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A Sustainable Asset Valuation Assessment of Building and Transport Infrastructure Investment in the Shymkent–Tashkent–Khujand Economic Corridor
The report outlines a methodological framework for evaluating infrastructure in the Shymkent–Tashkent–Khujand economic corridor, comparing 'business-as-usual' scenarios with sustainable alternatives for transport and buildings. It proposes shifting from road-based freight to electrified rail and adopting green building standards to reduce CO2 emissions, lower operational costs, and improve health and employment outcomes. The assessment utilizes the SAVi methodology to integrate externalities, such as the social cost of carbon and health impacts, into a comprehensive cost-benefit analysis.
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Document type: Report
Insights
In 2023, EU fossil fuel generation fell to less than a third of the electricity mix (33%) for the first time, driven by a record 26% drop in coal generation. Wind and solar combined for 27% of EU electricity, with wind surpassing gas power for the first time. While solar capacity grew by 56 GW, wind generation growth remains inconsistent and below the 15% annual increase needed for REPowerEU targets. EU electricity demand fell by 3.4% in 2023 to its lowest level since 2001, though a rise of 2-3% is projected for 2024. To support this transition, the EU requires significant grid investments—estimated at €584 billion by 2030—and an increase in storage capacity to 200 GW by 2030 to manage variable renewable energy and reduce curtailment.
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Document type: Report
Clean Hydrogen NECP Playbooks for EU Member States
The document argues that clean hydrogen should be treated as a 'precious molecule' and prioritised for 'no regrets' hard-to-abate industrial sectors rather than being deployed indiscriminately. It recommends that EU Member States move beyond a sole focus on renewable ('green') hydrogen to include other low-carbon pathways, such as nuclear ('pink') and natural gas with carbon capture ('blue'), to avoid resource constraints. The guide emphasises locating production close to end-users to minimise transport inefficiencies and suggests that hydrogen in transport be limited to heavy-duty trucking, aviation, and shipping, while light-duty vehicles should prioritise electrification. Finally, it advises leveraging EU and national support mechanisms to fund 'champion' projects across the entire value chain.
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Document type: Guide
Superhot Rock Energy NECP Playbooks for EU Member States
The document argues that superhot rock (SHR) energy—a subset of Engineered Geothermal Systems that accesses rock temperatures exceeding 400°C—could provide a zero-carbon, firm, and energy-dense power source available globally. It notes a significant gap in current EU planning, where only one country (Italy) mentions SHR in its draft NECP, despite 20 countries planning for geothermal energy. The guide recommends that Member States fund pilot demonstrations, map national SHR resources, contribute to a centralised EU geothermal data repository, develop national geothermal strategies, and create stakeholder collaboration platforms. It highlights that SHR systems can potentially produce up to ten times the energy of conventional geothermal wells and could support the production of clean hydrogen.
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Document type: Guide
The Pillars of Protest: Demands, Strategy, Composition and Organization
The report identifies four 'pillars' of protest—demands, strategy, composition, and organization—that influence the size of a movement and the likelihood of regime loyalty shifts. It argues that non-violent, broad-based campaigns demanding regime change are most likely to succeed and lead to democratic consolidation. However, it notes a recent decline in the success rate of such movements and a rise in anti-liberal protests. For international democracy promoters, the report recommends investing in civil society infrastructure during stable periods rather than attempting to instigate regime shifts.
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Document type: Report
The State of Arms Control: Consequences of the Russian Invasion of Ukraine
The report finds that the 2022 Russian invasion of Ukraine has significantly eroded international arms control, leading to the breakdown of key treaties like New START and the CFE Treaty, and the unilateral reduction of compliance by Russia in others. It highlights a trend of 'weaponizing' arms control forums to spread disinformation and a decline in verification mechanisms. However, the authors note that adherence to many international norms remains largely intact and that violations have provoked diplomatic responses that may refocus global attention on the necessity of disarmament.
