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The report argues that the sustainability transition creates 'creative destruction' where new technologies and business models render existing assets economically unusable. It proposes a three-step methodology: identifying disruptions and scenarios, testing for negative growth dynamics, and mapping asset-type implications. Applying this to Europe, the authors identify up to €750 billion in assets at risk across three sectors. The European electricity sector serves as a historical case study, having suffered €130 billion in impairments between 2010 and 2015. In the automotive sector, up to €243 billion is at risk due to the combined impact of electric vehicles, autonomy, and car sharing. The apparel industry faces risks primarily in real estate and intangible brand value due to e-commerce and supply-chain ESG issues. The report concludes that traditional ESG analysis is insufficient and must be integrated with financial value assessments to capture non-linear disruption risks.

The document details a bottom-up modeling exercise using the Energy Scope tool to project Colombia's energy transition. It outlines a path toward net-zero emissions by 2050, characterized by a massive scale-up of solar and wind capacity, the gradual phase-out of fossil fuels, and the integration of energy storage and green hydrogen. The modeling identifies specific capacity targets for renewable energy across three time horizons and highlights the role of natural gas as a transitional fuel for transport and industry before full electrification.

The document analyzes four scenarios for the decommissioning of coal and gas plants in Colombia, finding that while average energy balances remain positive, significant deficits in 'firm energy' (guaranteed supply during critical periods like droughts) would emerge. The most severe deficit of 37.9% by 2038 is projected under both synchronous and sequential phase-out scenarios. To mitigate these risks, the report argues for additional renewable capacity beyond current plans, improved transmission infrastructure, and the implementation of battery energy storage systems (BESS).

The report outlines the assumptions used to model transportation emissions reductions by 2030, including fuel economy targets, the adoption of plug-in hybrids, and the deployment of cellulosic ethanol. It describes adjustments made to the AEO 2008 model to reflect more aggressive efficiency standards and the impacts of smart growth policies.

The Union of Concerned Scientists advocates for a 'count carbs and make carbs count' approach to transportation fuels, emphasizing the need for life cycle emissions analysis to distinguish between high-carbon fuels like liquid coal and low-carbon alternatives like cellulosic ethanol. The report highlights that while some biofuels can significantly reduce emissions, others may increase them depending on feedstock and land use. It promotes the adoption of Low Carbon Fuel Standards, citing California's model, to drive the market toward sustainable, low-carbon fuels and avoid the high emissions associated with liquid coal and tar sands.

The technical appendices describe the use of a Global Trade Analysis Project (GTAP) general equilibrium model to simulate the effects of adopting the MyPlate and Harvard Healthy Eating Plate dietary guidelines. The analysis focuses on the resulting shifts in U.S. crop acreage, specifically the reduction of cereal grain production in favor of fruits, vegetables, and other crops. Key findings include a projected 8% decline in U.S. cereal grain acreage under the Harvard scenario and significant changes in land rental rates and production levels for various food sectors.

The document details five modeling scenarios for US decarbonization, comparing a business-as-usual reference case against pathways aiming for net zero emissions by 2050. It provides quantitative data on emissions, energy supply, and technology deployment, specifically highlighting the roles of electrification, renewable energy, and carbon capture.

The document examines the application of the Low Emissions Analysis Platform (LEAP) in Tamil Nadu to help state planners design low-carbon energy pathways. It highlights Tamil Nadu's significant renewable energy potential and current capacity, while warning that continuing current trends without intervention will lead to a sharp increase in emissions due to thermal energy generation. The study argues for an integrated planning approach that includes phasing down inefficient thermal plants, managing capacity additions to avoid surpluses, and implementing demand-side energy-efficiency measures.

The document argues that carbon removal is necessary to meet Paris Agreement temperature targets, as emissions reductions alone are insufficient. It advocates for a portfolio-based approach to carbon removal technologies to manage uncertainty and risks, emphasizing the need for effective governance and safeguards to prevent the displacement of food production or ecosystem loss.

