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The briefing reports a global pipeline of 917 mtpa in new LNG export capacity and 705 mtpa in import capacity, representing an estimated US$1 trillion investment. It warns that a wave of new projects coming online by the middle of the decade, primarily in the United States and Qatar, could lead to market saturation and unprofitable stranded assets. The report highlights that while Asia and Europe are the primary developers of import capacity, demand in these regions is uncertain due to decarbonization goals and price sensitivity. It further notes that many projects are already facing delays or cancellations, and that the buildout in the U.S. may conflict with national interests by raising domestic gas prices and increasing emissions.

A joint statement by Reclaim Finance and other organizations challenging TotalEnergies' claims regarding the Papua LNG project. The authors argue the project contradicts global climate goals, risks becoming a stranded asset due to peaking gas demand, and threatens high-biodiversity native forests. They further contend that the project's social safeguards are insufficient, citing a lack of transparency and opposition from local clans and chiefs in Papua New Guinea.

A joint statement by Reclaim Finance and partners challenging TotalEnergies' claims regarding the Papua LNG project, asserting that the project is incompatible with a 1.5°C warming limit, risks becoming a stranded asset, and threatens indigenous forests and community rights in Papua New Guinea.

The Endangered Species Act (ESA), passed in 1973, has prevented the extinction of 99% of listed species, including the recovery of 46 species such as bald eagles and humpback whales. While the law protects native US species through habitat requirements and prohibitions on harm, it also protects international species by regulating trade, as seen in the recovery of the red kangaroo. However, the document warns that 2019 regulatory changes by the Trump administration weaken the ESA by reducing science-based decision-making, removing automatic prohibitions for future threatened species, and limiting the designation of critical habitats, which complicates preparations for climate change threats.

Smallholder farms, particularly those between two and five hectares, produce 46% of the world's food and often exhibit higher land productivity and biodiversity than larger farms. While they are critical for global supply chains of products like coffee, cocoa, and tea, they face a 'yield gap'—ranging from 11% in East Asia to 76% in Sub-Saharan Africa—that could be closed through better access to modern agrifood chains and technology. In Africa, the adoption of climate-smart practices such as agroforestry and organic manure is heavily influenced by the availability of finance and credit. Smallholder agriculture is a primary economic driver in many developing nations, contributing 23% to the GDP of Sub-Saharan Africa.

Half of the world's economies are at least five years past a peak in fossil power generation, with 107 economies representing 38% of global electricity demand having seen emissions fall by nearly 20% over the last decade. While the EU, Oceania, and North America are in a period of decline, Asia and the Middle East are the only regions yet to reach a peak, though individual countries like Viet Nam and Japan show progress. The report emphasizes that the expansion of wind and solar is the primary driver of fossil fuel displacement, noting that without these technologies, power sector emissions would be 20% higher.

The document defines the 'Strategic Alliance Global Order' as a system where no single state possesses absolute dominance, forcing countries to build complex networks of alliances to maintain influence. It analyzes how this dynamic is accelerating due to the Ukraine war and is manifesting in the growth of minilateralism, the expansion of blocs like BRICS and the EU, and the strategic maneuvering of middle powers. The author suggests that South Africa and other Global South nations can leverage this environment to act as bridges between different global configurations to promote a rules-based international system.

The text highlights the critical role of wetland ecosystems in providing services to humans, particularly for the poorest communities, while noting that 64%–71% of global wetlands have been lost since the 20th century due to factors like land use change, climate change, and resource extraction.

The report argues that the IFC continues to support coal development in Asia by investing in financial intermediaries, most notably the Postal Savings Bank of China. This mechanism allows the IFC to bypass its public commitments to halt coal financing, resulting in indirect support for 68.3 GW of coal-fired power capacity across China, Indonesia, and Cambodia. The document highlights the Jambi 2 project in Indonesia as a primary example of this 'loophole,' detailing the environmental and health impacts of coal mining and power generation on local communities in Jambi province.

The Land Degradation Neutrality (LDN) Fund Technical Assistance Facility (TAF) is a global project designed to bridge the gap between promising land restoration concepts and 'investor-ready' projects. Managed by IDH and co-promoted by the UNCCD and Mirova, the TAF provides technical, operational, and financial assistance to SMEs, cooperatives, and private companies. It focuses on two main components: improving the technical quality and impact of projects (both pre- and post-investment) and establishing a knowledge management system through a Learning Network. The facility aims to increase private investment in sustainable land management (SLM), particularly in Least Developed Countries (LDCs) and Small Island Developing States (SIDS), while aligning with the UNCCD's Land Degradation Neutrality targets.

