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The document argues that relying solely on voluntary corporate credits is insufficient for scaling CDR and proposes three diversified demand pathways: credit purchasing through government procurement and compliance markets, demand for differentiated low-carbon products enabled by carbon accounting and 'Buy Clean' policies, and 'flipping the script' by funding services where CDR is a co-product, such as wildfire prevention or waste management.

The briefing examines the potential of Energy Resource Interconnection Service (ERIS) to address load growth and high energy prices in the PJM region. Based on analysis by Aurora Energy Research, the document asserts that wind and solar resources electing ERIS are financially viable and could save ratepayers nearly $11 billion over a decade if 10 GW are deployed by 2028. It calls for PJM to decouple ERIS studies from Network Resource Interconnection Service (NRIS) tracks and minimize network upgrade requirements to accelerate deployment.

The US electric grid faces severe supply chain constraints, with lead times for large power transformers reaching up to four years and prices for power line cables doubling since 2019. Domestic production is insufficient, meeting only 20% of demand for large power transformers in 2025. To address this, the document proposes a three-pronged federal strategy: easing near-term bottlenecks through allied partnerships and production ramps; expanding domestic capacity via manufacturing tax credits and low-cost scaling capital; and promoting innovation in next-generation grid hardware. It also highlights subnational opportunities for states to attract investment through tailored workforce training and industrial clustering.

The document argues that implementing rigorous voluntary mining standards, specifically the Initiative for Responsible Mining Assurance (IRMA) standards, is economically rational and strategically important for the energy transition. While adoption is often hindered by a lack of clarity regarding costs and return on investment, the analysis suggests that these practices protect asset value, reduce operational risk, and improve access to markets and capital.

The chemicals sector contributes approximately 5% of global greenhouse gas emissions, with production projected to grow up to 43% by 2050. While low-emission technologies exist, their scale-up is hindered by high capital intensity, long investment horizons, and complex value chains where intermediaries have little incentive to pay premiums for green inputs. To address this, the Center for Green Market Activation (GMA) and RMI are promoting demand aggregation and 'book and claim' systems using Environmental Attribute Certificates (EACs). These mechanisms allow downstream brands to pay for emissions reductions directly to upstream producers, bypassing value chain intermediaries and geographic constraints. GMA and RMI have launched a Low-Emissions Chemicals Initiative focusing on low-emissions ethylene to provide the demand certainty required for capital-intensive projects.

The United States is well-positioned to lead the next-generation geothermal supply chain due to significant overlaps with the oil and gas industry, though gaps remain in superhot rock (SHR) compatible rigs and power conversion turbomachinery. While investment in the sector grew from $22 million in 2018 to $2.2 billion in 2025, the report warns that equipment supply chains could become a bottleneck for national-scale adoption. Developing a domestic supply chain could create over 100,000 jobs in wellfield and plant operations and catalyze manufacturing growth in regions like Louisiana, Texas, Oklahoma, Georgia, New York, North Carolina, and South Carolina. To secure this advantage, the report recommends expanding the 45X advanced manufacturing production tax credit to geothermal and improving data on equipment capacity and production costs.

The PJM region expects approximately 30 GW of new electricity demand by 2030, primarily from data centers, amid rising capacity market prices and slow interconnection timelines. In response, the PJM Board's January 2026 CIFP-LLA decision establishes a regional framework for load forecasting, 'bring-your-own resource' options, a 'connect and manage' curtailment approach, and a 'reliability backstop' capacity auction. RMI argues that states must operationalize this framework through specific retail-level actions: establishing large load tariffs (LLTs) to prevent cost-shifting, improving load forecast validation to reduce speculative requests, and implementing non-firm service tariffs to prioritize the curtailment of large loads over residential customers. Additionally, the briefing recommends that states pursue permitting reforms to accelerate new generation, deploy virtual power plants (VPPs) and advanced transmission technologies (ATTs) to expand grid capacity, and coordinate regionally to advocate for deeper PJM generator interconnection reforms.

The study evaluates 23 CDR pathways for Massachusetts, concluding that while several are suitable for deployment and R&D leadership, in-state CDR alone cannot meet the projected 14 million tCO2e annual removal need by 2050. The report suggests that achieving the Net Zero 2050 mandate will require a combination of additional emissions reductions, regional coordination, and out-of-state CDR procurement.

The playbook offers a structured set of questions for advocates and regulators to use across pre-filing, planning, and ratemaking proceedings. It emphasizes the need to clarify who bears the cost of distribution investments, especially when load or distributed energy resource (DER) forecasts are inaccurate, and suggests the use of guardrails like cost caps and reconciliation rules to protect residential customers.

