<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Alternative Energy Company]]></title><description><![CDATA[AEC is a specialist investment advisory firm and deal-platform in the energy infrastructure and transition space focussing on ]]></description><link>https://www.alternativeenergycompany.co/alternativeperspectives</link><generator>RSS for Node</generator><lastBuildDate>Wed, 19 Aug 2026 23:33:53 GMT</lastBuildDate><atom:link href="https://www.altenergyconsult.com/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[The Decisve Decade - Vol 1, 2026]]></title><description><![CDATA[What will it take to win on bankability in the next phase of energy transition  A Practitioner's manual The Decisive Decade is out today. A practitioner’s manual on bankability in the next phase of the energy transition. A manual, not a polemic. The previous decade of the transition was defined by ambition and the velocity of capital mobilisation. The expectation was that policy commitment, technological progress, and investment appetite would translate, with sufficient momentum, into...]]></description><link>https://www.alternativeenergycompany.co/post/the-decisve-decade-vol-1-2026</link><guid isPermaLink="false">69fb1f786d919e5ce8728c8e</guid><pubDate>Wed, 06 May 2026 11:14:43 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/0c4e2c_bc130ad2c62e47cd867cc3c0309371d6~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Shubhda Kaushik</dc:creator></item><item><title><![CDATA[The Next Power Logic]]></title><description><![CDATA[How and why influence in the energy transition is shifting towards those who control systems The first essay in this series argued that the immediate phase of the energy transition will be shaped less by policy ambition and more by fundamentals, execution, and system economics. The second examined how those conditions are changing the operating logic across developers, offtakers, and system operators. The third explored how capital is adjusting to a new structure of risk, deployability, and...]]></description><link>https://www.alternativeenergycompany.co/post/the-next-power-logic</link><guid isPermaLink="false">69b6743af8bed2b5f345e87b</guid><pubDate>Sun, 15 Mar 2026 09:10:32 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/0c4e2c_1fa580e0ae224bb8bf114a0bc73ef4aa~mv2.png/v1/fit/w_1000,h_768,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Shubhda Kaushik</dc:creator></item><item><title><![CDATA[How Energy Capital Will Now Be Deployed]]></title><description><![CDATA[Understanding the Energy Transition Landscape The first essay in this series argued that the immediate phase of the energy transition will be shaped less by policy ambition and more by fundamentals, execution, and system economics. The second explored how that shift is changing the operating logic across developers, offtakers, and system operators. The natural next step is to assess how capital is responding. Projects that cannot integrate into existing infrastructure and instead depend on...]]></description><link>https://www.alternativeenergycompany.co/post/the-next-capital-logic</link><guid isPermaLink="false">6981f1b951b22a564836577b</guid><pubDate>Tue, 03 Feb 2026 13:41:36 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/nsplsh_da7e58e91b4a49e89b819d1dd562e4b8~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Shubhda Kaushik</dc:creator></item><item><title><![CDATA[Once Ambition Ceases to Be the Binding Constraint, the Energy Transition Becomes a Question Not of Direction, but of Operation]]></title><description><![CDATA[In the first essay of this series, The Next Act of the Energy Transition, I argued that the immediate phase of the transition will be shaped less by policy ambition and more by fundamentals, execution, and system economics. This piece focuses on the consequences of that shift. Once ambition is no longer scarce, the transition stops being a question of where we are headed. Instead, it becomes about how decisions are actually made. The energy system does not pause when narratives lose force; it...]]></description><link>https://www.alternativeenergycompany.co/post/the-next-operating-logic</link><guid isPermaLink="false">6974a3dfe389f5384b70a3f9</guid><pubDate>Sat, 24 Jan 2026 11:32:21 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6d46c421eaa84c6e96bb68e6eab29873.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Shubhda Kaushik</dc:creator></item><item><title><![CDATA[The Next Act of the Energy Transition]]></title><description><![CDATA[Why the immediate next phase of the energy transition will be shaped less by policy ambition and more by fundamentals, execution, and system economics For much of the past decade, the energy transition has been framed as a contest of ambition, how quickly technologies could be invented, how boldly governments could legislate and how decisively capital could be mobilised. The pattern is beggining to shift - what lies ahead is not a competition of vision, but of viability. As AI reshapes...]]