Dil ki Baat · May 9, 2026 · 21:29
The 200-unit subsidy is ending. Blame the IPPs, not the poor.
Pakistan agreed to end its 200-unit electricity subsidy by 2027. Muzamil argues the outrage is aimed at the wrong target.
4 min read
Ending the 200-unit subsidy
Pakistan has agreed with the IMF to end, by January 2027, the subsidy on the first 200 units of electricity. Muzamil calls this “a bada important ek step” because roughly 86% of the country’s electricity consumers use less than 200 units a month, meaning the vast majority of the country has been paying a subsidized rate for power. He states it plainly: “Poora Pakistan effectively subsidy ke upar chal raha hai,” the whole of Pakistan is effectively running on subsidy.
The populist outrage misses the math
Muzamil says the immediate reaction to the news was predictable: people arguing the government is punishing the poor while protecting free electricity units for its own employees. He doesn’t dismiss the concern, but he does the arithmetic. Even accounting for every government employee who still receives free or discounted units, that group is a small slice of consumption next to the 84-86% of the population receiving a subsidized rate. The subsidy isn’t a rounding error being defended by a few insiders, it’s the base case for the entire country, funded either through taxes on the salaried class or through borrowed money that eventually has to be repaid. As he puts it, “It’s not free money.”
What the Prophet said about fixing prices
Rather than argue from pure economics, Muzamil opens with a hadith he says is rarely taught, cited across Sunan Abi Dawood, Jami at-Tirmidhi, and Sunan Ibn-e-Majah, and verified by scholars including Sheikh Muhammad Nasiruddin al-Albani. In it, people ask the Prophet to fix prices that had risen sharply. His reported response: “Indeed, Allah is the One who fixes prices, who takes and gives, withholds and provides lavishly, and He is the Provider, and I hope that when I meet Allah, none of you will have any claim against me for any injustice regarding blood and property.” Muzamil reads this as a scholarly consensus that the state cannot arbitrarily fix prices, prices move with natural fluctuation, with one exception: when a market is being deliberately manipulated, the response is to go after the manipulation, not to impose a price ceiling. He extends the same logic to Pakistan’s DC-rate culture around food, arguing that price controls “has never worked” anywhere and that they produce an inefficient economy, because an economy runs on underlying productivity, not on the number printed on a receipt.
Blanket subsidies get gamed by people who don’t need them
Muzamil argues that a subsidy applied to everyone under 200 units, rather than targeted at people who are actually poor, invites abuse. He says he personally knows people, describing them as well-off, upper-middle-class households, who install two or three separate meters in one home specifically to keep each meter’s usage under the subsidized threshold. The mechanism designed to protect the poor ends up subsidizing people who don’t need it. His alternative: use the data Pakistan already collects, passport records, mobile and banking data, wallet transaction history, to identify genuinely poor households and send them cash directly, the same approach used for COVID relief and flood disbursements. Consumers would then pay the real cost of electricity and decide for themselves whether to conserve, install solar, or absorb the cost.
Free markets should cut both ways
This is where Muzamil separates his position from the government’s. He supports ending the consumer subsidy, but only if the same free-market logic is applied to the other side of the ledger: the independent power producers holding sovereign guarantees and dollar-pegged, take-or-pay contracts. He states it directly: “50% of the electricity cost today is actually capacity payment,” meaning half of what Pakistanis pay for power isn’t tied to electricity consumed at all. If the government is willing to renegotiate a subsidy that protects the poor, he argues, it should be equally willing to renegotiate contracts that protect wealthy local investors and industrial groups he names, including Sitara, Nishat, and Engro. Consumers face free-market discipline; IPPs, in his telling, do not.
The real elite capture
Muzamil widens the frame to argue that the loudest voices demanding price controls, he names Jamaat-e-Islami specifically, are aiming their criticism at the wrong target. The people who actually extract value from the system, he argues, are the industrialist-politicians and rent-seeking elite: agricultural landowners who classify unrelated income as tax-free farm income, and the LNG terminal deal tied to Shahid Khaqan Abbasi and Engro’s board, where a missing force majeure clause reportedly costs Pakistan roughly half a million dollars a day in payments to Qatar. Muzamil argues the blame belongs there, not with the household trying to keep its electricity bill under 200 units. He closes by naming himself, Muzamil Hasan Zaidi, signing off as always with an invitation to push back on his argument rather than simply react to it.
