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China has surpassed its 2030 wind and solar capacity targets six years early, with clean electricity meeting 84.2% of additional demand in 2024. However, the report argues that the 'more renewables, more coal' era is ending and the next phase requires a shift from adding capacity to engineering a 'megasystem' involving smart grids, long-duration storage, and industrial electrification. While the 'new three' sectors (solar, batteries, EVs) have driven GDP, they face saturation and competition, making the development of next-generation technologies essential for sustaining China's 'growing by greening' economic strategy.

The document argues that traditional nationalistic industrial models must shift toward collaborative frameworks to avoid excluding developing nations from green value chains. It suggests strategies such as disaggregating energy-intensive production to regions with abundant renewables, moving from 'technology transfer' to 'sharing of know-how', and utilizing industrial clusters to reduce costs and aggregate demand. The paper emphasizes the role of Multilateral Development Banks (MDBs) in providing concessional capital and the potential for 'climate-smart' public-private partnerships, including philanthropic funding, to bridge financial gaps. It highlights the importance of regional trade frameworks and the need to recycle revenues from carbon border measures back into developing economies to catalyze green industrialisation.

The document examines the differing motivations for green industrialisation between African nations, which prioritise economic diversification and job creation, and high-income countries, which focus on decarbonisation and geopolitical competitiveness. It highlights the financial gap facing developing countries, noting that adaptation finance needs are projected to reach USD 215-387 billion annually until 2030. The author argues that while developed nations use industrial policies to secure critical raw materials and maintain a competitive edge, Africa seeks to transition from raw material exports to value addition. To bridge these gaps, the paper recommends that the G20 facilitate affordable green technology transfer, coordinate non-debt-creating climate finance, and support the establishment of mineral value chains close to their source in Africa.

The report finds that the 2025 Reconciliation bill would significantly increase household energy costs, lead to substantial job losses, and increase greenhouse gas emissions by repealing clean energy incentives and EPA standards. Despite proposed increases in oil and gas production, the analysis suggests that higher demand for fossil fuels and the loss of low-cost renewable capacity would raise overall energy spending and decrease GDP.

The report evaluates Moldova's progress toward climate neutrality by 2050, identifying 'Some Progress' in most sectors but 'Little Progress' in zero pollution. Key challenges include heavy reliance on energy imports, outdated building stock, linear waste management, and a significant financing gap, while enablers include EU accession aspirations and international donor support.

The report evaluates Ukraine's green transition readiness, identifying 'Significant Progress' in climate change and energy, 'Some Progress' in clean industry, buildings, transport, agriculture, biodiversity, and finance, and 'Little Progress' in zero-pollution, just transition, digitalization, and research and innovation. It emphasizes the need for high-level coordination, a national sustainable finance taxonomy, and the integration of 'build back better' principles into post-war reconstruction to achieve climate neutrality by 2050.

RMI's GridUp tool analyzes EV load growth in New York State, specifically within the service territories of Consolidated Edison and National Grid. The analysis indicates that unmanaged EV charging could overload several substation banks by 2035, but managed charging could reduce the EV contribution to system peak load by approximately 33 percent, potentially deferring costly infrastructure investments.

The U.S. public EV charging network grew more than six-fold between 2016 and 2025, reaching nearly 196,000 ports. While California leads in total numbers and northeastern states lead in density, significant coverage gaps remain in the southern, central, and plains regions. To support a projected 33 million EVs by 2030, the U.S. may need 1 million additional public chargers, including 170,000 DC fast chargers.

The author contends that the U.S. administration's decision to exit the Paris Climate Agreement and end international climate finance creates significant risks for the United States. These include the loss of diplomatic soft power, the forfeiture of economic opportunities in a clean energy market projected to exceed $2 trillion by 2035, and the creation of a power vacuum likely to be filled by China or other actors like Saudi Arabia and the UAE. The text asserts that maintaining a leadership role is essential for U.S. companies to ensure market transparency and harmonization abroad, and warns that domestic policy rollbacks further undermine American innovation and long-term energy competitiveness.

The report highlights solar power as the primary engine of the global energy transition, noting it surpassed 2,000 TWh of generation in 2024 and doubles every three years. While emerging drivers such as data centres, EVs, and heat pumps have structurally increased electricity demand, clean generation is projected to grow fast enough to meet this demand and drive a structural decline in fossil fuels by 2030. Central to this shift is the progress in China and India, where clean power deployment is breaking the historical link between economic growth and fossil fuel expansion, potentially tipping the global balance toward a decline in fossil generation.

In 2024, clean power reached a milestone of 40.9% of global electricity generation, driven by a record surge in solar and a rebound in hydropower. Despite this growth, global power sector emissions reached a record high of 14.6 billion tonnes of CO2 because extreme heatwaves drove a 4.0% increase in electricity demand, forcing a 1.4% rise in fossil fuel generation to meet the additional cooling needs.

