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Analysis of Fossil Fuel Industry OPEC Disinformation Strategy at COP28
The briefing details a coordinated effort by the fossil fuel industry, OPEC, and the UAE to derail fossil fuel phase-out efforts at COP28 through greenwashing, the promotion of unproven technologies like CCS, and the use of fake social media accounts and lobbyists. It highlights how these tactics influenced the Global Stocktake text to avoid direct calls for a phase-out, instead emphasizing 'zero and low emissions technologies'.
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Document type: Briefing
The Value of Green Hydrogen Trade for Europe
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.
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Document type: Report
TEN GUIDING PRINCIPLES FOR FINANCING COAL RETIREMENT MECHANISMS
The policy brief argues that existing coal retirement mechanisms (CRMs) in Asia and Africa are failing to translate pledges into funding and effective plant closures. It identifies barriers such as the prevalence of non-concessional loans, the risk of 'emission leakage,' and the moral hazard of incentivizing new coal build-out. To address these, Reclaim Finance and 11 partner organizations propose ten principles, which include an immediate stop to coal expansion finance, the replacement of coal with renewables rather than gas, the prohibition of tradeable carbon offsets, and the requirement for transparent, auction-based retirement processes.
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Document type: Policy brief
ASSESSMENT OF SAUDI ARAMCO’S CLIMATE STRATEGY
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.
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Document type: Briefing
The Role of Green Hydrogen in a Just Paris-Compatible Transition
The report examines the role of green hydrogen in a just energy transition, arguing that its deployment must prioritize sustainable development and decarbonisation over simple profit. It recommends that development finance institutions support the build-up of local renewable energy supply chains, integrate electrolysers into national grids to enhance electrification, and prioritise domestic industrial use of green hydrogen in the Global South over exports. Case studies of Namibia, India, and Colombia reveal inconsistent definitions of 'green' hydrogen, a tendency to target inefficient applications like road transport, and significant environmental risks such as water scarcity.
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Document type: Report
Ne tombons pas dans le piège de l'hydrogène
The document critiques the global hydrogen industry, asserting that most production relies on fossil fuels and that even 'green' hydrogen is inefficient and risks perpetuating neocolonial extractivism. It argues that hydrogen serves as a distraction from necessary climate action and a tool for the gas industry to justify new infrastructure. The author calls for the elimination of fossil-fuel-based hydrogen and a transition to community-owned renewable energy and agroecology.
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Document type: Statement
No nos dejemos engañar por el frenesí por el hidrógeno
Friends of the Earth International positions hydrogen as a dangerous distraction from real climate action, asserting that most production relies on fossil fuels and that even 'green' hydrogen is inefficient and risks perpetuating neocolonial extractivism. The document critiques various 'colors' of hydrogen, warns against carbon capture and storage (CCS) as an unproven patch, and calls for a systemic shift toward energy sovereignty and community-led renewables instead of industrial hydrogen projects.
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Document type: Statement
Don’t fall for the hydrogen hype
The document critiques the promotion of hydrogen as a clean energy alternative, asserting that the vast majority of global production relies on fossil fuels. It categorizes different 'colors' of hydrogen, arguing that grey, blue, black/brown, and turquoise versions perpetuate fossil fuel dependency, while green hydrogen is inefficient and risks replicating neocolonial extractivism. The paper highlights the high water and energy requirements of electrolysis and the unproven nature of Carbon Capture and Storage (CCS). It concludes that hydrogen serves as a distraction from deep systemic change and recommends a coordinated phase-out of fossil fuels and a transition to community-owned renewable energy.
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Document type: Statement
Accelerating Clean Energy Ambition
The document details the technical methodology used by the Union of Concerned Scientists to model US energy system transitions. It outlines targets for reducing energy and industrial CO2 emissions by 47.5% by 2030 and 100% by 2050, alongside specific targets for non-CO2 gases. The analysis employs seven scenarios, including reference cases and various net-zero pathways, incorporating the impacts of the Inflation Reduction Act (IRA) and the Infrastructure Investment and Jobs Act (IIJA). Key assumptions include the total retirement of coal generation by 2030 in net-zero scenarios and 100% zero emissions vehicle sales by 2035.
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Document type: Report
A Roadmap for the Deployment of EU Hydrogen Valleys
The Clean Air Task Force (CATF) recommends that the EU prioritise 'no regrets' industrial sectors for hydrogen deployment, utilize all clean production pathways (including 'blue' hydrogen), and site production close to consumption to minimize transport inefficiencies. The report emphasizes that public funding should be matched to projects that provide socio-economic benefits to local communities and that a comprehensive EU database should be established to ensure transparency and collaboration.
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Document type: Report
TOTALENERGIES : Faut-il croire à sa diversification ?
Reclaim Finance argues that TotalEnergies' claims of diversification are misleading, as the company intends to increase oil and gas production through 2028 and expand its liquefied natural gas (LNG) capacity. The report highlights that the company's renewable energy growth is largely driven by acquisitions of existing projects rather than new construction, and that its 'clean' hydrogen and electricity goals still rely heavily on fossil gas. A specific case study on the Papua LNG project illustrates the potential for significant carbon emissions and human rights violations, while the report concludes by urging financial institutions to stop supporting new fossil fuel projects.
