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In May 2026, the United States experienced slightly below-average temperatures overall, with an average anomaly of -0.2°F across 192 cities. Despite this, the western U.S. saw above-average temperatures, and the Northern Rockies and Plains region was the warmest, averaging more than 1.6°F above normal. Long-term data indicates that 185 of the 192 analyzed cities have warmed since 1970, with Reno, Nevada, showing the greatest increase at 7.5°F. Climate attribution analysis shows that San Juan, Puerto Rico, had the highest number of days (28) where temperatures were at least two times more likely due to climate change (CSI level 2 or higher).

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.

The report assesses how Indonesia can move from corporate-level financing to project finance to meet a USD 24 billion investment requirement for transmission lines and substations. It analyzes five models: leasing, joint ventures (JVs), public-private partnerships (PPPs), infrastructure investment trusts (InvITs), and collective investment schemes for infrastructure (CIS-DINFRA). While leasing and JVs are easier to implement, InvITs and CIS-DINFRA offer the highest scalability and liquidity. The report emphasizes that success depends on three policy enablers: a dedicated transmission fee, off-balance sheet accounting treatment, and targeted fiscal support.

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.

In 2025, global coal capacity grew by 3.5% while generation fell by 0.6%, as coal plants increasingly serve as 'system insurance' rather than primary power sources. This trend is most prominent in China and India, where record-high new capacity is being offset by the rapid expansion of wind and solar energy. While the number of countries proposing new coal plants decreased from 38 in 2024 to 32 in 2025, significant expansion continues in China and India, which together account for 95% of global coal capacity under construction. In the US and EU, energy security concerns and government interventions have delayed planned retirements of coal units.

In 2025, global coal capacity increased by 3.5% while production fell by 0.6%, as new plants are increasingly built for backup reliability rather than primary generation. This trend is most prominent in China and India, where renewables are meeting most new demand. While the number of countries developing coal projects fell to 32, political interventions in the US and energy security concerns in the EU have delayed planned closures. The EU continues a terminal decline in coal, with solar and wind producing more energy than all fossil fuels combined for the first time in 2025.

In 2025, global coal capacity increased by 3.5% while production fell by 0.6%, as coal is increasingly used as 'system insurance' rather than a primary energy source. This trend is most prominent in China and India, where renewables are meeting new demand despite record coal plant commissioning. Globally, the number of countries proposing new coal plants dropped to 32. In Indonesia, coal expansion continues through 'captive' plants for nickel and aluminium industries, reaching 20 GW, while national energy plans (RUKN and RUPTL) are criticized for maintaining fossil fuel dependency and lacking a clear phase-out roadmap despite official net-zero commitments.

In 2025, global coal power capacity increased by 3.5% while generation fell by 0.6%, reflecting a trend where coal plants act as 'system insurance' rather than primary power sources. This gap is most prominent in China and India, where record-high completions coexist with falling generation due to rapid wind and solar expansion. While the number of countries proposing new coal projects decreased from 38 in 2024 to 32 in 2025, and Latin America reached a state of no new proposals, some regions like the US and EU delayed planned closures due to energy security and political intervention. South Korea has committed to a 2040 coal phase-out, contrasting with Japan's more gradual approach focused on ammonia co-firing and efficiency improvements.

In 2025, global coal capacity grew by 3.5% while generation fell by 0.6%, as new plants in China and India are increasingly used as system insurance rather than primary generation. While the number of countries proposing new coal plants decreased to 32, political interventions in the US and EU delayed planned retirements. Latin America and the Caribbean achieved a status of 'No New Coal Plants' in 2025, though several countries, including Brazil and Chile, experienced setbacks in their decommissioning schedules.

In 2025, global coal capacity increased by 3.5% while generation fell by 0.6%, reflecting a trend where coal plants are increasingly used as backup reserves rather than primary energy sources. This divergence is most acute in China and India, where record capacity additions coexist with falling generation due to the rise of wind and solar power. While the number of countries proposing new coal projects declined from 38 to 32, political interventions in the US and EU delayed planned retirements. Regionally, Latin America reported no new projects, while Russia and Kazakhstan continue to integrate coal into their long-term energy security strategies despite international financing constraints and sanctions.

In 2025, global coal capacity grew by 3.5% while generation fell by 0.6%, reflecting a trend where coal is increasingly used as system 'insurance' rather than a primary energy source. While Latin America achieved a 'No New Coal' status in 2025, several countries in the region, including Brazil and Chile, experienced delays or reversals in planned plant retirements. China and India continue to lead global capacity expansions, accounting for 95% of all coal capacity under construction worldwide.

