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The report reveals that twenty major private equity firms are linked to nearly 60 gigawatts of operating gas-fired power capacity globally, emitting an estimated 82 million metric tons of CO2e annually. This fleet spans 27 countries, with significant concentrations in the United States, Togo, Panama, Jamaica, and the Philippines. The document highlights a growing financial convergence where private equity firms are investing in both AI data centers and the fossil fuel power plants required to run them, potentially deepening carbon lock-in. Specific examples include BlackRock's pursuit of AES Corp and Blackstone's acquisition of TXNM.

Analysis of the Lloyd's insurance market reveals that while its sustainable energy business grew by 18% annually from 2020 to 2024, its fossil fuel business grew by 2.4% per year, contrasting with a 2.8% decline in the wider global insurance market. Lloyd's remains the world's largest center for fossil fuel insurance, capturing an estimated 9% of the global market and one dollar in every eight of global oil and gas premiums. The report identifies Hiscox Syndicates as a significant outlier among managing agents for its high reliance on fossil fuel premiums. Furthermore, it highlights a growing talent crisis, noting that two-thirds of students who would consider the insurance sector would only apply to companies that do not insure fossil fuel projects or have commitments to reduce such underwriting.

The document investigates the environmental footprint of hyperscale data centers in Brazil, arguing that the government's push to become a global hub via the REDATA regime overlooks significant ecological and social costs. It highlights the creation of 'green sacrifice zones' where marginalized communities bear the burden of infrastructure, the extractive nature of the mineral supply chain for hardware, and the high energy and water demands of AI. The paper also critiques the 'myth' of permanent job creation and the exclusion of environmental authorities from policy-making, while detailing the specific ecological trade-offs associated with solar, wind, and hydroelectric power used to fuel these facilities.

The authors propose a 'strategic resilience' framework to elevate climate change adaptation from 'low politics' in environment ministries to the heart of government. Using a UK case study, the paper highlights the failure of traditional territorial adaptation to address cross-border risks—which propagate via trade, finance, people, and biophysical routes. It warns against the 'securitization' of adaptation by defence ministries and suggests three pathways for reform: empowering environment ministries, establishing central coordinators, or creating dedicated ministries of resilience.

The report finds that international reporting of military greenhouse gas (GHG) emissions is generally poor, with significant under-reporting in data submitted to the UNFCCC. A comparison of five top military spenders showed that defence ministry reports for direct emissions were, on average, 95% higher than UNFCCC figures. The report highlights a critical lack of Scope 3 (supply-chain) reporting, noting that less than 10% of military carbon footprints typically appear in UNFCCC data. It identifies systemic loopholes in reporting guidelines and instances of 'greenwashing,' specifically by the UK military, and recommends mandatory, explicit military emissions reporting within National Inventory Reports.

The document outlines the economic and environmental necessity for South Africa to raise its climate ambition in its second NDC. It emphasizes that transitioning from a coal-dependent economy to one powered by renewables is an economic imperative to avoid trade risks from Carbon Border Adjustment Mechanisms (CBAMs) and to unlock new industries like green hydrogen and electric vehicles. The briefing provides sector-specific recommendations for power, transport, and heavy industry, while stressing the need for deep public-private collaboration and the inclusion of SMEs to achieve a net-zero target by 2050.

The document advocates for shifting the $1.1 trillion spent annually on fossil fuel subsidies toward clean energy technologies. It presents a business case where renewables-based power systems drive industrial competitiveness, attract private investment, and reduce exposure to volatile fuel markets. The report details how strategic incentives in China and India have accelerated EV adoption and suggests that power market reforms—such as decoupling electricity prices from natural gas—are essential to unlock the full potential of the energy transition.

The UK has reduced emissions by 50.4% since 1990 while growing its economy by nearly 80%, with the net zero economy contributing £83.1 billion to GDP in 2024. However, the report identifies a 'policy implementation gap,' noting that as of June 2025, credible plans existed for only 38% of the reductions needed for the 2030 NDC. The document calls for a holistic approach to electrification, the creation of lead markets for green technologies, a national retrofit strategy for housing, and a comprehensive plan to close a green skills gap of up to 400,000 workers. It also emphasizes the need to align climate goals with nature recovery and to overcome political polarization by communicating the economic benefits of the transition to the public.

The document asserts that diversifying export markets is essential for Canada's economic prosperity, particularly to reduce vulnerability to US trade decisions. It argues that because many lucrative global markets are rapidly implementing climate policies and energy transitions, Canadian firms need transition plans to maintain market access, attract capital, and avoid being outperformed by international competitors.

