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The Clean Air Task Force asserts that assigning negative emissions rates to biomethane, such as those used in the California Low Carbon Fuel Standard, would allow hydrogen producers to meet 45V tax credit thresholds by blending small amounts of biomethane with fossil natural gas instead of investing in carbon capture. The author contends this would reward environmentally harmful practices, create market distortions, and promote 'dirty' hydrogen production through steam methane reforming (SMR) without carbon capture.

The 2024 Private Equity Climate Risks Scorecard reveals that 21 analyzed private equity firms are responsible for an estimated 1.17 gigatons of annual emissions from upstream operations, LNG terminals, and coal plants. The report argues that the industry's lack of transparency and continued investment in fossil fuels obstruct the global transition to a 1.5°C warming scenario. It ranks firms from 'B' to 'F', with EIG Global Energy Partners receiving the lowest grade due to its high emissions and low alignment with climate demands. The authors call for mandatory disclosures and a just transition for workers and impacted communities.

The document evaluates three industry-proposed methods for reducing carbon emissions from gas plants: hydrogen cofiring, carbon capture and storage (CCS), and biomethane. It concludes that these approaches often fail to achieve targeted emissions reductions when full life cycle impacts—such as upstream methane leakage, energy penalties, and production emissions—are considered. Furthermore, the brief argues that these technologies perpetuate environmental and social inequities by maintaining the operation of gas plants. In contrast, the report finds that transitioning to renewable energy sources like wind and solar provides superior reductions in carbon, air, and water pollution while offering lower costs and fewer land-use impacts.

The document explains the calculation mechanism of the Section 45Z tax credit, which awards credits based on a fuel's carbon intensity, and lists several policy recommendations to prevent market distortions and ensure environmental integrity.

The Clean Air Task Force warns that allowing negative emissions rates for fuels like compressed biomethane under section 45Z could lead to 'runaway credit values' and 'irresponsible expenditure of taxpayer dollars'. The organization argues that such credits would subsidize established technologies, distort markets, and potentially incentivize the addition of non-waste materials to digesters to increase methane production. Furthermore, it asserts that allowing the blending of small amounts of biomethane with fossil natural gas would over-subsidize fuels with lifecycle emissions exceeding congressional intent under the Inflation Reduction Act.

The Canadian Climate Institute asserts that continuing the expansion of gas infrastructure for building heating creates financial risks for ratepayers and hinders climate targets. It advocates for an incremental transition to electric heat pumps and updated regulatory frameworks that consider alternatives to gas expansion, arguing that low-carbon gases like hydrogen and biomethane cannot realistically replace fossil gas for building heat due to cost and supply constraints.

The Canadian Climate Institute responds to criticisms from the Canadian Gas Association, asserting that a gradual transition to electric heating is necessary to avoid costly stranded assets. The Institute argues that continuing to expand gas infrastructure by default risks burdening taxpayers for decades, as these assets may become obsolete before their 40-year lifespan ends. It dismisses the idea that low-carbon gases like hydrogen and biomethane can fully replace fossil gas due to limited supply and high costs, advocating instead for energy-efficient electric heat pumps and better regulatory planning to ensure a just transition.

The document argues that Section 45Z should prioritize low-carbon aviation fuels and avoid over-subsidizing biofuels with high indirect emissions. It recommends modifying the GREET model to align with CORSIA standards for indirect land use change (ILUC) and cautions against using negative emissions values or fugitive methane from oil and gas as feedstocks. Additionally, it advocates for the eligibility of synthetic sustainable aviation fuel (SAF) and the independent application of tax credits across the fuel value chain.

The policy brief outlines a framework for a production tax credit (PTC) to decarbonize industrial heat. It argues that the credit should target 'useful heat' used in manufacturing processes, be refundable to maximize investment efficiency, and utilize a rate based on heat temperature and power to account for varying technology costs. The author recommends excluding biomass and byproducts while focusing on scope 1 emissions to avoid complexity and ensure the policy targets industrial facilities rather than the electricity grid.

The report concludes that no single technology can achieve California's 2045 net-zero goal, requiring a diversified portfolio of electrification, carbon capture and storage (CCS), biofuels, hydrogen, and carbon dioxide removal (CDR). Key findings highlight a massive required grid expansion of 130–460 GW and the critical role of Direct Air Capture (DAC) to offset hard-to-abate emissions. The analysis suggests that while a 100% carbon-free grid is the current goal, a slightly lower constraint (e.g., 99%) could significantly reduce costs and overbuilding by allowing the use of clean dispatchable power like NGCCS.

The document criticizes the financing of the Stade LNG terminal in Germany, arguing that such projects create an unnecessary dependence on fossil gas and contradict climate goals. It highlights a disconnect between banks' public climate commitments and their continued funding of LNG import and export infrastructure.