Full transcript
Salam-o-alaikum khawateen-o-hazraat, channel pe wapis aane ka bahut bahut shukriya. Ek aur dil ki baat ke sath aapki khidmat mein hazir hoon. Kal humne ek khabar ke upar ek discussion ki thi, aaj maine socha ek aur khabar aayi hai, IMF se related hai, to uske bare mein thodi discussion kar lein. Again, ek aur udta teer hai, to haath wahi rakhiyega, sun lijiyega ek dafa poori baat, mein keh kya raha hoon. Lekin khabar aapne dekhi hogi ke Pakistan ne IMF ke sath agree kar liya hai ke by December 2026, yani ke 1st of January 2027 forward, Pakistan jo jitne bhi 200 unit ke jo subsidy electricity ki deta hai, woh khatam kar dega. Yeh bada important ek step hai, kyunke Pakistan jo hai woh takreeban 86% jitne bhi hamare electricity ke sarifeen hain ya electricity ke jo hamare woh lage hue hain, meters lage hue hain, woh actually 200 unit se kam bijli istemaal karte hain, which means ke jo unko bijli ki cost padti hai, woh subsidized unko milti hai. Ab iske upar zahir hai ke immediate knee-jerk reaction logon ka yeh hai ke yaar dekho ghareeb aadmi ke sath zyadati kar rahe hain aur bahut saare mein comments padh raha tha, us pe log yeh baat kar rahe the ke you know aap government ke jo free ke units hain woh band kyun nahi karte aur WAPDA ke logon ko jo free ke units milte hain, woh kyun nahi band karte? Log sabse pehle to yeh realize nahi karte ke aap government ke tamam logon ko add bhi kar lein, although yeh bhi ek question mark hai, dekhna padega ke kis had tak free ke units mil rahe hain is time ke upar, kyunke multiple successive governments ne aake jo bijli ke units hain at least woh free ke dena band kar diye hain, woh different packages ke andar cash add kar lete hain, lekin woh bijli ke bills aapko technically pay karne padte hain. Lekin ho sakta hai ke kuch government ke logon ko phir bhi mil rahe hon. Agar aap un saaron ko bhi add kar lein na, to woh actually bahut ek chhoti si volume banti hai. Jo subsidy ki mad mein hum 84 ya 86% of sarifeen ko yeh jo subsidy de rahe hain, yeh volume bahut zyada hai. Poora Pakistan effectively subsidy ke upar chal raha hai. To zahir hai ke hamare paas jo Pakistan mein log hain, woh afford nahi kar sakte, I understand, jiski wajah se aapko subsidy deni padti hai. Aapne jo bijli apni rakhi hui hai, woh apne region ki one of the most expensive bijli hai, jo ke aap de rahe hain sarifeen ko aur phir us bijli ki cost ko poora karne ke liye basically government subsidy deti hai. Ab iske upar jo immediate populist response hai na woh yeh hai ke government pagal hai, government bilkul galat kar rahi hai, IMF jo hai woh aake government ko zaleel kar raha hai aur yeh ghareebon ka jo hai na subsidy aap khatam karke aapne amiron ko ayashi ki hui hai. Mein again yeh narrative bhi le sakta hoon, kyunke maine pichli video ke andar maine jo hai woh aake aapko bataya ke real estate ke andar kis tarike se amiron ka tax kam kiya ja raha hai aur ghareebon ke tax, ghareebon ko nichoda ja raha hai, salaried class ko nichoda ja raha hai, GST ki mad mein tax liye ja rahe hain continuously, kyunke IMF kehti hai tax ikatha karo. To isi tarike se ab IMF ne aake bola hai ke yaar yeh aap subsidy jo de rahe ho, yeh aapko sustainable nahi hai, to aap isko khatam karo. Government ne chup karke usko khatam kar liya. Multiple times jab government ke achhe initiatives hue hain, to maine unki tareef ki hai, multiple times jab government ne galat initiatives liye hain, maine unko call out kiya hai, jaisa ke maine pichli video mein call out kiya tha. Is video ke andar mein ek aur udta teer loonga aur mein aake is government ke initiative ki tareef karunga aur mein uski detail ke andar aapko bataunga ke kyun mein uski tareef kar raha hoon, lekin aapne tahammul se sunna hai. To sabse pehle to mein shuru karunga price control ke upar, kyunke yeh basically price control ka ek zariya hai ke yaar jo bechara ghareeb aadmi hai, uske liye aap price ko control kar lo. Pakistan mein price control mukhtalif cheezon ke upar hoti hai, food ke upar hamare DC rates hote hain poore muashre ke andar, jismein hum jo hai na kehte hain ke yaar nahi yaar, naan roti jo hai woh itne ki milegi, kela seb jo hai woh itne ka milega, aata