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The EU's Carbon Border Adjustment Mechanism (CBAM) transitioned from a reporting-only phase to a definitive period on January 1, 2026, introducing financial liabilities for importers of iron, steel, aluminum, cement, fertilizers, electricity, and hydrogen. Exporters must now provide verified actual emissions data to avoid high default values, which include annual markups of +10% in 2026, +20% in 2027, and +30% from 2028 onward. Financial liability is calculated based on embedded emissions, adjusted by a Free Allocation Adjustment (FAA) that phases out by 2034, and monetized through CBAM certificates linked to EU ETS prices. The guide emphasizes that verified actual emissions and documentation of carbon prices paid in the country of origin are critical for maintaining competitiveness and reducing costs.

The report analyzes the transition from traditional input subsidies to sustainable public support for agriculture in sub-Saharan Africa. It argues that while inorganic fertilizer subsidies provide short-term yield gains, they often lead to soil degradation, fiscal strain, and inequitable access. Through case studies in Kenya, Malawi, and Zambia, the document demonstrates that integrating soil health management, utilizing digital eVoucher systems for better targeting, and aligning subsidies with broader land tenure and market reforms are essential for long-term food system resilience.

The report argues that many planned coal plants in low- and middle-income countries (LMICs) are candidates for reconsideration due to declining costs of solar and battery storage, evolving grid needs, and the risk of long-term financial lock-in. It introduces a five-indicator framework—fuel source, initiation date, sunk costs, designed grid role, and evolution of grid needs—to prioritize plants for reevaluation. RMI's analysis suggests that solar paired with battery energy storage systems (BESS) is increasingly cost-competitive with new ultra-supercritical coal, potentially offering a more affordable and flexible alternative for modernizing grids.

The report presents a business case for transitioning to an electrified economy, asserting that electricity is becoming the foundation for global economic growth. It highlights that electrification is the most efficient route to decarbonization, capable of displacing approximately 60% of global fossil fuel use. The document outlines the benefits of electrification in terms of cost predictability, energy security, and public health, while identifying significant barriers such as distorted market incentives and a global skills gap. It proposes ten policy principles for governments to unlock business investment and introduces the 'Electric Advantage' program to coordinate business leadership in modernizing policy and scaling deployment.

The paper assesses climate finance provided by 14 non-Annex II countries, finding they contributed $102.38 billion between 2013 and 2023. While China is the largest contributor, other nations show a strong preference for adaptation. The study emphasizes the need to standardize this voluntary data to support the Baku to Belém (B2B) Roadmap and a multipolar financial system.

The document examines how India is managing an energy price shock resulting from conflict in Iran. To control inflation, the Indian government has absorbed costs by cutting fuel excise duties and increasing fertilizer subsidies, costing an estimated 590 billion Indian rupees between March and May 2026. The brief warns that continued shock absorption may drain budgets for grid modernization and renewable energy, while passing costs to the public would disproportionately harm low-income households through indirect inflationary effects on food and transport.

The report concludes that Egypt is unlikely to meet its Vision 2030 growth targets on its current path, with projected average growth of 4.7% by 2043 compared to a 12% target. It identifies structural challenges including fiscal instability, high inflation, and a lack of job creation. To address these, the author recommends targeted interventions in health, education, agriculture, manufacturing, and infrastructure, specifically highlighting the completion of the El Dabaa Nuclear Power Plant to add 4.8GW of capacity and the use of diaspora bonds to attract capital.

The report argues that while Ghana has achieved middle-income status, its economic growth has not translated into broad development dividends due to persistent debt, corruption, and an untransformed agrarian structure. It outlines a path to increase GDP to US$365 billion by 2043 through aggressive export-led manufacturing, governance reforms, and targeted investments in health, education, and climate-smart agriculture. Key recommendations include phasing out fossil fuels in favour of solar and hydro energy, addressing energy sector debt, and implementing constitutional reforms to ensure legislative independence.

In 2025, global coal capacity additions reached 97.4 GW, the second-highest on record, primarily driven by China and India, even as global coal-fired electricity generation declined by 0.6%. The report highlights a decoupling where coal is increasingly used as system insurance rather than primary generation, as wind and solar displace coal. While China and India dominate new development, coal activity elsewhere is shrinking and becoming more isolated. However, net capacity outside China rose by 5 GW due to a slowdown in retirements and rebounds in India.

The report finds that the global iron and steel industry is facing a 'lock-in' crisis due to continued investment in coal-based blast furnace capacity, particularly in India and China. While electric arc furnace (EAF) capacity is increasing, green hydrogen-based direct reduced iron (DRI) remains a critical bottleneck, with only 2% of operating DRI capacity using green hydrogen. India is currently the primary driver of global steelmaking development, accounting for 42% of developing capacity, much of which is coal-based. China maintains the largest operating capacity, but 94% of its blast furnace capacity lacks a retirement plan. The report warns that relining existing blast furnaces locks in emissions for 15–20 years, threatening global climate goals as the sector accounts for 11% of global CO2 emissions.

