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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

Energy Transition Analyst Note 05 September 2019

The Trillion Dollar Energy Windfall

Falling renewable costs and intermittency solutions drive a tipping point for the Inevitable Policy Response The Inevitable Policy...
Energy Transition Analyst Note 30 April 2019

The Decline Rate Delusion

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