What this dashboard shows
UK wind and solar saved Britain £1.7 billion in gas imports since the Hormuz disruption began. Brent holds at $126/bbl, its highest since 2022. The same supply shock raising Nigeria's export revenues is accelerating the renewable transition in Europe and Asia. The security argument is now clean energy's strongest argument. The dashboard below tracks where the capital is landing and at what cost.
Key Performance Indicators
Brent Crude
$126/bbl
+31%ICE · May 2026 · Highest since 2022
Transition Investment
$2.3T (2025)
+8%BNEF · Jan 2026
Battery LCOE (4hr)
<$100/MWh
-13%BNEF · Feb 2026
Africa Clean Energy VC
$275m
+298% YoYTechPoint Africa · up from $69m in 2024
Africa Solar (2025)
4.5 GW
+54%AFSIA · Feb 2026
Nigeria Oil Production
1.66 mbpd
New highNUPRC · April 2026 · Lifted by $126 Brent
Nigeria Grid PAF
31% of 13.6 GW
+1ppNERC · April 2026 · 4,286 MW available
Gas Supply Nigeria
43% of required
692 mmscfNISO · Feb 2026
EU Carbon Price
~€100/tCO₂
+33%ICE · May 2026
Lightrock Clean Fund
$500m
Africa + AsiaNairametrics · 15 May 2026 · Growth equity stage
UK Clean Energy Savings
£1.7bn
Gas import hedgeCarbon Brief · May 2026 · Saved since Iran war began
Lagos AI Campus
100 MW
CommissionedKasi Cloud LOS1 · West Africa's first hyperscale AI campus
Global EV YTD
2.2M units
-8%Benchmark MI · Mar 2026 · Ethiopia bucking global trend
Ethiopia EV Share
60%+ new reg.
120k EVsCleanTechnica · IEA EV Outlook 2026 · ICE ban extended to trucks
Carbon Pricing Revenue
$107bn
RecordWorld Bank · 2025 actual · Growing faster than forecast
RE Investment Gap
$1tn+ /yr by 2030
GapUNCTAD · May 2026 · 80% from private capital needed
Nigeria GDP (Q1 2026)
3.89% y/y
↑ from 3.13%NBS · 25 May 2026 · Electricity sector contracted 15.30%
DisCo Revenue (Feb)
₦196.7bn
81% eff.NERC Feb 2026 · ₦80.5bn shortfall · Eko led at 94.12%
Corporate PPAs (2025)
55.9 GW
-10%BNEF · Feb 2026
GenCo Settlement
₦3.3T approved
15 plantsStatehouse · 5 Apr 2026
Clean vs Fossil Investment ($T)
Source: BNEF, IEA. Clean energy investment now 2x fossil fuel. Grids and electrified transport drove 2025 growth as renewable investment fell 9.5%.
Brent Crude 2026 ($/bbl)
Source: ICE. Peak $119 on April 1 war shock; dipped $93 on ceasefire; climbed to $126 in May as Hormuz partial closure persists. Highest since 2022.
Levelized Cost of Electricity by Source ($/MWh, Global Midpoint 2024/2025)
Onshore Wind
$23-75
Solar PV
$28-117
Hydropower
$47-68
Geothermal
$61-102
Battery (4hr)
$80-120
Gas CCGT
$77-130
Offshore Wind
$72-167
Coal
$68-166
Nuclear (new)
$88-221
Africa Solar+Storage
AFSIA est.
Sources: IRENA Renewable Power Generation Costs 2024, Lazard LCOE+ v18 (Jun 2025), BNEF LCOE 2026, AFSIA Africa Solar Outlook 2026. Midpoint of unsubsidised range. Battery 4hr from BNEF. Gas CCGT rose 16% to record $102/MWh in 2025. Onshore wind is the cheapest new-build source globally. At $126 Brent, the gap between renewables and gas widens further.
Electricity Grid Composition (9 Countries)
UK
2025 · 290 TWh
Wind29.7%
Gas26.8%
Nuclear13.5%
Solar7%
Other23%
NESO · 90%+ clean on multiple days in May 2026
China
2024 · 9,700 TWh
Coal58%
Hydro13%
Wind10%
Solar9%
Other10%
Ember / IEA · "Strict controls" order on new fossil infrastructure May 2026
Brazil
2024 · ~700 TWh
Hydro55%
Wind13%
Solar9%
Gas/Other23%
Ember / IEA
Germany
2024 · ~510 TWh
Wind27%
Coal23%
Solar14%
Gas13%
Other23%
Ember · Last coal plant offline April 2026. Mix data reflects 2024 baseline
India
2025 H1 · ~2,100 TWh
Coal71%
Solar9.2%
Hydro6%
Wind5.1%
Other8.7%
Ember
Nigeria
2025 · ~30 TWh
Gas70%
Hydro22%
Solar2%
Other6%
NERC · Grid frequency outside 49.75–50.25 Hz throughout April 2026
Kenya
2024 · ~13 TWh
Geothermal41%
Hydro30%
Wind16%
Thermal/Other13%
KenGen / IRENA · Microsoft/G42 1 GW Olkaria data centre cancelled May 2026
Morocco
2024 · ~43 TWh
Coal/Gas40%
Wind18%
Solar (inc CSP)15%
Hydro7%
Other20%
IRENA / IEA · Targeting 52% RE by 2030
South Africa
2024 · ~240 TWh
Coal70%
Solar8%
Wind6%
Nuclear5%
Other11%
Ember / Eskom · REIPPPP driving solar surge
Market Signals · May 2026