INDIA’S BATTERY ECOSYSTEM | Part 01 of 05
INDIA’S BATTERY ECOSYSTEM | Part 01 of 05
Brookfield’s Renewable Strategy: Building Platforms through Capital Recycling
Brookfield’s Renewable Strategy: Building Platforms Through Capital Recycling CASE STUDY In isolation, these announcements appear as transactions. Viewed together, they provide a deeper insight into Brookfield’s renewable strategy. On July 16, 2026, Brookfield entered advanced talks to divest a 550 MW operating C&I renewable portfolio in Bikaner, Rajasthan, for ~₹3,000 Cr (~$315 Mn) Fourteen days […]
Brookfield Transaction Insights
Brookfield Transaction Insights
Clearing Air Pollution: Turning Agri Waste into Industrial Fuel
Clearing Air Pollution: Turning Agri Waste into Industrial Fuel India produces ~750 MMT of agricultural biomass every year. Yet nearly 200 MMT still goes unused or burned. A recent assessment by the Commission for Air Quality Management (CAQM) highlights how this structural gap is directly linked to the air pollution crisis in Delhi NCR. Some […]
The Consolidation Era: Climate Tech Investment Shifts to Growth
The Consolidation Era: Climate Tech Investment Shifts to Growth For the first time in years, early stage climate investment is contracting while growth stage investing expanded. Seed funding fell 20% in 2025.Series A dropped 7%, but deal counts fell 22%, pushing average sizes back to 2021 levels.Meanwhile, Growth investment jumped 78%. This isn’t a capital shortage. It’s market maturation. The […]
The Climate Capital Paradox
The Climate Capital Paradox The climate capital paradox is not about technology.It’s about capital deployment and scale timelines. On paper, the ingredients are in place: • Capable founders • Generally supportive policy intent • Climate-focused capital availability Yet outcomes continue to stall. The reason is structural. Capital is still optimized for short-term visibility and exits, while climate and […]
Scaling Biomass: Bridging the Gap Between Concept and Capital
Scaling Biomass: Bridging the Gap Between Concept and Capital Biomass as a fuel is not new. But it hasn’t scaled. Its scale is constrained by structures that capital can’t underwrite at scale. The industrial fuel market is already massive. India alone consumes ~1.3 billion tonnes of coal annually. ~500 million tonnes of this is realistically […]
Mind the Gap: Why Climate Action Is Stalling?
Mind the Gap: Why Climate Action Is Stalling”? Execution, not intent or capital, is the real bottleneck in climate action. A lot of climate conversations start with urgency. Very few translate into successful execution and commissioning. Over the years, what’s become clearer to me at Encito Advisors is this: climate action doesn’t struggle because of […]
Climate Action + Transformative Capital = Scale That Matters
Climate Action + Transformative Capital = Scale That Matters Hundreds of climate founders face a painful paradox. They may have a proven model, early customers and strong unit economics, yet they struggle to find growth investors willing to fund their scale-up journey. On the other side, investors are eager to deploy large amounts of capital, […]