India’s dual challenge of achieving energy security while addressing climate imperatives has placed coal at the center of its energy debate. As the country transitions toward a lower-carbon economy, clean coal technologies and carbon capture, utilisation, and storage (CCUS) emerge as pivotal solutions for decarbonizing coal-dependent industries. Atanu Mukherjee, CEO of Dastur Energy, will discuss actionable pathways to integrate these innovations into India’s coal and industrial sectors.

• The Role of Coal in India’s Energy Future
• CCUS as a Game-Changer:
• Industrial Carbonization and Utilization Opportunities:
• Policy and Financial Frameworks:
• India’s Roadmap for Clean Coal and Carbon Management:

• Global supply, demand and pricing top line outlook
• Current production levels and export volumes of thermal coal globally
• How are supply chain disruptions and geopolitical factors influencing availability?
• For how long can we expect attractive international pricing to remain?
• Should we be expecting further volatility in coal trade flows?

• What is the expected supply from commercial mines up to 2030?
• How has the market picked up from following elections and monsoons in 2024?
• Demand projections for power, steel, cement and industrial
• Outlook risks: considering the impact of La Niňa and geopolitics on the commodity market

• Will domestic production be enough to completely displace imported thermal coal?
• Exploring coal quality trends in India
• What’s the breakdown of domestic resources vs imports in meeting India’s growing demand?
• Deep dive into the new supplies arriving from the captive mine blocks

• Outlooks for power demand growth
• What is the expected coal demand for power generation?
• Impact on those demands of supply chain challenges and environmental regulations
• Considering AI data centres and other continuous, high-capacity energy facilities 
• Where are we with hydrogen-based energy and renewables in diversifying the energy mix?

• Production volumes, consumption trends, and market dynamics
• What can we expect of petcoke imports over the next 12 months?
• Balancing traditional practices with environmental considerations in the cement industry

• Breakdown of coal imports by section
• Which countries are taking more share in Indian coal imports? 
• Demand and shortfall of coal in India (demand vs domestic production) 
• Future outlook for Indian coal and coke imports – what sort of imports is India likely to need?

• Evaluating the Indian market from outside perspectives
• Infrastructure developments to ensure efficient delivery of coal to the Indian market
• Risk management of price volatility, supply disruptions, and regulatory changes
• Coal quality and blending strategies for the Indian market

• How China’s renewables roll-out plans and slowing economy will influence seaborne coal imports and regional trade dynamics.
• The future of coal in the Atlantic Basin, considering EU phase-out policies and stagnating Mediterranean demand.
• Identifying remaining growth markets for seaborne coal
• Navigating challenges in the coal market with data-backed decisions. 

• Understanding why the market is the way it is
• The impact of Red Sea developments on global markets
• What’s the situation with fleet supply?
• Future outlooks for ocean freight rates 

• Impact of domestic expansion on import policies and India’s maritime regulatory landscape
• Port infrastructure projects: Assessing capacity, congestion, and global competitiveness
• How are automation and digitalization optimizing coal transportation efficiency and safety?
• Green ports and shipping: Latest developments

• Exploring how increased domestic production is outpacing transport and storage capacity
• Managing unexpected delays and demand fluctuations with planning and stockpile buffers
• Infrastructure and policy improvements to reduce dependence on road transportation
• Analysis of Coal India’s expansion and increased e-auction activity impacting supply chains 

• Overview of global steel demand drivers
• India’s steel production and consumption growth trajectory
• Projected demand for coal in the steel sector amidst energy transitions.
• Balancing domestic production and imports to meet raw material needs.
• The role of policy support and international partnerships in sustaining India’s steel growth while transitioning to sustainable practices.

• Exploring supply and demand for coking coal in India
• What capacity expansions are happening for coking coal? 
• What scope is there for imports and how does domestic coal production play a role?
• What is the quality and blend that India is looking for?

• How do domestic supply and demand match up over the next 2-3 years?
• Evaluating growth in imported steel and review of anti-dumping mandates
• What sort of coal will be required to meet evolving customer expectations?
• The rate of technology change to EAF and green steel production

• Will Australia develop enough new met coal supply to meet India’s needs?  
• Will financial institutions continue to support met coal in Australia?
• The impact of steel technology transition on Australian met coal
• What are the recent met coal trends in Australia? 
• What is India doing in response?

• Modern equipment and automated testing offer transformative solutions to address traditional sampling challenges
• Advancements in sampling equipment
• Real-time analysers
• Benefits of automation
• Technology integration in analysis

• AI, ML and other new tech into coal beneficiation: A step towards green coal
• Upgrading low GCV, high ash Indian coal to diversify its use 
• Latest developments with CCUS
• What progress has been made relating to transition to low carbon emissions / green steel? 

• India’s projected energy needs 
• Current and expected diversification within India’s energy sector
• Expectations of increased privatisation of the coal industry
• Progress made on the challenges of renewables: intermittency, storage, and grid integration
• What measures are being taken to develop the country’s nuclear energy capabilities?