Search Climate Insights Directory

The 2026 Market Intelligence Report by GreenCape outlines renewable energy (RE) investment opportunities in South Africa, identifying a potential market of R161.2 billion by 2030. The report focuses on large-scale RE projects and behind-the-meter (BTM) solutions, while detailing the transition from public procurement to a private offtake market and the structural unbundling of Eskom.

This case study by Ember analyses the economic viability of 10 MW solar PV projects in Indonesia, the Philippines, and Viet Nam. It examines how Power Purchase Agreement (PPA) pricing, capital expenditures (CAPEX), and the integration of battery storage influence the Internal Rate of Return (IRR), while also discussing policy bottlenecks and regulatory reforms aimed at derisking clean energy investments in the ASEAN region.

India is generally on track to meet its National Electricity Plan (NEP) 2032 capacity mix, driven by record solar expansion and a strong pipeline of coal and pumped hydro projects. While solar, hydro, and coal are well-positioned, onshore wind requires significant acceleration, and nuclear capacity is likely to fall short of targets due to long lead times and a limited near-term pipeline.

This report by RMI argues that battery energy storage systems (BESS) can enhance grid reliability and affordability by providing resource adequacy, stability, and resilience. Using California and Texas as successful models, the document highlights how well-defined ancillary service markets and clear interconnection rules allow batteries to compete with fossil fuel generators, reducing costs and improving grid stability. It specifically contrasts these successes with the PJM region, where high uplift costs and interconnection hurdles hinder battery deployment.

This policy brief by RMI argues that while battery energy storage systems (BESS) costs in India have dropped by 65 percent over two years, the market remains constrained by regulations that only recognize a single value stream. The document advocates for regulatory reforms to allow 'value stacking'—monetizing energy, resource adequacy, ancillary services, and infrastructure deferral—to ensure grid reliability amidst rising temperatures and record power demand.

This report by Ember analyzes how the decline in Battery Energy Storage System (BESS) costs can accelerate the phase-down of coal power in India between 2024 and 2032. Using a least-cost optimized (LCO) model, the authors identify that while solar growth is rapid, the transition is limited by the cost-effectiveness of storage for non-solar hours. The report argues that BESS costs must fall by 15% annually to limit new coal capacity to levels projected in the 14th National Electricity Plan (NEP), and must drop by over 50% from current levels to potentially eliminate the need for any new coal additions.

This report by Ember examines Malaysia's electricity transition, arguing that leveraging the country's vast solar resources and improving grid flexibility through battery storage and regional interconnections can enhance energy security and affordability. It highlights the potential for solar to meet daytime demand peaks and suggests that aligning with more ambitious pathways, such as those from IRENA, could significantly reduce reliance on volatile fossil fuel imports.

This industry brief by GreenCape examines the financial viability of using battery energy storage systems (BESS) for tariff arbitrage in the Western Cape, South Africa. It focuses on leveraging time-of-use (TOU) tariffs to reduce energy costs by charging batteries during off-peak periods and discharging during peak periods, particularly as the decline in loadshedding has left many existing BESS installations underutilised.