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India fuels worldwide jump in planned coal production

Created at 13 Aug · 4:16 AM1 source↑ Market-relevant
IN SHORT

New coalmining projects proposed last year could increase global supplies by 2.5 billion tonnes annually, an 11% rise, driven by India's ambitious production plans despite plateauing global demand and a shift towards renewables.

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Key Numbers

2.5bn tonnesannual increase in global coal supplies from new proposals
11%increase in proposed global coal supplies year-over-year
1.15bn tonnesIndia's planned coal production in 2025-26 fiscal year
100m tonnesplanned increase in India's coal production
113m tonnesannual output from new coalmines that began operations last year
40%decrease in new coalmine operations from 2024
44%fall in new mine openings in China
96%fall in new mine openings in Australia

Who's Involved

Global Energy Monitor
NGO that found a rise in new coalmine proposals
India
Country driving the increase in new coalmine proposals
Jharkhand
Indian state that doubled proposals for new coalmines
Odisha
Indian state that doubled proposals for new coalmines
India’s ministry of coal
Responsible for ambitious plan to increase country's output
International Energy Agency
Predicts a slowdown in global coal demand
Ember
Energy thinktank that reported renewables surpassing coal
Tiffany Means
Senior researcher at Global Energy Monitor and co-author of the report

↳ Why This Matters

India's significant increase in proposed coal mining projects runs counter to global efforts to transition to renewable energy and could lock in decades of additional fossil fuel production, potentially exacerbating climate change impacts.

Key facts

  • New coalmining projects proposed last year could increase global supplies by 2.5 billion tonnes annually.
  • This represents an 11% increase from the previous year.
  • India's Jharkhand and Odisha states doubled their proposals for new coalmines.
  • India aims to increase its coal production to 1.15 billion tonnes in the 2025-26 fiscal year.
  • Globally, the startup of new coalmining projects has fallen, with 113 million tonnes annually beginning operations last year, down 40% from 2024.
  • Wind and solar power surpassed coal generation in the global electricity mix for the first time last year.

New coalmining projects proposed globally last year could significantly boost future supplies, with India spearheading the increase despite a global trend towards renewable energy. According to Global Energy Monitor, proposals for new mines could add 2.5 billion tonnes per year to global supplies, an 11% rise from the previous year. This surge is largely attributed to ambitious plans by India's states Jharkhand and Odisha, aiming to increase the country's coal output to meet rising electricity demand for economic growth and to combat severe heatwaves.

This expansion comes even as the global startup of new coalmining projects has declined. Last year, new mines beginning operations were down 40% from 2024, reaching their lowest annual total in a decade, with significant drops in China and Australia. A separate report from Ember indicates that wind and solar power generation surpassed coal for the first time globally last year, marking a milestone for climate action.

Global Energy Monitor warns that India's increased mine proposals contradict the International Energy Agency's predictions of a slowdown in global coal demand by the end of the decade. Tiffany Means, a co-author of the report, highlighted the weakening economic rationale for expanding coal mining as low-cost clean energy displaces it, urging governments to cancel projects in the development pipeline.

Frequently asked questions

The increase is driven almost entirely by proposals from the Indian states of Jharkhand and Odisha, in line with India's plan to boost coal production.

Globally, the startup of new coalmining projects has fallen significantly, with last year's new operations down 40% from 2024 and at a decade low.

Global Energy Monitor warns that India's rise in new mine proposals is at odds with the slowdown in global coal demand predicted by the International Energy Agency for the end of the decade.

It marks a milestone moment for climate action, indicating a global shift away from coal towards renewable electricity sources.

What Happens Next

01Governments have an opportunity to cancel projects in the development pipeline.
02India plans to increase its coal production in the 2025-26 fiscal year.

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How It Developed

Global Energy Monitor found India ignited a rise in new coalmine proposals in 2025.
India plans to increase its coal production by nearly 100m tonnes in the 2025-26 fiscal year.
The startup of new coalmining projects globally has fallen steadily.
New coalmines to produce about 113m tonnes annually began operations last year, down 40% from 2024.
China and Australia saw significant slowdowns in new mine openings.
Wind and solar power surpassed coal generation globally for the first time last year.
Global Energy Monitor warned India's proposals are at odds with predicted global coal demand slowdown.

Sources

T1
India fuels worldwide jump in planned coal productionThe Guardian

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