Our social channels


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

Analyst Notes Analyst Note 15 June 2023

Gone with the wind?

Investments in the electricity grid are not keeping up with the rapid growth of wind resulting in record losses of green electricity and...
Analyst Note 01 February 2023

Marginal Call

Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has come for a shift in the way...
Corporate Research (Power & Utilities) Analyst Note 14 July 2022

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...

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...

Read More