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Reclaim Finance criticizes ENGIE's Climate Plan for failing to commit to a non-expansion of fossil fuels, specifically noting LNG contracts extending beyond 2040. The analysis argues that ENGIE's reliance on technologies like hydrogen and CCUS, combined with insufficient renewable energy growth, risks locking the company into fossil infrastructure and missing net-zero targets before 2045.

Reclaim Finance criticizes ENGIE's Climate Plan for failing to align with a 1.5°C trajectory, citing continued gas expansion, reliance on unproven technologies like CCUS and hydrogen, and a net-zero target date of 2045 that lags behind IEA recommendations.

Reclaim Finance assesses ENGIE's 2025 climate plan, finding it insufficient for a 1.5°C pathway. The analysis highlights that nearly half of ENGIE's capacity remains fossil gas-based, with no specific exit dates or asset-by-asset strategies. While renewable targets increased to 95 GW by 2030, the company continues gas expansion through new plants and LNG contracts. The briefing recommends that financial institutions demand a halt to gas infrastructure and that shareholders vote against the 'Say on Climate' proposal and the reappointment of CEO Catherine MacGregor.

The briefing criticizes ENGIE's 2025 climate plan for lacking a phase-out date for fossil gas and continuing expansion through new plants and long-term LNG contracts. While noting a slight increase in renewable energy targets to 95 GW by 2030, the author argues that ENGIE remains on a 'well below 2°C' trajectory rather than 1.5°C, citing a decarbonization goal of 2045 that contradicts IEA Net Zero Emissions (NZE) scenarios. The document also highlights that CAPEX for fossil technologies remains nearly stable between the 2024-2026 and 2025-2027 periods and warns that reliance on 'green gases' and carbon credits may perpetuate fossil systems.

Reclaim Finance calls on ENGIE shareholders to oppose the company's continued investment in fossil gas, arguing that its strategy is incompatible with a 1.5°C warming limit and its own 2045 carbon neutrality goal. The organization specifically highlights the planned gas power plant in Nijmegen, Netherlands, and long-term US shale gas contracts as evidence of misalignment with climate science. It advocates for voting against the re-election of directors and executive pay at the April 30 general meeting to force a strategic shift away from gas and uncertain technologies like CCUS and biomethane.

Reclaim Finance argues that ENGIE's continued investment in fossil gas is incompatible with a 1.5°C warming limit and its own 2045 carbon neutrality goal. The organization calls on shareholders to vote against key strategic resolutions to sanction the board for failing to align capital expenditure with decarbonization goals.

The Clean Air Task Force (CATF) argues that the U.S. Department of the Treasury must implement strict guardrails for the Section 45V Clean Hydrogen Production Tax Credit to prevent increased greenhouse gas emissions. Key recommendations include requiring project-specific upstream emissions data for natural gas feedstocks, prohibiting negative emissions values from biomethane or fugitive methane, and awarding credits on a kilogram-by-kilogram basis rather than annual averages. CATF strongly supports the 'three pillars' of electricity-based production—incrementality, hourly matching, and deliverability—to avoid systemwide grid emissions, while opposing a blanket 5% incrementality exemption, which Rhodium Group analysis suggests could increase cumulative emissions by 1.5 billion metric tons through 2035.

The report finds that Eni's investment strategy prioritizes oil and gas expansion and shareholder returns over renewable energy, leading to projected 2030 production levels that significantly exceed NZE requirements. While Eni is diversifying into renewables and bioenergy, these remain marginal compared to its fossil fuel core, and its decarbonization plan relies heavily on unproven carbon capture and offset technologies.

The report finds that Repsol's investment strategy prioritizes oil and gas and shareholder returns over renewable energy, with 2030 production targets projected to be 65% higher than those required for NZE alignment. While the company is diversifying into renewables and hydrogen, these remain marginal, with oil and gas expected to constitute over 70% of its energy mix by 2030. Additionally, the report notes that Repsol's scope 3 emission targets are less ambitious than its scope 1 and 2 targets, and its carbon intensity target for 2030 is 21.9% higher than the NZE.

The report argues that while ENGIE has ambitious renewable energy targets, its overall climate plan is not aligned with a 1.5°C trajectory due to continued investments in fossil gas infrastructure, long-term LNG contracts for fracked US gas, and a reliance on immature technologies like CCUS and large-scale renewable gas. It highlights a lack of precise intermediate absolute emission targets and insufficient methane reporting as key governance failures.

