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The document introduces the Corporate Transition Assessment (CTA) framework, designed for financial institutions in India to move beyond surface-level disclosures and evaluate a company's transition readiness across strategy, feasibility, and accountability. It specifically applies this framework to a case study of a leading Indian primary steel producer ('Company X'), detailing the process of mapping transition vulnerability, assessing decarbonisation strategies, and evaluating the technical and economic feasibility of levers such as green hydrogen, scrap utilisation, and Carbon Capture, Utilisation, and Storage (CCUS). The guide also provides a broader analysis of the Indian steel sector's decarbonisation landscape, including the role of government policies and the potential of various technology pathways to reach net-zero 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.

India is positioning itself as a green hydrogen hub by designating ports like V. O. Chidambaranar (VOC), Paradip, and Deendayal for hydrogen projects. While domestic coastal corridors provide learning opportunities, they lack the scale to be commercially viable, with e-fuel demand on the VOC–Deendayal route estimated at only 19–20 kilotons annually. In contrast, an international corridor linking Rotterdam, India, and Singapore could unlock over 1 million tons of annual e-fuel bunkering demand by 2030. The document highlights that while green methanol vessels have a total cost of ownership (TCO) nearly 80% higher than conventional vessels, IMO incentives and India's low-cost e-fuel production could make ammonia-powered vessels more competitive, potentially reducing TCO by 16% to 28% on routes to Singapore and Rotterdam respectively.

South Africa holds approximately 80% of global Platinum Group Metals (PGMs), which are essential catalysts for PEM electrolysers and fuel cells used in green hydrogen production. While this provides a strategic opportunity for re-industrialisation and decarbonisation, the transition faces severe constraints, including an outdated electricity grid, water scarcity in high-resource areas, and a significant skills gap. The shift also threatens the coal and internal combustion engine automotive sectors, risking large-scale job losses in regions like Mpumalanga and the Eastern Cape. Geopolitically, South Africa must navigate competition between China and Western powers, particularly as the US has withdrawn support for the Just Energy Transition Partnership (JETP). The paper argues that for the transition to be 'just', the government must integrate mineral beneficiation with social safeguards, regional SADC integration, and comprehensive workforce reskilling.

The African Climate Foundation and Dalberg developed the NDC Investment Planner (NIP) to address the gap between climate ambition and investment in Africa. While many African countries have submitted second and third-generation NDCs, only about 11% of the continent's annual climate-finance need is met. The NIP provides a three-stage process—Identify, Evaluate, and Select and Act—to move from broad policy frameworks to investable portfolios. It evaluates opportunities based on 'investment potential' and 'economic transformation potential' to help governments prioritise actions, refine analyses, and prepare projects for funding.

The report examines how the green transition is reshaping trade, investment, and geopolitics for Africa. It analyzes the impact of the EU and UK Carbon Border Adjustment Mechanisms (CBAM), the decarbonisation of maritime and aviation sectors, and the potential for Africa to move from raw mineral extraction to EV battery production. It warns that without strategic policy intervention, clean energy exports and critical mineral demand may reproduce extractive economic patterns, while advocating for a unified continental approach to negotiate fairer terms in international climate-trade frameworks.

The report examines country platforms (CPs) as vehicles to integrate climate finance with national development goals in emerging economies. It argues that CPs must be country-led and grounded in macro-fiscal analysis to avoid debt vulnerabilities and ensure social inclusivity. Using the South African Just Energy Transition Partnership (JETP) as a primary example, the document outlines criteria for effectiveness—including whole-of-government approaches and credible project pipelines—and proposes a four-quadrant analytical framework to guide their design. It also highlights the role of philanthropy in funding early-stage technical work and the necessity of overcoming structural path dependencies to achieve genuine economic diversification.

Kenya is a regional leader in renewable energy and climate action, but it lacks a formal, dedicated National Just Transition Framework. While elements of social equity and inclusion are embedded in the Constitution, the Climate Change Act (2016), and the second NDC (2031–2035), the transition is hindered by institutional fragmentation, a skills mismatch in the workforce, and inadequate data systems. The document highlights the energy sector as the cornerstone for decarbonisation, aiming for 100% renewable energy by 2035, and identifies agriculture, forestry, land use (AFOLU), transport, and waste management as other priority sectors. Key barriers include the financial vulnerability of those in the AFOLU sector due to carbon market fluctuations and a debt cycle where climate-resilient infrastructure diverts funds from worker retraining. The brief recommends that international actors provide technical capacity for policy integration, support the development of monitoring systems, and restructure global green value chains to ensure greater value-added benefits for producing countries like Kenya.

The document identifies four primary constraints to South Africa's just transition: a significant finance gap, delivery frictions in project cycles, fragmented skills and employment pathways, and a lack of accountability and legitimacy. It argues that success depends on moving from high-level pledges to 'delivery-grade' finance and coordinated, place-based implementation, particularly in coal-affected regions like Mpumalanga.

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 Western Cape presents a total investable renewable energy opportunity of R37.4 billion across approximately 2.35 GW of new capacity by 2030. While severe grid constraints on the Eskom network have limited new connections, the 2025 NERSA approval of a 4% congestion curtailment mechanism is expected to unlock 1,180 MW of wind capacity, attracting R20.1 billion in investment. An additional R14 billion is tied to 926 MW of wind and solar projects currently in the budget quote (BQ) phase. Behind-the-meter (BTM) solar PV and battery energy storage systems (BESS) for businesses represent a resilient R3.3 billion market, driven by rising electricity tariffs and corporate decarbonisation pressures, although projects over 1 MW face high compliance costs. Long-term growth is expected following transmission upgrades on the Cape Corridor scheduled for 2028–2031.

