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Zooming Out: Pakistan’s Upstream Is Quietly Improving
Biltang-1 does not stand alone.
Recent confirmations include:
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PPL’s unconventional gas discovery at Lal X-1, Kandhkot
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OGDCL’s oil & gas discovery at Baragzai X-01 (Slant)
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Multiple TAL Block successes across 2025
None of these alone solve Pakistan’s energy crisis.
Together, they signal something far more important:
Improving exploration and drilling success rates.
That is how import bills fall—not overnight, but structurally.
Where Renewables Fit Into This Story
None of this contradicts the energy transition.
Pakistan must:
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Expand solar and wind aggressively
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Improve grid storage and dispatch
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Reduce oil import exposure
But transitions fail when baseload realities are ignored.
Gas remains the bridge fuel—and domestic gas is vastly superior to imported LNG in cost, security, and FX impact.
This is not either/or.
It is sequencing.
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