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The document asserts that climate change is a systemic financial risk that threatens the global economy and the living conditions of beneficiaries, thereby making climate action an integral part of an asset owner's fiduciary duty. It advocates for a 'systemic approach' that prioritizes long-term stability over short-term gains, urging asset owners to halt capital allocation to fossil fuel expansion, engage aggressively with portfolio companies, influence asset managers, and advocate for ambitious public policies. The report highlights that current risk models often underestimate the potential for catastrophic economic losses, which could reach 50% of global GDP by the end of the century.

The F-List 2026 identifies 1,321 contracts between 802 agencies and 386 fossil fuel clients across 73 countries. The report argues that creative agencies facilitate a 'creative cover-up' by positioning fossil fuels as essential for energy security and economic stability, while often ignoring the 'advertised emissions' generated by these campaigns in their own sustainability reporting. Key findings highlight that Omnicom holds the highest number of fossil fuel contracts ever recorded (118), while Edelman is identified as having the highest financial dependency on fossil fuel income among holding companies at an estimated 5.64% of revenue. The report also notes a trend of using natural gas as a 'driver of progress' in recent campaigns in Japan and Colombia.

The document reports that non-fossil sources reached a record 46.2% of the global electricity mix in April, with wind and solar accounting for 21.3%. It discusses how the instability of the Strait of Hormuz has exposed the fragility of fossil fuel supply chains, prompting countries like China, Poland, and the Philippines to accelerate electrification and renewable energy adoption. Despite this, global fossil fuel subsidies are expected to exceed USD 1 trillion this year, and major energy firms like Shell and BP are pivoting back toward traditional oil and gas models. The text also notes the climate risks evidenced by record heatwaves in Europe and record global carbon emissions in 2025.

The document explains the mechanisms of Article 6.2, specifically the trade of Internationally Transferred Mitigation Outcomes (ITMOs) between host and buyer countries. It identifies key reporting tools, such as the UNEP Article 6 Pipeline and the UNFCCC's Centralized Accounting and Reporting Platform (CARP), and details how to use Initial Reports, Annual Information Reports, and Authorisation Letters to find project-specific data. The guide also outlines paths for accountability, including the use of Freedom of Information Act requests and collaboration between civil society in both host and buyer countries.

Geelen Counterflow developed an electric industrial dryer using heat pump technology to replace fossil gas burners in the production of pet kibble and fish feed. The technology utilizes a self-cleaning heat exchanger to recover waste heat and moisture. A 2022 installation at a Cargill-Ewos plant in Norway created the world's first zero-emissions fish feed factory, reducing energy use and running costs by 75% and eliminating 3,000 tons of annual CO2 emissions. The company has since expanded installations to China, South Korea, and Thailand, targeting markets where the 'spark ratio' between electricity and gas prices makes electrification financially viable.

The report argues that the primary barriers to subsea power cable deployment in ASEAN are institutional rather than technical. It identifies gaps in regional planning, cost allocation, and maritime coordination, suggesting a phased approach to strengthen governance. Key recommendations include operationalising the ASEAN Power Grid Generation and Transmission Planning (AGTP) function, exploring cross-border cost allocation (CBCA) frameworks, and deepening the role of the Submarine Cable Working Group to manage the complexities of shared maritime spaces.

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.

The report posits that Asia is leading a 'Great Convergence' with the West by leveraging its position as the world's manufacturing hub to drive an electric energy transition. It highlights that Asia has driven three quarters of global electricity growth since 2000 and now produces the majority of the world's solar panels, batteries, and electric vehicles. The document argues that while a lack of oil and gas was previously a weakness, it has become a strategic advantage in an era where energy is defined by technology rather than commodities. This transition is further accelerated by 'fossil shocks,' including the closure of the Strait of Hormuz and the 2022 energy crisis, which push the region toward energy security through electrotechnology.

The IEU report for February to May 2026 outlines the progress of several independent evaluations, including those on gender, the Project Preparation Facility, and the private sector. It highlights the ongoing Third Performance Review (TPR) and the LORTA impact evaluation programme, which supports 23 evaluations. The Unit also reports on its strategic engagement with other multilateral climate funds, the use of AI in evaluation synthesis, and its budget expenditure, which stood at 19% (USD 1.5 million) of the annual budget as of 30 April 2026.

The closure of the Strait of Hormuz during the Iran war has triggered a global energy crisis, causing Brent crude to reach USD 138/barrel and spiking natural gas prices, particularly in Asia. This disruption has led to increased food and fertiliser prices, slowed global GDP growth, and strained national budgets through increased fossil fuel subsidies. In response, 26 countries and regions have implemented clean energy measures, with Asia leading in both vulnerability to supply shocks and the acceleration of clean technology investments and deployments.

