Search Climate Insights Directory

Colombia faces a projected gas supply deficit starting in 2030, as national production declines and import capacity becomes insufficient. The report argues that this vulnerability can be mitigated by reducing demand through a 14% increase in industrial energy efficiency and the electrification of residential cooking and water heating. Specifically, replacing 10% of gas stoves and 30% of water heaters with electric alternatives could significantly lower demand. The authors recommend a planned, just transition that includes reorienting subsidies toward electrification, implementing a national equipment replacement program, and avoiding long-term fossil fuel lock-ins like fracking.

The U.S. produces and consumes approximately 14 million metric tons (MMT) of hydrogen annually, with over 90% of demand concentrated in petroleum refining, ammonia, and methanol production. While current production is dominated by steam methane reforming (SMR), the report projects significant demand growth by 2050 from aviation, marine, and on-road transportation, potentially adding 40-50 MMT/yr. The report argues for prioritizing decarbonization in existing industrial corridors, particularly along the Gulf Coast, while preparing for these emerging sectors.

Following the 2022 invasion of Ukraine and subsequent Western sanctions, Russia has pivoted its fossil fuel exports toward Asia. While this has partially offset revenue losses from the European market, the report argues that Russia remains locked in a hydrocarbon-centric model that is increasingly misaligned with the decarbonisation trajectories of its primary Asian customers. China and India have leveraged discounted Russian oil and coal to support economic growth while simultaneously diversifying their energy portfolios and expanding renewable capacity. Vietnam has seen modest growth in Russian coal and nascent LNG trade, balancing energy security with sustainability goals. The report highlights structural bottlenecks, such as limited rail capacity for coal and the risks of a 'shadow fleet' for oil, as significant constraints on Russia's long-term export viability.

The report assesses the economic impact of India's power sector decarbonization on Jharkhand, projecting significant losses in state revenue, PSU earnings, and employment. It proposes a three-phase strategic framework (Enabling, Scaling-up, and Viksit Bharat) to transition the state from a raw-material supplier to a cleantech manufacturing hub. The analysis identifies four priority investment areas—clean power, green molecules, sustainable mobility, and green equipment manufacturing—estimating a total capital requirement of USD 41.4 billion to substitute lost fossil fuel revenues and create new employment opportunities.

The report evaluates CCUS as a primary decarbonization lever for India's steel sector, specifically targeting the emission-intensive BF-BOF route. It identifies single-point pre-combustion capture with gas conditioning as the most cost-effective technical approach, with a net CO2 abatement cost of USD 5560/tCO2. The study maps seven steel clusters in Eastern India and finds significant geological storage potential, primarily in deep saline aquifers (estimated at 62 Gt). To overcome high capital costs, the report proposes novel financing instruments like Partial Deep Discount Carbon STRIPS (PDDCS) bonds and the establishment of a Carbon Capture Finance Corporation (CCFC). It concludes that a breakeven carbon price of approximately INR 2,099 (USD 25)/tCO2 is necessary for project financial viability in a mature market.

The document highlights the Amazon solar farm in Rajasthan, India, which has 210MW of capacity and avoids an estimated 280,000 tonnes of CO2e annually by providing zero-carbon electricity to a carbon-intensive grid. It argues that expanding renewable energy in coal-reliant systems is a highly effective way to reduce power-sector emissions and improve air quality.

The Glenbrook Steel Mill in Auckland, New Zealand, plans to install an electric arc furnace (EAF) by 2026 to replace half of its coal-based ironmaking. Supported by a $300 million investment and GIDI co-funding, the project will use a 30 MW renewable-energy agreement with Contact Energy to leverage New Zealand's approximately 90% renewable grid. This transition is expected to reduce the mill's annual emissions by up to 1 million tonnes of CO2e.

The report proposes a Gas System Analysis (GSA) framework to counter rising consumer costs and risks associated with massive gas infrastructure investments. It outlines a three-part process: depicting current system characteristics, defining future scenarios (including business-as-usual and alternative pathways), and forecasting impacts on costs, emissions, and public health. The framework aims to prevent stranded assets and support the transition to clean heat through electrification and non-pipeline alternatives.

The document assesses the ESG landscape of Indonesia's nickel industry, which is critical to the global energy transition. While Indonesia has seen massive economic growth from nickel downstreaming, it faces significant challenges including high carbon intensity, workplace fatalities, and rising agrarian disputes. The brief maps Indonesian regulations against international standards (such as IRMA and ICMM), identifying gaps in human rights due diligence, anti-corruption mandates, and sustainability reporting. It recommends strengthening biodiversity monitoring, mandating free, prior, and informed consent (FPIC), and establishing climate governance systems to align with global best practices.

The report argues that induction stoves are the most viable clean cooking solution for on-grid Indonesian households, offering cost savings and alignment with decarbonization goals compared to dimethyl ether (DME) or piped natural gas. It highlights that current universal LPG subsidies discourage adoption and recommends a targeted subsidy reform where savings from well-off households are reallocated to fund induction infrastructure. The document also emphasizes the need for electricity tariff reform and the integration of gender equality and social inclusion (GESI) to support women, who are the primary cooks.

