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Between FY23 and FY25, Pakistan experienced a rapid surge in distributed solar deployment, reaching an estimated 38 GW by June 2025. This transition has driven a 21% increase in national electricity demand, which was met entirely by solar generation as grid generation slightly declined. Distributed solar has significantly increased Pakistan's electrification rate to 21.7%, nearly matching the global average of 22.0%. The report highlights sector-specific impacts: in agriculture, solar tubewells have largely displaced diesel pumps; in industry, solar has filled the gap left by declining captive gas and coal use; and in the residential sector, it has unlocked suppressed demand for cooling appliances. Economically, the shift has avoided over $12 billion USD in fossil fuel imports by February 2026 and provided a cheaper alternative to grid and diesel power.

In 2025, global electricity demand grew by 2.8% (849 TWh), all of which was met by low-carbon power generation, leading to a 0.2% decline in fossil fuel generation. Solar power was the primary driver, increasing by a record 636 TWh (30%) and meeting 75% of the net demand increase. For the first time in the modern era, renewables (33.8%) overtook coal (33.0%) in the global electricity mix. This shift was led by China and India, both of which saw declines in fossil generation in 2025. Additionally, battery storage is scaling rapidly, with costs falling 45% in 2025, enabling the shift of daytime solar generation to other hours.

The global pipeline for wind and utility-scale solar reached 4.9 TW in 2025, an 11% increase, though growth has slowed compared to 2024. China dominates the landscape, with over 1.6 TW of operating capacity and 1.5 TW in its prospective pipeline. In contrast, G7 countries account for only 11% of prospective capacity additions, with their pipeline remaining largely stagnant at approximately 520 GW since 2023. Distributed solar represents about 42% of global solar capacity but remains highly concentrated in a few countries, with China leading at 489 GW. The report concludes that current pipelines are insufficient to meet the COP28 goal of tripling renewable energy by 2030, with a projected deficit of 1 TW for wind and 1.6 TW for utility-scale solar.

The document details the use of a modified Regional Energy Deployment System (ReEDS) model to project US electricity demand from data centers and the resulting effects on the energy transition. It outlines five demand scenarios, including 'high data center demand growth', and evaluates them against various policy frameworks such as the Inflation Reduction Act (IRA) and the One Big Beautiful Bill Act (OBBBA). The analysis incorporates specific state-level emissions caps for Illinois, Michigan, and Wisconsin, and adjusts technology costs for nuclear and carbon capture and storage (CCS) to reflect conservative estimates. It also details the calculation of health damages from criteria pollutants and the social cost of greenhouse gas emissions.

The SET 2026 report assesses 21 Indian states on their electricity transition, finding that progress is fragmented and that leadership in one area, such as decarbonisation, does not automatically ensure system-wide readiness. While states like Karnataka and Himachal Pradesh lead in decarbonisation, and Delhi and Haryana excel in power ecosystem readiness, most states face structural gaps in areas like smart metering, energy storage, and DISCOM financial health. The report emphasizes the need for coordinated state-level interventions to align capacity additions with grid readiness and market-enabling policies.

The briefing criticizes multilateral development banks (MDBs) for continuing to fund large-scale, centralized energy projects that the authors categorize as 'false solutions,' such as nuclear, carbon capture, and fossil gas. It argues these investments undermine equity and delay the transition to sustainable energy. Using case studies from Africa and Asia, the document recommends that MDBs prioritize decentralized renewable energy, reform climate finance frameworks, and ensure the Free, Prior, and Informed Consent of Indigenous peoples.

The report identifies a significant 'take-off' in solar panel imports to Africa, with imports from China rising 60% to 15,032 MW in the 12 months to June 2025. This growth is widespread, with 20 countries setting new import records and 25 countries importing at least 100 MW. The report suggests this surge may be driven by distributed solar, potentially replacing expensive diesel generation and significantly increasing electricity supply in several countries, such as Sierra Leone and Chad.

Türkiye faces increasing electricity demand for cooling, which aligns temporally with peak solar generation. The report suggests leveraging over 120 GW of rooftop solar potential to reduce grid strain and recommends creating a comprehensive air conditioner database to improve demand forecasting. To ensure grid stability, the document advocates for grid-scale batteries, pumped-storage hydroelectric plants, and demand-side management to balance supply and demand.

The report finds a significant gap between renewable energy targets and actual projects in development across the Caucasus and Central Asia (CCA) region. While six CCA countries have targets totaling 43 GW of renewable additions by 2030–2040, only 30 GW are in development, leaving a 13 GW deficit. Fossil fuel expansion remains dominant, with more than three times as much fossil capacity under construction (11.8 GW of oil and gas plus coal) as wind and utility-scale solar (3.5 GW). Azerbaijan, the COP29 host, is highlighted for limited ambition, with no wind or solar projects in development beyond 2027, calling into question its commitment to a 30% renewable share by 2030.

The BRICS group is approaching a critical transition point where non-fossil power capacity is expected to eclipse fossil fuels by the end of 2024. While the bloc possesses a vast pipeline of wind and solar projects—enough to potentially triple renewable capacity by 2030—nearly all members continue to develop new coal, oil, or gas plants. China dominates the group's transition, leading in both renewable additions and the construction of new coal capacity. Other members show divergent paths: Brazil and Ethiopia are heavily hydropower-reliant, while the UAE, Iran, and Russia remain deeply dependent on oil and gas, though the UAE is rapidly diversifying via nuclear and solar power.

