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Free Allocation Regulation (FAR) revision
Carbon Market Watch (CMW) opposes the current draft of the Free Allocation Regulation (FAR) revision, stating it increases free allowances for industrial sectors and contradicts the political mandate of the EU ETS Directive. CMW identifies critical failures in steel and cement benchmarking, the use of median production levels for Historical Activity Level (HAL) calculations, and an insufficiently ambitious reduction in free allowances for process emissions.
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Document type: Statement
Request for an advisory opinion on the climate emergency and human rights
Earthjustice argues that the American Convention on Human Rights requires States to implement a just transition to clean energy based on their 'fair share' of historical and current emissions. The brief advocates for the immediate phase-out of fossil fuel extraction and power generation, the elimination of fossil fuel subsidies, and the mandatory use of comprehensive climate assessments—including scope 3 emissions—for all new energy projects and policies. It emphasizes that human rights obligations may necessitate more ambitious mitigation than those outlined in the Paris Agreement and warns against 'false solutions' like carbon capture and storage.
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Document type: Briefing
The Value of Green Hydrogen Trade for Europe
The EU aims to import 10 million tons of renewable hydrogen by 2030 to decarbonize heavy industry and transport, as domestic production is expected to fall short of demand. The report identifies the US Gulf Coast, Australia, and other regions with low renewable energy costs as key potential suppliers. To activate this trade, the EU needs to invest in port infrastructure (ammonia terminals and crackers), clarify certification schemes, and provide €15 billion to €20 billion in public support to offset green premiums over blue hydrogen. While Northwest Europe will rely heavily on imports, Southern Europe (Spain and Portugal) is expected to become more self-sufficient by the mid-2030s.
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Document type: Report
Just Energy Transition: Economic Implications for Jharkhand
The report estimates that an immediate low-carbon transition would result in a cumulative annual economic impact of INR 725.9 billion (USD 8.7 billion) for stakeholders in Jharkhand. The most significant losses are concentrated in the solid fossil fuel mining sector, which would see an annual impact of INR 608.3 billion, compared to INR 117.6 billion for the power generation sector. Key fiscal risks include a potential 5% decline in state revenue receipts and an erosion of 7% of the state's Gross State Domestic Product (GSDP) due to livelihood losses. The analysis highlights the vulnerability of indirect and contractual workers who lack the severance benefits available to direct employees. To mitigate these effects, the report recommends that state-owned enterprises diversify into green hydrogen, energy storage, and solar energy, while the state government develops a comprehensive Just Transition plan focusing on reskilling and social safety nets.
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Document type: Report
Global gas pipeline expansion: Nearly US$200 billion under construction, with Asia building over 80%
Global gas pipeline construction has increased by 18% over the previous year, with approximately 69,700 km under construction at a cost of US$193.9 billion. Asia accounts for 82% of this construction, led by China and India. Other significant activities include the U.S. expanding export capacity from the Permian Basin and Haynesville Shale, and Argentina developing infrastructure for the Vaca Muerta shale gas reserve.
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Document type: Briefing
LNG 2023: Last year’s energy shock still reverberates, as the world builds towards LNG oversupply
The briefing reports a global pipeline of 917 mtpa in new LNG export capacity and 705 mtpa in import capacity, representing an estimated US$1 trillion investment. It warns that a wave of new projects coming online by the middle of the decade, primarily in the United States and Qatar, could lead to market saturation and unprofitable stranded assets. The report highlights that while Asia and Europe are the primary developers of import capacity, demand in these regions is uncertain due to decarbonization goals and price sensitivity. It further notes that many projects are already facing delays or cancellations, and that the buildout in the U.S. may conflict with national interests by raising domestic gas prices and increasing emissions.
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Document type: Briefing
Advancing a Just Transition: A Rights-Based Approach to Climate Financing
The paper argues that the dominant 'Billions to Trillions' agenda, which prioritises private sector mobilisation and de-risking, often conflicts with international human rights standards. It evaluates this architecture through five principle clusters: national responsibilities, national sovereignty, procedural fairness, responsibilities of financial investment, and obligations during crises. The author contends that this model commodifies public goods, undermines state policy autonomy through investment treaties, and lacks transparency. Using South Africa's Just Energy Transition Investment Plan (JET-IP) as a case study, the report highlights gaps in public transport funding and the risks of private-sector dominance. It concludes by proposing a research agenda to bridge the gap between human rights norms and the actual implementation of climate investment plans.
