Decision-grade intelligence on climate, capital, and energy transition
Decision-grade intelligence
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Every issue of The Climate Ledger

Decision-grade intelligence on climate, capital, and energy transition. Published monthly. Free to read. Browse past issues below.

6Issues published
MonthlySince February 2026
FreeNo ads, no sponsored content
AfricaFocus, global scope
Issue 06
The 3% Problem
JULY 2026

The 3% Problem Current

JULY 2026 · Global intelligence · Africa focus

The world will spend $2.2 trillion on clean energy this year and Africa receives roughly 3% of it. Brent completed a round trip from $126 to $73.74 and back to $90 as the Iran ceasefire unwound.

Nigeria commissioned West Africa's largest lithium plant, built by Chinese firms, while its grid still converts only 18.6% of capacity into cash. Plus AKK past 90%, the NERC CapEx Order standoff, and Signal Watch on Bluecore Energy and MOPO.

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Issue 05
Two Crises, One Answer
JUNE 2026

Two Crises, One Answer

JUNE 2026 · Global intelligence · Africa focus

Brent falls to $72 a barrel after the US-Iran ceasefire. The IEA confirms $2.2 trillion went to clean energy in 2026, almost double fossil fuel investment, while IRENA records 5,149 GW of installed renewable capacity worldwide.

Plus the AfDB's $1.5 billion Nigeria compact, NSIA's first GCF direct access deal, battery storage at a record $78 per MWh, and Signal Watch profiles of Spiro and KAMIM Technologies.

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Issue 04
When a War Changes the Energy Equation
MAY 2026

When a War Changes the Energy Equation

MAY 2026 · Global intelligence · Africa focus

UK wind and solar save Britain $1.7 billion in gas imports since the Iran war began. Carbon pricing hits a $107 billion record. UNCTAD warns on a $1 trillion annual investment gap.

EU sets out 44 energy security actions. Lightrock launches a $500 million Africa clean energy fund. Ethiopia leads Africa's EV adoption. Plus NBS Q1 GDP data, NERC DisCo performance, and the first Signal Companies feature on Adage Renewables.

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Issue 03
The Drift
APRIL 2026

The Drift

APRIL 2026 · Global intelligence · Africa focus

Capital is quietly migrating from generation to integration. BNEF tracks $2.3 trillion in 2025 transition investment, but renewable power fell 9.5% while grids and electrified transport captured the growth.

Plus the Tinubu ₦3.3 trillion GenCo settlement, NERC Mini-Grid Regulations 2026, Chariot's Nigerian lithium licences, and the Hormuz-driven petrol spike. Deep Dive: The Drift. Signal Companies: EcoQuadrant.

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Issue 02
The Chokepoint
MARCH 2026

The Chokepoint

MARCH 2026 · Global intelligence · Africa focus

Where the energy transition meets its physical and financial bottlenecks. Supply chain constraints, grid interconnection queues, and the structural barriers that separate clean energy ambition from deployed capacity. Coverage of African project finance conditions, carbon market developments, and Nigeria's electricity tariff reform trajectory.

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Issue 01
The Adoption Gap
FEBRUARY 2026

The Adoption Gap

FEBRUARY 2026 · Global intelligence · Africa focus

The inaugural issue of The Climate Ledger. Establishing the analytical framework for tracking the distance between clean energy availability and actual deployment. Where technology exists but adoption lags, and what structural conditions explain the gap.

Coverage of global renewable investment trends, Nigeria's power sector architecture, and the founding editorial position on evidence-first energy intelligence.

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