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China’s new coal power spree continues as more provinces jump on the bandwagon
China is experiencing a significant increase in coal power capacity, with 37 GW starting construction and 52 GW permitted in the first half of 2023. The report argues that most of these projects violate central government policies intended to limit coal to a supporting role for renewables, instead serving as bulk power generation. This trend, driven by energy security concerns and a desire to maximize carbon-intensive capacity before the 2030 peaking deadline, risks creating massive overcapacity and undermining China's carbon neutrality goals.
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Document type: Briefing
Developing an Impactful Solar for All Proposal
The document outlines how to develop a competitive proposal for the EPA's Solar for All program, part of the $27 billion Greenhouse Gas Reduction Fund. It provides detailed guidance on five key evaluation criteria: impact assessment, meaningful benefits, market strategy, financial assistance, and equitable access. The guide emphasizes reducing upfront costs, leveraging federal tax credits via third-party ownership, and integrating energy efficiency to maximize benefits for disadvantaged communities.
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Document type: Guide
Cheaper, Cleaner, Faster
The briefing argues that insufficient transmission capacity is a major bottleneck for US decarbonization, with new capacity seeking interconnection consisting of 95 percent zero-carbon resources in 2022. It identifies grid-enhancing technologies (GETs) as cost-effective, rapid-deployment solutions that optimize existing transmission, but notes that utility adoption is hindered by risk aversion and regulatory incentives that reward capital expenditures over operational efficiencies. To overcome this, the document outlines four strategies for Public Utility Commissions (PUCs): building knowledge through investigative proceedings, mandating the consideration of GETs in planning processes, implementing performance incentive mechanisms or totex ratemaking, and engaging in Federal Energy Regulatory Commission (FERC) proceedings.
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Document type: Briefing
Industrial Thermal Batteries Decarbonizing U.S. Industry While Supporting a High-Renewables Grid
Industrial thermal batteries can convert electricity into high-temperature heat (1,500-1,700°C), potentially displacing 75% of U.S. industrial non-feedstock energy demand. The report analyzes two primary deployment modes: 'generation-following' (off-grid renewables) and 'price-hunting' (grid-connected, price-responsive). It finds that these batteries can provide heat at $35 to $62 per MWh, making them competitive with natural gas. The authors recommend financial incentives via the Inflation Reduction Act and reforms to electricity tariffs to reward the grid flexibility these batteries provide.
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Document type: Report
Power in Unity
The policy brief highlights a gap between current European electricity interconnection expansion plans and the actual needs of the power system. It asserts that doubling interconnection capacity is essential to integrate renewables cost-effectively and reduce reliance on fossil gas. The author identifies critical border corridors requiring urgent attention and proposes three pathways forward: accelerating the 22 GW of projects already in the pipeline, investing in non-wire solutions like storage and demand response, or increasing domestic renewable capacities at a higher cost.
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Document type: Policy brief
Coal Cost Crossover 3.0
The report finds that 99% of U.S. coal plants are more expensive to operate than to replace with new renewable energy. It highlights that local solar and wind resources, bolstered by IRA tax credits and the ability to reuse existing grid interconnections, offer a cost-effective path for coal retirement. The analysis suggests that the savings from this transition could fund 137 GW of four-hour battery storage to maintain grid reliability. The authors recommend that policymakers update resource plans, improve interconnection processes, and utilize IRA financing to ensure a just economic transition for coal-dependent communities.
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Document type: Report
Green Power Corridor for North-East Asia: A Roadmap
The report outlines a phased roadmap for the Green Power Corridor (GPC) in North-East Asia, aiming to integrate the power grids of China, Japan, Mongolia, the Republic of Korea, the Democratic People's Republic of Korea, and the Russian Federation. Using a cost-optimization model, the study demonstrates that enhanced connectivity reduces system costs, accelerates the adoption of low-cost renewables, and supports national net-zero targets. The proposed roadmap is divided into three phases: laying the groundwork (2023-2030), implementation (2030-2040), and organic development (2040 onward), focusing on six building blocks: political accord, institutional framework, infrastructure backbone, financial arrangements, regulatory framework, and social acceptance.
