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The Canadian Climate Institute emphasizes that the Clean Electricity Regulations (CER) are essential for maintaining the trajectory of Canada's electricity sector, which has already reduced emissions by nearly 60% since 2005. The author highlights two critical upcoming policy decisions: the finalization of a settlement with Alberta regarding a memorandum of understanding (MOU) and the announcement of a new national electricity strategy. The document asserts that the CER provides the necessary regulatory certainty for utilities to invest in doubling or tripling grid capacity to accommodate the rise of electric vehicles and heat pumps, while ensuring that any provincial equivalency agreements deliver the same emissions reduction outcomes as the federal standard.

The document argues that traditional carbon offsetting is inherently deceptive because carbon credits cannot reliably counterbalance emissions on climate-relevant timescales. It advocates for the 'beyond value chain mitigation' (BVCM) approach, where credits are treated as contributions to global climate action rather than offsets. The guide outlines principles for credible communication, including the prioritisation of internal decarbonisation and the use of transparent, non-ambiguous language. It also provides case studies of misleading claims from entities like Climate Impact Partners, Audi, and Apple, and offers recommendations for policymakers to ban offsetting claims and for consumers to identify 'red flags' in corporate communications.

The report argues that subnational governments are critical to the global energy transition because extraction facilities and workforces are located within their territories. It presents a toolkit of financial, regulatory, and enabling tools to help these governments phase out production, reduce environmental impacts, and diversify local economies. The authors categorize subnational regions into four types based on their production status and reserves, noting that early movers can reduce transition risks and attract low-carbon investment. Key recommendations include developing time-bound, sequenced, and financed roadmaps and avoiding diversification into carbon-intensive downstream activities like refining or petrochemicals.

This fact sheet presents data to justify a transition away from fossil fuels in Latin America and the Caribbean, emphasizing the risk of stranded assets and the region's high vulnerability to climate impacts. It highlights a contradiction where the region possesses the world's cleanest electricity grid yet continues to increase fossil fuel production and consumption. The document calls for the elimination of fossil fuel subsidies—which totaled USD 52.8 billion in 2024—and the implementation of a 'Just Transition Mechanism' following COP30 to support labor reconversion and community sovereignty.

The Colombian electrical transmission sector faces a structural lag as generation capacity is projected to reach 38.9 GW by 2030. The National Interconnected System (SIN) is nearing operational limits, with less than 5% transport capacity available and 90% of substations expected to exhaust short-circuit interruption capacity within five years. Execution is a critical failure point, with 55% of the 20 active transmission projects delayed, including the Bacatá-Norte and Sogamoso Norte-Nueva Esperanza projects. These delays are attributed to socio-environmental factors, licensing difficulties, and poor coordination between national energy planning and land-use instruments. To address this, the 'Plan Maestro de Modernización y Expansión de la infraestructura de Transmisión Eléctrica' proposes 98 strategic works, 44 of which could resolve over 149 operational restrictions by 2037. Additionally, the UPME adopted the 'Modelo de Relacionamiento Territorial' in 2025 to better integrate socio-environmental and cultural criteria into planning.

The author contends that while national emission targets under the Paris Agreement are useful for policy, they are not tangible or easily understood by the general public. To make climate progress more visible and accountable, the Canadian Climate Institute will begin tracking specific technology adoption metrics, such as electric vehicle and heat pump sales, which provide a more concrete measure of the energy transition than megatonnes of carbon.

The document analyzes greenwashing practices, specifically focusing on H&M's 'conscious' clothing line and the carbon offsetting strategies of companies like Apple and Shell, as well as the social impacts of the Trees for Global Benefit project in Uganda.

Analysis of the Global Oil and Gas Extraction Tracker (GOGET) reveals that the time from discovery to production for new oil and gas fields has increased significantly, averaging 15.1 years for fields starting in 2025 compared to 4.9 years between 1960 and 1980. This trend is driven by the depletion of easy-to-access reserves, forcing companies toward technically complex '20K' high-pressure reservoirs, deepwater projects, and 'acid gas' fields. Additional delays stem from stricter environmental regulations, such as the UK's 2025 requirement to include Scope 3 emissions in impact assessments, and ecological risks in protected areas. The report argues that these long lead times increase the risk of creating stranded assets and conflict with the 1.5 °C warming limit, suggesting that capital should be redirected toward renewable energy.

The report examines Colombia's electrical transmission sector in 2025, highlighting a structural lag in infrastructure that threatens the integration of renewable energy. It details the operational limits of the National Interconnected System (SIN), significant project execution delays, and the technical exhaustion of transport and short-circuit interruption capacities. The document also outlines the regulatory framework and the proposed 'Master Plan for Modernization and Expansion of Electrical Transmission Infrastructure' as a means to resolve these bottlenecks.

The document introduces a conceptual framework for evaluating gender equity and sustainable livelihoods in renewable energy value chains (REVCs). Using a social reproduction lens, it moves beyond simple employment metrics to examine the interplay between paid and unpaid labour, care responsibilities, and structural inequalities. The framework is structured around three dimensions: the global distribution of value, work and livelihoods, and ecological justice. It is intended as an assessment tool for policymakers and researchers to ensure that the transition to net zero emissions does not reproduce existing patterns of dependence or inequality, with illustrative applications mentioned for South Africa, Kenya, and Ghana.

China is repositioning its coal fleet to serve as a regulatory and security resource to manage the variability of its growing renewable energy sector. This transition is driven by a critical need for short-term flexibility, with the IEA estimating that these needs will be three times higher in 2030 than in 2022. To achieve this, the Chinese government has implemented a series of Five-Year Plans and policies, including a target to retrofit "above 200 GW" of coal capacity for flexibility between 2021 and 2025. Technical efforts focus on lowering minimum loads (ML) to 25-40% of rated capacity and decoupling heat and electricity generation in combined heat and power (CHP) units. Financial mechanisms supporting this shift include a coal capacity pricing mechanism introduced in 2024 and the use of infrastructure real estate investment trusts (REITs) for eligible plants.

