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In June 2025, solar power became the largest source of electricity in the EU, generating 22.1% of the total supply. This milestone coincided with record-high wind generation for May and June and a record low for coal's share of electricity. However, the first half of 2025 saw an overall increase in fossil fuel generation, driven by higher gas use and lower hydropower output due to drought.

The 2025 Corporate Climate Responsibility Monitor finds that most major global companies fail to align their business models with the Paris Agreement's 1.5°C goal. While some companies like Apple, H&M Group, and Stellantis show 'moderate' integrity, none of the 20 companies in the sector deep dives achieved 'reasonable' or 'high' integrity ratings. The report argues that GHG emission reduction targets alone are insufficient and must be complemented by transition-specific alignment targets to ensure credible decarbonisation.

The briefing identifies the "Pennsylvania Plus" (Penn+) region—covering the Marcellus and Utica basins—as a prime location for a differentiated gas market due to its high supply of low-methane gas and strong infrastructure. It notes that while supply is ample, buyer demand is hindered by lack of awareness, reporting uncertainties, and perceived costs. The author urges corporate buyers to commit to low-leakage gas by 2030 and pilot transactions to catalyze supply-chain mitigation.

The Institute for Energy Economics Japan (IEEJ) produces energy forecasts with significantly higher gas demand and carbon emissions than those of the IEA, ExxonMobil, and BP. This is driven by higher projected costs for solar and wind, a preference for thermal power as a backup to renewables, and optimistic forecasts for carbon capture and storage (CCS) deployment. The IEEJ maintains close ties to the Japanese government and industry, while Japan remains a major global financier and trader of gas.

The EU is projected to reduce total gas demand by 7% by 2030 compared to 2023 levels, falling from 326 bcm to 302 bcm. This trend follows a sharp decline between 2021 and 2023, where demand dropped from 404 bcm to 326 bcm. Despite this decline, LNG import capacity is expected to increase by 54% by 2030 relative to 2023, suggesting a risk of over-investment in infrastructure. Simultaneously, the EU is increasing its electrification rate, with National Energy and Climate Plans (NECPs) indicating a planned increase from 23% today to 30% by 2030, approaching the EU-level target of 32-33%. All 17 NECPs that reported 2030 electricity demand forecast an increase compared to 2023, reflecting a transition toward replacing fossil fuels with domestically generated clean electricity.

Analysis of EU National Energy and Climate Plans (NECPs) indicates a structural shift toward a cleaner, electrified economy, with gas demand projected to fall by 7% by 2030. The EU is targeting a 30% electrification rate and a 66% share of renewables in electricity generation by 2030. While solar targets are achievable and potentially conservative compared to market outlooks, wind targets face significant implementation challenges due to grid and permitting bottlenecks. The report recommends that the European Commission enforce more comprehensive and digitally accessible reporting for future NECP cycles.

A group of state Attorneys General requests that the U.S. Department of Justice recommend legislation to shield energy companies from climate-related liability and restrict federal funding for states pursuing climate lawsuits. The authors argue that such "climate lawfare" undermines national security and economic prosperity by targeting traditional energy resources like oil, natural gas, and coal.

The document reports on a significant shift in the oil market as OPEC+ increases production, leading to lower prices and potential decline in US shale output. It highlights a landmark German court ruling establishing that high-emitting companies can be held liable for climate damages and discusses various challenges facing the LNG and gas power sectors globally, alongside regulatory uncertainties for hydrogen in the US and EU.

The report finds that while some fashion companies have improved their GHG emission reduction targets, these commitments often lack credibility due to a failure to implement systemic transitions. Key issues include a reliance on 'false solutions' like biomass and fossil gas instead of electrification, limited transparency regarding supply chain energy, and a persistent adherence to fast fashion business models that prioritise volume over value. While H&M Group is noted for its transparency in disclosing supply chain energy balances, the sector generally lacks the prescriptive guidance and regulatory interventions needed to curb overproduction and scale low-GHG fibres.

Carbon Market Watch criticizes the EU Modernisation Fund for continuing to finance fossil gas, waste incineration, and biomass projects, noting that at least EUR 4.2 billion (27% of spending) has gone to investments not aligned with the fund's aims. The organization calls for more ambitious emissions avoidance benchmarks and a shift in funding toward grid improvements, renewables, building renovation, and public transport electrification to support lower-income member states ahead of the 2027 ETS2 implementation.

