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
Carbon Tracker has long warned of the risk of investing in future stranded assets; i.e., assets that fail to...
Read More
To paraphrase the Charles Dickens classic, A Tale of Two Cities: in 2023 in terms of...
Read More
Find a round up of Carbon Tracker's research and outreach activity in 2022. In 2022 we saw global shocks...
Read More
Pension funds are risking the retirement savings of millions of people by relying on economic research that...
Read More
William Gibson is often quoted with the line “The future is already here — it's just not very evenly...
Read More
Find a round up of Carbon Tracker's research and outreach activity in 2022. In 2022 we...
Read More
Pension funds are risking the retirement savings of millions of people by relying on economic research that...
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
The fossil energy system is falling over the edge of the demand cliff. 2019 was likely...
Read More
Smart investments and viral ideas in pandemic recovery and contagious new tools for deeper, cheaper energy...
Read More
Falling battery prices and the decarbonisation of transport systems in emerging markets will reduce...
Read More
The oil and petrochemical industries are betting their future growth prospects on demand for plastics. But...
Read More
Companies around the world are setting net zero by 2050 targets. Despite that, our...
Read More
Viewed as an established authority on the latest energy trends, the annual World Energy Outlook (WEO) informs...
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
To paraphrase the Charles Dickens classic, A Tale of Two Cities: in 2023 in terms of...
Read More
William Gibson is often quoted with the line “The future is already here — it's just not very evenly...
Read More
Net Zero has become an energy transition delay tactic, driven by incumbents, but it is unlikely to work - ...
Read More
Major oil and gas companies still have choices about how to minimise the risk of having stranded assets, for...
Read More
Market-based pricing for gas saved EU consumers billions – until this winter's energy...
Read More
Guest post by Jeremy Leggett, Non-executive chairman of Carbon Tracker The global energy...
Read More
The GB power system is increasingly at risk of becoming stuck in transition on its...
Read More
Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end...
Read More
Investments in the electricity grid are not keeping up with the rapid growth of wind resulting in record...
Read More
Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the fixed income space as...
Read More
The GB power system is increasingly at risk of becoming stuck in transition on its...
Read More
Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end...
Read More
Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the fixed income space as...
Read More
The war in Ukraine is a further example of the inherent fragility of the world fossil fuel system. It is...
Read More
Investments in the electricity grid are not keeping up with the rapid growth of wind...
Read More
In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon...
Read More
Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has...
Read More
Amidst an energy crisis and a power supply crunch, the Japanese power sector is today experiencing...
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)...
Read More
The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
Read More
With UK and European leaders continuing to ponder the long-term future of power market...
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 shift away from a...
Read More
This article was first published by Brink News, with thanks to Thomas Carver. The...
Read More
Pension funds are risking the retirement savings of millions of people by relying on...
Read More
Carbon Tracker and Planet Tracker welcome the opportunity to respond to the European Commission’s (“the...
Read More
Companies around the world are setting net zero by 2050 targets. Despite that, our analysis shows that of...
Read More
As the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding proposals, and goes...
Read More
Pension funds are risking the retirement savings of millions of people by relying on...
Read More
Carbon Tracker and Planet Tracker welcome the opportunity to respond to the European Commission’s (“the...
Read More
Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
Read More
In response to state regulations, Colorado oil and gas well operators have submitted their financial...
Read More
With approximately 2.1 million abandoned wells across the U.S., there is growing concern...
Read More
The International Sustainability Standards Board’s Exposure Drafts “IFRS S1 General Requirements for...
Read More
Recently, we submitted a letter in response to the Securities and Exchange Commission’s (SEC) Public Input...
Read More
The value of share offerings in fossil fuel producing and related companies dropped by $123 billion in the...
Read More
Companies around the world are setting net zero by 2050 targets. Despite that, our...
Read More
As automotive companies start to release their annual reports for FY2022 we take look at how they...
Read More
Auditors play a vital role in contributing to the efficiency of financial markets. Their audits provide an...
Read More
Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin...
Read More
The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
Read More
As the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding...
Read More
In early 2022, Colorado overhauled its financial assurance rules for oil and gas companies in a rulemaking...
Read More
This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a...
Read More
None of the CA100+ focus companies within upstream oil & gas production or coal & gas-powered...
Read More
This article was first published by Brink News, with thanks to Thomas Carver. The...
Read More
Guest Blog from Greg Rogers, Co-founder, Eratosthenes LLC In a classic scene from the 1976 American...
Read More
Transition Plan Analysis Enel is the largest global renewable private player, biggest...
Read More
Duke Energy (N/R) – Sale process drawn out raises eyebrows on potential equity. In our Transition Files...
Read More
Given the very large size of Shell’s hydrocarbon assets on the balance sheet, to convert Shell into a...
Read More
Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the fixed income space as...
Read More
Transition Plan Analysis Enel is the largest global renewable private player, biggest...
Read More
Given the very large size of Shell’s hydrocarbon assets on the balance sheet, to convert Shell into a...
Read More
Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the fixed income space as...
Read More
Transition Plan Analysis (TPA) Level 2 Despite differing views on climate change, it cannot escape...
Read More
Transition Plan Analysis In this note Will Grainger, our Senior North American Power...
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
CEZ a.s CEZ’s transition to net zero by 2040 is not fully aligned with the goals of the Paris...
Read More
Duke Energy (N/R) – Sale process drawn out raises eyebrows on potential equity. In...
Read More
Shell recently published its first Energy Transition Progress Report. The document has been produced ahead...
Read More
Third Point, the US activist hedge fund, has recently proposed a significant change to the corporate...
