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
Carbon Tracker Response to the FASB’s Invitation to...
Accounting, Audit, & Disclosure
24 July 2025
Fossil fuel electricity generation has peaked worldwide as emerging market countries seize the opportunities of low-cost...
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Can a virus and viral ideas speed the world’s journey beyond fossil...
Analyst Notes Analyst Note February 2021Smart investments and viral ideas in pandemic recovery and contagious new tools for deeper, cheaper energy efficiency could speed...
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Kingsmill Bond on BBC News talking Joe Biden’s Presidency & the...
Energy Transition Blog January 2021Carbon 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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Nothing to lose but your chains: The emerging market transport leapfrog
Energy Transition Analyst Note November 2020Falling battery prices and the decarbonisation of transport systems in emerging markets will reduce dependency on oil imports and...
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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...
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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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Gradual or Rapid Energy Transition: What path are we on? The energy industry is complex, and understanding the major trends...
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