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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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![fossil fuel system](https://carbontracker.org/wp-content/uploads/2020/05/renewables_windturbines-netherlands_166149499_medium_qgugdu-180x108.jpg)
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Decline and Fall: The Size & Vulnerability of the...
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Zone de danger des 2 mille milliards de dollars...
![coal power](https://carbontracker.org/wp-content/uploads/2020/03/johannes-plenio-gEKwtUDG43Q-unsplash-180x108.jpg)
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Political decisions, economic realities: The...
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The Sky’s the Limit: Solar and wind energy...
South Africa Needs Significantly More Money to Help Phase Out Coal
Power & Utilities Blog December 2021We welcome the recent announcement that South Africa has struck a deal to access concessional financing of $8.5bn over the next...
Read MoreRenewables continue to increase their cost competitiveness versus coal, with 27% of the global coal fleet unprofitable today. Do...
Read MoreVistra takes an important step in the clean energy transition, but still...
Power & Utilities Blog October 2020The Texas-based company Vistra recently announced that they will close six coal power plants and cut their coal generating...
Read MoreThe sudden economic downturn brought on by the Coronavirus threatens to cripple the finances of U.S state governments. The...
Read MoreSouth Korea needs to phase-out unabated gas by 2050 in a Paris-aligned scenario or potentially risk $60 billion in stranded...
Read MoreBuilding and operating coal power is becoming a political decision that increasingly conflicts with underlying economic...
Read MoreHere’s why China’s post-COVID-19 stimulus must reject costly coal...
Power & Utilities Blog March 2020The piece originally was posted to the World Economic Forum website on March 18, 2020. The impact of China's previous...
Read MoreCoal developers risk wasting more than $600 billion because it is already cheaper to generate electricity from new renewables...
Read MoreAccording to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged 20 years and older. The decision to...
Read MoreThe purpose of this note is to: Address RWE’s response to our recent report Apocoalypse Now, by acknowledging that, per...
Read MorePowering down coal: The economic case for a global coal phase-out is...
Power & Utilities Blog December 2019Coal power is losing its economic footing. As detailed in Figure 1, according to Carbon Tracker analysis, which is based on...
Read MoreThe energy complex has EU coal generators in a chokehold. Are policymakers and investors prepared for what comes next? In this...
Read MoreThe economic viability of new and existing coal in Japan could be severely undermined by cheap renewables and, without policy...
Read MoreAt Carbon Tracker - our research focus is the impact of climate change on financial markets. Our global coal report, Powering...
Read MoreRecently Carbon Tracker’s power and utilities team travelled to Vietnam to market our latest analyst note, Here Comes the Sun...
Read MoreVietnam’s low-cost renewables revolution and its implications for coal power investments Key findings: ...
Read MoreArriving into Katowice Poland, host city for COP24, you were immediately struck by the obvious conflict at the heart of the UN...
Read MoreThis interactive portal and accompanying report track the economic and financial risks of coal power at the asset-level...
Read MoreEconomic 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...
Read MoreIn this report, we present the results from a revolutionary method pioneered by Carbon Tracker to use satellite imagery to...
Read MoreThe asset economics and financial implications of Energa’s and Enea’s proposed new Ostrołęka coal power plant C In this...
Read MoreFrom stressed to unviable: India’s renewables revolution is pushing coal...
Power & Utilities Blog May 2018One year ago we posted here comes the sun – a blog which found the lowest solar bid of 2017 could be less than the cash cost of...
Read MoreEarth to investors: Paris Agreement requires one coal unit to close every...
Power & Utilities Blog May 2018Several financial institutions have recently announced they will stop funding new coal power projects, with HSBC being the...
Read MoreSummary The operating costs of coal units are complex and depend on many variables. Coal units are complex, long-life...
Read MoreOur analysts Matt Gray and Laurence Watson respond to PPL's recent Climate Assessment Report. Summary Following a...
Read MoreFacts still matter: FERC saves US energy consumer $1.4b pa by rejecting...
Coal Analyst Note January 2018Summary The Federal Energy Regulatory Commission (FERC) announced on 8 January that it would reject the Notice of Proposed...
Read MoreSummary: Xcel Energy’s 2017 Colorado filing shows the median bid price for wind plus storage was $21/MWh and for solar...
Read MoreIn 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...
Read MoreCoal’s market share in the US power mix is being diminished at an unprecedented rate due to fierce competition from cheap gas...
Read MoreBlazing Saddles: Coal miners are galloping out of bankruptcy; will...
Power & Utilities Report January 2017Alpha Natural Resources, Peabody Energy Corp., and Arch Coal, Inc.—three of the four largest U.S. coal companies by annual...
Read MoreChasing the Dragon? China’s coal overcapacity crisis and what it means...
Power & Utilities Report November 2016China is currently building more coal plants than it needs and in doing so is misallocating capital at an unprecedented...
Read MoreCarbon Tracker’s work on the energy transition has already demonstrated the value in challenging traditional energy model...
Read MoreEnough Already: Meeting 2°C Powder River Basin Coal Demand Without...
Power & Utilities Report July 2016In January 2016 the US Secretary of the Interior announced a moratorium on new coal leasing on public lands pending completion of...
Read MoreThe data is clear – the energy transition is underway, and the direction of travel is away from fossil fuels. But not everyone...
Read MoreThere has been much discussion of fossil fuel subsidies as both an inefficient use of public tax dollars and a barrier to the...
Read MoreFirst appeared in BusinessGreen Global coal is on the ropes. Prices of thermal coal have collapsed as demand evaporates;...
Read MoreIn this report we analyse the EU’s largest 5 power generators: Électricité de France (EDF), GDF Suez, Enel, E.ON and RWE, who...
Read MoreThe market for thermal coal is in structural decline in the United States. Squeezed out by an abundance of cheap shale gas and...
Read MoreOur research on coal consists of a package of detailed analyses of coal supply, demand and financial trends. The accompanying...
Read MoreCarbon Constraints Cast A Shadow Over The Future Of Coal Industry
Power & Utilities Report July 2014This latest piece of research from Standard & Poors’ coal analysts in collaboration with CTI explores for the first time...
Read MoreSince the turn of the century, China has almost single-handedly been driving global thermal coal consumption growth. Changes in...
Read MoreFollowing on from Carbon Tracker’s Unburnable Carbon 2013 global analysis, we release this report in collaboration with The...
Read MoreThis new analysis from the Carbon Tracker Initiative finds that the current coal reserves earmarked for the South African market,...
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