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The Strait of Hormuz is a critical global energy chokepoint through which approximately 20% of the world's oil and LNG flows. Japan, South Korea, India, and China are the most exposed, collectively accounting for 75% of oil and 59% of LNG flows through the route. Japan is identified as the most at-risk country due to its extreme reliance on imported fossil fuels. A blockade could trigger global price surges, potentially pushing oil to USD 130 or even USD 300 per barrel. The document suggests that transitioning to renewables and electrification, as seen in Europe's response to the 2022 invasion of Ukraine, is essential to mitigate these geopolitical risks.

The Investment Facilitation for Development (IFD) agreement seeks to improve the investment climate by streamlining foreign direct investment (FDI) procedures and enhancing transparency, without expanding investor rights or addressing market access. While 128 WTO members participated in the Joint Statement Initiative (JSI) to finalize the text by November 2023, its legal incorporation into the WTO framework requires full membership consensus. India and Turkey continue to object, citing a lack of multilateral mandate and concerns that plurilateral agreements undermine the multilateral agenda. The outcome at MC14 will determine if the IFD becomes a WTO plurilateral agreement or if co-sponsors must seek alternative administration outside the WTO treaty framework.

Ember's response to India's draft National Electricity Policy 2026 argues for a shift from sequential to co-optimised generation and transmission planning to resolve bottlenecks and stranded assets. The brief recommends deploying grid-enhancing technologies to manage the rise of inverter-based resources, unbundling state transmission utilities to increase private sector participation, and reforming DISCOM procurement to avoid over-reliance on long-term coal contracts. It also calls for a robust data-sharing and cybersecurity framework to manage the increasing volume of electricity data from distributed energy resources.

The report advocates for a "twin-track" diversification of India's clean cooking energy to address the affordability, delivery, and price volatility issues associated with liquefied petroleum gas (LPG) and piped natural gas (PNG). It proposes scaling electric cooking (e-cooking) in urban and peri-urban areas and biogas in rural areas. The analysis suggests that e-cooking could halve LPG demand by 2050 and save over INR 2 trillion in subsidies, while rural biogas adoption depends on reducing high upfront costs and improving local maintenance ecosystems.

The document outlines the role of Indian banks in the climate transition and proposes the Corporate Transition Assessment (CTA) framework to move beyond historical data in credit appraisals. CTAs assess companies across strategy and ambition, feasibility, and accountability to provide decision-focused insights for risk management and green investment.

The document advocates for a transformative approach to climate adaptation that moves beyond infrastructure to include 'communication justice'. It highlights the role of constructive journalism in combating 'climate fatigue' and the potential of AI to improve disaster prediction and information dissemination. The author criticises global agendas, such as those for COP30, for overlooking the role of independent journalism and public engagement. The statement calls for coordinated collaboration between governments, the private sector, and local communities to close digital divides and ensure that the voices of the most vulnerable are integrated into national development plans.

India's transport sector, the country's third-largest GHG emitter, is shifting toward electrification to meet climate commitments. While the transition supports goals like a 30% EV sales share by 2030 and creates jobs in battery manufacturing and charging infrastructure, it necessitates a coordinated strategy for reskilling the workforce to handle complex electric drivetrains and software integration.

China is repositioning its coal fleet to serve as a regulatory and security resource to manage the variability of its growing renewable energy sector. This transition is driven by a critical need for short-term flexibility, with the IEA estimating that these needs will be three times higher in 2030 than in 2022. To achieve this, the Chinese government has implemented a series of Five-Year Plans and policies, including a target to retrofit "above 200 GW" of coal capacity for flexibility between 2021 and 2025. Technical efforts focus on lowering minimum loads (ML) to 25-40% of rated capacity and decoupling heat and electricity generation in combined heat and power (CHP) units. Financial mechanisms supporting this shift include a coal capacity pricing mechanism introduced in 2024 and the use of infrastructure real estate investment trusts (REITs) for eligible plants.

The report examines a pilot project in Uttar Pradesh, India, where solar irrigation pumps (SIPs) were used to power grain mills. The study found that this 'secondary use' of solar power reduced milling costs and travel time for rural communities and empowered women and elders. However, the pilot faced operational challenges including poor siting and limited operator availability. The authors argue that integrating secondary uses into government policy and pairing them with battery storage and female operators could maximize the economic returns of solar assets.

The document evaluates the feasibility of fuel cell electric trucks (FCETs) and hydrogen internal combustion engine (ICE) trucks in India. It finds that while FCETs could be more cost-competitive than diesel trucks in long-haul, heavy-duty applications by 2040, they currently struggle to reach cost parity with battery electric trucks (BETs) due to high hydrogen fuel costs. These costs are driven by production, refueling infrastructure, and an 18% GST. The brief argues that hydrogen trucks are a critical complement to BETs for use cases requiring high payload and minimal downtime. It recommends a coordinated pathway involving capital subsidies, tax rationalization (reducing GST to 5%), and the development of public hydrogen refueling stations (HRS) to unlock the market.

