Research
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
Our Latest Research
Blog
25 October 2026
The Climate Project After 1.5°C
How to build the integrated plan we never had The UN officially noted in September 2026 that “exceedance of the 1.5°C...
Regulatory & Policy
Blog
06 October 2026
Can a Sweltering Summer Create an Autumn of Opportunity for the Transition?
Recent months have reinforced the case for accelerating action on the energy transition and climate, particularly from a European...
Automotive
Report
27 August 2026
Trucking’s Tipping Point
Why the Truck EV Transition is Closer Than Expected Heavy-duty transport has long been considered as one of the hardest sectors to...
Oil & Gas
Blog
21 August 2026
What energy world is Canada betting on?
Ottawa’s August announcement of its intention to fast-track the West Coast pipeline proposal marks the latest in a series of...
Accounting, Audit, & Disclosure
Report
04 August 2026
Carbon Tracker’s response to the Proposed Rescission of Climate-Related Disclosure Rules, File Number S7-2026-19
Since 2024, the energy transition has progressed and physical impacts have intensified. Key considerations supporting our request to...
Blog
26 June 2026
Energy security requires managed decline of fossil fuels
Continued fossil fuel expansion risks delaying electrification and prolonging exposure to volatile global energy markets By Mark...Popular Reads
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The world's new energy system may be harder to shock than we assume The latest concerns over the Strait of Hormuz produced a...
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The closure of Investors for Paris Compliance has prompted renewed debate about whether investor pressure on climate ever really...
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Key recommendations We advise that HMT should align UK IPO listing rules for fossil fuel companies with the carbon...
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Reporting gaps reveal the true carbon intensity of automotive investments Passenger vehicles remain the largest and most...
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Ambition Under Pressure: Analytical Leadership vs. Strategic Hesitation
Regulatory & Policy Report May 2026How NBIM is exposing the market-wide under-pricing of climate risk The report, Ambition Under Pressure: Analytical Leadership...
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The transition is not about spending more on everything: it is about spending smarter on what works. Capital in Transition –...
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The Seagull, the Seal, and the Jaecoo 7 - why the rise of plug-in hybrid SUVs may be slowing the energy transition in ways that...
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Assessment of remuneration plans disclosed in 2026 In our latest update on executive remuneration in oil and gas, we explore the...
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Absolute Impact 2026 – oil and gas company emissions targets remain...
Oil & Gas Flash Note April 2026Assessment of oil and gas company emissions targets evaluates their potential alignment with the goals of the Paris...
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Los beneficios económicos de una política de promoción de los vehículos eléctricos en Colombia La adopción acelerada de...
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The economic benefits of pro-electric vehicle policy in Colombia Accelerated battery electric vehicle (BEV) adoption in...
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Will Santa Marta herald a new multilateralism on fossil fuel phase-out?
Regulatory & Policy Blog April 2026These are testing times for climate action – which is why Santa Marta is so important The war in the Gulf has...
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Calls to expand North Sea drilling re-emerge with every energy price spike. But the case for drilling as an energy security...
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When oil and gas supplies get disrupted yet again - don’t attempt to solve fossil fuel vulnerability by deepening fossil fuel...
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The Four Numbers Behind Peak Oil Demand Energy transition debates often suffer from a simple analytical mistake. We confuse...
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Stellantis group – a major global car manufacturer announced in February 2026 a $24billion loss in 2H 2025, related to massive...
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A world first atmospheric and financial stress test for fossil fuel reserves In this paper, Carbon Tracker, in partnership...
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Aligning modelling of economic damages with climate science Recalibrating Climate Risk explains why economic models used by...
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Os benefícios econômicos de uma política favorável a veículos elétricos A adoção acelerada de veículos elétricos...
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The economic benefits of pro-electric vehicle policy in Brazil Accelerated electric vehicle (EV) adoption in Brazil could save...
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Geopolitical theatre forces an oil sector harvesting cash to confront a political desire for high risk growth, leaving private...
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Why inconsistent asset retirement obligation disclosures leave investors exposed to hidden risk Oil and gas companies in the...
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As part of its engagement on the work of the ISSB and sustainable finance standard-setters, Carbon Tracker recently submitted on...
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How oil- and gas-dependent Canadian provinces face fiscal strain as the energy transition progresses A number of Canadian...
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True Oil & Gas Value in Canada and Beyond Despite a decline in the share of free cashflow allocated to upstream oil and...
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Political pressure may be forcing the IEA to revive an old forecast of endless fossil fuel growth, but oil and gas investment...
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Mark Carney’s “tragedy of the horizon” speech in September 2015 was a clarion call, warning of the risks of climate change...
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Sustainable. Abundant. Feasible – why SAF is unlikely to be all three at once. Alternative jet fuels (AJF), often referred to...
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Measuring Transition: The Indian Steel Majors
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Report October 2025
Expansion plans, climate targets and trade exposure in India’s steel sector. This report examines how expansion plans by...
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Bridging climate science, financial risk and real-world decisions Turning Insight into Action - is the challenge at the heart...
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Measuring Transition: AMNS
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Report September 2025
Tracking Technology Transition in the Indian Steel Sector This report examines the transition readiness of AMNS India, a joint...
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Carbon Tracker’s response to the UK Government’s Consultation on...
Capital Markets Policy Report September 2025Carbon Tracker has responded to the Department for Energy Security and Net Zero’s consultation on the introduction of climate...
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Measuring Transition: JSPL
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Report August 2025
Tracking Technology in the Indian Steel Sector This is the third report in our series analysing the state and outlook for...
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Measuring Transition: Tata Steel
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Report August 2025
Tracking Technology in the Indian Steel Sector This is the second report in our series that analyses the state and outlook for...
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Carbon Tracker Response to the FASB’s Invitation to Comment
Accounting, Audit, & Disclosure Analyst Note July 2025Carbon Tracker submitted a joint response with Ceres and the Climate Accounting and Audit Project to the FASB’s Invitation to...
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Building on our previous research into the automotive sector, this report takes a closer look at how major manufacturers are...
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Introduction Many credible commentators, such as the International Energy Agency (IEA), BloombergNEF, DNV, McKinsey, and bp,...
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The Network for Greening the Financial System (NGFS) is comprised of 144 central banks and supervisors, plus 21 observers (as of...
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Why aviation’s net zero plan still doesn’t fly. Key industry players are failing to align stated decarbonisation ambitions...
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A solutions framework: solving the orphan well problem requires systemic solutions The “oil field paradox” refers to...
