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Since the outbreak of war in Ukraine, European states have proposed 195 bcm/y of additional LNG import capacity to reduce reliance on Russian gas. While 9.1 bcm/y is already online and 33 bcm/y is under construction, the briefing warns that global market tightness will keep prices high until 2026. Furthermore, 15- to 20-year supply contracts signed in 2022 may undermine the EU's goal to reduce gas demand by 35% by 2030. The document also notes a lack of concrete evidence for converting this new infrastructure to hydrogen, despite claims by German project promoters.

The briefing proposes a phased framework for building decarbonization—moving from efficiency to electrification, renewable energy, and finally the removal of embodied carbon—to reach absolute zero. It argues that because the necessary technologies already exist, the primary barrier is cost and adoption speed. By performing segmentation analysis on real estate subsegments, such as large commercial office buildings, financial actors can provide targeted interventions that drive demand, push technologies up their learning curves, and lower prices for the broader market.

Walnut Hill Community Church in Connecticut implemented a long-term energy efficiency strategy based on a 2016 professional audit. The church focused on overhauling its HVAC systems, specifically at the Bethel Hall campus, by replacing outdated water chillers and boilers with a Variable Refrigerant Flow (VRF) heat pump system and smart thermostats. These measures, funded through a mix of internal capital, utility rebates, and zero-interest financing from Eversource's Energize Connecticut program, have resulted in a 12% annual reduction in electricity and propane costs, totaling $18,042 in annual savings.

The report analyzes the impact of the Inflation Reduction Act (IRA) on the U.S. building sector, highlighting its potential to reduce annual emissions by 32 to 33 million metric tons of CO2e by 2030. It details various residential rebates (HEEHRA, HOMES), tax credits (25C, 25D, 45L), and commercial incentives (179D), while emphasizing that these must be paired with stricter appliance standards and updated building codes to overcome slow stock turnover. The document provides specific implementation guidance for State Energy Offices and utility regulators to ensure an equitable transition, particularly for low-to-moderate-income households.

The Inflation Reduction Act (IRA) of 2022 represents the largest congressional action to date on climate change, allocating nearly $370 billion toward disadvantaged communities and clean energy. It introduces technology-neutral tax credits starting in 2025, a 10-year runway for energy incentives, and significant funding for domestic manufacturing of solar, wind, and batteries. Rhodium Group modeling suggests the IRA could increase U.S. greenhouse gas reductions to 31%-44% by 2030, potentially meeting the U.S. nationally determined contribution when combined with other agency and local actions. The law also establishes the $27 billion Greenhouse Gas Reduction Fund and provides incentives for electric vehicle adoption, though domestic content requirements may affect the scale of EV growth.

The document asserts that Canada's reliance on oil, gas, and coal leaves it vulnerable to global market volatility and geopolitical shocks, despite being a major producer. It argues that renewable energy sources like wind and solar are now more cost-effective than fossil fuels and can provide long-term price stability because they do not require input fuels. The brief highlights Canada's existing hydroelectric capacity as a key asset for balancing variable renewables and suggests that electrifying transport and heating will further reduce exposure to fossil fuel price spikes. It concludes that prioritizing investments in flexible, integrated electricity grids and energy efficiency is essential for achieving a non-emitting electricity grid by 2035 and ensuring affordable energy security.

The report finds that electrification retrofits for mid-sized commercial office buildings are cost-effective when tailored to regional climate conditions and gas utility rates. By analyzing a prototypical 50,000 square foot building, the study demonstrates that combining heat pump replacements with complementary measures—such as ventilation efficiency, peak demand management, and rooftop solar—can result in positive net present value compared to replacing gas equipment in kind.

The document asserts that Canada's reliance on oil, gas, and coal exposes it to global market volatility and geopolitical risks, as evidenced by record-high fuel prices in 2022. It argues that renewable energy sources like wind and solar are now more cost-effective than fossil fuels and provide long-term price stability because they do not require input fuels. The brief highlights Canada's existing hydroelectric capacity and transmission infrastructure as key assets for integrating variable renewables. It recommends accelerating the electrification of transportation and heating, improving interprovincial grid connectivity, and investing in energy storage to achieve a non-emitting electricity grid by 2035.

This guide outlines a five-step process for US homeowners to transition to all-electric, energy-efficient homes. It emphasizes the importance of setting personal goals, conducting energy assessments, hiring reputable contractors, and utilizing financial incentives provided by the Inflation Reduction Act (IRA). The recommended technical path includes improving insulation and sealing, installing electric heat pumps for heating, cooling, and hot water, and switching to induction stoves.

