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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...

Unburnable Carbon: Ten Years On
Over $1 trillion of oil & gas assets risk becoming stranded as a result of policy action on climate and the rise in alternative...
Ukraine FAQs
Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a manifestation of non linear...
Double or Nothing: How regulators are gambling on the future self-interest of large oil and gas companies to decommission the Gulf of Mexico’s aging infrastructure
The Gulf of Mexico has long been a major oil and gas producing region for the U.S., but field depletion in shallower regions near shore has...
Stop Fuelling Uncertainty: Why Asia should avoid the LNG trap
The risks associated with gas infrastructure investment have never been higher This report continues our series exploring the long-term...
Put Gas on Standby
Unabated gas plants’ future role in the power system should be predominantly limited to backup reserve to allow for flexible low carbon...
Adapt to Survive: Why oil companies must plan for net zero and avoid stranded assets
Committing to net zero is not enough – the emissions reduction pathway is critical Carbon Tracker’s fifth annual analysis...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 MoreA Clean Energy Portfolio (CEP) is already more competitive than new combined-cycle gas plants (CCGTs) in Italy. Foot Off the Gas...
Read MoreNel presente studio analizziamo l’attuabilità finanziaria di nuove centrali a gas in Italia, confrontandone il costo con...
Read MoreBetting on new gas today means shouldering consumers with higher prices tomorrow as well as missing the net zero pathway the UK...
Read MoreBeyond Petrostates: The burning need to cut oil dependence in the energy...
Oil Report February 2021Fossil fuel-reliant countries could see a drop of 51% in government oil and gas revenues in a shift to a low-carbon world over...
Read MoreFault Lines: How diverging oil and gas company strategies link to stranded...
Oil Report October 2020In a series of reports since 2011, Carbon Tracker has shown the financial and stranded asset risks to fossil fuel producers...
Read MoreThere are 2.6 million unplugged onshore wells in the U.S., with another estimated 1.2 million that are undocumented. In It’s...
Read MoreClick here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy transition by...
Read MoreSouth Korea needs to phase-out unabated gas by 2050 in a Paris-aligned scenario or potentially risk $60 billion in stranded...
Read MoreTo deflate the carbon bubble and protect investors, oil & gas companies must shrink The world’s listed oil and gas majors...
Read MoreCarbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is...
Read MoreThis report provides an update to our 2017 and 2018 "2 Degrees of Separation" reports, along with an updated methodology. The...
Read MoreIn this study we review the remuneration practice used in the oil and gas industry and look at alignment with either growth or...
Read MoreMarket counts down to the MSR The EU carbon market has been the hottest commodity market in the world over the last 16...
Read MoreThis report updates our 2 Degrees of Separation report, published in June 2017 2 Degrees of Separation laid out a framework...
Read MoreClosing the Gap to a Paris-compliant EU-ETS Carbon pricing, whether via cap-and-trade schemes or taxes, is not sufficient on...
Read MoreThis study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
Read MoreExplore the report webpage: 2degreeseparation.com This report, produced by Carbon Tracker, Principles for Responsible...
Read MoreCarbon Tracker’s work on the energy transition has already demonstrated the value in challenging traditional energy model...
Read MoreWhy a 2°C business model is less risky than 'business-as-usual' for oil companies. The business model for many companies in the...
Read MoreThe flaws in the business models of some of the largest US shale producers are becoming clear. Growing levels of debt are...
Read MoreThe data is clear – the energy transition is underway, and the direction of travel is away from fossil fuels. But not everyone...
Read MoreLow carbon scenarios do include the potential for gas demand to grow over the next decade. But if we are to stay within a carbon...
Read MoreUS shale production has prompted increased volatility in the oil markets, as exemplified by the 50% drop in prices during the...
Read MoreThe 2015 Oil Spending Review is in Full Swing With oil prices collapsing to between $50/$60 a barrel (at the...
Read MoreDuring 2014, following in the footsteps of Shell and ExxonMobil, oil and gas industry association IPIECA published a “fact...
Read MoreThe fourth in the series of Carbon Tracker's Unburnable Carbon reports, focuses on Brazil - a country with the fascinating...
Read MoreThis new research from Carbon Tracker and the Grantham Research Institute on Climate Change and the Environment at LSE calls...
Read MoreThis is the original report which pioneered the concept of the 'Carbon Bubble'. This award-winning analysis by Carbon...
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