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Behind the Harvest: Private Equity and Worker Safety at Grimmway Farms
The report details a pattern of labor violations at Grimmway Farms since its 2021 acquisition by Teays River Investments, including disability discrimination, wage theft, and unsafe working conditions. It highlights a 2023 fatal accident involving Rosa Miriam Sanchez and argues that the private equity business model can exacerbate poor working conditions in the US agricultural sector.
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Document type: Report
The missing link in America’s nuclear energy future: Standardization at scale
The document argues that the United States must shift from a fragmented approach of one-off nuclear projects to a strategy of standardization and repeat construction to efficiently scale nuclear energy deployment.
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Document type: Statement
Copper shortage could be the undoing of COP31 electrification push
Global Witness warns that the global push for electrification, highlighted by priorities for COP31 and plans in the EU and China, faces a critical bottleneck due to copper shortages. The organization identifies declining copper grades, supply chain disruptions of sulphuric acid (essential for processing), and export bans on concentrates in countries like the Democratic Republic of the Congo, Indonesia, and Tanzania as primary threats. To prevent high-income countries from monopolizing resources, Global Witness proposes a UN-led multi-decade plan to ensure equitable access to minerals and prioritize climate goals over military or data center applications.
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Document type: Statement
CEO Note: The Fires and Industrial Decarbonization
Mighty Earth is campaigning to accelerate the decarbonization of the automobile industry, targeting Hyundai Motors Corporation. The organization highlights the need for fully fossil-free steel and green hydrogen investments, while criticizing the environmental and human rights risks associated with Hyundai's global steel supply chain, including a planned facility in Louisiana and suppliers linked to abuses in Mexico.
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Document type: Statement
U.S. clean energy investments: 2026 Quarter 1 analysis
In Q1 2026, U.S. clean energy investments were heavily influenced by executive branch implementation and policy certainty. While electric power investments increased—driven by a massive nuclear project in Texas—manufacturing investments declined for the sixth consecutive quarter. Federal support strongly favored critical minerals and battery storage, while sectors like hydrogen, solar, and sustainable aviation fuel (SAF) faced mixed outcomes due to fragile policy support and tightened tax credit eligibility windows.
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Document type: Report
Critical Mineral Deep Dive: Lithium
This fact sheet from the Environmental and Energy Study Institute describes the role of lithium in the energy transition, its global supply chain, extraction methods, and the environmental and social impacts associated with its production.
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Document type: Fact sheet
Critical Mineral Deep Dive: Cobalt
This fact sheet from the Environmental and Energy Study Institute describes the role of cobalt as a critical mineral for the clean energy transition, detailing its applications in lithium-ion batteries, global distribution of reserves and production, and the significant human rights and environmental impacts associated with its extraction, particularly in the Democratic Republic of the Congo.
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Document type: Fact sheet
document-79c247353868130d.pdf
The report analyzes the 'Electric Asia' transition, arguing that Asian economies are shifting from a historical correlation between GDP growth and fossil fuel demand toward a model where growth is driven by electricity demand and domestic renewable energy. It highlights the role of China in exporting electrification technologies and the potential for other Asian nations to reduce import dependency by deploying solar and wind power, particularly as the levelized cost of energy (LCOE) for solar-plus-storage becomes competitive with LNG.
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Document type: Report
Konferensi Mineral Kritis 2026
The document argues that Indonesia's critical minerals industry, particularly nickel, is characterized by 'green extractivism' where global decarbonization narratives mask local ecological destruction and human rights abuses. It highlights the role of National Strategic Projects (PSN) in bypassing environmental protections and the heavy dominance of Chinese capital and technology in the supply chain. The report documents severe impacts including fatal workplace accidents, massive deforestation in North Maluku, health crises such as spikes in respiratory infections, and the systemic impoverishment of local communities.
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Document type: Report
The Geothermal Supply Chain Is America’s to Gain — or Lose
The United States is well-positioned to lead the next-generation geothermal supply chain due to significant overlaps with the oil and gas industry, though gaps remain in superhot rock (SHR) compatible rigs and power conversion turbomachinery. While investment in the sector grew from $22 million in 2018 to $2.2 billion in 2025, the report warns that equipment supply chains could become a bottleneck for national-scale adoption. Developing a domestic supply chain could create over 100,000 jobs in wellfield and plant operations and catalyze manufacturing growth in regions like Louisiana, Texas, Oklahoma, Georgia, New York, North Carolina, and South Carolina. To secure this advantage, the report recommends expanding the 45X advanced manufacturing production tax credit to geothermal and improving data on equipment capacity and production costs.
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Document type: Report
Policies localizing electric vehicle and battery manufacturing in India
The report analyzes the role of Indian state governments in localizing the electric vehicle (EV) and battery value chain. While 14 states offer financial support to attract investment, localization remains low for high-cost components like batteries and motors. The study argues that while downstream assembly is maturing, state policies are still nascent regarding upstream and midstream segments, such as critical mineral sourcing and cathode active material production. It recommends a coordinated approach between central and state governments to de-risk investments, improve infrastructure, and bridge skill gaps.
