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Batteries and demand flexibility are ready to scale across the EU
The report analyzes the potential for batteries and demand flexibility from electric vehicles (EVs) and heat pumps to replace fossil-based grid balancing in the EU by 2030. It projects a significant increase in battery capacity and the ability of smart charging and heating to reduce peak demand and grid strain, provided that regulatory barriers are removed and smart meter rollout is accelerated.
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Document type: Report
Renewables shield Spanish consumers from elevated gas prices
This report by Ember analyzes how Spain's strategic expansion of renewable energy has decoupled electricity prices from volatile gas prices, shielding consumers during the 2026 energy crisis triggered by the US-Israel war with Iran. It details the reduction in gas influence on power prices, the resulting savings for typical households, and policy responses following the April 2025 Iberian blackout to improve grid resilience and electrification.
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Document type: Report
Gas share in global power mix has declined for a fifth consecutive year
This report by Ember analyzes the declining role of gas in the global electricity mix as of 2025, noting that gas share has fallen for five consecutive years. The analysis highlights that while global gas generation has not yet peaked in absolute terms, its growth has slowed significantly as renewables increasingly meet new electricity demand, particularly in the G7 and large emerging economies.
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Document type: Report
Sustainable Debt Global State of the Market Q1 2026
The Climate Bonds Initiative's Q1 2026 report details the state of the global aligned GSS+ (Green, Social, Sustainability, and Sustainability-linked) debt market. As of March 2026, the cumulative aligned volume reached USD 6,986.0 billion, with green-labelled debt remaining the dominant theme. While the overall market saw a 9% decline in supply compared to Q1 2025 on a like-for-like basis, specific regions like France and Germany showed strong activity in social and green bonds, respectively.
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Document type: Report
Morocco Development Futures
This report by the Institute for Security Studies analyzes Morocco's development trajectory toward 2043, comparing a 'Current Path' forecast with eight sectoral scenarios and a combined 'Agenda 2063' scenario. It highlights Morocco's transition toward higher-value manufacturing, its strategic geographic position, and critical challenges including water scarcity, energy import dependence, and regional territorial disputes.
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Document type: Report
Germany 's battery opportunity
This report by Ember and IKND argues that Germany has a significant opportunity to enhance its energy security and reduce gas dependency by scaling up battery storage. While Germany leads Europe in battery capacity and has a strong project pipeline, the authors warn that current legislative drafts and a lack of a clean flexibility strategy may unfairly favor fossil gas in upcoming capacity auctions, potentially locking the country into costly gas imports.
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Document type: Report
Surveillance du portefeuille mondial des centrales de production électrique au charbon
The report 'Boom & Bust Coal 2026' by Global Energy Monitor analyzes the global state of coal-fired power plants in 2025. It highlights a growing divergence where global coal capacity increased by 3.5% while actual production fell by 0.6%, as coal plants are increasingly used as backup capacity rather than primary energy sources. While China and India continue aggressive expansions, the number of countries pursuing new coal developments is declining, and the European Union is seeing a terminal decline in coal usage.
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Document type: Report
2025 in Review
In 2025, record solar and wind growth met 99% of global electricity demand increases, causing fossil fuel generation to decline for the first time since 2020. Renewables surpassed coal as a share of global electricity generation for the first time in a century, reaching 33.8%.
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Document type: Report
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
Europeans turn to clean energy amid fossil fuel price shock
This briefing by Zero Carbon Analytics examines how the start of the Iran war and subsequent fossil fuel price shocks have accelerated consumer and government interest in clean energy technologies, specifically solar photovoltaic (PV) systems and electric vehicles (EVs), across six European markets: Germany, Italy, France, Poland, Spain, and the United Kingdom.
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Document type: Briefing
Rethinking the Concept of International Disciplines on Fossil Fuel Subsidies
The research paper argues for a binding international agreement on fossil fuel subsidies within the WTO framework to address global negative externalities and climate change. It proposes using the Agreement on Climate Change, Trade and Sustainability (ACCTS) as a model, specifically highlighting the Standardized Carbon Rate Measurement (SCRM) as a way to move beyond definitional debates. The authors suggest that successful subsidy reduction must be linked to a state's capacity to transition to green energy and may require WTO waivers on local content requirements to support renewable energy transitions.
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Document type: Research paper
Rüzgar ve Güneş
This report section details the growth of wind and solar energy in Türkiye, highlighting record-breaking capacity additions in 2025 and the increasing share of these sources in the national electricity mix compared to regional and European benchmarks.
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Document type: Report
Crossed wires: Grid capacity could block EU energy security
The report 'Crossed wires: Grid capacity could block EU energy security' by Ember analyzes how limited grid capacity in Europe threatens energy security and economic competitiveness. It identifies significant shortfalls in grid hosting capacity for both new renewable energy projects and industrial demand, while noting that distribution grids are generally better prepared for household electrification, with notable exceptions in Spain and Poland.
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Document type: Report
The Impact of Slavery and Colonialism
This research paper examines how slavery, imperialism, and colonialism fundamentally altered African agriculture by depleting the productive labour force, displacing indigenous crops with export commodities, and establishing land tenure systems that favoured European settlers and firms.
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Document type: Research paper
Reconductoring: The Path of Least Resistance to Fixing the U.S. Energy Grid
This report by the Environmental and Energy Study Institute examines reconductoring—the process of replacing existing electrical transmission cables with advanced conductors—as a rapid and cost-effective method to increase the capacity of the U.S. energy grid. The author argues that reconductoring can bypass lengthy permitting processes, reduce energy costs, and support the transition to clean energy by enabling the connection of stalled renewable projects and meeting rising electricity demands from electric vehicles and data centers.
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Document type: Report
Clean energy is shielding EU from the worst of the Middle East crisis
This briefing by Zero Carbon Analytics examines how the European Union's increased investment in wind and solar energy between 2022 and 2025 has reduced its vulnerability to global energy shocks, specifically comparing the impact of the 2022 Russia-Ukraine crisis with a subsequent crisis caused by a blockade of the Strait of Hormuz in 2026.
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Document type: Briefing
Latest energy shock reminds Europe of its risky gas reliance
This briefing by Ember analyzes the impact of a March 2026 energy shock caused by conflict in the Middle East, which led to spikes in European gas prices and increased fossil import costs. The document highlights how varying levels of reliance on gas for electricity generation across EU member states create disparate levels of exposure to price volatility, arguing that reducing gas dependency is the only effective way to build resilience against such shocks.
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Document type: Briefing
Latest energy shock reminds Europe of its risky gas reliance
This report by Ember analyzes the impact of a March 2026 escalation of conflict in the Middle East on European energy prices. It highlights how the resulting spike in gas prices increased the EU's fossil import bill and electricity costs, while demonstrating that countries with lower reliance on gas-fired power, such as Spain, are more resilient to such shocks.
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Document type: Report
サステナブル・ファイナンス グローバル市場動向 2025 年
The 'Sustainable Finance Global Market Trends 2025' report by the Climate Bonds Initiative analyzes the scale and composition of the global GSS+ (Green, Social, Sustainability, and Sustainability-Linked) bond market as of December 31, 2025. It highlights a cumulative issuance of 8.1 trillion USD, with 6.8 trillion USD meeting the organization's strict criteria. The report emphasizes the continued dominance of green bonds, the growth of sustainability bonds, and the emergence of adaptation and resilience (A&R) finance as a new frontier.
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Document type: Report