0 0 0 0 0 25,000 0 25,499 July'12 176 0 0 19 N/A 0 0 0 79,682 N/A N/A N/A N/A 0 0 N/A 0 N/A N/A N/A N/A 0 0 N/A N/A 79,877 Aug'12 438 0 0 0 N/A 0 7,998 0 28,371 N/A N/A N/A N/A 0 15 N/A 0 N/A N/A N/A N/A 0 0 N/A N/A 36,822 Sept'12 0 0 0 201 N/A 0 0 0 43,969 N/A N/A N/A N/A 0 12 N/A 0 N/A N/A N/A N/A 0 N/A N/A N/A 44,182
Subscription
0
N/A N/A 0 0 0 0 0 0 0 0 0 0 35,000 0 53,708
October 31, 2012
119
PORT DATA
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Coal Production shortfall to be 200 mt by 2016-17 10

Indias Sept coal imports from SA up marginally 15-16

Indian steel makers disappointed with BHPs pricing 35

India Coal Market Watch

International coal prices turn weak in October on low Chinese demand

October 31, 2012

India Coal Market Watch Contd. from previous Pg

Days of record commodity prices unlikely to return: BHP

October 31, 2012

India Coal Market Watch

Confusion of Chinas coal import from South Africa

Indias H1 coal production up 8.14%

2012-13 41.34 44.03 41.28 39.53 35.93 35.84 237.66

2011-12 39.84 40.76 38.50 38.71 32.37 29.53 219.77

India Coal Market Watch

CILs September production up marginally m-o-m

2012-13 33.8 35.57 33.08 31.82 28.58 28.71 191.57

2011-12 32.65 33.02 30.64 31.17 25.01 24.12 176.61

(See details on Pg. 83)

CILs washed coal output up m-o-m in September

October 31, 2012

India Coal Market Watch

Indias July-September steam coal import price trend

STEAM COAL IMPORTS THROUGH VARIOUS PORTS DURING JULY12 - SEPTEMBER12

Steam Coal Imports from Indonesia during July 12 - September 12

Quantity (in tons)

4000000 3500000 3000000 2500000 2000000 1500000 1000000 500000

7000 6000 5000 4000 3000 2000 1000 0

Period quantity in tons open high low close

Steam Coal Imports from Indonesia during July 12 - September 12

Price (in Rs./ton)

Period W. Avg Price

October 31, 2012

Price (in Rs./ton)

India Coal Market Watch

Steam coal price movements

STEAM COAL PRICE TRENDS_FOB

85.00 80.00 75.00 70.00 65.00 60.00 55.00 50.00

17.00 16.00 15.00 14.00

13.00 12.00 11.00 10.00 9.00 8.00

Kalimantan to India (West Coast) Kalimantan to India (East Coast)

October 31, 2012

FOB PRICES ($/ton)

India Coal Market Watch

CIL targets 8% production growth in 12th Plan

SCCLs H1 coal production up 6.86%

2012-13 3.17 4.27 4.23 3.74 3.88 3.85 23.13

2011-12 3.51 3.98 4.13 3.88 3.98 2.17 21.64

Captive coal blocks H1 coal production 19.72% lower than target

October 31, 2012

India Coal Market Watch Contd. from previous Pg

Decline in Indias pithead coal stock 6th month running in Sep

*Source: Various coal companies

October 31, 2012

Indias domestic coal despatches fall fourth month running in Sept

India Coal Market Watch Contd. from previous Pg

CILs coal dispatches down 0.82% m-o-m in September

Coal production shortfall to be 200 mt by 2016-17: Rao

October 31, 2012

India Coal Market Watch

Assocham calls for deregulation of coal sector

APP wants CIL to import, welcomes price pooling

Indian power utilities September coal import down 26.34% m-o-m