Pakistan’s Power Division claims it reduced the expected September electricity fuel price adjustment to Rs. 2.56 per unit from a projected Rs. 5 to Rs. 6 per unit, protecting consumers from a potential additional cost of up to Rs. 3.44 per unit.

In a statement, the division said targeted load management and the use of imported liquefied natural gas (LNG) at domestic gas rates helped contain the adjustment. The estimated financial impact of September’s adjustment stands at Rs. 32.7 billion.

The division said authorities limited electricity supply for around two to two-and-a-half hours in September to reduce dependence on expensive power generation using furnace oil and high-speed diesel.

It added that supplying imported LNG at domestic gas rates lowered the cost burden by Rs. 0.83 per unit. The September adjustment is expected to be Rs. 1.45 per unit higher than the August figure.

The statement linked rising generation costs to international crude oil prices, which climbed above $120 per barrel amid a regional dispute. The oil price assumption used when setting the base electricity tariff was around $70 per barrel.

Pakistan also continued efforts to secure re-gasified liquefied natural gas (RLNG) through existing contractual supplies and additional spot cargoes despite Qatar’s force majeure declaration.

The Power Division warned that any further reduction in RLNG supplies could increase reliance on furnace oil and high-speed diesel, putting further pressure on electricity generation costs.

It said the combined effect of fuel price and quarterly tariff adjustments between January and August 2026 added Rs. 0.65 per unit to consumer costs, equivalent to a 1.9 percent increase over the base electricity tariff.

The division also cited a package promoting additional electricity use by industrial and agricultural consumers, saying it encouraged greater consumption from the national grid.