For most of the past decade, ESG analysis was treated as a slow‑burn, almost inevitable evolution of capital markets. ESG finds itself increasingly caught in the crossfire of global politics and trade tensions; 2025 has been a year of reckoning for sustainability-minded investors and businesses.

New data from think-tank The Conference Board shows that 80% of corporations are recalibrating their ESG strategies, not because the fundamentals have changed but because the political and regulatory headwinds have grown stronger. In particular, tariffs — once purely economic instruments — are now reshaping how and where sustainability efforts can take root...

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