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The document introduces the Corporate Transition Assessment (CTA) framework, designed for financial institutions in India to move beyond surface-level disclosures and evaluate a company's transition readiness across strategy, feasibility, and accountability. It specifically applies this framework to a case study of a leading Indian primary steel producer ('Company X'), detailing the process of mapping transition vulnerability, assessing decarbonisation strategies, and evaluating the technical and economic feasibility of levers such as green hydrogen, scrap utilisation, and Carbon Capture, Utilisation, and Storage (CCUS). The guide also provides a broader analysis of the Indian steel sector's decarbonisation landscape, including the role of government policies and the potential of various technology pathways to reach net-zero targets.

The report finds that most leading financial institutions (FIs) have only begun to integrate methane into their transition plans, with significant gaps in target setting and a near-total lack of action regarding agrifood systems. While some FIs show partial action in implementation—particularly in risk strategy and policy engagement—most fail to disclose specific financed methane emissions data. The study highlights a disparity between the oil and gas sector, where some risk management exists, and the agrifood sector, which remains largely unaddressed despite its high emissions potential.

The report analyzes how the shift from internal combustion engine vehicles (ICEVs) to electric vehicles (EVs) will reshape India's automotive job market. It projects significant job creation in EV assembly, component manufacturing, service, and charging infrastructure, while highlighting the risk of obsolescence for ICE-specific roles. The document identifies critical skill gaps in battery engineering and power electronics and recommends a three-pronged strategy involving diverse financing, specialized courses, and supportive policies to ensure a just transition.

The document describes how replacing diesel-powered mining machinery with battery-electric alternatives or trolley-assist systems reduces greenhouse gas emissions. It focuses on the Copper Mountain Mine, where the use of hydroelectricity-powered trolley-assist systems for haul trucks is expected to reduce annual emissions by approximately 9,400 tCO2e.

The document highlights the use of methane drainage and utilization systems at the Pniówek Coal Mine in Poland to reduce greenhouse gas emissions. By capturing methane from coal seams and using it for on-site power or heat, the mine converts high-global warming potential methane into CO2. This specific project is estimated to reduce emissions by over 110,000 tonnes of CO2e per year, with a broader global potential for such solutions estimated at 833 MtCO2e.

The document highlights the transition to electric vehicles (EVs) as a method to eliminate tailpipe emissions, citing Shenzhen's replacement of internal combustion engine buses with 16,000 electric buses. While the transition in Shenzhen reduced transportation emissions by an estimated 1.4 million tonnes CO2e annually, it also increased emissions within the electricity sector due to charging demand. The report notes a total project impact of 1 MtCO2e and a global emissions reduction potential for EV transitions of 3 BtCO2e.

The document highlights the impact of Thailand's NAMA Rice Farms program, which utilizes Alternate Wetting and Drying (AWD) and balanced fertilizer use to reduce methane and nitrous oxide emissions in rice cultivation. The program has achieved a reduction of 1.9 million tonnes of CO2e between 2018 and 2024, with a current annual project impact of 266,730 tCO2e across 320,000 hectares.

The document highlights Uganda's use of the United Nations-backed REDD+ initiative to combat deforestation, which saw the country lose over 60% of its forests between 1990 and 2015. By implementing improved forest monitoring, community-led reforestation, and energy-efficient stoves, Uganda achieved a verified emissions reduction of 8 million tonnes CO2e between 2016 and 2017. This success made Uganda the first African country to receive results-based payments from the Green Climate Fund, totaling 31 million USD. The specific project spotlighted has an estimated annual emissions reduction potential of 4 MtCO2e.

The report argues that fossil fuel supermajors use the voluntary carbon market (VCM) as a strategic pillar to maintain a green image while continuing carbon-intensive operations. It details how these companies and trade associations like IETA and API lobby for weaker credit quality standards and increased flexibility in offsetting Scope 3 emissions. The document specifically critiques the governance of the Integrity Council for the Voluntary Carbon Market (ICVCM) and the Voluntary Carbon Markets Integrity Initiative (VCMI), alleging that the inclusion of industry representatives in decision-making roles creates significant conflicts of interest that risk diluting integrity standards.

The document explores how sunlight reflection methods (SRM), such as stratospheric aerosol injection (SAI) and marine cloud brightening (MCB), interact with global security. While SRM could mitigate climate-driven security risks by lowering temperatures, it may introduce new tensions regarding its use and outcomes. The briefing distinguishes SRM from cloud seeding, noting that while the latter has a history of weaponisation (e.g., Operation Popeye), SAI and MCB are too imprecise for direct weapon use but could still be used for general disruption. It argues that large-scale deployment would be difficult to hide due to detectable infrastructure and atmospheric effects. Two hypothetical scenarios are presented: one involving military tensions in the Arctic over an SAI programme and another involving accusations of drought in South Asia. The authors recommend building trust, transparency, and using scenario gaming to manage these security challenges.

The policy brief advocates for a hierarchical approach to industrial decarbonization in the United States, prioritizing energy efficiency and electrification over carbon capture, utilization, and storage (CCUS). It argues that CCUS should be limited to niche uses because it fails to address upstream emissions, captures only about 90 percent of CO2, and prolongs fossil fuel infrastructure. The document identifies six high-priority CCUS use cases, dividing them into long-term solutions for process emissions and bioenergy, and short-term solutions for blue hydrogen production, high-temperature heat, high-purity CO2 streams, and new efficient facilities.

