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The Art of the Deal: How Africa Should Play Its Cards in a New Era of Minerals Diplomacy
The document examines the Trump administration's efforts to secure critical minerals and reduce dependence on China, focusing on proposed deals in Ukraine and the DRC. It argues that these 'minerals-for-security' arrangements face significant feasibility hurdles and risk mirroring neocolonial patterns. The author recommends that African nations adopt 'strategic neutrality' and focus on domestic value addition to maximize their agency in the global energy transition.
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Document type: Briefing
Electric Vehicle Charge Up
The U.S. public EV charging network grew more than six-fold between 2016 and 2025, reaching nearly 196,000 ports. While California leads in total numbers and northeastern states lead in density, significant coverage gaps remain in the southern, central, and plains regions. To support a projected 33 million EVs by 2030, the U.S. may need 1 million additional public chargers, including 170,000 DC fast chargers.
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Document type: Policy brief
ArcelorMittal : les actionnaires doivent voter contre les résolutions de routine
Reclaim Finance calls on ArcelorMittal shareholders to vote against routine resolutions at the May 6 general meeting, arguing that the company maintains a high dependency on coal and lacks a credible transition to cleaner production technologies.
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Document type: Statement
Symbolism to Transformation: An Analytical Stocktake of the African Union’s G20 Membership
The African Union's admission as a permanent member of the G20 in September 2023 represents a shift in global economic governance, increasing the G20's global population representation from 65% to 80%. Historically, the G20 has been viewed as favoring advanced economies, with initiatives like the 2017 Compact with Africa (CWA) and the 2021 debt service suspension initiative (DSSI) criticized for serving the interests of wealthier nations or creditors. The AU's debut at the November 2024 Rio de Janeiro summit focused on priorities including financial system reform, food security, and climate resilience. However, the document warns that rising nationalism, specifically the 'America First' agenda of the Trump administration, poses a threat to the multilateralism necessary for the AU's effectiveness. To move beyond symbolism, the paper argues the AU must leverage the African Continental Free Trade Area (AfCFTA) to increase aggregate purchasing power—projected to reach USD 1.8 trillion by 2035—and emulate the European Union's model of policy harmonization to attract global investment.
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Document type: Research paper
PLANIFICACIÓN ENERGÉTICA DE LARGO PLAZO
The PELP 2023-2027 report outlines three development scenarios for Chile: Slow Recovery, Carbon Neutrality, and Accelerated Transition. It projects a significant shift toward renewable energy, primarily wind and solar photovoltaic, and identifies critical transmission expansion needs. A key innovation is the introduction of Electric Generation Development Poles (PDGE) in the provinces of Antofagasta and Tocopilla to optimize renewable energy deployment. The report also analyzes the role of green hydrogen, energy storage, and the phased retirement of coal-fired power plants to meet 2050 carbon neutrality goals.
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Document type: Report
LONG-TERM ENERGY PLANNING
The PELP 2023-2027 establishes three development scenarios—Slow Recovery, Carbon Neutrality, and Accelerated Transition—to project Chile's energy needs and supply through 2060. The plan emphasizes the expansion of wind and solar photovoltaic generation, the integration of energy storage, and the phased retirement of coal-fired power plants. A key innovation is the introduction of Electric Generation Development Poles (PDGE) in the provinces of Antofagasta and Tocopilla to optimize transmission and promote renewable energy. The report also analyzes the role of green hydrogen in decarbonizing industry and transport, and assesses the resilience of the National Electric System (NES) against climate-induced hydrological and wind variability.
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Document type: Report
Actualización del procedimiento formal para otorgar estatus de observador permanente en el Instituto Interamericano para la Investigación del Cambio Global
A briefing from the Executive Directorate of the Inter-American Institute for Global Change Research (IAI) proposing an updated, simplified procedure for granting permanent observer status to states and organizations.
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Document type: Briefing
10th Three Seas Summit: From gas trap to clean power and connectivity
The briefing assesses the energy transition of the Three Seas Initiative (3SI) region, noting that while some countries have reduced gas demand and integrated grids, Russian gas imports rose in 2024 for several members. It warns that planned expansions of LNG and pipeline capacity by 2030 risk creating stranded assets due to declining demand. The author recommends that the 10th Three Seas Summit focus on a 2027 Russian gas phase-out, the creation of a 'Transmission Highway' for clean power, and the development of regional energy hubs.
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Document type: Briefing
Consult, Communicate, Collaborate
The guide advocates for a holistic community engagement strategy to secure a 'social license' to operate, reducing the risk of permitting delays and project cancellations for energy and infrastructure deployments.
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Document type: Guide
Earth Day: Fastest-Warming U.S. Cities and States
Analysis of NOAA data shows that all 50 U.S. states and 99% of 242 analyzed cities have warmed since 1970. Alaska was the fastest-warming state (+4.3°F), while Reno, Nevada, saw the highest city-level increase (+7.8°F). The contiguous U.S. has warmed by approximately 2.8°F, exceeding the global warming limit of 2.7°F (1.5°C). The document advocates for a clean energy transition through zero-emission vehicles, solar and wind power, and heat pumps to mitigate these trends.
