Category: White Papers

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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UK’s Plans and Progress to Net Zero by 2050: Briefing

The UK is committed to reaching net zero by 2050. This means that the total greenhouse gas emissions would be equal to the emissions removed from the atmosphere, with the aim of limiting global warming and resultant climate change. The UK Government has adopted a suite of policies in order to reach net zero. This briefing provides an overview of the background context for net zero, headline policies since 2020, and current progress towards this goal. It gives a breakdown of current net zero policy by some of the key sectors, including stakeholder commentary on this progress.

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Navigating Energy Transition in Brazil, Indonesia and South Africa: Briefing

Brazil, Indonesia, and South Africa diverge in important ways: Brazil is a net crude oil exporter with a commodity-dependent growth model; Indonesia relies heavily on domestically produced coal but remains a major importer of oil products; and South Africa is a net importer of most fossil fuels and faces a protracted electricity crisis driven by the decline of its coal-based utility system. This briefing provides a snapshot of political economy insights relating to dynamics around energy security in Brazil, Indonesia, and South Africa.

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Industrial Transformation in ASEAN: Paper

ASEAN countries have set bold renewable and net-zero targets not just to cut emissions but to strengthen energy and fiscal resilience. Implementation, however, remains uneven. This white paper by the World Economic Forum highlights that fragmented governance, high financing costs and divergent national priorities continue to slow progress, leaving a gap between regional ambition and tangible outcome. Closing this gap requires greater alignment, coordination and practical mechanisms for collective action.

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UK Energy Trends: Paper

Total primary energy consumption for energy uses fell by 3.6 per cent, with record low quarterly demand from nuclear generators the main driver for the fall in consumption. In the third quarter of 2025 dependency on fossil fuels was 72.6 per cent, up 0.5 percentage points on the same quarter of 2024. The low carbon share was 23.6 per cent in the third quarter of 2025, down 0.7 percentage points on the same quarter of 2024, due to the fall in nuclear output. 

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Value Chain Decarbonization in Asia: Paper

Value chain decarbonization is one of the most complex and significant frontiers of corporate action. For Asia, this challenge is especially significant: the region’s economies are deeply interconnected through trade, manufacturing, and resource and capital flows, making them essential to the world’s collective net-zero pathway. This white paper highlights the opportunities along the value chains of Asian businesses, and outlines the immediate actions enterprises can take, as well as exploring long-term strategies for success.

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Net Zero Mobility in Brazil: Brief

Brazil recently published a new climate plan for public consultation, the Plano Clima Mitigação Estratégia Nacional, a mitigation and adaptation strategy defining key policies and sector-specific targets for the next 10 years (to 2035). The mitigation plans highlight electric vehicles (EVs) and biofuels as central to decarbonizing transportation but do not include clear electrification targets or guidelines on how to achieve net-zero emissions by 2050. This research brief seeks to determine the most effective pathway for mitigating road transport GHG emissions in Brazil.

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UK-EU Energy and Climate Relations: Briefing

This briefing provides background on energy and climate provisions in the UKEU Trade and Cooperation Agreement (TCA), developments in UK-EU cooperation on energy and climate since the UK left the EU, and the main outcomes of the May 2025 UK-EU summit. Then covers energy and lays down requirements on competitive energy markets and arrangements for the trading of energy through gas and electricity interconnectors. 

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Energising E-Truck Charging Facilities in US: Brief

Electric utilities and their regulators in areas with high electricity rates face tension between being obligated to support decarbonization and electrification objectives but also keep rates affordable for consumers. These competing objectives create an information gap and can slow down decision-making for regulators, utilities, and businesses. The brief finds that the estimated total cost of a small depot charging facility prototype is $7.9 million, a medium charging facility is $15.4 million, and a large prototype has a total cost of $15 million.

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Boosting Investment in Seattle’s Charging Infrastructure: Brief

The City of Seattle and Seattle City Light have made supporting transportation electrification a core priority for the years ahead. Although still nascent, ZE-MHDVs have the potential to be a significant source of new load for City Light because fleets serving the Ports of Seattle and Tacoma are expected to electrify over the next 10–15 years. This brief assesses existing strategic plans guiding City Light’s approach to transportation electrification.

