Thermal Power Capacity at Risk as Coal Stocks Drop Below 50%

The Central Electricity Authority’s latest report reveals that coal inventories at fifty major thermal power plants have fallen to just 48% of the level needed for safe operation. With only 28.2 million tonnes on hand against a requirement of 58.7 million tonnes, the plants can sustain generation for roughly nine days at an 85% plant load factor.

The shortfall is being amplified by monsoon‑induced transport delays, which are slowing the flow of coal from mining regions to the power stations. If the supply chain does not improve quickly, the plants risk operating below optimal capacity, potentially leading to load shedding in regions that rely heavily on coal‑based electricity.

These facilities together account for 224 gigawatts, representing a substantial portion of the nation’s electricity generation. While the share of renewable energy is rising, coal and lignite are still projected to provide about 42% of total power in the 2026‑27 fiscal year. The current deficit highlights the urgent need for better inventory management and diversification of fuel sources to safeguard grid stability.