Search Climate Insights Directory

The study finds that while solar PV is the backbone of Nigeria's net-zero electricity system, the lowest-cost and most reliable pathways require a technology-neutral approach that includes nuclear power and natural gas with carbon capture and storage (CCS). Restricting these firm low-carbon technologies increases total installed capacity by approximately 50% and annual investment requirements by about 7%. Under baseline demand, net-zero timelines require average annual investments of US$7–10 billion, but a high-demand scenario aligned with Nigeria Agenda 2050 would increase average annual investment to US$35.8 billion and nearly triple total system costs.

In 2025, EU wholesale electricity prices rose in 21 countries, driven by spikes during peak gas-use hours. Grid-scale battery capacity in the EU exceeded 10 GW in 2025, more than double the 4 GW recorded in 2023. A pipeline of projects in Germany, Poland, and Italy could push capacity beyond 40 GW, potentially displacing costly gas generation and reducing the waste of curtailed wind and solar power.

In 2025, the EU power sector reached a tipping point as wind and solar generated 30.1% of electricity, surpassing all fossil fuel sources at 29.0%. Solar generation hit a record 369 TWh, growing by 20.1% over 2024, while coal fell to a historic low of 9.2% of the mix. Despite a slight increase in gas power generation and associated import costs, renewables provided nearly half of the EU's electricity (47.7%), with solar output helping to offset low wind and hydro production caused by unusual weather in early 2025.

The Union of Concerned Scientists analysis finds that Michigan's electricity demand could nearly double by 2050, driven significantly by AI-related data centers. While current policies may lead to increased fossil gas capacity and emissions due to an energy export loophole, a proposed CO2 reduction policy could enable Michigan to meet 95% of its 2050 demand with renewables and low-carbon sources, avoiding $3.5 billion in local health costs and $408 billion in global climate damages.

The report argues that the United States can meet surging electricity demand from AI data centers using clean energy while phasing out fossil fuels, provided that stronger state and federal policies are implemented. It warns that under current policies, data center growth will increase reliance on gas and coal, leading to higher emissions and significant costs for ratepayers. Conversely, adopting clean energy policies—such as restoring federal tax credits and implementing carbon-free electricity standards—could save trillions of dollars in climate and health damages, far outweighing the costs of the energy transition.

In 2025, the EU reached a milestone where wind and solar generated more electricity (30.1%) than all fossil fuel sources (29.0%) for the first time on record. Solar generation grew by 20.1% to reach a record 369 TWh, while coal fell to a historic low of 9.2% of the mix. Despite this, gas generation rose by 8% due to low hydro output, increasing the EU power sector's gas import bill by 16% to €32 billion. The report highlights the role of a growing battery pipeline—exceeding 10 GW of large batteries in 2025—in reducing reliance on expensive gas and mitigating the curtailment of clean power, particularly in Germany.

The paper argues that while West Africa possesses over 300 Tcf of proven gas reserves, regional prosperity is hindered by regulatory fragmentation, bilateral financing that bypasses regional coordination, and global decarbonization risks. It recommends the adoption of a binding regional gas code, the creation of a 5 billion USD Gas Infrastructure Development Fund, and the establishment of a West African Gas Task Force to align national and external investments with a 10-year regional roadmap.

The report highlights a trend of massive infrastructure spending by both electric and gas utilities in the U.S., which is driving up consumer energy bills. While the electric sector has a 'full toolbox' of regulatory and technical solutions to manage costs, the author contends that gas utility solutions are 'more nascent and uncharted.' The document proposes the use of a gas system analysis (GSA) to provide the foundational technical information necessary for decision-makers to avoid investing in redundant or irrelevant long-lived assets.

Colombia is projected to face a gas supply deficit starting in 2030, with domestic production and import capacity unable to meet demand. The report argues that this vulnerability can be mitigated by implementing energy efficiency measures in the industrial sector and electrifying cooking and water heating in the residential sector. Together, these actions could reduce 2030 gas demand by 21,545 GBtu, which is 1.5 times the projected deficit for that year. The authors recommend a planned exit from gas, including a national appliance replacement programme, the reorientation of subsidies toward electrification, and the limitation of new fossil fuel infrastructure to avoid carbon lock-in.

Colombia faces a projected gas supply deficit from 2030 onwards as domestic production declines. The report argues that the country can mitigate this risk and avoid costly imports by implementing energy efficiency in industry and electrifying cooking and water heating in the residential sector. It recommends a planned, just transition that includes a national appliance replacement programme, the reorientation of subsidies, and the limitation of new fossil fuel infrastructure to avoid carbon lock-in.

