In February 2026, NITI Aayog published eleven reports doing something no Indian government body had done before: modelling, sector by sector, what it actually takes to hit both Viksit Bharat 2047 and Net Zero 2070 at the same time. The headline numbers are stark — $22.7 trillion in investment, a $6.5 trillion gap, coal consumption that keeps rising for another two decades even inside the Net Zero pathway — and carbon capture keeps showing up as the technology the scenarios lean on wherever electrification alone can't reach. This piece summarises what all eleven reports actually say, and traces the ₹20,000 crore bet on Carbon Capture, Utilisation and Storage (CCUS) the government has placed to back one part of that plan.
How India Actually Plans to Hit Net Zero: Eleven Scenarios, a Rising Coal Curve, and a ₹20,000 Crore Bet on Carbon Capture
Where India's scenario-modelling capacity actually comes from
India's climate architecture has a longer institutional history than the headline-grabbing 2026 numbers suggest. The National Action Plan on Climate Change (NAPCC), launched on 30 June 2008, set up eight national missions; two of them — the National Mission for Sustaining the Himalayan Ecosystem (NMSHE) and the National Mission on Strategic Knowledge for Climate Change (NMSKCC) — were assigned to the Department of Science and Technology (DST) specifically to build the country's capacity to model its own climate future rather than rely on global averages. NMSKCC's own stated rationale, per DST's own programme page, is that "India is too large a country to adopt strategies based on global averages of climate change," and its objectives explicitly include building "national capacity for modelling the regional impact of climate change on different ecological zones" and forming knowledge networks across India's research institutions. That eighteen-year-old mandate is the direct institutional ancestor of the far larger, more integrated scenario exercise NITI Aayog published in February 2026.
The eleven scenarios, summarised
On 9 and 10 February 2026, NITI Aayog released "Scenarios Towards Viksit Bharat and Net Zero" — eleven volumes built from ten inter-ministerial working groups, described by NITI Aayog itself as India's first government-led, multi-sectoral, integrated study assessing development pathways that deliver Viksit Bharat 2047 while cutting net greenhouse-gas emissions to zero by 2070. Vice Chairperson Suman Bery, CEO B.V.R. Subrahmanyam, and Chief Economic Adviser V. Anantha Nageswaran presented the first three volumes on 9 February; the remaining eight followed the next day, with a second panel on social implications moderated by WRI India's Madhav Pai.
| Vol. | Report | What it says |
|---|---|---|
| 1 | Overview (synthesis) | Viksit Bharat 2047 is achievable under every scenario modelled; the path runs through electrification, cleaner power, efficiency, circularity, and Mission LiFE-style behaviour change. |
| 2 | Macroeconomic Implications | GDP growth, investment, trade, and jobs effects of the transition, plus the macro risk climate change itself poses to agriculture, infrastructure, and health, compounded by rising carbon-border trade barriers. |
| 3 | Sectoral Insights: Transport | Covered alongside power and industry as one of the three sectors making up roughly 80% of the energy transition's scope. |
| 4 | Sectoral Insights: Industry | Steel, cement, and aluminium demand keeps rising even with demand management; fossil fuels remain roughly a quarter of industry energy consumption even in 2070, managed via CCUS and other technologies. |
| 5 | Sectoral Insights: Buildings | 86% of 2070's building floor space doesn't exist yet; commercial floor space could grow 4–7x and residential demand could double, with air-conditioner ownership rising from ~10% today to over 80% by 2070. |
| 6 | Sectoral Insights: Agriculture | India's largest employer and a two-way climate actor (source of emissions and casualty of them); the recommended sequencing prioritises resource efficiency (micro-irrigation, fertiliser optimisation) before large-scale energy substitution. |
| 7 | Sectoral Insights: Power | Non-fossil generation expands to 80–85% of the mix by 2070 via renewables, storage, nuclear, and green hydrogen — but coal consumption in absolute terms keeps rising until 2047 even inside this pathway, to maintain grid reliability. |
| 8 | Sectoral Insights: Waste | Universal door-to-door collection and 100% wastewater treatment targeted by 2047; bio-methanation and waste-to-energy routes convert waste into Bio-CNG, compost, and reusable water. |
| 9 | Financing Needs | $22.7 trillion in cumulative investment required by 2070 under the Net Zero scenario, with a $6.5 trillion gap that domestic sources alone cannot close. |
| 10 | Critical Mineral Assessment: Demand and Supply | Critical-mineral imports likely rise, but the accompanying decline in fossil-fuel imports is projected to be significantly larger — a net improvement in energy security, not a new dependency trading one for another. |
| 11 | Social Implications of Transition | Frames the transition as a human-centred project, not just a technical one — covering land use, employment and migration shifts, air-quality health gains, and the roughly 40% of Indian districts already facing high climate risk. |
Summaries are this piece's own condensation of PIB's release-day coverage of each report; they are not verbatim excerpts from the reports themselves, which this piece did not read in full.
