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Ten years after its 2015 adoption, the Paris Agreement has shifted the projected global warming trajectory from 4.8 degrees C to between 2.3 and 2.9 degrees C, though it remains off track for the 1.5 degrees C goal. While clean technology growth has exceeded expectations—with electric vehicles now comprising a fifth of auto sales and solar and wind electricity generation tripling—current nationally determined contributions (NDCs) would deliver less than 14% of the emissions reductions needed by 2035. The author argues that the next decade requires a total economic transformation, a more aggressive approach to phasing out fossil fuels, and a remodeled multilateral process where COP decisions are not subject to a veto by a few nations. Key priorities include supporting the green transitions of large middle-income countries, which account for 60% of global emissions, and integrating climate commitments into national economic policies.

The report highlights a trend of massive infrastructure spending by both electric and gas utilities in the U.S., which is driving up consumer energy bills. While the electric sector has a 'full toolbox' of regulatory and technical solutions to manage costs, the author contends that gas utility solutions are 'more nascent and uncharted.' The document proposes the use of a gas system analysis (GSA) to provide the foundational technical information necessary for decision-makers to avoid investing in redundant or irrelevant long-lived assets.

The document argues that a 'window of opportunity' has opened for Africa due to the convergence of China's domestic push for renewable energy leadership and US-China geopolitical tensions. While the US has retreated from climate leadership and scaled back African assistance, China is pivoting toward 'small is beautiful' project financing and green industrialization as part of its Belt and Road Initiative (BRI) and FOCAC commitments. To maximize these opportunities, the brief recommends that African nations implement rigorous strategic planning, professionalize project pipelines, adopt innovative mixed-financing models to reduce sovereign debt, and pursue regional energy integration through frameworks like the Southern African Power Pool.

The report identifies Norway, Sweden, Denmark, Finland, the Netherlands, and China as the fastest adopters of electric vehicles by sales share. It highlights China's dominance in both total volume (11.3 million sales in 2024) and market share (48%), while noting Norway's lead in share (92%). The analysis emphasizes that rapid uptake is driven by government incentives, investment in charging infrastructure, and the availability of affordable models. It also notes a trend of 'leapfrogging' in developing nations like Ethiopia, Nepal, and Sri Lanka, fueled by affordable Chinese imports.

Viet Nam, Indonesia, and the Philippines collectively drive nearly 60% of ASEAN’s power demand and emissions, with a heavy historical reliance on coal. While coal still dominates their energy mixes, all three nations are pivoting toward clean energy, attracting $4.6 billion in investment in 2024. Each country aims for renewables to exceed 50% of their installed capacity mix by 2030–2034. Viet Nam has led the region in new wind and solar generation, the Philippines operates a fully liberalised electricity market to attract FDI, and Indonesia is leveraging its mineral industrialisation to build an electric vehicle ecosystem while planning significant solar expansions.

The report assesses the economic impact of India's power sector decarbonization on Jharkhand, projecting significant losses in state revenue, PSU earnings, and employment. It proposes a three-phase strategic framework (Enabling, Scaling-up, and Viksit Bharat) to transition the state from a raw-material supplier to a cleantech manufacturing hub. The analysis identifies four priority investment areas—clean power, green molecules, sustainable mobility, and green equipment manufacturing—estimating a total capital requirement of USD 41.4 billion to substitute lost fossil fuel revenues and create new employment opportunities.

The annex outlines the framework for mapping public financial flows in India's energy sector from FY 2014 to FY 2024. It details new subsidies for electric vehicles, biofuels, and solar energy, while revising methodologies for coal and LPG support. The document also establishes a system for quantifying government receipts and the social and environmental costs of energy, including carbon pricing and health-related externalities.

The report finds that while India has achieved its non-fossil electricity capacity target of 50% by 2025, government support for fossil fuels remains five times larger than for clean energy. Total government support to energy in FY 2024 was at least INR 6.3 lakh crore (USD 75 billion), with a significant portion shifting from direct subsidies to investments by state-owned enterprises (SOEs) and public financial institutions (PFIs). The analysis highlights a critical fiscal reliance on fossil fuel revenues, which account for 90% of energy revenues, and a growing burden of electricity subsidies for end consumers that constrains fiscal space for clean energy. The report recommends transitioning to targeted direct benefit transfers for electricity, phasing out fossil fuel production subsidies, and implementing a strategic roadmap for aligning public finance with net-zero goals by 2047.

The report argues that the U.S. Department of Energy (DOE) is undermining national energy security and economic competitiveness by canceling billions in congressionally mandated funding for clean energy and industrial innovation. It details the loss of approximately $23 billion in federal funding across 648 projects, affecting sectors such as carbon capture, hydrogen, and grid resiliency. The document highlights that these cuts risk wasting previous federal R&D investments, destroying local jobs, and ceding technological leadership to global competitors like China and Canada.

