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State-Led Planning, Development, and Procurement
The report identifies a 'planning gap' in deregulated U.S. power markets where short-term wholesale price signals and Clean Electricity Standards (CES) fail to incentivize long-lead time, capital-intensive technologies like nuclear, geothermal, and long-duration energy storage. To address this, the authors propose a 'hybrid market' approach called state-led planning, which consists of three core components: system needs assessments, technology development roadmaps, and state-led procurement. This framework allows states to provide the long-term revenue certainty required by investors while maintaining the operational efficiencies of competitive wholesale markets. The report highlights Illinois's Clean and Reliable Grid Affordability Act as a primary example of this approach in practice and discusses the role of FERC Order 1920 in improving regional transmission planning.
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Document type: Report
10 policy principles: What businesses need from governments to electrify faster
The We Mean Business Coalition outlines ten policy principles to help governments accelerate clean electrification by providing clear strategic direction, financial incentives, infrastructure investment, and regulatory standards. The framework emphasizes that while pathways vary by national context, governments must address system-wide barriers—such as grid connection delays and fossil fuel subsidies—to unlock large-scale business investment and enhance energy security.
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Document type: Policy brief
Strait Talk
The document reports that non-fossil sources reached a record 46.2% of the global electricity mix in April, with wind and solar accounting for 21.3%. It discusses how the instability of the Strait of Hormuz has exposed the fragility of fossil fuel supply chains, prompting countries like China, Poland, and the Philippines to accelerate electrification and renewable energy adoption. Despite this, global fossil fuel subsidies are expected to exceed USD 1 trillion this year, and major energy firms like Shell and BP are pivoting back toward traditional oil and gas models. The text also notes the climate risks evidenced by record heatwaves in Europe and record global carbon emissions in 2025.
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Document type: Newsletter
Tracking SDG7: The Energy Progress Report 2026
The 2026 Energy Progress Report reveals that the world is off track for all SDG7 targets by 2030. While Asia has made significant strides in electricity and clean cooking access, Africa's progress is stagnating or regressing due to a 'population trap' where demographic growth outpaces new connections. Renewable energy and energy efficiency improvements are slowing, with global progress heavily dependent on a small number of high-consuming economies. The report calls for a massive scale-up in finance and targeted infrastructure investments to prevent millions from remaining without basic energy services.
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Document type: Report
Tracking SDG7: The Energy Progress Report 2026
The report finds that while progress continues, momentum is fading across all SDG7 indicators. Electricity and clean cooking deficits are increasingly concentrated in Africa, where population growth often offsets gains in access. Renewable energy and energy efficiency improvements are too slow to meet 2030 targets, with global progress heavily dependent on a small number of high-consuming economies and significant investment gaps in developing nations.
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Document type: Executive summary
Let the Sun In: Clean Energy is the Cheapest Way to Meet Rising Demand
A national analysis comparing two futures for U.S. electricity demand growth through 2030 finds that a clean energy approach is significantly cheaper than a fossil fuel-heavy one. Relying on fossil fuels would add $29.7 billion annually to customer bills by 2030, whereas a clean energy scenario would reduce overall costs by $5.1 billion annually compared to the high fossil scenario. Furthermore, clean energy provides a hedge against price shocks; in a scenario similar to the 2022 price spike, clean energy would yield total savings of $13.5 billion per year compared to fossil fuel reliance.
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Document type: Report
Renewables save $750 million in electricity subsidies in Türkiye
In the first five months of 2026, Türkiye's renewable electricity generation reached a record 87 TWh, accounting for 61% of total generation. This surge, driven largely by exceptionally high rainfall boosting hydropower, pushed wholesale electricity prices to historic lows, particularly in May 2026. Consequently, the gap between market prices and regulated residential tariffs narrowed, resulting in a $746 million reduction in government electricity subsidies compared to the previous year. The report argues that to sustain these low prices and mitigate the risk of drought-induced price spikes, Türkiye must streamline permitting for storage-integrated wind and solar, hybrid plants, and rooftop solar installations.
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Document type: Report
100+ companies call for electrification to become an economic priority
Over 100 companies, representing more than $1.5 trillion USD in annual revenue, call for governments to accelerate the transition to clean electrification. They argue that reliance on volatile fuel markets undermines competitiveness and that electrifying transport, buildings, and industry is a cost-effective way to strengthen energy security. The statement urges international cooperation through bodies like the G7 and G20, and national policies focused on affordability, electricity market design, grid modernization, and clear electrification timelines.
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Document type: Statement
ghgp_open_letter_final-b6b0388b304e6894.pdf
The document is an open letter from energy systems researchers supporting the modernization of the GHGP scope 2 market-based method (MBM). The authors argue that the current MBM allows companies to claim zero emissions without a physical relationship between generation and demand, thereby failing as a legitimate value chain inventory and providing minimal real-world emissions impact. They advocate for the adoption of hourly matching, deliverability, and incrementality criteria to steer procurement toward new clean energy projects and technologies like energy storage and clean firm generation. While supporting the proposed updates, the signatories suggest strengthening them with an explicit age-based incrementality requirement to close gaps where legacy clean generators operate as merchant participants.
