In 2014, Carbon Tracker started a new research series entitled ‘Carbon Supply Cost Curves’ and released two global studies on Oil and Coal which provide a tool for investors to understand their risk exposure and direct capital away from high-cost, carbon-intensive projects.

Carbon Tracker is now launching a new report on the global Gas sector: “Carbon Supply Cost Curves: Evaluating Financial Risk to Gas Capital Expenditures” which takes a look at three global gas markets (Europe, North America and LNG) in the context of the energy transition, examining where there may be unneeded capacity and capital expenditure in a low demand scenario. The report identifies the highest cost and most carbon-intensive gas projects around the world, including unconventional gas developments.

To RSVP please email

Event Agenda:



Tomas Gärdfors, Partner, Norton Rose Fulbright

Anthony Hobley, CEO, Carbon Tracker

9.30 – 10.15am – RESEARCH SUMMARY

Mark Fulton – Video, former Head of Research at Deutsche Bank Climate Advisors and Citigroup, ETA Advisor to Carbon Tracker

James Leaton, Research Director, Carbon Tracker

Andrew Grant, Financial Analyst, Carbon Tracker

10.15 – 11am – PANEL1: Analysis of Global Gas Markets in the Context of the Energy Transition

James Leaton, Research Director, Carbon Tracker – moderator

Gerard Moutet, Vice President Climate-Energy, TOTAL

Paul Spedding, former Oil and Gas Financial Analyst at HSBC, Advisor to Carbon Tracker

Richard Chatterton, European Gas and Carbon Markets Analyst, Bloomberg New Energy Finance

Ashim Paun, Director Climate Change Strategy, HSBC Global Banking and Markets


11 – 11.15am – COFFEE BREAK

11.15 – 12pm – PANEL 2: Implications for Investors

Mark Campanale, Founder and Executive Director, Carbon Tracker – moderator

Antti Savilaakso, European Head of ESG Research, MSCI ESG Research

Sagarika Chatterjee, Associate Director, UNPRI

Leon Kahmi, Executive Director, Hermes Equity Ownership Services


12 – 12.15pm – CLOSING KEYNOTES

Mark Lewis, Senior Analyst Sustainability Research, Kepler Cheuvreux

Jeremy Leggett, Chairman, Carbon Tracker