The line every scenario agrees on: coal goes up before it comes down
The single most quoted finding from the entire exercise is also the least comfortable one for a simple decarbonisation narrative: India's coal consumption will continue to rise until 2047, in absolute terms, even inside the scenario that reaches Net Zero by 2070. Subrahmanyam stated this plainly at the release event: "India's coal consumption will go up till 2047 even as energy intensity decreases and efficiency goes up, while meeting Net Zero goals." The reconciliation is that coal's share of the power mix falls sharply (to the 15–20% implied by an 80–85% non-fossil target) while absolute demand growth — driven by the 85% of India's built environment and appliance stock that doesn't exist yet — still pushes total coal-fired output higher for another two decades, with coal retained specifically for grid reliability during periods of low renewable generation.
Where CCUS fits: the technology for the quarter of industry that can't electrify
Carbon Capture, Utilisation and Storage is the specific technology the scenarios (and DST's own separate programming) point to for the sectors electrification can't fully reach — the roughly one-quarter of industrial energy consumption the sectoral-insights report on industry expects to remain fossil-based even in 2070. DST's own R&D roadmap, launched on 2 December 2025 by Principal Scientific Adviser Prof. Ajay Kumar Sood, frames CCUS as "a core technological pillar essential for decarbonizing sectors where viable alternatives are limited," built on nearly seven years of DST-supported CCUS work and the input of a High-Level Task Force chaired by Dr Ashish Lele (CSIR-National Chemical Laboratory). The roadmap's own framing names Power, Cement, and Steel as DST's primary hard-to-abate focus for translational R&D test-beds.
That R&D work is already running at named sites, not just on paper. On National Technology Day, 11 May 2025, DST handed out grants for five Carbon Capture and Utilisation (CCU) test-beds specifically in the cement sector, each pairing a research institution with a cement manufacturer under a public-private partnership: a National Council for Cement and Building Materials pilot at Ballabhgarh, Haryana with JK Cement (targeting 2 tonnes of CO₂ a day via oxygen-enhanced calcination, converted into lightweight concrete blocks and olefins); IIT Kanpur with JSW Cement on carbon-negative mineralisation; IIT Bombay with Dalmia Cement on catalyst-driven capture installed at an actual working plant; a CSIR-IIP/IIT Tirupati/IISc consortium with JSW Cement on Vacuum Swing Adsorption; and IIT Madras with BITS Pilani Goa and UltraTech Cement on further carbon-lowering interventions. This is a cement-specific cluster, not a one-testbed-per-hard-to-abate-sector programme — a nuance some secondary coverage of DST's CCUS push has blurred.
The financial commitment scaled up considerably in the most recent Union Budget. Budget 2026-27, presented 1 February 2026, proposed ₹20,000 crore over the next five years for CCUS technologies to reach higher end-use readiness across five industrial sectors: Power, Steel, Cement, Refineries, and Chemicals — a considerably larger and more specific commitment than DST's own December 2025 roadmap release described on its own. Separately, academic estimates (an IIT Bombay-led assessment cited in industry literature) put India's total theoretical geological CO₂ storage capacity in the range of 400–600-plus gigatonnes, spread across saline aquifers and basalt formations such as the Deccan and Rajmahal Traps — a figure this piece could not confirm was ever stated by DST or in a PIB release specifically, and treats as an independent academic estimate rather than an official government figure.
