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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

Corporate Research Report 23 March 2023

ExxonMobil’s Transition Plan

Transition Plan Analysis (TPA) Level 1 Despite differing views on climate change, it cannot escape anyone’s attention that the climate...
Corporate Research Report 23 March 2023

ExxonMobil – The Existential Crisis

Transition Plan Analysis (TPA) Level 2 Despite differing views on climate change, it cannot escape anyone’s attention that the climate...

EU Gas Summary

Corporate Research Report January 2023

Decarbonising CCGT, grids & Scope 3 Emissions Engie needs to consider retiring merchant CCGT capacity. Its plans to...

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Ukraine FAQs

Oil Report June 2022

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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The IPCC’s Red Alert

Energy transition Blog August 2021

On Monday 9th August, the Intergovernmental Panel on Climate Change (IPCC) delivered a climate report warning of ‘code red for...

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2020 at Carbon Tracker

Oil Blog December 2020

Carbon Tracker's Christmas Cracker had a makeover in 2020. This infographic originally went out in our December newsletter,...

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Annual Review 2019

Coal Report July 2020

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 Decline Rate Delusion

Energy transition Analyst Note April 2019

The argument is often made that oil reserves have high natural decline rates which necessitate the continuous investment in and...

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Statoil: U-turn on EVs?

Energy transition Blog June 2017

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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