2026先行者联盟影响力简报

I M P A C TR E P O R T Contents Foreword 1 FMC updates | From signal to action: aggregating clean demandin a new global reality 1.1 Four years of FMC at a glance4 1.2 Global cross-sector trends and FMC’s role5 2 Sector deep dives Carbon dioxide removal (CDR)10 Conclusion Contributors 16 Endnotes17 Disclaimer This document is published by theWorld Economic Forum as a contributionto a project, insight area or interaction.The findings, interpretations andconclusions expressed herein are a resultof a collaborative process facilitated and ©2026 World Economic Forum. All rightsreserved. No part of this publication maybe reproduced or transmitted in any formor by any means, including photocopying Foreword Noam BoussidanProgramme Head,First Movers Coalition, Established in 2021, the First Movers Coalition(FMC) has grown into the world’s most significant demand can create stability in uncertain contexts.By aligning corporate ambition with evolvingpolicy landscapes, supporting credible marketmechanisms and strengthening connections That is what we showcase through this impactbrief. Despite changes in the global context, wehighlight how members are turning ambition intoaction, and staying true to the original FMC promise– to accelerate the market for deeply decarbonizedtechnologies by 2030 in seven hard-to-abate The next five years will be decisive. Deliveringon FMC’s 2030 ambitions will require deepercollaboration across regions, sectors and public-private actors. It will demand continued innovationin procurement models, clearer standards, morerobust financing solutions and stronger policy industrial sectors. Together, FMC members havepledged more than $19 billion in demand for low-carbon products by 2030, representing a potential This brief shines a light on a maturing coalition.With a strong track record, expanding membershipand increasing engagement from governmentsand industry, FMC is well positioned to continue Progress has not come easily. Geopoliticalfragmentation, economic headwinds and uneven FMC updates | Fromsignal to action:1 in a new global reality 1.1Four years of FMC at a glance Four years after its launch at COP26 in Glasgow,the FMC has evolved from a bold experiment incollective climate leadership to one of the mostinfluential demand-side initiatives for industrialdecarbonization. When it began in 2021, FMC aluminium, carbon removal, and cement andconcrete the following year. All FMC membersare united in a simple yet transformative goal: FMC is the largest private-sector demand signalfor industrial decarbonization technologies Strong growth sincelaunch in 2021 with35 members Leveraging leadingedge decarbonizationtechnologiesfor greenproducts acrossFMC's 7 sectors Addressing keychallenges in a trulypublic-private way Geneva in June 2025 brought together more than100 members and partners to jointly explore howto continue meeting their collective commitments.At the same time, the coalition is still expanding itsregional presence. Spain is the latest governmentpartner to sign up, deepening collaboration in By the end of 2025, the coalition had almost tripledin size, today encompassing 101 members and14 government partners who have collectivelycommitted to more than $19 billion in green product demand by 2030 – equivalent to an estimated26 million tonnes of CO2emissions reductions.Through more than 130 offtake agreements Despite changes in the global context, momentumamong the coalition has remained strong.Engagement across working group meetingsreached record levels in 2025, with over 320 This expansion is guided by FMC’s updatedstrategy, which focuses on aggregating demand,enabling tangible decarbonization by uncoveringviable supply sources and deepening engagement – #3 Foster demand &supply exchange Track & spotlight progress Deepen policy ties – Align industrial demand with enablingpolicies– Expand government network – Highlight fast movers and success stories– Convert commitments into deals,investments and deployments – Expand support for supply-side players– Enhance First Suppliers Hub andcollaboration with financiers– Open new entry pathways under strict Boost cross-sectorcollaboration Amplify global impact Diversify regional strategy – Focus on high-potential regions:APAC, Europe and China– Target regional engagement and – Form high-level coalition of public- andprivate-sector champions– Guide strategy and elevate globalpresence – Promote collaboration on cleaninfrastructure, chain-of-custody andfinancing shaping early market frameworks that turn pledgesinto commercial reality. In a decade defined bytransition, the coalition’s collective purchasing As FMC reaches the halfway point towardsits 2030 targets, its impact has shifted fromcommitment to implementation.Members are no 1.2Global cross-sector trends and FMC’s role As the global decarbonization agenda enters thesecond half of this decisive decade, the landscapehas become increasingly comple