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The Russian coal sector is facing a period of decline driven by Western sanctions, rising transport costs, and a shifting global market. While the sector initially buffered the impact of sanctions through peak prices in 2022–2023, 2024 has seen a significant drop in export profitability, with 50% of producers reporting losses in Q1. The report outlines three futures: a 'Developing Coal Sector' following a peace agreement, a 'Shift to the East' as a continuation of the current status quo, and a 'Declining Coal Sector' resulting from expanded conflict and further isolation. Regional impacts vary significantly, with Yakutia emerging as a growth center due to its proximity to Asia, while traditional Siberian hubs like Kuzbass and Khakassia face economic instability and social risk.

The report argues that the initial impact of the G7 and EU oil price caps has faded as Russia redirected exports to China, India, and Turkey and developed a 'shadow fleet' of tankers to circumvent sanctions. While Russia's nominal GDP grew by 3.6% in 2023, the economy shows signs of overheating with labor shortages and skyrocketing military spending. The authors recommend closing the 'refining loophole,' gradually lowering the crude oil price cap to $30 per barrel, and using U.S. secondary sanctions to pressure third-country intermediaries.

The guide identifies key barriers to Just Transitions—including institutional capacity gaps, structural labour market vulnerabilities, and limited financing—and offers a strategic roadmap for policymakers. It argues that Just Transitions must move beyond a narrow focus on the energy sector to become a holistic, cross-ministerial strategy integrated into national development plans. Key recommendations include adopting needs-based capacity building, establishing robust social protection systems, and shifting international climate finance toward a more participatory, social-justice-oriented model.

The report analyzes the current state of transatlantic industrial decarbonization policies, identifying a significant divergence between the EU's regulatory-led approach and the US's subsidy-driven model. It argues that while high-level negotiations on carbon pricing (such as GASSA) have stalled, there is substantial opportunity for cooperation through 'softer' market functions, including R&D, green public procurement, and the harmonization of technical standards. The document provides a detailed SWOT analysis of various policy instruments and technology-specific areas, recommending the creation of dedicated dialogue platforms and innovation hubs to foster a globally interoperable clean economy.

The report argues that while US and EU cooperation on carbon pricing and tariffs (such as GASSA and CBAM) has stalled due to diverging political visions, a 'softer' path to alignment is possible. This approach prioritizes cooperation on 'carrots' like R&D and green public procurement, and 'sticks' like the harmonization of carbon standards. The study recommends expanding collaboration beyond hydrogen and carbon capture to include circular economy practices and industrial electrification, utilizing platforms like the Trade and Technology Council (TTC) to avoid duplication and establish common technology standards.

The Russian economy is undergoing a fundamental shift characterized by a surge in military spending, the loss of European energy markets, and a growing dependency on China and India. While short-term stability is maintained through state control and the '3P factor' (Power, Passiveness, Propaganda), long-term prospects are marred by severe capital asset depreciation, a shrinking and aging population, and a lack of incentive for green transition or sustainability.

The 2024 Electrification Data Methodology describes how Ember calculates the energy and emissions impacts of electric vehicles (EVs) and residential heat pumps. The methodology focuses on operational energy use, calculating the 'displaced' primary fossil fuel consumption and CO2 emissions by comparing the energy required for electrification technologies against the fossil fuel alternatives they replace. For transport, the model accounts for vehicle stocks, mileage decay, and charging losses. For residential heating, it utilizes final energy consumption data, boiler efficiency factors, and seasonal coefficients of performance (SCOP). The analysis covers the European Union and the United Kingdom, utilizing data from sources such as Eurostat, the IEA, and the UK Department for Transport.

In 2023, renewables reached a record 30% of global electricity generation, driven by solar and wind. Despite this, global power sector emissions rose by 1% to a record 14,153 million tonnes of CO2, as severe droughts caused a five-year low in hydropower, forcing a reliance on coal in countries like China and India. Solar was the fastest-growing source for the 19th consecutive year, while OECD countries continued to see falling emissions. Ember forecasts that 2023 marked the peak of power sector emissions, with a decline expected in 2024 as clean generation growth is projected to outpace electricity demand.

The 2024 Forest Declaration Assessment finds that the world is largely off track to meet its 2030 forest goals. In 2023, 6.37 million hectares of forest were permanently lost, exceeding the target required to eliminate deforestation by 45 percent. Tropical deforestation remains high, particularly in Asia, while primary forest loss is 38 percent higher than necessary to be on track. Forest degradation is widespread, with 62.6 million hectares losing ecological integrity in 2022. The report also highlights an escalation in forest fire frequency and intensity, with 138 million hectares of tree cover burned between 2001 and 2023. Restoration efforts are hindered by a lack of transparent monitoring, though tropical forest regrowth increased significantly after 2015. Biodiversity in forests is also under threat, with tree cover loss in forested Key Biodiversity Areas (KBAs) spiking by 10 percent in 2023.

The 2024 Forest Declaration Assessment finds that the world is off track to meet 2030 goals to stop and reverse deforestation and degradation. In 2023, 6.37 million hectares of forest were permanently lost, with tropical humid primary forest loss 38% higher than required to be on track. Key drivers include unsustainable production of agricultural commodities and extractive industries, often fueled by demand from industrialized nations like China and the EU. While some progress is noted in forest governance and the expansion of protected areas, significant gaps remain in funding for Indigenous peoples and local communities. The report argues for a radical shift from exploitative consumption models toward circularity and rights-based governance to safeguard critical ecosystems.

