We carry out scenario analysis and research to examine and understand how potential changes to supply and demand will impact the future of fossil fuel-exposed companies and projects. This analysis helps the investment community better understand the financial implications of tackling climate change
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We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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The UK Government’s CCUS risks locking consumers into a high-cost, fossil-based future, despite cleaner and cheaper...
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Crude Intentions II As the energy transition continues to accelerate, demand for each of the fossil fuels is likely to peak...
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Oil and gas incumbents are doubling down on investment and their financial backers are exiting governance bodies: this raises the...
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The continued absence of climate and transition risks in financial reporting Climate and energy transition risks, and company...
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In March of 2022, the ECMC announced Colorado’s new financial assurance rules with much fanfare, referring to the Rules as the...
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Snam Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the European gas network...
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Italgas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the European gas...
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Enagas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the European gas network...
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Carbon Tracker Initiative (Carbon Tracker) provided comments on the Tentative Agenda Decision: Climate-related Commitments (IAS...
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2024 is the Chinese year of the Dragon, the only mythical beast in the Chinese zodiac: and a year typically associated with fresh...
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Carbon Tracker Initiative is one of four data providers to the Climate Action 100+ Net Zero Company Benchmark. The Benchmark...
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Climate Accounting and Auditing assesses the financial statements and related audit reports of all 170 focus companies across...
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As a research provider, we conduct financial analysis and have developed a set of alignment assessments to help investors...
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For utilities, we must look both forward and backward. Firms must avoid building new coal and gas generation assets and...
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It is increasingly clear that the energy transition is well underway, with renewables substituting for oil and...
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As each year goes by, and the climate crisis becomes more urgent, the choices made by policymakers, businesses and other...
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The UK will phase-out new ICE vehicle sales by 2035, but an incoherent battery strategy puts the relevance of the UK automotive...
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Navigating Peak Demand: the oil and gas industry enters its post-imperial age Most things may never happen: this one...
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The key message of this paper is that oil and gas decommissioning obligations amplify the potential harm from—and could be the...
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It’s the end of Week 1 of the COP. This is often the point when the negotiations seem stuck in a morass of complexities and...
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Tohoku Electric Power is one of the largest power generation and transmission companies in Japan. It has 17 GW of own generation...
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Oil and gas reserve classification systems today are focused on the value oil and gas has when burnt. Devised in the first part...
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If you are reading this, you know that at a time when the world is burning, and Net Zero seems like a distant dream, oil and gas...
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In this note, Neil Quach, Senior Corporate Research Analyst – North American Oil & Gas, drills down into the financial and...
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Transition risks for petrostates are higher than ever This report, an update of our 2021 Beyond Petrostates report, finds that...
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Today we are launching an update to our Country Profiles for the global coal power sector. This is a platform designed to assist...
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Unlocking the economic potential from vehicle electrification The global deployment of Battery Electric Vehicles (BEVs) is...
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Prime Minister Rishi Sunak has promised to “max out” North Sea reserves – but the plan fails on economic, energy security,...
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Strategies for oil and gas companies to respond to the substitution challenge of the energy transition There can be no...
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Recently, Climate Action 100+ launched its updated Net Zero Company Benchmark and related Alignment Assessments for the 170+...
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“It's now cheaper to save the world than destroy it.” Akshat Rathi, Climate Capitalism “It ought to be remembered...
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How UK net zero policy is veering off course – for investors and the wider world. At the last count, the UK’s contribution...
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In today's world, there's an expectation that all organisations, regardless of their size, sector, or capacity, should actively...
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Albert Einstein once observed: “We cannot solve our problems with the same level of thinking that created them” – and so it...
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Iberdrola is Europe’s largest and the world’s second largest utility by market cap. It has more than 50GW of generation...
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Supreme Court Justice Louis Brandeis once called U.S. states laboratories of democracy. His point was that states can be a place...
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Climate Action 100+ Net Zero Company Benchmark: Climate Accounting and Audit Assessment This document sets out the framework and...
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Oil and Gas company narratives about the future of fossil fuels remain positive, their bank accounts are full. But their...
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Степенным шагом к углеродной нейтральности В этом докладе основное...
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Steppes to Net Zero This report focuses on Kazakhstan’s energy transition pathway and provides a perspective that strikes a...
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Carbon Tracker has long warned of the risk of investing in future stranded assets; i.e., assets that fail to generate the returns...
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To paraphrase the Charles Dickens classic, A Tale of Two Cities: in 2023 in terms of energy, we are in the best of times, and in...
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Carbon Tracker is pleased to launch the 4th edition of our Absolute Impact series, in which we assess and rank the climate goals...
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Recently, the US Supreme Court has not shied away from issuing precedent-setting decisions. Next year, that trend may continue...
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Find a round up of Carbon Tracker's research and outreach activity in 2022. In 2022 we saw global shocks catalysed by Russia’s...
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Our July research has been focussed on a major new report – Loading the DICE Against Pensions, written for Carbon Tracker by...
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The GB power system is increasingly at risk of becoming stuck in transition on its necessary path to carbon neutrality. Over...
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Pension funds are risking the retirement savings of millions of people by relying on economic research that ignores critical...
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Carbon Tracker and Planet Tracker welcome the opportunity to respond to the European Commission’s (“the Commission”)...
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William Gibson is often quoted with the line “The future is already here — it's just not very evenly distributed.” It...
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Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end users and retail...
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Investments in the electricity grid are not keeping up with the rapid growth of wind resulting in record losses of green...
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Duke Energy (N/R) – Sale process drawn out raises eyebrows on potential equity. In our Transition Files vol 2 piece, we...
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Poorly performing Auto Loan ABS has the potential to put the brakes on bond holder returns and automaker cashflow In developed...
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In Marginal Call, we assessed options for the redesign of Great Britain’s wholesale power market. We highlighted that the...
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California’s oil and gas producing resources have been in overall decline for nearly four decades, but the industry turned a...
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It’s been remarked on already, but let’s repeat it: this autumn could define how the international community responds to...
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Companies around the world are setting net zero by 2050 targets. Despite that, our analysis shows that of 134 carbon-intensive...
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Given the very large size of Shell’s hydrocarbon assets on the balance sheet, to convert Shell into a business able to cope...
