Coal-based electricity generation in Pakistan has climbed to an all-time high as disruptions in RLNG supplies forced the country to rely more heavily on imported and local coal for power production.
According to data from the Central Power Purchasing Agency compiled by Topline Securities, coal accounted for 22 percent of Pakistan’s total electricity generation during the first nine months of FY2026, the highest share ever recorded.
The increase came after power generation from regasified liquefied natural gas declined due to supply disruptions linked to the United States-Iran conflict and the closure of the Strait of Hormuz, a critical global energy shipping route.
As RLNG availability tightened, Pakistan shifted more of its electricity generation toward imported coal plants, which emerged as the next cheapest available option. Output from local coal-based projects also increased during the same period.
The data shows a steady rise in coal’s share of the national power mix over the past several years. Its contribution has grown from 9.8 percent in FY2018 to 22 percent in 9MFY2026, reflecting a major change in the country’s generation pattern.
Pakistan’s energy sector has remained under pressure from fuel supply disruptions, higher import costs, and mounting circular debt, all of which have contributed to greater reliance on coal-fired power.
The country has also made significant investments in imported coal and Thar coal power projects under the China-Pakistan Economic Corridor, further strengthening coal’s role in the energy mix.
