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
Tohoku Electric Power is one of the largest power generation and transmission companies in Japan. It has 17 GW of own generation...
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We welcome the recent announcement that South Africa has struck a deal to access concessional financing of $8.5bn over the next...
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In a series of reports since 2011, Carbon Tracker has shown the financial and stranded asset risks to fossil fuel producers...
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The Texas-based company Vistra recently announced that they will close six coal power plants and cut their coal generating...
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The sudden economic downturn brought on by the Coronavirus threatens to cripple the finances of U.S state governments. The...
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South Korea needs to phase-out unabated gas by 2050 in a Paris-aligned scenario or potentially risk $60 billion in stranded...
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Building and operating coal power is becoming a political decision that increasingly conflicts with underlying economic...
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The piece originally was posted to the World Economic Forum website on March 18, 2020. The impact of China's previous...
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Coal developers risk wasting more than $600 billion because it is already cheaper to generate electricity from new renewables...
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According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged 20 years and older. The decision to...
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The purpose of this note is to: Address RWE’s response to our recent report Apocoalypse Now, by acknowledging that, per...
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Economist Ann Pettifor is one of several leading thinkers publishing books on the Green New Deal (GND) this year. However unlike...
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The energy complex has EU coal generators in a chokehold. Are policymakers and investors prepared for what comes next? In this...
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The economic viability of new and existing coal in Japan could be severely undermined by cheap renewables and, without policy...
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Falling renewable costs and intermittency solutions drive a tipping point for the Inevitable Policy Response The Inevitable...
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At Carbon Tracker - our research focus is the impact of climate change on financial markets. Our global coal report, Powering...
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Recently Carbon Tracker’s power and utilities team travelled to Vietnam to market our latest analyst note, Here Comes the Sun...
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Vietnam’s low-cost renewables revolution and its implications for coal power investments Key findings: ...
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Why shareholders should rethink executive reward For much of the early part of this century, the oil and gas industry was in...
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BP and Glencore announce plans to link fossil fuel investments to Paris Agreement goals 2019 is shaping up to be the year in...
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Arriving into Katowice Poland, host city for COP24, you were immediately struck by the obvious conflict at the heart of the UN...
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Our Take on OECD Green Finance 2018 Over 2 days in Paris, 13-14 November business leaders, Government policy makers, NGOs and...
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Examining the stranded asset risk of coal plants in Indonesia, Vietnam and The Philippines These three country briefings...
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In this report, we present the results from a revolutionary method pioneered by Carbon Tracker to use satellite imagery to...
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The asset economics and financial implications of Energa’s and Enea’s proposed new Ostrołęka coal power plant C In this...
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Since the start of the year, EU carbon has doubled in value, raising the possibility of coal to gas switching in power...
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One year ago we posted here comes the sun – a blog which found the lowest solar bid of 2017 could be less than the cash cost of...
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Several financial institutions have recently announced they will stop funding new coal power projects, with HSBC being the...
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Summary The operating costs of coal units are complex and depend on many variables. Coal units are complex, long-life...
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A PDF version of this paper is available here. An updated version of this note is available now in Carbon Budgets: Where are...
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Our analysts Matt Gray and Laurence Watson respond to PPL's recent Climate Assessment Report. Summary Following a...
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Summary The Federal Energy Regulatory Commission (FERC) announced on 8 January that it would reject the Notice of Proposed...
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Summary: Xcel Energy’s 2017 Colorado filing shows the median bid price for wind plus storage was $21/MWh and for solar...
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In 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...
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Coal’s market share in the US power mix is being diminished at an unprecedented rate due to fierce competition from cheap gas...
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Alpha Natural Resources, Peabody Energy Corp., and Arch Coal, Inc.—three of the four largest U.S. coal companies by annual...
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China is currently building more coal plants than it needs and in doing so is misallocating capital at an unprecedented...
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WEO 2016 also warns of disjointed scenario if energy transition is delayed. Scenarios are not forecasts The scenarios produced...
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Carbon Tracker’s work on the energy transition has already demonstrated the value in challenging traditional energy model...
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In response to the US Securities and Exchange Commission (SEC) Release No. 33-10098, "Modernization of Property Disclosures for...
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In January 2016 the US Secretary of the Interior announced a moratorium on new coal leasing on public lands pending completion of...
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The data is clear – the energy transition is underway, and the direction of travel is away from fossil fuels. But not everyone...
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There has been much discussion of fossil fuel subsidies as both an inefficient use of public tax dollars and a barrier to the...
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First appeared in BusinessGreen Global coal is on the ropes. Prices of thermal coal have collapsed as demand evaporates;...
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In this report we analyse the EU’s largest 5 power generators: Électricité de France (EDF), GDF Suez, Enel, E.ON and RWE, who...
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The market for thermal coal is in structural decline in the United States. Squeezed out by an abundance of cheap shale gas and...
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Our research on coal consists of a package of detailed analyses of coal supply, demand and financial trends. The accompanying...
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This latest piece of research from Standard & Poors’ coal analysts in collaboration with CTI explores for the first time...
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Since the turn of the century, China has almost single-handedly been driving global thermal coal consumption growth. Changes in...
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Following on from Carbon Tracker’s Unburnable Carbon 2013 global analysis, we release this report in collaboration with The...
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This new analysis from the Carbon Tracker Initiative finds that the current coal reserves earmarked for the South African market,...
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