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The document argues that COVID-19 recovery should prioritize green technologies and renewables over fossil fuels to avoid stranded assets. It suggests that industry bailouts in sectors like aviation and automotive manufacturing be tied to strict green conditions and net-zero pathways. The text emphasizes the need to eliminate fossil fuel subsidies, reduce capital costs for renewables in developing countries, and implement social protections for workers displaced by the energy transition.

The statement critiques a survey by the Basel Committee's High-level Task Force on Climate-related Financial Risks (TFCR), noting that while 23 financial jurisdictions recognize climate change as a financial risk, most are only in the 'building knowledge' phase. It calls for the immediate exclusion of fossil fuel assets from refinancing operations and quantitative easing to mitigate systemic risks and stranded assets.

The report examines the controlled environment agriculture (CEA) industry, comparing conventional farming with hydroponic and aquaponic systems in greenhouse and vertical formats. A life cycle analysis (LCA) reveals that while conventional agriculture currently has the lowest overall environmental impact, CEA excels in land and water efficiency. The document identifies energy and labor as primary cost hurdles but highlights innovations in LED lighting, AI, and renewable energy as potential solutions. It specifically evaluates St. Louis as a viable location for a pilot project due to its market demand, available stranded assets like caves and brownfields, and supportive local policies.

The authors argue that COVID-19 economic bailouts present a rare opportunity to integrate climate goals into stimulus policies. They suggest linking financial assistance for sectors like aviation and oil and gas to carbon emission limits and clean energy transitions, citing the 2008 US auto bailouts as a precedent for successful conditional support. The text advocates for specific measures such as a carbon tax on jet fuel, the creation of a US national electricity market, and the adoption of the EU's green deal targets to ensure long-term economic competitiveness and energy security.

South Korean state-owned financial institutions have invested US$5.6 billion in overseas coal-fired power plants since 2013, primarily in Vietnam and Indonesia. These investments face significant risks of becoming stranded assets as renewable energy costs drop and private lenders withdraw from coal. The document notes that new coal plants in Southeast Asia may operate for less than five years before becoming economically unviable. Additionally, the COVID-19 pandemic has disrupted construction schedules and reduced electricity demand. These trends conflict with the South Korean Democratic Party's Green New Deal, which calls for phasing out public coal funding. Specific high-risk projects include the Jawa 9 and 10 plants in Indonesia, for which US$232.5 million in funding is under consideration.

South Korean public finance institutions have invested $5.6 billion in overseas coal plants, primarily in Vietnam and Indonesia, creating a significant risk of stranded assets. This trend persists despite the Democratic Party's Green New Deal promising a phase-out of such financing and a global decline in private coal funding. The economic viability of coal is deteriorating as solar and wind power costs fall, with projections that renewables will be cheaper than existing coal in Southeast Asia by 2028. Additionally, the COVID-19 pandemic has depressed electricity demand and caused construction delays, further destabilizing these investments.

South Korean public financial institutions face up to $6 billion in stranded asset risks due to investments in overseas coal power plants, particularly in Indonesia and Vietnam. This trend contradicts the South Korean government's 'Green New Deal' policy to phase out public funding for coal. The economic viability of coal is declining as solar and wind power costs drop, and the COVID-19 pandemic has further disrupted construction schedules and reduced electricity demand. Specific high-risk projects include the Jawa 9 and 10 plants in Indonesia and the Bung Ang 2 plant in Vietnam. Meanwhile, private financial institutions and several Southeast Asian nations are increasingly transitioning away from coal toward renewables.

The Canadian Climate Institute asserts that neither halting economic growth nor pausing climate action is a viable strategy for addressing the COVID-19 crisis. It argues that lasting emission reductions require growth-compatible innovation and that Canada's long-term economic interest lies in transitioning to a low-carbon economy to avoid stranded assets and maintain global competitiveness, particularly in the oil and gas sector.

The World Resources Institute criticizes Japan's decision to maintain its 2030 emissions reduction target of 26% from 2013 levels, stating the plan is 'no stronger than the one it submitted five years ago'. The author contends that Japan could strengthen its target to 42% using affordable low-carbon technologies and warns of financial risks from stranded fossil fuel assets. The document recommends that Japan increase its renewable energy target to 50% of the electricity mix by 2030, phase out domestic coal and overseas coal finance, and end fossil fuel subsidies.

Multilateral Development Banks (MDBs) have established a framework for Paris alignment but face criticism for slow implementation timelines, vague mitigation criteria, and insufficient guidance on adaptation and resilience. The authors argue that MDBs must set firm dates for ending unaligned financing, publish clear positive and negative investment lists based on science, and adopt standardized reporting metrics to ensure transparency and effectiveness.