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Document type: Research paper
Tracking national ambition towards a global tripling of renewables
The report finds that while current national targets collectively aim for a doubling of renewable capacity by 2030, they often underestimate the actual pace of deployment. A global tripling to 11,000 GW is considered achievable if governments update targets to reflect recent growth and maintain a 17% annual increase in additions. The analysis identifies specific countries with high potential to increase ambition, such as Australia, Japan, South Korea, and the UAE, while noting that others like India and Saudi Arabia already have targets that aim for a tripling of their 2022 capacity.
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Document type: Report
EUROPEAN UNION CHEMICAL SECTOR TRANSITION POLICY BRIEF
The EU chemicals sector faces a critical investment window until 2030, requiring over EUR1tn by 2050 to achieve net zero. The document argues that decarbonisation must address scope 3 emissions—which account for 60% to 80% of total emissions—through demand reduction, circularity, and alternative feedstocks. Key policy recommendations include expanding the Carbon Border Adjustment Mechanism (CBAM) to include polymers and organic chemicals, implementing Carbon Contracts for Difference (CCfDs) for low-carbon hydrogen, and strengthening the EU Taxonomy to better incentivise low-carbon basic chemicals production.
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Document type: Policy brief
Young Leaders Hope for Action After the NATO Summit
Following the 2023 NATO Summit in Vilnius, a delegation of young leaders from the International Military Council on Climate and Security (IMCCS) proposed three strategic priorities for the alliance: moving beyond token youth engagement toward substantive decision-making, integrating Indigenous Peoples' traditional knowledge into high-level climate security dialogues, and leveraging new NATO documents to push member states toward deeper climate mitigation and adaptation efforts.
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Document type: Statement
Evolving Multilateralism: BRICS, the EU and Responses to the Russia-Ukraine Conflict
The document analyzes the 'structural disjuncture' between the European Union's bilateral approach to international relations and the BRICS bloc's pursuit of an inclusive, South-South multilateral model. It argues that BRICS challenges the EU's historical hegemony in global governance, economic power, and trade policies. While the Russia-Ukraine war has further polarized the EU and BRICS, the author suggests opportunities for cooperation on the African Continental Free Trade Agreement (AfCFTA) and the energy transition.
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Document type: Research paper
Unpacking the Pact: Winners and Losers of the New EU Migration Deal
The author argues that the EU's new Pact on Migration and Asylum represents a victory for immigration hardliners by expanding border procedures and reducing protection standards. The deal maintains the problematic Dublin rules and introduces a 'flexible' solidarity mechanism that allows member states to avoid relocating asylum seekers through financial contributions. The author contends that the pact increases the risk of detention and pushbacks at external borders, particularly impacting Mediterranean countries and refugees, while potentially benefiting smugglers.
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Document type: Research paper
In it together: the road to a cleaner, cheaper CEE power system
The report argues that Central and Eastern European (CEE) countries can significantly lower wholesale power prices and enhance energy security by accelerating the deployment of wind and solar energy. By targeting 200 GW of capacity by 2030, the region could reach a 63% share of renewables in electricity generation. The analysis emphasizes that cross-country collaboration is essential to unlock over 100 GW of offshore wind potential and that aligning national strategies with EU policy could unlock approximately €137 billion in public funding.
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Document type: Report
Trade-Related Policy Measures to Reduce Plastic Pollution: Building on the state of play
The report examines 93 unique plastic pollution reduction measures notified by nearly 70 WTO members. It finds that prohibitions on single-use plastics and import restrictions on plastic waste are the most common tools. The analysis highlights a lack of product diversity in current bans and suggests that WTO members could benefit from enhanced transparency, geographic expansion of successful measures, and the exploration of new thematic areas beyond common single-use items.
