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We carry out scenario analysis 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

Coal 09 June 2019

Here comes the sun (and wind)

Vietnam’s low-cost renewables revolution and its implications for coal power investments Key findings: By 2020...

The Decline Rate Delusion

Energy transition April 2019

The argument is often made that oil reserves have high natural decline rates which necessitate the continuous investment in and...

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When capex met climate

Climate risk disclosure February 2019

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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Statoil: U-turn on EVs?

Energy transition June 2017

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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Here comes the sun

Coal May 2017

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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