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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
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ExxonMobil – The Existential Crisis



ExxonMobil’s Transition Plan


The Sky’s the Limit: Solar and wind energy...


SHELL – Will Shell’s Energy Transition...


Put a price on it: The case for more effective carbon pricing in Japan
Amidst an energy crisis and a power supply crunch, the Japanese power sector is today experiencing unprecedented stress owing to its deep...

Corporate Research: RWE AG – Talking the talk, but will need to walk the walk
RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. Germany has yet to bring forward...

Corporate Research: CEZ a.s – Restructuring due; urgent need for renewables
CEZ a.s CEZ’s transition to net zero by 2040 is not fully aligned with the goals of the Paris Agreement. CEZ is retiring coal...

EU Coal: The Good, The Bad & The Ugly
We are writing this report because retiring coal is the fastest route to decarbonisation and alignment with the goals of the Paris...

Corporate Profile – CLP Holdings Limited
CLP Holdings Limited (CLP) has a commitment to achieve net zero emissions by 2050. However, we do not think CLP’s net zero plan is...

Corporate Profile – Tenaga Nasional Berhad
Tenaga Nasional Berhad (TNB) aims to achieve net zero emissions by 2050 underpinned by a commitment to reduce 35% of its emissions...Popular Reads
ExxonMobil – The Existential Crisis
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreExxonMobil’s Transition Plan
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreAdani Power Limited (APL) has no commitment to achieve net zero emissions and no meaningful plans to manage the energy transition...
Read MorePoland’s Energy Dilemma: New gas power traps taxpayers in a costly...
Gas Analyst Note February 2022Poland is approaching a key point in determining the future direction of its power system and the technologies that it wishes to...
Read More$110 billion of coal plants owned by listed Asian utilities could become uneconomic as the world takes action to meet climate...
Read MoreA cost-optimized analysis for a renewables investment schedule for South Korea shows that a more ambitious rollout of renewable...
Read MoreThe energy complex has EU coal generators in a chokehold. Are policymakers and investors prepared for what comes next? In this...
Read MoreClimate Action 100+ power utility profiles for mainstream investors to align with Paris and manage energy transition...
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