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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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Unburnable Carbon: Ten Years On

The Sky’s the Limit: Solar and wind energy...

Event Horizon: A Case Study of Holdback and the Point...

Letter to ISSB on Sustainability- and Climate-related...

Ukraine FAQs
Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a manifestation of non linear...
Reach for the Sun: The emerging market electricity leapfrog
Fossil fuel electricity generation has peaked worldwide as emerging market countries seize the opportunities of low-cost...
The Sky’s the Limit: Solar and wind energy potential is 100 times as much as global energy demand
Solar and wind potential is far higher than that of fossil fuels and can meet global energy demand many times over, unlocking huge benefits...
Annual Review 2019
Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy transition by focussing on the...
Decline and Fall: The Size & Vulnerability of the Fossil Fuel System
The energy transition is disrupting the entire fossil fuel system, with profound consequences for financial markets and geopolitics. In...
The A-Z of the Energy Transition: Knowns and Unknowns
The 2019 report on the Speed of the Energy Transition by the World Economic Forum Global Future Council on Energy described two diverging...Popular Reads
Unburnable Carbon: Ten Years On
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreThe Sky’s the Limit: Solar and wind energy potential is 100 times as much as global energy demand
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreCarbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is...
Read MoreGradual or Rapid Energy Transition: What path are we on? The energy industry is complex, and understanding the major trends...
Read MoreOur New Energy Strategist co-authored this report for the International Renewable Energy Agency (IRENA) Fundamental changes...
Read MoreThe peak in fossil fuel demand will have a dramatic impact on financial markets in the 2020s. The global energy system is...
Read MoreThis study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
Read MoreExpect the Unexpected: The Disruptive Power of Low-carbon Technology
Energy transition Report February 2017This report was produced in partnership between Carbon Tracker and the Grantham Institute at Imperial College London. The...
Read MoreLost in Transition: How the energy sector is missing potential demand...
Energy transition Report October 2015This report is designed to challenge the conventional thinking and linear models which dominate the current scenarios for energy...
Read MoreThis paper, first presented at the 1st Global Stranded Assets Conference, hosted by the Smith School in Oxford September 2015,...
Read MoreCarbon Tracker is developing a transition road map for the fossil fuel industry. This will outline the steps we believe that the...
Read MoreThis Carbon Tracker report shows how rural communities in Africa and India suffering most from a lack of modern energy can...
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