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
Foot off the Gas: Why the UK should invest in clean...
Gas
25 February 2021
Beyond Petrostates: The burning need to cut oil...
Oil
11 February 2021
It’s Closing Time: The Huge Bill to Abandon...
Oil
18 June 2020
Billion Dollar Orphans: Why millions of oil and gas...
Oil
01 October 2020
Analyst Notes
Analyst Note
23 February 2021
Can a virus and viral ideas speed the world’s journey beyond fossil fuels?
Smart investments and viral ideas in pandemic recovery and contagious new tools for deeper, cheaper energy efficiency could speed existing...
Energy transition
Blog
21 January 2021
Kingsmill Bond on BBC News talking Joe Biden’s Presidency & the implications for climate action
Carbon Tracker's New Energy Strategist Kingsmill Bond argues the election of Joe Biden on a ticket to restore America's climate leadership...
Power
Blog
22 December 2020
2020 at Carbon Tracker
Carbon Tracker's Christmas Cracker had a makeover in 2020. This infographic originally went out in our December newsletter, however, you...
Energy transition
Analyst Note
20 November 2020
Nothing to lose but your chains: The emerging market transport leapfrog
Falling battery prices and the decarbonisation of transport systems in emerging markets will reduce dependency on oil imports and decimate...
Energy transition
Blog
18 November 2020
How a just transition can speed up the race to net-zero
Guest post by Carbon Tracker advisory board member Nick Robins - reposted with permission from the author If there is one thing that...
Energy transition
Blog
10 November 2020
Unleashing the river of change
The exit of Trump removes the greatest impediment to the energy transition, and will unleash a great era of creativity and opportunity as...Popular Reads
Foot off the Gas: Why the UK should invest in clean energy
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read More
Beyond Petrostates: The burning need to cut oil dependence in the energy transition
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read More
Explorers use maps intensively, but they take the information recorded in the charts they use with a few grains of salt, knowing...
Read More
A key tipping point was reached in 2019. Global demand for fossil fuels peaked and is unlikely ever to recover to its pre-crisis...
Read More
One of the world’s leading energy forecasters released a report this morning arguing that 2019 was the peak of the fossil fuel...
Read More
The Future’s Not in Plastics: Why plastics demand won’t rescue the oil...
Energy transition Analyst Note September 2020The oil and petrochemical industries are betting their future growth prospects on demand for plastics. But plastics demand is...
Read More
Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy transition by...
Read More
The Earth's temperatures continue to rise causing catastrophic climate change. The risks of climate change are having major...
Read More
Decline and Fall: The Size & Vulnerability of the Fossil Fuel System
Energy transition Report June 2020The energy transition is disrupting the entire fossil fuel system, with profound consequences for financial markets and...
Read More
The COVID-19 pandemic shut economies, disrupted established global production chains and pressed an indefinite pause on the...
Read More
The IEA on Thursday[1] released some eye-watering projections for energy demand declines in 2020 in the light of the Covid19...
Read More
The 2019 report on the Speed of the Energy Transition by the World Economic Forum Global Future Council on Energy described two...
Read More
At this time of crisis, the immediate issue is to solve the health and economic emergencies, and we salute the heroes of the...
Read More
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...
Read More
Carbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is...
Read More
Gradual or Rapid Energy Transition: What path are we on? The energy industry is complex, and understanding the major trends...
Read More
The Amazon is burning, Greenland is melting, the US is rolling back environmental protections, and the energy sector consensus is...
Read More
Falling renewable costs and intermittency solutions drive a tipping point for the Inevitable Policy Response The Inevitable...
Read More
During the inaugural London Climate Action Week - Carbon Tracker co-hosted the Climate Risk and the Capital Domino Effect event...
Read More
The argument is often made that oil reserves have high natural decline rates which necessitate the continuous investment in and...
Read More
By Anthony Hobley Attending Davos for the World Economic Forum (WEF) Annual Meeting is like being thrown into the centre of...
Read More
The political tipping point: Why the politics of energy will follow the...
Energy transition Analyst Note January 2019The political tipping point is coming. The falling costs of renewables are driving a political tipping point where politicians...
Read More
Our New Energy Strategist co-authored this report for the International Renewable Energy Agency (IRENA) Fundamental changes...
