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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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Absolute Impact 2024: Oil and gas companies’...
From Net Zero to New Zero – Reserves Estimates in a Decarbonizing...
Accounting, Audit, & Disclosure Report December 2023Oil and gas reserve classification systems today are focused on the value oil and gas has when burnt. Devised in the first part...
Read MorePrime Minister Rishi Sunak has promised to “max out” North Sea reserves – but the plan fails on economic, energy security,...
Read MoreMidstream Running Dry: Energy transition also threatens firms that store...
Flash Notes Flash Note April 2023The midstream sector is a crucial link in the oil and gas supply chain; like the industry at large it faces a series of risks as...
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 MoreA PDF version of this paper is available here. An updated version of this note is available now in Carbon Budgets: Where are...
Read MoreThe 12 Days of Carbon Tracker Well…that was different. 2016 has been quite the year of change. A year of political events that...
Read MoreDuring 2014, following in the footsteps of Shell and ExxonMobil, oil and gas industry association IPIECA published a “fact...
Read MoreThe fourth in the series of Carbon Tracker's Unburnable Carbon reports, focuses on Brazil - a country with the fascinating...
Read MoreThis new research from Carbon Tracker and the Grantham Research Institute on Climate Change and the Environment at LSE calls...
Read MoreThis is the original report which pioneered the concept of the 'Carbon Bubble'. This award-winning analysis by Carbon...
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