Research
We carry out scenario analysis 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
Popular Reports
How to waste over half a trillion dollars: The...
Coal
12 March 2020
2020 Vision: why you should see the fossil fuel peak...
Energy transition
10 September 2018
Handbrake Turn
Oil
31 January 2020
Fanning the Flames: How executives continue to be...
Oil
13 March 2020
Gas
Blog
31 March 2020
The transition in a time of turmoil
COVID-19 continues to shake the global economy, and energy markets are no exception. Oil in particular finds itself caught between the...
Oil
Analyst Note
13 March 2020
Fanning the Flames: How executives continue to be...
Company pay practice doesn’t yet live up to climate ambition, with the gap between stated ambition and demonstrable action widening. The...
Oil
Analyst Note
31 January 2020
Handbrake Turn
The cost of failing to anticipate an Inevitable Policy Response to climate change In this report, we look at the Inevitable Policy...
Oil
Report
01 November 2019
Balancing the Budget: Why deflating the carbon bubble requires oil & gas companies to shrink
To deflate the carbon bubble and protect investors, oil & gas companies must shrink The world’s listed oil and gas majors must cut...
Oil
Report
23 October 2019
Carbon Tracker Annual Review 2018-2019
Carbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is a limited...
Oil
Report
13 September 2019
Breaking the Habit – Why none of the large oil companies are “Paris-aligned”, and what they need to do to get there
This report provides an update to our 2017 and 2018 "2 Degrees of Separation" reports, along with an updated methodology. The most...Popular Reads
How to waste over half a trillion dollars: The economic implications of deflationary renewable energy for coal power investments
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
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2020 Vision: why you should see the fossil fuel peak coming
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
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The following piece originally was posted to Oilprice.com on March 3, 2019. It is reprinted with permission. Investors are...
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Why shareholders should rethink executive reward For much of the early part of this century, the oil and gas industry was in...
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In this study we review the remuneration practice used in the oil and gas industry and look at alignment with either growth or...
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Why carbon intensity ambitions are welcome, but strict limits on future project sanction remain the route to Paris...
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This blog originally appeared on the IEEFA website By Tom Sanzillo, Kathy Hipple and Clark Williams-Derry Invest in the...
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Carbon capture and storage, or CCS, refers to technologies that allow us to capture CO2 at the source of its production and...
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One of the questions we are most frequently asked by investors is – how can we tell if a company is “Paris compliant”? This...
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Market counts down to the MSR The EU carbon market has been the hottest commodity market in the world over the last 16...
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This report updates our 2 Degrees of Separation report, published in June 2017 2 Degrees of Separation laid out a framework...
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Closing the Gap to a Paris-compliant EU-ETS Carbon pricing, whether via cap-and-trade schemes or taxes, is not sufficient on...
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Trial and Error: Occidental’s first stab at climate-related risks
Climate risk disclosure Blog March 2018Summary Occidental neglects demand fundamentals in its 2°C analysis and opts for the foregone conclusion of a test against...
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This study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
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A PDF version of this paper is available here. As low-carbon policies and technologies continue to advance, companies,...
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If you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
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Headlines Growth of electric vehicles (EVs) in scenarios developed by some oil majors is ten years behind the level expected...
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Explore the report webpage: 2degreeseparation.com This report, produced by Carbon Tracker, Principles for Responsible...
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Unexpectedly, the oil and gas love-in that is CERAWeek saw the latest round of climate risk disclosure emerging from the oil...
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The 12 Days of Carbon Tracker Well…that was different. 2016 has been quite the year of change. A year of political events that...
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Even if oil prices rise in the aftermath of the OPEC agreement on cutting production, the oil industry should be wary of...
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Carbon Tracker’s work on the energy transition has already demonstrated the value in challenging traditional energy model...
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Why a 2°C business model is less risky than 'business-as-usual' for oil companies. The business model for many companies in the...
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Carbon Tracker’s reports and blogs are available in seven different languages: Arabic -...
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A series of recent Forbes articles intend to cast doubt on the relevance of stranded asset risks to investors. Mark Fulton,...
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The flaws in the business models of some of the largest US shale producers are becoming clear. Growing levels of debt are...
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Stranded Assets a Response: Myth or Reality? Late last year respected British economist Dieter Helm dismissed the concept of...
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The data is clear – the energy transition is underway, and the direction of travel is away from fossil fuels. But not everyone...
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Is Royal Dutch Shell, one of the world’s biggest oil and gas companies, really turning its back on fossil fuels? Not only has...
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Low carbon scenarios do include the potential for gas demand to grow over the next decade. But if we are to stay within a carbon...
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US shale production has prompted increased volatility in the oil markets, as exemplified by the 50% drop in prices during the...
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The 2015 Oil Spending Review is in Full Swing With oil prices collapsing to between $50/$60 a barrel (at the...
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Over the past 18 months the Carbon Tracker Initiative has written a number of studies on the economics of the controversial...
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During 2014, following in the footsteps of Shell and ExxonMobil, oil and gas industry association IPIECA published a “fact...
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Carbon Tracker Initiative's Anthony Hobley argues that far from being a disaster for clean tech, low oil prices could aid...
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Carbon Tracker comment on US-China climate change agreement “For Carbon Tracker, today’s announcement of the “joint...
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The fourth in the series of Carbon Tracker's Unburnable Carbon reports, focuses on Brazil - a country with the fascinating...
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This new research from Carbon Tracker and the Grantham Research Institute on Climate Change and the Environment at LSE calls...
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This is the original report which pioneered the concept of the 'Carbon Bubble'. This award-winning analysis by Carbon...
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