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
Oil and Gas Transition Plans User Guide
Oil & Gas
29 July 2024
Assessment of remuneration plans disclosed in 2026 In our latest update on executive remuneration in oil and gas, we explore the...
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Absolute Impact 2026 – oil and gas company emissions targets remain...
Oil & Gas Flash Note April 2026Assessment of oil and gas company emissions targets evaluates their potential alignment with the goals of the Paris...
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Geopolitical theatre forces an oil sector harvesting cash to confront a political desire for high risk growth, leaving private...
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How oil- and gas-dependent Canadian provinces face fiscal strain as the energy transition progresses A number of Canadian...
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True Oil & Gas Value in Canada and Beyond Despite a decline in the share of free cashflow allocated to upstream oil and...
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Sustainable. Abundant. Feasible – why SAF is unlikely to be all three at once. Alternative jet fuels (AJF), often referred to...
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A temperature check on the oil and gas sector’s climate alignment, 10 years on from the Paris Agreement. Carbon Tracker’s...
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Crude Intentions III: One step forward, one step back in executive...
Oil & Gas Analyst Note April 2025With demand for hydrocarbons expected to peak this decade, oil and gas companies seeking to manage energy transition risks should...
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Petrochemical Imbalance: Why chemicals are unlikely to prop up oil demand
Oil & Gas Analyst Note December 2024Some of the largest oil and gas companies are pivoting towards petrochemicals as they reckon with the fact that a decline in...
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As the energy transition accelerates, the oil and gas industry must contend with a shrinking market for its products. In...
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This week, reports[i] have emerged of bp’s CEO Murray Auchincloss latest U-turn regarding bp’s transition strategy: the...
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Asset disposals are commonplace in the oil and gas industry, and M&A has long been a feature of the industry. Yet, as the...
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