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Decarbonization Pathways and Policy Recommendations for the United States Steel Sector
The U.S. steel industry is already less carbon-intensive than other major regions due to a high reliance on electric arc furnaces (EAFs), which account for 70% of production. However, the remaining 30% relies on integrated blast furnace/basic oxygen furnace (BF-BOF) routes to produce high-quality steel. Decarbonization requires transitioning these integrated mills to direct reduced iron (DRI) and submerged arc furnaces (SAF) or implementing carbon capture and storage (CCS). While clean electricity offers a 'quick win' for EAFs, deep decarbonization is hindered by the high cost of green hydrogen and the need for extensive CCS infrastructure. The report argues that because steel is a low-margin commodity, government policy—including carbon taxes, border adjustment mechanisms, and demand-side incentives—is essential to offset the increased costs of low-carbon production.
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Document type: Report
Energy tax credits: What’s at stake
The policy brief asserts that energy tax credits are critical for commercializing diverse energy technologies to meet rising demand from AI and data centers, while lowering costs for households and strengthening local economies. It highlights specific credits—including 45Y, 48E, 45Q, 45V, and 45X—as vital for the development of baseload power (advanced nuclear, geothermal, fusion), carbon capture, hydrogen, and critical mineral manufacturing. The author warns that repealing these credits or shortening their eligibility would increase energy prices, threaten jobs, and undermine U.S. leadership in global markets, particularly against competitors like China. Additionally, the brief emphasizes that mechanisms like direct pay and transferability are necessary for tax-exempt entities and high-cost projects, such as advanced nuclear, to monetize these incentives.
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Document type: Policy brief
Building movements on the doorstep: the case of Germany's Die Linke
Die Linke conducted over 600,000 doorstep conversations before a snap election using deep canvassing techniques, such as the "70% listening / 30% talking rule," to engage voters who feel alienated from the political system. The campaign relied heavily on volunteers from climate, housing, and anti-fascist movements, who brought "structure based organising" skills to the party. The author argues that these "beyond the bubble" tactics are essential for addressing the cost of living and supporting the green transition by engaging people who are not traditional activists and may be considering the extreme right.
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Document type: Case study
International Trade and Investment Agreements and Sustainable Critical Minerals Supply
The report examines over 100 trade and investment agreements and MOUs to determine if they support sustainable critical mineral supply chains. It highlights a shift toward incorporating environmental, social, and governance (ESG) provisions in new treaties and suggests that exporting countries can use critical minerals as leverage in negotiations to secure concessions and align policies with sustainable governance goals. The analysis specifically focuses on case studies from Indonesia, Chile, and the Democratic Republic of the Congo.
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Document type: Report
Lettre l'Agence des participations de l'Etat pour exiger d'ENGIE la fin de l'expansion gazire
Civil society organisations have called on the Agence des participations de l'Etat (APE), the primary shareholder of ENGIE, to force the company to stop expanding its gas infrastructure. The signatories argue that ENGIE's current climate strategy is incompatible with a 1.5°C warming limit and highlight risks associated with long-term LNG import contracts and new gas plant projects. They specifically demand a public commitment to exit gas for electricity production by 2035 in Europe and OECD countries, and by 2040 globally, while halting new gas infrastructure and long-term LNG contracts.
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Document type: Statement
ENGIE’s LNG contracts: a long-term trap for the energy transition
Reclaim Finance contends that ENGIE's strategy of signing long-term LNG import contracts facilitates the construction of new export terminals and the exploitation of new gas fields, specifically in the US Permian Basin. The document highlights that these contracts, some extending beyond 2040, contradict IEA Net Zero scenarios and European decarbonization goals, potentially creating stranded assets or shifting carbon risks to Asia. It specifically cites the Port Arthur LNG and Rio Grande LNG projects as examples of high-emission infrastructure supported by ENGIE, and calls for shareholders to vote against CEO Catherine MacGregor and the company's "Say on Climate" proposal.
