Insights

Field Notes: Mumbai

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.

Transition Ledger 2026

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.

The Price of Success

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.