{"id":1411,"date":"2025-11-13T21:24:56","date_gmt":"2025-11-14T00:24:56","guid":{"rendered":"https:\/\/www.pulseq.com.br\/2025-o-ano-das-escolhas-entre-protecao-e-sustentabilid\/"},"modified":"2025-11-29T03:24:01","modified_gmt":"2025-11-29T06:24:01","slug":"2025-the-year-of-choices-between-protection-and-sustainability","status":"publish","type":"post","link":"https:\/\/www.pulseq.com.br\/en\/2025-the-year-of-choices-between-protection-and-sustainability\/","title":{"rendered":"2025: The year of choices between protection and sustainability."},"content":{"rendered":"
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Podcast about the subject<\/strong> Listen on Spotify<\/a><\/p>\n

Global economy at a crossroads: protectionism vs. green transition<\/h2>\n

As the world enters its second or third hottest year on record, the global economy finds itself at a critical crossroads. The trends emerging this week in November 2025 reveal a fundamental tension: on one hand, increasing protectionist pressures; on the other, an acceleration in the energy transition that could redefine geopolitics and markets in the coming years.<\/p>\n

This article presents future predictions<\/strong> Based on recent market signals, this should not be interpreted as a confirmed fact.<\/p>\n

Protectionism is knocking at the door.<\/h3>\n

Donald Trump's victory in the American elections brought promises of tariffs of up to 10% on European goods exported to the US. This move signals a structural shift in global trade relations that is expected to intensify throughout 2025 and beyond. IMF economists warn that we have entered a world dominated by supply-side disruptions\u2014from climate change to geopolitical conflicts.<\/p>\n

The consequence? Weaker supply chains and higher production costs. Companies that depend on American imports will face margin pressure. Europe, in particular, risks economic slowdown, with the Franco-German axis already showing signs of structural weakness.<\/p>\n

Sustainability is no longer a trend: it's becoming an imperative.<\/h3>\n

While the economy fragments, the environmental agenda gains irreversible momentum. The ongoing COP30 has consolidated global commitments, with Brazil and Canada leading proposals for standardizing carbon markets. China, in turn, is reinforcing its influence with investments in clean technology and defense\u2014signaling that the green transition is not only environmental, but also geopolitical.<\/p>\n

The trends for 2025 point to three pillars:<\/p>\n

1. Accelerated renewable energies:<\/strong> Solar, wind, and green hydrogen are no longer options but necessities. Developing countries are intensifying investments. Brazil, for example, is expanding solar energy projects in isolated communities, reducing energy inequality. This trend is expected to grow significantly, putting pressure on developed economies to follow suit.<\/p>\n

2. Sustainable finance on the rise:<\/strong> The global green bond market will reach new records in 2025, with Latin America being a standout. Investors are shifting capital to businesses aligned with ESG (Environmental, Social, and Governance) criteria. Companies that fail to adapt will be excluded from the investment flow.<\/p>\n

3. Technology at the service of the planet:<\/strong> Artificial intelligence and blockchain technology monitor emissions, optimize resources, and track supply chains. These tools are no longer competitive differentiators but operational requirements.<\/p>\n

The risk scenario: when protectionism meets climate change.<\/h3>\n

The biggest threat for 2025-2026 is the collision between these two forces. Protectionist tariffs could slow investments in clean energy. Geopolitical conflicts\u2014especially in the Middle East\u2014could raise energy prices, making the transition more expensive and slower. Simultaneously, extreme weather events (floods in Africa and Asia, fires in Europe and North America, tropical cyclones) will increase recovery and insurance costs.<\/p>\n

Attentive investors are already positioning themselves: global portfolios are reducing exposure to technology (-2.3 percentage points) and basic materials (-3.5 pp), while increasing their weight in financials (+4.7 pp) and communications. Greater China is gaining +7.6 pp in allocation, signaling a bet on Asian technological leadership.<\/p>\n

What changes for you?<\/h3>\n

If you're a consumer: prices of imported goods tend to rise; cleaner energy can mean lower bills in the long run. If you're an investor: geographic diversification is essential; investing in renewable energy and green finance offers purposeful returns. If you're a company: adapting to ESG criteria is no longer optional; supply chains need to be resilient.<\/p>\n

The decade that begins will not be one of easy choices. It will be one of choices. necessary<\/em>.<\/p>\n

Photo by Hunter Scott on Unsplash<\/small><\/p>","protected":false},"excerpt":{"rendered":"

Global Economy at a Crossroads: Protectionism vs. Green Transition As the world enters its second or third warmest year on record, the global economy finds itself at a critical crossroads. The trends emerging this week in November\u2026<\/p>","protected":false},"author":0,"featured_media":1412,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow74DeCw:productID":"","footnotes":""},"categories":[105],"tags":[61,384,385,383,382],"class_list":{"0":"post-1411","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-tendencias-futuros","8":"tag-economia-global","9":"tag-energias-renovaveis","10":"tag-financas-verdes","11":"tag-protecionismo","12":"tag-sustentabilidade-2025"},"_links":{"self":[{"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/posts\/1411","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/comments?post=1411"}],"version-history":[{"count":2,"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/posts\/1411\/revisions"}],"predecessor-version":[{"id":2949,"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/posts\/1411\/revisions\/2949"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/media\/1412"}],"wp:attachment":[{"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/media?parent=1411"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/categories?post=1411"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/tags?post=1411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}