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EU State of the Union 2026: From energy ambition to delivery
The document analyzes the 2026 State of the European Union address, emphasizing that while the EU has made progress in clean electricity, it now faces a critical 'delivery' phase. It argues for a diverse energy mix including clean firm power, the acceleration of grid expansion to resolve connection bottlenecks, and the use of the Industrial Decarbonisation Bank to move projects to final investment decisions. Additionally, it stresses the importance of maintaining strong methane regulations and creating lead markets for low-carbon products to ensure industrial competitiveness and energy security.
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Document type: Policy brief
NEPA by the Numbers
The report finds that 91% of energy-related federal actions are categorically excluded from higher-level NEPA reviews, with higher scrutiny typically reserved for larger-scale projects. It provides quantitative evidence that tiered reviews can reduce timelines compared to standard Environmental Impact Statements (EIS). The analysis identifies the Department of the Interior as the central hub for interagency coordination on decarbonization projects. Additionally, it notes a modest reduction in EIS page lengths following the Fiscal Responsibility Act of 2023, while highlighting significant gaps in federal data management and metadata standardization.
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Document type: Report
State-Led Planning, Development, and Procurement
The report identifies a 'planning gap' in deregulated U.S. power markets where short-term wholesale price signals and Clean Electricity Standards (CES) fail to incentivize long-lead time, capital-intensive technologies like nuclear, geothermal, and long-duration energy storage. To address this, the authors propose a 'hybrid market' approach called state-led planning, which consists of three core components: system needs assessments, technology development roadmaps, and state-led procurement. This framework allows states to provide the long-term revenue certainty required by investors while maintaining the operational efficiencies of competitive wholesale markets. The report highlights Illinois's Clean and Reliable Grid Affordability Act as a primary example of this approach in practice and discusses the role of FERC Order 1920 in improving regional transmission planning.
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Document type: Report
Technology Explainer: Europe’s heatwaves are testing nuclear plants. What does it mean for nuclear energy in a warming climate?
Recent European heatwaves have forced nuclear plants in France, Romania, and Hungary to reduce output or shut down due to high river temperatures and low water levels, which trigger environmental protections for aquatic ecosystems. While these disruptions are environmental operating constraints rather than safety failures, they highlight the need for climate-resilient design. Adaptation options include transitioning to indirect or dry cooling systems, utilizing deeper seawater for coastal plants, and deploying advanced reactors or small modular reactors that require less water. The document emphasizes that these challenges are shared by other thermal power plants and that future energy planning must incorporate projected climate conditions into siting and design.
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Document type: Guide
The missing link in America’s nuclear energy future: Standardization at scale
The document argues that the United States must shift from a fragmented approach of one-off nuclear projects to a strategy of standardization and repeat construction to efficiently scale nuclear energy deployment.
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Document type: Statement
A quarter of EU power came from solar for the first time in June
In June 2026, solar power provided 25% of the EU's electricity, generating a record 52 TWh and becoming the bloc's largest single power source for the third time ever. This follows a period of rapid growth where solar capacity increased by more than a fifth annually between 2021 and 2025, with 65.1 GW installed in 2025 alone. Individual member states also hit records, with Germany reaching a 36% solar share in June and Spain exceeding a third of its power from solar for the first time.
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Document type: Report
U.S. clean energy investments: 2026 Quarter 1 analysis
In Q1 2026, U.S. clean energy investments were heavily influenced by executive branch implementation and policy certainty. While electric power investments increased—driven by a massive nuclear project in Texas—manufacturing investments declined for the sixth consecutive quarter. Federal support strongly favored critical minerals and battery storage, while sectors like hydrogen, solar, and sustainable aviation fuel (SAF) faced mixed outcomes due to fragile policy support and tightened tax credit eligibility windows.
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Document type: Report
Strait Talk
The document reports that non-fossil sources reached a record 46.2% of the global electricity mix in April, with wind and solar accounting for 21.3%. It discusses how the instability of the Strait of Hormuz has exposed the fragility of fossil fuel supply chains, prompting countries like China, Poland, and the Philippines to accelerate electrification and renewable energy adoption. Despite this, global fossil fuel subsidies are expected to exceed USD 1 trillion this year, and major energy firms like Shell and BP are pivoting back toward traditional oil and gas models. The text also notes the climate risks evidenced by record heatwaves in Europe and record global carbon emissions in 2025.
