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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

Corporate Research Report 15 June 2023

Enel SpA – All change?

Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end users and retail operator by...
Corporate Research Flash Note 05 June 2023

US Vertically Integrated Utilities

Duke Energy (N/R)  – Sale process drawn out raises eyebrows on potential equity. In our Transition Files vol 2 piece, we noted that a...
Corporate Research Analyst Note 13 April 2023

NextEra – NEE and the Sunshine Band

Transition Plan Analysis In this note Will Grainger, our Senior North American Power and Utilities Analyst, outlines the key components...

EU Gas Summary

Energy transition Report January 2023

Decarbonising CCGT, grids & Scope 3 Emissions Engie needs to consider retiring merchant CCGT capacity. Its plans to...

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