Carbon Tracker is an independent financial think tank that carries out in-depth analysis on the impact of the energy transition on capital markets and the potential investment in high-cost, carbon-intensive fossil fuels.
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Poorly performing Auto Loan ABS has the potential to put the brakes on bond holder returns and automaker...
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Given the very large size of Shell’s hydrocarbon assets on the balance sheet, to...
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Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the fixed income space as...
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Transition Plan Analysis In this note Will Grainger, our Senior North American Power and Utilities...
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In this edition of our Transition Files Journal, we celebrate our coverage of US Power and Utilities...
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Given the very large size of Shell’s hydrocarbon assets on the balance sheet, to...
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Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the fixed income space as...
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Transition Plan Analysis (TPA) Level 2 Despite differing views on climate change, it cannot escape...
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Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
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Transition Plan Analysis In this note Will Grainger, our Senior North American Power...
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Uniper SE Uniper’s transition to net zero is not aligned with the goals of the Paris Agreement. ...
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RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. ...
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CEZ a.s CEZ’s transition to net zero by 2040 is not fully aligned with the goals of the Paris...
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Shell recently published its first Energy Transition Progress Report. The document has...
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Third Point, the US activist hedge fund, has recently proposed a significant change to the corporate...
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In this edition of our Transition Files Journal, we celebrate our coverage of US Power...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash...
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Companies around the world are setting net zero by 2050 targets. Despite that, our...
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As the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding proposals, and goes...
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As automotive companies start to release their annual reports for FY2022 we take look at how they...
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Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
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Key Findings: Shell has made a significant effort to improve the amount, depth and...
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In response to state regulations, Colorado oil and gas well operators have submitted their financial...
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Response to the Financial Conduct Authority’s Consultation Paper “Sustainability Disclosure Requirements...
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In 2021, Carbon Tracker published its first report about the degree to which companies had disclosed taking...
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With approximately 2.1 million abandoned wells across the U.S., there is growing concern...
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The International Sustainability Standards Board’s Exposure Drafts “IFRS S1 General Requirements for...
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Recently, we submitted a letter in response to the Securities and Exchange Commission’s (SEC) Public Input...
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The value of share offerings in fossil fuel producing and related companies dropped by $123 billion in the...
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Companies around the world are setting net zero by 2050 targets. Despite that, our...
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As automotive companies start to release their annual reports for FY2022 we take look at how they...
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Auditors play a vital role in contributing to the efficiency of financial markets. Their audits provide an...
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Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
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As the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding...
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In early 2022, Colorado overhauled its financial assurance rules for oil and gas companies in a rulemaking...
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This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a...
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None of the CA100+ focus companies within upstream oil & gas production or coal & gas-powered...
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This article was first published by Brink News, with thanks to Thomas Carver. The...
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Guest Blog from Greg Rogers, Co-founder, Eratosthenes LLC In a classic scene from the 1976 American...
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Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the...
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With UK and European leaders continuing to ponder the long-term future of power market design, common themes...
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In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon...
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There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the...
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Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the...
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The war in Ukraine is a further example of the inherent fragility of the world fossil fuel system. It is...
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Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a...
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The risks associated with gas infrastructure investment have never been higher This report continues our...
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In September 2020, the People’s Republic of China announced targets of peaking...
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Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has...
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Amidst an energy crisis and a power supply crunch, the Japanese power sector is today experiencing...
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RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. ...
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According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged...
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In November, SSE confirmed that its remaining hard coal units at Fiddler’s Ferry power plant in the UK...
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Iberdrola announced at the opening of the United Nations Framework Convention on Climate Change (COP25)...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
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With UK and European leaders continuing to ponder the long-term future of power market...
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There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the...
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Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This...
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This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a...
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This article was first published by Brink News, with thanks to Thomas Carver. The...
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California’s oil and gas producing resources have been in overall decline for nearly...
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Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the...
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In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon...
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With oil and gas firms announcing executive pay packages, some have come under fire for the bumper payouts...
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California’s oil and gas producing resources have been in overall decline for nearly...
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Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
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Decarbonising CCGT, grids & Scope 3 Emissions Engie needs to consider retiring merchant CCGT...
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Transition Plan Analysis: For Naturgy to be fully aligned with the goals of the Paris Agreement, five...
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Many leading asset managers’ investment practices deviate from climate...
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In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon...
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Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has...
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The energy transition is fundamentally shifting the way oil and gas companies operate; as demand falls for...
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When a well is drilled, a legal obligation to plug the well and reclaim the surface is...
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Summary As the Colorado Oil and Gas Conservation Commission’s (COGCC) seeks to fulfill its statutory...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
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With oil and gas firms announcing executive pay packages, some have come under fire for...
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There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the...
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This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a...
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This year has seen the fundamental dynamics of global energy markets turned completely on their head. A...
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This article was first published by Brink News, with thanks to Thomas Carver. The...
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This blog originally appeared on the IEEFA website By Tom Sanzillo, Kathy Hipple and Clark...
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Poorly performing Auto Loan ABS has the potential to put the brakes on bond holder...
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As automotive companies start to release their annual reports for FY2022 we take look at how they...
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Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This...
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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...
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Poorly performing Auto Loan ABS has the potential to put the brakes on bond holder...
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This report is an assessment of automotive company alignment to the Paris Agreement and their position...
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As automotive companies start to release their annual reports for FY2022 we take look...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
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Download Infographic Here The energy transition may well be determined by the phenomenon...
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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...
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The fossil fuel industry is sleep-walking into an era of increasing risks of asset...
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Companies around the world are setting net zero by 2050 targets. Despite that, our analysis shows that of...
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Net Zero has become an energy transition delay tactic, driven by incumbents, but it is unlikely to work - ...
