Executive Summary

• The Energy Transitions Commission has released its latest Energy Transition Monitor report, showing a ‘two-speed’ transition towards clean electrification globally
• Around 60% of global emissions, primarily from power generation and road transport, are rapidly being addressed by electrification at very little cost, with renewables supplying 99% of the growth in global electricity generation in 2025
• For the EU and the UK, the report’s analysis shows fastest emissions reduction progress of the major economies – though grid capacity remains a bottleneck

Clean electricity is growing at more than twice the speed of overall energy supply – yet emissions are not falling as overall demand for both fossil and clean energy is simultaneously expanding.

That is the verdict of the Energy Transitions Commission, whose Energy Transition Monitor has shown a two-speed transition towards clean electrification. Around 60% of global emissions – primarily from power generation and road transport – are ‘rapidly’ being addressed by electrification at relatively little cost, according to the report. Yet for the remaining 40%, focusing primarily around aviation, shipping, heavy industry and agriculture, progress is slower.

Renewables supplied 99% of the growth in global electricity generation in 2025, with global renewable capacity almost doubling since 2022 and on track to double again by 2030. This is however almost 900 GW short of the tripling pledged at COP 28.

For the EU and the UK, the report’s analysis shows fastest emissions reduction progress of the major economies, albeit with momentum recently slowing. Renewable installations are described as strong, with the European Commission’s electrification action plan targeting a step chance in the pace of deployment.

Yet grid capacity is seen by the commission, an international think tank, as a major bottleneck to acceleration globally. Around 375 GW of renewables and 455 GW of battery storage are stuck in European connection and permitting queues, the commission notes. That number rises to around 2,300 GW in the US, while almost 10% of China’s wind and solar outputs were curtailed due to grid constraints in the first half of this year.

“Clean energy is now outpacing fossil growth, but deployment speed alone won’t cut emissions. Without removing grid bottlenecks, securing buyer commitments for clean industrial products, and achieving cost breakthroughs in shipping and aviation, emissions will continue to plateau and not fall,” said Adair Turner, co-chair of the ETC.

The full report can be read here.

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