Coal‑heavy portfolio

PlantCapacityCostStatusCritique
Sahiwal1,320 MWUS $1.8 bnOperational 201725‑year take‑or‑pay tariff denominated in US$, exposing consumers to rupee slides.
Port Qasim1,320 MW≈US $2 bnBoth units by 2018Uses imported South African coal; Karachi port congestion risk ignored.
Hub (Balochistan)1,320 MWUS $2 bnCOD Aug 2019Another import‑based plant; CO₂ intensity contradicts climate pledges.
Thar II (Engro)660 MW + 3.8 Mtpa mineUS $1.9 bnRunning 2019Indigenous lignite lowers imports but doubles local emissions.
Thar I (Shanghai Electric)1,320 MW + 7.8 Mtpa mine≈US $3 bnCommissioning 2023Project pushed despite surplus capacity warnings.

Hydro & renewables – promises, pauses
Karot (720 MW) finally synced to the grid in 2022 after cost overruns. Suki Kinari (884 MW) crawls toward completion. Kohala (1,124 MW) and Azad Pattan (700 MW) remain hostage to tariff quarrels and environmental litigation. Wind and solar (Jhimpir, Quaid‑e‑Azam Park) account for a token share.

Transmission twist
The Matiari–Lahore 660 kV HVDC line (US $1.7 bn) went live in 2021 but its planned twin line to Faisalabad was binned—an implicit admission that demand projections were overstated.

Editorial verdict: CPEC’s energy menu is calorie‑dense with coal and light on true renewables, saddling Pakistan with capacity payments it can ill afford.

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