Whalesbook
India ka Energy Sector: Budget 2026 ka naya agenda?
Dekho, Budget 2026 ekdum critical time par aa raha hai. Duniya bhar mein political tensions aur economic ups and downs chal rahe hain, jisse India ki energy security par pressure aa raha hai. KPMG International ke Anish De ka kehna hai ki is budget ka sabse bada role sirf paisa manage karna nahi, balki ye dikhana hai ki India kis cheez ko priority de raha hai, khas kar energy mein. Is baar sirf energy kharch karne ke liye paisa dena kaafi nahi hai, ab focus energy bananewale infrastructure aur tech ko build karne par hoga.
Import par itna reliance, kya ye sahi hai?
Sach bataun toh, India apni crude oil requirement ka almost 80-84% import karta hai. Aur natural gas bhi 50% se zyada bahar se aata hai. Sirf yahi nahi, solar cells aur batteries jaisi clean energy wali cheezein bhi hum zyadaatar abroad se mangate hain. Iska matlab ye hua ki agar kahin supply chain mein problem hui ya price badh gaye, toh seedha India pe asar padega. Economic Survey 2025-26 bhi bata raha hai ki ab duniya bhar mein trade sirf rules se nahi, balki politics aur strategy se chal raha hai.
Pichle Schemes ka lesson: Technology thi problem
Yaad hai, government ne pehle bhi energy storage ke liye production-linked incentives (PLI) jaisi schemes chali thi, jismein ₹20,000 crore ka outlay tha? Lekin woh itni successful nahi hui. Iska main reason tha ki humare paas competitive aur badi battery technology available nahi thi. Ab yeh technology bahut kam companies ke paas hai, especially China ke paas. Isse ek bada lesson milta hai ki agar clean energy mein aage badhna hai toh sirf manufacturing nahi, balki product development aur core technology innovation par bhi kaam karna hoga. National Programme on Advanced Chemistry Cell (ACC) Battery Storage ke liye ₹18,100 crore approve hue the 50 GWh capacity ke liye, par October 2025 tak sirf 2.8% hi operational ho payi thi.
Ab aage kya? Value Chain pe focus aur Milkar kaam
Budget 2026 ek perfect mauka hai India ko energy value chain mein upar le jaane ka. Government ko clearly bataana hoga ki kis area mein focus karna hai. Aur ek baat, itne bade capital aur research ke liye companies akeli kaam nahi kar sakti. Industry aur government ko milkar kaam karna padega. Iske liye Anusandhan National Research Foundation (ANRF) jaise platforms banaye ja rahe hain. Budget mein aise incentives hone chahiye ki companies in platforms ka hissa banein aur research mein invest karein, na ki alag-alag chote-mote R&D karke time waste karein. AI aur high-performance computing bhi research ko fast karne mein bahut help karenge.
Budget se kya expect hai?
Industry kuch specific fiscal measures ka wait kar rahi hai. Jaise, natural gas ko GST mein lane ki baat hai aur loan ka interest cost kam karne ki zaroorat hai. Energy projects mein long gestation period ke liye interest deduct karne ke rules mein bhi changes ki need hai. Toh sawaal yeh hai ki Budget 2026, energy consumption ko finance karne ke saath-saath, India ki long-term energy capability banane mein kitna madad karega. Yehhi decide karega India ka energy future. Abhi EU-India Free Trade Agreement bhi sign hua hai, jo cooperation ko badhawa de raha hai, toh energy sector mein bhi aise hi strategic partnerships ho sakti hain.