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Curb Petrochemicals to Unlock a Full Fossil Fuel Phaseout
The report examines how the petrochemical industry serves as a 'Plan B' for fossil fuel companies, creating physical and economic lock-in that threatens global decarbonization efforts. It highlights the rapid growth of plastics and ammonia production, the environmental and health costs of these chemicals, and the use of 'transition narratives' to justify new fossil infrastructure. The authors propose five strategic levers—financial strain, market uncertainty, greenwashing, human health impacts, and just transition frameworks—to curb this expansion and enable a full fossil fuel phaseout.
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Document type: Report
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
Asian countries most at risk from oil and gas supply disruptions in Strait of Hormuz
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.
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Document type: Briefing
International Conversations on Trade and Climate: From the World Trade Organization to the United Nations Framework Convention on Climate Change
The research paper examines the transition of trade-related climate measures from abstract policy debates to concrete implementation between 2025 and early 2026. It highlights the role of the European Union's Carbon Border Adjustment Mechanism (CBAM) and the EU Deforestation Regulation as primary drivers of international tension. The authors analyze discussions within the WTO's Committee on Trade and Environment (CTE) and the Trade and Environmental Sustainability Structured Discussions (TESSD), as well as new initiatives established at COP 30 in Brazil, including the 'Mutirão' technical dialogues and the Integrated Forum on Climate Change and Trade (IFCCT). The paper argues that MC14 serves as a critical moment for consolidating these debates around transparency, interoperability, and development support.
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Document type: Research paper
Critical minerals as an observatory for evolving forms of trade cooperation
The document analyzes the tension between existing WTO trade rules and the needs of countries to secure critical minerals for the energy transition. It argues that current 'critical minerals diplomacy'—characterized by non-binding sectoral partnerships among developed nations—creates power asymmetries and 'selective delegalization' that disadvantage producer economies. The author suggests that the WTO could serve as a more neutral platform for a plurilateral critical minerals initiative or a code of best practices to balance supply-side industrialization goals with demand-side security needs.
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Document type: Research paper
Deutschland kann Ghana nicht zu einer 24-Stunden-Wirtschaft aufrüsten, aber es gibt einen intelligenteren Weg: die Entwicklungszusammenarbeit mit einer avantgardistischen Industrialisierung in Einklang bringen
The document critiques the current Ghana-Germany relationship as being over-specialised in skills diffusion (TVET) and SME support, which it deems structurally irrelevant to Ghana's ambitious 24-Hour Economy (24HE) initiative. It contrasts this with the early post-colonial era (1950s-1970s) when the partnership focused on industrial diplomacy, plant construction, and technology transfer. The author argues that Ghana's current needs—industrial corridors, logistics synchronisation, and capacity maximisation—require a 'vanguardist' model where industrial spearheads are built first to create the demand for skills, rather than the current 'platform-first' approach of training before industrial uptake. The paper proposes a 'Ghana-Germany Youth Employment & Value-Chain Compact' to target 200,000 youth placements across five priority value chains over three years, integrating German strengths in automation, standards, and energy systems with Ghanaian industrial goals.
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Document type: Research paper
Electronic Commerce at the World Trade Organization
The document analyzes the tension between the multilateral Work Programme on Electronic Commerce (WPEC) and the plurilateral Joint Statement Initiative (JSI) on E-Commerce. It highlights the conflict over the moratorium on customs duties for electronic transmissions, where developing countries fear revenue loss and policy constraints, while other members push for a permanent ban on such duties. The author outlines the stakes for MC14, including the potential incorporation of the JSI Agreement into the WTO framework and the future of the WPEC.
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Document type: Research paper
Renewable Power is Key to Japan's Energy Security
This research paper argues that increasing domestic clean power production is essential for Japan's national security, economic resilience, and strategic autonomy due to its high dependence on energy imports.
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Document type: Research paper
No time to lose: Liberal democracies can win the cognitive and hybrid war against authoritarians
The briefing asserts that authoritarian regimes, specifically Russia, China, and Iran, are using hybrid warfare to undermine trust in democratic institutions and divide liberal societies. It argues that current government responses are too siloed and reactive, failing to deliver results. To counter this, the author proposes three strategic pillars: establishing a comprehensive counter-hybrid doctrine that includes asymmetric and offensive capabilities, reorganizing government structures to enable holistic coordination and multi-stakeholder coalitions, and prioritizing strategic communications to outcompete authoritarian narratives both domestically and internationally.
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Document type: Briefing
Litigation Note on Challenging the Financing of Climate-Destructive Conduct
The document analyzes the implications of the ICJ's advisory opinion on States' obligations to prevent environmental harm, specifically focusing on the cessation of fossil fuel subsidies and the regulation of private finance. It argues that States may commit internationally wrongful acts by continuing to fund fossil fuel production or failing to regulate private financiers. Additionally, it outlines binding obligations for developed States to provide financial assistance to developing countries for climate adaptation and mitigation under the UNFCCC and Paris Agreement. The briefing concludes by categorizing various types of climate litigation—including cases against public agencies, central banks, and private financial institutions—where these legal findings are applicable.
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Document type: Briefing
The State of Play After INC-5.3
The document analyzes the current state of negotiations for a global plastics treaty after INC-5.3, focusing on the 'start-and-strengthen' model. It argues that for such a model to succeed, a treaty must include clear global objectives, enforceable obligations, effectiveness evaluations, and a procedural path for normative evolution. The brief compares three Chair's drafts and various member state proposals, concluding that many current drafts risk becoming 'bottom-up' models based on voluntary national actions, which could lead to regulatory fragmentation and insufficient collective action to end plastic pollution.