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Tracking Technology Transition in the Indian Steel Sector This report looks at the scope for transition for the steel sector...
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These documents set out the frameworks and methodologies for how Carbon Tracker Initiative assesses companies in consideration of...
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Carbon Tracker Methodologies for Climate Engagement Canada
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Report June 2025
These documents set out the frameworks and methodologies for how Carbon Tracker Initiative assesses companies in consideration of...
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The Impact of California's Orphan Well Prevention Act on the transfer of oil well cleanup liabilities California’s Assembly...
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CTI-PALEM: Quantifying the costs of transition finance to support coal...
Power & Utilities Blog April 2025Carbon Tracker’s Power-Asset Level Economics Model (CTI-PALEM) quantifies the costs of using transition finance to expedite...
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Flying Blind: Disabling Autopilot for Audit Reports
Accounting, Audit, & Disclosure Analyst Note April 2025Improving audit report transparency in the face of climate and transition-related risks Carbon Tracker’s Flying Blind series...
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A temperature check on the oil and gas sector’s climate alignment, 10 years on from the Paris Agreement. Carbon Tracker’s...
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Crude Intentions III: One step forward, one step back in executive...
Oil & Gas Analyst Note April 2025With demand for hydrocarbons expected to peak this decade, oil and gas companies seeking to manage energy transition risks should...
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NEW NGFS SCENARIOS REPRESENT PROGRESS ON CLIMATE RISK IMPLICATIONS FOR FINANCIAL INSTITUTIONS, BUT NEED TO GO FURTHER TO CAPTURE...
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This report is the latest in Carbon Tracker’s Flying Blind series, which focuses on the extent to which companies disclose...
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Stranded Exports: How export credit agencies continue to finance risky overseas oil and gas projects While many governments...
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Re-Fleeting Revolution: Delivering Financial Returns in the Electric Heavy...
Autos Report February 2025Introduction: This report analyzes the financial implications and opportunities of transitioning the global heavy-duty vehicle...
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Topline Messages COP30 could make or break the credibility of UN-backed collective action on climate and nature. The new...
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How to ensure that the clean power target enables decarbonisation of heat and transport while avoiding lock-in with high...
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Petrochemical Imbalance: Why chemicals are unlikely to prop up oil demand
Oil & Gas Analyst Note December 2024Some of the largest oil and gas companies are pivoting towards petrochemicals as they reckon with the fact that a decline in...
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Off the record: Accounting loophole leaves billions in decommissioning...
Accounting, Audit, & Disclosure Flash Note December 2024The costs to retire certain assets- asset retirement obligations (AROs)- are typically recorded on the balance sheet and can be...
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Carbon Tracker Response to the IASB Consultation
Accounting, Audit, & Disclosure Analyst Note November 2024Carbon Tracker provided comments on the International Accounting Standards Board’s Exposure Draft: Climate-related and Other...
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This blog is an edited version of an article submitted to Automotive News which was published on 24th October 2024 It was a...
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Absolute Impact 2024: Oil and gas companies’ emissions targets are not...
Oil & Gas Analyst Note November 2024Analysis of oil and gas corporate emissions targets reveals whether targets may be potentially aligned with the goals of the...
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Challenging the Systemic Under-pricing of Climate Damages Within the...
Regulatory & Policy Journal November 2024A paper by Professor Steve Keen (UCL) with Mark Campanale and Joel Benjamin (Carbon Tracker) and Professor Tim Lenton and Dr...
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As the energy transition accelerates, the oil and gas industry must contend with a shrinking market for its products. In...
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Carbon Tracker Response to FCA’s Consultation Paper CP24/12
Accounting, Audit, & Disclosure Report October 2024Carbon Tracker has responded to the FCA’s consultation on the new Public Trading Offers and Admissions to the Trading...
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It seems impossible to escape the build-up to November 5, the day of the US Presidential election. While it is the end of the...
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Carbon Tracker analysis finds serious shortcomings in the Environmental Impact Assessment report of Peterhead-CCS This...
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Our recommendations for UK policymakers on how to avoid wasting billions of taxpayers' money without substantially decreasing...
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This week, reports[i] have emerged of bp’s CEO Murray Auchincloss latest U-turn regarding bp’s transition strategy: the...
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Annual Review 2023
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Report October 2024
When asked to sum up 2023, the word that seems to have resonated most with us, our peers and our audiences was ‘chaos’. The...
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In May, we wrote about how 2024 is meant to be the year for international climate finance. We underlined the fact that the...
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Recently, former European Central Bank President Mario Draghi presented his report on the “The future of European...
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Asset disposals are commonplace in the oil and gas industry, and M&A has long been a feature of the industry. Yet, as the...
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Carbon Tracker Methodology In a series of reports since 2011, Carbon Tracker has explored the financial implications of the...
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Evaluating Automotive Transition Strategies Electrification of the passenger vehicle fleet is inevitable. To be relevant in a...
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Fossil fuel subsidy reform: A significant energy transition risk that...
Oil & Gas Blog September 2024By any measure, fossil fuel subsidies are immense. Combined estimates from the Organisation for Economic Cooperation and...
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Backfire: Why Colorado’s bonding reform is not working
Asset Retirement Obligation Report September 2024Carbon Tracker has been following the development of the Energy and Carbon Management Commission’s (ECMC) financial assurance...
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Investor Call to Action: FCA Consultation on New Disclosure Rules
Accounting, Audit, & Disclosure Report August 2024The FCA have just announced a Prospectus Review. Specifically, we draw your attention to a key section in the FCA’s...
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Carbon Tracker Response to 2023 Financial Conduct Authority Consultation...
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Report August 2024
Carbon Tracker believes that we need a financial regulatory regime fit for purpose to address the climate crisis. This is why...
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Can Europe Overcome its Continental Drift? Tough Challenges Ahead for the...
Regulatory & Policy Blog July 2024Just two months ago, Europe felt like it was at a political crossroads. The European Parliamentary elections - where some...
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The new British Government must prioritise climate finance, driven by the upcoming COP29 and the need for economic growth through...
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Increasingly through 2023 in our meetings with the financial community one common theme emerged; that investment teams were...
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At the close of its 2024 Spring Session the U.S. Supreme Court’s ruling in Loper Bright Enterprises v. Raimondo (Loper Bright),...
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Uniper SE: Government ownership key to decarbonisation
Corporate Research (Power & Utilities) Report July 2024Carbon Tracker has produced two separate related reports on RWE and Uniper, the German publicly traded coal utilities, to assess...
