Search Climate Insights Directory

The European Union's projected hydrogen demand is expected to rise from 8.3 Mtpy to over 60 Mtpy by 2050, with the World Energy Council estimating that 50% of this demand must be met through imports from regions such as the Middle East, North Africa, and the U.S. To ensure these imports are climate-beneficial, the Clean Air Task Force (CATF) advocates for a certification system that measures greenhouse gas (GHG) emissions across the entire value chain—including production, storage, transport, and conversion—rather than focusing solely on production facilities. The document highlights a regulatory gap, noting that the Gas Package's delegated act for GHG emissions methodology is not planned until 31 December 2024, which lags behind current market activities and Memoranda of Understanding. CATF recommends that the EU adopt a technology-inclusive approach covering renewable and low-carbon hydrogen (including blue hydrogen), incorporate stringent methane leakage criteria, and align its methodology with the Methane Regulation's monitoring, reporting, and verification requirements by 2027.

In 2021, Russian jet fuel accounted for 5% of the EU's jet fuel imports (13,000 b/d) and 1.3% of its total consumption. This represents a significant decline from the 2015-2019 average of 30,200 b/d. IAG was the largest airline consumer of Russian jet fuel in 2021, while London's Heathrow airport was the largest airport consumer. Together, Heathrow and Gatwick airports accounted for an average of 92% of Russian jet fuel consumption between 2011 and 2021.

The EU is phasing out Russian oil, which accounted for over 25 percent of its 2021 imports. While replacing these streams is technically complex due to refinery design requirements regarding sulfur and density, the report argues that the EU can reduce its carbon footprint by sourcing lower-emissions crudes. For example, Saudi Arab Light is identified as a potential substitute for Russian Urals crude that could lower emissions. Additionally, the report suggests that using hydrotreated intermediates could reduce EU refinery hydrogen demand, which currently represents nearly 10 percent of EU natural gas imports from Russia.

The document argues that the short-term debt market, valued at USD55tn, is an underutilised source of green capital. It recommends that short-term debt be labelled green and integrated into thematic investment strategies, provided it aligns with the Climate Bonds Standard or EU Taxonomy. The paper outlines various eligible instruments—including Commercial Paper, Revolving Credit Facilities, and Green Repos—and emphasises the need for a 'pure-play' entity definition to facilitate certification for general corporate funding.

The briefing reports that Arab nations are rapidly expanding renewable energy, with current combined solar and wind capacity exceeding 12 GW. It identifies Egypt and the UAE as current leaders, while Oman, Morocco, and Algeria are emerging as major players with ambitious future projects. The region is increasingly focusing on giant-scale projects and green hydrogen production for export to Europe, with some projects, like Oman's 'Al Wusta', aiming for world-leading storage capacities.

The Arabic-speaking region is experiencing a renewables boom, with over 73 GW of utility-scale solar and wind projects in development. Led by countries like Oman, Morocco, and Algeria, the region is shifting toward mega-projects driven by green hydrogen production and transcontinental energy exports. While Egypt and the UAE are current leaders in operating capacity, emerging leaders are rapidly expanding their pipelines to meet collective regional targets.

The MENA region is well-positioned to produce zero-carbon fuels due to its abundant solar, wind, and hydrocarbon resources, as well as existing industrial infrastructure. While 'green' hydrogen (from renewables) and 'blue' hydrogen (from natural gas with carbon capture and storage) are both viable, the report argues that hydrocarbon-derived fuels could provide a lower-cost catalytic role in scaling the market. However, significant barriers exist, including a lack of meaningful demand beyond industrial users, the absence of carbon pricing or regulatory requirements to reduce emissions, and a lack of common certification schemes for lifecycle greenhouse gas emissions. The report recommends regional coordination, the development of fuel-neutral procurement policies, and the establishment of comprehensive regulatory frameworks for carbon management to attract investment and ensure environmental integrity.

The Indian GSS debt market experienced significant growth in 2021, reaching a cumulative volume of USD 19.5 billion, with green bonds dominating the landscape. While the market is primarily driven by non-financial corporates and focused on utility-scale renewable energy, there is emerging activity in sustainability-linked bonds and potential for expansion into electric vehicles, waste management, and climate-smart agriculture. The Indian government is supporting this growth through the Ministry of Finance's Sustainable Finance Task Force and the planned issuance of a domestic sovereign green bond in 2022.

The US Strategic Petroleum Reserve (SPR) lacks transparency regarding the greenhouse gas emissions intensities of the oils it stores, which hinders the ability to minimize climate impacts during drawdowns. The document notes that different oils vary significantly in their climate footprints based on production and refining methods, and that a mismatch exists between the SPR's lighter crudes and the deep-conversion refineries in Texas and Louisiana that primarily process them. It suggests that selectively purchasing the lowest climate-intensive oils for the current one-million-barrel daily withdrawal could save an estimated 90 million tons of CO2e.

