Search Climate Insights Directory

The report warns that 'relining' seven aging coal-based blast furnaces in the US Great Lakes region is a multi-billion dollar risk that locks in high emissions and health-harming pollution for another 20 years. While these plants represent only about a quarter of US steel production, they generate approximately 75 percent of the industry's emissions. The authors argue that instead of spending $150M to $425M per furnace on relines, companies should invest in hydrogen-ready Direct Reduction (DRI) coupled with electric arc furnaces (H2-DRI-EAF), which can achieve near-zero carbon emissions. Although a new DRI plant costs more ($600M to $800M) and faces a near-term energy cost gap of approximately $2.50/kg H2 compared to coal, the transition is projected to protect skilled union jobs and create additional employment in renewable energy and hydrogen production. The report concludes that federal and state support—via tax credits, grants, and infrastructure investment—is necessary to close the remaining economic gap and avoid stranded assets.

The policy brief argues that climate change threatens US national security by damaging critical infrastructure, increasing state fragility, and intensifying geopolitical competition. It recommends that the US government implement a National Adaptation Plan, integrate 'Operational Resilience' into military budgets, scale up resilience funding for strategic allies, and strengthen interagency coordination on the food-climate-security nexus to protect US interests and economic competitiveness.

The document argues that Central and Eastern European (CEE) countries are heavily reliant on carbon-intensive heavy industries but possess significant potential for clean industry due to renewable energy resources and carbon dioxide storage. It calls for EU industrial policy to shift toward a place-based approach that supports countries with high deployment potential regardless of their current innovation track record. Key recommendations for the EU include revising the Public Procurement Directive to include lifecycle emissions and redesigning the Innovation Fund for first-of-a-kind national deployments. For CEE national governments, the statement recommends earmarking EU ETS revenues for climate action, implementing Carbon Contracts for Difference, and conducting integrated infrastructure planning for hydrogen and carbon dioxide transport.

The industrial sector represents 17% of U.S. GDP, and its global competitiveness now depends on reducing production emissions. The document identifies specific decarbonization pathways for cement, steel, chemicals, and hydrogen production, while highlighting the role of federal laws like the Inflation Reduction Act in catalyzing these projects. It argues that reducing emissions is essential for U.S. products to remain competitive, particularly as the European Union implements the Carbon Border Adjustment Mechanism.

In 2024, the Clean Air Task Force (CATF) focused on defending U.S. EPA pollution standards in court, advancing superhot rock geothermal and nuclear energy, and reducing global methane emissions. The organization also worked on simplifying renewable energy siting in the U.S., analyzing the efficiency of hydrogen and carbon capture, and addressing high capital costs for clean energy in Africa. In Europe, CATF influenced the EU's 2040 climate targets and the Net Zero Industry Act, while continuing state-level implementation of federal funding in the U.S.

The Clean Air Task Force recommends that the U.S. Department of Energy (DOE) standardize application processes, increase staffing levels in the Office of Clean Energy Demonstrations (OCED), and decouple community benefits planning from initial project negotiations to improve the delivery of clean energy demonstration projects.

The author reflects on the mixed progress of 2024, noting record renewable deployment alongside rising global emissions and a political shift toward anti-climate positions. To overcome these hurdles, the author proposes a strategy focused on the lowest-cost electricity mix, including 'clean firm' technologies like nuclear and geothermal, and the use of carbon capture in heavy industry. The document emphasizes the need for regionally differentiated policies and a realistic acknowledgment of the long-term role of fossil fuels to build durable coalitions for action.

The report argues that a transatlantic electricity interconnector could enhance grid resilience and efficiency by leveraging the complementarity of time zones and weather patterns between Europe and North America. It highlights that a six-hour time difference creates arbitrage opportunities for solar production and demand, while uncorrelated or negatively correlated wind and temperature patterns can mitigate the impact of extreme weather. The author suggests that such an interconnector could be a more cost-effective tool for security of supply and decarbonisation than alternatives like nuclear power or hydrogen, though it would require significant government support and investment.

Zero Carbon Analytics finds that Japanese households with rooftop solar panels would have saved nearly 135% compared to those without in FY 2020, resulting in a net benefit of JPY 37,422 (USD 353). The report argues that Japan, which has the lowest clean energy share among G7 countries, can accelerate its energy transition by leveraging rooftop solar to overcome mountainous terrain constraints. It highlights the role of policy incentives like feed-in-tariffs (FiT) and tax credits in driving adoption in the US, EU, and UK, and suggests that Japan needs low-cost finance to reduce upfront costs and avoid diverting support toward unproven technologies like hydrogen.

The document challenges six common arguments used to justify financial support for gas expansion, asserting that new gas projects are incompatible with a 1.5°C warming limit and that global gas demand will peak by 2030.

Thermal batteries can abate up to 99% of heat emissions in US chemical and refining plants by storing renewable electricity as heat in materials like graphite or bricks. These systems can provide heat up to 1800°C for reactions and distillation, with a levelized cost of heat between $20 and $87 per MWh. Integration involves assessing heating needs, retrofitting steam systems, and implementing automated charging based on electricity prices. While heat pumps are suitable for processes up to 200°C, thermal batteries address higher temperature needs. The guide advocates for policy reforms, including wholesale electricity rate access and permitting reform for non-adjacent parcels, to enhance the viability of industrial electrification.