The 2024 Forest Declaration Assessment finds that the world is far from meeting its 2030 goals to stop and reverse deforestation and degradation. In 2023, 6.37 million hectares of forest were permanently lost globally, with tropical regions in Africa and Asia failing to meet their targets. Primary forest loss remains alarmingly high, and forest degradation affects an area ten times larger than that of permanent deforestation. The report identifies unsustainable production and consumption—particularly of agricultural commodities, fossil fuels, and minerals—as primary drivers. While some progress is noted in countries like Brazil and Indonesia, and through new EU regulations like the EUDR, the report highlights a massive gap between 'green' and 'grey' financing, with trillions in harmful subsidies continuing to drive ecosystem loss. It emphasizes the critical role of Indigenous peoples and local communities, who face significant violence and limited direct access to funding despite their role as forest guardians.

The 2024 assessment finds that global goals to end deforestation and forest degradation by 2030 remain out of reach, with 6.37 million hectares of forest permanently lost in 2023. While some progress is noted in countries like Brazil and Indonesia, global pressures from unsustainable production—particularly agriculture and mining—persist. The report highlights a critical gap between 'green' and 'grey' financing, noting that environmentally harmful subsidies far outweigh investments in forest protection. It also emphasizes the ongoing struggle for indigenous land rights and the increasing threat of human-induced forest fires. The document recommends a radical shift in consumption patterns, the reallocation of harmful subsidies, and the implementation of rights-based governance to protect global forest ecosystems.

The 2024 Forest Declaration Assessment finds that the world is far from meeting its 2030 goals to stop deforestation and degradation. In 2023, 6.37 million hectares of forest were permanently lost, with tropical Asia and Africa seeing significant increases. The report highlights that unsustainable production of agricultural commodities and minerals remains the primary driver of loss, often impacting Indigenous Peoples and local communities. While some progress is noted in Brazil and Indonesia, and through new EU regulations like the EUDR, global efforts are hampered by a massive gap between 'green' and 'grey' financing, with trillions in harmful subsidies continuing to incentivize forest destruction.

The 2024 Forest Declaration Assessment finds that the world is off track to meet 2030 forest goals, with 6.37 million hectares of forest permanently lost in 2023. Deforestation is primarily driven by commodity production, including agriculture and mining, with significant demand from industrialized nations like China, the EU, and the U.S. While some progress has been made in forest law enforcement and the establishment of protected areas, the report highlights a massive gap between 'green' and 'gray' finance, noting that environmentally harmful subsidies reach USD 2.6 trillion annually. The assessment emphasizes the critical need for rights-based governance and direct funding for Indigenous Peoples and local communities to ensure sustainable forest management.

The report identifies a global shift toward embedding social justice in climate action and the rise of green macroeconomic policies like the US Inflation Reduction Act and the EU Green Deal. While renewable energy capacity and electric vehicle sales are hitting records, the transition faces significant hurdles, including a 'gold rush' for critical minerals often lacking governance, inadequate private sector investment in nature, and a trust deficit between citizens and institutions. The document argues for a new 'eco-social contract' based on participatory governance and a fundamental reform of the multilateral financial system to support low- and middle-income countries.

The document outlines the challenges facing the BSF sector in South Africa, highlighting the failure of pioneers like AgriProtein and Inseco. It argues against the 'dual thesis' of being both a waste processor and a feed manufacturer, warns against competing as a low-margin protein commodity, and emphasizes the need for feedstock control, energy resilience (specifically solar PV), and early regulatory compliance to avoid stranded assets.

The report identifies four primary investment opportunities for electric vehicles (EVs) in South Africa: electric micro-mobility for last-mile delivery, electrification of public transportation, electrification of freight and logistics, and local manufacturing of private passenger vehicles. While high capital expenditure (CAPEX) and energy security concerns related to loadshedding remain significant barriers, rising fuel prices are improving the operational business case for fleet electrification. The South African government is supporting the transition through the December 2023 Electric Vehicle White Paper and a planned investment allowance starting March 1, 2026, to encourage local production, with the first battery EVs expected by 2026.

The document outlines the potential for Black Soldier Fly (BSF) agriculture to transition South Africa from a linear to a circular economy by converting organic waste into high-value protein meal, oil, and frass. While the sector faces scaling challenges and investor caution—highlighted by the closure of Inseco in 2024—there are significant opportunities in waste management, pet food, and regenerative agriculture. The brief recommends regulatory reforms to accelerate feed and fertilizer registration and the development of industry standards for substrates.

The report outlines a total potential market size of R468 billion by 2030 for large-scale renewable energy in South Africa, split between private procurement (R214 billion), public procurement (R212 billion), and local component manufacturing (R42 billion). Private procurement is growing rapidly due to the removal of generation licensing requirements and the demand for energy security amidst loadshedding. Public procurement is driven by the REIPPPP and municipal tenders, though it faces policy uncertainty and municipal financial strain. Local manufacturing is supported by the South African Renewable Energy Masterplan (SAREM) and trade agreements, but is hindered by low cost imports and grid constraints. Key systemic barriers include severe grid capacity constraints in high-yield areas and a critical shortage of technical skills for installation and commissioning.

The 2024 Sustainable Agriculture Market Intelligence Report highlights key investment opportunities for the South African agricultural sector to mitigate risks from loadshedding, climate change, and international trade policies. Primary opportunities include solar PV and solar thermal applications, the electrification of machinery (such as electric tractors), and smart farming tools like remote sensing and AI diagnostics. The report emphasizes the Western Cape's role as a green economy hub and provides a comprehensive overview of the climate finance landscape and regulatory frameworks, including the EU's Carbon Border Adjustment Mechanism (CBAM), which may influence future agricultural exports.