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
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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Poorly performing Auto Loan ABS has the potential to put the brakes on bond holder returns and automaker cashflow In developed...
Read MoreMany leading asset managers’ investment practices deviate from climate positioning. As awareness of the climate crisis...
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Transition Plan Analysis In this note Will Grainger, our Senior North American Power and Utilities Analyst, outlines the key...
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In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon emissions before 2030 and...
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Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has come for a shift in...
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With approximately 2.1 million abandoned wells across the U.S., there is growing concern about unfunded asset retirement...
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This report is an assessment of automotive company alignment to the Paris Agreement and their position relative to the automotive...
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The energy transition is fundamentally shifting the way oil and gas companies operate; as demand falls for fossil fuels,...
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Amidst an energy crisis and a power supply crunch, the Japanese power sector is today experiencing unprecedented stress owing to...
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Uniper SE Uniper’s transition to net zero is not aligned with the goals of the Paris Agreement. Datteln4 is a major...
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RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. Germany has yet to...
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CEZ a.s CEZ’s transition to net zero by 2040 is not fully aligned with the goals of the Paris Agreement. CEZ is...
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We are writing this report because retiring coal is the fastest route to decarbonisation and alignment with the goals of the...
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Colorado’s new financial assurance rules will help mitigate orphan well risk, but the benefits are blunted by substantial...
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The International Sustainability Standards Board’s Exposure Drafts “IFRS S1 General Requirements for Disclosure of...
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When oil companies defer saving for asset retirement obligations (AROs), the liabilities accumulate. Meanwhile production, and...
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CLP Holdings Limited (CLP) has a commitment to achieve net zero emissions by 2050. However, we do not think CLP’s net zero plan...
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Tenaga Nasional Berhad (TNB) aims to achieve net zero emissions by 2050 underpinned by a commitment to reduce 35% of its...
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Adani Power Limited (APL) has no commitment to achieve net zero emissions and no meaningful plans to manage the energy transition...
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Oil and gas companies are still failing to commit to the absolute emissions reductions necessary to link their businesses to the...
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Poland is approaching a key point in determining the future direction of its power system and the technologies that it wishes to...
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Firms can avoid wasting $500bn with managed approach to transition in Inevitable Policy Response scenario even if oil demand...
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$110 billion of coal plants owned by listed Asian utilities could become uneconomic as the world takes action to meet climate...
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The fossil energy system is falling over the edge of the demand cliff. 2019 was likely peak fossil fuel demand and this marks...
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Financial assurance requirements are universally considered to be too low to pay for plugging and abandoning wells. An inventory...
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Recently, we submitted a letter in response to the Securities and Exchange Commission’s (SEC) Public Input on Climate Change...
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Oil and gas companies are increasingly announcing new climate goals as they seek to maintain a social licence to...
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A cost-optimized analysis for a renewables investment schedule for South Korea shows that a more ambitious rollout of renewable...
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The value of share offerings in fossil fuel producing and related companies dropped by $123 billion in the last decade,...
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Smart investments and viral ideas in pandemic recovery and contagious new tools for deeper, cheaper energy efficiency could speed...
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The energy transition will require oil and gas companies to fundamentally change the way they do business. Groundhog Pay...
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Falling battery prices and the decarbonisation of transport systems in emerging markets will reduce dependency on oil imports and...
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Between 2014 and the end of 2019, ExxonMobil 's return to shareholders was negative 10%. In September 2014, Carbon Tracker...
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The oil and petrochemical industries are betting their future growth prospects on demand for plastics. But plastics demand is...
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Carbon Tracker's modelling shows no new oil sands are needed in a low carbon world. Prospective pipelines and projects represent...
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There is growing recognition that drastic changes to oil and gas consumption are required to meet the finite limits of a global...
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The oil industry’s financial statements reflect climate change conflict Oil and gas companies have never been under more...
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Company executives pay practice doesn’t yet live up to climate ambition, with the gap between stated ambition and demonstrable...
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Carbon 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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In this report, we look at the Inevitable Policy Response (IPR), which models the potential impacts of delayed tough...
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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 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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Myth 3. Hard-to-abate sectors prevent an energy transition This is the third of the Energy Transition Myth Busters series,...
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Myth 2. The intermittency of renewables will prevent the transition This is the second of the Energy Transition Myth Busters...
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Myth 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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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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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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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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Headlines Growth of electric vehicles (EVs) in scenarios developed by some oil majors is ten years behind the level expected...
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The Notice of Proposed Rulemaking (NOPR) announced on September 29 will grant coal and nuclear units operating in organised...
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