This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
- Home
- Research
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
Popular Searches
Popular Reports


ExxonMobil – The Existential Crisis



ExxonMobil’s Transition Plan


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


Beyond Petrostates: The burning need to cut oil...


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

Crude Intentions: How oil and gas executives are still rewarded to chase fossil growth, despite the urgent need to transition
The energy transition is fundamentally shifting the way oil and gas companies operate; as demand falls for fossil fuels, traditional...

Poland’s Energy Dilemma: New gas power traps taxpayers in a costly future
Poland is approaching a key point in determining the future direction of its power system and the technologies that it wishes to turn...

They only fill when they drill
Financial assurance requirements are universally considered to be too low to pay for plugging and abandoning wells. An inventory of...

Absolute Impact 2021: Why oil and gas ‘net zero’ ambitions are not enough
Oil and gas companies are increasingly announcing new climate goals as they seek to maintain a social licence to operate. Building on...

End in Sight: How South Korea can force coal offline by 2028
A cost-optimized analysis for a renewables investment schedule for South Korea shows that a more ambitious rollout of renewable energy is...Popular Reads
ExxonMobil – The Existential Crisis
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreExxonMobil’s Transition Plan
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreCarbon Tracker's modelling shows no new oil sands are needed in a low carbon world. Prospective pipelines and projects represent...
Read MoreThere is growing recognition that drastic changes to oil and gas consumption are required to meet the finite limits of a global...
Read MoreThe oil industry’s financial statements reflect climate change conflict Oil and gas companies have never been under more...
Read MoreFanning the Flames: How executives continue to be rewarded to produce more...
Oil Analyst Note March 2020Company executives pay practice doesn’t yet live up to climate ambition, with the gap between stated ambition and demonstrable...
Read MoreThe Flip Side: Stranded Assets and Stranded Liabilities
Climate risk disclosure Analyst Note February 2020Carbon Tracker’s fundamental insight is that the oil and gas industry’s growth plans do not fit in a low carbon world. As...
Read MoreHandbrake Turn: The cost of failing to anticipate an Inevitable Policy...
Oil Analyst Note January 2020In this report, we look at the Inevitable Policy Response (IPR), which models the potential impacts of delayed tough...
Read MoreWhy carbon intensity ambitions are welcome, but strict limits on future project sanction remain the route to Paris...
Read MoreHeadlines Growth of electric vehicles (EVs) in scenarios developed by some oil majors is ten years behind the level expected...
Read More