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.
Carbon Tracker is an initiative under Tracker Group alongside Planet Tracker.
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Introduction Many credible commentators, such as the International Energy Agency (IEA), BloombergNEF, DNV,...
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Carbon Tracker has produced two separate related reports on RWE and Uniper, the German...
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Carbon Tracker has produced two separate related reports on RWE and Uniper, the German publicly traded coal...
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India may not be Paris aligned but that does not mean that key Indian corporates can ignore the technological...
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Snam Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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Carbon Tracker has produced two separate related reports on RWE and Uniper, the German...
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Carbon Tracker has produced two separate related reports on RWE and Uniper, the German publicly traded coal...
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India may not be Paris aligned but that does not mean that key Indian corporates can ignore the technological...
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Snam Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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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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Duke Energy (N/R) – Sale process drawn out raises eyebrows on potential equity. In...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
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Snam Carbon Tracker has produced a set of three separate related reports on Snam,...
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Italgas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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Enagas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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In this note, Neil Quach, Senior Corporate Research Analyst – North American Oil & Gas, drills down...
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Snam Carbon Tracker has produced a set of three separate related reports on Snam,...
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Italgas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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Enagas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end...
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In this note, Neil Quach, Senior Corporate Research Analyst – North American Oil &...
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Shell recently published its first Energy Transition Progress Report. The document has been produced ahead...
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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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Introduction: This report analyzes the financial implications and opportunities of...
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Evaluating Automotive Transition Strategies Electrification of the passenger vehicle fleet is inevitable....
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A clear example of how the energy transition is changing quickly due to strides in cheap and scalable...
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Assessing Truckmakers’ commitment and effective transition to electric vehicles Recently ratified Heavy...
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Introduction: This report analyzes the financial implications and opportunities of...
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Assessing Truckmakers’ commitment and effective transition to electric vehicles Recently ratified Heavy...
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CO2 matters: on emissions reporting, ESG ratings and stock market prices in the car sector Following on...
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Unlocking the economic potential from vehicle electrification The global deployment of Battery Electric...
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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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Evaluating Automotive Transition Strategies Electrification of the passenger vehicle...
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A clear example of how the energy transition is changing quickly due to strides in cheap and scalable...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. ...
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The UK will phase-out new ICE vehicle sales by 2035, but an incoherent battery strategy puts the relevance of...
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These documents set out the frameworks and methodologies for how Carbon Tracker...
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Climate Accounting and Auditing assesses the financial statements and related audit reports of all 170 focus...
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As a research provider, we conduct financial analysis and have developed a set of alignment assessments to...
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For utilities, we must look both forward and backward. Firms must avoid building new coal and gas generation...
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These documents set out the frameworks and methodologies for how Carbon Tracker...
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Climate Accounting and Auditing assesses the financial statements and related audit reports of all 170 focus...
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As a research provider, we conduct financial analysis and have developed a set of alignment assessments to...
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For utilities, we must look both forward and backward. Firms must avoid building new coal and gas generation...
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A temperature check on the oil and gas sector’s climate alignment, 10 years on from the...
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With demand for hydrocarbons expected to peak this decade, oil and gas companies seeking to manage energy...
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Stranded Exports: How export credit agencies continue to finance risky overseas oil and gas projects While...
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Some of the largest oil and gas companies are pivoting towards petrochemicals as they reckon with the fact...
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As the energy transition accelerates, the oil and gas industry must contend with a...
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Asset disposals are commonplace in the oil and gas industry, and M&A has long been a feature of the...
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Carbon Tracker Methodology In a series of reports since 2011, Carbon Tracker has explored the financial...
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The FCA have just announced a Prospectus Review. Specifically, we draw your attention to a key section in...
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A temperature check on the oil and gas sector’s climate alignment, 10 years on from the...
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With demand for hydrocarbons expected to peak this decade, oil and gas companies seeking to manage energy...
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Stranded Exports: How export credit agencies continue to finance risky overseas oil and gas projects While...
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Some of the largest oil and gas companies are pivoting towards petrochemicals as they reckon with the fact...
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Increasingly through 2023 in our meetings with the financial community one common theme...
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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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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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This week, reports[i] have emerged of bp’s CEO Murray Auchincloss latest U-turn...
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By any measure, fossil fuel subsidies are immense. Combined estimates from the Organisation for Economic...
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The fossil fuel industry is having a bad energy transition: It is misaligned with stakeholders, climate...
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Oil and gas incumbents are doubling down on investment and their financial backers are exiting governance...
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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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By Paul Spedding BP chief executive Bob Dudley is at risk of being branded an altruist if his “Oil and...
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Carbon Tracker’s Power-Asset Level Economics Model (CTI-PALEM) quantifies the costs of...
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How to ensure that the clean power target enables decarbonisation of heat and transport while avoiding...
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Carbon Tracker analysis finds serious shortcomings in the Environmental Impact Assessment report of...
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Our recommendations for UK policymakers on how to avoid wasting billions of taxpayers' money without...
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Carbon Tracker analysis finds serious shortcomings in the Environmental Impact Assessment...
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Our recommendations for UK policymakers on how to avoid wasting billions of taxpayers' money without...
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The real climate impact of Blue Hydrogen and Gas-CCS Our report reveals that CO2 emissions from Blue...