Read More
What can the global oil and gas sector learn from the decline of the European electricity sector after 2007? The story of the...
Read More
Myths of the Energy Transition – Don’t Let Stranded Economic Thinking...
Energy transition Blog December 2018In the 2014 film Merchants of Doubt a small group of well funded lobbyists cast doubts over the science linking tobacco to lung...
Read More
Myths of the transition: Hard-to-abate sectors prevent an energy transition
Energy transition Analyst Note December 2018Myth 3. Hard-to-abate sectors prevent an energy transition This is the third of the Energy Transition Myth Busters series,...
Read More
Adding a Green Economy to a Brown Economy Does Not Equal Success.
Energy transition Blog November 2018Our Take on OECD Green Finance 2018 Over 2 days in Paris, 13-14 November business leaders, Government policy makers, NGOs and...
Read More
Myths of the transition: The intermittency of renewables prevents an...
Energy transition Analyst Note November 2018Myth 2. The intermittency of renewables will prevent the transition This is the second of the Energy Transition Myth Busters...
Read More
Myths of the transition: Renewables are too small to matter
Energy transition Analyst Note November 2018Myth 1. Renewable energy sources are too small to impact the giant fossil fuel sector. This is the first of a series on the...
Read More
The peak in fossil fuel demand will have a dramatic impact on financial markets in the 2020s. The global energy system is...
Read More
This study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
Read More
If you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
Read More
State of the transition: The roulette wheels of Las Vegas land on green
Energy transition Blog September 2017What have Las Vegas casinos got in common with tackling climate change and transitioning to a low carbon economy? More than you...
Read More
Does the oil major’s 2017 Energy Perspectives mark new thinking for the company? On June 8th, Statoil published the 2017...
Read More
Glencore released a report last week ahead of its Annual General Meeting aimed at assessing the long-term implications of climate...
Read More
Former UN climate change chief Christiana Figueres brings new urgency to the global climate conversation with a campaign to...
Read More
Expect the Unexpected: The Disruptive Power of Low-carbon Technology
Energy transition Report February 2017This report was produced in partnership between Carbon Tracker and the Grantham Institute at Imperial College London. The...
Read More
State of The Transition, November 2016: Steps forward continue to...
Energy transition Blog December 2016Guest post by Jeremy Leggett, Non-executive chairman of Carbon Tracker The global energy transition remains in...
Read More
Latest IEA Outlook outlines an accelerated low-carbon transition
Energy transition Blog November 2016WEO 2016 also warns of disjointed scenario if energy transition is delayed. Scenarios are not forecasts The scenarios produced...
Read More
Guest post by Kingsmill Bond, new energy analyst at Trusted Sources (research & consultancy) The orthodox view is that...
Read More
In 2016, the Kingdom of Saudi Arabia has a major opportunity to develop a new industry, an opportunity that became something of...
Read More
Just because one of Britain's best loved vehicles rolled off the production line for the last time last week doesn't...
Read More
Lost in Transition: How the energy sector is missing potential demand...
Energy transition Report October 2015This report is designed to challenge the conventional thinking and linear models which dominate the current scenarios for energy...
Read More
This paper, first presented at the 1st Global Stranded Assets Conference, hosted by the Smith School in Oxford September 2015,...
Read More
“First they ignore you, then they laugh at you, then they fight you, then you win.” Mahatma Gandhi I recently attended a...
Read More
This guest post by Paul Gilding, an independent writer, corporate advisor and advocate for action on climate change and...
Read More
First appeared in BusinessGreen Will the United Nations Climate Change Conference (COP 21) in Paris later this year be a...
Read More
Rising greenhouse gas emissions are often talked about as a one-time, irreversible natural experiment with the climate...
Read More
First appeared in BusinessGreen Through our pioneering “Carbon Bubble” work we used a simple idea and easy numbers to...
Read More
First appeared in BusinessGreen Ahead of the Paris climate talks the burning question for policy makers and investors is how...
Read More
Carbon Tracker is developing a transition road map for the fossil fuel industry. This will outline the steps we believe that the...
Read More
This Carbon Tracker report shows how rural communities in Africa and India suffering most from a lack of modern energy can...
Read More
Carbon Tracker’s ultimate vision is a climate-secure energy and financial system. This does not mean fossil fuels being...
Read More