This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
- Home
- Research
Research
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
Popular Searches
Popular Reports
Curb Your Enthusiasm: Bridging the gap between the...
Challenging the Systemic Under-pricing of Climate Damages Within the Global Financial System
A paper by Professor Steve Keen (UCL) with Mark Campanale and Joel Benjamin (Carbon Tracker) and Professor Tim Lenton and Dr Jesse Abrams...EU Decarbonisation and Competitiveness
Recently, former European Central Bank President Mario Draghi presented his report on the “The future of European...Can Europe Overcome its Continental Drift? Tough Challenges Ahead for the Energy and Climate Transition
Just two months ago, Europe felt like it was at a political crossroads. The European Parliamentary elections - where some commentators...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...Flying Blind: In a Holding Pattern
The continued absence of climate and transition risks in financial reporting Climate and energy transition risks, and company strategies...How many new emissions did oil and gas exploration add last year? Nobody knows
If you are reading this, you know that at a time when the world is burning, and Net Zero seems like a distant dream, oil and gas...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 MoreClimate Action 100+ Net Zero Company Benchmark: Climate Accounting and Audit Assessment This document sets out the framework and...
Read MoreCarbon Tracker and Planet Tracker welcome the opportunity to respond to the European Commission’s (“the Commission”)...
Read MoreStanding at the crossroads: Colorado Commissioners facing difficult...
Regulatory & Policy Blog April 2023As the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding proposals, and goes through hearings on...
Read MoreIn early 2022, Colorado overhauled its financial assurance rules for oil and gas companies in a rulemaking mandated by SB...
Read MoreIn response to state regulations, Colorado oil and gas well operators have submitted their financial assurance plans. On this...
Read MoreInvestors Need to Look Carefully at Stranded Asset Risks
Regulatory & Policy Guest Blog January 2023This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a carbon-based economy risks...
Read MoreAmidst an energy crisis and a power supply crunch, the Japanese power sector is today experiencing unprecedented stress owing to...
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 MoreDouble or Nothing: How regulators are gambling on the future self-interest...
Oil & Gas Report June 2022The Gulf of Mexico has long been a major oil and gas producing region for the U.S., but field depletion in shallower regions near...
Read MoreCarbon Tracker recently announced that it was creating a Global Registry of Fossil Fuels, the “Registry,” which will be a...
Read MoreAfter months of legislative negotiations, the $1.2 trillion Infrastructure bill made it through Congress and was signed by...
Read MoreCompared to other large oil and gas producing states, California and Ohio rank last in forcing the closure of idled, abandoned...
Read MoreInvestors are Flying Blind as over 70% of reviewed companies and 80% of auditors fail to disclose climate-related risks in the...
Read MoreIn the run up to COP 26 many oil and gas companies have announced ‘net-zero by 2050’ targets. However, very few companies...
Read MoreAs the Colorado Oil and Gas Conservation Commission (COGCC) weighs competing demands of protecting the state finances and...
Read MoreAs Colorado considers improvements to its oil and gas regulations, some will undoubtedly point to its idle well program as a...
Read MoreThis weekend marks the end of the first month of the Biden Presidency. In the weeks since the inauguration we have seen a wave...
Read MoreTo ensure companies meet their obligations to plug oil and gas wells and reclaim drilling sites, Colorado regulations require oil...
Read MoreAmid rising tension the final votes of the 2020 US election were cast last week. By electing Democrats Raphael Warnock and John...
Read MoreCarbon Tracker's Christmas Cracker had a makeover in 2020. This infographic originally went out in our December newsletter,...
Read MoreFor the past two years, the Green New Deal (GND) has driven the conversation about how to address climate change. It has been the...
Read MoreGiven the 24 hour news cycle around the US Congressional and Presidential Election, it would be easy to focus only on what...
Read MoreCarbon Tracker and Assurance Mark were given the opportunity to comment on the FCA’s above-referenced proposals (the...
Read MoreDuring her presidential campaign announcement, Senator Amy Klobuchar declared that on her first day in office she would take the...
Read More"Nobody move! I have a hostage. If anyone follows us, I'll kill myself and then her." Roy Miller, Knight and Day A classic...
Read MorePassing transformative climate change legislation through the U.S. Congress will be one of the major legislative battles of this...
Read More"Oil and gas companies are hurtling toward bankruptcy, raising fears that wells will be left leaking planet-warming pollutants,...
Read MoreLast Call – States’ final chance to avoid the clean-up tab for big...
Regulatory & Policy Blog July 2020The coronavirus pandemic has caused a sharp decline in oil demand, putting intense pressure on oil companies with large...
Read MoreClick here to view Carbon Tracker's Annual Review 2019 In 2019 our objective was to accelerate the energy transition by...
Read MoreThe Earth's temperatures continue to rise causing catastrophic climate change. The risks of climate change are having major...
