UPSC MainsGENERAL-STUDIES-PAPER-II202515 Marks250 Words
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Q19.

Integrating Energy Security with India's Foreign Policy

"Energy security constitutes the dominant kingpin of India's foreign policy, and is linked with India's overarching influence in Middle Eastern countries.” How would you integrate energy security with India's foreign policy trajectories in the coming years?

How to Approach

The answer should begin by acknowledging India's significant dependence on energy imports, especially from the Middle East, and its implications for foreign policy. The body will then delineate a multi-pronged strategy for integrating energy security, focusing on diversification of sources, strategic partnerships beyond traditional suppliers, development of renewable energy, enhancement of strategic reserves, and securing maritime routes. Specific examples and initiatives like ISA, SPR, and various bilateral engagements should be included. The conclusion will summarize these trajectories and emphasize a balanced, sustainable approach.

Model Answer

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Introduction

India's burgeoning economy and developmental aspirations inextricably link its foreign policy to the imperative of energy security. As the world's third-largest energy consumer and a rapidly growing economy, India's reliance on energy imports, particularly crude oil and natural gas, remains substantial. The Middle East, with its vast hydrocarbon reserves, has historically been a critical pillar of this security, with Gulf Cooperation Council (GCC) countries meeting over 60% of India's crude oil and 70% of its natural gas import needs. This deep interdependence necessitates a sophisticated foreign policy approach that not only ensures stable supplies but also navigates complex geopolitical dynamics, regional rivalries, and the global energy transition.

Integrating Energy Security with India's Foreign Policy Trajectories

India's foreign policy in the coming years will need to dynamically integrate energy security through a combination of traditional and forward-looking strategies, balancing immediate needs with long-term sustainability goals.

1. Diversification of Sourcing and Suppliers

Reducing over-reliance on any single region is paramount. While the Middle East will remain crucial, India must actively pursue alternative sources:

  • Expanded Partnerships: Strengthen energy ties with non-Middle Eastern producers such as Russia, the United States, and African and Latin American countries. For instance, increased oil imports from Russia since 2022 demonstrate this diversification in response to global dynamics.
  • Long-Term Contracts: Secure long-term supply agreements with diverse global suppliers to ensure price stability and supply certainty, mitigating geopolitical risks.
  • Upstream Investments: Encourage Indian Public Sector Undertakings (PSUs) like ONGC Videsh to acquire stakes in oil and gas exploration and production blocks globally, including in regions beyond the Middle East, to gain direct access to resources.

2. Strengthening Strategic Petroleum Reserves (SPR)

Enhancing domestic storage capacity provides a crucial buffer against supply disruptions and price volatility:

  • Increased Capacity: Expedite the expansion of India's Strategic Petroleum Reserves. Currently, India has 5.33 Million Metric Tonnes (MMT) capacity at three locations, providing about 9.5 days of crude oil requirement (as per 2019-20 consumption). Phase II aims to add 6.5 MMT capacity at Chandikhol and Padur.
  • Commercial-cum-Strategic Model: Promote a Public-Private Partnership (PPP) model for new SPR facilities to involve industry in funding and management, reducing government expenditure while ensuring national security.

3. Accelerating the Green Energy Transition and Diplomacy

The global shift towards renewable energy offers a path to long-term energy independence and diplomatic leverage:

  • Ambitious Domestic Targets: India aims for 500 GW of renewable energy capacity by 2030, with 280 GW from solar. This reduces import dependence and strengthens India's negotiating position.
  • Renewable Energy Diplomacy:
    • International Solar Alliance (ISA): Leverage platforms like ISA to promote solar energy cooperation and technology transfer, positioning India as a leader in global energy transition.
    • Green Hydrogen: Actively pursue international collaborations and investments in green hydrogen production and infrastructure under the National Green Hydrogen Mission, targeting 5 MMT per annum by 2030.
    • Partnerships with Middle East: Engage Middle Eastern countries, which are also diversifying into renewables, for joint ventures in solar and wind projects, transforming the traditional buyer-seller relationship into a strategic partnership.

