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We Mean Business Coalition statement on the EU’s State of the Union Address 2026
The We Mean Business Coalition supports President von der Leyen's focus on electrification and faster permitting for energy projects, while emphasizing the need for grid connections to enable investment. The Coalition also calls for improved climate risk planning, resilience investment, and the closure of the insurance protection gap to mitigate disaster losses, welcoming the proposed EU-wide heatwave plan.
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Document type: Statement
Europe wants an electric economy. Weakening the ETS would make it harder to build.
The author contends that weakening the EU Emissions Trading System (ETS) would undermine the transition to an electric economy by removing the financial incentive for companies to shift from fossil fuels to clean electricity. While the Electrification Action Plan provides a target of 46% electrification by 2040, the author asserts that a strong carbon price is required to justify long-term investments in cleaner production and infrastructure. The text highlights a divide within the business community, noting that while some companies lobby for lower carbon costs, others—including SAP, Volvo Cars, and Schneider Electric—advocate for clear rules and faster electrification to reduce exposure to volatile fossil fuel markets.
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Document type: Statement
Technology Explainer: Europe’s heatwaves are testing nuclear plants. What does it mean for nuclear energy in a warming climate?
Recent European heatwaves have forced nuclear plants in France, Romania, and Hungary to reduce output or shut down due to high river temperatures and low water levels, which trigger environmental protections for aquatic ecosystems. While these disruptions are environmental operating constraints rather than safety failures, they highlight the need for climate-resilient design. Adaptation options include transitioning to indirect or dry cooling systems, utilizing deeper seawater for coastal plants, and deploying advanced reactors or small modular reactors that require less water. The document emphasizes that these challenges are shared by other thermal power plants and that future energy planning must incorporate projected climate conditions into siting and design.
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Document type: Guide
Seizing the Electric Advantage
A statement from the We Mean Business Coalition urging governments to establish electrification as a central economic strategy to mitigate the risks of volatile fuel markets and strengthen energy security.
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Document type: Statement
Tripartite Contracting for Clean Electricity
The report proposes a tripartite contracting model for Europe, where a state-backed intermediary connects clean energy suppliers and industrial consumers. This mechanism aims to solve structural barriers in bilateral Power Purchase Agreements (PPAs), such as creditworthiness requirements for SMEs and the mismatch between variable renewable generation and industrial baseload demand. By pooling diverse technologies—including renewables, storage, and clean firm capacity—the intermediary can offer 24/7 clean power products and absorb counterparty risk. The document outlines an implementation roadmap involving the European Commission and Member States, emphasizing the need for harmonized Guarantees of Origin, improved two-sided Contracts for Difference (CfDs) design, and integrated grid planning.
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Document type: Report
Climate Change in the American Mind: Politics and Policy
A survey of 930 registered U.S. voters shows broad support for climate action, with 58% preferring candidates who support global warming action and 68% favoring increased renewable energy use. While 67% believe global warming affects the U.S. cost of living—particularly utility bills (66%) and groceries (61%)—there is significant political divergence on the responsibility for gas prices and the priority of clean energy. Trust in information remains highest for climate scientists (71%) and family and friends (69%), while 58% of voters oppose the construction of local data centers due to concerns over electricity costs.
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Document type: Fact sheet
Methane Abatement in Libya’s Oil and Gas Sector
The document analyzes methane emissions in Libya's oil and gas sector, estimating annual emissions at 1,221 kt. It finds that 55% of these emissions can be abated using four specific technologies—leak detection and repair (LDAR), vapor recovery units (VRU), replacing gas-driven pneumatic equipment, and improving flaring practices—all of which fall below a low-cost threshold of 596 USD/t CH4. The largest potential for reduction comes from eliminating unlit flaring in the onshore upstream segment. However, implementation is hindered by the lack of a dedicated methane regulatory framework, aging infrastructure, and import restrictions on specialized equipment. The report highlights that the EU Methane Regulation poses a future risk to Libyan exports starting in 2027, urging the adoption of flaring performance standards and financial incentives to meet a 2030 zero-flaring ambition.
