This report outlines investor priorities for reforming Australia's Safeguard Mechanism during the 2026-27 review. It recommends a seven per cent annual decline rate to align with 2035 climate targets, expanding scheme coverage, and implementing financial supports to incentivise on-site abatement over carbon offsets to ensure long-term industrial competitiveness.

This research compares Metals-as-a-Service (MaaS) and linear business models in onshore wind projects. It finds that MaaS improves risk-adjusted performance, increasing project internal rate of return to 19.94% and reducing levelised cost of energy by 15%. The analysis assesses financial viability and risk mitigation strategies for stakeholders.

This research evaluates a randomised controlled trial using financial exposure to the energy sector to build support for climate action. Findings demonstrate that ownership of green and brown assets increases support for mitigation policies through a learning mechanism, where participants consume more financial news and improve their environmental knowledge.

This technical report proposes a framework for international climate coalitions, focusing on emissions-intensive industries such as steel and aluminium. Modelling indicates that coordinated carbon price floors could reduce annual emissions by up to 584 million metric tons. It introduces an 'effective carbon cost' metric to balance global competitiveness and equity.

The Energy Transition Index is a benchmark series providing a structured, data-driven framework to assess national energy systems and track transition progress across 120 countries. It evaluates performance through security, equity, and sustainability lenses, alongside transition readiness factors, helping decision-makers identify gaps and understand the conditions required for resilience.

The Carbon Impacts Tracer is a scientific tool that links CO2 emissions from specific fossil fuel projects and companies to global warming impacts. It enables users to quantify climate consequences such as heat stress, crop loss, and coral degradation.

IPIS and IBGDH mapped 51 artisanal copper and cobalt mines in Lualaba, DRC, employing an estimated 109,000 miners. The study finds few viable designated zones, cooperative elite capture, tension with industrial concessions, unsafe conditions, child labour and extortion by state agents, and recommends creating legal spaces for artisanal miners.

This research evaluates demand-side and supply-side climate policies, recommending a portfolio that combines carbon use and extraction pricing to mitigate emissions leakage. It emphasises transmission reform, innovation support, and green industrial policies while analysing the domestic and global distributional consequences for low-income and major fossil fuel producing nations.

This report analyses just transition practices among 25 investment managers in listed equities. While policy recognition is high, active engagement remains a low priority concentrated in energy and mining. The research identifies barriers such as geopolitical headwinds and provides recommendations for investors, governments, and regulators to mainstream practice.

Research using a global energy-economy model indicates that AI-driven productivity gains increase net annual CO2 emissions by 0.47–1.8 gigatonnes under parallel adoption. Enabled emissions from fossil sectors consistently exceed avoided emissions from renewables. Achieving net reductions requires renewable productivity gains to be four to five times greater than fossil gains.

This report assesses digital traceability systems for critical raw materials, evaluating their architecture, feasibility, and impact. It emphasises aligning downstream regulatory demands with upstream producer realities, recommending that traceability should support due diligence and inclusion—particularly for artisanal mining—rather than serving as a standalone compliance burden.

This research assesses capital allocation alignment with net-zero commitments across 26 high-emitting companies using the IGCC Framework. It finds that while climate strategies are strong, capital sourcing and fossil fuel phase-down plans lag. European companies lead in performance, while the Americas and oil and gas sectors trail significantly.

This report examines India’s transition to a circular economy, highlighting policy frameworks like Extended Producer Responsibility and NITI Aayog’s strategic focus areas. Through case studies of Siemens, Tata Steel, and Volvo Construction Equipment, it demonstrates how circular principles drive resource efficiency, waste reduction, and business value.

This research examines shareholder pressure on US fossil fuel firms’ climate strategies. Using NLP to analyse 10-K filings and SEC regulatory changes, it finds limited impact on substantive reforms. Firms often employ symbolic disclosures or procedural tactics to resist decarbonisation, suggesting that mandatory policy is required for transition.

This report examines Indonesia’s sovereign wealth fund, Danantara, and its role in the energy transition. It highlights the fiscal risks of subsidy-dependent energy SOEs and recommends a strategic shift towards renewables. Drawing on global SWF experiences, it advocates for portfolio diversification to ensure long-term profitability and national energy security.

This report examines strategies for Zambia to add value to its copper resources. It identifies expanding smelting and refining as immediate opportunities to increase annual exports by USD 3.7 billion by 2030. Success requires addressing binding constraints, primarily unreliable electricity, high finance costs, and trade logistics inefficiencies.