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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

Analyst Notes Analyst Note 15 June 2023

Gone with the wind?

Investments in the electricity grid are not keeping up with the rapid growth of wind resulting in record losses of green electricity and...
Analyst Notes Analyst Note 05 May 2023

Missed Pitch

 Many leading asset managers’ investment practices deviate from climate positioning. As awareness of the climate crisis increasingly...
Corporate Research Analyst Note 13 April 2023

NextEra – NEE and the Sunshine Band

Transition Plan Analysis In this note Will Grainger, our Senior North American Power and Utilities Analyst, outlines the key components...

Marginal Call

Gas Analyst Note February 2023

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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Taking Stock of Coal Risks

Power Analyst Note November 2021

$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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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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