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Aligning capital market actions with climate reality
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.
Our Latest Research


Blindspot: Auto Loan ABS An Asset-Backed Insecurity?
Poorly performing Auto Loan ABS has the potential to put the brakes on bond holder returns and automaker...
Read MoreOur Research
View all our researchGiven the very large size of Shell’s hydrocarbon assets on the balance sheet, to...
Read MoreTransition Plan Analysis (TPA1) – EDF SA: Nuclear funding gap for renewables
Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the fixed income space as...
Read MoreNextEra – NEE and the Sunshine Band
Transition Plan Analysis In this note Will Grainger, our Senior North American Power and Utilities...
Read MoreThe Transition Files: periodic thoughts and views on companies, industries and energy transition – Volume 2
In this edition of our Transition Files Journal, we celebrate our coverage of US Power and Utilities...
Read MoreGiven the very large size of Shell’s hydrocarbon assets on the balance sheet, to...
Read MoreTransition Plan Analysis (TPA1) – EDF SA: Nuclear funding gap for renewables
Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the fixed income space as...
Read MoreExxonMobil – The Existential Crisis
Transition Plan Analysis (TPA) Level 2 Despite differing views on climate change, it cannot escape...
Read MoreSHELL – Will Shell’s Energy Transition Strategy Change Under Its New CEO?
Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
Read MoreNextEra – NEE and the Sunshine Band
13 April 2023Transition Plan Analysis In this note Will Grainger, our Senior North American Power...
Read MoreCorporate Research: Uniper SE – Restructuring due but let’s not forget decarbonisation
Uniper SE Uniper’s transition to net zero is not aligned with the goals of the Paris Agreement. ...
Read MoreCorporate Research: RWE AG – Talking the talk, but will need to walk the walk
RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. ...
Read MoreCorporate Research: CEZ a.s – Restructuring due; urgent need for renewables
CEZ a.s CEZ’s transition to net zero by 2040 is not fully aligned with the goals of the Paris...
Read MoreShell’s Energy Transition Progress Report: Still lacking absolute emissions Scope 3 interim targets
06 May 2022Shell recently published its first Energy Transition Progress Report. The document has...
Read MoreShell and Third Point: Spinning (Off) the Sector
Third Point, the US activist hedge fund, has recently proposed a significant change to the corporate...
Read MoreThe Transition Files: periodic thoughts and views on companies, industries and energy transition – Volume 2
13 April 2023In this edition of our Transition Files Journal, we celebrate our coverage of US Power...
Read MoreThe Transition Files: periodic thoughts and views on companies, industries and energy transition
The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash...
Read MoreTalking the talk but not walking the walk – The absence of net zero financial disclosures
16 May 2023Companies around the world are setting net zero by 2050 targets. Despite that, our...
Read MoreStanding at the crossroads: Colorado Commissioners facing difficult bonding decisions
As the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding proposals, and goes...
Read MoreDriving in the Dark: Why automotive companies need to shed light on climate impacts in FY2022 financial reporting
As automotive companies start to release their annual reports for FY2022 we take look at how they...
Read MoreSHELL – Will Shell’s Energy Transition Strategy Change Under Its New CEO?
Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
Read MoreKey Findings: Shell has made a significant effort to improve the amount, depth and...
Read MoreColorado Bonding Reviews
In response to state regulations, Colorado oil and gas well operators have submitted their financial...
Read MoreResponse to the FCA’s Consultation Paper
Response to the Financial Conduct Authority’s Consultation Paper “Sustainability Disclosure Requirements...
Read MoreStill Flying Blind: The Absence of Climate Risk in Financial Reporting
In 2021, Carbon Tracker published its first report about the degree to which companies had disclosed taking...
Read MoreA New Theory of ARO Creditor Rights
11 January 2023With approximately 2.1 million abandoned wells across the U.S., there is growing concern...
Read MoreLetter to ISSB on Sustainability- and Climate-related Disclosures
The International Sustainability Standards Board’s Exposure Drafts “IFRS S1 General Requirements for...
