Category: Knowledge Centre

Southeast Asia Energy Outlook 2026: Report

Southeast Asia is a very dynamic region that is set to be a major driver of global energy demand growth, but the Middle East conflict has provided a stark wake-up call for the region’s energy system. Governments are focused on managing the short-term energy impacts of the crisis. Immediate impacts have been felt most acutely in refining, petrochemicals, power generation and cooking fuels. A stronger and more co-ordinated regional response will be essential to address these challenges. The outlook for electricity supply and emissions is increasingly shaped by the pace at which renewables and other sources of low-emissions power can be scaled up. Delivering this transition depends on an efficient build-out and use of enabling infrastructure, particularly grids and storage. 

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Renewables Shield Spain from Rising Gas Prices: Report

Electricity market prices in Spain remain among Europe’s lowest despite elevated gas prices since March 2026. Strong growth of renewables in the Iberian power system has significantly weakened the link between gas and electricity prices since the gas crisis of 2021-2024. This has effectively shielded Spanish electricity prices from the gas price spike following the US-Israel war with Iran. Spanish billpayers are avoiding costs of €10 per month thanks to shielding of electricity prices. If electricity prices were still linked to gas prices as strongly as in 2021, a typical household on the regulated tariff would be paying €10 more per month in electricity bills due to elevated gas prices since March 2026.

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BRICS Clean Fuels Outlook: Report 

The report examines the role of new and sustainable fuels in supporting the energy transition across BRICS countries, with a focus on their potential to contribute to decarbonization, energy security, and economic development. The report highlights national experiences, policy approaches, and emerging initiatives, identifying opportunities for enhanced cooperation among BRICS members. Areas such as research and development, technology transfer, market creation, and standardization are emphasized as key drivers for accelerating deployment. By bringing together diverse perspectives and experiences, this report aims to strengthen collaboration within BRICS and contribute to global discussions on sustainable fuels. 

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Securing Critical Minerals in the US: Paper

Numerous countries have developed critical minerals lists. These lists greatly overlap but are rarely identical because vulnerabilities and demand are unique to each country’s geology, capacity, and requirements. The United States 2025 List of Critical Minerals, developed by the U.S. Geological Survey, includes sixty minerals, up from fifty in 2022. Unlike many other countries, the United States does not group heavy and light rare earth elements (REEs) or Platinum Group metals, resulting in larger lists.

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Energy in Northern Island 2026: Report

Wind remains the dominant source of renewable generation of electricity in Northern Ireland accounting for 72% of total renewable generation volumes in 2025. Such reliance on wind does mean that monthly renewable generation volumes in Northern Ireland can be prone to large fluctuations, due to changing weather conditions. Around two thirds of renewable generation capacity and generation volumes was accounted for by three of the eleven Northern Ireland district council areas namely: Causeway Coast & Glens; Derry City & Strabane; and Fermanagh & Omagh.

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Floating Solar Potential in India: Report

The report presents a comprehensive, data-driven assessment of India’s FSPV potential. The study estimated India’s total floating solar potential at approximately 102.18 GWp, with a constraint of using only 20% of the reservoir area. The potential is unevenly distributed across states, with particularly high concentrations in Maharashtra, Madhya Pradesh, Karnataka, Odisha, Telangana, and Gujarat, reflecting the availability of large, technically suitable reservoirs and inland water bodies. By optimising the use of underutilised water surfaces, floating solar can help overcome land constraints, enhance energy security, support water conservation objectives, and accelerate progress toward national renewable energy and climate targets.

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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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