This report examines Rio Tinto’s failure to secure a social licence to operate for the Jadar lithium mine in Serbia. It highlights how social risks associated with the energy transition can lead to project abandonment, financial losses, and reputational damage, ultimately impacting bondholders as lithium production becomes more material.

This report analyses 326 allegations of human rights and environmental abuses linked to Chinese overseas transition mineral investments between 2023 and 2025. It identifies Indonesia as the primary hotspot and highlights critical risks in extraction and processing, while offering recommendations for governments and companies to ensure a just transition.

Pakistan faces a critical turning point in its energy transition following a massive distributed solar boom. This report explores strategic pathways for system reform, addressing circular debt, transmission constraints, and a young coal fleet. It recommends a hybrid model modernising the national grid while integrating decentralised solar and storage.

This report by the LEON project assesses Earth Observation (EO) data's role in scaling nature finance. It addresses a €200 billion annual EU funding gap and details pilots in mining, agrifood, and sovereign finance. Key findings emphasise demand for processed spatial data to meet emerging disclosure requirements like TNFD.

This report identifies sand as the world's most consumed solid material, with 50 billion tonnes extracted annually. Valued at USD 569.4 billion in 2024, the market threatens biodiversity and ecosystems. The document provides 24 strategic recommendations to treat sand as a strategic national asset and improve environmental oversight.

The 2025–2026 Global Status Report for Buildings and Construction examines the sector's slow progress toward net-zero targets. Despite rising floor area and investment, building emissions and energy intensity remain off track. The report recommends urgent fossil-fuel phase-outs, upgraded building codes, and increased renewable energy deployment to meet 2030 milestones.

This report examines the petrochemical historical bloc and its influence on the UN Global Plastics Treaty. It analyses how corporate-led partnerships, such as the Alliance to End Plastic Waste, use the circular economy concept to prioritise downstream waste management while protecting plastic production from restrictive upstream regulations.

This report examines global innovation trends in battery circularity and critical metal refining. It highlights a surge in patenting activity since 2017, led by Asian companies. The analysis covers policy drivers, recycling technologies, and the role of secondary supplies in enhancing supply chain resilience and environmental sustainability.

This report explores critical minerals as a structural theme rather than a cyclical trend. It highlights that bottlenecks in downstream processing and high geographic concentration, particularly in China, create strategic vulnerabilities. For investors, value-chain-based assessments are prioritised over short-term price movements to navigate this lasting global economic transformation.

This International Energy Agency report assesses global rare earth supply chains and vulnerabilities. It highlights China's dominance, the USD 6.5 trillion economic risk from potential disruptions, and provides eight strategic recommendations to achieve secure, diversified, and resilient supply through international coordination, increased investment, and innovation in recycling and demand-side technologies.

China’s 2026 carbon market report details the expansion of the National ETS into steel, cement, and aluminium sectors. It highlights record trading volumes, the entry into force of the Ecological and Environmental Code, and the use of AI-driven digital infrastructure to support carbon neutrality goals.

INDRA is an AI-powered platform for searching and analysing extensive archives of internal tobacco, fossil fuel, and chemical industry documents to trace corporate influence and liability.

This report examines India’s dependence on critical mineral imports for its clean energy transition. It analyses trade dynamics for cobalt, copper, graphite, lithium, and nickel, highlighting a strategic shift towards supply diversification. Significant risks arise from geographical concentration, prompting India to seek resilient partnerships with various global suppliers.

Still Banking on Coal is a dataset by Urgewald that tracks global bank financing for the thermal coal industry. It provides transparency on loans and underwriting from over 740 banks, highlighting the gap between climate commitments and actual financial flows.

ClimateDeck is a data platform by Rhodium Group providing global clean energy investment tracking, greenhouse gas emissions inventories, and energy market forecasts to support climate risk analysis.

In 2025, EU wind and solar generation surpassed fossil fuels for the first time, reaching a 30% share. Despite record solar growth, gas usage rose due to lower hydroelectric output. The report highlights accelerating battery deployment and offers policy recommendations for grid flexibility and electrification to enhance energy security.