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Research

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

Corporate Research Report 15 June 2023

Enel SpA – All change?

Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end users and retail operator by...
Analyst Notes Analyst Note 05 May 2023

Missed Pitch

 Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the climate crisis increasingly...

Marginal Call

Gas Analyst Note February 2023

Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has come for a shift in...

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EU Gas Summary

Energy transition Report January 2023

Decarbonising CCGT, grids & Scope 3 Emissions Engie needs to consider retiring merchant CCGT capacity. Its plans to...

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Paris Maligned

Gas Report December 2022

1.5°C-alignment requires production declines, but most oil & gas companies are planning to expand  Oil and gas companies...

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Ukraine FAQs

Oil Report June 2022

Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a manifestation of non...

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Put Gas on Standby

Gas Report October 2021

Unabated gas plants’ future role in the power system should be predominantly limited to backup reserve to allow for flexible...

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Annual Review 2019

Coal Report July 2020

Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy transition by...

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Scope for Improvement

Oil Analyst Note January 2019

Why carbon intensity ambitions are welcome, but strict limits on future project sanction remain the route to Paris...

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Electric Vehicle Tracker

Oil Analyst Note December 2017

Headlines Growth of electric vehicles (EVs) in scenarios developed by some oil majors is ten years behind the level expected...

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