Inside the clean industry pipeline with Faustine Delasalle, Mission Possible Partnership

In the last six months, 19 commercial-scale clean industrial projects reached final investment decision, worth USD $43 billion. That is more than double the pace of a year earlier, and 2026 is on track to be the strongest year yet for clean industry investment. Faustine Delasalle is the CEO of the Mission Possible Partnership, the organisation tracking the global pipeline of clean steel, cement, chemicals and fuels projects. MPP recently released the fifth edition of its Global Project Tracker. Joy McConnochie and Shaun Chau sit down with her to work through what the data shows and what it means for Australia. They cover why China now holds 45% of projects past FID and why that is hard to copy, why demand, not technology, is the barrier holding projects back, how Green Market Makers like H2Global bridge the green premium, the "5% tipping point" that turns slow growth into fast, and what Australia's 70-project pipeline needs to get moving. Cyan and MPP are building a Clean Deal Tracker for Australia together. For the projects, deals and policy shaping clean industry, subscribe to the Cyan newsletter: https://cyan-ventures.beehiiv.com/ Key Links:  Mission Possible Partnership: https://www.missionpossiblepartnership.org Clean Industry Rising, the Global Project Tracker 5th edition: https://missionpossiblepartnership.org/clean-industry-rising-interactive-report/ H2Global: https://www.h2-global.org Show notes: https://cyanventures.com.au/podcast/episode-2/Watch the video: https://youtu.be/saRUMnrMBFw