Sustainability Now REPLAY: The Sustainability & Climate Trends to Watch for 2026
9 snips
Jan 9, 2026 AI-accelerated clean tech and which commercially ready solutions will actually win market share. Central banks tightening climate-related financial rules and enforcement. Private capital facing rising physical climate risk in infrastructure and long-term assets. Increasing state ownership in strategic sectors and what that means for investors. Shrinking corporate disclosure to a narrower set of material sustainability metrics.
AI Snips
Chapters
Transcript
Episode notes
2025 Was A Break Year For Policy
- 2025 was a break year that changed government priorities on supply chains, defence and AI.
- Markets and investors still push sustainability where it remains financially material.
AI Supercharges Market Demand For Clean Energy
- AI-driven demand raised energy needs and boosted clean energy stocks in late 2025.
- Commercial readiness will separate winners (e.g., EVs) from technologies that need policy support.
Favor Commercially Viable Clean Tech
- Prioritize exposure to low-carbon technologies that are commercially viable today.
- Expect a widening performance gap if policy support does not return in 2026.