Sinopsis
Capital, Policy & Power: The Complete Investor's Guide to the Global Renewable Energy TransitionThe global energy transition is no longer a question of whether - it is a question of how capital survives it. Spanning eight volumes and 42 chapters,
Capital, Policy & Power is the first institutional-grade investment treatise to map the full complexity of deploying capital into renewable energy across jurisdictions, technologies, and geopolitical regimes. Written for portfolio managers, infrastructure equity partners, project finance bankers, sovereign wealth fund analysts, and energy-focused fund managers, this work moves beyond advocacy and scepticism alike to deliver what the market has lacked: a rigorous, integrated framework for evaluating where real money meets real risk in the energy transition.
At the heart of the book is the proprietary RISS (Renewable Investment Stability Score) - a multi-dimensional analytical framework that synthesises policy stability, grid infrastructure capacity, revenue structure, counterparty quality, technology obsolescence risk, and geopolitical context into a composite scoring methodology. RISS enables institutional investors to compare renewable energy opportunities across markets with the same analytical discipline they would apply to sovereign credit or infrastructure concession risk.
Volume I establishes the macroeconomic and physical foundations: why cheap energy certainty has ended, what the electrification shock means for demand curves, why grid constraint has become the binding scarcity, and why the industry's standard metric - LCOE - has systematically misled capital allocators. Volumes II and III dissect the geography and mechanics of risk across the world's major energy investment theatres: the American tax-credit machine, Europe's stability model, China's industrial strategy, India's growth gamble, and the sovereign-backed solar states of the Gulf and Southeast Asia. Curtailment dynamics, merchant volatility modelling, storage revenue stacking, and the weaponisation of cost of capital as policy instrument are examined with the quantitative depth that institutional decision-making demands.
Volumes IV through VI construct and apply the RISS framework, before confronting the geopolitical forces reshaping energy markets in real time - including the 2026 Iran-US conflict, the closure of the Strait of Hormuz, U.S. policy retrenchment under the "One Big Beautiful Bill," the coal revival, the nuclear renaissance, and the rare earth supply chain crisis laid bare by the Trump-Xi summit. Volume VII maps America's energy dominance doctrine against China's industrial counter-strategy, with dedicated analysis of India, ASEAN, and the emerging Asian energy investment playbook. Volume VIII ventures to the frontier horizon: space-based solar power, Japan's OHISAMA programme, orbital AI data centres, and the commercial viability of off-Earth energy infrastructure.
Published in its First Edition in May 2026, this work incorporates analysis current through the most significant disruption to global energy markets since the 1973 oil embargo - and demonstrates, with uncomfortable precision, that the frameworks developed herein anticipated the very crises now unfolding.
Capital, Policy & Power is not a book about why renewable energy matters. It is a book about how to invest in it without losing your capital, your discipline, or your strategic clarity.
By Lankan Bal (JP) First Edition, May 2026 120,000 words across 8 volumes and 42 chapters
Acerca de los autores
Lankan Bal (JP)Chief Strategy Officer & Series Author Elite Global Equity FundLankan Bal is a seasoned financial strategist, investment banker, and technology consultant whose career spans more than two decades of global business leadership across real estate, banking, venture capital, and international capital markets. As Chief Strategy Officer of Elite Global Equity Fund, he leads the development and execution of innovative investment strategies, drawing on a rare breadth of expertise that bridges traditional finance, emerging technology, and cross-border market dynamics. Lankan is also the author of Capital, Policy & Power: The Complete Investor's Guide to the Global Renewable Energy Transition a landmark eight-volume institutional investment series that has established him as one of the leading intellectual voices in global renewable energy investment strategy.Lankan's professional journey began in real estate development, where he established a successful real estate and business brokering firm before expanding into international financial markets across Asia and Australasia. His entrepreneurial career has since spanned media, banking services, and venture capital a multi-sector foundation that provides him with an institutional perspective on risk, capital allocation, and value creation that few practitioners in alternative finance can match. His transition into the banking and finance sector deepened his expertise in commercial project funding, financial engineering, and regulatory compliance disciplines that sit at the core of his strategic contribution to Elite Global Equity Fund.Lankan holds a Bachelor of Science in Multimedia Information Systems and Business Management from Murdoch University, as well as a specialised Diploma in Real Estate and Business Brokering. This academic foundation which uniquely combines information technology with commercial management has informed his long-standing focus on the role of digital transformation in reshaping global investment practice. In recognition of his professional standing and commitment to civic responsibility, Lankan also holds the honorary title of Justice of the Peace in New South Wales, Australia, reflecting his broader dedication to ethical