Search Climate Insights Directory

The EU aims to import 10 million tons of renewable hydrogen by 2030 to decarbonize heavy industry and transport, as domestic production is expected to fall short of demand. The report identifies the US Gulf Coast, Australia, and other regions with low renewable energy costs as key potential suppliers. To activate this trade, the EU needs to invest in port infrastructure (ammonia terminals and crackers), clarify certification schemes, and provide €15 billion to €20 billion in public support to offset green premiums over blue hydrogen. While Northwest Europe will rely heavily on imports, Southern Europe (Spain and Portugal) is expected to become more self-sufficient by the mid-2030s.

Global gas pipeline construction has increased by 18% over the previous year, with approximately 69,700 km under construction at a cost of US$193.9 billion. Asia accounts for 82% of this construction, led by China and India. Other significant activities include the U.S. expanding export capacity from the Permian Basin and Haynesville Shale, and Argentina developing infrastructure for the Vaca Muerta shale gas reserve.

The report explores South Africa's energy transition through 2050, emphasizing the need to move beyond 'used futures' and growth-centric economic models. It identifies critical innovations in governance, technology, and social values, while proposing six alternative framings—ranging from ecomodernism to the 'great simplification'—to inform policy. The analysis highlights high-impact uncertainties such as a severe skills shortage for the decarbonized economy and the 'carbon trap' of meeting rising energy demands while reducing emissions. It concludes with four diverse scenarios for 2050 and recommends a shift toward regenerative economies and inclusive multilateralism.

The policy brief advocates for a transition to 24/7 carbon-free energy (CFE) in Europe, asserting that variable renewable energy alone cannot maintain grid reliability. It proposes a three-pronged approach: commercialising 'clean firm' technologies (such as next-generation nuclear, CCS, and geothermal), reforming electricity market designs to move beyond short-term marginal cost pricing toward hybrid markets that reward capacity, and updating the GHG Protocol's Scope 2 accounting from annual to hourly tracking to incentivise the procurement of dispatchable carbon-free power.

The document argues that South Africa must move away from 'used energy futures' and growth-centric economic models to achieve a just energy transition. It proposes four strategic priorities: fostering cross-border sustainable energy democracies, practicing active non-alignment in renewable energy diplomacy, challenging preconceived energy futures to ensure intergenerational fairness, and implementing anticipatory energy governance to overcome 'energy blindness' and carbon lock-in. The brief emphasizes the need for a multipolar approach to energy geopolitics in the post-COVID-19 era, advocating for regional integration within the SADC and the adoption of regenerative economic models.

The report evaluates the technical and economic viability of Small Modular Reactors (SMRs), contrasting them with large-scale nuclear power plants (NPPs) and variable renewable energy (VRE). It specifically analyzes the Romanian nuclear landscape, including the planned NuScale SMR in Doicești and the expansion of the Cernavodă plant. The authors argue that SMRs' modularity and standardization can mitigate the cost overruns typical of large NPPs. They recommend EU-level harmonization of licensing, the creation of a Joint Platform for SMR Procurements to achieve economies of scale, and improved public transparency in Romania.

The report examines the pathways for a just energy transition in the Pacific, highlighting that while 14 Pacific Island Countries (PICs) contribute only 0.23% of global emissions, they are disproportionately affected by climate change. It estimates the upfront cost of replacing fossil fuel electricity generation in eight profiled PICs between $691 million and $1 billion USD. The document argues that a just transition must go beyond technology swaps to include economic diversification, poverty eradication, and the protection of workers, particularly in Papua New Guinea's fossil fuel sector. It also warns of a 'double exposure' where the region faces both climate impacts and potential environmental damage from increased mining of Energy Transition Metals (ETMs).

The report analyzes how the shift toward a multipolar world, the EU Green Deal, US energy strategies, and China's dominance in critical minerals impact South Africa. It highlights the contradictions in European energy policy following the Russia-Ukraine conflict and the paradoxical nature of China's green energy support versus its fossil fuel investments in Africa. The authors argue that South Africa should adopt a strategy of 'active non-alignment,' diversify its critical mineral supply chains, and foster domestic innovation to achieve energy sovereignty and a just transition.

The paper examines how institutional carbon lock-in perpetuates fossil fuel use in Latin America, specifically through case studies of gas projects in Mexico and Colombia. It argues that state-owned enterprises and regulatory bodies often approve infrastructure based on the 'bridge fuel' narrative and perceived links between gas and economic development, despite a lack of robust demand analysis or alignment with climate targets.

The report argues that delivering existing clean power commitments would allow the UK to produce 98% of its electricity from clean sources by 2030, saving the average household £300 per year and reducing total household costs by £8.7 billion. It contrasts a 'Delivering commitments' scenario with a 'Falling short' scenario, noting that the latter would increase reliance on volatile fossil gas imports and result in the UK remaining a net importer of electricity. While grid investment would increase network costs, these are outweighed by a significant drop in wholesale electricity prices. The report identifies critical barriers to this transition, including slow permitting processes, grid connection delays, and unsuccessful renewable auction rounds, particularly for offshore wind.

