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20 State Futures in the Global South
The report analyzes the evolution of state governance in the Global South, identifying a disconnect between political participation and institutional capacity. It employs a horizon scan across five domains and develops four scenarios—the Growth World, Sustainable World, Divided World, and World at War—to model potential governance trajectories. Key findings highlight the rise of hybrid governance, the destabilizing effect of extreme inequality, and the urgent need for anticipatory governance to manage systemic shocks like the global debt crisis and climate vulnerability.
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Document type: Report
Reconductoring: The Path of Least Resistance to Fixing the U.S. Energy Grid
The report advocates for reconductoring as a primary solution to the U.S. energy grid's capacity crisis, which currently stalls 2,500 GW of clean energy projects. By replacing traditional steel-core cables with advanced composite conductors, the grid can double its transfer capacity at less than half the cost of building new lines, with installation times of 18-36 months compared to 10-15 years for new construction. The document highlights the potential for $180 billion in system savings by 2050 and a 3-4% reduction in wholesale electricity costs. It details technical improvements, such as trapezoidal wires and carbon-fiber cores, and cites successful implementations in Texas, Nevada, California, and Minnesota, as well as international adoption in Europe and Asia. The report concludes by urging policymakers to support legislation like the High-Capacity Grid Act and the REWIRE Act to incentivize the adoption of these technologies.
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Document type: Report
Rising Investor-State Tax Arbitration Cases Threaten Fiscal Sovereignty: Here’s what the UN Convention on Tax can do
The paper examines the rising trend of tax-related ISDS cases and their threat to fiscal sovereignty, proposing that the UN Convention on Tax implement carve-out clauses and coordinated treaty reforms to ensure tax disputes are handled by tax specialists and state-to-state mechanisms rather than private investment tribunals.
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Document type: Research paper
Solar growth in South Asia has cut fuel imports for power but deeper reductions need electrification and regional grids
Solar growth in South Asia is reducing the power sector's exposure to global fossil fuel price shocks, though the pace varies by country. In Pakistan, rooftop solar generation grew from 7.7 TWh in 2022 to 36.6 TWh in 2025, saving an estimated USD 12 billion in LNG imports. In contrast, Bangladesh increased its reliance on coal, with generation rising from 7.87 TWh to 30.06 TWh between 2022 and 2025. While the power sector is diversifying, the region remains highly dependent on imported oil and gas for transport and industry. The report suggests that electrifying these end-uses and expanding regional electricity trade—with India as a hub—are essential to further cutting import costs and improving energy security.
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Document type: Report
The energy security fallout: from fossil fuel fragility to electric independence
The report highlights the systemic risks of fossil fuel dependency, noting that three-quarters of the global population live in importing countries that spent $1.7 trillion on imports in 2024. It argues that the current crisis in the Middle East, particularly the closure of the Strait of Hormuz, serves as a catalyst for Asia to transition to electric technologies. The document asserts that scaling EVs, solar, wind, and heat pumps could reduce fossil fuel import bills by approximately 70%, with EVs already displacing 1.7 million barrels of oil per day in 2025.
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Document type: Report
CEO Note: Unleashing the potential of animal-free protein
The author asserts that plant-based and animal-free proteins are more efficient at avoiding carbon pollution than clean energy or electric cars because they require approximately one-tenth of the land, water, and energy of traditional livestock. While the industry has faced scaling obstacles due to inconsistent product quality and meat industry opposition, the author identifies 'balanced protein' (blends of plants/fungi and meat) as the most effective near-term growth strategy to reach meat-eating majorities. Mighty Earth is currently campaigning in Europe, the United States, and South America to push supermarkets to end discriminatory pricing and product placement policies that hinder the adoption of animal-free proteins.
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Document type: Statement
Book and Claim Framework for the Iron and Steel Sector
The RMI framework establishes rules for the issuance, transfer, and retirement of Book-and-Claim Units (BCUs) for low-emissions iron and steel. It introduces a dual functional-unit system (iron and crude steel) with eligibility thresholds anchored to ResponsibleSteel's Decarbonization Progress Level 3 (DPL3). To prevent fossil lock-in, the framework mandates route-specific criteria, including a 2035/2040 phase-out for BF-BOF eligibility and strict 90% capture rates for CCS/CCUS. It defines rigorous accounting methods—direct and enhanced substitution—to prevent over-claiming and double counting, while prohibiting on-product claims to maintain the incentive for physical green steel procurement.
