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We carry out scenario analysis and research to examine and understand how potential changes to supply and demand will impact the future of fossil fuel-exposed companies and projects. This analysis helps the investment community better understand the financial implications of tackling climate change
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Curb Your Enthusiasm: Bridging the gap between the...
Decline and Fall: The Size & Vulnerability of the...
Still Flying Blind: The Absence of Climate Risk in...
Electric Utilities: 2023 Assessments for Climate...
After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. Polling shows he...
Read MoreEnergy 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...
Read More2024: 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...
Read MoreCarbon Tracker Initiative is one of four data providers to the Climate Action 100+ Net Zero Company Benchmark. The Benchmark...
Read MoreThe UK will phase-out new ICE vehicle sales by 2035, but an incoherent battery strategy puts the relevance of the UK automotive...
Read MoreNavigating Peak Demand: the oil and gas industry enters its post-imperial age Most things may never happen: this one...
Read MorePetroStates of Decline: oil and gas producers face growing fiscal risks as...
Analyst Note December 2023Transition risks for petrostates are higher than ever This report, an update of our 2021 Beyond Petrostates report, finds that...
Read MoreRecently, Climate Action 100+ launched its updated Net Zero Company Benchmark and related Alignment Assessments for the 170+...
Read MoreTo 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...
Read MorePoorly performing Auto Loan ABS has the potential to put the brakes on bond holder returns and automaker cashflow In developed...
Read MoreMajor oil and gas companies still have choices about how to minimise the risk of having stranded assets, for now. Early in...
Read MoreEnergy 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...
Read MoreInvestors 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...
Read MoreBlog 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...
Read MoreCompared with the somewhat more benign backdrop to COP26 and Glasgow 12 months ago, the political conditions underpinning COP27...
Read MoreOver $1 trillion of oil & gas assets risk becoming stranded as a result of policy action on climate and the rise in...
Read MoreNone of the CA100+ focus companies within upstream oil & gas production or coal & gas-powered electricity generation have...
Read MoreExxonMobil 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...
Read MoreAs a candidate President Biden spoke of the need to act on climate change and said, “it requires action, not denial…...
Read MoreAfter months of legislative negotiations, the $1.2 trillion Infrastructure bill made it through Congress and was signed by...
Read MoreThe world has changed a lot since Paris; so too should the logic of climate mitigation. Mitigating climate change is no longer...
Read MoreFossil fuel-reliant countries could see a drop of 51% in government oil and gas revenues in a shift to a low-carbon world over...
Read MoreGuest post by Carbon Tracker advisory board member Nick Robins - reposted with permission from the author If there is one...
Read MoreA key tipping point was reached in 2019. Global demand for fossil fuels peaked and is unlikely ever to recover to its pre-crisis...
Read MoreAlthough coal has long been viewed as the cheapest way to power the global economy, this is no longer the case. New renewable...
Read MoreThe COVID-19 pandemic shut economies, disrupted established global production chains and pressed an indefinite pause on the...
Read MoreI 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...
Read MoreCOVID-19 is crippling economies and creating turmoil in financial markets. This note gives our outlook for coal generation in...
Read MoreCOVID-19 continues to shake the global economy, and energy markets are no exception. Oil in particular finds itself caught...
Read MoreHere’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...
Read MoreCoal developers risk wasting more than $600 billion because it is already cheaper to generate electricity from new renewables...
Read MoreIn this report, we look at the Inevitable Policy Response (IPR), which models the potential impacts of delayed tough...
Read MoreFalling renewable costs and intermittency solutions drive a tipping point for the Inevitable Policy Response The Inevitable...
Read MoreAt Carbon Tracker - our research focus is the impact of climate change on financial markets. Our global coal report, Powering...
Read MoreClimate Action 100+ power utility profiles for mainstream investors to align with Paris and manage energy transition...
Read MoreThe following piece originally was posted to Oilprice.com on March 3, 2019. It is reprinted with permission. Investors are...
Read MoreThere is growing attention on the potential impacts of climate-related risks on the upstream oil and gas sector A 2019 report by...
Read MoreThe 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...
Read MoreAdding 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...
Read MoreBy Paul Spedding BP chief executive Bob Dudley is at risk of being branded an altruist if his “Oil and Money” speech to...
Read MoreThis study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
Read MoreIf you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
Read MoreChina is currently building more coal plants than it needs and in doing so is misallocating capital at an unprecedented rate. As...
Read MoreExplore the report webpage: 2degreeseparation.com This report, produced by Carbon Tracker, Principles for Responsible...
Read MoreFormer UN climate change chief Christiana Figueres brings new urgency to the global climate conversation with a campaign to...
Read MoreChasing 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...
Read MoreU.S. and European oil and gas companies are under increasing pressure from shareholders to stress test their businesses against a...
Read MoreA series of recent Forbes articles intend to cast doubt on the relevance of stranded asset risks to investors. Mark Fulton,...
Read MoreIn 2016, the Kingdom of Saudi Arabia has a major opportunity to develop a new industry, an opportunity that became something of...
Read MoreStranded Assets a Response: Myth or Reality? Late last year respected British economist Dieter Helm dismissed the concept of...
Read MoreThe data is clear – the energy transition is underway, and the direction of travel is away from fossil fuels. But not everyone...
Read More“First they ignore you, then they laugh at you, then they fight you, then you win.” Mahatma Gandhi I recently attended a...
Read MoreFirst appeared in BusinessGreen Through our pioneering “Carbon Bubble” work we used a simple idea and easy numbers to...
Read MoreFirst appeared in BusinessGreen As the world’s top financiers gather in Paris ahead of International Climate Finance Day on...
Read MoreFirst appeared in BusinessGreen Ahead of the Paris climate talks the burning question for policy makers and investors is how...
Read MoreCarbon Tracker comment on US-China climate change agreement “For Carbon Tracker, today’s announcement of the “joint...
Read MoreThis new research from Carbon Tracker and the Grantham Research Institute on Climate Change and the Environment at LSE calls...
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