Global investment in the energy transition reached a historic peak of $2.3 trillion in 2025, representing an 8% increase from the previous year. The electrified transport sector emerged as the primary driver, attracting $893 billion in capital, a significant 21% jump compared to 2024. For the second consecutive year, spending on clean energy surpassed total investments in fossil fuel supply, signaling a structural shift in the global energy landscape. This surge is largely attributed to accelerated decarbonization initiatives and massive infrastructure spending on power grids and renewable energy. While some sectors like solar experienced a slowdown in growth rates, the overall momentum remains robust due to sustained policy support. Analysts expect this record spending to bolster long-term demand for industrial metals such as copper and lithium, while providing a bullish outlook for green energy equities.
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