Critically analyse the strategic opportunities and risks of transnational power-grid links for India's energy security.
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Transnational grid links are high-voltage lines that join the power systems of two or more countries. One Sun One World One Grid (OSOWOG) is India's plan for such links. The proposed India–Saudi Arabia interconnection, whose progress was reviewed in October 2026, is its leading Gulf project [1]. These links can strengthen energy security, but only if their risks are planned for from the start.
Strategic opportunities
- Balancing renewables across time zones: The 2023 India–Saudi MoU provides for exchanging electricity during peak hours and emergencies [2]. Saudi solar plants can help meet India's evening peak after Indian solar output falls.
- Emergency back-up: A second, independent grid can supply power during outages or supply shocks at home.
- From buyer to partner: Saudi Arabia has asked India for cooperation on Extra High Voltage (EHV) transmission, grid codes, renewable integration and data-centre demand [1]. India gains influence as a provider of technical know-how, not only as an oil importer.
- Wider clean-energy agenda: The MoU also covers joint production of green hydrogen and secure supply chains [2]. This supports the National Green Hydrogen Mission.
- Regional connectivity: The Saudi and UAE links are planned together under OSOWOG [3]. This deepens India's West Asia policy.
Strategic risks
- Physical vulnerability: An undersea cable across the Arabian Sea passes through a volatile region. It is hard to repair and exposed to sabotage.
- Geopolitical leverage: A partner government could cut the power flow during a dispute. Security would then turn into dependence.
- Cost and viability: The capital cost is high, and neither cost-sharing nor tariffs have been settled. The link is still only "proposed" three years after the MoU [1][2].
- Technical contagion: If the two grids' technical rules (grid codes) do not match, a fault in one system can spread to the other [1].
- Opportunity cost: The same money could pay for battery and pumped storage at home, which no foreign government can switch off.
Verdict: The opportunities outweigh the risks, as long as these links add to India's own capacity and do not replace it.
Grid links should be a hedge, not a crutch. India should first align grid codes, plan the Gulf links as one package so that one can run while the other is repaired, and draw on multilateral expertise such as the World Bank's Middle East–Africa interconnection work [4]. Each link's share of peak demand should stay modest. Built this way, OSOWOG can advance both India's energy security and SDG 7 (affordable and clean energy).
Sources
- 1PIB: India and Saudi Arabia Discuss the bilateral Electrical Interconnection Initiative, Ministry of Power, 19 Oct 2026 (Release ID 2325257)"proposed" status; Saudi requests on EHV, grid codes, renewable integration and data centres
- 2PIB: India and Saudi Arabia sign MoU in Electrical Interconnections, Green/Clean Hydrogen and Supply Chains, Oct 2023 (Release ID 1965771)power exchange at peak times and in emergencies; green hydrogen co-production; supply chains
- 3PIB backgrounder, June 2025: grid cooperation agreements with Saudi Arabia and UAE under OSOWOGSaudi and UAE links planned together under OSOWOG
- 4PIB: Conference on Transnational Grid Interconnections for One Sun, One World, One Grid, New Delhi, Sept 2023 (Release ID 1955243)World Bank's Middle East–Africa view of grid interconnection