China experienced a record surge in coal power commissioning and project proposals in 2025, despite a decline in actual coal power generation and the rapid growth of clean energy and storage. The report highlights a growing gap between investment decisions and system realities, noting that new capacity is dominated by large, inflexible units designed for baseload operation. This trend risks creating stranded assets and structural barriers to decarbonisation. The authors argue that the 15th Five-Year Plan must end net coal capacity growth and shift coal's role from a primary energy source to a flexible, residual support system to meet 2030 climate targets.

The global pipeline for wind and utility-scale solar reached 4.9 TW in 2025, an 11% increase, though growth has slowed compared to 2024. China dominates the landscape, with over 1.6 TW of operating capacity and 1.5 TW in its prospective pipeline. In contrast, G7 countries account for only 11% of prospective capacity additions, with their pipeline remaining largely stagnant at approximately 520 GW since 2023. Distributed solar represents about 42% of global solar capacity but remains highly concentrated in a few countries, with China leading at 489 GW. The report concludes that current pipelines are insufficient to meet the COP28 goal of tripling renewable energy by 2030, with a projected deficit of 1 TW for wind and 1.6 TW for utility-scale solar.

The report evaluates a pilot project by Oorja Development Solutions that integrated solar milling services with existing solar irrigation infrastructure in Uttar Pradesh. Findings indicate that while solar mills reduce costs and travel distances for households, sustained adoption is hindered by operational issues such as operator unavailability and inconsistent grinding quality. The study highlights positive shifts in women's mobility and autonomy due to the proximity of the mills, as well as dietary improvements from more frequent, small-batch processing. It recommends that Indian policy frameworks, specifically PM-KUSUM, be expanded to incentivize multi-use solar systems and gender-inclusive designs.

The evaluation of solar-powered community mills in Uttar Pradesh shows that utilizing idle solar irrigation capacity for milling reduces costs and travel distances for smallholders while improving food freshness. While the project yielded modest gains in women's autonomy and mobility, sustained adoption was hindered by operational challenges such as operator unavailability and infrastructure issues. The document recommends integrating secondary-use models into India's PM-KUSUM scheme to optimize solar asset utilization.

The document argues that while India has expanded clean cooking via LPG subsidies, this pathway creates fiscal burdens and import dependencies. It advocates for a shift toward biogas in rural regions and e-cooking in urban areas, noting that both are more cost-effective over their lifecycles than LPG. The brief provides evidence from fieldwork in several Indian states and cities, highlighting that e-cooking could save the government over INR 2 trillion in subsidies by 2050. Key barriers identified include high upfront costs and inadequate maintenance services, which the authors suggest addressing through redirected subsidies and decentralized service centers.

The report details a randomized control trial (RCT) involving 242 SunCulture customers in Kenya to test whether providing free electric pressure cookers (EPCs) powered by solar irrigation batteries could reduce reliance on polluting fuels. The pilot found that while EPCs are feasible and generally liked, their adoption is hindered by intra-household gender dynamics—where men typically control battery use while women control cooking—and competition with other appliances like televisions. Although the intervention increased EPC usage by 49 percentage points, the impact on displacing traditional fuels like firewood and charcoal was not statistically significant, likely due to the availability of LPG among the relatively wealthier study participants. The authors recommend integrating secondary-use mechanisms into solar irrigation programs, redirecting LPG subsidies toward e-cooking, and developing 'priority ports' to ensure energy is allocated to cooking.

The study found that using solar irrigation systems for secondary cooking purposes is feasible, with 63% of treated households using EPCs at least once weekly. While EPCs modestly reduced reliance on traditional fuels and increased battery electricity consumption by up to 26% among active users, adoption was constrained by limited battery capacity, competing energy needs for entertainment, and gendered disparities in energy control. Education was the strongest predictor of adoption, and high price sensitivity suggests a need for targeted subsidies or financing to scale the technology.

The report argues that India's reliance on liquefied petroleum gas (LPG) and piped natural gas (PNG) creates energy security risks and fiscal burdens due to high import dependence and subsidies. It advocates for a shift toward decentralized biogas for rural households and e-cooking for urban areas to align with net-zero goals. Fieldwork in Punjab, Rajasthan, and Uttarakhand shows that biogas is highly satisfactory and reduces firewood use by 70%, though high upfront costs remain a barrier. In urban centers like Delhi and Bengaluru, e-cooking is found to be cheaper in operational expenditure than LPG or PNG, with the potential to save the government up to INR 2.4 trillion in subsidies by 2050 under a high-growth scenario.

The report inventories 130 support measures across six energy types in Indonesia: oil and gas, coal, electricity, renewable energy, biofuels, and electric vehicles (EVs). It details various mechanisms including direct financial transfers, tax exemptions, and price regulations. For the period FY 2021 to FY 2024, 27% of these measures were quantified using official government data, while 64% remained unquantified due to data limitations. The annex provides specific legislative references and nominal values in IDR and USD for each measure.