Search Climate Insights Directory
314 results
Budgeting for Net Zero: Powering India's reliable clean energy future
The report evaluates the viability of firm and dispatchable renewable energy (FDRE) in India, finding that its competitiveness against coal depends on the ability to sell surplus power and the inclusion of external costs like pollution. It highlights that FDRE can be deployed significantly faster than coal plants and provides net economic gains, including GDP growth and job creation, while reducing emissions.
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Document type: Report
Pragmatische Wege zur Abstimmung von Klima- und Handelsregelungen auf die afrikanischen Ambitionen im Bereich grüner Technologien
The document examines the tension between Africa's potential as a clean energy leader and the restrictive nature of unilateral trade instruments like the EU's CBAM. While Africa possesses significant renewable energy potential and 30% of global critical mineral reserves, the paper argues that CBAM could reduce collective GDP by 0.91% (approximately USD 25 billion) and limit fiscal space for green R&D. It suggests that African nations leverage their strategic mineral advantages, utilize the African Continental Free Trade Area (AfCFTA) to eliminate 97% of internal tariffs, and push for more structured discussions on trade restrictions within the UNFCCC and WTO.
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Document type: Research paper
Canada veut diversifier échanges commerciaux mais besoin infrastructures adaptées
The document highlights the critical need for Canada to adapt its commercial infrastructure—including ports, roads, and airports—to climate change. It cites the 2021 atmospheric river in British Columbia as a primary example of how climate-driven disasters cause massive economic losses and supply chain disruptions. The author notes a $265 billion infrastructure deficit and calls for the federal government to mandate climate risk assessments for all publicly funded projects, upgrade existing corridors, invest in flood protections, and provide long-term funding to municipalities.
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Document type: Statement
Canada wants to diversify trade but needs infrastructure built for climate change
The Canadian Climate Institute warns that Canada's trade infrastructure is vulnerable to climate change, citing the 2021 B.C. floods as a primary example of the economic risks. It calls for the federal government to embed climate risk assessments into new projects, upgrade existing corridors, invest in protective infrastructure, and provide stable funding for municipalities to avoid building assets based on outdated climate data.
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Document type: Statement
Reliable grids are key to sustaining ASEAN’s economic growth
The report highlights the critical role of grid reliability and 'smart grids' in sustaining ASEAN's economic growth and clean energy transition. While the region has seen improvements in outage duration and frequency, challenges remain regarding transmission capacity and the integration of solar and wind power. The document warns that failure to invest in digital intelligence and infrastructure could lead to nearly $2.3 billion in annual economic losses by 2040.
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Document type: Report
When the River Runs Dry: How Amazon Deforestation Threatens the Brazilian Economy
The report argues that the Amazon forest is a strategic economic asset for Brazil because it regulates the 'flying rivers' that distribute rainfall across the country. Deforestation of approximately 20% of the biome has already led to significant financial losses in the hydroelectric sector and increases vulnerability in agriculture, urban water systems, and logistics. The authors conclude that protecting the forest is a national strategic imperative to ensure economic stability and development.
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Document type: Report
The Inequity of Evolving EU Climate Regulations for African Countries
The report examines four EU climate regulations—the Carbon Border Adjustment Mechanism (CBAM), the EU Deforestation Regulation (EUDR), the EU ETS for Shipping, and Methane Regulations—and their disproportionate effects on African economies. It highlights risks such as GDP reduction, loss of export revenue, and increased maritime costs, while calling for financial support, technical capacity building, and a shift toward global rather than unilateral regulatory frameworks.
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Document type: Report
What’s Next for Advanced Energy Manufacturing in the United States?
The One Big Beautiful Bill Act (OBBBA) introduces a mix of incentives and challenges for US advanced energy manufacturing. While it preserves the 45X production credit and introduces 'full expensing' for capital investments, it also imposes stricter foreign entity of concern (FEOC) restrictions and accelerates the phase-out of certain clean energy tax credits, leading to reduced demand projections for solar, wind, and electric vehicles. The report suggests that manufacturers should pivot toward grid equipment, geothermal, nuclear, and upstream components where demand still exceeds domestic capacity.
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Document type: Report
Domestic Implications of Existing and Planned Oil and Gas Demand Reduction Strategies for Nigeria
The document examines Nigeria's vulnerability to global energy transitions due to its heavy reliance on oil and gas exports, high production costs, and limited economic diversification. It highlights the risks of reduced government revenue and job losses while identifying opportunities in critical minerals, natural gas as a transition fuel, and non-oil sector growth.
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Document type: Case study
From Wildfires to Trade Corridors: Climate Resilience as an Economic Strategy
The Canadian Climate Institute asserts that escalating climate risks threaten Canada's trade infrastructure and economic stability. The document highlights the severe economic toll of climate-driven events, citing a projected cost of $25 billion to the economy in 2025, and advocates for treating climate-resilient infrastructure as a project of national interest to safeguard long-term wealth creation.
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Document type: Statement
CMW feedback on a potential downstream extension of the CBAM and new anti-circumvention rules
Carbon Market Watch argues against scrapping the CBAM despite industry complaints about administrative complexity, suggesting instead that the EU quantify actual carbon leakage and circumvention risks before expanding the mechanism to downstream products. The organization emphasizes that complementary EU policies like the Digital Product Passport and international standards can mitigate administrative burdens. It further recommends providing special treatment for Least Developed Countries (LDCs) and Small Island Developing States (SIDS) to align with UNFCCC principles.
