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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

Gas Analyst Note 01 February 2023

Marginal Call

Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has come for a shift in the way...
Corporate Research Analyst Note 14 September 2022

EU Coal: The Good, The Bad & The Ugly

We are writing this report because retiring coal is the fastest route to decarbonisation and alignment with the goals of the Paris...

Apocoalypse Now

Analyst Notes Analyst Note October 2019

The energy complex has EU coal generators in a chokehold. Are policymakers and investors prepared for what comes next? In this...

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