Read MoreLetter to the SEC on Climate Change Disclosures
Recently, we submitted a letter in response to the Securities and Exchange Commission’s (SEC) Public Input...
Read MoreA Tale of Two Share Issues: How fossil fuel equity offerings are losing investors billions
The value of share offerings in fossil fuel producing and related companies dropped by $123 billion in the...
Read MoreTalking the talk but not walking the walk – The absence of net zero financial disclosures
16 May 2023Companies around the world are setting net zero by 2050 targets. Despite that, our...
Read MoreDriving in the Dark: Why automotive companies need to shed light on climate impacts in FY2022 financial reporting
As automotive companies start to release their annual reports for FY2022 we take look at how they...
Read MoreMind the audit gap
Auditors play a vital role in contributing to the efficiency of financial markets. Their audits provide an...
Read MoreDrilling down: The importance of understanding projected oil and gas prices used in financial reporting
Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin...
Read MoreThe Transition Files: periodic thoughts and views on companies, industries and energy transition
25 October 2022The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
Read MoreAs the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding...
Read MoreShining a Light on Colorado’s Financial Assurance Plans
In early 2022, Colorado overhauled its financial assurance rules for oil and gas companies in a rulemaking...
Read MoreInvestors Need to Look Carefully at Stranded Asset Risks
This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a...
Read MoreCA100+ a long way from destination
None of the CA100+ focus companies within upstream oil & gas production or coal & gas-powered...
Read MoreInvestors Need to Look Carefully at Stranded Asset Risks
27 January 2023This article was first published by Brink News, with thanks to Thomas Carver. The...
Read MoreClimate Change and the First Rule of Italian Driving
Guest Blog from Greg Rogers, Co-founder, Eratosthenes LLC In a classic scene from the 1976 American...
Read MoreTransition Plan Analysis Despite nationalisation, EDF remains a major issuer in the...
Read MorePricing signals for low-carbon flexibility vital for future power market design
With UK and European leaders continuing to ponder the long-term future of power market design, common themes...
Read MoreBalancing Act: Stranded Assets and Flexibility in China’s Power Sector
In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon...
Read MoreEnergy Transition’s clean technologies are empowering an industrial policy revolution
There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the...
Read MoreTransition Plan Analysis Despite nationalisation, EDF remains a major issuer in the...
Read MoreAfrican Sun: Why Solar Not Gas Offers Continent the Best Economic Opportunity in the Transition
The war in Ukraine is a further example of the inherent fragility of the world fossil fuel system. It is...
Read MoreUkraine FAQs
Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a...
Read MoreStop Fuelling Uncertainty: Why Asia should avoid the LNG trap
The risks associated with gas infrastructure investment have never been higher This report continues our...
Read MoreIn September 2020, the People’s Republic of China announced targets of peaking...
Read MoreMarginal Call
Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has...
Read MorePut a price on it: The case for more effective carbon pricing in Japan
Amidst an energy crisis and a power supply crunch, the Japanese power sector is today experiencing...
Read MoreCorporate Research: RWE AG – Talking the talk, but will need to walk the walk
RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. ...
Read MoreIndonesia to replace one fifth of coal fleet with renewable energy
03 February 2020According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged...
Read MoreSSE aligns with Carbon Tracker’s Paris-compliant methodology for coal power
In November, SSE confirmed that its remaining hard coal units at Fiddler’s Ferry power plant in the UK...
Read MoreIberdrola aligns with Carbon Tracker’s Paris-compliant methodology for coal power
Iberdrola announced at the opening of the United Nations Framework Convention on Climate Change (COP25)...
Read MoreThe Transition Files: periodic thoughts and views on companies, industries and energy transition
25 October 2022The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
Read MoreWith UK and European leaders continuing to ponder the long-term future of power market...
Read MoreEnergy Transition’s clean technologies are empowering an industrial policy revolution
There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the...
Read MoreS-curves in the driving seat of the energy transition
Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This...
