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The report evaluates the economic viability of nature-based infrastructure (NBI) through mangrove planting in the DEEP C Industrial Zone, Vietnam. It compares two implementation scenarios—natural soil accumulation and soil transfer—finding that mangroves can avoid up to VND 129.8 billion in flood damage over 26 years and provide a return of up to VND 3.42 for every VND 1 invested. The study concludes that integrating mangroves into coastal planning is a cost-effective strategy for climate adaptation, protecting infrastructure and providing co-benefits such as carbon storage and job creation.

Earthjustice, representing several environmental and community groups, has formally requested the suspension of federal and state permit applications for Air Products Blue Energy LLC’s proposed Louisiana Clean Energy Complex. The request follows announcements by Air Products & Chemical, Inc. that it intends to divest the carbon dioxide sequestration, ammonia plant, and marine terminal components of the project as part of a 'derisking strategy.' The company has stated it will not proceed with the hydrogen plant without 'off take agreements' and has paused new spending commitments. Earthjustice argues that continuing the review would waste public resources on a 'speculative endeavor' and highlights potential environmental damage, including the destruction of 484.77 acres of wetlands and impacts on the Maurepas Swamp Wildlife Management Area and Lake Maurepas.

The document reports on a significant shift in the oil market as OPEC+ increases production, leading to lower prices and potential decline in US shale output. It highlights a landmark German court ruling establishing that high-emitting companies can be held liable for climate damages and discusses various challenges facing the LNG and gas power sectors globally, alongside regulatory uncertainties for hydrogen in the US and EU.

The document examines how wide-ranging tariffs, including those imposed under the International Emergency Economic Powers Act (IEEPA), increase the cost of essential materials like steel, aluminum, and copper, thereby raising prices for energy infrastructure and slowing the deployment of clean energy technologies. It highlights that while the administration seeks 'energy dominance,' these trade policies create investment uncertainty and risk ceding leadership in next-generation technologies—such as advanced nuclear, geothermal, and batteries—to competitors like China. The authors recommend replacing blunt tariffs with targeted, time-bound measures paired with robust industrial policy and strategic alliances to ensure long-term competitiveness.

The report finds that the One Big Beautiful Bill Act (OBBBA) would significantly increase U.S. household energy costs, lead to substantial job losses in manufacturing and clean energy, and increase greenhouse gas emissions and premature deaths. By repealing key tax credits and environmental standards, the bill is projected to shrink cumulative GDP by $1.1 trillion between 2025 and 2034 and reduce new electricity capacity by 330 GW by 2035. While the bill expands oil and gas leasing, the report argues that the resulting increase in production is offset by higher demand-driven prices for fossil fuels.

The report argues that direct electrification is the most efficient way to decarbonize industrial process heat, outperforming alternatives like green hydrogen, bioenergy, and carbon capture. It identifies three primary barriers: economics (high electricity costs relative to fossil fuels), grid readiness (slow interconnection and outdated planning), and technology maturity (lack of awareness and scale for high-temperature solutions). To overcome these, the authors recommend a combination of financial incentives (such as a Clean Heat Production Tax Credit), grid reforms (including surplus interconnection and real-time pricing), and foundational RD&D and workforce training.

The Hudson Bay Lowlands in northeastern Manitoba, covering over 67,000 square kilometres, provide a minimum of CAD 247.7 million in annual economic value and store an estimated 7 billion tonnes of soil organic carbon valued at CAD 1.2 trillion. The region supports over 250 wildlife species and generates CAD 131 million in tourism revenue. Five Indigenous Nations are working to establish an Indigenous Protected Area to safeguard the region, which would help Canada and Manitoba meet their goal of protecting 30% of terrestrial and inland water areas by 2030.

The document argues that despite the COP 28 agreement to transition away from fossil fuels, production continues to rise, led by wealthy nations. It calls for COP 30 to establish differentiated phase-out timelines based on historical responsibility, mandate annual progress reports, and launch the Belém Action Mechanism for Just Transition. The briefing emphasizes that the transition is economically feasible if Global North countries redirect fossil fuel subsidies and tax polluters to mobilize over USD 5,000 billion annually for climate finance, prioritizing grants over loans to avoid exacerbating debt in the Global South.

Brazil is projected to increase oil and gas production by over 20% by 2030, with Petrobras driving more than half of this growth. However, analysis shows that up to 85% of Petrobrass new oil production would be economically unviable in a 1.5C world, creating significant stranded asset risks. Petrobras plans to invest USD 97 billion in oil and gas from 2025 to 2029, which is six times its spending on decarbonization and diversification. The report finds that Petrobras lags industry peers in target setting and business model diversification. To mitigate these risks, the authors recommend that the Brazilian government curb exploration licenses, redefine Petrobrass mandate toward a "harvest mode" strategy, and redirect financial flows toward clean energy, where an annual investment gap of USD 16 billion is projected by 2035.

The report finds that Canada is highly exposed to economic risks due to overinvestment in oil and gas relative to the global energy transition. Using IEA demand scenarios, it estimates that between 5% (Stated Policies Scenario) and 66% (Net Zero Emissions scenario) of projected capital investment from 2025 to 2040 could be stranded. The analysis indicates that Canadian oil is among the world's most expensive to produce, making it particularly vulnerable to price drops. The report argues that restricting the development of new fields and engaging in international diplomacy to reduce global supply could protect the industry's overall value and increase government revenues by preventing oversupply and price deflation. It also notes that U.S. tariffs on energy imports would likely amplify these risks by making Canadian production less competitive.

