Mapping the Real Path of the Energy Transition

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Why This Matters

Rystad Energy analyzed 400 NDCs to assess alignment with Paris Agreement goals, finding a focus on short-term decarbonization in power, energy, and transportation, with alternative fuels and CCUS for hard-to-abate sectors.

Market Impact

Market impact analysis based on bullish sentiment with 74% confidence.

Sentiment
Bullish
AI Confidence
74%

Article Context

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As momentum builds toward COP30, Rystad Energy has analyzed over 400 historical and updated NDCs to assess how well the global energy system aligns with the Paris Agreement goals. Most submissions focus on short-term decarbonization in power, energy, and transportation, setting clear targets for renewables and electric vehicle (EV) adoption, with alternative fuels and carbon capture, utilization, and storage (CCUS) for hard-to-abate sectors. This year, signatory countries are submitting their commitments under NDC 3.0. While many targets seem more…

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Original article published by OilPrice.com on November 11, 2025.
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