Renewable additions hit a record 800 GW in 2025, with 60 percent from China
The transition is accelerating, but the engine remains geographically concentrated.
Read insightWhere the emissions in critical metals actually sit
Direct mining emissions are small. The full metals system is around 11 percent of global CO2, most of it downstream where ore becomes metal.
Read insightLinking Scope 1 reductions to the buyers who need them
Upstream companies struggle to finance decarbonisation. Downstream companies need credible Scope 3 progress. One model connects the two.
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The Mining Outlook 2026
A mine's Scope 1 is its customers' Scope 3. From January 2026 CBAM prices it at the border and the Battery Passport grades every cell.
Read insightThe battery boom is no longer one story
Grid-scale storage is scaling fast, while data centres add backup capacity to protect uptime rather than to make the grid more flexible.
Read insightCement could emit twice the remaining carbon budget
Around 30 to 45 carbon capture plants are needed by 2030. The barrier is finance, not technology.
Read insightHeavy industry has a pipeline, not yet a committed build
CCUS investment has grown more than fifteen-fold since 2020, yet almost 90 percent of announced projects have not reached final investment decision.
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The Cement & Concrete Outlook 2026
Low-carbon cement is not a technology problem. The final investment decision is missing because the green premium has no buyer.
Read insightWhat SBTi's Net-Zero Standard V2.0 changes for Scope 3 implementation
Activity-specific action, supplier alignment, shared systems and high-integrity instruments under clear guardrails.
Read insightSBTi Net-Zero Standard V2.0 raises the bar for Scope 3
Setting targets is no longer enough. Companies need credible, transparent ways to implement them across value chains.
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Agrifood emissions growth has shifted to packaging, shipping, waste and retail
On-farm practices remain the largest driver, but pre- and post-production services deserve closer attention for their Scope 3 impact.
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Collaborative financing beats compliance pressure
Suppliers will not decarbonise sustainably if the costs and risks are pushed entirely onto them.
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