Clean industry financing doubles as countries move to strengthen supply chains

• 19 clean industry projects, worth an estimated $43 billion, reached final investment decision in six months  
• Includes 16 clean fuels and chemicals plants, of which two are green fertiliser facilities plus three metals plants, accelerating the shift to decarbonised industrial production  
• China is setting the pace, while India’s project pipeline jumps 30%, demonstrating the rise of the new industrial sunbelt  
• Clean industry offers countries a way to reduce exposure to fossil-fuel price shocks and supply disruption 

London, 8^th June 2026 – Clean industry plants are securing finance at their fastest pace yet, as countries and companies seek to reduce exposure to volatile fossil-fuel markets and strengthen the supply chains that will power future growth.

READ REPORT | Clean industry rising: the foundation of resilient value chains

A new report from Mission Possible Partnership, Clean Industry Rising: the foundation of resilient value chains, supported by the Industrial Transition Accelerator, published alongside its latest Global Project Tracker, reveals that 19 clean industry projects reached final investment decision in the past six months – more than double the rate recorded a year earlier and worth an estimated $43 billion.

The latest wave includes clean fuels, chemicals, fertilisers and metals projects: the industrial essentials needed to grow food, build infrastructure, manufacture goods and move the products that underpin modern economies.

The analysis shows that the global clean industry pipeline now represents a $4.7 trillion in potential investment, including nearly $1.5 trillion in industrial production assets and a further $3.2 trillion in associated renewable energy and storage build-out.

Faustine Delasalle, CEO of Mission Possible Partnership and Executive Director of the Industrial Transition Accelerator, said:

“Clean industry is rising because the world has changed. In an increasingly fragmented and unstable environment, fossil-fuel dependence has shown time and again to mean exposure to price shocks, supply disruption, and economic crises, while continuing to fuel the climate crisis and its own compounding impacts. Countries that build cleaner industrial systems can gain greater control over the essentials of their economies: energy, food, materials, and industrial goods that underpin every dimension of people’s lives.”

The acceleration in clean industry seen in MPP’s latest data reflects something real. Decarbonisation is not a future bet – it is a present-day strategic priority for many companies.

Vicky Roberts-Mills
Global Head of Energy Transition, AXA XL

Vicky Roberts-Mills, Global Head of Energy Transition, AXA XL, a leading global commercial insurance and reinsurance business said:

“The acceleration in clean industry seen in MPP’s latest data reflects something real. Decarbonisation is not a future bet – it is a present-day strategic priority for many companies. When insurers meaningfully engage with the projects that make a measurable difference right across a project lifecycle, we can unlock and scale the investment needed for the projects that matter most for supply chain resilience and long-term economic stability, helping to turn the pipeline into operating plants.”

The findings point to a significant acceleration in the shift to decarbonised industrial production across some of the world’s most energy-intensive sectors, including aviation and shipping fuels, fertilisers, steel and aluminium. They arrive amid growing pressure from energy shocks, commodity market volatility and trade fragmentation are reinforcing the need for more resilient industrial systems.

China is moving fast as new clean industry powers emerge

China accounts for 68% of new final investment decisions recorded in the past six months, underlining the strength of its industrial strategy and its growing position in the technologies and equipment needed to build clean value chains. But the geography of clean industry is diversifying. India’s project pipeline grew by 30% over the same period, strengthening its role at the forefront of the new industrial sunbelt – renewables-rich economies with the potential to turn clean energy resources into industrial advantage. 

Clean fuels show how policy can unlock investment

Nine methanol plants, four sustainable aviation fuel plants and three clean ammonia plants have reached final investment decision over the past six months reflecting a growing demand for cleaner fuels across aviation and shipping, and emerging interest in locally produced, green fertilisers for agriculture.

This momentum highlights the impact of clear policy signals in moving clean industry forward. Pioneering sustainable aviation fuel mandates in the EU and Asia are helping accelerate investment into clean fuels by giving producers a clear route to securing long-term buyers and giving investors greater confidence in future revenues, while the current energy crisis triggered renewed interest in such mechanisms in countries like Australia.

Trade partnerships underpin more resilient and competitive industrial supply chains

Diversified clean trade partnerships between countries with complementary strengths can support greater resilience, competitiveness and industrial growth. Projects such as AM Green’s Kakinada development in India, producing clean ammonia, point to a model in which renewables-rich countries produce clean commodities for export and domestic markets, supported by international technology, finance and first buyers. These cross-border partnerships can help established industrial economies secure cost-competitive, cleaner inputs and more resilient supply chains, while opening new export markets and growth opportunities for emerging industrial powers.

These partnerships point to an economic opportunity that extends far beyond individual plants. Each project reaching final investment decision creates commercial opportunities across a wider value chain – from clean power production and clean technology provision to infrastructure and plant construction, logistics and downstream manufacturing. Across Europe and the United States clean tech markets for industry are already worth tens of billions of dollars, showing that there is huge value to be seized beyond commodity production. These opportunities remain under-recognised, and the window to seize them is narrowing as new clean technology leaders emerge and long-term partnerships get signed across new industrial supply chains.

The report warns that further acceleration is not yet guaranteed and identifies three priorities for turning today’s momentum into a broader industrial shift: creating stronger markets for clean products, building win-win trade and commercial partnerships that connect clean technology leaders, low-cost clean energy regions with major industrial demand centres, and mobilising public and private finance to reduce the risk of investing in early projects.

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