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The Changing Markets Foundation argues that the 2022 EU Strategy for Sustainable and Circular Textiles lacked sufficient ambition and calls for binding material footprint targets, a ban on the destruction of unsold goods, and mandatory disclosure of production volumes. It advocates for the decarbonisation of supply chains through financial support for Global South suppliers and the implementation of a textile-specific Unfair Trading Practices (UTP) directive to protect workers' rights and living wages. Additionally, the brief recommends strengthening the Substantiating Green Claims directive to require ex-ante verification of environmental claims and the inclusion of social impact data in Digital Product Passports.

The report finds a positive trend in European pension funds' commitment to sustainable investing, with significant growth in the adoption of mitigation targets and climate risk management. However, a persistent gap remains between these commitments and actual real-economy impact, as pension funds rarely invest directly in projects and often hold fragmented indirect ownership. The analysis highlights that larger funds, those in net-zero coalitions, and funds in countries with strong regulatory frameworks—such as the Nordic countries, the Netherlands, and France—are leading the transition. Key challenges include the gap between asset ownership and management, the difficulty of transitioning passive investments, and limited capital flow to emerging markets and developing economies (EMDEs).

Since 2023, Chinese firms have committed over US$100 billion in outbound foreign direct investment (OFDI) across at least 130 major cleantech transactions, spanning solar, wind, batteries, and new energy vehicles (NEVs). This 'going global' strategy is driven by domestic overcapacity, which has caused solar module prices to drop 60% and battery prices 50% year-on-year, and a need to circumvent trade barriers from the US and EU. The report highlights China's dominance in the global battery supply chain, where it holds over 80% of manufacturing capacity, and its expansion into markets like Morocco, Brazil, and Thailand. For Australia, the report notes that Chinese OFDI reached a multi-decade low of US$613 million in 2023, and argues that Australia should clarify its foreign investment rules to attract Chinese private capital for onshore value-adding in critical minerals and renewable energy infrastructure.

The report identifies a dual-track narrative strategy: 'Type A' narratives that exploit societal vulnerabilities to sow discord (such as anti-immigrant and gendered disinformation), and 'Type B' narratives that erode trust in democratic institutions (including electoral fraud and anti-West rhetoric). It details the use of advanced Tactics, Techniques, and Procedures (TTPs) based on the DISARM framework, highlighting the role of AI-generated deepfakes, website cloning, and coordinated inauthentic behavior. The findings suggest that despite EU guidelines under the Digital Services Act, voluntary recommendations are insufficient to protect democratic processes from these evolving, often state-sponsored, threats.

The report highlights that climate-smart agriculture (CSA) practices, particularly mulching and agroforestry, can significantly increase coffee yields and carbon sequestration in the East African Community (EAC). It notes a growing export market in the EU, which accounted for 60.1% of EAC coffee exports in 2021, but emphasizes that producers must adopt CSA to meet stringent EU sustainability, traceability, and phytosanitary requirements. Key barriers to CSA adoption include limited finance, land tenure issues, and inadequate extension services.

The EU is experiencing a surge in solar and wind power, which frequently exceeds demand during peak hours, leading to price volatility and negative electricity prices. While renewables are growing, the lack of system flexibility—such as battery storage and interconnectors—forces a continued reliance on fossil fuels during evenings and early mornings. The report highlights that by 2030, excess wind and solar power could reach 183 TWh across the EU, potentially saving €9 billion in annual gas costs if shifted effectively. It specifically notes Germany's role as a leader in battery capacity and suggests that further additions could significantly displace hard coal and gas. The document recommends removing regulatory barriers to co-location, implementing national flexibility strategies in National Energy and Climate Plans (NECPs), and establishing a comprehensive EU strategy for clean flexibility.

The document advocates for a progressive tax agenda to address extreme poverty and wealth concentration, particularly in Sub-Saharan Africa. It proposes several instruments: Financial Transaction Taxes (FTTs) to curb speculation and raise billions annually; net wealth taxes to target the super-rich; property taxes to leverage immobile assets; and Resource Rent Taxes (RTT) for the extractives sector. Using South Africa as a case study, the brief demonstrates that a combination of these taxes could generate substantial revenue to fund social protection, healthcare, and a Universal Basic Income Guarantee, potentially increasing GDP growth.

The document argues that South Africa should use its 2025 G20 presidency to address IMF governance and sovereign debt issues. It suggests the IMF needs formal operating procedures for 'new' issues like climate change and gender to avoid opaque, ad hoc management. Regarding debt, it critiques the Common Framework for being too time-consuming and recommends a more holistic approach to development finance to meet climate and Sustainable Development Goal (SDG) needs.

The report analyzes eight nature-based solutions (NbS) case studies across the EU and China, focusing on land, water, urban, and financing ecosystems. It evaluates these projects against the UNEA-5 definition and IUCN Global Standard, highlighting successes in large-scale landscape restoration and the role of research programs like Horizon 2020. Key findings emphasize that while NbS are increasingly mainstreamed, challenges remain in inclusive governance and private sector financing. The document recommends enhanced bilateral lesson-sharing, the development of a global costs-benefits database, and the use of standardized assessment tools to prevent greenwashing.