The report argues that the gas industry is pushing hydrogen heating to avoid a 'death spiral' as consumers switch to electric heat pumps. It claims that converting gas grids to hydrogen could cost European users €240bn and that 'hydrogen ready' boilers are a greenwashing tactic to lock in fossil gas use. The document highlights that hydrogen combustion emits dangerous nitrogen oxides (NOx), contrary to industry marketing, and that heat pumps are significantly more cost-effective and efficient than hydrogen-based heating.

RMI advocates for a shift toward demand-side solutions in the buildings sector to address its contribution to nearly 40 percent of global carbon dioxide pollution. The strategy focuses on electrifying heating and cooking, implementing comprehensive energy efficiency retrofits, and reducing the embodied carbon of construction materials like steel and concrete, while centering benefits for underserved communities.

The document asserts that Canada lacks the necessary infrastructure to provide immediate LNG supplies to the EU following the Russian invasion of Ukraine. It highlights that while the EU seeks short-term alternatives, it is simultaneously accelerating its 'Fit for 55' and 'REPower' plans to reduce gas demand and achieve climate neutrality. With new Canadian projects taking at least three years to complete, the author concludes that such investments risk becoming stranded assets as European demand declines.

The Inflation Reduction Act of 2022 is presented as a critical opportunity for the U.S. to strengthen energy security and economic growth through federal incentives for clean energy. The document argues that the bill supports business climate goals by providing tax credits for domestic manufacturing of wind turbines, solar panels, and batteries, as well as incentives for electric vehicles and heat pumps. It contends that the cost of climate inaction, evidenced by nearly $100 billion in U.S. climate-related disasters in one year, far outweighs the bill's corporate tax provisions.

The document examines the feasibility of using Canadian LNG to replace Russian gas in the EU, concluding that the 3-to-5-year timeline for building new Canadian facilities is incompatible with the EU's immediate needs and its medium-term goal of phasing out gas by 2025-2027.

Heat pumps are all-electric appliances that move heat rather than generating it, allowing them to provide both heating and cooling with high efficiency. They are available as air-source or ground-source systems and can be ducted or ductless. While upfront costs can be a barrier, they offer long-term savings over gas or electric resistance furnaces and eliminate indoor fossil fuel combustion risks. Recent technological advances have made them viable in cold climates, and they are increasingly integrated into climate action plans to improve energy security and public health.

The document alerts organisations to misinformation campaigns in the UK that undermine heat pump efficiency and exaggerate costs to cast doubt on renewables. It specifically targets audiences in the construction and energy sectors, as well as those identifying as working class, and provides a framework for identifying targeted audiences, establishing facts, and crafting counter-messages.

European governments are significantly increasing renewable energy targets and slashing planned fossil fuel electricity generation to reduce geopolitical dependence on Russian energy. Analysis shows that EU countries' planned 2030 renewable electricity share has risen from 55% to 63%, while planned fossil fuel generation has dropped by 31%. Major importers of Russian fuels, including Germany, Italy, and the Netherlands, are leading these efforts through ambitious wind and solar expansions. The report also highlights the REPowerEU framework's role in coordinating these efforts and the need for further decarbonization in the heating, industry, and transport sectors.

The report argues that governments are reacting to the energy crisis by prioritizing short-term fossil fuel security over long-term decarbonization, risking a 'gold rush' for new gas infrastructure and domestic production. While some progress in renewables and green hydrogen is noted, the authors highlight a prevalence of 'bad practices' such as fossil fuel subsidies, tax cuts for petrol, and the expansion of LNG facilities. The document provides a framework of 'do's and don'ts', urging governments to instead focus on energy efficiency, electrification, behavioral changes, and the reinvestment of fossil fuel windfall profits into clean energy to avoid stranded assets and irreversible warming.

The report examines the economic opportunities of transitioning to net-zero emissions by 2050 across several major economies. It argues that public investment can drive innovation and growth through signalling, crowding-in private capital, and reducing unit costs. While fossil fuel-exporting nations like the US, Canada, and Indonesia may face long-term GDP losses as global demand for hydrocarbons falls, the report finds that most subject economies—including the EU, UK, India, Japan, and South Africa—experience net gains in GDP and employment. The transition is predicted to significantly reduce household expenditure on fossil fuels, improve public health by reducing pollution, and enhance energy security, particularly for the EU in the context of reducing dependence on Russian gas.

The document assesses the viability of low-carbon fuels for New York's building sector, concluding that they are inefficient and costly compared to direct electrification. It highlights that green hydrogen requires significantly more clean electricity than heat pumps and poses infrastructure risks like pipeline embrittlement. Additionally, it notes that biomethane supplies are insufficient to meet demand and that both biomethane and synthetic methane introduce new methane emission risks. The brief advocates for prioritizing energy efficiency and electrification to meet the goals of the Climate Leadership and Community Protection Act.