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The Dominican Republic faces high electricity costs and grid instability due to a heavy reliance on imported fossil fuels, which account for nearly 83% of generation. While rooftop solar exists, it is concentrated among the wealthiest 4.5% of the population, creating an unequal transition that erodes utility revenues and increases government subsidy burdens. To address this, the Convite Solar initiative uses a community-led model based on standardized, modular systems installed through collective labor and local training. A pilot in Nizao has demonstrated success in reducing household bills and increasing resilience during blackouts. The model proposes redirecting a portion of the $2 billion annual government electricity subsidies toward equipment costs and cooperative financing to scale distributed generation across the Caribbean.

The briefing examines the US$107 billion in potential investment for LNG terminals and gas pipelines in Southern Asia, specifically India, Bangladesh, and Pakistan. While industry forecasts predict strong demand growth, Global Energy Monitor (GEM) finds that these countries have shelved or cancelled 2–3 times as much proposed LNG import capacity as they have brought online over the last decade. The document highlights that LNG remains uncompetitive against falling renewable power costs and that recent geopolitical shocks, such as the March 2026 conflict in Iran affecting the Strait of Hormuz, underscore the energy security risks of LNG dependence. While India continues to promote gas infrastructure, Pakistan has shifted toward domestic power and local gas exploration, and Bangladesh's new government signals a move toward renewables and domestic gas.

The IISD recommends that the EU uphold its Arctic fossil fuel extraction moratorium to ensure energy security, protect fragile ecosystems, and maintain policy coherence with the European Green Deal. The document argues that Arctic fossil fuels are too expensive, high-risk, and slow to develop to be viable, noting that new fields would only become operational after the EU should have advanced its net-zero pathway. It further suggests phasing out imports from the Barents and northern Norwegian seas to reduce security risks and align with partners like Canada and Greenland, who have implemented similar bans.

The Strait of Hormuz is a critical global energy chokepoint through which approximately 20% of the world's oil and LNG flows. Japan, South Korea, India, and China are the most exposed, collectively accounting for 75% of oil and 59% of LNG flows through the route. Japan is identified as the most at-risk country due to its extreme reliance on imported fossil fuels. A blockade could trigger global price surges, potentially pushing oil to USD 130 or even USD 300 per barrel. The document suggests that transitioning to renewables and electrification, as seen in Europe's response to the 2022 invasion of Ukraine, is essential to mitigate these geopolitical risks.

The document examines the trend of ASEAN countries increasing LNG import infrastructure, with planned investments of USD 20.4 billion. It argues that LNG fails to provide true energy security due to its sensitivity to geopolitical shocks, such as the Russia-Ukraine war and tensions in the Middle East, and competition for supply with Europe. The author suggests that Southeast Asian nations should instead prioritize domestic renewable energy, leverage their own solar manufacturing capacity, and accelerate the ASEAN Power Grid to enhance resilience and reduce import dependency.

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.

China has rapidly expanded its flexible coal power capacity, exceeding its 2025 national target and positioning itself to meet a 2027 goal of retrofitting 500-700 GW. By the end of 2024, total flexible coal capacity exceeded 600 GW, with significant progress in provinces like Guangxi, Inner Mongolia, Shanxi, and Xinjiang. While coal utilisation is generally declining and showing greater seasonal variability due to renewable growth and demand peaks, the document notes that the full potential of this technical flexibility is not yet reflected in system operations due to market design and institutional arrangements. The transition is supported by a capacity pricing mechanism and diversified revenue models, though flexible operation increases costs through higher maintenance, reduced fuel efficiency at low loads, and accelerated depreciation.

The report highlights a conflict between the strategic autonomy of the European Union and the financing activities of major European banks, which continue to support US LNG export terminals. It notes that the EU imported 57% of its LNG from the US in 2025, a figure that could rise to 80% by 2030. The document identifies specific banks—including ING, Crédit Agricole, Santander, BPCE (via Natixis), and Société Générale—as key financiers of US developers like Venture Global and Freeport LNG. It warns that this dependence, compounded by a July 2025 trade agreement requiring the EU to purchase US$750 billion of US energy by 2028, exposes Europe to price volatility, geopolitical leverage by the US administration, and the risk of stranded assets.

The report claims that the EU's shift from Russian gas to US LNG has created a new strategic dependency, exacerbated by financing from major European banks like ING and Crédit Agricole. It highlights a July 2025 trade agreement requiring the EU to purchase $750 billion in US energy by 2028 as evidence of US geopolitical leverage. The author warns that this dependency leads to price volatility, risks stranded assets due to LNG overcapacity, and threatens EU climate targets.

The report highlights that 'next generation geothermal' technologies, such as Enhanced Geothermal Systems (EGS), have expanded the geographic viability of geothermal power beyond volcanic regions. In the EU, approximately 43 GW of capacity could be developed at costs below 100 €/MWh, potentially generating 301 TWh of electricity annually. While Europe has a strong historical foundation in geothermal energy, the report warns that the EU risks losing its leadership to the US and Canada due to slow permitting and a lack of coordinated policy frameworks. It also notes geothermal's potential to meet the rising energy demands of AI data centres and its ability to provide firm, low-carbon power and mineral recovery, such as lithium.