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Document type: Report
Tackling variable renewables: the role of artificial intelligence
The document examines the role of artificial intelligence (AI) in overcoming the technical challenges of integrating variable renewable energy (VRE) in Southeast Asia. It highlights five commercially proven AI applications: improving forecast accuracy to reduce reserve needs, enabling predictive maintenance to extend asset life, optimising dispatch to lower balancing costs, providing real-time control for grid security, and supporting dynamic line rating (DLR) to increase transmission capacity. The report provides global case studies—including examples from Google DeepMind, Siemens, and various utilities in the US, UK, and Belgium—to demonstrate how AI can reduce operational costs, curtailment, and carbon footprints while enhancing the reliability of power grids facing high VRE penetration.
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Document type: Report
Flood-Prone Tamil Nadu, India Builds Climate-Resilient Villages
WRI India and the Tamil Nadu government developed a Climate Resilient Village model to address vulnerabilities such as extreme heat, droughts, cyclones, and flooding. The program was scaled across 11 districts, benefiting nearly 2.7 million people through a combination of infrastructure improvements, renewable energy, and waste management. Key interventions included solar panel installations, canal restoration, and the creation of jobs in recycling for marginalized groups. The Tamil Nadu government has since integrated these solutions into its broader state climate and restoration strategies.
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Document type: Case study
The Agricultural Methane Gap: Recommendations for the Global Stocktake
The briefing identifies a significant gap in global efforts to reduce agricultural methane, noting that only 4% of NDCs include specific targets for the sector. It argues that current policies rely too heavily on technical 'end of pipe' solutions like biogas and feed additives, while failing to address systemic issues such as overconsumption of animal protein and the need for dietary shifts. The document highlights 'agricultural exceptionalism' as a barrier in high-livestock producing countries and warns that some nations, such as Aotearoa (New Zealand), are weakening their targets. It recommends that NDCs implement mandatory reduction targets aligned with a 1.5°C trajectory and prioritize sustainable diets and agroecology.
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Document type: Briefing
The Relevance of the United Nations Legally Binding Instrument to Regulate the Activities of Transnational Corporations and Other Business Enterprises as a Structural Lever for Environmental Justice
The document examines the role of the proposed UN Legally Binding Instrument (LBI) in addressing corporate impunity for environmental and human rights abuses. It argues that existing voluntary frameworks, such as the UN Guiding Principles on Business and Human Rights, are inadequate because they lack enforceable obligations. The LBI is presented as a mechanism to turn the right to a clean, healthy and sustainable environment (RtHE) into actionable obligations, including strict liability for parent companies and extraterritorial jurisdiction. The text highlights specific cases of corporate harm in Uganda, Chile, Senegal, India, Brazil, Colombia, Serbia, Iraq, and the 'Lithium Triangle' to illustrate the need for binding regulation. It also discusses how recent Advisory Opinions from the International Court of Justice and the Inter-American Court of Human Rights reinforce the necessity of state-led regulation of private actors to prevent climate and environmental harm.
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Document type: Briefing
La pertinence de l’instrument juridiquement contraignant des Nations Unies pour réglementer les activités des sociétés transnationales et autres entreprises comme levier structurel de la justice environnementale
The document advocates for a legally binding international treaty to end corporate impunity for environmental and human rights abuses, highlighting the insufficiency of voluntary frameworks and the potential of the UN's Open-Ended Intergovernmental Working Group (OEIGWG) process to establish enforceable obligations, extraterritorial jurisdiction, and effective remedies for affected communities.
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Document type: Briefing
Tracking Capital Mobilized by Innovative Climate Finance Vehicles
The document establishes a 'pathways'-based framework to track capital mobilization, distinguishing between direct and indirect flows. It defines mobilization as capital deployed following CPI support to early-stage vehicles and identifies four specific pathways: direct capitalization, vehicle replication, investment unlocked by risk-sharing/asset platforms, and additional capital raised by end investees. The brief also clarifies how this tracking differs from the Global Landscape of Climate Finance (GLCF) by including intermediary capital flows that the GLCF typically excludes.
