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
Unburnable Carbon: Ten Years On
Oil
23 June 2022
Flying blind: The glaring absence of climate risks in...
Climate risk disclosure
16 September 2021
Ukraine FAQs
Oil
20 June 2022
The Sky’s the Limit: Solar and wind energy...
Energy transition
23 April 2021
Oil
Report
20 June 2022
Ukraine FAQs
Fossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a manifestation of non linear...
Gas
Report
08 April 2022
Stop Fuelling Uncertainty: Why Asia should avoid the LNG trap
The risks associated with gas infrastructure investment have never been higher This report continues our series exploring the long-term...
Power
Blog
28 February 2022
Deep Dive on West Virginia v. EPA
Today the Supreme Court hears oral arguments in the case of West Virginia v. EPA. The case centers on the EPA’s ability to regulate...
Gas
Analyst Note
10 February 2022
Poland’s Energy Dilemma: New gas power traps taxpayers in a costly future
Poland is approaching a key point in determining the future direction of its power system and the technologies that it wishes to turn...
Power
Blog
05 November 2021
Chinese coal industry patch-up should not encourage new investment
The Chinese government has been sending mixed messages on its long-term climate ambitions once again On the one hand, an announcement...
Power
Analyst Note
04 November 2021
Taking Stock of Coal Risks
$110 billion of coal plants owned by listed Asian utilities could become uneconomic as the world takes action to meet climate targets, and...Popular Reads
Unburnable Carbon: Ten Years On
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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Flying blind: The glaring absence of climate risks in financial reporting
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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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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Renewables continue to increase their cost competitiveness versus coal, with 27% of the global coal fleet unprofitable today. Do...
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Ending the use of coal for power generation in South Korea by 2028 is not only possible but also the most economical option in...
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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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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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Carbon Tracker's Christmas Cracker had a makeover in 2020. This infographic originally went out in our December newsletter,...
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The Texas-based company Vistra recently announced that they will close six coal power plants and cut their coal generating...
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As part of a UK government-funded project to support the Philippines power sector stakeholders navigate the shifts, risks and...
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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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Although coal has long been viewed as the cheapest way to power the global economy, this is no longer the case. New renewable...
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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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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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Building and operating coal power is becoming a political decision that increasingly conflicts with underlying economic...
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COVID-19 is crippling economies and creating turmoil in financial markets. This note gives our outlook for coal generation in...
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The piece originally was posted to the World Economic Forum website on March 18, 2020. The impact of China's previous...
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Coal developers risk wasting more than $600 billion because it is already cheaper to generate electricity from new renewables...
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According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged 20 years and older. The decision to...
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The purpose of this note is to: Address RWE’s response to our recent report Apocoalypse Now, by acknowledging that, per...
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Coal power is losing its economic footing. As detailed in Figure 1, according to Carbon Tracker analysis, which is based on...
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SSE aligns with Carbon Tracker’s Paris-compliant methodology for coal...
Coal Flash Note December 2019In November, SSE confirmed that its remaining hard coal units at Fiddler’s Ferry power plant in the UK will close by 31...
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Iberdrola aligns with Carbon Tracker’s Paris-compliant methodology for...
Coal Flash Note December 2019Iberdrola announced at the opening of the United Nations Framework Convention on Climate Change (COP25) this week it will...
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The energy complex has EU coal generators in a chokehold. Are policymakers and investors prepared for what comes next? In this...
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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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The economic viability of new and existing coal in Japan could be severely undermined by cheap renewables and, without policy...
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Last week Carbon Tracker’s power & utilities team was in Manila to attend the launch of a UK government-funded project to...
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Climate Action 100+ power utility profiles for mainstream investors to align with Paris and manage energy transition...
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Vietnam’s low-cost renewables revolution and its implications for coal power investments Key findings: ...
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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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This interactive portal and accompanying report track the economic and financial risks of coal power at the asset-level...
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Economic and financial risks of coal power in Indonesia, Vietnam and the...
Coal Report October 2018Examining the stranded asset risk of coal plants in Indonesia, Vietnam and The Philippines These three country briefings...
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Nowhere to hide: Using satellite imagery to estimate the utilisation of...
Power Report October 2018In this report, we present the results from a revolutionary method pioneered by Carbon Tracker to use satellite imagery to...
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The asset economics and financial implications of Energa’s and Enea’s proposed new Ostrołęka coal power plant C In this...
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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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In this report, we look at how a scenario for the EU28 that is compliant with limiting the rise in global warming to below 2°C...
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Coal’s market share in the US power mix is being diminished at an unprecedented rate due to fierce competition from cheap gas...
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China is currently building more coal plants than it needs and in doing so is misallocating capital at an unprecedented...
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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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In this report we analyse the EU’s largest 5 power generators: Électricité de France (EDF), GDF Suez, Enel, E.ON and RWE, who...
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