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RWE AG: The case for an accelerated coal exit
Corporate Research (Power & Utilities) Report July 2024Carbon Tracker has produced two separate related reports on RWE and Uniper, the German publicly traded coal utilities, to assess...
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Decommissioning Colorado’s Two Oil Industries In 2018, Colorado became one of the first US states to recognize the...
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The real climate impact of Blue Hydrogen and Gas-CCS Our report reveals that CO2 emissions from Blue Hydrogen and Gas-CCS...
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Via the Transition Finance Markets Review (TFMR), the UK Government is the latest political entity to commission a review into...
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A clear example of how the energy transition is changing quickly due to strides in cheap and scalable electrification is in the...
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Methane Emissions from Oil and Gas Majors: Reconciling Different Estimates
Oil & Gas Analyst Note May 2024There has been great interest in recent years in reducing methane emissions as part of efforts to limit climate change. Public...
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By Richard Folland of Carbon Tracker & John Willis of Planet Tracker | In Collaboration with The Global Ethical Finance...
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Assessing Truckmakers’ commitment and effective transition to electric vehicles Recently ratified Heavy Duty Vehicles (HDV)...
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Business as usual in oil and gas is a high risk strategy for us all
Energy Transition Blog April 2024Oil and gas industry resistance to transition is a major investment risk for the industry and its stakeholders - as new...
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Little Big Horn: How a bonding proposal can fall short
Asset Retirement Obligation Analyst Note April 2024Nearly 70 years after the last update and more than 10 years after formal recognition of the inadequacy of federal onshore...
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CO2 matters: on emissions reporting, ESG ratings and stock market prices in the car sector Following on from the analysis...
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The fossil fuel industry is having a bad energy transition: It is misaligned with stakeholders, climate targets and is...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. Polling shows he...
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National Thermal Power Corporation (NTPC): Investments in new coal compete...
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Report March 2024
India may not be Paris aligned but that does not mean that key Indian corporates can ignore the technological revolution the...
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Paris Maligned II: Climate alignment assessments reveal oil and gas company transition risk exposure The window of time to...
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The UK Government’s CCUS strategy risks locking consumers into a high-cost, fossil-based future, despite cleaner and cheaper...
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Crude Intentions II: How oil and gas execs are still incentivised to grow...
Oil & Gas Report February 2024As the energy transition continues to accelerate, demand for each of the fossil fuels is likely to peak before 2030. Oil and gas...
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Energy is a very long game: yet fossil fuel companies are taking a lot of...
Energy Transition Blog February 2024Oil and gas incumbents are doubling down on investment and their financial backers are exiting governance bodies: this raises the...
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Flying Blind: In a Holding Pattern
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Report February 2024
The continued absence of climate and transition risks in financial reporting Climate and energy transition risks, and company...
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False Start: How Colorado’s bonding rules failed to increase coverage
Asset Retirement Obligation Report February 2024In 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 Submission to the IFRS Interpretations Committee
Analyst Notes Analyst Note February 2024Carbon Tracker Initiative (Carbon Tracker) provided comments on the Tentative Agenda Decision: Climate-related Commitments (IAS...
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2024: Misreading and mistiming the energy transition – Carbon moves from...
Energy Transition Blog January 20242024 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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Providing data to Climate Action 100+
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Report January 2024
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 Audit: 2023 Assessments for Climate Action 100+
CA100+ & Stewardship Report January 2024Climate 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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Private Eyes Wide Shut: Private Equity Investments in Oil and Gas at Risk...
Oil & Gas Report January 2024It 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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Overlooked: Why oil and gas decommissioning liabilities pose overlooked...
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Report December 2023
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
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Report December 2023
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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From Net Zero to New Zero – Reserves Estimates in a Decarbonizing...
Accounting, Audit, & Disclosure Report December 2023Oil 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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How many new emissions did oil and gas exploration add last year? Nobody...
Energy Transition Blog December 2023If 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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Chevron, ExxonMobil and Oxy: M&A and the Energy Transition
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Flash Note December 2023
In this note, Neil Quach, Senior Corporate Research Analyst – North American Oil & Gas, drills down into the financial and...
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PetroStates of Decline: oil and gas producers face growing fiscal risks as...
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Analyst Note December 2023
Transition risks for petrostates are higher than ever This report, an update of our 2021 Beyond Petrostates report, finds that...
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Carbon Tracker Power & Utilities Country Profiles updated and expanded
Power & Utilities Blog November 2023Today 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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Navigating Peak Demand
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Report November 2023
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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Energy transition update: now cheaper to save the world than destroy it
Energy Transition Blog October 2023“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 S.A: Time to review CCGT
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Report October 2023
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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Oil and Gas company narratives about the future of fossil fuels remain positive, their bank accounts are full. But their...
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Энергетический переход Казахстана
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Report September 2023
Степенным шагом к углеродной нейтральности В этом докладе основное...
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Kazakhstan Energy Transition
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Report September 2023
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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Absolute Impact 2023: Progress on oil and gas emissions targets has stalled
Analyst Notes Analyst Note September 2023Carbon 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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Crossroads – reenergising the UK power sector’s transition
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Report July 2023
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’s comments on draft ESRS Delegated...
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Report July 2023
Carbon Tracker and Planet Tracker welcome the opportunity to respond to the European Commission’s (“the Commission”)...
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The energy transition is already here – and becoming widely distributed
Energy Transition Blog June 2023William Gibson is often quoted with the line “The future is already here — it's just not very evenly distributed.” It...
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Enel SpA – All change?
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Report June 2023
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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US Vertically Integrated Utilities
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Flash Note June 2023
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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There Will Be Blood: Decommissioning California’s Oilfields
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Report May 2023
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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Talking the talk but not walking the walk – The absence of net zero...
Flash Notes Flash Note May 2023Companies around the world are setting net zero by 2050 targets. Despite that, our analysis shows that of 134 carbon-intensive...
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Will Shell’s Energy Transition Strategy Change Under Its New CEO?...
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Report May 2023
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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Midstream Running Dry: Energy transition also threatens firms that store...
Flash Notes Flash Note April 2023The 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 (TPA1) – EDF SA: Nuclear funding gap for...
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Report April 2023
Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the fixed income space as well as a competitive...
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NextEra – NEE and the Sunshine Band
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Analyst Note April 2023
Transition Plan Analysis In this note Will Grainger, our Senior North American Power and Utilities Analyst, outlines the key...
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The Transition Files: periodic thoughts and views on companies, industries...
