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The EU aims to import 10 million tons of renewable hydrogen by 2030 to decarbonize heavy industry and transport, as domestic production is expected to fall short of demand. The report identifies the US Gulf Coast, Australia, and other regions with low renewable energy costs as key potential suppliers. To activate this trade, the EU needs to invest in port infrastructure (ammonia terminals and crackers), clarify certification schemes, and provide €15 billion to €20 billion in public support to offset green premiums over blue hydrogen. While Northwest Europe will rely heavily on imports, Southern Europe (Spain and Portugal) is expected to become more self-sufficient by the mid-2030s.

The report finds that ADNOC's climate strategy is not aligned with a 1.5°C pathway, characterized by significant oil and gas expansion and insufficient transparency. ADNOC has the highest absolute short-term expansion overshooting the IEA NZE scenario worldwide, with 8,343 mmboe from fields with Final Investment Decisions (FID) after 2021. The company plans to increase crude oil production capacity by 25% between 2020 and 2027 and intends to expand its LNG capacity through new terminals in the UAE, India, and the Netherlands. Low-carbon investments represent only 10% of its 2023-27 CAPEX, and renewables are projected to make up less than 7% of its energy mix by 2030. Furthermore, ADNOC lacks scope 3 emission targets and does not provide detailed financial statements or production forecasts for 2030, hindering a full assessment of its transition risks.

The briefing finds that Saudi Aramco's climate strategy lacks transparency and is misaligned with 1.5°C pathways. The company plans to increase oil and gas production capacity through 2030, resulting in production levels significantly above the IEA Net Zero Emissions (NZE) scenario. Investment remains heavily skewed toward upstream fossil fuel activities, with renewables expected to constitute less than 1% of its energy mix by 2030. Furthermore, the company does not disclose scope 3 emissions or targets, making a full GHG trajectory projection impossible.

The document analyzes hydrogen production methods, contrasting the high carbon intensity of fossil fuel-based routes—even those using carbon capture (CCUS)—with the lower impact of water-based electrolysis. It highlights a significant gap between current electrolyser manufacturing capacity and the targets required for the IEA's Net Zero Emissions by 2050 scenario. Reclaim Finance argues that financial support should be restricted to electrolytic hydrogen and prioritized for hard-to-abate sectors like ironmaking and shipping, rather than power storage or heating.

The document analyzes the Abu Dhabi National Oil Company (ADNOC), highlighting a significant misalignment between its aggressive production expansion plans and the 1.5°C global warming limit. It details how ADNOC is increasingly relying on international equity, bonds, and bank financing, thereby exposing global investors to transition and litigation risks. The brief maps these financial connections across upstream, midstream, and downstream operations and recommends that investors and banks push for greater transparency and a cessation of new fossil fuel infrastructure to mitigate these risks.

The report finds that importing large quantities of low-carbon hydrogen to Europe is expensive and energy-inefficient due to hydrogen's low volumetric energy density. Pipeline transport is consistently more cost-effective than maritime shipping, with Norway and Algeria identified as the most competitive pipeline sources. Among maritime options, ammonia is the lowest-cost carrier, with the Arabian Gulf being the most economical exporter. The analysis suggests that importing LNG to produce hydrogen at the point of import may be more feasible than long-distance hydrogen transport. CATF recommends that the European Commission re-examine its 2030 target of 20 million tonnes of clean hydrogen per year, as it may lack a clear basis.

The Mississippi Clean Hydrogen Hub (MCHH) aims to leverage natural salt domes for large-scale, long-duration green hydrogen storage to safeguard energy security. Domestically, the hub is positioned to supply critical sectors in the Gulf Coast, Midwest, and Mid-Atlantic, potentially serving 52% of US refining, 44% of shipping, 19% of steelmaking, and 17% of heavy-duty trucking capacity. It also seeks to bolster US fertilizer security by transporting green hydrogen feedstock via the Mississippi River to the Midwest. Internationally, the MCHH intends to establish green shipping corridors to help the EU diversify away from Russian fossil fuels and provide backup energy to climate-vulnerable nations in Latin America and the Caribbean. The report argues that an initial public investment of $500 million could unlock billions in private capital by 2026, creating a national strategic hydrogen reserve and reducing industrial losses from power outages.

A coalition of health and environmental experts and NGOs argues that removing specific provisions of the National Emission Ceilings (NEC) Regulations 2018 would weaken accountability, transparency, and public scrutiny regarding the UK's air pollution reduction plans. The letter contends that these regulations provide a more robust framework for plan-making than the Environment Act 2021 and are essential for protecting vulnerable populations and biodiversity.

The report identifies a 'planning gap' in Europe's trajectory toward 2050 climate neutrality and proposes that the updated National Energy and Climate Plans (NECPs) be transformed into comprehensive roadmaps. It recommends that Member States move beyond a narrow focus on renewables to include a diverse portfolio of clean firm energy (advanced nuclear, superhot rock geothermal), carbon capture and storage (CCS), and zero-carbon fuels. The authors emphasize the need for robust energy system modelling, cross-border infrastructure coordination, and the implementation of financial mechanisms like Carbon Contracts for Difference (CCfD) to attract investment. Additionally, the report calls for a focused strategy to reduce methane emissions from the oil and gas supply chain and the creation of a net-zero implementation tracker to ensure accountability.

