The Grid Is Up 8% From Last Year as Solar Hits a 4-Year Low

Pakistan’s power sector continues to evolve — but December 2025 delivered an unexpected signal. At a time when the national grid has been steadily losing ground to distributed energy, electricity generation rose sharply in December, marking the strongest December performance since 2021. Month-on-month and year-on-year output both increased, reversing the usual seasonal slowdown and raising important questions about what’s really happening inside the grid. At the same time, Pakistan experienced a rare contrast in its energy transition. While 2025 has been the country’s strongest year ever for solar imports, import values slowed sharply toward the end of the year, suggesting a pause driven not by collapsing demand, but by inventory digestion and changing market dynamics. In PowerPlay: December 2025, we break down Pakistan’s latest power generation data and connect it to broader shifts across industry, policy, and energy systems. From changes in fuel mix and generation costs to slowing circular debt accumulation and improving operational discipline, this episode looks at how the grid is adapting — even as parallel energy systems continue to expand. We also take you inside Pakistan’s industrial energy transition, with a closer look at how large manufacturers are using captive renewable energy and energy management systems to reduce exposure to grid volatility and gas constraints. This episode explains: •⁠ ⁠What drove the rise in electricity generation in December 2025 •⁠ ⁠Why this December broke seasonal patterns •⁠ ⁠How changes in fuel mix shaped generation costs •⁠ ⁠What recent circular debt numbers are signaling •⁠ ⁠Why solar had its best year and a year-end slowdown at the same time •⁠ ⁠How industrial energy strategies are reshaping demand •⁠ ⁠Why the grid is still relevant in a decentralized energy future PowerPlay is a Pakistan & Counting series focused on energy economics, system design, and the decisions shaping Pakistan’s power future. This episode is supported by REON Energy, working with industries across Pakistan to design, manage, and optimize modern energy systems. Thank you to Optimus Capital for supporting research on this report Follow Reon Energy on: Website: https://reonenergy.com/ Youtube: https://youtube.com/@reonenergylimited?si=_xpaArCtYBveQvRI IG: https://www.instagram.com/reonenergy?igsh=cHlyaWZ1OG1xNHJv LI: https://pk.linkedin.com/company/reonenergy 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/ #fypシ #fypシ゚viral