First Movers Coalition Impact Brief

The First Movers Coalition (FMC) has expanded to 101 members and 14 government partners by the end of 2025, pledging over $19 billion in demand for low-carbon products. The coalition focuses on bridging the supply-demand gap for near-zero materials through more than 130 offtake agreements and investments. Sector-specific progress includes the deployment of inert anode technology in aluminium, the scaling of sustainable aviation fuels (SAF) via book-and-claim platforms, and the procurement of durable carbon dioxide removal (CDR) credits. The FMC also supports the transition to zero-emission shipping, near-zero steel, and electric trucking through coordinated procurement and infrastructure advocacy.

• By the end of 2025, the First Movers Coalition (FMC) grew to 101 members and 14 government partners, collectively committing more than $19 billion in green product demand for 2030, which is estimated to reduce CO2 emissions by 26 million tonnes.
• FMC members have signed over 130 offtake agreements and investments to provide the financial confidence necessary for high-capex, low-carbon projects to proceed.
• In the aluminium sector, ELYSIS has achieved the first commercial-scale implementation of 450 kiloampere-designed inert anode technology, which produces aluminium with no direct carbon emissions from smelting.
• The aviation sector is utilizing book-and-claim platforms like Avelia to scale sustainable aviation fuels (SAF); as of June 2025, Avelia supported the addition of over 155.2 million litres of SAF, abating over 370,000 tCO2e.
• Corporate buyers are shifting toward durable carbon dioxide removal (CDR) through high-volume agreements, such as Microsoft's 10-year deal with Hafslund Celsio for 1.1 million tonnes of removals and Google's 200,000-tonne enhanced rock weathering agreement with Terradot.
• Progress in the cement and concrete sector includes the opening of Heidelberg Materials' plant in Brevik, Norway, which produces net-zero evoZero cement using carbon-capture technology and was fully sold out for 2025.
• The shipping industry is transitioning to zero-emission fuels, evidenced by the use of e-methanol in the Laura Maersk vessel and orders for ammonia-fuelled ships by companies such as Höegh Autoliners, MOL, Trafigura, and BHP.
• In the steel and trucking sectors, members are deploying near-zero materials and zero-emission vehicles, including SSAB's fossil-free steel for a dam gate in Sweden and Fortescue Metals Group's $2.8 billion commitment for 475 zero-emission mining machines with Liebherr.

APA

World Economic Forum (2026). First Movers Coalition Impact Brief. https://reports.weforum.org/docs/WEF_First_Movers_Coalition_Impact_Brief_2026.pdf

Chicago

World Economic Forum. First Movers Coalition Impact Brief. 2026. https://reports.weforum.org/docs/WEF_First_Movers_Coalition_Impact_Brief_2026.pdf.

Wikipedia

{{cite report |author=World Economic Forum |title=First Movers Coalition Impact Brief |date=January 2026 |url=https://reports.weforum.org/docs/WEF_First_Movers_Coalition_Impact_Brief_2026.pdf |access-date=23 October 2026 |via=Climate Insights Directory}}

BibTeX

@techreport{worldeconomicforum2026first, author = {{World Economic Forum}}, title = {{First Movers Coalition Impact Brief}}, institution = {World Economic Forum}, year = {2026}, month = jan, url = {https://reports.weforum.org/docs/WEF_First_Movers_Coalition_Impact_Brief_2026.pdf}, urldate = {2026-10-23}, note = {Indexed by Climate Insights Directory} }