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A better future won’t happen without better industrial policy
The Green Economy Coalition (GEC) argues that a fair green economic transition requires strong government leadership, smart policy, and significant investment, criticizing the UK Labour Party for abandoning its £28 billion green investment pledge.
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Document type: Statement
Advocating for Rights-Based Climate Investment Plans in Developing Nations to Realise a Just Transition
This toolkit provides a human rights-based approach (HRBA) to climate finance, specifically designed for civil society organisations and trade unions to advocate for just energy transitions in developing nations. It critiques the 'Billions to Trillions' (B2T) neoliberal agenda and the Just Energy Transition - Investment Plan (JET-IP) in South Africa, arguing that these models prioritise private profit and debt over public goods and human rights. The guide outlines six clusters of rights-based principles—ranging from national responsibilities and sovereignty to debt relief in times of crisis—and provides practical 'How to' guides and factsheets to help advocates influence climate investment plans and national budgeting processes.
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Document type: Guide
Competitiveness, Constraints, & Coordination: A Strategy for Accelerating Energy Transition Investment in the Great Lakes
This report by RMI outlines a strategic framework—focused on competitiveness, constraints, and coordination—to accelerate energy transition investment in the Great Lakes region. It argues that while the region possesses significant industrial legacies and innovation assets, it faces structural hurdles such as slow population growth, labor shortages, and a lack of cohesive industrial strategies. The document proposes that states move beyond simple investment attraction toward coordinated industrial policies, leveraging federal incentives from the IRA, IIJA, and CHIPS Act to build regional clusters in sectors like EV batteries, low-carbon steel, and sustainable fuels.
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Document type: Report
Opportunities for Near-Zero-Emissions Steel Production in the Great Lakes
This briefing by RMI analyzes the potential for transitioning the Great Lakes region's steel industry to near-zero-emissions production. It identifies a gap between aggressive federal incentives—such as the Inflation Reduction Act (IRA) and Infrastructure Investment and Jobs Act (IIJA)—and the lack of coordinated, steel-specific industrial strategies at the state level. The report evaluates three primary decarbonization pathways: Blast furnace–basic oxygen furnace (BF-BOF) with carbon capture and storage (CCS), natural gas direct reduced iron (DRI) with CCS, and renewable hydrogen-based DRI, noting that hydrogen DRI offers the lowest emissions intensity and most competitive levelized costs when subsidies are included. It emphasizes the region's economic importance, as the Great Lakes house all of the US's integrated steel mills and two-thirds of the nation's steelworkers, while warning that failure to modernize could lead to a loss of competitiveness and jobs to other regions or international markets.
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Document type: Briefing
Sustainable Aviation Fuel Targeted Opportunity Region – Great Lakes Region
This policy brief by RMI examines the potential for the Great Lakes region of the United States to become a globally competitive hub for Sustainable Aviation Fuel (SAF). It analyzes the region's strengths in feedstock availability, existing ethanol infrastructure, and logistics, while identifying a significant gap in coordinated state-level industrial policy to support the SAF value chain.
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Document type: Policy brief
Electric Vehicle (EV) And Battery Manufacturing in the Great Lakes Region
This briefing by RMI analyzes the potential for the Great Lakes region to lead the electric vehicle (EV) and battery supply chain. While the region possesses historical automotive strengths and significant R&D capacity, it faces competition from the 'Battery Belt' in the Deep South and gaps in state-level industrial policies. The document outlines the four stages of the supply chain—upstream, midstream, downstream, and reuse/recycling—and provides a gap analysis of regional policies compared to federal initiatives, urging Great Lakes states to coordinate on strategic coordination, production incentives, and end-of-life regulations to maintain competitiveness.
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Document type: Briefing
Toward Multipurpose Trade Policy?
The research paper 'Toward Multipurpose Trade Policy?' by Nicolas Lamp describes a paradigm shift in international trade, moving from a primary focus on economic efficiency and liberalization toward 'multipurpose trade policy.' This new approach integrates substantive policy objectives—such as climate mitigation, national security, and labor rights—directly into trade policy rather than treating them as externalities. The author outlines the domestic challenges of balancing incommensurable goals and the international implications, including a declining role for multilateral trade law and the World Trade Organization (WTO).
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Document type: Research paper
Clean Hydrogen–Based Steel in China and Europe: Policy Development and China’s Implication
This RMI insight brief examines the policy landscapes for clean hydrogen-based steelmaking in China and Europe, analyzing the potential for hydrogen-based steel in China and offering policy recommendations to support the transition to zero-carbon steelmaking.
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Document type: Briefing
A Framework for Understanding the Just Energy Transition Partnership on South Africa’s Just Transition
This policy brief by the Institute for Economic Justice critiques the USD 8.5 billion Just Energy Transition Partnership (JETP) for South Africa, arguing that its reliance on 'de-risking' private finance through Independent Power Producers (IPPs) and blended finance shifts commercial risks to the state while privatising gains. The authors contend that this model threatens to increase energy poverty, worsen the national debt profile, and undermine the localisation of renewable energy manufacturing. The document proposes alternative financing pathways, including the regulation of PPPs, debt cancellation for 'odious debt', climate reparations, and the implementation of allocative green credit policies.