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Document type: Report
Electricity Source Trends
In 2022, solar and wind power continued their rapid growth, with solar being the fastest-growing source and wind recording the largest absolute increase. Conversely, nuclear power saw a significant decline, primarily driven by outages in France and Germany. Coal generation reached an all-time record high of 10,186 TWh, although its overall share of the global electricity mix slightly decreased. Hydro power rebounded after a poor 2021 but remains below 2020 levels due to droughts in Europe. Fossil gas generation remained relatively stable despite supply chain disruptions. To align with the IEA Net Zero Emissions scenario by 2030, the report argues that solar and wind must sustain high annual growth rates, coal and unabated gas must be phased out, and nuclear power must grow more rapidly than its recent historical average.
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Document type: Report
Türkiye Electricity Review 2023
In 2022, Türkiye's coal generation returned to its previous peak of 113.6 TWh, driven largely by imported coal, with Russia becoming the primary supplier and the import bill reaching a record $5.3 billion. While wind and solar combined for a 15.5% share of generation, solar deployment lags behind its potential and faces grid capacity barriers. Hydropower proved critical for energy security during a ten-day gas supply disruption from Iran in January 2022, demonstrating its flexibility as a complement to variable renewables.
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Document type: Report
How the United States Can Prevent the Weaponization of Climate Migration in a Warming World: A Humane Approach
The briefing examines the phenomenon of 'weaponized migration,' where states use vulnerable migrants as political pawns, as seen in Belarus's actions toward the EU. It argues that as climate change increases human displacement, this tactic is likely to become more common, necessitating a US policy shift that recognizes climate change as a driver of migration.
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Document type: Briefing
How the United States Can Prevent the Weaponization of Climate Migration in a Warming World: A Humane Approach
The document examines the 'weaponization' of migration, where states like Belarus use vulnerable people as political pawns, and warns that intensifying climate change will increase this risk. It highlights how misinformation and the lack of international legal protections for 'climate refugees' make displaced populations susceptible to manipulation. The author argues that the U.S. is vulnerable to similar tactics due to its 'broken immigration system' and the confusion surrounding programs like Temporary Protected Status (TPS). To mitigate these risks, the briefing recommends that the U.S. reexamine the definition of a refugee to include climate-displaced persons, implement regional free-movement agreements, and utilize humanitarian parole for climate-vulnerable populations.
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Document type: Briefing
Companies and Climate Change
The report evaluates corporate climate alignment using the CCIF, finding that while mitigation efforts (such as GHG reporting and renewable energy procurement) are common, there is a critical lack of detailed climate adaptation planning. Analysis of 483 debt issuers reveals that no company performed well across all three CCIF objectives, and only 14% have an adaptation and resilience plan. Sector-level data shows utilities as the highest performers in reporting and transition, while healthcare and automotive sectors suffer from significant data gaps. Case studies of companies in China, India, South Korea, and Singapore highlight the use of internal carbon pricing and science-based targets, but emphasize the need for better Scope 3 emissions tracking and quantitative physical risk assessments.
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Document type: Report
Annual Results Report for 2022
The Stockholm Environment Institute (SEI) 2022 Annual Results Report details the organization's progress across three impact areas: reducing climate risk, promoting sustainable resource use and resilient ecosystems, and improving health and well-being. Key achievements include contributing to the COP27 decision to establish a loss and damage fund, developing the Global Environmental Impacts of Consumption (GEIC) indicator adopted at COP15, and implementing water management master plans in Bolivia. The report highlights the use of digital tools like LEAP, WEAP, and Trase to inform policy in various regions, including Africa, Asia, and Latin America. Organizationally, SEI reports an increase in scientific publications, a diversification of funding sources, and the implementation of a global monitoring, evaluation, and learning (MEL) procedure.
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Document type: Report
Electricity Source Trends
In 2022, the EU electricity mix was led by nuclear (22%), gas (20%), coal (16%), and wind (15%), with solar accounting for 7.3%. While solar and wind continued their long-term growth trends, nuclear and hydro experienced significant declines due to plant closures and drought. Coal saw a temporary increase to offset these losses, while gas remained the only fossil fuel to show growth over the last two decades.
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Document type: Report