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The report finds that 2,277 million tonnes per annum (mtpa) of new coal mining capacity is under development globally, with 614 mtpa already under construction. This expansion is heavily concentrated in China, Australia, India, and Russia, which together represent 77% of global development. The authors argue that this trajectory is incompatible with the Paris Agreement, as coal production would need to decline 11% annually through 2030 to limit warming to 1.5°C. If all proposed capacity is realized, 2030 production would be over four times the 1.5°C-compliant pathway. The report also highlights a potential $91 billion USD in stranded assets and significant greenhouse gas emissions, estimated between 5,000 and 5,800 Mt of CO2-equivalent annually from these projects.

The analysis of 29 long-term climate strategies reveals a general commitment to Paris Agreement goals and a growing trend toward 'net-zero' targets regardless of a country's economic development. While these strategies typically include mitigation modeling, near-term targets, and considerations for a just transition, the paper notes that many nations still need to submit strategies or require support for implementation.

Power Forward 4.0 finds that 60% of Fortune 500 companies have set at least one climate or energy target, a 12-percentage-point increase since 2017. While GHG reduction targets are most common (54%) and Science-Based Targets (SBTs) have increased sixfold, only 20% of the Fortune 500 have set or committed to an SBT. The report highlights a rise in net-zero commitments (17%) and 100% renewable energy targets (58 companies), though it notes significant gaps in the financial, fossil fuel, and retail sectors. Despite progress, the report argues that voluntary action is insufficient and calls for federal and state policies, such as carbon pricing, to align the US private sector with the Paris Agreement and the US Nationally Determined Contribution.

The document highlights the necessity of public-private collaboration to decarbonize heavy industry, which contributes approximately 30% of global CO2 emissions. It identifies the Leadership Group for Industry Transition (LeadIT), launched by Sweden and India, as a key arena for international cooperation toward net-zero emissions by 2050. The brief examines specific policy tools such as green public procurement, carbon contracts for difference, and carbon border adjustments, while referencing implementation experiences in countries including South Korea, Denmark, Sweden, Canada, and the UK.

The statement argues that 100% clean power is a prerequisite for global carbon neutrality by 2050, as established by the IEA. It calls on P4G member countries to leverage recent momentum from the IEA and G7 to transition their power sectors away from fossil fuels, particularly coal, noting that the power sector must reach net zero well before the wider economy to enable the decarbonization of other sectors.

The document outlines the current state and future potential of onshore and offshore wind energy in the U.S. It details the economic benefits, including job growth and rural revenue, while addressing environmental impacts on wildlife. It specifically highlights the 'high electrification' scenario from Net-Zero America, projecting significant capacity increases and employment growth by 2050, particularly in states like Texas and the Midwest.

Legal & General is identified as the top UK coal investor, holding $7.2 billion in the sector as of January 2021. The document criticizes the company's weak exclusion thresholds and the fact that its passive assets, totaling $1 trillion, are not subject to coal exclusion policies, allowing continued investment in high-emitting companies like BHP Group.

Reclaim Finance criticizes ENGIE's new climate targets, noting that while the company moved its net-zero goal to 2045, it lacks absolute emission reduction targets aligned with 1.5°C. The analysis highlights a continued reliance on LNG and the risks of converting coal plants to gas or biomass, particularly in Chile, while noting that ENGIE's renewable energy investments lag behind competitors like Enel.

Reclaim Finance assesses JPMorgan Chase's (JPMC) 2030 portfolio targets, concluding that while the inclusion of underwriting and the setting of interim targets are positive, the oil and gas targets are unacceptably weak. The document highlights that JPMC provided $317 billion in fossil fuel finance between the Paris Agreement's adoption and the end of 2020. It argues that JPMC's reliance on emissions intensity metrics rather than absolute emissions reductions allows for continued support of fossil fuel expansion, citing JPMC's financing of Total and ExxonMobil as examples.

The Framework for Sustainable Finance Integrity is a consultation draft designed to provide guardrails for the financial sector's move toward net zero and sustainability. It identifies a gap between the proliferation of individual financial coalitions and the actual pace of real-economy impact, noting that current commitments may not align with a net zero trajectory. To address this, the framework establishes benchmarks across three categories: targets and objectives, implementation, and metrics and transparency. It also introduces investment blueprints for Recovery Bonds and Results-based Financing to facilitate cross-institutional collaboration.

