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The report proposes a tripartite contracting model for Europe, where a state-backed intermediary connects clean energy suppliers and industrial consumers. This mechanism aims to solve structural barriers in bilateral Power Purchase Agreements (PPAs), such as creditworthiness requirements for SMEs and the mismatch between variable renewable generation and industrial baseload demand. By pooling diverse technologies—including renewables, storage, and clean firm capacity—the intermediary can offer 24/7 clean power products and absorb counterparty risk. The document outlines an implementation roadmap involving the European Commission and Member States, emphasizing the need for harmonized Guarantees of Origin, improved two-sided Contracts for Difference (CfDs) design, and integrated grid planning.

The report provides a detailed breakdown of aligned GSS+ debt volumes, issuer types, and geographic trends for Q1 2026, highlighting the continued dominance of green bonds and the European market.

The report finds that while the Chilean light-duty vehicle fleet achieved a record-high average fuel economy of 16.9 km/lge in 2025, only 45% of importers complied with the required standard. Compliance was largely driven by a threefold multiplier for plug-in vehicles, as actual sales-weighted fuel economy without the incentive was lower than the 18.8 km/lge target. Despite a 200% increase in available battery electric vehicle (BEV) models and a 26% price drop for top-selling BEVs, the BEV market share remained stagnant at 2.2% between 2024 and 2025. The report notes a 3% reduction in CO2 emissions from vehicles sold since 2023 and an estimated saving of 9.1 million litres of gasoline.

The report finds that while the average fuel efficiency of light vehicles sold in Chile reached a historic high of 16.9 km/lge in 2025, only 45% of importers complied with the legal standard. This compliance was largely achieved through 'multipliers' for plug-in vehicles rather than actual efficiency gains across the fleet. Despite a 200% increase in available battery electric vehicle (BEV) models and a 26% drop in the average price of the top 10 BEVs, their market share remained stagnant at 2.2% between 2024 and 2025.

African ClimateTech has grown significantly, with funding increasing from $206 million in 2016 to over $1.5 billion in 2025, now accounting for nearly 40% of all disclosed venture funding on the continent. However, this growth is highly concentrated: the top 10 companies raised as much as all other companies combined, and Energy accounts for roughly 65% of total funding. The report argues that the ecosystem is not a single market but a collection of applications maturing at different speeds. Energy Generation has reached 'Early Maturity,' while Mobility & Transport is in 'Late Frenzy.' Conversely, Water Access and Built Materials remain in 'Irruption.' A critical finding is that financial maturity, rather than technological readiness, is the primary constraint, with significant gaps in early-stage equity and working capital. The report advocates for 'tailored capital stacks' that combine grants, equity, and debt based on the specific maturity stage of each application.

The document details the global lithium landscape, highlighting the dominance of Australia, Chile, and China in mining and refining. It analyzes the shift in demand toward battery manufacturing, which now accounts for 87% of total lithium use, and examines the technical pathways for extraction, including brine-based, hard-rock, and emerging clay-based methods. The report also addresses geopolitical risks, such as export bans in Zimbabwe, and environmental concerns, specifically water scarcity in producing regions and the GHG emissions intensity of different processing routes.

Rooftop solar capacity in the Philippines has likely doubled between April 2025 and April 2026, reaching approximately 1,300 MW. This growth is driven by surging electricity prices, which have reduced payback periods for residential, commercial, and industrial users to between 2.3 and 3.1 years. The report highlights a massive influx of solar panel imports from China and the emergence of domestic manufacturing. To further scale rooftop solar to a target of 3,500 MW with 4,500 MWh of battery storage within 24 months, the author recommends expanding low-interest loan schemes, legalising 'plug-and-play' solar kits under 800 watts, and implementing a distributed grid-battery project.

The Multi-Family Housing Tracker documents the significant increase in private equity ownership of U.S. apartment complexes, noting that 228 identified firms own nearly 3 million units, or approximately 13% of the national total. The report highlights a heavy concentration in Sunbelt states and metropolitan areas, correlating these regions with sharp increases in 'cost-burdened' renters. It details a business model focused on rapid value increases through rent hikes and additional fees, while documenting widespread tenant complaints regarding poor maintenance, aggressive evictions, and the use of algorithmic pricing software like RealPage. The document concludes with recommendations for landlords, public officials, and institutional investors to implement rent caps, just-cause eviction protections, and responsible investment standards.

The document argues that relying solely on voluntary corporate credits is insufficient for scaling CDR and proposes three diversified demand pathways: credit purchasing through government procurement and compliance markets, demand for differentiated low-carbon products enabled by carbon accounting and 'Buy Clean' policies, and 'flipping the script' by funding services where CDR is a co-product, such as wildfire prevention or waste management.

The document details the global cobalt market, highlighting the extreme concentration of mine production in the Democratic Republic of the Congo (DRC) and refining in China. It examines the shift toward battery-enabled end-uses, the role of Chinese investment in global supply, and the social risks associated with artisanal mining in the DRC.

