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Critical Mineral Deep Dive: Lithium
This fact sheet from the Environmental and Energy Study Institute describes the role of lithium in the energy transition, its global supply chain, extraction methods, and the environmental and social impacts associated with its production.
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Document type: Fact sheet
LNG: Japan’s new export
Japan has become a major global LNG trader, significantly increasing its resales of US-sourced LNG to Asian markets between 2021 and 2025. This trade pattern, supported by Japanese government initiatives and financing, contributes to substantial lifecycle greenhouse gas emissions. The analysis shows that 16.5 billion kg of US LNG resold by Japan to Asia released 63.5 billion kg of CO2, with methane leaks and combustion being the primary drivers. The document argues that promoting LNG infrastructure in Asia risks locking in fossil fuel dependence and exacerbating climate-induced disasters in a region already vulnerable to extreme weather.
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Document type: Briefing
COMMENT ÉLECTRIFIER LA CROISSANCE DU CANADA
The report argues that Canada's historical advantage of low-cost electricity is at risk due to outdated grid infrastructure, cautious energy planning, and policy instability. By comparing Alberta, British Columbia, Ontario, and Quebec with international peers like Texas and Germany, the analysis finds that Canadian grids often under-plan for industrial growth and lag in flexibility and transmission capacity. The document recommends that the federal government support interprovincial coordination, provide targeted funding for grid expansion, ensure a stable Clean Electricity Regulation, and prioritize grid flexibility to maintain industrial competitiveness.
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Document type: Report
COUP DE CIRCUIT : rapport technique
The document outlines a comparative framework using six indicators—energy planning, flexible grid planning, transmission planning, electricity procurement, industrial rate modernization, and climate policy predictability—to assess the competitiveness of jurisdictions including Ontario, Alberta, Quebec, British Columbia, Germany, the UK, Norway, New South Wales, Washington, and Texas.
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Document type: Report
POWER PLAY: Technical Report
The document outlines a benchmarking framework used to assess how jurisdictions attract investment in wind, solar, and battery projects. It defines six metrics: energy planning, flexibility planning, transmission planning, electricity procurement, industrial rate modernization, and climate policy certainty. The report provides the specific data sources, scoring rubrics, and calculation methods used to evaluate Ontario, Alberta, Quebec, British Columbia, Germany, the United Kingdom, Norway, New South Wales, Washington, and Texas.
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Document type: Report
Climate Central’s Monthly Briefing Highlights from June 2026
June 2026 was the second-warmest June on record globally, with the Arctic experiencing its warmest June ever. In the U.S., 66% of the contiguous region faced abnormally dry or drought conditions by July 7, 2026, and the West and Southwest regions saw their warmest January-June period on record. A very strong El Niño is forecast to develop between October and December 2026, with an 81% probability, likely pushing global temperatures to or above 1.5C by October. Climate Central's analysis indicates human-caused climate change is a key driver of summertime warming in 91% of analyzed U.S. cities.
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Document type: Briefing
LET THE SUN IN: CLEAN ENERGY IS THE CHEAPEST WAY TO MEET RISING DEMAND
The report argues that meeting U.S. electricity demand growth through 2030 with a clean energy portfolio is more affordable and reliable than a fossil-fuel-heavy approach. Modeling shows that a clean energy scenario could save consumers $5.1 billion annually by 2030 and significantly reduce risks associated with volatile fuel prices and extreme weather. The analysis emphasizes the role of solar, wind, battery storage, and demand-side flexibility in reducing system costs and carbon emissions while maintaining grid resilience.
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Document type: Report
LET THE SUN IN: CLEAN ENERGY IS THE CHEAPEST WAY TO MEET RISING DEMAND
The report compares two pathways for meeting U.S. electricity demand growth through 2030: one relying on fossil fuels and another on clean energy. It finds that a clean energy scenario reduces the incremental cost of meeting demand by $5.1 billion annually in 2030 and offers greater protection against fuel price volatility. To realize these savings, the authors recommend setting ambitious clean energy targets, updating electricity system planning with market-based assumptions, reducing permitting and interconnection barriers, implementing fuel cost sharing to manage risk, improving grid utilization through technologies like surplus interconnection and high-performance conductors, and harnessing demand-side resources such as virtual power plants and distributed energy technologies.
