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2025 was Earth's third-warmest year on record, with average temperatures 1.3°C above pre-industrial levels. This continues a heat streak driven by fossil fuel pollution, pushing the planet toward the 1.5°C long-term warming limit, which could be exceeded by 2030. While global electricity demand is increasingly met by renewables, the U.S. has recently rolled back clean energy policies and withdrawn from key international climate agreements.

The Latin America and Caribbean (LAC) region generates 19% of its electricity from wind and solar, exceeding the global average. While nearly half of the 33 LAC countries have pledged net-zero emissions by 2050, an implementation gap persists. The region possesses a third of global lithium, copper, and silver reserves, though investment has historically favored extraction over local manufacturing. Recent trends show a rise in electric vehicle sales and a shift in Venezuela toward solar generation to improve grid stability.

The report argues that South Korea's heavy reliance on imported fossil fuels (84% of total energy supply) creates critical security vulnerabilities exposed to geopolitical conflicts and climate-driven disruptions. It posits that a rapid shift toward renewables can mitigate these risks, reduce financial burdens on the state, and support the energy demands of advanced defense and AI technologies. While acknowledging challenges such as China's dominance in critical mineral supply chains and cybersecurity risks associated with grid digitalization, the document concludes these are manageable through diversification, battery storage innovation, and strategic policy integration.

The Union of Concerned Scientists analysis finds that data center load growth could increase Illinois electricity system costs by $24 billion to $37 billion by 2050 and drive the state to become an energy importer as early as 2030. Under current policies, this growth would increase reliance on in-state fossil fuel plants and out-of-state imports, leading to higher CO2, methane, NOx, and SO2 emissions. The report estimates that this growth could cause between 68 and 403 additional mortalities and up to $124 billion in climate damages by 2050. To mitigate these effects, the document recommends requiring data centers to secure new carbon-free electricity resources, increasing transparency in power reporting, and restoring federal clean energy tax credits.

The Union of Concerned Scientists analysis finds that Michigan's electricity demand could nearly double by 2050, driven significantly by AI-related data centers. While current policies may lead to increased fossil gas capacity and emissions due to an energy export loophole, a proposed CO2 reduction policy could enable Michigan to meet 95% of its 2050 demand with renewables and low-carbon sources, avoiding $3.5 billion in local health costs and $408 billion in global climate damages.

The report argues that the United States can meet surging electricity demand from AI data centers using clean energy while phasing out fossil fuels, provided that stronger state and federal policies are implemented. It warns that under current policies, data center growth will increase reliance on gas and coal, leading to higher emissions and significant costs for ratepayers. Conversely, adopting clean energy policies—such as restoring federal tax credits and implementing carbon-free electricity standards—could save trillions of dollars in climate and health damages, far outweighing the costs of the energy transition.

The report finds that data centers are the primary driver of near-term electricity demand growth in Wisconsin, which risks increasing reliance on fossil fuels under current policies. By implementing a Clean Electricity Standard and CO2 reduction policies, Wisconsin could generate 83% of its electricity from clean energy by 2050 and reach net-zero CO2 emissions. Such policies would avoid significant health-related costs and mortalities compared to current trajectories. The report recommends reintroducing Integrated Resource Planning and establishing a clean electricity standard to protect ratepayers and the climate.

Vietnam aims for net-zero emissions by 2050, targeting a 47% renewable energy share in electricity generation by 2030. While the country has integrated Just Transition principles into national strategies and secured a USD 15.5 billion commitment via the Just Energy Transition Partnership (JETP), it faces significant gaps in governance, social protection, and workforce reskilling. The brief recommends establishing a National Just Transition Commission and expanding international finance to cover social dimensions beyond energy infrastructure.

In 2025, the EU reached a milestone where wind and solar generated more electricity (30.1%) than all fossil fuel sources (29.0%) for the first time on record. Solar generation grew by 20.1% to reach a record 369 TWh, while coal fell to a historic low of 9.2% of the mix. Despite this, gas generation rose by 8% due to low hydro output, increasing the EU power sector's gas import bill by 16% to €32 billion. The report highlights the role of a growing battery pipeline—exceeding 10 GW of large batteries in 2025—in reducing reliance on expensive gas and mitigating the curtailment of clean power, particularly in Germany.

The Western Cape presents a total investable renewable energy opportunity of R37.4 billion across approximately 2.35 GW of new capacity by 2030. While severe grid constraints on the Eskom network have limited new connections, the 2025 NERSA approval of a 4% congestion curtailment mechanism is expected to unlock 1,180 MW of wind capacity, attracting R20.1 billion in investment. An additional R14 billion is tied to 926 MW of wind and solar projects currently in the budget quote (BQ) phase. Behind-the-meter (BTM) solar PV and battery energy storage systems (BESS) for businesses represent a resilient R3.3 billion market, driven by rising electricity tariffs and corporate decarbonisation pressures, although projects over 1 MW face high compliance costs. Long-term growth is expected following transmission upgrades on the Cape Corridor scheduled for 2028–2031.

