I have heard that India are attempting to buy $15B of Indonesian Coal. Whislt I cannot confirm that I have found the following article on the web (link) which says that a company is sourcing $4B of coal and decision expected Jan 2011 on the tender process.
This should have some impact on KRL either directly or indirectly.
http://economictimes.indiatimes.com/features/sunday-et/dateline-india/Nalcos-Indonesia-coal-deal-by-January/articleshow/6674554.cms
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