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Insights

21

Scarcity, Not Sentiment: What’s Really Driving Energy Transition Investment

Clarity AI's Head of North America Lillian Freiberg reports on the role of physical scarcity and supply chain failure in constraining the energy transition.

Published on 2026-08-04 by investESG
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Transition investing can unlock overlooked EM opportunities

Our KPI framework highlights businesses showing tangible sustainability progress and potential for long-term value creation.

Published on 2026-08-04 by American Century Investments
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MEAG reaches financial close for battery-electric train fleet financing

New battery-electric regional train fleet for the Netz Nördliches Westfalen in Germany

Published on 2026-05-12 by MEAG
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Spotlight on Impact: Climate Edition

We’re excited to bring you Spotlight on Impact. Each Spotlight on Impact takes our readers behind the scenes into one of the four Impact themes that guide Anthos Fund & Asset Management’s work throughout the year. In this edition, we explore Anthos’ Impact Theme of climate.

Published on 2026-04-16 by Anthos Fund & Asset Management
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Reports

14

Quarterly Policy Forecast Tracker

“Energy security = climate” - Q4 2025 – Q2 2026 Policy Momentum

Green Investor Report 2025

Green Investor Report of the Republic of Austria, published in accordance with the commitments under the Green Framework

Transitioning away from fossil fuels: A roadmap based on renewables, electrification and grid enhancement

This report provides data and analysis to support the COP30 Presidency’s Roadmap for Transitioning Away From Fossil Fuels (TAFF) initiative, offering a roadmap based on renewables, electrification, energy efficiency, grids and sustainable fuels.

Gezielt entlasten, fossile Importabhängigkeit verringern

Ariadne-Kurzdossier: Matthias Kalkuhl, Timothé Beaufils, Ulrich Eydam, Maik Heinemann, Nikolaj Moretti, Andreas Peichl, Philipp M. Richter (2026)

A KPI-Based Framework for Transition Investing in Emerging Markets

Adopting a transition-investing mindset may reveal emerging markets (EM) opportunities that might otherwise go overlooked.

Fostering a just energy transition: A framework for policy design

This report aims to contribute to a better understanding of the various visions for a just energy transition, and proposes a working definition that can serve as a foundation to inform policy making.

Organisations

1

IRENA

IRENA is a lead global intergovernmental agency for energy transformation that serves as the principal platform for international cooperation, supports countries in their energy transitions, and provides state of the art data and analyses on technology, innovation, policy, finance and investment.