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
Popular Reports
Oil and Gas Transition Plans User Guide
Oil & Gas
29 July 2024
Oil & Gas
Flash Note
22 April 2026
Crude Intentions 2026
Assessment of remuneration plans disclosed in 2026 In our latest update on executive remuneration in oil and gas, we explore the most...
Oil & Gas
Flash Note
22 April 2026
Absolute Impact 2026 – oil and gas company emissions targets remain incompatible with the Paris Agreement, despite some progress on methane.
Assessment of oil and gas company emissions targets evaluates their potential alignment with the goals of the Paris...
Oil & Gas
Flash Note
29 July 2024
Oil and Gas Transition Plans User Guide
Increasingly through 2023 in our meetings with the financial community one common theme emerged; that investment teams were becoming ever...
Flash Notes
Flash Note
27 April 2023
Midstream Running Dry: Energy transition also threatens firms that store and haul hydrocarbons
The 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 the energy...
Flash Note
13 December 2022
Drilling down: The importance of understanding projected oil and gas prices used in financial reporting
Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin the information in company...
Flash Note
21 November 2022
Refining exposure to an accelerating energy transition
The energy transition threatens companies involved in the downstream refining sector whose revenue is dependent on the continued sale of...Popular Reads
Oil and Gas Transition Plans User Guide
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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Australian oil and gas mergers: Exposing the weakness of company...
Oil & Gas Flash Note November 2021Mergers and acquisition (M&A) activity is shaking up the Australian oil and gas sector. In two proposed all-share deals,...
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When a well is drilled, a legal obligation to plug the well and reclaim the surface is created This is a critical aspect of...
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Summary As the Colorado Oil and Gas Conservation Commission’s (COGCC) seeks to fulfill its statutory mandate to “require...
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