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Analysis of draft NECPs indicates that while EU member states have significantly increased wind and solar targets since 2019, the current trajectory falls short of REPowerEU goals. Renewables are projected to generate 66% of EU electricity by 2030, missing the 72% target. The report highlights a lack of data transparency in the drafts, particularly regarding power system flexibility and post-2030 decarbonisation pathways.

The Rural Energy Savings Program (RESP) provides zero-interest loans to eligible entities, such as electric cooperatives and green banks, to fund energy efficiency, renewable energy, and electrification improvements for rural households and small businesses. The program leverages Rural Utilities Service loans and allows for repayment via utility bill line-items. A proposed House version of the Farm Bill seeks to expand the program by codifying green banks as eligible borrowers, adding manufactured home replacements to eligible measures, introducing grants for technical assistance and repairs, and reauthorizing funding through 2029.

The South African electricity market is dominated by coal-fired power from Eskom, but is currently characterized by severe rolling blackouts and rising tariffs. This has driven a growing energy services (ES) market comprising rooftop solar PV, energy storage, and energy efficiency (EE). The ES value chain is primarily dominated by small- and medium-sized enterprises (SMEs). Policy drivers include the Integrated Resource Plan (IRP) 2019, the Carbon Tax Act, and the removal of the licensing threshold for embedded generation. While rooftop solar is popular, energy storage is in early stages—with Lithium-Ion being most promising for short-duration use—and energy efficiency faces barriers such as a lack of reliable performance data.

The United States is experiencing a surge in data center power demand, projected to reach 35 GW by 2030, which risks driving utilities toward increased natural gas generation. RMI proposes that data center operators can instead support grid reliability and decarbonization by maximizing energy efficiency (e.g., AI-driven cooling), enhancing demand flexibility to shift workloads, deploying Grid-enhancing technologies (GETs), and negotiating green tariffs for renewables and storage. The document emphasizes that these actions can set a precedent for other upcoming large loads, such as electric vehicles and industrial onshoring, while urging regulators to ensure equitable cost allocation and transparent planning.

The document examines the limitations of current GHG accounting, particularly the Scope 2 Market-Based method, which allows companies to claim zero emissions through annual matching of renewable energy certificates (RECs) without necessarily reducing actual grid emissions. The authors propose a dual approach: improving attributional accounting to require hourly and locational matching of carbon-free electricity (CFE) to consumption, and implementing consequential accounting to measure the actual marginal impact of company actions on the atmosphere. This framework aims to incentivize a diverse portfolio of CFE, including firm and dispatchable resources, rather than just low-cost variable renewables.

The document argues that rapid deployment of clean flexibility—specifically battery storage, demand-side flexibility, and grids—is essential to avoid renewable energy curtailment and price cannibalisation in the EU. It recommends that Member States integrate clean flexibility into National Energy and Climate Plans (NECPs) and national strategies before 2026, introduce curtailment caps for countries with over 50% renewable generation, and create local constraint markets. Additionally, it calls for legal frameworks that allow distributed flexibility sources to participate in energy markets, improved data transparency on network congestion and storage capacity, and the use of time-of-use tariffs to incentivise consumer participation while protecting low-income households.

The report outlines a vision for the San Joaquin Valley (SJV) to leverage its land and industrial base to become a hub for clean energy, focusing on solar, bioenergy, and hydrogen. Using modeling from the RAND Corporation, it argues that a diverse energy portfolio can create thousands of high-wage jobs and reduce local pollution. The authors emphasize the need for a coordinated, valley-wide community benefits framework to ensure that rural and disadvantaged communities receive equitable economic gains from new developments.

The document examines the integration of clean electrolytic hydrogen into the U.S. electric system, emphasizing its potential as long-duration energy storage for 'last mile' decarbonization. It analyzes how the design of the Section 45V tax credit—specifically the 'three pillars' of incrementality, temporal matching, and deliverability—will determine whether hydrogen production increases net greenhouse gas emissions or supports grid reliability. The authors warn that without these pillars, electrolysis could drive significant load growth (up to 32% by 2032) and potentially increase emissions. The brief also highlights risks related to NOx emissions, water consumption, and public safety, urging developers to engage early with host communities to ensure an equitable transition.

The Espejo de Tarapacá project, designed to combine a 300 MW pumped-storage hydroelectric (PSH) plant and a 561 MW-AC photovoltaic (PV) solar plant in Chile, was formally closed in October 2022 before construction began. Despite initial alignment with Chile's decarbonization goals, the project failed because the Project Company could not secure a power-purchase agreement (PPA) or private investors. The evaluation found that the project's relevance declined as the Chilean government prioritized market competition and lithium-based storage over the preferential treatment requested for PSH. While the project failed its primary energy goals, it achieved some positive social outcomes through community engagement in San Marcos and Rio Seco, including women's empowerment and the establishment of a community office. The report concludes that the GCF lacked sufficient risk analysis during formulation, was too slow in reviewing restructuring proposals, and failed to provide the promised high-level policy advocacy to the Chilean government.

The document asserts that zero-carbon electricity grids are possible and debunks myths regarding the need for fossil fuel backups or the risk of grid overload from renewables. It highlights that wind and solar costs fell by 55% and 85% respectively between 2010 and 2020, and that countries like Denmark, Portugal, and Uruguay are already demonstrating high renewable integration. However, a significant bottleneck exists in grid infrastructure, with 3,000 GW of renewable projects awaiting connection across several major economies. The briefing recommends a cross-sector approach integrating heating, cooling, and industry, alongside investments in digitalisation, storage, and cross-border interconnectors to ensure stability and efficiency.