China has rapidly expanded its flexible coal power capacity, exceeding its 2025 national target and positioning itself to meet a 2027 goal of retrofitting 500-700 GW. By the end of 2024, total flexible coal capacity exceeded 600 GW, with significant progress in provinces like Guangxi, Inner Mongolia, Shanxi, and Xinjiang. While coal utilisation is generally declining and showing greater seasonal variability due to renewable growth and demand peaks, the document notes that the full potential of this technical flexibility is not yet reflected in system operations due to market design and institutional arrangements. The transition is supported by a capacity pricing mechanism and diversified revenue models, though flexible operation increases costs through higher maintenance, reduced fuel efficiency at low loads, and accelerated depreciation.

The report argues that South Korea's heavy reliance on imported fossil fuels (84% of total energy supply) creates critical vulnerabilities to geopolitical conflicts in the Strait of Hormuz, Malacca Strait, and South China Sea, as well as climate-driven infrastructure risks. It posits that a rapid shift to renewables can mitigate these risks, reduce financial burdens associated with energy price volatility, and support the energy needs of advanced AI and defense systems. While acknowledging challenges such as China's dominance in critical mineral supply chains and cybersecurity risks associated with digitalized grids, the document concludes these are manageable through battery storage innovation, grid modernization, and supply chain diversification. It recommends integrating renewable energy goals explicitly into national security planning and the 12th Basic Plan for Electricity Supply and Demand.

The report argues that South Korea's heavy reliance on fossil fuel imports—approximately 84% of its total energy supply—creates significant national security vulnerabilities due to geopolitical tensions and climate risks. It posits that transitioning to renewable energy would reduce exposure to fragile maritime chokepoints, lower fiscal strain, and improve military readiness. While acknowledging challenges such as China's dominance in critical mineral supply chains and cybersecurity risks from digitization, the report concludes these are manageable compared to the structural risks of fossil fuel dependence. It recommends integrating renewable energy targets into national security planning and leveraging the newly created Ministry of Climate, Energy and Environment to coordinate a whole-of-government approach to energy resilience.

The document positions renewable energy as a core pillar of Japan's national security, noting that the country's energy import dependency reached 87.4% in 2024. It argues that the current 7th Strategic Energy Plan is insufficient because it maintains high fossil fuel targets (30-40% by 2040) that conflict with 1.5°C climate goals. The author proposes a four-step policy framework—expanding grid capacity, accelerating permitting, expanding distributed energy, and utilizing long-term power purchase agreements—to achieve a clean energy ratio of 80% or more by 2040. This transition is estimated to potentially save up to 3.4 trillion yen in fossil fuel costs by 2035 and requires approximately 38 trillion yen in investment, which is roughly 25% of Japan's 150 trillion yen GX investment plan.

The document introduces the Corporate Transition Assessment (CTA) framework, designed for financial institutions in India to move beyond surface-level disclosures and evaluate a company's transition readiness across strategy, feasibility, and accountability. It specifically applies this framework to a case study of a leading Indian primary steel producer ('Company X'), detailing the process of mapping transition vulnerability, assessing decarbonisation strategies, and evaluating the technical and economic feasibility of levers such as green hydrogen, scrap utilisation, and Carbon Capture, Utilisation, and Storage (CCUS). The guide also provides a broader analysis of the Indian steel sector's decarbonisation landscape, including the role of government policies and the potential of various technology pathways to reach net-zero targets.

The report assesses the use of the Energy Supply Financing Ratio (ESFR) by global banks to measure sustainable power financing relative to fossil fuels. While six banks have now published or committed to this indicator, the analysis reveals a regional divide: European banks (BNP Paribas, Crédit Agricole, Groupe BPCE) often use narrow fossil fuel definitions and omit underwriting, while North American banks (Citi, JPMorgan Chase, RBC) include broader financing instruments but inflate sustainable ratios by including fossil-related technologies like carbon capture and fossil-based hydrogen.

The report examines the Energy Supply Financing Ratio (ESFR), a metric used to compare bank financing of sustainable energy versus fossil fuels. While adoption is increasing due to shareholder pressure, the author argues that current methodologies are often flawed. European banks like BNP Paribas and Crédit Agricole set ambitious targets but use narrow definitions of fossil fuel activities and omit bond/equity financing. Conversely, North American banks like Citi and JPMorgan Chase provide more comprehensive coverage of the fossil fuel value chain but artificially inflate their 'low carbon' figures by including fossil-based hydrogen, carbon capture, and non-energy sectors.

Pension funds, managing over USD 73 trillion globally, face systemic risks from climate change that could reduce returns by 33% by 2050. While 200 major funds have begun divesting from fossil fuels to fulfill fiduciary duties, third-party asset managers often maintain carbon-intensive investments. This misalignment has led pension funds to withdraw over USD 100 billion from managers including BlackRock and State Street.

The report argues that South Korea's heavy reliance on imported fossil fuels (84% of total energy supply) creates critical security vulnerabilities exposed to geopolitical conflicts and climate-driven disruptions. It posits that a rapid shift toward renewables can mitigate these risks, reduce financial burdens on the state, and support the energy demands of advanced defense and AI technologies. While acknowledging challenges such as China's dominance in critical mineral supply chains and cybersecurity risks associated with grid digitalization, the document concludes these are manageable through diversification, battery storage innovation, and strategic policy integration.