Read MoreMany leading asset managers’ investment practices deviate from climate positioning. As awareness of the climate crisis...
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Net Zero has become an energy transition delay tactic, driven by incumbents, but it is unlikely to work - as we detail in this...
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The midstream sector is a crucial link in the oil and gas supply chain; like the industry at large it faces a series of risks as...
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The recent Environmental Audit Committee’s (EAC) Finance and Net Zero Inquiry, gives us an opportunity to look how...
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Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the fixed income space as well as a competitive...
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Transition Plan Analysis In this note Will Grainger, our Senior North American Power and Utilities Analyst, outlines the key...
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In this edition of our Transition Files Journal, we celebrate our coverage of US Power and Utilities corporates with a rigorous...
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As the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding proposals, and goes through hearings on...
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With UK and European leaders continuing to ponder the long-term future of power market design, common themes continue to arise...
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As automotive companies start to release their annual reports for FY2022 we take look at how they considered climate in...
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In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon emissions before 2030 and...
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Major oil and gas companies still have choices about how to minimise the risk of having stranded assets, for now. Early in...
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With oil and gas firms announcing executive pay packages, some have come under fire for the bumper payouts awarded to their top...
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Transition Plan Analysis (TPA) Level 2 Despite differing views on climate change, it cannot escape anyone’s attention that...
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Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of information in its approach...
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In early 2022, Colorado overhauled its financial assurance rules for oil and gas companies in a rulemaking mandated by SB...
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In response to state regulations, Colorado oil and gas well operators have submitted their financial assurance plans. On this...
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Transition Plan Analysis (TPA) Level 1 Despite differing views on climate change, it cannot escape anyone’s attention that...
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There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the United States, and with...
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Auditors play a vital role in contributing to the efficiency of financial markets. Their audits provide an independent check...
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At more than 300 pages, there is much to absorb in Chris Skidmore MP’s Net-Zero Review for the British government – and to...
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Last month, President Biden marked his second year in office. As a candidate, he often discussed the need to take on climate...
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Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has come for a shift in...
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Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This is because the future...
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This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a carbon-based economy risks...
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Response to the Financial Conduct Authority’s Consultation Paper “Sustainability Disclosure Requirements (SDR) and investment...
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Decarbonising CCGT, grids & Scope 3 Emissions Engie needs to consider retiring merchant CCGT capacity. Its plans to...
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Transition Plan Analysis: For Naturgy to be fully aligned with the goals of the Paris Agreement, five things need to...
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Transition Plan Analysis: Engie’s plans to reduce carbon intensity for scope 1 and 3 emissions from generation are not...
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For Centrica to be aligned with the goals of the Paris Agreement, four things need to happen: The company needs to...
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Viewed as an established authority on the latest energy trends, the annual World Energy Outlook (WEO) informs both investment and...
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With approximately 2.1 million abandoned wells across the U.S., there is growing concern about unfunded asset retirement...
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Blog Series: The UK’s adoption of BEVs – in 2016 UK BEV car sales (all electric) were a mere one in a 100, and derided. By...
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Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin the information in...
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1.5°C-alignment requires production declines, but most oil & gas companies are planning to expand Oil and gas companies...
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Carbon Tracker Research in an Energy Transition Context: October through November 2022 COP27 Special Report: African...
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J-Power has a commitment to achieve net zero emissions by 2050 but we do not think the plan is currently Paris-aligned We...
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The consensus about COP27 was one of disappointment. The sense of anti-climax has thrown into even sharper focus the huge...
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Commentators like to say that midterm elections are a referendum on the party in power. So, what do these results mean for...
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The energy transition threatens companies involved in the downstream refining sector whose revenue is dependent on the continued...
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Despite heavy restrictions and security at the Egypt conference, a record number of Civil Society organisations and activists...
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The war in Ukraine is a further example of the inherent fragility of the world fossil fuel system. It is accelerating the energy...
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This report is an assessment of automotive company alignment to the Paris Agreement and their position relative to the automotive...
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On Monday 24th October, Mark Carney (the UN Special Envoy for Climate Action and Finance at United Nations and Co-Chair of the...
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The energy transition is fundamentally shifting the way oil and gas companies operate; as demand falls for fossil fuels,...
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Compared with the somewhat more benign backdrop to COP26 and Glasgow 12 months ago, the political conditions underpinning COP27...
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Starting in a fortnight will be one of the most crucial climate conferences of the year, COP27. Hosted this year in Egypt, the...
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Amidst an energy crisis and a power supply crunch, the Japanese power sector is today experiencing unprecedented stress owing to...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash Flows, and one on...
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For many decades fossil hydrogen has been an integral part of our energy society. From being an essential component for powering...
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RWE is bringing forward the closure of 3.1GW of lignite capacity at Niederaussem K, Neurath F & G from end 2038 to December...
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In 2021, Carbon Tracker published its first report about the degree to which companies had disclosed taking climate risks into...
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Introducing a global registry of fossil fuels to drive corporate and government accountability. The Global Registry of Fossil...
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PGE PGE’s planned transition to net zero is not aligned with the goals of the Paris Agreement. PGE could retire 5.7GW...
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Uniper SE Uniper’s transition to net zero is not aligned with the goals of the Paris Agreement. Datteln4 is a major...
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RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. Germany has yet to...
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CEZ a.s CEZ’s transition to net zero by 2040 is not fully aligned with the goals of the Paris Agreement. CEZ is...
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We are writing this report because retiring coal is the fastest route to decarbonisation and alignment with the goals of the...
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Colorado’s new financial assurance rules will help mitigate orphan well risk, but the benefits are blunted by substantial...
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This year has seen the fundamental dynamics of global energy markets turned completely on their head. A potent cocktail of...
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The UK’s energy security strategy is back at the forefront of political debate. As the government looks to show leadership...
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Summer 2022 has been a rollercoaster for climate advocates in America. On June 30, the US Supreme Court ruled, in West...
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The International Sustainability Standards Board’s Exposure Drafts “IFRS S1 General Requirements for Disclosure of...
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When oil companies defer saving for asset retirement obligations (AROs), the liabilities accumulate. Meanwhile production, and...
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But it might just save the world North American oil and gas companies are going big on carbon capture, utilisation, and...
