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The document argues that while renewable energy technology is cost-competitive, private investment is hindered by inadequate policy frameworks, community opposition, and outdated grid infrastructure. It recommends that governments establish binding long-term targets, streamline permitting through inclusive planning, and invest in grid flexibility and storage to unlock the $131 trillion needed by 2050 for a clean energy transition.

The Clean Air Task Force (CATF) supports the European Commission's proposed Carbon Border Adjustment Mechanism (CBAM) as a tool to prevent carbon leakage and encourage global climate action. CATF argues that a CBAM must replace the free allocation of certificates under the European Emissions Trading System (ETS) and be paired with innovation policies for advanced decarbonization technologies. The organization specifically warns against including methane in the ETS due to the complexities and potential counter-intuitive effects of Global Warming Potential (GWP) time horizons. CATF recommends that the CBAM apply to all imported energy based on verifiable greenhouse gas intensity, exempt Least Developed Countries and Small Island Developing States, and reinvest all revenues into climate innovation both within the EU and in developing countries.

The document argues that offshore wind is a critical resource for achieving zero-emissions targets due to plummeting costs and high capacity factors. It highlights the transition from fixed subsidies to competitive procurement in Europe as a model for cost reduction and notes that floating turbines could unlock 80 percent of global offshore potential. For the U.S., it recommends establishing procurement targets, creating an interstate transmission backbone, and converting tax credits to direct payments to accelerate deployment.

The document examines the financial crisis facing India's electricity distribution companies (DISCOMs), which were already struggling with high costs and poor billing before the COVID-19 pandemic. The pandemic caused a catastrophic drop in power demand, further reducing revenues while fixed costs for coal and older renewable energy remained. While the central government provided a stimulus package of INR 90,000 crore and expanded borrowing limits, the document argues these measures do not address root causes. It recommends improving metering and billing, better targeting of subsidies, adjusting fixed-cost billing components, and renegotiating power purchase agreements to better allocate risk across the supply chain.

The report argues that coal is no longer the cheapest power source and that a significant portion of the global coal fleet is now uncompetitive compared to new renewables with storage. It proposes a three-part approach—refinancing, reinvesting in clean energy, and providing transition financing—to overcome the barrier of legacy contracts and noncompetitive tariffs. The authors suggest that by 2025, 78% of the global coal fleet will be uncompetitive, creating an opportunity for net financial savings of over $107 billion. The report details specific financial instruments, such as ratepayer-backed securitization and carbon bonuses, and provides regional analyses for the US, EU, China, and India.

The case study examines the Solar Pump Irrigators’ Cooperatives Enterprise (SPICE) in Dhundi, Gujarat, which uses solar pumps to provide irrigation and sell excess electricity to the grid. This model has increased farmer incomes, reduced water costs for buyers, and lowered carbon emissions by replacing diesel pumps. Key success factors include a 25-year power purchase agreement with the local utility, MGVCL, and a financial structure combining farmer contributions with research grants. The project demonstrates that solar power can act as a 'cash crop' for farmers, provided incentives exist to prevent groundwater over-exploitation.

The report examines the procurement processes of vertically integrated utilities in the United States, highlighting how monopsony power and financial incentives often lead to the over-procurement of capacity and a bias toward self-built, gas-fired generation. Using Xcel Colorado as a model, the authors recommend five best practices for regulators: determining technology-neutral needs through resource planning, requiring competitive all-source bidding with robust evaluation, conducting advance review of procurement terms, ensuring utility ownership does not conflict with competitive bidding, and upholding rules for fairness and transparency. The report analyzes case studies from Colorado, New Mexico, Georgia, Minnesota, Indiana, Texas, California, Virginia, and North Carolina to illustrate the effectiveness of all-source RFPs in reducing costs and increasing renewable energy deployment.

The report identifies that Indonesia's solar energy growth lags behind India and the GCC region due to differences in land acquisition policies, policy enabling conditions, and investment risk. It suggests that Indonesia can lower costs by creating a stable investment climate, streamlining decision-making through intra-governmental restructuring, and reconsidering local content requirements, citing the success of long-term Power Purchase Agreements in the GCC and Solar Parks in India.

The briefing highlights a significant opportunity for electric vehicles (EVs) to become a dominant class of renewable energy buyers, potentially requiring 640 TWh of electricity by 2030. It urges EV charge point operators (CPOs), electric mobility service providers (eMSPs), and original equipment manufacturers (OEMs) to develop seamless 100% renewable energy charging solutions, starting with large centralized fleets. The author suggests using energy attribute certificates (EACs) to link electricity consumption with renewable purchases and argues that the incremental cost of renewables is low enough to be absorbed by providers to accelerate adoption. Finally, the document advocates for industry-wide technical standards and interoperable digital infrastructure to enable EVs to participate in energy markets and decarbonization schemes.

The document advocates for the integration of advanced nuclear energy into a diversified zero-carbon energy portfolio to mitigate the risks and costs associated with relying solely on variable renewables. It highlights nuclear's advantages in power density, dispatchability, and its ability to produce carbon-free hydrogen for hard-to-electrify sectors. While acknowledging challenges such as high costs, waste disposal, and public perception, the author suggests that standardized construction, advanced reactor designs, and supportive federal policies—specifically the Nuclear Energy Leadership Act (NELA)—can make nuclear a scalable and cost-effective tool for climate mitigation.

