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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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Decarbonising Gas Networks (Part 1): Snam
Snam Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the European gas network listed...Decarbonising Gas Networks (Part 2): Italgas
Italgas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the European gas network listed...Decarbonising Gas Networks (Part 3): Enagas
Enagas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the European gas network listed...From Net Zero to New Zero – Reserves Estimates in a Decarbonizing World
Oil and gas reserve classification systems today are focused on the value oil and gas has when burnt. Devised in the first part of the last...Navigating Peak Demand
Strategies for oil and gas companies to respond to the substitution challenge of the energy transition There can be no doubt...Iberdrola S.A: Time to review CCGT
Iberdrola is Europe’s largest and the world’s second largest utility by market cap. It has more than 50GW of generation capacity, of...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 MoreSteppes to Net Zero This report focuses on Kazakhstan’s energy transition pathway and provides a perspective that strikes a...
Read MoreFind a round up of Carbon Tracker's research and outreach activity in 2022. In 2022 we saw global shocks catalysed by Russia’s...
Read MorePension funds are risking the retirement savings of millions of people by relying on economic research that ignores critical...
Read MoreSHELL – Will Shell’s Energy Transition Strategy Change Under Its...
Corporate Research (Oil & Gas) Report March 2023Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of information in its approach...
Read MoreTransition Plan Analysis (TPA) Level 1 Despite differing views on climate change, it cannot escape anyone’s attention that...
Read MoreDecarbonising CCGT, grids & Scope 3 Emissions Engie needs to consider retiring merchant CCGT capacity. Its plans to...
Read MoreTransition Plan Analysis: For Naturgy to be fully aligned with the goals of the Paris Agreement, five things need to...
Read MoreTransition Plan Analysis: Engie’s plans to reduce carbon intensity for scope 1 and 3 emissions from generation are not...
Read MoreFor Centrica to be aligned with the goals of the Paris Agreement, four things need to happen: The company needs to...
Read MoreThe war in Ukraine is a further example of the inherent fragility of the world fossil fuel system. It is accelerating the energy...
Read MoreFor many decades fossil hydrogen has been an integral part of our energy society. From being an essential component for powering...
Read MoreFossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a manifestation of non...
Read MoreFossil fuel electricity generation has peaked worldwide as emerging market countries seize the opportunities of low-cost...
Read MoreThe Sky’s the Limit: Solar and wind energy potential is 100 times as...
Energy Transition Report April 2021Solar and wind potential is far higher than that of fossil fuels and can meet global energy demand many times over, unlocking...
Read MoreClick here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy transition by...
Read MoreDecline and Fall: The Size & Vulnerability of the Fossil Fuel System
Energy Transition Report June 2020The energy transition is disrupting the entire fossil fuel system, with profound consequences for financial markets and...
Read MoreThe 2019 report on the Speed of the Energy Transition by the World Economic Forum Global Future Council on Energy described two...
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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