Presented By:

Shaheen Chohan

Joe Govreau

After a decade of rapid growth, global decarbonization efforts face new headwinds. Nearly $10 trillion in ESG-related capital is still active — but over $1.5 trillion in projects have already been paused or cancelled. In this episode of Navigating the Currents of Change, Shaheen Chohan, VP of Global Analytics, sits down with Joe Govreau, VP of Research Operations for Metals & Minerals, to explore whether the energy transition is slowing… or simply shifting.

From carbon capture and Power-to-X to green hydrogen and renewable diesel, they unpack the evolving makeup of global investment — and the cost, policy, and geopolitical pressures reshaping the industrial decarbonization movement.

Explore the data, sectors, and realities behind the climate economy’s most urgent question: what happens when green ambition meets global uncertainty?