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Powering Canada Forward Fund
The Canadian Climate Institute proposes a Powering Canada Forward Fund (PCFF) to address the financial challenge of scaling Canada's electricity grid. Because current regulatory models pass the cost of new infrastructure immediately to ratepayers, there is a risk that rising bills will deter the electrification needed for climate goals. The PCFF would use federal funding to cover the gap between utility costs and customer receipts, deferring the cost of anticipatory build-out until new demand arrives to share the burden. This mechanism shifts demand risk from ratepayers to the federal government and ensures that the benefits of a larger, more efficient system are shared across generations of users.
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Document type: Policy brief
Note de politique générale : Fonds de progrès de l’électrification du Canada
The Canadian Climate Institute proposes a Canada Electrification Progress Fund (CEPF) to decouple the immediate costs of grid expansion from consumer electricity bills. By providing federal government-guaranteed funding to cover the gap between current revenues and the costs of new infrastructure, the fund aims to prevent price spikes that could discourage electrification. The proposal suggests that the federal government is best positioned to absorb the risk of demand uncertainty and that the fund would be repaid over several decades as the expanded customer base increases revenues. The CEPF would complement the Canada Infrastructure Bank by managing network-scale financial risk and timing of cost recovery rather than project-specific financing.
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Document type: Policy brief
U.S. clean energy investments: 2026 Quarter 1 analysis
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.
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Document type: Report
Clean Energy 101: Energy System Resilience
The document distinguishes energy system resilience—the ability to maintain critical services during disasters—from reliability, which concerns day-to-day grid performance. It argues that aging infrastructure, volatile weather, and increasing demand necessitate a shift toward decentralized, renewable energy systems. A primary recommendation is the creation of 'resilience hubs': trusted community spaces powered by clean energy microgrids and energy efficiency measures that provide essential services during crises. The guide suggests scaling these efforts through collaborative funding, updated building codes, the use of electric vehicles as mobile batteries, and partnerships with insurers to incentivize resilient construction.
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Document type: Guide
POWERING DEVELOPMENT A PATHWAY TO INTEGRATING ROOFTOP SOLAR PV INTO MUNICIPAL ELECTRICITY DISTRIBUTION
The report examines the financial and operational crisis facing South African municipal electricity distribution, characterized by rising bulk costs from Eskom and a massive infrastructure maintenance backlog. It proposes that municipalities leverage the growing amount of behind-the-meter rooftop solar PV—estimated at 3,495 MWp as of December 2024—to reduce reliance on expensive bulk purchases. By purchasing curtailed excess power and deploying leased BESS for peak demand arbitrage, municipalities could significantly increase operating surpluses to fund infrastructure renewal. The report specifically analyzes the City of Johannesburg, arguing that rooftop solar is not the primary cause of its revenue decline—which is instead driven by high technical and non-technical losses—and warns that punitive policies toward solar owners may accelerate grid defection.
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Document type: Report
Cutting Film and TV Production Costs and Emissions through Energy Efficiency and Electrification
Netflix is implementing a three-step 'optimize, electrify and decarbonize' strategy to reduce the environmental impact of its productions, which account for over half of its Scope 1 and 2 emissions. The company is upgrading facilities like Longcross Studios in the U.K. with energy-efficient insulation, LED lighting, and renewable electricity, while replacing diesel generators on location with grid tie-ins, batteries, and hydrogen power units. These efforts, combined with the use of solar-powered trailers and electric vehicles, have led to significant fuel reductions in specific productions, such as The Witcher and The Boroughs, and serve as pilots for wider industry adoption of clean mobile power.
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Document type: Case study
The solarisation of Pakistan’s energy economy
Between FY23 and FY25, Pakistan experienced a rapid surge in distributed solar deployment, reaching an estimated 38 GW by June 2025. This transition has driven a 21% increase in national electricity demand, which was met entirely by solar generation as grid generation slightly declined. Distributed solar has significantly increased Pakistan's electrification rate to 21.7%, nearly matching the global average of 22.0%. The report highlights sector-specific impacts: in agriculture, solar tubewells have largely displaced diesel pumps; in industry, solar has filled the gap left by declining captive gas and coal use; and in the residential sector, it has unlocked suppressed demand for cooling appliances. Economically, the shift has avoided over $12 billion USD in fossil fuel imports by February 2026 and provided a cheaper alternative to grid and diesel power.
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Document type: Report
Batteries and demand flexibility are ready to scale across the EU
The report argues that clean flexibility solutions are ready to scale across the EU to replace fossil-based grid balancing. It projects a fourfold increase in battery capacity by 2030, which would allow batteries to deliver over 80% of the power that all EU gas plants combined can generate in a single hour. Additionally, the report highlights the role of smart EV charging and heat pumps in absorbing surplus renewable generation and reducing peak demand, provided that regulatory barriers are removed and smart meter rollout is accelerated.
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Document type: Report
Batteries and demand flexibility are ready to scale across the EU
The EU battery fleet is projected to grow fourfold from 37 GW in 2025 to 178 GW by 2030, significantly reducing the need for gas-based backup. By 2030, utility-scale batteries could provide short-term flexibility at 20% lower cost than new gas peakers. Additionally, the report highlights the role of demand flexibility: by 2030, 50% of electric vehicles (EVs) could use smart charging to absorb 7% of peak wind and solar generation, and 15% of heat pump demand could be shifted to high-renewable periods, reducing peak demand by 3%. The report recommends that policymakers avoid overbuilding gas capacity, set ambitious non-fossil flexibility targets by January 2027, and accelerate smart meter rollout to enable these technologies.
