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KRAFT is a collaborative research initiative (2025–2030) involving SEI, FOI, KTH, and Lund University, focused on managing cascade effects between critical supply systems such as food, drinking water, and energy. The project employs scenario planning, modeling, and network analysis to identify inter-sectoral dependencies and develop tools for prioritizing critical flows during crises to enhance societal resilience from the municipal to the international level.

Malaysia faces significant fiscal and energy security risks due to its heavy reliance on oil and gas exports, particularly LNG shipments to Japan, South Korea, and China. The document highlights a growing crude oil trade deficit and the threat of stranded assets as global demand shifts. To mitigate these risks, the report recommends diversifying into green manufacturing, hydrogen, and carbon capture services, while establishing a Sustainable Energy Transition Fund and a Just Transition Commission to support displaced workers in resource-dependent regions like Sabah and Sarawak.

The report examines 'coal transition credits' (CTCs) as a mechanism to accelerate the phase-out of coal-fired power plants in Southeast Asia. While proponents suggest CTCs can unlock private finance for early retirement and just transition measures, a survey of 10 experts reveals widespread skepticism. Key concerns include the risk of carbon leakage, where retired capacity is replaced by other fossil fuels, and the difficulty of establishing conservative baselines to prove additionality. Experts warn that CTCs could create perverse incentives, rewarding polluters and encouraging the delay of retirements to maximize credit issuance. Furthermore, the report highlights structural barriers in Southeast Asia, such as young coal plant fleets and rigid power purchase agreements, and notes that current methodologies, including Verra's VM0052, may have loopholes regarding 'captive' coal plants. The findings suggest that without rigorous guardrails and a focus on public finance, CTCs risk being a tool for greenwashing rather than a driver of genuine climate impact.

Thailand's draft revised power development plan (RPDP) targets a 51% renewable energy share by 2037, up from a previous target of 36%. Despite plans to phase out up to 8 GW of fossil fuel capacity by 2037, the RPDP still includes 6.3 GW of new gas capacity. The report warns that increasing reliance on imported liquefied natural gas (LNG)—which is projected to reach 60% of the gas mix by 2035—exposes Thailand to price volatility and geopolitical risks, as evidenced by a 141% surge in the import bill between 2021 and 2022. The document suggests that Thailand could be more aggressive in transitioning away from fossils to avoid economic vulnerability and stranded assets.

The report proposes a cost-optimal energy pathway for Thailand through 2037, suggesting that increasing solar capacity by 89% and battery storage by 60% relative to the draft revised power development plan (RPDP) 2024 can save $1.8 billion in power generation costs. This pathway aims to meet rising electricity demand from data centres (projected 10 TWh increase) and electric vehicles (projected 3.3 GW peak load increase) while reducing natural gas imports by 1,815 billion cubic feet. The analysis finds that wind energy is not financially viable without a 10% annual CAPEX reduction, suggesting imported hydropower from Lao PDR as a more cost-effective alternative.

The policy brief highlights the reliance of the nascent next-generation geothermal industry on a global supply chain and urges the U.S. government to ensure FEOC tax credit rules do not obstruct development.

The report argues that interconnectors are critical for European energy security, having prevented three major blackouts in the last five years and providing a lifeline to Ukraine and Moldova during Russian aggression. It highlights that 55% of Europe's power system remains at risk due to limited import options, with Spain, Ireland, and Finland being particularly exposed. The document also details the vulnerability of infrastructure to sabotage, citing nine incidents in the Baltic Sea, and calls for accelerated deployment of new capacity and strengthened security measures to protect the grid from hybrid warfare.

Mexico possesses world-leading solar resources that could technically supply 90% of its electricity when paired with battery storage. While reaching a 45% clean electricity target by 2030 could reduce US gas imports by 20%, a more ambitious 'solar superpower' scenario could eliminate these imports entirely. However, high local installation costs—38% higher for solar and nearly double for batteries compared to global averages—act as a significant barrier to this transition.

The document argues that common myths about renewable energy are outdated and unsupported by evidence. It provides data showing that solar and wind are now the cheapest sources of new power generation, with costs falling up to 90% since 2010. It asserts that modern grids can manage intermittency through storage and diversification, and that renewables have significantly lower impacts on wildlife, public health, and waste compared to fossil fuels. Specific case studies, such as the April 2025 Iberian Peninsula blackout, are used to demonstrate that grid instability is often caused by technical planning issues rather than the presence of renewables.

China's historical economic growth, driven by a six-fold increase in coal consumption, is now constrained by high import dependence on oil and gas, dwindling coal reserves, and severe environmental costs including carbon emissions that account for one-third of the global total.

China is rapidly transitioning its energy system through massive investment in renewables, grid infrastructure, and whole-economy electrification. This shift is moving China toward a peak in fossil fuel use and is driving down the global cost of clean technologies, enabling emerging markets to leapfrog traditional development paths and potentially triggering a structural decline in global fossil fuel demand by 2030.