In 2025, global coal capacity increased by 3.5% while coal-generated electricity decreased by 0.6%, reflecting a shift where coal serves as backup capacity rather than a primary source. This trend is most prominent in China and India, where record capacity additions coexist with falling production due to the rise of renewables. While the number of countries planning new coal projects fell to 32 in 2025, some nations like the US and EU delayed plant closures for energy security. In Turkey, planned coal capacity has plummeted from 57.5 GW in 2015 to 0.7 GW by 2025, though tensions remain between social demand for transition and government policies such as guaranteed purchase mechanisms for coal plants through 2030.

In 2025, global coal capacity increased by 3.5% while generation fell by 0.6%, driven largely by record additions in China and India. These countries are building coal plants for system reliability and energy security, even as renewables displace coal's role in meeting demand. The report notes a geographic narrowing of coal expansion, with only 32 countries proposing or building new plants, and highlights the specific challenges facing Ukraine's energy recovery following Russian attacks on its infrastructure.

The document details the global cobalt market, highlighting the extreme concentration of mine production in the Democratic Republic of the Congo (DRC) and refining in China. It examines the shift toward battery-enabled end-uses, the role of Chinese investment in global supply, and the social risks associated with artisanal mining in the DRC.

The report argues that the surge in demand for critical minerals essential for the energy transition and digital economy risks amplifying existing gender inequalities. It identifies three compounding risk factors: specific environmental impacts (such as water scarcity and pollution), the high concentration of mineral reserves on Indigenous and agricultural lands, and the trend toward accelerated permitting processes. To mitigate these, the report recommends that stakeholders apply intersectional gender analysis in impact assessments, ensure inclusive consultation and free, prior, and informed consent (FPIC), and establish gender-equitable benefit-sharing mechanisms, including fair land compensation and inclusive employment practices.

The report examines the potential for the European Union to use local content requirements (LCRs) in public procurement to drive decarbonization and industrial resilience. It analyzes LCR frameworks in China, India, and Canada, noting that while these tools can create predictable demand for low-carbon industries, they risk increasing costs, reducing competition, and triggering trade retaliation. The authors argue that LCRs should only be used in strategic sectors where specific preconditions—such as high market leverage and strong climate gains—are met, and must be tied to ambitious, performance-based environmental criteria rather than origin alone. The report specifically evaluates the steel, cement, and clean technology sectors, concluding that while LCRs can support resilience, they must be carefully designed to avoid protecting high-emission producers or hindering the import of essential green intermediate goods.

The document outlines a strategic process for tenants to uncover the identities of landlords who use shell companies, specifically Limited Liability Corporations (LLCs), to obscure ownership. It details a step-by-step workflow involving county property records, business entity registries like OpenCorporates and Secretary of State databases, and web searches to trace ownership from a specific property up to parent companies or hedge funds.

The report details how private equity firms have acquired Medicaid contractors to capitalize on government-backed revenue, often leading to operational failures. It highlights systemic payment errors and wage theft allegations at Public Partnerships, LLC; massive debt-driven cost-cutting and fraud allegations at Gainwell Technologies; and delays in care authorizations and the use of offshore labor at Acentra Health. The document also warns of the risks associated with AI-driven analytics and the offshoring of sensitive patient health information to India.

The report argues that the TotalEnergies-EPH joint venture (TTEP) locks Europe into fossil gas dependency, increases energy bill volatility through LNG imports, and relies on public subsidies that should be redirected toward clean energy. It highlights that the venture's 12.5 GW gas capacity will produce emissions comparable to entire countries like Ireland or Denmark over five years, while challenging the companies' claims that such assets are necessary for grid flexibility.

The report finds that TotalEnergies' investment strategy heavily favors fossil fuels, with 4.8 dollars invested in oil and gas for every dollar spent on integrated power in 2025. The company's 2030 production targets are projected to be at least 59% higher than levels required for NZE alignment. While diversifying into renewables, the report notes this is largely through acquisitions and remains marginal, with oil and gas expected to represent 83% of the energy mix by 2030. Additionally, the company is expanding its LNG capacity and gas power production, while relying on CCUS and offsets to meet emissions targets it has recently modified, including a statement in 2026 that it could no longer commit to a 'net zero' objective.