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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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Absolute Impact 2023: Progress on oil and gas...
Oil
07 September 2023



Kazakhstan Energy Transition
Energy transition
25 September 2023


Loading the DICE Against Pensions
Energy transition
27 July 2023


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


Climate risk disclosure
Analyst Note
11 January 2023
A New Theory of ARO Creditor Rights
With approximately 2.1 million abandoned wells across the U.S., there is growing concern about unfunded asset retirement obligations (AROs)...

Climate risk disclosure
Analyst Note
02 August 2022
Letter to ISSB on Sustainability- and Climate-related Disclosures
The International Sustainability Standards Board’s Exposure Drafts “IFRS S1 General Requirements for Disclosure of...

Climate risk disclosure
Analyst Note
23 June 2021
Letter to the SEC on Climate Change Disclosures
Recently, we submitted a letter in response to the Securities and Exchange Commission’s (SEC) Public Input on Climate Change Disclosures,...

Climate risk disclosure
Analyst Note
31 March 2021
A Tale of Two Share Issues: How fossil fuel equity offerings are losing investors billions
The value of share offerings in fossil fuel producing and related companies dropped by $123 billion in the last decade, underperforming a...

Oil
Analyst Note
15 June 2020
The Impair State: The Paris Agreement starts to impact oil & gas accounting
The oil industry’s financial statements reflect climate change conflict Oil and gas companies have never been under more pressure on...

Climate risk disclosure
Analyst Note
19 February 2020
The Flip Side: Stranded Assets and Stranded Liabilities
Carbon Tracker’s fundamental insight is that the oil and gas industry’s growth plans do not fit in a low carbon world. As such there...Popular Reads
Absolute Impact 2023: Progress on oil and gas emissions targets has stalled
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreKazakhstan Energy Transition
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreOur analysts Matt Gray and Laurence Watson respond to PPL's recent Climate Assessment Report. Summary Following a...
Read More