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Strait Talk
The document reports that non-fossil sources reached a record 46.2% of the global electricity mix in April, with wind and solar accounting for 21.3%. It discusses how the instability of the Strait of Hormuz has exposed the fragility of fossil fuel supply chains, prompting countries like China, Poland, and the Philippines to accelerate electrification and renewable energy adoption. Despite this, global fossil fuel subsidies are expected to exceed USD 1 trillion this year, and major energy firms like Shell and BP are pivoting back toward traditional oil and gas models. The text also notes the climate risks evidenced by record heatwaves in Europe and record global carbon emissions in 2025.
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Document type: Newsletter
Hoja de Ruta desde América Latina y el Caribe para la transición energética justa
This roadmap, developed by civil society organizations, provides a strategic framework for Latin America and the Caribbean to transition away from fossil fuels while ensuring climate justice and economic diversification. It categorizes countries by their fossil fuel production profiles—booming, mature, or importers—and sets specific milestones for the supply, demand, and electricity sectors. The document emphasizes the need to move beyond a primary-export economic model, proposing the development of regional value chains, labor reconversion, and a legal shift toward recognizing the nature as a subject of rights. It also calls for a reform of international climate finance to avoid further indebtedness and the implementation of binding participatory governance based on human and environmental rights.
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Document type: Report
Assessing Climate Risks to India’s Power Sector: A District-Level and Asset-Level Methodology for Climate-Resilient Power Systems
The report details a framework for assessing climate risks to India's power sector, distinguishing between chronic stresses (e.g., temperature, drought) and acute extremes (e.g., floods, cyclones). It introduces the Asset-Specific Climate Risk Factor (ACRF) for spatial screening and Expected Annual Impact (EAI)—measured as Expected Annual Loss (EAL) for generation and Energy Not Served (ENS) for networks—to quantify operational disruptions in MWh. The methodology includes a cost-benefit analysis (CBA) framework to evaluate the economic viability of resilience measures by comparing investment costs against avoided energy losses and repair expenditures.
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Document type: Report
Assessing Climate Risks to India’s Power Sector: A District-Level and Asset-Level Methodology for Climate-Resilient Power Systems
The paper introduces the Climate Risk Assessment Framework (CRAF), a structured approach to quantify physical climate risks for India's power infrastructure. It addresses gaps in existing literature by moving from qualitative risk ratings to energy-denominated impact estimates, specifically Expected Annual Loss (EAL) and Energy Not Served (ENS). The methodology distinguishes between chronic stressors (causing performance derating) and acute events (causing sudden failure), providing a pathway for cost-benefit analysis of resilience investments to avoid stranded assets and unplanned retrofitting costs.
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Document type: Research paper
Global Coal Plant Tracker Methodology
The Global Coal Plant Tracker (GCPT) monitors coal-fired electrical generating plants of 30 MW or larger, including operating units, those proposed since 2010, and those retired since 2000. The methodology employs a two-level system consisting of a database for unit-level tracking and detailed wiki pages for project histories. Data is validated through government records, company reports, NGO tracking, and on-the-ground contacts, with updates occurring bi-annually in January and July. The tracker categorizes plant status into nine stages, ranging from 'Announced' to 'Retired', and calculates carbon dioxide emissions based on unit capacity, emission factors for coal types, heat rates for combustion technology, and global average utilization rates.
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Document type: Guide
The Power Sector Transition in Southeast Asia
The report outlines a methodology for financial institutions to assess the transition risks and opportunities of power companies in Southeast Asia using three analytical pillars: transition footprint mapping, investment alignment, and dependency mapping. It leverages asset-level data from Global Energy Monitor to help institutions evaluate asset bases, project pipelines, and systemic barriers to decarbonization.
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Document type: Report
What’s new with national renewable targets?
Two years after the COP28 agreement to triple global renewable capacity by 2030, national targets remain largely stagnant. As of July 2025, the global sum of national targets has increased by only 2% since COP28, reaching 7.4 TW, which is significantly below the 11 TW required to meet the tripling goal. Only 22 countries have updated their targets, with the majority of these being EU member states revising plans through the National Energy and Climate Plan (NECP) process. Most non-EU updates occurred through routine planning cycles rather than as a direct response to COP pledges. Major electricity markets, including the US, Russia, and Canada, have either not set explicit targets or are unlikely to update them in 2025.
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Document type: Report
Carbon Accounting That Helps Companies Shift to Clean Energy Faster
The briefing distinguishes between attributional accounting, which allocates emissions responsibility, and consequential assessment, which estimates how specific corporate actions change total greenhouse gas emissions. It argues that while attributional reporting is necessary for inventories, it fails to quantify real-world abatement or value actions like grid storage. By adopting modernized consequential methods, companies can prioritize interventions—such as siting solar projects in coal-heavy regions—that drive faster grid decarbonization.
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Document type: Briefing
Climate progress cutting emissions: antidote to pessimism
The document provides examples of climate progress to counter pessimism, noting that European Union emissions fell 8% in 2023 and the UK has reduced emissions by over half since 1990. It highlights China's rapid adoption of electric vehicles and its achievement of 2030 renewable targets six years early. In the United States, the text notes that carbon-pricing programs and renewable energy mandates persist at the state level despite federal policy shifts.
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Document type: Statement
Federal Funding Programs for Clean Energy Deployment: A Guide for States
The document outlines a three-phase framework for states to maximize federal clean energy funding: Identification, Collaboration, and Implementation. It details a wide array of available federal grants, loans, and tax credits across generation, transmission, energy efficiency, and workforce development, emphasizing the role of the DOE, EPA, and USDA in supporting the transition to a clean power system.
