India is significantly expanding its coal infrastructure and fossil fuel reliance, contradicting earlier net zero commitments. The country plans to increase coal-power capacity by 46 percent by 2035 and has pushed its net zero target to 2070. Meanwhile, U.S.-India energy trade has surged to nearly 14 billion dollars in fiscal year 2025, driven by liquified natural gas and crude oil exports. Industry analysts now project coal peak generation in India will occur in the early 2040s rather than the 2030s. This shift reflects a broader global pattern where major corporations and governments are abandoning climate pledges in favor of securing long-term fossil fuel supplies, acknowledging that hydrocarbons remain essential to modern economic development and energy security.
