A Dirtier COP Than Planned: Most Pledges In Handcuffs

C-MACC Weekly Sustainability and Energy Transition Report

A Dirtier COP Than Planned: Most Pledges In Handcuffs

• 1st Topic of the Week: With COP30 exposing more global policy and compliance fractures, capital deployments across most climate strategies carry elevated risk, promoting selective growth efforts and big balance sheets.
• 2nd Topic of the Week: As system roles reshape hydrogen’s economics and competitive map, will investors adjust quickly to the reality that cost asymmetry, logistics, and compliance regimes determine which regions lead?
• Otherwise, escalating power demand, tightening feedstock systems, rising carbon constraints, and rising digital-era emissions pressures redefine competitiveness across energy, minerals, fuels, and industrial infrastructure.

Exhibit 1: COP returns each year with renewed ambition, yet global climate indicators slip further away from targets.

Source: State of Climate Action 2025, November 2025

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