The report analyzes how the GCC region and India achieved low solar energy prices through supportive policies, streamlined procurement, and reduced financing costs, contrasting these with Indonesia's challenges including high local content requirements and developer-borne infrastructure costs.

The paper finds a significant gap between the necessity of integrating climate risks and actual investor practice in Southeast Asia's power sector. While physical risks are generally well-understood and factored into due diligence, transition risks—including policy, technology, and reputational risks—are often ignored or superficially addressed. Investors frequently use long-term Power Purchase Agreements (PPAs) to shift climate-related liabilities to state-owned utilities. The study identifies institutional habits, the need to deploy large amounts of capital quickly, and limited financial governance as primary barriers to shifting investment from fossil fuels to renewables.

Elgin Fruit Juice installed an anaerobic digester to convert organic waste into electricity and thermal energy, achieving 30-40% operational energy savings. To address low energy demand during the off-crop season (July-December) and the lack of a grid-feed-in license, the company formed Elgin Bio-digestion to use excess biogas as a coal replacement in boilers, saving R2.2 million annually and reducing carbon emissions.

The document argues that solar PV is a financially viable option for South African businesses, capable of reducing electricity costs by approximately 15% with payback periods between 3 and 12 years. It highlights that larger systems benefit from economies of scale, with capital costs for systems over 500 kWp falling below R10k per kWp. The brief also details various financial incentives, including tax benefits (12i and 12b) and VAT deductibility, and notes that the Western Cape is a leader in implementing regulations and feed-in tariffs for Small Scale Embedded Generation (SSEG).

The South African energy services market, comprising small-scale embedded generation (SSEG), energy storage, and energy efficiency, is projected to reach a total available market value of approximately R125 billion by 2035. Growth is driven by rising Eskom electricity tariffs, falling costs of renewable technologies, and supportive regulatory shifts, such as the unbundling of Eskom and the 2019 Integrated Resource Plan (IRP). Key emerging opportunities include the bundling of rooftop solar PV projects to attract larger investors, solar PV for energy resellers in property developments, and the retrofitting of existing buildings for energy efficiency. While the C&I sector currently dominates solar installations, the energy storage market is expected to grow significantly through grid management and resource adequacy applications, potentially valued between R15 billion and R30 billion by 2030.

The report outlines the growth of South Africa's utility-scale renewable energy market, driven by the Renewable Energy Independent Power Producer Procurement Programme (REIPPPP) and the Integrated Resource Plan (IRP 2019). It highlights a potential market value of R418 billion for solar PV, wind, and distributed generation by 2030. Key opportunities include the upcoming Bid Window 5, local manufacturing of PV panels and wind towers, and the deployment of utility-scale batteries. The document also discusses the unbundling of Eskom into generation, transmission, and distribution entities to improve market competition and transparency.

The Climate Solutions Partnership (CSP) report details the results of a five-year philanthropic commitment to scale climate innovation and nature-based solutions. Key achievements include unlocking US$635.4 million in finance, avoiding 7.81 million tonnes of GHG emissions, and managing 13 million hectares for biodiversity. The program implemented diverse projects, such as renewable energy aggregation for SMEs in China, solar-powered dairy cooling in India, and the development of environmental compensation laws in Mexico and El Salvador. It also focused on supply chain transparency in the palm oil sector and the creation of financial toolkits to combat environmental crimes.

The document analyzes the success of Public Service Company of Colorado (PSCo) in achieving low-cost renewable energy bids through a regulated competitive procurement process. It argues that utilities, as single buyers (monopsonies), have incentives to disadvantage suppliers to maintain market control and financial advantages. To mitigate this, the author proposes specific regulatory measures—such as public planning scrutiny, independent bid evaluators, and the filing of draft requests for proposals—that were implemented by the Colorado Public Utilities Commission (COPUC). The brief concludes that utility ownership and competitive bidding can coexist if the process is transparent and linked to approved resource plans, ensuring consumers benefit from current market prices for wind and solar.

The project utilizes 'Down Draft Gasification' technology to convert bamboo into electricity for 1,250 households in Mentawai, Indonesia. Funded primarily by the Millennium Challenge Corporation, the project employs a business model involving a 20-year Power Purchase Agreement with the state-owned utility PLN and a 20-year Feedstock Supply Agreement with local villages. The initiative has created approximately 450 jobs and aims to expand to 50 MW of capacity across Mentawai, eastern Indonesia, and Nias within five years.

The production of industrial metals accounts for over 10% of global greenhouse gas emissions, a figure likely to rise as declining ore grades increase the energy required for extraction. Using copper as a flagship example, the report demonstrates that mining operations can achieve 45% renewable electricity while improving financial performance and resilience. RMI's modeling across 25 sites in five countries shows that a 'one-size-fits-most' approach—combining large-scale solar with other renewable technologies or utility buyback programs—can maintain internal rates of return (IRR) while increasing net present value (NPV). The report identifies market, structural, organizational, and behavioral barriers to adoption and suggests financing mechanisms like Power Purchase Agreements (PPAs) to mitigate high upfront capital costs. To reach net-zero emissions by 2050, the report advocates for further electrification, energy productivity reforms, and new metallurgical processes.