Read MoreInvestors Need to Look Carefully at Stranded Asset Risks
This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a...
Read MoreInvestors Need to Look Carefully at Stranded Asset Risks
27 January 2023This article was first published by Brink News, with thanks to Thomas Carver. The...
Read MoreCalifornia’s oil and gas producing resources have been in overall decline for nearly...
Read MoreMissed Pitch
Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the...
Read MoreBalancing Act: Stranded Assets and Flexibility in China’s Power Sector
In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon...
Read MoreAre oil and gas execs deserving of a windfall?
With oil and gas firms announcing executive pay packages, some have come under fire for the bumper payouts...
Read MoreCalifornia’s oil and gas producing resources have been in overall decline for nearly...
Read MoreSHELL – Will Shell’s Energy Transition Strategy Change Under Its New CEO?
Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
Read MoreEU Gas Summary
Decarbonising CCGT, grids & Scope 3 Emissions Engie needs to consider retiring merchant CCGT...
Read MoreNaturgy Energy Group S.A – Five steps to alignment
Transition Plan Analysis: For Naturgy to be fully aligned with the goals of the Paris Agreement, five...
Read MoreMissed Pitch
05 May 2023Many leading asset managers’ investment practices deviate from climate...
Read MoreBalancing Act: Stranded Assets and Flexibility in China’s Power Sector
In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon...
Read MoreMarginal Call
Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has...
Read MoreCrude Intentions: How oil and gas executives are still rewarded to chase fossil growth, despite the urgent need to transition
The energy transition is fundamentally shifting the way oil and gas companies operate; as demand falls for...
Read MoreWhen fracking stops, who will plug Colorado’s wells?
08 November 2021When a well is drilled, a legal obligation to plug the well and reclaim the surface is...
Read MoreNorth Dakota P&A cost data is bad news for the taxpayers in oil-producing states
Summary As the Colorado Oil and Gas Conservation Commission’s (COGCC) seeks to fulfill its statutory...
Read MoreThe Transition Files: periodic thoughts and views on companies, industries and energy transition
25 October 2022The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
Read MoreAre oil and gas execs deserving of a windfall?
29 March 2023With oil and gas firms announcing executive pay packages, some have come under fire for...
Read MoreEnergy Transition’s clean technologies are empowering an industrial policy revolution
There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the...
Read MoreInvestors Need to Look Carefully at Stranded Asset Risks
This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a...
Read MoreEurope’s dash for LNG makes case against Asian gas investment stronger
This year has seen the fundamental dynamics of global energy markets turned completely on their head. A...
Read MoreInvestors Need to Look Carefully at Stranded Asset Risks
27 January 2023This article was first published by Brink News, with thanks to Thomas Carver. The...
Read MoreIEEFA Update: Oil and gas industry caught in a capex conundrum
This blog originally appeared on the IEEFA website By Tom Sanzillo, Kathy Hipple and Clark...
Read MorePoorly performing Auto Loan ABS has the potential to put the brakes on bond holder...
Read MoreDriving in the Dark: Why automotive companies need to shed light on climate impacts in FY2022 financial reporting
As automotive companies start to release their annual reports for FY2022 we take look at how they...
Read MoreS-curves in the driving seat of the energy transition
Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This...
Read MoreOne in three UK car sales may be fully electric by end ‘23 as S-Curve transforms market
Blog Series: The UK’s adoption of BEVs – in 2016 UK BEV car sales (all electric) were a mere one in a...
Read MorePoorly performing Auto Loan ABS has the potential to put the brakes on bond holder...
Read MoreSlipped Gear: Automaker emissions goals unaligned to meet climate targets
This report is an assessment of automotive company alignment to the Paris Agreement and their position...
Read MoreDriving in the Dark: Why automotive companies need to shed light on climate impacts in FY2022 financial reporting
03 April 2023As automotive companies start to release their annual reports for FY2022 we take look...
Read MoreThe Transition Files: periodic thoughts and views on companies, industries and energy transition
25 October 2022The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
Read MoreS-curves in the driving seat of the energy transition
30 January 2023Download Infographic Here The energy transition may well be determined by the phenomenon...
Read MoreOne in three UK car sales may be fully electric by end ‘23 as S-Curve transforms market
Blog Series: The UK’s adoption of BEVs – in 2016 UK BEV car sales (all electric) were a mere one in a...
