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The Clean Air Task Force (CATF) analysis finds that optimistic forecasts of clean hydrogen costs falling below $1/kg are unrealistic because they overemphasize electrolyzer capital cost reductions while ignoring the dominant impact of electricity prices. Electricity costs account for 50%–75% of the total production cost. Even with projected 2030 improvements in PEM electrolyzer efficiency and capital costs, the authors conclude that average production costs will likely remain above $3/kg (Real 2022 USD) due to the lack of realistic access to clean firm electricity below $40/MWh. The paper recommends that policymakers prioritize clean hydrogen for sectors lacking other viable decarbonization alternatives, such as steel manufacturing and chemical refining, and focus on decarbonizing the power grid to enable scale-up.

The document highlights superhot rock geothermal as a scalable, zero-emission energy source that could significantly exceed Idaho's current electricity needs while requiring minimal land. It argues that this technology provides essential 'firm power' that enhances grid stability and reduces the need for extensive new transmission infrastructure.

The document highlights that just 1% of India's superhot rock geothermal resource could provide 303 GW of capacity, potentially meeting 43% of the country's projected 2050 electricity demand. It argues that this technology could replace all coal and gas imports for electricity, significantly reduce land use compared to other renewables, and improve urban air quality by replacing fossil fuel combustion.

The document highlights that just 1% of Iraq's superhot rock geothermal resource could provide 39 GW of energy capacity, exceeding the country's 2021 electricity consumption by four times. It argues that this resource could replace all gas and electricity imports, reduce carbon emissions by approximately 54 megatonnes, and leverage existing oil and gas subsurface expertise for a zero-carbon transition.

The document highlights that just 1% of Japan's superhot rock geothermal resource could provide 700 GW of energy capacity, potentially replacing all coal and gas used for electricity production and meeting projected 2050 electricity demand. It argues that this technology offers a low-land-footprint, firm power alternative to fossil fuel imports from Australia and Malaysia, though it is unlikely to reach commercial scale by 2030.

A joint letter from industry and NGO signatories urging the EU to include specific e-fuel subtargets and infrastructure requirements within the Fitfor55 Package to ensure the decarbonisation of the shipping sector.

The document highlights that just 1% of Kazakhstan's superhot rock geothermal resource could provide 257 GW of energy capacity, generating over 2,136,401 GWh of electricity. This amount is 19 times the country's 2021 electricity consumption and could theoretically replace all coal and gas used for electricity production. The technology is described as a land-efficient, 24/7 renewable energy source that could leverage Kazakhstan's existing oil and gas subsurface expertise for a zero-carbon transition.

The document highlights that just 1% of Kenya's superhot rock geothermal resource could provide 131 GW of energy capacity, far exceeding the country's projected 2050 electricity demand of 63,694 GWh. It argues that this technology could replace coal imports, reduce land-use footprints compared to other renewables, and leverage Kenya's existing geothermal expertise to foster economic growth and decarbonization.

The document highlights that just 1% of Kyrgyzstan's superhot rock geothermal resource could provide 85 GW of energy capacity, far exceeding the country's 2021 electricity consumption of 15,137 GWh. This resource could theoretically replace all coal and gas used for electricity production, reducing emissions by approximately 3 megatonnes of CO2eq, which represents 43% of the nation's NDC goal. Additionally, it could eliminate dependence on energy imports from Russia and Kazakhstan and requires significantly less land (12 km² per GW) than solar, wind, or biomass.

The document highlights that just 1% of Laos's estimated superhot rock geothermal resource could provide 200 GW of energy capacity, far exceeding the country's 2021 electricity consumption of 44,913 GWh. While not expected to reach commercial scale by 2030, the technology could theoretically replace all coal and gas in the electricity sector, reducing emissions by approximately 14 megatonnes of CO2eq, which represents 23% of Laos's Nationally Determined Contribution goal. The report also notes the technology's low land footprint, requiring roughly 12 km² per 1 GW, and its ability to provide reliable 24/7 power.

Egypt has reduced gas flaring by 26% since 2016 through targeted capture projects, yet it remains the world's 12th largest flarer. The report identifies a theoretical opportunity to recover up to 3.7 BCM of gas annually, which could add $7 billion to the economy and reduce emissions by 88 million CO2-equivalent tonnes. It highlights specific 'gas to pipeline' and 'gas to power' projects as commercially viable models that can be deployed within 9-18 months. The authors advocate for a data-led approach using satellite tracking to prioritise interventions and call for increased international investment and government coordination to eliminate routine flaring.