Indonesia faces significant fiscal strain and energy security risks due to its heavy reliance on imported, subsidized LPG, which is used by 84% of households. The report evaluates three alternatives: induction stoves, dimethyl ether (DME), and city gas. It concludes that induction is the only viable non-fossil option, offering health benefits and long-term fiscal savings if paired with electricity tariff reform and a decarbonized grid. DME and city gas are deemed economically unviable or incompatible with climate goals. The report provides a policy roadmap focusing on making electricity upgrades affordable, implementing means-tested induction subsidies, and reforming LPG subsidies to target only the poorest households.

The document outlines a forward-looking framework for financial institutions to evaluate corporate investment alignment. It moves beyond high-level disclosures by analyzing asset-level data to project future emissions and production trajectories. The process involves selecting metrics, gathering asset data, calculating company-level trajectories, choosing benchmarks (such as IEA scenarios or company targets), and interpreting the 'alignment delta' to identify transition risks and engagement opportunities.

The handbook traces G20 engagements with Africa from 2008 to 2025, noting a transition from ad hoc initiatives to structured partnerships, culminating in the African Union's permanent membership in 2023. While identifying successes in rural youth employment and financial inclusion, it highlights persistent implementation gaps in infrastructure and climate finance. The document maps G20 outcomes against AU Agenda 2063, finding strong alignment with economic integration but gaps in peace and institutional capacity. It also details South Africa's 2025 G20 presidency priorities, focusing on solidarity, equality, and sustainability through specific task forces on inclusive growth, food security, and AI.

The document argues that there are no credible pathways to tackle the climate crisis without trade policies aligned with the Paris Agreement. It identifies key areas for cooperation, including the management of climate-trade tensions (such as the EU's CBAM), the acceleration of clean energy transitions, and the decarbonization of industrial sectors like shipping and steel. A central theme is the need for 'climate justice,' ensuring that developing nations are not marginalized by green industrial policies or unilateral trade measures. The report proposes several mechanisms for progress, including the Integrated Forum on Climate Change and Trade (IFCCT) proposed for COP30, the 'greening' of Aid for Trade (AfT), and the development of regional green trade blocs like a potential arrangement within the RCEP. It emphasizes that a just transition requires bridging the gap between the WTO and UNFCCC, harmonizing carbon accounting standards, and increasing climate finance for adaptation in the Global South.

South Africa's green technology transfer ecosystem is characterized by a comprehensive but fragmented policy landscape that creates tensions between social equity goals and climate urgency. While the Renewable Energy Independent Power Producer Procurement Programme (REIPPPP) demonstrates successful public-private collaboration, other sectors struggle with institutional silos and a significant gap in funding for the commercialization of research. Key barriers include conflicting localisation requirements and data regulations that may act as non-tariff barriers to foreign investment.

The Canadian Climate Institute asserts that the Clean Electricity Regulations (CER) are critical for providing the long-term predictability needed by risk-averse utilities and regulators to invest in clean energy. By setting emission limits for fossil fuel-burning generation that reach zero tonnes per gigawatt hour by 2050, the CER complements industrial carbon pricing and Investment Tax Credits to lower the cost of capital for decarbonization. The author emphasizes that while the CER allows for provincial flexibility and equivalency agreements, a stable federal standard is necessary to prevent provincial rollbacks—such as Saskatchewan's decision to extend coal plant life—from undermining Canada's overall emissions targets.

The Canadian Climate Institute asserts that the Clean Electricity Regulations (CER) provide a critical foundation of certainty for utility providers and regulators, encouraging the massive capital investments required to decarbonize Canada's power grids. The document highlights how the CER complements other policies, such as industrial carbon pricing and investment tax credits, to lower costs for consumers and ensure a competitive advantage for industries seeking clean energy. It emphasizes that while the CER sets national goals—including a target of zero tonnes of emissions per gigawatt-hour by 2050—it maintains flexibility for provinces to implement equivalent solutions and manage their own resource planning.

The Integrated Net Present Value (iNPV) framework addresses the failure of traditional cost-benefit analyses to account for the full value of process modernization in US light manufacturing. Developed by RMI and Schneider Electric, the framework provides a method for measuring and monetizing value streams across categories such as operational flexibility, risk mitigation, and market differentiation to improve investment decision-making for decarbonization.

The document examines how Poland's high-carbon, energy-intensive economy leads to higher power and gas prices for businesses compared to the EU average, as well as significant costs from the EU Emissions Trading System (ETS). It posits that transitioning to renewables and improving energy efficiency can lower production costs, stabilize energy prices through Power Purchase Agreements (PPAs), and increase GDP. The briefing highlights that achieving net-zero emissions could add 0.2% to Poland's annual GDP through 2050. It also discusses the role of emissions transparency and the growth of the service sector as additional avenues for competitive differentiation.

The Tropical Forests Forever Facility (TFFF) has launched with an initial $5 billion to reward countries and Indigenous communities for forest protection, with a long-term goal of reaching $125 billion to generate $4 billion in annual funding. Additionally, the Forest and Land Tenure Pledge secured $1.8 billion from four governments and various foundations to support Indigenous land protection. In Indonesia, the government committed to quadrupling the recognition of Indigenous lands to 1.4 million hectares of customary forests. Despite these gains, the document notes that nature receives less than 3% of total climate finance, despite representing 37% of the climate solution.