Transizione energetica
Esperti di transizione energetica: il passaggio dai combustibili fossili alle energie rinnovabili e le implicazioni per industrie ed economie
Speakers Associates represents 75 speakers on Transizione energetica, including Lucy Bullivant, Yasin Kasirga, Nikolas Badminton, Louis De Jaeger, Claudia Bechstein, Anna Gumbau, Nina Schick, Ugwem Eneyo, Tara Shine, e Geoff Cutmore.
Climate adaptation and water stress now sit directly on the balance sheet, yet most strategy teams still treat them as compliance work downstream of the business case. Capital is being repriced by the EU Taxonomy, by insurers and by the physical reality of drought, flooding and supply disruption. Boards need someone who can connect the economics of a river basin to the cost of capital, and say clearly what changes in their model.
European heavy industry is being asked to decarbonise and stay competitive at the same time, and the two goals are pulling apart. Renewable supply is not scaling fast enough to meet industrial demand at a price that keeps production in Europe. Boards need a clear read on where the cost burden of the transition really falls, and which decarbonisation plans survive contact with the economics.
Europe’s fiscal rules, energy dependencies, and security architecture are being rewritten simultaneously. Most private sector institutions are treating each as a separate problem. Organisations making long-term capital commitments in European markets are navigating on an incomplete map.
High-performance teams lose races in the pit lane, not on the track. The gap between a talented operator and a winning one is rarely raw ability. It is the capacity to make sharp decisions under load, trust the people either side of you, and keep finding a tenth of a second when the budget for mistakes has run out.
Climate and energy decisions now turn on a physical system most boards have never been taught to read. The ocean sets the weather, moves the carbon, routes the trade and absorbs the heat, yet it enters strategy only as a line item or a disclosure. Leaders need someone who can translate that system into decisions without flattening the science.
ESG has become two different conversations inside the same company. The board wants disclosure, regulatory cover, and a clean line on climate. The operating teams need capital, redesigned supply chains, and a defensible position when the political wind on sustainability changes direction. Closing that gap, between the ESG narrative and the operating substance, is now a board-level test of competence.
Leaders are told to plan for an accelerating future, but the public commentary on technology cycles, energy systems and innovation is dominated by consensus thinking. That makes long-range capital decisions easier to defend internally and harder to get right. The harder task is reading where supply, technology and politics are actually heading, before the conventional view catches up.
The postwar rules that protected trade, capital and cross-border operations are no longer holding. Boards are being asked to take positions on sanctions, export controls, China exposure and energy security without the diplomatic literacy the last generation could assume. The cost of getting the geopolitical read wrong now shows up in the P&L within a quarter.
Most organisations can describe what they want to build. Very few can get a physical, manufacturable product out of a sketch, through engineering, and into customers’ hands at scale without the idea collapsing along the way. The gap between design intent and what actually leaves the factory is where category-defining products are won or lost.
Boards have signed climate commitments and capital plans that depend on infrastructure that does not yet exist at scale. The gap between net zero ambition, regional grid reality, and shareholder return is widening, and most leadership teams have no economic framework that connects energy, digital, and mobility decisions into a single capital story. The question is no longer whether to decarbonise. It is what to build, in what order, with whom, and on whose roadmap.
Climate and nature risk are no longer reputational topics. They are entering disclosure regimes, capital allocation decisions and supply chain liability, and most boards lack a defensible scientific basis for the limits they are being asked to operate within. The question is not whether to commit to sustainability, but how to set targets that hold up under regulator, investor and scientific scrutiny.
Boards are being asked to underwrite decisions on supply chains, capital allocation, and market entry while the rules underpinning the global trading system shift week to week. Most leadership teams read the same headlines as everyone else and try to translate them into operating decisions on instinct. The gap between political signal and commercial consequence is where reputations and balance sheets get damaged.