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Document type: Fact sheet
Plan climat 2025 : Engie statu quo sur le gaz
The analysis finds that Engie's 2025 climate plan lacks a phase-out date for fossil gas and continues gas expansion through new plants and LNG contracts. While renewable targets increased to 95 GW by 2030, the company remains on a 'well below 2°C' trajectory rather than 1.5°C, with a decarbonization goal of 2045 that contradicts IEA Net Zero scenarios. CAPEX for fossil technologies remains nearly stable, and the company's reliance on hydrogen and biomethane is viewed as a risk for perpetuating fossil systems.
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Document type: Report
Réponse au rapport de Reclaim Finance sur l’action climatique de la Caisse des Dépôts
The Caisse des Dépôts rejects Reclaim Finance's criticisms, asserting that its investment approach balances ecological transformation with national sovereignty. It highlights a commitment to mobilize 100 billion euros for ecological and energy transformation between 2024 and 2028, while defending its decision to keep specific holdings confidential to maintain constructive shareholder dialogue. The institution disputes Reclaim Finance's estimate of its fossil fuel exposure, stating its actual exposure is below 5 billion euros and that it applies strict exclusion criteria for unconventional fossils and coal.
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Document type: Statement
Türkiye Electricity Review 2025
The Türkiye Electricity Review 2025 reports that wind and solar power permanently overtook domestic coal generation in 2024, exceeding domestic coal's historic peak. While the total share of fossil fuels reached its lowest level since 1993, electricity demand growth continues to outpace the deployment of renewables.
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Document type: Report
Türkiye Elektrik Görünümü 2025
In 2024, Türkiye's combined wind and solar electricity generation reached 62 TWh, surpassing the historical peak of domestic coal production (53 TWh in 2019). While solar generation grew by 39% to reach a 7.5% share of total production, wind growth slowed, maintaining a 10.7% share. Despite a record high in total coal generation (122 TWh), making Türkiye the highest coal-producing country in Europe, the overall share of fossil fuels fell to 55%, the lowest since 1993, driven by a decrease in natural gas use. However, renewable growth has not kept pace with a 5.5% increase in electricity demand, which was driven by record temperatures in June and July. Türkiye's new 2035 targets aim to quadruple wind and solar capacity to 120 GW, which could potentially reduce the fossil fuel share of electricity production to below 20%.
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Document type: Report
Türkiye Electricity Review 2025
In 2024, wind and solar power in Türkiye permanently overtook domestic coal generation for the first time, reaching a combined share of 18% of electricity generation. Solar power saw a record year-on-year increase of 39%, while wind power growth slowed. Despite this, electricity demand grew by 5.5% in 2024, largely driven by record temperatures, meaning renewables are not yet expanding fast enough to fully displace imported fossil fuels. Türkiye has set ambitious 2035 targets to quadruple wind and solar capacity to 120 GW, which could potentially reduce the fossil fuel share of electricity to below 20%. However, the report notes that current 2030 targets are unambitious and that grid connection capacity remains a primary barrier to deployment.
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Document type: Report
BPCE: A growing climate delay
Reclaim Finance criticizes BPCE for its failure to implement ambitious exclusion policies for the oil and gas sector, noting that it continues to provide bond financing to major hydrocarbon developers and supports LNG expansion. The report highlights that BPCE is the only major French bank without decarbonization targets to reduce oil and gas exposure and maintains direct financing for gas fields, contrary to emerging European standards.
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Document type: Statement
Global Electricity Source Trends
In 2024, global electricity generation reached new record highs for solar, wind, hydro, gas, and coal. Solar was the fastest-growing source, increasing by 474 TWh to reach a 6.9% share of the global mix, with China contributing 53% of this growth. Wind generation also hit a record of 2,494 TWh, though growth slowed due to weather conditions. Hydro rebounded to an all-time high of 4,416 TWh following 2023 droughts, largely driven by China. Nuclear generation grew by 2.5% to 2,768 TWh, but its global market share fell to a 45-year low of 9%. Gas and coal both reached record generation levels in 2024, though their shares of the global electricity mix declined to 22% and 34% respectively, as electricity demand grew faster than their production.
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Document type: Report
The Big Picture
The report highlights solar power as the primary engine of the global energy transition, noting it surpassed 2,000 TWh of generation in 2024 and doubles every three years. While emerging drivers such as data centres, EVs, and heat pumps have structurally increased electricity demand, clean generation is projected to grow fast enough to meet this demand and drive a structural decline in fossil fuels by 2030. Central to this shift is the progress in China and India, where clean power deployment is breaking the historical link between economic growth and fossil fuel expansion, potentially tipping the global balance toward a decline in fossil generation.
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Document type: Report
Major Countries and Regions
The report examines the 2024 power sectors of China, the US, EU, India, Russia, Japan, and Brazil. Key trends include China's massive solar growth despite record coal generation, the US's first-time transition to wind and solar overtaking coal, the EU's record decline in coal, and Brazil's high renewable share. While India and China continue to see demand growth met partly by coal, the EU and US show a stronger shift toward clean energy, though the US remains reliant on gas.
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Document type: Report
世界電力レビュー2025
The World Electricity Review 2025 executive summary reports that low-carbon electricity exceeded 40% of global generation in 2024, driven by record growth in renewables, particularly solar. Despite this, fossil fuel generation increased slightly due to a surge in electricity demand caused by heatwaves, leading to record-high power sector emissions.
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Document type: Executive summary