The first half of this decade has witnessed a significant acceleration in green capex – investment that advances UN Sustainable Development Goals (SDGs). Yet, a combination of tariff-driven uncertainties, focus on corporate returns and interest rate headwinds is set to see a slower pace of growth in the back half of this decade.
As corporates re-evaluate the risk/returns on investments, Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), believes that uncertainties in today’s operating environment will deepen the differentiation of green capex verticals based on cost curve positioning, elasticity to higher prices/costs as well as consumer appetite. Listen into this week’s podcast, where Ehsan discusses potential US tariff implications on the outlook for key green capex verticals.
The MUFG Global Markets Podcast can be found directly on our MUFG Podbean page or via a number of platforms, including Spotify, Apple, and Stitcher.