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Document type: Statement
Les contrats GNL d’ENGIE : un piège à long terme pour la transition énergétique
Reclaim Finance claims that ENGIE's long-term LNG import contracts, particularly those from the United States, drive the development of new export terminals and gas fields, contradicting decarbonization scenarios. The document highlights that these contracts lock in carbon-intensive trajectories for decades and risk creating stranded assets as European gas demand declines. It specifically cites contracts linked to the Port Arthur LNG terminal and the Rio Grande LNG project, the latter of which saw its carbon capture and sequestration project abandoned. Consequently, Reclaim Finance calls on shareholders to vote against the re-election of CEO Catherine MacGregor and the 'Say on Climate' proposal.
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Document type: Statement
Sổ tay hướng dẫn tài chính chuyển đổi cho các lĩnh vực khó giảm phát thải khí nhà kính tại Việt Nam
The document outlines a comprehensive methodology for creating and assessing corporate transition plans in Vietnam's high-emission industries. It introduces a 'Five Hallmarks' framework for credible plans, provides sector-specific decarbonization criteria for steel, cement, and basic chemicals, and details the use of sustainability-linked financial instruments. It also presents a five-level classification system for financial institutions to evaluate the maturity and ambition of corporate transitions.
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Document type: Guide
석탄의 경제 대전환 2025
In 2024, global coal capacity saw a net increase of 18.8GW, driven by record construction in China (94GW) and high proposals in India (38GW), despite the lowest new capacity additions in 20 years (44GW). While the EU27 quadrupled its closures and the UK fully phased out coal, Japan and South Korea are pursuing ammonia co-firing to extend the life of coal plants, a strategy the report describes as costly and inconsistent with the Paris Agreement.
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Document type: Report
Auge y caída del carbón 2025
In 2024, the world commissioned the lowest amount of new coal capacity in twenty years, though a net increase in the global fleet occurred due to record construction starts in China and new proposals in India. While the EU27 saw coal retirements quadruple and the UK eliminated coal power entirely, other regions like Russia, Central Asia, and Mongolia continue to seek new plants. In Latin America, proposals are declining, though Brazil continues to provide significant government subsidies to keep coal plants operational.
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Document type: Report
活況と不況-石炭 2025 世界の石炭火力発電所の計画追跡
In 2024, global new coal capacity reached its lowest level in 20 years, though total capacity still grew by 18.8 GW due to record construction starts in China and high proposal numbers in India. While OECD nations have seen planned coal plants drop from 142 in 2015 to 5 currently, Japan and South Korea are pursuing ammonia co-firing to extend coal use, a strategy the report describes as costly and inconsistent with Paris Agreement goals.
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Document type: Report
How Reforming the European Union’s Public Procurement Directive Can Help Drive a Green Transition
The document assesses the failures of the 2014 EU Public Procurement Directives, noting that their voluntary nature and legal fragmentation have hindered the mainstreaming of green public procurement (GPP). It highlights that public procurement represents approximately 15% of EU GDP and 10% of its greenhouse gas emissions, presenting a significant opportunity for climate impact. The authors propose three primary reform opportunities: making GPP mandatory to simplify procedures and reduce legal uncertainty, linking 'buy European' initiatives to environmental requirements to boost green competitiveness, and implementing systemic data collection to improve monitoring and accountability.
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Document type: Policy brief
GREEN MANUFACTURING POLICY & INVESTMENT GUIDE
The document outlines the pathway for establishing renewable energy manufacturing in Kenya, highlighting the country's goal of Net Zero by 2050 and projected near-term investment opportunities of USD 600 billion. It provides a step-by-step guide for OEMs to incorporate legal entities, secure permits from authorities like NEMA and EPRA, and leverage Special Economic Zones (SEZs) and Export Processing Zones (EPZs) for fiscal incentives. Specific policy landscapes and VAT exemptions are detailed for solar PV, batteries, and electric mobility, while identifying key government agencies such as MITI, KenInvest, and SEZA that facilitate green industrial growth.
