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‘United by chaos:’ Examining the Russian nexus to online networks of nihilistic violence
The report examines 'the Alliance,' a coalition formed in April 2026 within the 'Com Network' that coordinates fragmented groups of nihilistic violence. The Alliance is characterized by an emphasis on offline violence, operational sophistication, and a shared goal of creating 'Chaos.' The author identifies several indicators of possible Russian state sponsorship, including financial incentives for violence, advanced technical infrastructure, and coordinated propaganda. While the broader Com remains an organic youth ecosystem, the Alliance represents a shift toward professionalized, potentially state-linked hybrid warfare using 'disposable agents' for arson and sabotage globally.
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Document type: Report
2026 Private Equity Climate Risks Scorecard
The 2026 Private Equity Climate Risks Scorecard reveals that 20 private equity firms, managing $7.3 trillion in assets, back 244 energy companies operating over 1,050 fossil fuel assets. These portfolios generate approximately 1.5 gigatons of annual greenhouse gas emissions, a volume that exceeds the emissions of the international shipping and aviation industries and ranks fifth globally, behind China, the U.S., India, and Russia. The report highlights that these firms own 15,000 miles of pipelines and 124GW of capacity across 324 fossil fuel plants. Furthermore, an analysis of dedicated oil and gas private equity funds active since 2001 indicates poor financial performance, with inflation-adjusted returns being negative on average. The document concludes that most of the studied firms have made limited progress in aligning their portfolios with climate standards to mitigate climate and financial risks.
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Document type: Executive summary
Estimating the deadly consequences of Equinor’s fossil fuel product use
The briefing estimates that fossil fuels sold by Equinor in 2025 will cause between 34,000 and 58,000 additional deaths, while products sold since 2018 will result in 260,000 to 450,000 deaths. It contrasts these human costs with Norway's record fossil fuel export revenues, which reached 7,093,099 million NOK between January 2020 and July 2026. The document argues that the 'social cost of carbon' is significantly higher when including mortality, suggesting that Equinor's 2025 net operating income of $5 billion incurred a social cost of $66 billion.
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Document type: Briefing
Precarious Transparency: Artificial Intelligence, Space-Based ISR Capabilities, and US-China Strategic Stability
The report argues that AI-enhanced ISR creates "precarious transparency," where sensing advances are unevenly distributed across different tasks and scenarios. While these tools improve the detection of static objects and peacetime verification, they remain fragile when applied to tracking mobile missiles or operating under wartime countermeasures. The authors conclude that these capabilities asymmetrically favor the United States, which may provoke China to expand its nuclear forces or employ counterspace capabilities more aggressively, thereby increasing the risk of instability.
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Document type: Research paper
Wildfires: Security Risks and Military Responses
The 2026 wildfire season has seen record-breaking burn areas, with roughly 579,000 square miles burned globally in the first four months. This trend is driven by a powerful El Niño, hydroclimate 'whiplash', and the expansion of fires into previously immune regions. These conditions have led to over 110 military deployments across 49 countries between January and July 2026, straining defense priorities and threatening critical infrastructure. The document analyzes different military response models—ranging from Spain's dedicated standing unit (UME) to Indonesia's integrated civilian-military approach—and recommends expanding collaborative models, investing in joint training, and building international interoperability to manage wildfires as a standing security challenge.
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Document type: Briefing
Poland (POL) Country Profile
Poland integrates national health as a key component of its national security, managed through the Government Centre for Security (RCB) and the Ministry of Health. While the 2022 National Crisis Management Plan (KPZK) provides detailed response modules for biological incidents, the document argues that Poland lacks a dedicated national biodefense strategy. Current priorities include investing in real-time disease forecasting, diagnostic facilities, and securing pharmaceutical supply chains within the EU.
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Document type: Fact sheet
AI and the Hunt for Ballistic Missile Submarines
The research evaluates the impact of AI on the detectability of SSBNs, finding that AI enhancements are most effective in shallow waters (0-200 ft). This creates asymmetric strategic risks: the US enjoys a geographic advantage with direct deep-water access, while Russia and China's reliance on 'bastion' strategies is reinforced by AI's ability to secure shallow perimeters. The UK and France are identified as particularly vulnerable during the transit phase from port to deep ocean. While AI improves the 'Search' and 'Classify' phases of the detection chain, the authors conclude that fundamental physics and the cost asymmetry between seeking and hiding prevent the realization of 'transparent oceans,' though the perception of such a shift could destabilize nuclear strategic stability.
