Search Climate Insights Directory

The paper outlines a strategic framework for Europe to achieve leadership in clean energy innovation, emphasizing that financial investment alone is insufficient. It proposes four pillars of innovative capacity: building human capital, pushing early-stage technology, creating demand-side market incentives, and securing access to key resources. Using Norway's carbon capture and storage (CCS) leadership as a case study, the author demonstrates how aligning these pillars creates a competitive advantage that is difficult for other regions to imitate. The document concludes that Europe should target sectors where it has natural resource advantages and integrate its policies to create a cohesive ecosystem rather than relying on isolated funding or deployment targets.

The 2024 barometer identifies a shift toward embedding social justice in climate action and the rise of green macroeconomic governance, while warning against the 'gold rush' for critical minerals and the use of climate as a political 'wedge' issue.

The author examines the tension in German foreign policy between corporate profit interests and a values-based rhetoric, specifically regarding its engagement with Africa. Historically, Germany's approach has been 'economistic,' focusing on raw material imports and machinery exports. The paper argues that current geopolitical shifts and the need for critical minerals provide an opportunity for Germany to move away from post-colonial models. It suggests that instead of merely securing cheap resources, Germany should support a pan-African industrial policy, the mobilization of domestic resources, and the African Continental Free Trade Area (AfCFTA) to foster sustainable development and reduce Africa's dependence on raw material exports.

The report examines how developing countries can capture a fair share of financial benefits from critical minerals, highlighting risks such as price volatility, oversupply, and opaque markets. It suggests opportunities for these nations to increase state participation, develop downstream processing capabilities, and reform fiscal incentives to maximize economic gains from the energy transition.

The report analyzes the fiscal risks and opportunities for developing countries producing critical minerals essential for the energy transition. It highlights the potential for significant additional revenues—estimated up to USD 25 billion annually in taxes and royalties by 2040—while warning of risks such as price volatility, lack of transparency in markets like cobalt and lithium, and the potential for oversupply due to substitutes. The document argues that producer countries can increase their economic benefits by enhancing domestic processing (adding value), re-evaluating state participation, and reforming overly generous tax incentives. It also addresses the impact of alternative financing like 'metal streaming' and the potential costs associated with carbon pricing mechanisms such as the EU's Carbon Border Adjustment Mechanism.

The report analyzes how developing countries can maximize financial gains from critical minerals during the energy transition. It identifies risks such as price volatility, opaque markets, and the impact of alternative financing like metal streaming. Opportunities include increasing state participation, developing downstream processing to add value, and reforming tax incentives. The document emphasizes that while significant additional revenues are possible—potentially between 98 billion and 259 billion USD annually by 2040—the window of opportunity is limited by potential oversupply and the development of substitute materials.

The document examines how the green energy transition in Africa could trigger conflict due to land displacement, environmental damage, and inequitable benefit distribution. It identifies five key categories of legal protections—land and resource rights, environmental and social protections, compensation and benefit sharing, access to information and participation, and access to justice—that can mitigate these risks. While many Sub-Saharan African countries have enacted basic protections, the brief emphasizes that the quality of implementation, institutional capacity, and political will are essential to prevent a 'green resource curse'.

The document examines how African nations have responded to the Russia-Ukraine war, highlighting a trend toward non-alignment and a reluctance to support punitive measures against Russia. It argues that African responses are driven by a combination of historical grievances with Western leadership (such as the 2011 NATO intervention in Libya and COVID-19 vaccine inequity) and strategic national interests. The report details the economic opportunities arising from Europe's shift away from Russian energy, specifically regarding natural gas and critical minerals, while warning that geopolitical rivalry between the US, Russia, and China may undermine regional security initiatives like the Accra Initiative. It concludes by advocating for a foreign policy based on 'non-alignment' and 'indivisible security' to avoid becoming proxies in a new Cold War.

The document analyzes Russia's strategic pivot toward Africa as a means to diversify partners and evade Western sanctions following the invasion of Ukraine. It argues that while Africa is not a central priority for the Kremlin, it serves as a critical 'theater' for projecting power, securing natural resources, and challenging US-led unipolarity. The paper details Russia's approach across several sectors, including arms sales, nuclear energy, and mining, while highlighting the role of the Wagner Group in providing security in exchange for resource access. It concludes that Russia leverages African support at the UN to maintain its status as a global power and to promote a multipolar international system.

The report argues that South Africa must move beyond linear thinking and 'energy blindness' to embrace systems and futures thinking for its energy transition. It identifies critical leverage points—ranging from infrastructure and regulatory reform to paradigm shifts in economic growth—to avoid energy poverty and social unrest. The framework outlines four strategic priorities: championing cross-border collaboration for energy democracies, practicing active non-alignment in renewable energy diplomacy, challenging 'used' (borrowed) energy futures, and transitioning from growth-centric economic models to anticipatory energy governance.

The report outlines Colombia's energy transition pathways through 2052, evaluating five scenarios: Actualization, Modernization, Inflexion, Innovation, and Energy Transition (TE). It details the shift from coal and hydrocarbons toward non-conventional renewable energy sources (FNCER), including solar, wind, and hydrogen. The analysis covers demand-side efficiency in residential, industrial, and transport sectors, as well as the strategic role of critical minerals like copper and nickel. Economic evaluations using benefit-cost ratios indicate that while residential and tertiary efficiency measures are highly beneficial, industrial transformation requires significant capital investment and state support due to high private costs.