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Document type: Guide
Building Resilient Supply Chains: Getting the Most out of Supplier Engagement
The document outlines a seven-tip framework for companies to engage suppliers in climate action, emphasizing cross-functional collaboration between procurement and sustainability teams. It argues that climate change is a primary driver of supply chain disruption and that engaging suppliers—particularly high-impact ones—through target-setting, capacity building, and financial incentives can reduce financial risks and improve competitive advantage. The guide provides specific recommendations on prioritizing suppliers based on emissions impact and readiness, as well as methods for collecting data and incentivizing decarbonization.
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Document type: Guide
Hydrogen is crucial for the EU’s sustainable prosperity – but vision alone won’t get us there
The EU's current clean hydrogen strategy faces a significant gap between aspiration and achievement, with renewable hydrogen accounting for less than 0.4% of total supply. The authors advocate for a broader definition of clean hydrogen that includes carbon capture-enabled reforming, methane pyrolysis, and nuclear-powered electrolysis to improve scalability and affordability. They recommend prioritising hydrogen for hard-to-electrify sectors like chemicals, steel, shipping, and aviation, while steering residential heating and passenger vehicles toward direct electrification. To overcome high costs—where clean hydrogen can reach €17 per kilogram compared to €3.5 per kilogram for unabated hydrogen—the document calls for additional subsidies and the development of centralised production-consumption hubs to reduce expensive transportation.
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Document type: Statement
Supporting a Reliable Grid: The Opportunity for Virtual Power Plants in Michigan
Michigan faces grid reliability issues, including frequent blackouts and narrowing capacity for peak demand. Virtual power plants (VPPs), which aggregate distributed energy resources (DERs), are proposed as a solution to support the state's clean energy goals of 80% by 2035 and 100% by 2040. The document recommends that utilities seek funding from the Department of Environment, Great Lakes, and Energy (EGLE) and the Michigan Public Service Commission (MPSC), utilize the MPSC's 90-day pilot review program, and that the legislature mandate VPP implementation. Additionally, it suggests the MPSC allow residential and small commercial aggregation in wholesale markets and update metering infrastructure procurement to ensure DER integration capabilities.
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Document type: Policy brief
Skills Foresight in SADC: Unlocking Opportunities in Green, Digital and AI Futures
The document argues that SADC must transition from reactive to anticipatory skills governance to address critical gaps in access, relevance, and applicability. It advocates for the integration of 'skills foresight' and 'systemic innovation' to prepare the region's workforce for green and digital economies, emphasizing the need for regional accreditation systems and updated curricula that include systems and futures literacy.
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Document type: Policy brief
Reforming Energy Efficiency Programs to Increase Heat Pump Adoption
The report argues that current US energy efficiency programs are overly complex, resulting in low participation rates (0.5% to 3% of households) and significant barriers for low-to-moderate income (LMI) families. To drive heat pump adoption and meet climate targets, the document recommends simplifying incentive structures (e.g., using $/unit instead of $/BTUh), aligning equipment specifications with federal standards like ENERGY STAR, and providing up-front discounts with prompt contractor reimbursement. It emphasizes the need for long-term funding (3-5 years), market development through workforce training, and a 'climate-forward' framework that prioritizes greenhouse gas reductions over simple energy savings. For equity, it suggests partnering with community-based organizations, setting LMI-specific budget targets, and funding pre-electrification measures like electrical panel upgrades.
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Document type: Report
The EU can lead on geothermal energy, but it needs to define its plan
The Clean Air Task Force asserts that the EU is missing a strategic opportunity by excluding geothermal innovation from its Affordable Energy Action Plan. The author highlights that utilizing just 1% of Europe's high-temperature geothermal resources could produce 18,000 TWh of electricity. To avoid lagging behind competitors like China and Japan, the document urges the EU to publish a Geothermal Strategy by Q1 2026, include next-generation technologies in funding mechanisms like Horizon, and fully integrate geothermal into its broader energy security plans.
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Document type: Statement
Ecofeminism and the Limits of Radical Ecology
The author uses participant observation in France, Italy, and Spain to show that 'back to nature' movements often value physical endurance and 'hard life' virility over domestic labour. This creates a hierarchy where women are marginalised, particularly during motherhood or when seeking external employment, effectively turning a 'back to the land' movement into a 'back to the house' experience for many women.
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Document type: Research paper