Earthjustice urges New York State to increase funding for water infrastructure and environmental protection while accelerating the transition from fossil fuels to electricity. The testimony specifically advocates for the NY HEAT Act to downsize the gas system, the RAPID Act to speed up electric transmission, and the Green Transit, Green Jobs bill to electrify bus fleets. It also calls for urgent action on childhood lead poisoning and the reduction of agricultural greenhouse gas emissions, while opposing 'false solutions' like hydrogen and renewable natural gas.

The document describes natural gas as a fossil fuel primarily composed of methane, a potent greenhouse gas. It details the process of hydraulic fracturing (fracking) and its negative consequences, including the contamination of millions of litres of clean water, the triggering of earthquakes, and the release of harmful air pollutants like VOCs and PM2.5. In British Columbia, the expansion of the LNG industry is noted to threaten Indigenous lands and water sources, such as the Wedzin Kwa river. The text asserts that methane is responsible for one-third of global warming and that 'renewable natural gas' is a form of greenwashing. It concludes by calling for a moratorium on new fracking permits and a transition away from methane for heating and cooking.

The document outlines the environmental and health risks associated with hydraulic fracturing (fracking) and methane gas, highlighting the disproportionate impact on Indigenous communities in British Columbia and the role of methane in global warming.

The California Low Carbon Fuel Standard (LCFS) is a market-based regulation designed to reduce greenhouse gas emissions from transportation by capping the carbon intensity of fuels. The program uses a credit and deficit system where fuels with lower carbon intensity than a gasoline/diesel benchmark generate credits, while higher-intensity fuels generate deficits. These credits can be generated through fuel supply, carbon capture and storage projects, or zero-emissions vehicle infrastructure capacity. While the program has spurred innovation in low-carbon fuels, critics like the NRDC argue that it over-incentivizes biomass-based fuels—which account for nearly three-quarters of credits—potentially diverting resources from the transition to electricity and zero-emissions vehicles.

The Great Lakes region—comprising Illinois, Indiana, Michigan, Minnesota, Ohio, Pennsylvania, and Wisconsin—is positioned to drive US aviation fuel targets due to its strong industrial networks and feedstock availability. While the region possesses significant strengths in ethanol supply chains and logistics, a policy gap analysis reveals that no state currently has a comprehensive, coordinated approach to SAF demand and supply. The brief argues that leveraging existing infrastructure, such as the O'Hare International Airport hub and the St. Lawrence Seaway, alongside federal incentives from the Inflation Reduction Act, can catalyze a regional bioeconomy and reduce aviation emissions.

The Union of Concerned Scientists (UCS) advocates for several reforms to California's Low Carbon Fuel Standard (LCFS) to address a decline in credit prices and prevent the program from becoming a regressive burden on low-income drivers. Key recommendations include capping lipid-based biofuels, phasing out credits for 'avoided methane emissions' from out-of-state manure lagoons, and excluding carbon capture used for enhanced oil recovery. UCS also calls for redirecting EV credit value to support overburdened populations and requiring strict community engagement for hydrogen projects in refinery areas.

The Clean Air Task Force asserts that while the Net Zero Industry Act (NZIA) strengthens the EU's manufacturing capabilities for net-zero technologies, the slow pace of infrastructure deployment—such as power lines and pipelines—could become a "fatal bottleneck." The authors propose three primary adaptations of NZIA policies for infrastructure: integrating clean energy infrastructure into spatial planning and mapping, implementing upper limits on permitting timelines for non-renewable net-zero technologies like advanced nuclear, and establishing "one-stop shop" administrative agencies to streamline permitting processes, citing Denmark as a potential model.

Reclaim Finance criticizes ENGIE's climate plan for lacking transparency and containing inconsistencies, specifically regarding its reliance on shale gas and the absence of granular investment data. The organization advocates for a shareholder resolution to implement regular consultative votes on the plan's content and implementation to ensure alignment with climate goals.

Reclaim Finance criticizes ENGIE's climate plan, noting it targets a 1.7 °C warming trajectory rather than 1.5 °C and lacks granular data on CAPEX and energy mix. The organization highlights contradictions, such as ENGIE's continued plans for 1.2 GW of new gas plants and long-term contracts for US shale gas, while calling for investor support of a resolution to implement 'Say on Climate' consultations.

The briefing finds that ENGIE's climate disclosures are insufficient for 7 of 11 assessed topics, noting significant gaps in absolute emissions targets, production forecasts, and CAPEX/OPEX granularity. While ENGIE is progressing toward its 2030 renewable capacity targets, the report argues its broader strategy relies on immature 'renewable gas' technologies and continues to invest in fossil gas infrastructure, including new long-term LNG contracts from the US.