ImpactPlus

The challenge is no longer building renewable power.
According to the International Energy Agency, the constraints are increasingly grid connections, supply chains, financing, and above all, permitting processes.
Demand is not the issue.

By 2030, global renewable electricity capacity is expected to double. Another 4,600 gigawatts will be added, roughly equivalent to the combined power generation capacity of China, the European Union, and Japan today. Nearly 80% of that growth will come from solar.

A solar project can be built in one to five years.
The transmission line needed to connect it to the grid often takes five to fifteen years, from planning and permitting to completion.

→ Learn more: www.impactplus-investing.com

Source: IEA, Renewables 2025 and Electricity 2026

This content should not be construed as investment advice or a personal recommendation. All investment involves risks. A loss of the capital invested may occur. Past performances, simulations, or forecasts are not indicators of future performances.



Image: Adobe Stock, Amity

Southeast Asia’s energy system is changing fast — and quietly rewriting the region’s import bill.

Since 2015, renewables, electrification and efficiency have avoided $30 billion in fuel imports. What began as diversification is now a measurable economic shift.

👉 Read the full analysis in Impact&Values Magazine: https://www.impact-and-values.com/en/category/market/the-dollar30-billion-that-was-never-left-the-region

After every major heatwave the same question returns: was it caused by climate change. That instinct oversimplifies how weather works. Heatwaves still form from familiar atmospheric patterns — but now they occur on a higher baseline.

For the April 2026 heatwave in northwestern India and Pakistan, that baseline shift can be measured.

👉 Dive into the full story in Impact&Values Magazine: https://www.impact-and-values.com/en/category/trends/climate-change-does-not-create-new-weather
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This figure, published by S&P Global, remains a projection, not a measurement. The Asia-Pacific region is at the forefront.

When growth shifts, the pressure points shift first. In fast growing economies, electricity demand is the earliest signal — rising faster than clean generation can keep up.

In India, Vietnam and the Philippines, that’s not a forecast. It’s the operating reality.

Renewable energy in Asia’s growth markets: impactplus-investing.com

This content should not be construed as investment advice or a personal recommendation. All investment involves risks. A loss of the capital invested may occur. Past performances, simulations, or forecasts are not indicators of future performances.

Source: S&P Global

Some stories are measured in data; others are understood through narratives. A solar plant floating on a lake tells one truth. A grid connection that takes longer to approve than the plant it serves took to build tells another.

𝘐𝘮𝘱𝘢𝘤𝘵&𝘝𝘢𝘭𝘶𝘦𝘴 𝘔𝘢𝘨𝘢𝘻𝘪𝘯𝘦 brings both together — accessible, and worth the read.

𝗘𝘅𝗽𝗹𝗼𝗿𝗲 𝘁𝗵𝗲 𝗺𝗮𝗴𝗮𝘇𝗶𝗻𝗲: www.impact-and-values.com

This content should not be construed as investment advice or a personal recommendation. All investment involves risks. A loss of the capital invested may occur. Past performances, simulations, or forecasts are not indicators of future performances.

&Values

Add to that nearly two billion people relying on grids that fail daily. When the power drops, the fallback is kerosene, a diesel generator, or years of waiting. All costly, all unreliable.

Ember's analysis finds that solar + storage is already cheaper than the fossil generation planned in these regions. Abundant resource, clear economics — yet deployment lags. Nowhere is the gap between a plan and a power plant wider.

In these markets, private capital often makes the difference: impactplus-investing.com

This content should not be construed as investment advice or a personal recommendation. All investment involves risks. A loss of the capital invested may occur. Past performances, simulations, or forecasts are not indicators of future performances.

Source: Ember

In the sunniest regions, that share rises to 99%, according to Ember’s Solar and Battery Atlas. For decades, the gap between noon and night was the strongest argument against solar.

Storage rewrites that story. It captures the midday surplus and releases it when the grid calls. The debate shifts entirely: no longer clean versus fossil, but available versus unavailable — the only distinction a grid ultimately cares about.

More in the Impact&Values Magazine: https://www.impact-and-values.com/en/category/market/the-six-hours-of-truth

This content should not be construed as investment advice or a personal recommendation. All investment involves risks. A loss of the capital invested may occur. Past performances, simulations, or forecasts are not indicators of future performances.

Source: Ember

The most common objection to solar is land. The idea that panels mean taking space from agriculture or nature.

Ember’s calculation excludes both. This is technical potential, not a deployment plan.

Which means the real question isn’t whether space exists. It’s which space gets used first.

𝗣𝘂𝘁 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝘄𝗵𝗲𝗿𝗲 𝗶𝘁 𝗺𝗼𝘃𝗲𝘀 𝘁𝗵𝗲 𝗻𝗲𝗲𝗱𝗹𝗲: www.impactplus-investing.com

This content should not be construed as investment advice or a personal recommendation. All investment involves risks. A loss of the capital invested may occur. Past performances, simulations, or forecasts are not indicators of future performances.

Source: Ember, Solar + Battery Atlas 2026

Batteries are following the same curve, and that shift is already reshaping the market.

𝟰 𝗶𝗻 𝟱 𝗽𝗲𝗼𝗽𝗹𝗲 𝗻𝗼𝘄 𝗹𝗶𝘃𝗲 𝗶𝗻 𝗿𝗲𝗴𝗶𝗼𝗻𝘀 𝘄𝗵𝗲𝗿𝗲 𝘀𝗼𝗹𝗮𝗿+𝘀𝘁𝗼𝗿𝗮𝗴𝗲 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝘀 𝗽𝗼𝘄𝗲𝗿 𝘂𝗻𝗱𝗲𝗿 $𝟭𝟬𝟬 𝗽𝗲𝗿 𝗺𝗲𝗴𝗮𝘄𝗮𝘁𝘁-𝗵𝗼𝘂𝗿 𝗳𝗼𝗿 𝟴𝟬% 𝗼𝗳 𝘁𝗵𝗲 𝘁𝗶𝗺𝗲 — competitive with fossil generation.

For half of the world’s population, it’s already below $𝟴𝟬/𝗠𝗪𝗵.

Costs keep dropping. Reliability keeps rising.
𝗧𝗵𝗶𝘀 𝗶𝘀 𝗻𝗼𝘁 𝗮 𝗰𝗹𝗶𝗺𝗮𝘁𝗲 𝘀𝘁𝗼𝗿𝘆. 𝗜𝘁 𝗶𝘀 𝗽𝘂𝗿𝗲 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀.

Learn more about the forces transforming the energy market: www.impactplus-investing.com

This content should not be construed as investment advice or a personal recommendation. All investment involves risks. A loss of the capital invested may occur. Past performances, simulations, or forecasts are not indicators of future performances.

Sources: Ember, IEA, BNEF

150 gigawatts of installed capacity. 50 added in twelve months.

India is building at a pace few anticipated. But the real investment opportunity isn't in generation — it's in what comes next: the grids, storage, and transmission infrastructure that get clean power to the places that need it most.

That gap is where impact-oriented capital has the clearest window right now.

👉 Get more insights in Impact&Values Magazine: https://www.impact-and-values.com/en/category/market/150-gigawatts-of-solar-and-india-is-only-getting-started
This content should not be construed as investment advice or a personal recommendation. All investment involves risks. A loss of the capital invested may occur. Past performances, simulations, or forecasts are not indicators of future performances.