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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We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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Net Zero has become an energy transition delay tactic, driven by incumbents, but it is unlikely to work - as we detail in this...
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In this edition of our Transition Files Journal, we celebrate our coverage of US Power and Utilities corporates with a rigorous...
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Major oil and gas companies still have choices about how to minimise the risk of having stranded assets, for now. Early in...
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Transition Plan Analysis (TPA) Level 2 Despite differing views on climate change, it cannot escape anyone’s attention that...
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Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of information in its approach...
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Transition Plan Analysis (TPA) Level 1 Despite differing views on climate change, it cannot escape anyone’s attention that...
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There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the United States, and with...
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Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This is because the future...
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Decarbonising CCGT, grids & Scope 3 Emissions Engie needs to consider retiring merchant CCGT capacity. Its plans to...
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Transition Plan Analysis: For Naturgy to be fully aligned with the goals of the Paris Agreement, five things need to...
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Transition Plan Analysis: Engie’s plans to reduce carbon intensity for scope 1 and 3 emissions from generation are not...
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For Centrica to be aligned with the goals of the Paris Agreement, four things need to happen: The company needs to...
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Viewed as an established authority on the latest energy trends, the annual World Energy Outlook (WEO) informs both investment and...
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Carbon Tracker Research in an Energy Transition Context: October through November 2022 COP27 Special Report: African...
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The war in Ukraine is a further example of the inherent fragility of the world fossil fuel system. It is accelerating the energy...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash Flows, and one on...
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For many decades fossil hydrogen has been an integral part of our energy society. From being an essential component for powering...
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Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a manifestation of non...
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As temperatures accelerate towards 1.5˚C, near-term actions that limit global warming would reduce losses and damages related to...
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On a recent episode of Joe Rogan’s controversial and highly influential podcast, Canadian psychology professor and best-selling...
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Market-based pricing for gas saved EU consumers billions – until this winter's energy crunch came along. Europe’s exposure to...
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To keep 1.5°C alive, immediate action on methane emissions is required from the oil and gas industry, with significant impact...
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There is a paradox at the heart of expertise: those who have accumulated the most authority in an industry are often those least...
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The world has changed a lot since Paris; so too should the logic of climate mitigation. Mitigating climate change is no longer...
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On Monday 9th August, the Intergovernmental Panel on Climate Change (IPCC) delivered a climate report warning of ‘code red for...
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The fossil energy system is falling over the edge of the demand cliff. 2019 was likely peak fossil fuel demand and this marks...
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Fossil fuel electricity generation has peaked worldwide as emerging market countries seize the opportunities of low-cost...
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The IEA’s latest piece on minerals[1] critical to the energy transition gives a rather pessimistic spin to what was some very...
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Solar and wind potential is far higher than that of fossil fuels and can meet global energy demand many times over, unlocking...
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Smart investments and viral ideas in pandemic recovery and contagious new tools for deeper, cheaper energy efficiency could speed...
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Carbon Tracker's New Energy Strategist Kingsmill Bond argues the election of Joe Biden on a ticket to restore America's climate...
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Carbon Tracker's Christmas Cracker had a makeover in 2020. This infographic originally went out in our December newsletter,...
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Falling battery prices and the decarbonisation of transport systems in emerging markets will reduce dependency on oil imports and...
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Guest post by Carbon Tracker advisory board member Nick Robins - reposted with permission from the author If there is one...
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The exit of Trump removes the greatest impediment to the energy transition, and will unleash a great era of creativity and...
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Explorers use maps intensively, but they take the information recorded in the charts they use with a few grains of salt, knowing...
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A key tipping point was reached in 2019. Global demand for fossil fuels peaked and is unlikely ever to recover to its pre-crisis...
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One of the world’s leading energy forecasters released a report this morning arguing that 2019 was the peak of the fossil fuel...
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The oil and petrochemical industries are betting their future growth prospects on demand for plastics. But plastics demand is...
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Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy transition by...
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The Earth's temperatures continue to rise causing catastrophic climate change. The risks of climate change are having major...
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The energy transition is disrupting the entire fossil fuel system, with profound consequences for financial markets and...
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The COVID-19 pandemic shut economies, disrupted established global production chains and pressed an indefinite pause on the...
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The IEA on Thursday[1] released some eye-watering projections for energy demand declines in 2020 in the light of the Covid19...
