India is burning more coal as extreme heat and the Iran war squeeze energy supplies

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india is burning more coal as a heatwave and the iran war squeeze energy supplies. coal-fired power generation hit 164.9 average gigawatts in april, up from 160.7 last year — a sequential rise of 3.5%. more than 70% of india's power comes from coal, and experts expect that share to grow this year.

on april 27, all 50 of the world's hottest cities were in india, with readings above 40-45°c. higher lng prices have made gas-fired power uneconomical, so coal is picking up the slack. about 60% of india's lng imports pass through the strait of hormuz, now disrupted by the conflict. if el niño develops, coal generation could rise 10% year-over-year, per s&p global.

cement companies are also burning more coal. the middle east conflict has disrupted supplies of petroleum coke, pushing prices up, so cement


source: cnbc_topnews
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