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Document type: Report
TOTALENERGIES: Is it really diversifying its energy production?
Reclaim Finance argues that TotalEnergies' claims of diversification are misleading, as the company intends to increase absolute oil and gas production by 2030 and is aggressively expanding its liquefied natural gas (LNG) portfolio. The report highlights that the company's renewable energy growth relies heavily on acquisitions rather than new capacity and criticizes the Papua LNG project for its projected climate and human rights impacts.
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Document type: Report
Techno-economic Realities of Long-Distance Hydrogen Transport
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.
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Document type: Report
Canada’s Oil and Gas Sector: The Road to Net Zero and Regional Fairness
The Canadian Climate Institute proposes a four-part policy framework to decarbonize Canada's oil and gas sector while addressing regional fairness. The sector is identified as Canada's largest and fastest-growing source of emissions, contributing 189 Mt of greenhouse gases in 2021 (28% of the national total). To balance climate targets with economic stability, the report recommends stringent methane regulations, targeted public support for carbon capture and storage (CCS), a sector-specific emissions cap, and a government-backed transition investment taxonomy. This approach aims to ensure that oil and gas-producing regions contribute their fair share of reductions while protecting the trade balance and mitigating the risk of stranded assets as global demand for fossil fuels declines.
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Document type: Report
Hydrogen Criteria Background Paper
The report outlines the development of certification criteria for hydrogen assets, focusing on carbon intensity benchmarks, life-cycle assessment methodologies, and climate resilience requirements to align investments with the Paris Agreement's 1.5°C goal.
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Document type: Report
Subsidies for oil and gas emission reductions
The author argues that Canada's commitments to phase out fossil fuel subsidies conflict with growing public funding for emission reduction technologies like carbon capture, utilization and storage (CCUS). To manage the risk of stranded assets and inefficient spending, the paper suggests a rigorous framework based on net-zero consistency, economic value relative to alternatives, community vulnerability, and the risk level of the policy tool used. It emphasizes that the burden of proof for public benefit should lie with the companies seeking support.
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Document type: Research paper
Subventions et réduction des émissions pétrogazières
The author argues that Canada's goal to eliminate fossil fuel subsidies may conflict with its plans to cap oil and gas emissions and maintain sustainable jobs. To resolve this, the document suggests a rigorous framework to ensure public funds are not wasted on assets that may become stranded due to declining global demand. The proposed framework evaluates project alignment with net-zero scenarios, comparative economic value against clean energy alternatives, impacts on worker and community vulnerability, and the matching of policy instruments to project risk levels.
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Document type: Research paper
Unlocking Europe’s CO2 Storage Potential
The report assesses Europe's geological CO2 storage potential, estimating theoretical capacity between 262 and 1520 GtCO2. It compares 'Domestic' (widespread) and 'Export' (limited basins) storage scenarios against 'Prioritised' and 'Technical Potential' demand scenarios. While Europe has sufficient long-term theoretical capacity, current announced projects are insufficient for 2035 demand. The study highlights that widespread domestic storage significantly reduces transport CAPEX compared to export-heavy models, though some countries like Finland and Estonia lack suitable sedimentary basins.
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Document type: Report
Unlocking Europe’s CO2 Storage Potential
The report assesses Europe's theoretical CO2 storage capacity, estimating it between 262 and 1520 GtCO2, and matches this against industrial and non-industrial CCS demand scenarios for 2035 and 2050. It compares 'Export' scenarios (limited key basins) with 'Domestic' scenarios (widespread storage), finding that while Europe has sufficient long-term theoretical capacity, current announced projects are insufficient for 2035 demand. The analysis highlights that widespread domestic storage could halve transport CAPEX costs compared to export-heavy models, though certain regions like Northern Italy, the German North Sea, and Switzerland may face capacity constraints under high-demand scenarios.
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Document type: Report
Carbon Capture and Storage (CCS) Frequently Asked Questions
The Center for International Environmental Law (CIEL) presents a critical overview of Carbon Capture and Storage (CCS), asserting that the technology overpromises on emission reductions while introducing significant safety risks and high costs. The document highlights the 'energy penalty'—the extra energy required to power capture equipment—and notes that most existing projects are used for enhanced oil recovery (EOR), which can increase overall emissions. It warns that a large-scale CCS buildout in the United States would require an unrealistic and dangerous expansion of pipeline infrastructure. Furthermore, the text argues that CCS is unnecessary for 'hard to abate' industrial sectors, where electrification and demand reduction are more viable, and critiques 'blue hydrogen' as a means to prolong fossil fuel dependence. The document concludes that global capture capacity is negligible compared to total emissions and that public subsidies, such as the US 45Q tax credit, inappropriately support the fossil fuel economy.
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Document type: Fact sheet