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Overview of the Japanese GX-ETS and prospects for Phase II
This report examines Japan's Green Transformation Emissions Trading Scheme, detailing the transition from a voluntary phase to mandatory participation in April 2026. It analyses Phase II design features, including company-level regulation, benchmark-based allocation, price corridors, and measures for international competitiveness, while outlining future prospects for power sector auctioning.
Know your grid: How cleaner electricity shapes real estate capital planning
This report explores how grid decarbonisation trajectories influence real estate capital planning. By linking asset-level performance with power sector projections, it identifies optimal sequencing for electrification and efficiency investments. It demonstrates that rapid action is essential for assets on slow-moving grids to mitigate cumulative emission risks.
Open Electricity
Open Electricity is an open-access platform providing real-time and historical data on Australia’s electricity grid. Developed by The Superpower Institute, it tracks renewable generation, fossil fuel usage, and market milestones to support transparency in Australia's energy transition.
Interactive: What China’s ‘five-year plans’ say about climate and energy
This interactive tracker by Carbon Brief analyses China’s 15th five-year plans, identifying key climate and energy targets. It provides a searchable database of national and sectoral policies, including specific targets for carbon intensity, renewable energy capacity, and fossil fuel consumption through 2030.
Financing battery energy storage systems in Indonesia
This report analyses financing requirements for 9.6 GW of battery energy storage in Indonesia’s RUPTL 2025-2034. Total investment needs reach USD 5 billion. It evaluates business models and the role of concessional funding in bridging bankability gaps for standalone and hybrid projects across various island systems.
Modernising grids in the Age of Electricity: Scaling digital technologies and AI for better use of existing networks
This IEA report examines modernising electricity grids using digital technologies and AI. It estimates that grid-enhancing technologies could unlock 330 GW of capacity, saving USD 100 billion in investment. Success requires reforming regulatory frameworks, improving data foundations, and addressing critical skills shortages to optimise networks for the energy transition.
End-use Prices Data Explorer
The End-use Prices Data Explorer, provided by the International Energy Agency, tracks global energy prices across sectors like industry and transport. It helps finance professionals assess the impact of energy costs, taxes, and subsidies on market competitiveness and investment risks.
Gas reserve mechanisms and flexibility options: Enhancing gas supply security in a changing global market
This report examines mechanisms to enhance gas supply security, including physical reserves, commercial flexibility, and policy tools. It analyzes the transition to an interconnected, geopolitically complex market, advocating for international cooperation, strategic buffers, and innovative contracting to mitigate future supply disruptions and extreme price volatility.
Indian states’ electricity transition (SET) 2026
This report evaluates 21 Indian states across decarbonisation, power ecosystem readiness, and market enablers. It identifies regional leaders like Karnataka and Delhi while highlighting structural gaps. Recommendations focus on strengthening distribution company finances, implementing smart metering, and scaling energy storage to support India's target of 500 gigawatts of non-fossil capacity.
Water behind the watts: The hidden risk of powering data centers
This research identifies that U.S. data centres depend on roughly 3.4 trillion gallons of freshwater annually for electricity generation. The report highlights significant water stress and drought risks across seven key states, recommending that companies, power producers, and policymakers integrate indirect water use into their risk assessments and strategies.
An investor guide to addressing electric power risk from data center growth
This report examines risks to electricity companies from rapid data centre growth, including community opposition and grid reliability. It evaluates solutions like clean energy, flexible contracting, and demand-side management. The guide provides framework questions for shareholder engagement to ensure utilities manage expansion in a financially disciplined and sustainable manner.
Pakistan’s next power chapter: From solar success to system reform
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.
Critical minerals – The power factor in commodities
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.
AI Tailwinds, Energy Headwinds
This benchmark series examines economic growth and development across the East Asia and Pacific region. It explores the impact of artificial intelligence on industrial sectors and supply chains, alongside the challenges posed by energy costs and environmental factors for small states and emerging market economies.
Renewables, electrification and flexibility: For a competitive EU energy system transformation by 2030
This European Environment Agency report outlines the transformation required to achieve a sustainable EU energy system by 2030. It prioritises renewables-based electrification, flexibility, and energy efficiency across electricity, heating, and transport subsystems to enhance competitiveness, security, and progress towards 2050 climate neutrality goals.
ClimateDeck
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.