World Bank grid financing (July 9, just before window but relevant context):

The World Bank’s Board approved $375.9 million for Pakistan’s Grid Stability Enhancement Project, the first phase of a 10-year program to modernize transmission, install STATCOMs at three major 500kV substations, reduce outages, and bring more clean energy onto the grid. World Bank

Circular Debt Backdrop

 The federal government acknowledged the power sector’s circular debt rose by Rs61 billion in FY2025–26, attributed mainly to reduced budgetary allocations, while the Senate Standing Committee raised concern over capacity payments to non-operational IPPs. Energy Update

NEPRA formally implements the Prosumer Regulations 2026, replacing net metering with net billing

The most consequential development during the reporting period was NEPRA’s implementation of the Prosumer Regulations 2026, which replace Pakistan’s long-standing net metering framework with a net billing regime for new distributed renewable energy consumers.

Khyber Pakhtunkhwa Solarization Initiative progress (reported mid-July)

 Two mega solarization projects are underway; solarizing 13,000 public buildings and distributing solar systems to 130,000 low-income households (half free of cost); run jointly by the Bank of Khyber and PEDO, with hospitals, schools, and police stations being prioritized. A human-interest piece from Nowshera district described a resident whose monthly electricity bill dropped from nearly Rs40,000 to almost zero after installing solar, and who now sells surplus power to neighbors. Associated Press of Pakistan

BESS declared strategic priority and made mandatory for wheeling auction (11–14 July)
The minister said the government has declared battery storage a strategic priority and formed a Federal Steering Committee tasked with drafting a comprehensive national BESS policy and speeding up its implementation. Three days later, the federal government decided to make Battery Energy Storage Systems mandatory for all participants in its upcoming 800 MW renewable energy auction, with developers required to install battery storage equivalent to at least 10 percent of their project’s firm generation capacity alongside solar or wind facilities. ProPakistani

Pakistan’s rooftop solar capacity continues its unprecedented expansion
Government officials reported that grid-connected rooftop solar capacity has reached nearly 7 GW, representing an almost 37-fold increase over the past six years. The expansion has been driven by high electricity tariffs, declining photovoltaic module prices, and increasing consumer demand for energy independence.
https://www.brecorder.com/news/40430438/net-metering-regime-solar-generation-surges-in-fy26-advisor?

The continued growth confirms that distributed solar has become one of Pakistan’s fastest-growing energy resources and is reshaping electricity demand patterns across the country.

Gilgit-Baltistan 100 MW solar: the hydro paradox named plainly
The PM praised a 100 MW solar project for Gilgit-Baltistan; but as one analyst noted, praising solar in a region with immense hydroelectric potential is itself an admission of failure in hydro delivery. The Khyber Pakhtunkhwa parallel is exact. ProPakistani