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The report finds that there are enough projected tax credit-qualifying Energy Attribute Certificates (EACs) to meet the stated electrolytic hydrogen production goals across the seven Regional Clean Hydrogen Hubs. However, it identifies the lack of developed markets and data infrastructure for accessing these EACs as a critical challenge. The analysis suggests that while the physical availability of clean power is sufficient, the primary bottlenecks for the green hydrogen economy are traditional deployment issues such as siting, permitting, and interconnection.

The document explains that section 45V's requirement to evaluate lifecycle greenhouse gas emissions necessitates a systemwide approach to electricity sourcing for hydrogen production. It warns that without strict guardrails, electrolytic hydrogen could produce 10–40 kg CO2e/kg H2 due to grid impacts. To achieve near-zero systemwide emissions, the author advocates for the 'three pillars': incrementality, hourly matching, and deliverability.

The Clean Air Task Force (CATF) opposes a broad 5% incrementality exemption for the section 45V hydrogen production tax credit, asserting it would increase emissions. Instead, CATF proposes targeted solutions: using real-time price floors and Department of Energy analyses to define curtailments, and applying financial distress tests to facilities seeking to avoid retirement.

The report evaluates the Paris 2024 climate strategy, noting that while efforts in construction and food supply are robust, other sectors like transport and energy lack transparency and detailed methodology. It criticizes the evolution of public claims from 'carbon neutrality' to 'climate positive' as misleading and highlights a lack of transparency in carbon credit purchases. The authors argue that future games must downscale or decentralize to align with the 1.5°C goal and should avoid partnering with companies whose climate pathways are incompatible with the Paris Agreement.

The document explores the theoretical capacity of superhot rock energy in South America, highlighting its potential to meet rising energy demands, reduce fossil fuel reliance, and leverage existing oil and gas expertise, while noting that commercial scale is not expected by 2030.

The document argues that superhot rock energy could be a ubiquitous, low-land-footprint renewable source capable of replacing fossil fuel generation. Preliminary modeling suggests that approximately 20% of U.S. land area has superhot rock potential at depths below 8 miles, with just 1% of this resource potentially providing 4.3 terawatts of energy capacity. The report highlights that the U.S. oil and gas sector's subsurface expertise could accelerate commercialization, and that mature plants could eventually offer electricity as low as $25-40 per MWh.

The document argues that superhot rock energy could provide a ubiquitous, low-land-footprint source of firm power in Europe. Preliminary modeling suggests that approximately 9% of Europe's land area has superhot rock potential at depths below 12.5 km, with just 1% of this resource capable of providing 2.1 terawatts of energy capacity. While not expected to meet 2030 climate goals, the technology could eventually replace fossil fuels, leverage existing oil and gas workforce expertise, and offer competitive electricity costs of $25-40 (USD) per MWh for mature plants. Realizing this potential requires significant public and private investment in deep drilling R&D, pilot projects, and new regulatory frameworks.

The document argues that superhot rock energy could provide a ubiquitous, carbon-free, and land-efficient power source for the MENA region, leveraging existing subsurface expertise from the oil and gas industry to overcome technological hurdles.

The document explores the potential of superhot rock energy in Africa, highlighting its capacity to provide massive amounts of carbon-free electricity and its potential to drive economic growth and energy access.

The document explores the potential of superhot rock energy in Asia, highlighting its capacity to provide massive amounts of carbon-free electricity and its potential to replace fossil fuels while requiring minimal land use.

The document explores the potential of superhot rock energy in North America, estimating that 13% of the land area has potential at depths below 12.5 km. It argues that this resource could provide massive amounts of carbon-free electricity, leverage existing oil and gas expertise, and require significantly less land than other energy sources, with mature costs potentially as low as $25-40 per MWh.

In 2023, EU fossil fuel generation fell to less than a third of the electricity mix (33%) for the first time, driven by a record 26% drop in coal generation. Wind and solar combined for 27% of EU electricity, with wind surpassing gas power for the first time. While solar capacity grew by 56 GW, wind generation growth remains inconsistent and below the 15% annual increase needed for REPowerEU targets. EU electricity demand fell by 3.4% in 2023 to its lowest level since 2001, though a rise of 2-3% is projected for 2024. To support this transition, the EU requires significant grid investments—estimated at €584 billion by 2030—and an increase in storage capacity to 200 GW by 2030 to manage variable renewable energy and reduce curtailment.

