Research
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
Popular Reports
How to waste over half a trillion dollars: The...
Coal
12 March 2020
2020 Vision: why you should see the fossil fuel peak...
Energy transition
10 September 2018
Handbrake Turn
Oil
31 January 2020
Fanning the Flames: How executives continue to be...
Oil
13 March 2020
Our Latest Research
Power
Blog
01 April 2020
COVID and coal power: outlook and opportunities
COVID-19 is crippling economies and creating turmoil in financial markets. This note gives our outlook for coal generation in 2020 due to...
Power
Blog
18 March 2020
Here’s why China’s post-COVID-19 stimulus must reject costly coal power
The piece originally was posted to the World Economic Forum website on March 18, 2020. The impact of China's previous economic stimuli...
Coal
Report
12 March 2020
How to waste over half a trillion dollars: The economic implications of deflationary renewable energy for coal power investments
Coal developers risk wasting more than $600 billion because it is already cheaper to generate electricity from new renewables than from new...
Power
Flash Note
03 February 2020
Indonesia to replace one fifth of coal fleet with renewable energy
According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged 20 years and older. The decision to retire...
Power
Blog
12 December 2019
Powering down coal: The economic case for a global coal phase-out is stronger than ever
Coal power is losing its economic footing. As detailed in Figure 1, according to Carbon Tracker analysis, which is based on boiler (or...
Coal
Flash Note
11 December 2019
SSE aligns with Carbon Tracker’s Paris-compliant methodology for coal power
In November, SSE confirmed that its remaining hard coal units at Fiddler’s Ferry power plant in the UK will close by 31 March 2020....Popular Reads
How to waste over half a trillion dollars: The economic implications of deflationary renewable energy for coal power investments
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
Read More
2020 Vision: why you should see the fossil fuel peak coming
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
Read More
Iberdrola aligns with Carbon Tracker’s Paris-compliant methodology for...
Coal Flash Note December 2019Iberdrola announced at the opening of the United Nations Framework Convention on Climate Change (COP25) this week it will...
Read More
The energy complex has EU coal generators in a chokehold. Are policymakers and investors prepared for what comes next? In this...
Read More
Carbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is...
Read More
The economic viability of new and existing coal in Japan could be severely undermined by cheap renewables and, without policy...
Read More
At Carbon Tracker - our research focus is the impact of climate change on financial markets. Our global coal report, Powering...
Read More
Climate Action 100+ power utility profiles for mainstream investors to align with Paris and manage energy transition...
Read More
Recently Carbon Tracker’s power and utilities team travelled to Vietnam to market our latest analyst note, Here Comes the Sun...
Read More
Vietnam’s low-cost renewables revolution and its implications for coal power investments Key findings: ...
Read More
Arriving into Katowice Poland, host city for COP24, you were immediately struck by the obvious conflict at the heart of the UN...
Read More
This interactive portal and accompanying report track the economic and financial risks of coal power at the asset-level...
Read More
Economic and financial risks of coal power in Indonesia, Vietnam and the...
Coal Report October 2018Examining the stranded asset risk of coal plants in Indonesia, Vietnam and The Philippines These three country briefings...
Read More
The asset economics and financial implications of Energa’s and Enea’s proposed new Ostrołęka coal power plant C In this...
Read More
One year ago we posted here comes the sun – a blog which found the lowest solar bid of 2017 could be less than the cash cost of...
Read More
Several financial institutions have recently announced they will stop funding new coal power projects, with HSBC being the...
Read More
This study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
Read More
Summary The operating costs of coal units are complex and depend on many variables. Coal units are complex, long-life...
Read More
Our analysts Matt Gray and Laurence Watson respond to PPL's recent Climate Assessment Report. Summary Following a...
Read More
Facts still matter: FERC saves US energy consumer $1.4b pa by rejecting...
Coal Analyst Note January 2018Summary The Federal Energy Regulatory Commission (FERC) announced on 8 January that it would reject the Notice of Proposed...
Read More
Summary: Xcel Energy’s 2017 Colorado filing shows the median bid price for wind plus storage was $21/MWh and for solar...
Read More
If you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
Read More
In this report, we look at how a scenario for the EU28 that is compliant with limiting the rise in global warming to below 2°C...
Read More
Perry’s proposal to reregulate US power markets – $1.4b pa subsidy...
Coal Analyst Note October 2017The Notice of Proposed Rulemaking (NOPR) announced on September 29 will grant coal and nuclear units operating in organised...
Read More
Coal’s market share in the US power mix is being diminished at an unprecedented rate due to fierce competition from cheap gas...
Read More
Cost reductions of India’s solar revolution should serve as a warning to coal investors This week solar PV prices in India...
Read More
Alpha Natural Resources, Peabody Energy Corp., and Arch Coal, Inc.—three of the four largest U.S. coal companies by annual...
Read More
The 12 Days of Carbon Tracker Well…that was different. 2016 has been quite the year of change. A year of political events that...
Read More
China is currently building more coal plants than it needs and in doing so is misallocating capital at an unprecedented...
Read More
Carbon Tracker’s work on the energy transition has already demonstrated the value in challenging traditional energy model...
Read More
In January 2016 the US Secretary of the Interior announced a moratorium on new coal leasing on public lands pending completion of...
Read More
The recent shift in China’s economy has been one of dramatic speed and scale. The first decade of the 2000s saw China’s...
Read More
Shelagh Whitley and Mark Fulton President Obama’s rejection of the Keystone XL pipeline last November signalled a landmark...
Read More
Stranded Assets a Response: Myth or Reality? Late last year respected British economist Dieter Helm dismissed the concept of...
Read More
The data is clear – the energy transition is underway, and the direction of travel is away from fossil fuels. But not everyone...
Read More
There has been much discussion of fossil fuel subsidies as both an inefficient use of public tax dollars and a barrier to the...
Read More
First appeared in BusinessGreen Global coal is on the ropes. Prices of thermal coal have collapsed as demand evaporates;...
Read More
In this report we analyse the EU’s largest 5 power generators: Électricité de France (EDF), GDF Suez, Enel, E.ON and RWE, who...
Read More
The market for thermal coal is in structural decline in the United States. Squeezed out by an abundance of cheap shale gas and...
Read More
The 2015 Oil Spending Review is in Full Swing With oil prices collapsing to between $50/$60 a barrel (at the...
Read More
This Carbon Tracker report shows how rural communities in Africa and India suffering most from a lack of modern energy can...
Read More
Our research on coal consists of a package of detailed analyses of coal supply, demand and financial trends. The accompanying...
Read More
This latest piece of research from Standard & Poors’ coal analysts in collaboration with CTI explores for the first time...
Read More
Since the turn of the century, China has almost single-handedly been driving global thermal coal consumption growth. Changes in...
Read More
Following on from Carbon Tracker’s Unburnable Carbon 2013 global analysis, we release this report in collaboration with The...
Read More
This new research from Carbon Tracker and the Grantham Research Institute on Climate Change and the Environment at LSE calls...
Read More
This new analysis from the Carbon Tracker Initiative finds that the current coal reserves earmarked for the South African market,...
Read More
This is the original report which pioneered the concept of the 'Carbon Bubble'. This award-winning analysis by Carbon...
Read More