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Document type: Fact sheet
Methane Abatement in Mexico’s Oil and Gas Sector
The document analyzes methane abatement in Mexico's oil and gas sector, finding that 34% of estimated emissions can be reduced using low-cost technologies. While Mexico has a robust regulatory framework, implementation is hindered by enforcement capacity and infrastructure gaps. The most significant abatement potential lies in improving offshore flaring practices, while midstream leak detection and repair (LDAR) can offer negative abatement costs due to the monetization of recovered gas.
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Document type: Fact sheet
Electric Advantage: The Business Case for an Electrified Economy
The report presents a business case for transitioning to an electrified economy, asserting that electricity is becoming the foundation for global economic growth. It highlights that electrification is the most efficient route to decarbonization, capable of displacing approximately 60% of global fossil fuel use. The document outlines the benefits of electrification in terms of cost predictability, energy security, and public health, while identifying significant barriers such as distorted market incentives and a global skills gap. It proposes ten policy principles for governments to unlock business investment and introduces the 'Electric Advantage' program to coordinate business leadership in modernizing policy and scaling deployment.
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Document type: Report
Mozambique: INTRODUCTION
The document describes Mozambique as a low-income country with significant mineral and marine resources but persistent structural challenges. While the country saw rapid growth between 1993 and 2015 and improvements in health and electricity access, it has struggled with a narrow productive base and high poverty levels. Recent growth has slowed due to the 'hidden debt' scandal, insurgency, and climate shocks. The report highlights the risk that gas megaprojects may not lead to inclusive development without strategic governance and economic diversification.
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Document type: Research paper
Repo rate hike tightens the noose on a struggling economy
The Institute for Economic Justice (IEJ) criticizes the South African Reserve Bank (SARB) for raising the repo rate to 7% on May 28, 2026, arguing that inflation is driven by external supply-side costs rather than excessive demand. The IEJ contends that high real interest rates—roughly 3% compared to an emerging market average of 2%—stifle investment, increase government debt-servicing costs, and burden households already facing high unemployment and rising costs of living. The document calls for a shift toward a developmental monetary policy that supports green industrialization, energy sovereignty, and infrastructure renewal to achieve genuine price stability.
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Document type: Statement
Hourly matching of scope 2 emissions can further incentivise decarbonisation
The document argues that current annual matching for scope 2 emissions often overestimates renewable electricity use and fails to incentivise the deployment of new renewables. It proposes 'hourly matching' (or 24/7 reporting), where electricity consumption is matched with renewable generation in the same hour. While 100% hourly matching can be costly, the briefing suggests that targeting a range of 80-90% can maintain emission reduction benefits while reducing costs. The document notes that hourly matching is becoming more viable, with 45 operational projects across five continents and tariffs available for 73% of global electricity demand. It advocates for a phased implementation strategy to allow for necessary data and grid infrastructure upgrades.
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Document type: Briefing
Meeting Africa’s Infrastructure Investment Need
Africa faces a significant infrastructure deficit, with an annual funding shortfall of US$68–108 billion. The report examines the role of the Programme for Infrastructure Development in Africa (PIDA), the potential of domestic capital—estimated at over US$1.1 trillion—and the challenges of public-private partnerships. It highlights that up to 90% of projects fail before financial close due to poor early-stage preparation, arguing for better project bankability and risk-sharing instruments to attract private investment.
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Document type: Report
Infrastructure Spending in Africa
Africa's infrastructure spending is robust relative to GDP but insufficient given population growth, with financing heavily reliant on governments and development partners. Public investment is severely constrained by high sovereign debt, with debt servicing costs often exceeding infrastructure spending. Private investment remains low due to high capital costs and risk perceptions, though specific countries like South Africa and Egypt have seen success through targeted policy frameworks. Development finance is also facing a decline due to geopolitical and macroeconomic pressures.
