Building on the Global Investment Outlook, the discussion will explore how fragmentation, industrial policies and strategic competition are reshaping global investment patterns, and under which conditions international investment can continue to support resilience, sustainable development and shared prosperity.

Building on new OECD analysis, this session will examine how governments are adapting investment policies and security instruments in response to rising economic and national security concerns. The discussion will explore emerging policy trends, good practices and how governments can maintain transparency, predictability and openness while addressing legitimate security risks in a more fragmented global environment.

This spotlight session, organised jointly with BusinessatOECD, will focus on the evolving energy ecosystem, including electricity generation, batteries, clean energy technologies, electrification and related strategic value chains. Participants will discuss how different future scenarios could reshape investment patterns, supply chain vulnerabilities, industrial competitiveness and energy security, and what governments, IPAs and private investors can do today to strengthen resilience, accelerate sustainable investment and secure critical inputs and infrastructure.

This spotlight session, organised jointly with BusinessatOECD will focus on digital infrastructure, semiconductors, AI and digital applications, and the broader transformation of digital value chains. Discussions will explore how different future scenarios may affect investment in strategic digital sectors, including access to technologies, data, connectivity, skills and critical infrastructure. Participants will assess key vulnerabilities and opportunities, and discuss which policy approaches and partnerships can help sustain innovation, competitiveness and trusted cross-border investment.

At the conclusion of the spotlight sessions, moderators from each session will report back to the plenary, highlighting key insights, common challenges, emerging policy priorities and practical recommendations for policymakers, IPAs and the private sector. These reflections will feed into the concluding discussion of the Roundtable.

This concluding session will allow representatives from international organisations to take stock of the discussions and derive key implications for their work programmes, possible cooperation and alignment with other organisations.