Carbon Tracker’s research available in translation

Blog post
27 June 2016

Carbon Tracker’s reports and blogs are available in seven different languages: Arabic –  http://www.carbontracker.org/ar/ French – http://www.carbontracker.org/francais/ German –  http://www.carbontracker.org/deutsch/ Japanese –  http://www.carbontracker.org/jp/ Mandarin Chinese – http://www.carbontracker.org/cn/ Portuguese – http://www.carbontracker.org/portugues/ Spanish – http://www.carbontracker.org/espanol/  

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Carbon Tracker offering comment on oil majors’ climate resolutions, AGMs

Blog post
20 May 2016

U.S. and European oil and gas companies are under increasing pressure from shareholders to stress test their businesses against a global climate target to limit warming to below 2-degrees in order to halt irreversible and catastrophic climate change. Institutions managing some $8 trillion in assets are supporting climate-risk disclosure resolutions to be put before ExxonMobil’s […]

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Analysts not activists – Carbon Tracker responds to Forbes

Blog post
6 April 2016

A series of recent Forbes articles intend to cast doubt on the relevance of stranded asset risks to investors. Mark Fulton, research advisor to Carbon Tracker, responds.  In a recent Forbes article by Michael Lynch, the following statement was made: “So, the claim that fossil fuel resources must be left in the ground to avoid […]

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Solar energy in Saudi Arabia: opportunity became inevitable

Blog post
5 April 2016

In 2016, the Kingdom of Saudi Arabia has a major opportunity to develop a new industry, an opportunity that became something of an imperative in 2015. Let me examine first the opportunity, then the imperative. The opportunity involves solar energy, which is fast heading towards becoming the cheapest unsubsidised form of energy on the planet. […]

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Is Oil Becoming Stranded?

Blog post
7 March 2016

By Paul Spedding, Former Global Co-Head of Oil And Gas Research at HSBC and Advisor to Carbon Tracker. First appeared on Project Syndicate in February 2016. The conventional wisdom regarding the recent plunge in the price of oil is that we are seeing a repeat of the 1985-1986 collapse, when Saudi Arabia ramped up production as part […]

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The Defender is dead – Long live the ‘electric’ Defender!

Blog post
5 February 2016

Just because one of Britain’s best loved vehicles rolled off the production line for the last time last week doesn’t necessarily mean it should be confined to the history books. Jaguar Land Rover called time on the popular 4×4 Defender after almost 70 years, largely because tough European emissions limits and outdated safety features rendered it near […]

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Keystone XL was a monumental turning point…and now Obama is taking on coal

Blog post
19 January 2016

Shelagh Whitley and Mark Fulton President Obama’s rejection of the Keystone XL pipeline last November signalled a landmark shift in the US approach to its future energy needs. He was hailed as the first world leader to refuse a project due to its effect on the climate. Environmentalists and the general public alike – quite rightly […]

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Stranded Assets a Response: Myth or Reality?

Blog post
18 January 2016

Stranded Assets a Response: Myth or Reality? Late last year respected British economist Dieter Helm dismissed the concept of “stranded assets” as a hollow theory – Now Carbon Tracker’s Paul Spedding explains why the risk of ‘stranding’ may indeed be right on the money Dieter Helm’s paper Stranded Assets – a deceptively simple and flawed idea (Energy […]

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Is Shell really turning its back on fossil fuels?

Blog post
9 October 2015

Is Royal Dutch Shell, one of the world’s biggest oil and gas companies, really turning its back on fossil fuels? Not only has it announced that it will pull out of exploration in the Arctic – having spent around $7 billion – but it has also helped to fund a new Energy Transitions Commission (ETC), […]

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Are the ‘red flags’ out for renewables?

