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Setting the Pace: The economic case for managing the decline of oil and gas production in Canada
The report asserts that the Canadian oil and gas sector is ill-prepared for an inevitable drop in global demand, which is being accelerated by climate action and shifts in energy markets. It argues that 'business as usual' is no longer viable and recommends that the federal government implement a four-part strategy: strengthening climate policies and the Sustainable Jobs Action Plan, supporting subnational and Indigenous economic diversification, aligning fiscal policy by eliminating fossil fuel subsidies, and exploring federal tools to end production expansion.
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Document type: Report
Stagnation or Growth? Algeria’s development pathway to 2040
The report simulates the 'Algerian Dream' scenario for Algeria by 2040, projecting significant economic growth, reduced poverty, and improved food security compared to a 'Current Path'. Key outcomes include a larger economy, lower import dependence for food, and a reduced informal sector driven by diversification away from hydrocarbons and improved governance.
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Document type: Report
Stagnation or Growth? Algeria’s development pathway to 2040
The report identifies poor governance, hydrocarbon dependence, and an unsustainable subsidy system as primary barriers to Algeria's growth. It projects a modest GDP growth rate of 1.8% between 2020 and 2040 under the 'Current Path' but proposes an 'Algerian Dream' scenario based on four reform pillars: improved governance, economic transformation, investment in the knowledge economy, and a transition to sustainable agriculture and renewable energy.
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Document type: Report
Stagnation or Growth? Algeria’s development pathway to 2040
Algeria's economy is characterized by a heavy reliance on oil and gas, which account for nearly 30% of GDP and over 85% of exports. This dependence, combined with a closed, state-controlled economic model and a large informal sector—estimated to involve 57% of the population—has led to stagnating per capita income and vulnerability to global energy transitions. While the government has introduced a new hydrocarbon law to attract investment and shifted focus toward shale gas, the report argues that true growth requires restructuring the economy to protect non-hydrocarbon sectors and integrating the informal economy into the formal sector.
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Document type: Report
Development pathways for the DRC to 2050
The report analyzes the DRC's development challenges, including endemic corruption, high fertility rates, and severe infrastructure deficits. It argues that while the country possesses immense mineral and agricultural wealth, it suffers from the 'paradox of plenty.' The analysis suggests that a comprehensive strategy combining improved governance, human capital investment, agricultural intensification, and economic diversification could significantly reduce extreme poverty and increase GDP by 2050 compared to the current trajectory.
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Document type: Report
Setting the Pace
The report examines the economic vulnerability of Canada's oil and gas sector due to declining global demand and increasing price volatility. It argues that a 'business-as-usual' approach risks stranded assets and severe socioeconomic disruption. Drawing on case studies from Denmark, Germany, Illinois, and Colorado, the authors propose a 'policy trifecta' of ambitious climate targets, managed energy phase-downs, and proactive economic diversification to ensure an equitable transition.
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Document type: Report
Connecting the dots
The report finds that while more countries mention fossil fuel production in their climate plans over time, most references relate to continued or increased production rather than a managed phase-out. Only a small number of countries have set specific targets or policies to wind down production, and many lack detailed plans for economic diversification or just transitions for workers.
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Document type: Report
Mensajes Clave para una Transición Energética Justa para ALC y África
The document outlines a framework for a Just Energy Transition (JET) in the Global South, specifically focusing on Latin America, the Caribbean (LAC), and Africa. It argues for a comprehensive transformation across social, economic, and environmental spheres, emphasizing the phase-out of all fossil fuels by 2040. For LAC, the brief highlights a strong dependence on extractive industries and the need for economic diversification. For Africa, it emphasizes the urgency of energy access, as 600 million people lack electricity, and warns against increasing debt through loans for transition. Both regions call for increased social participation, the protection of human rights, and the sustainable management of transition minerals. The brief concludes with specific demands for COP28, including new and additional funding from developed nations and the transfer of renewable energy technology as a public good.
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Document type: Policy brief
GLOBAL SOUTH VOICES TO COP28
The document outlines a framework for a Just Energy Transition (JET) in Latin America, the Caribbean (LAC), and Africa, emphasizing the need to move beyond fossil fuel dependence toward sustainable, community-led energy systems. It identifies shared priorities between the regions, such as social participation and economic diversification, while noting distinct challenges: LAC focuses more on financing mechanisms and existing renewable capacity, whereas Africa emphasizes social justice, energy access for 600 million people, and the legacies of colonialism. The brief calls for a full phase-out of fossil fuels by 2040, grant-based climate finance, and safeguards for the extraction of transition minerals.
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Document type: Policy brief
Achieving Just Energy Transition G20
The document argues that G20 countries, due to their high greenhouse gas emissions and population shares, must phase out fossil fuels through a just energy transition. It identifies four imperatives: tackling fossil fuel-dependent regimes, diversifying economies, providing transition finance, and improving international coordination. The brief concludes with three specific recommendations: improving governance for low-carbon pathways, diversifying economies via transition finance mechanisms, and synchronising global efforts.
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Document type: Policy brief
Development prospects for the Horn of Africa countries to 2040
The report analyzes multidimensional and income-based poverty across the Horn of Africa, noting that while the region is projected to see a decline in average poverty rates to 12% by 2040, it will fail to meet the 2030 Sustainable Development Goals for eradicating extreme poverty. It highlights severe disparities, with South Sudan and Somalia facing extreme poverty driven by conflict and weak governance, while Ethiopia has shown significant progress in poverty reduction despite ongoing regional conflict.
