Energy addition and climate realism: governing supply growth, resilience and emissions together

The current environment has reinforced a hard truth: growth, security and resilience depend on adding more energy, not less. As geopolitical disruption strains global energy markets, supply chains and infrastructure, governments and industry must expand capacity without creating new vulnerabilities. Climate frameworks remain important, but the central challenge is delivery. By mid-2026, 139 countries had submitted 2035 NDCs, covering 88.1% of global emissions, while 55 had still not submitted. Yet energy-related COâ‚‚ emissions rose by around 0.4% in 2025, reaching a new high of nearly 38.4 Gt. The key question is how policy, regulation and investment frameworks can align supply expansion with emissions management, infrastructure readiness and execution discipline. Resilience can support decarbonisation when it diversifies supply, strengthens grids, reduces methane and enables carbon management. The priority is to add energy faster, strengthen resilience and cut emissions intensity while protecting affordability, competitiveness and investor confidence.