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
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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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We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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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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