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Journal April 2023
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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Standing at the crossroads: Colorado Commissioners facing difficult...
Regulatory & Policy Blog April 2023As the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding proposals, and goes through hearings on...
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Pricing signals for low-carbon flexibility vital for future power market...
Power & Utilities Blog April 2023With UK and European leaders continuing to ponder the long-term future of power market design, common themes continue to arise...
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Driving in the Dark: Why automotive companies need to shed light on...
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Flash Note April 2023
As automotive companies start to release their annual reports for FY2022 we take look at how they considered climate in...
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Balancing Act: Stranded Assets and Flexibility in China’s Power Sector
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Analyst Note March 2023
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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SHELL – Will Shell’s Energy Transition Strategy Change Under Its...
Corporate Research (Oil & Gas) Report March 2023Key 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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Colorado Bonding Reviews
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Report March 2023
In response to state regulations, Colorado oil and gas well operators have submitted their financial assurance plans. On this...
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ExxonMobil’s Transition Plan
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Report March 2023
Transition Plan Analysis (TPA) Level 1 Despite differing views on climate change, it cannot escape anyone’s attention that...
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Energy Transition’s clean technologies are empowering an industrial...
Energy Transition Blog February 2023There 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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Mind the audit gap
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Flash Note February 2023
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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Marginal Call
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Analyst Note February 2023
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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Investors Need to Look Carefully at Stranded Asset Risks
Regulatory & Policy Guest Blog January 2023This 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 FCA’s Consultation Paper
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Report January 2023
Response to the Financial Conduct Authority’s Consultation Paper “Sustainability Disclosure Requirements (SDR) and investment...
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EU Gas Summary
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Report January 2023
Decarbonising CCGT, grids & Scope 3 Emissions Engie needs to consider retiring merchant CCGT capacity. Its plans to...
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Naturgy Energy Group S.A – Five steps to alignment
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Report January 2023
Transition Plan Analysis: For Naturgy to be fully aligned with the goals of the Paris Agreement, five things need to...
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Engie – Reducing both scope 1 and 3 emissions – scope for...
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Report January 2023
Transition Plan Analysis: Engie’s plans to reduce carbon intensity for scope 1 and 3 emissions from generation are not...
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Centrica plc – Four steps from Company, Regulator and Government to...
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Report January 2023
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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On Track for Paris? IEA lays out required pace of energy transition to...
Energy Transition Flash Note January 2023Viewed as an established authority on the latest energy trends, the annual World Energy Outlook (WEO) informs both investment and...
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A New Theory of ARO Creditor Rights
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Analyst Note January 2023
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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Drilling down: The importance of understanding projected oil and gas...
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Flash Note December 2022
Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin the information in...
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Paris Maligned
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Report December 2022
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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Corporate Profile – J Power
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Report November 2022
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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Refining exposure to an accelerating energy transition
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Flash Note November 2022
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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African Sun: Why Solar Not Gas Offers Continent the Best Economic...
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Report November 2022
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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Slipped Gear: Automaker emissions goals unaligned to meet climate targets
Autos Analyst Note November 2022This 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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Crude Intentions: How oil and gas executives are still rewarded to chase...
Oil & Gas Analyst Note November 2022The 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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Put a price on it: The case for more effective carbon pricing in Japan
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Analyst Note October 2022
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: periodic thoughts and views on companies, industries...
Autos Journal October 2022The 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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Still Flying Blind: The Absence of Climate Risk in Financial Reporting
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Report October 2022
In 2021, Carbon Tracker published its first report about the degree to which companies had disclosed taking climate risks into...
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Tracking Emissions to Source
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Report September 2022
Introducing a global registry of fossil fuels to drive corporate and government accountability. The Global Registry of Fossil...
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Corporate Research: PGE – Urgency needed, especially for renewables
Corporate Research (Power & Utilities) Report September 2022PGE 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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Corporate Research: Uniper SE – Restructuring due but let’s not...
Corporate Research (Power & Utilities) Analyst Note September 2022Uniper 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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Corporate Research: RWE AG – Talking the talk, but will need to walk...
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Analyst Note September 2022
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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Corporate Research: CEZ a.s – Restructuring due; urgent need for...
Corporate Research (Power & Utilities) Analyst Note September 2022CEZ 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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EU Coal: The Good, The Bad & The Ugly
Corporate Research (Power & Utilities) Analyst Note September 2022We are writing this report because retiring coal is the fastest route to decarbonisation and alignment with the goals of the...
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Feet to the Fire: An analysis of potential outcomes of the Colorado...
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Analyst Note September 2022
Colorado’s new financial assurance rules will help mitigate orphan well risk, but the benefits are blunted by substantial...
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Europe’s dash for LNG makes case against Asian gas investment stronger
Oil & Gas Blog September 2022This year has seen the fundamental dynamics of global energy markets turned completely on their head. A potent cocktail of...
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Why drilling for more fossil fuels won’t bring UK energy security or cut...
Oil & Gas Blog September 2022The 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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Letter to ISSB on Sustainability- and Climate-related Disclosures
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Analyst Note August 2022
The International Sustainability Standards Board’s Exposure Drafts “IFRS S1 General Requirements for Disclosure of...
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Event Horizon: A Case Study of Holdback and the Point of No Return for...
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Analyst Note July 2022
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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Corporate Profile – CLP Holdings Limited
Corporate Research (Power & Utilities) Analyst Note July 2022CLP 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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Corporate Profile – Tenaga Nasional Berhad
Corporate Research (Power & Utilities) Analyst Note July 2022Tenaga Nasional Berhad (TNB) aims to achieve net zero emissions by 2050 underpinned by a commitment to reduce 35% of its...
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Corporate Profile – Adani Power Limited
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Analyst Note July 2022
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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Unburnable Carbon: Ten Years On
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Report June 2022
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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Ukraine FAQs
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Report June 2022
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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Double or Nothing: How regulators are gambling on the future self-interest...
Oil & Gas Report June 2022The 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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Absolute Impact: Why Oil and Gas Companies Need Credible Plans to Meet...
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Analyst Note May 2022
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’s Energy Transition Progress Report: Still lacking absolute...
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Flash Note May 2022
Shell recently published its first Energy Transition Progress Report. The document has been produced ahead of the AGM on 24...
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Stop Fuelling Uncertainty: Why Asia should avoid the LNG trap
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Report April 2022
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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Out of the frying pan and into the fire: the heat is building on climate...
