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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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The real climate impact of Blue Hydrogen and Gas-CCS Our report reveals that CO2 emissions from Blue Hydrogen and Gas-CCS projects...Curb Your Enthusiasm: Bridging the gap between the UK’s CCUS targets and reality
The UK Government’s CCUS strategy risks locking consumers into a high-cost, fossil-based future, despite cleaner and cheaper alternatives...Electric Utilities: 2023 Assessments for Climate Action 100+
For utilities, we must look both forward and backward. Firms must avoid building new coal and gas generation assets and accelerate the...Энергетический переход Казахстана
Степенным шагом к углеродной нейтральности В этом докладе основное...Kazakhstan Energy Transition
Steppes to Net Zero This report focuses on Kazakhstan’s energy transition pathway and provides a perspective that strikes a balance...Crossroads – reenergising the UK power sector’s transition
The GB power system is increasingly at risk of becoming stuck in transition on its necessary path to carbon neutrality. Over the first...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 MoreThe war in Ukraine is a further example of the inherent fragility of the world fossil fuel system. It is accelerating the energy...
Read MoreFossil fuel commodity prices are likely to remain volatile with the prospect for further embargos. This is a manifestation of non...
Read MoreThe risks associated with gas infrastructure investment have never been higher This report continues our series exploring the...
Read MoreUnabated gas plants’ future role in the power system should be predominantly limited to backup reserve to allow for flexible...
Read MoreRenewables continue to increase their cost competitiveness versus coal, with 27% of the global coal fleet unprofitable today. Do...
Read MoreA Clean Energy Portfolio (CEP) is already more competitive than new combined-cycle gas plants (CCGTs) in Italy. Foot Off the Gas...
Read MoreNel presente studio analizziamo l’attuabilità finanziaria di nuove centrali a gas in Italia, confrontandone il costo con...
Read MoreBetting on new gas today means shouldering consumers with higher prices tomorrow as well as missing the net zero pathway the UK...
Read MoreClick here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy transition by...
Read MoreAlthough coal has long been viewed as the cheapest way to power the global economy, this is no longer the case. New renewable...
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 MoreCoal developers risk wasting more than $600 billion because it is already cheaper to generate electricity from new renewables...
Read MoreCarbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is...
Read MoreThe economic viability of new and existing coal in Japan could be severely undermined by cheap renewables and, without policy...
Read MoreVietnam’s low-cost renewables revolution and its implications for coal power investments Key findings: ...
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 MoreMarket counts down to the MSR The EU carbon market has been the hottest commodity market in the world over the last 16...
Read MoreThis study updates our report 2 Degrees of Separation, and for the first time quantifies risk of overinvestment under a 1.75ᵒC...
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 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 MoreThe 2015 Oil Spending Review is in Full Swing With oil prices collapsing to between $50/$60 a barrel (at the...
Read MoreThis Carbon Tracker report shows how rural communities in Africa and India suffering most from a lack of modern energy can...
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 research from Carbon Tracker and the Grantham Research Institute on Climate Change and the Environment at LSE calls...
Read MoreThis new analysis from the Carbon Tracker Initiative finds that the current coal reserves earmarked for the South African market,...
Read MoreThis is the original report which pioneered the concept of the 'Carbon Bubble'. This award-winning analysis by Carbon...
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