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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Today we are launching an update to our Country Profiles for the global coal power sector. This is a platform...
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Prime Minister Rishi Sunak has promised to “max out” North Sea reserves – but the...
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Strategies for oil and gas companies to respond to the substitution challenge of the energy...
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Carbon Tracker has long warned of the risk of investing in future stranded assets; i.e., assets that fail to...
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Carbon Tracker is pleased to launch the 4th edition of our Absolute Impact series, in which we assess and...
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Strategies for oil and gas companies to respond to the substitution challenge...
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California’s oil and gas producing resources have been in overall decline for nearly four decades, but the...
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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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Transition Plan Analysis (TPA) Level 2 Despite differing views on climate change, it cannot escape...
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Carbon Tracker is pleased to launch the 4th edition of our Absolute Impact series, in...
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Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the...
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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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Colorado’s new financial assurance rules will help mitigate orphan well risk, but the benefits are blunted...
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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...
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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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Prime Minister Rishi Sunak has promised to “max out” North Sea reserves – but the...
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Carbon Tracker has long warned of the risk of investing in future stranded assets; i.e., assets that fail to...
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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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With oil and gas firms announcing executive pay packages, some have come under fire for the bumper payouts...
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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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Iberdrola is Europe’s largest and the world’s second largest utility by market...
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Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end...
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Duke Energy (N/R) – Sale process drawn out raises eyebrows on potential equity. In our Transition Files...
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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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Iberdrola is Europe’s largest and the world’s second largest utility by market...
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Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end...
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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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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...
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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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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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Today we are launching an update to our Country Profiles for the global coal power...
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Iberdrola is Europe’s largest and the world’s second largest utility by market cap. It has more than...
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Steppes to Net Zero This report focuses on Kazakhstan’s energy transition pathway and provides a...
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Iberdrola is Europe’s largest and the world’s second largest utility by market...
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Steppes to Net Zero This report focuses on Kazakhstan’s energy transition pathway and provides a...
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The GB power system is increasingly at risk of becoming stuck in transition on its necessary path to carbon...
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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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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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Today we are launching an update to our Country Profiles for the global coal power...
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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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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...
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Unlocking the economic potential from vehicle electrification The global deployment of...
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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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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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Unlocking the economic potential from vehicle electrification The global deployment of...
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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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Strategies for oil and gas companies to respond to the substitution challenge...
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“It's now cheaper to save the world than destroy it.” Akshat Rathi, Climate Capitalism “It ought...
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Iberdrola is Europe’s largest and the world’s second largest utility by market cap. It has more than...
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Oil and Gas company narratives about the future of fossil fuels remain positive, their bank accounts are...
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Strategies for oil and gas companies to respond to the substitution challenge...
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Iberdrola is Europe’s largest and the world’s second largest utility by market cap. It has more than...
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Steppes to Net Zero This report focuses on Kazakhstan’s energy transition pathway and provides a...
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Find a round up of Carbon Tracker's research and outreach activity in 2022. In 2022 we saw global shocks...
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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...
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“It's now cheaper to save the world than destroy it.” Akshat Rathi, Climate...
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Oil and Gas company narratives about the future of fossil fuels remain positive, their bank accounts are...
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To paraphrase the Charles Dickens classic, A Tale of Two Cities: in 2023 in terms of energy, we are in the...
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William Gibson is often quoted with the line “The future is already here — it's just not very evenly...
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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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Pension funds are risking the retirement savings of millions of people by relying on...
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Carbon Tracker and Planet Tracker welcome the opportunity to respond to the European Commission’s (“the...
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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 the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding proposals, and goes...
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Pension funds are risking the retirement savings of millions of people by relying on...
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Carbon Tracker and Planet Tracker welcome the opportunity to respond to the European Commission’s (“the...
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Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
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In response to state regulations, Colorado oil and gas well operators have submitted their financial...
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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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Carbon Tracker is pleased to launch the 4th edition of our Absolute Impact series, in...
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Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end...
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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...
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California’s oil and gas producing resources have been in overall decline for nearly four decades, but the...
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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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Carbon Tracker is pleased to launch the 4th edition of our Absolute Impact series, in...
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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...
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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...
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...
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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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Today we are launching an update to our Country Profiles for the global coal power...
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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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RWE is bringing forward the closure of 3.1GW of lignite capacity at Niederaussem K, Neurath F & G from...
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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...
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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...
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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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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. ...
Read More
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...
Read More
Iberdrola announced at the opening of the United Nations Framework Convention on Climate Change (COP25)...
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Today we are launching an update to our Country Profiles for the global coal power...
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We welcome the recent announcement that South Africa has struck a deal to access concessional financing of...
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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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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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Unresolved grid bottlenecks risk adding £200 to annual household...
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Policy choices are critical to helping developing countries...
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Guest post by Matt Crossman, stewardship director, Rathbones. Note:...
Read MoreAnalysis for upwards of ~65 companies in the Oil & Gas and Power & Utilities sectors, demonstrating...
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