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Document type: Policy brief
再生可能エネルギーは日本エネルギー安全保障の要諦
The document positions renewable energy as a core pillar of Japan's national security, noting that the country's energy import dependency reached 87.4% in 2024. It argues that the current 7th Strategic Energy Plan is insufficient because it maintains high fossil fuel targets (30-40% by 2040) that conflict with 1.5°C climate goals. The author proposes a four-step policy framework—expanding grid capacity, accelerating permitting, expanding distributed energy, and utilizing long-term power purchase agreements—to achieve a clean energy ratio of 80% or more by 2040. This transition is estimated to potentially save up to 3.4 trillion yen in fossil fuel costs by 2035 and requires approximately 38 trillion yen in investment, which is roughly 25% of Japan's 150 trillion yen GX investment plan.
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Document type: Report
Renewable Power Is Key to Japan’s Energy Security
The report positions renewable energy expansion as a national security imperative for Japan, which had an energy import dependence of 87.4% in 2024. It argues that the current 7th Strategic Energy Plan is insufficient for the 1.5°C target and proposes a more ambitious pathway to reach 80-90% clean power by 2035-2040. Key recommendations include upscaling grid capacity, fast-tracking permitting, expanding distributed energy, and using long-term offtake agreements to lower capital costs. The document highlights Japan's potential in offshore wind, agrivoltaics, and perovskite solar cells as means to reduce reliance on imported fossil fuels and Chinese crystalline-silicon PV.
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Document type: Report
Global wind and solar 2025: The G7 gap
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.
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Document type: Briefing
Cơ chế Điều chỉnh Biên giới các-bon của Liên minh Châu Âu
The document outlines the transition of the EU CBAM from a reporting-only phase to a mandatory financial compliance phase starting January 1, 2026. It details the obligations for 'Authorised CBAM Declarants', the calculation of embedded emissions using either actual verified data or punitive default values, and the requirement to purchase CBAM certificates linked to EU ETS prices. The guide emphasizes the competitive advantage for low-carbon producers and provides a three-stage implementation checklist for exporters to minimize costs and ensure market access to the EU.
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Document type: Guide
Africa+1 Summits: A Closer Look at the Geometry of Global Diplomacy
The research paper examines 'Africa+1' summits—high-level meetings between African nations and a single external power—as a strategic arena for geopolitical influence. It traces the evolution from early French-led summits to a 'second generation' involving Asian powers like Japan, China, India, and Turkey, and more recent engagement from Indonesia, Saudi Arabia, and Italy. The author argues that Africa's demographic growth and critical mineral wealth have increased its strategic value, allowing African states to exercise greater agency by leveraging rivalries between global powers. However, the document critiques the summit format as often being performative and asymmetric, noting a gap between multi-billion-dollar pledges and tangible results. It highlights proposals for reform, such as unified AU representation, to move toward more equitable partnerships.
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Document type: Research paper
Platingruppenmetalle, grüne Wasserstoffproduktion und wirtschaftliche Entwicklung in Südafrika
South Africa holds approximately 80% of global Platinum Group Metals (PGMs), which are essential catalysts for PEM electrolysers and fuel cells used in green hydrogen production. While this provides a strategic opportunity for re-industrialisation and decarbonisation, the transition faces severe constraints, including an outdated electricity grid, water scarcity in high-resource areas, and a significant skills gap. The shift also threatens the coal and internal combustion engine automotive sectors, risking large-scale job losses in regions like Mpumalanga and the Eastern Cape. Geopolitically, South Africa must navigate competition between China and Western powers, particularly as the US has withdrawn support for the Just Energy Transition Partnership (JETP). The paper argues that for the transition to be 'just', the government must integrate mineral beneficiation with social safeguards, regional SADC integration, and comprehensive workforce reskilling.
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Document type: Research paper
Gas Gone Global: LNG 101
The document describes the LNG supply chain from extraction to re-gasification, noting that the United States has become the world's leading LNG exporter following the shale gas boom. It highlights that LNG is prone to methane leakage and high energy intensity due to the cryogenic freezing and heating processes, with emissions intensity increasing as transport distances grow. The text warns that expanding US LNG exports could increase domestic natural gas prices by 25 to 30 percent by 2050, while suggesting that monitoring, prohibiting venting, and enhancing transparency can mitigate methane emissions.
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Document type: Fact sheet
Summary report of activities from 1 June 2025 to date by the IAI Directorate
The IAI Directorate has advanced several strategic mandates between June 2025 and January 2026, including the expansion of its Associate network with the WMO and AGU, and the operationalization of the Indigenous Peoples Advisory Committee (IPAC). Key efforts focused on science diplomacy in preparation for UNFCCC COP30, the launch of transdisciplinary research programs on climate-health and ocean science, and the development of the IAI Science Diplomacy Center. The Directorate also expanded its educational reach through virtual courses on remote sensing and health adaptation, while pursuing new member state adhesion, specifically with El Salvador.
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Document type: Report
Carbon Market Insights
The document examines the evolution of carbon pricing globally and regionally, with a deep dive into Southeast Asian markets. It analyzes the impact of the EU's Carbon Border Adjustment Mechanism (CBAM) on regional exports and the progress of Article 6 of the Paris Agreement. Specific country updates detail Indonesia's operational ETS, the Philippines' legislative efforts toward a cap-and-invest system, and Viet Nam's pilot phase for a national compliance market.
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Document type: Briefing