ImpactPlus

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.

Every industrialized nation took the fossil detour.
India is cutting it short. Not out of idealism, but out of strategy.

Solar-plus-storage now costs around half the price of new coal-fired power in India.
Electric three-wheelers are nearing 60% of new registrations.
And at the same stage of development where China met 70% of its electricity growth with coal, India already produces five times more solar per capita.

This is not a climate story. It is pure economics.
The cheapest option is now the clean one.

Learn more: www.impactplus-investing.com

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

Source: Ember

𝗧𝗵𝗲 𝗦𝗶𝘅 𝗛𝗼𝘂𝗿𝘀 𝗼𝗳 𝗧𝗿𝘂𝘁𝗵
Energy no longer follows yesterday’s rhythm. Days bring renewable abundance; evenings bring tight certainty.

Between 5 and 11 p.m., six hours determine whether a country can run on clean electricity alone, or whether fossil fuel plants must fill the gap.

Storage shifts energy across time — and that is its quiet strength. It keeps grids stable when the sky goes dark.

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

Solar added 636 TWh of new electricity generation.
Gas added 36 TWh.

Solar isn’t just growing.
It has become the central source of new capacity.

What gets built today shapes tomorrow’s prices, infrastructure, and investment flows.
For investors, the center of gravity is shifting: new power systems are being built around solar, not fossil capacity.

𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝘁 www.impactplus-investing.com

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

Source: Ember Global Electricity Review 2026

India’s electricity demand is set to double by 2035.
Its still heavily fossil-based grid can’t keep up.

𝗦𝗼𝗹𝗮𝗿 𝗰𝗮𝗻.
And because battery storage costs have fallen sharply, solar-plus-storage is already cheaper than fossil alternatives in many regions — and available around the clock. Not just cleaner. More competitive.

For a country with India's solar potential, that isn’t a technological footnote. It’s a fundamental shift in the energy system.

𝗧𝗵𝗶𝘀 𝗶𝘀 𝗯𝗶𝗴𝗴𝗲𝗿 𝘁𝗵𝗮𝗻 𝗮𝗻 𝗲𝗻𝗲𝗿𝗴𝘆 𝘀𝘁𝗼𝗿𝘆. 𝗜𝘁 𝗿𝗲𝘀𝗵𝗮𝗽𝗲𝘀 𝘁𝗵𝗲 𝗰𝗼𝗻𝗱𝗶𝘁𝗶𝗼𝗻𝘀 𝘂𝗻𝗱𝗲𝗿 𝘄𝗵𝗶𝗰𝗵 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝗺𝗮𝗱𝗲.

𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲: www.impactplus-investing.com

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

Source: Ember

Real change doesn’t always come from what’s new, expensive, or technologically sophisticated.

Sometimes, the most effective solutions emerge exactly where problems show up — in daily life, in cities, on the street.

Tiles that absorb pollutants. Roads that reduce heat. Plastic waste repurposed into pathways and playgrounds.

Across Asia and Africa, these ideas are already part of everyday infrastructure. Not perfect. But proven. And scalable.

In the latest issue of Impact&Values Magazine, we explore what this means for the next generation of impact innovation.

👉 𝗚𝗲𝘁 𝗺𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗜𝗺𝗽𝗮𝗰𝘁&𝗩𝗮𝗹𝘂𝗲𝘀 𝗠𝗮𝗴𝗮𝘇𝗶𝗻𝗲: https://www.impact-and-values.com/en/category/innovation/impact-innovations-the-solutions-youd-never-expect

Energy prices are spiking.
Supply chains are under pressure.
Dependencies are being reassessed.

The difference is structural:
Oil requires extraction, transportation, and constant replacement.
Solar requires installation — then it delivers.

Local.
Stable.
For decades.

And it shows in the build-out:
Solar and wind are being installed far faster than any other energy sources today.

The real shift isn’t today’s crisis —
it’s where capital is flowing long-term.

Put capital where systems are being built: www.impactplus-investing.com

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

Source: IEA, Ember, the Conversation

Capital never sits still.
It always flows into something — factories, power grids, buildings, infrastructure.

It can continue to finance the old economy, or accelerate the transition to a new one.

Every allocation creates an impact:
It can lock in emissions for decades — or help avoid them.
In a world shaped by crises, climate risks and uncertainty, investment decisions have become one of the most powerful levers we have to combat climate change.

What we choose to finance today will define the energy, industrial and economic systems of the 2030s.

𝗧𝗵𝗶𝘀 𝗱𝗲𝗰𝗮𝗱𝗲 𝘄𝗶𝗹𝗹 𝗯𝗲 𝗱𝗲𝗰𝗶𝘀𝗶𝘃𝗲.

👉 More information: 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.