
India's coal pipeline hit 638 mtpa in 2025, driving most of an 11% global rise to 2,521 mtpa. The government targets 1.5 billion tonnes by 2030.
India nearly doubled its planned coal mining capacity in 2025 to 638 million tonnes per annum, and the country accounted for almost all of the growth in the global coal project pipeline, Global Energy Monitor said.
The research group put India's proposed mine capacity at 638 mtpa against 329 mtpa a year earlier. The global pipeline expanded 11% to 2,521 mtpa. India's 309 mtpa increase alone exceeds the global gain of roughly 250 mtpa, so proposed capacity outside India fell over the year.
Most of the new proposals sit in the eastern states of Jharkhand and Odisha. New Delhi has set production targets of nearly 1.15 billion tonnes in fiscal 2025/26 and 1.5 billion tonnes by 2030, and the project pipeline is the supply side of that plan. India is lifting domestic output to keep pace with rising power demand even as its renewable energy capacity expands.
The expansion runs counter to the International Energy Agency's forecast that global coal demand will plateau by 2030, the same year New Delhi's production plan calls for 1.5 billion tonnes of domestic output. Wind and solar overtook coal in the world's electricity mix for the first time in 2025, the U.S.-based energy research group said. AlphaScala's commodities analysis tracks how that mix shifts.
Global Energy Monitor said rapid growth in planned capacity could leave producers exposed if coal demand weakens faster than expected. Planned capacity, unlike mines already in operation, produces nothing until it moves into construction.
Construction data moved the other way. New capacity additions fell nearly 40% in 2025 to 113 mtpa, the report said, driven by declines in China and Australia. India's project list alone, at 638 mtpa, is more than five times the capacity that came online globally in 2025.
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