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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 analysis finds that recent federal policy shifts—including the One Big Beautiful Bill Act (OBBBA) and the repeal of various EPA standards—will lead to higher energy costs for households, significant GDP and job losses, and increased healthcare spending due to worsening air pollution. While a temporary boom in renewables is expected due to safe-harbor tax credit rules through 2030, the report forecasts a sharp contraction in clean energy capacity and a continued reliance on coal power after 2031.

In 2025, global coal capacity increased by 3.5% while production fell by 0.6%, as new plants are increasingly built for backup reliability rather than primary generation. This trend is most prominent in China and India, where renewables are meeting most new demand. While the number of countries developing coal projects fell to 32, political interventions in the US and energy security concerns in the EU have delayed planned closures. The EU continues a terminal decline in coal, with solar and wind producing more energy than all fossil fuels combined for the first time in 2025.

In Q4 2025, U.S. clean energy investments were characterized by significant uncertainty driven by a record 43-day government shutdown, the One Big Beautiful Bill Act (OBBBA), and Department of Energy (DOE) funding cuts. While utility-scale solar and storage remained strong, with $18 billion in actual investments, other sectors like wind, hydrogen, and sustainable aviation fuel (SAF) faced substantial project cancellations. Nuclear energy showed signs of growth through large-scale partnerships and DOE loans, while the manufacturing sector saw $8.4 billion in EV supply chain cancellations, partly due to shifting federal incentives and corporate pivots toward gas and hybrid vehicles.

Between September 1 and December 18, 2025, 22,158 lobbyist entries were recorded at the European Parliament, with private interests accounting for 59% of visits. The report highlights a pervasive presence of American lobbyists (95% presence rate) and fossil fuel representatives (87.5% presence rate), who utilized direct access and professional consultancies to influence the Omnibus I law. A case study on ExxonMobil reveals the company spent between €1.3 million and €1.7 million on consultancies alone in 2025 to target climate legislation. The analysis concludes that this lobbying effort, supported by a right-wing/far-right parliamentary majority, successfully secured the removal of climate transition plans from the legislation.

The report argues that the U.S. Department of Energy (DOE) is undermining national energy security and economic competitiveness by canceling billions in congressionally mandated funding for clean energy and industrial innovation. It details the loss of approximately $23 billion in federal funding across 648 projects, affecting sectors such as carbon capture, hydrogen, and grid resiliency. The document highlights that these cuts risk wasting previous federal R&D investments, destroying local jobs, and ceding technological leadership to global competitors like China and Canada.

Between 2017 and 2022, Viet Nam's power sector saw a total of USD 64 billion in reported investment, with renewable energy (RE) dominating at 64.54% (USD 41.3 billion) compared to fossil fuels (FF) at 35.13% (USD 22.5 billion). RE growth was primarily driven by generous Feed-in Tariffs (FiTs) and domestic private investment, which provided approximately 80% of RE finance. In contrast, FF finance was dominated by international sources, particularly Japan for coal. While gas investment surged in 2021 as a transitional fuel, coal investment ceased in 2022 following net-zero commitments. Despite RE growth, a significant financing gap remains; BloombergNEF estimates an annual requirement of USD 30.7 billion to meet a net-zero scenario by 2030, far exceeding the USD 6 billion invested in 2023.

The report concludes that Saskatchewan can comply with a revised version of the federal Clean Electricity Regulations (CER) without compromising grid reliability and with only a marginal increase in residential electricity rates (6% to 9% by 2035) compared to SaskPower's reference scenario. Using the COPPER model, the analysis shows that while the CER would require additional capital investments of $4 billion to $6.5 billion by 2035, it would significantly reduce cumulative greenhouse gas emissions between 2025 and 2050 compared to the province's current plans. The report emphasizes the central role of wind power and the importance of federal investment tax credits in maintaining affordability during the transition to net-zero electricity by 2050.

The report details a decade of significant growth in U.S. solar and wind power, noting that solar generation increased more than eight-fold and wind more than doubled between 2014 and 2023. It highlights the leading roles of states like California and Texas, the emergence of small-scale solar, and the potential for these technologies to drive the U.S. toward its 2035 goal of 100% carbon pollution-free electricity, although current projections suggest the 2030 emissions target may be missed.

In 2022, the United States had over 4.2 million climate jobs, with clean energy job creation outpacing overall job growth. Energy efficiency was the largest sector with 2.2 million jobs, followed by public transportation (821,220) and electricity transmission and distribution (over 703,000). Significant growth was observed in clean vehicles, which grew by 14.7%, and grid modernization, which saw an 11.6% increase in electricity transmission and distribution. Federal laws like the Inflation Reduction Act are expected to create over 303,500 annual construction jobs and 100,000 permanent jobs. Adaptation and resilience jobs are emerging across all 50 states, though exact total figures are unavailable.