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Document type: Report
Clean Energy 101: The Changing Electricity Grid
The document describes the traditional centralized electricity grid model, which has been the global default since 1882, and explains how it functions through generation, transmission, and distribution. It notes that while this model was historically cost-effective, aging infrastructure and extreme weather now necessitate a shift toward distributed energy resources (DERs) to enhance system resilience.
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Document type: Guide
Solar & battery storage transform energy reliability at a school in Mombasa, Kenya
A 64 kWp solar PV system with 92 kWh of battery storage installed by Burhani Solar at a school in Mombasa, Kenya, now supplies approximately 95% of the facility's electricity. The project has reduced operating costs, mitigated the impact of utility outages, and lowered the institution's carbon footprint.
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Document type: Case study
Renewables shield Spanish consumers from elevated gas prices
Spain's strategic investment in wind and solar power has significantly reduced the influence of gas on electricity prices, keeping power costs among the lowest in the EU during the 2026 energy crisis. While high gas prices caused spikes in other European markets like Italy, Spanish consumers benefited from a decoupling effect that saved a typical household approximately €10 per month. The report also highlights policy responses following the April 2025 Iberian blackout, including reforms to battery storage and grid management, and temporary tax cuts to encourage electrification and reduce fossil fuel import dependency.
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Document type: Report
Ripple effects 100 days into the Iran energy crisis
The closure of the Strait of Hormuz during the Iran war has triggered a global energy crisis, causing Brent crude to reach USD 138/barrel and spiking natural gas prices, particularly in Asia. This disruption has led to increased food and fertiliser prices, slowed global GDP growth, and strained national budgets through increased fossil fuel subsidies. In response, 26 countries and regions have implemented clean energy measures, with Asia leading in both vulnerability to supply shocks and the acceleration of clean technology investments and deployments.
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Document type: Fact sheet
The Time Is Now to Reconsider Planned Generation Projects
RMI advocates for the reassessment of planned coal-fired power plants, particularly in low-and-middle-income countries, given the falling costs of renewables and storage. The briefing provides a framework for identifying candidate plants for reconsideration based on their conception date, sunk costs, and evolving grid needs, suggesting that solar paired with battery energy storage (BESS) often offers a more competitive levelized cost of energy (LCOE) than new ultra-supercritical coal plants.
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Document type: Briefing
Reconsidering Planned Generation
The document argues that rapid declines in clean energy costs and evolving grid needs make many planned coal plants economically risky. It introduces a five-indicator framework to identify high-priority candidates for reconsideration and suggests a phased approach to transitioning these projects to alternatives like solar paired with battery energy storage systems (BESS).
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Document type: Policy brief
Urgent call to reverse Saskatchewan’s coal extension and protect public health
Health organizations are calling on the Saskatchewan government to adhere to the 2030 coal phase-out, citing severe health risks from air pollution and the economic viability of renewable energy alternatives.
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Document type: Statement
COMMENT ÉLECTRIFIER LA CROISSANCE DU CANADA
The report argues that Canada's historical advantage of low-cost electricity is at risk due to outdated grid infrastructure, cautious energy planning, and policy instability. By comparing Alberta, British Columbia, Ontario, and Quebec with international peers like Texas and Germany, the analysis finds that Canadian grids often under-plan for industrial growth and lag in flexibility and transmission capacity. The document recommends that the federal government support interprovincial coordination, provide targeted funding for grid expansion, ensure a stable Clean Electricity Regulation, and prioritize grid flexibility to maintain industrial competitiveness.
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Document type: Report
COUP DE CIRCUIT : rapport technique
The document outlines a comparative framework using six indicators—energy planning, flexible grid planning, transmission planning, electricity procurement, industrial rate modernization, and climate policy predictability—to assess the competitiveness of jurisdictions including Ontario, Alberta, Quebec, British Columbia, Germany, the UK, Norway, New South Wales, Washington, and Texas.
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Document type: Report
HOW TO SUPERCHARGE CANADA’S CLEAN ELECTRICITY ADVANTAGE
The report finds that Canadian provinces are generally underplanning for industrial electricity demand and lagging in system flexibility and transmission build-out compared to international peers. While hydro-led provinces like Quebec and British Columbia have inherent flexibility advantages, non-hydro jurisdictions like Alberta and Ontario need to proactively build capacity. The report recommends that the federal government support interprovincial energy planning, deploy the national balance sheet for anticipatory grid build-out, implement flexible Clean Electricity Regulations, and prioritize system flexibility in federal programs.
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Document type: Report
POWER PLAY: Technical Report
The document outlines a benchmarking framework used to assess how jurisdictions attract investment in wind, solar, and battery projects. It defines six metrics: energy planning, flexibility planning, transmission planning, electricity procurement, industrial rate modernization, and climate policy certainty. The report provides the specific data sources, scoring rubrics, and calculation methods used to evaluate Ontario, Alberta, Quebec, British Columbia, Germany, the United Kingdom, Norway, New South Wales, Washington, and Texas.
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Document type: Report