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Policy Guidance for the Ministry of Energy and Ministry of Climate and Environment of Poland
The document argues that Poland must adopt a 'technology-optionality approach' to decarbonise its coal-dependent power system without compromising reliability or industrial competitiveness. It recommends a diverse portfolio including nuclear energy (targeting over 8 GW), expanded onshore wind (up to 70 GW), and the integration of carbon capture and storage (CCS) for energy-intensive industries. The brief calls for the update of national strategies—including the Polish Nuclear Power Programme (PPEJ) and the National Hydrogen Strategy—by 2025-2026 to provide investment certainty. Additionally, it advocates for the exploration of next-generation geothermal energy, the implementation of EU methane regulations, and the development of a clean hydrogen roadmap that balances low-carbon and renewable production pathways.
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Document type: Policy brief
Quantified Carbon
The study evaluates four primary technology pathways for Germany's power sector decarbonisation by 2050: 'All Tech.' (inclusive of nuclear and CCS), 'No CCS', 'No Nucl.', and 'No Nucl. No CCS'. The 'All Tech.' scenario is identified as the most competitive, offering the lowest total system costs and electricity prices. The 'No Nucl. No CCS' scenario, which most closely represents current German policy, results in the highest costs, highest electricity price volatility, and greatest reliance on transmission and hydrogen infrastructure. The analysis emphasizes that nuclear power and Carbon Capture and Storage (CCS) significantly enhance economic competitiveness and system resilience. It also explores the role of long-duration energy storage (LDES), finding that 24-hour systems can facilitate solar expansion and reduce reliance on costly hydrogen-fuelled power plants.
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Document type: Report
Accelerating the fossil gas transition to net zero
The report asserts that fossil gas cannot be a transition fuel due to methane leakage and the urgent need to cut global carbon emissions by 50% by 2030. It criticizes gas blending as an inefficient strategy and advocates for the scaling of low-carbon hydrogen, particularly in hard-to-abate sectors like steel production, while warning that electrolysers must be paired with new renewable energy generation to avoid hindering grid decarbonisation.
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Document type: Executive summary
Technical pathways to aligning Canadian electricity systems with net zero goals
The document identifies a stark divide in Canada's electricity sector between low-emitting provinces (B.C., Manitoba, Quebec, Newfoundland and Labrador, and Ontario) and fossil fuel-based provinces (Alberta, Saskatchewan, New Brunswick, and Nova Scotia). To achieve net zero, the author proposes five integrated pathways: expanding variable renewable energy, implementing clean firm supply, enhancing interprovincial transmission, increasing demand flexibility, and deploying energy storage. While wind and solar are now the lowest-cost energy sources, their integration requires complementary resources to manage intermittency and seasonal variation, particularly in Canada's high-latitude environment.
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Document type: Research paper
Trajectoires techniques pour aligner les secteurs de l’électricité canadiens avec la carboneutralité
The document outlines a strategy for Canada to achieve a net-zero electricity sector by 2050, noting a sharp divide between 'clean' provinces (e.g., Quebec, Ontario) and those reliant on fossil fuels (e.g., Alberta, Saskatchewan). It proposes five key technical trajectories: increasing variable renewable energy, securing clean firm capacity, enhancing interprovincial transmission, improving demand flexibility, and deploying long-duration storage. The author argues that while the economic cost of wind and solar has plummeted, the primary barriers are now financial uncertainty regarding carbon pricing and the technical need for firm capacity and seasonal storage to manage intermittency.
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Document type: Research paper
What is Needed in the EU’s 2030 Climate and Energy Framework
The document argues that the EU's 2030 framework must combine price-based instruments with structural and behavioural policies to drive decarbonisation. It suggests reforming the EU ETS to better signal long-term scarcity and phase out coal, introducing new auctioning and project-based mechanisms for non-ETS sectors to ensure liquidity and transformation resources, and establishing a streamlined governance mechanism for Member State coordination through national decarbonisation plans.
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Document type: Research paper
A power sector analysis of draft NECPs
The analysis of 15 draft NECPs reveals a significant increase in wind and solar capacity targets since 2019, bringing the EU closer to REPowerEU goals, though still falling short. While renewable electricity is projected to generate 66-67% of EU electricity by 2030, the report highlights a critical lack of quantified targets for electricity storage and clean flexibility. Furthermore, the document criticises the poor quality and transparency of data provided in the draft plans, which hinders accountability and investment signals.
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Document type: Report
ABUNDANT, AFFORDABLE OFFSHORE WIND CAN ACCELERATE OUR CLEAN ELECTRICITY FUTURE
The report argues that the United States can leverage its vast offshore wind potential to provide 10-25% of its total electricity generation by 2050 without significantly increasing wholesale costs. It details three ambition scenarios (Low, Medium, and High), noting that a High Ambition target of 750 GW by 2050 would result in wholesale costs only 0.25% higher than a baseline scenario. The analysis emphasizes that offshore wind complements land-based renewables, reducing the required installation rate of the latter. However, scaling the industry requires substantial capital investment—exceeding $260 billion in the supply chain through 2045—and a shift toward clustered transmission planning to reduce interconnection costs by 35%. The report also projects that a High Ambition scenario could support approximately 390,000 jobs by 2050.
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Document type: Report
CARBON COMPETITIVENESS: INDIA AT THE NET ZERO- TRADE NEXUS
India faces significant trade risks as 68% of its exports are sold to countries with net zero targets. The report highlights a critical 'carbon competitiveness' gap, particularly in professional and IT services, where India's embodied emissions are often over 10 times higher than its competitors due to a coal-heavy power grid. While India has made progress in renewable capacity, reaching 50% non-fossil installed capacity by 2025, it remains vulnerable to Carbon Border Adjustment Mechanisms (CBAMs) in the EU and UK. The report suggests that aligning industrial policy with clean energy and securing international concessional finance are vital for India to challenge China's manufacturing dominance and safeguard millions of export-related jobs.
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Document type: Report