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The report examines the Energy Supply Financing Ratio (ESFR), a metric used to compare bank financing of sustainable energy versus fossil fuels. While adoption is increasing due to shareholder pressure, the author argues that current methodologies are often flawed. European banks like BNP Paribas and Crédit Agricole set ambitious targets but use narrow definitions of fossil fuel activities and omit bond/equity financing. Conversely, North American banks like Citi and JPMorgan Chase provide more comprehensive coverage of the fossil fuel value chain but artificially inflate their 'low carbon' figures by including fossil-based hydrogen, carbon capture, and non-energy sectors.

The document examines the efforts of 'the rest of the world' to adapt to a chaotic trade environment characterized by US tariff adjustments and the weakening of global institutions. It highlights the launch of the Future of Investment and Trade Partnership (FIT-P), a 16-member group of small states aiming to bolster the WTO and collaborate on digital trade. It also analyzes the Comprehensive and Progressive Trans-Pacific Partnership (CPTPP), noting its attempts to coordinate with the EU and ASEAN while struggling with internal institutional weaknesses, a slow accession process, and the daunting task of renegotiating most of its agreement chapters.

The author contends that recent violations of international law—including US actions in Venezuela and conflicts in Ukraine and Gaza—demonstrate the impotence of violence. The text advocates for a shift toward 'non-violence' as a political tool and a global common good, linking peace to social and environmental justice. It calls on the European Union to champion this approach by upholding the UN Charter, the Paris Agreement, and the 2030 Agenda for Sustainable Development.

The author contends that recent military actions by the US, Russia, and Israel signal a collapse of international law and a return to the 'law of the strongest'. The text argues that violence is a symptom of powerlessness and suggests that Europe should instead promote a 'new' paradigm based on non-violence, the UN's 2030 Agenda, and the Paris Climate Agreement to achieve sustainable peace and climate justice.

The High Seas Treaty, formally the Agreement on the Conservation and Sustainable Use of Marine Biological Diversity of Areas Beyond National Jurisdiction (BBNJ agreement), enters into force on January 17, 2026. It establishes a global framework to protect biodiversity in international waters, which cover roughly two-thirds of the ocean and previously lacked comprehensive governance. The treaty is built on four pillars: area-based management tools (including marine protected areas), rules for sharing benefits from marine genetic resources, capacity building and technology transfer for low-income countries, and standardized environmental impact assessments for activities like marine carbon dioxide removal. While it does not replace Regional Fisheries Management Organisations (RFMOs) for setting quotas, it aims to influence fisheries through ecosystem-based management. As of January 15, 2026, 83 parties have ratified the agreement. Implementation now depends on the BBNJ Preparatory Commission and the first Conference of Parties (BBNJ COP) to finalize governing structures, financial mechanisms, and operational logistics.

2025 was Earth's third-warmest year on record, with average temperatures 1.3°C above pre-industrial levels. This continues a heat streak driven by fossil fuel pollution, pushing the planet toward the 1.5°C long-term warming limit, which could be exceeded by 2030. While global electricity demand is increasingly met by renewables, the U.S. has recently rolled back clean energy policies and withdrawn from key international climate agreements.

The document describes the LNG supply chain from extraction to re-gasification, noting that the United States has become the world's leading LNG exporter following the shale gas boom. It highlights that LNG is prone to methane leakage and high energy intensity due to the cryogenic freezing and heating processes, with emissions intensity increasing as transport distances grow. The text warns that expanding US LNG exports could increase domestic natural gas prices by 25 to 30 percent by 2050, while suggesting that monitoring, prohibiting venting, and enhancing transparency can mitigate methane emissions.

The We Mean Business Coalition warns that the US withdrawal from the UNFCCC and IPCC risks weakening the shared frameworks and trusted science necessary for global climate action. The coalition emphasizes that businesses require alignment across geographies to manage complex value chains and make long-term investment decisions, noting that fragmentation increases costs and inefficiency. Despite this, the coalition remains committed to working with its network of over 20,000 companies, including 2,000 in the US, to advance the clean energy transition through global collaboration.

Despite the veto of SB 643, California can leverage SB 840 and the Greenhouse Gas Reduction Fund to scale its carbon dioxide removal industry, ensuring it meets its 2030 and 2045 targets while preventing homegrown companies from relocating.

Pension funds, managing over USD 73 trillion globally, face systemic risks from climate change that could reduce returns by 33% by 2050. While 200 major funds have begun divesting from fossil fuels to fulfill fiduciary duties, third-party asset managers often maintain carbon-intensive investments. This misalignment has led pension funds to withdraw over USD 100 billion from managers including BlackRock and State Street.

The author contends that democracy and autocracy are mutually obstructive and that the EU must leverage financial tools like the Global Gateway and the Multiannual Financial Framework (MFF) to build an alliance of democracies, particularly in the Global South, to prevent a global shift toward authoritarian dominance.

