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The US electric grid faces severe supply chain constraints, with lead times for large power transformers reaching up to four years and prices for power line cables doubling since 2019. Domestic production is insufficient, meeting only 20% of demand for large power transformers in 2025. To address this, the document proposes a three-pronged federal strategy: easing near-term bottlenecks through allied partnerships and production ramps; expanding domestic capacity via manufacturing tax credits and low-cost scaling capital; and promoting innovation in next-generation grid hardware. It also highlights subnational opportunities for states to attract investment through tailored workforce training and industrial clustering.

Six climate and clean energy organizations are calling on Prime Minister Mark Carney to resolve the Alberta-federal Memorandum of Understanding (MOU) on energy and climate policies. The letter emphasizes that the failure to meet the April 1 deadline is stalling industrial investment and hindering Canada's transition to a low-carbon economy. The organizations identify three critical unresolved areas: the need for a minimum effective TIER credit price of $130 by 2030, the removal of barriers to wind and solar deployment to meet rising electricity demand, and the implementation of methane regulations that are equivalent to federal standards.

The report finds a significant gap in methane action within the dairy and coffee sectors, with only three companies setting 2030 reduction targets and 15 failing to disclose emissions for 2024 or 2025. While members of the Dairy Methane Action Alliance (DMAA) generally outperform non-members, performance varies widely, and dairy co-operatives are noted as lagging. Danone is highlighted as a leader, having achieved a 29.8% reduction in methane emissions from fresh milk and dairy products by 2025. The report also notes that major global supermarkets are currently failing to disclose methane emissions or set targets, and warns that upcoming EU regulations like the CSRD and CSDDD will make such disclosures a legal obligation.

The report argues that the TotalEnergies-EPH joint venture (TTEP) locks Europe into fossil gas dependency, increases energy bill volatility through LNG imports, and relies on public subsidies that should be redirected toward clean energy. It highlights that the venture's 12.5 GW gas capacity will produce emissions comparable to entire countries like Ireland or Denmark over five years, while challenging the companies' claims that such assets are necessary for grid flexibility.

The report identifies a recurring 'implementation gap' where adaptation policies increasingly use the language of systemic risk—interconnected hazards, cascading impacts, and deep uncertainty—but continue to operate through hazard- and sector-based routines. Through comparative analysis of the EU, ASEAN, and the US, it finds that mandates, funding, and monitoring systems remain fragmented, often ignoring policy trade-offs and distributional inequities. It concludes by proposing a framework based on systemic risk framing, policy interlinkages, and deep uncertainty management to help decision-makers stress-test investments and avoid maladaptation.

The author contends that raising interest rates to curb inflation caused by the war on Iran would disproportionately hinder renewable energy investments compared to fossil fuels, thereby prolonging Europe's energy vulnerability. To maintain price stability and support the energy transition, the document proposes that the ECB introduce 'Green TLTROs'—Targeted Longer Term Refinancing Operations—to provide lower interest rates for lending dedicated to renewable deployment, electrification, and grid upgrades.

A coalition of environmental, health, and labor organizations argues that the American Trucking Associations' (ATA) push to weaken EPA heavy-duty NOx standards would harm public health, burden truck drivers, and hinder US market competitiveness. The authors assert that manufacturers are prepared for the 2027 benchmarks and that the transition to cleaner technology is essential to reduce the disproportionate pollution caused by heavy-duty vehicles.

The Clean Air Task Force disputes industry claims, specifically a Wood MacKenzie study commissioned by the IOGP, that the EU Methane Regulation will disrupt oil and gas supplies. The author asserts that the regulation focuses on measurement, reporting, and verification (MRV) rather than import bans or strict molecule tracing. The document argues that producers are unlikely to abandon the European market due to strong commercial incentives and the low cost of methane abatement. Furthermore, it claims that the regulation's phased timeline allows for market adjustment and that increased transparency can actually enhance energy security by reducing wasteful gas losses.

The document argues that food insecurity in South Africa is a result of policy and market failures, specifically citing the casualisation of agricultural labour and the failure of land redistribution models. It advocates for a Universal Basic Income Grant (UBIG), the adoption of agroecological farming to improve resilience and yields, and the removal of legal and practical barriers to women's land access. The authors suggest that the state must move beyond market-led food security and implement active industrial policy, land reform, and a dedicated food affordability framework.

The document analyzes gender gaps in education across Africa, noting that while parity has improved, sub-Saharan Africa continues to lag behind North Africa and other global regions. It highlights a widening gap as students progress to higher education levels, particularly in Central Africa, and forecasts that sub-Saharan Africa will not reach the 2019 global mean length of adult female education (8.4 years) until the second half of the 21st century without aggressive intervention.

