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We carry out scenario analysis to examine and understand how potential changes to supply and demand will impact the future of fossil fuel-exposed companies and projects. This analysis helps the investment community better understand the financial implications of tackling climate change

Energy transition Blog 20 May 2020

The road ahead after COVID

The COVID-19 pandemic shut economies, disrupted established global production chains and pressed an indefinite pause on the ‘old’...
Oil Blog 11 May 2020

Carbon budgets: Where are we now?

This blog updates our 2018 note Carbon Budgets Explained. Carbon budgets – the amount of carbon dioxide emissions permitted over a...

Handbrake Turn

Oil Analyst Note January 2020

The cost of failing to anticipate an Inevitable Policy Response to climate change In this report, we look at the...

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Apocoalypse Now

Analyst Notes Analyst Note October 2019

The energy complex has EU coal generators in a chokehold. Are policymakers and investors prepared for what comes next? In this...

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The Decline Rate Delusion

Energy transition Analyst Note April 2019

The argument is often made that oil reserves have high natural decline rates which necessitate the continuous investment in and...

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When capex met climate

Climate risk disclosure Blog February 2019

BP and Glencore announce plans to link fossil fuel investments to Paris Agreement goals 2019 is shaping up to be the year in...

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Scope for Improvement

Oil Analyst Note January 2019

Why carbon intensity ambitions are welcome, but strict limits on future project sanction remain the route to Paris...

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Electric Vehicle Tracker

Oil Analyst Note December 2017

Headlines Growth of electric vehicles (EVs) in scenarios developed by some oil majors is ten years behind the level expected...

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Statoil: U-turn on EVs?

Energy transition Blog June 2017

Does the oil major’s 2017 Energy Perspectives mark new thinking for the company? On June 8th, Statoil published the 2017...

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Here comes the sun

Coal Blog May 2017

Cost reductions of India’s solar revolution should serve as a warning to coal investors This week solar PV prices in India...

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