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Bridging Adaptation Finance Gap in Asia: Brief

Addressing Asia’s climate adaptation finance gap requires a coordinated, whole-government approach to overcome systemic barriers such as limited institutional capacity and misaligned financial instruments. Scaling international public finance – prioritizing grants and other concessional funding is essential to meet commitments under the Paris Agreement and Glasgow Climate Pact. Strengthening local participation and leadership ensures that adaptation finance effectively reaches vulnerable communities, aligning with principles of locally led adaptation. 

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Outlook for the US Solar Sector: Paper

The first half of 2025 has seen significant and widespread changes made to federal energy policy and incentives available to the development of new wind and solar resources, which will cause a meaningful reduction in installations over at least the next decade and create heightened uncertainty for new development activity for some time to come. While this creates a challenging outlook for development and construction of new solar assets, in contrast it does result in a potentially improved outlook for existing, operational solar assets.

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Investment Needs of Indonesia’s Just Energy Transition: Paper

Indonesia’s current transition from fossil-based energy to renewable sources requires strategic considerations of how its investment needs and impacts should be equitably distributed among all stakeholders. With an ambitious target to generate 61% renewable energy (RE) in the Electricity Supply Business Plan (RUPTL) 2025-2034 and President Prabowo’s bold remark on achieving 100% RE by 2035, a rigorous assessment of transition costs and benefits is instrumental.

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Politics to Shape EU Budget and Climate Path: Briefing

The European Commission’s newly proposed EU budget is about to step into a tense two-year negotiation process. Straddled with great expectations, the proposal is not much bigger than its predecessor and does little to close Europe’s investment gap. Yet, it also puts on the table a major architectural overhaul that delivers agility in exchange for giving EU capitals greater weight in EU spending. Within this restructuring, climate action retains a 35% foothold but faces a new set of challenges and opportunities as the budget and its stated objectives are set to undergo a lengthy debate.

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Investment for Southern Africa’s Critical Minerals: Paper

This report focuses on critical minerals found in the Southern African Region (SAR) – including copper, cobalt, graphite, lithium, manganese, chromium, platinum group metals (PGMs) and vanadium – and analyses their value chains across 10 SAR countries: Angola, Botswana, Democratic Republic of the Congo (DRC), Madagascar, Mozambique, Namibia, South Africa, Tanzania, Zambia and Zimbabwe. It outlines practical solutions to accelerate investment in Southern Africa’s clean energy and critical minerals value chains.

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Optimising US Grid for Power Demand: Paper

The power sector is facing the highest level of growing demand in decades. This whitepaper examines the significant challenges facing the US power sector as it experiences unprecedented demand growth. It identifies practical solutions that enable the power system to accommodate this load growth in a timely and cost-effective manner aligned with public policy goals. It focuses on actionable, near- and medium-term strategies that maximise the value of the existing grid and improve investment planning for future infrastructure needs.

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Storage for Southeast Asia’s Energy Transition: Briefing

The Southeast Asia region, with its rapidly growing economies, increasing energy demands and grid constraints, is facing unique challenges in the energy transition. The combination of the shift to renewable energy and the lack of grid stability in several Southeast Asian nations indicates the need for storage technologies, a need which is starting to be recognised at governmental level.

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EV Market in Denmark, Sweden and Finland: Paper

This market spotlight focuses on the electric vehicle (EV) markets in Denmark, Sweden, and Finland, which rank among the leaders in Europe in terms of EV shares of new passenger car registrations. The spotlight highlights key trends in EV adoption and examines policy measures and market characteristics that are likely to shape EV uptake in these countries.

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Environmental Permits for Renewables in US: Paper

This paper “Taking Green Energy Projects to Court: NEPA Review and Court Challenges to Renewable Energy” by Resources for the Future highlights that nearly a third of solar projects and half of wind projects completing NEPA environmental impact statement reviews faced court challenges. Almost all cases were filed after the government agencies had issued their permitting decisions.

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Unleashing American Energy: White House Briefing

This brief “The Economic Benefits of Unleashing American Energy” has been prepared by The Council of Economic Advisers, an agency within the Executive Office of the President of the United States. The authors estimate that policies which support American energy dominance could raise GDP by at least 0.56-1.90 percent by 2035, or 0.31-1.23 percent without deregulation effects. Specifically, removing restrictions on commingling in offshore oil reservoirs could increase GDP by 0.03-0.13 percent by 2035.

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