Energy Transition Blog February 2022As 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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Why Jordan Peterson Should Think Again on the Energy Transition
Energy Transition Blog February 2022On a recent episode of Joe Rogan’s controversial and highly influential podcast, Canadian psychology professor and best-selling...
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Poland’s Energy Dilemma: New gas power traps taxpayers in a costly...
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Analyst Note February 2022
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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ExxonMobil is planning on climate failure despite ‘Advancing Climate...
Oil & Gas Blog February 2022Late last month ExxonMobil launched its Advancing Climate Solutions – 2022 Progress Report,[1] which describes how it is...
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Opinion: Liberalisation and decarbonisation are a recipe for volatility
Energy Transition Guest Blog February 2022Market-based pricing for gas saved EU consumers billions – until this winter's energy crunch came along. Europe’s exposure to...
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Managing Peak Oil: Why rising oil prices could create a stranded asset...
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Analyst Note January 2022
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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Tackling the Methane problem: why investors should drive change at...
Energy Transition Blog January 2022To 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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South Africa Needs Significantly More Money to Help Phase Out Coal
Power & Utilities Blog December 2021We 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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Shell and Third Point: Spinning (Off) the Sector
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Flash Note December 2021
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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Mistaking Price Volatility for Market Strength may Store Up Long Term...
Oil & Gas Blog November 2021Right 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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Australian oil and gas mergers: Exposing the weakness of company...
Oil & Gas Flash Note November 2021Mergers and acquisition (M&A) activity is shaking up the Australian oil and gas sector. In two proposed all-share deals,...
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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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Chinese coal industry patch-up should not encourage new investment
Power & Utilities Blog November 2021The Chinese government has been sending mixed messages on its long-term climate ambitions once again On the one hand, an...
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Taking Stock of Coal Risks
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Analyst Note November 2021
$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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Put Gas on Standby
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Report October 2021
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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Race to the Top: Internalising oil and gas retirement costs
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Report October 2021
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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Flying blind: The glaring absence of climate risks in financial reporting
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Report September 2021
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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Adapt to Survive: Why oil companies must plan for net zero and avoid...
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Report September 2021
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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Spiralling Disruption: The feedback loops of the energy transition
Energy Transition Analyst Note August 2021The 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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They only fill when they drill
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Analyst Note July 2021
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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Letter to the SEC on Climate Change Disclosures
Accounting, Audit, & Disclosure Analyst Note June 2021Recently, 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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Absolute Impact 2021: Why oil and gas ‘net zero’ ambitions are not...
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Analyst Note May 2021
Oil and gas companies are increasingly announcing new climate goals as they seek to maintain a social licence to...
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South Korea must take opportunity to end coal power and accelerate...
Power & Utilities Blog May 2021Ending 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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The Sky’s the Limit: Solar and wind energy potential is 100 times as...
Energy Transition Report April 2021Solar 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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End in Sight: How South Korea can force coal offline by 2028
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Analyst Note April 2021
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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A Tale of Two Share Issues: How fossil fuel equity offerings are losing...
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Analyst Note March 2021
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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Foot Off the Gas: Why Italy should invest in clean energy
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Report March 2021
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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Il rischio di andare a tutto gas: Perché l’Italia dovrebbe investire...
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Report March 2021
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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Foot off the Gas: Why the UK should invest in clean energy
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Report February 2021
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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Can a virus and viral ideas speed the world’s journey beyond fossil...
Analyst Notes Analyst Note February 2021Smart 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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Beyond Petrostates: The burning need to cut oil dependence in the energy...
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Report February 2021
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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Colorado drillers pay pennies on the dollar to plug oil wells
Accounting, Audit, & Disclosure Blog February 2021The 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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Kingsmill Bond on BBC News talking Joe Biden’s Presidency & the...
Energy Transition Blog January 2021Carbon 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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COP26: A chance to reset and eliminate obstacles – coal in sights
Power & Utilities Blog January 20212021 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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Groundhog Pay: How executive incentives trap companies in a loop of fossil...
Oil & Gas Analyst Note December 2020The 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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Shopping the Black Friday shale – North America’s oil and gas industry...
Oil & Gas Blog November 20202020 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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Nothing to lose but your chains: The emerging market transport leapfrog
Energy Transition Analyst Note November 2020Falling 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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How The Mighty Are Fallen – How Chasing Growth Destroyed Value In...
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Analyst Note October 2020
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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Fault Lines: How diverging oil and gas company strategies link to stranded...
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Report October 2020
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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Proposals to enhance climate-related disclosures by listed issuers and...
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Report October 2020
Carbon Tracker and Assurance Mark were given the opportunity to comment on the FCA’s above-referenced proposals (the...
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Vistra takes an important step in the clean energy transition, but still...
Power & Utilities Blog October 2020The 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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Billion Dollar Orphans: Why millions of oil and gas wells could become...
Oil & Gas Report October 2020There 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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Measuring and managing energy transition risk in the Philippines
Power & Utilities Blog September 2020As 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 Future’s Not in Plastics: Why plastics demand won’t rescue the oil...
Energy Transition Analyst Note September 2020The 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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Last Call – States’ final chance to avoid the clean-up tab for big...
Regulatory & Policy Blog July 2020The 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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Pipe Dreams: Why Canada’s proposed pipelines don’t fit in a...
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Analyst Note July 2020
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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Absolute Impact: Why oil majors’ climate ambitions fall short of...
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Analyst Note June 2020
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 Impair State: The Paris Agreement starts to impact oil & gas...
Oil & Gas Analyst Note June 2020The 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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Decline and Fall: The Size & Vulnerability of the Fossil Fuel System
Energy Transition Report June 2020The 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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Whack-A-Mole: Will South Korea’s coal power transition be undermined by...
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Report April 2020
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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Here’s why China’s post-COVID-19 stimulus must reject costly coal...
Power & Utilities Blog March 2020The piece originally was posted to the World Economic Forum website on March 18, 2020. The impact of China's previous...
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Fanning the Flames: How executives continue to be rewarded to produce more...
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Analyst Note March 2020
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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The Flip Side: Stranded Assets and Stranded Liabilities
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Analyst Note February 2020
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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Indonesia to replace one fifth of coal fleet with renewable energy
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Flash Note February 2020
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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Handbrake Turn: The cost of failing to anticipate an Inevitable Policy...
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Analyst Note January 2020
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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Powering down coal: The economic case for a global coal phase-out is...
Power & Utilities Blog December 2019Coal power is losing its economic footing. As detailed in Figure 1, according to Carbon Tracker analysis, which is based on...