In 2024, global electricity demand rose by 4% to 30,856 TWh, driven largely by China and extreme heatwaves. Low-carbon sources reached a historic high of 40.9% of global generation, with solar and wind combined surpassing hydropower. Despite this, global power sector emissions hit a record high, increasing by 1.6% due to a rise in fossil generation linked to cooling demand during heatwaves.

In 2024, clean power surpassed 40% of global electricity generation for the first time since the 1940s, driven by record solar growth. Despite this, global power sector emissions reached an all-time high of 14.6 billion tonnes of CO2 because heatwaves drove a 1.4% increase in fossil generation to meet cooling demand. Solar generation doubled over the last three years, reaching 2,131 TWh, while emerging drivers like AI data centres, EVs, and heat pumps structurally increased demand growth. China and India are increasingly decoupling their electricity demand growth from fossil fuel expansion, with China's clean generation meeting 81% of its demand increase in 2024.

The document reports a decline in Chinese crude oil consumption and LNG imports, alongside significant economic and regulatory volatility in the US oil and gas sector. It highlights corporate shifts at Shell and BP, the risk of USD 2.3 trillion in stranded fossil fuel assets, and various international developments in LNG and carbon capture.

The report outlines a systematic approach to estimating top-down climate finance needs, distinguishing them from bottom-up needs derived from Nationally Determined Contributions (NDCs). CPI's methodology involves collecting data from nearly 100 reports, standardizing sector classifications using its Global Landscape of Climate Finance (GLCF) taxonomy, and harmonizing timeframes, currencies, and value types. The document emphasizes that annual climate finance flows must increase significantly, reaching USD 7.5 trillion per year by 2030 and over USD 8.8 trillion per year from 2031 to 2050. It also addresses data gaps in sectors like aviation and wastewater, the inclusion of non-climate solutions like fossil fuel deployment, and the necessity of redirecting capital from high-carbon activities to meet net-zero targets.

The report examines Indonesia's energy transition through a lens of national interest, highlighting a significant gap between the high investment needs for Net Zero Emissions (NZE) and the limited availability of domestic and international funding. It argues that foreign climate finance often arrives as debt rather than grants, potentially exacerbating Indonesia's chronic fiscal deficits and public debt. The document analyzes the capacity of the Indonesian banking sector to fund renewable energy projects, finding that while capital adequacy is generally high, systemic bottlenecks in foreign exchange liquidity and long-term stable funding persist. It also evaluates the nascent Indonesian carbon market, noting a lack of clear emission caps (PTBAE) and low carbon prices. The authors propose 'The Indonesian Way,' a strategy focusing on eight action paths, including the dekarbonization of transport and electricity, targeted subsidies, and the development of a domestic green manufacturing ecosystem to reduce technological dependency.

In 2024, low-carbon electricity generation exceeded 40% of the global total for the first time in decades, driven by unprecedented solar energy growth. Despite this, extreme heatwaves increased electricity demand for cooling, leading to a slight rise in fossil fuel generation and record-high sector emissions. Solar energy has doubled its generation over the last three years, with China contributing over half of the 2024 increase. The report concludes that while short-term weather fluctuations can cause temporary fossil fuel spikes, the long-term trend is dominated by clean energy growth and electrification.

The report identifies a persistent presence of climate disinformation in French mainstream media, noting 128 certified cases over three months. It highlights a significant over-representation of such content in private media, particularly Sud Radio, and observes peaks in disinformation coinciding with major political events. The analysis also employs the CARDS framework to identify 373 instances of 'inaction discourse,' primarily targeting climate solutions and messengers. The authors call for increased environmental coverage, better journalist training, and stronger regulatory action by ARCOM.

The report identifies 128 instances of climate disinformation and 373 narratives of inaction in French audiovisual media between January and March 2025. It highlights a significant concentration of disinformation in private media, particularly Sud Radio, and notes spikes in misleading content during major political events such as Donald Trump's inauguration. The analysis finds that energy and mobility are the most targeted sectors, with a strong tendency to discredit green transition solutions and messengers. The authors argue that traditional media are becoming catalysts for the normalization of climate disinformation, exacerbated by low overall airtime dedicated to environmental issues (2%) and a lack of journalistic challenge to inaccurate claims during interviews.

The document outlines the pathway for establishing renewable energy manufacturing in Kenya, highlighting the country's goal of Net Zero by 2050 and projected near-term investment opportunities of USD 600 billion. It provides a step-by-step guide for OEMs to incorporate legal entities, secure permits from authorities like NEMA and EPRA, and leverage Special Economic Zones (SEZs) and Export Processing Zones (EPZs) for fiscal incentives. Specific policy landscapes and VAT exemptions are detailed for solar PV, batteries, and electric mobility, while identifying key government agencies such as MITI, KenInvest, and SEZA that facilitate green industrial growth.