itne ka milega, waghera waghera. Har shehar ke andar different DC rates chal rahe hote hain aur hamara popular narrative yahi hai ke yaar rates control hone chahiye. Government ka kaam hai ke woh rates control kare. Government kisi tarah aaye aur aake rates control kare. Achha rates control karna jo hai na woh ek socialist governments ke kaam hai aur woh historically agar aap economics padhenge to price controls has never worked. It actually ends up creating an inefficient economy aur overall jo maine aapko do teen din pehle ek economy ki equation batayi thi ke yaar economy ki equation paison pe nahi chalti, rupaye pe nahi chalti, woh underlying productivity pe chalti hai, woh chalti hai ke aapki energy ki production kitni zyada hai, aapke paas labor kitni available hai, aapke paas intelligence kitni zyada hai aur aapke paas raw material kitna available hai ya kitna aap raw material produce kar rahe hain. To agar aap produce hi kam kar rahe ho aur uske upar aap mazeed price ko control kar dete ho, to zahir hai ke usse overall market ko impact padta hai. Again iski depth mein mein jaunga, mein price control ke upar ek detail mein video agle hafte banaunga, jiske upar again maine bade unpopular opinions dene hain, lekin aap logon ko at least samjhana hai ke yeh jo mechanism hai of how price controls short term mein aapko feel good karati hain, but long term mein overall economy ko nuksan deti hain, to woh hum detail mein discuss karenge. But is had tak aapko samajhna chahiye ke price controls itself is inefficient. But more importantly kyunke zyada tar yeh jo log baat kar rahe hote hain, na samjhi mein kar rahe hote hain, koi agenda nahi hota, jo aam aadmi iske bare mein baat kar raha hai, woh bade religious type ke log hote hain. Khas kar agar humein Jamaat-e-Islami ka humein pata hai ke woh ek pressure cooker ki tarah political party hamesha istemaal hoti hai aur woh hamesha religion ka naam leti hai, to mein chahta hoon ke mein conversation start karoon with a hadith jo ke pata nahi kyun humein padhayi nahi jaati, humein bachpan se padhayi jaani chahiye thi. Economics, Islamic finance aur Islamic economics mein jab mein ghusa to mujhe badi mazedaar mazedaar cheezein mili, jismein se ek yeh hadith bhi mili. This is an authentic sahi hadith with multiple different references, yeh badi authentic consider ki jaati hai. Teen different books mein yeh available hai, Sunan Abi Dawood, Book 24, Book of Wages, Hadith 3451, Jamiat Tirmidhi, Book number 14, The Book on Business, Hadith 1314 aur Sunan Ibn-e-Majah, ab meri pronunciation itni achhi nahi hai, again mein koi religious scholar nahi hoon, but Book number 12, The Chapter on Business Transactions, Hadith number 2200. Grading iski jo hai woh it's an authentic sahi hadith and it has numerous different citations aur different jo classical aur contemporary scholars of hadith hain, most notably by Sheikh Muhammad Nasiruddin al-Albani, unhone isko iski verification ki hai from these books jo maine cite bhi ki hain. Ab yeh hadith hai kya? Narrated by Anas bin Malik, the people said, 'O Messenger of Allah, prices have shot up, so fix price for us.' Thereupon, the Messenger of Allah said, 'Indeed, Allah is the One who fixes prices, who takes and gives,' phir brackets mein withholds and provides lavishly, 'and He is the Provider, and I hope that when I meet Allah, none of you will have any claim against me for any injustice regarding blood and property.' Yeh to maine khair word for word padh diya kyunke you know koi log us pe mind na karein, but actually woh mafhoom kya hai? Log aaye Prophet Peace Be Upon Him ke paas aur unhone kaha ke ji prices badi expensive ho gayi hain, aap inko control karte hain. To Prophet Peace Be Upon Him ne respond kiya ke bhai mein prices ko control nahi kar sakta. Price control karne ka jo kaam hai woh Allah Taala ka hai. He is the one jo ke prices ko control karte hain. He is the one who decides ke kab cheezein mehengi hongi, sasti hongi aur woh decide karte hain ke kiske paas kam paisa hoga, kiske paas zyada paisa hoga. Aur sath hi unhone bola ke mein nahi chahta ke qayamat ke din koi aake mujhe accuse kare ke maine unke sath zyadati ki hai. To market, free market