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The document examines the Energy Infrastructure Reinvestment (EIR) Program, which provides up to $250 billion in low-interest loans to transition the US power sector to clean energy. It proposes a 'capital recycling' method where utilities use EIR loans to refinance 'low-quality' rate base components—such as the costs of retiring fossil plants—into 'high-quality' clean energy assets. Through case studies of Alliant Energy in Iowa and Ameren in Missouri, the report demonstrates that moderate EIR leverage combined with capital recycling can significantly reduce ratepayer costs (by 13% to 18% in the examples) while maintaining stable, lower-risk earnings for shareholders. The brief also compares EIR to securitization, noting EIR's lower transaction costs and interest rates, and outlines federal compliance requirements including NEPA, the Davis-Bacon Act, and the Cargo Preference Act.

The document outlines a consensus framework for defining and measuring the impact of corporate voluntary actions on grid decarbonization, emphasizing that true impact is the difference in total emissions between a scenario where an action is taken and one where it is not. It highlights that total impact must account for both short-run power plant operations and long-run supply changes, while acknowledging that empirical verification of structural change remains difficult, leading to inherent uncertainty in impact estimates.

The briefing explains how Community Benefits Plans (CBPs) serve as a tool for utilities to secure federal funding via the Energy Infrastructure Reinvestment (EIR) program while reducing project risks. It details how meaningful community engagement can prevent costly project delays and cancellations, how workforce training and unionization improve operational efficiency, and how addressing energy poverty and diversity goals enhances a utility's social license to operate and ESG performance.

The United States is experiencing a surge in data center power demand, projected to reach 35 GW by 2030, which risks driving utilities toward increased natural gas generation. RMI proposes that data center operators can instead support grid reliability and decarbonization by maximizing energy efficiency (e.g., AI-driven cooling), enhancing demand flexibility to shift workloads, deploying Grid-enhancing technologies (GETs), and negotiating green tariffs for renewables and storage. The document emphasizes that these actions can set a precedent for other upcoming large loads, such as electric vehicles and industrial onshoring, while urging regulators to ensure equitable cost allocation and transparent planning.

The document analyzes the emergence of 'equity PIMs'—regulatory tools that provide financial rewards or penalties to utilities based on their performance regarding equity metrics. It identifies seven US jurisdictions using these tools to address energy poverty and the inequitable distribution of clean energy benefits. The report distinguishes between program-based and outcome-based PIMs, discusses the role of reporting metrics and scorecards as precursors to financial incentives, and argues that PIMs must be part of a broader regulatory strategy including cost-control reforms and low-income assistance to be effective.

The steel sector accounts for approximately 1 percent of US emissions and 7 percent of global emissions. The document argues that the US steel industry is at a critical juncture where it must either maintain coal-based production or reinvest in modern assets. It asserts that immediate congressional action and policy interventions can ensure US producers remain competitive while transitioning to cleaner production methods, particularly as the sector is influenced by global overcapacity and international trade benchmarks.

The briefing examines how high returns on equity (ROE) for regulated utilities hinder climate progress by incentivizing capital-intensive projects over energy efficiency, increasing the overall cost of the energy transition, and making utilities less competitive than third-party developers in procurement processes. It suggests that aligning ROEs with market conditions would lower costs for consumers and reduce utility resistance to renewable energy adoption.

RMI analysis indicates that Illinois households could save over $2,800 annually by implementing a combination of vehicle electrification standards, climate-driven agency planning, and renewed transit investments. These strategies could reduce pollution by up to 305 million metric tons between 2024 and 2050 and prevent thousands of deaths annually through reduced crash fatalities, improved air quality, and increased physical activity. While Illinois has received federal funding via the Bipartisan Infrastructure Law and Inflation Reduction Act, the report notes the state has yet to adopt clean vehicle standards or integrate climate metrics into infrastructure project scoring.

The report asserts that Western US states must collaborate on regional electricity transmission expansion to realize significant economic gains. It highlights that energy export states could see their market access grow from $3 billion to $40 billion per year by 2050 with increased capacity, while states with clean energy standards could reduce costs by over 30% through expansive regional planning.