The report argues that G20 countries are locked into oil and gas systems due to economic, geopolitical, and institutional factors, despite climate commitments. It highlights a contradiction where G20 nations are on track to produce and consume more than twice the fossil fuels permitted under a 1.5°C pathway. The document analyzes the role of National Oil Companies (NOCs), the limitations of carbon capture and storage (CCS), and the regressive nature of fossil fuel subsidies. It proposes a 'Just Transition Taxonomy' to ensure the phase-out protects workers and marginalized communities, particularly in the Global South, and recommends legislating national phase-out plans and redirecting subsidies toward renewable energy.

The report advocates for 24/7 Carbon-Free Energy (CFE) as a mechanism to ensure a just energy transition. By requiring corporations to match their electricity consumption with carbon-free generation on an hourly and local basis, 24/7 CFE incentivizes a diverse portfolio of energy resources beyond just wind and solar, including next-generation 'clean firm' technologies. This approach is presented as a way to create high-quality, permanent jobs for dislocated fossil fuel workers, reduce local air pollution, and enhance grid resilience. The document aligns 24/7 CFE with the G20's Just and Inclusive Energy Transition (JIET) Compact and provides best practices for corporate buyers to maximize social and economic benefits through community engagement and equitable hiring.

The report argues that while coal's share of power generation in China has reached historic lows, institutional inertia—including capacity payments, inflexible dispatch rules, and a lack of a national retirement strategy—continues to drive high levels of new coal capacity additions. It highlights a disconnect where clean energy is growing rapidly but is often offset by the continued expansion and protection of coal assets, which are not fulfilling their intended role as flexible backups for renewables.

The BTC 2025 Communications Toolkit offers tailored messaging strategies to promote the clean energy transition in Britain. It advises communicators to focus on progress, economic prosperity, and community benefits while avoiding the vilification of the oil and gas industry. The guide breaks down specific appeals for five audience segments: Progressive Activists, Incrementalist Lefts, Established Liberals, and Traditional Conservatives, emphasizing the need to speak for the majority who support renewables rather than focusing on a loud minority of dissenters.

The report examines the intersection of Japan's energy policy and national security, arguing that a faster shift to renewables—potentially reaching 70% of electricity generation by 2035—would mitigate risks associated with fragile fossil fuel supply chains and geopolitical instability. While acknowledging challenges such as China's dominance in clean energy supply chains and cybersecurity risks, the authors contend these are manageable compared to the vulnerabilities of continued fossil fuel dependence. The document recommends greater inter-ministerial coordination between energy, defense, and diplomatic agencies to prioritize renewables as a national security imperative.

The report examines how climate hazards—including sea-level rise, extreme heat, and flooding—threaten Indonesia's military infrastructure, food security, and territorial sovereignty. It highlights the strategic risks of continued coal dependence, such as public health crises and corruption, while positioning the renewable energy transition as a critical national security priority to enhance economic competitiveness and geopolitical stability.

The Clean Air Task Force (CATF) recommends that Poland update its nuclear strategy to include a transparent financing model, a clear role for Small Modular Reactors (SMRs), and a detailed roadmap for its second nuclear power plant (EJ2). The report argues that nuclear power is essential for Poland's decarbonisation, noting that in some modelled scenarios, nuclear capacity could reach 21 GW by 2050. CATF specifically advises against the reprocessing of spent nuclear fuel due to proliferation risks and suggests that Poland leverage SMRs to decarbonise industrial sites and district heating. Additionally, the report calls for stronger regional collaboration within Central and Eastern Europe to build a resilient nuclear supply chain and workforce.

The report examines the intersection of Japan's energy policy and national security, arguing that a rapid shift toward renewable energy—potentially reaching a 70% electricity share by 2035—would mitigate risks from volatile fossil fuel supply chains and enhance diplomatic and military autonomy. It identifies critical vulnerabilities in current maritime fuel routes and suggests that the resulting cost savings from reduced imports could fund defense procurement. While acknowledging challenges such as China's dominance in clean energy supply chains and cybersecurity risks, the document asserts these are manageable through diversification and technical innovation. It recommends stronger coordination between the Ministry of Economy, Trade and Industry (METI), the Ministry of Foreign Affairs, and the Ministry of Defense to integrate climate security into national strategy.

Two years after the COP28 agreement to triple global renewable capacity by 2030, national targets remain largely stagnant. As of July 2025, the global sum of national targets has increased by only 2% since COP28, reaching 7.4 TW, which is significantly below the 11 TW required to meet the tripling goal. Only 22 countries have updated their targets, with the majority of these being EU member states revising plans through the National Energy and Climate Plan (NECP) process. Most non-EU updates occurred through routine planning cycles rather than as a direct response to COP pledges. Major electricity markets, including the US, Russia, and Canada, have either not set explicit targets or are unlikely to update them in 2025.