jo hai woh decide karegi price aur free market se murad unka basically yeh hai ke Allah Taala will define the price. Achha ab iska context jo ke particularly aapke scholars hain na jo usko bayan karte hain, woh yeh kehte hain ke ji state jo hai woh arbitrarily prices fix nahi kar sakti. Islamic philosophy ke andar prices jo hain woh natural fluctuation ke sath aati hain. Things can become expensive or cheap, it has to be defined by Allah's will. Koi bhi banda jo hai woh usko price control nahi kar sakta. Ismein unhone exceptions rakhi hui hain, exceptions unhone yeh rakhi hui hain ke jab market manipulate ho rahi ho, intentionally market ko manipulate karke prices ko aapne badhaya hua hai, to usmein aap price fix nahi karenge, aap jaake us manipulation ko dhoondhenge aur aap us manipulation ko khatam karenge. Yeh jo aspect hai na yeh bada zaroori hai kyunke modern Pakistan ki economy ke andar aaj tak hamara saara jo system hai woh lopsided hai and there is a lot to learn from Islamic finance on dealing with this problem. Hum kya karte hain? Hum yeh kehte hain ke yaar kyunke humein overall economy ka idea nahi hai, na hum apne aap ko educate karne ki koshish karte hain, hum populist naaron pe chalte hain. Hum kehte hain ke yaar bas kisi tarike se, I don't really care ke peeche price zyada hai, kam hai, I care ke mein us pe kitne paise de raha hoon. To beshak government jo hai woh qarz leke prices ko ghata de, lekin woh kam prices pe humein cheez available kare. Again food ki jab hum baat karte hain, uske bare mein mein poori video karunga, but the reason why hamara food jo hai, we have one of the lowest yields in the world, hamara farmer zaleel ho gaya hai, woh is wajah se kyunke hum shehriyon ko sasta anaaj dete hain on the backs of that farmer, jo mehnat kash hai, jo mazdoor hai, jo ke actual mein wealth create kar raha hai, jo cheezein produce kar raha hai, usse hum force karte hain ke woh sasti cheez beche taake hamara shehri jo hai, jisko hum kahein ke theek hai woh ghareeb hai, jo bhi hai, usko hum sasta maal bech sakein. Isi tarike se jab hum bijli ke overall power sector ki baat karte hain, to yeh 200 unit wali jo subsidy hai na, yeh to inteha se zyada choona hai kyunke log karte kya hain? Log ek ek ghar ke andar teen teen different woh laga lete hain meter aur woh 600 unit istemaal karne hote hain, woh pehle ek meter ke upar 200 unit istemaal karte hain, phir usko rok dete hain, phir woh dusre pe istemaal karte hain, phir teesre pe istemaal karte hain aur yeh mein bahut logon ko jaanta hoon aur yeh mere apne sath literally bade logon ne aake baat kar chuke hain pichle 10 saal ke andar ke woh ji unit jo hai na hum do different floors pe different units laga rahe hain kyunke woh jo hai ji subsidy out ho jayegi. Bade likhe log hain, paise wale log hain, chale middle class ya upper middle class log hain, woh apne hisab se jo hai ji baith ke usko divide kar rahe hain. Mein soch raha hoon yaar yeh to jo subsidy hai, yeh bechare poor to the poor ko milni chahiye. To again, jab aap blanket subsidy dete hain, to us pe choona lagne ke bahut saare chances hote hain aur phir log jo hai na phir woh jab unko pata hai ke yaar bijli sasti humein mil rahi hai, to woh phir maze mein usko istemaal karte hain. Government ki jo nayi regime hai, IMF yeh nahi keh raha ke aap ghareeb aadmi ko bilkul hi chhod dein, nayi regime yeh kehti hai, aap data driven tarike se identify karein ke kaun se gharane hain jinke halaat kharab hain genuinely, kyunke aapke paas bahut saara data aa raha hai, aapke paas passport ka data hai, aapke paas you know mobile phone ka data hai, aapke paas apps ka data hai, aapke paas bank accounts ka data hai, mobile wallets ka data hai, waghera waghera, different forms of data hai, jisse aap define kar sakte hain ke actual mein jo ek ghar hai ya ek khandan hai, uski actual fiscal situation hai kya aur uski basis ke upar aap define karein aur yeh humne pichle 5-8 saal mein multiple times use kiya, humne COVID ke upar paise disbursement ki, humne floods ke upar paise disbursement ki, jo hamare ghareeb tareen khandan hain, unko directly cash ki mad mein woh paisa chala jayega. Jo bijli ka rate hai, jisse aapki poori accounting