IISD Energy

@energy.iisd.org

Expert analysis on global energy transitions at @IISD.org. Advancing the transition away from fossil fuels, #RenewableEnergy scale-up, #JustTransition, fossil fuel subsidy reform, and more!

Who will pay for a new pipeline in Canada? The answer is overwhelmingly taxpayers—and returns on investment don’t look promising. With oil pipelines in the news this week, here are a couple things to keep in mind: 🧵1/5

Chart showing breakeven prices for the world's largest oil producers with Canada among the highest cost. 

While oil prices might be high now, they are unlikely to stay that way. As a high cost producer, Canada cannot compete once prices fall.

In Canada, growth in Northern BC clean energy and critical minerals is creating new workforce needs—and policy gaps. Coordinated action & sustained investment can help fill those gaps + build a stronger, more resilient workforce. Read IISD & @pembina.org: www.pembina.org/pub/northern...

Northern Talent, Clean Future | Pembina Institute

Northern British Columbia is entering a period of economic transition, with new opportunities emerging in clean energy, critical minerals, transportation, mass timber and other low-carbon industries. ...

pembina.org

Indonesia aims to shift 2–5M homes to induction stoves by 2027 to cut its USD 5.9B LPG subsidy bill.  New research from BRIN Indonesia, Policy Practice, & IISD finds that on a true, unsubsidized basis, induction stoves are cheaper than LPG: 🧵1/3 👇

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In Canada, Northern BC has the tools to succeed in its clean energy future. Those include post-secondary institutions, Indigenous-led training and employer partnerships. Yet gov't leadership must match training with jobs employers are trying to fill. 🔗 www.pembina.org/pub/northern...

Northern Talent, Clean Future | Pembina Institute

Northern British Columbia is entering a period of economic transition, with new opportunities emerging in clean energy, critical minerals, transportation, mass timber and other low-carbon industries. ...

pembina.org

As Canada plans new oil pipelines, EVs are changing the market. In China alone, EVs displaced 1mn barrels/day of oil in 2025, with 4mn expected in 2035. 🌎 oil demand is expected to peak by 2030. If built, Canada's West Coast pipeline faces a ⬇️ market. 📗 www.iisd.org/articles/dee...

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Canada is looking to expand LNG—yet global markets face oversupply + weakening demand outlooks. In Germany, for example, gas demand is already ⬇️ & in 2025 demand was ~13.5% below the 2018-2021 average. Public money for LNG facilities ⬆️ public risk. 📗 www.iisd.org/articles/dee...

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Canada's oil & gas sector needs high prices to be viable. To breakeven producers need: ➡️Oil at USD 40/ barrel ➡️LNG at USD 9 to 12/ thousand cubic feet As the outlook for demand ⬇️ & supply ⬆️, public money for oil & gas carries real risk. New analysis: www.iisd.org/articles/dee...

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When energy prices rise gov'ts need to act fast—yet fossil fuel subsidies ⬆️ exposure to future shocks. A better path: 👪 Prioritize support for the vulnerable 💰 Incentivize renewables 🔎 Ensure any fossil fuel support is targeted, transparent, & time-bound New report: www.iisd.org/publications...

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Canada is close to fast-tracking a new West Coast pipeline by naming it a project of national interest. Yet the previous purchase of the Trans Mountain Pipeline (TMX) has shown returns on investment are unlikely to be significant and taxpayers could be left footing a multi-billion-dollar bill. 🧵1/5

Quote from Nichole Dusyk reading: "Another pipeline is not in the national interest. It's a subsidy for the oil industry at the expense of ordinary Canadians. Bypassing environmental rules to build it would continue a troubling pattern of trading public protections and dollars for fossil fuel expansion."

Indonesia holds 42% of the 🌎's nickel reserves. As the demand for EV batteries grows, the country has a huge economic opportunity to drive investment, create jobs, & strengthen its position in the clean energy supply chain—but mineral wealth alone isn't enough. 🧵1/3 www.iisd.org/articles/new...

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Last month, Libya concluded its 1st oil & gas licensing round since 2007 with reserves estimated to be the largest in Africa. If fully developed & burned this could release 82.2 MtCO2. Meanwhile, concerns over stranded assets also signal economic risk. 👇 www.iisd.org/publications...

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Indonesia’s energy subsidy reform is about more than adjusting fuel prices. As part of Kompas Talks, IISD's Anissa Suharsono emphasizes a comprehensive approach to subsidy reform is vital including better targeting, social protection, & public communication. 👇

Jika Dihitung dengan Insentif Pajak dan DMO Batu Bara, Subsidi Energi RI Tembus Rp 713,5 Triliun

IISD menghitung subsidi energi Indonesia mencapai Rp 713,5 triliun. Angka ini jauh lebih besar karena memakai definisi subsidi versi WTO.

money.kompas.com

The Belém Mission to 1.5, launched at COP30, explores how countries can strengthen ambition & implementation of NDCs & NAPs. Here are 6 recommendations we submitted to this process:👇 1️⃣Reform fossil fuel subsidies & redirect public money to clean, resilient development 🧵1/3 iisd.org/publications...

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Indonesia has launched the Carbon Unit Registry System (SRUK). Creating a transparent and reliable record of carbon units, it tracks emissions trading system, offsets, and international transfers, while linking them to Indonesia's national climate registry (SRN-PPI).

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When the lights go out, it's easy to focus on the event that caused the outage—but the more important question is what it tells us about the system behind it. Indonesia's recent blackouts are a reminder that for energy systems resilience matters just as much as reliability. 👇

In India, solar irrigation is demonstrating how countries can implement clean energy solutions that benefit communities & farmers. IISD’s Hrishabh Chandra explains, technology is often the easy part—financing & institutional supports are vital for long-term success. 📹 Watch 👇

Canada & Alberta have announced plans for construction of a new oil pipeline estimated to cost between CAD 35.2 & CAD 43.7 bn—taxpayers could be responsible for 90% of the bill. Difficulty finding a private company to lead the project reflects the pipeline’s questionable business case. 🧵1/4

Quote from Nichole Dusyk, Lead, Canada Energy Transition at IISD saying, "With a new taxpayer-paid oil pipeline, policy-makers are once again asking Canadians to pay for a fossil fuel project that most private investors wouldn't touch."

Today, the governments of British Columbia and Canada announced CAD 3.9 billion in new federal support for the North Coast Transmission Line (NCTL)—this electricity infrastructure will largely be used to power new LNG production. 🧵 1/4

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