Under the patronage of His Highness Sheikh Mohamed bin Zayed Al Nahyan, President of the UAE

تحت رعاية صاحب السمو الشيخ محمد بن زايد آل نهيان، رئيس دولة الإمارات العربية المتحدة

Supported by

Asad Rahman

Portfolio Manager & Head of Engagement, Global Equities

Galvanize

Asad
Asad

Asad Rahman has been investing in financial markets for the past 18 years. He has invested across sectors and geographies, with a particular focus on the consumer, industrial, infrastructure, transportation and telecom/media sectors. Over the course of his career, he has worked closely with management teams and boards at a variety of companies in the US, EU and Asia as an engaged, constructive shareholder. Shareholder engagement will be an important dimension of the climate-driven transition. He was previously a Managing Director at TOMS Capital, a co-founder and Managing Partner at Akaris Global Partners, and a Partner at Mason Capital. He started his career as an Associate at the Boston Consulting Group. Asad graduated summa cum laude from Duke University with a degree in Economics, Politics and Development.

Session Overview
Wednesday, 5 November
12:00
Decarbonisation Conference Room B 12:00 - 12:45
Collaboration or control? Navigating the global race for decarbonisation resources

Clean tech supply chains are becoming a critical fault line in the energy transition, as regions look to secure access to the materials and technologies needed for low-carbon growth. Concentrated production of solar modules, battery inputs, and rare earth elements has triggered a wave of industrial strategies aimed at reshoring, friendshoring, and building regional self-sufficiency. While these efforts promise resilience and energy security, they also risk fuelling protectionist trade policies and fragmenting global cooperation. This roundtable will share cross-sector insights on how the industry is adapting to evolving supply dynamics and navigating the balance between national priorities and international collaboration.

Attendee Insights:

Gain insight into how protectionism, strategic competition, and regional resilience are reshaping global supply chains for decarbonisation and what this means for achieving secure, scalable, and cost-effective progress toward net zero.

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