The document highlights that just 1% of Malaysia's estimated superhot rock geothermal resource could provide 516 GW of energy capacity, far exceeding the country's 2021 electricity consumption of 179,977 GWh. While not expected to reach commercial scale by 2030, the technology offers a path to replace fossil fuel imports—specifically 90% of coal and 20% of natural gas—and requires significantly less land (12 km² per 1 GW) than solar, wind, or biomass.

The EU Methane Regulation is a transparency and performance framework rather than a trade restriction. It does not ban imports, but instead relies on monitoring, reporting, and verification (MRV) requirements. Compliance costs are estimated to be negligible, with potential gas price impacts around €0.07/MMBtu, which is less than 1% of projected wholesale prices. The regulation is phased in gradually, with import requirements applying to fuels produced from 2027. Market incentives for exporters to maintain access to the high-value EU market, combined with expanding global LNG capacity and declining EU gas demand, further mitigate the risk of supply disruptions. Price volatility in the energy market is attributed to geopolitical risks rather than regulatory requirements.

The document highlights that just 1% of Mexico's superhot rock geothermal resource could provide 2,339 GW of energy capacity, far exceeding the country's projected 2050 electricity demand of 713,787 GWh. This resource could theoretically replace all coal and gas used for electricity production, reducing emissions by approximately 154 megatonnes of CO2eq, which represents 39% of Mexico's Nationally Determined Contribution goal. Additionally, the technology offers high energy density, requiring only 12 km² of land per 1 GW, and could enhance energy security by reducing dependence on coal and gas imports from the U.S. and Colombia.

The document highlights that just 1% of Montana's superhot rock geothermal resource could provide 120 GW of energy capacity, significantly exceeding the state's 2023 electricity consumption of 15,505 GWh. It argues that superhot rock geothermal offers a land-efficient, firm power alternative to fossil fuels and other renewables, requiring only 12 sq mi per 1 GW of production.

The document highlights that just 1% of Morocco's superhot rock geothermal resource could provide 165 GW of capacity, potentially meeting the country's projected 2050 electricity demand and replacing all coal and gas imports used for power generation.

The document highlights that just 1% of Mozambique's estimated superhot rock geothermal resource could provide 38 GW of capacity, far exceeding the country's 2021 electricity consumption of 18,860 GWh. This resource could theoretically replace all fossil fuels in the electricity sector, eliminate the 43% of electricity currently imported, and require significantly less land than other energy sources.

The document highlights that just 1% of Myanmar's estimated superhot rock geothermal resource could provide 413 GW of energy capacity, far exceeding the country's 2021 electricity consumption of 19,636 GWh. This resource could theoretically replace all coal and gas used for electricity production, reducing emissions by approximately 9 megatonnes of CO2eq and eliminating the need for coal imports, 45% of which currently come from Russia. Additionally, the technology is noted for its low land footprint—requiring roughly 12 km² per 1 GW—and its potential to leverage existing subsurface expertise from Myanmar's oil and gas sector.

The document highlights superhot rock geothermal as an emerging, carbon-free energy source capable of providing firm power globally. In New Caledonia, preliminary modeling suggests that just 1% of the available superhot rock resource could provide 7 GW of energy capacity, generating over 56,497 GWh of electricity. The technology is described as highly energy-dense, requiring approximately 12 km² of land per 1 GW, which is significantly lower than natural gas, solar, offshore wind, or biomass. Additionally, the document argues that such clean firm power reduces the need for excess transmission capacity and backup generation compared to variable renewable sources.

The document highlights that just 1% of New Zealand's superhot rock geothermal resource could provide 72 GW of capacity, far exceeding the country's 2021 electricity consumption of 44,606 GWh. This resource could theoretically replace all coal, oil, and gas used for electricity production, reducing emissions by approximately 6 megatonnes of CO2eq and enhancing energy security by replacing coal imports, primarily from Indonesia. Additionally, superhot rock geothermal is noted for its low land footprint, requiring roughly 12 km² per 1 GW, and its ability to leverage New Zealand's existing conventional geothermal expertise.