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13 results
Clean energy stocks gain in value during Iran war
This briefing by Zero Carbon Analytics examines how the US-Israel invasion of Iran on 28 February 2026 triggered an energy crisis that accelerated the transition to clean energy. It analyzes the outperformance of clean energy equity funds over oil and gas funds, shifts in investor sentiment regarding the necessity of natural gas, and the impact of regional cost-of-capital differences on renewable energy investments.
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Document type: Briefing
Climate Conclusion: Challenges to Achieving a Low-Carbon Future
This report by the Institute for Security Studies outlines the challenges Africa faces in transitioning to a low-carbon future, emphasizing that the region will suffer disproportionately from climate change despite its low contribution to the cause. It argues for a gradual energy transition, the necessity of climate finance, and the implementation of a fair global carbon tax to support sustainable development and resilience.
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Document type: Report
Asian countries most at risk from oil and gas supply disruptions in Strait of Hormuz
This briefing by Zero Carbon Analytics examines the vulnerability of Asian nations to energy supply disruptions in the Strait of Hormuz, particularly in the context of geopolitical tensions between the US and Iran. It identifies Japan as the country at the highest direct risk due to its extreme reliance on imported fossil fuels and the high volume of its trade passing through the chokepoint. The document argues that transitioning to renewable energy and electrification is the primary strategic path to enhancing energy security and reducing exposure to global price shocks.
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Document type: Briefing
Renewable Power is Key to Japan's Energy Security
This research paper argues that increasing domestic clean power production is essential for Japan's national security, economic resilience, and strategic autonomy due to its high dependence on energy imports.
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Document type: Research paper
Understanding the global climate disinformation landscape
This briefing by the NewClimate Institute describes climate disinformation as an escalating geopolitical threat that targets climate risk understanding and undermines global goals. It argues that the closure of the U.S. State Department’s Global Engagement Center (GEC) creates a gap in international response, providing an opportunity for the EU to assume a global leadership role in safeguarding information integrity through multilateral cooperation and investment in protective tools.
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Document type: Briefing
Sustainability, Geopolitics and Critical Mineral Supply Chains
This research paper by the Stockholm Environment Institute examines how European companies manage the trade-offs between sustainability, competitiveness, and geopolitical risk within critical raw material (CRM) supply chains, highlighting the gap between policy goals and practical implementation.
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Document type: Research paper
Navigating a Changing World Order
This report by the Stockholm Environment Institute examines the trajectories of geopolitical and geoeconomic fragmentation through 2050, specifically analyzing how these trends affect global trade, supply chains, and food security.
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Document type: Report
EU climate partnerships: fit for purpose
The NewClimate Institute report evaluates the European Union's climate partnerships, including the Global Gateway and Just Energy Transition Partnerships. It argues that while these tools aim to bolster EU climate diplomacy and counter global influences, they are currently hindered by institutional fragmentation, a lack of a coherent strategic vision, and coordination failures between the EU and its Member States.
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Document type: Report
Geopolitical Energy Futures in South Africa: Strategic Policy Pathways to 2035
This policy briefing outlines a strategic framework for South Africa to navigate the geopolitical energy transition by 2050. It advocates for a shift toward complex adaptive systems thinking and the adoption of four strategic priorities: fostering sustainable energy democracies, practicing active non-alignment in diplomacy, challenging 'used energy futures,' and implementing anticipatory energy governance to move beyond growth-centric economic models.
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Document type: Policy brief
The Geopolitics of Food Security: Barriers to the Sustainable Development Goal of Zero Hunger
This report examines the intersection of geopolitics and food security, arguing that achieving Sustainable Development Goal 2 (Zero Hunger) requires an understanding of how geopolitical challenges—including unilateralism and zero-sum security approaches—hinder efforts to eradicate hunger.
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Document type: Report
Just transition and the geopolitics of decarbonization in the EU
This policy brief examines how the European Union (EU) Green Deal operationalizes the concept of 'just transition' through a territorial approach. It analyzes the use of the Just Transition Mechanism (JTM) to engage subnational carbon-intensive regions, aiming to bypass national-level political resistance to carbon neutrality by 2050. The author identifies several risks, including the potential for national governments to block funding, the lack of monitoring for vulnerable groups, and the need for the EU to address the global geopolitical impacts of decarbonization on fossil fuel-producing countries.
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Document type: Policy brief
Can Africa's contested energy futures create opportunities for enhancing EU-African-European relations?
This policy brief examines the tension between fossil fuel development and renewable energy transitions in Africa, highlighting the geopolitical competition between China's Belt and Road Initiative and the EU's 'green transitions' strategy. It argues that for the EU to effectively partner with African nations, it must shift its framing from climate change to energy security and economic development, while promoting transparency and social innovation to avoid foreign exploitation and 'debt traps'.
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Document type: Policy brief
Climate Change Transitions & Geopolitics
This essay argues that the social, economic, political, and technological shifts associated with climate change adaptation are critical for understanding future geopolitical relations, specifically focusing on water supply, demand, management, and cooperation in India.
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Document type: Research paper