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The policy brief recommends that Europe move beyond a heavy reliance on renewable energy and electrification by supporting a broader suite of technologies, including nuclear energy and carbon capture and storage. It analyses the U.S. policy framework—specifically the Energy Act of 2020, the Infrastructure Investment and Jobs Act (IIJA), and the Inflation Reduction Act (IRA)—as a model for bridging the gap between R&D and large-scale commercial 'take-off'. Key recommendations for the EU include streamlining regulations, providing 'self-activating' incentives, and proactively planning shared infrastructure for CO2 and hydrogen to reduce investor risk and accelerate deployment.

The Clean Air Task Force (CATF) argues that the EU must adopt a diversified, options-based climate strategy to reach its 2050 net-zero goal, as relying on a single pathway increases risk. The document emphasizes the necessity of carbon capture and storage (CCS) and carbon dioxide removal (CDR) technologies, noting that no operational CO2 storage sites currently exist in the EU. CATF recommends a portfolio of zero-carbon fuels, nuclear fission, fusion, and superhot rock energy to ensure energy security and a reliable 24/7 carbon-free electricity grid. It specifically proposes separate targets for greenhouse gas emissions reductions, nature-based removals, and industrial removals to ensure transparency and durability. Additionally, the document advises against including methane in the EU Emissions Trading System (EU ETS) to avoid disincentivizing CO2 reductions, suggesting instead separate initiatives like an EU Import Standard for oil and gas.

The document advocates for a transition from heavy fuel oil and marine diesel to hydrogen and ammonia to reduce greenhouse gas emissions in the maritime sector. It criticizes LNG and methanol as unsustainable alternatives and calls for specific policy interventions in the Alternative Fuels Infrastructure Regulation (AFIR) and FuelEU Maritime to ensure infrastructure readiness by 2030 and create market incentives for zero-carbon fuels.

The Heartland Hydrogen Hub is projected to create 3,880 direct jobs, including 3,067 in construction and 703 permanent positions. The initiative involves two major projects and is led by the University of North Dakota Energy & Environmental Research Center (EERC) as the prime contractor, with industry sponsors including Atlas Agro North America Corp. and Xcel Energy Services Inc.

The Clean Air Task Force (CATF) asserts that hydrogen is a critical tool for reaching full decarbonization in the U.S. by 2050, particularly for sectors that are challenging or impossible to electrify. The document advocates for the hydrogen production tax credit (PTC) in the Build Back Better Act (BBBA), stating it will incentivize both 'green' hydrogen (from electrolyzers powered by low-carbon electricity) and 'blue' hydrogen (from fossil fuels with carbon capture and low methane leaks). According to CATF, the PTC will primarily benefit the green hydrogen market while accelerating the development of necessary infrastructure. The document identifies six key sectors for hydrogen application: heavy trucking, marine shipping, aviation fuels, industrial process heating, ironmaking, and power system balancing. Additionally, it claims that hydrogen can improve local air quality compared to internal combustion engines and that public investment in hydrogen demonstration projects could create approximately 10,000 permanent jobs over the next decade.

A joint letter from industry and NGO signatories urging the EU to include specific e-fuel subtargets and infrastructure requirements within the Fitfor55 Package to ensure the decarbonisation of the shipping sector.

The undersigned authors express concern that a provisional agreement on RePowerEU would weaken the EU Innovation Fund by allowing Member States to use its grants (60%) and front-loading ETS allowances (40%) to raise revenues. They argue that reducing the fund contradicts the needs of Europe's industrial transformation, noting that the fund's first call in 2021 was oversubscribed by more than 20 times. The letter highlights that nearly 50% of emissions reductions needed for 2050 goals depend on technologies not yet deployed at scale, particularly for hard-to-abate sectors like cement, steel, and chemicals. The authors warn that while the United States is implementing massive investment plans, the EU risks losing its industrial base and jobs if it fails to lower the cost of next-generation decarbonisation technologies. Finally, they urge Member States to reject the European Commission's proposal to auction allowances from the Market Stability Reserve, as this could increase emissions and lower the carbon price signal.

The Pacific Northwest Hydrogen Hub is projected to create 11,550 direct jobs, including 8,050 in construction and 350 permanent positions, through eight major projects in Washington, Oregon, and Montana. The initiative involves a wide array of partners from government, academia, and the private sector, including entities such as Amazon, Puget Sound Energy, and the Washington State Department of Commerce.

The report assesses California's path to a net-zero carbon economy by 2045, specifically examining the necessity of 'clean firm power'—zero-carbon electricity that is available on demand regardless of weather. Using three different optimization models (RESOLVE, urbs, and GenX), the authors find that relying solely on wind, solar, and batteries would require nearly 500 GW of capacity and increase wholesale electricity rates by approximately 65%. In contrast, integrating 25-40 GW of clean firm power—such as nuclear, geothermal, or gas with carbon capture and storage (CCS)—can maintain costs similar to today's levels (around 9 cents/kWh) while significantly reducing the land and transmission infrastructure needed. The report concludes that a diverse portfolio of clean firm resources is the most cost-effective way to ensure grid reliability during extended periods of low renewable output, known as 'dunkelflaute'.

CATF advocates for the revision of the TEN-T Regulation to prioritise transport decarbonisation through binding requirements for zero-carbon refuelling and recharging infrastructure. The organisation emphasizes the need for synergy between TEN-T and other legislative frameworks like TEN-E and AFID to ensure the successful deployment of hydrogen and electrification across European transport networks.

