Global Market Analysis
Global Market Analysis There Will Be Blood, Closures: Global Return Hurdles Further Harden Into 2026 Key Findings Exhibit 1: Real rates strengthen globally in late
December 16, 2025
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Global Market Analysis There Will Be Blood, Closures: Global Return Hurdles Further Harden Into 2026 Key Findings Exhibit 1: Real rates strengthen globally in late
Fragile incentive frameworks and abrupt policy shifts have already erased a dramatic 30–40% of select clean-energy sector equity values, sparking capital flight, reputational damage, and
Progress in energy transition and other sustainable-related initiatives is slowing, especially relative to expectations – roadblocks are emerging, many financial.
The tightrope between encouraging progress
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