Overview
- Total generation slipped about 9.6–10% year‑on‑year to roughly 9,499 GWh in April 2026, reversing modest recovery earlier in the fiscal year.
- RLNG‑fired output plunged roughly 82% to about 380 GWh after scheduled LNG cargoes were not delivered because of supply disruptions tied to U.S.‑Iran tensions and Strait of Hormuz impacts.
- Average fuel cost rose above NEPRA’s reference to about Rs9.97 per kWh and CPPA‑G has requested a positive Fuel Charges Adjustment of about Rs1.73 per unit, with NEPRA set to hold a public hearing on June 2, 2026.
- Shortfalls in RLNG and hydel were met by much higher use of imported coal and furnace oil, which raised generation costs and reduced the system’s operational flexibility, increasing the risk of evening load‑shedding.
- Consumers face direct cost impacts through an estimated additional Rs16 billion recovery from Discos and K‑Electric for April, and the sector now faces ongoing tariff pressure if RLNG supplies do not return and evening ramp needs persist.