The Catalyst Climate Resilience Fund (CCRF) is a blended finance vehicle designed to support pre-seed climate adaptation startups in Africa. It provides an initial USD 200,000 investment per company, split between cash and venture-building support from BFA Global. The fund targets a total size of USD 40 million, utilizing a tiered capital structure with first-loss protection to attract commercial investors. Its investment thesis focuses on three verticals: fintech for resilience, sustainable livelihoods, and climate-smart essential services. The fund has already completed its first close of approximately USD 8.5 million in August 2023 and has made 10 initial pre-seed investments across several African nations.

The report finds that oil- and gas-fired power plants in development increased by 13% in the last year to 783 GW, with Asia accounting for nearly two-thirds of this capacity. If built, these projects would cost an estimated US$611 billion and generate 41,239 million tonnes of CO2e lifetime emissions. The analysis highlights that China leads global development, while the United States possesses the largest existing capacity. The report further challenges the reliability of fossil fuels during extreme weather and notes that renewables with storage are now cheaper than gas-fired power in many regions, including China.

The report examines how voluntary sustainability standards (VSSs) can be integrated into trade policies to foster sustainable South-South trade. It identifies key barriers, such as high compliance costs and lack of demand, and provides case studies from Africa, Asia, and Latin America to demonstrate successful integration strategies, including mutual recognition agreements and participatory guarantee systems.

The document argues that the Loss and Damage Fund must be designed with transparency and inclusivity to be perceived as just by both donors and recipients. It emphasizes the need for flexible funding mechanisms, such as grants and programmatic approaches, to address underfunded areas like mental health services and ecosystem restoration. The brief highlights four critical trade-offs in the fund's setup: scope versus coordination, participatory versus delegated governance, inclusive versus rapid decision-making, and accessibility versus strict oversight. It recommends diversifying funding sources beyond public money to include philanthropic and private sectors, and suggests adopting multi-level governance structures to ensure funds reach the most marginalized local communities.

The document argues that the Loss and Damage Fund must be managed equitably and transparently to effectively support vulnerable countries. It recommends a participatory governance structure, flexible funding windows—including small grants for local NGOs—and a preference for grants over loans to avoid increasing debt. The brief highlights four central trade-offs: scope versus coordination, participatory versus decentralized governance, inclusive versus rapid decision-making, and accessibility versus rigorous control.

The document argues that the Loss and Damage Fund must be fair, transparent, and inclusive to effectively support vulnerable countries. It recommends a broad scope based on recipient-led needs assessments, participatory governance involving civil society, and the use of grants over loans. The authors highlight four critical trade-offs: scope versus coordination, participatory versus devolved governance, inclusive versus rapid decision-making, and accessibility versus oversight.

The report outlines recommendations for operationalizing the Loss and Damage (L&D) fund established at COP27, focusing on the perspectives of vulnerable countries and beneficiaries. Based on focus groups with representatives from Africa, Asia, Latin America, and Small Island Developing States (SIDS), the document identifies on-the-ground needs, financial access bottlenecks, and necessary design features to ensure the fund is fair, inclusive, and effective for those in the Global South.

The author contends that Africa can leverage the transition to a circular garment industry to drive economic growth and industrial upgrading. Key opportunities include producing sustainable cotton and alternative fibres, greening manufacturing processes to gain a competitive advantage, and repurposing the high volume of second-hand clothing imports into new products and recycled yarns. The author emphasizes that without a proactive industrial policy or circular economy roadmap, African nations risk missing these opportunities and failing to meet Sustainable Development Goals 9 and 12, particularly as the European Union introduces stricter eco-design regulations.

The report finds that while there is a growing shift toward electric arc furnace (EAF) steelmaking, the transition is too slow to meet IEA Net Zero by 2050 targets. Asia, particularly India and China, remains the hub for new coal-based blast furnace-basic oxygen furnace (BF-BOF) capacity. This continued investment in carbon-intensive technology, alongside persistent global overcapacity, creates a significant stranded asset risk estimated up to US$ 554 billion.

The policy brief identifies three primary drivers of food insecurity in Africa: limits to agricultural land, limits to agricultural productivity, and climate change effects. It highlights a steady decline in arable land per capita from 0.31 in 1990 to 0.2 in 2020, alongside severe productivity gaps where African farmers use only 8kg of fertiliser per hectare compared to 140kg in Asia and Latin America. The document calls on the G20 to provide financial and technical support for soil mapping, small-scale irrigation, the Africa Fertilizer Financing Mechanism, and the commercialisation of quality seeds to help the continent meet UN Sustainable Development Goals and AU Agenda 2063 targets.