Clean energy investment in the U.S. more than tripled between 2018 and 2023, reaching nearly $248 billion annually. Investment is concentrated in the South and West, with zero-emission vehicles, solar power, and wind power serving as the primary drivers of growth across different regions and states.

The Union of Concerned Scientists (UCS) analysis indicates that reducing vehicle miles traveled (VMT) through increased transportation choices could save the U.S. up to $201 billion in energy infrastructure and $5.9 trillion in vehicle ownership costs by 2050. The report contends that current car dependence is driven by industry lobbying from the auto, fossil fuel, and road-building sectors, which receive over 75 percent of transportation spending. UCS recommends investing in diverse transportation networks, applying equity and climate lenses to project prioritization, and making planning processes more democratic to benefit the 30 percent of Americans who do not drive.

Reclaim Finance criticizes ENGIE for continuing to rely on fossil gas for over 50% of its 100 GW installed capacity and for pursuing new gas projects, such as the conversion of the Mejillones plant in Chile and a new plant in Nijmegen, Netherlands. The report highlights that French banks provided $3.4 billion to ENGIE between 2019 and 2023, representing one-third of its total funding, yet most lack robust sectoral policies to exclude gas power. Specifically, it notes that Société Générale's exclusion policy for Combined-Cycle Gas Turbines (CCGT) is ineffective because its emission threshold of 420 kg CO2-eq/MWh is higher than current CCGT emissions. Reclaim Finance calls on these banks to cease funding new gas projects and demand a transition plan that triples renewable capacity by 2030 instead of merely doubling it.

The U.S. transportation sector, responsible for nearly one third of national greenhouse gas emissions, is undergoing decarbonization through a combination of federal strategies, such as the U.S. National Blueprint for Transportation Decarbonization, and significant funding from the IIJA and Inflation Reduction Act. While progress is evident in the buildout of EV and hydrogen corridors and the growth of clean energy manufacturing jobs, the document argues that the U.S. is not yet on track to meet its goal of cutting all transportation greenhouse gas emissions by 2050. Regional efforts are concentrated in the West Coast (hydrogen and EV corridors), Midwest (battery manufacturing and freight networks), Gulf Coast (low-emissions shipping and hydrogen trucking), and East Coast (EV manufacturing and I-95 freight corridors). To accelerate progress, the document recommends a federal clean fuel standard, improved inter-agency coordination, and stronger community engagement.

The Clean Air Task Force (CATF) asserts that synthetic sustainable aviation fuel (SAF) is a critical component for aviation decarbonization and qualifies for section 45Z credits. CATF analysis suggests that by mid-century, global aviation energy demand could be double the projected biofuel supply, with synthetic SAF potentially meeting up to 56% of aviation demand in some scenarios. The document argues that synthetic SAF fits the section 45Z definitions of both "transportation fuel" and "sustainable aviation fuel" because it is suitable for aircraft, meets carbon intensity requirements, does not involve the prohibited co-processing of applicable materials with non-biomass feedstocks, and adheres to ASTM International standards without being derived from petroleum or palm fatty acid distillates.

The Canadian Climate Institute asserts that continuing the expansion of gas infrastructure for building heating creates financial risks for ratepayers and hinders climate targets. It advocates for an incremental transition to electric heat pumps and updated regulatory frameworks that consider alternatives to gas expansion, arguing that low-carbon gases like hydrogen and biomethane cannot realistically replace fossil gas for building heat due to cost and supply constraints.

The Canadian Climate Institute responds to criticisms from the Canadian Gas Association, asserting that a gradual transition to electric heating is necessary to avoid costly stranded assets. The Institute argues that continuing to expand gas infrastructure by default risks burdening taxpayers for decades, as these assets may become obsolete before their 40-year lifespan ends. It dismisses the idea that low-carbon gases like hydrogen and biomethane can fully replace fossil gas due to limited supply and high costs, advocating instead for energy-efficient electric heat pumps and better regulatory planning to ensure a just transition.

The EU Carbon Border Adjustment Mechanism (CBAM) is a regulatory tool designed to prevent 'carbon leakage' by applying a carbon price to specific imported goods, matching the price paid by EU producers under the EU Emissions Trading System (EU ETS). The mechanism covers cement, iron and steel, aluminium, fertilisers, electricity, and hydrogen. It involves a transitional monitoring period starting in October 2023, followed by a definitive phase-in in 2026. Importers must purchase and surrender non-tradeable certificates based on the embedded emissions of their goods. The document highlights the necessity of phasing out free ETS allowances to ensure the CBAM's effectiveness and discusses the potential for reinvesting CBAM revenues into climate mitigation in developing economies.

Ammonia is essential for global food security via fertilizers and is emerging as a critical low-carbon energy carrier and maritime fuel. While current production relies on fossil fuels—contributing over 1% of global GHG emissions—the transition to 'green ammonia' via electrolysis and renewable energy offers a path to carbon neutrality. RMI forecasts a 113% increase in US ammonia production by 2030, driven by hydrogen exports to the EU and the adoption of ammonia-powered shipping, provided that technical challenges and NOx/N2O emissions are managed.