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
Analyst Note
26 October 2022
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...
Carbon Markets
Analyst Note
08 June 2018
Dispatch dogfight: will the EU ETS put gas in the money in 2018?
Since the start of the year, EU carbon has doubled in value, raising the possibility of coal to gas switching in power generation. This...
Coal
Analyst Note
16 February 2018
Understanding the operating costs of coal power: US example
Summary The operating costs of coal units are complex and depend on many variables. Coal units are complex, long-life assets. The...
Coal
Analyst Note
26 January 2018
PPL’s climate disclosure – misguided at best
Our analysts Matt Gray and Laurence Watson respond to PPL's recent Climate Assessment Report. Summary Following a shareholder...Popular Reads
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