As war hardens borders and tariffs carve up trade routes, the Environmental, Social, and Governance agenda faces its most severe stress test yet. The world is doubling down on climate commitments, but also on conflict, control, and competition. And in the middle of it all sits India, juggling growth, diplomacy, and green ambition.Tug of PrioritiesThe clean energy transition isn’t just about carbon anymore. It is caught in a geopolitical tug-of-war. The prolonged wars in Ukraine and Gaza, the attacks in the Red Sea, and the tariff fights over Chinese electric vehicles and solar panels have disrupted supply chains and driven up prices. The European Union recently finalised tariffs of up to 38.1% on Chinese EVs. Meanwhile, the US maintained its 100% levy. The goal: protect domestic industry. The fallout: fragmenting global green technology supply chains, and slowing down clean energy transitions just as the IPCC warns of narrowing pathways to 1.5°C.
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