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The report argues that electrifying household energy use—specifically through electric vehicles (EVs), heat pumps, and electric appliances—is the most cost-effective path for Canada to reach net zero emissions. While electricity prices have remained more stable than volatile fossil fuel prices, the transition requires government intervention to overcome upfront costs and infrastructure gaps. Modelling suggests that by 2050, electricity could meet 73% to 91% of residential heating loads and over 96% of total vehicle kilometers travelled. To support this, the report recommends policies to increase consumer uptake and a massive build-out of clean electricity generation, which may need to double or triple by 2050.

The authors argue that Europe risks missing a strategic window to lead in geothermal energy due to insufficient political support and financial risks. They claim next-generation geothermal systems could generate 301 TWh of electricity annually in the EU, roughly 42% of current coal- and gas-fired generation. To unlock this, the letter calls for a dedicated EU geothermal de-risking facility for drilling, long-term revenue frameworks like two-way CfDs, streamlined permitting, and the creation of a European Geothermal Industry Alliance.

In Q4 2025, U.S. clean energy investments were characterized by significant uncertainty driven by a record 43-day government shutdown, the One Big Beautiful Bill Act (OBBBA), and Department of Energy (DOE) funding cuts. While utility-scale solar and storage remained strong, with $18 billion in actual investments, other sectors like wind, hydrogen, and sustainable aviation fuel (SAF) faced substantial project cancellations. Nuclear energy showed signs of growth through large-scale partnerships and DOE loans, while the manufacturing sector saw $8.4 billion in EV supply chain cancellations, partly due to shifting federal incentives and corporate pivots toward gas and hybrid vehicles.

The report assesses the use of the Energy Supply Financing Ratio (ESFR) by global banks to measure sustainable power financing relative to fossil fuels. While six banks have now published or committed to this indicator, the analysis reveals a regional divide: European banks (BNP Paribas, Crédit Agricole, Groupe BPCE) often use narrow fossil fuel definitions and omit underwriting, while North American banks (Citi, JPMorgan Chase, RBC) include broader financing instruments but inflate sustainable ratios by including fossil-related technologies like carbon capture and fossil-based hydrogen.

The Union of Concerned Scientists analysis finds that data center load growth could increase Illinois electricity system costs by $24 billion to $37 billion by 2050 and drive the state to become an energy importer as early as 2030. Under current policies, this growth would increase reliance on in-state fossil fuel plants and out-of-state imports, leading to higher CO2, methane, NOx, and SO2 emissions. The report estimates that this growth could cause between 68 and 403 additional mortalities and up to $124 billion in climate damages by 2050. To mitigate these effects, the document recommends requiring data centers to secure new carbon-free electricity resources, increasing transparency in power reporting, and restoring federal clean energy tax credits.

The report argues that the United States can meet surging electricity demand from AI data centers using clean energy while phasing out fossil fuels, provided that stronger state and federal policies are implemented. It warns that under current policies, data center growth will increase reliance on gas and coal, leading to higher emissions and significant costs for ratepayers. Conversely, adopting clean energy policies—such as restoring federal tax credits and implementing carbon-free electricity standards—could save trillions of dollars in climate and health damages, far outweighing the costs of the energy transition.

The document highlights the role of vehicle-grid integration (VGI) and bidirectional charging in supporting California's transition to a clean grid. It notes that while the state requires massive investments in new energy resources and transmission to meet the 100 Percent Clean Energy Act (SB 100) targets, the use of electric vehicle (EV) batteries as energy storage can lower these costs. Specifically, it suggests that 50 percent V2G enrollment could save over $10 billion annually in grid costs by 2045.

RMI's Sustainable Steel Buyers Platform (SSBP) conducted its first North American request for proposal (RFP), aggregating demand from nine buyers seeking over one million tons of near-zero emission (NZE) steel. The process yielded 13 commercial-scale project proposals targeting production by the early 2030s, featuring a mix of hydrogen-based direct reduced iron (DRI), novel ironmaking pathways (electrochemical, bio-based, and sodium-based), and electric arc furnace (EAF) retrofits. The findings highlight that binding multi-year, take-or-pay agreements and 'book and claim' mechanisms are critical for project bankability and linking buyer premiums to first-of-a-kind projects.

The Canadian Climate Institute proposes six key policy improvements to enhance Canada's climate competitiveness: modernizing industrial carbon pricing, expanding clean electricity grids, finalizing methane regulations for the oil and gas sector, maintaining electric vehicle sales requirements, establishing a national climate investment taxonomy, and deploying the National Adaptation Strategy.

The Canadian Climate Institute proposes six policy priorities for Canada's upcoming climate competitiveness strategy: modernizing industrial carbon pricing, expanding clean electricity grids, finalizing methane emission rules for oil and gas, maintaining the electric vehicle mandate, establishing a national climate investment taxonomy, and implementing the National Adaptation Strategy.