The report argues that South Korea's heavy reliance on imported fossil fuels (84% of total energy supply) creates critical vulnerabilities to geopolitical conflicts in the Strait of Hormuz, Malacca Strait, and South China Sea, as well as climate-driven infrastructure risks. It posits that a rapid shift to renewables can mitigate these risks, reduce financial burdens associated with energy price volatility, and support the energy needs of advanced AI and defense systems. While acknowledging challenges such as China's dominance in critical mineral supply chains and cybersecurity risks associated with digitalized grids, the document concludes these are manageable through battery storage innovation, grid modernization, and supply chain diversification. It recommends integrating renewable energy goals explicitly into national security planning and the 12th Basic Plan for Electricity Supply and Demand.

The report argues that South Korea's heavy reliance on fossil fuel imports—approximately 84% of its total energy supply—creates significant national security vulnerabilities due to geopolitical tensions and climate risks. It posits that transitioning to renewable energy would reduce exposure to fragile maritime chokepoints, lower fiscal strain, and improve military readiness. While acknowledging challenges such as China's dominance in critical mineral supply chains and cybersecurity risks from digitization, the report concludes these are manageable compared to the structural risks of fossil fuel dependence. It recommends integrating renewable energy targets into national security planning and leveraging the newly created Ministry of Climate, Energy and Environment to coordinate a whole-of-government approach to energy resilience.

The report analyzes India's energy subsidy landscape in FY 2025 and FY 2026, highlighting a significant imbalance where fossil fuel subsidies are three times higher than clean energy subsidies. It details the fiscal strain on state governments due to rising electricity subsidies and the vulnerability of the national budget to global LPG and crude oil price volatility caused by conflict in the Gulf. The analysis argues for a strategic shift from recurring fossil fuel subsidies to one-time capital investments in renewable energy, electric cooking, and electric mobility to enhance energy security and fiscal sustainability.

The document positions renewable energy as a core pillar of Japan's national security, noting that the country's energy import dependency reached 87.4% in 2024. It argues that the current 7th Strategic Energy Plan is insufficient because it maintains high fossil fuel targets (30-40% by 2040) that conflict with 1.5°C climate goals. The author proposes a four-step policy framework—expanding grid capacity, accelerating permitting, expanding distributed energy, and utilizing long-term power purchase agreements—to achieve a clean energy ratio of 80% or more by 2040. This transition is estimated to potentially save up to 3.4 trillion yen in fossil fuel costs by 2035 and requires approximately 38 trillion yen in investment, which is roughly 25% of Japan's 150 trillion yen GX investment plan.

The report positions renewable energy expansion as a national security imperative for Japan, which had an energy import dependence of 87.4% in 2024. It argues that the current 7th Strategic Energy Plan is insufficient for the 1.5°C target and proposes a more ambitious pathway to reach 80-90% clean power by 2035-2040. Key recommendations include upscaling grid capacity, fast-tracking permitting, expanding distributed energy, and using long-term offtake agreements to lower capital costs. The document highlights Japan's potential in offshore wind, agrivoltaics, and perovskite solar cells as means to reduce reliance on imported fossil fuels and Chinese crystalline-silicon PV.

The report argues that India's reliance on liquefied petroleum gas (LPG) and piped natural gas (PNG) creates energy security risks and fiscal burdens due to high import dependence and subsidies. It advocates for a shift toward decentralized biogas for rural households and e-cooking for urban areas to align with net-zero goals. Fieldwork in Punjab, Rajasthan, and Uttarakhand shows that biogas is highly satisfactory and reduces firewood use by 70%, though high upfront costs remain a barrier. In urban centers like Delhi and Bengaluru, e-cooking is found to be cheaper in operational expenditure than LPG or PNG, with the potential to save the government up to INR 2.4 trillion in subsidies by 2050 under a high-growth scenario.

The study finds that while solar PV is the backbone of Nigeria's net-zero electricity system, the lowest-cost and most reliable pathways require a technology-neutral approach that includes nuclear power and natural gas with carbon capture and storage (CCS). Restricting these firm low-carbon technologies increases total installed capacity by approximately 50% and annual investment requirements by about 7%. Under baseline demand, net-zero timelines require average annual investments of US$7–10 billion, but a high-demand scenario aligned with Nigeria Agenda 2050 would increase average annual investment to US$35.8 billion and nearly triple total system costs.

The report finds that while over 75% of NATO countries include climate change and nearly 70% include food security in their security strategies, these issues remain siloed. Most concrete actions focus on military emissions mitigation and direct adaptation rather than the indirect security implications of food and water insecurity. The author argues that climate-driven disasters create vulnerabilities that adversaries like Russia and China exploit through disinformation, weaponized migration, and food weaponization. The report recommends updating NATO's baseline resilience requirements and targeting investments toward "stability multipliers" that address the nexus of climate, food, and security both domestically and in the developing world.

The report analyzes the financial needs and current tools supporting the low-carbon transition of China's coal power sector, which is estimated to require over ten trillion yuan in funding. It evaluates existing domestic transition finance catalogs and debt instruments, compares them with international standards—such as those in Singapore and ASEAN—and examines multilateral mechanisms like JETP and ETM. The document concludes with six action recommendations to improve standard systems, optimize financing mechanisms, and leverage the leadership of central enterprises to ensure a credible and just transition.

The report argues that South Korea's heavy reliance on imported fossil fuels (84% of total energy supply) creates critical security vulnerabilities exposed to geopolitical conflicts and climate-driven disruptions. It posits that a rapid shift toward renewables can mitigate these risks, reduce financial burdens on the state, and support the energy demands of advanced defense and AI technologies. While acknowledging challenges such as China's dominance in critical mineral supply chains and cybersecurity risks associated with grid digitalization, the document concludes these are manageable through diversification, battery storage innovation, and strategic policy integration.