Checking the master Budget documents directly confirms the line item's exact wording and gives it a name this piece did not have before. PIB's own "Highlights of Union Budget 2026-27" states, under the theme "Ensuring long term energy security and stability": "An outlay of ₹20,000 crore over the next 5 years, announced for Carbon Capture Utilization and Storage (CCUS) technologies." Separately, Petroleum Minister Hardeep Singh Puri, summing up the Budget in his own PIB-recorded remarks, referred to it explicitly as the "₹20,000 crore CCUS Mission" — the first primary-sourced confirmation this piece has found that the outlay carries Mission-level branding, in the same institutional family as the National Green Hydrogen Mission or the National Coal Gasification Mission. Beyond the PIB record, trade-press reporting (not independently confirmed by this piece against a further PIB release) describes the scheme as having cleared the Expenditure Finance Committee at a slightly reduced ₹19,700 crore, structured as viability-gap funding intended to catalyse a further ₹17,800 crore in private co-investment, targeting 7 million tonnes a year of capture capacity, with ₹2,500 crore carved out specifically for an R&D Innovation Fund. The Ministry of Power's nodal role is itself independently confirmed: Secretary Pankaj Agarwal told a 16 January 2025 NITI Aayog workshop on CCUS in the cement sector that "the ministry is working on preparing the CCUS Mission"; Cabinet approval was reportedly being targeted for around July 2026. This piece grades all of that secondary-sourced detail moderate, not strong, and flags it as unconfirmed by a PIB release it could locate directly.
The single most useful check this piece ran, though, was against India's own official climate strategy document rather than any news report. India's Long-Term Low-Carbon Development Strategy (LT-LEDS), submitted to the UNFCCC by MoEFCC in 2022, devotes a full section to exactly this technology — and its assessment reads nothing like the confidence behind a 2026 Mission-branded, ₹20,000 crore budget line. The LT-LEDS states plainly: "The economic and political feasibility of CCUS is highly uncertain," that "the CCUS technology at present is not matured and India can take up only demonstration projects at this stage to assess the viability of the proposed solutions," and that "retrofitting of existing thermal power generating units for CCUS implementation is not a viable option, until the technology is cost effective and less energy intensive." The same section notes that "few countries have mentioned CCUS in their NDC thus far" and that India "requires considerable climate finance and technology transfer with effective international collaboration to enter this arena." That was the government's own assessment four years before the same government named a ₹20,000 crore Mission after the technology. This piece cannot resolve whether CCUS genuinely matured that quickly between 2022 and 2026, or whether policy commitment has run ahead of the technology-readiness assessment India's own strategy document made — it flags the gap rather than picking a side.
For scale, the International Energy Agency's Net Zero by 2050 roadmap puts a number on what CCUS needs to do globally to matter for climate goals: capture capacity scaling to roughly 1 gigatonne of CO₂ a year by 2030 and 5.2 gigatonnes a year by 2050 — a scale-up the IEA itself frames as requiring the equivalent of ten new large CCUS facilities commissioned every month from 2030 onward, and even at that scale, CCUS is projected to contribute a supporting role, with renewables, electrification, and efficiency together accounting for the large majority of emissions reductions in the IEA's own pathway. Against that global benchmark, the secondary-sourced 7 million-tonne-a-year target reportedly attached to India's own scheme is a small fraction (roughly 0.7%) of the IEA's 2030 global figure — not a criticism of India's programme specifically, since no single country's scheme should be expected to match a global total, but a useful sense of scale for a number that otherwise sounds abstract.