This case study examines Michigan's clean community financing ecosystem, highlighting how a dense network of green banks, CDFIs, and state-level initiatives can be coordinated to scale clean energy investments. It identifies key institutional actors, such as Michigan Saves and the Michigan Climate Investment Hub, and discusses the necessity of segment-specific working groups and technical assistance to overcome barriers like high electricity rates and limited specialized labor.

RMI analysis indicates that wind and solar revenues in some US agricultural states are approaching the scale of major commodities, providing farmers with predictable income and counties with tax revenue for public services. While wind projects typically maintain agricultural land use, solar arrays have a larger footprint, leading to the exploration of agrivoltaics. In 2024, nine states generated over $1 billion each in wind and solar revenue, totaling $23 billion.

The US government has shifted toward taking equity stakes in private critical mineral projects to diversify supply chains and reduce dependence on China, which dominates the mining and refining of minerals like gallium and rare earth elements. While seven such projects were announced in 2025, the document argues that equity alone is insufficient for long-term stability. It highlights the MP Materials deal—which included a price floor and offtake commitment—as a model for providing demand safeguards. The author recommends establishing a centralized, congressionally authorized program to coordinate these investments and pair them with demand-side policies to ensure a sustainable domestic industry.

While India has established technical standards and initial commercial production for Limestone Calcined Clay Cement (LC3), which can reduce emissions by up to 40%, widespread adoption is hindered by a lack of standardized concrete mix designs, inconsistent supply chains, and the absence of Environmental Product Declarations (EPDs). The document argues that scaling requires a regional strategy to compete with other supplementary cementitious materials, the identification of low-risk 'first-use segments' like non-structural elements, and demand aggregation to stabilize supply.

RMI and OTS R&D conducted laboratory tests on residential split systems and packaged rooftop units to determine if reclaimed R-410A refrigerant, processed to AHRI 700 standards, performs differently than virgin refrigerant. The results showed no statistically significant differences in heating capacity, cooling capacity, or energy efficiency across all tested operating conditions. The report argues that scaling refrigerant recovery and reclamation is essential to bridge the structural gap between declining HFC production under the AIM Act and the ongoing servicing demand for existing equipment, particularly for R-410A, which served approximately 85% of US residential and 92% of light commercial cooling systems in 2022.

The report finds that by 2030, private sector demand for near-zero emissions steel in the analyzed Asia-Pacific countries will reach 6.1 million tons, with an additional 11.5 million tons possible through aligned public procurement. However, the projected clean steel supply pipeline of 2.5 million tons is insufficient to meet this demand, creating a gap that could be filled by new projects or green iron imports from Australia. Scaling this market requires overcoming barriers such as unclear product standards and price premiums through government incentives and demand aggregation mechanisms.

The briefing examines the impact of energy supply disruptions stemming from the US-Iran war, noting that the current crisis is larger than the 1970s oil embargo. It argues that while governments are using short-term fixes like strategic reserves and subsidies, the long-term solution lies in electrification, demand-side efficiency, and the scaling of 'green molecules' like hydrogen and ammonia. The text highlights specific vulnerabilities in Southeast Asia and the US, and suggests that mitigating methane leakage and flaring could recover energy volumes equivalent to approximately half of worldwide LNG trade.

The document outlines the six-step interconnection process for large loads (over 20 MW), detailing the progression from preliminary inquiry to the execution of an interconnection agreement. It distinguishes between customer interconnection facilities, which are typically paid for by the customer, and network upgrades, which ensure broader grid reliability and are often allocated across a service territory. The guide also describes the roles of FERC and state PUCs in cost recovery and allocation.

The briefing proposes a 'regional-first planning' approach to integrate large load interconnection requests, such as those from data centers, into a single region-wide planning model. This method aims to replace project-by-project analysis with coordinated system-level solutions, thereby reducing total transmission costs and closing regulatory gaps regarding the oversight of network upgrades.

The policy brief advocates for system-wide transmission planning over the customer-by-customer load interconnection process to manage rapid electric load growth. It highlights that system-wide planning, which evaluates needs over 5 to 20 years, leads to more efficient grid design and higher benefit-to-cost ratios. To manage the risk of anticipated load not materializing, the document recommends scenario planning to identify "least-regrets" projects and phased, modular investment strategies with built-in triggers, illustrated through case studies from the Southwest Power Pool, ERCOT in Texas, and NV Energy in Nevada.

The briefing proposes a 'new carbon economy' to manage carbon as a valuable resource rather than just a waste product. It identifies five core activities—point source capture, carbon dioxide removal, utilization, storage, and transportation—and argues that a lack of coordination between these sectors is currently delaying infrastructure investment and risking the misallocation of resources. The author asserts that a broad coalition of experts and civil society is needed to define a strategic vision for this system to ensure it supports decarbonization without extending the life of fossil fuel power plants.