Research
We carry out scenario analysis 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
Nothing to lose but your chains: The emerging market...
Energy transition
20 November 2020
Fault Lines: How diverging oil and gas company...
Oil
09 October 2020
The Future’s Not in Plastics: Why plastics demand...
Energy transition
04 September 2020
Understanding the operating costs of coal power: US...
Coal
16 February 2018
Our Latest Research
Energy transition
Analyst Note
20 November 2020
Nothing to lose but your chains: The emerging...
Falling battery prices and the electrification of transport systems in emerging markets will reduce dependency on oil imports and decimate...
Oil
Analyst Note
28 October 2020
How The Mighty Are Fallen – How Chasing Growth Destroyed Value In ExxonMobil
Between 2014 and the end of 2019, Exxon’s return to shareholders was negative 10%. In September 2014, Carbon Tracker published a...
Energy transition
Analyst Note
04 September 2020
The Future’s Not in Plastics: Why plastics demand won’t rescue the oil sector
The oil and petrochemical industries are betting their future growth prospects on demand for plastics. But plastics demand is likely to...
Oil
Analyst Note
23 July 2020
Pipe Dreams: Why Canada’s proposed pipelines don’t fit in a low carbon world
Carbon Tracker's modelling shows no new oil sands are needed in a low carbon world. Prospective pipeline projects represent a significant...
Oil
Analyst Note
24 June 2020
Absolute Impact: Why oil majors’ climate ambitions fall short of Paris limits
There is growing recognition that drastic changes to oil and gas consumption are required to meet the finite limits of a global carbon...
Oil
Analyst Note
15 June 2020
The Impair State: The Paris Agreement starts to impact oil & gas accounting
The oil industry’s financial statements reflect climate change conflict Oil and gas companies have never been under more pressure on...Popular Reads
Nothing to lose but your chains: The emerging market transport leapfrog
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
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Fault Lines: How diverging oil and gas company strategies link to stranded asset risk
We carry out scenario analysis to examine and understand how potential changes to supply and demand will...
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Fanning the Flames: How executives continue to be rewarded to produce more...
Oil Analyst Note March 2020Company pay practice doesn’t yet live up to climate ambition, with the gap between stated ambition and demonstrable action...
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The Flip Side: Stranded Assets and Stranded Liabilities
Climate risk disclosure Analyst Note February 2020Carbon Tracker’s fundamental insight is that the oil and gas industry’s growth plans do not fit in a low carbon world. As...
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The cost of failing to anticipate an Inevitable Policy Response to climate change In this report, we look at the...
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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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Falling renewable costs and intermittency solutions drive a tipping point for the Inevitable Policy Response The Inevitable...
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Climate Action 100+ power utility profiles for mainstream investors to align with Paris and manage energy transition...
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The argument is often made that oil reserves have high natural decline rates which necessitate the continuous investment in and...
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The 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...
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Why carbon intensity ambitions are welcome, but strict limits on future project sanction remain the route to Paris...
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What can the global oil and gas sector learn from the decline of the European electricity sector after 2007? The story of the...
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Myths 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,...
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Myths 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...
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Myths 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...
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EV Oil Demand Displacement Interactive Tool This report and accompanying interactive tool look exclusively at...
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Dispatch 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...
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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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Our analysts Matt Gray and Laurence Watson respond to PPL's recent Climate Assessment Report. Summary Following a...
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Facts still matter: FERC saves US energy consumer $1.4b pa by rejecting...
Coal Analyst Note January 2018Summary 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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Headlines Growth of electric vehicles (EVs) in scenarios developed by some oil majors is ten years behind the level expected...
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Perry’s proposal to reregulate US power markets – $1.4b pa subsidy...
Coal Analyst Note October 2017The Notice of Proposed Rulemaking (NOPR) announced on September 29 will grant coal and nuclear units operating in organised...
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