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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We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon emissions before 2030 and...
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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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The energy transition is fundamentally shifting the way oil and gas companies operate; as demand falls for fossil fuels,...
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Colorado’s new financial assurance rules will help mitigate orphan well risk, but the benefits are blunted by substantial...
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When oil companies defer saving for asset retirement obligations (AROs), the liabilities accumulate. Meanwhile production, and...
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Oil and gas companies are still failing to commit to the absolute emissions reductions necessary to link their businesses to the...
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Poland is approaching a key point in determining the future direction of its power system and the technologies that it wishes to...
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Firms can avoid wasting $500bn with managed approach to transition in Inevitable Policy Response scenario even if oil demand...
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Financial assurance requirements are universally considered to be too low to pay for plugging and abandoning wells. An inventory...
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Oil and gas companies are increasingly announcing new climate goals as they seek to maintain a social licence to...
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A cost-optimized analysis for a renewables investment schedule for South Korea shows that a more ambitious rollout of renewable...
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The value of share offerings in fossil fuel producing and related companies dropped by $123 billion in the last decade,...
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The energy transition will require oil and gas companies to fundamentally change the way they do business. Groundhog Pay...
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Between 2014 and the end of 2019, ExxonMobil 's return to shareholders was negative 10%. In September 2014, Carbon Tracker...
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Carbon Tracker's modelling shows no new oil sands are needed in a low carbon world. Prospective pipelines and projects represent...
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There is growing recognition that drastic changes to oil and gas consumption are required to meet the finite limits of a global...
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The oil industry’s financial statements reflect climate change conflict Oil and gas companies have never been under more...
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Company executives pay practice doesn’t yet live up to climate ambition, with the gap between stated ambition and demonstrable...
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Carbon Tracker’s fundamental insight is that the oil and gas industry’s growth plans do not fit in a low carbon world. As...
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In this report, we look at the Inevitable Policy Response (IPR), which models the potential impacts of delayed tough...
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Why carbon intensity ambitions are welcome, but strict limits on future project sanction remain the route to Paris...
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EV Oil Demand Displacement Interactive Tool This report and accompanying interactive tool look exclusively at...
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Headlines Growth of electric vehicles (EVs) in scenarios developed by some oil majors is ten years behind the level expected...
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