NITI Aayog Charts Net Zero Path: 90% Green Transport, 6x Steel Demand by 2070

NITI Aayog has released four detailed reports outlining sector-specific pathways for India to become a developed nation (Viksit Bharat) and achieve Net Zero emissions by 2070. The studies project a massive transformation, with electricity's share in the power sector rising to 60% and clean fuels meeting nearly 90% of transport energy demand by 2070. Demand for industrial materials like steel and cement is expected to increase 4-6 times, necessitating a shift to electrification, green hydrogen, and enhanced recycling. The reports emphasize the need for rapid implementation of new technologies, expansion of renewables, and securing critical mineral supplies to de-risk the clean energy transition.

Key Points: India's Net Zero Roadmap: NITI Aayog Releases Key Sector Reports

  • Electricity share to hit 60% by 2070
  • Transport to use 90% clean energy
  • Steel & cement demand to surge 4-6 times
  • Critical mineral recycling key for supply
  • Power demand to rise sharply from EVs & hydrogen
3 min read

NITI Aayog releases four more reports on roadmap to Net Zero

NITI Aayog outlines India's path to Viksit Bharat & Net Zero 2070, projecting 60% electricity share, 6x steel demand, and 90% green transport energy.

"India needs to move forward rapidly on implementation; a huge effort is required to bring in the technologies that are needed and to reduce their costs. - Dr V. K. Saraswat"

New Delhi, Feb 10

The NITI Aayog on Tuesday released the second set of four Study Reports on Scenarios Towards Viksit Bharat and Net Zero, which cover the transport, industry, power, and critical minerals sectors.

According to the reports, electricity's share in the power sector can rise as high as 60 per cent in 2070 from 21 per cent in 2025, while the share of non-fossil generation increases from 23 per cent to 80-85 per cent. Electricity, biofuels, and hydrogen can meet nearly 90 per cent of transport energy demand by 2070.

In the industry sector, the demand for steel, cement and aluminium is set to increase 4-6 times by 2070, while electricity and green hydrogen emerge as the backbone of industrial energy.

As far as critical minerals are concerned, as much as 20-25 per cent of copper and graphite demand could be met through recycling by the mid-century.

The report on Scenarios Towards Viksit Bharat and Net Zero - Sectoral Insights: Transport (Vol. 3) assesses the current state and long-term evolution of India's mobility ecosystem, covering passenger and freight demand, modal composition, technological maturity, and energy use. With passenger and freight transport projected to rise, modal shift, zero-emission vehicles, clean fuels and technologies, and structural shifts toward public and shared mobility solutions and rail and waterway transport are identified as essential components of the transition.

The Scenarios Towards Viksit Bharat and Net Zero - Sectoral Insights: Industry (Vol. 4) report examines the various facets of industrial energy transition, including industrial output, energy demand, and emissions across major subsectors, including steel, cement, aluminium, textiles, and petrochemicals. Increasing electrification, material efficiency and recycling, share of non-fossil energy, and leveraging emerging technologies emerge as the way forward.

Scenarios Towards Viksit Bharat and Net Zero - Sectoral Insights: Power (Vol. 7) report examines the central role of electricity in India's development and Net Zero agenda, assessing future electricity demand, low-carbon supply options, system reliability, and investment requirements. Demand is projected to rise sharply due to increasing urbanisation, cooling needs, digitalisation, electric mobility, and green hydrogen production. The report evaluates pathways for rapid electrification, large-scale renewable deployment, and storage and transmission expansion for a reliable, affordable, and progressively clean power system.

The fourth report on Scenarios Towards Viksit Bharat and Net Zero - Critical Mineral Assessment: Demand and Supply (Vol. 10) estimates mineral requirements arising from India's deployment of clean technologies across key segments such as solar, wind, battery energy storage systems, EVs, and electrolysers. Avenues to de-risk the critical mineral supply chain and meet India's future requirements through coordinated action across the development of domestic resources, international sourcing, institutional reforms, and circularity are discussed.

In his address, NITI Aayog Member, Dr V. K. Saraswat, said: "Energy, industry, and transport are the engines of India's economy. Along with the challenge of Viksit Bharat 2047 and achieving Net Zero by 2070, lies the opportunity to shift to clean energy, to new fuels like green hydrogen and lock in efficiency gains. India needs to move forward rapidly on implementation; a huge effort is required to bring in the technologies that are needed and to reduce their costs."

NITI Aayog CEO, B.V.R Subrahmanyam, said: "Power, transport and industry sectors cover 80 per cent of the energy transition. Demand for materials like steel, cement, and aluminium will go up rapidly, even with demand management. The hard-to-abate sectors in industry are the toughest challenge. We will have to electrify to the extent possible, enhance circularity, rely on substitution of industrial processes, and increase efficiency."

- IANS

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Reader Comments

P
Priya S
Good to see a detailed plan! The recycling targets for copper and graphite are encouraging. But I hope this doesn't mean we will ignore the social cost - what about the communities living near mining areas for these critical minerals? Just a thought.
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Rohit P
The projection for steel and cement demand increasing 4-6 times is mind-boggling. Building Viksit Bharat will need a lot of infrastructure. Hope the "green" in green hydrogen doesn't get lost in the rush for growth. We need strict environmental safeguards.
S
Sarah B
As someone working in renewable energy, the 80-85% non-fossil power target by 2070 is the key. The scale of investment in solar, wind, and storage will be enormous. India has the potential to be a global leader here if policies are stable and implementation is fast-tracked.
V
Vikram M
All these reports are fine, but what about the immediate steps? My electricity bill is already too high. How will adding more renewables and a complex grid affect my monthly budget? Need more clarity on affordability for the aam aadmi.
K
Karthik V
The emphasis on public and shared mobility solutions is excellent. Our cities cannot handle more private cars, electric or not. We need massive investment in metros, buses, and safe walking/cycling infrastructure. That's true sustainable development.

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