Read MoreThe fossil fuel industry is sleep-walking into an era of increasing risks of asset...
Read MoreTalking the talk but not walking the walk – The absence of net zero financial disclosures
Companies around the world are setting net zero by 2050 targets. Despite that, our analysis shows that of...
Read MoreNet Zero 2050 – Old before its time
Net Zero has become an energy transition delay tactic, driven by incumbents, but it is unlikely to work - ...
Read MoreThe Transition Files: periodic thoughts and views on companies, industries and energy transition – Volume 2
In this edition of our Transition Files Journal, we celebrate our coverage of US Power and Utilities...
Read MoreExxonMobil – The Existential Crisis
23 March 2023Transition Plan Analysis (TPA) Level 2 Despite differing views on climate change, it...
Read MoreSHELL – Will Shell’s Energy Transition Strategy Change Under Its New CEO?
Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
Read MoreExxonMobil’s Transition Plan
Transition Plan Analysis (TPA) Level 1 Despite differing views on climate change, it cannot escape...
Read MoreEU Gas Summary
Decarbonising CCGT, grids & Scope 3 Emissions Engie needs to consider retiring merchant CCGT...
Read MoreThe fossil energy system is falling over the edge of the demand cliff. 2019 was likely...
Read MoreCan a virus and viral ideas speed the world’s journey beyond fossil fuels?
Smart investments and viral ideas in pandemic recovery and contagious new tools for deeper, cheaper energy...
Read MoreNothing to lose but your chains: The emerging market transport leapfrog
Falling battery prices and the decarbonisation of transport systems in emerging markets will reduce...
Read MoreThe Future’s Not in Plastics: Why plastics demand won’t rescue the oil sector
The oil and petrochemical industries are betting their future growth prospects on demand for plastics. But...
Read MoreTalking the talk but not walking the walk – The absence of net zero financial disclosures
16 May 2023Companies around the world are setting net zero by 2050 targets. Despite that, our...
Read MoreOn Track for Paris? IEA lays out required pace of energy transition to keep 1.5°C in sight
Viewed as an established authority on the latest energy trends, the annual World Energy Outlook (WEO) informs...
Read MoreThe Transition Files: periodic thoughts and views on companies, industries and energy transition – Volume 2
13 April 2023In this edition of our Transition Files Journal, we celebrate our coverage of US Power...
Read MoreThe Transition Files: periodic thoughts and views on companies, industries and energy transition
The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash...
Read MoreThe fossil fuel industry is sleep-walking into an era of increasing risks of asset...
Read MoreNet Zero 2050 – Old before its time
Net Zero has become an energy transition delay tactic, driven by incumbents, but it is unlikely to work - ...
Read MoreExxonMobil, Shell and systemic risk – prisoners of their assets?
Major oil and gas companies still have choices about how to minimise the risk of having stranded assets, for...
Read MoreEnergy Transition’s clean technologies are empowering an industrial policy revolution
There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the...
Read MoreMarket-based pricing for gas saved EU consumers billions – until this winter's energy...
Read MoreState of The Transition, November 2016: Steps forward continue to outnumber steps back, notwithstanding the Trump election. But.
Guest post by Jeremy Leggett, Non-executive chairman of Carbon Tracker The global energy...
Read MoreCalifornia’s oil and gas producing resources have been in overall decline for nearly...
Read MoreWill Shell’s Energy Transition Strategy Change Under Its New CEO? – Updated Version
Given the very large size of Shell’s hydrocarbon assets on the balance sheet, to convert Shell into a...
Read MoreMissed Pitch
Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the...
Read MoreMidstream Running Dry: Energy transition also threatens firms that store and haul hydrocarbons
The midstream sector is a crucial link in the oil and gas supply chain; like the industry at large it faces a...
