Category: Knowledge Centre

State of US Clean Power in Q1 2026: Report 

Developers canceled more than 8 GW of planned clean power projects in the first quarter 2026 alone, including 4.7 GW of solar projects, bringing total cancellations since the start of 2025 to more than 21 GW nationwide. Developers announced 693 GW of clean power projects nationwide, including projects that are operating, planned and under construction. Planned investment in clean power projects is estimated to reach $377 billion through 2031. An additional 222 GW of clean power projects remain planned or under construction nationwide, with solar and battery storage accounting for 85 per cent of that pipeline. Texas continues to lead the nation in clean power development, with nearly twice as many announced clean power projects as California.

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EV Policy Landscape in Vietnam: Brief 

The brief reviews Vietnam’s existing EV policies, including fiscal incentives, supply-side regulations, and supplementary policies supporting EV infrastructure and access, alongside current EV market conditions for passenger cars, two-wheelers, and heavy-duty vehicles. The brief highlights sales volumes grew from 162,000 vehicles in 2019 to 288,000 in 2021 but have since plateaued at approximately 9 percent market share, highlighting the need for supporting policies to drive wider adoption. It also recommends developing a clear, science-based definition of green energy, quick implementation of  mandatory fuel consumption standards for passenger vehicles and two-wheelers, enforcing EV production and sales mandates, providing financial and non-financial incentives to stimulate EV adoption.

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Luxembourg Energy Policy Review: Report

Luxembourg’s climate and energy goals are aligned with the EU targets for a 55% reduction in greenhouse gas emissions by 2030 and a 90% reduction by 2040, and it has legally enshrined net zero emissions by 2050. Despite rapid population and economic growth, energy-related emissions have already fallen by 40% since 2005, reflecting the success of early measures. Public support for climate action is also robust, providing a strong foundation for the next phase of the transition. To meet its targets, however, Luxembourg will need to implement more ambitious decarbonisation policies while carefully managing energy security and affordability considerations. 

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US Short-Term Energy Outlook: Report

US electricity demand in the forecast rises 1.3% in 2026, averaging almost 4,250 billion kilowatthours and growing another 3.1% in 2027. Electricity demand growth is led by growth in the commercial sector, which is expected to outpace residential demand in 2027 for the first time on record. Industrial demand is also increasing, although at a slower pace. Residential electricity prices are expected to increase by 5% in 2026 and to continue to rise in 2027, although at a slower pace. The forecast for utility-scale solar generation in 2026 is 1.4% higher than in the previous outlook

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Austria Energy Policy Review: Report

Austria has one of the most ambitious climate and energy targets in the world; achieving them requires actionable delivery strategies and adequate funding. Austria has the highest share of renewable energy in electricity consumption in the European Union and is the first European country to develop a pioneering approach to integrated energy system planning. However, the gap between ambition and delivery is widening. This report provides advice on how Austria can achieve its policy goals with particular focus on two areas: energy system flexibility and industrial competitiveness and decarbonisation.

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Electric Vehicles in ASEAN: Report 

The report examines ASEAN’s potential to emerge as a regional hub for the production and adoption of battery electric vehicles (BEVs), with a focus on the sustainability of the supporting ecosystems. It analyses the role of total cost of ownership in determining the competitiveness of BEVs relative to conventional vehicles, alongside the need to reduce lifecycle carbon emissions and address negative externalities associated with the value chain, including those arising from nickel mining. The report explores how regional production networks and supply chains must be developed and coordinated to support the electric vehicle transition.

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State of Climate in Latin America and the Caribbean: Report

Temperatures remained well above average, with 2025 ranking among the fifth to eighth warmest years on record across Latin America and the Caribbean, at around +0.40 °C above 1991–2020 levels. Andean glaciers are losing mass at an accelerating rate with implications for long-term water security in the region. Sea levels are rising faster than the global average along the northern Atlantic coast of South America and across Central America and the Caribbean. As extreme heat events intensify, reducing avoidable mortality will depend on strengthening climate–health cooperation, improving mortality attribution and embedding climate intelligence into health planning and emergency preparedness across the region.

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Energy Transition in the Western Balkans: Report

The Western Balkans are entering the energy transition under structurally more demanding conditions than most EU Member States. High carbon intensity, ageing energy infrastructure, and continued reliance on coal and hydropower intersect with increasing pressures stemming from EU climate policy, market integration, and the introduction of the Carbon Border Adjustment Mechanism. This report examines the implications of decarbonisation for competitiveness, energy security, and economic development across the Western Balkans. While renewable energy deployment is accelerating, progress is constrained by outdated grid infrastructure, limited institutional capacity, and restricted access to finance. 

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South Asia’s Energy Transition amid Global Disruptions: Report 

From India to Bhutan and Sri Lanka to Nepal, countries in South Asia are making a big push towards their energy transition. Energy developments in the region, however, are unfolding in a geopolitical environment that has heightened concerns around energy security and strengthened the case for renewable energy as a strategic imperative for economic stability and national security. This report brings together perspectives from South Asia on the emerging trends and challenges for a just energy transition. The report highlights several challenges facing South Asia’s energy transition, including complex trilemma with respect to high-cost, high-risk, and massive-scale capital needs, bottlenecks in electricity markets, infrastructure, and governance systems.