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Document type: Research paper
ASSESSMENT OF ADNOC’S CLIMATE STRATEGY
The report finds that ADNOC's climate strategy is not aligned with a 1.5°C pathway, characterized by significant oil and gas expansion and insufficient transparency. ADNOC has the highest absolute short-term expansion overshooting the IEA NZE scenario worldwide, with 8,343 mmboe from fields with Final Investment Decisions (FID) after 2021. The company plans to increase crude oil production capacity by 25% between 2020 and 2027 and intends to expand its LNG capacity through new terminals in the UAE, India, and the Netherlands. Low-carbon investments represent only 10% of its 2023-27 CAPEX, and renewables are projected to make up less than 7% of its energy mix by 2030. Furthermore, ADNOC lacks scope 3 emission targets and does not provide detailed financial statements or production forecasts for 2030, hindering a full assessment of its transition risks.
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Document type: Briefing
Navigating South Africa’s Geopolitical Energy Transition by 2050
The report explores South Africa's energy transition through 2050, emphasizing the need to move beyond 'used futures' and growth-centric economic models. It identifies critical innovations in governance, technology, and social values, while proposing six alternative framings—ranging from ecomodernism to the 'great simplification'—to inform policy. The analysis highlights high-impact uncertainties such as a severe skills shortage for the decarbonized economy and the 'carbon trap' of meeting rising energy demands while reducing emissions. It concludes with four diverse scenarios for 2050 and recommends a shift toward regenerative economies and inclusive multilateralism.
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Document type: Report
Africa’s Climate Champions: Key countries to watch at COP28
The report outlines the strategic positions of African nations and multilateral structures at COP28, emphasizing the Nairobi Declaration and the AU's Climate Change and Resilient Strategy and Action Plan. It details the leadership of specific countries in areas such as green hydrogen (Morocco, Kenya), critical minerals (Namibia), and forest restoration (Ethiopia, Rwanda, Republic of Congo), while analyzing the influence of negotiating blocs like the G77 and China, BASIC, and the LDC group in securing climate finance and adaptation support.
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Document type: Report
The Role of Green Hydrogen in a Just Paris-Compatible Transition
The report examines the role of green hydrogen in a just energy transition, arguing that its deployment must prioritize sustainable development and decarbonisation over simple profit. It recommends that development finance institutions support the build-up of local renewable energy supply chains, integrate electrolysers into national grids to enhance electrification, and prioritise domestic industrial use of green hydrogen in the Global South over exports. Case studies of Namibia, India, and Colombia reveal inconsistent definitions of 'green' hydrogen, a tendency to target inefficient applications like road transport, and significant environmental risks such as water scarcity.
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Document type: Report
EUROPEAN UNION CHEMICAL SECTOR TRANSITION POLICY BRIEF
The EU chemicals sector faces a critical investment window until 2030, requiring over EUR1tn by 2050 to achieve net zero. The document argues that decarbonisation must address scope 3 emissions—which account for 60% to 80% of total emissions—through demand reduction, circularity, and alternative feedstocks. Key policy recommendations include expanding the Carbon Border Adjustment Mechanism (CBAM) to include polymers and organic chemicals, implementing Carbon Contracts for Difference (CCfDs) for low-carbon hydrogen, and strengthening the EU Taxonomy to better incentivise low-carbon basic chemicals production.
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Document type: Policy brief
POWERING INDIA'S FUTURE
The report provides a comprehensive analysis of India's path to net-zero, emphasizing the need for a 'people-positive' transition. It examines the historical context of household energy shifts, the potential of emerging technologies like green hydrogen and CCUS, and the critical role of the Reserve Bank of India in mobilizing climate finance. The document highlights regional disparities in renewable energy capacity, particularly in Eastern India, and argues for a strategic green industrial policy to reduce import dependence and create jobs. It also proposes a Global Climate Alliance to facilitate financial and technology transfers between the Global North and South, while calling for reforms in Multilateral Development Banks to better support low-income countries.
