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
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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With oil and gas firms announcing executive pay packages, some have come under fire for the bumper payouts awarded to their top...
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There 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...
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Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This is because the future...
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This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a carbon-based economy risks...
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This year has seen the fundamental dynamics of global energy markets turned completely on their head. A potent cocktail of...
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The UK’s energy security strategy is back at the forefront of political debate. As the government looks to show leadership...
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But it might just save the world North American oil and gas companies are going big on carbon capture, utilisation, and...
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In June, Saudi Aramco published its first ever Sustainability Report, containing details of its "net zero by 2050” target and...
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Russia’s unprovoked invasion of Ukraine has created terrible consequences for those living inside Ukraine, but at the same time...
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With respect to asset retirement obligations in the oil patch, every regulator has to answer three questions: How do you...
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Late last month ExxonMobil launched its Advancing Climate Solutions – 2022 Progress Report,[1] which describes how it is...
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To keep 1.5°C alive, immediate action on methane emissions is required from the oil and gas industry, with significant impact...
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In January, the Colorado Oil and Gas Conservation Commission (COGCC) will vote on the new financial assurance rules for Colorado,...
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Right now, global energy commodity prices remain close to long-term highs despite recent declines. But short-term strength in...
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Repsol has seemingly upped its emissions cutting game In early October, responding to shareholder pressure, Repsol announced a...
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Colorado’s ineffective financial assurance and well plugging rules have allowed the growth of a large portfolio of marginal and...
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Shell and Eni’s recent strategy updates have highlighted a key emerging point in the debate on oil and gas companies’...
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There’s a quip about lawyers that goes 99% of attorneys give the rest a bad name. The same can be said about oil producers...
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“Having looked to government for bread, on the first scarcity they will turn and bite the hand that fed them.” Edmund...
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2020 was a tough year for big oil. Short-term demand was hammered by the impacts of Covid-19, while the ever-growing...
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Emissions trajectories continue to bend lower Last month, both Shell and Eni revised their scope 3 emissions plans, updating...
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2021 is a year of opportunity; one of resetting, reshaping and a chance to remove distortions that hinder an orderly energy...
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Carbon Tracker's Christmas Cracker had a makeover in 2020. This infographic originally went out in our December newsletter,...
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2020 has, to put it mildly, been full of surprises. Oil and gas companies, long predictable and averse to change, have even...
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The oil and gas industry, like many other commodity industries, has long been characterised by volatility, instability and...
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Given the 24 hour news cycle around the US Congressional and Presidential Election, it would be easy to focus only on what...
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BP has elaborated on its strategy to deliver net zero – cutting oil and gas production by “at least” 40% by...
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The Earth's temperatures continue to rise causing catastrophic climate change. The risks of climate change are having major...
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Key findings: Our research shows that UK Export Finance supports upstream oil projects that seem very likely to become...
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At the end of February, Italian oil major Eni announced new carbon emissions reduction plans. While not aiming for net zero...
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In ancient Greek theatre, deus ex machina (“god from the machine”) is when a seemingly intractable plot issue is...
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This blog updates our 2018 note Carbon Budgets Explained. Carbon budgets – the amount of carbon dioxide emissions permitted...
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The Covid-19 crisis is showing up the oil and gas industry’s exposure to the threat of falling demand, a forewarning of what...
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One of last year’s key developments relating to climate change risks was a handful of fossil fuel producers agreeing to show...
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Written by: Greg Rogers, Theron Horton, Rob Schuwerk Is the goal to get out all of the oil, or get out of the retirement...
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The arms race in setting carbon emissions targets is such that Shell, once one of the industry leaders when it announced its...
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COVID-19 continues to shake the global economy, and energy markets are no exception. Oil in particular finds itself caught...
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The piece originally was posted to LGIM Future World Blog on February 26, 2020. It is reprinted with permission. By Nick...
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Amid ever-increasing concerns over climate risks, BP is the latest European oil and gas company to announce a climate goal with...
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Repsol has just announced a shift in strategic direction – to become a net zero emissions company by 2050. This move extends...
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Once upon a time – the 1990s if you are interested -- there was a wondrous oil company called Exxon. It was run by a clever...
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The following piece originally was posted to Oilprice.com on March 3, 2019. It is reprinted with permission. Investors are...
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The UK Climate Change Committee (CCC) has reported on its recommended targets for the UK to reduce its greenhouse gas emissions...
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Why shareholders should rethink executive reward For much of the early part of this century, the oil and gas industry was in...
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This blog originally appeared on the IEEFA website By Tom Sanzillo, Kathy Hipple and Clark Williams-Derry Invest in the...
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By Paul Spedding BP chief executive Bob Dudley is at risk of being branded an altruist if his “Oil and Money” speech to...
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Carbon capture and storage, or CCS, refers to technologies that allow us to capture CO2 at the source of its production and...
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One of the questions we are most frequently asked by investors is – how can we tell if a company is “Paris compliant”? This...
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Summary Occidental neglects demand fundamentals in its 2°C analysis and opts for the foregone conclusion of a test against...
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ExxonMobil's Energy and Carbon Summary is a step in the right direction, but lacks clarity across a number of...
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A PDF version of this paper is available here. An updated version of this note is available now in Carbon Budgets: Where are...
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If you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
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Unexpectedly, the oil and gas love-in that is CERAWeek saw the latest round of climate risk disclosure emerging from the oil...
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The 12 Days of Carbon Tracker Well…that was different. 2016 has been quite the year of change. A year of political events that...
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Even if oil prices rise in the aftermath of the OPEC agreement on cutting production, the oil industry should be wary of...
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Carbon Tracker’s reports and blogs are available in seven different languages: Arabic...
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A series of recent Forbes articles intend to cast doubt on the relevance of stranded asset risks to investors. Mark Fulton,...
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In 2016, the Kingdom of Saudi Arabia has a major opportunity to develop a new industry, an opportunity that became something of...
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By Paul Spedding, Former Global Co-Head of Oil And Gas Research at HSBC and Advisor to Carbon Tracker. First appeared on...
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Just because one of Britain's best loved vehicles rolled off the production line for the last time last week doesn't...
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Stranded Assets a Response: Myth or Reality? Late last year respected British economist Dieter Helm dismissed the concept of...
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Is Royal Dutch Shell, one of the world’s biggest oil and gas companies, really turning its back on fossil fuels? Not only has...
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Petrobras’ recent launch of a notional $2.5 billion worth of 100-year bonds has been viewed as evidence that investors,...
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First appeared in BusinessGreen As the world’s top financiers gather in Paris ahead of International Climate Finance Day on...
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The steep fall in the price of oil since the middle of last year has brought volatility back to the market with a vengeance,...
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Over the past 18 months the Carbon Tracker Initiative has written a number of studies on the economics of the controversial...
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Carbon Tracker Initiative's Anthony Hobley argues that far from being a disaster for clean tech, low oil prices could aid...
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Carbon Tracker comment on US-China climate change agreement “For Carbon Tracker, today’s announcement of the “joint...
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