MARKET 01 / GLOBAL EVIDENCE + LOCAL CONTEXT
Make clean energy reliable, affordable, and useful where people actually live and work.
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THE MARKET THESIS
This is the quantity reported by the cited institution. It is context for a question, rather than a forecast of startup revenue.
Each block = USD 100 billion
2026 estimate
Global; energy-system spending
Estimated global energy-system capital expenditure in 2026; not a startup or city addressable market.
International Energy Agency28 May 2026; full-year estimatesVisuals reproduce the cited signal, including its original scope. Rounded unit graphics are reading aids; the displayed figure and source definition govern the claim.
The IEA estimates global clean-energy investment at USD 2.2 trillion in 2026. This is capital expenditure across a broad energy system, not the addressable market of a startup or a city.International Energy Agency
The IPCC identifies efficiency, demand management, and changes in infrastructure use as part of mitigation. Its findings also distinguish groups needing more energy services from those able to reduce high consumption.IPCC
A proposed operating map for climate & energy. Read the handoffs before choosing a product to build.
Building owners, utilities, cold-chain operators, factories, schools, clinics, and energy service companies. Identify who owns the asset, pays the energy bill, and approves changes; these can be three different organisations.
Establish a metered baseline at one type of site, document outages and operating hours, then compare the intervention under similar weather and demand. A short software trial cannot establish the full lifetime economics of an energy asset.
Editorial system map derived from the research brief. The sequence is a framework for discovery, with no claim that a Pheonix programme, customer or pilot is operating.
An impact claim should survive a difficult question. Design the measurement before you design the success story.
Define the people, geography, existing service and time period. Record the full cost before the intervention.
Use the proposed experiment above as a starting question. Agree the local scope, duration, comparison and safeguards before beginning.
Ask what would have happened otherwise. Compare like with like and record how much uncertainty remains.
Energy consumed per unit of useful service
Verified emissions change with a stated grid factor
Hours of reliable service and customer energy cost
Share of benefits reaching underserved users
Check who is left out, what the intervention costs and which negative effects would invalidate the claim. Involve the people expected to benefit.
Proposed measurement pathway. No baseline, pilot result, participant count or achieved impact is being reported in this diagram.
WATCH THE TRADEOFF
A cheaper service can increase total consumption: measure rebound effects.
Grid factors, tariffs and equipment lifetimes can change the investment case.
Installation and maintenance capacity may constrain growth before software does.
Publication dates and geographic scope are shown for each source. Linked institutions are references, with no affiliation or endorsement implied.
International Energy Agency · 28 May 2026; full-year estimates
Global / regionalReliable power for productive businesses is a sharper entry point than a broad clean-energy promise. Ghana's net-metering code establishes a framework for renewable self-generation, but does not demonstrate that any particular Accra installation is financeable.
Proposed wedge: manage the linked electricity and water costs of large residential or commercial premises.
Dubai's clean-energy strategy is a long-term policy commitment. For a young venture, the more immediate question is whether a building or facility can reduce energy demand with verifiable savings.
A state electricity market opens an important local regulatory conversation. It does not remove the need for permits, technical compliance, credible maintenance and customers who can pay.
Proposed wedge: make small-building energy improvements easier to buy and verify, with energy poverty treated as a product requirement.
Make occupied-building retrofit easier to specify and deliver. The environment progress report identifies building decarbonisation and community-led neighbourhood work as implementation priorities.
The city's long-term climate plan provides a policy frame, while EPRA publishes the national electricity and energy statistics needed for realistic modelling. National supply figures cannot establish reliability at one Nairobi business.
Turn building emissions obligations into a sequenced operating plan. The City's guidance links large-building emissions limits to 2024 and 2030 compliance periods.
Make building electrification deliverable for occupied properties. The 2026 plan includes a 2030 building-emissions reduction goal and a zero-emission building goal for 2040.
Make urban fleet electrification and efficient routing operationally credible. PlanClima identifies transport as the largest sector in its historical emissions summary.
Proposed wedge: make cooling and building operations measurably more efficient while preserving comfort.
Proposed wedge: help apartment buildings implement shared energy upgrades with fair allocation of costs and benefits.
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