The Southeast Alaska Indigenous Transboundary Commission (SEITC) is seeking relief from the Inter-American Commission on Human Rights due to the impacts of hard-rock mining in British Columbia, Canada. The document argues that mining projects in the Taku, Stikine, and Unuk watersheds threaten the subsistence and cultural rights of Southeast Alaska Native communities through heavy metal pollution and habitat destruction. SEITC alleges that Canada and B.C. have failed to conduct comprehensive transboundary environmental assessments, have ignored the need for free, prior, and informed consent (FPIC), and have used a flawed amendment process to expand mine operations without adequate scrutiny. The submission introduces a new claim regarding the violation of the right to a healthy environment and requests that the Commission investigate these claims and recommend the suspension of mine authorizations until transboundary harms are addressed.

The EESI 2023 Climate, Environmental, and Energy Congressional Hearings Tracker catalogs hearings across numerous House and Senate committees. House activity was led by the Natural Resources (28 hearings) and Energy and Commerce (24 hearings) committees, focusing on energy security, grid reliability, and critical minerals. Senate activity was prominent in the Environment and Public Works (22 hearings) and Budget (10 hearings) committees, with a strong emphasis on the economic costs of climate change, infrastructure resilience, and the implementation of the Inflation Reduction Act and Infrastructure Investment and Jobs Act.

The 2024 Forest Declaration Assessment finds that the world is off track to meet 2030 forest goals, with 6.37 million hectares of forest permanently lost in 2023. Deforestation is primarily driven by commodity production, including agriculture and mining, with significant demand from industrialized nations like China, the EU, and the U.S. While some progress has been made in forest law enforcement and the establishment of protected areas, the report highlights a massive gap between 'green' and 'gray' finance, noting that environmentally harmful subsidies reach USD 2.6 trillion annually. The assessment emphasizes the critical need for rights-based governance and direct funding for Indigenous Peoples and local communities to ensure sustainable forest management.

The report identifies a global shift toward embedding social justice in climate action and the rise of green macroeconomic policies like the US Inflation Reduction Act and the EU Green Deal. While renewable energy capacity and electric vehicle sales are hitting records, the transition faces significant hurdles, including a 'gold rush' for critical minerals often lacking governance, inadequate private sector investment in nature, and a trust deficit between citizens and institutions. The document argues for a new 'eco-social contract' based on participatory governance and a fundamental reform of the multilateral financial system to support low- and middle-income countries.

The document outlines a framework for pricing lithium based on OECD transfer pricing principles, detailing the physical characteristics of brine and mineral deposits, production processes, and the role of price-reporting agencies in establishing market benchmarks for battery-grade and technical-grade lithium.

The report establishes a technical framework for the pricing of lithium chemicals (carbonate and hydroxide) and concentrates (spodumene) using OECD transfer pricing principles. It details the physical characteristics of brine and hard-rock deposits, the production processes for different lithium products, and the economic drivers of demand, primarily linked to the electric vehicle battery market. The document identifies key contractual elements, such as Incoterms and pricing indices, and evaluates the role of Price Reporting Agencies (PRAs) in providing benchmarks for arm's length pricing. It concludes with guidance on comparability adjustments based on product quality, economic circumstances, and contractual terms.

The report advocates for the adoption of Strategic Environmental Assessment (SEA) in the mining sector to integrate environmental and social considerations into high-level policies, plans, and programs (PPPs). Unlike project-level Environmental and Social Impact Assessments (ESIA), SEA provides a broad perspective to manage cumulative effects, balance sectoral interests with other development goals, and improve governance. Through case studies in Namibia, Ghana, Romania, and Mozambique, the report demonstrates that SEA can lead to optimized infrastructure, sustainable mine closures, and better regulation of artisanal and small-scale mining. Key obstacles identified include limited institutional capacity, lack of political will, and insufficient stakeholder awareness. The report recommends that governments prioritize capacity building, inter-ministerial collaboration, and the active involvement of Indigenous and local communities, particularly when managing critical minerals for the energy transition.

The report advocates for Strategic Environmental Assessment (SEA) as a high-level tool to integrate environmental, social, and economic considerations into mining plans, policies, and programs (PPPs). Unlike project-level Environmental and Social Impact Assessments (ESIA), SEA provides a long-term, iterative perspective that helps balance competing interests and address cumulative impacts. The document details how SEA has been applied in countries like Namibia, Ghana, Romania, and Mozambique, highlighting its role in optimizing infrastructure, improving regulatory frameworks, and enhancing public participation. It identifies key obstacles such as limited institutional capacity and lack of political will, recommending that governments prioritize inter-ministerial collaboration and inclusive stakeholder engagement, particularly when managing critical minerals for the energy transition.

The document advocates for Strategic Environmental Assessment (SEA) as a tool to integrate environmental and social considerations into high-level mining policies, plans, and programs (PPP). Unlike project-level Environmental and Social Impact Assessments (ESIA), SEA provides a broad perspective to manage cumulative impacts and align mining with national development goals. Through case studies in Namibia, Ghana, Romania, Mozambique, and Canada, the report illustrates how SEA can optimize infrastructure, improve regulatory frameworks, and enhance stakeholder engagement, while identifying obstacles such as limited institutional capacity and lack of political will.