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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

Handbrake Turn

Oil Analyst Note January 2020

The cost of failing to anticipate an Inevitable Policy Response to climate change In this report, we look at the...

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Apocoalypse Now

Analyst Notes Analyst Note October 2019

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 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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