The report analyzes India's energy subsidy landscape in FY 2025 and FY 2026, highlighting a significant imbalance where fossil fuel subsidies are three times higher than clean energy subsidies. It details the fiscal strain on state governments due to rising electricity subsidies and the vulnerability of the national budget to global LPG and crude oil price volatility caused by conflict in the Gulf. The analysis argues for a strategic shift from recurring fossil fuel subsidies to one-time capital investments in renewable energy, electric cooking, and electric mobility to enhance energy security and fiscal sustainability.

The document translates the ICJ's 2025 Advisory Opinion on climate change into practical legal tools for climate litigation. It details State obligations under international treaties (UNFCCC, Paris Agreement) and customary law, emphasizing a 'rigorous' due diligence standard to limit global warming to 1.5°C. The guide covers specific litigation areas including government framework cases, adaptation, reparations, the right to a healthy environment, corporate conduct, climate finance, speculative interventions (like geoengineering), and regulatory backsliding, providing key quotes and illustrative case examples for each.

The document translates the ICJ's 2025 advisory opinion into practical tools for climate litigation, focusing on government framework cases, adaptation, remedies, the right to a healthy environment, corporate conduct, climate finance, speculative interventions, and regulatory rollbacks. It emphasizes that States have binding obligations to limit warming to 1.5°C, act with 'stringent' due diligence based on the best available science (IPCC), and protect human rights. The notes detail how these findings can be used to challenge inadequate NDCs, hold corporations accountable for emissions, and oppose the dismantling of environmental protections.

The document analyzes how the 2025 ICJ Advisory Opinion (AO) establishes a 'stringent due diligence' standard for States to prevent significant harm to the climate system. It argues that regulatory rollbacks, such as easing emission standards or removing Environmental Impact Assessment (EIA) requirements, may constitute internationally wrongful acts. The note provides specific legal excerpts from the AO and applies them to various categories of litigation, including challenges to diluted mitigation standards, weakened land-use protections, and procedural rollbacks. A detailed annex examines recent regulatory shifts in India—including thermal power emission norms, forest governance changes under the Forest (Conservation) Amendment Act 2023, and EIA exemptions—as examples of conduct that may breach the ICJ's established standards.

The document distills key findings from the ICJ's July 2025 advisory opinion, establishing the right to a clean, healthy, and sustainable environment as a binding norm of international law and a precondition for other human rights. It outlines State obligations to protect the climate system, the material scope of wrongful acts—including omissions related to fossil fuel subsidies and licenses—and the legal consequences of breaches, such as full reparation. The briefing also categorizes types of climate litigation, such as cases treating the right to a healthy environment as an autonomous right or linking it to the rights of nature, to illustrate how the ICJ's reasoning can be applied in domestic and international courts.

The document translates the ICJ's 2025 advisory opinion into practical tools for climate litigation, focusing on government framework cases, adaptation, remedies, the right to a healthy environment, corporate conduct, climate finance, speculative interventions, and regulatory rollbacks.

The report analyzes how the shift from internal combustion engine vehicles (ICEVs) to electric vehicles (EVs) will reshape India's automotive job market. It projects significant job creation in EV assembly, component manufacturing, service, and charging infrastructure, while highlighting the risk of obsolescence for ICE-specific roles. The document identifies critical skill gaps in battery engineering and power electronics and recommends a three-pronged strategy involving diverse financing, specialized courses, and supportive policies to ensure a just transition.

The document explores how sunlight reflection methods (SRM), such as stratospheric aerosol injection (SAI) and marine cloud brightening (MCB), interact with global security. While SRM could mitigate climate-driven security risks by lowering temperatures, it may introduce new tensions regarding its use and outcomes. The briefing distinguishes SRM from cloud seeding, noting that while the latter has a history of weaponisation (e.g., Operation Popeye), SAI and MCB are too imprecise for direct weapon use but could still be used for general disruption. It argues that large-scale deployment would be difficult to hide due to detectable infrastructure and atmospheric effects. Two hypothetical scenarios are presented: one involving military tensions in the Arctic over an SAI programme and another involving accusations of drought in South Asia. The authors recommend building trust, transparency, and using scenario gaming to manage these security challenges.

China experienced a record surge in coal power commissioning and project proposals in 2025, despite a decline in actual coal power generation and the rapid growth of clean energy and storage. The report highlights a growing gap between investment decisions and system realities, noting that new capacity is dominated by large, inflexible units designed for baseload operation. This trend risks creating stranded assets and structural barriers to decarbonisation. The authors argue that the 15th Five-Year Plan must end net coal capacity growth and shift coal's role from a primary energy source to a flexible, residual support system to meet 2030 climate targets.

The global pipeline for wind and utility-scale solar reached 4.9 TW in 2025, an 11% increase, though growth has slowed compared to 2024. China dominates the landscape, with over 1.6 TW of operating capacity and 1.5 TW in its prospective pipeline. In contrast, G7 countries account for only 11% of prospective capacity additions, with their pipeline remaining largely stagnant at approximately 520 GW since 2023. Distributed solar represents about 42% of global solar capacity but remains highly concentrated in a few countries, with China leading at 489 GW. The report concludes that current pipelines are insufficient to meet the COP28 goal of tripling renewable energy by 2030, with a projected deficit of 1 TW for wind and 1.6 TW for utility-scale solar.