Mexico's electricity sector is highly dependent on US gas imports, with 54% of electricity generated using imported gas in 2024. The report argues that accelerating the transition to clean energy—specifically solar and wind—can enhance energy security and independence. Achieving a 45% clean generation target by 2030 would require 46 GW of new capacity, potentially reducing gas imports for power by 20% and saving $1.6 billion USD annually. Such a transition would also create over 434,000 direct jobs in construction and operation.

The briefing argues that the Asian Development Bank's (ADB) technical assistance (TA), while a small part of overall financial commitments, exerts significant strategic influence over policy and project design. The authors contend that TA can act as a form of indirect funding for fossil gas and call for the ADB to align its energy policy with a total fossil gas phase-out, improve transparency, and ensure environmental and social risk disclosure for all TA.

The briefing argues that the Asian Development Bank (ADB) uses technical assistance (TA) as a form of indirect funding that prolongs reliance on fossil gas. While TA is a small portion of overall financial commitments, it significantly influences policy directions and project design. The authors call for the ADB to align its energy policy with the Paris Agreement's 1.5°C goal by phasing out fossil gas support and implementing stricter risk disclosure, transparency, and accountability mechanisms for TA.

The briefing contends that the Asian Development Bank (ADB) uses technical assistance (TA) to enable fossil gas infrastructure and planning, despite pledges to align with the Paris Agreement. It highlights how vague terms like 'low-carbon' and 'transition infrastructure' allow the ADB to support gas-related projects in countries such as Pakistan and Indonesia. The document notes that TA for energy projects in 2024 lacked fuel specifications in 45.9% of cases, hindering transparency. It further argues that these projects often ignore gender impacts and risk creating stranded assets. The author recommends that the ADB explicitly exclude fossil gas from its 'clean energy' definitions and phase out all direct and indirect support for midstream and downstream gas infrastructure.

Trend Asia criticizes the new PP KEN for extending the use of fossil fuels until 2060, lowering renewable energy targets for 2030, and promoting high-risk or non-renewable 'new energy' sources like nuclear, hydrogen, and ammonia. The report highlights the environmental and social risks of bioenergy, specifically co-firing and Energy Plantation Forests (HTE), which it links to deforestation and land grabbing. It further argues that the policy lacks transparency, excludes community-scale renewable energy, and prioritizes industrial interests over human rights and ecological sustainability.

The report analyzes the New PAC's infrastructure plans for the Amazon, finding a disconnect between project distribution and actual regional needs. It highlights contradictions between the program's green growth discourse and its inclusion of high-impact projects like the Ferrogrão railroad and BR-319 highway, as well as investments in natural gas power plants. The authors argue that the New PAC lacks transparency and fails to align with the Action Plan for the Prevention and Control of Deforestation in the Legal Amazon (PPCDAM). Recommendations include creating a comprehensive regional development plan, prioritizing infrastructure in the 'Deforested Amazon', and shifting energy investments toward solar and wind power.

Reclaim Finance criticizes ENGIE's 2025 climate plan for its lack of a fossil gas phase-out date and continued investment in gas infrastructure. While the company increased its 2030 renewable energy target to 95 GW, the analysis finds that ENGIE's decarbonization target of 2045 is incompatible with IEA Net Zero scenarios. The report highlights that CAPEX for fossil fuel technologies remains nearly unchanged and recommends that shareholders vote against the 'Say on Climate' presentation and the reelection of CEO Catherine MacGregor.

The document argues that the market price of fossil fuels fails to account for significant 'hidden costs' or externalities occurring during extraction, transport, and combustion. It details the severe health impacts of coal mining, such as black lung and cardiovascular disease, and the environmental degradation caused by mountaintop removal in Appalachia. The paper also examines the risks of oil and gas drilling, including methane leakage, water contamination from fracking, and catastrophic spills. Finally, it quantifies the economic burden of air pollution and global warming emissions, contrasting these with the lower impacts of renewable energy sources.

The briefing assesses the energy transition of the Three Seas Initiative (3SI) region, noting that while some countries have reduced gas demand and integrated grids, Russian gas imports rose in 2024 for several members. It warns that planned expansions of LNG and pipeline capacity by 2030 risk creating stranded assets due to declining demand. The author recommends that the 10th Three Seas Summit focus on a 2027 Russian gas phase-out, the creation of a 'Transmission Highway' for clean power, and the development of regional energy hubs.

The document assesses the World Bank, Asian Development Bank (ADB), and African Development Bank (AfDB) against criteria for renewable energy transition, democratic energy systems, and environmental and social safeguards. It finds that these institutions often prioritize loans over grants, maintain gender-blind financing, and continue to invest in 'false solutions' such as large hydropower and hydrogen, despite their stated climate commitments.