The report argues that current transition finance frameworks lack the systemic safeguards necessary to prevent carbon lock-in, particularly in hard-to-abate sectors. It proposes moving from asset-level financing to a systemic approach underpinned by Paris-aligned, subnational net-zero pathways. The document examines the gap between corporate transition plans and the requirements for credible transition finance, noting that many high-emitting oil, gas, and agrifood entities lack mature strategies. It advocates for the use of Paris-aligned taxonomies to ensure that use-of-proceeds (UoP) instruments drive genuine decarbonisation without creating 'dead-end pathways'.

Global Witness reveals that coltan from conflict-affected mines in the DRC is being smuggled into Rwanda, where it is laundered through traceability systems like ITSCI and Better Mining. The report identifies seven Rwandan companies dominating these exports, which are then processed by smelters in China, Kazakhstan, and Thailand, potentially reaching major global brands such as Apple, Microsoft, and Toyota.

Global Witness reports that conflict coltan from the DRC's Rubaya mines is being smuggled into Rwanda and laundered into global supply chains through failed due diligence systems like ITSCI and Better Mining. The investigation identifies seven Rwandan companies responsible for 85% of exports, five of which are directly linked to conflict coltan. This material is processed by smelters in China, Kazakhstan, and Thailand, eventually reaching global brands such as Apple, Microsoft, and Toyota via tantalum capacitors.

The report argues that many planned coal plants in low- and middle-income countries (LMICs) are candidates for reconsideration due to declining costs of solar and battery storage, evolving grid needs, and the risk of long-term financial lock-in. It introduces a five-indicator framework—fuel source, initiation date, sunk costs, designed grid role, and evolution of grid needs—to prioritize plants for reevaluation. RMI's analysis suggests that solar paired with battery energy storage systems (BESS) is increasingly cost-competitive with new ultra-supercritical coal, potentially offering a more affordable and flexible alternative for modernizing grids.

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'.

The Asia-Pacific region is experiencing rapid renewable energy growth and rising electricity demand, which increases grid variability. Simultaneously, escalating climate extremes—such as heatwaves, droughts, and floods—create operational disruptions. The report argues that traditional reactive repairs and infrastructure hardening are insufficient, advocating for 'systemic adaptation' that accounts for cross-sector interdependencies. AI is presented as a critical tool to scale this adaptation by fusing fragmented datasets, orchestrating siloed analytical models, and augmenting decision-making under complexity.

Germany's coffee industry, worth EUR 20 billion annually, faces significant risks as over 98% of its imports originate from countries highly or moderately vulnerable to climate change. Climate-induced supply shocks led to a 43% increase in roasted coffee prices for German consumers in 2025. To counter this, Germany utilizes climate finance through bodies like GIZ and BMZ to fund adaptation projects, such as agroforestry and regenerative techniques, in producing regions. Examples include the Yayu Forest Biosphere Reserve project in Ethiopia and the Coffee++ initiative in Asia and Africa, which aim to stabilize yields and diversify supply sources to reduce dependence on volatile markets like Brazil and Vietnam.

The Philippines could avoid approximately PHP 1.7 billion (USD 28 million) in fossil fuel import costs by achieving its target of 9.5 GW of solar capacity by 2030. This analysis comes amid soaring Asian energy prices caused by the Iran war, which has pushed LNG prices up 54.3% since February 2026. The report highlights that the Philippines has some of the highest electricity prices in Asia due to a heavy reliance on imports. While the Philippines is currently fast-tracking renewable energy and battery storage, the report notes that coal and gas generation are still projected to increase by 2030. Comparatively, other ASEAN nations like Indonesia, Thailand, and Vietnam are also implementing clean energy measures to reduce reliance on volatile imported fuels.

The report analyzes the potential demand response to an EU ETS scope expansion for extra-EEA flights. It finds that demand effects are generally small at current price levels, particularly for high-emitting segments such as long-haul flights, business travel, and private aviation, which exhibit low price elasticity. The study highlights that cost pass-through rates are higher in competitive markets and at uncongested airports. Non-price factors, including value of time, airline loyalty, and airport attractiveness, are identified as primary drivers of the observed differences in price sensitivity across market segments.

The Wood Solution Thailand Program's engagement phase (March–June 2026) seeks to transition Thailand's building sector from concrete to sustainable timber to reduce emissions and support rural development. The initiative, a partnership between the Stockholm Environment Institute, the Eco-Innovation Foundation, and the Thailand and Nordic countries Innovation Unit, focuses on five workstreams: conducting a value chain feasibility study, supporting pioneer pilot initiatives, creating a support platform for international experts, hosting a vision event in Bangkok, and developing funding partnerships. The program intends to link cities to local forests, utilizing plantations, agroforestry, and managed secondary forests to create permanent carbon sinks and improve rural livelihoods.