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
India may not be Paris aligned but that does not mean that key Indian corporates can ignore the technological revolution the...
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Tohoku Electric Power is one of the largest power generation and transmission companies in Japan. It has 17 GW of own generation...
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Iberdrola is Europe’s largest and the world’s second largest utility by market cap. It has more than 50GW of generation...
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Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end users and retail...
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Duke Energy (N/R) – Sale process drawn out raises eyebrows on potential equity. In our Transition Files vol 2 piece, we...
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Transition Plan Analysis Despite nationalisation, EDF remains a major issuer in the fixed income space as well as a competitive...
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Transition Plan Analysis In this note Will Grainger, our Senior North American Power and Utilities Analyst, outlines the key...
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J-Power has a commitment to achieve net zero emissions by 2050 but we do not think the plan is currently Paris-aligned We...
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RWE is bringing forward the closure of 3.1GW of lignite capacity at Niederaussem K, Neurath F & G from end 2038 to December...
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Uniper SE Uniper’s transition to net zero is not aligned with the goals of the Paris Agreement. Datteln4 is a major...
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RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. Germany has yet to...
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We are writing this report because retiring coal is the fastest route to decarbonisation and alignment with the goals of the...
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CLP 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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