Zero Carbon Analytics

Fossils fuel instability - Zero Carbon Analytics Our roundup of the news from December and early January highlights the role of fossil fuels in global geopolitics.

Our popular monthly newsletter, The Energy Transition in Oil and Gas, December roundup ran straight into the breaking news of early 2026, earning the title: Fossils fuel instability.

Catch up here: zerocarbon-analytics.org/insights/new...

Force and Fuel: 68% of Global Oil Production Concentrated in Countries Exposed to U.S. Pressure As U.S. President Trump prepares to meet with the Venezuelan opposition leader and Nobel prize winner, María Corina Machado, this...

Read more: 350.org/press-releas...

It was great to collaborate with 350.org on the data behind this analysis. As control of oil and gas supplies becomes increasingly concentrated, the risks grow for countries that prioritise fossil fuels over renewables.

Link to full press release in the comments.

Climate change is leading to less and worse-tasting sparkling wine - Zero Carbon Analytics The impacts of climate change, like higher temperatures and unpredictable and extreme weather, pose challenges for wine production.

Higher temperatures and more unpredictable and extreme #weather are posing increasing challenges for #wine production, which relies on stable and specific conditions.
Full briefing 👉 zerocarbon-analytics.org/insights/bri...

Siger du skål i champagne i aften, så nyd den. For champagne-producenter kæmper mod større kræfter Klimaforandringer giver vinbønder i Champagne-området udfordringer med at producere de dyre dråber.

As we celebrated the new year, our briefing on the impact of climate change on sparkling wine was featured by Danish public broadcaster DR.dk 🍷 www.dr.dk/nyheder/indl...

Asset managers feeling the heat on climate from pension funds - Zero Carbon Analytics Momentum is building among pension funds to hold asset managers more responsible for the sustainability of decisions they make on investing pension assets.

Asset managers feeling the heat on climate from pension funds - @zerocarbona.bsky.social

Major funds have recently pulled over USD 100 billion from managers like BlackRock

Failing to address climate risks could lead to a 33% loss in pension returns by 2050
zerocarbon-analytics.org/finance/asse...

Asset managers feeling the heat on climate from pension funds - Zero Carbon Analytics Momentum is building among pension funds to hold asset managers more responsible for the sustainability of decisions they make on investing pension assets.

ZCA analysis shows that pension funds pulled over USD 100 billion from asset managers whose climate strategies did not align with the funds’ long-term interests.

Read more: zerocarbon-analytics.org/finance/asse...

#SustainableFinance #NetZero #PensionFunds

Climate change is leading to less and worse-tasting sparkling wine - Zero Carbon Analytics The impacts of climate change, like higher temperatures and unpredictable and extreme weather, pose challenges for wine production.

Higher temperatures and unpredictable and #ExtremeWeather are leading to less and worse-tasting sparkling #wine 🍾

Adaptation can help protect iconic production regions, but success depends on limiting future temperature rise.

Read our new briefing 👉 zerocarbon-analytics.org/insights/bri...

Renewables provide an additional one-fifth or more of all electricity in 20 countries since the Paris Agreement - Zero Carbon Analytics Global installed renewable electricity capacity has more than doubled since the 2015 Paris Agreement, leading to a significant shift away from fossil fuels in our daily energy supply.

Read the ZCA briefing ➡️ zerocarbon-analytics.org/energy/renew...

Our research concurs, showing the momentum for #renewables that has been growing since the #ParisAgreement was signed in 2015.

Installed renewable power capacity has increased 2.4x in the decade since, from 1,851 GW in 2015 to 4,448 GW in 2024. (@ember-energy.org data)

The myth of renewables pushing up power prices - Zero Carbon Analytics Data show that high renewable energy uptake is often associated with below-average power prices, challenging the claim that renewables increase costs.

Our latest analysis on the energy transition shows that, in many markets, high renewable energy uptake is associated with below-average power prices.

Read more: zerocarbon-analytics.org/energy/the-m...

