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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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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 (Power & Utilities)
Analyst Note
17 September 2022
Corporate Research: Uniper SE – Restructuring due but let’s not forget decarbonisation
Uniper SE Uniper’s transition to net zero is not aligned with the goals of the Paris Agreement. Datteln4 is a major obstacle to...
Analyst Note
17 September 2022
Corporate Research: RWE AG – Talking the talk, but will need to walk the walk
RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. Germany has yet to bring forward...
Corporate Research (Power & Utilities)
Analyst Note
17 September 2022
Corporate Research: CEZ a.s – Restructuring due; urgent need for renewables
CEZ a.s CEZ’s transition to net zero by 2040 is not fully aligned with the goals of the Paris Agreement. CEZ is retiring coal...
Corporate Research (Power & Utilities)
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 (Power & Utilities)
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...Popular Reads
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Corporate Profile – Tenaga Nasional Berhad
Corporate Research (Power & Utilities) Analyst Note July 2022Tenaga Nasional Berhad (TNB) aims to achieve net zero emissions by 2050 underpinned by a commitment to reduce 35% of its...
Read MoreAdani Power Limited (APL) has no commitment to achieve net zero emissions and no meaningful plans to manage the energy transition...
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