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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

What does a second Trump term mean for the fight against climate change?
Energy Transition Blog 25 March 2024

Are We Ready for Trump Mark II?

After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President.  Polling shows he could beat...
Report 25 September 2023

Kazakhstan Energy Transition

Steppes to Net Zero This report focuses on Kazakhstan’s energy transition pathway and provides a perspective that strikes a balance...

Gone with the wind?

Analyst Notes Analyst Note June 2023

Investments in the electricity grid are not keeping up with the rapid growth of wind resulting in record losses of green...

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Marginal Call

Analyst Note February 2023

Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has come for a shift in...

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Ukraine FAQs

Report June 2022

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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Put Gas on Standby

Report October 2021

Unabated gas plants’ future role in the power system should be predominantly limited to backup reserve to allow for flexible...

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2020 at Carbon Tracker

Energy Transition Blog December 2020

Carbon Tracker's Christmas Cracker had a makeover in 2020. This infographic originally went out in our December newsletter,...

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Annual Review 2019

Coal Report July 2020

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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Apocoalypse Now

Analyst Notes Analyst Note October 2019

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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Here comes the sun

Power & Utilities Blog May 2017

Cost reductions of India’s solar revolution should serve as a warning to coal investors This week solar PV prices in India...

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