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Document type: Report
A Roadmap for the Clean Energy Future We Need
The document advocates for expanding U.S. electricity transmission to meet climate goals while rejecting the idea that speed requires gutting environmental protections. It argues that upfront community engagement and holistic planning actually accelerate project delivery, citing a 2022 MIT study and offshore wind projects in Maryland. The author calls for the Biden administration and FERC to address transmission bottlenecks and for Congress to pass the Environmental Justice for All Act and the CHARGE Act of 2022 to ensure the transition is equitable and efficient.
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Document type: Statement
Assessment of Opportunities in Haryana
The report argues that demand response for residential cooling can mitigate the grid stress caused by increasing air conditioner use during heatwaves in Haryana. By 2030, targeted load reduction of residential cooling could reduce peak load requirements by up to 400 MW, resulting in power purchase savings of up to INR 83 lacs per event. The document identifies barriers to implementation, including a lack of granular data on consumer behavior and the need for dynamic tariffs and smart meter penetration.
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Document type: Report
ELECTRIC SCHOOL BUS U.S. MARKET STUDY AND BUYER’S GUIDE
The report analyzes the growing U.S. electric school bus (ESB) market, noting that as of March 2022, 415 districts had committed to 12,275 ESBs. It details the benefits of ESBs, including zero tailpipe emissions and lower operational costs, while outlining the technical requirements for charging infrastructure and the variety of available vehicle types (Type A, C, and D). The guide also explores funding mechanisms, such as the $5 billion Clean School Bus Program, and provides a roadmap for fleet electrification.
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Document type: Guide
New Generation
The report demonstrates that Europe can achieve a 94-96% clean power system by 2035 at no extra cost compared to stated policies, provided wind and solar deployment quadruples. This transition would enable wider electrification, potentially halving fossil fuel consumption by 2030 and saving between €530 billion and €1 trillion by 2035. Key requirements include expanding interconnection, deploying electrolysers for green hydrogen, and phasing out coal by 2030 and unabated baseload gas after 2025.
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Document type: Report
ELECTRIC FEDERALISM POLICY FOR ALIGNING CANADIAN ELECTRICITY SYSTEMS WITH NET ZERO
The report identifies four critical policy challenges in Canada's transition to a net zero electricity system by 2035: misalignment of federal climate policy, lack of coordination among provincial institutions, potential upward pressure on electricity rates, and weak incentives for interregional grid integration. To address these, the authors propose a framework of 'electric federalism' involving strengthened carbon pricing, the implementation of performance standards, and the use of government tax bases to fund infrastructure investments to protect low-income ratepayers. The report emphasizes the need for provincial regulators to have mandates explicitly aligned with climate goals and suggests that the federal government use negotiated agreements—similar to health transfers—to provide financial support conditional on provincial policy reforms.
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Document type: Report
PLUS GRANDS, PLUS PROPRES, PLUS INTELLIGENTS
The report argues that Canada's electrical systems must become "plus grands, plus propres et plus intelligents" (larger, cleaner, and smarter) to support national carbon neutrality by 2050. It identifies 'safe bets' (valeurs sûres)—such as expanding wind and solar capacity, improving energy efficiency, and phasing out unabated fossil fuels—and 'risky bets' (paris risqués), including small modular reactors and carbon capture and storage (CCS). The analysis emphasizes that while technical solutions exist, significant social, institutional, and political barriers remain, particularly regarding interregional grid integration and Indigenous leadership in the energy transition.
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Document type: Report
POWERING CANADA'S NET ZERO FUTURE
The report argues that a 'big switch' to clean electricity is essential for Canada's net zero transition, requiring a substantial increase in generation capacity, the phase-out of unabated fossil fuels, and enhanced system flexibility. It identifies significant barriers, including uncoordinated federal and provincial policies, potential electricity rate increases, and limited interregional grid integration. To overcome these, the authors propose 'electric federalism'—a coordinated approach where the federal government provides financial support and a clean electricity standard in exchange for provinces updating institutional mandates and energy plans.