The commitments these scenarios sit underneath
Six weeks after the scenario reports, the Union Cabinet approved India's next formal climate commitment to the UNFCCC: the Nationally Determined Contribution (NDC) for 2031-2035, on 25 March 2026. It raises ambition on every metric India had previously set, each already met ahead of its original schedule — the 2015 NDC's 33-35% emissions-intensity-reduction target and 40% non-fossil-capacity target were both achieved years early (in February 2026, non-fossil capacity had already reached 52.57%). The new targets: a 47% cut in GDP emissions intensity by 2035 (from a 2005 base, up from 36% actually achieved by 2020), 60% non-fossil-fuel-based installed power capacity by 2035 (up from the earlier 40% target), and a carbon sink of 3.5-4.0 billion tonnes of CO₂ equivalent through forest and tree cover by 2035 (against 2.29 billion tonnes already achieved by 2021). India's own framing, per the Cabinet's release, ties this explicitly to a "consistent track record of delivering on climate action" ahead of schedule — the same confidence NITI Aayog's scenario exercise leans on when it concludes Viksit Bharat 2047 is "achievable in all scenarios."
The financing and adaptation picture underneath the headline numbers
The $6.5 trillion financing gap NITI Aayog's Vol. 9 report identifies sits inside a wider, already-documented shortfall. The Economic Survey 2024-25, tabled 31 January 2025, noted that the New Collective Quantified Goal agreed at COP29 — a $300 billion-a-year climate-finance mobilisation target by 2035 — is "a fraction of the estimated requirement of USD 5.1-6.8 trillion by 2030" for developing countries collectively, a burden the Survey argues falls disproportionately on nations that did not historically cause the crisis. The same Survey flagged India's National Adaptation Plan as still in preparation, and pointed to concrete near-term adaptation measures already under way: coastal mangrove restoration and cyclone early-warning systems, Himalayan glacier monitoring, and incremental building-code updates (the Economic Survey specifically floated adding vertical-garden/living-wall guidelines to the Energy Conservation and Sustainable Building Code to counter urban heat-island effects). Advanced Ultra Super Critical coal technology and nuclear power both appear in the Survey as bridging technologies for a "smoother transition" rather than as contradictions of the Net Zero goal.
Sources and caveats
DST's National Mission on Strategic Knowledge for Climate Change and National Mission for Sustaining the Himalayan Ecosystem (NAPCC's eight missions, DST's coordination of two of them, NMSKCC's stated rationale and modelling objectives) are drawn directly from DST's own Climate Change Programme page (dst.gov.in/climate-change-programme), a primary source — graded strong. The eleven NITI Aayog scenario reports (titles, release dates of 9-10 February 2026, the ten inter-ministerial working groups, and the volume-by-volume findings summarised in the table above) are drawn from two PIB releases read directly: "NITI Aayog Releases Study Reports on Scenarios Towards Viksit Bharat and Net Zero" (Release ID 2225617, covering Vols 1, 2, and 9, posted 9 February 2026) and the companion release covering the final four volumes (Release ID 2226683, covering Vols 5, 6, 8, and 11, posted 11 February 2026) — both graded strong as primary sources read directly. Volume titles and headline figures for Vols 3, 4, 7, and 10 (Transport, Industry, Power, and Critical Minerals) were not found in a PIB release this piece could access directly and are instead drawn from secondary aggregation of a search across niti.gov.in's own hosted PDF filenames and trade-press summaries (South Asian Herald, IBEF, DD News, The CSR Universe) describing the same findings consistently — graded moderate for these four volumes specifically. The coal-rises-till-2047 finding and Subrahmanyam's five-step summary are drawn directly from his quoted remarks in PIB Release ID 2225617. India's NDC for 2031-2035 (Cabinet approval 25 March 2026; the 47% emissions-intensity target; the 60% non-fossil-capacity target; the 3.5-4.0 billion tonne carbon-sink target; the prior 2015 NDC's targets and their early achievement; the 52.57% non-fossil capacity figure as of February 