#Energytransition #Renewables

Growth in total #coal production and trade has fallen significantly - a stark contrast to the ten years prior to the #ParisAgreement.

Read more energy transition analysis here: zerocarbon-analytics.org/energy/

Renewables provide an additional one-fifth or more of all electricity in 20 countries since the Paris Agreement - Zero Carbon Analytics Global installed renewable electricity capacity has more than doubled since the 2015 Paris Agreement, leading to a significant shift away from fossil fuels in our daily energy supply.

As the Paris Agreement turns 10, we calculated the growth in renewables since 2015, finding that installed capacity is up 2.4 times globally.

Read more here: zerocarbon-analytics.org/energy/renew...

#ParisAgreement #renewables

World energy ice creams - Zero Carbon Analytics The final newsletter of 2025 wraps up the biggest energy transition news from November, from COP's outcome, the IEA's WEO launch, and more.

New edition of the Energy Transition in Oil and Gas newsletter is now out, putting November's biggest news in context.
Find it here: zerocarbon-analytics.org/insights/new...

Ten years of climate litigation - Climate Litigation Network report: laying the foundations for our shared future How ten years of climate cases built a legal architecture for climate protection President of PISFCC, Cynthia Houniuhi, speaks at the Peace Palace,...

In just 10 years, #climatelitigation has become a global accountability system ⚖️ A strong new report by the Climate Litigation Network charts the impact, with a foreword from Christiana Figueres & research support from ZCA climatelitigationnetwork.org/TenYearsClim...

Risco de exploração de petróleo pode estar subestimado: nas Américas, só 3 países têm informações regulares sobre acidentes Levantamento da Zero Carbon Analytics, mostra que faltam informações e transparência sobre incidentes

Dr. Renata Ribeiro, ZCA’s Senior Researcher, told @OGlobo_Mundo that data gaps hide the true risks of #oil accidents in the Americas.

Only #Brazil, #Canada & #US report regularly - and key details are often missing.

Read more below (in PT) 🌎
oglobo.globo.com/blogs/miriam...

ZCAs Dr Bridget Woodman tells Euractiv Poland that for many Polish companies, #decarbonisation isn’t just climate action, it’s cost efficiency.

Energy efficiency & #renewableenergy investments lower costs & boost competitiveness.

Full interview below: (🇵🇱)

Data gap hides severity of oil accident peril in the Americas - Zero Carbon Analytics A dangerous lack of transparent or consistent data about oil accidents in the Americas - despite their frequency - impedes risk assessment for future drills in areas including the Amazon.

Read the full briefing on ZCA 👉 zerocarbon-analytics.org/insights/bri...

Risco de exploração de petróleo pode estar subestimado: nas Américas, só 3 países têm informações regulares sobre acidentes Levantamento da Zero Carbon Analytics, mostra que faltam informações e transparência sobre incidentes

There is a lack of information & transparency on #OilAccidents across the American continent, constituting a dangerous pattern. Existing data shows that accidents happen frequently in the region🛢️

ZCA featured in @miriamleitao7.bsky.social @oglobo.globo.com 👇 oglobo.globo.com/blogs/miriam...

Since the #ParisAgreement, global renewable electricity capacity has grown 2.4× and generation >78% (9,837 TWh in 2024).

20 countries raised renewables’ share in electricity use by 20+ points transforming energy systems and consumer access.

Read more 👉 zerocarbon-analytics.org/energy/renew...

"Decarbonisation can provide Polish businesses with a path to competitive advantage... It can reduce costs, improve productivity, & differentiate Polish products in the global market," says Bridget Woodman

ZCA, Forum Odpowiedzialnego Biznesu & Instytut Zielonej Gospodarki in @euractivpl.bsky.social

S&P Global Clean Energy Transition Index continues to outperform gold. At its peak on the 5th November 2025, it outperformed gold by 28 percentage points.

Analysts have been pointing to #gold as the safe-haven asset during periods of uncertainty, but ZCA research finds that the S&P Clean Energy index has been outperforming it for months.

