Sustainability Watch: Energy efficiency for net-zero delivery

Research evidence excerpt

Sustainability Watch: Energy efficiency for net-zero delivery

Sustainability ● Global

19 June 2026

What has caught our eye?

Our latest Climate Solutions Playbook analyses the Climate Investment theme using our

Climate investment themes

proprietary HSBC Climate Solutions Database highlighting clean-tech economics, rising

capital flows, and a strong outlook driving structural growth. This includes thematic screens that

focus on long-term structural trends emerging from gradual shift towards net-zero delivery and

climate resilience: Net-Zero Power Enablers, Clean Mobility, Efficiency Drivers, Climate

Financing & Climate Change Resilience. Here we dive deeper into the role of efficiency in the

net-zero transition as buildings and industry remain the largest contributor to electricity demand

growth (Climate Solutions Playbook 2026: Stay ahead of the transition curve, 11 June 2026).

Our Green Bond Insights discuss themes from the road, including how transition finance is

Energy security & efficiency

much discussed but difficult to achieve. Energy security has emerged as a driver of sustainable

finance, brought to the forefront by the Middle East conflict with energy efficiency identified as a

theme by market participants (Green Bond Insights: Themes from the road, themes from the

data, 17 June 2026).

In the news, the FT highlights the tougher rules on energy efficiency in England and Wales if

Buildings & industry

landlords fall short of required standards1, and how AI is making efficiency adjustments inefficiency

industry, albeit at a potential energy consumption risk2.

Cross-asset exposure

HSBC coverage: Companies exposed to the theme

Company name Region HSBC covering analyst

Trane Technologies Plc Ireland Wesley Brooks, CFA

Johnson Controls United States Wesley Brooks, CFA