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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
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The Impair State: The Paris Agreement starts to impact...

The Future’s Not in Plastics: Why plastics demand...

How The Mighty Are Fallen – How Chasing Growth...

How to waste over half a trillion dollars: The...

COP26: A chance to reset and eliminate obstacles – coal in sights
2021 is a year of opportunity; one of resetting, reshaping and a chance to remove distortions that hinder an orderly energy transition. The...
Measuring and managing energy transition risk in the Philippines
As part of a UK government-funded project to support the Philippines power sector stakeholders navigate the shifts, risks and opportunities...
Annual Review 2019
Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy transition by focussing on the...
How to Retire Early: Making accelerated coal phaseout feasible and just
Although coal has long been viewed as the cheapest way to power the global economy, this is no longer the case. New renewable energy is...
Enel aligns with Carbon Tracker’s Paris-compliant methodology for coal power
With 46 GW of renewable energy capacity, Enel is the largest private operator of renewable energy globally. [i] [ii] Enel also has a...
A Tale of Two Investors: A Carbon Tracker Video
The Earth's temperatures continue to rise causing catastrophic climate change. The risks of climate change are having major impacts on...Popular Reads
The Impair State: The Paris Agreement starts to impact oil & gas accounting
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
Read MoreThe Future’s Not in Plastics: Why plastics demand won’t rescue the oil sector
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
Read MoreThe sudden economic downturn brought on by the Coronavirus threatens to cripple the finances of U.S state governments. The...
Read MoreBuilding and operating coal is becoming a political decision that increasingly conflicts with underlying economic...
Read MoreCOVID-19 is crippling economies and creating turmoil in financial markets. This note gives our outlook for coal generation in...
Read MoreThe piece originally was posted to the World Economic Forum website on March 18, 2020. The impact of China's previous...
Read MoreCoal developers risk wasting more than $600 billion because it is already cheaper to generate electricity from new renewables...
Read MoreAccording to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged 20 years and older. The decision to...
Read MoreCoal power is losing its economic footing. As detailed in Figure 1, according to Carbon Tracker analysis, which is based on...
Read MoreSSE aligns with Carbon Tracker’s Paris-compliant methodology for coal...
Coal Flash Note December 2019In November, SSE confirmed that its remaining hard coal units at Fiddler’s Ferry power plant in the UK will close by 31...
Read MoreIberdrola 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 MoreThe energy complex has EU coal generators in a chokehold. Are policymakers and investors prepared for what comes next? In this...
Read MoreCarbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is...
Read MoreThe economic viability of new and existing coal in Japan could be severely undermined by cheap renewables and, without policy...
Read MoreAt Carbon Tracker - our research focus is the impact of climate change on financial markets. Our global coal report, Powering...
Read MoreClimate Action 100+ power utility profiles for mainstream investors to align with Paris and manage energy transition...
Read MoreRecently Carbon Tracker’s power and utilities team travelled to Vietnam to market our latest analyst note, Here Comes the Sun...
Read MoreVietnam’s low-cost renewables revolution and its implications for coal power investments Key findings: ...
Read MoreArriving into Katowice Poland, host city for COP24, you were immediately struck by the obvious conflict at the heart of the UN...
Read MoreThis interactive portal and accompanying report track the economic and financial risks of coal power at the asset-level...
Read MoreEconomic 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 MoreThe asset economics and financial implications of Energa’s and Enea’s proposed new Ostrołęka coal power plant C In this...
Read MoreOne 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 MoreSeveral financial institutions have recently announced they will stop funding new coal power projects, with HSBC being the...
Read MoreThis study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
Read MoreSummary The operating costs of coal units are complex and depend on many variables. Coal units are complex, long-life...
Read MoreOur analysts Matt Gray and Laurence Watson respond to PPL's recent Climate Assessment Report. Summary Following a...
Read MoreFacts 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 MoreSummary: Xcel Energy’s 2017 Colorado filing shows the median bid price for wind plus storage was $21/MWh and for solar...
Read MoreIf you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
Read MoreIn 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 MorePerry’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 MoreCoal’s market share in the US power mix is being diminished at an unprecedented rate due to fierce competition from cheap gas...
Read MoreCost reductions of India’s solar revolution should serve as a warning to coal investors This week solar PV prices in India...
Read MoreAlpha Natural Resources, Peabody Energy Corp., and Arch Coal, Inc.—three of the four largest U.S. coal companies by annual...
Read MoreThe 12 Days of Carbon Tracker Well…that was different. 2016 has been quite the year of change. A year of political events that...
Read MoreChina is currently building more coal plants than it needs and in doing so is misallocating capital at an unprecedented...
Read MoreCarbon Tracker’s work on the energy transition has already demonstrated the value in challenging traditional energy model...
Read MoreIn January 2016 the US Secretary of the Interior announced a moratorium on new coal leasing on public lands pending completion of...
Read MoreThe recent shift in China’s economy has been one of dramatic speed and scale. The first decade of the 2000s saw China’s...
Read MoreShelagh Whitley and Mark Fulton President Obama’s rejection of the Keystone XL pipeline last November signalled a landmark...
Read MoreStranded Assets a Response: Myth or Reality? Late last year respected British economist Dieter Helm dismissed the concept of...
Read MoreThe data is clear – the energy transition is underway, and the direction of travel is away from fossil fuels. But not everyone...
Read MoreThere has been much discussion of fossil fuel subsidies as both an inefficient use of public tax dollars and a barrier to the...
Read MoreFirst appeared in BusinessGreen Global coal is on the ropes. Prices of thermal coal have collapsed as demand evaporates;...
Read MoreIn this report we analyse the EU’s largest 5 power generators: Électricité de France (EDF), GDF Suez, Enel, E.ON and RWE, who...
Read MoreThe market for thermal coal is in structural decline in the United States. Squeezed out by an abundance of cheap shale gas and...
Read MoreThe 2015 Oil Spending Review is in Full Swing With oil prices collapsing to between $50/$60 a barrel (at the...
Read MoreThis Carbon Tracker report shows how rural communities in Africa and India suffering most from a lack of modern energy can...
Read MoreOur research on coal consists of a package of detailed analyses of coal supply, demand and financial trends. The accompanying...
Read MoreThis latest piece of research from Standard & Poors’ coal analysts in collaboration with CTI explores for the first time...
Read MoreSince the turn of the century, China has almost single-handedly been driving global thermal coal consumption growth. Changes in...
Read MoreFollowing on from Carbon Tracker’s Unburnable Carbon 2013 global analysis, we release this report in collaboration with The...
Read MoreThis new research from Carbon Tracker and the Grantham Research Institute on Climate Change and the Environment at LSE calls...
Read MoreThis new analysis from the Carbon Tracker Initiative finds that the current coal reserves earmarked for the South African market,...
Read MoreThis is the original report which pioneered the concept of the 'Carbon Bubble'. This award-winning analysis by Carbon...
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