out hui hui hai, kyunke aap 84% of your entire bijli aap jo hai na subsidy mein dete ho, to woh paisa koi aasman se to nahi utarta, woh paisa eventually aap ya to tax se ikatha karte ho, jo again aap middle class se saara salaried class se ikhatte kar rahe ho, ya aap woh paisa jaake qarz leke kar rahe ho, to woh paisa eventually humne wapis karna hai. It's not free money. What the IMF is saying is ke aap pehle sabse pehle energy markets ko free market karo. Free market ke andar jo actual price of energy hai, wahi price of energy bill hogi. Haan jo ghareeb tareen log hain unko aap cash direct hand out do, ab unke paas woh cash aa gaya hai. Ab woh beshak mahine ke 50 unit istemaal karein ya woh solar panel laga karke apni bijli consumption kam kar dein, woh apni bijli consumption ko khud se optimize karenge, lekin jo istemaal ho rahi hogi bijli, woh us bijli ke actual rate ke upar price denge. Ab yahan tak pehli baat aapne samajhni hai ke ji IMF aake free market encourage kar rahe hain aur free market jab bhi encourage hogi, woh islamicaly bhi achhi hai aur economics mein bhi jo aapko yeh socialist aur yeh people's party type jo hai na communist type log, woh aake 10 dafa bechenge ke yaar nahi nahi yeh jo hai na badi buri hoti hai aur free markets aur capitalism ne tabah kar diya, finance capitalism ne definitely tabah kiya, industrial capitalism jo ke kaafi had tak Islamic finance bhi industrial capitalism chala raha tha, historically pichle 100 saal mein industrial capitalism is the one which has actually given you growth, which has given you wealth creation, which has increased your standard of living. To humein free markets ki taraf jaana hai, across the board jaana hai. Ab hum energy ki baat karte hain. Dekhein aapko na jo mein keh raha tha na distract kiya jaata hai yeh karke ke dekho zara bechare ghareeb logon ko jo hai na aap subsidy de do, subsidy de do, jo ke aap subsidy de rahe hain, tax ke paise ko istemaal karke ya loan leke. Ab yahan par aap game dekhein jo ke amir aadmi aapke sath karta hai, by selling you this narrative taake aap apna aggression jo hai woh is taraf rakhein aur topon ka rukh unki taraf na aa jaye. Ab aapko jab mein keh raha hoon ke mujhe free market chahiye, to yes mujhe free market across the board chahiye, usmein definitely yeh bechare ghareeb logon ki jo ke subsidy hai woh chali jayegi aur unko government cash hand outs de degi dusre tarike se. Ab mujhe free market dusri taraf bhi chahiye, mujhe free market chahiye IPPs ke upar, jinko aapne ek faltu ki sovereign guarantee di hui hai aur woh aapke local investor hain aur woh choona laga ke aapko bechte hain ke woh ji woh agar aapne unki jo hai na muahidon ko revisit kar liya to investor bhaag jayega aur hamari to sovereign guarantee hai aur aisa ho jayega waisa ho jayega. Saare ke saare local industrialists hain, saare aapke Sitara Group hai, to Nishat Group hai, to Engro Group hai, to this group hai, that group hai. Free market karein na, open kar dein, khol dein, dekhein kitni demand supply hai, demand supply ke upar jo unko rate milta hai woh chala jayega. Aap jayein aur jaake dopahar ke andar jo solar hai, woh saara ka saara net metering ke andar dalein, dopahar ki price ke upar jo total bijli hai, woh saari ki saari gir jayegi. Khair hai, jo actual price hai woh phir consumer jaakar usko de. Hum kyun dollar pegged usko guaranteed take or pay ke muahidon mein baithe hue hain? Matlab aaj ki tareekh mein hum subsidy khatam kar sakte hain na, hum baith sakte hain, hum jaake keh sakte hain ke yaar yeh ghareeb aadmi ki subsidy hai, isko khatam karo. Hum jaake keh sakte hain ke solar ka humne muahida kiya tha tumhare sath, lekin woh solar ka muahida jo hai woh ab khatam ho raha hai, kyunke demand supply ke upar free market ka taqaza yeh hai ke tumhare jo hum tumhein solar ke paise de rahe hain uski demand nahi hai, to hum itne paise nahi de sakte. Aam investor, democratize investor ke sath to aap yeh karte ho, lekin the moment institutional investor ki baat aati hai, institutional investor se kya murad hai? Amir aadmi ka paisa. The moment woh aati hai na aapko bade bade IBA ke economists, aapko bade bade different jo hai na padhe likhe LUMS ke