Making the transition investable: Policy certainty, capital and coordination

Chapter notes- Scroll to the areas that interest you

00:00: Predictability is the first enabler

Why long-term industrial investment stalls when the “rules of engagement” keep shifting, and why certainty matters even more than the specific policy mix. SSAB’s experience illustrates the reality of upfront investment, permitting and investor time horizons.

07:30: Transition policy is industrial strategy

Sang-Hyup Kim sets out why the transition is not only environmental policy. It depends on aligned industrial policy, energy systems, finance and skills, and on government choices that create bankable demand and long-term confidence.

15:30: The foundations for future competitiveness is shaped by coordination today

How fragmentation across jurisdictions and value chains increases risk for regions, sectors and individual businesses. The guests discuss why globally traded sectors cannot solve this company-by-company, and where coalition approaches can reduce uncertainty and build the conditions for innovation and investment.

26:30: Examples of effective coalitions

What effective “pre-competitive” collaboration looks like in practice: shared pathways, shared standards, and delivery-focused coalitions that crowd in capital. Marina Grossi shares Brazil’s experience of moving from pledges to projects and scaling what already works.

40:30: Leadership in the execution phase

The leadership capabilities that matter now: pragmatic focus, prioritisation, the ability to act under uncertainty, and balancing short-term delivery with long-term ambition recognising the hard limits of planetary boundaries and the inadequacy of business as usual. The guests also discuss enabling technologies, including AI for measurement and integrity, and the role of practical, like-minded partnerships when wider multilateralism is under pressure.