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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
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Curb Your Enthusiasm: Bridging the gap between the...
From Net Zero to New Zero – Reserves Estimates...
The Sky’s the Limit: Solar and wind energy...
Little Big Horn: How a bonding proposal can fall short
After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. Polling shows he...
Read MoreEnergy is a very long game: yet fossil fuel companies are taking a lot of...
Energy Transition Blog February 2024Oil and gas incumbents are doubling down on investment and their financial backers are exiting governance bodies: this raises the...
Read More2024: Misreading and mistiming the energy transition – Carbon moves from...
Energy Transition Blog January 20242024 is the Chinese year of the Dragon, the only mythical beast in the Chinese zodiac: and a year typically associated with fresh...
Read MoreNavigating Peak Demand: the oil and gas industry enters its post-imperial age Most things may never happen: this one...
Read MoreTo paraphrase the Charles Dickens classic, A Tale of Two Cities: in 2023 in terms of energy, we are in the best of times, and in...
Read MoreMajor oil and gas companies still have choices about how to minimise the risk of having stranded assets, for now. Early in...
Read MoreEnergy Transition’s clean technologies are empowering an industrial...
Energy Transition Blog February 2023There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the United States, and with...
Read MoreThe world has changed a lot since Paris; so too should the logic of climate mitigation. Mitigating climate change is no longer...
Read MoreGuest post by Carbon Tracker advisory board member Nick Robins - reposted with permission from the author If there is one...
Read MoreA key tipping point was reached in 2019. Global demand for fossil fuels peaked and is unlikely ever to recover to its pre-crisis...
Read MoreThe COVID-19 pandemic shut economies, disrupted established global production chains and pressed an indefinite pause on the...
Read MoreI 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 MoreFalling renewable costs and intermittency solutions drive a tipping point for the Inevitable Policy Response The Inevitable...
Read MoreAdding 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 MoreThis study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
Read MoreIf you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
Read MoreFormer UN climate change chief Christiana Figueres brings new urgency to the global climate conversation with a campaign to...
Read MoreIn 2016, the Kingdom of Saudi Arabia has a major opportunity to develop a new industry, an opportunity that became something of...
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 MoreFirst appeared in BusinessGreen Through our pioneering “Carbon Bubble” work we used a simple idea and easy numbers to...
Read MoreFirst appeared in BusinessGreen Ahead of the Paris climate talks the burning question for policy makers and investors is how...
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