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Coal fleet’s changing role in the power system
The report analyzes the evolving role of India's coal-fired power fleet as variable renewable energy (VRE) expands. It projects a structural shift from steady baseload generation to flexible balancing resources by FY 2031–32, characterized by deeper midday turndowns and steeper ramping requirements to accommodate solar peaks. This transition is expected to lower overall plant load factors (PLF) and disproportionately impact higher-cost, less efficient units.
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Document type: Report
Coal power to get costlier
This report by Ember analyzes the rising effective costs of coal power in India due to declining Plant Load Factors (PLFs). It argues that underutilisation is driving up both fixed and variable costs, making new coal capacity economically inferior to Firm and Dispatchable Renewable Energy (FDRE).
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Document type: Report
Overbuilding coal capacity is not the solution
This report by Ember argues that India should avoid overbuilding coal capacity and instead focus on improving the flexibility of existing coal plants and expanding energy storage to integrate renewable energy.
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Document type: Report
Coal’s diminishing role in India’s electricity transition
This report analyzes the diminishing role of coal in India's electricity transition toward the National Electricity Plan (NEP) 2032 targets. It finds that as solar and wind capacity grows, coal is shifting from a baseload provider to a flexible balancing resource, leading to lower Plant Load Factors (PLFs) and a projected 25% increase in effective coal costs by FY 2031-32. The analysis concludes that no new coal capacity beyond the ~35 GW currently under construction is needed, as Firm and Dispatchable Renewable Energy (FDRE) and solar-plus-storage are becoming more cost-competitive than new coal plants.
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Document type: Report
Policy Framework for Zero-Emission Trucks Adoption at Major Ports in India
This report by RMI outlines a phased policy framework designed to support the adoption of zero-emission trucks (ZETs) at India's 12 Major Ports to align with the Ministry of Ports, Shipping and Waterways' Harit Sagar guidelines.
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Document type: Report
Unlocking India's Green Hydrogen Exports
This report by RMI analyzes India's potential to become a cost-competitive exporter of green hydrogen and its derivatives, focusing on market demand in the EU and East Asia and the strategic enablers required to translate production capacity into bankable export projects.
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Document type: Report
Green bonds
This fact sheet describes green bonds as fixed-income instruments earmarked for environmental projects, highlighting that energy and buildings receive the largest share of recent allocations (~30% each). It details the roles of institutional investors and MDBs—such as the World Bank and EIB—and outlines the technical requirements, costs (including a typical greenium of 2–5 bps), and timelines for issuing these instruments.
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Document type: Fact sheet
Carbon markets as a response to the EU CBAM
The report examines how the European Union's Carbon Border Adjustment Mechanism (CBAM) is incentivising exporting countries to establish domestic carbon pricing systems to retain revenues and reduce trade costs.
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Document type: Report
Country and region analysis
In the first half of 2025, China, India, the EU, and the US accounted for 63% of global electricity demand and 64% of power sector CO2 emissions. While China and India saw declines in fossil fuel generation and emissions due to clean energy growth outpacing demand, the US and EU experienced increases in emissions, driven by demand growth in the US and declines in wind and hydro output in the EU.
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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
Tapping the Potential of Agriphotovoltaics in India
This report by the Power Foundation of India (PFI) and the Climate Policy Initiative (CPI) evaluates the potential of Agriphotovoltaics (Agri-PV)—the co-location of solar power and agriculture—to address land-use conflicts and enhance rural incomes in India. It provides economic modelling for Feed-in Tariffs, identifies regulatory barriers, and offers a comprehensive set of policy recommendations to scale the technology.
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Document type: Report
Modeling Carbon Sequestration in Manipur, India using InVEST
This research paper uses InVEST and Land Change Modeler (LCM) to analyze the relationship between land use and land cover (LULC) changes and carbon storage in the Senapati district of Manipur, India, comparing 'Business as Usual' (BAU) and 'Environmentally Sound Planning' (ESP) scenarios for 2029.
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Document type: Research paper
Roadmap for an Automotive Component Technology Upgradation Financing Facility
The Climate Policy Initiative (CPI) proposes the Automotive Component Technology Upgradation Financing Facility (AC-TUFF) to support Indian micro-, small-, and medium-sized enterprises (MSMEs) in transitioning from internal combustion engine vehicles to electric vehicle (EV) value chains. The report identifies a significant investment gap and proposes a tiered capital stack combined with technical assistance to enable MSMEs to upgrade technology and processes.
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Document type: Report
Net zero stocktake 2025
The executive summary of the 2025 Stocktake report by the Net Zero Tracker analyzes the prevalence and integrity of net-zero targets across national, subnational, and corporate entities as of September 2025, noting a rise in total targets despite political headwinds and significant gaps in target robustness.
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Document type: Executive summary
Debunking common renewable energy myths
This briefing by Zero Carbon Analytics debunks common myths about renewable energy, demonstrating that solar and wind are now the cheapest and most efficient power sources. It provides evidence that renewables are reliable when integrated with storage, have lower wildlife and environmental impacts than fossil fuels, and occupy minimal land. The document specifically clarifies that a 2025 blackout in the Iberian Peninsula was caused by grid failures rather than renewable energy usage.
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Document type: Briefing
Harnessing DPI to Address Informality and Boost DRM: A Case of the Shadow Economy
This policy brief by the South African Institute of International Affairs examines how Digital Public Infrastructure (DPI)—comprising digital identity, payments, and data-sharing systems—can be used to reduce the shadow economy and improve domestic resource mobilisation (DRM) in Africa. It argues that while digital payments increase transaction visibility, they must be paired with structural reforms and strategic targeting of high-value tax evaders rather than vulnerable micro-vendors. The document highlights lessons from South Korea and India and suggests that South Africa use its 2025 G20 presidency to advocate for an 'Africa stack' and peer learning on DPI best practices.
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Document type: Policy brief
9 Key Findings on Global Progress Toward a Circular Economy
This fact sheet by the World Resources Institute outlines the current state of the global circular economy, emphasizing the urgent need to reduce resource consumption to combat climate change and biodiversity loss. It highlights the disparity in material footprints between high- and low-income populations, the leadership and challenges of the European Union, and the stagnation of global resource productivity since 2000.
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Document type: Fact sheet
Leading steelmakers overlook methane embedded in their coal supplies
This report by Ember examines how major global steelmakers—specifically ArcelorMittal, Nippon Steel, and POSCO—often omit fugitive methane emissions from coal mining in their Scope 3 emissions reporting. The analysis highlights that reliance on blast furnace technology and the sourcing of coal from high-methane mines in Australia significantly increase the actual climate impact of these companies' value chains, often by percentages that would materially alter their reported greenhouse gas footprints.
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Document type: Report
lbi_environmental-analysis_fian_oct_2025-5278396881eb2754.pdf
This briefing, prepared for the 11th session of the open-ended intergovernmental working group (OEIGWG), advocates for the explicit inclusion of the right to a clean, healthy, and sustainable environment (RtHE) within a proposed international legally binding instrument (LBI) to regulate transnational corporations and business enterprises.
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Document type: Briefing