The first half of this decade has witnessed a significant acceleration in green capex – investment that advances UN Sustainable Development Goals (SDGs). Yet, a combination of tariff-driven uncertainties, focus on corporate returns and interest rate headwinds is set to see a slower pace of growth in the back half of this decade.
As corporates re-evaluate the risk/returns on investments, Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), believes that uncertainties in today’s operating environment will deepen the differentiation of green capex verticals based on cost curve positioning, elasticity to higher prices/costs as well as consumer appetite. Listen into this week’s podcast, where Ehsan discusses potential US tariff implications on the outlook for key green capex verticals.
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