The report identifies an investible renewable energy market in South Africa of R161.2 billion across 12.9 GW of capacity by 2030. It highlights two primary investment areas: large-scale solar PV, wind, and battery energy storage systems (BESS) targeting the private wheeling market, and behind-the-meter (BTM) solar PV and BESS for commercial and industrial users. Key drivers include electricity price instability, decarbonisation pressures from international regulations like the EU's CSRD, and energy security needs. However, the market faces significant barriers, most notably severe grid connection constraints in high-resource zones and a lack of standardised municipal wheeling frameworks. The report also notes the transition toward a competitive South African Wholesale Electricity Market (SAWEM) and the introduction of the Independent Transmission Infrastructure Procurement Programme (ITIPP) to attract private capital for grid expansion.

The briefing outlines a phased strategy for Jharkhand to transition from a mining-dependent economy to a green industrial base. It identifies four high-potential sectors—Clean Power, Green Molecules, Sustainable Mobility, and Green Equipment Manufacturing—which could generate USD 1.43 billion in annual state tax revenue. The transition requires a total cumulative investment of USD 41.4 billion, implemented across three phases from 2026 to 2070.

The report outlines a transition from diesel generators to clean mobile power—specifically solar, battery energy storage systems (BESS), and hydrogen power units (HPUs)—for film and TV productions. It identifies systemic barriers including high capital costs, fragmented demand signals, and regulatory gaps, while proposing a coordinated strategy of aggregated demand, joint procurement, and efficiency measures to scale adoption.

The authors contend that for Africa to overcome extreme poverty, it must pursue sustainable industrialization through a modernized approach to policy-making. Rather than seeking a 'golden policy template,' the document proposes a framework based on five tenets: adaptive, consultative, partner-based, transboundary, and capacitated policy-making. This approach is designed to address 'the big five' contemporary challenges: policy consensus, green industrialization, supply chain security, shifting industrial paradigms (such as digitalization), and the expansion of policy space. The authors emphasize that building institutional capacity and utilizing 'policy-testing' zones like Special Economic Zones are essential for navigating the complexities of the current global geoeconomic and climate landscape.

The report analyzes the transition of the steel industry toward net-zero emissions, highlighting the role of emerging technologies and startups. It identifies the dominance of coal-based blast furnace-basic oxygen furnace (BF-BOF) facilities, which contribute approximately 8 percent of global greenhouse gas emissions, and examines alternatives such as Hydrogen-Direct Reduced Iron (H2-DRI) and scrap-based electric arc furnaces (EAFs). The document categorizes innovations into three pathways: reducing demand ('Make Less'), improving existing processes ('Make Better'), and developing disruptive technologies ('Make New'). It emphasizes the need for strategic investor-offtakers in high-growth markets like Asia and Africa, the potential of modular furnace technologies, and the strategy of generating early revenue through high-margin, low-volume products to derisk commercial scaling.

The document argues that a 'window of opportunity' has opened for Africa due to the convergence of China's domestic push for renewable energy leadership and US-China geopolitical tensions. While the US has retreated from climate leadership and scaled back African assistance, China is pivoting toward 'small is beautiful' project financing and green industrialization as part of its Belt and Road Initiative (BRI) and FOCAC commitments. To maximize these opportunities, the brief recommends that African nations implement rigorous strategic planning, professionalize project pipelines, adopt innovative mixed-financing models to reduce sovereign debt, and pursue regional energy integration through frameworks like the Southern African Power Pool.

The research paper examines the increasing role of GCC countries—primarily the UAE, Saudi Arabia, and Qatar—as major investors in Africa's energy transition and infrastructure. It identifies food security and economic diversification away from hydrocarbons as the primary drivers for Gulf states. While highlighting significant projects in renewable energy and mining, the paper warns that the current focus on large-scale, export-oriented developments may sideline local community needs and climate adaptation priorities unless African policymakers actively steer investments toward local beneficiation and regional integration.

The report assesses the economic impact of India's power sector decarbonization on Jharkhand, projecting significant losses in state revenue, PSU earnings, and employment. It proposes a three-phase strategic framework (Enabling, Scaling-up, and Viksit Bharat) to transition the state from a raw-material supplier to a cleantech manufacturing hub. The analysis identifies four priority investment areas—clean power, green molecules, sustainable mobility, and green equipment manufacturing—estimating a total capital requirement of USD 41.4 billion to substitute lost fossil fuel revenues and create new employment opportunities.

The report argues that India's iron and steel sector, which accounts for roughly 12% of the country's total greenhouse gas emissions, requires a coordinated Green Industrial Policy (GIP) to avoid high-carbon asset lock-ins and meet its 2070 net-zero target. Through plant-level and sectoral modelling, the analysis identifies hydrogen-based Direct Reduced Iron-Electric Arc Furnace (DRI-EAF) as the most viable long-term pathway. To make this technology investable, the report proposes a combination of time-bound capex and opex subsidies, a predictable carbon price trajectory rising from USD 10 in 2025 to USD 50 by 2050, and green public procurement. The study finds that with these interventions, hydrogen-based steel could achieve cost leadership and a 13.3% IRR by 2050, while conventional blast furnace-basic oxygen furnace (BF-BOF) pathways become financially unviable.