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Bangladesh's reliance on LNG increases financial, energy and climate risks
Bangladesh has significantly increased its reliance on imported LNG to meet rising electricity demand as domestic gas reserves decline, but this has left the country vulnerable to global price volatility and supply shocks. This reliance has led to widespread power cuts, industrial losses, and increased electricity costs, while renewable energy growth has stagnated, accounting for only 2% of electricity generation by 2022. The report warns that continued investment in gas infrastructure risks creating stranded assets and exacerbating climate change, to which Bangladesh is highly vulnerable. Specifically, heat stress is projected to cause significant GDP losses and labour productivity declines by 2030. The document argues that scaling up solar and wind power is a cheaper, more reliable alternative that would reduce financial risk and climate vulnerability.
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Document type: Report
methane-regulation-plenary-8d984a4db7b3b8aa.pdf
A coalition of environmental organisations is calling on the European Parliament to reject amendments 268-280 to the Methane Regulation, arguing these changes would create loopholes for large companies, reduce the frequency of leak detection and repair (LDAR) inspections, and weaken reporting requirements for energy imports.
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Document type: Statement
China’s Diversifying Interests in the Middle East
China's engagement in the Middle East is fundamentally driven by the need for energy security, as it imports approximately half of its crude oil from the region. To mitigate vulnerabilities, Beijing utilizes the Belt and Road Initiative (BRI) to invest in infrastructure and digital technology, while balancing diplomatic ties between Saudi Arabia and Iran. China has recently acted as a mediator in the Saudi-Iran relationship and is expanding its arms trade, offering alternatives to US weapons. Following the escalation of the Israel-Hamas conflict, China has shifted its approach to favor Palestine and Arab states, viewing its ties with Israel as increasingly expendable to better align with the Global South.
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Document type: Policy brief
Weathering the winter
The EU power system successfully navigated the 2022-2023 winter without a return to coal, as record renewable generation and significant electricity demand reductions—driven by emergency legislation, high prices, and mild weather—led to renewables providing a higher share of electricity than fossil fuels for the first time in a winter period.
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Document type: Report
Nuclear Energy: Pathways and Requirements for Global Scale-Up, and the Role of U.S. Policy
The document asserts that nuclear energy is essential for a decarbonized global energy system to provide 'clean firm' power, reducing reliance on over-built variable renewables and expensive long-duration storage. It identifies a 'profoundly dysfunctional' current delivery model characterized by high costs and delays, exemplified by the Vogtle 3 and 4 projects in Georgia. To achieve a target build rate of hundreds of Gigawatts per year, the author proposes transitioning from bespoke construction projects to standardized, commoditized 'products' with capital costs below $4,000/kw and delivery times of 3-5 years. Key recommendations for U.S. policy include reforming the Nuclear Regulatory Commission (NRC) to adopt performance-based licensing, establishing a 'sandbox' for testing new designs, creating an International Bank for Nuclear Infrastructure, and ensuring the domestic availability of high assay low enriched uranium (HALEU).
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Document type: Statement
uk-amendment-letter-f7d39a5bc2a359b4.pdf
A coalition of environmental organisations calls for a 2025 ban on oil and gas venting and flaring in the UK to reduce methane emissions and improve energy security.
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Document type: Statement
Electricity Transition in 2022
In 2022, global electricity reached its lowest emissions intensity ever at 436 gCO2/kWh, with wind and solar hitting a record 12% of generation. Despite this, total power sector CO2 emissions reached a record high of 12,431 mtCO2 because wind and solar growth could not fully keep pace with a 2.5% increase in global electricity demand. This gap was filled by coal and other fossils, with coal generation rising by 108 TWh to a record 10,186 TWh. While clean electricity sources other than wind and solar saw their first year-on-year decline since 2011 due to nuclear outages and droughts, 2022 is characterized as an 'accelerator year' due to policy shifts like the EU's REPowerEU and the US Inflation Reduction Act.
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Document type: Report
Deutsche LNG-Ausbaupläne führen zu Überkapazität und gefährden
The NewClimate Institute argues that Germany's planned LNG terminal expansion exceeds necessary reserve buffers and threatens the country's climate targets. The report suggests that current floating terminals are sufficient for energy security, while further onshore expansion risks creating stranded assets and fossil fuel lock-ins. It criticizes the Federal Ministry for Economic Affairs and Climate Action (BMWK) and the Energy Economics Institute (EWI) for underestimating technical capacities in their analyses and for assumptions that conflict with the legally binding Climate Action Act.
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Document type: Report
Türkiye Electricity Review 2023
In 2022, Türkiye's coal generation returned to its previous peak of 113.6 TWh, driven largely by imported coal, with Russia becoming the primary supplier and the import bill reaching a record $5.3 billion. While wind and solar combined for a 15.5% share of generation, solar deployment lags behind its potential and faces grid capacity barriers. Hydropower proved critical for energy security during a ten-day gas supply disruption from Iran in January 2022, demonstrating its flexibility as a complement to variable renewables.
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Document type: Report
Hydrogen heating is the next energy crisis in the making
Global Witness contends that hydrogen heating is an inefficient and dangerous alternative to heat pumps, pushed by gas companies to avoid stranded assets. The briefing criticizes the UK Energy Bill for introducing a hydrogen levy on consumers and proposing forced participation in heating trials in locations like Redcar or Whitby, Ellesmere Port.
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Document type: Briefing
Fit for the future, not Fit-for-55
The briefing argues that the EU is on course to reach a 45% renewable energy share by 2030, rendering the current 40% Fit-for-55 target outdated. This trajectory is driven by solar capacity growth, heat pump adoption, and electric vehicle expansion, which are all outpacing original policy forecasts.
