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Almost USD 1 billion in Europe-bound Brazilian soy exposed to river port disruption annually by mid-century
A report by Zero Carbon Analytics quantifies the economic risk to Europe-bound Brazilian soy exports caused by declining river levels in the Amazon. The analysis indicates that by mid-century, up to USD 1 billion in annual soy trade passing through the ports of Manaus and Santarém could be exposed to disruption due to critically low river flows driven by climate change and deforestation.
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Document type: Report
LNG 2024: Latin America and Caribbean Edition
This briefing by Global Energy Monitor analyzes the expansion of liquefied natural gas (LNG) infrastructure in Latin America and the Caribbean (LAC), focusing on the significant export ambitions of Mexico and Argentina and the import expansion in Brazil. The report warns that these investments, totaling an estimated US$123.6 billion, risk becoming stranded assets and could derail the region's energy transition despite the availability of abundant renewable energy resources.
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Document type: Briefing
Gas Prospects in Colombia
This policy brief by the International Institute for Sustainable Development evaluates the economic and climate risks of developing licensed but untapped offshore gas reserves in Colombia, concluding that there is no justification for their development.
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Document type: Policy brief
Dekarbonisierung der Landwirtschaft in Afrika (EN)
This report argues that African nations should prioritize clean energy value chains over the development of gas resources to avoid long-term economic risks associated with the global energy transition and climate vulnerability.
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Document type: Report
Natural gas in Africa
A fact sheet by the NewClimate Institute arguing that natural gas cannot sustainably meet Africa's energy demands and that the continent should instead transition to renewable energy to avoid stranded assets and economic risks.
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Document type: Fact sheet
Stepping on the Gas
This report by Ember analyzes the regulatory and economic risks associated with Poland's plans to expand its gas-fired power capacity, arguing that such investments conflict with EU climate goals and exceed the capacity required for a transition away from coal.
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Document type: Report
Risks for New Natural Gas Developments in Appalachia
This research paper examines the economic viability of the natural gas industry in Pennsylvania, Ohio, and West Virginia, arguing that the region is vulnerable to low prices and a global shift toward low-carbon energy sources.
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Document type: Research paper
Will oil build or break Ghana's democracy?
This research paper examines the potential impact of oil discovery on Ghana's democratic consolidation and economic stability. It weighs the country's strong civil society and history of fair elections against risks such as 'Dutch Disease', lack of absorptive capacity, and legislative delays in managing oil revenues.
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Document type: Research paper
policy-insights-112-siyobi-5e0438ab43ead787.pdf
This research paper examines the risk of stranded assets in Africa's extractives sectors as the global economy transitions toward low-carbon energy and a circular economy. It analyzes the economic threats to fossil-fuel-dependent nations, the potential for 'premature deindustrialisation', and the opportunities presented by the rising demand for critical minerals. The author argues for a 'just transition' that prioritizes social and developmental goals through economic diversification and improved governance to avoid the 'resource curse'.
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Document type: Research paper