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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

Analyst Notes Analyst Note 05 May 2023

Missed Pitch

 Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the climate crisis increasingly...
Analyst Note 01 February 2023

Marginal Call

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

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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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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