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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 (Oil & Gas) Report 08 February 2024

Decarbonising Gas Networks (Part 1): Snam

Snam Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the European gas network listed...

Corporate Research (Oil & Gas) Report 08 February 2024

Decarbonising Gas Networks (Part 2): Italgas

Italgas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the European gas network listed...

Corporate Research (Oil & Gas) Report 08 February 2024

Decarbonising Gas Networks (Part 3): Enagas

Enagas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the European gas network listed...

Flash Note 01 December 2023

Chevron, ExxonMobil and Oxy: M&A and the Energy Transition

In this note, Neil Quach, Senior Corporate Research Analyst – North American Oil & Gas, drills down into the financial and economic...

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...

Report 09 May 2023

Will Shell’s Energy Transition Strategy Change Under Its New CEO? – Updated Version

Given the very large size of Shell’s hydrocarbon assets on the balance sheet, to convert Shell into a business able to cope well with the...

Curb Your Enthusiasm: Bridging the gap between the UK’s CCUS targets and reality

We carry out scenario analysis and research to examine and understand how potential changes to supply and...

Loading the DICE Against Pensions

We carry out scenario analysis and research to examine and understand how potential changes to supply and...

The Transition Files: periodic thoughts and views on companies, industries...

Journal April 2023

In this edition of our Transition Files Journal, we celebrate our coverage of US Power and Utilities corporates with a rigorous...

ExxonMobil – The Existential Crisis

Report March 2023

Transition Plan Analysis (TPA) Level 2 Despite differing views on climate change, it cannot escape anyone’s attention that...

SHELL – Will Shell’s Energy Transition Strategy Change Under Its...

Corporate Research (Oil & Gas) Report March 2023

Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of information in its approach...

ExxonMobil’s Transition Plan

Report March 2023

Transition Plan Analysis (TPA) Level 1 Despite differing views on climate change, it cannot escape anyone’s attention that...

EU Gas Summary

Report January 2023

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

Naturgy Energy Group S.A – Five steps to alignment

Report January 2023

Transition Plan Analysis: For Naturgy to be fully aligned with the goals of the Paris Agreement, five things need to...

Engie – Reducing both scope 1 and 3 emissions – scope for...

Report January 2023

Transition Plan Analysis: Engie’s plans to reduce carbon intensity for scope 1 and 3 emissions from generation are not...

Centrica plc – Four steps from Company, Regulator and Government to...

Report January 2023

For Centrica to be aligned with the goals of the Paris Agreement, four things need to happen: The company needs to...

The Transition Files: periodic thoughts and views on companies, industries...

Autos Journal October 2022

The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash Flows, and one on...

Shell’s Energy Transition Progress Report: Still lacking absolute...

Flash Note May 2022

Shell recently published its first Energy Transition Progress Report. The document has been produced ahead of the AGM on 24...

Shell and Third Point: Spinning (Off) the Sector

Flash Note December 2021

Third Point, the US activist hedge fund, has recently proposed a significant change to the corporate structure of Shell,...

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