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Document type: Newsletter
Uwagi do projektu Strategii Transformacji Ciepłownictwa do 2040 r.
The Clean Air Task Force (CATF) proposes several amendments to Poland's draft Heating Transformation Strategy to 2040. Key recommendations include a more nuanced approach to nuclear heating—distinguishing between large plants, SMRs for cogeneration, and heat-only SMRs—and the removal of renewable hydrogen as a general heating solution due to inefficiency. CATF also advocates for enhanced risk-sharing mechanisms for geothermal energy, specifically 'Super Hot Rock Energy', and the legal and financial inclusion of energy communities and social ownership models to increase local acceptance and efficiency.
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Document type: Statement
COMMENTS ON THE DRAFT NATIONAL ENERGY POLICY 2025
Natural Justice critiques the draft National Energy Policy (NEP) 2025 for Kenya, highlighting a contradiction between its clean energy goals and its proposal to continue oil, coal, and nuclear development. The organization argues that these fossil-fuel and nuclear pathways risk creating stranded assets and undermine climate commitments. Key recommendations include the adoption of a dedicated Just Energy Transition chapter, the mandatory use of Community Development Agreements (CDAs), and the alignment of land acquisition practices with World Bank standards. Natural Justice specifically urges the removal of nuclear energy and liquefied natural gas (LNG) from the policy in favor of geothermal, solar, and wind alternatives.
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Document type: Statement
Tunisia: Conclusion and Recommendations
The report analyzes Tunisia's economic and social outlook, contrasting a 'Current Path' of moderate growth with a 'Combined scenario' that predicts significant improvements in GDP, poverty, and inequality by 2043. It argues that current gains are insufficient to meet Vision Tunisie 2035 and Agenda 2063 goals without strategic reforms. Key recommendations include diversifying energy sources, integrating climate resilience into planning, and expanding manufacturing and agricultural productivity to overcome constraints like high youth unemployment and energy deficits.
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Document type: Report
Tripartite Contracting for Clean Electricity
The report proposes a tripartite contracting model for Europe, where a state-backed intermediary connects clean energy suppliers and industrial consumers. This mechanism aims to solve structural barriers in bilateral Power Purchase Agreements (PPAs), such as creditworthiness requirements for SMEs and the mismatch between variable renewable generation and industrial baseload demand. By pooling diverse technologies—including renewables, storage, and clean firm capacity—the intermediary can offer 24/7 clean power products and absorb counterparty risk. The document outlines an implementation roadmap involving the European Commission and Member States, emphasizing the need for harmonized Guarantees of Origin, improved two-sided Contracts for Difference (CfDs) design, and integrated grid planning.
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Document type: Report
Modernizing Federal Agency Practices
The report outlines a framework for federal agencies to optimize the delivery of energy incentives through three core principles: strategic planning, resource management, and communications. It suggests that agencies narrow their priorities, delegate decision-making, and involve industry early in program design to accelerate the commercialization of energy technologies. Specific recommendations include streamlining the application process for grants and loans, tailoring community benefit models to local needs, and providing transparent, phased guidance for tax credits to increase investor certainty.
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Document type: Report
Common Ground: Where Environment and Energy Policies Find Consensus on Capitol Hill
An analysis of 393 environmental and energy bills introduced in the first quarter of 2026 reveals that 45% were bipartisan. Bipartisan bills showed a higher rate of legislative advancement (22%) compared to non-bipartisan bills (15%). The highest level of consensus was found in oceans and biodiversity, where approximately 67% of bills were bipartisan. Other areas of strong cooperation include disaster management, wildfires, and permitting reform. The report notes that successful bipartisan legislation often focuses on concrete economic impacts or specific, narrow scopes and typically avoids using the terminology of climate change. In contrast, energy bills were less bipartisan, with Republicans focusing on deregulation and Democrats on clean energy tax credits, although specific technologies like geothermal, hydropower, nuclear, and waste-to-energy maintain bipartisan support.