graduates aake aapko tamheedein baandhte hue milenge, jo middle management hai na Pakistan ki jo ke elites ko protect karne ke liye academic language istemaal karti hai aapko choona lagane ke liye, woh log aapko aake bolte hue milenge ke yaar woh dekho zara woh to sovereign guarantee hai, government ne kiya hua hai, capacity payment hai, 10 saal hain, 12 saal hain, 15 saal hain, har tarike se aapko ghumayenge, aaj tak kisi ko samajh hi nahi aayi ke yaar actual mein ho kya raha hai. 50% of the electricity cost today is actually capacity payment, 50%. Ab aap jaake muahidon ko bithayein, revisit karein, dande ke zor pe authoritarianism chal raha hai na, poori duniya mein chal raha hai, kaun sa international law chal raha hai, kaun sa system chal raha hai, to hum kyun nahi chala sakte bhai? Jayein jaake zara in saare amiron ko bithayein ikatha, unko ek hotel mein band karein, balki woh Saudiyon ki tarah aur phir unko baith ke bolein ke yaar ya to muahide cancel, tumhari assets zabt, jis tarike se hum ghareebon ke sath kar rahe hain aur agar tumhein naya muahida karna hai to free market mein aa jao, koi problem nahi hai, jitna istitaat hai consumer ki pay karne ki, uske hisab se demand and supply hogi aur demand and supply ke upar rate define ho jayega. Jitna paisa tumne party karni thi bana liya, 10, 12, 15 saal ke andar, behtareen zabardast, baqi ab mazeed paisa nahi ban sakta. Theek hai agar aapke koi international muahide hain na, aapne chale CPEC ki mad mein aapne thode bahut kar liye yeh woh, uska bhi figure out karein, woh bhi 2018 se lagna shuru hue the, 2028 ke baad waise hi woh taper off ho jayenge, lekin jo local aapke logon ne rent seeking party lagayi hui hai, unko to zara jaake set karein. Aap free market across the board karein na, aap jaake jo aapne faltu ki discos rakhi hui hain, unko aap privatize karein, uske upar jo hai na yeh jo siyasat karti hai aake Jamaat-e-Islami aur baqi log, aap yeh subsidy wali siyasat khatam karein. Aap jayein jaake free market, pehle to Islam kehta hai free market karein, free market karein, phir aap free market across the board allow karein aur uske upar agar price cost waqai zyada hai to chup karke usko accept karein, kyunke uske upar phir aap kuch pat nahi sakte. Lekin jo yeh wali baat hai ke yaar price zyada hai, government koi aasman se utre, karze le jaye bewakoofon ki tarah aur aake humein jo hai na saste mein woh subsidy de, jo ke Musharraf sahab ne CNG ki mad mein kiya, ke ji humein gaadiyon mein CNG chahiye, humein sasti gas chahiye. Oh bhai kyun chahiye sasti gas? Wohi gas aapka fertilizer bana sakti thi, productivity de sakti thi, wohi gas aapki factory mein jaake productivity de sakti thi. Nahi ji humein to apni na, woh mujhe yaad hai us zamane mein 2007-8 mein mein high school mein hota tha, woh mehrano mein ji CNG bharni hai aur ji saare ke saare ladkon ne lafantriyan maarne nikal jaana hai. Uske upar humne apni nation ka asasa jo gas thi woh zaya ki hai. To isi tarike se jab aap is tarah bijli ke upar subsidiyan lagwate hain, aap jo hai na loan le leke aap usko sasta karne ki koshish karte hain, aap price control karte hain, aap control nahi kar sakte ke aam aadmi usko kisi productive use mein istemaal kar raha hai ya usko zaya kar raha hai. Aap jab free market allow karte hain, that is when khud se jo hai na jo jo discipline hai, woh consumer discipline lekar aata hai kyunke usko actually paisa dena pad raha hota hai, to woh optimize karta hai. Agar ghareeb aadmi hai to woh ghareeb aadmi optimize karega, woh bijli jaate hue band karke jayega, usko pata hai ke yaar mein afford nahi kar sakta. And that is the wisdom in the Islamic finance as well, ke yaar optimization jo hai woh har node individually lekar aayega, aap control na karne ki koshish karein. Anyways, unpopular mera thoda sa opinion hai, chhoti si aaj ki yeh video thi, lekin yeh ke pehle to maine sabse pehle to kyunke IPPs ke bare mein mein aage bhi jaake bahut zyada bolunga, choona lag raha hai, continuously choona lag raha hai, energy ka Pakistan ka masla hai, Pakistan ki energy ke bare mein na koi discussion karna chahta hai, na koi usko sunna chahta hai. Masla saara bottom line energy hai, jab tak aapki jo 