The Philippines has a technical offshore wind potential of 178 GW, with the Department of Energy having awarded 92 Wind Energy Service Contracts totaling nearly 65 GW as of April 2024. To address a looming energy crisis caused by the expected depletion of the Malampaya natural gas field by 2030, the report identifies three priority zones—Manila Bay, Tayabas Bay, and Guimaras—that are suitable for initial fixed-bottom installations due to wind speeds exceeding 7 m/s and shallow waters. These zones are intended to serve as catalysts for the long-term market, which must eventually transition to floating foundation turbines since 90 percent of the country's technical potential is located in deep waters.

The report finds that there are enough projected tax credit-qualifying Energy Attribute Certificates (EACs) to meet the stated electrolytic hydrogen production goals across the seven Regional Clean Hydrogen Hubs. However, it identifies the lack of developed markets and data infrastructure for accessing these EACs as a critical challenge. The analysis suggests that while the physical availability of clean power is sufficient, the primary bottlenecks for the green hydrogen economy are traditional deployment issues such as siting, permitting, and interconnection.

The briefing outlines a three-pronged strategy to modernize the US power grid to accommodate increasing electricity demand from data centers, manufacturing, and electric vehicles. It advocates for 'Big Wires' (high-voltage transmission and grid-enhancing technologies), 'Small Wires' (distribution upgrades for diffuse loads like EVs), and 'Non-Wires' solutions (virtual power plants) to ensure a reliable and affordable transition to a fully electrified economy.

The guide describes how spectrometers on satellites detect the infrared signature of methane to identify emissions from oil and gas, coal, waste, and agriculture. It highlights the emergence of NGO-led missions like MethaneSAT and Carbon Mapper, which provide open-source, granular data to drive climate action and pressure emitters to reduce leaks.

RMI's analysis of US building emissions reveals that building operations account for 23% of annual carbon emissions, with single-family homes (58%) and commercial buildings (37%) being the primary contributors. The report argues that current green capital flows are insufficient and should be redirected from large commercial buildings toward the retrofit of existing buildings, specifically targeting single-family homes and small-to-medium commercial properties to achieve meaningful climate goals.

The document identifies the electrification of medium- and heavy-duty vehicles as critical for meeting US climate targets, given that trucks contribute 23 percent of the US transportation sector's carbon footprint. It argues that inadequate charging infrastructure is the primary bottleneck, as high-powered chargers (50 to 750+ kW) often necessitate costly and slow grid upgrades. Using Geotab ITS telematics data from 15 states adopting the Advanced Clean Truck (ACT) rule, the report aims to provide stakeholders with data on energy demand, grid impact, investment needs, and equitable prioritization of infrastructure.

The guide outlines four strategic initiatives for state DOTs to reduce the embodied carbon of concrete infrastructure: integrating Environmental Product Declarations (EPDs) into procurement, adjusting material specifications to allow higher supplementary cementitious material (SCM) content, demonstrating Performance Engineered Mixture (PEM) designs, and piloting innovative near-zero or zero-emissions materials.

The document outlines strategies for reducing methane emissions from US municipal solid waste (MSW) landfills, emphasizing the transition from traditional manual surface emissions monitoring (SEM) to advanced technologies like satellites, aircraft, drones, and fixed sensors. It provides a six-step framework for monitoring-informed mitigation: selecting a system, deploying it, pinpointing sources, identifying root causes, deploying mitigation measures, and verifying reductions. The guide highlights that while organic waste diversion is critical for future emissions, improving waste-in-place controls offers immediate climate benefits.

The document argues that most utilities are failing to fully account for the Inflation Reduction Act (IRA) in their integrated resource plans (IRPs), which leads to inaccurate planning and missed financial opportunities. It provides a four-part toolkit for regulators, including benchmarks for utilities, specific regulatory actions, a set of evaluative questions for IRP reviews, and an explanation of key IRA provisions.

The document outlines the role of virtual power plants (VPPs) in aggregating distributed energy resources (DERs) to provide utility-grade services and argues that strong policy and regulation are essential to scale these benefits over the next one to four years.

The report analyzes the US Department of Energy's Energy Infrastructure Reinvestment (EIR) program, which provides low-cost loans to repurpose energy infrastructure. It demonstrates that using EIR to refinance remaining coal plant balances and fund new clean energy assets can significantly reduce costs for ratepayers. Case studies of Alliant in Iowa and Ameren in Missouri show potential net present value (NPV) savings of $124 million and $413 million, respectively, compared to traditional utility financing. The report emphasizes the urgency for utilities to apply before the September 2026 approval deadline.