The report identifies an investible renewable energy market in South Africa of R161.2 billion across 12.9 GW of capacity by 2030. It highlights two primary investment areas: large-scale solar PV, wind, and battery energy storage systems (BESS) targeting the private wheeling market, and behind-the-meter (BTM) solar PV and BESS for commercial and industrial users. Key drivers include electricity price instability, decarbonisation pressures from international regulations like the EU's CSRD, and energy security needs. However, the market faces significant barriers, most notably severe grid connection constraints in high-resource zones and a lack of standardised municipal wheeling frameworks. The report also notes the transition toward a competitive South African Wholesale Electricity Market (SAWEM) and the introduction of the Independent Transmission Infrastructure Procurement Programme (ITIPP) to attract private capital for grid expansion.

The ARE Energy Access Investment Forum 2026 brought together 1,400 participants from 87 countries to discuss renewable electrification. Key outcomes included the launch of the USD 25m ASCENT Project Preparation Facility by COMESA and a GDP 14m contribution from the UK's FCDO to the Sustainable Energy Fund for Africa in the DRC. The forum highlighted systemic gaps in capital allocation for small African-led firms and the need to shift from supply-led to demand-led skills training for the green transition.

The report identifies key pillars for integrating non-conventional renewable energy (NCRE) in Latin America and the Caribbean, emphasizing the need for long-term state policies, proactive system planning, and updated regulatory frameworks. It highlights successful models in Uruguay, Chile, and Brazil, while contrasting these with challenges in Colombia, particularly regarding the lack of multi-party political consensus and coordination between generation and transmission planning.

The report argues that Colombia's electrical framework is outdated, designed for a hydro-thermal system and creating barriers to the integration of solar and wind energy. It proposes a structural shift toward a 'energy plus attributes' model, where systemic services like inertia and voltage control are explicitly valued. Key recommendations include reforming the reliability charge (Cargo por Confiabilidad), optimizing transmission capacity allocation to prevent 'hoarding', and transitioning to a more proactive planning role for the UPME. Technical evidence suggests Colombia could operate with over 95% renewable energy by 2038 if these regulatory and market bottlenecks are resolved.

The Atlas of Energy Soils of Barrancabermeja identifies solar energy as the most viable renewable resource for the municipality due to high and homogeneous irradiation levels. While the resource is abundant, 62% of the territory is restricted by environmental and regulatory factors, primarily related to the region's complex hydrological network and protected areas. The analysis validates four planned solar farm polygons (Galias 1, 2, 3, and El Tiburón) as being located in unrestricted areas. The document recommends updating the municipal Land Use Plan (POT) to formally integrate energy planning and the identified solar potential.

The policy brief assesses the macroeconomic, financial, and labor risks associated with Colombia's energy transition, particularly for five vulnerable departments. It warns that a disordered transition could lead to the loss of 448,000 jobs by 2035 and increased country risk. To mitigate this, the authors propose an integrated policy package comprising macro-fiscal-financial measures to lower capital costs, territorially differentiated labor protections, and a productive-territorial strategy focusing on 'lever sectors' like electric energy, efficient construction, and agroecology to create sustainable local employment.

In 2025, global coal capacity grew by 3.5% while generation fell by 0.6%, a divergence driven primarily by China and India. While new commissioning reached near-record levels of 97.4 GW, coal is increasingly used as 'system insurance' rather than a primary energy source. The global pipeline is narrowing geographically, with only 32 countries proposing or building new plants in 2025, and 95% of all construction concentrated in China and India. Meanwhile, the U.S. and EU saw significant delays in planned retirements, though for different reasons: federal emergency orders in the U.S. and energy security concerns in the EU. Latin America reached 'No New Coal' status in 2025, while South Korea committed to a phaseout by 2040.

The report details a shift in U.S. federal priorities that has narrowed incentives for clean energy, primarily through the One Big Beautiful Bill Act (OBBBA) and executive agency actions. It highlights significant tax credit repeals or restrictions, DOE funding cancellations, and EPA reporting rollbacks that have created deep uncertainty across the electric power, manufacturing, and energy and industry sectors. While some investments accelerated to meet new deadlines, others—particularly in hydrogen, sustainable aviation fuel, and carbon management—have declined or relocated abroad.

In 2025, solar and wind power expanded fast enough to outpace global electricity demand growth for the first time over a sustained period. Solar growth accelerated in Africa and Central Europe, while BRICS nations now generate over half of global solar power. The rise of 'electrotech'—led by China—and falling battery costs are enabling fossil-free baseload power and supporting the energy demands of AI and data centres.

The document challenges the narrative that wind and solar power drive up electricity costs, asserting that real-world data from multiple global markets often shows an inverse relationship. It highlights that in the US and EU, regions with higher-than-average renewable shares frequently have lower-than-average household power prices. While acknowledging that factors like transmission costs, wildfire mitigation, and market liquidity can influence prices, the briefing concludes that renewables generally lower wholesale costs by displacing expensive fossil fuels.