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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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Spiralling Disruption: The feedback loops of the energy transition
The fossil energy system is falling over the edge of the demand cliff. 2019 was likely peak fossil fuel demand and this marks the...Can a virus and viral ideas speed the world’s journey beyond fossil fuels?
Smart investments and viral ideas in pandemic recovery and contagious new tools for deeper, cheaper energy efficiency could speed existing...Nothing to lose but your chains: The emerging market transport leapfrog
Falling battery prices and the decarbonisation of transport systems in emerging markets will reduce dependency on oil imports and decimate...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...The Trillion Dollar Energy Windfall
Falling renewable costs and intermittency solutions drive a tipping point for the Inevitable Policy Response The Inevitable Policy...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...Popular Reads
Curb Your Enthusiasm: Bridging the gap between the UK’s CCUS targets and reality
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreLoading the DICE Against Pensions
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreThe 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...
Read MoreWhat can the global oil and gas sector learn from the decline of the European electricity sector after 2007? The story of the...
Read MoreMyths 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,...
Read MoreMyths 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...
Read MoreMyths 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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