Research
We carry out scenario analysis 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
Fault Lines: How diverging oil and gas company...
Oil
09 October 2020
The Future’s Not in Plastics: Why plastics demand...
Energy transition
04 September 2020
Billion Dollar Orphans: Why millions of oil and gas...
Climate risk disclosure
01 October 2020
Decline and Fall: The Size & Vulnerability of the...
Energy transition
04 June 2020
Power
Blog
02 October 2020
Vistra takes an important step in the clean energy transition, but still has a long journey ahead
The Texas-based company Vistra recently announced that they will close six coal power plants and cut their coal generating capacity from...
Power
Blog
15 September 2020
Measuring and managing energy transition risk in the Philippines
As part of a UK government-funded project to support the Philippines power sector stakeholders navigate the shifts, risks and opportunities...
Coal
Report
29 July 2020
Annual Review 2019
Click here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy transition by focussing on the...
Coal
Report
30 June 2020
How to Retire Early: Making accelerated coal phaseout feasible and just
Although coal has long been viewed as the cheapest way to power the global economy, this is no longer the case. New renewable energy is...
Power
Blog
19 June 2020
A Tale of Two Investors: A Carbon Tracker Video
The Earth's temperatures continue to rise causing catastrophic climate change. The risks of climate change are having major impacts on...
Power
Report
21 April 2020
Whack-A-Mole: Will South Korea’s coal power transition be undermined by overcompensated gas?
Korea needs to phase-out unabated gas by 2050 in a Paris-aligned scenario or potentially risk $60 billion in stranded assets As much as...Popular Reads
Fault Lines: How diverging oil and gas company strategies link to stranded asset risk
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
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The Future’s Not in Plastics: Why plastics demand won’t rescue the oil sector
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
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Building and operating coal 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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