In the first quarter of 2025, investor attention has been dominated by global politics, macroeconomic uncertainty (tariffs, inflation, employment), and the latest breakthroughs in artificial intelligence. But amid the noise, one critical lens has noticeably dimmed, climate and the broader set of structural investment themes connected to it.
Climate-linked infrastructure is no longer a side story. It is the connective tissue between macro forces, AI, energy security, geopolitical risk, and industrial strategy. The world’s largest economies are now competing for control over the enablers of technological autonomy and a low-carbon energy system to support it: transition metals, power grids, battery tech, and water systems.
The winners of this new era won’t be defined solely by innovation at the surface, but by control of what sits underneath: the systems that scale, connect, and endure. For investors willing to look past the short-term and into structural demand, the opportunities are not just intact, they’re accelerating.
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