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India Mulls Mandate to Raise Imported Coal Generation

India is weighing an emergency directive under Section 11 of its Electricity Act to compel imported‑coal‑fired power plants to increase output ahead of the summer peak. The move comes as seaborne coal prices surge due to the US‑Iran conflict and LNG supply disruptions, while the Central Electricity Authority forecasts a 10‑12 GW shortfall. Imported‑coal capacity totals 18.7 GW but runs at low utilisation because long‑term contracts limit fuel‑cost passthrough. The government may relax these rules and push utilities toward domestic coal use to secure stable supply.