The report argues that falling battery prices, driven by economies of scale and innovation (Wright's Law), will make battery electric heavy-duty vehicles (BEHDVs) more affordable than diesel equivalents sooner than previously estimated. Using updated BNEF forecasts, the study finds that by 2030, BEHDVs will be cheaper to purchase than diesel versions for four out of five analyzed vehicle types. This economic shift enhances the total cost of ownership (TCO) advantage and suggests that the benefits of the US EPA's proposed Phase 3 emissions standards are likely to exceed initial predictions.

The document analyzes the legal and practical consequences of Minister Luiz Fux's vote in the STF, which proposes replacing the 'biome' criterion with a stricter 'ecological identity' requirement for all Legal Reserve compensation mechanisms. The authors argue that applying this criterion retroactively, without modulating effects, creates significant legal insecurity for landowners and government agencies, potentially delaying the overall implementation of the Forest Code.

The analysis finds that export-only electrolyzer projects—which use co-located clean energy and can sell excess power to the grid—are financially competitive across large areas of the U.S. Using test sites in West Texas, near Houston, and Southwest Minnesota, the study demonstrates that these projects can generate profits even with conservative power price assumptions and current capital costs. Hydrogen sales, bolstered by the 45V tax credit, account for 72-79% of total revenue. The authors conclude that strict adherence to the principles of additionality, deliverability, and hourly time-matching is compatible with industry growth.

Using the EPA's AVERT tool and 2021 data, the analysis finds that ignoring additionality, regionality, line loss accounting, or hourly time-matching can lead to hydrogen production emissions that exceed the threshold for the top $3/kg 45V tax credit. Specifically, forgoing additionality could result in emissions 22 to 40 kgCO2/kgH2, which is more than twice the emissions of steam methane reformation.

The Council on Strategic Risks (CSR) reports that its work in 2022 influenced U.S. and NATO policies on climate security, biological threats, and nuclear risk reduction. The organization highlights the integration of its 'Climate Security Plan for America' into U.S. national security planning and its role in founding the International Military Council on Climate and Security, which informed NATO's Climate Change and Security Plan of Action. CSR also notes the U.S. government's adoption of biodefense strategies echoing its recommendations and the removal of nuclear sea-launched cruise missiles from U.S. plans. Additionally, the organization has established an Ecological Security Program to address global ecological disruption.

The report finds that increased rural credit generally boosts agricultural production and productivity while reducing deforestation pressures, particularly in the Amazon and Cerrado biomes. This occurs as credit enables producers to shift from extensive livestock ranching to more intensive crop cultivation. The analysis reveals that these positive land-use effects are most pronounced in the Amazon and Cerrado, while productivity gains are more significant in the Atlantic Forest, Pampas, and Caatinga. Additionally, the report notes that rural credit has a substantially higher positive impact on grain production compared to other crops.

The report examines how WTO rules prohibiting subsidies for illegal, unreported, and unregulated (IUU) fishing, overfished stocks, and overcapacity would affect shrimp fisheries in the Eastern Tropical Pacific. It finds that many regional shrimp stocks are overfished and that subsidies, particularly for fuel, often support industrial fleets and contribute to overcapacity. The study suggests that while subsidy reform can lead to stock recovery and increased efficiency, it must be paired with broader fisheries management and stakeholder consultation to be effective.

The report analyzes how proposed WTO rules to prohibit subsidies for illegal, unreported, and unregulated (IUU) fishing, overcapacity, and overfishing would affect shrimp fisheries in Latin America. It highlights that fuel subsidies are the most common form of support, primarily benefiting the industrial sector. The document argues that while subsidy reform is crucial for ecological sustainability and economic efficiency, it must be accompanied by broader fisheries management policies and gradual implementation to protect vulnerable communities.

The report assesses how proposed WTO disciplines on subsidies—specifically those targeting illegal, unreported, and unregulated (IUU) fishing, overexploited stocks, and overcapacity—would affect shrimp fisheries in Mexico, Guatemala, El Salvador, Honduras, Nicaragua, Costa Rica, Panama, and Ecuador. It finds that many shrimp populations in the region are overexploited and that fuel subsidies significantly support the profitability of industrial fleets. The authors argue that reforming these harmful subsidies and redirecting funds toward beneficial management programs could improve ecological sustainability and economic efficiency without necessarily reducing total catches, given the current state of overcapitalization.

The IAI Executive Directorate is implementing a multifaceted approach to improve the provision of scientific information to governments in the Americas. This includes drafting procedural regulations for the Science-Policy Advisory Committee (SPAC), establishing links with multilateral environmental agreements, and strengthening the capacity of member states to integrate science into public policy. The report highlights the conclusion of the third round of Cooperative Research Networks (CRN3), detailing how specific projects on nitrogen cycles, tropical dry forests, water security, and marine ecosystems have influenced national policies and management plans in countries such as Brazil, Uruguay, Chile, and Mexico.