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The document outlines the technical structure and legal permissions for the Climate TRACE Inventory (v5.11.0). It defines the metadata for emissions source, country-level, confidence, and ownership files, while specifying that most data is available under the Creative Commons Attribution 4.0 International Public License. It also provides a comprehensive list of recommended citations for various sectors and identifies third-party data sources used for specific emissions estimates.

The EU petrochemical industry, a €635 billion sector employing 1.2 million people, is facing a deep structural crisis characterized by ageing assets, high energy costs, and intensifying global competition. The industry is physically organized around approximately 150 chemical parks, with the Antwerp-Rotterdam-Rhine-Ruhr corridor serving as the world's densest concentration of production. However, the EU's global market share in chemical sales fell from 21% in 2009 to 13% in 2024, while China now accounts for 46% of global sales. The sector is experiencing a 'closure wave' of steam crackers—the central units for producing ethylene, propylene, butadiene, and aromatics—due to their 1970s-era scale and high carbon exposure under the EU ETS. Between 2022 and 2025, the industry lost approximately 37 Mt of production capacity, and investment CAPEX dropped from €7.6 billion in 2022 to €1.5 billion in 2025. The report highlights acute vulnerabilities in the supply of primary 'building block' molecules, noting that the EU produces less than 10% of global primary petrochemical capacity and is increasingly dependent on imports for molecules like methanol, where domestic production covers less than 15% of consumption.

The report finds that between 2019 and 2025, 240 global banks provided US$590.8 billion to the top fifteen petrochemical companies, with a high concentration of funding from US, Japanese, Chinese, German, and UK institutions. Institutional investors held US$146.6 billion in exposure to these companies as of September 2025, dominated by US-based asset managers like Vanguard and BlackRock. The document argues that this financing persists despite structural risks such as overcapacity and collapsing profit margins, and often contradicts the public climate commitments of the financial institutions involved.

The briefing outlines five strategic pillars to integrate health into the climate and energy transition agendas for COP 31. These include shifting from a narrow energy transition to a systemic transformation, centering health as a primary result of the transition rather than a co-benefit, accounting for the full fossil fuel value chain (including petrochemicals), aligning fiscal policy with health costs, and closing evidence and communication gaps.

The Center for International Environmental Law (CIEL) advocates for a managed, financed, and equitable fossil fuel phaseout during the First Conference on Transitioning Away from Fossil Fuels in Santa Marta, Colombia. CIEL proposes a binding Fossil Fuel Treaty to fill governance gaps and argues that states have a legal obligation, supported by the International Court of Justice (ICJ), to phase out fossil fuels. Key priorities include dismantling Investor-State Dispute Settlement (ISDS) mechanisms, ending offshore oil and gas licensing, halting petrochemical expansion, and rejecting carbon capture and geoengineering. The document emphasizes that the transition must be funded by the largest cumulative polluters and grounded in human rights and Indigenous leadership.

The report examines how the petrochemical industry serves as a 'Plan B' for fossil fuel companies, creating physical and economic lock-in that threatens global decarbonization efforts. It highlights the rapid growth of plastics and ammonia production, the environmental and health costs of these chemicals, and the use of 'transition narratives' to justify new fossil infrastructure. The authors propose five strategic levers—financial strain, market uncertainty, greenwashing, human health impacts, and just transition frameworks—to curb this expansion and enable a full fossil fuel phaseout.

The document highlights the economic and legal imperatives for South Korea to strengthen its 2035 NDC, noting strong business support for a transition to renewables and a landmark Constitutional Court ruling requiring more robust climate targets to protect citizens' rights.

The document criticizes the US government for granting 'licenses to pollute' to chemical and coal companies, which exposes children to hazardous substances like PFAS, lead, and pesticides. It argues that children are uniquely vulnerable to these toxins and demands the immediate phase-out of organophosphate pesticides, stricter air and water quality standards, and the prohibition of phthalates in consumer products.

The report details how petrochemicals, primarily plastics and nitrogen fertilizers, drive fossil fuel demand and contribute to a 'triple planetary crisis' of climate change, biodiversity loss, and pollution. It highlights the significant health risks to workers and communities, particularly in Europe's Trilateral Chemical Region, and criticizes EU policy for prioritizing industry 'competitiveness' and speculative technologies like carbon capture over a phasedown of production.

The Center for International Environmental Law (CIEL) asserts that a successful global plastics treaty must address the crisis at its source by capping production, as 99 percent of plastics are fossil-fuel derived and production is projected to triple by 2050. CIEL recommends a minimum 70 percent reduction in plastic production by 2050 relative to 2019 levels to align with 1.5°C climate goals. The document warns that current draft texts and the proposed "non-paper" by Chair Luis Vayas may lead to a weak agreement. Essential elements for an effective treaty include binding national targets, bans on hazardous chemicals (of which over 4,200 are known to pose risks), enforceable trade measures, and a financial mechanism such as a fee on primary polymer production. The authors highlight risks from industry lobbying and potential shifts in US policy following the re-election of Donald Trump.