The World Resources Institute critiques the World Bank Group's draft Climate Change Action Plan, asserting it falls short of the urgency required by the Paris Agreement. The briefing recommends that the World Bank Group implement a numeric emissions cap, phase out fossil fuel financing—specifically natural gas—and prioritize climate resilience through better project design and staffing. It further suggests improving climate finance reporting to measure actual impact rather than just financial inputs and providing more technical resources to low- and middle-income countries to help them develop projects that move beyond 'business-as-usual' development.

The document highlights the elevation of climate security at the Leaders Summit on Climate, noting the US target to reduce greenhouse gas pollution by 50 to 52 percent by 2030. It emphasizes a 'whole-of-government' US approach involving military, intelligence, and diplomatic strategies, while noting the concrete security strategies of the UK and NATO. The text also observes varying levels of climate security expertise among participating nations, such as Kenya and Japan compared to the Philippines, suggesting an opportunity for the US to provide capacity-building tools.

Reclaim Finance argues that Barclays is a leading global financier of coal and fossil fuels, providing over $27 billion to coal companies between 2018 and 2020. The statement criticizes the bank's current policies for allowing the funding of companies with coal expansion plans and calls for a full exit from coal by 2030 in EU/OECD countries and 2040 worldwide.

The report argues that climate change acts as a risk multiplier in the India-China rivalry, increasing the likelihood of conflict through material threats and perceptual risks. Key vulnerabilities include increased flooding in the Brahmaputra River Basin, which may be misconstrued as Chinese water manipulation, and warming in the western border region that could facilitate more frequent military patrols and clashes. The study also highlights the security implications of China's Belt and Road Initiative (BRI) dam projects on the Indus and Brahmaputra rivers. To mitigate these risks, the authors recommend establishing granular data-sharing agreements, joint early warning systems for natural disasters, and long-term river basin treaties involving all riparian states.

The report finds that climate change will act as a risk multiplier in the India-China rivalry, increasing the likelihood of conflict through material environmental changes and perceptual misinterpretations. Key risks include increased flooding in the Brahmaputra River Basin, which may be misconstrued as Chinese water manipulation, and warming in the western border region that could facilitate more frequent military patrols and clashes. The study also highlights the role of China's Belt and Road Initiative (BRI) dam projects on the Indus and Brahmaputra rivers as sources of regional instability and distrust. To mitigate these risks, the authors recommend institutionalizing data-sharing, establishing joint early warning systems for natural disasters, and pursuing long-term river basin treaties.

Ember estimates that Drax's proposed BECCS plant would cost UK energy bill-payers £31.7 billion over a 25-year lifetime, adding approximately £16 annually to each household's energy bill. The report warns that the project's ability to provide negative emissions is highly uncertain due to the carbon neutrality assumptions of woody biomass, which may instead result in net emissions in worst-case scenarios. It argues that relying on BECCS for the UK's net-zero targets constitutes a serious policy risk and recommends tightening biomass regulations and exploring alternative negative emission sources.

The report identifies five key technical solutions for net-zero—energy efficiency, electrification, low-carbon fuels, heavy industry decarbonization, and carbon removal—and five strategic recommendations for Canada, including the creation of industry consortia, Indigenous leadership, a whole-of-government approach, a just transition for workers, and a transparent framework for carbon offsets.

The report analyzes government energy-related spending during the COVID-19 pandemic, finding that a significant portion of recovery funds still supports fossil fuel-intensive sectors. It proposes five core principles for a 'fossil-free recovery': ending public funding for fossil fuel production, reforming fossil fuel subsidies and taxes to raise revenue, 'swapping' those funds into clean energy (access, efficiency, transport, and power), incentivizing private investment in clean electricity, and ensuring a just transition for affected workers and communities.

The report finds that the City of London is the world's third largest source of loans for the global coal industry, with top UK banks providing $56 billion to coal companies between October 2018 and October 2020. It highlights a significant gap between the UK's net-zero rhetoric and the actual activities of its financial sector, noting that no UK financial institution has adopted a robust coal exit policy. The document specifically identifies Barclays, HSBC, and Standard Chartered as major providers of coal finance, and Legal & General as the largest UK investor in coal. It contrasts this with the French financial sector, where many institutions have committed to ending support for coal expansion. The report concludes with a set of ten rules for UK financiers to exit coal and calls for an immediate end to the expansion of all fossil fuels, including oil and gas.

The report details SEforALL's efforts over a 100-day period to accelerate the clean energy transition. Key activities include the launch of the 'Be Bold' campaign, coordination of the UN High-level Dialogue on Energy and its Energy Compacts, and supporting the COP26 Energy Transition Council. The organization also highlights research on sustainable cooling, a youth summit, and specific technical assistance for energy access in Nigeria and Sierra Leone, alongside a new healthcare electrification partnership with USAID and Power Africa.