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In 2025, renewable energy reduced annual electricity bills for households in Türkiye by an average of 9%, with some monthly savings reaching 17%. While renewables lowered wholesale electricity prices by up to 45%, the benefit to end-consumers is limited by a regulated tariff structure. The report highlights that 2.5 million households are expected to transition to the non-subsidized Last Resort Supply Tariff (LRST) in 2026, potentially doubling their bills, though renewable growth may mitigate this. Additionally, implementing hourly demand-side management could increase annual household savings to 15.7%, equivalent to two months of bills.

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 document highlights the growing role of energy storage in supporting the global transition to renewable energy, noting that combined wind and solar capacity has reached 3,222 GWac. It identifies China, the U.S., and the EU as leaders in total capacity, while emphasizing the trend of colocating storage with renewables in emerging markets like Chile, Türkiye, Australia, and Nigeria to manage curtailment and grid instability. Specifically, Chile is identified as the leader in Latin America, utilizing BESS to address transmission constraints and target 80% renewable electricity generation by 2030.

The document examines energy storage as a structural resource for flexibility in Latin American electrical systems facing high penetration of variable renewable energy. It highlights that while Chile leads in battery deployment to manage curtailment, other countries like Colombia, Peru, and Brazil are at earlier stages, often focusing on reliability or specific industrial uses. The report argues that the primary barriers to deployment are institutional and regulatory rather than technological, and recommends shifting from a capacity-focused approach to a functional one that prioritizes specific flexibility needs.

The document proposes tripartite contracts to address high electricity prices and market volatility in Europe, which currently hinder industrial decarbonisation. By placing a public contracting entity between clean energy generators and industrial consumers, these agreements aim to provide long-term revenue certainty for developers and fixed price certainty for industries. The brief highlights that while technologies for low- to medium-heat processes are ready, market gaps and electricity taxation remain barriers. It notes that the European Commission is developing such agreements for offshore wind, grids, and storage, drawing on practices from Spain, France, and Italy.

Renewvia deployed a 75-connection Okra mesh-grid in Emakalakala, Nigeria, in 2024 to address system-wide blackouts and high costs associated with its existing mini-grids. The mesh-grid pilot achieved 99.1% uptime, reduced capex per connection by approximately 50%, and shortened the payback period by 3 years. These results led Renewvia to shift its strategy toward a pipeline of over 21,000 mesh-grid connections over the next 18 months and the launch of an appliance financing pilot.

Ember's response to India's draft National Electricity Policy 2026 argues for a shift from sequential to co-optimised generation and transmission planning to resolve bottlenecks and stranded assets. The brief recommends deploying grid-enhancing technologies to manage the rise of inverter-based resources, unbundling state transmission utilities to increase private sector participation, and reforming DISCOM procurement to avoid over-reliance on long-term coal contracts. It also calls for a robust data-sharing and cybersecurity framework to manage the increasing volume of electricity data from distributed energy resources.

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 European security of supply planning and clean procurement policies have been uncoordinated, often resulting in capacity mechanisms that favor fossil fuels and contracts that distort short-term market signals. It proposes a shift toward 'market-aligned' contracting—such as index REC structures—and co-optimized multi-product markets that separately value energy, capacity, and clean attributes to attract clean investment without sacrificing operational efficiency.

China experienced a record surge in coal power commissioning and project proposals in 2025, despite a decline in actual coal power generation and the rapid growth of clean energy and storage. The report highlights a growing gap between investment decisions and system realities, noting that new capacity is dominated by large, inflexible units designed for baseload operation. This trend risks creating stranded assets and structural barriers to decarbonisation. The authors argue that the 15th Five-Year Plan must end net coal capacity growth and shift coal's role from a primary energy source to a flexible, residual support system to meet 2030 climate targets.

To align with a 1.5°C pathway, the EU must increase wind and solar generation by a factor of 2 to 2.5 by 2030, reaching 1,618–1,861 TWh. This requires adding nearly 700 GW of new capacity (580 GW solar, 120 GW wind) by 2030. While current wind rollout is broadly consistent with these benchmarks, solar deployment is lagging, with a projected capacity gap of almost 160 GW by 2030. The report argues that fossil fuels must exit the EU power sector by 2035, with wind and solar providing 86% of electricity generation by 2050.