The study estimates that Lagos State has approximately 19 GW of genset capacity, producing 39 million tons of CO2 equivalent annually. High upfront costs are the primary barrier to solar adoption, despite strong interest from households and MSMEs. The report advocates for lease-to-own models and standardized solar designs to replace petrol and diesel generators.

Project Drawdown analyzed the NDCs of eight African countries—Congo, Ethiopia, Malawi, Niger, Rwanda, Senegal, Tanzania, and Uganda—to identify synergies between climate mitigation and socioeconomic development. While all eight countries acknowledge poverty and gender mainstreaming, only Congo, Malawi, and Rwanda explicitly link climate solutions to specific human well-being dimensions. The analysis identifies 14 frequently cited solutions, such as Clean Cooking and Distributed Solar Photovoltaics, but notes the omission of other high-impact 'double-duty' solutions like Reduced Food Waste and Family Planning and Education. The report argues for recognizing Agriculture, Forestry, and Other Land Use (AFOLU) actions as both mitigation and adaptation tools and diversifying decentralized renewable energy to combat energy poverty in rural communities.

China is leading global renewable energy deployment with 339 GW of utility-scale solar and wind power under construction, nearly double the capacity of the rest of the world combined. By the first quarter of 2024, wind and solar accounted for 37% of China's total power capacity. While the country is on track to potentially reach 1,200 GW of installed capacity by the end of 2024, significant obstacles remain, including a reliance on coal to mitigate intermittency, insufficient Ultra High Voltage (UHV) transmission lines, and rising curtailment rates in several provinces.

China is significantly leading global renewable energy deployment, with utility-scale wind and solar projects under construction totaling 339 GW—double the combined total of all other countries. While China is on track to meet its 2030 target of 1.2 billion kW of wind and solar capacity years ahead of schedule, it faces critical challenges regarding grid stability, reliance on coal for intermittency regulation, and high curtailment rates in northern and northwestern provinces.

The briefing examines how distributed solar, particularly through schemes like PM Surya Ghar and PM-KUSUM, can mitigate the financial distress of Indian Discoms by reducing the cost of supplying subsidized consumers and lowering power procurement costs. It highlights the potential for distributed solar to contribute significantly to India's 2030 renewable energy purchase obligations (RPO) and suggests that the adoption of virtual power plants (VPPs) and battery storage could further modernize the grid and manage peak demand.

Solar generation in seven Asian countries avoided approximately US$34 billion in fossil fuel costs in the first half of 2022. The report highlights rapid capacity growth in China, India, and Viet Nam, while noting that solar capacity across five key Asian economies is expected to grow by an average of 22% annually until 2030. However, the transition faces hurdles including grid instability in Viet Nam, high installation costs in Japan and South Korea, and policy bottlenecks in the Philippines and Thailand.

The Pakistan Distributed Solar Project (PDSP), submitted by JS Bank, aims to increase the adoption of distributed solar PV systems in Pakistan. The project requests USD 10 million from the Green Climate Fund (GCF), consisting of a USD 9 million Pro-Rata Risk Sharing Guarantee and a USD 1 million grant for awareness and capacity building. The project targets the installation of approximately 43.15 MW of solar capacity for 4,000 customers across residential, agricultural, and SME sectors over 10 years. It specifically focuses on reducing collateral requirements and improving financial access for women entrepreneurs and women-led households. The project expects to reduce GHG emissions by 848,700 tCO2eq over a 34-year lifespan.

The report argues that climate mitigation and socioeconomic development can be achieved simultaneously through synergistic solutions. It introduces the Drawdown Lift Human Well-Being Index (HWI), based on the Doughnut Economics model, to assess 12 dimensions of human well-being. The analysis focuses on five groups of solutions: Improving Agriculture and Agroforestry, Protecting and Restoring Ecosystems, Adopting Clean Cooking, Providing Clean Electricity, and Fostering Equality. The report provides evidence that these solutions can reduce greenhouse gas emissions while directly improving food security, health, income, and gender equality in low- and middle-income countries.

Uttar Pradesh is lagging behind other high-demand Indian states in renewable energy adoption, with only 30% of its 2022 capacity target achieved by October 2021. The state remains heavily dependent on coal, which accounts for approximately 90% of in-state generation, leaving it vulnerable to supply chain disruptions and high costs. IEEFA modelling suggests that if the state meets its 2030 target of 23.5GW of solar, solar power could meet the majority of future electricity demand growth. However, progress is hindered by the financial instability of state-owned distribution companies (Discoms), characterized by high AT&C losses and expensive long-term thermal power purchase agreements. The report recommends retiring old coal plants, expanding distributed solar, and utilizing open market platforms to improve the financial viability of the electricity sector.

Highland Park could be 100% powered by local clean energy resources through a combination of rooftop solar (30%), distributed solar (33%), community solar (6%), and energy efficiency (25%), alongside a Community Water and Energy Resource Center. An analysis suggests that installing nearly 44 MW of solar in Highland Park would save approximately $23 million. Achieving this requires the State of Michigan to eliminate solar restrictions and improve compensation, while the City of Highland Park must enact solar ordinances and develop local energy businesses.