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SSE aligns with Carbon Tracker’s Paris-compliant methodology for coal...
Coal Flash Note December 2019In 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 aligns with Carbon Tracker’s Paris-compliant methodology for...
Coal Flash Note December 2019Iberdrola 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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Balancing the Budget: Why deflating the carbon bubble requires oil &...
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Report November 2019
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 Annual Review 2018-2019
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Report October 2019
Carbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is...
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Land of the Rising Sun and Offshore Wind
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Report October 2019
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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Submission to Treasury Committee on Green Finance & Decarbonisation...
Regulatory & Policy Blog September 2019Carbon Tracker's Mike Knight submitted evidence to the Treasury Select Committee inquiry into the decarbonisation of the UK...
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Breaking the Habit – Why none of the large oil companies are...
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Report September 2019
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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Carbon Tracker, IEEFA and ICSC to help the Philippines with energy...
Power & Utilities Blog August 2019Last 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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Making it mainstream – CA100+ power utility profiles
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Analyst Note July 2019
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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UK Net Zero 2050 – good intentions, but aren’t we missing something?
Power & Utilities Blog May 2019The UK Climate Change Committee (CCC) has reported on its recommended targets for the UK to reduce its greenhouse gas emissions...
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Reporting for a Secure Climate: A model disclosure for upstream oil and gas
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Report May 2019
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: Concerned on Capex, Cagey on the Dwindling Carbon Budget
Regulatory & Policy Blog March 2019ConocoPhillips’ 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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The missing link – bridging the gap between emission targets and fossil...
Accounting, Audit, & Disclosure Blog February 2019To 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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Paying With Fire: How oil and gas executives are rewarded for chasing...
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Report February 2019
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: Why the politics of energy will follow the...
Energy Transition Analyst Note January 2019The 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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Scope for Improvement
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Analyst Note January 2019
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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Myths of the Energy Transition – Don’t Let Stranded Economic Thinking...
Energy Transition Blog December 2018In 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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Myths of the transition: Hard-to-abate sectors prevent an energy transition
Energy Transition Analyst Note December 2018Myth 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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Adding a Green Economy to a Brown Economy Does Not Equal Success.
Energy Transition Blog November 2018Our 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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Myths of the transition: The intermittency of renewables prevents an...
Energy Transition Analyst Note November 2018Myth 2. The intermittency of renewables will prevent the transition This is the second of the Energy Transition Myth Busters...
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Myths of the transition: Renewables are too small to matter
Energy Transition Analyst Note November 2018Myth 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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Economic and financial risks of coal power in Indonesia, Vietnam and the...
Coal Report October 2018Examining 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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Nowhere to hide: Using satellite imagery to estimate the utilisation of...
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Report October 2018
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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2020年愿景：为何化石燃料将在未来10年达峰
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Report September 2018
Download Infographics in Chinese...
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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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Explain to comply – how can oil and gas companies show alignment with...
Oil & Gas Blog September 2018One 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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Mobilising IOSCO to take action on the TCFD recommendations
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Report August 2018
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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Climate Change and the First Rule of Italian Driving
Accounting, Audit, & Disclosure Guest Blog July 2018Guest Blog from Greg Rogers, Co-founder, Eratosthenes LLC In a classic scene from the 1976 American comedy, The Gumball Rally,...
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2 Degrees of Separation: Company-level transition risk July 2018 update
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Report July 2018
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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Electric vehicles: The catalyst to further decarbonisation –...
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Analyst Note July 2018
EV Oil Demand Displacement Interactive Tool This report and accompanying interactive tool look exclusively at...
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Dispatch dogfight: will the EU ETS put gas in the money in 2018?
Carbon Markets Analyst Note June 2018Since 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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Répression du carbone
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Report May 2018
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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Under The Microscope: Are companies’ scenario analyses meeting...
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Report May 2018
This paper provides in-depth analysis of the company disclosure of the largest oil and gas companies: BP, Chevron, Conoco...
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Härteres Durchgreifen in Bezug auf Kohlenstoff
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Report May 2018
Die Lücke zu einem Paris-konformen EU-EHS schließen Die Schaffung dieser Angebotsknappheit könnte die Preise auf 15 €/t bis...
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From stressed to unviable: India’s renewables revolution is pushing coal...
Power & Utilities Blog May 2018One 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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Earth to investors: Paris Agreement requires one coal unit to close every...
Power & Utilities Blog May 2018Several financial institutions have recently announced they will stop funding new coal power projects, with HSBC being the...
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Carbon Clampdown: Closing the Gap to a Paris-compliant EU-ETS
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Report April 2018
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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Well Cooked? EOG Resources drops resolution on GHG emissions
Accounting, Audit, & Disclosure Blog April 2018An SEC decision allowed EOG Resources to exclude a shareholder resolution on GHG emissions A recent SEC decision allowing EOG...
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Falling Short – An assessment of ExxonMobil’s disclosure of...
Accounting, Audit, & Disclosure Report March 2018This is the first in a series of reports on company scenario analyses, focusing on ExxonMobil This paper seeks to assist...
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Trial and Error: Occidental’s first stab at climate-related risks
Accounting, Audit, & Disclosure Blog March 2018Summary 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 takes tentative steps on asset-level climate risk
Accounting, Audit, & Disclosure Blog March 2018Chevron’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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Kohle – mehr tot als lebendig
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Report February 2018
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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Facts still matter: FERC saves US energy consumer $1.4b pa by rejecting...
Coal Analyst Note January 2018Summary 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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Submission to BEIS on Streamlined Energy and Carbon Reporting proposal
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Report January 2018
Carbon Tracker's submission to the consultation phase of the Department of Business, Energy & Industrial Strategy's...
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Comments on the Environmental Audit Committee’s Green Finance inquiry
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Report December 2017
Carbon Tracker Initiative comments on the Environmental Audit Committee’s Green Finance inquiry We welcome the opportunity...
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Comments on SASB’s Proposed Changes to Provisional Standards
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Report December 2017
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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Electric Vehicle Tracker
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Analyst Note December 2017
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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A Time Machine for Climate Risk: bringing the future forward with 2˚C...
Regulatory & Policy Blog November 2017See 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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Margin call: Refining Capacity in a 2ᵒC world
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Report November 2017
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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Perry’s proposal to reregulate US power markets – $1.4b pa subsidy...
Coal Analyst Note October 2017The Notice of Proposed Rulemaking (NOPR) announced on September 29 will grant coal and nuclear units operating in organised...