The Canadian Climate Institute asserts that modernizing Canada's ports through electrification and the adoption of carbon-neutral fuels is essential for economic growth and climate action. It highlights the risk of Canadian ports becoming hubs for polluting vessels if they fail to adapt to emerging International Maritime Organization (IMO) standards and global competition from China and India.

The global economy is undergoing an 'electrotech revolution' driven by drastic cost reductions in solar, wind, and battery technologies, with clean energy investments projected to top US$2 trillion in 2025. Canada is well-positioned due to its low-cost electricity and critical mineral reserves, but faces rising electricity demand in provinces like B.C., Quebec, Ontario, and Alberta that exceeds supply. To compete, the author recommends that Canadian governments strengthen clean electricity regulations and tax credits, support the electrification of heavy industries (such as steel and cement) through blended finance and carbon pricing, and create incentives to develop critical minerals value chains while sharing financial risks with investors.

Canada is failing to meet its 2030 climate goals due to rising emissions in the oil and gas sector and the weakening of climate policies by federal and provincial governments. The Canadian Climate Institute emphasizes that climate damages now offset approximately half of the country's expected annual GDP growth. To recover, the document recommends modernizing industrial carbon pricing, implementing clean electricity investment tax credits, finalizing oil and gas methane regulations, and establishing a climate investment taxonomy. It also calls for integrating flood and wildfire resilience criteria into federally funded housing to mitigate future economic losses.

Mexico possesses world-leading solar resources that could technically supply 90% of its electricity when paired with battery storage. While reaching a 45% clean electricity target by 2030 could reduce US gas imports by 20%, a more ambitious 'solar superpower' scenario could eliminate these imports entirely. However, high local installation costs—38% higher for solar and nearly double for batteries compared to global averages—act as a significant barrier to this transition.

The report estimates that public support for British Columbia's LNG sector will reach CAD 3.93 billion by 2031, including CAD 1.62 billion in federal public finance and CAD 2.16 billion from the BC government. It argues that these subsidies, provided through tax rules, preferential electricity rates, and infrastructure funding, de-risk private investment in projects that may become stranded assets due to global supply gluts and the energy transition. The document calls for the elimination of domestic fossil fuel finance, the enforcement of net-zero requirements by 2030, and increased transparency in reporting government funding.

Based on workshops in Utah and Colorado, RMI identifies sustainable aviation fuel (SAF) as the primary near-term solution for decarbonizing aviation, while hydrogen and electric propulsion require long-term infrastructure planning. The report highlights that airports are structurally limited in leading this transition because they do not control fuel demand or aircraft certification. Key recommendations include investing in pilot programs, developing long-term master plans for new propulsion technologies, and forming regional airport coalitions to share risks. A preliminary analysis suggests that regional routes under 1,000 nautical miles with aircraft under 90 seats are the most viable early candidates for hydrogen transition.

The Canadian Climate Institute calls for urgent federal action to address climate threats to health, security, and economic competitiveness. The organization proposes six policy priorities: modernizing industrial carbon pricing, enacting the Clean Electricity Investment Tax Credit, maintaining the Electric Vehicle Availability Standard, finalizing oil and gas methane regulations, establishing a climate investment taxonomy, and applying resilience criteria for federally supported housing.

The Corporate Climate Responsibility Monitor 2025 finds that none of the 20 assessed companies demonstrate a climate strategy of 'reasonable' or 'high' integrity. The report highlights that 2030 emission reduction targets are increasingly 'unfit for purpose' due to structural obstacles, including incomplete emissions disclosures and sector-specific accounting malpractices. In the tech sector, soaring energy demand from AI and a reliance on outdated market-based accounting for electricity undermine target credibility. The automotive sector shows inadequate progress in phasing out internal combustion engines, while the fashion sector lacks commitments to reduce overproduction. The agrifood sector is criticised for relying on undefined land-based carbon removals to obscure a lack of structural emission reductions. The report argues for the adoption of transition-specific alignment targets to complement general GHG targets.

The report finds that emission targets in the tech sector are losing meaning as actual emissions rise and accounting frameworks remain inconsistent. While some companies like Google, Microsoft, and Apple are implementing promising renewable energy and supply chain strategies, these are not yet industry standards. The document warns that 1.5 °C-aligned validations may mislead stakeholders by ignoring rising emissions and recommends transition-specific targets, robust electricity accounting standards, and government regulation of energy consumption growth.

The report argues that rapid declines in battery costs have made near-continuous solar power (24/365 generation) an economic reality in sunny regions. In cities like Las Vegas, achieving 97% reliability for a constant power supply is now cost-competitive at $104/MWh, which is cheaper than new coal and nuclear power. The analysis demonstrates that a relatively small amount of storage—approximately 17 kWh of battery for every 1 kW of stable 24-hour power—is sufficient for most sunny locations. This shift allows solar to support 24/7 clean energy contracts for energy-intensive industries and significantly reduces the need for expensive grid expansions by allowing more capacity to be installed behind existing connections.