The document explores the link between education and economic prosperity, noting that each additional year of schooling is associated with a nearly 0.6% increase in long-term GDP growth. It highlights the varying trajectories of development in Europe, the US, and Asia, citing South Korea as an example of rapid educational advancement. For Africa, the text identifies significant hurdles, including the 'brain drain' of skilled professionals to higher-income countries and systemic issues such as overcrowding and poor student retention.

RMI and OTS R&D conducted laboratory tests on residential split systems and packaged rooftop units to determine if reclaimed R-410A refrigerant, processed to AHRI 700 standards, performs differently than virgin refrigerant. The results showed no statistically significant differences in heating capacity, cooling capacity, or energy efficiency across all tested operating conditions. The report argues that scaling refrigerant recovery and reclamation is essential to bridge the structural gap between declining HFC production under the AIM Act and the ongoing servicing demand for existing equipment, particularly for R-410A, which served approximately 85% of US residential and 92% of light commercial cooling systems in 2022.

The document describes El Niño as a natural climate phenomenon characterized by warmer-than-average sea surface temperatures in the equatorial Pacific. It argues that climate change is increasing the frequency and severity of extreme El Niño events, particularly Central-Pacific (CP) events, and complicating their prediction. For 2026, there is a 61% chance of an El Niño emerging between May and July, with some models suggesting it could be the strongest in 140 years. The briefing details global teleconnections, noting that El Niño typically causes droughts in southern Africa, Australia, and India, while increasing flood risks in East Africa and the Americas. These shifts significantly impact global agriculture, reducing yields for maize, rice, and wheat while often increasing soybean yields. Regional analysis highlights specific risks, such as increased cholera in East Africa, hydropower reductions at Kariba Dam in Zambia and Zimbabwe, and the Amazon becoming a net carbon source during Eastern-Pacific (EP) events.

The document argues for a coordinated EU-level windfall profit mechanism to address extraordinary profits in the fossil fuel sector caused by geopolitical tensions. It proposes strengthening the previous Council Regulation (EU) 2022/1854 to increase the share of captured profits and expand the scope to include international companies operating in the EU market.

The report analyzes the 'twin fossil shocks' of the 2020s—the 2022 Russian invasion of Ukraine and the 2026 shutdown of the Strait of Hormuz—comparing them to the 1970s oil crises. It contends that unlike the 1970s, today's energy transition is driven by 'electrotech' (solar, wind, batteries, and EVs) that is cheaper, faster to deploy, and more secure than fossil fuels. The authors suggest these shocks will accelerate the absolute peak of fossil fuel demand, particularly by pushing LNG out of power generation and oil out of road transport, especially in Asia. The document concludes with policy recommendations to prioritize electrification and remove fossil fuel subsidies to end fuel dependency.

After a record year in 2024, the U.S. EV market experienced a 4% sales decline in 2025, driven by the expiration of federal tax credits and a volatile regulatory environment. While charging infrastructure continues to grow through private investment, nearly $20 billion in manufacturing projects have been canceled, particularly in the Midwest and South. Major automakers are shifting strategies toward hybrids and affordable models to mitigate losses, while workers face increased layoffs and production pauses. Despite these setbacks, long-term forecasts from BloombergNEF and the IEA suggest continued, albeit slower, EV adoption through 2030.

The document demonstrates how banks can move beyond high-level corporate ambition assessments by using bottom-up, asset-level data to project emissions trajectories. Using ArcelorMittal as a case study, it shows that comparing these projections against company targets and global/regional transition pathways reveals 'execution gaps' and exposure to transition risks. This 'transition intelligence' allows sustainability, risk, and front-office teams to identify specific technology lock-in risks and structure tailored transition-finance products.

The authors argue that Europe risks missing a strategic window to lead in geothermal energy due to insufficient political support and financial risks. They claim next-generation geothermal systems could generate 301 TWh of electricity annually in the EU, roughly 42% of current coal- and gas-fired generation. To unlock this, the letter calls for a dedicated EU geothermal de-risking facility for drilling, long-term revenue frameworks like two-way CfDs, streamlined permitting, and the creation of a European Geothermal Industry Alliance.

The report analyzes the role of renewable energy in shielding Britain from a fossil fuel crisis in March 2026. It finds that new wind and solar capacity reduced gas-fired power generation by 39% compared to 2021, avoiding approximately £7 million in daily gas purchases during the first four weeks of the crisis.

The policy brief examines the proposed €100 billion Industrial Decarbonisation Bank (IDB) and argues that to avoid the bottlenecks seen in previous schemes like the Innovation Fund, the IDB must coordinate funding for shared infrastructure, use carbon contracts for difference (CCfDs), and strengthen demand signals for low-carbon products.