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This briefing from RMI and the New Energy Industrial Strategy (NEIS) Center analyzes the global energy crisis triggered by the US-Iran war. It argues that while governments are currently relying on short-term fixes like strategic reserves and subsidies, the crisis provides an opportunity to accelerate the transition to clean energy, electrification, and efficiency to reduce long-term vulnerability to volatile global fuel markets.

The research paper 'The New Twin Fossil Shock' analyzes how two major energy crises in the 2020s—the 2022 Russian invasion of Ukraine and the 2026 shutdown of the Strait of Hormuz—are accelerating the global transition to an 'electric age.' The authors argue that unlike the oil shocks of the 1970s, current alternatives such as solar, wind, and electric vehicles (EVs) are cost-competitive, scalable, and provide a permanent route out of fossil fuel dependency.

A report by Ember analyzing how the expansion of wind and solar capacity in Britain mitigated the economic impact of a fossil fuel crisis in early 2026, which was triggered by conflict in the Middle East.

This report by Ember analyzes the impact of drought on hydroelectric power generation in Türkiye, detailing how declining water availability increases reliance on natural gas imports and threatens energy security.

This report section analyzes the impact of drought on hydroelectric power generation in Turkey, noting a long-term decline in capacity factors and a resulting increase in reliance on natural gas imports.

The report 'Crossed wires: Grid capacity could block EU energy security' by Ember analyzes how limited grid capacity in Europe threatens energy security and economic competitiveness. It identifies significant shortfalls in grid hosting capacity for both new renewable energy projects and industrial demand, while noting that distribution grids are generally better prepared for household electrification, with notable exceptions in Spain and Poland.

This policy brief by the Climate Bonds Initiative argues that accelerating the transition to clean energy is the primary solution for the European Union to protect itself from global energy shocks and achieve energy sovereignty. It highlights the vulnerability caused by a heavy reliance on fossil fuel imports and proposes a five-step strategy focusing on electrification, grid interconnection, flexible systems, industrial decarbonization, and the use of methane regulations to phase out high-risk suppliers.

This report by the Climate Bonds Initiative argues that the European Union must accelerate its transition to clean energy to achieve energy sovereignty and protect itself from global geopolitical shocks. It highlights the risks of relying on fossil fuel imports and proposes a five-step strategy—electrification, interconnection, flexibility, decarbonization, and the use of methane emission regulations—to reduce dependence on high-risk suppliers and enhance industrial competitiveness.

This report by Ember analyzes the vulnerability of Asian economies to energy supply and price shocks resulting from conflict in the Middle East, specifically focusing on the risks of fossil fuel lock-in. It argues that reliance on imported oil and LNG exposes the region to economic instability, inflation, and geopolitical fragmentation, and advocates for an accelerated transition to renewable energy and regional grid integration to ensure long-term energy security.

This report by Ember examines how the growth of solar power in South Asia is reducing the power sector's exposure to global fossil fuel price shocks, while highlighting that broader fossil fuel dependence persists in transport and industry. The authors argue that further reductions in fuel imports require the electrification of non-power sectors and enhanced regional grid integration, with India serving as a central hub for electricity trade.

This briefing by Zero Carbon Analytics examines how the European Union's increased investment in wind and solar energy between 2022 and 2025 has reduced its vulnerability to global energy shocks, specifically comparing the impact of the 2022 Russia-Ukraine crisis with a subsequent crisis caused by a blockade of the Strait of Hormuz in 2026.

A report by Zero Carbon Analytics explains how conflict in the Middle East is triggering an energy crisis in Bangladesh due to its heavy reliance on imported fossil fuels, particularly those passing through the Strait of Hormuz. The document details the resulting fiscal strain, industrial disruptions, and the systemic risks of delaying a transition to renewable energy.

A briefing by Zero Carbon Analytics analyzing how Vietnam's investment in solar power mitigates the economic impact of soaring fossil fuel prices caused by a conflict in Iran, while warning that continued reliance on coal and LNG imports increases future vulnerability to price shocks.

Ember's submission to the Department for Energy Security and Net Zero argues that the proposed common biomass sustainability framework fails to address the high emissions, import reliance, and costs associated with biomass power. Ember recommends limiting large-scale biomass generation, shifting to domestic sourcing, and scaling up low-carbon alternatives like wind, solar, and batteries to align with UK carbon budgets and energy independence goals.

This briefing by Zero Carbon Analytics examines the vulnerability of Asian nations to energy supply disruptions in the Strait of Hormuz, particularly in the context of geopolitical tensions between the US and Iran. It identifies Japan as the country at the highest direct risk due to its extreme reliance on imported fossil fuels and the high volume of its trade passing through the chokepoint. The document argues that transitioning to renewable energy and electrification is the primary strategic path to enhancing energy security and reducing exposure to global price shocks.

This briefing by Zero Carbon Analytics examines whether increasing liquefied natural gas (LNG) imports can guarantee energy security for Southeast Asian nations. While ASEAN members are investing USD 20.4 billion in LNG infrastructure to meet rising demand and declining domestic supplies, the document argues that this dependence exposes the region to geopolitical supply shocks, price volatility, and competition with Europe. It suggests that investing in domestic renewable energy, upgrading grids, and accelerating the ASEAN Power Grid would provide a more resilient and secure energy future.

This research paper argues that increasing domestic clean power production is essential for Japan's national security, economic resilience, and strategic autonomy due to its high dependence on energy imports.

This report by the Climate Bonds Initiative argues that expanding domestic renewable energy is critical for Japan's national security and strategic autonomy, given its high dependence on energy imports. It proposes a pathway to achieve an 80-90% clean energy grid by 2035-2040 through grid expansion, regulatory reform, and the mobilization of private capital.

This report by the Climate Bonds Initiative argues that expanding domestic renewable energy is critical for Japan's national security and strategic autonomy. It highlights Japan's high dependence on energy imports and proposes a pathway to achieve 80% to 90% clean power by 2035-2040 to reduce geopolitical vulnerability and economic risk.

This research paper uses securitization theory and a multi-level governance lens to analyze how security discourses and actors influence offshore wind development in Sweden and the broader European context, specifically examining the tension between security imperatives and democratic Marine Spatial Planning.