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CLP Holdings Limited (CLP) has a commitment to achieve net zero emissions by 2050. However, we do not think CLP’s net zero plan...
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Tenaga Nasional Berhad (TNB) aims to achieve net zero emissions by 2050 underpinned by a commitment to reduce 35% of its...
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Adani Power Limited (APL) has no commitment to achieve net zero emissions and no meaningful plans to manage the energy transition...
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In June, Saudi Aramco published its first ever Sustainability Report, containing details of its "net zero by 2050” target and...
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On June 30, the U.S. Supreme Court ruled that the EPA does not have authority, under the Clean Air Act, to set up an emissions...
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Over $1 trillion of oil & gas assets risk becoming stranded as a result of policy action on climate and the rise in...
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Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a manifestation of non...
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The Gulf of Mexico has long been a major oil and gas producing region for the U.S., but field depletion in shallower regions near...
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*This blog is written by Dwayne Purvis for Carbon Tracker* The dynamics of unfunded plugging liabilities have changed so...
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Oil and gas companies are still failing to commit to the absolute emissions reductions necessary to link their businesses to the...
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Shell recently published its first Energy Transition Progress Report. The document has been produced ahead of the AGM on 24...
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The risks associated with gas infrastructure investment have never been higher This report continues our series exploring the...
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None of the CA100+ focus companies within upstream oil & gas production or coal & gas-powered electricity generation have...
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Russia’s unprovoked invasion of Ukraine has created terrible consequences for those living inside Ukraine, but at the same time...
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As temperatures accelerate towards 1.5˚C, near-term actions that limit global warming would reduce losses and damages related to...
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Today the Supreme Court hears oral arguments in the case of West Virginia v. EPA. The case centers on the EPA’s ability to...
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With respect to asset retirement obligations in the oil patch, every regulator has to answer three questions: How do you...
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On a recent episode of Joe Rogan’s controversial and highly influential podcast, Canadian psychology professor and best-selling...
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Poland is approaching a key point in determining the future direction of its power system and the technologies that it wishes to...
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Late last month ExxonMobil launched its Advancing Climate Solutions – 2022 Progress Report,[1] which describes how it is...
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Market-based pricing for gas saved EU consumers billions – until this winter's energy crunch came along. Europe’s exposure to...
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Firms can avoid wasting $500bn with managed approach to transition in Inevitable Policy Response scenario even if oil demand...
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Carbon Tracker recently announced that it was creating a Global Registry of Fossil Fuels, the “Registry,” which will be a...
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As a candidate President Biden spoke of the need to act on climate change and said, “it requires action, not denial…...
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To keep 1.5°C alive, immediate action on methane emissions is required from the oil and gas industry, with significant impact...
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2021 Wrapped Up Here is an infographic of the key events that took place at Carbon Tracker and in the climate space in...
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We welcome the recent announcement that South Africa has struck a deal to access concessional financing of $8.5bn over the next...
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Recently I wrote about how the Biden Administration’s efforts to fight climate change could be sailing into rough waters after...
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Third Point, the US activist hedge fund, has recently proposed a significant change to the corporate structure of Shell,...
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In January, the Colorado Oil and Gas Conservation Commission (COGCC) will vote on the new financial assurance rules for Colorado,...
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Right now, global energy commodity prices remain close to long-term highs despite recent declines. But short-term strength in...
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After months of legislative negotiations, the $1.2 trillion Infrastructure bill made it through Congress and was signed by...
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When a well is drilled, a legal obligation to plug the well and reclaim the surface is created This is a critical aspect of...
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The Chinese government has been sending mixed messages on its long-term climate ambitions once again On the one hand, an...
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$110 billion of coal plants owned by listed Asian utilities could become uneconomic as the world takes action to meet climate...
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Repsol has seemingly upped its emissions cutting game In early October, responding to shareholder pressure, Repsol announced a...
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Summary As the Colorado Oil and Gas Conservation Commission’s (COGCC) seeks to fulfill its statutory mandate to “require...
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Unabated gas plants’ future role in the power system should be predominantly limited to backup reserve to allow for flexible...
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There is a paradox at the heart of expertise: those who have accumulated the most authority in an industry are often those least...
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Compared to other large oil and gas producing states, California and Ohio rank last in forcing the closure of idled, abandoned...
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Colorado’s ineffective financial assurance and well plugging rules have allowed the growth of a large portfolio of marginal and...
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Investors are Flying Blind as over 70% of reviewed companies and 80% of auditors fail to disclose climate-related risks in the...
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Committing to net zero is not enough – the emissions reduction pathway is critical Carbon Tracker’s fifth annual...
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The world has changed a lot since Paris; so too should the logic of climate mitigation. Mitigating climate change is no longer...
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On Monday 9th August, the Intergovernmental Panel on Climate Change (IPCC) delivered a climate report warning of ‘code red for...
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In less than 100 days COP26 will start. Many agree that this year’s conference is being held at a critical moment. To...
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The fossil energy system is falling over the edge of the demand cliff. 2019 was likely peak fossil fuel demand and this marks...
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Financial assurance requirements are universally considered to be too low to pay for plugging and abandoning wells. An inventory...
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Fossil fuel electricity generation has peaked worldwide as emerging market countries seize the opportunities of low-cost...
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Renewables continue to increase their cost competitiveness versus coal, with 27% of the global coal fleet unprofitable today. Do...
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Recently, we submitted a letter in response to the Securities and Exchange Commission’s (SEC) Public Input on Climate Change...
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The election of President Joe Biden brought a seismic shift in U.S. government policy toward climate change. In addition to...
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Oil and gas companies are increasingly announcing new climate goals as they seek to maintain a social licence to...
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Ending the use of coal for power generation in South Korea by 2028 is not only possible but also the most economical option in...
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The IEA’s latest piece on minerals[1] critical to the energy transition gives a rather pessimistic spin to what was some very...
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In the run up to COP 26 many oil and gas companies have announced ‘net-zero by 2050’ targets. However, very few companies...
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Solar and wind potential is far higher than that of fossil fuels and can meet global energy demand many times over, unlocking...
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A cost-optimized analysis for a renewables investment schedule for South Korea shows that a more ambitious rollout of renewable...
