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The document outlines a series of 'must-have' and 'nice-to-have' recommendations for the Polish state and the European Union to unlock SMR deployment. For Poland, priorities include durable political support, flexible financing models like adjustable Contracts for Difference (CfDs), national coordination for technology down-selection, and a dedicated workforce development framework. It also emphasizes the need to streamline permitting for SMRs on industrial sites, potentially leveraging the EU's Net-Zero Industrial Act (NZIA). At the EU level, the document calls for increased funding from existing and future funds (MFF 2028-34), a more relaxed State Aid process, and the formal recognition of nuclear technology's contribution to decarbonisation goals. Additionally, it suggests that Central and Eastern European (CEE) countries pursue joint procurement and a coordinated approach to reproduce successful pilot projects to achieve economies of scale.

The Western Cape presents a total investable renewable energy opportunity of R37.4 billion across approximately 2.35 GW of new capacity by 2030. While severe grid constraints on the Eskom network have limited new connections, the 2025 NERSA approval of a 4% congestion curtailment mechanism is expected to unlock 1,180 MW of wind capacity, attracting R20.1 billion in investment. An additional R14 billion is tied to 926 MW of wind and solar projects currently in the budget quote (BQ) phase. Behind-the-meter (BTM) solar PV and battery energy storage systems (BESS) for businesses represent a resilient R3.3 billion market, driven by rising electricity tariffs and corporate decarbonisation pressures, although projects over 1 MW face high compliance costs. Long-term growth is expected following transmission upgrades on the Cape Corridor scheduled for 2028–2031.

The report argues that Colombia's electrical framework is outdated, designed for a hydro-thermal system and creating barriers to the integration of solar and wind energy. It proposes a structural shift toward a 'energy plus attributes' model, where systemic services like inertia and voltage control are explicitly valued. Key recommendations include reforming the reliability charge (Cargo por Confiabilidad), optimizing transmission capacity allocation to prevent 'hoarding', and transitioning to a more proactive planning role for the UPME. Technical evidence suggests Colombia could operate with over 95% renewable energy by 2038 if these regulatory and market bottlenecks are resolved.

The document outlines a framework for Indian businesses to transition to clean energy solutions over a two-to-five-year horizon. It emphasizes three core principles: prioritizing the reduction of energy demand, acting immediately while improving performance over time, and continuously improving data quality. The guide provides detailed action plans for measuring annual energy consumption through audits and benchmarking, optimizing logistics via supply chain redesign and modal shifts, and transitioning vehicle fleets to zero-emission vehicles (ZEVs) through baseline assessments and pilot projects. It also details various central and state-level government incentives available to support these transitions.

The document serves as a 'starter' guide for Indian businesses to transition from fossil fuels to clean energy solutions over a two-to-five-year horizon. It emphasizes a three-pronged approach: prioritizing energy demand reduction, acting immediately while improving performance over time, and continuously improving data quality. The guide provides detailed frameworks for measuring energy consumption, conducting energy audits, and benchmarking performance. A significant portion of the document is dedicated to 'Process Heat' (up to 400°C), offering a phased transition plan that includes mapping heat demand, improving efficiency, evaluating clean technologies (such as industrial heat pumps, electric boilers, and solar thermal), and calculating the total cost of ownership. It also includes case studies from companies like Epic Group and DCM Shriram to demonstrate the technical and financial viability of electrification in industrial laundry and steam applications.

The report evaluates the viability of firm and dispatchable renewable energy (FDRE) in India, finding that its competitiveness against coal depends on the ability to sell surplus power and the inclusion of external costs like pollution. It highlights that FDRE can be deployed significantly faster than coal plants and provides net economic gains, including GDP growth and job creation, while reducing emissions.

Viet Nam, Indonesia, and the Philippines collectively drive nearly 60% of ASEAN’s power demand and emissions, with a heavy historical reliance on coal. While coal still dominates their energy mixes, all three nations are pivoting toward clean energy, attracting $4.6 billion in investment in 2024. Each country aims for renewables to exceed 50% of their installed capacity mix by 2030–2034. Viet Nam has led the region in new wind and solar generation, the Philippines operates a fully liberalised electricity market to attract FDI, and Indonesia is leveraging its mineral industrialisation to build an electric vehicle ecosystem while planning significant solar expansions.

The report examines the diverse strategies employed by three major ASEAN economies—Viet Nam, the Philippines, and Indonesia—to unlock clean energy investments. Viet Nam is focusing on gradual liberalisation and corporate power purchase agreements (DPPA) to potentially double its renewable energy share. The Philippines is leveraging a long-standing liberalised market, utilizing Green Energy Auctions (GEA) and 100% foreign ownership to attract capital. Indonesia is implementing PPA reforms to manage currency risk and integrating carbon market mechanisms to incentivise developers, with solar identified as the most viable near-term expansion option.