The report argues that next-generation geothermal technologies, specifically Enhanced Geothermal Systems (EGS) and closed-loop systems, can expand U.S. geothermal resource potential from 40 GW to over 5,000 GW by engineering reservoirs in ubiquitous hot rock. It outlines a two-phase pathway: reaching 'liftoff' by 2030 through 2-5 GW of deployment across 5-10 geologic settings, followed by scaling to 90-132 GW by 2050. Key barriers identified include high up-front capital costs, long federal permitting timelines (7-10 years), and the need for power purchase agreements (PPAs) that value clean firm and flexible power. The report highlights that the industry can leverage the existing oil and gas workforce and supply chain to accelerate deployment.

The PEN 2022-2052 is a long-term planning exercise by Colombia's UPME to transition the national energy matrix toward sustainability and decarbonization. It analyzes five scenarios—Actualization, Modernization, Inflexion, Innovation, and Energy Transition—ranging from conservative technological updates to ambitious transformations. Key focus areas include the electrification of transport, the integration of non-conventional renewable energy sources (FNCER), the development of a hydrogen economy, and the potential introduction of Small Modular Reactors (SMR). The report emphasizes that while Colombia has the capacity for carbon neutrality, current trajectories may not meet the 2030 NDC goal of a 51% emission reduction without accelerated implementation of efficiency and substitution measures.

To meet its 2045 clean energy goals, California must roughly triple its energy capacity, but faces significant barriers in grid infrastructure, interconnection processes, and land use. The document proposes solutions such as grid-enhancing technologies, interconnection reforms with equity considerations, and incentivizing clean energy on built environments or disturbed lands.

In 2022, the United States had over 4.2 million climate jobs, with clean energy job creation outpacing overall job growth. Energy efficiency was the largest sector with 2.2 million jobs, followed by public transportation (821,220) and electricity transmission and distribution (over 703,000). Significant growth was observed in clean vehicles, which grew by 14.7%, and grid modernization, which saw an 11.6% increase in electricity transmission and distribution. Federal laws like the Inflation Reduction Act are expected to create over 303,500 annual construction jobs and 100,000 permanent jobs. Adaptation and resilience jobs are emerging across all 50 states, though exact total figures are unavailable.

The report examines how grid-enhancing technologies (GETs) can address interconnection bottlenecks in the PJM region, potentially enabling 6.6 GW of new solar, wind, and storage projects by 2027 and providing approximately $1 billion in annual production cost savings.

In 2023, EU fossil fuel generation fell to less than a third of the electricity mix (33%) for the first time, driven by a record 26% drop in coal generation. Wind and solar combined for 27% of EU electricity, with wind surpassing gas power for the first time. While solar capacity grew by 56 GW, wind generation growth remains inconsistent and below the 15% annual increase needed for REPowerEU targets. EU electricity demand fell by 3.4% in 2023 to its lowest level since 2001, though a rise of 2-3% is projected for 2024. To support this transition, the EU requires significant grid investments—estimated at €584 billion by 2030—and an increase in storage capacity to 200 GW by 2030 to manage variable renewable energy and reduce curtailment.

The U.S. clean energy sector saw record growth in 2023, particularly in solar installations and EV sales, supported by the Inflation Reduction Act and Bipartisan Infrastructure Law. However, the transition faces significant headwinds from rising interest rates, supply chain shortages for transformers, and a lagging transmission system. To meet 2035 carbon-free electricity goals, annual renewable installation rates must nearly double, and transmission capacity may need to double or triple.

The document argues that limiting global warming to 1.5°C requires a radical shift in financial flows, moving away from fossil fuel expansion toward sustainable energy. Based on IEA data, it proposes a 6:1 ratio for banks: investing six times more in sustainable electricity supply than in fossil fuels by 2030. It specifies that 'sustainable' energy should focus on mature technologies like solar, wind, grids, and storage, while excluding nuclear, biomass, and carbon capture (CCUS).

The report examines hydropower in northern Sweden, specifically the Norrbotten region, amidst rising energy demands from 'fossil-free steel' and battery production. It highlights the shift of hydropower from baseload capacity to a flexibility and storage role to support intermittent wind and solar power. This transition, alongside industrial growth, increases the risk of 'hydropeaking'—rapid fluctuations in river flow—which threatens freshwater biodiversity and fish species like salmon and brown trout. The document analyzes the Swedish National Plan for Hydropower Permit Reviews (NAP), noting the trade-off between environmental restoration and a national production loss limit of 1.5 TWh/year. It concludes that while climate change may increase water run-off and production potential, sustainable management requires integrated economic and ecological frameworks and broader stakeholder inclusion.

The report identifies a 250 GW potential for 'clean repowering' in the United States, where new clean energy projects are sited at existing interconnection points to bypass interconnection delays and leverage Inflation Reduction Act (IRA) incentives. It highlights two primary pathways: 'Surplus Interconnection Service' for adding capacity to operating plants and 'Generator Replacement' for replacing retiring plants. These strategies aim to reduce interconnection timelines from years to months while supporting energy communities through tax credits and loan guarantees.