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State of the transition: The roulette wheels of Las Vegas land on green
Energy Transition Blog September 2017What 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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No country for coal gen – Below 2°C and regulatory risk for US coal...
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Report September 2017
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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[es]Chasing the Dragon? China’s coal overcapacity crisis and what it...
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Report July 2017
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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2 degrees of separation – Transition risk for oil and gas in a low...
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Report June 2017
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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Industry opposes enhanced climate risk disclosure, concerned it will move...
Regulatory & Policy Blog May 2017Robert 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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追赶巨龙的脚步？ 中国的煤炭产能过剩危机及其对投...
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Report April 2017
...
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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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Carbon Tracker’s submission to the FSB Task Force on Climate-related...
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Report February 2017
In response to an enquiry from the G20, the Financial Stability Board produced a seminal report investigating the implications of...
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Expect the Unexpected: The Disruptive Power of Low-carbon Technology
Energy Transition Report February 2017This report was produced in partnership between Carbon Tracker and the Grantham Institute at Imperial College London. The...
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Blazing Saddles: Coal miners are galloping out of bankruptcy; will...
Power & Utilities Report January 2017Alpha Natural Resources, Peabody Energy Corp., and Arch Coal, Inc.—three of the four largest U.S. coal companies by annual...
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Financial Stability Board talks of climate change in a language investors...
Regulatory & Policy Blog January 2017Carbon 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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State of The Transition, November 2016: Steps forward continue to...
Energy Transition Guest Blog December 2016Guest post by Jeremy Leggett, Non-executive chairman of Carbon Tracker The global energy transition remains in...
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Chasing the Dragon? China’s coal overcapacity crisis and what it means...
Power & Utilities Report November 2016China is currently building more coal plants than it needs and in doing so is misallocating capital at an unprecedented...
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Latest IEA Outlook outlines an accelerated low-carbon transition
Energy Transition Blog November 2016WEO 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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Sinn und Sensitivität: Wertzuwachs mit einem 2˚C-Portfolio
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Report September 2016
Unabhängige Stresstests belegen: Große Erdölkonzerne könnten durch Übernahme des 2°C-Pfades Wertsteigerungen...
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碳敏感度与 经济意义： 采取 2D 组合， 实现价值最大化
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Report September 2016
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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Sens et sensibilité : maximiser la valeur avec un portefeuille 2°C
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Report September 2016
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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Submission to SEC on Property Disclosures for Mining Registrants
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Report September 2016
In response to the US Securities and Exchange Commission (SEC) Release No. 33-10098, "Modernization of Property Disclosures for...
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Carbon Tracker’s submission to the US Securities and Exchange...
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Report July 2016
In response to the SEC's Concept Release on Business and Financial Disclosure, Carbon Tracker submitted comments, identifying...
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Engaging for a low carbon transition
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Report July 2016
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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Enough Already: Meeting 2°C Powder River Basin Coal Demand Without...
Power & Utilities Report July 2016In 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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No Rhyme or Reason – Unreasonable projections in a world confronting...
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Report July 2016
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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Shell climate disclosures: Déjà vu?
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Report May 2016
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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Carbon Tracker Submission to FSB-TCFD Phase 1 Consultation
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Report May 2016
In April 2016, the Financial Stability Board’s Task Force on Climate-Related Financial Disclosures published a report on Phase...
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Sense and Sensitivity: Maximising Value with a 2D Portfolio
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Report May 2016
Oil majors could be worth up to $140 billion more by aligning production with climate targets
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Carbon Tracker’s submission to UK Department of BIS consultation:...
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Report April 2016
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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Beyond the Shale: Aboard the Price Rollercoaster
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Report April 2016
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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Carbon Tracker’s submission to the Parliament of Australia’s Senate...
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Report March 2016
In February 2016, we were invited to contribute to the Australian Senate Economics References Committee’s inquiry into carbon...
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China’s 13th Five Year Plan offers no hope for coal markets, further...
Power & Utilities Blog March 2016The 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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Full Disclosure: Why Chevron Needs to Stress-Test the Business at...
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Report March 2016
This paper examines Chevron’s current disclosures in the context of Carbon Tracker’s April 2015 Blueprint, where we...
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Carbon Tracker & Sandbag written evidence on EAC Inquiry on...
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Report February 2016
UK Environmental Audit Committee inquiry: Sustainability and HM Treasury The cross-departmental Environmental Audit Committee...
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Carbono Intocável: A bolha de carbono vai pegar o Brasil?
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Report February 2016
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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Considerations for reporting and disclosure in a carbon-constrained world
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Report January 2016
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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Keystone XL was a monumental turning point…and now Obama is taking on...
Power & Utilities Blog January 2016Shelagh 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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...
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Report December 2015
智库组织碳追踪计划（Carbon Tracker Initiative...
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Recommended Strategic Risk Engagement Principles for Fossil Fuel Companies
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Report December 2015
In 2011, Carbon Tracker asked whether the world’s capital markets were carrying a “carbon bubble”. Further analysis...
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座礁資産2兆ドルが危険域に
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Report December 2015
...
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Die 2 Billionen Dollar teure Gefahrenzone für verlorene Investitionen:...
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Report December 2015
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
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Report December 2015
Zone de danger des 2 mille milliards de dollars d’actifs dévalorisés Les compagnies de combustibles fossiles...
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The $2 trillion stranded assets danger zone: How fossil fuel firms risk...
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Report November 2015
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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Carbon Tracker’s submission to HM Treasury consultation on energy...
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Report November 2015
In late 2015, the U.K.’s economic and finance ministry sought public responses to a consultation concentrated on simplifying...
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炭素供給の費用曲線 石油への資本的支出における...
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Report November 2015
...
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炭素供給の費用曲線 天然ガスへの資本的支出における...
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Report November 2015
...
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炭素供給の費用曲線 石炭への資本的支出における...
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Report November 2015
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الكربون غير المحترق 2013 : رأس المال...
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Report November 2015
يشير الإنفاق السنوي الذي تبلغ قيمه 674 مليار دولار أمريكي على أصول...
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نحنيات تكلفة عرض الكربون: تقييم المخاطر...
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Report November 2015
283 مليار دولار من الغاز الطبيعي المسال "غير مجد اقتصاديا" لغاية 2025
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منحنيات تكلفة عرض الكربون: تقييم المخاطر...
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Report November 2015
هناك حاجة لقيام المستثمرين بتحدي ما يصل إلى 1.1 تريليون دولار أمريكي من...
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منحنيات تكلفة عرض الكربون: تقييم المخاطر...
