---
title: What Capital Flows Reveal About Net Zero Credibility
description: Linking capital allocation to real climate impact and empowering investors to distinguish resilience from hidden portfolio risks.
image: https://connect.sustainalytics.com/hubfs/2026_LCTR_Capex_Report_Assets_V1_SM_1200x627_2.png
---

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Research Report

**Transition or Illusion?**  
What Capital Flows Reveal About Net Zero Credibility

# Capital is moving. Outcomes aren’t.

Net zero commitments are proliferating, but are strategies being funded?

This report examines what capital flows actually reveal about transition credibility, linking corporate capex decisions directly to real-world climate outcomes.

# A conversation with the analyst

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Download **Transition or Illusion? What Capital Flows Reveal About Net Zero Credibility** to understand:

- Why capex, and not targets or disclosures, is the most reliable signal of transition progress.
- Where visibility beyond 2030 is leaving concentrated risk underpriced.
- How to distinguish companies genuinely on a credible transition pathway from those that only appear to be.

# Download Report:

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