Two days in Mumbai. A nanocoating startup, a world-class solar research lab, and a deep-tech incubator backed by IIT Bombay. A first-hand look at what India's clean energy ecosystem actually looks like from the inside — and why it is further ahead than most European investors realise.
Elektron Invest's annual review of the global energy transition — eight chapters, one honest calibration. What the data actually shows, where the consensus has it wrong, and what changed in the past twelve months.
Europe's renewable rollout is working — and that success is creating a new set of problems. Curtailment, negative prices, stranded projects. Five sections on what the data shows, where the losses are, and where the capital should go next.