The document outlines outcomes from a May 2025 workshop involving 27 Swedish stakeholders to address vulnerabilities in electric bus fleets. Key challenges identified include grid capacity constraints, the impact of cold weather on battery range, and fragmented data standards. The guide proposes a 'prepare-absorb-recover-adapt' framework and offers specific recommendations, such as conducting depot-grid capacity studies before tenders, establishing reduced-service plans for power outages, and creating a common data standard for monitoring state-of-charge and charger uptime. It further suggests aligning contract terms with the longer lifespan of depot infrastructure and developing decision-support tools for backup power options like battery storage or hybrid generators.

In 2025, India's renewable energy curtailment was primarily driven by transmission infrastructure mismatches and system-wide emergency conditions managed via Tertiary Reserve Ancillary Services (TRAS). While non-fossil fuel capacity reached 266.7 GW by December 2025, the gap between rapid project deployment and slower transmission construction led to significant energy loss, particularly for projects under temporary general network access (T-GNA). Emergency TRAS-down events, often triggered by demand forecasting errors, also caused notable curtailment, such as 93.3 GWh of solar output on 12 October 2025.

The document identifies that while prioritizing renewable energy investments offers the highest synergetic potential for economic growth and emission reductions in Kenya, significant trade-offs exist between climate goals and industrialization. It highlights a critical conflict between the deployment of renewable energy and electricity affordability, noting that high tariffs driven by infrastructure investments hinder equity. The brief also identifies institutional barriers, including public debt, corruption, and skewed decision-making representation, as primary drivers of policy incoherence.

The Union of Concerned Scientists analysis finds that Michigan's electricity demand could nearly double by 2050, driven significantly by AI-related data centers. While current policies may lead to increased fossil gas capacity and emissions due to an energy export loophole, a proposed CO2 reduction policy could enable Michigan to meet 95% of its 2050 demand with renewables and low-carbon sources, avoiding $3.5 billion in local health costs and $408 billion in global climate damages.

The document highlights the role of vehicle-grid integration (VGI) and bidirectional charging in supporting California's transition to a clean grid. It notes that while the state requires massive investments in new energy resources and transmission to meet the 100 Percent Clean Energy Act (SB 100) targets, the use of electric vehicle (EV) batteries as energy storage can lower these costs. Specifically, it suggests that 50 percent V2G enrollment could save over $10 billion annually in grid costs by 2045.

The SET 2026 report assesses 21 Indian states on their electricity transition, finding that progress is fragmented and that leadership in one area, such as decarbonisation, does not automatically ensure system-wide readiness. While states like Karnataka and Himachal Pradesh lead in decarbonisation, and Delhi and Haryana excel in power ecosystem readiness, most states face structural gaps in areas like smart metering, energy storage, and DISCOM financial health. The report emphasizes the need for coordinated state-level interventions to align capacity additions with grid readiness and market-enabling policies.

The document details the global nickel market, highlighting Indonesia's dominance in production and the shifting demand from stainless steel toward electric vehicle batteries. It outlines the technical processing pathways for Class I and Class II nickel, the geopolitical impact of export bans, and the environmental footprints associated with different mining and refining methods.

As of October 2025, the all-in capex for large, long-duration utility-scale BESS projects outside China and the US is approximately $125/kWh, resulting in a Levelised Cost of Storage (LCOS) of $65/MWh. This cost reduction is driven by cheaper Chinese-manufactured equipment, longer battery lifetimes, and improved efficiencies. Consequently, dispatchable solar—storing 50% of daily generation—is estimated to cost $76/MWh, making it a highly competitive option for meeting global energy demand growth.

The report outlines a methodology for financial institutions to assess the transition risks and opportunities of power companies in Southeast Asia using three analytical pillars: transition footprint mapping, investment alignment, and dependency mapping. It leverages asset-level data from Global Energy Monitor to help institutions evaluate asset bases, project pipelines, and systemic barriers to decarbonization.