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India’s critical mineral imports in 2025 and a shift towards supply diversification

Institute for Energy Economics and Financial Analysis (IEEFA)
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.
Research
30 April 2026

Who Controls the Defence Industry?

European Corporate Governance Institute (ECGI)
A leximetric dataset and index assessing state control versus ownership in 107 global defence firms, featuring the novel State Influence Index.
Online tool/database
24 March 2026

Advancing responsible recycled plastics value chains through traceability and transparency: Learnings from the Responsible Sourcing Initiative

The Circulate Initiative
This report explores implementing traceability in recycled plastics value chains. Drawing on pilots in Viet Nam and Indonesia, it identifies misaligned incentives and data governance as primary barriers. It recommends integrating traceability into existing business processes and provides a decision framework to support organisations at different maturity stages.
Research
1 September 2026

Maritime chokepoints and the global economy: Evidence from the Strait of Hormuz

Bank for International Settlements
This research examines the global economic consequences of maritime disruptions in the Strait of Hormuz. Utilising Portwatch data, the analysis demonstrates that traffic shocks act as stagflationary forces, significantly increasing energy prices, reducing global industrial production, and tightening financial conditions through widened corporate and sovereign bond spreads.
Research
10 September 2026

Powering aviation resilience: SAF and PtX policy design choices for Australia in a shifting global energy system

Roundtable on Sustainable Biomaterials (RSB)
This briefing examines policy choices for scaling sustainable aviation fuels (SAF) and Power-to-X (PtX) in Australia. It highlights the need for integrated policy packages, robust sustainability certification, and cross-portfolio coordination to transition from bio-based fuels to synthetic alternatives, ensuring long-term decarbonisation and fuel security.
Research
7 July 2026

A price on carbon: Building towards an Asian CBAM

Climate Energy Finance (CEF)
This report advocates for an Asian Carbon Border Adjustment Mechanism (CBAM) to harmonise carbon pricing across Asia-Pacific. Focusing on steel, aluminium, and cement, it proposes international collaboration between Australia, China, Japan, Singapore, and South Korea to accelerate industrial decarbonisation, address carbon leakage, and unlock green commodity trade.
Research
5 June 2025

Breaking the bottleneck: How advance market commitments can bridge the supply-demand gap in recycled materials

The Circulate Initiative
This research evaluates advance market commitments to bridge the supply-demand imbalance for recycled materials. It identifies opportunities in mixed plastic, textile waste, and paper-based alternatives, advocating for binding financial agreements to incentivise investment in recycling capacity and support global sustainability targets.
Research
1 September 2026

Three ways to move a company: A typology of best-practice investor engagement

Embera Partners
This research examines three distinct models of investor engagement through case studies of BP, Honeywell and Bâloise. It highlights how financial-materiality framing and structural shifts in stewardship, including the fragmentation of 'Big Three' voters and SEC regulatory changes, are reshaping corporate governance and activist strategies for 2026 and 2027.
Research
24 June 2026

Poison plastics: How chemicals in everyday plastics are harming your health

Environmental Justice Foundation
This Environmental Justice Foundation report examines the health risks associated with chemicals in everyday plastics. It reveals that 92.8% of assessed chemicals pose high risks, including cancer and hormone disruption. The document calls for a Global Plastics Treaty to reduce production and eliminate hazardous substances through a precautionary approach.
Research
30 September 2026

Futureproofing industry: Investor priorities for a reformed Safeguard Mechanism

Investor Group on Climate Change
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.
Research
12 August 2026

Putting climate coalitions into practice: A common framework for balancing competitiveness and equity

Global Climate Policy Project at Harvard and MIT
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.
Research
10 September 2026

Green trade, regional value chains and new partnerships for cooperation: Accelerating green industrialisation through partnerships with a focus on Africa

ODI Global
This briefing paper examines how green trade and regional value chains can accelerate African industrialisation. It outlines opportunities within the AfCFTA and the African Green Industrialisation Initiative, emphasising the need for de-risking instruments, institutional capacity building, and new partnership frameworks to align international capital with Africa’s sustainable development goals.
Research
22 February 2026

Clean investment monitor: US update series

Rhodium Group
The Clean Investment Monitor: US Update is a benchmark series providing a comprehensive database of clean energy and transportation investment across the United States. Produced by Rhodium Group and MIT-CEEPR, it tracks the manufacture and deployment of greenhouse gas emission-reducing technologies across manufacturing, energy and industry, and retail segments.
Benchmark/series
11 August 2026

Worlds apart: Contrasting US-China approaches to scaling clean technology manufacturing

Rhodium Group
Global clean technology manufacturing investment has declined significantly, led by pullbacks in China and the United States. While China addresses overcapacity, US investment reversed following the One Big Beautiful Bill Act. This report explores the diverging drivers, policy shifts, and future competitive landscape for both nations.
Research
13 May 2026

Circular economy practice in India: Three case studies

Confederation of Indian Industry (CII)
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.
Research
26 December 2025

Leveraging copper for economic transformation: Policy choices for value addition in Zambia

International Institute for Sustainable Development (IISD)
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.
Research
22 April 2026
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