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Shell and Eni’s recent strategy updates have highlighted a key emerging point in the debate on oil and gas companies’...
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As the Colorado Oil and Gas Conservation Commission (COGCC) weighs competing demands of protecting the state finances and...
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The value of share offerings in fossil fuel producing and related companies dropped by $123 billion in the last decade,...
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There’s a quip about lawyers that goes 99% of attorneys give the rest a bad name. The same can be said about oil producers...
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A Clean Energy Portfolio (CEP) is already more competitive than new combined-cycle gas plants (CCGTs) in Italy. Foot Off the Gas...
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Nel presente studio analizziamo l’attuabilità finanziaria di nuove centrali a gas in Italia, confrontandone il costo con...
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“Having looked to government for bread, on the first scarcity they will turn and bite the hand that fed them.” Edmund...
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2020 was a tough year for big oil. Short-term demand was hammered by the impacts of Covid-19, while the ever-growing...
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When it comes to oilfield plugging obligations, industry voices contend that industry has the problem in hand.[1] And where it...
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Emissions trajectories continue to bend lower Last month, both Shell and Eni revised their scope 3 emissions plans, updating...
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Betting on new gas today means shouldering consumers with higher prices tomorrow as well as missing the net zero pathway the UK...
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Smart investments and viral ideas in pandemic recovery and contagious new tools for deeper, cheaper energy efficiency could speed...
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As Colorado considers improvements to its oil and gas regulations, some will undoubtedly point to its idle well program as a...
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This weekend marks the end of the first month of the Biden Presidency. In the weeks since the inauguration we have seen a wave...
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Fossil fuel-reliant countries could see a drop of 51% in government oil and gas revenues in a shift to a low-carbon world over...
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The Colorado Oil & Gas Compact Commission (COGCC) is considering improvements to its oil and gas bonding regime. These...
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To ensure companies meet their obligations to plug oil and gas wells and reclaim drilling sites, Colorado regulations require oil...
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Carbon Tracker's New Energy Strategist Kingsmill Bond argues the election of Joe Biden on a ticket to restore America's climate...
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2021 is a year of opportunity; one of resetting, reshaping and a chance to remove distortions that hinder an orderly energy...
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Amid rising tension the final votes of the 2020 US election were cast last week. By electing Democrats Raphael Warnock and John...
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Carbon Tracker's Christmas Cracker had a makeover in 2020. This infographic originally went out in our December newsletter,...
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The energy transition will require oil and gas companies to fundamentally change the way they do business. Groundhog Pay...
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For the past two years, the Green New Deal (GND) has driven the conversation about how to address climate change. It has been the...
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2020 has, to put it mildly, been full of surprises. Oil and gas companies, long predictable and averse to change, have even...
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The oil and gas industry, like many other commodity industries, has long been characterised by volatility, instability and...
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Falling battery prices and the decarbonisation of transport systems in emerging markets will reduce dependency on oil imports and...
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Guest post by Carbon Tracker advisory board member Nick Robins - reposted with permission from the author If there is one...
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The exit of Trump removes the greatest impediment to the energy transition, and will unleash a great era of creativity and...
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Explorers use maps intensively, but they take the information recorded in the charts they use with a few grains of salt, knowing...
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A key tipping point was reached in 2019. Global demand for fossil fuels peaked and is unlikely ever to recover to its pre-crisis...
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Between 2014 and the end of 2019, ExxonMobil 's return to shareholders was negative 10%. In September 2014, Carbon Tracker...
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Given the 24 hour news cycle around the US Congressional and Presidential Election, it would be easy to focus only on what...
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In a series of reports since 2011, Carbon Tracker has shown the financial and stranded asset risks to fossil fuel producers...
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Carbon Tracker and Assurance Mark were given the opportunity to comment on the FCA’s above-referenced proposals (the...
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The Texas-based company Vistra recently announced that they will close six coal power plants and cut their coal generating...
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During her presidential campaign announcement, Senator Amy Klobuchar declared that on her first day in office she would take the...
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There are 2.6 million unplugged onshore wells in the U.S., with another estimated 1.2 million that are undocumented. In It’s...
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"Nobody move! I have a hostage. If anyone follows us, I'll kill myself and then her." Roy Miller, Knight and Day A classic...
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As part of a UK government-funded project to support the Philippines power sector stakeholders navigate the shifts, risks and...
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Passing transformative climate change legislation through the U.S. Congress will be one of the major legislative battles of this...
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One of the world’s leading energy forecasters released a report this morning arguing that 2019 was the peak of the fossil fuel...
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The oil and petrochemical industries are betting their future growth prospects on demand for plastics. But plastics demand is...
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"Oil and gas companies are hurtling toward bankruptcy, raising fears that wells will be left leaking planet-warming pollutants,...
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BP has elaborated on its strategy to deliver net zero – cutting oil and gas production by “at least” 40% by...
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The coronavirus pandemic has caused a sharp decline in oil demand, putting intense pressure on oil companies with large...
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Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy transition by...
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Carbon Tracker's modelling shows no new oil sands are needed in a low carbon world. Prospective pipelines and projects represent...
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Although coal has long been viewed as the cheapest way to power the global economy, this is no longer the case. New renewable...
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There is growing recognition that drastic changes to oil and gas consumption are required to meet the finite limits of a global...
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The Earth's temperatures continue to rise causing catastrophic climate change. The risks of climate change are having major...
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Carbon Tracker pioneered work on the oil and gas industry’s “stranded assets”; as investors increasingly ask whether oil...
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The oil industry’s financial statements reflect climate change conflict Oil and gas companies have never been under more...
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Key findings: Our research shows that UK Export Finance supports upstream oil projects that seem very likely to become...
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The energy transition is disrupting the entire fossil fuel system, with profound consequences for financial markets and...
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This blog was originally posted here on 26 May 2020. It is reprinted with permission. The world of Environmental, Social and...
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The sudden economic downturn brought on by the Coronavirus threatens to cripple the finances of U.S state governments. The...
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The COVID-19 pandemic shut economies, disrupted established global production chains and pressed an indefinite pause on the...
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At the end of February, Italian oil major Eni announced new carbon emissions reduction plans. While not aiming for net zero...
