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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

Oil Analyst Note 31 January 2020

Handbrake Turn

The cost of failing to anticipate an Inevitable Policy Response to climate change In this report, we look at the Inevitable Policy...
Analyst Notes Analyst Note 24 October 2019

Apocoalypse Now

The energy complex has EU coal generators in a chokehold. Are policymakers and investors prepared for what comes next? In this latest...
Energy transition Analyst Note 05 September 2019

The Trillion Dollar Energy Windfall

Falling renewable costs and intermittency solutions drive a tipping point for the Inevitable Policy Response The Inevitable Policy...

The Decline Rate Delusion

Energy transition Analyst Note April 2019

The argument is often made that oil reserves have high natural decline rates which necessitate the continuous investment in and...

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Scope for Improvement

Oil Analyst Note January 2019

Why carbon intensity ambitions are welcome, but strict limits on future project sanction remain the route to Paris...

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Electric Vehicle Tracker

Oil Analyst Note December 2017

Headlines Growth of electric vehicles (EVs) in scenarios developed by some oil majors is ten years behind the level expected...

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