Natural Justice argues that nuclear energy is an economically unviable and environmentally dangerous alternative to renewable energy in South Africa. The commentary contends that the National Nuclear Regulator Amendment Bill encourages investment in a sector characterized by high costs, long lead times, and significant waste management risks. It specifically criticizes the extensive powers granted to the Minister of Mineral Resources and Energy, citing the Department's poor track record in rehabilitating abandoned mines as evidence that it cannot be trusted to manage nuclear decommissioning and waste. The authors advocate for decentralized renewable energy solutions, such as solar and wind, to address load shedding and rural energy access.

The text argues that global decarbonisation requires bold measures and long-term political stability, specifically calling for a coordinated energy transition strategy in the Euro-Mediterranean region to avoid economic loss and energy insecurity.

The Clean Air Task Force analysis suggests that an EU import standard for oil and gas could reduce over 30% of global methane emissions from the oil and gas sector, which is 20 times more effective than regulating domestic EU production alone. The briefing proposes a methane intensity threshold of 1.7 kilotonnes of methane emitted per million tonnes of oil equivalent (MTOE) to ensure a fair playing field for both oil and gas producers. Implementing this standard could save 90 billion cubic meters of gas, equivalent to nearly Germany's annual consumption, and generate €55 billion in total savings for exporting and EU-based producing countries.

The report examines South Africa's transition from a coal-dependent energy system to renewable sources, emphasizing the need for a 'just' transition that integrates decarbonization with social justice and industrialization. It analyzes the role of the Just Energy Transition Partnership (JETP), the challenges of the national grid, the financial vulnerabilities of municipalities, and the potential for domestic and international climate finance to support the transition.

A coalition of NGOs calls on the EBRD to end all support for fossil fuels in its 2024-2028 Energy Sector Strategy, arguing that continued investment in gas infrastructure creates lock-in risks and contradicts the 1.5°C goal. The signatories request the exclusion of midstream and downstream gas projects, the removal of loopholes like "CCS-readiness," and the EBRD's accession to the Glasgow Statement.

The project proposes an $810 million facility to overcome financial and technical barriers to compressed bio-gas (CBG) development in India. By providing a blend of ADB loans, GCF grants, and partial credit guarantees, the project aims to encourage participating financial institutions (PFIs) to lend to CBG developers. The initiative targets a reduction of 124 million tCO2eq over 10 years by replacing fossil-fuel-based compressed natural gas (CNG) and reducing crop residue burning. It includes a $10 million technical assistance component to build capacity in the CBG value chain, from feedstock collection to offtake.

The Mississippi Clean Hydrogen Hub (MCHH) aims to leverage natural salt domes for large-scale, long-duration green hydrogen storage to safeguard energy security. Domestically, the hub is positioned to supply critical sectors in the Gulf Coast, Midwest, and Mid-Atlantic, potentially serving 52% of US refining, 44% of shipping, 19% of steelmaking, and 17% of heavy-duty trucking capacity. It also seeks to bolster US fertilizer security by transporting green hydrogen feedstock via the Mississippi River to the Midwest. Internationally, the MCHH intends to establish green shipping corridors to help the EU diversify away from Russian fossil fuels and provide backup energy to climate-vulnerable nations in Latin America and the Caribbean. The report argues that an initial public investment of $500 million could unlock billions in private capital by 2026, creating a national strategic hydrogen reserve and reducing industrial losses from power outages.

China's solar panel exports grew by 34% in the first half of 2023, reaching 114 GW. While manufacturing capacity is sufficient to meet 1.5C pathway goals, bottlenecks in installation and grid integration are leading to increased stockpiles, particularly in Europe.

The briefing proposes that the European Union leverage its position as a major oil and gas importer to drive global methane reductions by implementing a methane import standard. It suggests a combination of a 'prescriptive standard,' which mandates specific technologies and practices like Leak Detection and Repair (LDAR), and an 'intensity standard,' which sets a maximum limit on emissions per unit of gas produced. The document asserts that there are no 'insuperable legal obstacles' to these standards and suggests that fees from non-compliance could fund methane mitigation in lower-income countries. It highlights that such a move would align with the European Parliament's position and complement voluntary initiatives like CLEAN.

The report identifies a 'planning gap' in Europe's trajectory toward 2050 climate neutrality and proposes that the updated National Energy and Climate Plans (NECPs) be transformed into comprehensive roadmaps. It recommends that Member States move beyond a narrow focus on renewables to include a diverse portfolio of clean firm energy (advanced nuclear, superhot rock geothermal), carbon capture and storage (CCS), and zero-carbon fuels. The authors emphasize the need for robust energy system modelling, cross-border infrastructure coordination, and the implementation of financial mechanisms like Carbon Contracts for Difference (CCfD) to attract investment. Additionally, the report calls for a focused strategy to reduce methane emissions from the oil and gas supply chain and the creation of a net-zero implementation tracker to ensure accountability.