The document examines the application of the Polluter-Pays Principle (PPP) to the PFAS pollution crisis, noting that clean-up costs in Europe could exceed €100 billion per year. It argues that the PPP must be expanded to cover legacy, present, and future pollution, regardless of whether it was legal at the time, and should target both producers and users. The authors recommend combining taxes, fees, and extended producer responsibility (EPR) schemes with strict phase-out measures and criminal penalties to ensure that the financial burden of direct and indirect societal costs is shifted from citizens to polluters.

The document examines the systemic failure to apply the Polluter-Pays Principle (PPP) to PFAS pollution, noting that clean-up costs in Europe could exceed €100 billion annually. It proposes a framework where the PPP covers legacy, present, and future pollution—regardless of legality—and targets both producers and users. The authors advocate for a combination of taxes, Extended Producer Responsibility (EPR) schemes, and risk-pooling funds to prevent public funds from bearing the cost of remediation, while emphasizing that the PPP must be paired with a total phase-out of PFAS.

The document analyzes the strategies used by agribusiness to delay climate action, focusing on the 24th World Meat Congress and COP30. It identifies key industry narratives—such as the claim that meat is sustainable, essential for health, and that the industry is simply meeting inevitable demand—as tools to distract from the need for dietary shifts and methane reductions. The report highlights the role of industry-funded media, like the film 'World Without Cows', and the influence of agribusiness on the FAO and US dietary guidelines to maintain 'meat primacy' and avoid systemic reform.

The report finds that agricultural methane is a 'systemic blind spot' for major global investors. Despite significant financial exposure to high-emitting agrifood companies, most of the 25 investors analysed have no standalone methane policies or targets, often folding methane into broader CO2-equivalent frameworks. The analysis highlights that a small number of investors, including Vanguard, BlackRock, and Fidelity Investments, account for a disproportionate share of financed methane emissions. While some companies like Danone and Marfrig have set methane targets, others, such as Nestlé, have withdrawn from collaborative initiatives like the Dairy Methane Action Alliance. The report warns of increasing regulatory, transition, and reputational risks, particularly in the EU, and calls for investors to align with the Global Methane Pledge to reduce emissions by 30% by 2030.

January 2026 was the fifth-warmest January on record globally, characterized by significant temperature anomalies in the U.S. West and record-low snowpacks in several states. The document highlights the transition of NOAA to the Relative Oceanic Niño Index (RONI) to better account for climate change in ENSO tracking. Attribution analysis using the Climate Shift Index (CSI) indicates that extreme warmth in the northern U.S. and specific cities like San Juan and Honolulu was strongly driven by carbon pollution.

Climate Strategies' 2026-2029 strategy focuses on accelerating the science-policy nexus to deliver inclusive and effective climate action. The organisation operates as a neutral knowledge broker, connecting a network of over 120 members with policymakers to address systemic gaps in climate finance, adaptation, and fossil fuel phase-out. Its strategic framework is built around five impact areas: Prosperity Post Fossil Fuels, Nature and Resilient Food Systems, Global Majority-Powered Change, Equitable Carbon & Climate Innovation, and Building Evidence-Based Climate Narratives. The strategy emphasises the need for Just Transitions, the inclusion of Global Majority perspectives in policy recommendations, and the use of evidence-based narratives to counter climate obstruction and misinformation.

The document outlines a three-goal approach for climate finance vehicles to manage climate risk and build resilience. Goal 1 focuses on a five-step process to identify and manage physical climate hazards to align with international standards like the ISSB and Paris Agreement. Goal 2 guides the creation of an evidence-backed adaptation thesis to secure investor commitments, particularly for those targeting Multilateral Development Bank (MDB) funding. Goal 3 provides a methodology for designing impact measurement frameworks, including theories of change and indicator tables, to track resilience outcomes and avoid maladaptation.

The report argues that South Korea's heavy reliance on imported fossil fuels (84% of total energy supply) creates critical security vulnerabilities exposed to geopolitical conflicts and climate-driven disruptions. It posits that a rapid shift toward renewables can mitigate these risks, reduce financial burdens on the state, and support the energy demands of advanced defense and AI technologies. While acknowledging challenges such as China's dominance in critical mineral supply chains and cybersecurity risks associated with grid digitalization, the document concludes these are manageable through diversification, battery storage innovation, and strategic policy integration.

The Global Coal Plant Tracker (GCPT) monitors coal-fired electrical generating plants of 30 MW or larger, including operating units, those proposed since 2010, and those retired since 2000. The methodology employs a two-level system consisting of a database for unit-level tracking and detailed wiki pages for project histories. Data is validated through government records, company reports, NGO tracking, and on-the-ground contacts, with updates occurring bi-annually in January and July. The tracker categorizes plant status into nine stages, ranging from 'Announced' to 'Retired', and calculates carbon dioxide emissions based on unit capacity, emission factors for coal types, heat rates for combustion technology, and global average utilization rates.