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Document type: Statement
Still Your Grandfather’s Boiler: Estimating the Effects of the Clean Air Act’s Grandfathering Provisions
The research finds that grandfathering provisions in the U.S. Clean Air Act's New Source Review program created perverse incentives that delayed the retirement of old boilers and increased their operational hours. This regulatory differentiation reduced the probability of a grandfathered boiler retiring by 2.4 percentage points and increased annual operations by approximately 1,150 hours. These effects are estimated to have caused annual societal damages of up to $2.5 billion due to increased SO2 emissions.
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Document type: Research paper
Energy Leadership in a Time of Need: A Blueprint for States
The report assesses the economic damage caused by the One Big Beautiful Bill Act (OBBBA), projecting significant costs to households and a reduction in GDP and jobs by 2035. It urges U.S. state policymakers to implement five 'no-regrets' strategies—accelerating wind and solar construction, streamlining deployment, sustaining electric transportation, increasing building efficiency, and stimulating clean industrial investment—to maintain economic opportunity and lower energy costs despite federal policy failures.
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Document type: Report
Can and should African Article 6 Credits be CBAM eligible?
The report argues that allowing African exporters to use Article 6 carbon credits to reduce their EU CBAM liabilities would address equity concerns, retain climate finance within Africa, and provide policy flexibility. It notes that current CBAM regulations only permit deductions for explicit carbon prices (taxes or ETS), making Article 6 credits ineligible. The document highlights the significant economic risks CBAM poses to African GDP and the specific challenges African nations face in implementing traditional carbon pricing due to their emissions profiles and administrative constraints. It concludes with recommendations for the EU to amend its regulations to include high-integrity international credits, specifically those from Least Developed Countries (LDCs) and Africa, to align with the principle of Common but Differentiated Responsibilities and Respective Capabilities (CBDR-RC).
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Document type: Report
U.S. Tariffs Hit Latin America Hard—China's Policy Response May Matter Even More
U.S. tariffs have created a mixed impact across Latin America, with Mexico and Central American countries facing the highest effective tariff rates due to their export profiles and reliance on the U.S. market. However, the authors argue that South American nations are more vulnerable to indirect spillovers from China, which is now the primary trading partner for most of the subregion. A slowdown in Chinese demand for minerals, metals, and energy products, driven by high U.S. tariffs on China, could depress regional growth and commodity prices if China fails to implement effective countercyclical fiscal and monetary policies.
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Document type: Research paper
Carbon Competitiveness: India at the Net Zero–Trade Nexus
India's export economy is increasingly vulnerable to carbon-based trade measures, with 68% of its exports going to countries committed to net zero. The report highlights that 7.5 million jobs are exposed to active Carbon Border Adjustment Mechanisms (CBAMs), and sectors like professional services are among the most carbon-intensive globally. To maintain competitiveness against rivals like Vietnam and China, the document argues India must accelerate grid decarbonisation and update its 2025 Nationally Determined Contribution.
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Document type: Executive summary
The geography of clean energy investments in the U.S.
The document analyzes how federal clean energy incentives have driven over $321 billion in investments across the U.S. between Q2 2022 and Q1 2025, highlighting that these investments are heavily concentrated in Southern and Western states and Republican-held congressional districts. It argues that rolling back these incentives would disproportionately harm these regions and jeopardize significant outstanding investments in states like Louisiana and North Dakota, as well as major projects in emerging hubs like Southern Arizona and the Southeast.
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Document type: Briefing
Grids for data centres
The report argues that while the EU aims to triple data centre capacity within five to seven years, grid congestion in traditional hubs like Dublin, Frankfurt, and Amsterdam is creating a primary barrier to growth. This is shifting investment toward markets with better grid preparedness, such as the Nordics and Belgium. Data centres are identified as unique grid challenges due to their large, localised, and continuous loads. Despite their economic benefits—including GDP growth and job creation—forecasts suggest the EU will likely only double its capacity by 2030, falling short of its target.
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Document type: Report
ASSESSING IMPACTS OF THE “ONE BIG BEAUTIFUL BILL ACT” ON U.S. ENERGY COSTS, JOBS, HEALTH, AND EMISSIONS
The report finds that the One Big Beautiful Bill Act (OBBBA) would significantly increase U.S. household energy costs, lead to substantial job losses in manufacturing and clean energy, and increase greenhouse gas emissions and premature deaths. By repealing key tax credits and environmental standards, the bill is projected to shrink cumulative GDP by $1.1 trillion between 2025 and 2034 and reduce new electricity capacity by 330 GW by 2035. While the bill expands oil and gas leasing, the report argues that the resulting increase in production is offset by higher demand-driven prices for fossil fuels.
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Document type: Report
ASSESSING IMPACTS OF THE 2025 RECONCILIATION BILL ON U.S. ENERGY COSTS, JOBS, HEALTH, AND EMISSIONS
The report finds that the 2025 Reconciliation bill would significantly increase household energy costs, lead to substantial job losses, and increase greenhouse gas emissions by repealing clean energy incentives and EPA standards. Despite proposed increases in oil and gas production, the analysis suggests that higher demand for fossil fuels and the loss of low-cost renewable capacity would raise overall energy spending and decrease GDP.
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Document type: Report