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
Flying blind: The glaring absence of climate risks in...
Climate risk disclosure
16 September 2021
The Sky’s the Limit: Solar and wind energy...
Energy transition
23 April 2021
Put Gas on Standby
Gas
19 October 2021
Beyond Petrostates: The burning need to cut oil...
Oil
11 February 2021
Oil
Flash Note
06 December 2021
Shell and Third Point: Spinning (Off) the Sector
Third Point, the US activist hedge fund, has recently proposed a significant change to the corporate structure of Shell, suggesting a...
Oil
Flash Note
16 November 2021
Australian oil and gas mergers: Exposing the weakness of company transition planning
Merger and acquisition (M&A) activity is shaking up the Australian oil and gas sector. In two proposed all-share deals, four of the...
Flash Notes
Flash Note
08 November 2021
When fracking stops, who will plug Colorado’s wells?
When a well is drilled, a legal obligation to plug the well and reclaim the surface is created This is a critical aspect of oil and gas...
Flash Notes
Flash Note
25 October 2021
North Dakota P&A cost data is bad news for the taxpayers in oil-producing states
Summary As the Colorado Oil and Gas Conservation Commission’s (COGCC) seeks to fulfill its statutory mandate to “require every...Popular Reads
Flying blind: The glaring absence of climate risks in financial reporting
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