Read MoreCalifornia’s oil and gas producing resources have been in overall decline for nearly...
Read MoreWill Shell’s Energy Transition Strategy Change Under Its New CEO? – Updated Version
Given the very large size of Shell’s hydrocarbon assets on the balance sheet, to convert Shell into a...
Read MoreExxonMobil – The Existential Crisis
Transition Plan Analysis (TPA) Level 2 Despite differing views on climate change, it cannot escape...
Read MoreSHELL – Will Shell’s Energy Transition Strategy Change Under Its New CEO?
Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
Read MoreMissed Pitch
05 May 2023Many leading asset managers’ investment practices deviate from climate...
Read MoreCrude Intentions: How oil and gas executives are still rewarded to chase fossil growth, despite the urgent need to transition
The energy transition is fundamentally shifting the way oil and gas companies operate; as demand falls for...
Read MoreFeet to the Fire: An analysis of potential outcomes of the Colorado 700-Series Rulemaking
Colorado’s new financial assurance rules will help mitigate orphan well risk, but the benefits are blunted...
Read MoreEvent Horizon: A Case Study of Holdback and the Point of No Return for Decommissioning Upstream Oil and Gas “Assets”
When oil companies defer saving for asset retirement obligations (AROs), the liabilities...
Read MoreMidstream Running Dry: Energy transition also threatens firms that store and haul hydrocarbons
27 April 2023The midstream sector is a crucial link in the oil and gas supply chain; like the industry...
Read MoreDrilling down: The importance of understanding projected oil and gas prices used in financial reporting
Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin...
Read MoreRefining exposure to an accelerating energy transition
The energy transition threatens companies involved in the downstream refining sector whose revenue is...
Read MoreWhen fracking stops, who will plug Colorado’s wells?
When a well is drilled, a legal obligation to plug the well and reclaim the surface is created This is a...
Read MoreThe Transition Files: periodic thoughts and views on companies, industries and energy transition – Volume 2
13 April 2023In this edition of our Transition Files Journal, we celebrate our coverage of US Power...
Read MoreThe Transition Files: periodic thoughts and views on companies, industries and energy transition
The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash...
Read MoreMajor oil and gas companies still have choices about how to minimise the risk of having...
Read MoreAre oil and gas execs deserving of a windfall?
With oil and gas firms announcing executive pay packages, some have come under fire for the bumper payouts...
Read MoreEnergy Transition’s clean technologies are empowering an industrial policy revolution
There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the...
Read MoreS-curves in the driving seat of the energy transition
Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This...
Read MoreInvestors Need to Look Carefully at Stranded Asset Risks
27 January 2023This article was first published by Brink News, with thanks to Thomas Carver. The...
Read MoreIEEFA Update: Oil and gas industry caught in a capex conundrum
This blog originally appeared on the IEEFA website By Tom Sanzillo, Kathy Hipple and Clark...
Read MoreBP’s Dudley doomed to repeat past mistakes as oil rises
By Paul Spedding BP chief executive Bob Dudley is at risk of being branded an altruist if his “Oil and...
Read MoreIn September 2020, the People’s Republic of China announced targets of peaking...
Read MoreMarginal Call
Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has...
Read MoreRWE: Starting to walk the talk
RWE is bringing forward the closure of 3.1GW of lignite capacity at Niederaussem K, Neurath F & G from...
Read MoreCorporate Research: PGE – Urgency needed, especially for renewables
PGE PGE’s planned transition to net zero is not aligned with the goals of the Paris Agreement. PGE...
Read MoreRWE: Starting to walk the talk
07 October 2022RWE is bringing forward the closure of 3.1GW of lignite capacity at Niederaussem K,...
Read MoreCorporate Research: PGE – Urgency needed, especially for renewables
PGE PGE’s planned transition to net zero is not aligned with the goals of the Paris Agreement. PGE...
Read MoreUkraine FAQs
Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a...
