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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

Energy Transition Blog 28 March 2024

Misaligned and Timed Out

The fossil fuel industry is having a bad energy transition: It is misaligned with stakeholders, climate targets and is under-investing...
Report 20 March 2024

Paris Maligned II

Paris Maligned II: Climate alignment assessments reveal oil and gas company transition risk exposure The window of time to achieve the...

Navigating Peak Demand

Report November 2023

  Strategies for oil and gas companies to respond to the substitution challenge of the energy transition There can be no...

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Missed Pitch

Analyst Notes Analyst Note May 2023

 Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the climate crisis...

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Marginal Call

Analyst Note February 2023

Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has come for a shift in...

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Paris Maligned

Report December 2022

1.5°C-alignment requires production declines, but most oil & gas companies are planning to expand  Oil and gas companies...

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Ukraine FAQs

Report June 2022

Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a manifestation of non...

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Put Gas on Standby

Report October 2021

Unabated gas plants’ future role in the power system should be predominantly limited to backup reserve to allow for flexible...

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2020 at Carbon Tracker

Energy Transition Blog December 2020

Carbon Tracker's Christmas Cracker had a makeover in 2020. This infographic originally went out in our December newsletter,...

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50 States of Play

Regulatory & Policy Blog October 2020

Given the 24 hour news cycle around the US Congressional and Presidential Election, it would be easy to focus only on what...

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Annual Review 2019

Coal Report July 2020

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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Scope for Improvement

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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Carbon Budgets Explained

Oil & Gas Blog February 2018

A PDF version of this paper is available here. An updated version of this note is available now in Carbon Budgets: Where are...

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Electric Vehicle Tracker

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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