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An knowledgeable in geopolitics, Sachin Yadav, has stated India’s energy transition is sophisticated but progressing.
Across Western local weather commentary, India is regularly portrayed as a coal-dependent laggard whose rising emissions threaten to offset progress elsewhere. However, Yadav, a PhD scholar in International Studies at Jamia Hamdard, New Delhi, with a background in economics and training, stated this framing obscures a extra advanced actuality, including that whereas coal continues to dominate India’s energy provide, the nation can be constructing clear energy at one of many quickest charges on the earth.
“Understanding this contradiction requires reassessing how climate progress is conventionally measured,” Yadav, whose analysis focuses on South Asia, India’s neighbourhood, and Geoeconomics, stated.
The considerations behind India’s continued use of coal are actual. India recorded the world’s largest absolute rise in emissions in 2024, and thermal energy nonetheless generates round 70 per cent of its electrical energy. Yet these figures describe the place India stands at the moment, not the place it’s heading.
At the 2015 Paris local weather convention, India pledged that 40 per cent of its put in energy capability would come from non-fossil gasoline sources by 2030. It reached that purpose in November 2021, nearly a decade early. After elevating its goal to 50 per cent, India crossed that threshold in June 2025, this time 5 years forward of schedule.
As these figures recommend, India’s renewables enlargement is important. India’s non-fossil gasoline energy capability handed 300 gigawatts in July 2026, greater than half of its whole put in capability. The nation added a report 55 gigawatts of fresh capability within the 2025–26 monetary yr and now ranks third on the earth for put in renewable energy. On July 29, 2025, renewables met greater than half of India’s electrical energy demand, a report share and, within the Indian authorities’s phrases, “a remarkable sign of change.”
Many of at the moment’s high-income economies industrialised on coal for over a century earlier than shifting to cleaner energy. India is making an attempt to do each concurrently, increasing electrical energy entry and industrial development for 1.4 billion individuals whereas constructing one of many largest clean-energy methods on the earth.
Yet important challenges stay. The largest is the hole between capability and era. Although greater than half of India’s put in capability is now non-fossil, these sources produce underneath a 3rd of the electrical energy the nation consumes. Solar output peaks within the afternoon whereas demand typically peaks within the night, and the storage and transmission networks wanted to bridge this hole are nonetheless underneath development. Until they’re full, coal will stay the spine of dependable energy provide.
Rising demand compounds the issue. Rapid financial development, urbanisation, and extra frequent heatwaves are driving up electrical energy consumption, which is why India’s whole emissions proceed to climb whilst its energy combine turns into cleaner. Clean capability is being added shortly, but demand is rising nearly as quick.
Heavy business presents an extra hurdle. Steel and aluminium are among the many hardest sectors to decarbonise. Indian exporters now face carbon border guidelines in key markets; the Global Trade Research Initiative estimated that Indian metal and aluminium exporters might have to chop costs by 15 to 22 per cent to stay aggressive in Europe. Smaller corporations wrestle essentially the most with the price of measuring and reporting emissions.
Finance is the ultimate, maybe most binding, constraint. A transition of this scale requires huge funding, a lot of it in grids and storage with lengthy payback durations. At COP29, India objected to the brand new local weather finance purpose of $300 billion a yr, which was lower than one-fourth of the $1.3 trillion that growing international locations had demanded.
Still, India continues to push ahead. Its nationwide carbon market grew to become operational in January 2025, offering business with a value sign to cut back emissions. The development of India’s fossil gasoline emissions is projected to have slowed sharply in 2025.
Energy transitions are hardly ever linear, as latest Western expertise reveals. During the 2022 energy disaster, a number of European international locations quickly returned to coal to take care of provide earlier than renewable development resumed. This was an affordable response to an emergency, and it illustrates that each nation balances local weather objectives towards energy safety and affordability. India faces the identical trade-offs at a decrease revenue stage and with extra individuals nonetheless gaining dependable energy.
“International partners can also play a constructive role. Expanded financing for grid infrastructure and battery storage would directly address India’s generation gap. Mechanisms that recognise domestic carbon pricing, such as India’s carbon market, could ease the burden of border carbon rules on smaller exporters. The International Solar Alliance, which India co-founded, already offers a strong base for wider cooperation on clean technology and supply chains,” he stated.
Coal will stay a part of India’s energy combine for a while, and the obstacles forward are actual. But measuring local weather dedication by coal dependence alone dangers misreading one of many world’s largest clean-energy transitions.
He argued that assessments of India’s local weather efficiency ought to subsequently shift their focus. “Rather than asking whether India still uses coal, the question should be whether it is moving decisively away from it. A fairer yardstick would weigh a country’s direction of travel, per capita emissions, and historical responsibility alongside its current energy mix. After all, the average Indian emits about 2.2 tonnes of carbon dioxide a year, less than half the global average, and India has contributed under 4 per cent of cumulative carbon dioxide emissions since the Industrial Revolution.
“Future analysis of India’s climate role should account for both its achievements and the constraints shaping its choices.”
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