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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.

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.

The author contends that American steel producers, such as U.S. Steel and Cleveland-Cliffs, are falling behind Asian competitors by abandoning decarbonization plans in favor of coal-intensive production. This failure to adapt to demands for greener steel, exemplified by the EU's Carbon Border Adjustment Mechanism, threatens U.S. market access and causes billions in annual health damages. The text highlights that while a Korean company, Hyundai, is investing $6 billion in low-carbon steel in Louisiana, major U.S. firms continue to rely on polluting methods despite minimal cost increases for end-products like vehicles.

The United States now leads the world in gas-fired power capacity in development, with nearly 252 GW planned, driven significantly by the energy demands of AI and data centers. Globally, the pipeline for gas power grew by 31% in 2025 to 1,047 GW, though expansion is currently bottlenecked by turbine production backlogs stretching to 2030. Texas is the primary hub for this growth in the U.S., with 80.6 GW in development, nearly half of which is intended to power data centers directly.

In 2025, Türkiye became Europe's fourth-largest market for new battery electric vehicles (BEVs), with sales reaching approximately 190,000 units. This growth saw the BEV share of new car sales rise to 17%, matching the European Union average for the first time. Despite this momentum, BEVs represent only 2.1% of all registered cars in Türkiye, and gasoline consumption increased by 16% in the first 11 months of 2025. The report highlights that while domestic production and tax-compatible models drove growth, high overall tax burdens and exchange rate fluctuations remain challenges to further reducing energy imports.

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.

The document examines the efforts of 'the rest of the world' to adapt to a chaotic trade environment characterized by US tariff adjustments and the weakening of global institutions. It highlights the launch of the Future of Investment and Trade Partnership (FIT-P), a 16-member group of small states aiming to bolster the WTO and collaborate on digital trade. It also analyzes the Comprehensive and Progressive Trans-Pacific Partnership (CPTPP), noting its attempts to coordinate with the EU and ASEAN while struggling with internal institutional weaknesses, a slow accession process, and the daunting task of renegotiating most of its agreement chapters.

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.

The author contends that recent military actions by the US, Russia, and Israel signal a collapse of international law and a return to the 'law of the strongest'. The text argues that violence is a symptom of powerlessness and suggests that Europe should instead promote a 'new' paradigm based on non-violence, the UN's 2030 Agenda, and the Paris Climate Agreement to achieve sustainable peace and climate justice.

The author contends that democracy and autocracy are mutually obstructive and that the EU must leverage financial tools like the Global Gateway and the Multiannual Financial Framework (MFF) to build an alliance of democracies, particularly in the Global South, to prevent a global shift toward authoritarian dominance.

The report analyzes the financial needs and current tools supporting the low-carbon transition of China's coal power sector, which is estimated to require over ten trillion yuan in funding. It evaluates existing domestic transition finance catalogs and debt instruments, compares them with international standards—such as those in Singapore and ASEAN—and examines multilateral mechanisms like JETP and ETM. The document concludes with six action recommendations to improve standard systems, optimize financing mechanisms, and leverage the leadership of central enterprises to ensure a credible and just transition.

The report argues that flexible demand—the ability to shift or reduce electricity use during peak periods—can significantly lower system costs and defer expensive infrastructure upgrades in Canada. While some provinces like Ontario, Quebec, and British Columbia are implementing demand-side management (DSM) programs, the report finds that these resources remain under-deployed due to outdated regulatory frameworks, misaligned financial incentives for utilities and consumers, and a tendency for planners to treat DSM as a passive load reduction rather than an active grid resource.

Climate Strategies' 2026-2029 strategy focuses on accelerating the science-policy nexus to deliver inclusive and effective climate action. The organisation operates as a neutral knowledge broker, connecting a network of over 120 members with policymakers to address systemic gaps in climate finance, adaptation, and fossil fuel phase-out. Its strategic framework is built around five impact areas: Prosperity Post Fossil Fuels, Nature and Resilient Food Systems, Global Majority-Powered Change, Equitable Carbon & Climate Innovation, and Building Evidence-Based Climate Narratives. The strategy emphasises the need for Just Transitions, the inclusion of Global Majority perspectives in policy recommendations, and the use of evidence-based narratives to counter climate obstruction and misinformation.

The report argues that South Korea's heavy reliance on imported fossil fuels (84% of total energy supply) creates critical security vulnerabilities exposed to geopolitical conflicts and climate-driven disruptions. It posits that a rapid shift toward renewables can mitigate these risks, reduce financial burdens on the state, and support the energy demands of advanced defense and AI technologies. While acknowledging challenges such as China's dominance in critical mineral supply chains and cybersecurity risks associated with grid digitalization, the document concludes these are manageable through diversification, battery storage innovation, and strategic policy integration.

The Global Coal Plant Tracker (GCPT) monitors coal-fired electrical generating plants of 30 MW or larger, including operating units, those proposed since 2010, and those retired since 2000. The methodology employs a two-level system consisting of a database for unit-level tracking and detailed wiki pages for project histories. Data is validated through government records, company reports, NGO tracking, and on-the-ground contacts, with updates occurring bi-annually in January and July. The tracker categorizes plant status into nine stages, ranging from 'Announced' to 'Retired', and calculates carbon dioxide emissions based on unit capacity, emission factors for coal types, heat rates for combustion technology, and global average utilization rates.

The report examines how mining-producer countries use local content policies to translate extractive activities into domestic economic development. Key findings indicate a primary focus on local employment and contracting, with a significant emphasis on benefits for communities near mine sites. While many governments employ mandatory requirements and incentives, the report identifies critical gaps in the use of 'rules of origin' and data-based monitoring tools. Despite challenges such as limited technical capacity and infrastructure deficits, the report concludes that these policies are generally successful when they balance local community benefits with national development and avoid unrealistic industry burdens.

The document examines how Chinese firms in Zimbabwe are coupling mining investments with energy infrastructure to overcome local power shortages and support mineral beneficiation, particularly in the lithium sector. While this model has increased Zimbabwe's lithium revenues from $70 million in 2022 to over $600 million in 2024, it has raised significant concerns regarding environmental degradation, lack of community consultation, and the risk of perpetuating an extractive 'pit-to-port' model where high-value refining remains in China.

The report examines how the insurance and reinsurance sectors are responding to intensifying climate disruptions in global supply chains. It identifies critical structural, market, and modelling limits that undermine the industry's ability to absorb systemic risk, noting a trend toward 'un-insurability' in high-risk regions. The author argues that without a shift from simple risk transfer to a stewardship model integrated with long-term adaptation and public-private coordination, the sector may amplify rather than stabilize economic volatility.

The document details the use of a modified Regional Energy Deployment System (ReEDS) model to project US electricity demand from data centers and the resulting effects on the energy transition. It outlines five demand scenarios, including 'high data center demand growth', and evaluates them against various policy frameworks such as the Inflation Reduction Act (IRA) and the One Big Beautiful Bill Act (OBBBA). The analysis incorporates specific state-level emissions caps for Illinois, Michigan, and Wisconsin, and adjusts technology costs for nuclear and carbon capture and storage (CCS) to reflect conservative estimates. It also details the calculation of health damages from criteria pollutants and the social cost of greenhouse gas emissions.