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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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Navigating Peak Demand


Heavy Duty Vehicles Decarbonisation: Hard-to-Abate?
A clear example of how the energy transition is changing quickly due to strides in cheap and scalable electrification is in the area of...

Business as usual in oil and gas is a high risk strategy for us all
Oil and gas industry resistance to transition is a major investment risk for the industry and its stakeholders - as new technologies...

Misaligned and Timed Out
The fossil fuel industry is having a bad energy transition: It is misaligned with stakeholders, climate targets and is under-investing...

Are We Ready for Trump Mark II?
After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. Polling shows he could beat...

Energy is a very long game: yet fossil fuel companies are taking a lot of short-term risks
Oil and gas incumbents are doubling down on investment and their financial backers are exiting governance bodies: this raises the risks to...

2024: Misreading and mistiming the energy transition – Carbon moves from valuable commodity to stranded element
2024 is the Chinese year of the Dragon, the only mythical beast in the Chinese zodiac: and a year typically associated with fresh...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 MoreNavigating Peak Demand: the oil and gas industry enters its post-imperial age Most things may never happen: this one...
Read MoreHow many new emissions did oil and gas exploration add last year? Nobody...
Energy Transition Blog December 2023If you are reading this, you know that at a time when the world is burning, and Net Zero seems like a distant dream, oil and gas...
Read MoreEnergy transition update: now cheaper to save the world than destroy it
Energy Transition Blog October 2023“It's now cheaper to save the world than destroy it.” Akshat Rathi, Climate Capitalism “It ought to be remembered...
Read MoreOil and Gas company narratives about the future of fossil fuels remain positive, their bank accounts are full. But their...
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 MoreThe energy transition is already here – and becoming widely distributed
Energy Transition Blog June 2023William Gibson is often quoted with the line “The future is already here — it's just not very evenly distributed.” It...
Read MoreNet Zero has become an energy transition delay tactic, driven by incumbents, but it is unlikely to work - as we detail in this...
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 MoreDownload Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This is because the future...
Read MoreCarbon Tracker Research in an Energy Transition Context: October through November 2022 COP27 Special Report: African...
Read MoreOut of the frying pan and into the fire: the heat is building on climate...
Energy Transition Blog February 2022As temperatures accelerate towards 1.5˚C, near-term actions that limit global warming would reduce losses and damages related to...
Read MoreWhy Jordan Peterson Should Think Again on the Energy Transition
Energy Transition Blog February 2022On a recent episode of Joe Rogan’s controversial and highly influential podcast, Canadian psychology professor and best-selling...
Read MoreOpinion: Liberalisation and decarbonisation are a recipe for volatility
Energy Transition Guest Blog February 2022Market-based pricing for gas saved EU consumers billions – until this winter's energy crunch came along. Europe’s exposure to...
Read MoreTackling the Methane problem: why investors should drive change at...
Energy Transition Blog January 2022To keep 1.5°C alive, immediate action on methane emissions is required from the oil and gas industry, with significant impact...
Read MoreThere is a paradox at the heart of expertise: those who have accumulated the most authority in an industry are often those least...
Read MoreThe world has changed a lot since Paris; so too should the logic of climate mitigation. Mitigating climate change is no longer...
Read MoreOn Monday 9th August, the Intergovernmental Panel on Climate Change (IPCC) delivered a climate report warning of ‘code red for...
Read MoreThe IEA’s latest piece on minerals[1] critical to the energy transition gives a rather pessimistic spin to what was some very...
Read MoreKingsmill 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...
Read MoreCarbon Tracker's Christmas Cracker had a makeover in 2020. This infographic originally went out in our December newsletter,...
Read MoreGuest post by Carbon Tracker advisory board member Nick Robins - reposted with permission from the author If there is one...
Read MoreThe exit of Trump removes the greatest impediment to the energy transition, and will unleash a great era of creativity and...
Read MoreExplorers use maps intensively, but they take the information recorded in the charts they use with a few grains of salt, knowing...
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 MoreOne of the world’s leading energy forecasters released a report this morning arguing that 2019 was the peak of the fossil fuel...
Read MoreThe Earth's temperatures continue to rise causing catastrophic climate change. The risks of climate change are having major...
Read MoreThe COVID-19 pandemic shut economies, disrupted established global production chains and pressed an indefinite pause on the...
Read MoreThe IEA on Thursday[1] released some eye-watering projections for energy demand declines in 2020 in the light of the Covid19...
Read MoreAt this time of crisis, the immediate issue is to solve the health and economic emergencies, and we salute the heroes of 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 MoreThe Amazon is burning, Greenland is melting, the US is rolling back environmental protections, and the energy sector consensus is...
Read MoreDuring the inaugural London Climate Action Week - Carbon Tracker co-hosted the Climate Risk and the Capital Domino Effect event...
Read MoreBy Anthony Hobley Attending Davos for the World Economic Forum (WEF) Annual Meeting is like being thrown into the centre of...
Read MoreMyths of the Energy Transition – Don’t Let Stranded Economic Thinking...
Energy Transition Blog December 2018In the 2014 film Merchants of Doubt a small group of well funded lobbyists cast doubts over the science linking tobacco to lung...
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 MoreIf you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
Read MoreState of the transition: The roulette wheels of Las Vegas land on green
Energy Transition Blog September 2017What have Las Vegas casinos got in common with tackling climate change and transitioning to a low carbon economy? More than you...
Read MoreDoes the oil major’s 2017 Energy Perspectives mark new thinking for the company? On June 8th, Statoil published the 2017...
Read MoreGlencore released a report last week ahead of its Annual General Meeting aimed at assessing the long-term implications of climate...
Read MoreFormer UN climate change chief Christiana Figueres brings new urgency to the global climate conversation with a campaign to...
Read MoreState of The Transition, November 2016: Steps forward continue to...
Energy Transition Guest Blog December 2016Guest post by Jeremy Leggett, Non-executive chairman of Carbon Tracker The global energy transition remains in...
Read MoreLatest IEA Outlook outlines an accelerated low-carbon transition
Energy Transition Blog November 2016WEO 2016 also warns of disjointed scenario if energy transition is delayed. Scenarios are not forecasts The scenarios produced...
Read MoreGuest post by Kingsmill Bond, new energy analyst at Trusted Sources (research & consultancy) The orthodox view is that...
Read MoreIn 2016, the Kingdom of Saudi Arabia has a major opportunity to develop a new industry, an opportunity that became something of...
Read MoreJust because one of Britain's best loved vehicles rolled off the production line for the last time last week doesn't...
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 MoreThis guest post by Paul Gilding, an independent writer, corporate advisor and advocate for action on climate change and...
Read MoreFirst appeared in BusinessGreen Will the United Nations Climate Change Conference (COP 21) in Paris later this year be a...
Read MoreRising greenhouse gas emissions are often talked about as a one-time, irreversible natural experiment with the climate...
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...
Read MoreCarbon Tracker’s ultimate vision is a climate-secure energy and financial system. This does not mean fossil fuels being...
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