The report examines how private equity firms use 'energy transition funds' to invest in 'false solutions'—technologies that are unproven, promote continued fossil fuel use, or lack accountability. It analyzes six specific industries: carbon capture, carbon trading, gas certification, hydrogen, biomass, and renewable natural gas. Through case studies of firms like BlackRock (GIP), Warburg Pincus, Quantum Capital Group, and Apollo, the report demonstrates a gap between sustainability claims and actual portfolio holdings, which remain heavily invested in fossil fuels. It concludes by providing due diligence resources for institutional investors to mitigate climate-related financial risks.

The report uses the SATIMGE modelling framework to compare a least-cost Reference Case against various Policy Scenarios and an 'Ideal Energy Scenario' for South Africa. The Ideal Energy Scenario targets net zero CO2 by 2050 with a cumulative GHG limit of 8 Gt CO2-eq, featuring a systemic shift to 80% public transport, expanded social provisioning for low-income households (including 6.5 million solar water heaters), and a domestic clean energy manufacturing sector with 85% local content. Results indicate that while total system investment costs increase, an affordable and socially inclusive transition is possible, with energy sector employment increasing due to localisation measures, despite a slight relative decline in economy-wide employment compared to the Reference Case.

The report assesses the restoration of 579 hectares of wetlands in Chile's Biobío region, finding that nature-based infrastructure (NBI) is economically viable across all modelled scenarios. With a maximum benefit-cost ratio of 1.30, the project is projected to generate up to USD 58.74 million in avoided flood damage and rental income loss, while providing significant social value through recreation and carbon storage.

The policy brief outlines federal leadership opportunities to bolster U.S. energy security and global competitiveness through the deployment of carbon capture and storage (CCS), advanced nuclear fission and fusion, and superhot rock geothermal energy. It emphasizes the need to bridge the "missing middle" investment gap—where projects are too large for venture capital but too risky for institutional investors—by utilizing a combination of R&D funding, demonstration grants, and extended tax credits. Key recommendations include increasing the 45Q tax credit to $120, extending tech-neutral credits (48E and 45Y) through 2040, and streamlining permitting for CO2 pipelines and Class VI wells. The brief also calls for scaling the nuclear supply chain, modernizing spent fuel policy, and establishing a Geothermal Center for Excellence to ensure the U.S. maintains a competitive edge against international mechanisms like the EU's Carbon Border Adjustment Mechanism.

Reclaim Finance reports a systemic retreat from climate goals among six major European oil and gas companies. The analysis shows a trend of reducing investments in renewables and low-carbon technologies while increasing oil and gas production targets for 2030. The document highlights that these companies are ignoring the IEA's Net Zero Emissions (NZE) scenario, specifically by planning new LNG export terminals and abandoning scope 3 emission targets. It concludes by calling on financial investors to oppose board re-elections and demand transparency during upcoming general assemblies at Shell and TotalEnergies.

The report argues that six major European oil and gas companies are backtracking on climate goals by reducing investments in low-carbon activities and increasing oil and gas production targets. It highlights a significant gap between these companies' strategies and the International Energy Agency's Net Zero Emissions by 2050 scenario, noting that fossil fuels still capture over 60% of planned investments. The document specifically details reductions in renewable energy targets for BP, Eni, Shell, TotalEnergies, and Equinor, while noting that none of the six companies plan to reduce fossil fuel production.

The Regional Clean Hydrogen Hubs program is designed to demonstrate localized hydrogen production and end-use to create a synergistic national hydrogen economy. The author warns that planned funding cuts by the Trump administration would jeopardize an estimated 334,280 jobs and tens of billions of dollars in private sector investment. The document emphasizes that a network of hubs is necessary to create a viable market for hydrogen-fueled equipment and to maintain U.S. leadership in low-carbon hydrogen production and technology exports.

The document argues that Central and Eastern European (CEE) countries must implement coordinated national and regional strategies to decarbonise heavy industries like refining and ammonia production. It identifies four priority actions: cost-competitive policy design, targeted deployment in industrial clusters, shared financial risk schemes, and cross-border collaboration for infrastructure. The analysis highlights that CEE accounts for nearly 25% of EU hydrogen consumption, with Poland as the dominant user, and emphasizes that the lack of domestic regulatory frameworks for CO2 storage in Poland currently forces a reliance on more expensive export options.

The report evaluates the use of bio-based materials from agricultural and forestry residues as a mechanism for carbon dioxide removal (CDR) in the building sector. Using BEAM life cycle assessment software, it estimates a cumulative global carbon removal capacity of 3.6 Gt CO2 by 2050, with an additional 16.5 Gt CO2 in avoided emissions. The analysis highlights that while non-timber biomass offers significant potential, the integration of mass timber could increase storage by fivefold. Implementation is hindered by challenges in carbon accounting, durability, and building code compliance, though emerging policies in the EU, Canada, and the US are beginning to incentivize biogenic carbon storage.

Trend Asia criticizes the new PP KEN for extending the use of fossil fuels until 2060, lowering renewable energy targets for 2030, and promoting high-risk or non-renewable 'new energy' sources like nuclear, hydrogen, and ammonia. The report highlights the environmental and social risks of bioenergy, specifically co-firing and Energy Plantation Forests (HTE), which it links to deforestation and land grabbing. It further argues that the policy lacks transparency, excludes community-scale renewable energy, and prioritizes industrial interests over human rights and ecological sustainability.