The report categorizes hydrogen applications into 'high-value' (primarily chemical feedstocks) and 'low-value' (primarily energy provision), arguing that the latter are often outcompeted by direct electrification. It warns that without strict guardrails on production, electrolytic hydrogen could increase net greenhouse gas emissions. The author recommends focusing infrastructure on tight industrial clusters and utilizing demand-side policies like advance market commitments and contracts for difference to scale high-value uses while minimizing risks in low-value sectors.

The chemicals industry accounts for 4% to 6% of global greenhouse gas emissions, a level comparable to the steel industry. While chemicals are essential for 96% of manufactured goods and over 75% of emission reduction technologies, their production relies heavily on fossil fuel feedstocks and energy-intensive processes. RMI advocates for a systems approach to decarbonization focusing on reducing petrochemical demand through circular economy principles, improving process and energy efficiency via renewables and hydrogen, and transitioning to defossilized feedstocks to avoid over-reliance on carbon capture and storage (CCS).

India's heavy industries emit 920 million tonnes of CO2 annually, with steel and cement contributing 18% of total national emissions. The report argues that green electrification is a critical lever for decarbonisation, starting with the transition of current electricity demand to renewable energy sources (RES) by 2030 and moving toward deep electrification and power-to-fuel technologies by 2050. By 2030, meeting the projected 253 TWh industrial electricity demand with RES would require 120 GW of capacity and could avoid 180 Mt of CO2. In the long term, a 'Potential Electrification Case' suggests that electricity's share of industrial energy consumption could triple to 34.5% by 2050, requiring 699 GW of RES capacity and potentially reducing CO2 emissions by 37% (737 Mt) compared to business-as-usual.

The report details the systemic impacts of plastic pollution on municipal infrastructure, public health, and ecosystems, asserting that a small number of petrochemical and FMCG companies knowingly exacerbated the crisis by promoting inadequate recycling solutions. It provides a guide for government attorneys to use nuisance, products liability, and consumer protection laws to hold these polluters accountable, drawing parallels to successful litigation against the tobacco and PCB industries.

The report finds that Canadian institutions provided between CAD 7.6 billion and CAD 13.5 billion annually to the fossil fuel sector from 2020 to 2022, while providing only CAD 147 million annually for domestic renewable energy. It identifies Export Development Canada (EDC) as the primary provider of this finance and highlights a critical lack of transparency in reporting. The authors recommend a comprehensive policy that covers the entire fossil fuel life cycle, includes existing investments like the Trans Mountain Pipeline Expansion, and precludes funding for carbon capture and storage (CCS) and blue hydrogen. The report suggests redirecting these funds toward clean electricity and Indigenous-led generation to support Canada's energy transition.

The petrochemical industry is a growing driver of global oil demand and greenhouse gas emissions, with nitrogen fertilisers and plastics as primary contributors. Rapid capacity expansion, particularly in China, is projected to increase emissions beyond 1.5°C warming limits. While technical solutions and recycling are proposed, the low cost of virgin plastics and the limitations of 'downcycling' hinder progress, suggesting that policy should prioritise reuse and the reduction of single-use materials over simple substitution or recycling.

ClientEarth asserts that a global plastics treaty will only be effective if it establishes legally binding production reduction targets, prohibits new plastic plants, and addresses the entire lifecycle of plastics from fossil fuel extraction to waste. The organization highlights that plastics production is projected to consume 20% of the world's carbon budget by 2050 and that only 9% of all plastic ever made has been recycled. The document emphasizes the need to align public and private financial flows with these goals and to prioritize human rights and health, noting that nearly a quarter of the 10,500 chemical substances in plastics are of potential concern for human health.

ClientEarth calls for the Global Plastics Treaty to move beyond recycling and establish legally-binding targets to reduce global plastic production. The briefing highlights that plastics, which are over 99% derived from fossil fuels, contribute significantly to greenhouse gas emissions and that current production trends threaten the 1.5°C global warming limit. Key recommendations for the INC-4 negotiations include adopting a science-based 'full life cycle' approach, halting the construction of new production facilities, and aligning financial flows with the treaty's objectives.

The document asserts that a comprehensive approach to ending plastic pollution must address the entire life cycle, starting from raw material extraction through the production of plastic polymers. It details the chemical processes involved—from feedstocks to monomers and polymerization—and highlights the significant environmental and health risks associated with this production, including greenhouse gas emissions and toxic releases. The brief provides legal and scientific precedents to support the inclusion of production controls in the treaty and recommends specific mechanisms, such as national reduction targets and a moratorium on new production capacity, to effectively reduce the global volume of plastics.

The report provides a detailed market assessment of the refining industry in four key regions, analyzing the transition from traditional crude-based products to low-carbon alternatives like SAF, green ammonia, and e-methanol, while evaluating the impact of regional climate policies.