Africa's population is projected to grow from 1.552 billion in 2025 to 3.850 billion by 2100, representing 39% of the global population. This growth is driven by high total fertility rates and population momentum, which could position Africa as the world's largest potential labour force by 2040 if supported by education and health investments. Significant disparities persist in life expectancy and fertility rates across the continent, with some nations already below replacement levels while others remain very high.

The document argues that current annual matching for scope 2 emissions often overestimates renewable electricity use and fails to incentivise the deployment of new renewables. It proposes 'hourly matching' (or 24/7 reporting), where electricity consumption is matched with renewable generation in the same hour. While 100% hourly matching can be costly, the briefing suggests that targeting a range of 80-90% can maintain emission reduction benefits while reducing costs. The document notes that hourly matching is becoming more viable, with 45 operational projects across five continents and tariffs available for 73% of global electricity demand. It advocates for a phased implementation strategy to allow for necessary data and grid infrastructure upgrades.

The report analyzes the use of local content requirements (LCRs) in EU public procurement, which accounts for approximately 15% of GDP and 11% of greenhouse gas emissions. It argues that while LCRs can create lead markets for low-carbon products in sectors like steel and cement, they risk increasing costs and trade tensions if not paired with ambitious environmental standards. The document evaluates LCR applications in India, Canada, and China to provide recommendations for the Industrial Accelerator Act and the future EU Public Procurement Act.

The paper examines the role of technological leapfrogging in transitioning Africa's large informal economy into the formal sector. It highlights that in 2024, the informal sector accounted for 58% of the labour force and 27% of GDP, with projections suggesting a decline to 50% of the labour force and 24% of GDP by 2050. The author identifies digital ID systems as the critical first step for formalisation, noting that roughly half of the world's one billion people without official identification live in Africa. The document asserts that digitisation—including biometric IDs, mobile payment solutions, and PAYG models—can expand the tax base and improve access to credit and social protections without imposing heavy compliance costs on small-scale operators.

The Asia-Pacific region is experiencing rapid renewable energy growth and rising electricity demand, which increases grid variability. Simultaneously, escalating climate extremes—such as heatwaves, droughts, and floods—create operational disruptions. The report argues that traditional reactive repairs and infrastructure hardening are insufficient, advocating for 'systemic adaptation' that accounts for cross-sector interdependencies. AI is presented as a critical tool to scale this adaptation by fusing fragmented datasets, orchestrating siloed analytical models, and augmenting decision-making under complexity.

The study finds that anthropogenic climate change approximately tripled the probability of the April 2026 heatwave in northwestern India and Pakistan, making it about 1°C hotter than it would have been in a preindustrial climate. Analysis indicates that extreme heat is occurring earlier in the season, with the likelihood and intensity of April events increasing more rapidly than those in May. This trend extends the period of dangerous heat exposure for hundreds of millions of people, compounding risks to health, agriculture, and the economy. The report also highlights systemic vulnerabilities, noting that heatwaves are not officially declared disasters in India and Pakistan, which limits access to relief funding.

The US-Israel invasion of Iran in February 2026 has accelerated the global transition to clean energy as 23 countries announced new measures to reduce fossil fuel vulnerability. Clean energy ETFs have outperformed oil and gas ETFs in early May 2026, with renewable energy funds attracting over USD 3 billion in April 2026. Investor sentiment is shifting, with a rise in those ranking renewables top for one-year returns (14% vs 9% in 2025) and a decline in the perceived necessity of natural gas for the transition, particularly in Asia. While the cost of capital remains significantly higher in emerging markets (12.95%) compared to Europe (5.02%), geopolitical instability is prompting a reassessment of risk premiums in favor of domestic renewables.

The Changing Markets Foundation argues that the EU's Vision 2040 for Fisheries and Aquaculture must address the structural unsustainability of carnivorous aquaculture. The organization highlights how the reliance on fishmeal and fish oil (FMFO) derived from wild fisheries increases pressure on marine ecosystems and undermines food security in regions such as West Africa, India, Vietnam, Peru, and Senegal. It advocates for a policy shift that prioritizes Low Trophic Aquaculture (LTA)—such as seaweed and bivalve farming—over carnivorous finfish production, while calling for the phasing out of marine ingredients in feed and improved transparency regarding total wild fish inputs in supply chains.

The document outlines the disclosure process for the 'Direct Financing Loans by SIDBI to the Textile Sector' sub-project pool, part of the broader FP241 programme to finance mitigation and adaptation projects in Indian MSMEs. It specifies that the sub-project pool is classified as Category B and details the disclosure of the Environmental and Social Impact Assessment (ESIA) and Environmental and Social Management Plan (ESMP) in English and Hindi on April 30, 2026, to comply with Green Climate Fund (GCF) policies.

The report argues that the expanded BRICS bloc is not a coherent actor but a collection of competing interests, where fossil-industrial interests often conflict with climate rhetoric. It categorizes members into five functional actor groups and proposes a five-axis 'Climate and Energy Compass' and a focus on climate finance reform to facilitate a just and sovereign energy transition.