Global Scans · Decarbonization · Weekly Summary

• [New] In the United States, the Department of Energy's Better Buildings Initiative has partnered with over 900 organizations to improve energy efficiency by at least 20%, while the EU's revised Energy Performance of Buildings Directive mandates that all new buildings be zero-emission by 2030. Persistence Market Research
• [New] The additional revenues from an increased share of auctioned allowances could meet the investment needs of carbon-intensive industries, thereby fostering the clean industrial transformation Europe needs to meet its competitiveness, security and decarbonization objectives. Bruegel | The Brussels-based economic think tank
• [New] At a projected carbon price of around €150 per tonne in 2030, and a projected cap of 774 million EU allowances (Umwelt Bundesamt, 2023), auctioning of allowances for energy-intensive industries could generate €37 billion in revenues in 2030 alone, roughly matching the investment need. Bruegel | The Brussels-based economic think tank
• [New] Builds in modest earnings growth to 2029 with a P/E of 16.7 x and a 3.9% discount rate, leading to a CHF295 fair value that sits toward the low end of analyst targets. / USA Simply Wall St
• [New] China is rapidly building up space-warfare capabilities and by 2040 will be conducting low-level warfare powered by advanced technology aimed at weakening the United States. The Washington Times
• [New] Low or non-emitting technologies will generate over 96% of electricity by 2050 in all the CER's scenarios, up from 80% today. Pembina Institute
• [New] Global carbon pricing could level the playing field for the entire industry. Marine Log
• [New] Regulatory frameworks such as the European Union's target of achieving 100% zero-emission vehicle sales by 2035 are compelling automakers to accelerate EV adoption. Persistence Market Research
• [New] Propulsion leadership: Battery electric vehicles hold roughly 63% share and are also the fastest-growing propulsion segment, supported by zero-emission mandates and improving Li-ion economics, with BEV OHEV CAGRs often exceeding 14% through the early 2030s. Persistence Market Research
• [New] Based on active and announced projects, global low-carbon hydrogen capacity could reach up to ~82 mtpa by 2030, indicating significant project ambition across regions. GlobeNewswire
• [New] Global low-carbon hydrogen ambition remains high, but project delivery is sluggish, as 57% of the capacity slated for completion by 2030 is still in the feasibility stage and only 4% has reached construction. GlobeNewswire
• [New] Companies like PEMEX could evolve toward the production of clean hydrogen, using it in their processes and marketing it for industrial decarbonization. Mexico Business
• [New] Access to low-cost renewables could, under certain conditions, enable hydrogen-based steelmaking to compete moving forward with conventional production in major steel-producing countries including the United States, China and India. IEA
• [New] With the European Union working to achieve climate neutrality by 2050, efforts to reduce the construction industry's major carbon impact are advancing with projects bringing technological innovations to scale. Engineering News Record
• [New] Spain's vast land area offers opportunities for reforestation and soil carbon sequestration projects. Market Data Forecast
• [New] France aims to achieve carbon neutrality by 2050, with intermediate targets for 2030. Market Data Forecast
• [New] The UK government's Ten Point Plan for a Green Industrial Revolution includes investments in hydrogen and carbon capture technologies, generating new offset opportunities. Market Data Forecast
• [New] Germany has set strict emission reduction targets for 2030 compared to 1990 levels, which is driving significant demand for compliance and voluntary offsets among manufacturing and energy companies. Market Data Forecast
• [New] Demand for voluntary carbon credits could increase significantly by 2030. Market Data Forecast
• [New] Global demand for carbon removal could reach significant levels by 2050, highlighting immense growth potential. Market Data Forecast
• [New] Carbon dioxide removal will be essential to meet the net zero targets set by the European Union. Market Data Forecast
• [New] India is expected to play a significant role as both a buyer and seller in the global carbon ecosystem. Remind Legal LLP

Last updated: 19 April 2026