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In ancient Greek theatre, deus ex machina (“god from the machine”) is when a seemingly intractable plot issue is...
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This blog updates our 2018 note Carbon Budgets Explained. Carbon budgets – the amount of carbon dioxide emissions permitted...
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The Covid-19 crisis is showing up the oil and gas industry’s exposure to the threat of falling demand, a forewarning of what...
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The IEA on Thursday[1] released some eye-watering projections for energy demand declines in 2020 in the light of the Covid19...
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The 2019 report on the Speed of the Energy Transition by the World Economic Forum Global Future Council on Energy described two...
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One of last year’s key developments relating to climate change risks was a handful of fossil fuel producers agreeing to show...
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South Korea needs to phase-out unabated gas by 2050 in a Paris-aligned scenario or potentially risk $60 billion in stranded...
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Written by: Greg Rogers, Theron Horton, Rob Schuwerk Is the goal to get out all of the oil, or get out of the retirement...
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The arms race in setting carbon emissions targets is such that Shell, once one of the industry leaders when it announced its...
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Building and operating coal power is becoming a political decision that increasingly conflicts with underlying economic...
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At this time of crisis, the immediate issue is to solve the health and economic emergencies, and we salute the heroes of the...
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I was sitting in a hot tub in Leningrad in the summer of 1990 when I realised the Soviet Union would fall. There were five of...
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COVID-19 is crippling economies and creating turmoil in financial markets. This note gives our outlook for coal generation in...
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COVID-19 continues to shake the global economy, and energy markets are no exception. Oil in particular finds itself caught...
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The piece originally was posted to the World Economic Forum website on March 18, 2020. The impact of China's previous...
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Company executives pay practice doesn’t yet live up to climate ambition, with the gap between stated ambition and demonstrable...
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Coal developers risk wasting more than $600 billion because it is already cheaper to generate electricity from new renewables...
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The piece originally was posted to LGIM Future World Blog on February 26, 2020. It is reprinted with permission. By Nick...
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Carbon Tracker’s fundamental insight is that the oil and gas industry’s growth plans do not fit in a low carbon world. As...
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Amid ever-increasing concerns over climate risks, BP is the latest European oil and gas company to announce a climate goal with...
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According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged 20 years and older. The decision to...
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In this report, we look at the Inevitable Policy Response (IPR), which models the potential impacts of delayed tough...
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The purpose of this note is to: Address RWE’s response to our recent report Apocoalypse Now, by acknowledging that, per...
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Coal power is losing its economic footing. As detailed in Figure 1, according to Carbon Tracker analysis, which is based on...
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In November, SSE confirmed that its remaining hard coal units at Fiddler’s Ferry power plant in the UK will close by 31...
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Iberdrola announced at the opening of the United Nations Framework Convention on Climate Change (COP25) this week it will...
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Repsol has just announced a shift in strategic direction – to become a net zero emissions company by 2050. This move extends...
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Economist Ann Pettifor is one of several leading thinkers publishing books on the Green New Deal (GND) this year. However unlike...
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To deflate the carbon bubble and protect investors, oil & gas companies must shrink The world’s listed oil and gas majors...
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The energy complex has EU coal generators in a chokehold. Are policymakers and investors prepared for what comes next? In this...
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Carbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is...
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The economic viability of new and existing coal in Japan could be severely undermined by cheap renewables and, without policy...
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Once upon a time – the 1990s if you are interested -- there was a wondrous oil company called Exxon. It was run by a clever...
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Carbon Tracker's Mike Knight submitted evidence to the Treasury Select Committee inquiry into the decarbonisation of the UK...
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This report provides an update to our 2017 and 2018 "2 Degrees of Separation" reports, along with an updated methodology. The...
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Gradual or Rapid Energy Transition: What path are we on? The energy industry is complex, and understanding the major trends...
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The Amazon is burning, Greenland is melting, the US is rolling back environmental protections, and the energy sector consensus is...
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Falling renewable costs and intermittency solutions drive a tipping point for the Inevitable Policy Response The Inevitable...
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At Carbon Tracker - our research focus is the impact of climate change on financial markets. Our global coal report, Powering...
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Last week Carbon Tracker’s power & utilities team was in Manila to attend the launch of a UK government-funded project to...
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During the inaugural London Climate Action Week - Carbon Tracker co-hosted the Climate Risk and the Capital Domino Effect event...
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Climate Action 100+ power utility profiles for mainstream investors to align with Paris and manage energy transition...
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Recently Carbon Tracker’s power and utilities team travelled to Vietnam to market our latest analyst note, Here Comes the Sun...
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14 June | The Vatican Mary Robinson served as president of Ireland from 1990 to 1997, and as UN High Commissioner for Human...
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The following piece originally was posted to Oilprice.com on March 3, 2019. It is reprinted with permission. Investors are...
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Vietnam’s low-cost renewables revolution and its implications for coal power investments Key findings: ...
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The UK Climate Change Committee (CCC) has reported on its recommended targets for the UK to reduce its greenhouse gas emissions...
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There is growing attention on the potential impacts of climate-related risks on the upstream oil and gas sector A 2019 report by...
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The argument is often made that oil reserves have high natural decline rates which necessitate the continuous investment in and...
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ConocoPhillips’ February 2019 climate report lays out a thoughtful approach to governing climate risk. It addresses...
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Why shareholders should rethink executive reward For much of the early part of this century, the oil and gas industry was in...
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To manage against the goals of the Paris Agreement, oil companies like Chevron must factor scope 3 emissions into their capital...
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BP and Glencore announce plans to link fossil fuel investments to Paris Agreement goals 2019 is shaping up to be the year in...
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In this study we review the remuneration practice used in the oil and gas industry and look at alignment with either growth or...
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By Anthony Hobley Attending Davos for the World Economic Forum (WEF) Annual Meeting is like being thrown into the centre of...
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The political tipping point is coming. The falling costs of renewables are driving a political tipping point where politicians...
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Our New Energy Strategist co-authored this report for the International Renewable Energy Agency (IRENA) Fundamental changes...
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Why carbon intensity ambitions are welcome, but strict limits on future project sanction remain the route to Paris...
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What can the global oil and gas sector learn from the decline of the European electricity sector after 2007? The story of the...
