Global Decarbonization at a Crossroads

As decarbonization efforts accelerate around the globe, new headwinds are beginning to reshape the pace and direction of industrial investment. From rising energy demand and geopolitical conflict to paused tax incentives and cost pressures, the road to net-zero is proving more complex than ever.

In this episode of Navigating the Currents of Change, host Shaheen Chohan is joined by Joe Govreau, IIR’s Senior Vice President of Research Operations for the Metals & Minerals Industry. Together, they examine more than $10 trillion in ESG-related global projects and uncover what’s real, what’s stalled, and what’s next.

We’ll explore:

• The real impact of project cancellations and cost inflation
• Where capital is still flowing across sectors like power, refining, and alternative fuels
• ESG investment trends in mining, steel, and other high-emission industries
• What the next 18 months look like for major projects in the energy transition

Whether you track sustainability, policy, or project pipelines, this episode brings clarity to a market in flux.