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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

Energy transition Blog 20 May 2020

The road ahead after COVID

The COVID-19 pandemic shut economies, disrupted established global production chains and pressed an indefinite pause on the ‘old’...

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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