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
We welcome the recent announcement that South Africa has struck a deal to access concessional financing of $8.5bn over the next...
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Renewables continue to increase their cost competitiveness versus coal, with 27% of the global coal fleet unprofitable today. Do...
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The Texas-based company Vistra recently announced that they will close six coal power plants and cut their coal generating...
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The sudden economic downturn brought on by the Coronavirus threatens to cripple the finances of U.S state governments. The...
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South Korea needs to phase-out unabated gas by 2050 in a Paris-aligned scenario or potentially risk $60 billion in stranded...
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Building and operating coal power is becoming a political decision that increasingly conflicts with underlying economic...
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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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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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The economic viability of new and existing coal in Japan could be severely undermined by cheap renewables and, without policy...
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At Carbon Tracker - our research focus is the impact of climate change on financial markets. Our global coal report, Powering...
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Recently Carbon Tracker’s power and utilities team travelled to Vietnam to market our latest analyst note, Here Comes the Sun...
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Vietnam’s low-cost renewables revolution and its implications for coal power investments Key findings: ...
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Arriving into Katowice Poland, host city for COP24, you were immediately struck by the obvious conflict at the heart of the UN...
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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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Examining the stranded asset risk of coal plants in Indonesia, Vietnam and The Philippines These three country briefings...
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In 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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One 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...
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Several financial institutions have recently announced they will stop funding new coal power projects, with HSBC being the...
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Summary The operating costs of coal units are complex and depend on many variables. Coal units are complex, long-life...
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Our analysts Matt Gray and Laurence Watson respond to PPL's recent Climate Assessment Report. Summary Following a...
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Summary The Federal Energy Regulatory Commission (FERC) announced on 8 January that it would reject the Notice of Proposed...
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Summary: Xcel Energy’s 2017 Colorado filing shows the median bid price for wind plus storage was $21/MWh and for solar...
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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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Alpha Natural Resources, Peabody Energy Corp., and Arch Coal, Inc.—three of the four largest U.S. coal companies by annual...
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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 January 2016 the US Secretary of the Interior announced a moratorium on new coal leasing on public lands pending completion of...
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The data is clear – the energy transition is underway, and the direction of travel is away from fossil fuels. But not everyone...
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There has been much discussion of fossil fuel subsidies as both an inefficient use of public tax dollars and a barrier to the...
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First appeared in BusinessGreen Global coal is on the ropes. Prices of thermal coal have collapsed as demand evaporates;...
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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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The market for thermal coal is in structural decline in the United States. Squeezed out by an abundance of cheap shale gas and...
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Our research on coal consists of a package of detailed analyses of coal supply, demand and financial trends. The accompanying...
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This latest piece of research from Standard & Poors’ coal analysts in collaboration with CTI explores for the first time...
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Since the turn of the century, China has almost single-handedly been driving global thermal coal consumption growth. Changes in...
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Following on from Carbon Tracker’s Unburnable Carbon 2013 global analysis, we release this report in collaboration with The...
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This new analysis from the Carbon Tracker Initiative finds that the current coal reserves earmarked for the South African market,...
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