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We carry out scenario analysis to examine and understand how potential changes to supply and demand will impact the future of fossil fuel-exposed companies and projects. This analysis helps the investment community better understand the financial implications of tackling climate change

Coal Flash Note 11 December 2019

SSE aligns with Carbon Tracker’s...

In November, SSE confirmed that its remaining hard coal units at Fiddler’s Ferry power plant in the UK will close by 31 March 2020....
Blog 27 November 2019

The Urgent Case for A Green New Deal

Economist Ann Pettifor is one of several leading thinkers publishing books on the Green New Deal (GND) this year. However unlike her...

Apocoalypse Now

Analyst Notes Analyst Note October 2019

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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The Decline Rate Delusion

Energy transition Analyst Note April 2019

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

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When capex met climate

Climate risk disclosure Blog February 2019

BP and Glencore announce plans to link fossil fuel investments to Paris Agreement goals 2019 is shaping up to be the year in...

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Scope for Improvement

Oil 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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Electric Vehicle Tracker

Oil 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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Statoil: U-turn on EVs?

Energy transition Blog June 2017

Does the oil major’s 2017 Energy Perspectives mark new thinking for the company? On June 8th, Statoil published the 2017...

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Here comes the sun

Coal Blog May 2017

Cost reductions of India’s solar revolution should serve as a warning to coal investors This week solar PV prices in India...

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