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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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Absolute Impact 2024: Oil and gas companies’...
Uniper SE: Government ownership key to decarbonisation
Corporate Research (Power & Utilities) Report July 2024Carbon Tracker has produced two separate related reports on RWE and Uniper, the German publicly traded coal utilities, to assess...
Read MoreRWE AG: The case for an accelerated coal exit
Corporate Research (Power & Utilities) Report July 2024Carbon Tracker has produced two separate related reports on RWE and Uniper, the German publicly traded coal utilities, to assess...
Read MoreIndia may not be Paris aligned but that does not mean that key Indian corporates can ignore the technological revolution the...
Read MoreSnam Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the European gas network...
Read MoreItalgas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the European gas...
Read MoreEnagas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the European gas network...
Read MoreTohoku Electric Power is one of the largest power generation and transmission companies in Japan. It has 17 GW of own generation...
Read MoreIberdrola is Europe’s largest and the world’s second largest utility by market cap. It has more than 50GW of generation...
Read MoreTransition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end users and retail...
Read MoreDuke Energy (N/R) – Sale process drawn out raises eyebrows on potential equity. In our Transition Files vol 2 piece, we...
Read MoreTransition Plan Analysis Despite nationalisation, EDF remains a major issuer in the fixed income space as well as a competitive...
Read MoreTransition Plan Analysis In this note Will Grainger, our Senior North American Power and Utilities Analyst, outlines the key...
Read MoreJ-Power has a commitment to achieve net zero emissions by 2050 but we do not think the plan is currently Paris-aligned We...
Read MoreRWE is bringing forward the closure of 3.1GW of lignite capacity at Niederaussem K, Neurath F & G from end 2038 to December...
Read MoreCorporate Research: Uniper SE – Restructuring due but let’s not...
Corporate Research (Power & Utilities) Analyst Note September 2022Uniper SE Uniper’s transition to net zero is not aligned with the goals of the Paris Agreement. Datteln4 is a major...
Read MoreRWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. Germany has yet to...
Read MoreEU Coal: The Good, The Bad & The Ugly
Corporate Research (Power & Utilities) Analyst Note September 2022We are writing this report because retiring coal is the fastest route to decarbonisation and alignment with the goals of the...
Read MoreCorporate Profile – CLP Holdings Limited
Corporate Research (Power & Utilities) Analyst Note July 2022CLP Holdings Limited (CLP) has a commitment to achieve net zero emissions by 2050. However, we do not think CLP’s net zero plan...
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