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
Carbon Tracker has long warned of the risk of investing in future stranded assets; i.e.,...
Read More
Carbon Tracker is pleased to launch the 4th edition of our Absolute Impact series, in which we assess and...
Read More
California’s oil and gas producing resources have been in overall decline for nearly four decades, but the...
Read More
Given the very large size of Shell’s hydrocarbon assets on the balance sheet, to convert Shell into a...
Read More
California’s oil and gas producing resources have been in overall decline for nearly...
Read More
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
Carbon Tracker is pleased to launch the 4th edition of our Absolute Impact series, in...
Read More
Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the...
Read More
The energy transition is fundamentally shifting the way oil and gas companies operate; as demand falls for...
Read More
Colorado’s new financial assurance rules will help mitigate orphan well risk, but the benefits are blunted...
Read More
The midstream sector is a crucial link in the oil and gas supply chain; like the industry...
Read More
Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin...
Read More
The energy transition threatens companies involved in the downstream refining sector whose revenue is...
Read More
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
Carbon Tracker has long warned of the risk of investing in future stranded assets; i.e.,...
Read More
Major oil and gas companies still have choices about how to minimise the risk of having stranded assets, for...
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
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...
Read More
By Paul Spedding BP chief executive Bob Dudley is at risk of being branded an altruist if his “Oil and...
Read More
Carbon Tracker is pleased to launch the 4th edition of our Absolute Impact series, in...
Read More
Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end...
Read More
California’s oil and gas producing resources have been in overall decline for nearly four decades, but the...
Read More
Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the...
Read More
Transition Plan Analysis Enel is the largest global renewable private player, biggest...
Read More
California’s oil and gas producing resources have been in overall decline for nearly four decades, but the...
Read More
Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
Read More
Decarbonising CCGT, grids & Scope 3 Emissions Engie needs to consider retiring merchant CCGT...
Read More
Carbon Tracker is pleased to launch the 4th edition of our Absolute Impact series, in...
Read More
Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the...
Read More
In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon...
Read More
Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has...
Read More
When a well is drilled, a legal obligation to plug the well and reclaim the surface is...
Read More
Summary As the Colorado Oil and Gas Conservation Commission’s (COGCC) seeks to fulfill its statutory...
Read More
The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
Read More
With oil and gas firms announcing executive pay packages, some have come under fire for...
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
This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a...
Read More
This year has seen the fundamental dynamics of global energy markets turned completely on their head. A...
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...
Read More
Poorly performing Auto Loan ABS has the potential to put the brakes on bond holder...
Read More
As automotive companies start to release their annual reports for FY2022 we take look at how they...
Read More
Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This...
Read More
Blog Series: The UK’s adoption of BEVs – in 2016 UK BEV car sales (all electric) were a mere one in a...
Read More
Poorly performing Auto Loan ABS has the potential to put the brakes on bond holder...
Read More
This report is an assessment of automotive company alignment to the Paris Agreement and their position...
Read More
As automotive companies start to release their annual reports for FY2022 we take look...
Read More
The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
Read More
Download Infographic Here The energy transition may well be determined by the phenomenon...
Read More
Blog Series: The UK’s adoption of BEVs – in 2016 UK BEV car sales (all electric) were a mere one in a...
Read More
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
RWE is bringing forward the closure of 3.1GW of lignite capacity at Niederaussem K, Neurath F & G from...
Read More
PGE PGE’s planned transition to net zero is not aligned with the goals of the Paris Agreement. PGE...
Read More
RWE is bringing forward the closure of 3.1GW of lignite capacity at Niederaussem K,...
Read More
PGE PGE’s planned transition to net zero is not aligned with the goals of the Paris Agreement. PGE...
Read More
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...
Read More
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)...
Read More
We welcome the recent announcement that South Africa has struck a deal to access...
Read More
Ending the use of coal for power generation in South Korea by 2028 is not only possible but also the most...
Read More
2021 is a year of opportunity; one of resetting, reshaping and a chance to remove distortions that hinder an...
Read More
As part of a UK government-funded project to support the Philippines power sector stakeholders navigate the...
Read More
Amidst an energy crisis and a power supply crunch, the Japanese power sector is today...
Read More
On June 30, the U.S. Supreme Court ruled that the EPA does not have authority, under the Clean Air Act, to...
Read More
Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy...
Read More
Market counts down to the MSR The EU carbon market has been the hottest commodity market in the world over...
Read More
Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to...
Read More
Market counts down to the MSR The EU carbon market has been the hottest commodity market in the world over...
Read More
Closing the Gap to a Paris-compliant EU-ETS Carbon pricing, whether via cap-and-trade schemes or taxes, is...
Read More
Amidst an energy crisis and a power supply crunch, the Japanese power sector is today...
Read More
Since the start of the year, EU carbon has doubled in value, raising the possibility of coal to gas switching...
Read More
On June 30, the U.S. Supreme Court ruled that the EPA does not have authority, under the...
Read More
If you read just one thing this year…… first, it’s December! What took you so long?......second,...
Read More18 September | New York As You Sow, Carbon Tracker, Australasian...
Event Details
Financial institutions, banks and politicians misled by ‘flawed’...
Read More
Unresolved grid bottlenecks risk adding £200 to annual household...
Read MoreAnalysis for upwards of ~65 companies in the Oil & Gas and Power & Utilities sectors, demonstrating...
View ToolCarbon Tracker's Power and Utilities Country Profiles are an interactive tool to help policymakers,...
View ToolDon’t have an account? Create an Account
Already have an account? Login
If you’ve forgotten your password, simply enter your email address below and we’ll send you a link to reset it.