Full post from Amy Kong, Energy Transition Analyst 👉 linkedin.com/posts/zeroca... #finance #investing

Struggles of the world’s ‘second lung’ put one of the most beloved crops at risk Lower rainfall threatens the wider belt producing three-quarters of cocoa, study says

Congo Basin #deforestation is threatening cacao yields and driving up costs for #cocoa importers. Europe could pay $33.8B more by 2050.

Protecting forests now is cheaper than paying later.

NEW ZCA research in the Financial Times 👇
www.ft.com/content/7939...

Deforestation in Brazil’s Cerrado reduces soy production and threatens supply chains - Zero Carbon Analytics Brazil and soy-importing countries face a critical window to support forest-positive agriculture and secure future soy supplies.

#Brazil’s #Cerrado is being cleared to grow #soy. This dries the region, undermining productivity & global supply chains.

The region would have produced $9.4 billion more soy – nearly 8% of its 2013-2023 output – if clearing stopped in 2008.

NEW ➡️ zerocarbon-analytics.org/insights/bri... #COP30

Data gap hides severity of oil accident peril in the Americas - Zero Carbon Analytics A dangerous lack of transparent or consistent data about oil accidents in the Americas - despite their frequency - impedes risk assessment for future drills in areas including the Amazon.

Our new briefing shows #oil accidents across the Americas reveal a persistent problem: lack of transparency and inconsistent reporting.

Major producers like Brazil, Canada & the US provide incomplete data, putting #ecosystems and communities at risk.

🔗 zerocarbon-analytics.org/insights/bri...

Decarbonising for competitive advantage in Poland - Zero Carbon Analytics Polish businesses stand to benefit from cost reductions, improved productivity and strategic market positioning through decarbonisation efforts.

#Decarbonisation could be a key driver of competitive advantage for Polish businesses 🇵🇱

Renewable energy, energy efficiency, and emissions transparency can help businesses increase margins, avoid EU ETS costs, and stand out to consumers.

More here 🔗 zerocarbon-analytics.org/energy/decar...

For an equitable transition away from fossil fuels, advanced economies must phase out faster - Zero Carbon Analytics The Brazilian COP30 Action Agenda calls for an equitable energy transition, requiring advanced economies to cut oil and gas emissions far faster than emerging economies by 2030.

For a equitable global #EnergyTransition, advanced economies must accelerate the phase-out of #FossilFuels

@iea.org shows: Advanced Economies need to cut oil 40% & gas 33% by 2030. Emerging economies face smaller cuts reflecting climate equity.

More here: 🔗 zerocarbon-analytics.org/energy/for-a...

$8.7 trillion invested in the oil and gas industry since the Paris Agreement - Zero Carbon Analytics Since the Paris Agreement, oil and gas firms have spent USD 8.7 trillion on fossil fuels - 46 times more than on clean energy - undermining global climate goals.

Since the #ParisAgreement, the oil & gas industry has invested $8.7T in fossil fuels but only $113B in clean energy.

Scaling up renewables while phasing out fossil investments is key to meeting climate goals.

Read more in our new briefing 👇
zerocarbon-analytics.org/energy/8-7-t...

Utility-scale battery installations surge as prices decline - Zero Carbon Analytics With declining costs and improving technologies, the battery energy storage market is now following the S-curve trajectory that solar PV experienced over the past 15 years. China and the US account fo...

New briefing: Global #battery storage has reached 393.5 GWh, with China leading at 61% and the US at 27%.

Other countries are scaling fast as batteries become central to modern power systems. Global capacity could exceed 4 TW by 2040.

More here 👇
zerocarbon-analytics.org/insights/bri...

#COP30 will review ~100 draft indicators under the Global Goal on #Adaptation (#GGA). 🌍

These metrics will help countries monitor progress, strengthen resilience, and guide adaptation planning and investment.

More on our new briefing 🔗 zerocarbon-analytics.org/insights/bri...