ClientEarth and 47 experts urge the UK government to remove specific air quality regulations from the 'kill list' of the Retained EU Law (REUL) Act 2023. These regulations mandate the creation, implementation, and public consultation of the National Air Pollution Control Programme (NAPCP), which is the primary tool for meeting legally binding emission reduction commitments (ERCs) for five major pollutants. The briefing contends that the Environmental Improvement Plan for England does not provide a sufficient legal substitute, and that revoking these laws would undermine transparency and the UK's ability to address failing emission targets for pollutants like PM2.5.

The policy brief advocates for linking the U.S. Department of Energy's (DOE) Regional Clean Hydrogen Hubs with clean transportation corridors for heavy-duty trucking and marine shipping. It argues that while hubs provide localized production, corridors act as 'spokes' that expand the market beyond industrial off-takers and improve the economic viability of zero-carbon fuels. The author suggests that coordinating these programs will create a synergistic ecosystem, reduce conventional air pollutants in environmental justice communities, and position the U.S. as an exporter of low-emissions ammonia.

Vietnam's PDP8 aims to peak coal capacity at 30 GW by 2030 and reach net zero by 2050, but the briefing argues that all coal projects not yet in construction must be cancelled to align with the JETP agreement. While Vietnam is leading global coal project cancellations in 2023, concerns remain regarding the use of experimental fuels for plant conversion and the government's crackdown on civil society leaders essential for a just transition.

The Southeast Asian Working Group on Fossil Gas and Energy Transition argues that Vietnam's PDP8 fails to provide a genuine energy transition by maintaining significant roles for coal and fossil gas. While the plan increases renewable capacity to over 70 GW by 2030, the group claims the resulting renewable share of 30.9% to 39% is lackluster. The group specifically warns against the 'meteoric rise' of LNG and the use of ammonia and hydrogen as transition fuels, calling on international financiers to stop promoting gas and instead support a 1.5°C-aligned transition through the Just Energy Transition Partnership (JETP).

The Canadian Climate Institute views the 2023 federal budget as a strategic response to the US Inflation Reduction Act, utilizing investment tax credits, the Canada Growth Fund, and the Canada Infrastructure Bank to mobilize private capital for clean energy. Key priorities include clean electricity, hydrogen production, and climate resilience funding.

The report analyzes the viability of first-of-a-kind clean fuel projects in Canada, finding that most are currently unprofitable without public support. It distinguishes between standard market risks, which investors can manage, and systemic failures—such as policy uncertainty, infrastructure deficits, and regulatory delays—that require government action. Through financial modeling of five project archetypes, the report highlights that only blue ammonia in Alberta shows consistent viability, while others struggle with high costs and technological immaturity. It emphasizes the need for Canada to rapidly implement a permissive policy environment to compete with the United States' Inflation Reduction Act and to foster equitable partnerships with Indigenous communities.

The report identifies four key investment opportunities for hydrogen in Latin America: green steel, green hydrogen production via electrolysis, green chemicals (methanol, ammonia, and fertilisers), and heavy-duty mining vehicles in remote locations. It argues that while net-zero models project hydrogen's share of final energy consumption at 3-20% by 2050, the region must more than double its planned electrolysis capacity by 2030 to align with 1.5-compatible scenarios. Success depends on policy signals, including carbon pricing and certification schemes, to attract international finance and avoid carbon lock-in.

The We Mean Business Coalition calls for a massive increase in climate finance, specifically $3 trillion per year, to achieve net zero and address nature loss. The text references 'The Breakthrough Effect' report, which identifies electric vehicles, green ammonia, and plant-based diets as positive tipping points for emissions reduction. It emphasizes the role of the Giving to Amplify Earth Action (GAEA) initiative in leveraging philanthropy to unlock public and private funding. Additionally, it notes that 92% of organizations surveyed in the 'Corporate Minds of Climate' report prioritize long-term decarbonization, and highlights the impact of the Science-Based Targets Initiative (SBTi), SME Climate Hub, and RE100 in driving corporate climate commitments.

The NewClimate Institute finds that Germany's plan to build eleven LNG terminals with a total capacity of 73 bcm per year far exceeds the amount of gas needed to compensate for lost Russian pipeline imports. The report asserts that with continued energy efficiency and pipeline imports from neighbors, no new LNG terminals would be required. Building all planned terminals would likely result in stranded assets and undermine the energy transition by diverting resources from renewable energy and efficiency measures.

The NewClimate Institute asserts that Germany's planned LNG terminals are not necessary to meet gas demand following the loss of Russian imports and would likely become stranded assets. The report suggests that current demand could be met through continued imports from neighboring countries and increased energy efficiency, warning that full implementation of the 11 planned terminals would jeopardize the 2045 climate neutrality goal and violate the Paris Agreement.

The document argues that current agri-food transition finance is often unambitious and lacks alignment with science-based pathways, particularly regarding scope 3 emissions. It introduces five Transition Principles and five Hallmarks to ensure that corporate transition plans are rooted in action rather than pledges, exclude offsets, and align with a 1.5°C trajectory. The paper also reviews various existing frameworks, such as SBTi FLAG and the EU Platform on Sustainable Finance, to identify how they address broader goals like biodiversity, water use, and just transition.