To meet projected global demand, aquaculture production must increase from 67 million tons in 2012 to approximately 140 million tons by 2050. While this growth could provide 14 percent of the additional animal protein needed by 2050, it poses significant environmental challenges. The report finds that 'business as usual' growth would likely double most environmental impacts, though specific scenarios involving renewable energy and improved efficiency could mitigate these effects. The authors recommend a combination of technological innovation in breeding and feeds, spatial planning, shifted incentives, advanced information technology for monitoring, and a dietary shift toward low-trophic species like tilapia and carp to ensure sustainable intensification.

The document evaluates eight 2035 energy scenarios for the U.S. under a 450 ppm CO2 constraint, analyzing eleven energy security factors. It concludes that while some insecurity is inevitable during the transition, the costs and risks of meeting greenhouse gas goals can be minimized through the sustained development and global deployment of advanced low-carbon technologies, provided that policymakers balance aggressive action with the stability of existing fuel systems.

The paper presents 12 combinations of three demand and four supply scenarios to help Tamil Nadu plan its energy mix through 2030-31, emphasizing the need for storage integration in ambitious renewable pathways and careful power purchase planning given the financial state of TANGEDCO.

The paper presents a wildfire prediction and loss assessment framework designed for the financial sector, using a case study of five crops in Yunnan Province. It finds that historical annual losses for these crops ranged from US$135.8 million to $254.8 million between 2011 and 2020, with extreme events causing 15 to 30 percent of annual losses. Future projections indicate a shift in the peak Fire Weather Index (FWI) from March/April to February/March, with the SSP2-45 scenario showing the highest mean FWI. The study notes that financial institutions in Yunnan lack the capacity to manage these risks, though insurance companies and banks show interest in integrating physical climate risk analysis for parametric insurance and credit risk management.

The paper evaluates two policy packages for India: the NDC-SDG scenario, aligning with 2030 goals, and the LTD scenario, targeting 2050. The LTD scenario offers higher emission reductions and health co-benefits but relies more on nascent technologies. Both scenarios demonstrate that deep decarbonization can coexist with GDP growth and employment increases, with a carbon tax identified as a critical policy lever.

The study examines the water-energy nexus in Qingdao, finding that while unconventional water sources like seawater desalination are necessary to meet growing demand, they significantly increase energy intensity and carbon emissions compared to local surface water.

The United States proposed greenhouse gas reduction targets of 17% by 2020 and 26-28% by 2025 relative to 2005 levels. WRI analysis suggests these targets are achievable through the aggressive implementation of federal and state policies, including President Obama's Climate Action Plan. However, further significant action is required to align the U.S. trajectory with a 2°C long-term goal.

The analysis evaluates four scenarios for reaching the $100 billion climate finance goal by 2020, concluding that a combination of diverse sources and increased public flows is likely necessary. While developed country finance alone is insufficient without extreme growth, the inclusion of Multilateral Development Bank (MDB) finance, private sector leverage, and climate-related Official Development Assistance (ODA) increases the likelihood of meeting the target even under low-growth conditions.

The report introduces the "Ecoflation" scenario, where environmental costs are internalized into business operations due to policy and resource constraints. For FMCG companies that do not adapt, the report estimates significant reductions in earnings before interest and taxes (EBIT), ranging from 13-31% by 2013 and 19-47% by 2018. The analysis highlights the volatility of commodity prices and the degradation of natural ecosystems, suggesting that companies must implement structural changes, such as product innovation and restructured value chains, to mitigate these risks.

The paper analyzes global transport infrastructure requirements, finding that a low-carbon 2°C scenario requires an annual investment of $2 trillion, which is more affordable than a 4°C scenario ($2.3 trillion) and falls within current global investment flows of $1.4 trillion to $2.1 trillion. It argues that achieving this pathway depends on policymakers and development banks shifting investment portfolios toward sustainable transport modes.

The report analyzes the potential credit impacts of the American Power Act (APA) and EPA regulations on the U.S. chemicals industry. Under the APA, most subsectors would be eligible for free emissions allowances, mitigating direct compliance costs, though some would face higher production costs due to increased natural gas prices. The study highlights that company-level credit risk varies based on emissions intensity relative to peers, fuel mix, and the ability to pass costs to customers. Compared to EPA regulation, a cap-and-trade system offers more cash flow flexibility and potential revenue from selling excess allowances, but requires more complex management strategies.