The Scale of Global Energy Transition: A €12 trillion market restructuring that will directly impact all industries.
Risks: Energy price volatility, regulatory pressure, carbon costs, and supply risks.
Opportunities: Green innovation, new business models, efficiency investments, and nature-positive strategies creating competitive advantage.
Key Message: The energy transition is not just an issue for energy companies—it has entered the strategic agenda of every sector. Institutions that can turn this transformation into an opportunity will be the ones to thrive in the future.
Investment Trends and the Future of Capital: Where Should Companies Position Themselves?
New Directions of Capital Flows: Global funds shifting towards energy, technology, climate, and AI-driven industries.
Rising Cost of Capital: Higher interest rates and risk premiums forcing companies to redesign their capital-raising strategies.
Investor Priorities: Beyond financial strength, investors now seek impact and regenerative approaches, innovation, and resilience.
Key Message: Capital today is no longer just about a strong balance sheet—it is about the right strategic direction. Companies that can read these trends will both access funding and achieve sustainable growth.
New Strategic Priorities and Transformation for Boards
Impact- and Regeneration-Focused Strategies: Boards need a new lens to manage risks and opportunities, with nature and ecosystems moving to the center of the agenda.
A New Playbook for Boards in the Energy Transition: The energy sector’s transformation is reshaping the playbooks of many industries, requiring boards to reassess risks, trends, and opportunities.
The Transformation of Boards: To engage with next-generation challenges, boards must evolve their skill sets and leadership styles toward impact and regeneration. Designing this transformation journey is critical.
Key Message: Boards are no longer just supervisory bodies; they are becoming architects of the future. Long-term perspectives, stakeholder-driven approaches, circular economy principles, and regenerative strategies are moving to the forefront.
New Strategic Realities: The Future Playbook for Companies
Geopolitical and Economic Shifts: Emerging trade blocs, supply chain disruptions, and rising regulations are reshaping business models.
The Impact of Technology and AI: Digitalization and artificial intelligence are redefining the competitive dynamics of the business world.
Climate and Resource Crisis: The financial pressures of climate change, regulatory demands, and the growing strategic importance of nature-positive business models.
Key Message: The new strategic realities push companies to move beyond short-term profit towards long-term value creation. Those able to embrace this shift will be the winners of the next decade. The “game of the future” will be won by companies asking the right questions today and building long-term value.