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Greetings from Davos.

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As you can see, the weather
has deteriorated a bit,

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but that does give me an excuse to carry

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my very chic BCG green
umbrella all around Davos.

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It's been a really interesting few days.

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Not surprisingly, much
of the discussion is

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on Ukraine and what's happening,

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the implications of the war,

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and the look ahead.

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I had a chance to be
at several discussions

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with Ukrainian Parliament leaders

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and was just interested to
see the level of support

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they're receiving from colleagues

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and from other political
leaders all around the world.

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As you would guess,

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most of my time has been focused

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on climate and sustainability,

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and in particular, particularly
just two wonderful meetings.

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One with the First Movers Coalition

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that the State Department
and the World Economic Forum

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have have put together, now expanding.

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We have 54 companies making commitments.

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We've added two new sectors to be able to

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make demand signals to
innovators and investors

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about our willingness to
take low carbon products

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in the future.

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The two new ones are
aluminum and carbon removal.

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BCG's one of the core founding members

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of the carbon removal sector.

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And then the Alliance
of CEO Climate Leaders.

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I first attended one of the
meetings about five years ago.

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There were literally only
10 companies in the room.

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This time we had 70 CEOs

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from leading companies
all around the world,

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all of whom made substantial
pledges around carbon removal

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aligned with SBTi or soon
to be aligned with SBTi.

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We had a deep conversation
about what it would take to go

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from those pledges into action.

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What we could do as individual companies,

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how we could learn with, from each other,

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how we could influence public policy.

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And I just, it was so energizing to see

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the number of CEOs in the room

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and the intent to go from
commitment to action.

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And frankly, the amount of
action already underway.

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Jesper Brodin of IKEA
told this wonderful story

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about recycling and circularity

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as it related to mattresses.

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It was something I had
never realized before.

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And there were just a number
of great stories throughout.

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In addition to those, too,
multiple conversations going on.

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I've got a couple I'm facilitating today

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over at the Ice Village,

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also on accelerating
the progress to net zero

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and what actions we can take.

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And of course, a range of
individual discussions with CEOs.

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There is genuine energy about
how we push this forward,

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and it's really important and frankly,

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energizing to be a part
of that conversation.

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So that's what's going
on from my end here.

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Hopefully the rain will let up

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a little bit later in the day.

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And so we have another very
active 30 hours ahead of us.

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Thanks everyone.