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The report assesses the current state of critical mineral supply chains across ASEAN Member States, highlighting the region's role as a major producer of nickel, tin, and rare earths. It examines the impact of the energy transition and digital revolution, analyzing value chain stages from exploration to recycling. The study emphasizes the potential for regional integration, particularly in electric vehicle (EV) and battery manufacturing, while cautioning on the need for robust environmental, social, and governance (ESG) standards to attract investment and ensure sustainable development.

The report investigates the ESG performance of Chinese-led infrastructure projects across Africa and Southeast Asia, arguing that failures often stem from a combination of opaque procurement processes, weak host-country institutional capacity, and the agency of Chinese contractors. It highlights five critical areas of concern: tender and impact assessment processes, land acquisition and community displacement, debt transparency, inter-authority conflict, and long-term economic viability. Through case studies in countries such as Kenya, Cambodia, Indonesia, Zimbabwe, and Nigeria, the report demonstrates how the 'adaptive governance' of Chinese firms—adjusting standards to match weak local regulations—often leads to negative socio-environmental outcomes. It concludes that while China is developing domestic ESG frameworks, these are not consistently applied overseas, and recommends greater loan transparency and the establishment of independent ESG feasibility studies.

The document analyzes India's complex textile value chain, highlighting significant environmental pollution from water-intensive cotton production and toxic dyeing processes. It identifies a fragmented supply chain, high competition, and outdated technology as primary barriers to sustainability, while suggesting that increased stakeholder collaboration, government incentives, and a shift toward 'slow fashion' could drive a sustainable transition.

The document analyzes the scale and geographic distribution of the global plastics trade, which reached a value of at least $1.2 trillion in 2021. It categorizes trade into non-hidden, semi-hidden, and hidden flows, noting that official Harmonized System (HS) codes fail to capture significant volumes of embedded plastics and packaging. The analysis identifies China, the EU, and the US as dominant players and highlights the shift of plastic waste flows toward developing Asia-Pacific nations following China's import bans. The authors argue for updating HS classifications in the 2027 cycle to improve data on polymer types, recycled content, and chemicals of concern to support global efforts to end plastic pollution.

The document analyzes the demographic divergence between China, whose population is declining and ageing, and Africa, whose population is growing. It highlights that China has integrated demographic change into its long-term development planning since the 1980s, positioning its companies to seek growth in Africa. The author suggests that China's model of managing the interaction between economic and demographic change serves as a useful reference for African economies, which largely remain low or lower-middle income.

The document asserts that nuclear energy is essential for a decarbonized global energy system to provide 'clean firm' power, reducing reliance on over-built variable renewables and expensive long-duration storage. It identifies a 'profoundly dysfunctional' current delivery model characterized by high costs and delays, exemplified by the Vogtle 3 and 4 projects in Georgia. To achieve a target build rate of hundreds of Gigawatts per year, the author proposes transitioning from bespoke construction projects to standardized, commoditized 'products' with capital costs below $4,000/kw and delivery times of 3-5 years. Key recommendations for U.S. policy include reforming the Nuclear Regulatory Commission (NRC) to adopt performance-based licensing, establishing a 'sandbox' for testing new designs, creating an International Bank for Nuclear Infrastructure, and ensuring the domestic availability of high assay low enriched uranium (HALEU).

ReNew2030 is a coalition of philanthropic and civil society organisations aiming to scale global wind and solar capacity fivefold by 2030 to align with the 1.5°C warming limit. Funded via The Audacious Project, the initiative focuses on renewables financing, energy transition equity, and corporate mobilisation. The coalition includes regional climate foundations from Africa, China, the US, Europe, Mexico, and Brazil, and is hosted by The European Climate Foundation.

The paper examines the rise of trade measures based on non-product-related process and production methods (PPMs) used to address climate change, biodiversity loss, and human rights. It analyzes the legal requirements for such measures to be WTO-compliant, highlighting the importance of non-discrimination and proportionality. The authors provide examples of current PPM-based policies, including forced labour import bans, deforestation-free supply chain regulations, and sustainability-linked tariff preferences in regional trade agreements, while noting ongoing WTO disputes between the EU, Indonesia, and Malaysia over biofuels.

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.

In 2022, global electricity generation remained dominated by fossil fuels at 61%, though wind and solar reached a record 12% share. Despite record growth in renewables, global power sector emissions hit an all-time high of 12,431 mtCO2, driven by rising demand in major economies like China and India. The report highlights a gap between current trends and the IEA Net Zero Emissions scenario, which requires a rapid phase-out of unabated coal and gas by 2035-2040.

In 2022, China's power demand grew by 4.4% (374 TWh), with wind and solar generation increasing by 26% to meet 69% of the net demand increase. Despite this clean energy growth, coal generation reached an all-time high in absolute terms (5,420 TWh), though its share of the electricity mix fell to 61%. Since 2000, China's total power sector emissions have increased fivefold to 4,694 MtCO2, even as emissions intensity declined by 21%. To reach a net zero power sector by 2040, China would need to reduce emissions by 261 million tonnes of CO2 annually.

