Research
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
Popular Reports
Closing the Oil Well Transfer Loophole
Asset Retirement Obligation
20 May 2025
Autos
Report
23 July 2025
Financial & Climate Alignment: BMW
Building on our previous research into the automotive sector, this report takes a closer look at how major manufacturers are aligning with...
Autos
Report
27 February 2025
Re-Fleeting Revolution: Delivering Financial Returns in the Electric Heavy Duty Vehicle Transition
Introduction: This report analyzes the financial implications and opportunities of transitioning the global heavy-duty vehicle (HDV) fleet...
Autos
Blog
11 September 2024
BMW & Toyota: A Tale of Two Tailpipes
Evaluating Automotive Transition Strategies Electrification of the passenger vehicle fleet is inevitable. To be relevant in a...
Energy Transition
Blog
29 May 2024
Heavy Duty Vehicles Decarbonisation: Hard-to-Abate?
A clear example of how the energy transition is changing quickly due to strides in cheap and scalable electrification is in the area of...
Autos
Report
02 May 2024
Heavy Lifting Required: Truckmakers’ Electric Transition
Assessing Truckmakers’ commitment and effective transition to electric vehicles Recently ratified Heavy Duty Vehicles (HDV) emissions...
Automotive
Report
28 March 2024
Oil Companies In Disguise: 2024 Edition
CO2 matters: on emissions reporting, ESG ratings and stock market prices in the car sector Following on from the analysis conducted in...Popular Reads
Closing the Oil Well Transfer Loophole
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read More
After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. Polling shows he...
Read More
The UK will phase-out new ICE vehicle sales by 2035, but an incoherent battery strategy puts the relevance of the UK automotive...
Read More
Unlocking the economic potential from vehicle electrification The global deployment of Battery Electric Vehicles (BEVs) is...
Read More
Poorly performing Auto Loan ABS has the potential to put the brakes on bond holder returns and automaker cashflow In developed...
Read More
As automotive companies start to release their annual reports for FY2022 we take look at how they considered climate in...
Read More
Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This is because the future...
Read More
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...
Read More
Slipped Gear: Automaker emissions goals unaligned to meet climate targets
Autos Analyst Note November 2022This report is an assessment of automotive company alignment to the Paris Agreement and their position relative to the automotive...
Read More
The Transition Files: periodic thoughts and views on companies, industries...
Autos Journal October 2022The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash Flows, and one on...
Read More