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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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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...Balancing Act: Stranded Assets and Flexibility in China’s Power Sector
In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon emissions before 2030 and achieving...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...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 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...Corporate Profile – Adani Power Limited
Adani Power Limited (APL) has no commitment to achieve net zero emissions and no meaningful plans to manage the energy transition and is...Popular Reads
Curb Your Enthusiasm: Bridging the gap between the UK’s CCUS targets and reality
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreLoading the DICE Against Pensions
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MorePoland 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...
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 MorePerry’s proposal to reregulate US power markets – $1.4b pa subsidy...
Coal Analyst Note October 2017The Notice of Proposed Rulemaking (NOPR) announced on September 29 will grant coal and nuclear units operating in organised...
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