The report 'Toxic Accounts' by Clean Creatives examines how BP, Chevron, ExxonMobil, and Shell shifted their marketing strategies from 2020 to 2024. The analysis finds that these companies moved away from net-zero ambitions and 'greenwashing' toward a strategy of 'fossil fuel dominance,' emphasizing energy security and the indispensability of oil and gas. The document details the use of 'false solutions'—such as carbon capture and storage (CCS), blue/gray hydrogen, and certain biofuels—to justify continued fossil fuel production. It highlights specific campaign evolutions, such as BP's shift from 'greening companies' to 'energy security' and ExxonMobil's 'Breaking Free' anti-EV campaign, arguing that these narratives delay the clean energy transition to prioritize short-term shareholder returns.

The Climate Bonds Standard and Certification Scheme provides a globally recognised framework for labelling debt instruments, assets, and entities aligned with a 1.5°C pathway. Since 2012, it has certified over USD350bn of Use of Proceeds Green Bonds as of 30 September 2025. The scheme utilizes a network of Approved Verifiers to ensure climate integrity across various certification types, including Use of Proceeds, Asset, Entity, and Sustainability-linked debt. A 2025 update expanded the standard to include a Resilience Taxonomy for projects strengthening resilience to physical climate risks. Eligible sectors span energy, industry, transport, agrifood, and infrastructure.

The document contends that the modernized Energy Charter Treaty (ECT) remains incompatible with EU law and climate goals because it retains an unpredictable investor-state dispute settlement (ISDS) system and continues to protect fossil fuel investments. It argues that the process for the new treaty to enter into force is uncertain and potentially protracted. Instead, the author proposes a coordinated withdrawal by the EU and Member States, combined with an 'inter-se agreement' to abolish the 20-year sunset clause, as the cleanest method to eliminate legal risks and provide the regulatory flexibility necessary for the energy transition.

The document examines the technical, environmental, and economic drawbacks of using hydrogen as a primary energy carrier. It highlights extreme energy losses across the value chain, where total system efficiency is only 20-30%, and notes that over 98% of current hydrogen is produced from fossil fuels. The text warns that 'hydrogen-ready' infrastructure risks locking in fossil fuel dependence and diverting resources from more efficient direct electrification. Environmental concerns include high water and land footprints for green hydrogen, as well as the indirect warming effect of hydrogen leaks. The author concludes that low-carbon hydrogen should be reserved for chemical feedstocks and niche industrial applications where direct electricity is not feasible.

Alberta faces significant economic risks due to its high concentration of workers and GDP tied to transition-vulnerable sectors, particularly oil and gas. While the province has established a foothold in low-carbon electricity, hydrogen, and CCUS, growth is hindered by mixed policy signals and a geographic mismatch between new opportunity companies in cities and vulnerable workers in rural areas.

Atlantic Canada faces significant fiscal and economic risks due to its reliance on oil, gas, and coal, particularly in Newfoundland and Labrador and New Brunswick. While the region shows momentum in clean technology—led by Nova Scotia—and possesses strong natural resource advantages in wind, hydro, and tidal energy, scaling these opportunities is hindered by a lack of capital, a shortage of skilled STEM labour, and a mismatch between the location of new growth and transition-vulnerable rural communities.

The report identifies Atlantic Canada as a leader in decoupling GDP growth from greenhouse gas emissions, though it faces significant fiscal risks due to a reliance on oil, gas, and coal. While Nova Scotia is a hub for transition-related innovation in batteries, smart grids, and low-carbon shipping, regional companies generally remain small and undercapitalized. Vulnerabilities are concentrated in rural areas and specific provinces, notably Newfoundland and Labrador, where oil and gas sectors are critical to government revenue.

The document argues that while Canada has made progress in decarbonizing power supply, achieving net-zero requires Energy Systems Integration (ESI)—the coordination of energy systems across multiple pathways and scales. It examines five key ESI technologies (electric vehicles, heat pumps, demand response, distributed generation, and hydrogen) and finds that Canadian policy is currently too siloed, relying on voluntary 'soft' incentives rather than systemic market reforms or mandatory legislation. The author highlights significant gaps in information, governance, and implementation, suggesting that a holistic, pan-system approach to modelling and planning is essential to avoid sub-optimal infrastructure lock-in.

The document identifies a stark divide in Canada's electricity sector between low-emitting provinces (B.C., Manitoba, Quebec, Newfoundland and Labrador, and Ontario) and fossil fuel-based provinces (Alberta, Saskatchewan, New Brunswick, and Nova Scotia). To achieve net zero, the author proposes five integrated pathways: expanding variable renewable energy, implementing clean firm supply, enhancing interprovincial transmission, increasing demand flexibility, and deploying energy storage. While wind and solar are now the lowest-cost energy sources, their integration requires complementary resources to manage intermittency and seasonal variation, particularly in Canada's high-latitude environment.

The report argues that achieving a cost-optimal net-zero building sector in Canada requires a significant shift toward electrification and a reduction in gas use. It warns that current regulatory inertia and the continued expansion of gas networks risk increasing costs for taxpayers and jeopardizing climate goals. The document recommends that provincial governments legislate net-zero targets, move away from gas as the default heating option for new buildings, and provide regulators with the tools to manage a phased contraction of gas infrastructure while ensuring affordability and equity.