As world leaders prepare to gather in Brazil for COP30, a new major study from Siemens reveals geopolitics is reshaping infrastructure strategy, with national energy security overtaking global climate cooperation as the primary driver of the energy transition. The Siemens Infrastructure Transition Monitor 2025 reveals senior leaders believe a resilient energy supply should be the top governmental priority among infrastructure transition goals – up from third place in 2023. Meanwhile, national energy independence and the proactive management of climate risks have seen the most significant growth in priority.
Rising global instability is intensifying market and supply chain volatility. To mitigate the use of energy as a geopolitical tool, governments are prioritizing security, independence, and preparedness alongside climate mitigation.
The report, based on a global survey of 1,400 senior executives and government representatives in 19 countries, highlights a shift: from a multilateral vision of clean energy to one increasingly centered on sovereign resilience and regional production. With mounting pressure on public and private energy systems amid overlapping climate, geopolitical, and market challenges, it finds that energy resilience is now seen as a critical enabler of the clean energy transition – not a trade-off against it.
“The infrastructure transition is entering a new phase whereby national goals of energy security are overtaking global collaboration on decarbonization. As systems face mounting climate and energy disruptions, resilience is no longer optional - AI, technology, and digitalization are now critical to this shift. They can empower organizations and governments to manage the complexities of renewable-based systems, ensure reliability, and accelerate the clean energy transition smarter and more sustainably,” said Matthias Rebellius, managing board member of Siemens AG and CEO of Smart Infrastructure.