ImpactPlus

India’s electricity demand is set to double by 2035.
Its still heavily fossil-based grid can’t keep up.

𝗦𝗼𝗹𝗮𝗿 𝗰𝗮𝗻.
And because battery storage costs have fallen sharply, solar-plus-storage is already cheaper than fossil alternatives in many regions — and available around the clock. Not just cleaner. More competitive.

For a country with India's solar potential, that isn’t a technological footnote. It’s a fundamental shift in the energy system.

𝗧𝗵𝗶𝘀 𝗶𝘀 𝗯𝗶𝗴𝗴𝗲𝗿 𝘁𝗵𝗮𝗻 𝗮𝗻 𝗲𝗻𝗲𝗿𝗴𝘆 𝘀𝘁𝗼𝗿𝘆. 𝗜𝘁 𝗿𝗲𝘀𝗵𝗮𝗽𝗲𝘀 𝘁𝗵𝗲 𝗰𝗼𝗻𝗱𝗶𝘁𝗶𝗼𝗻𝘀 𝘂𝗻𝗱𝗲𝗿 𝘄𝗵𝗶𝗰𝗵 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝗺𝗮𝗱𝗲.

𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲: www.impactplus-investing.com

This content should not be construed as investment advice or a personal recommendation. All investments involves risks. A loss of the capital invested may occur. Past performances, simulations, or forecasts are not indicators of future performances.

Source: Ember

Energy prices are spiking.
Supply chains are under pressure.
Dependencies are being reassessed.

The difference is structural:
Oil requires extraction, transportation, and constant replacement.
Solar requires installation — then it delivers.

Local.
Stable.
For decades.

And it shows in the build-out:
Solar and wind are being installed far faster than any other energy sources today.

The real shift isn’t today’s crisis —
it’s where capital is flowing long-term.

Put capital where systems are being built: www.impactplus-investing.com

This content should not be construed as investment advice or a personal recommendation. All investments involve risks. A loss of the capital invested may occur. Past performances, simulations, or forecasts are not indicators of future performances.

Source: IEA, Ember, the Conversation

Global clean energy investment reached 2.3 trillion dollars in 2025.
But a net-zero pathway requires 5.2 trillion dollars every year.

This gap highlights a major financing shortfall.
And it’s one that public budgets alone cannot bridge.

Achieving net zero will depend on private capital—in areas such as power grids, additional generation capacity, and electrified transportation.

For sustainable investors, this creates structural, long-term opportunities aligned with the global energy transition.

More insights available on our website: www.impactplus-investing.com

This content should not be construed as investment advice or a personal recommendation. All investments involve risks. A loss of the capital invested may occur. Past performances, simulations, or forecasts are not indicators of future performances.

Source: BloombergNEF Energy Transition Investment Trends 2025