Climate-Led Investing: What’s Next

Season 10 begins with climate—and the release of RBC Climate Action Institute’s Climate Action 2026 report. John Stackhouse is joined by Clara Barby, Senior Partner at Just Climate, to pressure-test what’s actually scaling—and what’s getting stuck. 

They start with a simple filter for policy and investment: solutions that don’t require behaviour change and don’t come with a green premium. From there, Clara makes the case for Canada’s ‘land transition’ as a ripe opportunity—investing in tools and inputs that help farmers and land managers decarbonize while strengthening the systems we rely on. They also dig into why CCUS remains a complex case: carbon price, CapEx, infrastructure, and a fragmented value chain—and what it would take to unlock bankable projects. And they look at how AI-driven power demand is changing the investment lens on electrification and grid build. 

If you’re trying to separate climate ambition from execution, this conversation is your Season 10 starting point—and a guide to the report behind it.

RBC Climate Action 2026 (report): www.rbc.com/cai
Unearthing Value (report): http://bit.ly/4qJZ9TQ
Just Climate: https://www.justclimate.com

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