Europe’s sustainability agenda is changing.

The European Commission’s evolving industrial policy illustrates a broader shift: decarbonisation is increasingly being connected with competitiveness, energy independence, resilience, circularity and strategic autonomy.

This matters because sustainability is no longer only about reducing environmental impact. For many industrial companies, it is increasingly about reducing dependency on scarce resources, improving energy productivity, strengthening supply chains and building businesses that are better equipped to compete in a changing global environment.

For Lanell, this reinforces an investment view we have held for some time. Sustainability and competitiveness should not be treated as opposing agendas. In many industries, the technologies and operating models that reduce resource consumption and dependencies are also those that improve productivity, resilience and long-term economics.

The real opportunity is therefore not to ask companies to sacrifice competitiveness for sustainability, but to identify where the two reinforce one another.

Niels Stenfeldt shared his perspective on this development following the European discussion around the Industrial Accelerator Act.

Read the article here:
https://www.linkedin.com/pulse/industrial-accelerator-act-eus-quiet-rewiring-policy-niels-stenfeldt-hepee