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Document type: Report
Ne tombons pas dans le piège de l'hydrogène
The document critiques the global hydrogen industry, asserting that most production relies on fossil fuels and that even 'green' hydrogen is inefficient and risks perpetuating neocolonial extractivism. It argues that hydrogen serves as a distraction from necessary climate action and a tool for the gas industry to justify new infrastructure. The author calls for the elimination of fossil-fuel-based hydrogen and a transition to community-owned renewable energy and agroecology.
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Document type: Statement
No nos dejemos engañar por el frenesí por el hidrógeno
Friends of the Earth International positions hydrogen as a dangerous distraction from real climate action, asserting that most production relies on fossil fuels and that even 'green' hydrogen is inefficient and risks perpetuating neocolonial extractivism. The document critiques various 'colors' of hydrogen, warns against carbon capture and storage (CCS) as an unproven patch, and calls for a systemic shift toward energy sovereignty and community-led renewables instead of industrial hydrogen projects.
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Document type: Statement
Don’t fall for the hydrogen hype
The document critiques the promotion of hydrogen as a clean energy alternative, asserting that the vast majority of global production relies on fossil fuels. It categorizes different 'colors' of hydrogen, arguing that grey, blue, black/brown, and turquoise versions perpetuate fossil fuel dependency, while green hydrogen is inefficient and risks replicating neocolonial extractivism. The paper highlights the high water and energy requirements of electrolysis and the unproven nature of Carbon Capture and Storage (CCS). It concludes that hydrogen serves as a distraction from deep systemic change and recommends a coordinated phase-out of fossil fuels and a transition to community-owned renewable energy.
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Document type: Statement
List of resources on false climate solutions
The document is a curated list of resources published between 2005 and 2023 that challenge the validity and ethics of various climate mitigation strategies. It categorizes these resources into reports and briefings, blogs, articles, press releases, and other media. The listed materials focus on the perceived dangers of carbon markets, geoengineering, and corporate-led 'net zero' strategies, often framing them as 'false solutions' that may facilitate continued fossil fuel use or result in 'green colonialism'.
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Document type: Fact sheet
The Abu Dhabi National Oil Company in a Changing World
The document analyzes the Abu Dhabi National Oil Company (ADNOC), highlighting a significant misalignment between its aggressive production expansion plans and the 1.5°C global warming limit. It details how ADNOC is increasingly relying on international equity, bonds, and bank financing, thereby exposing global investors to transition and litigation risks. The brief maps these financial connections across upstream, midstream, and downstream operations and recommends that investors and banks push for greater transparency and a cessation of new fossil fuel infrastructure to mitigate these risks.
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Document type: Policy brief
Why indigenous land tenure security is a condition for indigenous community engagement in energy transition in South Africa
The document examines the intersection of South Africa's renewable energy goals and indigenous land rights, focusing on the Boegoebaai site in the Northern Cape. It highlights how the failure to resolve historical land dispossessions and finalize restitution claims for the Richtersveld community risks further alienating indigenous populations during the energy transition. The brief advocates for moving beyond narrow definitions of 'justice'—which currently focus on employment and BBBEE—toward a framework that recognizes indigenous land sovereignty and implements inclusive partnership models.
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Document type: Policy brief
METALLURGICAL COAL FINANCING: Time to call it off
The report highlights a systematic loophole in financial institution policies that exclude thermal coal but continue to fund metallurgical coal, which is essential for primary steelmaking. Despite the International Energy Agency's finding that existing mines are sufficient to meet demand through 2050, 118 companies are planning new projects with a total capacity of 406 Mtpa. Between 2016 and June 2023, banks provided over US$557 billion to the 50 largest metallurgical coal developers. The document argues that technological advances in green hydrogen and electric arc furnaces make a phase-out possible by the early 2040s and urges financial institutions to immediately end dedicated financing and insurance for new metallurgical coal projects.
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Document type: Report