4. Securing Maritime Sea Lanes of Communication (SLOCs)

Given that a significant portion of India's energy imports transits through critical maritime chokepoints, safeguarding these routes is vital:

  • Naval Cooperation: Enhance maritime security cooperation with regional partners and major naval powers to ensure the safety of SLOCs, particularly through the Strait of Hormuz and the Strait of Malacca.
  • Regional Stability: India's foreign policy must continue to advocate for peace and stability in the Middle East and the Indian Ocean Region, as any conflict directly impacts energy flows.

5. Strategic Partnerships and Regional Connectivity

Engaging the Middle East beyond hydrocarbons to foster broader strategic alignment:

  • Comprehensive Economic Partnerships: Expand Free Trade Agreements (FTAs) and Comprehensive Economic Partnership Agreements (CEPAs) with GCC nations (e.g., India-UAE CEPA 2022) to deepen trade and investment beyond energy.
  • Connectivity Initiatives: Actively participate in and promote initiatives like the India-Middle East-Europe Economic Corridor (IMEC) to enhance trade, energy, and digital connectivity, creating new economic arteries.
  • Defence and Security Cooperation: Strengthen defence and security dialogues and exercises with Middle Eastern partners to address shared threats and contribute to regional stability.

By pursuing these integrated strategies, India can navigate the complexities of global energy markets, bolster its energy security, and enhance its geopolitical influence in the coming years.

Conclusion

Energy security will continue to be a cornerstone of India's foreign policy, especially given its projected highest energy demand growth globally by 2035. The future trajectory involves a nuanced approach: maintaining robust, yet diversified, engagement with traditional hydrocarbon suppliers in the Middle East while aggressively pivoting towards renewable energy sources. This strategy, underpinned by enhanced strategic reserves, maritime security, and strategic economic partnerships, will not only ensure a stable and affordable energy supply but also elevate India's global stature as a responsible power committed to sustainable development and climate action. This dynamic integration will allow India to convert energy vulnerabilities into opportunities for enhanced geopolitical influence and long-term resilience.

Answer Length

This is a comprehensive model answer for learning purposes and may exceed the word limit. In the exam, always adhere to the prescribed word count.

Additional Resources

Key Definitions

Energy Security
Energy security refers to the uninterrupted availability of energy sources at an affordable price. For a nation, it encompasses securing reliable access to energy resources (like oil, gas, coal, and renewable energy) to fuel its economy, ensure national defense, and maintain the well-being of its citizens.
Strategic Petroleum Reserves (SPR)
Strategic Petroleum Reserves are government-owned stockpiles of crude oil intended to be used in an energy crisis to mitigate disruptions to the global oil supply. These reserves provide a buffer against sudden supply shocks or price volatility.

Key Statistics

India is the world's third-largest consumer of oil and is projected to have the highest energy demand growth globally by 2035. (International Energy Agency, 2025)

Source: International Energy Agency (IEA)

GCC countries collectively meet over 60% of India's crude oil and 70% of its natural gas import needs. However, India's oil imports from GCC dropped to 55% in 2022-23 as India increased imports of discounted Russian oil. (Drishti IAS, 2025; PWOnlyIAS, 2025)

Source: Drishti IAS, PWOnlyIAS

Examples

Diversification of Oil Imports

India's crude oil imports from Russia surged from less than 1% before 2022 to approximately 37% in 2024, demonstrating a strategic pivot to diversify its energy sources amidst global geopolitical shifts and discounted prices. India continues to import significantly from Iraq (21%) and Saudi Arabia (16-18%).

India-UAE Comprehensive Economic Partnership Agreement (CEPA)

Signed in 2022, the India-UAE CEPA significantly boosted bilateral trade and investment beyond traditional energy deals, expanding cooperation into areas like renewable energy, food processing, and technology, thereby deepening the strategic partnership.

Frequently Asked Questions

What role does the Strait of Hormuz play in India's energy security?

The Strait of Hormuz is a critical maritime chokepoint through which more than two-thirds of India's oil imports and nearly 50% of its LNG imports pass. Any disruption in this strait, due to geopolitical instability, can severely impact India's energy supply and economy.

Topics Covered

International RelationsIndia's Foreign PolicyEnergy SecurityEnergy SecurityForeign PolicyMiddle EastIndia's InfluenceStrategic Integration