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.

This report details China's structural "Going Global" strategy, tracking over US$120 billion in outbound investment since 2023 to secure critical mineral supply chains. It examines China's refining dominance and provides strategic recommendations for Australian policymakers to build domestic value-adding capacity in the zero-emissions economy.

Developed by the International Energy Agency, this interactive tool tracks global energy market impacts stemming from Middle East conflicts. It monitors commodity shipping flows, policy responses, and supply disruptions.

An interactive database and map developed by IEEFA and IAP that tracks over USD 10 billion in petrochemical investments from 16 multilateral development banks, highlighting institutional exposure to fossil-fuel-intensive projects.

Published by the German Mineral Resources Agency (DERA), the Preismonitor provides monthly price tracking for over 80 mineral raw materials and 15 recycling materials. It serves as a vital tool for monitoring commodity market trends and assessing supply chain risks.

This monthly series provides a comprehensive analysis of global oil market fundamentals, including supply, demand, refinery throughputs, and price developments. Produced by the International Energy Agency, it offers detailed data and forecasts to support evidence-based decision-making. This document is part of a benchmark series.

Direct Reduced Iron (DRI) is the most cost-effective new-build investment for the American steel sector. This analysis confirms that natural-gas-based DRI meets investment hurdles across all regions, offering a 15% real return and significant emissions reductions while providing flexibility for future hydrogen integration.

As at 2025 there were 56 stewardship codes worldwide, 49 of them jurisdiction-specific across 24 jurisdictions and six continents, yet the field has not agreed what stewardship is ultimately for. Codes and practitioner guidance converge on process: written policies, prioritisation by severity, escalation, contribution reporting. Legal scholarship published in 2026 questions whether shareholder pressure alone shifts corporate behaviour at all.

The Faire Fonds Database is a screening tool from Facing Finance and urgewald that analyses thousands of retail funds for controversial holdings. It identifies exposure to sectors like fossil fuels and weapons while highlighting potential greenwashing in ESG-labelled products.

The International Energy Agency report analyses global energy-related methane emissions, highlighting 124 million tonnes emitted in 2025. It examines abatement strategies, satellite data advancements and policy trends. The research underscores that 30% of emissions could be reduced at no net cost, advocating for robust international standards and increased transparency.

This report examines the development of integrated energy-industry-transport corridors in Africa to foster low-carbon growth. It details strategies for decarbonising logistics and manufacturing, particularly in steel and cement. By linking industrial hubs with renewable energy, African nations can enhance regional trade, competitiveness, and sustainable economic development.

This research analyses industrial policies for the multi-stage electric vehicle supply chain. It evaluates consumer subsidies and local content requirements, finding that while protectionist measures expand domestic production, they can significantly increase costs and reduce overall adoption compared to unconditional subsidies that maximise scale economies.

This report analyses why shareholder-led corporate social responsibility failed in the early 2020s. It argues that political forces blocking government regulation also dismantle private CSR initiatives. Using the BlackRock-Texas conflict as evidence, it concludes that direct political action is the only viable path for systemic change.

This research presents methodological recommendations for harmonising product carbon footprint and life cycle assessment calculations across the mining and metals industry. Developed with the International Council on Mining and Metals, it establishes consistent guidelines for 17 aspects, including system boundaries, electricity modelling, and multi-output allocation procedures.

This research examines sustainability risks in Asia’s critical minerals value chain, focusing on nickel, cobalt and copper. Utilising IRMA-aligned assessments and geospatial data, it highlights gaps between corporate policy and implementation, intensifying physical climate risks, and nature dependencies, providing actionable stewardship priorities for institutional investors in the region.