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The report argues that India's rural electrification must shift from simple access to improving reliability and quality through distributed renewable energy (DRE). While centralized projects are essential for national targets, DRE can address last-mile constraints. The authors develop a 'Model DRE Village Framework' that uses load typologies—such as agriculture-dominant versus residential-dominant—to determine system sizing, storage needs, and grid integration. Through techno-economic modelling in Hiware Bazar (Maharashtra) and Bamun Sualkuchi (Assam), the study demonstrates that solarization is generally cost-competitive compared to average power purchase costs (APPC), though battery energy storage systems (BESS) require careful sizing to remain affordable. The framework emphasizes a co-implementation model where distribution companies (DISCOMs) lead technical planning and ownership, while Gram Panchayats manage community governance and onboarding.

The report argues that India's iron and steel sector, which accounts for roughly 12% of the country's total greenhouse gas emissions, requires a coordinated Green Industrial Policy (GIP) to avoid high-carbon asset lock-ins and meet its 2070 net-zero target. Through plant-level and sectoral modelling, the analysis identifies hydrogen-based Direct Reduced Iron-Electric Arc Furnace (DRI-EAF) as the most viable long-term pathway. To make this technology investable, the report proposes a combination of time-bound capex and opex subsidies, a predictable carbon price trajectory rising from USD 10 in 2025 to USD 50 by 2050, and green public procurement. The study finds that with these interventions, hydrogen-based steel could achieve cost leadership and a 13.3% IRR by 2050, while conventional blast furnace-basic oxygen furnace (BF-BOF) pathways become financially unviable.

The report establishes a methodology for mapping superhot rock (SHR) geothermal resources globally, defining SHR as heat from subsurface formations exceeding 374°C. Using the LithoRef18 global reference model and a 'hydrothermal proxy' to account for non-steady-state heat flow, the study estimates the un-risked global resource. For depths of 4-8 km ('today's resource'), the estimated potential is 3,272 GWe (13,895 GWth). For depths of 8-12.5 km ('tomorrow's resource'), the potential increases to 59,930 GWe (245,581 GWth). The analysis identifies 125 countries with SHR potential, with significant resources in the US, China, Indonesia, and others. The report also analyzes flow rate uncertainties using a database of 33 petrothermal projects, determining a P50 flow rate of 55 l/s for its calculations.

The research examines how green industrial policies and subsidies affect the cost of low-carbon steel production in the US and EU, concluding that subsidies have a more significant impact on cost reduction than renewable energy costs, which creates a tension between maintaining a level playing field and accelerating climate action.

The report finds that a cost-optimal path to net zero in Canada requires a massive shift toward electrification of building heat, with electricity powering 78% to 91% of annual space heating demand by 2050. It argues that continued expansion of gas networks is inconsistent with these goals and risks creating stranded assets. The analysis highlights a critical gap in provincial policy leadership, noting that current utility regulation—which incentivizes infrastructure growth—is ill-suited for the energy transition. To mitigate risks, the report recommends that provincial governments legislate net zero targets, mandate electrification for new buildings, and equip regulators to manage the gradual contraction of gas networks while investing in electricity capacity and peak demand management.

The report argues that coal transitions are already underway due to economic shifts, the falling cost of renewables, and environmental concerns, independent of climate policy. Through analysis of China, India, South Africa, Poland, Germany, and Australia, it concludes that phasing out coal is technically feasible and cost-neutral or advantageous for consumers. It emphasizes that a 'just transition' for workers and communities is possible through early stakeholder consultation, tailored workforce programs, and regional economic diversification. The document also warns coal exporters of the risks of stranded assets and the potential for abrupt declines in global demand.

The report examines India's coal dependency and the challenges of transitioning to a low-carbon economy. Using the AIM/Enduse model, it compares the Intended Nationally Determined Contribution (INDC) scenario with two 2°C pathways: a 'conventional' one relying on Carbon Capture Utilization and Storage (CCUS) and a 'sustainable' one shifting toward renewables, gas, and nuclear power. Key findings highlight the risk of significant stranded assets—including approximately 220 billion tonnes of unutilized coal reserves valued at USD 6.7 trillion—and the increasing vulnerability of coal power plants to water shortages, which already cause substantial generation losses. The report argues that while coal remains a mainstay until 2030, a managed phase-out is necessary to meet global climate targets, requiring synchronized actions in energy efficiency, renewable scaling, and the retirement of inefficient sub-critical plants.

The report details the use of the North American TIMES Energy Model (NATEM) to identify the most cost-effective technology combinations for decarbonizing Canada's building sector. It establishes a core 'Optimal NZ50' scenario targeting 440 Mt of emissions in 2030 and 10 Mt by 2050, while outlining seven sensitivity analyses covering heat pump costs, retrofit levels, and hydrogen integration. The modelling accounts for regional differences across 13 jurisdictions, incorporating detailed load curves, climate change temperature forecasts, and a comprehensive database of over 7,000 technologies.

The document introduces updates to the OnSSET tool to move beyond the assumption of 100% grid reliability. It proposes two proxies for the cost of non-supplied electricity: a parametric Cost of Non-Served Energy (CNSE) penalty and a diesel back-up system model. Testing in eastern Uganda shows that incorporating these reliability costs shifts the 'least-cost' preference from grid extension toward off-grid solutions, with the diesel back-up approach causing more significant shifts in technology mix and increasing total estimated investment by approximately 20%.