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Global Electricity Insights
The global electricity sector has transitioned from fossil-fuelled growth to clean growth, with clean power meeting all global demand growth in 2025. This shift is driven largely by the plateauing of fossil generation in China and the rapid scale-up of solar and wind power. Battery storage is now emerging as a critical technology to displace fossil fuels during non-daylight hours, particularly in high-solar regions.
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Document type: Report
Electricity demand and supply trends
This report by Ember analyzes global electricity demand and supply trends in 2025 and over the preceding two decades. It details the growth of low-carbon sources, specifically solar and wind, and the relative decline of fossil fuels, while noting the impact of weather and policy on national energy mixes.
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Document type: Report
Renegotiation of Australia’s Bilateral Investment Treaties
The International Institute for Sustainable Development (IISD) submitted recommendations to Australia's Department of Foreign Affairs and Trade regarding the renegotiation of older-generation bilateral investment treaties (BITs). The IISD advocates for terminating outdated treaties and replacing them with a new generation of frameworks that prioritize sustainable development, climate action, and national regulatory autonomy over blanket investor protections.
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Document type: Statement
Renegotiation of Australia’s Bilateral Investment Treaties
The International Institute for Sustainable Development (IISD) submitted recommendations to the Australian government regarding the renegotiation of older-generation bilateral investment treaties (BITs). The IISD argues that these treaties prioritize investor protection and investor-state dispute settlement (ISDS) over public policy and urges a shift toward treaties that facilitate sustainable investment and climate action.
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Document type: Report
Hot stuff: geothermal energy in Europe
This report by Ember analyzes the evolving potential of geothermal electricity in Europe, highlighting how technological advances in drilling and reservoir engineering are making geothermal a cost-competitive, firm, low-carbon alternative to fossil fuels. It emphasizes that while Europe pioneered many of these technologies, it now risks losing its leadership to the US and Canada due to a lack of coordinated EU-level policy and investment frameworks.
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Document type: Report
copy-for-spanish-icj-ao_litigation-notes-digest_feb2026-2.0-fc3f7f8fe10f06a5.pdf
This guide, published by the Center for International Environmental Law (CIEL) in February 2026, provides structured 'Litigation Notes' to help lawyers integrate the findings of the International Court of Justice's (ICJ) July 23, 2025, Advisory Opinion (AO) on State obligations regarding climate change into current and future legal cases. The document breaks down the ICJ's conclusions into thematic areas, including government framework litigation, adaptation, remedies and reparations, the right to a healthy environment, corporate conduct, climate finance, speculative interventions, and regulatory backsliding. It aims to translate the ICJ's normative clarity into practical tools for promoting climate justice across national, regional, and international courts.
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Document type: Guide
ICJ AO Litigation Notes Digest February 2026
This litigation note, published by the Center for International Environmental Law (CIEL) in February 2026, provides a guide for legal practitioners to integrate the International Court of Justice's (ICJ) July 23, 2025, advisory opinion (AO) on climate change into government framework litigation. It specifically focuses on 'Ambition Gap' and 'Implementation Gap' cases, detailing how the ICJ's findings on Nationally Determined Contributions (NDCs), due diligence, and human rights can be used to challenge insufficient government climate policies.
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Document type: Guide
2025 at a glance
In 2025, the European Union's power sector reached a tipping point as wind and solar generation surpassed fossil fuels for the first time, accounting for 30.1% of electricity. While solar generation hit record highs and coal reached a historic low, gas power saw a slight increase, though it remained below pre-crisis levels.
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Document type: Report
Highlights of the global energy transition in 2025
This end-of-year commentary by Ember synthesises key findings from 2025 regarding the global energy transition, highlighting how solar and wind power have begun to outpace global electricity demand growth and reshape energy dynamics through the rise of "electrotech" and battery storage.
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Document type: Report
Plugging heat in: smart policy can help electrify household heating in Europe
This report by Ember analyzes how electricity pricing structures in the European Union act as a barrier to the adoption of heat pumps. It argues that while heat pumps are significantly more efficient than gas boilers, high electricity prices—often inflated by policy-related levies—make them less cost-competitive. The report evaluates various policy interventions, such as removing levies or shifting them to gas, to lower the electricity-to-gas price ratio and accelerate the electrification of household heating to meet REPowerEU 2030 goals.
