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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

Energy transition Blog 10 November 2020

Unleashing the river of change

The exit of Trump removes the greatest impediment to the energy transition, and will unleash a great era of creativity and opportunity as...
Energy transition Blog 05 November 2020

The Energy Transition – The Time is Now

A key tipping point was reached in 2019. Global demand for fossil fuels peaked and is unlikely ever to recover to its pre-crisis levels....
Climate risk disclosure Blog 26 October 2020

50 States of Play

Given the 24 hour news cycle around the US Congressional and Presidential Election, it would be easy to focus only on what happens in...

The Ghost of 1837

Climate risk disclosure Blog September 2020

Passing transformative climate change legislation through the U.S. Congress will be one of the major legislative battles of this...

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When capex met climate

Climate risk disclosure Blog February 2019

BP and Glencore announce plans to link fossil fuel investments to Paris Agreement goals 2019 is shaping up to be the year in...

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Statoil: U-turn on EVs?

Energy transition Blog June 2017

Does the oil major’s 2017 Energy Perspectives mark new thinking for the company? On June 8th, Statoil published the 2017...

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Here comes the sun

Coal Blog May 2017

Cost reductions of India’s solar revolution should serve as a warning to coal investors This week solar PV prices in India...

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