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The report finds that the EU is planning a 35% increase in gas import capacity through pipelines and LNG terminals, costing an estimated €87 billion. This expansion is argued to be unnecessary for security of supply and contradictory to the EU's climate goals, creating a significant risk of stranded assets and emissions lock-in. While public financing from the EIB and EU grants has historically catalyzed these projects, the report notes a shift toward phasing out such support, though private finance and initiatives like the Three Seas Initiative continue to pose risks of further fossil gas entrenchment.

The report argues that Rio Tinto lacks adequate governance to manage financial and reputational risks from its industry association memberships, which often lobby against climate policies. It criticises the company's failure to provide transparent disclosures on climate-related financial risks and its lack of executive incentives linked to a low-carbon transition. The authors recommend shareholders support resolution 19 to allow advisory resolutions in Australia and resolution 20 to increase transparency regarding climate lobbying.

The analysis finds that despite high-level green objectives, the vast majority of Chinese BRI investments in energy and transportation from 2014 to 2017 were tied to fossil fuels and traditional infrastructure. While private Chinese enterprises showed a higher preference for renewables, state-owned enterprises and major banks remained focused on carbon-intensive sectors. The report argues that aligning BRI special funds with NDCs could catalyze significant low-carbon development, provided that BRI countries improve the quantitative granularity of their NDCs to better signal investment needs to market actors.