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

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.

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