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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
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Curb Your Enthusiasm: Bridging the gap between the...
From Net Zero to New Zero – Reserves Estimates...
The Sky’s the Limit: Solar and wind energy...
Little Big Horn: How a bonding proposal can fall short
Energy is a very long game: yet fossil fuel companies are taking a lot of...
Energy Transition Blog February 2024Oil and gas incumbents are doubling down on investment and their financial backers are exiting governance bodies: this raises the...
Read MorePetroStates of Decline: oil and gas producers face growing fiscal risks as...
Analyst Note December 2023Transition risks for petrostates are higher than ever This report, an update of our 2021 Beyond Petrostates report, finds that...
Read MoreMajor oil and gas companies still have choices about how to minimise the risk of having stranded assets, for now. Early in...
Read MoreEnergy Transition’s clean technologies are empowering an industrial...
Energy Transition Blog February 2023There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the United States, and with...
Read MoreInvestors Need to Look Carefully at Stranded Asset Risks
Regulatory & Policy Guest Blog January 2023This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a carbon-based economy risks...
Read MoreOver $1 trillion of oil & gas assets risk becoming stranded as a result of policy action on climate and the rise in...
Read MoreExxonMobil is planning on climate failure despite ‘Advancing Climate...
Oil & Gas Blog February 2022Late last month ExxonMobil launched its Advancing Climate Solutions – 2022 Progress Report,[1] which describes how it is...
Read MoreFossil fuel-reliant countries could see a drop of 51% in government oil and gas revenues in a shift to a low-carbon world over...
Read MoreCOVID-19 continues to shake the global economy, and energy markets are no exception. Oil in particular finds itself caught...
Read MoreIn this report, we look at the Inevitable Policy Response (IPR), which models the potential impacts of delayed tough...
Read MoreThe following piece originally was posted to Oilprice.com on March 3, 2019. It is reprinted with permission. Investors are...
Read MoreBy Paul Spedding BP chief executive Bob Dudley is at risk of being branded an altruist if his “Oil and Money” speech to...
Read MoreThis study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
Read MoreIf you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
Read MoreExplore the report webpage: 2degreeseparation.com This report, produced by Carbon Tracker, Principles for Responsible...
Read MoreU.S. and European oil and gas companies are under increasing pressure from shareholders to stress test their businesses against a...
Read MoreA series of recent Forbes articles intend to cast doubt on the relevance of stranded asset risks to investors. Mark Fulton,...
Read MoreIn 2016, the Kingdom of Saudi Arabia has a major opportunity to develop a new industry, an opportunity that became something of...
Read MoreStranded Assets a Response: Myth or Reality? Late last year respected British economist Dieter Helm dismissed the concept of...
Read MoreThe data is clear – the energy transition is underway, and the direction of travel is away from fossil fuels. But not everyone...
Read MoreFirst appeared in BusinessGreen As the world’s top financiers gather in Paris ahead of International Climate Finance Day on...
Read MoreCarbon Tracker comment on US-China climate change agreement “For Carbon Tracker, today’s announcement of the “joint...
Read MoreThis new research from Carbon Tracker and the Grantham Research Institute on Climate Change and the Environment at LSE calls...
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