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This briefing from RMI and the New Energy Industrial Strategy (NEIS) Center analyzes the global energy crisis triggered by the US-Iran war. It argues that while governments are currently relying on short-term fixes like strategic reserves and subsidies, the crisis provides an opportunity to accelerate the transition to clean energy, electrification, and efficiency to reduce long-term vulnerability to volatile global fuel markets.

A report by Ember analyzing how the expansion of wind and solar capacity in Britain mitigated the economic impact of a fossil fuel crisis in early 2026, which was triggered by conflict in the Middle East.

The Climate Bonds Initiative report argues that the European Union must accelerate its energy transition to eliminate a critical vulnerability: its 60% reliance on fossil fuel imports. It proposes a five-step strategy focusing on electrification, grid connectivity, flexibility, industrial decarbonization, and the use of the EU Methane Regulation to phase out imports from high-risk suppliers like Russia and the US. The report highlights that while 89% of end-energy demand can be electrified, current investment levels (2.1% of GDP) fall short of the 1.5 trillion euros per year required by 2050.

This report by the International Institute for Sustainable Development (IISD) analyzes the dispute settlement function within national investment laws, based on a review of 167 laws. It examines the prevalence of adjudicative mechanisms like national courts and arbitration, as well as non-adjudicative options such as administrative review and amicable settlement. The report warns against the risks of 'advance consent' to international arbitration and provides a framework for policy-makers to assess and reform their national investment laws to minimize legal and financial risks.

This report by the International Institute for Sustainable Development (IISD) analyzes the dispute settlement functions within 167 national investment laws. It examines the prevalence of various mechanisms—including national courts, arbitration, administrative review, and amicable settlements—and provides a framework for policymakers to design or reform these laws to minimize legal and financial risks, specifically warning against the inclusion of prior consent to international arbitration.

A report by Zero Carbon Analytics explains how conflict in the Middle East is triggering an energy crisis in Bangladesh due to its heavy reliance on imported fossil fuels, particularly those passing through the Strait of Hormuz. The document details the resulting fiscal strain, industrial disruptions, and the systemic risks of delaying a transition to renewable energy.

This briefing by Ember analyzes the impact of a March 2026 energy shock caused by conflict in the Middle East, which led to spikes in European gas prices and increased fossil import costs. The document highlights how varying levels of reliance on gas for electricity generation across EU member states create disparate levels of exposure to price volatility, arguing that reducing gas dependency is the only effective way to build resilience against such shocks.

This report by Ember analyzes the impact of a March 2026 escalation of conflict in the Middle East on European energy prices. It highlights how the resulting spike in gas prices increased the EU's fossil import bill and electricity costs, while demonstrating that countries with lower reliance on gas-fired power, such as Spain, are more resilient to such shocks.

This fact sheet by RMI explains the liquefied natural gas (LNG) supply chain, the United States' role as a leading exporter, and the environmental and economic impacts associated with the liquefaction and transport of gas over long distances.

This document is the 'Purpose and Scope' section of a special report titled 'Stagnation or Growth? Algeria’s development pathway to 2040'. It outlines the use of the International Futures modelling platform to analyze Algeria's current development state and project its trajectory to 2040, contrasting a 'Current Path' forecast with a positive 'Algerian Dream' scenario characterized by democratic governance and prosperity.

This research paper examines the increasing flow of foreign direct investment from Gulf Cooperation Council (GCC) countries—specifically the UAE, Saudi Arabia, and Qatar—into Africa. It details how these states are leveraging Africa's renewable energy potential and mineral resources to diversify their own hydrocarbon-dependent economies and secure food supply chains, while providing Africa with an alternative to Western and Chinese financing to address its infrastructure gap.

The report 'Shockproof: how electrification can strengthen EU energy security' by Ember argues that accelerating the electrification of the EU economy, powered by homegrown renewables, is the primary mechanism to reduce the bloc's high dependency on imported fossil fuels. It suggests that fossil import dependency could be halved by 2040 through the adoption of mature technologies like electric vehicles and heat pumps.

This report analyzes Thailand's draft revised power development plan (RPDP), which targets a 51% renewable energy share by 2037 to support economic growth in sectors like data centers and EVs. While the plan increases renewable capacity and phases out some fossil fuels, the report warns that continued reliance on imported liquefied natural gas (LNG) exposes the Thai economy to price volatility and geopolitical risks.

This report by Ember examines the critical role of electricity interconnectors in maintaining European energy security, preventing blackouts, and mitigating the impact of geopolitical conflicts and sabotage. It argues that expanding and securing cross-border grid capacity is a vital element of protecting European society against hybrid warfare and technical failures.

This research paper by the International Institute for Sustainable Development (IISD) argues that expanding liquefied natural gas (LNG) exports is a risky economic and environmental strategy for Canada. The authors contend that LNG fails to provide energy security for importers or economic resilience for exporters due to extreme price volatility, high infrastructure costs, and a global shift toward cheaper renewable energy. The document highlights that Canadian projects face significant competitiveness challenges against producers like the United States and Qatar, while importing regions in Europe and Asia are actively reducing their LNG demand.

The 2024 Global Electricity Source Trends report by Ember analyzes global electricity generation across solar, wind, hydro, nuclear, gas, and coal, highlighting record growth in solar and wind alongside fluctuating trends in fossil fuels and nuclear power.

The April 2025 Peace & Security Council Report by the Institute for Security Studies evaluates the African Union's (AU) peace and security architecture, focusing on the second term of PAPS Commissioner Bankole Adeoye, regional divisions in North Africa, the new AUSSOM mission in Somalia, and the challenges of mediation in the Democratic Republic of the Congo.

This report by Ember analyzes the impact of the UK government's Clean Power 2030 Action Plan on energy import reliance. It finds that while the plan significantly reduces gas imports for electricity generation, the wider UK economy remains vulnerable due to continued reliance on imported oil for transport and gas for domestic heating. The report argues that comprehensive electrification of heating and transport is necessary to fully stabilize energy bills and enhance national energy security.

This report by Trend Asia and debtWatch Indonesia argues that the promotion of Liquefied Natural Gas (LNG) as a "transition fuel" in Indonesia, supported by Multilateral Development Banks (MDBs), undermines the Paris Agreement and locks the country into long-term fossil fuel dependency. The document details the environmental, social, and governance risks associated with gas infrastructure, including methane emissions, corruption, and human rights violations.

The Production Gap Report 2025 by the Stockholm Environment Institute finds that global fossil fuel production plans are increasingly divergent from the Paris Agreement's goals. Governments are collectively planning higher levels of production for coal, oil, and gas than in 2023, with projected 2030 production exceeding 1.5ºC-consistent levels by more than 120%.