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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The key message of this paper is that oil and gas decommissioning obligations amplify the potential harm...
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Tohoku Electric Power is one of the largest power generation and transmission companies...
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Among the North American oil & gas companies, 2 energy transition areas are experiencing heightened...
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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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Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end...
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Tohoku Electric Power is one of the largest power generation and transmission companies...
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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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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 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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Among the North American oil & gas companies, 2 energy transition areas are...
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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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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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The key message of this paper is that oil and gas decommissioning obligations amplify the...
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Oil and gas reserve classification systems today are focused on the value oil and gas has when burnt. Devised...
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If you are reading this, you know that at a time when the world is burning, and Net Zero seems like a distant...
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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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The key message of this paper is that oil and gas decommissioning obligations amplify the...
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Oil and gas reserve classification systems today are focused on the value oil and gas has when burnt. Devised...
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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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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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If you are reading this, you know that at a time when the world is burning, and Net Zero...
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As the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding proposals, and goes...
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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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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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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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Tohoku Electric Power is one of the largest power generation and transmission companies...
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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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Iberdrola is Europe’s largest and the world’s second largest utility by market cap. It has more than...
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Tohoku Electric Power is one of the largest power generation and transmission companies...
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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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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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Navigating Peak Demand: the oil and gas industry enters its post-imperial age Most...
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Oil and gas reserve classification systems today are focused on the value oil and gas has when burnt. Devised...
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If you are reading this, you know that at a time when the world is burning, and Net Zero seems like a distant...
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Strategies for oil and gas companies to respond to the substitution challenge of the energy...
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Oil and gas reserve classification systems today are focused on the value oil and gas has...
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Strategies for oil and gas companies to respond to the substitution challenge of the energy...
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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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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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Navigating Peak Demand: the oil and gas industry enters its post-imperial age Most...
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If you are reading this, you know that at a time when the world is burning, and Net Zero seems like a distant...
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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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Oil and Gas company narratives about the future of fossil fuels remain positive, their bank accounts are...
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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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Oil and gas reserve classification systems today are focused on the value oil and gas has...
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If you are reading this, you know that at a time when the world is burning, and Net Zero seems like a distant...
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Transition risks for petrostates are higher than ever This report, an update of our 2021 Beyond...
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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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Oil and gas reserve classification systems today are focused on the value oil and gas has...
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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...
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Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
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Transition risks for petrostates are higher than ever This report, an update of our...
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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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Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the...
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In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon...
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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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If you are reading this, you know that at a time when the world is burning, and Net Zero...
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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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There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the...
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This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a...
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This 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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Oil and gas reserve classification systems today are focused on the value oil and gas has...
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If you are reading this, you know that at a time when the world is burning, and Net Zero seems like a distant...
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Transition risks for petrostates are higher than ever This report, an update of our 2021 Beyond...
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Prime Minister Rishi Sunak has promised to “max out” North Sea reserves – but the plan fails on...
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Oil and gas reserve classification systems today are focused on the value oil and gas has...
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Strategies for oil and gas companies to respond to the substitution challenge of the energy...
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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 risks for petrostates are higher than ever This report, an update of our...
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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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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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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...
Read More
If you are reading this, you know that at a time when the world is burning, and Net Zero...
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Prime Minister Rishi Sunak has promised to “max out” North Sea reserves – but the plan fails on...
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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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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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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. ...
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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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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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The Global Stocktake statement has concluded the end of COP28 in...
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Major boost for transparency on fossil fuel supply, as the first...
Read MoreAnalysis for upwards of ~65 companies in the Oil & Gas and Power & Utilities sectors, demonstrating...
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