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We carry out scenario analysis and research 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
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Blindspot: Auto Loan ABS An Asset-Backed Insecurity?
Automotive
24 May 2023



There Will Be Blood: Decommissioning California’s...
Gas
18 May 2023


The Sky’s the Limit: Solar and wind energy...
Energy transition
23 April 2021


Missed Pitch
Gas
05 May 2023
Our Latest Research


Automotive
Analyst Note
24 May 2023
Blindspot: Auto Loan ABS An Asset-Backed...
Poorly performing Auto Loan ABS has the potential to put the brakes on bond holder returns and automaker cashflow In developed markets,...

Climate risk disclosure
Flash Note
03 April 2023
Driving in the Dark: Why automotive companies need to shed light on climate impacts in FY2022 financial reporting
As automotive companies start to release their annual reports for FY2022 we take look at how they considered climate in FY2021. The...

Oil
Blog
30 January 2023
S-curves in the driving seat of the energy transition
Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This is because the future energy...

Automotive
Blog
05 January 2023
One in three UK car sales may be fully electric by end ‘23 as S-Curve transforms market
Blog Series: The UK’s adoption of BEVs – in 2016 UK BEV car sales (all electric) were a mere one in a 100, and derided. By the end of...

Automotive
Analyst Note
10 November 2022
Slipped Gear: Automaker emissions goals unaligned to meet climate targets
This report is an assessment of automotive company alignment to the Paris Agreement and their position relative to the automotive energy...

Corporate Research
Journal
25 October 2022
The Transition Files: periodic thoughts and views on companies, industries and energy transition
The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash Flows, and one on Company...Popular Reads
Blindspot: Auto Loan ABS An Asset-Backed Insecurity?
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreThere Will Be Blood: Decommissioning California’s Oilfields
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read More