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The UK Government’s CCUS strategy risks locking consumers into a high-cost, fossil-based future, despite...
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Investments in the electricity grid are not keeping up with the rapid growth of wind...
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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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Amidst an energy crisis and a power supply crunch, the Japanese power sector is today experiencing...
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How to ensure that the clean power target enables decarbonisation of heat and transport...
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According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged 20 years and...
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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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Carbon Tracker’s Power-Asset Level Economics Model (CTI-PALEM) quantifies the costs of...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. ...
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Today we are launching an update to our Country Profiles for the global coal power sector. This is a platform...
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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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This article was first published by Brink News, with thanks to Thomas Carver. The...
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These documents set out the frameworks and methodologies for how Carbon Tracker...
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Topline Messages COP30 could make or break the credibility of UN-backed collective action on climate and...
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A paper by Professor Steve Keen (UCL) with Mark Campanale and Joel Benjamin (Carbon Tracker) and Professor...
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Recently, former European Central Bank President Mario Draghi presented his report on the “The future of...
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These documents set out the frameworks and methodologies for how Carbon Tracker...
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The continued absence of climate and transition risks in financial reporting Climate and energy transition...
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Pension funds are risking the retirement savings of millions of people by relying on economic research that...
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Carbon Tracker and Planet Tracker welcome the opportunity to respond to the European Commission’s (“the...
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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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Summary The operating costs of coal units are complex and depend on many variables. Coal units are...
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Our analysts Matt Gray and Laurence Watson respond to PPL's recent Climate Assessment Report. Summary ...
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A paper by Professor Steve Keen (UCL) with Mark Campanale and Joel Benjamin (Carbon...
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Topline Messages COP30 could make or break the credibility of UN-backed collective...
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Recently, former European Central Bank President Mario Draghi presented his report on the “The future of...
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Just two months ago, Europe felt like it was at a political crossroads. The European Parliamentary...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. ...
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This article was first published by Brink News, with thanks to Thomas Carver. The...
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These documents set out the frameworks and methodologies for how Carbon Tracker...
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Improving audit report transparency in the face of climate and transition-related risks Carbon Tracker’s...
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This report is the latest in Carbon Tracker’s Flying Blind series, which focuses on the extent to which...
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The costs to retire certain assets- asset retirement obligations (AROs)- are typically recorded on the...
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These documents set out the frameworks and methodologies for how Carbon Tracker...
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This report is the latest in Carbon Tracker’s Flying Blind series, which focuses on the extent to which...
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Carbon Tracker has responded to the FCA’s consultation on the new Public Trading Offers and Admissions to...
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The FCA have just announced a Prospectus Review. Specifically, we draw your attention to a key section in...
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Improving audit report transparency in the face of climate and transition-related...
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Carbon Tracker provided comments on the International Accounting Standards Board’s Exposure Draft:...
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Carbon Tracker Initiative (Carbon Tracker) provided comments on the Tentative Agenda Decision:...
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We are writing this report because retiring coal is the fastest route to decarbonisation and alignment with...
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The costs to retire certain assets- asset retirement obligations (AROs)- are typically...
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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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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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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
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None of the CA100+ focus companies within upstream oil & gas production or coal &...
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In the run up to COP 26 many oil and gas companies have announced ‘net-zero by 2050’ targets. However,...
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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...
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When it comes to oilfield plugging obligations, industry voices contend that industry has the problem in...
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Guest Blog from Greg Rogers, Co-founder, Eratosthenes LLC In a classic scene from the...
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A solutions framework: solving the orphan well problem requires systemic...
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The Impact of California's Orphan Well Prevention Act on the transfer of oil well cleanup...
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Carbon Tracker has been following the development of the Energy and Carbon Management Commission’s (ECMC)...
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Decommissioning Colorado’s Two Oil Industries In 2018, Colorado became one of the first US states to...
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A solutions framework: solving the orphan well problem requires systemic...
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The Impact of California's Orphan Well Prevention Act on the transfer of oil well cleanup...
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Carbon Tracker has been following the development of the Energy and Carbon Management Commission’s (ECMC)...
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Decommissioning Colorado’s Two Oil Industries In 2018, Colorado became one of the first US states to...
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Nearly 70 years after the last update and more than 10 years after formal recognition of...
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With approximately 2.1 million abandoned wells across the U.S., there is growing concern about unfunded asset...
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Carbon Tracker’s fundamental insight is that the oil and gas industry’s growth plans do not fit in a low...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s...
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“Having looked to government for bread, on the first scarcity they will turn and bite the hand that fed...
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Tracking Technology Transition in the Indian Steel Sector This report looks at the...
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A clear example of how the energy transition is changing quickly due to strides in cheap and scalable...
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Oil and gas industry resistance to transition is a major investment risk for the industry and its...
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The fossil fuel industry is having a bad energy transition: It is misaligned with stakeholders, climate...
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Tracking Technology Transition in the Indian Steel Sector This report looks at the...
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Snam Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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Italgas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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Enagas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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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
A clear example of how the energy transition is changing quickly due to strides in cheap...
Read More
Oil and gas industry resistance to transition is a major investment risk for the industry and its...
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The fossil fuel industry is having a bad energy transition: It is misaligned with stakeholders, climate...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. ...
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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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