ClientEarth argues that the EMFAF and its predecessor (EMFF) have failed to meet their objectives, with significant funding still supporting capacity-enhancing and biodiversity-harming subsidies. The organization calls for a categorical prohibition of harmful subsidies by 2027, increased funding for Marine Protected Areas (MPAs) to meet EU nature restoration targets, and a shift in financial priority toward small-scale and low-impact fishers (SSF), who currently receive a disproportionately small share of funding compared to industrial fleets.

The policy brief outlines three core principles for the implementation of the EU's Social Climate Fund (SCF): ensuring meaningful public participation, prioritising structural solutions over temporary relief to avoid fossil fuel lock-ins, and mobilising additional financing beyond the mandatory 25% contribution. It argues that the SCF's budget of EUR 65 billion is insufficient to tackle the root causes of energy and transport poverty and calls for the redirection of ETS revenues and the elimination of fossil fuel subsidies to support vulnerable households.

The report identifies several areas for reform in ISDS compensation, including the definition of compensable loss, the treatment of future profits, and the use of valuation techniques. It suggests that states can limit tribunal discretion by specifying protected interests, capping compensation at the amount invested, or excluding speculative income-based valuation methods like discounted cash flow (DCF). Additionally, it proposes incorporating balancing factors—such as the public interest or the respondent state's GDP—and reforming evidentiary processes to reduce bias from party-appointed experts. The report concludes that these reforms can be implemented through national model treaties, bilateral agreements, or multilateral forums like UNCITRAL Working Group III.

The document defines traditional and synthetic securitization and analyzes how these mechanisms can be used by fossil fuel companies to diversify funding and manage balance sheets. It critiques current 'green' securitization definitions for being too broad and proposes a three-dimensional framework—focusing on use of proceeds, asset character, and company commitment—to prevent the mechanism from indirectly financing fossil fuel expansion. Reclaim Finance advocates for a regulatory framework that ensures transparency and restricts securitization to sustainable energy activities.

Reclaim Finance analyzes 243 sectoral targets from 30 global banks, concluding that most are ineffective due to flawed methodologies, partial coverage, and a lack of transparency. The report specifically criticizes the use of PCAF attribution factors, which can make emissions appear to drop even if real-world emissions remain flat. It recommends shifting toward targets based on financing volumes for fossil fuels, absolute sectoral portfolio emissions, and physical intensity for industrial sectors to drive genuine decarbonization.

Agri-PV, the simultaneous use of land for food production and solar electricity, offers significant potential for Central Europe to increase renewable energy generation and improve farmer livelihoods. Analysis shows that Czechia, Hungary, Poland, and Slovakia could deploy 180 GW of agri-PV, potentially tripling the region's annual renewable electricity production. While agri-PV can increase yields for certain crops like berries by up to 16%, it can also offset yield losses in shade-sensitive crops like wheat through electricity revenues. Despite this, Czechia is currently the only country in the region with agri-PV legislation, and the report recommends that other Central European governments introduce regulations to secure CAP subsidies and incentivize the transition.

The report finds that while international public finance for fossil fuels from CETP signatories has decreased significantly, there has not been a corresponding increase in clean energy finance. Many signatories lack quantitative targets or comprehensive policies to prioritize clean energy, and some high-income countries continue to violate the pledge by financing fossil fuel projects.

The briefing argues that the Energy Charter Treaty's (ECT) survival clause obstructs climate mitigation by allowing fossil fuel investors to seek compensation for government phase-out measures for 20 years after a state's withdrawal. To address this, the authors provide a model 'inter se' agreement that allows the EU and other non-EU contracting parties to modify the treaty among themselves to delete the survival clause. The document asserts that this modification is legally viable under Article 41 of the Vienna Convention on the Law of Treaties (VCLT), as it does not affect third-party rights, is not prohibited by the ECT, and aligns with the treaty's stated environmental objectives and the Paris Agreement.

In the first half of 2024, wind and solar power generated 30% of the EU's electricity, surpassing fossil fuels (27%) for the first time. This transition occurred despite a 0.7% increase in electricity demand. Fossil fuel generation fell by 17%, with coal dropping by 24% and gas by 14%. Renewables overall provided 50% of the EU's electricity, aided by a 21% rebound in hydro generation. Power sector emissions decreased by 17% compared to the same period in 2023, and are 31% lower than in the first half of 2022. While capacity additions are high, the report notes a gap between national ambitions and the EU's 2030 targets under the REPowerEU plan, particularly for wind energy.

The report addresses the barrier of limited grid capacity in Europe's energy transition, proposing the use of hosting capacity maps to help developers of renewables, electrolysers, and data centres select optimal connection locations. It notes that while EU legislation now mandates these maps for TSOs and DSOs, there is a lack of specificity in their design. The authors provide a framework for an "ideal" map, recommending substation-level granularity, open-source data access, and the inclusion of planned grid investments to improve network efficiency and investment speed.

The briefing establishes that fossil fuels are responsible for approximately 70% of carbon dioxide emissions since the industrial revolution, with a small number of companies contributing a disproportionate share. It highlights the role of attribution science in linking specific extreme weather events to climate change and details the growing trend of using the 'polluter pays' principle in litigation and legislation to hold these companies financially accountable. The document further argues that to meet the 1.5C target, global fossil fuel production must decrease significantly by 2030, supported by a transition to renewable energy and electric vehicles.