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Data centers and social impacts: What matters for financial institutions / Financial Institutions Practitioners Circle
This report examines the social impacts of AI-driven data centre expansion. It identifies five key challenges for financial institutions, including community opposition and developer unfamiliarity with international standards. The research provides practical insights for banks to integrate social due diligence and leverage influence to improve project outcomes.
Global electricity review 2026
Ember’s 2026 Global Electricity Review reveals that solar power met 75% of global demand growth in 2025, halting fossil generation rise. Renewables reached 33.8% of the mix, overtaking coal for the first time. The report highlights falling battery costs and the decoupling of demand growth from fossil fuel consumption.
Two decades of urban heat intensification and exposure across 1400 cities
This report analyses satellite-based land surface temperature and population exposure across 1400 global cities between 2002 and 2021. Findings indicate that urban surface temperatures rose significantly, with climate change amplifying heat exposure by 82% relative to population growth alone, particularly affecting continental and arid regions.
Rethinking Germany’s hydrogen-led transition: Demand shortfalls, infrastructure risk and the public cost of overbuilding
This IEEFA report warns that Germany's overoptimistic hydrogen demand projections risk creating a €45 billion fiscal liability. Building oversized infrastructure ahead of demand shifts costs to taxpayers via the amortisation account. It recommends prioritising liquid derivative imports and gating pipeline expansion to verified industrial demand to protect long-term competitiveness.
Renewable energy financing landscape in India: The journey so far and the need of the hour
This report examines India's renewable energy financing landscape, detailing the transition from non-banking financial companies to commercial banks and international bond markets. It analyses falling solar tariffs, historical funding barriers, and emerging opportunities in energy storage and rooftop solar necessary to achieve India's 2070 net-zero mandate.
Economic and social survey of Asia and the Pacific 2026: Socioeconomic prosperity amid the transition to an environmentally sustainable economy
Asia-Pacific developing economies grew 4.6% in 2025, with growth projected to slow to 4.0% in 2026. This report outlines a three-step framework to align energy transitions with socioeconomic prosperity, leveraging fiscal policy, political economy insights, and behavioural science nudges to ensure long-term regional stability.
Unlocking the missing middle: commercial and industrial distributed energy resources in Australia
This report examines the 'missing middle' segment of Australia’s commercial and industrial energy sector. It identifies critical regulatory, connection, and financial barriers hindering distributed energy resource deployment. Key recommendations include standardising connection processes, reforming network tariffs, and establishing a credible certificate price signal to incentivise investment.
Warp speed: Accelerating renewable energy infrastructure deployment
This report outlines a strategy for accelerating Australia’s renewable energy infrastructure. It identifies critical bottlenecks in the workforce, planning approvals, capital allocation, and supply chains. Proposing a ‘warp speed’ mandate, the document provides 24 recommendations to achieve the rapid generation, transmission, and storage expansion required for 2035 targets.
Implementing the EPBC Act: Recommendations to support better, faster decisions for renewable energy projects
This report provides recommendations from the Clean Energy Investor Group to improve decision-making under Australia's reformed EPBC Act. It advocates for consistent administration, better data usage, and the finalisation of regulatory frameworks. The objective is to facilitate efficient renewable energy project approvals while strengthening environmental protection outcomes.
Homework in climate economics: Household production, environmental preferences, and climate policy
This research analyses household energy use and climate policy, identifying residential solar as a cornerstone for cost-effective abatement. It finds that environmental preferences significantly lower baseline emissions, while income-targeted subsidies provide minimal fiscal savings. The study emphasises the vital complementarity between solar and electricity-intensive equipment like electric vehicles.
Defining the globe’s flood risk
This report assesses global flood risk, identifying that 1.92 billion people and $18.8 trillion in economic output are currently exposed. Using high-resolution hydraulic modelling, it details accelerating losses and projects future vulnerability across regions including Asia-Pacific and Africa, providing a framework for prioritising resilience and financial protection.
Property insurance and disaster risk: New evidence from mortgage escrow data
This report analyses homeowners insurance premiums using mortgage escrow data from 2014 to 2024. It documents rapid premium increases and a doubling of the risk-to-premium gradient, driven by global reinsurance costs. These rising costs have significant impacts on home values, particularly in areas facing high climate risk.
Nature-related risks and the Australian real estate sector – one step forward, two steps back?
This exploratory study analyses how ten major Australian real estate companies disclose and manage nature-related financial risks. It finds low engagement and nascent practices, with many companies winding back initial commitments. The authors suggest that mandatory standards and policy reforms are essential to drive significant corporate action on biodiversity loss.
Castles & cars: Savings in the suburbs through electrifying everything technical study
This report examines the potential for Australian households to achieve significant financial savings through total electrification. It highlights that by 2030, average families could save up to $6,000 annually. The analysis stresses the importance of rapid technology adoption and policy intervention to eliminate domestic fossil fuel emissions.
Electrify 2515 community pilot: Lessons learnt report no. 1: August 2024 – November 2024
This report details the initial phase of the Electrify 2515 Community Pilot, highlighting strong recruitment driven by community engagement. Key findings include the need for simplified terminology, such as "smart energy devices," and the necessity for specialised installer training to navigate complex retrofitting challenges and variable market pricing.
Unlocking a virtuous cycle: Overcoming barriers to AI in Australian energy systems
This report examines barriers to AI adoption in Australia's energy transition. Despite AI's potential to unlock grid capacity and reduce costs, adoption is hindered by risk aversion, capital expenditure biases, and siloed data. It recommends joint government-industry action, including regulatory reform and innovation funding, to scale transformative AI solutions.