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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In March of 2022, the ECMC announced Colorado’s new financial assurance rules with much fanfare, referring to the Rules as the...
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As a research provider, we conduct financial analysis and have developed a set of alignment assessments to help investors...
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It is increasingly clear that the energy transition is well underway, with renewables substituting for oil and...
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Oil and gas reserve classification systems today are focused on the value oil and gas has when burnt. Devised in the first part...
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Strategies for oil and gas companies to respond to the substitution challenge of the energy transition There can be no...
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California’s oil and gas producing resources have been in overall decline for nearly four decades, but the industry turned a...
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In response to state regulations, Colorado oil and gas well operators have submitted their financial assurance plans. On this...
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1.5°C-alignment requires production declines, but most oil & gas companies are planning to expand Oil and gas companies...
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Over $1 trillion of oil & gas assets risk becoming stranded as a result of policy action on climate and the rise in...
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Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a manifestation of non...
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The Gulf of Mexico has long been a major oil and gas producing region for the U.S., but field depletion in shallower regions near...
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The risks associated with gas infrastructure investment have never been higher This report continues our series exploring the...
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Carbon Tracker recently announced that it was creating a Global Registry of Fossil Fuels, the “Registry,” which will be a...
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Unabated gas plants’ future role in the power system should be predominantly limited to backup reserve to allow for flexible...
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Compared to other large oil and gas producing states, California and Ohio rank last in forcing the closure of idled, abandoned...
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Committing to net zero is not enough – the emissions reduction pathway is critical Carbon Tracker’s fifth annual...
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A Clean Energy Portfolio (CEP) is already more competitive than new combined-cycle gas plants (CCGTs) in Italy. Foot Off the Gas...
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Nel presente studio analizziamo l’attuabilità finanziaria di nuove centrali a gas in Italia, confrontandone il costo con...
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Betting on new gas today means shouldering consumers with higher prices tomorrow as well as missing the net zero pathway the UK...
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Fossil fuel-reliant countries could see a drop of 51% in government oil and gas revenues in a shift to a low-carbon world over...
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In a series of reports since 2011, Carbon Tracker has shown the financial and stranded asset risks to fossil fuel producers...
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There are 2.6 million unplugged onshore wells in the U.S., with another estimated 1.2 million that are undocumented. In It’s...
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Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy transition by...
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Carbon Tracker pioneered work on the oil and gas industry’s “stranded assets”; as investors increasingly ask whether oil...
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South Korea needs to phase-out unabated gas by 2050 in a Paris-aligned scenario or potentially risk $60 billion in stranded...
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To deflate the carbon bubble and protect investors, oil & gas companies must shrink The world’s listed oil and gas majors...
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Carbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is...
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This report provides an update to our 2017 and 2018 "2 Degrees of Separation" reports, along with an updated methodology. The...
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In this study we review the remuneration practice used in the oil and gas industry and look at alignment with either growth or...
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Market counts down to the MSR The EU carbon market has been the hottest commodity market in the world over the last 16...
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This report updates our 2 Degrees of Separation report, published in June 2017 2 Degrees of Separation laid out a framework...
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Closing the Gap to a Paris-compliant EU-ETS Carbon pricing, whether via cap-and-trade schemes or taxes, is not sufficient on...
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This study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
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What does a 2°C scenario mean for future refining capacity? In this paper, we look at how a scenario for oil demand that is...
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Explore the report webpage: 2degreeseparation.com This report, produced by Carbon Tracker, Principles for Responsible...
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Carbon Tracker’s work on the energy transition has already demonstrated the value in challenging traditional energy model...
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Why a 2°C business model is less risky than 'business-as-usual' for oil companies. The business model for many companies in the...
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U.S. and European oil and gas companies are under increasing pressure from shareholders to stress test their businesses against a...
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Oil majors could be worth up to $140 billion more by aligning production with climate targets
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The flaws in the business models of some of the largest US shale producers are becoming clear. Growing levels of debt are...
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The data is clear – the energy transition is underway, and the direction of travel is away from fossil fuels. But not everyone...
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Low carbon scenarios do include the potential for gas demand to grow over the next decade. But if we are to stay within a carbon...
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US shale production has prompted increased volatility in the oil markets, as exemplified by the 50% drop in prices during the...
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The 2015 Oil Spending Review is in Full Swing With oil prices collapsing to between $50/$60 a barrel (at the...
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During 2014, following in the footsteps of Shell and ExxonMobil, oil and gas industry association IPIECA published a “fact...
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Shell underestimates risk for up to $77 bln of high cost oil projects The Carbon Tracker Initiative (CTI) and Energy...
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This report is a risk analysis which provides a tool for the majority of investors who cannot simply divest, so they can...
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Exxon: Is business as normal the right strategy? Earlier this month, ExxonMobil published a document entitled, “Energy and...
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Carbon Tracker respond to the US Department of State's Final Supplemental Environmental Impact Statement (FSEIS) with our new...
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This new research from Carbon Tracker and the Association of Chartered Certified Accountants reveals that current financial...
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The fourth in the series of Carbon Tracker's Unburnable Carbon reports, focuses on Brazil - a country with the fascinating...
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This new research from Carbon Tracker and the Grantham Research Institute on Climate Change and the Environment at LSE calls...
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Carbon Tracker and Standard & Poors have been working together on the implications of carbon constraints for credit ratings...
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This is the original report which pioneered the concept of the 'Carbon Bubble'. This award-winning analysis by Carbon...
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