Coal India Enables Sale of Surplus Power in Exchanges from August 1, 2025
This is a major policy shift by Coal India that significantly changes how surplus power from plants using CIL coal can be traded, potentially impacting market dynamics, power pricing, and supply across the entire power sector.
The policy change is expected to increase the availability of affordable power in the market by allowing surplus power to be sold on exchanges, benefiting consumers and the power sector by stabilizing prices.
* Coal India Limited (CIL) has cleared the way for un-requisitioned surplus (URS) power generated by thermal power plants (TPPs) using CIL’s linkage coal under long and medium-term fuel supply agreements (FSAs) to be sold in power market and exchanges, effective from 1 August 2025. * Previously, TPPs serving power purchase agreements (PPAs) were restricted from selling power generated from long and medium-term FSAs in the open market. * This policy shift aligns with the revised SHAKTI policy and applies to all existing and future long and medium-term power FSAs, covering Central and State Gencos, and independent power plants. * A senior CIL official commented that this policy facilitates the power sector in meeting consistent demand for affordable power. * The availability of surplus power in exchanges is expected to keep spot prices in check, leading to more affordable power for all. * A year ago, CIL had also paved the way by allowing coal supplies beyond Annual Contracted Quantity (ACQ) to TPPs, including IPPs. * For the current fiscal year, CIL has approximately 650 million tonnes (65 crore tonnes) of FSAs in place for the power sector.
What to do with a filing like this
Coal India Limited filed this with the NSE as a statutory disclosure, categorised under regulatory filings. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Coal India Limited. Read the original for the full detail.