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Canada is uniquely positioned to benefit from surging global electricity demand and corporate net-zero commitments because approximately 85 per cent of its electricity is already non-emitting. This clean energy advantage has already attracted significant investments in electric vehicle manufacturing in Ontario and data centers in Quebec. To maintain this competitive edge and ensure energy affordability, the document asserts that Canadian provincial and territorial governments must prioritize strategic grid expansion and modernization.

In 2024, wind and solar combined to generate 17% of US electricity, surpassing coal (15%) for the first time. While solar generation grew by a record 27% and battery storage expanded rapidly, overall power sector CO2 emissions rose slightly by 0.7% because a 3% increase in electricity demand drove higher gas generation. Despite this, carbon intensity reached a record low of 384 gCO2/kWh.

Batteries are scaling up rapidly in the US, supporting record solar growth and reducing reliance on gas and coal. In 2024, California and Nevada became the first states to exceed a 30% annual solar share. California's battery capacity grew nearly twentyfold between 2020 and 2024, allowing batteries to become the largest electricity source during evening hours in April 2024. Texas also saw significant growth, installing 3.9 GW of utility-scale battery capacity in 2024. Nationally, the US added 36 GW of new solar capacity in 2024, with 10 GW of utility-scale batteries added, reflecting a trend toward co-located solar-plus-battery projects.

The briefing highlights the bipartisan support and technological advancements, particularly in Enhanced Geothermal Systems (EGS), that are driving geothermal growth in the U.S. It notes that 1.16 GW of capacity is expected by 2028 and that the Trump administration's policies, including permitting exclusions and support from Energy Secretary Chris Wright, favor the sector. However, the author argues that geothermal cannot replace wind and solar, which are necessary to meet a projected 128 GW increase in demand by 2030.

The report argues that private equity firms are increasingly treating the US education sector as a "return-generating machine," leading to tuition hikes in childcare, the defunding of public schools through "school choice" vouchers, and the influence of corporate interests on classroom curricula. It highlights the role of firms like Leeds Equity Partners in owning companies across multiple stages of a child's education and calls for greater regulation and transparency to protect students and educators.

Federal clean energy incentives have already spurred $75 billion in private investment and created over 100,000 manufacturing jobs since 2022. Under a 'High Potential Scenario', these incentives could bring nearly $235 billion in federal investment to US states by 2030, with the largest gains expected in battery manufacturing and hydrogen production.

In 2025, US solar generation increased by 83 TWh, meeting 61% of the 135 TWh rise in electricity demand. This growth was most concentrated in regions with the highest demand increases, such as Texas and the Midwest. While utility-scale solar capacity additions fell by 6% due to tariff uncertainties and grid connection delays, battery capacity surged by 133% to 26 GW, enabling solar to meet some evening demand and reducing curtailment pressure, particularly in California.

The report identifies five key trends in the development of the U.S. electric vehicle workforce pipeline, focusing on Georgia, Michigan, Nevada, North Carolina, and Tennessee. It finds that public community and technical colleges are the primary providers of training, with a heavy emphasis on vehicle maintenance and repair over manufacturing and charging. The analysis highlights a wide variance in enrollment requirements and program durations, ranging from 20-hour online courses to two-year degrees. It also identifies three critical industry certifications—ASE, AWS, and NIMS—and describes how state-level policies and private investments are driving the creation of these educational pathways to support the transition to zero-emission vehicles.

The report details how climate change is accelerating in Nevada, leading to increased drought, extreme heat, and erratic precipitation. It outlines the resulting economic burdens, including the costs of wildfire suppression, water conservation efforts to protect Lake Mead, and the need for infrastructure upgrades to mitigate flooding and heat-related health risks.

Advanced geothermal energy, including enhanced, closed-loop, and deep geothermal technologies, offers a potential source of emissions-free, dispatchable power and heat. While it faces high upfront costs and a lack of commercial scale, recent innovations and investments—such as the Canadian government's $90 million investment in Eavor Technologies—are moving the sector toward market readiness. The Canadian Climate Institute classifies it as a 'wild card' due to uncertainties regarding performance, reliability, and replicability at scale.

The document examines advanced geothermal energy, categorizing it as a 'risky bet' due to high capital costs and unproven large-scale reliability, despite its potential to provide carbon-neutral, dispatchable power and heat globally. It highlights three primary technologies: advanced geothermal (using hydraulic fracturing), closed-loop systems, and deep geothermal. While companies like Calgary-based Eavor Technologies and Fervo Energy are launching commercial projects in Germany and the US, the technology must significantly reduce costs—potentially by 90% by 2035 according to US Department of Energy goals—to compete with gas and nuclear power.

