先行者联盟影响简报

I M P A C TR E P O R TJ A N U A R Y2 0 2 6 Images:Unsplash + Contents Foreword3 1 FMC updates | From signal to action: aggregating clean demandin a new global reality4 1.1 Four years of FMC at a glance1.2 Global cross-sector trends and FMC’s role45 2 Sector deep dives8 Conclusion15 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 andendorsed by the World Economic Forumbut whose results do not necessarilyrepresent the views of the World EconomicForum, nor the entirety of its Members,Partners or other stakeholders. ©2026 World Economic Forum. All rightsreserved. No part of this publication maybe reproduced or transmitted in any formor by any means, including photocopyingand recording, or by any informationstorage and retrieval system. Foreword Noam BoussidanProgramme Head,First Movers Coalition,World Economic Forum demand can create stability in uncertain contexts.By aligning corporate ambition with evolvingpolicy landscapes, supporting credible marketmechanisms and strengthening connectionsbetween buyers and suppliers, the coalition ishelping unlock the investment and infrastructureneeded for near-zero industrial pathways. Established in 2021, the First Movers Coalition(FMC) has grown into the world’s most significantprivate demand signal for deep industrialdecarbonization. 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-abateindustrial sectors. Together, FMC members havepledged more than $19 billion in demand for low-carbon products by 2030, representing a potential26 million tonnes of CO2emissions reductions.Underpinning that there are more than 130 offtakeagreements and investments demonstratinggrowing confidence in early markets which arecollectively helping shift momentum from intentto implementation. 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 policysupport. Most importantly, it will require sustainedleadership from companies and governments willingto move first. 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 continueshaping the early markets that will define the net-zero economy. Progress has not come easily. Geopoliticalfragmentation, economic headwinds and uneventechnological readiness continue to challengethe transition. Yet FMC has shown that collective FMC updates | Fromsignal to action:aggregating clean demand 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, FMCbrought together 35 founding members acrossaviation, steel, shipping and trucking, adding aluminium, carbon removal, and cement andconcrete the following year. All FMC membersare united in a simple yet transformative goal:aggregating corporate purchasing power toaccelerate the commercialization of emergingclean technologies. FMC is the largest private-sector demand signalfor industrial decarbonization technologies FMC membersin 2025 Governmentpartners GHG reductionin 2030 Offtakeagreements &investments Demandin 2030 Leveraging leadingedge decarbonizationtechnologies Addressing keychallenges in a trulypublic-private way for greenproducts acrossFMC's 7 sectors Strong growth sincelaunch in 2021 with35 members for innovative, cleansolutions signedby FMC members 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 inEurope and further broadening FMC’s policy reach.FMC also engaged with existing and prospectivemembers across Asia-Pacific, including byconvening workshops on green iron and near-zeromaterials in Australia and meeting for the first timein China. 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 productdemand by 2030 – equivalent to an estimated26 million tonnes of CO2emissions reductions.Through more than 130 offtake a