Europe is measuring application-to-decision time. The number that decides whether a plant gets built is decision-to-operation, and nobody publishes it.
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Independent analysis, opinion, and thought pieces from Transitions Lab. Evidence-first reading of the transitions and relationships we study, applied to the big picture.
The Lab publishes articles for the same reason it takes on any research: some questions deserve honest, independent attention regardless of who is asking. These pieces sit alongside the case studies as the openly-published half of the Lab's work.
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Europe is measuring application-to-decision time. The number that decides whether a plant gets built is decision-to-operation, and nobody publishes it.
Taranto's blast furnaces are being closed by court order. The displaced-worker evidence says most of the loss is not unemployment. It is lower wages, permanently.
Europe is deciding how sustainable finance frameworks should treat critical minerals mining. A classification question that is really a distributional one.
The AfCFTA wants two or three cross-border anchor projects rather than fifty-four national strategies. Adam Smith explained why in 1776.
Climate models run to 2100. Monetary policy runs to two years. Hungary is one of the first cases where the long risk arrived inside the short mandate on its own.
A farmer produces six outputs on a catchment. Carbon has a price and the other five do not, and the missing institution is an invoice several beneficiaries can share.
Ghana is transferring mining work to Ghanaian contractors and workers warn wages will fall. Competition among sellers to one buyer transmits the pressure to labour by design.
A €40 million European research programme has opened on novel ecosystems. Once a historical baseline is off the table, restoration is a choice about which future counts.
A Lagos operator is halving fares by scheduling passengers rather than summoning them. It removed the most expensive feature in urban mobility, which is spontaneity.
Europe is reforming procurement to weight quality against price. The first buyer bears the risk and everybody else gets the benefit. Lowest-price tendering makes it worse.
Congo is spending $180 million to know what is under its own ground and keeping the answer. Owning the survey is the negotiation, conducted in advance.
Europe has identified the gap between research and uptake. Filling it means treating uptake as science rather than outreach.
Twenty-three of sixty designated projects may not reach a decision. They may not need more money. They may need less uncertainty.
Data centres are planned as flat demand. Cooling load rises with temperature, which is the same day the rest of the system peaks.
A taxi fleet with drivers is a thousand independent risks. A robotaxi fleet is one risk repeated a thousand times, and that is a different asset entirely.
Firm clean power finally has a buyer willing to pay a premium. That solves the hardest problem in energy innovation and hands the direction of technical change to one customer class.
India is extending a family delegation framework to software agents. The mechanism transfers and the thing that made it safe does not.
Restoration costs are concentrated and its benefits are diffuse, which predicts who organises and where the sites end up.
A Nigerian agritech has raised working capital on the domestic commercial paper market. Matching the instrument to the shape of the cash flow changes what a founder should be optimising for.
A R47 billion synthetic aviation fuel plant is being built against demand that exists only because of an EU quota. That is a legitimate asset and a different risk.
Farms are most vulnerable during the transition itself. A practice can be profitable over ten years and unaffordable in year two.
Only 16 per cent of Europe's small municipalities have an adaptation plan. The clearance points do not shrink with the council, and that is the constraint.
Rwanda and Namibia are taking the industrial ecosystem as the unit. The model they are borrowing accreted over twenty years and was never designed.
A corridor redistributes market access before it creates it, and the places that lose experience no measurable event.
Zimbabwe stops lithium concentrate exports in January with one plant running. Whether that captures value depends on a detail nobody discusses.
Fuel management was a by-product of farming, never a service anybody bought. Buying it directly costs far more and lasts only as long as the budget.
None of the bottlenecks Europe found in 120 circularity projects is a recycling technology. They are all institutions for verifying a claim.
An accuracy figure is an average and a clinic experiences a distribution. The errors fall along the same axis as the exclusion the system was built to fix.
Africa will install 17 GW of solar this year and three quarters of it is invisible. We can see it because China publishes what it ships.
South African miners are building three gigawatts of their own power. Whether that strengthens the grid or hollows it is decided in tariff design.
Greece has €4.77 billion for vulnerable households. The evidence says the poorest will receive comfort rather than savings, which is not what the fund promised.
Crop forecasts are down across Europe and the pilots have done their job. What comes next is not a bigger pilot.
