
印度要求煤炭开采商和铁路部门帮助在明年夏天前将发电厂的煤炭储备增加三倍,这一雄心勃勃的目标旨在避免可能加剧与其他化石燃料使用者紧张关系的短缺。
India has asked coal miners and railways to help triple stockpiles at power stations before next summer, an ambitious target aimed at averting shortages that could also raise tensions with other users of the fossil fuel.
据知情人士透露,煤炭、电力和铁路部门共同制定了目标,计划将发电厂的库存从目前接近1800万吨的水平,提高到财政年度结束时的3月至少5500万吨。知情人士表示,这大约相当于今年同期的储备量。这些人士要求不具名,因为讨论内容属于私密。
The coal, power and railways ministries jointly set a goal to boost inventories at the plants from current levels near 18 million tons to at least 55 million by the end of the fiscal year in March, according to people familiar with the matter. That would roughly match reserves at the same time this year, the people said, asking not to be identified because the discussions are private.
印度最大煤炭生产商印度煤炭有限公司以及电力部和铁路部没有立即回复一封征求评论的电子邮件。
Coal India Ltd., the country’s biggest producer, and the ministries of power and railways didn’t immediately respond to a email requesting comments.
煤炭短缺在过去几个月来已波及整个经济,导致停电并推高能源成本。水电产出疲软和高温驱动的电力需求进一步加剧了电网压力,而印度煤炭有限公司优先供应发电厂,导致工厂燃料短缺。
The coal crunch has rippled through the economy over recent months, causing blackouts and raising energy costs. Weak hydropower output and heat-driven electricity demand have further increased pressure on the grid, while Coal India’s prioritization of power plants has left factories short of fuel.

过去两周,随着气温下降,库存已缓慢恢复。然而,储备仍接近五年低点,仅约六天的用量,使系统容易受到干扰——例如上个月的阿纳布气旋——并使夏季准备工作复杂化。
Inventories have slowly recovered over the past two weeks as temperatures cooled. However, stockpiles remain near a five-year low of about six days, leaving the system vulnerable to disruptions — such as from Cyclone Arnab last month — and complicating preparations for summer.
政府通常希望发电厂储备约三周的供应量,尽管要求因地点而异。近一半的发电厂库存处于临界水平,意味着其储备量低于所需量的四分之一。
The administration typically wants plants to hold about three weeks of supplies, though requirements vary by location. Nearly half of power stations have critical stock levels, meaning they hold less than a quarter of the required amount.
政府希望避免在明年上半年几个关键州选举前出现电力短缺,其中包括印度人口最多的邦、也是政治战场的北方邦。
The government aims to avoid power shortages ahead of elections in several key states in the first half of next year, including Uttar Pradesh, India’s most populous state and a political battleground.
印度国有煤炭公司“印度煤炭公司”(Coal India)和印度铁路已加大力度,力争达成3月份的目标。这家国有矿企上个月的发运量升至纪录高位,超过了3月创下的前历史最高纪录,其中五分之四以上运往为电网供电的发电站。公司表示,产量也是有史以来10月份的最高水平。
Coal India and the Indian Railways have boosted efforts to reach the March target. The state miner’s shipments rose to a record last month, exceeding the previous all-time high set in March, with more than four-fifths going to power stations supplying the grid. Production was also the highest ever for an October, the company said.
更多铁路运力也已释放出来。据知情人士透露,10月份,这家国有运输公司提供的车厢比去年同期增加了20%。电力部希望到3月份再增加7%。
More railway capacity has also become available. In October, the state-owned transport company provided 20% more carriages than a year earlier. The power ministry wants that to rise another 7% by March, according to the people.
供应改善和用电需求疲软,帮助稳定了包括恰蒂斯加尔邦在内的地区的供电,该邦工业上个月曾遭遇停电。但优先保障发电站供煤挤占了其他煤炭用户的份额。
The improved supplies and weaker electricity demand have helped stabilize electricity provision in areas including Chhattisgarh, where industries suffered blackouts last month. But prioritizing power stations has squeezed other coal users.
据印度自备电厂协会秘书长拉吉夫·阿加瓦尔(Rajiv Agarwal)称,运营自备电厂的企业需等待数月才能获得合同约定的供煤量,迫使它们在现货拍卖中以更高价格购买煤炭,或从电网购买电力。他表示,随着印度北部烟雾加剧,情况可能会恶化。
Businesses that operate their own power plants are waiting months for contracted supplies, forcing them to buy coal at higher prices in spot auctions or purchase electricity from the grid, according to Rajiv Agarwal, secretary general of the Indian Captive Power Producers Association. That may worsen along with smog in northern India, he said.
阿加瓦尔说:“在未来几周,随着烟雾加重,将扰乱铁路运输,我们预计供应将进一步收紧。”
“In the coming weeks, as the smog gets worse, it will disrupt railway traffic and we expect supplies to tighten further,” Agarwal said.
据印度新闻纸制造商协会秘书长维杰·库马尔(Vijay Kumar)称,报纸用纸制造商的运营用煤供应也仅有微弱改善。库马尔上个月致信总理纳伦德拉·莫迪(Narendra Modi),寻求其“紧急干预”,通过减少分配给发电厂的燃料来缓解短缺。
Manufacturers of paper for newspapers have also seen only a marginal improvement in coal availability for their operations, according to Vijay Kumar, secretary general of the Indian Newsprint Manufacturers Association. Kumar wrote a letter to Prime Minister Narendra Modi last month, seeking his “urgent intervention” to ease the crunch by allocating less fuel to power plants.