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Document type: Report
Enhanced Trade Partnerships: A Sustainability Benefit from Non-Binding Agreements
The paper examines the UK's Enhanced Trade Partnerships (ETPs), which are non-binding memoranda of understanding that sit between informal commercial meetings (JETCOs) and binding Free Trade Agreements (FTAs). While ETPs frequently reference sustainability and can facilitate 'green' trade and regulatory diplomacy, the author argues they primarily serve offensive trade interests and lack the civil society oversight necessary to prevent 'greenwashing'.
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Document type: Research paper
The Multi-Family Housing Tracker
The Multi-Family Housing Tracker documents the significant increase in private equity ownership of U.S. apartment complexes, noting that 228 identified firms own nearly 3 million units, or approximately 13% of the national total. The report highlights a heavy concentration in Sunbelt states and metropolitan areas, correlating these regions with sharp increases in 'cost-burdened' renters. It details a business model focused on rapid value increases through rent hikes and additional fees, while documenting widespread tenant complaints regarding poor maintenance, aggressive evictions, and the use of algorithmic pricing software like RealPage. The document concludes with recommendations for landlords, public officials, and institutional investors to implement rent caps, just-cause eviction protections, and responsible investment standards.
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Document type: Report
Toxic Inequality: Latine Communities Face Rising Air Pollution
The document highlights the systemic environmental inequality facing Latino communities in the U.S., who are nearly three times more likely than white communities to live in areas with the worst air pollution. It identifies fine particulate matter (PM2.5) and ground-level ozone as primary threats, exacerbated by methane emissions and wildfire smoke. The text warns that rollbacks of EPA protections, including the dismantling of the Good Neighbor Rule and the erasure of the 2009 Endangerment Finding, threaten public health. It concludes by demanding enforceable air quality standards, investments in green infrastructure, and a transition to renewable energy.
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Document type: Statement
Grid-Scale Virtual Power Plants are Here. Have Utilities Noticed?
Virtual power plants (VPPs) are reaching scales that rival traditional power plants, with some programs exceeding 1 GW. Despite this, the document finds that utilities often fail to properly model VPPs in integrated resource plans (IRPs) and distribution system plans (DSPs), frequently treating them as fixed load adjustments rather than selectable resources. This planning gap leads to an underestimation of VPP value and a risk of redundant infrastructure investment. The author recommends that regulators and utilities develop detailed resource attributes for VPPs, allow for their growth in models, and evaluate their benefits across both bulk power and distribution systems.
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Document type: Policy brief
COMMENTS OF UTAH PHYSICIANS FOR A HEALTHY ENVIRONMENT, AIR ALLIANCE HOUSTON, CALIFORNIA COMMUNITIES AGAINST TOXICS, COALITION FOR A SAFE ENVIRONMENT, COMMUNITY IN-POWER AND DEVELOPMENT ASSOCIATION, THE COMING CLEAN NETWORK, ENVIRONMENTAL JUSTICE HEALTH ALLIANCE FOR CHEMICAL POLICY REFORM, MOMS CLEAN AIR FORCE, SIERRA CLUB, TEXAS ENVIRONMENTAL JUSTICE ADVOCACY SERVICES, UNION OF CONCERNED SCIENTISTS, AND EARTHJUSTICE
The document argues that the EPA's 2026 proposed rule to weaken the Risk Management Program (RMP) is unlawful, arbitrary, and contrary to the Clean Air Act's mandate to prevent accidental chemical releases. The commenters contend that the proposal prioritizes industry cost savings and deregulatory executive orders over public health and safety, specifically threatening vulnerable populations and children. They call for the full implementation of the 2024 SCCAP Rule, the restoration of the RMP Public Data Tool, and the retention of critical safety requirements including safer technology analyses, third-party audits, and natural hazard planning.
