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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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Navigating Peak Demand


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...

Carbon Tracker Power & Utilities Country Profiles updated and expanded
Today we are launching an update to our Country Profiles for the global coal power sector. This is a platform designed to assist...

Pricing signals for low-carbon flexibility vital for future power market design
With UK and European leaders continuing to ponder the long-term future of power market design, common themes continue to arise across...

Energy Transition’s clean technologies are empowering an industrial policy revolution
There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the United States, and with millions...

S-curves in the driving seat of the energy transition
Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This is because the future energy...

Investors Need to Look Carefully at Stranded Asset Risks
This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a carbon-based economy risks stranding...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 MoreOn June 30, the U.S. Supreme Court ruled that the EPA does not have authority, under the Clean Air Act, to set up an emissions...
Read MoreToday the Supreme Court hears oral arguments in the case of West Virginia v. EPA. The case centers on the EPA’s ability to...
Read MoreSouth 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 MoreChinese coal industry patch-up should not encourage new investment
Power & Utilities Blog November 2021The Chinese government has been sending mixed messages on its long-term climate ambitions once again On the one hand, an...
Read MoreSouth Korea must take opportunity to end coal power and accelerate...
Power & Utilities Blog May 2021Ending the use of coal for power generation in South Korea by 2028 is not only possible but also the most economical option in...
Read MoreCOP26: A chance to reset and eliminate obstacles – coal in sights
Power & Utilities Blog January 20212021 is a year of opportunity; one of resetting, reshaping and a chance to remove distortions that hinder an orderly energy...
Read MoreCarbon Tracker's Christmas Cracker had a makeover in 2020. This infographic originally went out in our December newsletter,...
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 MoreMeasuring and managing energy transition risk in the Philippines
Power & Utilities Blog September 2020As part of a UK government-funded project to support the Philippines power sector stakeholders navigate the shifts, risks and...
Read MoreThe Earth's temperatures continue to rise causing catastrophic climate change. The risks of climate change are having major...
Read MoreThe sudden economic downturn brought on by the Coronavirus threatens to cripple the finances of U.S state governments. The...
Read MoreCOVID-19 is crippling economies and creating turmoil in financial markets. This note gives our outlook for coal generation in...
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 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 MoreAt Carbon Tracker - our research focus is the impact of climate change on financial markets. Our global coal report, Powering...
Read MoreCarbon Tracker, IEEFA and ICSC to help the Philippines with energy...
Power & Utilities Blog August 2019Last week Carbon Tracker’s power & utilities team was in Manila to attend the launch of a UK government-funded project to...
Read MoreRecently Carbon Tracker’s power and utilities team travelled to Vietnam to market our latest analyst note, Here Comes the Sun...
Read MoreUK Net Zero 2050 – good intentions, but aren’t we missing something?
Power & Utilities Blog May 2019The UK Climate Change Committee (CCC) has reported on its recommended targets for the UK to reduce its greenhouse gas emissions...
Read MoreArriving into Katowice Poland, host city for COP24, you were immediately struck by the obvious conflict at the heart of the UN...
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 MoreIf you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
Read MoreCost reductions of India’s solar revolution should serve as a warning to coal investors This week solar PV prices in India...
Read MoreThe 12 Days of Carbon Tracker Well…that was different. 2016 has been quite the year of change. A year of political events that...
Read MoreChina’s 13th Five Year Plan offers no hope for coal markets, further...
Power & Utilities Blog March 2016The recent shift in China’s economy has been one of dramatic speed and scale. The first decade of the 2000s saw China’s...
Read MoreKeystone XL was a monumental turning point…and now Obama is taking on...
Power & Utilities Blog January 2016Shelagh Whitley and Mark Fulton President Obama’s rejection of the Keystone XL pipeline last November signalled a landmark...
Read MoreStranded Assets a Response: Myth or Reality? Late last year respected British economist Dieter Helm dismissed the concept of...
Read MoreFirst appeared in BusinessGreen Global coal is on the ropes. Prices of thermal coal have collapsed as demand evaporates;...
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