Category: Knowledge Center America

Decarbonising US Power Sector: Report

The report assesses how much the current policy environment preserves the benefits of the prior policy environment, situates those modeled results within the real-world forces shaping delivery, and draws out what the findings imply for future policy priorities and public spending. The report further uses Energy Innovation’s Energy Policy Simulator to compare two modeled scenarios of the US power sector: a current scenario defined by the OBBBA without the Biden-era Environmental Protection Agency regulations and a prior trajectory defined by the IRA with those regulations intact. The analysis focuses on the 2025-2035 window, when the gap between the scenarios grows fastest and today’s policy decisions can most directly shape the outcome. 

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Impacts of Energy Policy Changes in US: Report

The report examines that the US’ energy policy framework has shifted dramatically during the second Trump administration and 119th Congress. The report uses the Energy Policy Simulator (EPS) to model federal policy decisions made since January 2025 to determine what the near future holds for families and businesses in terms of energy costs, public health, job losses, and grid reliability. The report further analyses effects of policy changes on energy prices, the economy, air pollution, and healthcare spending from 2026 to 2040. The analysis highlights that households will pay an additional $650 billion for energy – an average of $460 per household in 2035 and $490 in 2040, cutting policies that drive innovation and efficiency in the transportation sector will inflate gasoline prices 14 percent in 2035 and 26 percent in 2040.

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Affordable Energy Pathways for New England: Report 

The report “Alternatives to New England’s Energy Affordability Crisis” published by Always on Energy Research demonstrates how a focus on deploying reliable nuclear and natural gas power plants could yield hundreds of billions of dollars in savings for New England electricity customers compared to the grid outlined in the Renewable scenario stated in their previous report. The report suggests that decarbonizing New England’s economy will not be easy or affordable. Each of the four scenarios studied will have significant inflationary impacts on electricity costs in the ISO-NE region, harming families and businesses in the region by causing their power bills to rise.

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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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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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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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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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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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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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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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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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Energy Communities in Colombia: Paper

This working paper presents an analysis of ECs’ design for climate resilience, grounded in a conceptual framework that examines the interrelationships among energy, water, and food. This analysis identifies and proposes pathways to enhance the long-term sustainability of community energy initiatives and guides their design through a multidimensional, comprehensive analysis that goes beyond energy alone.

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Global Energy Review 2026: IEA Report

Solar PV, the largest single source of growth, met more than 25% of higher demand, followed by natural gas, which contributed 17%. This was the first time on record that a modern renewable source contributed the largest share of global energy demand growth. Demand for oil, natural gas and coal all grew in 2025, but at a slower rate than in 2024. Low-emissions sources combined – solar, wind, nuclear, hydropower and other renewables – contributed nearly 60% of the growth in global demand. Coal demand in 2025 grew only modestly above 2024 levels, rising by around 0.4%.

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Electric Truck and Bus Market in US: Brief

A total of 460,299 medium- and heavy-duty vehicles (MHDVs) were registered in 2025 in the United States, of which 2,375 (0.52%) were zero-emission. Total registrations contracted by 7.6% compared with 2024, and zero-emission registrations had a sharper decline of 15.5%. The annual zero-emission registration share slipped from 0.56% in 2024 to 0.52% in 2025, ending the upward trend observed in recent years. California had the highest number of new zero-emission MHDV registrations in 2025 (875), followed by Texas (152), New York (119), Pennsylvania (112), and New Jersey (103).

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Global Energy Outlook 2026: Report

Electricity demand is surging. Projections for power consumption around the world have been revised upward in recent years, incorporating rising demand from data centers and the electrification of end-use sectors such as transportation. Although these trends vary across regions, they add up to a rapidly electrifying world. World coal demand has grown faster than expected. Under most scenarios, wind and solar grow to account for more than half of global electricity generation by 2050.

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Energy Transition in Mexico: Brief

Mexico’s trajectory has diverged in recent years due to shifting federal priorities, policy uncertainty, and a re-emphasis on fossil fuels. Although a new administration has created an opening for renewable energy investment and a potential opportunity for investors, Mexico must contend with the political uncertainty generated by mandates for state-owned electricity production, recent cancellations of renewable energy auctions, and constitutional reforms to unlock long-term success in meeting its climate and energy goals.

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British Columbia’s Distributed Energy Resource Potential: Report

As B.C.’s electricity demand grows, a new resource is emerging in homes and businesses across the province: distributed energy resources like EVs, heat pumps, smart thermostats, and smart water heaters that can flexibly manage when electricity is used. The report examines how DERs could contribute to B.C.’s electricity system under multiple future scenarios and finds they can provide grid capacity at lower cost than building new infrastructure—strengthening the case for stronger incentives and programs to scale their adoption.

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Energy Storage Powers US Manufacturing: Report

Energy storage is rapidly becoming one of the most powerful engines of American industrial growth. Across battery systems, cells, and critical minerals, energy storage is rapidly building a full-stack, end-to-end American supply chain. This momentum follows the industry’s 2025 commitment to invest $100 billion in American manufacturing and minerals production, which ultimately is expected to generate over 350,000 new jobs. Energy storage now represents one of the fastest-growing advanced manufacturing sectors in the US economy.

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US Transmission Planning and Development Report Card

The 2025 Transmission Planning and Development Report Card released by Americans for a Clean Energy Grid (ACEG) provides an updated assessment of US transmission planning and development across ten regions. The report shows incremental improvement in transmission planning across most of the regions, driven largely by reforms to regional planning. However, many regions continue to fall well short of best practices, and progress remains uneven relative to the scale and urgency of today’s transmission needs.

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Sheltering from Global Oil Shocks: Report

The report details demand-side options open to households, businesses and governments to shelter themselves from today’s oil shock and relieve the strains on affordability, based on the agency’s energy security expertise as well on specific country examples. Governments can take the lead, both by setting an example and by facilitating these actions, but many can be adopted by individuals and businesses directly. Most of these options relate to consumption of road transport fuels, but they also cover fuel use for air transport, cooking and industry.

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