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Arriving into Katowice Poland, host city for COP24, you were immediately struck by the obvious conflict at the heart of the UN...
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In the 2014 film Merchants of Doubt a small group of well funded lobbyists cast doubts over the science linking tobacco to lung...
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Myth 3. Hard-to-abate sectors prevent an energy transition This is the third of the Energy Transition Myth Busters series,...
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This interactive portal and accompanying report track the economic and financial risks of coal power at the asset-level...
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Our Take on OECD Green Finance 2018 Over 2 days in Paris, 13-14 November business leaders, Government policy makers, NGOs and...
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This blog originally appeared on the IEEFA website By Tom Sanzillo, Kathy Hipple and Clark Williams-Derry Invest in the...
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Myth 2. The intermittency of renewables will prevent the transition This is the second of the Energy Transition Myth Busters...
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Myth 1. Renewable energy sources are too small to impact the giant fossil fuel sector. This is the first of a series on the...
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Examining the stranded asset risk of coal plants in Indonesia, Vietnam and The Philippines These three country briefings...
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By Paul Spedding BP chief executive Bob Dudley is at risk of being branded an altruist if his “Oil and Money” speech to...
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In this report, we present the results from a revolutionary method pioneered by Carbon Tracker to use satellite imagery to...
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Carbon capture and storage, or CCS, refers to technologies that allow us to capture CO2 at the source of its production and...
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The peak in fossil fuel demand will have a dramatic impact on financial markets in the 2020s. The global energy system is...
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One of the questions we are most frequently asked by investors is – how can we tell if a company is “Paris compliant”? This...
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The asset economics and financial implications of Energa’s and Enea’s proposed new Ostrołęka coal power plant C In this...
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This report was produced by Client Earth, WWF and Carbon Tracker The International Organization of Securities Commissions...
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Market counts down to the MSR The EU carbon market has been the hottest commodity market in the world over the last 16...
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In the nexus of climate change and financial markets, disclosure is the flavour of the day. Carbon Tracker recently analysed...
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Guest Blog from Greg Rogers, Co-founder, Eratosthenes LLC In a classic scene from the 1976 American comedy, The Gumball Rally,...
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This report updates our 2 Degrees of Separation report, published in June 2017 2 Degrees of Separation laid out a framework...
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EV Oil Demand Displacement Interactive Tool This report and accompanying interactive tool look exclusively at...
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Since the start of the year, EU carbon has doubled in value, raising the possibility of coal to gas switching in power...
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Vers un SEQE-UE conforme à l'accord de Paris Notre modélisation de cette compression de l'offre suggère que le prix de l'EUA...
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This paper provides in-depth analysis of the company disclosure of the largest oil and gas companies: BP, Chevron, Conoco...
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Die Lücke zu einem Paris-konformen EU-EHS schließen Die Schaffung dieser Angebotsknappheit könnte die Preise auf 15 €/t bis...
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One year ago we posted here comes the sun – a blog which found the lowest solar bid of 2017 could be less than the cash cost of...
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Several financial institutions have recently announced they will stop funding new coal power projects, with HSBC being the...
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Closing the Gap to a Paris-compliant EU-ETS Carbon pricing, whether via cap-and-trade schemes or taxes, is not sufficient on...
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An SEC decision allowed EOG Resources to exclude a shareholder resolution on GHG emissions A recent SEC decision allowing EOG...
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This is the first in a series of reports on company scenario analyses, focusing on ExxonMobil This paper seeks to assist...
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Summary Occidental neglects demand fundamentals in its 2°C analysis and opts for the foregone conclusion of a test against...
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This study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
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Chevron’s recent climate change disclosures become the first to reach down to the asset level, but remain light on useful...
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Summary The operating costs of coal units are complex and depend on many variables. Coal units are complex, long-life...
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ExxonMobil's Energy and Carbon Summary is a step in the right direction, but lacks clarity across a number of...
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Zwei-Grad-Ziel und Strategieanalyse für europäische Kohlekraft-Investoren In diesem Bericht beschäftigen wir uns mit einem...
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A PDF version of this paper is available here. An updated version of this note is available now in Carbon Budgets: Where are...
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Our analysts Matt Gray and Laurence Watson respond to PPL's recent Climate Assessment Report. Summary Following a...
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Summary The Federal Energy Regulatory Commission (FERC) announced on 8 January that it would reject the Notice of Proposed...
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Summary: Xcel Energy’s 2017 Colorado filing shows the median bid price for wind plus storage was $21/MWh and for solar...
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Carbon Tracker's submission to the consultation phase of the Department of Business, Energy & Industrial Strategy's...
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Carbon Tracker Initiative comments on the Environmental Audit Committee’s Green Finance inquiry We welcome the opportunity...
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Carbon Tracker's comments on the Sustainability Accounting Standards Board proposed changes to provisional standards. We...
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If you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
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Headlines Growth of electric vehicles (EVs) in scenarios developed by some oil majors is ten years behind the level expected...
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In this report, we look at how a scenario for the EU28 that is compliant with limiting the rise in global warming to below 2°C...
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See here for a downloadable version of this blog. “Breaking the Tragedy of the Horizon” It has been two years since the...
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What does a 2°C scenario mean for future refining capacity? In this paper, we look at how a scenario for oil demand that is...
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The Notice of Proposed Rulemaking (NOPR) announced on September 29 will grant coal and nuclear units operating in organised...
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What have Las Vegas casinos got in common with tackling climate change and transitioning to a low carbon economy? More than you...
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Coal’s market share in the US power mix is being diminished at an unprecedented rate due to fierce competition from cheap gas...
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China is currently building more coal plants than it needs and in doing so is misallocating capital at an unprecedented rate. As...
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Explore the report webpage: 2degreeseparation.com This report, produced by Carbon Tracker, Principles for Responsible...
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Does the oil major’s 2017 Energy Perspectives mark new thinking for the company? On June 8th, Statoil published the 2017...
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Robert Shuwerk responds to industry opposition to the TCFD recommendations. The Financial Stability Board’s task force on...
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Glencore released a report last week ahead of its Annual General Meeting aimed at assessing the long-term implications of climate...
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Cost reductions of India’s solar revolution should serve as a warning to coal investors This week solar PV prices in India...