Blog post
10 September 2015

“First they ignore you, then they laugh at you, then they fight you, then you win.” Mahatma Gandhi   I recently attended a climate change roundtable at the residence of the US Ambassador to the UK, Matthew Barzun. There was on the one hand much celebration about recent advances in clean technologies such as solar […]

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Rural poor aren’t going to wait for centralised clean coal

Blog post
9 September 2015

First appeared in BusinessGreen Global coal is on the ropes. Prices of thermal coal have collapsed as demand evaporates; stocks have crashed and companies are going to the wall. The industrialised world is seeing falling demand, leading to a desperate search for new markets for exported coal. On top of that, China, historically the fall-back for […]

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Fossil fuels are dead – the rest is just detail

Blog post
29 July 2015

This guest post by Paul Gilding, an independent writer, corporate advisor and advocate for action on climate change and sustainability, was first published by Renew Economy in July. It’s time to make the call: fossil fuels are finished. The rest is detail. Unless we recognise the central proposition: that the fossil fuel age is coming […]

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What will success for Paris, COP 21 look like?

Blog post
15 June 2015

First appeared in BusinessGreen Will the United Nations Climate Change Conference (COP 21) in Paris later this year be a resounding success? Can we dare to hope that it will meet our expectations? Entertaining any such aspiration is hard for those of us who attended Copenhagen at the end of 2009 with such (in hindsight) unrealistically […]

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Will we even be using oil when Petrobras’ bonds mature in 2115?

Blog post
9 June 2015

  Petrobras’ recent launch of a notional $2.5 billion worth of 100-year bonds has been viewed as evidence that investors, particularly those with long-term commitments such as pension funds and insurers, are desperate for yield. And so desperate, apparently, that they are willing to overlook Petrobras’ “Car Wash” scandal which has exposed material weaknesses in […]

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Are regulators prepared if the market misreads climate risk?

Blog post
21 May 2015

Rising greenhouse gas emissions are often talked about as a one-time, irreversible natural experiment with the climate system. Less discussed is the parallel experiment we are running with our financial system by pumping cash into capital-intensive high-carbon resources. That trend is raising questions of market resilience in the face of an energy transition away from […]

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When does the “carbon bubble” become a systemic risk?

Blog post
20 May 2015

First appeared in BusinessGreen Through our pioneering “Carbon Bubble” work we used a simple idea and easy numbers to show that we can only burn a third of the world’s fossil fuel reserves and resources to have any chance of limiting global warming to 2 degrees. Our seminal carbon budget and bubble theory, that Rolling Stone […]

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Facing up to the ‘fossil fuel risk premium’

Blog post
19 May 2015

First appeared in BusinessGreen As the world’s top financiers gather in Paris ahead of International Climate Finance Day on Friday a core theme will be how to redirect private capital away from “brown” investments in fossil fuels – what we see as the proverbial elephant in the room. To prepare the ground for the bold transition […]

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Unlocking funding for a vital low-carbon future

Blog post
15 May 2015

First appeared in BusinessGreen Ahead of the Paris climate talks the burning question for policy makers and investors is how to redirect the trillions of dollars needed to pave the way towards a low-carbon future, if we are to stand any chance of limiting warming to 2 degrees. Next Friday, on International Climate Finance Day, 500 […]

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Lessons from market turmoil: Raise the “risk premium” for fossil fuels

Blog post
27 March 2015

The steep fall in the price of oil since the middle of last year has brought volatility back to the market with a vengeance, after three years of generally range-bound trading where the Brent price hovered around the $110/bbl level. Following this period of relative price stability, investors and oil companies alike have been sharply […]

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How the oil price collapse can deliver the boost the green economy needs

Blog post
19 January 2015

Carbon Tracker Initiative’s Anthony Hobley argues that far from being a disaster for clean tech, low oil prices could aid decarbonisation efforts   The collapsing oil price to a new low of $45 a barrel, its lowest for six years, presents major opportunities for the green economy and the climate movement as a whole, but […]

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What does the US-China climate change agreement mean in practice? Analytical Insights

Blog post
13 November 2014

Carbon Tracker comment on US-China climate change agreement “For Carbon Tracker, today’s announcement of the “joint approach” being adopted by the US and China is an important step in building political momentum towards greater efforts mitigating climate change. While our research predicts a peak in China’s coal demand in 2016 – and therefore a much […]

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Gone fishing: Divestment and Engagement

Blog post
5 November 2014

Carbon Tracker’s ultimate vision is a climate-secure energy and financial system. This does not mean fossil fuels being switched off overnight, but does involve contraction within the 2ºC carbon budget. Carbon Tracker’s research aims to switch off fossil fuel capital by aligning capital with a carbon budget that avoids dangerous levels of global warming as […]

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