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ESG Frameworks in Energy Evolving into Real-Time Decision Engines

By: Maria Trinidad Navarro, UK Managing Director Solaria Energia; President of Independent Advisors, FOCO Cofides

With two decades of experience in the energy sector, Maria Trinidad Navarro specializes in business development, financing, and project management. She has led international energy initiatives and advised European innovation bodies. She brings deep expertise in investment evaluation, public-private structuring, and coordination of global energy transition efforts.

In a thought-provoking interaction with Global Woman Leader Magazine, Maria shares her insights in the article below on decoding near-term investment signals, evolving board governance for energy transitions, and common strategic blind spots in transatlantic market entry amid shifting regulatory landscapes.

With global energy markets pivoting amid policy flux and tech acceleration, how do you decode near-term investment signals?

To decode near-term energy investment signals, it is a key to track policy and regulations and enable both public and private investment mechanisms. On policy & regulation, it needs to focus on clear, enforceable mandates especially where permitting and subsidies align to support clean tech deployment; on investments mechanisms, would need to make sure all pieces of the energy value chain are covered and bankable. The best opportunities lie where policy certainty, capital commitment, and local conditions converge.

How are executive boards recalibrating their governance lens to balance the immediacy of energy security with long-term bets like green hydrogen and next-gen solar ecosystems?

Boards today are moving from static oversight to dynamic, dual-track governance—balancing the immediacy of energy security with long-term transition bets like green hydrogen and next- gen solar. A diversified portfolio (in technologies and geographies) is a key to long term decision making.

The two key trends expected at executive board tables will be discussion and embedding scenario planning—stress-testing portfolios for both geopolitical shocks and carbon pricing and regulatory risks, plus securing a strong governance to secure the agility to manage both in real time.

Mentoring high growth cleantech ventures and the new generation talent will be also wise as we will see very soon a full takeover of CEOs at the largest international utilities and energy companies

Which structural blind spots do you often observe in boardroom strategies around market entry, especially in transatlantic regulatory environments?

One of the most common structural blind spots I see in boardroom strategies—especially around transatlantic market entry—is underestimating regulatory asymmetry. Boards often assume alignment between U.S. and EU climate policy because the goals sound similar, but the mechanics are fundamentally different.

Recent and now constantly changing tariffs announced by the US government inject uncertainties which international companies are navigating. In short, success in transatlantic entry requires governance that’s not just strategic, but deeply operational and region-specific—otherwise, ambition outpaces execution.

How should ESG investment frameworks evolve beyond compliance to become real-time decision engines, especially in greenfield projects where policy, tech, and citizen trust collide?

Nowadays, moving beyond compliance, especially when it comes to ESG frameworks, is a must and need to evolve from static reporting tools into real-time decision engines—especially in greenfield projects where policy, technology, and social license are tightly intertwined.

Three shifts are essential:

From Backward-Looking to Forward-Looking ESG: ESG must inform future risk and value creation, not just historical performance. That means integrating climate risk models, tech viability curves, and regulatory forecasts directly into investment committees.

Local Intelligence Layer: For greenfield projects, especially in emerging markets, citizen trust and community impact are often make-or-break. Boards need ESG systems that capture real-time social sentiment, permitting feedback, and local political shifts—not just aggregate scores.

Tracking mechanism: Periodics checks on ESG compliance and good practices.

In short, ESG should shift from being a reporting exercise to a core strategic filter—guiding where, how, and with whom we build the energy infrastructure of the future.

What’s your perspective on the energy trilemma affordability, reliability, and sustainability shifting into a board-level opportunity rather than a policy challenge?

I see the energy trilemma—affordability, reliability, and sustainability—not as a constraint, but increasingly as a strategic opportunity at the board level. What’s changed is the capital markets’ posture: investors now reward companies that can operationalize all three dimensions without treating them as trade-offs.

Here’s a wise way of approaching it:

Affordability is no longer just about low prices—it’s about cost predictability and resilience. Long-term PPAs, digital efficiency tools, and demand-side innovation help us offer value even in volatile markets.

Reliability has moved up the agenda, especially with geopolitical shocks and climate- driven disruptions. We’re investing in grid flexibility, storage, and AI for load balancing—not just for compliance, but to create premium, bankable infrastructure.

Sustainability is now a growth vector, not a reporting burden. Capital is flowing toward transition-aligned assets—green hydrogen, low-carbon fuels, next-gen renewables. Boards that see this as a market signal, not a policy checkbox, are unlocking real competitive advantage.

In today’s capital markets, the trilemma isn’t a puzzle to solve—it’s a platform to lead. The board’s role is to integrate these forces into a coherent investment narrative that attracts capital, builds trust, and scales impact.

In your opinion, which non-obvious leadership traits are emerging as critical for scaling green ventures amid economic volatility and political polarization?

We’re witnessing a significant evolution in the leadership qualities needed to scale green ventures today. Beyond technical expertise and financial savvy, leaders increasingly require a systems-thinking mindset. They must be adept at navigating the complex interplay between policy, capital markets, technology, and community dynamics—all at once. It’s less about deep specialization and more about connecting the dots across these interdependent, often volatile systems.

Equally important is what I call narrative intelligence. In an era marked by political polarization and economic uncertainty, the ability to build trust through compelling, authentic storytelling with regulators, investors, and local communities is just as critical as operational skill. Leaders must communicate their vision credibly and inspire confidence beyond just presenting a business case.

Finally, resilient optimism is essential. The path to scaling green ventures is rarely smooth—it’s filled with policy shifts, regulatory delays, and changing investor sentiment.

Successful leaders stay grounded yet forward-looking, managing volatility without losing momentum or their commitment to the mission.

The next generation of renewable energy executives won’t simply be builders; they will be bridge-makers who unite diverse stakeholders across political, cultural, and financial divides. That kind of leadership is what truly drives transformation in this sector.

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