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Repealing Tech-Neutral Tax Credits Will Raise Energy Costs for Farmers, Harming Reliability and Affordability in Rural America
RMI analysis indicates that repealing tech-neutral clean electricity tax credits, such as the Investment Tax Credit (ITC) and Production Tax Credit (PTC), would significantly raise electricity costs for American farmers and rural electric cooperatives. For a mid-sized dairy farm, annual costs could increase by $10,000 in 2026, while Wisconsin’s Dairyland Power Cooperative could see project costs more than double, increasing annual costs by $137 million. These credits are described as essential for reducing operating costs, diversifying income, and improving grid resilience in rural areas, which already face a 33 percent higher energy burden than the rest of the nation.
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Document type: Briefing
Fall in EU gas demand
The EU is projected to reduce total gas demand by 7% by 2030 compared to 2023 levels, falling from 326 bcm to 302 bcm. This trend follows a sharp decline between 2021 and 2023, where demand dropped from 404 bcm to 326 bcm. Despite this decline, LNG import capacity is expected to increase by 54% by 2030 relative to 2023, suggesting a risk of over-investment in infrastructure. Simultaneously, the EU is increasing its electrification rate, with National Energy and Climate Plans (NECPs) indicating a planned increase from 23% today to 30% by 2030, approaching the EU-level target of 32-33%. All 17 NECPs that reported 2030 electricity demand forecast an increase compared to 2023, reflecting a transition toward replacing fossil fuels with domestically generated clean electricity.
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Document type: Report
EU national targets show gas in decline
Analysis of EU National Energy and Climate Plans (NECPs) indicates a structural shift toward a cleaner, electrified economy, with gas demand projected to fall by 7% by 2030. The EU is targeting a 30% electrification rate and a 66% share of renewables in electricity generation by 2030. While solar targets are achievable and potentially conservative compared to market outlooks, wind targets face significant implementation challenges due to grid and permitting bottlenecks. The report recommends that the European Commission enforce more comprehensive and digitally accessible reporting for future NECP cycles.
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Document type: Report
A Fusion Engine for Growth: A European Industrial Strategy for Fusion Energy
The report argues that while Europe possesses world-class R&D infrastructure and talent, its fusion energy sector is hindered by fragmented governance and an outdated sequential roadmap. It recommends shifting to a Key Enabling Technologies (KET)-based strategy, centralising governance under Fusion for Energy (F4E), and establishing a robust public-private partnership (PPP) framework to support startups and prevent 'brain drain' to the U.S. and China.
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Document type: Report
Exploring Indigenous-led Distributed Energy Systems in New Brunswick
The document explores how distributed energy systems (DES)—technologies that generate and store energy near the point of use—can be implemented by First Nations in New Brunswick to achieve energy sovereignty. It highlights Amlamgog (Fort Folly First Nation) as a leader in this transition, noting its installation of 112 kW of solar capacity and its goal of becoming a net-zero energy community. However, the report identifies significant regulatory barriers, as the New Brunswick Electricity Act grants NB Power a dominant position and restricts the sale of electricity. The author argues that if all 15 First Nation communities in the province adopted community-scale DES, it would provide a capacity margin equivalent to a moderately-sized power plant, improving grid stability during extreme weather events. The document recommends establishing a 'regulatory sandbox' in Amlamgog, amending the Electricity Act to support Indigenous-led projects, and developing a robust business case for the net benefits of DES to ratepayers.
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Document type: Case study
How Tariffs are Undermining U.S. Energy and Economic Security
The document examines how wide-ranging tariffs, including those imposed under the International Emergency Economic Powers Act (IEEPA), increase the cost of essential materials like steel, aluminum, and copper, thereby raising prices for energy infrastructure and slowing the deployment of clean energy technologies. It highlights that while the administration seeks 'energy dominance,' these trade policies create investment uncertainty and risk ceding leadership in next-generation technologies—such as advanced nuclear, geothermal, and batteries—to competitors like China. The authors recommend replacing blunt tariffs with targeted, time-bound measures paired with robust industrial policy and strategic alliances to ensure long-term competitiveness.