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Former UN climate change chief Christiana Figueres brings new urgency to the global climate conversation with a campaign to...
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Unexpectedly, the oil and gas love-in that is CERAWeek saw the latest round of climate risk disclosure emerging from the oil...
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In response to an enquiry from the G20, the Financial Stability Board produced a seminal report investigating the implications of...
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This report was produced in partnership between Carbon Tracker and the Grantham Institute at Imperial College London. The...
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Alpha Natural Resources, Peabody Energy Corp., and Arch Coal, Inc.—three of the four largest U.S. coal companies by annual...
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Carbon Tracker's Rob Schuwerk explains why the FSB's climate risk recommendations are an important step towards helping financial...
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The 12 Days of Carbon Tracker Well…that was different. 2016 has been quite the year of change. A year of political events that...
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Guest post by Jeremy Leggett, Non-executive chairman of Carbon Tracker The global energy transition remains in...
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China is currently building more coal plants than it needs and in doing so is misallocating capital at an unprecedented...
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WEO 2016 also warns of disjointed scenario if energy transition is delayed. Scenarios are not forecasts The scenarios produced...
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Guest post by Kingsmill Bond, new energy analyst at Trusted Sources (research & consultancy) The orthodox view is that...
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Even if oil prices rise in the aftermath of the OPEC agreement on cutting production, the oil industry should be wary of...
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Unabhängige Stresstests belegen: Große Erdölkonzerne könnten durch Übernahme des 2°C-Pfades Wertsteigerungen...
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独立压力测试表明，石油巨头若采取 2˚C 路径，其资产价值将显著提高 伦敦/纽约，2016 年 5...
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Les actifs en amont des sept plus grandes compagnies pétrolières et gazières privées et cotées pourraient valoir ensemble...
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Carbon Tracker’s work on the energy transition has already demonstrated the value in challenging traditional energy model...
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In response to the US Securities and Exchange Commission (SEC) Release No. 33-10098, "Modernization of Property Disclosures for...
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In response to the SEC's Concept Release on Business and Financial Disclosure, Carbon Tracker submitted comments, identifying...
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Why a 2°C business model is less risky than 'business-as-usual' for oil companies. The business model for many companies in the...
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In January 2016 the US Secretary of the Interior announced a moratorium on new coal leasing on public lands pending completion of...
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In the US, carbon-intensive sectors have made risk factor disclosures related to climate change for years but very little of it...
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Carbon Tracker’s reports and blogs are available in seven different languages: Arabic...
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U.S. and European oil and gas companies are under increasing pressure from shareholders to stress test their businesses against a...
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In April 2016, the Financial Stability Board’s Task Force on Climate-Related Financial Disclosures published a report on Phase...
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Oil majors could be worth up to $140 billion more by aligning production with climate targets
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In 2013, the European Commission adopted proposals for a Directive amending the Accounting Directive in relation to the reporting...
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A series of recent Forbes articles intend to cast doubt on the relevance of stranded asset risks to investors. Mark Fulton,...
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The flaws in the business models of some of the largest US shale producers are becoming clear. Growing levels of debt are...
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In 2016, the Kingdom of Saudi Arabia has a major opportunity to develop a new industry, an opportunity that became something of...
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In February 2016, we were invited to contribute to the Australian Senate Economics References Committee’s inquiry into carbon...
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The recent shift in China’s economy has been one of dramatic speed and scale. The first decade of the 2000s saw China’s...
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By Paul Spedding, Former Global Co-Head of Oil And Gas Research at HSBC and Advisor to Carbon Tracker. First appeared on...
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This paper examines Chevron’s current disclosures in the context of Carbon Tracker’s April 2015 Blueprint, where we...
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UK Environmental Audit Committee inquiry: Sustainability and HM Treasury The cross-departmental Environmental Audit Committee...
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A análise feita pelo Carbon Tracker indica que entre 60% e 80% das reservas de carvão, óleo e gás do mundo não poderão ser...
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Just because one of Britain's best loved vehicles rolled off the production line for the last time last week doesn't...
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Hot on the heels of a historic climate deal in Paris the Carbon Tracker Initiative and the Climate Disclosure Standards Board,...
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Shelagh Whitley and Mark Fulton President Obama’s rejection of the Keystone XL pipeline last November signalled a landmark...
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Stranded Assets a Response: Myth or Reality? Late last year respected British economist Dieter Helm dismissed the concept of...
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In 2011, Carbon Tracker asked whether the world’s capital markets were carrying a “carbon bubble”. Further analysis...
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Fossile Energieunternehmen riskieren, 2 Billionen Dollar mit unwirtschaftlichen Projekten zu...
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Zone de danger des 2 mille milliards de dollars d’actifs dévalorisés Les compagnies de combustibles fossiles...
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The data is clear – the energy transition is underway, and the direction of travel is away from fossil fuels. But not everyone...
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In late 2015, the U.K.’s economic and finance ministry sought public responses to a consultation concentrated on simplifying...
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يشير الإنفاق السنوي الذي تبلغ قيمه 674 مليار دولار أمريكي على أصول...
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283 مليار دولار من الغاز الطبيعي المسال "غير مجد اقتصاديا" لغاية 2025
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هناك حاجة لقيام المستثمرين بتحدي ما يصل إلى 1.1 تريليون دولار أمريكي من...
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يويورك، 22 سبتمبر 2014: يحدد بحث جديد اصدرته مبادرة Carbon Tracker اليوم مخاطر...
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O estudo revela que, apesar de as reservas de combustíveis fósseis já excederem em muito o orçamento de carbono destinado a...
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O estudo global sobre gás identifica 283 mil milhões de dólares em possíveis projetos de gás natural liquefeito (GNL) até...
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A análise de risco assinala que muitos projetos petrolíferos com custos mais altos encontram-se num ponto demasiado alto na...
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Uma nova investigação publicada hoje pela Carbon Tracker Initiative (CTI) descortina grandes riscos financeiros para os...
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El gasto anual de 674 000 millones de dólares en activos de combustibles fósiles «inquemables» señala la incapacidad de...
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Nuestro nuevo estudio global sobre el gas identifica proyectos de gas natural licuado (GNL) hasta el año 2025 por valor de...