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In this edition of our Transition Files Journal, we celebrate our coverage of US Power and Utilities...
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Transition Plan Analysis (TPA) Level 2 Despite differing views on climate change, it...
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Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
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Transition Plan Analysis (TPA) Level 1 Despite differing views on climate change, it cannot escape...
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Decarbonising CCGT, grids & Scope 3 Emissions Engie needs to consider retiring merchant CCGT...
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The fossil energy system is falling over the edge of the demand cliff. 2019 was likely...
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Smart investments and viral ideas in pandemic recovery and contagious new tools for deeper, cheaper energy...
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Falling battery prices and the decarbonisation of transport systems in emerging markets will reduce...
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The oil and petrochemical industries are betting their future growth prospects on demand for plastics. But...
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Companies around the world are setting net zero by 2050 targets. Despite that, our...
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Viewed as an established authority on the latest energy trends, the annual World Energy Outlook (WEO) informs...
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In this edition of our Transition Files Journal, we celebrate our coverage of US Power...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash...
Read More
The fossil fuel industry is sleep-walking into an era of increasing risks of asset...
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Net Zero has become an energy transition delay tactic, driven by incumbents, but it is unlikely to work - ...
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Major oil and gas companies still have choices about how to minimise the risk of having stranded assets, for...
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There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the...
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Market-based pricing for gas saved EU consumers billions – until this winter's energy...
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Guest post by Jeremy Leggett, Non-executive chairman of Carbon Tracker The global energy...
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California’s oil and gas producing resources have been in overall decline for nearly...
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Given the very large size of Shell’s hydrocarbon assets on the balance sheet, to convert Shell into a...
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Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the...
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The midstream sector is a crucial link in the oil and gas supply chain; like the industry at large it faces a...
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California’s oil and gas producing resources have been in overall decline for nearly...
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Given the very large size of Shell’s hydrocarbon assets on the balance sheet, to convert Shell into a...
Read More
Transition Plan Analysis (TPA) Level 2 Despite differing views on climate change, it cannot escape...
Read More
Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
Read More
Many leading asset managers’ investment practices deviate from climate...
Read More
The energy transition is fundamentally shifting the way oil and gas companies operate; as demand falls for...
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Colorado’s new financial assurance rules will help mitigate orphan well risk, but the benefits are blunted...
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When oil companies defer saving for asset retirement obligations (AROs), the liabilities...
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The midstream sector is a crucial link in the oil and gas supply chain; like the industry...
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Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin...
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The energy transition threatens companies involved in the downstream refining sector whose revenue is...
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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...
Read More
In this edition of our Transition Files Journal, we celebrate our coverage of US Power...
Read More
The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash...
Read More
Major oil and gas companies still have choices about how to minimise the risk of having...
Read More
With oil and gas firms announcing executive pay packages, some have come under fire for the bumper payouts...
Read More
There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the...
Read More
Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This...
Read More
This article was first published by Brink News, with thanks to Thomas Carver. The...
Read More
This blog originally appeared on the IEEFA website By Tom Sanzillo, Kathy Hipple and Clark...
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By Paul Spedding BP chief executive Bob Dudley is at risk of being branded an altruist if his “Oil and...
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In September 2020, the People’s Republic of China announced targets of peaking...
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Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has...
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RWE is bringing forward the closure of 3.1GW of lignite capacity at Niederaussem K, Neurath F & G from...
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PGE PGE’s planned transition to net zero is not aligned with the goals of the Paris Agreement. PGE...
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RWE is bringing forward the closure of 3.1GW of lignite capacity at Niederaussem K,...
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PGE PGE’s planned transition to net zero is not aligned with the goals of the Paris Agreement. PGE...
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Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a...
Read More
Renewables continue to increase their cost competitiveness versus coal, with 27% of the global coal fleet...
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In September 2020, the People’s Republic of China announced targets of peaking...
Read More
Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has...
Read More
Uniper SE Uniper’s transition to net zero is not aligned with the goals of the Paris Agreement. ...
Read More
RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. ...
Read More
According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged...
Read More
In November, SSE confirmed that its remaining hard coal units at Fiddler’s Ferry power plant in the UK...
Read More
Iberdrola announced at the opening of the United Nations Framework Convention on Climate Change (COP25)...
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We welcome the recent announcement that South Africa has struck a deal to access...
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Ending the use of coal for power generation in South Korea by 2028 is not only possible but also the most...
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2021 is a year of opportunity; one of resetting, reshaping and a chance to remove distortions that hinder an...
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As part of a UK government-funded project to support the Philippines power sector stakeholders navigate the...
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Amidst an energy crisis and a power supply crunch, the Japanese power sector is today...
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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...
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Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy...
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Market counts down to the MSR The EU carbon market has been the hottest commodity market in the world over...
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Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to...
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Market counts down to the MSR The EU carbon market has been the hottest commodity market in the world over...
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Closing the Gap to a Paris-compliant EU-ETS Carbon pricing, whether via cap-and-trade schemes or taxes, is...
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Amidst an energy crisis and a power supply crunch, the Japanese power sector is today...
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Since the start of the year, EU carbon has doubled in value, raising the possibility of coal to gas switching...
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On June 30, the U.S. Supreme Court ruled that the EPA does not have authority, under the...
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If you read just one thing this year…… first, it’s December! What took you so long?......second,...
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This note responds to claims made by Exxon Mobil (Exxon) in a...
Read More6 June | Online “Due to the automotive energy transition, poorly...
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Big asset owners could walk if managers fail to reflect climate...
Read MoreAnalysis for upwards of ~65 companies in the Oil & Gas and Power & Utilities sectors, demonstrating...
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