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Document type: Policy brief
Accelerating the deployment of clean power technologies to reliably decarbonise Europe through enhanced planning and contracting mechanisms
The report argues for a 'hybrid market model' in Europe that combines proactive procurement for the market with competition in the market to ensure a reliable, 24/7 decarbonised power system. It identifies significant gaps in current National Energy and Climate Plans (NECPs), noting that many Member States are not on track to meet 2030 EU targets. To address this, the authors recommend expanding system needs assessments to include flexibility and resilience (including climate and cyber risks) and extending their time horizon to 2050. On the contracting side, the report suggests enhancing Power Purchase Agreements (PPAs) through standardisation and public demand, and improving Contracts for Difference (CfDs) by embedding dispatch incentives to avoid distorting market signals. It also proposes a tripartite contracting framework involving a central public entity to hedge risks for both the state and industrial consumers, thereby fostering industrial electrification and competitiveness.
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Document type: Report
THE EU’S NEXT NDC: AN OPPORTUNITY TO STRENGTHEN ENERGY SECURITY AND INDUSTRIAL COMPETITIVENESS
The report calls for the EU to adopt a 2035 NDC target of at least 72.5% emissions reduction, aligning with a straight-line path toward a 90% reduction by 2040 and net zero by 2050. It emphasizes that a robust, investible target, supported by the Clean Industrial Deal and sectoral policies in energy, transport, and industry, will reduce dependence on fossil fuel imports—which cost the EU EUR 376 billion in 2024—and enhance global competitiveness. The authors advocate for a 'competitive sustainability' approach and strengthened public-private collaboration, citing models from Denmark, Sweden, and the Netherlands to accelerate the transition.
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Document type: Report
National Comprehensive Green Transition Assessment Report
The National Comprehensive Green Transition Assessment Report evaluates Moldova's progress toward a green economy and EU alignment. Based on research conducted between November 2023 and December 2024, the document analyzes policy planning, implementation, and institutional collaboration across sectors including energy, transport, and biodiversity. It aims to identify priority areas for government reform and targeted investments from international development partners to enhance Moldova's energy security and climate resilience.
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Document type: Report
Federal government earns an incomplete on nuclear energy
The Clean Air Task Force criticizes recent U.S. executive orders on nuclear energy for failing to provide the financial mechanisms needed to scale deployment, especially as Congress moves to reduce tax credits and restrict the Department of Energy's Loan Programs Office.
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Document type: Statement
Artículo XI del Acuerdo para la Creación del Instituto Interamericano para la Investigación del Cambio Global: Asociados del Instituto
The document is a formal proposal from Venezuela to the 33rd meeting of the Conference of the Parties of the Inter-American Institute for Global Change Research (IAI). It argues that the Venezuelan Institute for Scientific Research (IVIC), established in 1959, possesses the necessary scientific capacity and regional influence to serve as an IAI associate. The proposal highlights IVIC's recent expansion into global change research through new centers for environmental crisis, oceanology, and atmospheric sciences. Specifically, it emphasizes the Climate Change Services System (S2C2-IVIC), which provides predictive models for extreme weather and climate impacts. The document cites S2C2-IVIC's success in predicting a megadrought starting in 2019 that affected the Paraná river basin and the economies of Brazil, Argentina, Paraguay, and Uruguay.
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Document type: Briefing
Article XI Associates of the Institute of the Agreement establishing the inter-American institute for Global Change Research
The document is a formal request from Venezuela to the Inter-American Institute for Global Change Research (IAI) to grant Associate status to the Venezuelan Institute for Scientific Research (IVIC). It details IVIC's institutional capacity, including its 18 research centers and the Climate Change Services System (S2C2-IVIC), which provides climate services and predictive models for extreme weather events in South America. The request highlights IVIC's role in predicting the 2019 megadrought in the Paraná River basin and its current work on predicting infectious disease outbreaks linked to climate trends.
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Document type: Statement
The National Security Rationale for Japan’s Transition to Renewable Energy
The paper examines the link between Japan's energy dependence and its national security, arguing that a shift to renewables is essential for strategic autonomy. It highlights Japan's vulnerability due to importing 97% of its energy and suggests that leading the Asia-Pacific transition could fill a leadership vacuum left by the US. While acknowledging China's dominance in renewable supply chains, the authors contend that diversifying these networks is more feasible than managing continuous fossil fuel imports.