Read MoreCarbon Tracker pioneered work on the oil and gas industry’s “stranded assets”; as investors increasingly ask whether oil...
Read MoreWritten by: Greg Rogers, Theron Horton, Rob Schuwerk Is the goal to get out all of the oil, or get out of the retirement...
Read MoreCarbon Tracker's mission is to align investors strategies to climate change action. We recognise that there is...
Read MoreSubmission to Treasury Committee on Green Finance & Decarbonisation...
Regulatory & Policy Blog September 2019Carbon Tracker's Mike Knight submitted evidence to the Treasury Select Committee inquiry into the decarbonisation of the UK...
Read More14 June | The Vatican Mary Robinson served as president of Ireland from 1990 to 1997, and as UN High Commissioner for Human...
Read MoreVietnam’s low-cost renewables revolution and its implications for coal power investments Key findings: ...
Read MoreThere is growing attention on the potential impacts of climate-related risks on the upstream oil and gas sector A 2019 report by...
Read MoreConocoPhillips: Concerned on Capex, Cagey on the Dwindling Carbon Budget
Regulatory & Policy Blog March 2019ConocoPhillips’ February 2019 climate report lays out a thoughtful approach to governing climate risk. It addresses...
Read MoreBP and Glencore announce plans to link fossil fuel investments to Paris Agreement goals 2019 is shaping up to be the year in...
Read MoreBy Anthony Hobley Attending Davos for the World Economic Forum (WEF) Annual Meeting is like being thrown into the centre of...
Read MoreThis report was produced by Client Earth, WWF and Carbon Tracker The International Organization of Securities Commissions...
Read MoreIn the nexus of climate change and financial markets, disclosure is the flavour of the day. Carbon Tracker recently analysed...
Read MoreDispatch dogfight: will the EU ETS put gas in the money in 2018?
Carbon Markets Analyst Note June 2018Since the start of the year, EU carbon has doubled in value, raising the possibility of coal to gas switching in power...
Read MoreThis paper provides in-depth analysis of the company disclosure of the largest oil and gas companies: BP, Chevron, Conoco...
Read MoreClosing the Gap to a Paris-compliant EU-ETS Carbon pricing, whether via cap-and-trade schemes or taxes, is not sufficient on...
Read MoreChevron takes tentative steps on asset-level climate risk
Accounting, Audit, & Disclosure Blog March 2018Chevron’s recent climate change disclosures become the first to reach down to the asset level, but remain light on useful...
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 MoreCarbon Tracker's submission to the consultation phase of the Department of Business, Energy & Industrial Strategy's...
Read MoreCarbon Tracker Initiative comments on the Environmental Audit Committee’s Green Finance inquiry We welcome the opportunity...
Read MoreIf you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
Read MoreA Time Machine for Climate Risk: bringing the future forward with 2˚C...
Regulatory & Policy Blog November 2017See here for a downloadable version of this blog. “Breaking the Tragedy of the Horizon” It has been two years since the...
Read MoreIndustry opposes enhanced climate risk disclosure, concerned it will move...
Regulatory & Policy Blog May 2017Robert Shuwerk responds to industry opposition to the TCFD recommendations. The Financial Stability Board’s task force on...
Read MoreUnexpectedly, the oil and gas love-in that is CERAWeek saw the latest round of climate risk disclosure emerging from the oil...
Read MoreIn response to an enquiry from the G20, the Financial Stability Board produced a seminal report investigating the implications of...
Read MoreFinancial Stability Board talks of climate change in a language investors...
Regulatory & Policy Blog January 2017Carbon Tracker's Rob Schuwerk explains why the FSB's climate risk recommendations are an important step towards helping financial...
Read MoreIn the US, carbon-intensive sectors have made risk factor disclosures related to climate change for years but very little of it...
Read MoreU.S. and European oil and gas companies are under increasing pressure from shareholders to stress test their businesses against a...
Read MoreIn February 2016, we were invited to contribute to the Australian Senate Economics References Committee’s inquiry into carbon...
Read MoreThis paper examines Chevron’s current disclosures in the context of Carbon Tracker’s April 2015 Blueprint, where we...
Read MoreUK Environmental Audit Committee inquiry: Sustainability and HM Treasury The cross-departmental Environmental Audit Committee...
Read MoreHot on the heels of a historic climate deal in Paris the Carbon Tracker Initiative and the Climate Disclosure Standards Board,...
Read MoreSome fossil fuel companies are failing in their legal duty to address climate risk in their reporting, a group of non-profit...
Read MoreCarbon Tracker recently submitted comments to the European Commission's ongoing capital markets union (CMU)...
Read MoreRecognising Risk, Perpetuating Uncertainty. A baseline survey of climate...
Accounting, Audit, & Disclosure Report October 2014In partnership with Ceres, CDP and CDSB, Carbon Tracker has assessed the responses from over 80 fossil fuel companies to a...
Read More