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Document type: Report
EGYPT DEVELOPMENT FUTURES: GEOGRAPHIC FUTURES
The report concludes that Egypt is unlikely to meet its Vision 2030 growth targets on its current path, with projected average growth of 4.7% by 2043 compared to a 12% target. It identifies structural challenges including fiscal instability, high inflation, and a lack of job creation. To address these, the author recommends targeted interventions in health, education, agriculture, manufacturing, and infrastructure, specifically highlighting the completion of the El Dabaa Nuclear Power Plant to add 4.8GW of capacity and the use of diaspora bonds to attract capital.
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Document type: Research paper
Guinea-Bissau Development Futures
The report projects that Guinea-Bissau's population will grow to 3.2 million by 2043, with a shift toward an urban-majority population. While GDP is expected to quadruple on the Current Path, extreme poverty will remain high. The report evaluates 11 sectoral scenarios, identifying agriculture and free trade as the most potent drivers for increasing GDP per capita and reducing poverty. A combined Agenda 2063 scenario suggests a potential GDP of US$16.4 billion and a significant reduction in poverty to 14.9% of the population, though this would be accompanied by an increase in carbon emissions to 1.2 million tons.
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Document type: Report
Testimony of Patrick White, PhD, Group Lead for Fusion Safety and Regulation Clean Air Task Force Legislative Hearing to Examine S. ____ Build Nuclear with Local Materials Act; Discussion Draft S. ___ RECHARGE Act; and Discussion Draft S. ____ Enrichment Licensing Modernization Act Before the United States Senate Committee on Environment and Public Works Subcommittee on Clean Air, Climate and Nuclear Innovation and Safety
The testimony evaluates the Build Nuclear with Local Materials Act, the RECHARGE Act, and the Enrichment Licensing Modernization Act, arguing that while the intent to accelerate nuclear deployment is correct, some legislative approaches should be shifted to agency rulemaking to ensure transparency and regulatory flexibility.
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Document type: Statement
Joint Letter to Prime Minister Mark Carney on Alberta-Federal MOU
Six climate and clean energy organizations are calling on Prime Minister Mark Carney to resolve the Alberta-federal Memorandum of Understanding (MOU) on energy and climate policies. The letter emphasizes that the failure to meet the April 1 deadline is stalling industrial investment and hindering Canada's transition to a low-carbon economy. The organizations identify three critical unresolved areas: the need for a minimum effective TIER credit price of $130 by 2030, the removal of barriers to wind and solar deployment to meet rising electricity demand, and the implementation of methane regulations that are equivalent to federal standards.
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Document type: Statement
Climate misinformation as a systemic risk to information integrity in German media
The report identifies 47 unchallenged cases of climate misinformation across six German TV channels (Sat.1, ZDF, ProSieben, RTL, Das Erste, and Kabel Eins) from April 2025 to April 2026. It finds that misinformation is often reactive, peaking around political events like the 2025 federal elections and the 2026 Climate Action Programme. The most dominant narratives target the economic and technical reliability of the Energiewende, while others focus on nuclear energy inaccuracies and the deflection of national responsibility. Politicians and guests are the primary vectors, accounting for 70% of cases, though journalists and commentators also contribute nearly 30%. Both public (ZDF) and private (Sat.1) broadcasters show vulnerability, with ZDF's risk linked to political talk shows and Sat.1's to the loosely structured format of morning shows. The report recommends journalist training on obstruction mechanisms, real-time fact-checking for live panels, and the creation of an independent media observatory.
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Document type: Report
2025 in Review
In 2025, global electricity generation reached a historic milestone as renewables overtook coal power for the first time in 100 years, accounting for 33.8% of the global mix. This shift was driven by a record increase in solar power generation (636 TWh), which alone met 75% of the global electricity demand growth. Consequently, global fossil generation saw a slight decline of 38 TWh, marking the first such decrease since 2020 outside of a global recession or exceptionally mild year. This trend was most prominent in China and India, where fossil generation fell for the first time simultaneously in the 21st century. While Asia remains the only region where coal still exceeds renewables, the global emissions intensity of electricity fell to 458 gCO2e per kilowatt hour in 2025.
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Document type: Report