The policy brief contends that Germany cannot achieve climate neutrality by 2045 without carbon management technologies, including carbon capture and storage (CCS), direct air capture (DAC), and bioenergy with carbon capture and storage (BECCS). It highlights that current industrial emissions reductions are insufficient and that a lack of CO2 transport infrastructure and storage sites within Germany necessitates a strategy to connect to regional hubs in Northern Europe. The document further argues that carbon management is essential for decarbonizing the hydrogen economy—specifically through the use of blue hydrogen—and for producing the low-carbon industrial materials required for the renewable energy transition.

The report reviews 42 NDCs to identify national priorities for advanced low-emission technologies. It finds that 14 jurisdictions include carbon capture, utilization and storage (CCUS), 16 include low-carbon hydrogen and ammonia, and 11 prioritize nuclear energy. The analysis highlights a mix of developed and developing nations seeking these technologies, with some relying on international financial and technological support for implementation.

The report assesses the climate security landscape of the Levant, focusing on the interplay between governance, cooperation, and technology. It identifies severe heatwaves, rainfall reduction, and water scarcity as primary physical risks. Through four scenarios, the authors argue that while large-scale projects require stable governance and cross-border agreements, the widespread availability of small-scale adaptive technologies could provide a critical resilience pathway for populations in states with poor or predatory governance.

The document examines how Norway, as a small state, navigated a challenging geopolitical environment to maintain the Women, Peace and Security (WPS) agenda in the UN Security Council. It highlights Norway's use of coalition-building, its presidency, and civil society engagement to secure WPS language in mandates and increase the number of women briefing the Council, despite resistance from permanent members like Russia and China.

In 2021, wind and solar generated over 10% of global electricity for the first time, but record-high electricity demand led to a record rise in coal power and the largest absolute increase in power sector CO2 emissions ever recorded.

The document examines the rising debt accumulation in Africa since 2010, noting a shift from traditional creditors to emerging economies like China and private bondholders. It analyzes how the 2008 financial crisis and COVID-19 pandemic exacerbated vulnerabilities, and argues that existing relief initiatives like the DSSI and Common Framework are insufficient because they often exclude private creditors and lack binding legal frameworks. The authors advocate for a statutory Sovereign Debt Restructuring mechanism and the adoption of UN-led principles to ensure transparency and fairness.

Russia is employing a strategy of 'hedging its bets' in Libya, maintaining relations with the UN-recognised Government of National Unity while simultaneously supporting Khalifa Haftar via private military contractors and backing Saif al-Islam Gaddafi. By supporting the postponement of elections and denying links to the Wagner Group, Moscow aims to erode Western influence, maintain a Mediterranean naval presence, and ensure a permanent military foothold regardless of the political outcome.

The document assesses Indonesia's progress toward its 23% renewable energy target by 2025, identifying a significant investment gap of approximately USD 29 billion. It analyzes roadblocks such as non-cost-reflective pricing, fragmented regulations, and the dominance of state-owned enterprises (SOEs) in the electricity sector. The brief evaluates existing support mechanisms, including Green Sukuk, tax incentives, and the roles of Public Financial Institutions (PFIs) like PT SMI and the Indonesia Investment Authority (INA). It recommends reforming fossil-fuel subsidies, implementing renewable energy auctions, and mandating SOEs like PT PLN and PT Pertamina to prioritize clean energy to mobilize the private capital necessary for a fossil-free recovery.

The report profiles 12 private equity firms—including Blackstone, Carlyle, and KKR—detailing their substantial portfolios of oil, gas, and coal assets. It argues that these firms fuel the climate crisis and environmental injustice while their executives accumulate immense wealth and social prestige. The document provides specific examples of environmental violations, such as oil spills and methane leaks, and highlights the firms' tendency to avoid global climate pledges like those made at COP26.

The document examines the disproportionate impact of COVID-19 on women in the artisanal and small-scale mining (ASM) sector, highlighting increased job losses, food insecurity, and health vulnerabilities. Through case studies in Zimbabwe, Peru, and the Philippines, it demonstrates how pandemic-related restrictions and market disruptions reinforced gender pay gaps and marginalization. The brief argues for the adoption of rapid gender assessments, gender-disaggregated data analysis, and gender-responsive budgeting to ensure inclusive recovery and structural reform in the ASM sector.

The document argues that COVID-19 exacerbated pre-existing gender inequalities in the artisanal and small-scale mining (ASM) sector, disproportionately affecting women through job losses, reduced incomes, and increased vulnerability to gender-based violence. Using case studies from Zimbabwe, Peru, and the Philippines, it highlights how women's roles—often considered 'peripheral' or informal—left them without government support and increased their domestic burdens. The brief recommends the adoption of rapid gender analyses, sex-disaggregated data collection, and gender-responsive budgeting to create emergency and long-term structural reforms that protect marginalized women in the mining sector.