50-60 rupaye ki energy hai na woh 20-25 rupaye pe aaj ki economy ke hisab se nahi aayegi na, aap dedh rupaye ka kuch nahi kar sakte. Ab us energy ke problem ko solve kaise karna hai, usko localize karna hai, uske upar jo aap aam viewer hain na, you have to educate yourself. Aap yeh nahi kar sakte ke yaar pata nahi energy ka pata nahi kya masla hai, yeh hai woh hai, bas maine jo hai na jab bijli ke bill ke upar mein rounga aur mein uske baad kuch nahi karunga, yeh bijli ke bill ke upar jo rona hai, yeh aapko sirf aur sirf topon ka rukh ghumane ke liye hota hai, yeh government ko blame kar lo, isko blame kar lo, usko blame kar lo. Blame actually aapki ashrafiya hai, blame aapke industrialists hain, blame aapki woh rent seeking class hai, jo ke guaranteed rate of return le rahi hai, completely un-Islamic hai. Hum agar Jamaat-e-Islami ko genuinely apne topon ka rukh rakhna hai na to woh K-Electric ka masla nahi hai, unko topon ka rukh rakhna chahiye producers ke upar, jo aapke bade bade jitne bhi yeh saare ke saare politicians hain khas kar, jo industrialist wale politician hain na, Mufti Ismail sahab hain, shayad Khaqan Abbasi aur is tarah ke log hain, aap dekhenge industrialist jo hai, woh government ko 10 baatein kar dega, Mufti Ismail sahab ne pichle dino aake 10 dafa bol diya ji petrol ka masla hai to diesel ka masla hai, formula kharab hai, government sahi kare, fix kare, awaam ke upar itna bojh daal diya. Achha jaise hi Shahid Khaqan Abbasi ke us LNG terminal ki baat aayi, jiske andar maine jo suna hai ke ji unke stakes hain aur zahir hai Engro ke stakes hain, Engro ek Pakistani company hai, Engro ke yeh saare board ke andar yeh industrialist saare left right baithe hote hain, unka unka itna bullshit muahida hai ke aapki LNG ke upar force majeure Qatar ne lagaya hua hai, aapke paas LNG aa nahi rahi hai, aap unko har din half a million dollar dete hain, har din half a million dollar dete hain, kyun? Kyunke aapne jo hai ji uske upar force majeure clause hi nahi dala. Ab wohi force majeure ka clause jo ke Qatar ne dala hua tha, unka muahida aapke sath, aap ek risky country hain, saara kuch hai, unke muahide mein force majeure dala hua hai. Qatar ne agar apni gas delivery nahi ki hum unko fine nahi kar sakte, lekin aapke local terminal ke upar force majeure ka clause nahi hai aur uske upar woh ji aake wohi Shahid Khaqan Abbasi sahab jo ke pehle jo hain woh aake petrol aur diesel ke upar aapko bata rahe the ke dekho zara kitna zulm ho raha hai aur ghareeb aadmi ka fayda hona chahiye, woh aur unki team aake aapko bata rahi hai ke nahi nahi dekhein ji woh actually na bada sasta aapko humne terminal diya hua tha, woh uska ek bada wisdom tha, uski roohani azmatein woh aapko aake bata rahe hain ke kyun hum har din ka kuch kaam kiye baghair wahan par 5 lakh dollar de rahe hain, half a million dollar, ghareeb Pakistan de raha hai baitha hua. To yeh mein aapko bata raha hoon jo rent seekers ki baat hoti hai na, jo aapka elite capture ki baat hoti hai, yeh elite capture hai, yeh aapko agriculture pe milega, us pe bhi aapko narrative bana ke bechte hain ke yaar ghareeb aadmi ke liye sasta khana, woh karte kya hain ke agriculture land ko istemaal karte hain tax breaks lene ke liye kyunke woh money laundering ka sabse jo behtareen white washing ka tarika hai na ke aapne idhar udhar se jahan se bhi paisa kamaya, saal ke aakhir mein show kar do ke yaar yeh jo mera agriculture ka land hai, yeh to saari agriculture income hai, total tax free. Ab agriculture ke upar jab tax lagne jayega jisse unka saara baqi dhanda jo hai na woh bhi out ho jayega, jo tax break aur black ko white kar rahe hain woh bhi out ho jayega, to uska tarika kya hai? Dekho zara ghareeb aadmi ko to sasta khana chahiye, agar aap tax laga denge to ghareeb aadmi ka sasta khana chala jayega, to is wajah se food ki prices ko control karo, ghareeb aadmi ko khana do. Actual mein kya ho raha hai? Actual mein amir aadmi ne apna system chalaya hua hai, zameenein unki farigh padi hui hain, banjar padi hui hain, us pe woh khane bhi nahi uga rahe, hamari yield one of the worst in the world hai, jitna hamara agriculture ke upar hamara paisa banta hai na jo hum declare karte hain jaake ke dekho