The Canadian Climate Institute evaluates the federal government's new climate competitiveness strategy, highlighting the strengthening of industrial carbon pricing and methane regulations as promising steps. While the strategy includes investments in the electrical grid and critical minerals, the Institute notes a lack of detail on electric vehicle standards and a significant omission regarding climate adaptation infrastructure.

The document outlines three positive framing strategies for COP30: highlighting the unstoppable momentum of renewable energy, depicting a cleaner and fairer future for children, and emphasizing the protection of natural environments. It advises against using politicized or intangible terms like 'net-zero' and 'growth', suggesting instead a focus on tangible benefits such as job creation, cheaper energy bills, and cleaner air. The guide also provides specific UK-based case studies and public opinion statistics to support these narratives.

The report analyzes energy subsidies and revenues in Chhattisgarh between FY 2020 and 2024, finding that fossil fuel subsidies have doubled since 2020 and that 78% of energy-related revenues depend on fossil fuels. While the state government provides 98% of electricity subsidies, clean energy subsidies account for only 8% of total quantified subsidies. The document recommends establishing state-level net-zero targets, better targeting electricity subsidies, diversifying revenue beyond coal, oil, and gas, and creating social support mechanisms for coal-dependent workers.

The briefing outlines three primary policy areas to scale demand flexibility in Europe: accelerating smart meter rollout, implementing time-of-use tariffs, and removing barriers to automation and aggregation. It highlights the need for updated technical standards by 2026 and national objectives by 2027 to overcome slow implementation of EU rules.

The report identifies a ₹75,500 crore (US$9 billion) market opportunity in India's battery circularity, projecting significant potential for reuse (220 GWh by 2050) and repurposing (600 GWh by 2050). It argues that domestic recycling could meet over 40 percent of India's lithium, nickel, and cobalt needs by 2050, while creating 106,000 green jobs and avoiding 2.9 million tons of CO2 equivalent. Success depends on five enablers: policy reform, digital traceability, financing interventions, technology development, and workforce training.

The Canadian Climate Institute proposes six key policy improvements to enhance Canada's climate competitiveness: modernizing industrial carbon pricing, expanding clean electricity grids, finalizing methane regulations for the oil and gas sector, maintaining electric vehicle sales requirements, establishing a national climate investment taxonomy, and deploying the National Adaptation Strategy.

The Canadian Climate Institute proposes six policy priorities for Canada's upcoming climate competitiveness strategy: modernizing industrial carbon pricing, expanding clean electricity grids, finalizing methane emission rules for oil and gas, maintaining the electric vehicle mandate, establishing a national climate investment taxonomy, and implementing the National Adaptation Strategy.

The document analyzes a partnership between San Diego Gas and Electric (SDG&E) and the nonprofit Citizens Energy to integrate community benefits into transmission infrastructure. Through the 'Citizens Model,' Citizens Energy acts as a participating transmission owner, reinvesting a portion of its profits into local programs. In the Sunrise Powerlink project, this funded the Imperial Valley Solar project, the largest low-income community solar project in the U.S. For the Sycamore-Peñasquitos line, funds were used to provide electric vehicles and charging stations to local nonprofits. While the model helped derisk projects and secure regulatory approval, the authors note a 'top-down' approach to determining benefits that lacked direct community consultation.

The report argues that the end of fossil fuel advertising is inevitable and that marketing agencies must proactively 'off-ramp' these clients to avoid financial and reputational damage. It estimates that the top 29 oil majors spent $6.97 billion on media, creative, and PR in 2024, with $3.03 billion going to major holding companies and $3.94 billion to independent agencies. The document highlights the risks of retention, citing Havas' loss of B Corp certification and Edelman's 5% revenue decline in 2024. It proposes a phased exit strategy ending in 2030, suggesting agencies pivot toward high-growth sectors including healthcare (projected $36.4 billion marketing value by 2030), renewables, and the circular economy (a $4.5 trillion global opportunity by 2030).

The report identifies a conservative USD 4.4 trillion pipeline of creditworthy sustainable bonds from 12 climate-leader countries through 2035. It argues that global megatrends—such as electrification, urbanisation, and the rise of AI—will further accelerate this pipeline beyond current projections. The document also outlines policy levers, including taxonomies and monetary policy, that governments can use to channel capital into mitigation and resilience projects.

The document examines the alignment of Indonesia's business sector with the 2035 NDC, highlighting a potential investment opportunity of USD 3.8 trillion. While over 100 Indonesian companies have adopted science-based targets, the report identifies significant barriers including regulatory uncertainty, fragmented institutional responsibility, and a lack of a standardized 'green investment' definition. It proposes solutions such as 'power wheeling' for renewable energy access, blended finance mechanisms, and sectoral decarbonization roadmaps for energy, industry, and transport to ensure the NDC is 'investible' and supports the national goal of net-zero by 2060.