India's energy transition in a security- focussed age
Shell India launched its latest Shell Scenarios Sketch, titled ‘India’s energy transition in a security-focused age’, at the TERI’s World Sustainable Development Summit (WSDS) 2026. The India-focused analysis examines how the country can meet rapidly rising energy demand while strengthening security, affordability, reliability, and decarbonisation.
The sketch outlines three possible futures shaped by geopolitics, digitalisation, and climate imperatives. Two scenarios - Archipelagos and Surge – reflect current global pressures, assessing energy security through the lens of national security, self-reliance, economic resilience, and technological advancement.
The third scenario, Horizon, presents a normative scenario centred on climate and environmental security, aligned with the goals of the Paris Agreement. Together, these scenarios offer a structured framework to support policymakers, businesses, and civil society in making informed choices to enhance India’s long-term competitiveness and resilience through the energy transition.
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India's energy transition in a security-focussed age : Energy to drive prosperity and resilience
India Sketch Summary
Definitions and Cautionary note
Definitions and Cautionary note
WARNING - UNCERTAINTIES AHEAD: The 2026 Energy Security Scenarios.
Shell’s scenarios are not intended to be projections or forecasts of the future. Shell’s scenarios are not Shell’s strategy or business plan, nor are they intended to be predictions of likely future events or outcomes, and investors should not rely on them when making an investment decision with regard to Shell plc securities.
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Nothing in this publication should be construed as legal, regulatory, investment, or policy advice under Indian law.
