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I wrote this article. Happy to answer any questions.

I'm late to the party. Sorry.

Why do such articles not distinguish between the cheapest and that which is the cheapest? Including this one.

One might reasonably make a long-term policy for new power plants such as "40% of new power from the cheapest source, 20% each from x, y and z". If x is cheapest in a particular year then gets 60%, and articles tend to describe it as if the preference were "60% x, 20% each from y and z", see? Why is that?

Any visibility into potential climate financing expansion as part of the upcoming EU-India FTA, especially with regards to CBAM?

None yet. The EU doesn't have much fiscal capacity. But there are signs that the EU is being forced to get creative and speed things up. The Mercosur deal is a good sign (despite some pending issues).

Fair enough! Long shot as well, but have you heard anything about whether Indian-European JVs will be allowed to take advantage of the EIF Climate Fund and Innovation Fund in the same manner that India-EU defense JVs are expected to take advantage of SAFE (at least according to what some other bureaus were reporting).

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