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Document type: Report
The Rebirth: Tunisia’s potential development pathways to 2040
Tunisia faces stagnant economic growth, high youth unemployment, and a large informal sector despite strong human capital. The report identifies a 'Current Path' of slow growth and vulnerability to food price shocks and climate change, while proposing three alternative scenarios. These scenarios emphasize that improving governance, reducing inefficient subsidies, and enhancing education quality are foundational to any successful transition. The 'Sustainability & Equality' pathway is highlighted as the most effective for reducing extreme poverty and carbon emissions, while 'Going for Growth' offers the highest GDP increase through FDI and industrial promotion.
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Document type: Report
Vulnerability Assessment of Mineral-Rich States to Energy Transition
The briefing identifies Odisha, Chhattisgarh, and Jharkhand as the most vulnerable Indian states to the energy transition due to their heavy reliance on coal production and power generation. The assessment uses a multi-dimensional framework—covering fiscal losses, climate risks, socioeconomic impacts, diversification potential, and political economy—to rank states. Odisha is ranked as the most vulnerable, primarily due to high physical climate risks and high CSR dependency, while West Bengal is the least vulnerable due to a more diversified economy, despite having the highest fiscal deficit among the group.
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Document type: Briefing
FOSSIL FUEL TREATY BRIEFING FOR POLICYMAKERS
The briefing advocates for an international treaty to end the proliferation of coal, oil, and gas, phase out existing production equitably, and enable a global just transition. It outlines the necessary 'ingredients' for such a treaty, proposes specific diplomatic and domestic actions for governments, and provides suggested language for multilateral statements.
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Document type: Briefing
TRAITÉ SUR LES COMBUSTIBLES FOSSILES
The briefing advocates for an international treaty to end the proliferation of fossil fuels through three pillars: prohibiting new exploration and production, phasing out existing production equitably, and facilitating a just transition for dependent countries and workers. It outlines a diplomatic strategy for 'champion countries' to drive this process, suggests specific national policy actions to reduce supply-side dependence, and provides model text for governments to use in multilateral negotiations.
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Document type: Briefing
THE GLOBAL JUST TRANSITION - PILLAR OF THE FOSSIL FUEL NON-PROLIFERATION TREATY
The document proposes a Fossil Fuel Non-Proliferation Treaty based on three pillars: non-proliferation (ending new exploration), fair phase-out of existing production, and a Global Just Transition. The Global Just Transition pillar focuses on enabling countries, workers, and communities to move away from fossil fuel dependence through economic diversification, the rapid deployment of renewable energy, and robust social protection. It emphasizes that wealthy nations must transition fastest and provide financial, technological, and capacity-building support to the Global South to ensure a sustainable and equitable transformation.
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Document type: Briefing
WHY WE NEED A FOSSIL FUEL NON-PROLIFERATION TREATY
The briefing asserts that current climate frameworks, including the Paris Agreement, are insufficient because they focus on emissions (demand) rather than production (supply). It proposes a new legal instrument—a Fossil Fuel Non-Proliferation Treaty—to prevent the proliferation of fossil fuels, manage a fair phase-out where wealthy nations transition fastest, and ensure a global just transition for workers and communities. The document outlines building blocks for this cooperation, such as the Beyond Oil and Gas Alliance (BOGA) and a Global Registry of Fossil Fuels, and calls for governments to support the initiative and an ICJ Advisory opinion on climate change.
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Document type: Briefing
POR QUÉ NECESITAMOS UN TRATADO DE NO PROLIFERACIÓN DE COMBUSTIBLES FÓSILES
The briefing asserts that current global production plans for fossil fuels will lead to emissions more than double what is compatible with the 1.5 °C target. It argues that while the Paris Agreement focuses on emissions, a new international legal instrument is needed to specifically target the supply side by ending new exploration and managing the equitable decline of existing production. The proposed treaty framework emphasizes a 'just transition' where wealthy nations transition fastest and provide financial and technological support to poorer, dependent nations. The document suggests a path toward this treaty through new country coalitions, such as the Beyond Oil and Gas Alliance (BOGA), increased transparency via the Global Fossil Fuel Registry, and the potential creation of a Global Commission on Fossil Fuels.
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Document type: Briefing
WHY BUSINESSES SHOULD SUPPORT THE FOSSIL FUEL NON-PROLIFERATION TREATY
The briefing advocates for business support of the Fossil Fuel Non-Proliferation Treaty, asserting that a global mechanism to phase out coal, oil, and gas is essential to avoid overshooting 1.5°C. It highlights that current government production plans exceed 1.5°C limits and that existing reserves alone would result in seven times the emissions allowed by the remaining carbon budget. For businesses, supporting the treaty is presented as a way to reduce physical and transitional risks, unlock renewable energy investment, provide integrity to net zero pledges, and improve corporate reputation among employees and stakeholders.
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Document type: Briefing
Kenya
Kenya is characterized as a medium economic transformer with an ATI score of 28.1 in 2020. While the country shows strengths in economic diversification and human well-being, it faces challenges in productivity increases and export competitiveness. The manufacturing sector has shrunk due to a lack of strategic investment and climate-related declines in agricultural output. Despite these challenges, Kenya has seen significant improvements in technology upgrading and a substantial reduction in the gender gap within formal sector employment.
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Document type: Fact sheet