ji hamare agriculture land mein kitna paisa ban raha hai, to hamari to zabardast dhansu qisam ki yield honi chahiye, lekin again yeh industrialist ne aapko ghumaya hua hai, aapko choona lagaya hua hai, aapko jo hai na woh bekar ki cheezon ke upar emotional karke populist narratives bechte hain aur khas kar jo yeh aapko socialist type ka banda milega na jo ke aapko aake sabse pehla woh karega ke dekho zara yeh jo ashrafiya hai, inhone price mehengi ki hui hai aur price control honi chahiye. They are all useful idiots designed so that woh jo hai na padhe likhe LUMS, IBA, bade bade idaron ke, bade bade middle management ke log aapko aake ke populist narrative pe laga ke rakhein aur jo actual ashrafiya hai, jo actual log hain, jo technical tarikon se, woh itne bewakoof thodi hain ke woh direct aake paise lete hain, woh bade technical tarikon se ghumate hain, woh guarantees le karke paisa nichodte hain, paisa nikalte hain aur woh dollar mein nikalte hain, unko kaafi dafa to aap hi ki hukumat jo hai woh dollar ikhatte karke aapke local Pakistanion ko de rahi hoti hai, hum aap to jaake dollar khareed nahi sakte, hum to business bhi kar rahe ho na to na hum dollar khareed sakte hain, na hum bahar ki payments kar sakte hain, lekin hamari ashrafiya jo hai woh koi LNG ka terminal, koi sugar ka license leke koi sugar ki humne woh milein bhi unko di hui hain, har bade politician ka Tareen and Sharifs and the Zardari, sabke paas sugar ki milein hain, sabke paas uske upar ethanol ke plants hain, sabke paas export ke licenses hain, sabke paas import ke licenses hain, woh license wala system hai jo ke jo hai na bade khoobsurti se 12, 15, 20 log hain jo ke paisa banaye ja rahe hain, hum saare ke saare bewakoof bani ja rahe hain. To mere hisab se na agar aapne is mulk ko aage lekar jaana hai, open karein, sabko open karein, licenses, licenses khatam, price control khatam, aapka yeh kaam hai ke jahan par monopolization ho rahi hai aur hoarding ho rahi hai, aapne uske peeche jaana hai, Islamicaly bhi. aapne uske peeche jana hai. Agar Jamat-e-Islami ne kisi ke peeche jana hai, toh woh jaye aur jaake uske peeche jaye jo producer hai, jo ke galat tareeke se paise charge kar raha hai. Jo jo consumer hai, uski price ko control karne ki koshish na kare. But anyways, yahan par main is video ko khatam karta hoon. Mujhe comment section mein zaroor aake batayiyega. Ah, yeh maine ek thoda sa naya model bhi identify kiya hai ke yaar main zara contrarian takes loon. Meri personally badi contrarian takes hoti hain mere doston ke saath bhi. Ah, ho sakta hai sahi hon, ho sakta hai galat hon, lekin yeh ke mukalma achha tabhi hota hai jab aap contrarian take dete hain aur uske upar log aake different opinions dete hain. Toh pehle toh yeh ke gussa karna band karein, aage bahut contrarian takes aayengi toh baar baar aapka blood pressure high hoga, usko dene ka fayda koi nahi hai. Toh logically cheezon ko ah ah ah unpack karein. Ah, Gemini ke paas jayein, ChatGPT ke paas jayein, meri video usko dein, usse kahein yaar isko transcribe karo, batao yeh kya bol raha hai aur iske baare mein data do aur you know, discussion karein. Critical analysis karein, usko counter karne ki koshish karein, ah uska counter data lekar aayein. Usko phir comment section mein aake likhein. Main bhi usko padhunga, mujhe bhi usse fayda hoga, aapko bhi usse fayda hoga. Ek conversation badhegi, khulegi aur mujhe is model ka bhi batayiyega, kyunke main different jo important trending news pieces hain, unko contextualize and contrarian thought ke saath aapko ek alternate viewpoint ah jo de raha hoon, kal ki aur aaj ki video mein. Kaisa laga aapko? Ah comparatively choti videos bhi hain toh you know, yeh bahut 40-50 minute data heavy kisam ka jo ek fatigue aa jata hai ke yaar itna sara sunke ah thakan ho jati hai, woh bhi nahi hai. Chota sa ek topic hai, usko hi hum ah ah unravel karte hain. Mujhe zaroor batayiyega comment section mein aake, what are your thoughts on this new model as well. But anyways, ah mera naam Muzamil Hasan Zaidi hai. Aap dekh rahe the Dil Ki Baat. Dekhne ka bahut bahut shukriya aur main aap se milta hoon kal ki video mein.
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