Private equity firms have invested nearly $200 billion in data center-related industries since January 2022, driving a strategy of acquiring vertically integrated retail energy utilities and fossil fuel power plants to secure power for AI infrastructure. BlackRock's Global Infrastructure Partners (GIP) has acquired ALLETE Inc. and is pursuing a $38 billion takeover of AES, while Blackstone has invested in the Potomac Energy Center and is seeking to acquire TXNM Energy. The report argues that this expansion risks creating stranded high-emitting assets if AI demand is overestimated, while already causing increased electricity costs for ratepayers—rising up to 267% in some data center hubs—and significant environmental degradation. Organized community resistance has already delayed or blocked $64 billion in data center projects across 24 U.S. states.

A coalition of health, environmental, and academic organizations is calling on the Canadian government to join the Global Initiative on Information Integrity on Climate Change. The signatories argue that climate disinformation, perpetuated by fossil fuel and digital technology companies, endangers public health and safety, specifically citing how false narratives during summer wildfires hampered emergency responses. They urge Canada to follow the lead of Brazil, the UK, and France in committing to dismantle these information threats.

Europe's September 2025 was its 5th warmest on record, with significant temperature and precipitation variations across the continent. Forecasts for the December 2025 – February 2026 winter period project above-average temperatures, particularly in eastern and northeastern Europe, and weakly positive precipitation anomalies.

The report finds that 27 countries have set national offshore wind targets, with global capacity projected to almost triple from 83 GW in 2024 to 238 GW by 2030. While targets have driven market growth, many countries are expected to miss their 2030 goals due to cost inflation, supply chain pressures, and permitting delays. The analysis highlights a significant gap between current projections and the 413 GW required by 2030 to align with the UAE consensus for tripling renewable capacity.

Nigeria's climate agenda is hampered by overlapping institutions and a lack of elite consensus, which diminishes its bargaining power internationally. While the Tinubu administration has attempted to centralize governance through the Office of the Special Presidential Envoy on Climate (OSPEC) and the Presidential Climate Action Committee (PCAC), these moves risk further fragmentation by sidelining statutory bodies like the National Council on Climate Change (NCCC). Externally, Nigeria faces declining oil exports to China and India and increased competition from the US in European markets, intensifying the need for a successful energy transition. The report highlights a trend of International Oil Companies (IOCs) divesting from onshore assets due to regulatory instability, while noting that agile local firms are better positioned to navigate domestic complexities.

The author argues that as more jurisdictions implement border carbon adjustments (BCAs), the lack of harmonized standards for measuring, reporting, and verifying emissions could create a "trade-restrictive, costly mess." While full harmonization is deemed unrealistic due to differing national economic and political realities, the document proposes "interoperability" as a viable alternative. This approach would involve splitting emissions accounting into discrete modules, harmonizing basic reporting information, and mutually recognizing accredited verifiers. The author suggests that existing forums like the OECD's Inclusive Forum for Carbon Mitigation Approaches and the Climate Club are appropriate venues for this coordination, warning that interoperability will be harder to achieve once multiple regimes are fully operational.

A coalition of NGOs denounces TotalEnergies' plan to restart the $20 billion Mozambique LNG project, citing a 'deep contempt' for local communities and the environment. The organizations highlight that the project's resumption is contingent on the Mozambican government approving a revised budget that includes $4.5 billion in additional costs incurred during the force majeure period. The statement further alleges severe human rights abuses, including the 'container massacre' and torture of civilians, and calls on financial institutions—including Crédit Agricole, Société Générale, and various export credit agencies—to withdraw their support.

The paper examines the impact of global powers and internal fragmentation on ECOWAS, noting that while external partnerships can support infrastructure and security, they often exacerbate divisions. It highlights the critical blow dealt by the January 2025 exit of Burkina Faso, Mali, and Niger, and recommends institutional reforms, including the creation of a High Representative for Foreign Affairs and a revamped communications strategy, to strengthen regional solidarity.

The briefing outlines the outcomes of an Executive Dialogue on nuclear energy's role in Central and Eastern Europe's strategic sovereignty, proposing four priority areas for collaboration: financing innovation, regulatory alignment, supply-chain resilience, and workforce development.

The report examines the risks associated with the renewed interest in tactical nuclear weapons (TNW) among global powers. It details three plausible use scenarios—targeting facilities, military forces in the field, or demonstration shots—and models the direct physical effects of a 20-kiloton blast. The authors argue that TNW use would trigger unpredictable international crises, erode the long-standing norm of nuclear non-use, and potentially lead to uncontrolled escalation. The paper recommends reinforcing the non-use norm and implementing risk-reduction measures to prevent the normalization of nuclear warfighting.

The author contends that decarbonization is becoming the primary driver of global economic progress, citing the rapid adoption of renewables and electric vehicles in the EU, UK, and China. To remain competitive and diversify trade away from the US, Canada is urged to strengthen industrial carbon pricing, expand clean electricity grids, reduce oil and gas methane emissions, and maintain electric vehicle availability standards.