From Generation to Integration: Mastering the Green Megawatt

Generating more renewable energy is only part of the challenge. Getting it onto the grid reliably and storing it when you need it is where the real work happens. Our intelligence helps energy leaders navigate both.

Renewable energy

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A heavy dark block sits beside an open teal hexagonal lattice of equal size, both on a single gold baseline.
The Strategist
Bridging the Deficit

Green hydrogen parity: when green beats grey in India

By: Lalita Subrahmanyam6 August 2026

Why India's green hydrogen ambitions now depend on infrastructure, technology selection, and global market access.

Diagonal split illustration: a gold sunburst representing solar power meets teal waves representing hydropower.
The StrategistThe Growth Driver
The Multinational Mandate

Cross-Border Electricity Trade in South Asia: From Bilateral Deals to a Regional Market

By: Lalita Subrahmanyam6 August 2026

South Asia has spent two decades building cross-border transmission corridors. Can it create a regional market that extracts greater value from every megawatt?

A minimalist vector illustration on a light ash-grey background showing a steel-grey industrial chamber. A stream of teal blocks representing water enters from the left, is cleanly split by a solid terracotta vertical line representing electrical current, and exits on the right as perfectly structured teal hexagons representing pure hydrogen.
The Strategist
The Multinational MandateThe Intelligence Yield

The SIGHT Programme and India’s Green Hydrogen Playbook

By: Lalita Subrahmanyam18 May 2026

It is India's biggest bet on green hydrogen, but policy intent still needs industrial execution.

A sweeping black-and-white aerial view of a massive, multi-layered highway interchange under construction. Bright orange highlights on the concrete barriers trace the active pathways, representing the immense scale and operational execution required in modern infrastructure development.
The StrategistThe Guardian
Bridging the Deficit

What Patient Capital Actually Needs From India's PPP Frameworks

By: Lalita Subrahmanyam13 May 2026

Long-term investors are watching India's PPP model. Here's what would actually make them commit.

Hydro and nuclear energy

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Diagonal split illustration: a gold sunburst representing solar power meets teal waves representing hydropower.
The StrategistThe Growth Driver
The Multinational Mandate

Cross-Border Electricity Trade in South Asia: From Bilateral Deals to a Regional Market

By: Lalita Subrahmanyam6 August 2026

South Asia has spent two decades building cross-border transmission corridors. Can it create a regional market that extracts greater value from every megawatt?

Minimalist vector illustration of thin, broken slate-blue wavy lines drifting across an off-white frame, representing intermittent renewable energy. Above a single solid amber cube at the centre-bottom, the lines turn straight and continuous — depicting firm, dispatchable baseload power stabilising a volatile grid.
The Innovator
Bridging the Deficit

Small Modular Reactors (SMRs): Bridging India’s Baseload Gap

By: Lalita Subrahmanyam30 July 2026

India's grid has no shortage of energy; it has a shortage of energy it can count on. SMRs are the small, solid block that turns intermittency into order.

Oil and gas

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Teal hourglass draining above a gold sea crossed by dark oil tankers, illustrating India's thin crude reserve cover.
The Strategist
The Multinational Mandate

The Hormuz problem: how route dependency is reshaping India's energy security

By: Lalita Subrahmanyam28 July 2026

To withstand future supply disruptions, India must close its strategic reserve deficit and embed maritime route risks directly into long-term procurement contracts.

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In the room in February 2027

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