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Document type: Fact sheet
The UK can enhance energy security through clean electrification
The report argues that clean electrification is essential for UK energy security, as the transition to electric vehicles and heat pumps significantly reduces overall energy demand and fossil fuel imports. It highlights that the UK's power sector has become more efficient as wind and solar displace coal and gas, and that electrification currently reduces fossil fuel demand four times more than the additional electricity demand it creates.
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Document type: Report
Methodology Underpinning the State of Climate Action Series 2024 Update
The document outlines the technical framework for the State of Climate Action series, focusing on tracking global greenhouse gas emission reductions and carbon removal. It details the process of translating sectoral transformations into actionable targets and the categorization of progress (e.g., 'on track' or 'off track'). The 2024 update introduces 2035 targets for 16 indicators, a new indicator for wind and solar power in electricity generation, and revised transport sector targets based on recent modeling.
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Document type: Guide
distribution system operators
The paper addresses the lack of a working definition for the 'active DSO' role amidst the transition to net zero. It introduces a framework to measure DSO activity across dimensions including flexibility, innovation, and the integration of distributed energy resources, specifically applying this methodology to UK electricity and natural gas DSOs.
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Document type: Research paper
Fact sheet: Early Estimate of National Emissions 2023
Canada's total emissions in 2023 were estimated at 702 megatonnes of carbon dioxide-equivalent (Mt), a 0.8 per cent decrease from 2022 and 7.8 per cent below 2005 levels. While the electricity sector has seen a 62 per cent reduction since 2005, oil and gas emissions have risen by 12.1 per cent in the same period, now accounting for 31 per cent of the national total. Despite economic growth and a population increase of 1.16 million people in 2023, emissions fell due to climate policy and market drivers, though a 7 per cent annual reduction in emissions per unit of GDP is required to meet the 2030 target of a 40–45 per cent reduction below 2005 levels.
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Document type: Fact sheet
扩大可信的中国转型金融市场规模 - 电力行业转型融资机遇和要素
The report argues that credible transition plans are essential to mitigate 'greenwashing' risks and attract diverse financing for the power sector's decarbonization. It highlights the prevalence of Sustainability-Linked Bonds (SLBs) in the power industry and provides a framework for developing transition plans and selecting appropriate financial instruments.
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Document type: Report
U.S. ENERGY POLICY SIMULATOR VERSION 4.0
The U.S. Energy Policy Simulator (EPS) version 4.0 incorporates the impacts of the Inflation Reduction Act (IRA) and the Infrastructure Investment and Jobs Act (IIJA), projecting that the U.S. is on track to reduce greenhouse gas emissions to 37 percent below 2005 levels by 2030. This trajectory is primarily driven by the electricity sector, where the clean electricity share is expected to rise to 70 percent by 2030, and the transportation sector through increased zero-emission vehicle (ZEV) adoption. The updated model features a redesigned electricity module with hourly dispatch, new power plant types including carbon capture and sequestration (CCS) and hydrogen plants, and improved tracking of ZEV and industrial costs.
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Document type: Report
Major Countries and Regions
In 2023, the world's top six electricity sector emitters—China, the US, India, the EU, Russia, and Japan—accounted for approximately 72% of global emissions from this sector. China remains the largest emitter, though it leads the world in wind and solar growth. The US and EU have seen long-term emissions declines driven by the replacement of coal with gas and renewables. India's emissions continue to rise as demand growth outpaces clean energy additions. Russia's electricity mix remains largely unchanged over two decades, while Japan is seeing a recovery in nuclear generation and a significant increase in solar share, despite very low wind deployment.
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Document type: Report
FAQ: What is the EU Emissions Trading System (EU ETS)?
The EU Emissions Trading System (EU ETS) is a cap-and-trade mechanism designed to reduce greenhouse gas emissions in the power, heavy industry, aviation, and maritime sectors by pricing pollution. It operates by setting a decreasing cap on total emissions, divided into EU Allowances (EUAs), which companies can trade or buy at auction. While the system has raised over €152 billion since 2005, its effectiveness has been historically hampered by an oversupply of permits and the extensive use of free allocations to prevent 'carbon leakage'. A separate system, ETS2, will be introduced in 2027 to cover buildings and road transport. The document highlights concerns regarding the environmental integrity of the current cap relative to the EU's carbon budget and the lack of transparency in how member states spend auction revenues.
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Document type: Fact sheet
Indian States’ Electricity Transition (SET): 2024
The 2024 Indian States’ Electricity Transition (SET) report identifies Gujarat and Karnataka as consistent top performers in decarbonising their power sectors and preparing their market ecosystems. While some states like Delhi and Odisha show high readiness or strong market enablers, they struggle with actual decarbonisation. Conversely, states such as Jharkhand, Bihar, West Bengal, and Uttar Pradesh exhibit structural challenges and slow progress across all dimensions. The report recommends strengthening state-level regulatory frameworks and developing specific subnational transition plans to address these uneven disparities.
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Document type: Report
Meeting the Reliability Challenges of the Clean Energy Transition
The document asserts that the United States lacks a centralized plan to manage the reliable transition of its electricity sector, noting that current decarbonization targets are set without sufficient coordination to ensure grid reliability. It argues that market-based mechanisms, such as Regional Transmission Organizations (RTOs) and Energy Imbalance Markets (EIMs), are insufficient on their own to incentivize the specific generation resources needed for both resource adequacy and operating reliability. The author highlights that while New York and California are beginning to explore reliability-informed planning, a broader alignment between state policymakers, regulators, and grid operators is necessary to prevent reliability risks as fossil-fuel resources are retired.
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Document type: Research paper