强化天然气在印度2030年及未来能源结构中的作用

September 2025 Foreword from ASSOCHAM India’s growing energy demand requires new solutions for production, transportation andenergy usage. Considering this, the growth of the natural gas sector is crucial for the country’sshift to a cleaner and more sustainable energy future. India wants to diversify its energy mix, cut carbon emissions and improve energy access. Thisgoal is supported by the increasing significance of natural gas. With the government’s push toboost the share of natural gas in India’s energy portfolio, the need for top-notch infrastructureis more urgent than ever. India’s gas pipeline infrastructure has expanded considerably inrecent decades, with over 24,945 km of working pipes.1The National Gas Grid, with theobjective of increasing inter-regional connectivity and the smooth transport of gas all over thenation along with the development of regional pipelines, is central to facilitating the increasedconsumption of gas – especially in the power, industrial and transportation sectors. Manish SinghalSecretary GeneralASSOCHAM The government’s efforts to expand the number of City Gas Distribution (CGD) geographicalareas have resulted in the fast-paced growth of piped natural gas (PNG) for homes andcompressed natural gas (CNG) for automobiles in urban and semi-urban towns. This expansionis a part of India’s overall vision to bring the percentage of natural gas in its energy basket from6.2% to 15% by 2030.2 India’s gas infrastructure is undergoing significant transformation which will be instrumentalin its energy future, but several success factors, enablers and building blocks are requiredfor it to grow. Impact of united tariffs on CGD and gas markets, pipeline and LNG terminalbottlenecks, development and maintenance challenges, domestic production and importdependency will all play their specific roles in achieving this vision. With the nation’s transitiontowards cleaner fuels, an integrated gas network will be crucial in providing a secure andaffordable source of energy and supporting a gas-based economy. The India Gas Infrastructure Conference aims to gather leaders from the industry, governmentand academia to discuss the future of gas infrastructure in India. I hope this report givesstakeholders a chance to discuss new ideas, investments, regulations and the technology thatwill shape the gas infrastructure in the coming years. I wish the conference a grand success. Foreword from PwC At present, India is at a crucial juncture – faced with the challenge of meeting the surgingenergy demands of a booming economy while advancing towards its net-zero goals. With morethan 80%3of the current energy demand derived from coal and oil, the transition to cleanerfuels is not only an environmental need but also a strategic requirement for energy securityand affordability. In this situation, natural gas becomes an essential fuel to power the ongoingtransition sustainably. Manas MajumdarPartner, Oil and GasSector LeaderPwC India This knowledge paper delivers a perspective on achieving the government’s vision of creatinga gas-based economy by raising the share of natural gas in the primary energy mix from thecurrent 6.2% to 15% by 2030.4It delves into the important growth engines for gas, such asexpansion of the CGD networks, emerging market for liquified natural gas in the transportsegment and arising role of gas-fired power in stabilising the grid going forward. However, the path to achieving this vision is filled with obstacles, which include infrastructurebottlenecks, complexities in pricing and geopolitical supply risks. This knowledge paperelucidates these roadblocks and provides a set of strategic policy interventions designed toquicken gas adoption. It scrutinises the need for integrating gas into the GST framework,promoting transparent price discovery, assuring equitable third-party access to theinfrastructure and developing strategic gas reserves. Additionally, this paper explores the impact of decarbonisation on gas itself, along with the roleof compressed biogas and the long-term potential of green hydrogen. We hope you find this report insightful and that it sparks conversations that translate intoempowered action. Contents 01 02 What’s next for the gas sector inIndia: Potential for growth andneed for policy intervention Introduction: Importanceof gas in the energy basketof India 03 04 Implications of decarbonisationand energy transition on the gassector Infrastructure as a sectorenabler for increased gaspenetration 05 Way forward Introduction: Importanceof gas in the energy basketof India 01 India is the world’s third-largest energy consuming economy after China and the US, owing toimproving standards of living, increased urbanisation, growing industrialisation and emergingend-use applications like data centres. Energy usage has doubled since 2000, with over 80% ofenergy demand still being met by coal, oil and solid biomass.5 At present, the share of natural gas in In