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