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

Wind turbines and clean energy infrastructure
Issue 04
When a War Changes the Energy Equation
May 2026

When a War Changes the Energy Equation Current

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 commercial performance, PwC regulatory analysis, 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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