Research
We carry out scenario analysis 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
Nothing to lose but your chains: The emerging market...
Energy transition
20 November 2020
Fault Lines: How diverging oil and gas company...
Oil
09 October 2020
The Future’s Not in Plastics: Why plastics demand...
Energy transition
04 September 2020
Understanding the operating costs of coal power: US...
Coal
16 February 2018
Our Latest Research
Energy transition
Analyst Note
20 November 2020
Nothing to lose but your chains: The emerging...
Falling battery prices and the electrification of transport systems in emerging markets will reduce dependency on oil imports and decimate...
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...
Energy transition
Blog
06 November 2020
The Map Is Not the Territory: New Routes to a 1.5°C Future
Explorers use maps intensively, but they take the information recorded in the charts they use with a few grains of salt, knowing that the...
Energy transition
Blog
05 November 2020
The Energy Transition – The Time is Now
A key tipping point was reached in 2019. Global demand for fossil fuels peaked and is unlikely ever to recover to its pre-crisis levels....
Energy transition
Blog
09 September 2020
Peak fossil fuels – new grounds for hope
One of the world’s leading energy forecasters released a report this morning arguing that 2019 was the peak of the fossil fuel era. ...
Energy transition
Analyst Note
04 September 2020
The Future’s Not in Plastics: Why plastics demand won’t rescue the oil sector
The oil and petrochemical industries are betting their future growth prospects on demand for plastics. But plastics demand is likely to...Popular Reads
Nothing to lose but your chains: The emerging market transport leapfrog
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
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Fault Lines: How diverging oil and gas company strategies link to stranded asset risk
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
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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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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...
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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: 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...
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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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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...
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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,...
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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...
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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...
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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...
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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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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...
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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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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...
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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...
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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...
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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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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...
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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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