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
Still Flying Blind: The Absence of Climate Risk in...
Climate risk disclosure
06 October 2022
The Future’s Not in Plastics: Why plastics demand...
Energy transition
04 September 2020
African Sun: Why Solar Not Gas Offers Continent the...
Energy transition
14 November 2022
The Sky’s the Limit: Solar and wind energy...
Energy transition
23 April 2021
Oil
Flash Note
21 November 2022
Refining exposure to an accelerating energy transition
The energy transition threatens companies involved in the downstream refining sector whose revenue is dependent on the continued sale of...
Oil
Flash Note
06 May 2022
Shell’s Energy Transition Progress Report: Still lacking absolute emissions Scope 3 interim targets
Shell recently published its first Energy Transition Progress Report. The document has been produced ahead of the AGM on 24 May 2022,...
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
Mergers 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
Still Flying Blind: The Absence of Climate Risk in Financial Reporting
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read More
The Future’s Not in Plastics: Why plastics demand won’t rescue the oil sector
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read More