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
How to waste over half a trillion dollars: The...
Coal
12 March 2020
Political decisions, economic realities: The...
Coal
08 April 2020
Powering down coal: Navigating the economic and...
Coal
30 November 2018
The A-Z of the Energy Transition: Knowns and Unknowns
Energy transition
24 April 2020
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...
Coal
Report
08 April 2020
Political decisions, economic realities: The underlying operating cashflows of coal power during COVID-19
Building and operating coal is becoming a political decision that increasingly conflicts with underlying economic realities. In...
Power
Blog
01 April 2020
COVID and coal power: outlook and opportunities
COVID-19 is crippling economies and creating turmoil in financial markets. This note gives our outlook for coal generation in 2020 due to...
Power
Blog
18 March 2020
Here’s why China’s post-COVID-19 stimulus must reject costly coal power
The piece originally was posted to the World Economic Forum website on March 18, 2020. The impact of China's previous economic stimuli...
Coal
Report
12 March 2020
How to waste over half a trillion dollars: The economic implications of deflationary renewable energy for coal power investments
Coal developers risk wasting more than $600 billion because it is already cheaper to generate electricity from new renewables than from new...
Power
Flash Note
03 February 2020
Indonesia to replace one fifth of coal fleet with renewable energy
According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged 20 years and older. The decision to retire...Popular Reads
How to waste over half a trillion dollars: The economic implications of deflationary renewable energy for coal power investments
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
Read More
Political decisions, economic realities: The underlying operating cashflows of coal power during COVID-19
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
Read More
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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