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 […]

Find out more

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 […]

Find out more

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 […]

Find out more

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 […]

Find out more

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 […]

Find out more

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 […]

Find out more

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 […]

Find out more

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 […]

Find out more

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 […]

Find out more

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 […]

Find out more

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 […]

Find out more