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Los inversores deben cuestionar la inversión petrolera de 1,1 billones de dólares para el próximo decenio La curva de...
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Curvas de costes del suministro de carbono La investigación de CTI tiene por objeto suscitar un nuevo debate sobre el futuro...
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This report is designed to challenge the conventional thinking and linear models which dominate the current scenarios for energy...
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This paper, first presented at the 1st Global Stranded Assets Conference, hosted by the Smith School in Oxford September 2015,...
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Der Trend weg von der Kraftwerkskohle – Teure neue Minen sind für Investoren unrentabel Eine neue Studie der Carbon Tracker...
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283 Mrd. $ Flüssigerdgas 'unwirtschaftlich‘ bis 2025
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Investoren müssen Ölinvestitionen in Höhe von 1,1 Billionen $ für das nächste Jahrzehnt hinterfragen
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Investitionen von 674 Mrd. $ in 'unantastbare‘ fossile Brennstoffvorräte zeugen von Blindheit gegenüber enormen Finanzrisiken
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La quantité de combustibles fossiles cotés sur les marchés de capitaux mondiaux est supérieure à celle pouvant être...
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Quel est le risque financier des dépenses d’investissement consacrées au pétrole?
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L’année 2015 n’a fait que confirmer l’éloignement des combustibles fossiles. Quel est le risque financier des dépenses...
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Courbes d’offre du carbone Les études de CTI ont pour objectif d’encourager une nouvelle réflexion sur l’avenir de...
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Is Royal Dutch Shell, one of the world’s biggest oil and gas companies, really turning its back on fossil fuels? Not only has...
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There has been much discussion of fossil fuel subsidies as both an inefficient use of public tax dollars and a barrier to the...
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“First they ignore you, then they laugh at you, then they fight you, then you win.” Mahatma Gandhi I recently attended a...
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First appeared in BusinessGreen Global coal is on the ropes. Prices of thermal coal have collapsed as demand evaporates;...
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This guest post by Paul Gilding, an independent writer, corporate advisor and advocate for action on climate change and...
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Low carbon scenarios do include the potential for gas demand to grow over the next decade. But if we are to stay within a carbon...
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Some fossil fuel companies are failing in their legal duty to address climate risk in their reporting, a group of non-profit...
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First appeared in BusinessGreen Will the United Nations Climate Change Conference (COP 21) in Paris later this year be a...
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Petrobras’ recent launch of a notional $2.5 billion worth of 100-year bonds has been viewed as evidence that investors,...
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In this report we analyse the EU’s largest 5 power generators: Électricité de France (EDF), GDF Suez, Enel, E.ON and RWE, who...
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Carbon Tracker recently submitted comments to the European Commission's ongoing capital markets union (CMU)...
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Rising greenhouse gas emissions are often talked about as a one-time, irreversible natural experiment with the climate...
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First appeared in BusinessGreen Through our pioneering “Carbon Bubble” work we used a simple idea and easy numbers to...
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First appeared in BusinessGreen As the world’s top financiers gather in Paris ahead of International Climate Finance Day on...
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First appeared in BusinessGreen Ahead of the Paris climate talks the burning question for policy makers and investors is how...
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US shale production has prompted increased volatility in the oil markets, as exemplified by the 50% drop in prices during the...
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Carbon Tracker is developing a transition road map for the fossil fuel industry. This will outline the steps we believe that the...
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The steep fall in the price of oil since the middle of last year has brought volatility back to the market with a vengeance,...
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The market for thermal coal is in structural decline in the United States. Squeezed out by an abundance of cheap shale gas and...
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The 2015 Oil Spending Review is in Full Swing With oil prices collapsing to between $50/$60 a barrel (at the...
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Over the past 18 months the Carbon Tracker Initiative has written a number of studies on the economics of the controversial...
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In a letter to the U.S. Securities and Exchange Commission as part of its ongoing review of disclosure, the Carbon Tracker...
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During 2014, following in the footsteps of Shell and ExxonMobil, oil and gas industry association IPIECA published a “fact...
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Carbon Tracker Initiative's Anthony Hobley argues that far from being a disaster for clean tech, low oil prices could aid...
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Carbon Tracker comment on US-China climate change agreement “For Carbon Tracker, today’s announcement of the “joint...
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This Carbon Tracker report shows how rural communities in Africa and India suffering most from a lack of modern energy can...
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Carbon Tracker’s ultimate vision is a climate-secure energy and financial system. This does not mean fossil fuels being...
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In partnership with Ceres, CDP and CDSB, Carbon Tracker has assessed the responses from over 80 fossil fuel companies to a...
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Our research on coal consists of a package of detailed analyses of coal supply, demand and financial trends. The accompanying...
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Shell underestimates risk for up to $77 bln of high cost oil projects The Carbon Tracker Initiative (CTI) and Energy...
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This latest piece of research from Standard & Poors’ coal analysts in collaboration with CTI explores for the first time...
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Since the turn of the century, China has almost single-handedly been driving global thermal coal consumption growth. Changes in...
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This report is a risk analysis which provides a tool for the majority of investors who cannot simply divest, so they can...
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Exxon: Is business as normal the right strategy? Earlier this month, ExxonMobil published a document entitled, “Energy and...
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Carbon Tracker respond to the US Department of State's Final Supplemental Environmental Impact Statement (FSEIS) with our new...
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Carbon content is a key financial element of fossil fuel reserves. In December 2013, Carbon Tracker submitted a letter to the...
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Following on from Carbon Tracker’s Unburnable Carbon 2013 global analysis, we release this report in collaboration with The...
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This new research from Carbon Tracker and the Association of Chartered Certified Accountants reveals that current financial...
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The fourth in the series of Carbon Tracker's Unburnable Carbon reports, focuses on Brazil - a country with the fascinating...
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This new research from Carbon Tracker and the Grantham Research Institute on Climate Change and the Environment at LSE calls...
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Carbon Tracker and Standard & Poors have been working together on the implications of carbon constraints for credit ratings...
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This new analysis from the Carbon Tracker Initiative finds that the current coal reserves earmarked for the South African market,...
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This is the original report which pioneered the concept of the 'Carbon Bubble'. This award-winning analysis by Carbon...
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