We conduct public interest financial analysis on the most profound economic transformation since the industrial revolution: the transition from fossil fuels to clean energy.

On LinkedIn, clean energy finance specialist Tim Buckley says the IEA’s analysis points the way from electrification to energy independence and decarbonization. With 448 gigawatts of new renewables capacity installed in 2025 alone, he adds, the data also underline China’s massive lead in deployment. “China leads the world in all cleantech sectors, the zero-emissions growth industries of the future,” Buckley writes. “China leads in research and development, domestic manufacturing, domestic deployments, exports, and outbound foreign direct investment (OFDI) in cleantech. Dominates the world. China speed, China scale is amazing to watch.” Read more

The International Energy Agency (IEA) has announced “the Age of Electricity” in its latest report – Electricity 2026 – which highlights the rapid growth of global electrification over 2020-2025, now forecast to accelerate to 3.6% per year growth to 2030. With electrification comes both energy independence and decarbonisation, as regions and countries the world over speed their transitions to meet economic and climate goals in an increasingly fraught geopolitical landscape. Two weeks ago, the UK government joined with nine northern European countries to sign the historic Hamburg Declaration to secure a massive 100GW of new offshore wind projects. This is designed to ensure Europe hasn’t freed itself from Russian fossil fuel capture only to allow US capture instead. Read more

China is expanding coal power despite record renewable investments to meet energy needs and ensure energy security after 2022’s shortages. New coal projects reached 161GW in 2025, with 291GW in the pipeline, potentially leading to underused plants and stranded assets. Experts recommend flexible coal plant dispatch and offline reserves to boost renewables, warning the 15th FYP must reset coal’s role. Read more