The study evaluates four scenarios—Business-as-usual (BAU), Renewable Methane (REN-Methane), Renewable Hydrogen (REN-Hydrogen), and Cost Minimal (CM)—for the Baltic-Finland region. It finds that a 100% decarbonized gas supply is possible by 2040 under the CM scenario, which is also the most economically advantageous. The transition requires significant scaling of biomethane and renewable hydrogen, supported by substantial onshore and offshore wind capacity. The report recommends regional coordination on infrastructure, harmonized certification for low-carbon gases, and the potential banning of new fossil fuel boiler installations to meet 2050 net decarbonization goals.

The report evaluates pathways to decarbonise the Baltic-Finnish gas market, comparing a business-as-usual approach with renewable methane, renewable hydrogen, and cost-minimising scenarios. It finds that full decarbonisation by 2050 is possible, with the cost-minimising scenario offering the highest economic benefits, including a 44% reduction in total system costs and the creation of over 20,000 jobs. The analysis emphasises the critical role of onshore and offshore wind energy to power hydrogen production and suggests that existing LNG terminals can be repurposed for synthetic methane and bio-LNG. Key recommendations include regional integration of gas markets, harmonised certification for renewable gases, and the potential legal ban on connecting new buildings to the natural gas grid.

The document argues that achieving cost-effective net-zero emissions in Canada's building sector requires a significant shift toward electrification and a cessation of gas network expansion. It highlights a misalignment between current utility regulations—which continue to incentivize gas infrastructure growth—and the necessary transition to clean energy. The briefing recommends that provincial governments legally mandate net-zero targets for regulators, prioritize electrification over gas for new developments, and develop managed contraction plans for existing gas networks to avoid stranded assets and protect taxpayers.

The report argues that achieving cost-optimal carbon neutrality in Canada's building sector requires a massive shift toward electrification, primarily through heat pumps, and a significant reduction in gas network reliance. It warns that current regulatory inertia and the continued expansion of gas infrastructure create risks of 'stranded assets' and higher costs for taxpayers. The authors recommend that provincial governments provide clear long-term strategic guidance, mandate net-zero targets, and empower regulators to prioritize electrification over gas expansion to protect long-term affordability and reliability.

The document outlines the necessity of shifting Canada's building heat from gas to electricity to meet net-zero targets cost-effectively. It warns that continued expansion of gas networks risks creating stranded assets and higher costs for ratepayers. The author argues that current utility regulation is insufficient for the energy transition and recommends that provincial governments legislate net-zero targets, prioritize electrification over gas expansion, and implement managed contractions of gas networks while centering equity in policy design.

The report finds that a cost-optimal path to net zero in Canada requires a massive shift toward electrification of building heat, with electricity powering 78% to 91% of annual space heating demand by 2050. It argues that continued expansion of gas networks is inconsistent with these goals and risks creating stranded assets. The analysis highlights a critical gap in provincial policy leadership, noting that current utility regulation—which incentivizes infrastructure growth—is ill-suited for the energy transition. To mitigate risks, the report recommends that provincial governments legislate net zero targets, mandate electrification for new buildings, and equip regulators to manage the gradual contraction of gas networks while investing in electricity capacity and peak demand management.

The report evaluates the transition plans of Enel, ENGIE, EPH, Iberdrola, and Statkraft, finding that none have committed to phasing out fossil gas power in Europe or the OECD by 2035. While Iberdrola and Statkraft are highlighted as following better practices by focusing on sustainable power solutions, EPH is identified as an industry laggard with a strategy heavily reliant on coal and gas. Enel and ENGIE are described as having conflicting strategies that combine renewable growth with continued fossil gas development and reliance on immature technologies like hydrogen and CCUS. The analysis emphasizes that current CAPEX allocations for several utilities remain too high for fossil fuels to meet the IEA's Net-zero Emissions by 2050 scenario.

The paper evaluates four pathways—Business-as-usual, Renewable Methane, Renewable Hydrogen, and Cost Minimal—to transition the Baltic states and Finland away from fossil gas. It finds that full decarbonization by 2050 is feasible, with the Cost Minimal scenario offering the highest economic benefits and fastest emission reductions. The study details the necessary wind power capacities, investment requirements (EUR 11.3 billion for the CM scenario), and policy actions needed to integrate regional markets and scale up renewable gas production.

The report evaluates four decarbonisation scenarios for the Baltic-Finnish gas market, concluding that full decarbonisation by 2050 is feasible. It identifies the 'cost-minimising' (CM) scenario as the most economically viable, combining biomethane and renewable hydrogen to reduce total system costs by 44% compared to a business-as-usual approach. The analysis emphasizes the critical role of wind energy to power hydrogen production and suggests a coordinated regional strategy involving infrastructure alignment, carbon taxation, and the phase-out of fossil fuel heating in new buildings.