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Document type: Executive summary
中国煤电发展 的动因和转型 切入点
The report examines why China's coal power capacity continued to grow between 2016 and 2020 despite decarbonization goals, citing both surface-level needs (supply security, heating) and deep-seated drivers (local government enthusiasm, rigid dispatch mechanisms). It argues that coal power must transition into a 'supportive role' providing flexibility and backup for wind and solar. To achieve this, the authors suggest four policy entry points: breaking path dependency by curbing local government enthusiasm, reforming electricity markets to incentivize flexibility, coordinating coal and electricity policies to ensure supply security, and adopting a reflexive, inclusive governance model.
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Document type: Report
The Best Time to Plan Transmission Was 15 Years Ago. The Second-Best Time Is Now.
The document asserts that the US transmission system must expand by 50% to 300% to achieve a clean electricity goal by 2035, as current shovel-ready projects would only add 11-12% capacity. It highlights systemic failures in regional planning, such as narrow benefit definitions and unrealistic growth assumptions for renewables, which have led to interconnection queues containing approximately 1,000 GW of wind and solar capacity. The author supports a FERC Notice of Proposed Rulemaking (NOPR) that would require long-term, forward-looking regional planning and encourages the inclusion of broad benefits and grid enhancing technologies (GETs) in cost allocation and project selection.
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Document type: Statement
Nordic Co-operation, Canadian Provincialism
The document analyzes the Nordic model of electricity co-operation—characterized by two-way trade, market harmonization via Nord Pool, and regional governance—as a blueprint for Canada. It argues that Canadian provinces could lower decarbonization costs by using hydro-rich provinces as 'batteries' to back up variable renewable energy in other regions, provided they overcome political resistance and regulatory misalignment.
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Document type: Case study
Headwinds for US Gas Power: 2021 Update on the Growing Market for Clean Energy Portfolios
The document argues that new investment in US gas-fired power plants is becoming uneconomic due to the rise of Clean Energy Portfolios (CEPs)—combinations of wind, solar, energy efficiency, demand response, and battery storage. As of late 2021, 88 GW of gas capacity was proposed, but over 50% of proposed new gas plants have been cancelled prior to construction in the last two years. The analysis finds that CEPs are a cheaper option in more than 80% of sites where gas plants are proposed for service by 2030, and at least 70 GW of proposed gas could be economically avoided, potentially saving $22 billion and 873 MMT of CO2. The report highlights significant stranded cost risks, noting that in a central analysis case, 40% of proposed combined cycle gas plants would cost more to operate than a new CEP costs to build within 10 years.
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Document type: Briefing
GCF-EBRD Kazakhstan Renewables Framework Kazakhstan
The interim evaluation concludes that the GCF-EBRD Kazakhstan Renewables Framework is largely successful and on track to meet or exceed its targets for finance and greenhouse gas reductions. The programme has already contributed to reducing emissions by over 482 ktCO2 through 2020 and is projected to reach over 19 million tCO2 over the lifetime of its investments. While financing and auction process support are on schedule, delays have occurred in carbon market support and job-skills development. The report highlights the effectiveness of the EBRD's local presence and recommends reallocating uncommitted technical assistance funds toward grid development, green bonds, and carbon market regulatory frameworks.
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Document type: Report
Q&A Frequently Asked Questions about Community-Level and Large-Scale Battery Energy Storage
The document provides a comprehensive Q&A on battery energy storage, distinguishing between behind-the-meter and front-of-the-meter systems. It highlights how storage enhances grid flexibility, supports renewable energy integration, and improves community resilience during extreme weather. While noting the environmental and health benefits of displacing fossil fuel plants, it addresses safety risks like thermal runaway and the ethical concerns surrounding the mining of lithium and cobalt. It emphasizes the need for inclusive stakeholder engagement and strong policy design to ensure equitable deployment and sustainable supply chains.
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Document type: Fact sheet