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Document type: Research paper
Opportunities for federal leadership: Energy innovation, commercialization, and deployment
The policy brief outlines federal leadership opportunities to bolster U.S. energy security and global competitiveness through the deployment of carbon capture and storage (CCS), advanced nuclear fission and fusion, and superhot rock geothermal energy. It emphasizes the need to bridge the "missing middle" investment gap—where projects are too large for venture capital but too risky for institutional investors—by utilizing a combination of R&D funding, demonstration grants, and extended tax credits. Key recommendations include increasing the 45Q tax credit to $120, extending tech-neutral credits (48E and 45Y) through 2040, and streamlining permitting for CO2 pipelines and Class VI wells. The brief also calls for scaling the nuclear supply chain, modernizing spent fuel policy, and establishing a Geothermal Center for Excellence to ensure the U.S. maintains a competitive edge against international mechanisms like the EU's Carbon Border Adjustment Mechanism.
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Document type: Policy brief
Renewables point the way to Mexico’s energy security
Mexico's electricity sector is highly dependent on US gas imports, with 54% of electricity generated using imported gas in 2024. The report argues that accelerating the transition to clean energy—specifically solar and wind—can enhance energy security and independence. Achieving a 45% clean generation target by 2030 would require 46 GW of new capacity, potentially reducing gas imports for power by 20% and saving $1.6 billion USD annually. Such a transition would also create over 434,000 direct jobs in construction and operation.
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Document type: Report
Grid and connectivity
The report argues that the ASEAN Power Grid (APG) can unlock significant renewable energy potential and enhance energy security by connecting resource-rich countries with high-demand markets. It highlights specific planned solar and wind projects, the role of the ASEAN Interconnection Master Plan Study (AIMS), and the potential for 30 GW of additional renewable capacity to generate 109 TWh of electricity and create 182,000 jobs.
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Document type: Report
Scene setting
ASEAN electricity demand grew by approximately 50% between 2013 and 2023 and is projected to rise by up to 41% by 2030. While the IEA's Announced Pledges Scenario (APS) targets 100,000 km of transmission line expansion for Southeast Asia between 2021 and 2030, the combined plans of Indonesia, Viet Nam, Thailand, and the Philippines total 45,078 km, covering only about 45% of that target. The document argues that grid planning must shift from merely meeting peak demand to managing the intermittency of wind and solar power, which saw cost reductions of 55% and 85% respectively in the decade to 2020.
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Document type: Report
Wired for profit: Grid is the key to unlock ASEAN energy investment
The report argues that ASEAN's transmission grid expansion must roughly double to align with IEA pathways, as current national plans for Indonesia, Viet Nam, the Philippines, and Thailand cover only about 45% of the required expansion. It highlights that 30 GW of solar and wind potential is located along planned interconnection routes in countries like Indonesia, Malaysia, Cambodia, and Brunei. To support this transition, the report proposes a six-pillar framework for future-ready grid planning—including smart modernisation, strategic expansion, and market reforms—and suggests learning from the integrated power systems of Europe and Southern Africa to move from bilateral to multilateral power trade.
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Document type: Report
Strategic insights
The report outlines the necessity for ASEAN countries to shift from reactive grid expansion to proactive system transformation to support variable renewable energy. It proposes a six-pillar framework for future-ready grid planning—covering smart modernisation, strategic expansion, flexibility, regional integration, regulatory reform, and sustainable finance—and draws comparative lessons from the integrated power systems of Europe and Southern Africa to advocate for a more connected and resilient regional market.
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Document type: Report
N O T I F I C A C I Ó N
The IAI is seeking nominations for its Expert List to provide technical consultation to regional stakeholders. Nominees must possess authoritative knowledge in one of eight strategic scientific themes: food security, energy security, water security, biodiversity and ecosystem services, climate action, health and wellbeing, poverty and equity, or clean air, water and soils. The list currently includes former and current members of the Scientific Advisory Committee (SAC) and the Science and Policy Advisory Committee (SPAC), as well as IAI-funded researchers. Nominations must be submitted by June 6, 2025.
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Document type: Statement