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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

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 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...

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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