In 2022, global electricity reached its lowest emissions intensity ever at 436 gCO2/kWh, with wind and solar hitting a record 12% of generation. Despite this, total power sector CO2 emissions reached a record high of 12,431 mtCO2 because wind and solar growth could not fully keep pace with a 2.5% increase in global electricity demand. This gap was filled by coal and other fossils, with coal generation rising by 108 TWh to a record 10,186 TWh. While clean electricity sources other than wind and solar saw their first year-on-year decline since 2011 due to nuclear outages and droughts, 2022 is characterized as an 'accelerator year' due to policy shifts like the EU's REPowerEU and the US Inflation Reduction Act.

The global electricity system is transitioning toward clean energy, with wind and solar emerging as dominant forces. In 2022, wind and solar met 80% of the increase in global electricity demand. However, other clean sources like nuclear and hydro are underperforming relative to 1.5°C pathways. The report predicts a structural tipping point as soon as 2023, where clean power growth may finally exceed total electricity demand growth, leading to an enduring decline in fossil fuel generation. While coal plant closures have slowed, particularly in China and India, the report suggests a simultaneous phasedown of both coal and gas power is becoming likely, especially in G7 countries and Asia due to energy security and cost concerns.

The We Mean Business Coalition calls on G7 leaders to accelerate the transition to clean energy through specific policy targets, including the phase-out of coal by 2030 and the elimination of fossil fuel subsidies by 2025. The document argues that such policies provide the necessary clarity for the private sector to invest in renewables, electrification, and energy efficiency, while noting that clean energy investments could boost global GDP by 4% by 2030.

The global GSS+ debt market reached a cumulative volume of USD3.7tn by the end of 2022, though new issuance fell 24% year-on-year to USD858.5bn due to rising interest rates and macroeconomic instability. Green bonds remained the dominant theme, accounting for 58% of 2022 volumes at USD487.1bn, while social bonds saw the steepest decline (41%) as COVID-19 recovery funding tapered. Transition bonds were the only segment to grow, increasing 5% to USD3.5bn, driven by policy support in China and Japan. The report also highlights the emergence of sovereign sustainability-linked bonds (SLBs) in Chile and Uruguay and the need for a dedicated Climate Resilience Taxonomy to scale adaptation and resilience (A&R) financing.

The document defines greenwashing in the financial sector as false or misleading representations of environmental impact and warns that it can misallocate capital and undermine the Paris Agreement. It outlines five categories of evolving regulation—disclosure, labelling, ratings, taxonomies, and net zero integrity—and classifies enforcement actions into brand, product, financing, and reporting greenwashing. To mitigate risk, the guide proposes 'five pillars' of guarding against greenwashing: screening claims, ensuring transparency, aligning internal actions with public image, monitoring regulatory changes, and adhering to fiduciary duties.

The report finds that all 15 assessed products in Belgian supermarkets make misleading carbon neutrality claims because they rely on carbon credits that do not provide climate benefits equivalent to the emissions generated. The analysis highlights systemic issues with carbon offsets, including a lack of additionality in renewable energy projects and a lack of permanence in forest-based sinks. Furthermore, the report notes a lack of transparency in company-level climate strategies and a conflict of interest within the third-party certification industry.

In 2022, wind and solar reached a record 12% share of global electricity, driving carbon intensity to a record low of 436 gCO2/kWh. However, absolute power sector emissions reached an all-time high of 12,431 mtCO2 because clean power growth did not fully meet rising global demand, which grew by 2.5% (+694 TWh). While coal generation rose by 1.1% to a record 10,186 TWh, the report forecasts that 2023 could be the first year of structural decline in fossil generation and the peak for power sector emissions. The analysis highlights a significant gap between current growth and the IEA NZE pathway, which requires wind and solar to reach 41% of global generation by 2030.

The document argues that U.S. manufacturing is responsible for a quarter to a third of national greenhouse gas emissions and proposes a suite of policy interventions to transition to clean industry. Key recommendations include trade mechanisms like carbon border adjustments, green public procurement, direct financial support for early-stage technologies, and the implementation of emissions and energy efficiency standards. It emphasizes the need for a combination of R&D support, subsidies for clean production, and improved lending mechanisms to ensure U.S. industry remains competitive against international producers while achieving decarbonization.

The report finds that while the 'return of coal' did not materialize globally in 2022, the pace of retirements remains insufficient to meet Paris Agreement targets. China is a major outlier, with its coal capacity in development increasing by 38% in 2022, while capacities in the rest of the world decreased by 20%. In the EU and UK, coal use saw a marginal 1% increase due to the gas crisis, but long-term trends remain downward. In Sub-Saharan Africa, coal projects persist despite funding shortages, though some successful just transition initiatives, such as the Komati plant retirement in South Africa, provide a potential model for the region.