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The 2019 report on the Speed of the Energy Transition by the World Economic Forum Global Future Council on Energy described two...
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At this time of crisis, the immediate issue is to solve the health and economic emergencies, and we salute the heroes of the...
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I was sitting in a hot tub in Leningrad in the summer of 1990 when I realised the Soviet Union would fall. There were five of...
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Carbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is...
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Gradual or Rapid Energy Transition: What path are we on? The energy industry is complex, and understanding the major trends...
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The Amazon is burning, Greenland is melting, the US is rolling back environmental protections, and the energy sector consensus is...
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Falling renewable costs and intermittency solutions drive a tipping point for the Inevitable Policy Response The Inevitable...
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During the inaugural London Climate Action Week - Carbon Tracker co-hosted the Climate Risk and the Capital Domino Effect event...
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The argument is often made that oil reserves have high natural decline rates which necessitate the continuous investment in and...
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By Anthony Hobley Attending Davos for the World Economic Forum (WEF) Annual Meeting is like being thrown into the centre of...
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The political tipping point is coming. The falling costs of renewables are driving a political tipping point where politicians...
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Our New Energy Strategist co-authored this report for the International Renewable Energy Agency (IRENA) Fundamental changes...
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What can the global oil and gas sector learn from the decline of the European electricity sector after 2007? The story of the...
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In the 2014 film Merchants of Doubt a small group of well funded lobbyists cast doubts over the science linking tobacco to lung...
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Myth 3. Hard-to-abate sectors prevent an energy transition This is the third of the Energy Transition Myth Busters series,...
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Our Take on OECD Green Finance 2018 Over 2 days in Paris, 13-14 November business leaders, Government policy makers, NGOs and...
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Myth 2. The intermittency of renewables will prevent the transition This is the second of the Energy Transition Myth Busters...
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Myth 1. Renewable energy sources are too small to impact the giant fossil fuel sector. This is the first of a series on the...
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The peak in fossil fuel demand will have a dramatic impact on financial markets in the 2020s. The global energy system is...
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This study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
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If you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
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What have Las Vegas casinos got in common with tackling climate change and transitioning to a low carbon economy? More than you...
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Does the oil major’s 2017 Energy Perspectives mark new thinking for the company? On June 8th, Statoil published the 2017...
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Glencore released a report last week ahead of its Annual General Meeting aimed at assessing the long-term implications of climate...
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Former UN climate change chief Christiana Figueres brings new urgency to the global climate conversation with a campaign to...
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This report was produced in partnership between Carbon Tracker and the Grantham Institute at Imperial College London. The...
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Guest post by Jeremy Leggett, Non-executive chairman of Carbon Tracker The global energy transition remains in...
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WEO 2016 also warns of disjointed scenario if energy transition is delayed. Scenarios are not forecasts The scenarios produced...
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Guest post by Kingsmill Bond, new energy analyst at Trusted Sources (research & consultancy) The orthodox view is that...
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In 2016, the Kingdom of Saudi Arabia has a major opportunity to develop a new industry, an opportunity that became something of...
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Just because one of Britain's best loved vehicles rolled off the production line for the last time last week doesn't...
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This report is designed to challenge the conventional thinking and linear models which dominate the current scenarios for energy...
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This paper, first presented at the 1st Global Stranded Assets Conference, hosted by the Smith School in Oxford September 2015,...
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“First they ignore you, then they laugh at you, then they fight you, then you win.” Mahatma Gandhi I recently attended a...
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This guest post by Paul Gilding, an independent writer, corporate advisor and advocate for action on climate change and...
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First appeared in BusinessGreen Will the United Nations Climate Change Conference (COP 21) in Paris later this year be a...
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Rising greenhouse gas emissions are often talked about as a one-time, irreversible natural experiment with the climate...
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First appeared in BusinessGreen Through our pioneering “Carbon Bubble” work we used a simple idea and easy numbers to...
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First appeared in BusinessGreen Ahead of the Paris climate talks the burning question for policy makers and investors is how...
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Carbon Tracker is developing a transition road map for the fossil fuel industry. This will outline the steps we believe that the...
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This Carbon Tracker report shows how rural communities in Africa and India suffering most from a lack of modern energy can...
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Carbon Tracker’s ultimate vision is a climate-secure energy and financial system. This does not mean fossil fuels being...
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