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As of Q2 2025, US utility resource plans show a trend of increasing electricity demand projections and a corresponding increase in planned gas power plant capacity, leading to a widening gap between projected emissions and net-zero targets.

The report investigates the factors behind the acceleration of coal power approvals in China between 2022 and 2024, including rising power demand and energy security concerns. It details China's strategy to maintain supply continuity through flexibility retrofits and carbon-reduction pilots while proposing a transition toward clean power generation and storage technologies to replace coal's role in system reliability.

The 2025 Corporate Climate Responsibility Monitor finds that most major global companies fail to align their business models with the Paris Agreement's 1.5°C goal. While some companies like Apple, H&M Group, and Stellantis show 'moderate' integrity, none of the 20 companies in the sector deep dives achieved 'reasonable' or 'high' integrity ratings. The report argues that GHG emission reduction targets alone are insufficient and must be complemented by transition-specific alignment targets to ensure credible decarbonisation.

The report analyzes green hydrogen production in India, finding that state-level transmission waivers and capital subsidies are critical for cost competitiveness. It compares on-site, ISTS-connected, and STU-connected project models, highlighting that while on-site projects avoid transmission costs, they face land and demand constraints. The study identifies Odisha as a leader in cost competitiveness due to aggressive incentive packages and emphasizes that off-site projects require at least a 50% cost reduction to compete with grey hydrogen.

The report examines the role of state-owned power companies (SPCs) in driving clean energy transitions within emerging markets. It highlights that while SPCs can advance energy security and socio-economic development, they often face significant debt and capital mobilization challenges. The document argues for a combination of visionary leadership, legal frameworks, shifted public finance from fossil fuels to clean energy, and innovative international financing tied to decarbonization progress. Through case studies of Eskom, NTPC, Vietnam Electricity (EVN), and Perusahaan Listrik Negara (PLN), the report analyzes specific transition elements including just energy transition, renewable energy deployment, grid integration, and coal plant retirement.

Climate Bonds proposes a framework of five hallmarks to identify companies whose decarbonisation is rapid and robust enough to align with the goal of halving emissions by 2030 and reaching net zero by 2050. These hallmarks—Paris-aligned targets, robust plans, implementation action, internal monitoring, and external reporting—shift the focus from relative sector benchmarking to absolute measures tied to transition pathways. To support this, Climate Bonds is expanding its Standard and Certification Scheme to certify transitioning non-financial corporates and their Sustainability-Linked Bonds (SLBs), while also expanding market screening for all SLBs.

The European plastic industry is facing a structural decline characterized by falling production and facility closures due to overcapacity and weak demand. While the industry blames EU regulations for a loss of competitiveness, the document argues that reducing production is the most sensible economic approach. It urges the EU to use its leadership role in the Global Plastics Treaty negotiations to advocate for primary plastic production limits and a managed phasedown to sustainable levels, while avoiding new petrochemical buildouts.

As of May 2025, China's operational solar and wind capacity reached 1.4 billion kW, surpassing fossil fuel capacity for the first time in Q1 2025. The country leads globally in planned and under-construction projects, with over 1.3 billion kW in the pipeline. While offshore wind represents only 9% of total wind capacity, China accounts for 49% of global cumulative offshore installations as of March 2025. The document highlights the role of coastal provinces like Jiangsu and Guangdong in driving this growth and suggests transitioning from local to national-level policies and adopting international bidding models to ensure long-term stability and technical innovation.

China is advancing a 1.3 TW pipeline of utility-scale solar and wind projects, with operating capacity reaching 1.4 TW by 2025. While solar and onshore wind are expanding rapidly, particularly in Xinjiang and Inner Mongolia, offshore wind has emerged as a global powerhouse, accounting for 50% of global capacity. However, the offshore sector faces challenges from the 2021 phaseout of national subsidies and competition from planned coal and gas capacity in coastal provinces. The document argues for a transition from provincial development to a coordinated national policy framework incorporating hybrid auction mechanisms and robust spatial planning.

The report examines the challenges and opportunities for a 'green recovery' in Ukraine following Russia's invasion, which caused direct damages of USD 176 billion. While Ukraine has established governance structures and transparency tools like the DREAM platform, it lacks a unified national reconstruction strategy, leaving sustainability efforts fragmented. The document highlights the town of Trostianets as a successful local model of sustainable rebuilding and suggests that Ukraine align its recovery with EU standards, such as the EU Taxonomy and the Recovery and Resilience Facility. It recommends the adoption of international green building and infrastructure certifications (e.g., EDGE, Envision) to ensure long-term resilience and climate neutrality.