The DRC wants to make battery precursor rather than export cobalt. The barrier is qualification, and the same mechanism that shuts the door is why it is worth opening.
Around 60 per cent of Africa's trade costs sit inside countries, not at their borders. Variance, not price, is what stops firms depending on each other.
A US$45 billion compute deal includes 460 MW at one site. That is how smelters buy power, and there is sixty years of evidence about those bargains.
Satellite radar can confirm a paddy was flooded, plot by plot. It also removes the last budgeted reason anybody had to go and look.
Firm power was the constraint on African mineral processing and it now has an answer in the Congolese copperbelt. The tariff schedule was always the other half.
Efficiency projects with three-year paybacks do not get done, and financing is not the main reason. The product being sold is a counterfactual.
A US$2 billion restoration programme has launched. The evidence says the constraint is not ownership of the land but permission to cut the tree down.
Two swap networks raised money this month with opposite architectures. The choice is a make-or-buy decision with a testable answer.
Kenya is 93 per cent renewable and power is still expensive. Three of the four cost bands are contractual, and no power station reaches them.
A development bank lent US$100 million to a commodity trader to reach smallholders. That is a diagnosis, and it revives an old question about bundled credit.
An open battery-swapping network in Kenya fixes a real fragmentation problem. Open architecture is a technical property. Governance is a separate question.
First-loss capital addresses credit risk. Nigerian pension funds are increasing equity exposure while cutting infrastructure, which suggests credit risk is not the obstacle.
A fabrication programme in Nigeria and a 24 GW target in Indonesia are constrained by the same thing, and it is not money. Capability runs on a decade timescale.
Off-grid solar became an asset class by turning household repayments into collateral. What secures the paper is the ability to switch the light off, and water has no equivalent.
Settlement upgrading has delivered heat resilience for decades. Nobody measured it, because a results framework can only find what it was told to look for.
A solar plant in Timor-Leste and an AI data centre order from the same factories. Lead times have doubled, and nobody measures what small buyers wait.
Platforms are solving the charging-infrastructure financing problem by owning the demand. It works, and it concentrates three dependencies, work, vehicle, energy, on one counterparty.
What the size of an MRV budget is actually telling you about the deal underneath it. Elaborate verification means the benefit and the burden have been separated, and separated benefits need continuous machinery to stay connected.
A percentage without its base is not a finding, and infrastructure economics do not fit a ten-year fund. Two reading errors from one month of Southeast Asian venture data.
Why grant portfolios keep looking rosier than they are, why more dashboards and more indicators don't fix it, and what a genuine alternative would have to look like. The reasoning behind the Lab's dedicated For Funders service.
The climate debate about AI is stuck on electricity consumption. The decisive variable is which sectors are ready to convert AI into productivity, and the fossil economy has a forty-year head start.
Where the grid is unreliable, adoption is decided by which party absorbs the volatility. A reliability ledger for reading market-entry decisions in e-mobility.
Incumbents carrying their capabilities into the new regime is a good story about competence and a much harder one about conduct. Why capability is verified and routine is not.
A two-axis diagnostic that sorts every real transition into one of four patterns: directed, coordinated, stalled, or bounded leapfrogging. Where each fails, and how the Lab reads its own cases against the matrix.
The Lab's signature typology of how new infrastructure engages the systems it arrives into. Three mechanisms, matched to the three barriers a niche technology actually meets.
Europe produces world-class innovation and struggles to commercialise it; the United States does the reverse. What the asymmetry means, and where an independent evidence layer fits in the gap.
Europe is committing hundreds of billions to Africa; Africa is becoming the largest growth market of the century. Where the two genuinely fit, and what stands between the investment and the impact it promises.
The European Social Fund Plus backs socially innovative projects across Europe and asks them to prove what actually works. What that proof looks like, done independently and honestly, and where the Lab fits.
A plain-language guide to the two kinds of research evidence, and how they work together. What qualitative work can tell you that numbers, on their own, never will.
The five-levels-down principle behind the Lab's qualitative reach, and the probing techniques that get an interview from fact to meaning.
Technology Readiness Levels and Societal Readiness Levels, and why both axes decide whether a technology reaches the people it was built for.
For the Lab's applied work, see What We Do. For the field cases behind these arguments, see Case Studies. To discuss a study, see Contact.