The green economy has crossed another threshold. New analysis from the London Stock Exchange Group puts the market value of companies generating at least 20% of their revenue from environmental activities above $10tn. Green revenue grew by 5.3% in 2025, while those businesses outperformed the wider market by around 12% over the past decade.
The scale is noteworthy, especially as energy policy becomes more fragmented. For investors, utilities and project developers, it gives the transition a sharper commercial frame: not just policy ambition, but a market large enough to rank as the world’s third-largest industry if measured on its own.
The numbers tell one part of the story. The rest is playing out on the ground. In the Middle East, North America and Latin America, and Africa, the transition is unfolding in very different ways as governments, investors and industry respond to their own policy priorities, market pressures and resource strengths.
Together, they offer a clearer picture of where the global energy market is heading.
Thom Atkinson, editor-in-chief
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