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Electric Bus and Truck Market in Brazil: Paper

Zero-emission heavy-duty vehicle sales in Brazil reached 1,265 units in 2025, a 48% increase compared with 2024 and the highest level since data began to be collected. Growth, however, was uneven across segments. Zero-emission trucks accounted for just 0.4% of total truck sales. Light and medium trucks (3.5-15 tonnes)-which are mainly used in urban logistics and are less dependent on public charging infrastructure-achieved a 1.7% market share. By contrast, although heavy trucks (15+ tonnes) represented the largest share of HDV sales, with more than 85,000 units sold, their ZEV penetration remained limited at 0.06%.

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Africa and the Energy Transition Politics: Brief

The brief analyses the three dominant transition visions currently shaping global climate negotiations: phase out, phase down, and transition away from fossil fuels; and argues that these are not solely technical climate pathways but competing political and economic visions of the future energy system. While momentum to reduce fossil fuels is growing globally, the brief highlights that the transition debate remains deeply contested over issues of equity, development, energy security, finance, and industrial transformation. The brief argues that Africa should avoid aligning rigidly with any single transition narrative.

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Accelerating Solar and Storage Deployment in EU: Report

The report demonstrates that scaling up solar power and battery storage, as the cheapest and most versatile forms of power generation, offers the most effective and immediate pathway to deliver on all three pillars of the energy trilemma: sustainability, affordability, and security. The report identifies a sweet spot where consumers benefit from lower average prices, while preserving the business case for large-scale solar investments, which has become increasingly unattractive as more frequent negative price-hour events decrease the value of solar power.

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Optimising US Transmission Network: Paper 

Grid-enhancing technologies are playing a critical role in modernising the US power system by improving transmission efficiency, increasing grid reliability, and enabling greater integration of renewable energy resources. The report highlights the need to modernise and optimise the US electricity transmission network amid rising power demand, ageing infrastructure, growing renewable energy integration, and increasing grid congestion. Power grid enhancement solutions can unlock substantial additional transmission capacity from existing infrastructure, often at a fraction of the cost of building new infrastructure and in months rather than years.

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India’s AgriPV Potential: Report 

The report presents India’s GIS-Based AgriPV potential assessment, evaluating the country’s agricultural lands through multiple filters-slope, soil productivity, solar resource, flood risk, landuse, and protected area buffers. 47.35 million hectares of “restricted cropland” considering all crop categories, out of which around 2.835 million hectares of land is available for selected crop categories suitable for AgriPV. Considering validated AgriPV power density values ranging 0.42-0.75 MW/ha, the national AgriPV potential ranges from 1,192 GW to 2,129 GW.

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Germany’s Battery Opportunity: Report 

Germany hosts around a quarter of the EU’s total large-scale battery capacity, with over 2.5 GW operational by the end of 2025 which is more than double the capacity of just two years earlier. Germany has a strong grid-scale battery pipeline, but the lack of an ambitious clean flexibility strategy and the preferential treatment of gas in forthcoming auctions risk slowing deployment, causing the country to forego the benefits of batteries and remain locked into gas import dependency for decades. Empowering batteries will help fortify Germany’s energy security. 

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Australian Energy Market Dynamics: Report 

East Coast Australian energy dynamics from the report indicate that operational demand remained steady, with distributed PV growth offsetting underlying demand growth. Renewables supplied a higher share of NEM generation, reaching new Q1 highs. Expanded battery capacity reshaped supply patterns across the day. WEM supply mix shifted further towards renewables, while battery storage reshaped intraday supply patterns while average WEM energy prices remained consistent year-on-year, with lower volatility, and essential system services costs declined for the west coast energy market. 

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Colorado’s EV Ecosystem: Paper

The paper evaluates the number, type, and distribution of EV chargers needed to achieve Colorado’s goal of 940,000 electric vehicles (EVs) on its roads by 2030 and 2.1 million by 2035. It was found that the number of non-home Level 2 chargers will need to increase to more than 35,000 by 2030, while non-home DC fast chargers will need to increase to around 2,900 by the same year. By 2035, approximately 55,000 non-home Level 2 and about 4,200 DC fast chargers will be needed to support the growing EV fleet.

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Climate Finance Landscape in Ethiopia: Report 

Ethiopia’s climate finance has gradually increased but must rise by at least fourfold to meet identified needs. Tracked flows averaged USD 2.3 billion annually in 2022/23, equivalent to approximately 1.7% of GDP. This is an 11% increase from the annual average of USD 2.1 billion in 2020/21 but still well below the estimated USD 10.6 billion annual requirement under the NDC 3.0 (2025-2035). Ethiopia’s heavy reliance on international public sources exposes its climate agenda to the constraints of external concessional finance.

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Asia-Pacific’s Green Steel Demand Opportunity: Report

As the biggest steel-producing and consuming region, Asia-Pacific is key to transitioning the global steel industry to clean energy. This report analyses the steel buyer landscape in seven steelmaking countries in the APAC region to estimate the size of regional near-zero emissions steel demand by 2030. The report also explores the opportunities, barriers, and key levers that can affect offtake in this region, drawing on interviews with steel buyers, steel producers, and other market stakeholders.

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Canada’s Clean Energy Investment Opportunity: Report

Canada is well positioned to capture up to $200 billion in clean energy investment over the next decade, but realizing that opportunity will require improvements to the systems that move projects from approval to construction. The country has strong wind and solar resources, a stable policy environment, deep capital markets and a growing slate of projects already in development. Canada has the fundamentals to compete for that capital, but the work required to do so is substantial and time-sensitive. 

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