The policy brief examines the energy landscape of Central and Eastern Europe (CEE) following Russia's invasion of Ukraine, highlighting the region's struggle to balance immediate energy affordability with long-term decarbonisation. It identifies new security risks, specifically China's dominance in clean energy supply chains and conflicting policy signals from the US and EU. The author advocates for a technology-neutral approach—integrating nuclear, renewables, and emerging technologies like CCS—and suggests that CEE can become a clean-tech manufacturing hub. Furthermore, it emphasizes the strategic importance of integrating Ukraine, Moldova, and the Western Balkans into the EU energy grid to enhance regional resilience.

The report identifies a significant gap in India's green hydrogen sector, where announced production capacity exceeds the 2030 target of 5 million metric tons (MMT) by 2.5 times, yet commissioned capacity remains below 0.01 MMT as of 2024. To address barriers like high costs and limited infrastructure, the report outlines five strategies to unlock 2.1–5 MMT of demand by 2030: blending in high-volume sectors (0.8–3.0 MMT), substitution in niche industries (0.04–0.07 MMT), green public procurement for steel (0.4–0.6 MMT), exporting hydrogen and ammonia (0.75–1.1 MMT), and exporting hydrogen-embedded products (0.1–0.2 MMT). It also emphasizes the need for enablers such as viability gap funding, sovereign guarantees, and hydrogen hubs.

The research assesses the techno-economic drivers of hydrogen-based steelmaking, finding that while access to low-cost renewable energy can 'pull' industry to new locations, this effect is sensitive to assumptions and can be moderated by labour costs, capital costs, and 'strategic push' subsidies. The authors warn that relying solely on the renewables pull effect may delay necessary innovation and upscaling in higher-cost regions required to meet 2030 climate goals.

The report details a critical shortage of grid connection capacity in Turkey and worldwide. In Turkey, 65% of unlicensed project applications were rejected between February 2024 and April 2025 due to regional capacity constraints. Globally, 1.65 TW of wind, solar, and hydro projects are awaiting connection. The document identifies economic risks, long construction timelines, cautious technical planning, and procedural inefficiencies as primary barriers to the energy transition.

The report highlights a critical shortage of grid connection capacity in Türkiye, where 65% of unlicensed project applications (7.5 GW) were rejected between February 2024 and April 2025 due to regional constraints. Globally, 1.65 TW of wind, solar, and hydroelectric capacity is awaiting connection approval as of July 2024. The document identifies high investment costs, inflation, exchange rate fluctuations, and cautious technical planning assumptions as primary drivers of these bottlenecks. It also notes procedural delays in Europe, where wind farm connection permits can take up to 9 years, and suggests that improving data transparency and tightening application criteria—as seen in France, Greece, and Romania—could accelerate the energy transition.

The report argues that Brazil's plan to increase oil and gas production by 20% by 2030, largely driven by Petrobras, carries significant economic and climate risks. It finds that a majority of Petrobras' new projects would be economically unviable in a 1.5°C warming scenario and recommends that the government curb expansion, redefine Petrobras' mandate toward a transition plan, and redirect investment to avoid potential stranded asset losses of USD 13 to 36 billion.

The report argues that while Europe possesses world-class R&D infrastructure and talent, its fusion energy sector is hindered by fragmented governance and an outdated sequential roadmap. It recommends shifting to a Key Enabling Technologies (KET)-based strategy, centralising governance under Fusion for Energy (F4E), and establishing a robust public-private partnership (PPP) framework to support startups and prevent 'brain drain' to the U.S. and China.

An open letter from Carbon Market Watch and other signatories urging EU leadership to reject the use of Article 6 international credits to meet 2040 climate goals. The authors argue that relying on international credits undermines EU leadership, poses reputational risks due to poor environmental integrity, fails to provide genuine climate finance, and increases the long-term economic costs of the energy transition. They call for a science-based domestic target of at least 90% net reductions to ensure environmental integrity and maintain the EU's credibility as a historic emitter.

The paper emphasizes that Canada's transition to clean energy depends on expanding electricity transmission, which requires the active inclusion and ownership of Indigenous communities. It highlights the 'triple advantage' of Indigenous ownership—economic, social, and environmental—and provides five pragmatic recommendations for policymakers to support this integration. These include implementing a '5 Cs' framework (capital, clarity, capacity, corruption-free champions, and community champions), integrating traditional knowledge from Elders, and avoiding prescriptive, one-size-fits-all participation models. The authors argue that without such partnerships, the country cannot effectively move renewable energy from remote resource-rich areas to urban centers or eliminate persistent energy poverty in remote communities.

The document advocates for a shift in focus from Indigenous clean energy generation to transmission infrastructure, presenting it as a critical 'anchor' for Canada's climate goals. It outlines a '5 Cs' framework (cash, clarity, capacity, corruption-less, and community champions) to support deployment and provides five recommendations for policymakers to foster Indigenous-centric transmission integration, emphasizing the role of Elders, flexible participation models, and the alignment of transmission projects with Indigenous values of land preservation.