The Union of Concerned Scientists defines a framework for Clean Fuel Standards (CFS) centered on oil industry accountability, full lifecycle emission assessments, and the protection of disadvantaged communities. The principles advocate for a rapid phase-out of petroleum in favor of renewable electricity and low-carbon fuels, while ensuring that feedstock consumption does not cause deforestation or food market disruptions. The framework emphasizes that a CFS must not create pollution "hot spots" and should complement, rather than replace, other pollution-reduction policies.

In 2024, WRI supported over 150 U.S. cities and counties in accelerating clean energy deployment and helped over 60 cities claim more than $12 million in tax credits via the Inflation Reduction Act's elective pay mechanism. The organization advanced next-generation geothermal technologies, launched a database of 50 community benefits frameworks for transmission projects, and supported the deployment of electric school buses (ESBs) through initiatives like the RVXDS project in California. WRI also focused on reforming power markets and grids, providing technical assistance to the PJM Cities and Communities Coalition and researching interregional transmission procurement.

The paper examines how strategic assessments can be used to streamline the approval of clean growth projects in Canada, particularly in light of the 2023 Supreme Court ruling on the Impact Assessment Act. It suggests that by shifting the regulatory burden from individual project assessments to broader strategic analyses of policies and systemic issues, Canada can accelerate its energy transition. The author recommends implementing clear triggers, a tiered approach to assessment, and robust outcome tracking, drawing on international examples from the EU and US.

The Canadian Climate Institute argues that Canada faces an existential challenge to accelerate its transition to net zero to remain competitive. Key recommendations include implementing a climate investment taxonomy, finalizing Clean Electricity Regulations to meet demand that could triple by 2050, and addressing the high carbon intensity of the oil and gas sector through emissions caps and methane regulations. The Institute emphasizes that the risk of moving too slowly outweighs the risk of moving too quickly, especially as international investors managing over $61 trillion in assets commit to net zero.

The We Mean Business Coalition has convened 131 companies, representing nearly $1 trillion in combined revenue, to call on governments to phase out unabated fossil fuels and triple global renewable electricity capacity. The coalition argues that policy certainty and coherence are essential for businesses to meet science-based targets and develop affordable alternatives to fossil fuels. The group specifically urges governments to set clear phase-out timelines, commit to 100% decarbonized power, reform fossil fuel subsidies, and support a just transition in the Global South.

The document argues that climate change is a health emergency in Canada, citing record-breaking heat and wildfires in 2023. It calls on the Minister of Health to lead decarbonization of the healthcare system, address fossil fuel pollution as a root cause of health harms, and implement the National Adaptation Strategy to protect vulnerable populations.

The Great Lakes region is positioned for an industrial renaissance in clean energy, having seen over $40 billion in new investments since 2021. However, the report argues that the region faces significant constraints, including slow population growth, a migration of manufacturing to the US South, and uneven clean electricity deployment. To overcome these, RMI suggests that states prioritize industries where they have existing 'economic complexity' and related capabilities, such as EV batteries and low-carbon steel. The report highlights the importance of coordinating across state lines to share legislative best practices—such as the creation of green banks and competitiveness funds—and recommends a regional investment attraction strategy to draw foreign direct investment. It specifically praises Illinois and Minnesota as leaders in environmental justice and workforce development frameworks.

The Great Lakes region is well-positioned for the EV transition due to its automotive history and R&D capacity, but faces competition from the 'Battery Belt' in the Deep South. While the region has significant midstream and downstream capacity, it lacks comprehensive state-level industrial strategies, particularly regarding battery end-of-life mandates and recycling incentives. The document argues that states must coordinate on strategic roadmaps, workforce retraining, and clean energy infrastructure to avoid economic disruption in 'powertrain communities' specialized in internal combustion engine (ICE) components.