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The Bottom Line: Why Canada’s Energy Security Hinges on Renewables
The document asserts that Canada's reliance on oil, gas, and coal exposes it to global market volatility and geopolitical risks, as evidenced by record-high fuel prices in 2022. It argues that renewable energy sources like wind and solar are now more cost-effective than fossil fuels and provide long-term price stability because they do not require input fuels. The brief highlights Canada's existing hydroelectric capacity and transmission infrastructure as key assets for integrating variable renewables. It recommends accelerating the electrification of transportation and heating, improving interprovincial grid connectivity, and investing in energy storage to achieve a non-emitting electricity grid by 2035.
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Document type: Policy brief
Navigating Energy Transitions
The report finds that limiting global warming to 1.5C requires a rapid decline in oil and gas production, with a minimum 65% reduction by 2050. It argues that developing new oil and gas fields is incompatible with this goal and would likely create stranded assets. To replace fossil fuels, the world must significantly scale up wind and solar deployment; the annual investment gap for these technologies is estimated at USD 450 billion until 2030, a sum that could be covered by redirecting funds currently slated for new fossil fuel exploration (USD 570 billion annually). The report also examines the 'dash for gas' in Europe following the Russian invasion of Ukraine, concluding that existing infrastructure can meet medium-to-long-term demand if consumption is reduced. Finally, it highlights legal risks from investment treaties, which could cost governments up to USD 340 billion in compensation claims, and criticizes the lack of transparency and ambition in corporate net-zero targets.
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Document type: Report
The 7th ASEAN Energy Outlook 2020 - 2050
The 7th ASEAN Energy Outlook (AEO7) analyzes energy demand, supply, and electricity generation across the ASEAN region through four scenarios: Baseline, AMS Targets (ATS), APAEC Targets (APS), and Least-Cost Optimisation (LCO). It finds that without policy intervention, energy demand will triple by 2050 and fossil fuels will continue to dominate. However, implementing national and regional policies can significantly reduce total final energy consumption and greenhouse gas emissions. The report emphasizes the need for increased energy efficiency, higher renewable energy penetration, and regional grid interconnection to ensure energy security and sustainability.
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Document type: Report
Can China Contribute to Climate Action in Latin America?
The author proposes that China can leverage its role as a major investor and creditor in Latin America to support climate action. Key suggestions include adopting a crediting mechanism for clean energy projects similar to Japan's JCM, implementing debt-for-climate swaps (specifically citing Ecuador's potential), and negotiating free trade agreements that prioritize environmental services and green goods.
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Document type: Research paper
The good news and bad news of India’s race to 175 GW renewables
As of August 2022, India had installed 116 GW of renewable energy, achieving 66% of its 175 GW target for December 2022. While solar power is driving growth, with 9.8 GW installed between January and August 2022, wind energy installations have slowed. Progress is highly uneven across states; Gujarat, Telangana, Rajasthan, and Karnataka have met their 2022 targets, while Maharashtra, Uttar Pradesh, Andhra Pradesh, and Madhya Pradesh account for 61% of the national target shortfall. To reach the 2030 target of 450 GW, India must increase its monthly installation rate to 3.7 GW, which is 2.5 times the average rate seen in the first eight months of 2022.
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Document type: Report
Can Indonesia really achieve a net zero power sector by 2040?
The document argues that Indonesia can technically achieve a net zero power sector by 2040, which would accelerate the broader national net zero target to 2050. This transition requires phasing out unabated coal, significantly increasing annual electricity investment to USD 40 billion this decade and USD 80 billion in the next, and addressing grid flexibility and inter-regional connectivity. While the transition would result in a net gain of 265,000 jobs, it would cause 230,000 losses in coal mining, necessitating just energy transition policies. The author notes that Presidential Regulation No. 112/2022 is a positive step toward attracting renewable investment and retiring coal plants.
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Document type: Briefing
Joint statement of EU environmental organisations on the revision of the Renewable Energy Directive under the REPowerEU legislative proposal – 2022/0160(COD)
The document calls for the EU to address administrative bottlenecks and improve spatial planning to speed up renewable energy permitting, while maintaining strict adherence to environmental safeguards like the Birds and Habitats Directives to avoid legal uncertainty and ecological harm.
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Document type: Statement
Five priorities for the new UK Prime Minister
The Green Economy Coalition argues that the UK's cost-of-living crisis requires a combination of urgent financial support for the vulnerable and a strategic commitment to a green recovery. It rejects short-term fixes such as North Sea drilling, fracking, and scrapping the green levy, instead advocating for a transition to renewable energy, a pro-poor policy approach, and a green jobs strategy to ensure long-term economic and environmental resilience.
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Document type: Statement
中国电⼒和钢铁⾏业仍在投资⾼碳产能 ,或成“双碳”⽬标绊脚⽯
The document reports that despite China's climate goals, investment in high-carbon coal power and blast furnace steel capacity remains high. While renewable energy and electric arc furnace (EAF) investments are growing, the continued approval of coal plants and high-emission steel projects creates significant stranded asset risks. The report argues that power shortages in provinces like Sichuan are caused by rigid grid management and fuel costs rather than a lack of capacity, suggesting that further coal expansion is unnecessary if grid reforms are implemented.
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Document type: Briefing
China’s power and steel industries continue to invest in coal-based capacity, complicating carbon goals
The document finds that while China has seen record clean energy installations and a decline in coal-fired power generation, government permitting for new coal plants and investments in blast furnace capacity accelerated in early 2022. This trend creates a risk of significant stranded assets—estimated at $8.5 billion for power and $15-22 billion for steel—and complicates the economic and political transition to low-carbon energy. The report highlights that power shortages in provinces like Sichuan were driven by rigid grid management and high fuel prices rather than a lack of capacity, and recommends reforming grid operations and including the steel sector in the emissions trading system.