The report argues that the US can significantly reduce its reliance on newly mined minerals for electric vehicle (EV) batteries by prioritizing energy efficiency, right-sizing battery range, and implementing robust recycling policies. Through a 'Very Low Demand Scenario,' the authors demonstrate that newly mined lithium needs could be reduced by 48% from 2025 to 2050, saving 1.5 million metric tons of material. The analysis emphasizes that while electrification is essential for decarbonization, a systems-wide approach—including investments in public transit and rail to reduce vehicle miles traveled (VMT)—is necessary to create a sustainable and just supply chain.

The document details the health risks associated with radiation, ranging from acute radiation syndrome and skin burns to chronic conditions like cancer and cardiovascular disease. It highlights how social determinants of health compound these harms for vulnerable groups and critiques the US government's fragmented compensation system, which includes the Radiation Exposure Compensation Act (RECA), the Energy Employees Occupational Illness Compensation Program Act (EEOICPA), and Veterans Affairs Compensation. The text also notes the US's refusal to join the 2021 Treaty on the Prohibition of Nuclear Weapons (TPNW).

Analysis by Climate Central indicates that June-August 2024 was the hottest season on record, with carbon pollution significantly increasing the frequency and intensity of risky heat days globally and in the U.S. Approximately 2 billion people worldwide experienced 30 or more risky heat days made at least three times more likely by climate change. In the U.S., the average person experienced 20 additional risky heat days, with the highest impacts concentrated in the South, Southeast, and Southwest, particularly in Florida and Puerto Rico.

The Inflation Reduction Act (IRA) has introduced 'Direct Pay' (or elective pay), allowing tax-exempt entities and certain third-party financial organizations to receive cash back—between 30% and 70%—on clean energy project costs. This enables a model where a third party, such as the nonprofit RE-volv, pays upfront costs and leases the system to a recipient at a monthly rate lower than previous electricity costs. A 12kW project at the Watts-Willowbrook Church of Christ in Compton, California, serves as an example, expecting to save over $180,000 in electricity costs over 20 years with no upfront payment. RMI's RISE Cohort is working to scale this model by providing technical assistance to local governments and financial institutions.

The document reports a significant increase in voter registration among young people and people of color in the U.S. following Joe Biden's withdrawal from the 2024 race. It highlights that while economic issues are a primary priority for Generation Z, climate change is a critical driver, particularly for women of color and voters in swing states. The briefing provides guidance for reporters to explore how climate justice and environmental concerns are influencing the electoral behavior of this demographic.

Human-caused climate change is increasing the frequency and intensity of wildfires in the U.S., exposing millions of homes and hundreds of thousands of miles of roads and power lines to risk. Approximately one-third of U.S. homes and 116 million people are located in counties with high or very high wildfire risk, with the highest concentrations in Western states and Florida. Between 2000 and 2019, over 265,000 miles of roads and power lines in the contiguous U.S. were exposed to large fires. The risk is further amplified by the expansion of the wildland-urban interface, which grew by about 31% between 1990 and 2020.

The document argues that tax-exempt entities—such as CDFIs, green banks, and cooperatives—can overcome financial barriers to low-income solar adoption by becoming third-party owners. This model utilizes the IRA's 'direct pay' mechanism, Greenhouse Gas Reduction Fund (GGRF) capital, and bonus tax credits to reduce costs for LMI households, who often lack the tax liability to benefit from traditional residential credits.

Analysis of 242 U.S. cities shows that fall temperatures have increased by an average of 2.5°F since 1970, with the most intense warming occurring in the Southwest. This trend is characterized by a higher frequency of above-normal temperature days, which prolongs risks related to heat-related illness, wildfires, and allergies, while also affecting agricultural growing seasons and energy demand for cooling.

The Private Equity Stakeholder Project (PESP) argues that private equity firms are aggressively acquiring manufactured home parks in the U.S., utilizing a business model that increases rents and fees to maximize profits at the expense of vulnerable, low-income residents. PESP highlights that Fannie Mae and Freddie Mac have financed 49% of private equity-owned parks identified in their tracker, despite financing only 9% of all U.S. manufactured home parks. The document details numerous instances of poor living conditions, rent hikes, and predatory practices by firms such as Carlyle Group, Blackstone, and Havenpark. PESP supports the Enterprises' 2025-2027 Duty to Serve Plans, particularly objectives that promote resident-owned communities, tenant lease protections, and affordability restrictions.