Read MoreDo Not Revive Coal: Planned Asia coal plants a danger to Paris
Renewables continue to increase their cost competitiveness versus coal, with 27% of the global coal fleet...
Read MoreIn September 2020, the People’s Republic of China announced targets of peaking...
Read MoreMarginal Call
Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has...
Read MoreCorporate Research: Uniper SE – Restructuring due but let’s not forget decarbonisation
Uniper SE Uniper’s transition to net zero is not aligned with the goals of the Paris Agreement. ...
Read MoreCorporate Research: RWE AG – Talking the talk, but will need to walk the walk
RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. ...
Read MoreIndonesia to replace one fifth of coal fleet with renewable energy
03 February 2020According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged...
Read MoreSSE aligns with Carbon Tracker’s Paris-compliant methodology for coal power
In November, SSE confirmed that its remaining hard coal units at Fiddler’s Ferry power plant in the UK...
Read MoreIberdrola aligns with Carbon Tracker’s Paris-compliant methodology for coal power
Iberdrola announced at the opening of the United Nations Framework Convention on Climate Change (COP25)...
Read MoreSouth Africa Needs Significantly More Money to Help Phase Out Coal
15 December 2021We welcome the recent announcement that South Africa has struck a deal to access...
Read MoreSouth Korea must take opportunity to end coal power and accelerate renewables build-out by 2028
Ending the use of coal for power generation in South Korea by 2028 is not only possible but also the most...
Read MoreCOP26: A chance to reset and eliminate obstacles – coal in sights
2021 is a year of opportunity; one of resetting, reshaping and a chance to remove distortions that hinder an...
Read MoreMeasuring and managing energy transition risk in the Philippines
As part of a UK government-funded project to support the Philippines power sector stakeholders navigate the...
Read MoreAmidst an energy crisis and a power supply crunch, the Japanese power sector is today...
Read MoreThe Impact of West Virginia v. EPA
On June 30, the U.S. Supreme Court ruled that the EPA does not have authority, under the Clean Air Act, to...
Read MoreAnnual Review 2019
Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy...
Read MoreCarbon Countdown: Prices and Politics in the EU-ETS
Market counts down to the MSR The EU carbon market has been the hottest commodity market in the world over...
Read MoreAnnual Review 2019
29 July 2020Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to...
Read MoreCarbon Countdown: Prices and Politics in the EU-ETS
Market counts down to the MSR The EU carbon market has been the hottest commodity market in the world over...
Read MoreCarbon Clampdown: Closing the Gap to a Paris-compliant EU-ETS
Closing the Gap to a Paris-compliant EU-ETS Carbon pricing, whether via cap-and-trade schemes or taxes, is...
Read MoreAmidst an energy crisis and a power supply crunch, the Japanese power sector is today...
Read MoreDispatch dogfight: will the EU ETS put gas in the money in 2018?
Since the start of the year, EU carbon has doubled in value, raising the possibility of coal to gas switching...
Read MoreThe Impact of West Virginia v. EPA
12 July 2022On June 30, the U.S. Supreme Court ruled that the EPA does not have authority, under the...
Read MoreCarbon Tracker’s Christmas Cracker 2017
If you read just one thing this year…… first, it’s December! What took you so long?......second,...
Read MorePopular News & Events
View all News & EventsCarbon Tracker Initiative’s Response to Exxon’s 14A filing
This note responds to claims made by Exxon Mobil (Exxon) in a...
Read MoreAuto Loan ABS – An Asset-Backed Insecurity
6 June | Online “Due to the automotive energy transition, poorly...
Event DetailsAsset managers invest $400bn in oil & gas despite climate commitments
Big asset owners could walk if managers fail to reflect climate...
Read MoreImportant Resources
View all Refs and ResourcesCompany Profiles
Analysis for upwards of ~65 companies in the Oil & Gas and Power & Utilities sectors, demonstrating...
View ToolCoal Country Profiles
Carbon Tracker's Power and Utilities Country Profiles are an interactive tool to help policymakers,...
View Tool