Energy Transition Tracker · Q3 2026 edition
Energy Transition Tracker
Where value is moving across nine energy markets, what comes next, and what it takes to build there
Inside the tracker
Five ways in, one question: what's changed, and what does it mean for us?
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Opportunities
The few shifts worth building on now, framed as hypotheses, with our take on how to start.
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02
Country pages
Where to play now, what comes next, and the latest signals for each market.
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Leading plays
Business models proven abroad, the ventures leading them, and where they land next.
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Paths
How markets tend to unfold, step by step, and where each country sits today.
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Editions
Every quarterly edition, dated and archived as a PDF record.
Countries
Philippines · Vietnam · Thailand · Indonesia · Malaysia · Singapore · India · UAE · Saudi Arabia
Checked against
Europe · North America · China · North Asia · Australia
Cadence
Signals every fortnight · a full edition every quarter
How access works
Founding teams first. No passwords.
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01
Reserve a place
Sign up with your work email. No payment until launch.
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We switch your team on
We open access to founding teams in small groups and email you when yours is ready.
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Sign in and open it
Enter your work email and the one-time code we send. You stay signed in on that device.
How we work
We help you build the business of tomorrow. Start wherever you are.
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01
The Tracker
Where value is moving in your markets, for your strategy team.
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A free 30-minute call
What the tracker says for a company like yours, and whether a report would help.
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03
Company Report
What it means for you, in money, ranked into opportunities your team can test.
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04
Co-build
Your people run the discovery sprints and build; we steer.