The analysis of 10 MW solar projects in Viet Nam, the Philippines, and Indonesia reveals that PPA pricing and capital expenditures are the primary determinants of profitability. While project returns vary by country, integrating batteries can significantly boost the Internal Rate of Return (IRR), particularly in Indonesia and Viet Nam. The report highlights that a 10 percentage point change in PPA prices or capital costs can shift IRRs by up to 45 percentage points. Beyond technical economics, the document identifies policy bottlenecks—such as curtailment in Viet Nam and permitting delays in Indonesia and the Philippines—as critical risks to investment, while noting recent regulatory efforts like the Philippines' EVOSS and Indonesia's Presidential Regulation 112 to improve bankability.

Viet Nam, the Philippines, and Indonesia are transitioning from coal-reliant economies to renewable energy hotspots, collectively accounting for nearly 60% of ASEAN's power demand and emissions. While all three have set ambitious 2030 targets for renewables to exceed 50% of installed capacity, they face bottlenecks in permitting, grid infrastructure, and financial risk. The report highlights that solar-plus-battery integration significantly improves internal rates of return (IRR), particularly in Indonesia, and emphasizes the role of market reforms—such as Viet Nam's Direct Power Purchase Agreements and the Philippines' removal of foreign ownership restrictions—in attracting private capital.

The Glenbrook Steel Mill in Auckland, New Zealand, plans to install an electric arc furnace (EAF) by 2026 to replace half of its coal-based ironmaking. Supported by a $300 million investment and GIDI co-funding, the project will use a 30 MW renewable-energy agreement with Contact Energy to leverage New Zealand's approximately 90% renewable grid. This transition is expected to reduce the mill's annual emissions by up to 1 million tonnes of CO2e.

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.

The report examines the role of risk mitigation and transfer (RMT) instruments in supporting utility-scale wind and solar projects in East Africa. Through six case studies, it finds that while RMT tools—such as political risk insurance, guarantees, and blended finance—are essential for reaching financial close, risks remain high due to macroeconomic instability, currency volatility, and utility financial strain. The analysis highlights a 'start-stop cycle' in countries like Kenya, where rapid deployment led to overcapacity and subsequent government moratoriums on new contracts. Conversely, the GET FiT program in Uganda is presented as a successful model of systematic de-risking through transparent procurement and institutional support.

Ember argues that Indonesia's energy transition requires more ambitious emissions targets and a stronger regulatory framework, particularly for the underregulated captive coal sector. The organization recommends integrating JETP investments with long-term economic diversification in coal-dependent provinces to ensure a just transition. Ember also highlights a significant gap in solar deployment, noting that Indonesia reached only 416 MW of on-grid solar capacity last year against a 2025 target of 4.1 GW, and calls for more transparent procurement processes by PLN.

India has struggled to launch its offshore wind market despite a decade of policy efforts, with two major auctions called off in 2025. The brief identifies rigid pricing structures, a lack of local supply chains for high-capacity turbines, and transmission risks as primary barriers. It argues that India should move away from blunt competitive auctions for first-of-a-kind projects and instead adopt global best practices, such as flexible tariffs, 'ready-to-build' tender packages, and compensation for grid delays, to attract investment and develop domestic industry.

The document examines how Poland's high-carbon, energy-intensive economy leads to higher power and gas prices for businesses compared to the EU average, as well as significant costs from the EU Emissions Trading System (ETS). It posits that transitioning to renewables and improving energy efficiency can lower production costs, stabilize energy prices through Power Purchase Agreements (PPAs), and increase GDP. The briefing highlights that achieving net-zero emissions could add 0.2% to Poland's annual GDP through 2050. It also discusses the role of emissions transparency and the growth of the service sector as additional avenues for competitive differentiation.

The document examines how Poland's high energy intensity and reliance on fossil fuels create economic vulnerabilities, specifically through high electricity and gas prices and EU ETS costs. It posits that transitioning to low-emission technologies and improving energy efficiency can lower production costs and boost GDP. The briefing highlights the role of renewable energy, such as wind and solar, and Power Purchase Agreements (PPAs) in stabilizing energy prices. It also discusses the importance of emission transparency for consumer appeal and provides case studies of Polish companies like ORLEN, Galmet, and Kompania Piwowarska implementing decarbonization strategies.

The document outlines strategies for India's power sector transition, emphasizing the need to improve coal plant flexibility, reform power purchase agreements, and scale up energy storage to manage solar integration and grid reliability.

The Clean Air Task Force urges the European Investment Bank to adopt a more strategic and technology-neutral lending policy for its 2026-30 roadmap. It argues that the EIB should move beyond its limited current support for nuclear fission, fusion, and carbon capture and storage (CCS) to provide patient capital and risk-sharing instruments for these indispensable technologies. The document specifically advocates for funding next-generation geothermal, small modular reactors, and industrial decarbonisation clusters to address hard-to-abate sectors and ensure a reliable, 24/7 clean energy supply for the EU.

The report examines 'coal transition credits' as a financial tool for early coal plant closure in Southeast Asia. It finds significant expert skepticism, with only 2 out of 10 experts viewing them as effective. Major risks identified include carbon leakage, baseline inflation, and 'perverse incentives' that may reward polluters. The document concludes that CTCs are not a reliable exit strategy and emphasizes the need for systemic public policy and funding over market-based offsets.