From Gas to Electricity: Rethinking Hot Water in Pakistan

Pakistan has nearly 38 million households but only 16 million have a gas connection. At the same time, electricity access now covers 84% of homes, grid capacity is underutilized in winter, and rooftop solar is spreading rapidly. Yet hot water in Pakistan still depends largely on gas — a resource that is becoming scarcer, more expensive, and fiscally unsustainable. In this episode of Unlocking Growth, we unpack what this shift means — and why electric geysers could become a major import-substitution and manufacturing opportunity for Pakistan: •⁠ ⁠Why gas availability is shrinking — and tariffs are rising •⁠ ⁠How excess winter electricity and solar are changing household economics •⁠ ⁠The global electric geyser market ($31.8B → $49.9B) and Pakistan’s small local base •⁠ ⁠Why electric geysers are cheaper, faster, and far more energy-efficient than gas •⁠ ⁠Pakistan’s current import dependence (67%) and local manufacturing gap •⁠ ⁠Cost comparisons: gas vs electric geysers — capex, efficiency, and heating time •⁠ ⁠Local brands, component localization, and why scale hasn’t arrived yet •⁠ ⁠Manufacturing unit economics: assembly, hybrid, and premium automated setups •⁠ ⁠CAPEX ranges, margins, OPEX breakdown, and realistic ROI timelines •⁠ ⁠Who is best positioned to enter — manufacturers, brands, and importers This episode looks beyond appliances — and explains how energy policy, solar adoption, and manufacturing economics are converging to unlock a real opportunity. If you’re exploring electric geyser manufacturing or import substitution as a serious business, we’ve created paid, in-depth resources: 📊 Download the detailed slide deck (manufacturing models, CAPEX tiers, margins, localization roadmap) 👉 Download: https://pakistanandcounting.com/resources 🎓 Sign up for our webinar to hear directly from industry experts and operators, with live Q&A 👉 Sign-up: https://pakistanandcounting.com/events/ These resources are paid and designed to offer deeper, more practical guidance for anyone exploring the business seriously. This episode is supported by Engro Holdings, Pakistan’s leading investment holding company, with investments across food & agriculture, energy, gas infrastructure, petrochemicals, and digital platforms — focused on scalable solutions to large-scale national challenges. Follow Pakistan & Counting on: X: https://x.com/PakAndCounting FB: https://www.facebook.com/PakistanAndCounting IG: https://www.instagram.com/pakistanandcounting/ Tiktok: https://www.tiktok.com/@pakistanandcounting?_t=8rbVjlJIYOw&_r=1 LI: https://www.linkedin.com/company/pakistan-and-counting/