leadership and community service.Lankan is particularly recognised for his deep expertise in SWIFT implementation and banking solutions, providing strategic technology consultancy to businesses navigating the complexities of modern financial infrastructure. His command of both the technical and commercial dimensions of SWIFT encompassing cross-border payment systems, correspondent banking architecture, and regulatory compliance frameworks positions him as a highly valued adviser at the intersection of institutional finance and financial technology. This capability directly supports Elite Global Equity Fund's cross-border transaction capabilities and capital markets operations.As author of Capital, Policy & Power: The Complete Investor's Guide to the Global Renewable Energy Transition, Lankan has produced one of the most comprehensive institutional investment references on the global energy transition to date. The eight-volume series span forty-two chapters across multiple global markets, applying rigorous analytical frameworks to geopolitical risk, ESG-aligned portfolio construction, sovereign energy policy, and the evolving dynamics of the transition away from fossil fuel dependency. Designed for institutional investors, fund managers, sovereign wealth funds, and policy makers, the series draws directly on Elite's operational experience and investment philosophy translating two decades of real-world renewable energy finance into a structured guide for navigating the most significant capital reallocation of the modern era. Lankan is also the author of Navigating the Digital Age: Mastering Mega Project Financing, which examines the integration of technology, sustainability, and innovative financing structures in the c
Don NissankaChief Executive Officer & Fund Director Elite Global Equity FundDon Nissanka is the founding Chief Executive Officer and Fund Director of the Elite Global Equity Fund, a globally regulated alternative investment platform built on over 30 years of entrepreneurial leadership across technology, renewable energy, and environmentally focused investment. Under his direction, Elite has evolved into a diversified asset management and structured finance platform, mandated to deliver sustainable, ESG-aligned returns across infrastructure, energy, agriculture, advanced technology, and real estate.Don's career began at Gates Energy, where he progressed to an executive leadership role at Hawker Energy a company that subsequently merged with several industrial power systems businesses to list on the New York Stock Exchange as EnerSys Inc. During this period, he led the commercialisation of a broad portfolio of energy solutions spanning commercial aviation, defence aircraft, tactical vehicles, amphibious applications, and the prestigious nuclear submarine fleet of the United States Navy.A recognised pioneer in advanced battery technologies, Don is credited with building one of the first fully automated lithium battery manufacturing plants in the United States. In 2004, he founded and led a capitalisation program exceeding $1 billion for a lithium battery manufacturing operation through Kokam, forming a landmark joint venture with the Dow Chemical Company. Under his leadership as CEO, the company secured federal and state funding as a strategic manufacturer under the Advanced Technology Vehicle Manufacturing program of the U.S. Department of Energy.Don subsequently founded one of the first grid-level energy storage companies in the country, which later acquired CODA Energy to become the largest participant in the Self-Generation Incentive Program (SGIP) in the State of California. Partnering with Neighborhood Power as a strategic financier, he further established a prominent presence in the commercial and industrial solar power sector forming the operational foundation that underpins Elite's ESG-focused investment portfolio today.At the helm of Elite Global Equity Fund, Don has built a fully regulated, globally operating asset management platform registered with the Cayman Islands Monetary Authority (CIMA), with a U.S. Delaware-domiciled feeder entity deploying capital through Special Purpose Entities across multiple jurisdictions. Under his direction, the Fund serves as a diversified asset manager providing structured project financing and comprehensive capital management services to an expansive client base including private and public businesses, governments, public sector agencies, real estate developers, and technology incubators.Central to Don's vision at Elite is the proprietary "ECO_nomic" financing model developed over more than 15 years which integrates administration, engineering, procurement, construction, operations, maintenance, and asset management under a single platform. By leveraging off-balance-sheet capital structures, tax credits, state and federal incentives, and private investment, this model delivers a highly competitive cost of capital for renewable energy and infrastructure project development. The ESG-focused investment charter spans infrastructure, energy, agriculture, advanced technology, and real estate, with access to global capital markets through banking partners, institutional financiers, and regulated platform accounts.Under Don's leadership, Elite is currently executing its most significant strategic initiative to date: a USD 1.5 billion Senior Secured Asset-Backed Bond issuance structured as a Rule 144A / Regulation S investment-grade instrument, carrying a fixed coupon of 5.1% per annum over a 10-year maturity. The bond has received a BBB investment-grade rating from an independent Nationally Recognised Statistical Rating Organisation, with initial asset coverage of 151% and over $2.265 bi
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