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The document analyzes the 2026 State of the European Union address, emphasizing that while the EU has made progress in clean electricity, it now faces a critical 'delivery' phase. It argues for a diverse energy mix including clean firm power, the acceleration of grid expansion to resolve connection bottlenecks, and the use of the Industrial Decarbonisation Bank to move projects to final investment decisions. Additionally, it stresses the importance of maintaining strong methane regulations and creating lead markets for low-carbon products to ensure industrial competitiveness and energy security.

The Clean Air Task Force (CATF) provides recommendations for the U.S. Department of Energy's (DOE) $10.75 million funding opportunity for Innovative Research and Training for Subsurface Energy Production. CATF argues that to move beyond regions with shallow heat, funding must target the primary hurdles of drilling deeper than 7km and completing wells in temperatures exceeding 400°C. The document highlights the need for advanced digital twin capabilities and system-wide modeling to reduce development risk, noting that current data for extreme environments is insufficient. It emphasizes that public-private partnerships are essential to share the high cost and risk of exploratory drilling and to develop a skilled workforce. Specifically, CATF recommends that the DOE award projects focusing on either well field development at temperatures >400°C in shallow heat regions or drilling to 200°C at depths >7km.

The policy brief examines the 'cross-chain' risks in the carbon capture and storage (CCS) value chain, where delays in transport or storage infrastructure leave industrial emitters facing a 'double burden': the cost of capture equipment and continued EU ETS payments for uncaptured emissions. It contrasts the EU's current funding gaps with the UK's 'CCS business models' and suggests the EU utilize ETS revenues or the proposed Industrial Decarbonisation Bank to provide financial safeguards during infrastructure outages.

The report finds that 91% of energy-related federal actions are categorically excluded from higher-level NEPA reviews, with higher scrutiny typically reserved for larger-scale projects. It provides quantitative evidence that tiered reviews can reduce timelines compared to standard Environmental Impact Statements (EIS). The analysis identifies the Department of the Interior as the central hub for interagency coordination on decarbonization projects. Additionally, it notes a modest reduction in EIS page lengths following the Fiscal Responsibility Act of 2023, while highlighting significant gaps in federal data management and metadata standardization.

The report identifies a 'planning gap' in deregulated U.S. power markets where short-term wholesale price signals and Clean Electricity Standards (CES) fail to incentivize long-lead time, capital-intensive technologies like nuclear, geothermal, and long-duration energy storage. To address this, the authors propose a 'hybrid market' approach called state-led planning, which consists of three core components: system needs assessments, technology development roadmaps, and state-led procurement. This framework allows states to provide the long-term revenue certainty required by investors while maintaining the operational efficiencies of competitive wholesale markets. The report highlights Illinois's Clean and Reliable Grid Affordability Act as a primary example of this approach in practice and discusses the role of FERC Order 1920 in improving regional transmission planning.

Recent European heatwaves have forced nuclear plants in France, Romania, and Hungary to reduce output or shut down due to high river temperatures and low water levels, which trigger environmental protections for aquatic ecosystems. While these disruptions are environmental operating constraints rather than safety failures, they highlight the need for climate-resilient design. Adaptation options include transitioning to indirect or dry cooling systems, utilizing deeper seawater for coastal plants, and deploying advanced reactors or small modular reactors that require less water. The document emphasizes that these challenges are shared by other thermal power plants and that future energy planning must incorporate projected climate conditions into siting and design.

The report analyzes four decarbonization pathways for California's cement sector, all incorporating carbon capture and storage (CCS) to address process emissions. Pathways involving limestone calcined clay cement (LC3) and alternative fuels (woody biomass or engineered municipal solid waste) demonstrate the lowest lifetime carbon abatement costs, around $100 per metric ton of CO2. In contrast, full electrification combined with CCS is the most expensive at $479 per metric ton. While all pathways significantly reduce emissions relative to a baseline, the report highlights that energy costs are the primary driver of lifetime expenses. Qualitatively, the transition to these technologies is expected to provide net air quality benefits by reducing SO2 and particulate matter, although amine-based CCS may slightly increase VOC emissions.

The report analyzes four technology pathways for decarbonizing California's cement industry—CCS only, electrification with CCS, blended cement (LC3) with CCS, and blended cement with alternative fuels and CCS. It finds that while significant reductions are possible, reaching net-zero will require higher capture rates, grid decarbonization, and additional carbon removal. To bridge cost and regulatory gaps, the authors recommend establishing a State Revolving Loan Fund, implementing a Carbon Border Adjustment Mechanism (CBAM), and creating statewide Best Available Control Technology (BACT) guidelines for CCS projects.

The report argues that while next-generation geothermal has vast potential to provide clean firm power, its growth is hindered by a 'missing middle' financing gap, subsurface uncertainty, and outdated regulatory frameworks. It proposes five deployment levers: characterizing subsurface resources through data digitization and mapping, governing through streamlined permitting and clarified property rights, financing via procurement standards and convertible loans, connecting through improved transmission planning and workforce development, and innovating through sustained R&D and testbeds.

The report finds that while Poland has significant geological storage potential (estimated at 15 Gt) and industrial demand in hard-to-abate sectors like cement, the CCS sector remains pre-commercial due to regulatory uncertainty and a lack of revenue support. It identifies regulatory certainty and revenue adequacy as the most critical barriers to final investment decisions (FID). To address these, the report proposes a three-phase roadmap: establishing regulatory and financing foundations by 2027, initiating pre-commercial value chains by 2030, and expanding infrastructure for market scale-up thereafter. Key recommendations include adopting a national CCS strategy, implementing Carbon Contracts for Difference (CCfDs), and creating a digital 'one-stop shop' for permitting to align with Net Zero Industry Act (NZIA) requirements.