></description><link>https://www.alternativeenergycompany.co/post/the-next-act-of-the-energy-transition</link><guid isPermaLink="false">696f8bb58979dee6278f9611</guid><pubDate>Tue, 20 Jan 2026 14:08:39 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/0c4e2c_e3bf576fbe3449428e6f812c4adf67b4~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Shubhda Kaushik</dc:creator></item><item><title><![CDATA[Why India’s Energy Transition Is Now a Scale Play for Global Capital]]></title><description><![CDATA[India’s energy transition has entered a new phase. As can be observed in recent deal flow and announcements - from global trading houses and infrastructure investors to domestic conglomerates and pension-backed platforms, capital is already moving into India’s clean energy ecosystem, often through partnerships, minority stakes, and platform build-outs. However, important caveat is that India does not reward small, fragmented bets. It rewards platforms. Scale allows capital to spread execution...]]></description><link>https://www.alternativeenergycompany.co/post/why-india-s-energy-transition-is-now-a-scale-play-for-global-capital</link><guid isPermaLink="false">694ab7e514b59a1e70bcd72f</guid><pubDate>Tue, 23 Dec 2025 15:59:31 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/0c4e2c_bb08d092fc4b48e1949a88af50817de2~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Shubhda Kaushik</dc:creator></item><item><title><![CDATA[Mobilising MDBs and ECAs for Energy Transition: What It Takes and Why It Matters]]></title><description><![CDATA[Financing large-scale energy transition projects—hydrogen, SAF, e-methanol, ammonia, offshore wind, grid infrastructure—requires depth of capital and risk appetite that commercial lenders alone rarely provide. This is where Multilateral Development Banks (MDBs)  and Export Credit Agencies (ECAs)  become pivotal. Their role is not simply to “support” a project; they shape its bankability, economics, and long-term resilience. Yet their involvement is often misunderstood. MDB financing is not a...]]></description><link>https://www.alternativeenergycompany.co/post/mobilising-mdbs-and-ecas-for-energy-transition-what-it-takes-and-why-it-matters</link><guid isPermaLink="false">6932a8dd479d818f7a3deb5d</guid><pubDate>Fri, 05 Dec 2025 09:48:12 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/0c4e2c_ae43144ecb0e4cfa82e8f286db05dd5d~mv2.png/v1/fit/w_1000,h_768,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Shubhda Kaushik</dc:creator></item><item><title><![CDATA[From Promise to Profit: Is this the decisive decade for Green Ammonia to become bankable?]]></title><description><![CDATA[Capital investors are starting to take note of green ammonia more seriously as global policies align behind it. Supportive frameworks from India’s SIGHT auctions, the IMO’s MEPC 83 decarbonization strategy for shipping to Europe’s H2Global and CBAM are turning what was once a climate ambition into an emerging asset class.]]></description><link>https://www.alternativeenergycompany.co/post/from-promise-to-profit-is-this-the-decisive-decade-for-green-ammonia-to-become-bankable</link><guid isPermaLink="false">68e84a9b15335a80a82b658a</guid><pubDate>Sun, 12 Oct 2025 07:53:11 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/nsplsh_437073544155506f536377~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Shubhda Kaushik</dc:creator></item><item><title><![CDATA[Investing in the Energy Transition: Beyond the Hype, Towards Bankability]]></title><description><![CDATA[The energy transition isn’t stalled by technology, but by bankability. Projects falter when policies shift, risks aren’t allocated, or scale can’t be replicated. At AEC, we argue this decade demands a new playbook — one built on finance, commercial strategy, and risk discipline. Our mission is simple: to bridge capital and projects, turning ambition into investable reality across hydrogen, SAF, methanol, and beyond.]]></description><link>https://www.alternativeenergycompany.co/post/investing-in-the-energy-transition-beyond-the-hype-toward-bankability</link><guid isPermaLink="false">68dc4c6e2dec8f2ddbd4ecf2</guid><pubDate>Tue, 30 Sep 2025 21:42:10 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/0c4e2c_616398c298784922ba92ca98e74e01d7~mv2.png/v1/fit/w_1000,h_768,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Shubhda Kaushik</dc:creator></item></channel></rss>