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 Reports
Flying Blind: Accounting and Audit Regulation
Accounting, Audit, & Disclosure
03 March 2025
Can a Sweltering Summer Create an Autumn of Opportunity for the Transition?
Regulatory & Policy Blog October 2026Recent months have reinforced the case for accelerating action on the energy transition and climate, particularly from a European...
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Why the Truck EV Transition is Closer Than Expected Heavy-duty transport has long been considered as one of the hardest...
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Ottawa’s August announcement of its intention to fast-track the West Coast pipeline proposal marks the latest in a series of...
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Carbon Tracker’s response to the Proposed Rescission of Climate-Related...
Accounting, Audit, & Disclosure Report August 2026Since 2024, the energy transition has progressed and physical impacts have intensified. Key considerations supporting our...
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Continued fossil fuel expansion risks delaying electrification and prolonging exposure to volatile global energy markets By...
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The world's new energy system may be harder to shock than we assume The latest concerns over the Strait of Hormuz produced a...
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The closure of Investors for Paris Compliance has prompted renewed debate about whether investor pressure on climate ever really...
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Key recommendations We advise that HMT should align UK IPO listing rules for fossil fuel companies with the carbon...
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Reporting gaps reveal the true carbon intensity of automotive investments Passenger vehicles remain the largest and most...
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Ambition Under Pressure: Analytical Leadership vs. Strategic Hesitation
Regulatory & Policy Report May 2026How NBIM is exposing the market-wide under-pricing of climate risk The report, Ambition Under Pressure: Analytical Leadership...
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The transition is not about spending more on everything: it is about spending smarter on what works. Capital in Transition –...
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