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Document type: Report
Money on the line: scaling electricity interconnection for Europe's energy future
This report by Ember assesses the current state and future requirements of Europe's electricity interconnection. It finds that the EU is not on track to meet its 2030 interconnection targets, with 80% of the power system expected to miss the goal. To reach an optimal grid by 2040, Europe needs to nearly double its interconnection capacity, adding 151 GW, which requires an estimated €150 billion in investment. The report identifies a €30 billion public funding gap in the proposed Connecting Europe Facility for Energy (CEF-E) budget for 2028-2034, suggesting that this gap must be filled by EU loans and private funding to ensure energy security and cost-effectiveness.
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Document type: Report
Global analysis
In the first half of 2025, global solar and wind generation grew sufficiently to exceed total electricity demand growth, resulting in renewables overtaking coal in the global electricity mix for the first time. While global power sector CO2 emissions fell marginally by 0.2%, results varied by region, with emissions decreasing in China and India but increasing in the US and EU.
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Document type: Report
Global Electricity Mid-Year Insights 2025
The report 'Global Electricity Mid-Year Insights 2025' by Ember analyzes global electricity generation from January to June 2025. It finds that solar and wind growth exceeded global demand growth, leading to renewables overtaking coal's share in the global electricity mix for the first time on record and causing power sector CO2 emissions to plateau.
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Document type: Report
Turning to the sun: Solar rise in Central Europe
This report by Ember analyzes the rapid growth of solar electricity generation in Central Europe (Czechia, Hungary, Poland, and Slovakia) from 2019 to 2024. It highlights how the region has outpaced the EU average in solar growth despite low political ambition and a historical reliance on coal, while also examining the region's role as a battery manufacturing hub and the current gaps in grid flexibility and storage deployment.
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Document type: Report
Europe Electricity Interconnection Data Tool Sources and methodology documentation
This document provides the sources and methodology for Ember's Europe Electricity Interconnection Data Tool. It details how the tool maps Bidding Zones to countries, calculates interconnection capacity (NTC), estimates import potential, and analyzes electricity flows and variable renewable energy (RES) penetration for 2024 and projected scenarios for 2030 and 2040.
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Document type: Guide
Grids for data centres: ambitious grid planning can win Europe’s AI race
This report by Ember analyses the critical role of electricity grid availability in determining the location and growth of data centres in Europe. It argues that grid congestion in traditional hubs is pushing investment toward the Nordics and Southern Europe, and recommends proactive grid planning, flexible connection agreements, and strategic siting to support the EU's AI ambitions.
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Document type: Report
Capacity development for locally led knowledge co-production
This research paper examines the capacities and skills required for the locally led design and implementation of knowledge co-production processes, specifically focusing on disaster risk and climate adaptation challenges. The analysis is based on lessons from real-world labs implemented under the Horizon Europe project, DIRECTED, in Denmark, Italy, Germany, and Austria/Hungary.
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Document type: Research paper
10th Three Seas Summit: From gas trap to clean power and connectivity
This briefing by Ember analyzes the energy security landscape of the Three Seas Initiative (3SI) ahead of its 10th annual summit in Warsaw. It argues that while 3SI countries have the infrastructure to fully eliminate Russian gas, there is a significant risk of creating 'stranded assets' through the overexpansion of LNG and pipeline capacity. The document advocates for a shift in focus toward a 2027 Russian gas phase-out, renewable energy deployment, and the creation of a 'Transmission Highway' to move clean power from coastlines to Central Europe.
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Document type: Briefing
Global Electricity Source Trends
The 2024 Global Electricity Source Trends report by Ember analyzes global electricity generation across solar, wind, hydro, nuclear, gas, and coal, highlighting record growth in solar and wind alongside fluctuating trends in fossil fuels and nuclear power.
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Document type: Report
The Big Picture
The report analyzes three mega-trends shaping the global electricity transition: the exponential growth of solar power and battery storage, structurally higher electricity demand driven by electrification and data centers, and the decoupling of electricity demand from fossil fuel growth in China and India.
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Document type: Report