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Document type: Statement
The Road Not Yet Taken: Abundance by Design
The briefing advocates for a "soft energy path" based on efficiency and design rather than increasing energy supply. It argues that current anxieties over AI electricity demand and critical mineral shortages can be addressed through demand flexibility, efficiency, and system optimization rather than building more power plants and mines.
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Document type: Briefing
Critical Mineral Deep Dive: Lithium
This fact sheet from the Environmental and Energy Study Institute describes the role of lithium in the energy transition, its global supply chain, extraction methods, and the environmental and social impacts associated with its production.
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Document type: Fact sheet
La expansión del GNL socava los objetivos de la transición energética
Colombia is planning LNG import capacity that could exceed double its projected 2030 gas demand, potentially creating stranded assets and hindering its energy transition. While the country faces a domestic gas deficit and energy security risks from El Niño and geopolitical tensions, the report argues that current and planned projects—such as the SPEC LNG expansion and the Puerto Bahía or Coveñas terminals—could satisfy demand without the need for the full suite of nine planned initiatives. The document emphasizes that prioritizing flexible, temporary LNG capacity while shifting investment toward renewables and energy efficiency would align with Colombia's international climate leadership and its roadmap to reduce fossil fuel dependence by 90% by 2050.
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Document type: Briefing
Tripartite Contracting for Clean Electricity
The report proposes a tripartite contracting model for Europe, where a state-backed intermediary connects clean energy suppliers and industrial consumers. This mechanism aims to solve structural barriers in bilateral Power Purchase Agreements (PPAs), such as creditworthiness requirements for SMEs and the mismatch between variable renewable generation and industrial baseload demand. By pooling diverse technologies—including renewables, storage, and clean firm capacity—the intermediary can offer 24/7 clean power products and absorb counterparty risk. The document outlines an implementation roadmap involving the European Commission and Member States, emphasizing the need for harmonized Guarantees of Origin, improved two-sided Contracts for Difference (CfDs) design, and integrated grid planning.
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Document type: Report
Reconsidering Planned Generation
The document argues that rapid declines in clean energy costs and evolving grid needs make many planned coal plants economically risky. It introduces a five-indicator framework to identify high-priority candidates for reconsideration and suggests a phased approach to transitioning these projects to alternatives like solar paired with battery energy storage systems (BESS).
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Document type: Policy brief
Leveraging Renewable Energy Infrastructure for Mining Community Resilience
The report argues that while mining companies are increasingly adopting renewable energy for operational decarbonization, these investments should be leveraged through policy to benefit host communities. It provides a framework for integrating renewable energy into local content policies, emphasizing shared infrastructure, skills development, and long-term planning for post-closure transitions to ensure sustainable local development.
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Document type: Report
Reconsidering Planned Generation
The report argues that many planned coal plants in low- and middle-income countries (LMICs) are candidates for reconsideration due to declining costs of solar and battery storage, evolving grid needs, and the risk of long-term financial lock-in. It introduces a five-indicator framework—fuel source, initiation date, sunk costs, designed grid role, and evolution of grid needs—to prioritize plants for reevaluation. RMI's analysis suggests that solar paired with battery energy storage systems (BESS) is increasingly cost-competitive with new ultra-supercritical coal, potentially offering a more affordable and flexible alternative for modernizing grids.
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Document type: Report
Orderly reform of fossil fuel subsidies in Latin America: Case studies from Brazil and Colombia
The document analyzes fossil fuel subsidies in Brazil and Colombia, advocating for the creation of national inventories and a prioritized reform roadmap. It highlights the inefficiency of certain production subsidies, such as Brazil's REPETRO, and suggests redirecting savings toward renewable energy and social equity. Using regional examples, it warns against abrupt reforms, as seen in Bolivia, and recommends progressive, well-communicated strategies similar to those in Ecuador.
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Document type: Executive summary
10 Policy Principles to Seize the Electric Advantage
The policy brief proposes ten strategic principles for governments to unlock business investment in clean electrification. These include setting clear targets, reforming financial incentives to remove fossil fuel subsidies, modernizing electricity grids, and streamlining permitting processes. The document emphasizes that coordinated international signals and integrated industrial strategies are necessary to reduce policy uncertainty and overcome barriers such as high upfront costs and skilled labor shortages, aiming for electricity to account for approximately 35% of global final energy use by 2035.
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Document type: Policy brief
The Large Infrastructure and Leapfrogging Scenario
The Large Infrastructure and Leapfrogging scenario presents an optimistic pathway for Africa, benchmarking progress against historical trajectories in South Asia and South America. It focuses on accelerating the transition to modern energy systems and expanding digital connectivity to drive productivity and social benefits by 2050.
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Document type: Research paper
Rewiring Resilience: AI for Climate-Adaptive Power Grids in Asia-Pacific
The Asia-Pacific region is experiencing rapid renewable energy growth and rising electricity demand, which increases grid variability. Simultaneously, escalating climate extremes—such as heatwaves, droughts, and floods—create operational disruptions. The report argues that traditional reactive repairs and infrastructure hardening are insufficient, advocating for 'systemic adaptation' that accounts for cross-sector interdependencies. AI is presented as a critical tool to scale this adaptation by fusing fragmented datasets, orchestrating siloed analytical models, and augmenting decision-making under complexity.
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Document type: Report