2026) is drawn directly from PIB Release ID 2245209, a primary Cabinet press release — graded strong. DST's CCUS R&D roadmap (2 December 2025 launch; Prof. Ajay Kumar Sood's and Prof. Abhay Karandikar's remarks; the Power/Cement/Steel test-bed focus; the seven-years-of-DST-CCUS-work framing; the High-Level Task Force under Dr Ashish Lele) is drawn directly from PIB Release ID 2198607 — graded strong. The five cement-sector CCU test-beds (11 May 2025 grant announcement; the named institution-and-company pairings at Ballabhgarh/JK Cement, IIT Kanpur/JSW Cement, IIT Bombay/Dalmia Cement, the CSIR-IIP/IIT Tirupati/IISc/JSW Cement consortium, and IIT Madras/BITS Pilani Goa/UltraTech Cement) are drawn directly from PIB Release ID 2128620 — graded strong. The Budget 2026-27 CCUS outlay (₹20,000 crore over five years; the five named sectors of Power, Steel, Cement, Refineries, and Chemicals; the three-new-chemical-parks context) is drawn directly from PIB Release ID 2221676 — graded strong. The academic CO₂ storage-capacity estimate (400-600+ gigatonnes, IIT Bombay-led, saline aquifers and Deccan/Rajmahal basalt traps) is drawn from industry and research literature (Global CCS Institute, CEEW, ScienceDirect-indexed research) rather than a government release — graded moderate, and explicitly flagged in the caveat box above as not government-confirmed. The Economic Survey 2024-25 climate chapter (NCQG's $300 billion/year target versus the $5.1-6.8 trillion actual requirement by 2030; the National Adaptation Plan's in-progress status; AUSC coal technology; nuclear energy framing; vertical-garden/ECSBC proposals; the 46.8% non-fossil capacity figure as of November 2024) is drawn directly from PIB Release ID 2097862 — graded strong. The exact Budget-highlights wording on the CCUS outlay is drawn directly from PIB's "Highlights of Union Budget 2026-27" (Release ID 2221455) — graded strong. The "₹20,000 crore CCUS Mission" naming is drawn directly from Petroleum Minister Hardeep Singh Puri's own recorded remarks in PIB's "Union Budget 2026-27 Reflects Confidence of a Strong, Resilient and Fast-Growing India" (Release ID 2224893) — graded strong. The Ministry of Power's nodal role is confirmed directly via Secretary Pankaj Agarwal's remarks recorded in PIB's "NITI Aayog Organizes Workshop on Carbon Capture, Utilization, and Storage (CCUS) in the Indian Cement Sector" (Release ID 2093760, 17 January 2025) — graded strong. The remaining secondary-sourced scheme-design detail (the ₹19,700 crore EFC-cleared figure, the viability-gap structure, the ₹17,800 crore private co-investment target, the 7 MTPA capture target, the ₹2,500 crore R&D Innovation Fund carve-out, and the ~July 2026 Cabinet-approval target) is drawn from trade-press coverage (Down To Earth, PSU Watch, Discovery Alert, Climatora, ESGNews.earth, Goodreturns) describing the same Expenditure Finance Committee clearance consistently, but this piece could not locate a PIB release confirming any of it directly — graded moderate throughout, and explicitly flagged as such in the caveat box above. India's Long-Term Low-Carbon Development Strategy (LT-LEDS), submitted to the UNFCCC by MoEFCC in 2022, and its Section 2.5 assessment of CCUS as not yet mature, only fit for demonstration-scale projects, and requiring international climate finance and technology transfer, are drawn directly from the document's own text (India_LTLEDS.pdf, MoEFCC, 2022) — graded strong as a primary government document read directly. The IEA Net Zero by 2050 global CCUS benchmarks (1 gigatonne/year capture capacity needed by 2030, 5.2 gigatonnes/year by 2050, ten large facilities a month from 2030, and CCUS's supporting-role framing relative to renewables/electrification/efficiency) are drawn from IEA's own Net Zero by 2050 roadmap as summarised by CarbonHerald and cross-checked against IEA's own report-summary page (iea.org/reports/net-zero-by-2050) — graded strong. This article does not recommend any investment, business, or policy decision; nothing here is investment, policy, or scientific advice.
About this article: Researched, written and edited by Umashankar Triplicane Dwarakanathan, with AI research assistance; every figure is meant to trace to the primary source cited. See the Editorial Policy for how sourcing, AI use and corrections work.