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Document type: Report
Impact of the Large Infrastructure and Leapfrogging Scenario
The Large Infrastructure and Leapfrogging scenario is projected to accelerate Africa's average annual economic growth to 6% between 2027 and 2050, resulting in a total GDP nearly US$1 trillion higher than the baseline by 2050. This trajectory is expected to increase average GDP per capita by approximately US$510 and reduce the number of people in extreme poverty by 63 million, bringing the poverty rate down to 11.5% by 2050.
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Document type: Research paper
Canadas AI and electricity strategies can and should be mutually reinforcing
The document examines the intersection of AI data centre growth and Canada's electricity grid, highlighting risks such as increased emissions from gas-powered generation and the potential for data centres to crowd out other electrification efforts. Conversely, it suggests that data centres can act as 'anchor tenants' for cleaner grids by spurring private investment in infrastructure and providing grid flexibility. Because electricity regulation is primarily provincial, the author proposes a federal framework of 'conditional carrots' (funding tied to clean energy), 'binding sticks' (Clean Electricity Regulations and carbon pricing), and 'transparency infrastructure' (national reporting standards) to align provincial actions with national climate objectives.
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Document type: Statement
From the 2026 session to what’s next: Expanding our work in Virginia
The Clean Air Task Force (CATF) reports on the 2026 Virginia legislative session, highlighting progress in diversifying the electricity portfolio, modernizing procurement, and improving infrastructure siting. Key achievements include the state's planned reentry into the Regional Greenhouse Gas Initiative (RGGI) by July 1, 2026, and the creation of a Chief Energy Officer position. CATF argues that while these targeted improvements are constructive, Virginia must further modernize its Clean Economy Act (VCEA) to better integrate clean firm resources and manage rising electricity demand from data centers and manufacturing.
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Document type: Statement
Dubrovnik Geothermal Declaration Establishing Geothermal as a Strategic Three Seas Energy Asset
The Dubrovnik Geothermal Declaration, endorsed on 28 April 2026, positions geothermal energy as a strategic asset for the Three Seas Initiative (TSI) region. The signatories commit to doubling geothermal investments by 2030 relative to 2025 baselines and establishing a 'TSI Next 10 GEO' priority pipeline for commissioning between 2032 and 2035. The declaration calls for the creation of a TSI Geothermal Exploration Risk Facility by 2027 and the development of a flagship geothermal pilot by 2029. To support these goals, the document advocates for regulatory harmonization, including fast-track licensing based on Croatia's model and the removal of preferential treatment for fossil gas and unsustainable biomass. It also proposes the 'Geoterm Carpatia' corridor to integrate geothermal energy into regional energy highways linking TEN-E and TEN-T nodes.
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Document type: Statement
Spain's energy lesson: independence through renewables
The document examines how Spain's rapid expansion of wind and solar power has decoupled its electricity prices from volatile fossil fuel markets, particularly during the 2026 conflict in Iran. While Spain has achieved lower electricity costs and increased industrial competitiveness compared to other major EU economies, the author notes a critical shortfall in grid infrastructure investment. The text advocates for a reform of the EU's marginal pricing system and a shift toward domestic clean energy generation to ensure broader European energy security.
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Document type: Research paper
Scaling Solar Power for Irrigation in India
The report evaluates the Pradhan Mantri Kisan Urja Suraksha evam Utthaan Mahabhiyan (PM-KUSUM) scheme, specifically Components A (decentralized solar plants) and C-FLS (feeder-level solarization). While these components offer significant benefits—including reliable daytime power for farmers, reduced agricultural subsidies for DISCOMs, and rural employment—they have seen low uptake, with only 7% and 34% achievement against targets respectively as of December 2025. Key barriers include a mismatch between regulatory tariffs and market costs, inadequate rural grid infrastructure, complex land acquisition and leasing laws, and poor institutional coordination between state agencies and distribution companies (DISCOMs). The report recommends shifting toward competitive bidding, implementing GIS-based land identification, adopting virtual feeder segregation via IoT, and enhancing the leadership role of DISCOMs in project implementation.
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Document type: Report