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3 December 2025

COP30—Key Implications For Business, Finance And The Energy Transition (Podcast)

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A&O Shearman

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A&O Shearman was formed in 2024 via the merger of two historic firms, Allen & Overy and Shearman & Sterling. With nearly 4,000 lawyers globally, we are equally fluent in English law, U.S. law and the laws of the world’s most dynamic markets. This combination creates a new kind of law firm, one built to achieve unparalleled outcomes for our clients on their most complex, multijurisdictional matters – everywhere in the world. A firm that advises at the forefront of the forces changing the current of global business and that is unrivalled in its global strength. Our clients benefit from the collective experience of teams who work with many of the world’s most influential companies and institutions, and have a history of precedent-setting innovations. Together our lawyers advise more than a third of NYSE-listed businesses, a fifth of the NASDAQ and a notable proportion of the London Stock Exchange, the Euronext, Euronext Paris and the Tokyo and Hong Kong Stock Exchanges.
In the aftermath of COP30, we hosted a live webinar with specialists from our environment, climate, energy, natural resources, and infrastructure teams.
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In the aftermath of COP30, we hosted a live webinar with specialists from our environment, climate, energy, natural resources, and infrastructure teams. Our experts critically assessed the outcomes of COP30 and distilled the most material takeaways for business, finance and the energy transition.

A recording of the live webinar is now available as a podcast.

The discussion explores key themes shaping risk and opportunity, including:

  • We assess where things stand with the 1.5°C global temperature goal under the Paris Agreement and the implications of the COP28 UAE Consensus agreed in 2023 following the first Global Stocktake.
  • We analyze the implications for finance, particularly in clean energy, buildings, sustainable fuels, AI data centers, and climate adaptation.
  • We evaluate whether 2026 is on track to be the biggest year yet for carbon markets.
  • We consider how geopolitics, trade tensions, and fiscal constraints factored into the negotiations and outcomes.
  • We identify what ultimately defined COP30, considering characterizations such as "Implementation COP," "Roadmaps COP," "Forest COP," "BRICS COP," and "COP of Truth."

Speakers:

  • Matt Townsend, partner and global co-head of our Environmental and Climate Law group, London (chair)
  • Michael Diosi, partner, Energy, Natural Resources and Infrastructure group, London
  • Rachel O'Reilly, partner, Energy, Natural Resources and Infrastructure group, London
  • Gauthier van Thuyne, partner, Environmental and Climate Law group, Brussels
  • Tom d'Ardenne, counsel, Environmental and Climate Law group, London
  • Ying-Peng Chin, senior knowledge lawyer, Environmental and Climate Law group, London

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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