Ember’s response to India’s draft National Electricity Policy – 2026

Background

The National Electricity Policy sets the broad contours of power sector planning in India at a system-wide level. The draft National Electricity Policy (2026) is only the second such policy since 2005, and it marks a substantive shift in the philosophical underpinnings of the planning framework. The 2005 policy was shaped by persistent demand–supply deficits and limited electricity access. In contrast, the 2026 draft reflects a power system that has largely addressed access constraints and now confronts a different set of challenges. The emphasis has shifted towards ensuring reliable 24×7 supply, accelerating electrification across end-use sectors, and transitioning to clean power. The draft policy recognises electricity as a key source of industrial growth and competitiveness.

Aligned with the Viksit Bharat 2047 vision, the draft calls for coordinated reforms across generation, transmission, distribution and market design. While its overall direction is consistent with the requirements of a modern, low-carbon power system, the recommendations outlined in this policy brief highlight specific areas that warrant deeper systemic reconsideration at the policy level.

The full policy response paper is available here.

Supporting materials

Downloads

Download the full policy response paper below.