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Document type: Research paper
Plantar árboles ayuda a combatir el cambio climático, pero no hace milagros
The document outlines the limitations and complexities of reforestation as a climate strategy, emphasizing that avoiding deforestation is generally faster and cheaper than planting new trees. It highlights the importance of using native species, the role of indigenous peoples in carbon sequestration, and the physical limits of available reforestable land. The guide advises journalists to scrutinize survival rates and land ownership rather than relying on the number of trees planted.
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Document type: Guide
¿Cómo puede la transición ecológica y justa derrotar al imperio fósil?
The author analyzes the shift from a period of 'climate cultural hegemony' following the 2015 Paris Agreement to a current phase of 'ecological backlash' driven by fossil capital and reactionary politics. To counter this, the text proposes a strategic shift where the energy transition is viewed not only as an ethical necessity but as a matter of national and continental sovereignty. Key recommendations include accelerating large-scale renewable projects, relocalizing the extraction of critical raw materials within Europe to reduce dependence on third countries like China, and diversifying strategic alliances through multilateralism.
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Document type: Research paper
Climate Finance Is Becoming Multipolar | World Resources Institute
An analysis of 14 major economies outside the traditional UNFCCC contributors reveals that they provided approximately $102 billion in voluntary climate finance from 2013 to 2023. The study highlights a shift toward a multipolar finance reality, where emerging markets and developing economies (EMDEs) are increasingly active, though their contributions remain fragmented in official reporting. The report emphasizes the need for inclusive reporting frameworks and the scaling of triangular partnerships and de-risking mechanisms to mobilize further private capital to meet global climate goals.
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Document type: Research paper
Renewables save $750 million in electricity subsidies in Türkiye
In the first five months of 2026, Türkiye's renewable electricity generation reached a record 87 TWh, accounting for 61% of total generation. This surge, driven largely by exceptionally high rainfall boosting hydropower, pushed wholesale electricity prices to historic lows, particularly in May 2026. Consequently, the gap between market prices and regulated residential tariffs narrowed, resulting in a $746 million reduction in government electricity subsidies compared to the previous year. The report argues that to sustain these low prices and mitigate the risk of drought-induced price spikes, Türkiye must streamline permitting for storage-integrated wind and solar, hybrid plants, and rooftop solar installations.
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Document type: Report
Niger: Introduction
Niger is a low-income, landlocked country in Western Africa facing severe developmental challenges, ranking 189th out of 191 countries on the 2024 Human Development Index. The country is characterized by extreme heat and rainfall variability, with desertification and climate change increasing vulnerabilities. Politically, Niger has experienced a history of instability, most recently marked by a July 2023 military coup that deposed President Mohamed Bazoum. This shift led to the withdrawal of French and US military forces and Niger's exit from ECOWAS and the G5 Sahel to join the Alliance of Sahel States and the Confederation of Sahel States. Despite seeking new partners like Russia, China, and Türkiye, the security situation remains precarious due to Islamist insurgent activity and internal dissent from groups such as the Patriotic Liberation Front.
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Document type: Report
Critical Mineral Deep Dive: Cobalt
This fact sheet from the Environmental and Energy Study Institute describes the role of cobalt as a critical mineral for the clean energy transition, detailing its applications in lithium-ion batteries, global distribution of reserves and production, and the significant human rights and environmental impacts associated with its extraction, particularly in the Democratic Republic of the Congo.
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Document type: Fact sheet
Hormuz crisis could cost Türkiye $14 billion
The 2026 Hormuz crisis, triggered by a US-Israel war with Iran, is projected to increase Türkiye's energy import bill by $14 billion by the end of 2026. This increase is driven by a 50% surge in Brent crude oil prices and a 45% rise in European gas prices. Türkiye's high import dependence—95% for natural gas, 83% for crude oil, and 60% for coal—makes its economy structurally vulnerable to global price shocks. Road transport is the largest contributor to the energy bill, accounting for nearly one-third of the total in 2025. The report suggests that transitioning to electric vehicles and heat pumps could permanently lower import costs, noting that 1 million electric cars could save $900 million annually and a 10% transition to heat pumps in homes could save $1 billion annually.
