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The report examines four high-emitting sectors—steel, cement, agriculture, and oil and gas—concluding that none have seriously initiated the disruptive changes required to align with the Paris Agreement. It emphasizes that while long-term transitions will take decades due to investment cycles and systemic complexity, immediate action is required to avoid locking in polluting assets. The authors argue that investors can drive impact through active engagement with value chains and by pressuring companies to commit to fundamental business model shifts rather than simple portfolio reallocation.