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Document type: Briefing
Europe needs an options-based climate strategy
The author contends that Europe's current climate approach is too narrow and lacks coordination, risking failure to meet net-zero targets. To mitigate risks such as supply chain dependence on China for rare earths and the slow deployment of renewables, the document advocates for a strategy that supports nuclear power, carbon capture and storage, and zero-carbon fuels alongside renewables. It highlights the need for long-term investment planning, as historical data shows technology commercialization takes decades, whereas current net-zero models assume unrealistic compression of these timelines. Furthermore, the text calls for the EU to streamline its 'kaleidoscope' of conflicting policies and adopt incentive structures similar to the US Inflation Reduction Act to drive cost reductions and infrastructure deployment. Finally, it emphasizes the necessity of proactive system planning to determine future energy demand and the required clean firm power capacity, estimated at over 100 GW by 2035.
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Document type: Statement
Energy markets one year after the Ukraine invasion
One year after the invasion of Ukraine, the EU has substituted nearly 75% of Russian gas imports and seen wind and solar generate a record 22% of its electricity in 2022. Globally, gas demand is forecast to peak by the end of the decade, with 88% of electricity demand growth to 2025 expected to be met by renewables. While renewable energy saved billions in fossil fuel costs, high gas and coal prices drove 90% of the global increase in electricity costs in 2022. Russia faces significant financial losses from sanctions, including a USD 25 billion public deficit in January 2023, while EU industrial production grew by over 2% on average despite a 15% drop in industrial gas demand.
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Document type: Fact sheet
Wind and solar growth save €12 billion since Russia invaded Ukraine
Since the start of the war in Ukraine, the EU saw a record increase in wind and solar generation, which together provided 23% of total electricity. This growth saved the EU €12 billion in avoided gas costs and contributed to a significant drop in Russian gas import reliance, from approximately 40% before the invasion to 16% in the period analyzed.
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Document type: Report
Climate action can address the cost of living crisis
The document asserts that the current cost of living crisis is driven by fossil fuel price volatility, particularly natural gas, rather than the costs of net-zero policies. It identifies that poorer households are disproportionately affected by energy poverty and argues that short-term government subsidies are insufficient. The briefing proposes that expanding renewable energy capacity, implementing building energy efficiency retrofits, installing heat pumps, and electrifying transport can lower energy bills, reduce market volatility, and enhance energy security.
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Document type: Briefing
UK Contracts for Difference Policy for Renewable Electricity Generation
The UK's Contracts for Difference (CfD) policy, introduced in 2014, uses a competitive auction system to provide price certainty for large-scale renewable energy projects, primarily offshore wind. By guaranteeing a 'strike price' and utilizing a two-way payment mechanism, the policy reduces private-sector investment risk and lowers the cost of capital. While successful in driving down costs and increasing capacity—with the fourth allocation round adding nearly 11 gigawatts—the policy is noted as regressive due to its funding via a consumer levy. The author suggests Canada could adapt this model for mature technologies, carbon capture, and clean hydrogen, emphasizing the need for independent administration and robust market competition.
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Document type: Research paper
Politique de contrats sur différence pour la production d'électricité renouvelable du Royaume-Uni
The UK's Contracts for Difference (CfD) policy, established in 2014, uses a competitive auction system to provide price certainty for renewable energy developers, significantly reducing financial risk and lowering the cost of capital. By bridging the gap between wholesale market prices and a fixed 'strike price' over 15-year contracts, the policy has driven down the cost of offshore wind by 65-75% since 2015. While the system is funded by consumers through electricity bills—making it regressive—it is administered by the independent Low Carbon Contracts Company to minimize political risk. The document suggests Canada could adapt this model for proven technologies like carbon capture and storage or clean hydrogen, emphasizing the need for competitive markets and independent administration.
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Document type: Briefing
PEP2040: Progress or disappointment?
The report argues that Poland's draft PEP2040 energy strategy is significantly under-ambitious, risking the country's position as the last major EU economy reliant on fossil fuels by 2030. While the government proposes a 50% share of renewables in power by 2040 (roughly 50-60 GW), the report suggests Poland could realistically reach 100 GW of renewable capacity by 2040. To achieve this, the document emphasizes the need to remove permitting barriers, such as the 10H spatial planning rule, and modernize grid infrastructure to prevent connection bottlenecks. Furthermore, it argues that prioritizing renewables would make the debate between coal and gas obsolete, as Poland could halve its planned gas-fired generation to 29 TWh by 2030 while maintaining system balance.
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Document type: Briefing
Event Report: Climate Security Scenarios for Sweden
The report outlines the results of a cross-sectoral workshop that analyzed climate security scenarios for Sweden. It identifies key drivers of risk, such as the strength of democratic institutions and domestic resilience, and proposes four potential future scenarios ranging from 'Utopia' to 'Panic'. The findings emphasize that governance, trust, and the integration of climate data into the 'Total Defense' program are as critical as physical infrastructure for maintaining national security in the face of climate-driven threats.
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Document type: Report
BRICS XV: Expectations for South Africa’s 2023 chair
The document examines South Africa's position within BRICS ahead of its 2023 chairship, highlighting the tension between its democratic values and the geopolitics of larger members like Russia and China. It evaluates the success of 'multi-track diplomacy' through institutions like the New Development Bank and the BRICS Vaccine Research and Development Centre, while noting that domestic crises—including energy instability and economic recovery—hinder South Africa's ability to fully leverage the partnership for national growth.
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Document type: Policy brief