The report asserts that metallurgical coal demand is plateauing as the steel industry shifts toward low-carbon technologies like electric arc furnaces (EAFs) and green hydrogen-based direct reduced iron (DRI). While some governments and financial institutions remain bullish on long-term growth, particularly in Asia, the document predicts a 4.8% drop in met coal consumption between 2025 and 2030. It highlights the risk of stranded assets, noting that 145 companies are planning expansions that could increase global capacity by 580 million tonnes per year. The report recommends scrapping subsidies for traditional steel, lowering industrial electricity prices, and using public procurement to prioritise green steel to accelerate the transition.

RMI and OTS R&D conducted laboratory tests on residential split systems and packaged rooftop units to determine if reclaimed R-410A refrigerant, processed to AHRI 700 standards, performs differently than virgin refrigerant. The results showed no statistically significant differences in heating capacity, cooling capacity, or energy efficiency across all tested operating conditions. The report argues that scaling refrigerant recovery and reclamation is essential to bridge the structural gap between declining HFC production under the AIM Act and the ongoing servicing demand for existing equipment, particularly for R-410A, which served approximately 85% of US residential and 92% of light commercial cooling systems in 2022.

The report finds that by 2030, private sector demand for near-zero emissions steel in the analyzed Asia-Pacific countries will reach 6.1 million tons, with an additional 11.5 million tons possible through aligned public procurement. However, the projected clean steel supply pipeline of 2.5 million tons is insufficient to meet this demand, creating a gap that could be filled by new projects or green iron imports from Australia. Scaling this market requires overcoming barriers such as unclear product standards and price premiums through government incentives and demand aggregation mechanisms.

The project aims to build a 'climate risk protection shield' for 840,000 individuals in Zambian smallholder households by transitioning from aid-dependent interventions to self-sustaining markets. It consists of three components: restructuring the insurance sector through a not-for-profit reinsurance cell, strengthening the indigenous tree seedling supply chain via a national certification system and 1,000 nurseries, and utilizing the One Acre Fund platform to provide climate-resilient inputs and training to 65,000 households. The total investment is USD 30,261,554, including USD 5,261,554 in co-financing from One Acre Fund.

After a record year in 2024, the U.S. EV market experienced a 4% sales decline in 2025, driven by the expiration of federal tax credits and a volatile regulatory environment. While charging infrastructure continues to grow through private investment, nearly $20 billion in manufacturing projects have been canceled, particularly in the Midwest and South. Major automakers are shifting strategies toward hybrids and affordable models to mitigate losses, while workers face increased layoffs and production pauses. Despite these setbacks, long-term forecasts from BloombergNEF and the IEA suggest continued, albeit slower, EV adoption through 2030.

Turkey's coal-fired power generation reached 121 TWh in 2025, with imported coal accounting for approximately two-thirds of production due to higher capacity factors. While no new plants have been commissioned since 2022, a purchase guarantee for domestic coal plants announced in September 2025—offering 75 USD/MWh from 2026 to 2029—is expected to increase capacity utilization and potentially push coal generation to new records before a decline after 2030.

Nigeria is positioning itself as an African EV hub by leveraging high vehicle demand and private sector innovation in battery swapping and asset financing. The proposed Electric Vehicle Transition and Green Mobility Bill seeks to drive this shift by mandating 30% local content for EVs by 2030 and providing tax incentives for manufacturers and users. While companies like Spiro and MAX are scaling infrastructure and fleets, the report suggests Nigeria could adopt a more gradual transition from imports to local manufacturing, similar to Rwanda and Ethiopia, to avoid stalling adoption.

The document analyzes the use of the voluntary carbon market (VCM) to finance the plugging of orphaned oil and gas wells in North America to reduce methane emissions. It evaluates four existing methodologies (ACR, BCarbon, CarbonPath, and OCP), noting that while these projects offer strong additionality and significant co-benefits, they face challenges regarding emissions quantification and long-term permanence due to a lack of empirical data on orphaned well behavior. The report provides a risk framework for buyers and developers, highlighting the tension between industry expertise in producing wells and the uncertainty of non-producing, abandoned wellbores.

As of year-end 2025, the cumulative issuance of GSS+ bonds meeting Climate Bonds Initiative standards reached USD 6.8 trillion. Green bonds remain the dominant segment, surpassing USD 4 trillion in outstanding balance. The report highlights a growing focus on adaptation and resilience (A&R) finance, exemplified by the world's first certified resilience bond issued by the Tokyo Metropolitan Government and the development of the Climate Bonds Resilience Taxonomy (CBRT).

The document highlights the growing role of energy storage in supporting the global transition to renewable energy, noting that combined wind and solar capacity has reached 3,222 GWac. It identifies China, the U.S., and the EU as leaders in total capacity, while emphasizing the trend of colocating storage with renewables in emerging markets like Chile, Türkiye, Australia, and Nigeria to manage curtailment and grid instability. Specifically, Chile is identified as the leader in Latin America, utilizing BESS to address transmission constraints and target 80% renewable electricity generation by 2030.