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Report November 2015
يويورك، 22 سبتمبر 2014: يحدد بحث جديد اصدرته مبادرة Carbon Tracker اليوم مخاطر...
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Carbono incombustível 2013: Capital desperdiçado e ativos improdutivos
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Report November 2015
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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Curvas de custo da oferta de carbono: Avaliação do risco financeiro com...
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Report November 2015
O estudo global sobre gás identifica 283 mil milhões de dólares em possíveis projetos de gás natural liquefeito (GNL) até...
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Curvas de custo da oferta de carbono: Avaliação do risco financeiro nas...
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Report November 2015
A análise de risco assinala que muitos projetos petrolíferos com custos mais altos encontram-se num ponto demasiado alto na...
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Curvas de custo da oferta de carbono: Avaliação do risco financeiro das...
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Report November 2015
Uma nova investigação publicada hoje pela Carbon Tracker Initiative (CTI) descortina grandes riscos financeiros para os...
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Carbono inquemable 2013: Capital desperdiciado y activos inmovilizados
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Report November 2015
El gasto anual de 674 000 millones de dólares en activos de combustibles fósiles «inquemables» señala la incapacidad de...
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Curvas de costes del suministro de carbono: Evaluación del riesgo...
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Report November 2015
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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Curvas de costes del suministro de carbono: Evaluación del riesgo...
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Report November 2015
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: Evaluación del riesgo...
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Report November 2015
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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煤炭上限： 中国动力煤能源政策 和金融影响
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Report October 2015
目录 序言 1.背景:...
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Lost in Transition: How the energy sector is missing potential demand...
Energy Transition Report October 2015This report is designed to challenge the conventional thinking and linear models which dominate the current scenarios for energy...
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燃やせない炭素2013 資本浪費と座礁資産
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Report October 2015
「燃やせない」化石燃料資産に対する年間6740...
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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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Kostenkurven der Kohlenstoffförderung: Bewertung der Finanzrisiken von...
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Report October 2015
Der Trend weg von der Kraftwerkskohle – Teure neue Minen sind für Investoren unrentabel Eine neue Studie der Carbon Tracker...
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碳供应成本曲线： 根据石油资本支出评估金融风险
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Report October 2015
...
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碳供应成本曲线： 根据天然气资本支出 评估金融风险
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Report October 2015
...
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碳供应成本曲线： 根据煤炭资本支出 评估金融风险
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Report October 2015
...
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不可燃碳（2013） 浪费的资金与搁浅的资产
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Report October 2015
...
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Kostenkurven der Kohlenstoffförderung: Bewertung der Finanzrisiken von...
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Report October 2015
283 Mrd. $ Flüssigerdgas 'unwirtschaftlich‘ bis 2025
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Kostenkurven der Kohlenstoffförderung: Bewertung der Finanzrisiken von...
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Report October 2015
Investoren müssen Ölinvestitionen in Höhe von 1,1 Billionen $ für das nächste Jahrzehnt hinterfragen
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Unantastbarer Kohlenstoff 2013: Verschwendetes Kapital und verlorene...
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Report October 2015
Investitionen von 674 Mrd. $ in 'unantastbare‘ fossile Brennstoffvorräte zeugen von Blindheit gegenüber enormen Finanzrisiken
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Carbone non exploitable 2013 : capital gaspillé et actifs dévalorisés
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Report October 2015
La quantité de combustibles fossiles cotés sur les marchés de capitaux mondiaux est supérieure à celle pouvant être...
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Courbes d’offre du carbone: Évaluer le risque financier des dépenses...
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Report October 2015
Quel est le risque financier des dépenses d’investissement consacrées au pétrole?
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Courbes d’offre du carbone : Évaluer le risque financier des dépenses...
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Report October 2015
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 : Évaluer le risque financier pour les...
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Report October 2015
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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Carbon Supply Cost Curves: Evaluating Financial Risk to Gas Capital...
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Report July 2015
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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Fossil Fuel companies failing legal duty to report climate risk
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Report June 2015
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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The Carbon Tracker Initiative’s Submission to the Capital Markets Union...
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Report May 2015
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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U.S. shale oil and gas: Going over the hedge?
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Report May 2015
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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Capex Tracker. A lead indicator of global warming
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Report February 2015
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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Letter to the U.S. Securities and Exchange Commission
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Report February 2015
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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Responding to IHS / IPIECA: Focus on Oil & Gas Capex
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Report January 2015
During 2014, following in the footsteps of Shell and ExxonMobil, oil and gas industry association IPIECA published a “fact...
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How the oil price collapse can deliver the boost the green economy needs
Oil & Gas Blog January 2015Carbon 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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Recognising Risk, Perpetuating Uncertainty. A baseline survey of climate...
Accounting, Audit, & Disclosure Report October 2014In 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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Responding to Shell: An Analytical perspective
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Report July 2014
Shell underestimates risk for up to $77 bln of high cost oil projects The Carbon Tracker Initiative (CTI) and Energy...
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Carbon Constraints Cast A Shadow Over The Future Of Coal Industry
Power & Utilities Report July 2014This 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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Carbon Supply Cost Curves: Evaluating Financial Risk to Oil Capital...
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Report May 2014
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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Response to Exxon: An Analytical perspective
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Report March 2014
Exxon: Is business as normal the right strategy? Earlier this month, ExxonMobil published a document entitled, “Energy and...
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Keystone XL (KXL) pipeline: The ‘significance’ trap
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Report March 2014
Carbon Tracker respond to the US Department of State's Final Supplemental Environmental Impact Statement (FSEIS) with our new...
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Carbon Tracker’s letter to FASB – December 2013
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Report December 2013
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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Carbon Avoidance: Accounting for emissions hidden in reserves
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Report October 2013
This new research from Carbon Tracker and the Association of Chartered Certified Accountants reveals that current financial...
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Unburnable Carbon: Is Brazil avoiding the carbon bubble
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Report June 2013
The fourth in the series of Carbon Tracker's Unburnable Carbon reports, focuses on Brazil - a country with the fascinating...
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Wasted capital and Stranded Assets
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Report April 2013
This new research from Carbon Tracker and the Grantham Research Institute on Climate Change and the Environment at LSE calls...
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What A Carbon-Constrained Future Could Mean For Oil Companies’...
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Report March 2013
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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Unburnable Carbon: Are the World’s Financial Markets Carrying a...
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Report July 2011
This is the original report which pioneered the concept of the 'Carbon Bubble'. This award-winning analysis by Carbon...
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