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Document type: Statement
The Geothermal Supply Chain Is America’s to Gain — or Lose
The United States is well-positioned to lead the next-generation geothermal supply chain due to significant overlaps with the oil and gas industry, though gaps remain in superhot rock (SHR) compatible rigs and power conversion turbomachinery. While investment in the sector grew from $22 million in 2018 to $2.2 billion in 2025, the report warns that equipment supply chains could become a bottleneck for national-scale adoption. Developing a domestic supply chain could create over 100,000 jobs in wellfield and plant operations and catalyze manufacturing growth in regions like Louisiana, Texas, Oklahoma, Georgia, New York, North Carolina, and South Carolina. To secure this advantage, the report recommends expanding the 45X advanced manufacturing production tax credit to geothermal and improving data on equipment capacity and production costs.
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Document type: Report
Wildfire Risk to Homes, Roads, and Power Lines Across the U.S.
Climate Central analyzed data from 476 weather stations to track fire weather trends in the contiguous U.S. between 1973 and 2025. The analysis reveals a significant increase in fire weather days, particularly in the western U.S., where conditions are intensifying in spring and summer. While the eastern U.S. has seen smaller increases, some areas in the Southeast and Northeast are experiencing more frequent fire weather. The report highlights that climate change is driving these trends through warming temperatures and decreasing relative humidity, which prime landscapes for wildfires to ignite and spread.
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Document type: Report
Unpacking the PJM CIFP Decision: What PJM States Can Do to Ensure Affordable, Reliable Electricity During the Data Center Boom
The PJM region expects approximately 30 GW of new electricity demand by 2030, primarily from data centers, amid rising capacity market prices and slow interconnection timelines. In response, the PJM Board's January 2026 CIFP-LLA decision establishes a regional framework for load forecasting, 'bring-your-own resource' options, a 'connect and manage' curtailment approach, and a 'reliability backstop' capacity auction. RMI argues that states must operationalize this framework through specific retail-level actions: establishing large load tariffs (LLTs) to prevent cost-shifting, improving load forecast validation to reduce speculative requests, and implementing non-firm service tariffs to prioritize the curtailment of large loads over residential customers. Additionally, the briefing recommends that states pursue permitting reforms to accelerate new generation, deploy virtual power plants (VPPs) and advanced transmission technologies (ATTs) to expand grid capacity, and coordinate regionally to advocate for deeper PJM generator interconnection reforms.
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Document type: Briefing
Build Here: How Targeted State Investment in Geothermal Can Fill California’s Clean Firm Gap
The report argues that next-generation geothermal, specifically enhanced geothermal systems (EGS), can provide the 'clean firm' power California needs to reach its 2045 goals affordably. Modeling shows that EGS could reduce annual electricity supply costs by $10-44 billion and decrease the required pace of solar installation from 10 GW/year to 3 GW/year. While projects are currently being developed in other western states, the authors argue that in-state development would further save $3.5-5.5 billion annually and reduce interregional transmission needs by 28-53%. To overcome the 'missing middle' of financing for high-risk exploration wells, the report recommends California establish a public subsurface mapping and testbed program similar to the DOE's FORGE project in Utah.
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Document type: Report
Monthly Climate Reports | National Climate Report | May 2026
The May 2026 report highlights that the month was the second-warmest on record globally, with carbon dioxide levels reaching a new monthly peak of 432.3 ppm. In the United States, spring 2026 was the second-warmest on record for the contiguous U.S., while 77% of the region experienced abnormally dry or drought conditions as of early June. The report also notes a developing potentially very strong El Niño and record-low snowpack in several western states.
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Document type: Briefing
Comment in Support of HB5000 (Health Facilities Planning.)
The Private Equity Stakeholder Project supports Illinois HB5000, arguing that private equity's expansion into healthcare—through leveraged buyouts, roll-ups, and joint ventures—often leads to higher prices, increased debt, and reduced quality of care. The document details specific financial tactics like sale-leasebacks and dividend recapitalizations, and highlights the growth of private equity in ambulatory surgery centers and physician practice management, urging regulators to increase oversight to protect patient access and cost.
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Document type: Statement
Global Electricity Insights
In 2025, clean power met all global electricity demand growth for the first time since the pandemic, as China's fossil generation plateaued. Solar power is the primary driver of this shift, and the deployment of battery storage is increasingly enabling solar to displace fossil fuels during non-daylight hours. India is expected to follow a less coal-reliant path than China due to lower energy intensity and the maturity of low-cost clean technologies.
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Document type: Report