Powering the energy transition: Our COP30 insights

Stay informed on the key trends, challenges and opportunities shaping the future of energy and climate policy.

Related insights

Explore our latest insights and analysis related to COP30, covering key developments, policy impacts and industry responses to the global climate agenda. Stay informed on how governments, businesses and energy markets are adapting to new sustainability goals and climate commitments.

COP30 review: With infrastructure lacking, few nations are Article 6 ready

In the aftermath of COP30 in Belem, Brazil, a clearer picture of Article 6 readiness is emerging. The primary constraint is no longer political uncertainty but administrative capacity. The political environment has stabilized; countries chose not to reopen the rulebook, confirming that Article 6 will operate under its current guidance until the 2028 review. Article 6 is the part of the Paris Agreement that allows countries to cooperate by transferring greenhouse gas mitigation outcomes across borders, but doing so requires robust domestic systems.

COP30 review: With infrastructure lacking, few nations are Article 6 ready

In the aftermath of COP30 in Belem, Brazil, a clearer picture of Article 6 readiness is emerging. The primary constraint is no longer political uncertainty but administrative capacity. The political environment has stabilized; countries chose not to reopen the rulebook, confirming that Article 6 will operate under its current guidance until the 2028 review. Article 6 is the part of the Paris Agreement that allows countries to cooperate by transferring greenhouse gas mitigation outcomes across borders, but doing so requires robust domestic systems.

COP30 and carbon markets in the age of climate pragmatism, w/Jeffrey Dickerson and Petter Aspestrand

COP30 has opened in Belém amid a surge in “climate pragmatism,” with global attention shifting from aggressive emissions cuts toward energy security, affordability and community development. One of the most closely watched areas this year is the future of carbon markets, including nature-based solutions such as forest and mangrove preservation. With the US once again outside the Paris Agreement and no official delegation present, many are questioning how its absence will shape negotiations. Following last year’s COP29 breakthrough on carbon credit regulation, all eyes are on whether COP30 will bring more clarity, more caution or another major shift for the offset market.

COP30 and carbon markets in the age of climate pragmatism, w/Jeffrey Dickerson and Petter Aspestrand

COP30 has opened in Belém amid a surge in “climate pragmatism,” with global attention shifting from aggressive emissions cuts toward energy security, affordability and community development. One of the most closely watched areas this year is the future of carbon markets, including nature-based solutions such as forest and mangrove preservation. With the US once again outside the Paris Agreement and no official delegation present, many are questioning how its absence will shape negotiations. Following last year’s COP29 breakthrough on carbon credit regulation, all eyes are on whether COP30 will bring more clarity, more caution or another major shift for the offset market.

Rystad’s Take: In conversation with our CEO, November

This month, our CEO reflects on how the energy transition is reshaping global markets, from shifting demand patterns and the evolving role of oil and gas to the rapid build-out of low-carbon solutions. He discusses what will drive long-term value creation across the energy system, and how companies can navigate increased volatility, policy uncertainty and changing capital flows. The conversation also highlights why independent, fact-based analysis remains critical for decision-makers as they chart a course through the next phase of the transition.

Rystad’s Take: In conversation with our CEO, November

This month, our CEO reflects on how the energy transition is reshaping global markets, from shifting demand patterns and the evolving role of oil and gas to the rapid build-out of low-carbon solutions. He discusses what will drive long-term value creation across the energy system, and how companies can navigate increased volatility, policy uncertainty and changing capital flows. The conversation also highlights why independent, fact-based analysis remains critical for decision-makers as they chart a course through the next phase of the transition.

Brazil's energy horizon: Leading low-carbon growth while empowering energy security

In this report, we explore how Brazil’s COP30 energy outlook concludes that by 2040 Brazil will grow energy demand faster than the global average on a cleaner base, with renewables and electrification transforming the power mix and transport decarbonizing gradually under new carbon‑market and fuel policies, oil and gas acting as flexible backstops, and success in meeting 2035 NDC targets hinging primarily on land‑use and agricultural emissions cuts alongside transmission, storage, and bankable investment frameworks.

Access the report now.