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 Surg, 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 longterm competitiveness and resilience through the energy transition.
Releasing the Shell Scenario Sketch, Mansi Madan Tripathy, Senior Vice President, Shell Lubricants, APAC & Chairperson, Shell Group of Companies in India, said, “India stands at a defining moment in its energy transition. As demand rises alongside economic growth, both the challenge and the opportunity lie in strengthening energy security and resilience while advancing affordability and decarbonisation. The India Sketch is intended to broaden perspectives and support informed, system-level decision-making. By exploring multiple possible futures, we aim to contribute to building a more resilient, competitive, inclusive and net-zero-aligned energy system for the country. As a long-term and trusted partner, Shell remains committed to delivering reliable, affordable and innovative energy solutions for India.”
Sharing further insights on the report, Mallika Ishwaran, Chief Economist, Shell, said, “India’s energy demand is accelerating and meeting it strategically and securely will require decisive choices and long-term vision. Our new Shell Scenarios Sketch, ‘India’s energy transition in a security focused age’, provides a structured view of those choices through three scenarios: Archipelagos, Surge and Horizon, shaped by geopolitics, digitalisation, and climate imperatives. By mapping these futures, we aim to help policymakers and businesses navigate uncertainty and strengthen India’s energy resilience in the decades ahead.”