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Document type: Report
Wildcards and Megatrends: Great Power Implosion, Technology and Climate Change
The report identifies several disruptive factors that could alter global trajectories, including the potential implosion of major powers like the US or China, the risks of generative AI, and the accelerating biosphere crisis. It highlights Africa's extreme vulnerability to climate change and warns that AI may exacerbate economic inequality and state surveillance. The text also notes a growing divide between the West and the Global South, driven by perceived self-centeredness during the COVID-19 pandemic and differing geopolitical responses to conflicts in Ukraine and Gaza.
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Document type: Report
Global Breadbaskets
The report warns that climate change is increasing the probability of simultaneous crop failures in major global breadbaskets, which could trigger food price spikes, social unrest, and geopolitical instability. Using France, Germany, and India as examples, it projects significant increases in crop failure risks by 2040 and highlights how extreme heat undermines both agricultural yields and the labor and infrastructure necessary for food security. For Europe, these failures could be exploited by Russia through hybrid warfare and disinformation, while destabilizing import-dependent NATO and EU partners. The authors recommend that NATO and the EU integrate food security into resilience frameworks, protect agricultural aid, coordinate trade responses to avoid export bans, and increase investment in climate-smart agricultural R&D.
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Document type: Report
Navigating the European Union’s Carbon Border Adjustment Mechanism
The EU's Carbon Border Adjustment Mechanism (CBAM) transitioned from a reporting-only phase to a definitive period on January 1, 2026, introducing financial liabilities for importers of iron, steel, aluminum, cement, fertilizers, electricity, and hydrogen. Exporters must now provide verified actual emissions data to avoid high default values, which include annual markups of +10% in 2026, +20% in 2027, and +30% from 2028 onward. Financial liability is calculated based on embedded emissions, adjusted by a Free Allocation Adjustment (FAA) that phases out by 2034, and monetized through CBAM certificates linked to EU ETS prices. The guide emphasizes that verified actual emissions and documentation of carbon prices paid in the country of origin are critical for maintaining competitiveness and reducing costs.
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Document type: Guide
Perpetrators of conflict-related sexual violence
The paper argues that the armed organization to which a person belongs is the most powerful predictor of whether they become a perpetrator of conflict-related sexual violence. Using datasets like SVAC and ACLED, it finds that while state forces have historically been more frequent perpetrators, there is a recent trend of increasing reports involving rebel groups. The author identifies key organizational risk factors, such as forced recruitment and child soldiering, which use sexual violence as a socialization tool for group cohesion. Conversely, restraint is linked to strong internal governance, such as electoral leader selection and ideological norms. The paper suggests that policy interventions should target organizational structures and use risk factors as early warning indicators rather than focusing solely on individual perpetrators.
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Document type: Research paper
Beyond the Usual Suspects: Assessing Climate Finance From the Largest Non–Annex II Economies
The paper assesses climate finance provided by 14 non-Annex II countries, finding they contributed $102.38 billion between 2013 and 2023. While China is the largest contributor, other nations show a strong preference for adaptation. The study emphasizes the need to standardize this voluntary data to support the Baku to Belém (B2B) Roadmap and a multipolar financial system.
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Document type: Research paper
Food security in Europe is structurally exposed to energy markets through synthetic fertiliser
European agriculture's heavy reliance on synthetic nitrogen fertiliser, produced primarily from natural gas, creates a direct link between energy price shocks and food costs. Analysis of 17 EU member states from 2019-2024 reveals that EUR 16.4 billion was spent on fertiliser that was never taken up by crops, with EUR 6.1 billion spent on the embedded natural gas for that wasted input. Environmental damage from synthetic nitrogen application during this period is estimated at EUR 233.7 billion, dominated by water pollution. The report argues that reducing synthetic nitrogen use by up to 43% through precision management and legume integration could save farmers up to EUR 5.08 billion annually and significantly reduce gas dependency. Modeling shows that the post-Ukraine invasion energy crisis pushed wheat prices up by approximately 22%, establishing a lasting structural link between energy and food prices.
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Document type: Briefing