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Document type: Briefing
Southern Asia’s gas plans may be overblown
The briefing examines the US$107 billion in potential investment for LNG terminals and gas pipelines in Southern Asia, specifically India, Bangladesh, and Pakistan. While industry forecasts predict strong demand growth, Global Energy Monitor (GEM) finds that these countries have shelved or cancelled 2–3 times as much proposed LNG import capacity as they have brought online over the last decade. The document highlights that LNG remains uncompetitive against falling renewable power costs and that recent geopolitical shocks, such as the March 2026 conflict in Iran affecting the Strait of Hormuz, underscore the energy security risks of LNG dependence. While India continues to promote gas infrastructure, Pakistan has shifted toward domestic power and local gas exploration, and Bangladesh's new government signals a move toward renewables and domestic gas.
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Document type: Briefing
Progressing the Transition Away From Fossil Fuels
The document outlines a structured approach to the global transition away from fossil fuels (TAFF), emphasizing that current production and consumption plans are misaligned with 1.5°C pathways. It proposes that effective TAFF roadmaps must be anchored in science, justice, and national ownership, while integrating elements such as subsidy reform, economic diversification, and decommissioning. The guide highlights the necessity of international coordination between producer and consumer countries to manage systemic risks, reform global finance, and ensure a just and orderly transition.
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Document type: Guide
The Southern Ocean and Antarctica as a strategic imperative for South Africa
The report argues that South Africa must elevate the Southern Ocean and Antarctica in its strategic planning, as the region is critical for global climate regulation, food security, and maritime safety. While South Africa is the only African state party to the Antarctic Treaty, its diplomatic engagement has been inconsistent. The document highlights rising risks from climate change, such as sea-level rise threatening African coasts, and geopolitical tensions, including Russia's seismic surveying and the blocking of Marine Protected Areas by China and Russia. It suggests South Africa leverage its non-claimant status and role as a logistical gateway to enhance its influence, while warning that its under-resourced navy may struggle with increasing search and rescue demands from growing Antarctic tourism and rerouted shipping traffic around the Cape of Good Hope.
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Document type: Report
Annual results report for 2025
The Stockholm Environment Institute (SEI) 2025 results report details the organization's progress in driving sustainable development through scientific research, capacity building, and policy engagement. Key achievements include the development of the 2025 Production Gap Report, the creation of the Integrated Guide for Business Greenhouse Gas and Air Pollutant Emission Assessment, and the support of Kazakhstan's NDC 3.0. SEI also highlights its 'One-SEI' programs, which foster cross-centre collaboration on themes such as sustainable transport, food systems, and finance. Organizationally, SEI reports a 52% reduction in air travel emissions per employee since 2017 and an increase in peer-reviewed journal outputs by 30% over 2024.
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Document type: Report
A response to Bohigas et al
The document argues that the global military carbon footprint estimates provided by Bohigas et al (ranging from 0.5% to 1.3% of global emissions) are unreliable due to implausible assumptions and incomplete data. Specifically, it notes that the lower estimate assumes non-US militaries have zero emissions, while the upper estimate relies on US emissions intensity which may not reflect the higher fossil-fuel intensity of other major military spenders like China, Russia, India, and Saudi Arabia. The author further highlights the omission of aviation's upper-atmosphere heating effects, 'scope 3+' war-fighting impacts, and the potential of environmentally-extended input output models (EEIOMs) to provide more accurate data.
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Document type: Statement
EL ROL DEL ALMACENAMIENTO ENERGÉTICO EN AMÉRICA LATINA: avances y retos en la región
The document examines energy storage as a structural resource for flexibility in Latin American electrical systems facing high penetration of variable renewable energy. It highlights that while Chile leads in battery deployment to manage curtailment, other countries like Colombia, Peru, and Brazil are at earlier stages, often focusing on reliability or specific industrial uses. The report argues that the primary barriers to deployment are institutional and regulatory rather than technological, and recommends shifting from a capacity-focused approach to a functional one that prioritizes specific flexibility needs.
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Document type: Policy brief
Prospective wind and utility-scale solar pipeline reached almost 5 TW in 2025
The global pipeline for wind and utility-scale solar projects grew by 11% in 2025, reaching 4.9 TW. While China and India lead in construction and prospective capacity, G7 nations show stagnant growth in their pipelines, creating a gap in meeting the COP28 goal to triple renewable energy capacity by 2030.
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Document type: Report