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Document type: Policy brief
Anticipating Change: Re-thinking SADC Industrial Policy
This briefing from the South African Institute of International Affairs argues for the adoption of 'anticipatory governance' within the Southern African Development Community (SADC) to transform industrial policy. It suggests that embedding foresight into policymaking allows the region to proactively address uncertainties, such as those highlighted by the COVID-19 pandemic, and leverage emerging trends in digitisation and climate action to achieve sustainable and inclusive economic growth.
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Document type: Briefing
FACT SHEET: NEGOTIATING A SOUTH AFRICAN RENEWABLE ENERGY MASTERPLAN (SAREM)
This fact sheet by the Institute for Economic Justice (IEJ) audits the August 2022 draft of the South African Renewable Energy Masterplan (SAREM). It evaluates the draft against labour recommendations, arguing that the current plan lacks sufficient detail on decent work, public ownership, and aggressive localisation. The IEJ proposes a series of demands for final negotiations to ensure the energy transition supports employment creation, local manufacturing, and a proactive recycling industry.
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Document type: Fact sheet
Climate Finance At COP27: A First Take On South Africa’s JET-IP
This fact sheet by the Institute for Economic Justice (IEJ) provides an initial analysis of South Africa's Just Energy Transition Investment Plan (JET-IP), released on 4 November 2022. The IEJ argues that the plan relies too heavily on private finance and loans, which risks increasing national debt, exacerbating energy poverty through 'cost reflective' tariffs, and failing to provide adequate social security for workers in the coal sector.
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Document type: Fact sheet
How Can Trade Policy Maximize Benefits From Clean Energy Investment?
This research paper examines how trade policy instruments, such as import tariffs and local content requirements, can be used to maximize local economic benefits from renewable energy investments without increasing project costs or delaying the energy transition.
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Document type: Research paper
Aprimorando a Zona Franca de Manaus
This report by the Climate Policy Initiative analyzes the industrial policy of the Zona Franca de Manaus (ZFM), arguing that while it is named a 'free zone,' it functions conceptually as an 'enterprise zone' focused on regional development rather than international trade. The authors suggest that the current incentive structure fails to drive productivity or wage growth and recommend redefining the ZFM's identity to align its fiscal incentives with either international competitiveness or sustainable regional development.
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Document type: Report
Building Momentum for a Just Transition in Canada: Perspectives from civil society
This report by the International Institute for Sustainable Development (IISD) examines how Canadian civil society groups—including labour, environmental, Indigenous, and social organizations—can align their efforts to achieve a just transition to a low-carbon economy. Based on surveys and interviews with 48 organizations, the study identifies core tenets of a just transition, analyzes political and technical barriers, and proposes specific actions for both the Canadian government and civil society to ensure the transition is equitable and inclusive.
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Document type: Report
A New Dawn
A statement by RMI calling for the United States to adopt a robust industrial policy and public-private partnerships to regain global competitiveness in the clean energy transition following the inauguration of the Biden-Harris Administration.
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Document type: Statement
Como melhorar a eficiência no setor de ar-condicionado? O papel da Zona Franca de Manaus
This policy brief by the Climate Policy Initiative analyzes the air conditioning (AC) sector in Brazil, focusing on the impact of the Zona Franca de Manaus (ZFM) industrial policy. It argues that current tax incentives and the Basic Productive Process (PPB) requirements hinder energy and productive efficiency, leading to products with outdated technology and a deterioration in production indicators between 2003 and 2015.
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Document type: Policy brief
Improving efficiency for air conditioners
This policy brief by the Climate Policy Initiative analyzes the air conditioning (AC) sector in Brazil, specifically the impact of the Manaus Free Trade Zone (ZFM) industrial policy. It finds that despite significant tax incentives, the sector has experienced declines in productive and energy efficiency between 2003 and 2015, lagging behind international peers and the broader Brazilian manufacturing industry. The authors argue that the Basic Production Process (PPB) requirements create distortions and hinder the adoption of efficient technologies, such as inverter compressors, and recommend aligning industrial policy with energy efficiency standards.
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Document type: Policy brief
O papel da Zona Franca de Manaus na eficiência do setor de ar-condicionado
This report analyzes the impact of the Zona Franca de Manaus (ZFM) industrial policy on the energy and productive efficiency of the air conditioning (AC) sector in Brazil. It finds that despite significant tax incentives, the sector has experienced a deterioration in efficiency between 2003 and 2015, partly due to restrictive Basic Productive Process (PPB) rules that favor outdated domestic compressor technology over more efficient international alternatives.
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Document type: Report
Does the Manaus Free Trade Zone Have an Impact on Industry Efficiency?
This report by the Climate Policy Initiative (CPI) and PUC-Rio analyzes whether the tax exemptions provided by the Manaus Free Trade Zone (ZFM) have improved the productive and energy efficiency of industries in the region compared to the rest of Brazil between 2003 and 2015. The study concludes that despite significant fiscal incentives, there is no evidence of efficiency gains at either the aggregate or sectoral levels.
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Document type: Report