The Clean Air Task Force and the Fusion Industry Association urge the European Commission to transition from a research-focused approach to an industrial strategy for fusion energy. They recommend establishing a credible pathway for commercialisation in the 2030s, creating a fusion-specific regulatory framework distinct from nuclear fission, and implementing milestone-driven financing to attract private capital. The authors emphasize the need for harmonised codes and standards, a comprehensive workforce strategy, and strong coordination between EU and national initiatives to maintain competitiveness against the United States and China.

The document argues that the United States must shift from a fragmented approach of one-off nuclear projects to a strategy of standardization and repeat construction to efficiently scale nuclear energy deployment.

A coalition of industry, civil society, and research organisations urges the Helsinki Convention parties to remove legal and regulatory barriers to offshore CO2 storage in the Baltic Sea. The signatories argue that current frameworks hinder the development of storage infrastructure, risking the achievement of the EU's Net-Zero Industry Act target of 50 million tonnes of annual CO2 injection capacity by 2030. They suggest following the example of the London Protocol to find practical solutions for cross-border CO2 transport and storage while maintaining robust environmental safeguards for the marine environment.

The policy brief argues that the proposed €100 billion Industrial Decarbonisation Bank (IDB) must move beyond fragmented grants to a coordinated system of carbon contracts for difference (CCfDs), project development support, and shared infrastructure funding. It highlights a significant delivery gap in existing EU programs, noting that only 16 of 208 Innovation Fund grant agreements had entered operation by June 2025. To resolve this, the author recommends technology-neutral auctions with sector-specific caps, two-way CCfD settlements referenced to EU ETS prices, and the sequencing of infrastructure delivery to align with industrial final investment decisions (FID).

The report examines the EU's 2040 climate target, which allows up to 5% of the 90% net reduction goal to be met via high-quality international credits under Article 6 of the Paris Agreement from 2036 to 2040. It advocates for centralised purchasing—via the European Commission or a dedicated body—over decentralised Member State procurement to leverage bargaining power, pool expertise, and link purchases to strategic partnerships. The authors warn of significant delivery risks due to strict Article 6 temporal rules, long project lead times, and the increasing tendency of partner countries to retain mitigation benefits for their own NDCs. Key recommendations include a structured procurement timeline starting with Member State notifications by 2030, a calibration report by 2034, and the use of strategic over-procurement to hedge against supply shortfalls. The report explicitly advises against allowing these credits for direct compliance under the EU Emissions Trading System (EU ETS) to maintain the system's integrity.

In Q1 2026, U.S. clean energy investments were heavily influenced by executive branch implementation and policy certainty. While electric power investments increased—driven by a massive nuclear project in Texas—manufacturing investments declined for the sixth consecutive quarter. Federal support strongly favored critical minerals and battery storage, while sectors like hydrogen, solar, and sustainable aviation fuel (SAF) faced mixed outcomes due to fragile policy support and tightened tax credit eligibility windows.

The policy brief emphasizes that cutting methane emissions can slow the rate of warming within current lifetimes because methane has a shorter atmospheric lifespan than carbon dioxide. It highlights the use of optical gas imaging to identify invisible leaks and argues that the fossil fuel industry wastes 200 billion cubic meters of gas annually through leaks and flaring. The document advocates for the EU Methane Regulation's application to imports to potentially cut global oil and gas methane emissions by 30 per cent. Additionally, it promotes the Fossil Fuel Regulatory Programme (FFRP), which assists low- and middle-income countries in establishing emissions rules, with Egypt, Brazil, and Bosnia and Herzegovina recently joining the initiative.

The Clean Air Task Force (CATF) recommends a cautious, safeguard-driven integration of permanent carbon removals (specifically DACCS and BioCCS) into the EU ETS to avoid deterring direct emissions reductions. The briefing argues for expanding the ETS scope to include extra-EEA flights, vessels above 400 gross tonnage, and municipal waste incineration and landfills. It specifically highlights the need to address non-CO2 aviation impacts, such as contrails, through financial incentives and robust monitoring. To support the transition, CATF suggests earmarking aviation ETS revenues for sustainable aviation fuels (SAF) and maintaining SAF allowances beyond 2030.

The Clean Air Task Force (CATF) evaluates the Council's general approach to the European Commission's Grid Package, which includes revisions to the TEN-E Regulation and permitting procedures. While welcoming the move toward mandatory sensitivity analyses and the recognition of permitting bottlenecks, CATF warns that shifting the 'central scenario' for infrastructure planning to an implementing act could 're-nationalised key elements' and increase Member State control. The document emphasizes a critical lack of transparency in modelling and warns that making digital permitting portals and tacit approval mechanisms optional could create a 'patchwork of policies' that slows cross-border deployment. CATF advocates for open modelling, independent review of cross-sector assumptions, and a time-bound permitting framework to meet Europe's climate and energy security goals.

The Clean Air Task Force (CATF) proposes several amendments to Poland's draft Heating Transformation Strategy to 2040. Key recommendations include a more nuanced approach to nuclear heating—distinguishing between large plants, SMRs for cogeneration, and heat-only SMRs—and the removal of renewable hydrogen as a general heating solution due to inefficiency. CATF also advocates for enhanced risk-sharing mechanisms for geothermal energy, specifically 'Super Hot Rock Energy', and the legal and financial inclusion of energy communities and social ownership models to increase local acceptance and efficiency.