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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

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...
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...
Corporate Research Analyst Note 14 July 2022

Corporate Profile – CLP Holdings Limited

CLP Holdings Limited (CLP) has a commitment to achieve net zero emissions by 2050. However, we do not think CLP’s net zero plan is...