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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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ExxonMobil – The Existential Crisis



ExxonMobil’s Transition Plan


The Sky’s the Limit: Solar and wind energy...


SHELL – Will Shell’s Energy Transition...


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: Uniper SE – Restructuring due but let’s not forget decarbonisation
Uniper SE Uniper’s transition to net zero is not aligned with the goals of the Paris Agreement. Datteln4 is a major obstacle to...

Corporate Research: RWE AG – Talking the talk, but will need to walk the walk
RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. Germany has yet to bring forward...

Corporate Research: CEZ a.s – Restructuring due; urgent need for renewables
CEZ a.s CEZ’s transition to net zero by 2040 is not fully aligned with the goals of the Paris Agreement. CEZ is retiring coal...

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...

End in Sight: How South Korea can force coal offline by 2028
A cost-optimized analysis for a renewables investment schedule for South Korea shows that a more ambitious rollout of renewable energy is...Popular Reads
ExxonMobil – The Existential Crisis
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreExxonMobil’s Transition Plan
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreThe energy complex has EU coal generators in a chokehold. Are policymakers and investors prepared for what comes next? In this...
Read MoreClimate Action 100+ power utility profiles for mainstream investors to align with Paris and manage energy transition...
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 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...
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