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
Popular Reports
Recalibrating Climate Risk
Capital Markets Policy
05 February 2026
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...
Flash Note
06 May 2022
Shell’s Energy Transition Progress Report: Still lacking absolute emissions Scope 3 interim targets
Shell recently published its first Energy Transition Progress Report. The document has been produced ahead of the AGM on 24 May 2022,...
Flash Note
06 December 2021
Shell and Third Point: Spinning (Off) the Sector
Third Point, the US activist hedge fund, has recently proposed a significant change to the corporate structure of Shell, suggesting a...Popular Reads
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