The report argues that natural gas is not a viable 'bridge' fuel but rather a risk to climate stability and shareholder value. It highlights that new gas infrastructure is increasingly incompatible with the Paris Agreement's 1.5°C goal and faces significant economic threats from the falling costs of renewables and storage. The document details how utilities face 'stranded asset' risks, regulatory pressure from state and city decarbonization mandates, and customer defection to community choice aggregations and corporate clean energy contracts. It suggests that 'steel for fuel' strategies—replacing fossil fuel generation with capital investment in renewables—offer a more sustainable financial model. The report concludes by urging investors to demand better disclosure on emissions and transition plans and to support policies like performance-based regulation and securitization to facilitate a just and rapid energy transition.

The report finds that while the global coal fleet grew by 34.1 GW in 2019, this was primarily driven by China, as the fleet outside China shrank for the second consecutive year. Most leading indicators of growth, including construction starts and pre-permit development, continued to decline globally. The report highlights a shift in financing, with Western commercial banks exiting project finance for coal, while Chinese public finance and Indian state-backed institutions continue to support new capacity. Despite these trends, the report argues that coal power use must fall by 80% by 2030 to align with the 1.5C warming limit of the Paris climate agreement.

The report finds that while global coal capacity increased by 34.1 GW in 2019—driven primarily by China—overall planning and construction are declining globally. It highlights a significant shift in the OECD, where the US and EU are accelerating closures, while Japan remains a major supporter of new coal projects both domestically and abroad. The document also notes a critical gap between current trends and the IPCC's requirement to reduce coal power by 80% by 2030 to limit warming to 1.5°C.

The report evaluates the energy transition in Argentina's power sector, highlighting the need to align long-term Paris Agreement temperature goals with NDC processes to avoid carbon lock-in. It identifies opportunities for leadership in renewables-based hydrogen and synthetic fuels, while noting that grid limitations are the primary short-term barrier to increasing renewable energy participation.

The report finds that the EU is proposing or building gas infrastructure worth €99 billion, which would increase import capacity by over 30% despite existing capacity already being nearly double current consumption. This expansion contradicts EU climate goals to reach net-zero emissions by 2050, which require a sharp reduction in fossil gas use. The author highlights that many of these projects, including those on the European Commission's 4th list of Projects of Common Interest (PCI), are unnecessary for energy security and risk becoming stranded assets. Additionally, the report notes that EU gas-fired power plants are currently underutilized compared to global averages and are increasingly uncompetitive against renewable energy portfolios.

The document contends that the 4th PCI list is legally and environmentally flawed, specifically regarding gas projects. It argues that the selection process failed to meet TEN-E Regulation standards for cost-benefit and sustainability assessments. Furthermore, it asserts that investing in natural gas infrastructure creates stranded asset risks and is incompatible with the 1.5°C warming limit of the Paris Agreement and the EU's own Green Deal and climate emergency declaration.

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.

The Canadian Association of Physicians for the Environment (CAPE) argues that Canada's post-COVID-19 economic recovery should prioritize decarbonization to protect human health and ensure economic stability. The report outlines a path to net-zero emissions by 2050, projecting that meeting climate targets would save approximately 112,000 lives between 2030 and 2050 due to air quality improvements and increase clean jobs from 210,000 in 2020 to 1.5 million by 2050. Key recommendations include legislating a net-zero 2050 target, decarbonizing electricity and transit by 2040, and transitioning buildings and healthcare to net-zero by 2050. The report also emphasizes the health risks of fossil fuel investments, the need for a just transition for workers, and the importance of nature-based solutions for climate mitigation and mental health.

The report analyzes how the COVID-19 pandemic acted as an accelerant for the decline of the oil, gas, and plastic sectors. It details the immediate impacts of the pandemic, such as the collapse of air and cruise travel and the resulting oil price war, while emphasizing that the industry was already weakened by high corporate debt, underperforming stocks, and the rise of renewable energy. The document specifically critiques industry lobbying for bailouts and regulatory exemptions, using ExxonMobil as a case study for the intersecting financial and operational risks facing the sector.

The report analyzes technical and policy pathways for Argentina, Colombia, Costa Rica, Ecuador, Mexico, and Peru to achieve net-zero emissions by 2050-2070. It argues that current Nationally Determined Contributions (NDCs) are insufficiently ambitious and recommends a shift toward widespread electrification, zero-carbon electricity, and sustainable land-use management. The study highlights that while technical solutions exist, achieving these goals requires profound structural changes in energy and transport systems, as well as the development of Long-Term Strategies (LTS) to avoid stranded assets and ensure a just transition.