Geopolitical tensions and conflicts can disrupt energy markets, threatening international energy supply security and imposing financial stress on energy-intensive industries reliant on imported fossil fuels. Exploring the challenges and opportunities associated with supply diversification is crucial for understanding the potential for hard-to-abate industry decarbonization under the risk of future energy price shocks. In this context, we investigate the role of green hydrogen as a viable and sustainable alternative to natural gas applications in iron and steel manufacturing. We first quantify how the integration of green hydrogen into the existing infrastructure can complement stringent climate action ambitions in reducing CO2 emissions over the next five decades. We find that green hydrogen acts as a transitional technology, enabling a gradual shift towards electrification of heat supply while bridging the gap until low-carbon steel technologies become commercially feasible. Furthermore, we assess the benefits of timely green hydrogen investments in mitigating the economic repercussions of unforeseen natural gas price surges. Overall, this study underscores the potential of green hydrogen in decarbonizing the iron and steel industry while promoting energy independence, but it also highlights its contingency on sufficiently ambitious climate policies and adequate technological advancements. ... Read more

In this work, we systematically analyse the population projections used in the emissions scenario ensembles reviewed by the Working Group III in the latest three reports of the Intergovernmental Panel on Climate Change (IPCC). We show that emissions scenarios span smaller demographic uncertainties than alternative estimates both for the world and for critical regions, such as South-East Asia, Sub-Saharan Africa, and China. Furthermore, the range of demographic projections has consistently shrunk over subsequent reports, exposing a problematic convergence towards a single socio-economic pathway: the “middle path” or SSP2. We argue that the undersampling of population uncertainties limits the range of future emission trajectories and has implications for climate transition scenarios. Emissions scenarios with a wider set of assumptions about future population should be submitted to the IPCC. The methods utilised in this study inform the development of independent audit methods for the assessment of relevant uncertainty sources in IPCC databases. ... Read more

Energy models are used to study emissions mitigation pathways, such as those compatible with the Paris Agreement goals. These models vary in structure, objectives, parameterization and level of detail, yielding differences in the computed energy and climate policy scenarios. To study model differences, diagnostic indicators are common practice in many academic fields, for example, in the physical climate sciences. However, they have not yet been applied systematically in mitigation literature, beyond addressing individual model dimensions. Here we address this gap by quantifying energy model typology along five dimensions: responsiveness, mitigation strategies, energy supply, energy demand and mitigation costs and effort, each expressed through several diagnostic indicators. The framework is applied to a diagnostic experiment with eight energy models in which we explore ten scenarios focusing on Europe. Comparing indicators to the ensemble yields comprehensive ‘energy model fingerprints’, which describe systematic model behaviour and contextualize model differences for future multi-model comparison studies. ... Read more

The bottom-up approach of the Nationally Determined Contributions (NDCs) in the Paris Agreement has led countries to self-determine their greenhouse gas (GHG) emission reduction targets. The planned ‘ratcheting-up’ process, which aims to ensure that the NDCs comply with the overall goal of limiting global average temperature increase to well below 2 °C or even 1.5 °C, will most likely include some evaluation of ‘fairness’ of these reduction targets. In the literature, fairness has been discussed around equity principles, for which many different effort-sharing approaches have been proposed. In this research, we analysed how country-level emission targets and carbon budgets can be derived based on such criteria. We apply novel methods directly based on the global carbon budget, and, for comparison, more commonly used methods using GHG mitigation pathways. For both, we studied the following approaches: equal cumulative per capita emissions, contraction and convergence, grandfathering, greenhouse development rights and ability to pay. As the results critically depend on parameter settings, we used the wide authorship from a range of countries included in this paper to determine default settings and sensitivity analyses. Results show that effort-sharing approaches that (i) calculate required reduction targets in carbon budgets (relative to baseline budgets) and/or (ii) take into account historical emissions when determining carbon budgets can lead to (large) negative remaining carbon budgets for developed countries. This is the case for the equal cumulative per capita approach and especially the greenhouse development rights approach. Furthermore, for developed countries, all effort-sharing approaches except grandfathering lead to more stringent budgets than cost-optimal budgets, indicating that cost-optimal approaches do not lead to outcomes that can be regarded as fair according to most effort-sharing approaches. ... Read more