Colombia faces a projected gas supply deficit starting in 2030, as national production declines and import capacity becomes insufficient. The report argues that this vulnerability can be mitigated by reducing demand through a 14% increase in industrial energy efficiency and the electrification of residential cooking and water heating. Specifically, replacing 10% of gas stoves and 30% of water heaters with electric alternatives could significantly lower demand. The authors recommend a planned, just transition that includes reorienting subsidies toward electrification, implementing a national equipment replacement program, and avoiding long-term fossil fuel lock-ins like fracking.

The document details a proposed expansion of at least 45 ammonia facilities in the US, primarily in Texas and Louisiana, which could quadruple production. It critiques the 'blue ammonia' label as greenwashing, noting that carbon capture systems often fail and that ammonia is a highly toxic substance. The text highlights the dangers of ammonia leaks to human health and aquatic ecosystems, citing specific recent disasters in Oklahoma, Iowa, and Illinois, and argues against creating speculative markets for ammonia as a shipping fuel or energy carrier.

The report provides an extensive archive of advertisements from ExxonMobil, BP, Shell, and Chevron, organized into appendices that highlight deceptive themes such as overstating greenhouse gas reductions, exaggerating renewable energy commitments, shifting responsibility to consumers, and promoting natural gas, carbon capture, hydrogen, and algae biofuels as viable climate solutions.

The report analyzes over 300 advertisements from four oil majors, arguing that they used 'paltering'—mixing truth with omissions—to mislead the public about emissions reductions, renewable energy investments, and the viability of technologies like carbon capture and algae biofuels.

The report provides a detailed appendix of advertising campaigns from four major oil companies—BP, Chevron, ExxonMobil, and Shell—from 2000 to 2025. It identifies the agencies and professionals involved and describes the strategic goals of these campaigns, which often focused on rebranding the companies as environmentally responsible, promoting natural gas as a 'bridge' fuel, and shifting focus toward individual carbon footprints and low-carbon technologies like algae biofuels and carbon capture.

Following the 2022 invasion of Ukraine and subsequent Western sanctions, Russia has pivoted its fossil fuel exports toward Asia. While this has partially offset revenue losses from the European market, the report argues that Russia remains locked in a hydrocarbon-centric model that is increasingly misaligned with the decarbonisation trajectories of its primary Asian customers. China and India have leveraged discounted Russian oil and coal to support economic growth while simultaneously diversifying their energy portfolios and expanding renewable capacity. Vietnam has seen modest growth in Russian coal and nascent LNG trade, balancing energy security with sustainability goals. The report highlights structural bottlenecks, such as limited rail capacity for coal and the risks of a 'shadow fleet' for oil, as significant constraints on Russia's long-term export viability.

The report analyzes Russia's strategic use of climate-related disinformation to advance geopolitical goals. It details how the Kremlin exploits climate disasters in the West to stoke polarization, suppresses domestic environmental activism to prevent unrest, and manipulates narratives in the Arctic and Africa to secure economic and political influence. The document highlights the intersection of Russian influence with far-right rhetoric and the emerging threat of AI-driven disinformation, while arguing that subnational and international cooperation is essential to counter these efforts as US federal defenses weaken.

The report proposes a Gas System Analysis (GSA) framework to counter rising consumer costs and risks associated with massive gas infrastructure investments. It outlines a three-part process: depicting current system characteristics, defining future scenarios (including business-as-usual and alternative pathways), and forecasting impacts on costs, emissions, and public health. The framework aims to prevent stranded assets and support the transition to clean heat through electrification and non-pipeline alternatives.

The document outlines a granular, asset-level process for financial institutions (FIs) to map a company's transition footprint. This process involves five key steps: assessing double materiality to prioritize business lines, gathering detailed asset-level data, identifying retrofit and retirement timelines, selecting appropriate transition benchmarks (such as NDCs or peer data), and evaluating the resulting transition exposure. The guide emphasizes that moving beyond high-level emissions disclosures to asset-specific analysis allows FIs to identify carbon lock-in, policy misalignment, and opportunities for early retirement of high-emissions assets.

Reclaim Finance and 19 youth and student organizations have issued an open letter to Agirc-Arrco, ERAFP, and the Fonds de réserve pour les retraites, urging them to stop funding the development of coal, oil, and gas. The signatories argue that continued investment in fossil fuel companies, such as TotalEnergies and BP, and the use of asset managers like BlackRock, contradicts scientific goals to limit global warming to 1.5°C and threatens the future stability, health, and security of young people.