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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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Curb Your Enthusiasm: Bridging the gap between the...
Loading the DICE Against Pensions
Paris Maligned II
PetroStates of Decline: oil and gas producers face...
Fossil fuel electricity generation has peaked worldwide as emerging market countries seize the opportunities of low-cost...
Read MoreCan a virus and viral ideas speed the world’s journey beyond fossil...
Analyst Notes Analyst Note February 2021Smart investments and viral ideas in pandemic recovery and contagious new tools for deeper, cheaper energy efficiency could speed...
Read MoreKingsmill Bond on BBC News talking Joe Biden’s Presidency & the...
Energy Transition Blog January 2021Carbon Tracker's New Energy Strategist Kingsmill Bond argues the election of Joe Biden on a ticket to restore America's climate...
Read MoreNothing to lose but your chains: The emerging market transport leapfrog
Energy Transition Analyst Note November 2020Falling battery prices and the decarbonisation of transport systems in emerging markets will reduce dependency on oil imports and...
Read MoreThe Future’s Not in Plastics: Why plastics demand won’t rescue the oil...
Energy Transition Analyst Note September 2020The oil and petrochemical industries are betting their future growth prospects on demand for plastics. But plastics demand is...
Read MoreDecline and Fall: The Size & Vulnerability of the Fossil Fuel System
Energy Transition Report June 2020The energy transition is disrupting the entire fossil fuel system, with profound consequences for financial markets and...
Read MoreThe COVID-19 pandemic shut economies, disrupted established global production chains and pressed an indefinite pause on the...
Read MoreThe IEA on Thursday[1] released some eye-watering projections for energy demand declines in 2020 in the light of the Covid19...
Read MoreThe 2019 report on the Speed of the Energy Transition by the World Economic Forum Global Future Council on Energy described two...
Read MoreAt this time of crisis, the immediate issue is to solve the health and economic emergencies, and we salute the heroes of the...
Read MoreI was sitting in a hot tub in Leningrad in the summer of 1990 when I realised the Soviet Union would fall. There were five of...
Read MoreGradual or Rapid Energy Transition: What path are we on? The energy industry is complex, and understanding the major trends...
Read MoreThe Amazon is burning, Greenland is melting, the US is rolling back environmental protections, and the energy sector consensus is...
Read MoreFalling renewable costs and intermittency solutions drive a tipping point for the Inevitable Policy Response The Inevitable...
Read MoreDuring the inaugural London Climate Action Week - Carbon Tracker co-hosted the Climate Risk and the Capital Domino Effect event...
Read MoreThe argument is often made that oil reserves have high natural decline rates which necessitate the continuous investment in and...
Read MoreThe political tipping point: Why the politics of energy will follow the...
Energy Transition Analyst Note January 2019The political tipping point is coming. The falling costs of renewables are driving a political tipping point where politicians...
Read MoreWhat can the global oil and gas sector learn from the decline of the European electricity sector after 2007? The story of the...
Read MoreMyths of the Energy Transition – Don’t Let Stranded Economic Thinking...
Energy Transition Blog December 2018In the 2014 film Merchants of Doubt a small group of well funded lobbyists cast doubts over the science linking tobacco to lung...
Read MoreMyths of the transition: Hard-to-abate sectors prevent an energy transition
Energy Transition Analyst Note December 2018Myth 3. Hard-to-abate sectors prevent an energy transition This is the third of the Energy Transition Myth Busters series,...
Read MoreAdding a Green Economy to a Brown Economy Does Not Equal Success.
Energy Transition Blog November 2018Our Take on OECD Green Finance 2018 Over 2 days in Paris, 13-14 November business leaders, Government policy makers, NGOs and...
Read MoreMyths of the transition: The intermittency of renewables prevents an...
Energy Transition Analyst Note November 2018Myth 2. The intermittency of renewables will prevent the transition This is the second of the Energy Transition Myth Busters...
Read MoreMyths of the transition: Renewables are too small to matter
Energy Transition Analyst Note November 2018Myth 1. Renewable energy sources are too small to impact the giant fossil fuel sector. This is the first of a series on the...
Read MoreThe peak in fossil fuel demand will have a dramatic impact on financial markets in the 2020s. The global energy system is...
Read MoreGuest post by Kingsmill Bond, new energy analyst at Trusted Sources (research & consultancy) The orthodox view is that...
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