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Document type: Report
Asia-Pacific’s Green Steel Demand Opportunity
The report finds that by 2030, private sector demand for near-zero emissions steel in the analyzed Asia-Pacific countries will reach 6.1 million tons, with an additional 11.5 million tons possible through aligned public procurement. However, the projected clean steel supply pipeline of 2.5 million tons is insufficient to meet this demand, creating a gap that could be filled by new projects or green iron imports from Australia. Scaling this market requires overcoming barriers such as unclear product standards and price premiums through government incentives and demand aggregation mechanisms.
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Document type: Report
Industrial carbon pricing is not the reason for food inflation
The Canadian Climate Institute asserts that industrial carbon pricing has a negligible effect on food prices, estimated at most at 0.1 per cent. The author explains that the policy does not apply to individuals, farmers, or transport companies, and is designed to limit costs for large industrial emitters through thresholds and carbon credits. The text identifies the actual drivers of food inflation as supply chain disruptions, labour shortages, U.S. trade policy, and climate-driven weather extremes such as droughts in Western Canada.
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Document type: Statement
Africa in a Multipolar World: Navigating Power in Shifting Global Order, 2025
In 2025, African nations faced a fragmented global order characterized by US strategic retrenchment and intensifying competition over critical minerals. The year was marked by the first G20 summit on African soil in South Africa, which pushed for reforms in sovereign credit rating practices and international financial support. While some states like Nigeria and Kenya increased domestic resource mobilization to counter US aid cuts, others in the Horn of Africa became focal points for geopolitical rivalry involving Israel and Gulf Arab states. Additionally, the Lobito Corridor emerged as a key site for US and EU efforts to counter Chinese dominance in critical mineral supply chains, though this development is accompanied by governance risks in the DRC and Zambia.
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Document type: Report
25 years of British offshore wind
Since 2000, Britain's offshore wind sector has grown to 16,000 MW of capacity, providing 17% of the country's total generation in 2024 and employing approximately 40,000 people. The industry has evolved from the 4 MW Blyth wind farm to massive projects like Hornsea 2 (1.3 GW) and the under-construction Dogger Bank (3.6 GW). While the 'Contracts for Difference' (CfD) model has influenced global policy and provided price stability for consumers, the sector currently faces supply chain bottlenecks and inflation. Future growth depends on standardising turbine components, expanding national manufacturing in areas like blade technology and deep-water foundations, and leveraging new investments from Great British Energy.
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Document type: Report
Kickstarting India’s offshore wind market: Lessons from India’s early tenders
India has struggled to launch its offshore wind market despite a decade of policy efforts, with two major auctions called off in 2025. The brief identifies rigid pricing structures, a lack of local supply chains for high-capacity turbines, and transmission risks as primary barriers. It argues that India should move away from blunt competitive auctions for first-of-a-kind projects and instead adopt global best practices, such as flexible tariffs, 'ready-to-build' tender packages, and compensation for grid delays, to attract investment and develop domestic industry.
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Document type: Policy brief
Offshore wind targets underpin acceleration to 2030 and beyond
The report finds that 27 countries have set national offshore wind targets, with global capacity projected to almost triple from 83 GW in 2024 to 238 GW by 2030. While targets have driven market growth, many countries are expected to miss their 2030 goals due to cost inflation, supply chain pressures, and permitting delays. The analysis highlights a significant gap between current projections and the 413 GW required by 2030 to align with the UAE consensus for tripling renewable capacity.
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Document type: Report
Von Rohstoffen zu Einfluss: Abkommen über Ressourcen im Austausch gegen Sicherheit verändern die Machtverhältnisse in Afrika
The document argues that Africa's critical raw materials (CRMs) have triggered a resurgence of transactional deals where external powers provide security or infrastructure in exchange for resource access. It contrasts Russia's use of private military companies, the US's transactional 'peace-brokering' model, and China's 'infrastructure-for-resources' strategy, noting that these arrangements often prioritize foreign strategic gains over African long-term stability and sovereignty.
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Document type: Research paper
Geothermal supply chain
The policy brief highlights the reliance of the nascent next-generation geothermal industry on a global supply chain and urges the U.S. government to ensure FEOC tax credit rules do not obstruct development.
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Document type: Policy brief
From Wildfires to Trade Corridors: Climate Resilience as an Economic Strategy
The Canadian Climate Institute asserts that escalating climate risks threaten Canada's trade infrastructure and economic stability. The document highlights the severe economic toll of climate-driven events, citing a projected cost of $25 billion to the economy in 2025, and advocates for treating climate-resilient infrastructure as a project of national interest to safeguard long-term wealth creation.
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Document type: Statement