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Document type: Briefing
The Green Pivot: Cyprus and the regional energy market
Cyprus currently relies heavily on fossil fuels and suffers from energy isolation and high electricity costs. The report proposes a 'green pivot' involving grid interconnectivity via projects like the EuroAsia Interconnector, the liberalisation of the electricity market through the 'Net Pool' model, and increased investment in solar power and energy storage. By comparing Cyprus to the successful Nordic model, the authors suggest that physical interconnectivity and market transparency could reduce CO2 emissions and lower annual electricity bills for the average consumer by approximately €200.
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Document type: Report
Low-Carbon Pathways for Transportation
The Union of Concerned Scientists finds that the United States can achieve a 98 percent reduction in transportation emissions by 2050 through rapid vehicle electrification, strengthened efficiency standards, and a transition to renewable electricity. The proposed 'Core scenario' involves ending sales of passenger cars and light trucks by 2035 and medium- and heavy-duty trucks by 2040, reducing liquid fuel use by 84 percent by midcentury. These pathways are deemed economically viable, with net energy costs estimated at less than 1 percent of GDP. The report emphasizes that this transition must be coupled with a power grid shift to 97 percent zero-carbon sources by 2050 and a focus on environmental justice for overburdened communities.
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Document type: Executive summary
UPDATED INFLATION REDUCTION ACT MODELING USING THE ENERGY POLICY SIMULATOR
The Inflation Reduction Act (IRA) is projected to reduce U.S. greenhouse gas emissions by 37% to 43% below 2005 levels by 2030, significantly closing the gap toward the U.S. Nationally Determined Contribution (NDC). While oil and gas leasing provisions may increase global emissions by 17 to 29 MMT CO2e, these are heavily offset by other IRA provisions. The legislation is expected to create up to 1.3 million jobs, prevent up to 4,500 premature deaths from air pollution, and increase U.S. GDP by 0.65% to 0.77% by 2030.
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Document type: Research paper
Why Canadian Liquefied Natural Gas Is Not the Answer for the European Union’s Short-Term Energy Needs
The document asserts that Canada lacks the necessary infrastructure to provide immediate LNG supplies to the EU following the Russian invasion of Ukraine. It highlights that while the EU seeks short-term alternatives, it is simultaneously accelerating its 'Fit for 55' and 'REPower' plans to reduce gas demand and achieve climate neutrality. With new Canadian projects taking at least three years to complete, the author concludes that such investments risk becoming stranded assets as European demand declines.
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Document type: Policy brief
How the New Climate Bill Promises to Cut Inflation, Upgrade the Economy, and Slash Emissions
The Inflation Reduction Act commits $369 billion to energy and climate initiatives to decarbonize the US economy and secure clean energy supply chains. Key measures include tax credits for electric vehicles, residential energy efficiency, and green hydrogen, alongside funding for urban forestry and carbon capture. The legislation targets a reduction in energy costs for households, the revitalization of former fossil fuel communities, and the acceleration of low-carbon industrial production in sectors like steel and cement.
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Document type: Briefing
Landscape of Green Finance in India
The report details a comprehensive methodology for mapping green finance in India, focusing on mitigation activities across clean energy, energy efficiency, and clean transportation. It defines a taxonomy for green finance, identifies diverse data sources—including government budgets, OECD reports, and PSU financial statements—and establishes accounting principles to prevent double counting. The methodology employs specific proxy calculations for sectors like electric vehicles and rooftop solar, while utilizing a standard 70:30 debt-to-equity gearing ratio where specific project data is unavailable.
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Document type: Report
Why Canadian Liquefied Natural Gas Is Not the Answer for the European Union’s Short-Term Energy Needs
The document examines the feasibility of using Canadian LNG to replace Russian gas in the EU, concluding that the 3-to-5-year timeline for building new Canadian facilities is incompatible with the EU's immediate needs and its medium-term goal of phasing out gas by 2025-2027.
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Document type: Policy brief
ESCENARIO RUTA A CERO NETO 2050
The report outlines a 'Route to Net Zero' for Colombia by 2050, arguing that current national energy plans are insufficient for carbon neutrality. It proposes a strategy centered on high electrification (targeting 60% of final energy consumption by 2050), a massive expansion of non-conventional renewable energy (FNCER), and a gradual phase-out of fossil fuels. The analysis emphasizes that decarbonization must be paired with a 'just transition' framework to protect communities and workers dependent on the mining and hydrocarbon sectors, particularly in regions like La Guajira and Cesar.
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Document type: Report
Ready, Set, Go: Europe’s Race for Wind and Solar
The EU is facing an implementation gap where high renewable energy targets are not translating into on-the-ground deployment. By 2026, combined annual wind and solar additions are forecast to be only 38 GW, half of the 76 GW required for 1.5C alignment. Only four EU countries—Finland, Croatia, Lithuania, and Sweden—are on track for required wind capacity. A primary barrier is the permitting process; onshore wind permitting times in 18 analysed countries all exceeded the EU's two-year limit, with some taking up to 120 months. The report argues for enforcing the Renewable Energy Directive's permitting limits and streamlining administrative processes to enhance energy security and meet climate goals.
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Document type: Report
Managing a Just Transition in New Zealand's Taranaki Region
The document examines the Taranaki region's transition to a low-carbon economy, highlighting the Taranaki Roadmap 2050 and the role of the Just Transitions Unit. It details efforts to diversify the regional economy, support workers through retraining and proposed insurance, and integrate Māori worldviews into success metrics. While praising the proactive and inclusive planning, the author notes that onshore oil and gas permits are still being granted and the long-term effectiveness of the diversification strategies remains to be seen.
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Document type: Case study