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 Reports
Unburnable Carbon: Ten Years On
Oil
23 June 2022
The Sky’s the Limit: Solar and wind energy...
Energy transition
23 April 2021
Event Horizon: A Case Study of Holdback and the Point...
Oil
29 July 2022
Letter to ISSB on Sustainability- and Climate-related...
Climate risk disclosure
02 August 2022
Oil
Report
23 June 2022
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...
Oil
Report
20 June 2022
Ukraine FAQs
Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a manifestation of non linear...
Oil
Report
09 June 2022
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...
Gas
Report
08 April 2022
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...
Gas
Report
19 October 2021
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...
Oil
Report
09 September 2021
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...
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The 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 More
A Clean Energy Portfolio (CEP) is already more competitive than new combined-cycle gas plants (CCGTs) in Italy. Foot Off the Gas...
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Nel presente studio analizziamo l’attuabilità finanziaria di nuove centrali a gas in Italia, confrontandone il costo con...
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Betting on new gas today means shouldering consumers with higher prices tomorrow as well as missing the net zero pathway the UK...
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Beyond 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...
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Fault 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...
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There are 2.6 million unplugged onshore wells in the U.S., with another estimated 1.2 million that are undocumented. In It’s...
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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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South Korea needs to phase-out unabated gas by 2050 in a Paris-aligned scenario or potentially risk $60 billion in stranded...
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To deflate the carbon bubble and protect investors, oil & gas companies must shrink The world’s listed oil and gas majors...
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Carbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is...
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This report provides an update to our 2017 and 2018 "2 Degrees of Separation" reports, along with an updated methodology. The...
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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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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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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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Explore the report webpage: 2degreeseparation.com This report, produced by Carbon Tracker, Principles for Responsible...
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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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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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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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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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During 2014, following in the footsteps of Shell and ExxonMobil, oil and gas industry association IPIECA published a “fact...
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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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