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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
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Absolute Impact 2024: Oil and gas companies’...
Troubled Toyota Transition: Dissatisfied Shareholders Demand Strategy Reform
It was a significant surprise — given his stature among the Japanese business community — when Toyota Motor Corp. Chairman Akio Toyoda...America’s climate and energy fork in the road
It seems impossible to escape the build-up to November 5, the day of the US Presidential election. While it is the end of the campaign, it...Backing Petroleum: bp’s transition U-turn is bad for the climate and investors
This week, reports[i] have emerged of bp’s CEO Murray Auchincloss latest U-turn regarding bp’s transition strategy: the company has...Wanted! An Offer to Private Finance on International Climate & Nature Finance
In May, we wrote about how 2024 is meant to be the year for international climate finance. We underlined the fact that the UNFCCC and...EU Decarbonisation and Competitiveness
Recently, former European Central Bank President Mario Draghi presented his report on the “The future of European...BMW & Toyota: A Tale of Two Tailpipes
Evaluating Automotive Transition Strategies Electrification of the passenger vehicle fleet is inevitable. To be relevant in a...Popular Reads
Curb Your Enthusiasm: Bridging the gap between the UK’s CCUS targets and reality
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreLoading the DICE Against Pensions
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreFossil fuel subsidy reform: A significant energy transition risk that...
Oil & Gas Blog September 2024By any measure, fossil fuel subsidies are immense. Combined estimates from the Organisation for Economic Cooperation and...
Read MoreCan Europe Overcome its Continental Drift? Tough Challenges Ahead for the...
Regulatory & Policy Blog July 2024Just two months ago, Europe felt like it was at a political crossroads. The European Parliamentary elections - where some...
Read MoreThe new British Government must prioritise climate finance, driven by the upcoming COP29 and the need for economic growth through...
Read MoreAt the close of its 2024 Spring Session the U.S. Supreme Court’s ruling in Loper Bright Enterprises v. Raimondo (Loper Bright),...
Read MoreVia the Transition Finance Markets Review (TFMR), the UK Government is the latest political entity to commission a review into...
Read MoreA clear example of how the energy transition is changing quickly due to strides in cheap and scalable electrification is in the...
Read MoreBy Richard Folland of Carbon Tracker & John Willis of Planet Tracker | In Collaboration with The Global Ethical Finance...
Read MoreBusiness as usual in oil and gas is a high risk strategy for us all
Energy Transition Blog April 2024Oil and gas industry resistance to transition is a major investment risk for the industry and its stakeholders - as new...
Read MoreThe fossil fuel industry is having a bad energy transition: It is misaligned with stakeholders, climate targets and is...
Read MoreAfter his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. Polling shows he...
Read MoreEnergy is a very long game: yet fossil fuel companies are taking a lot of...
Energy Transition Blog February 2024Oil and gas incumbents are doubling down on investment and their financial backers are exiting governance bodies: this raises the...
Read More2024: Misreading and mistiming the energy transition – Carbon moves from...
Energy Transition Blog January 20242024 is the Chinese year of the Dragon, the only mythical beast in the Chinese zodiac: and a year typically associated with fresh...
Read MoreAs each year goes by, and the climate crisis becomes more urgent, the choices made by policymakers, businesses and other...
Read MoreThe UK will phase-out new ICE vehicle sales by 2035, but an incoherent battery strategy puts the relevance of the UK automotive...
Read MoreNavigating Peak Demand: the oil and gas industry enters its post-imperial age Most things may never happen: this one...
Read MoreIt’s the end of Week 1 of the COP. This is often the point when the negotiations seem stuck in a morass of complexities and...
Read MoreHow many new emissions did oil and gas exploration add last year? Nobody...
Energy Transition Blog December 2023If you are reading this, you know that at a time when the world is burning, and Net Zero seems like a distant dream, oil and gas...
Read MoreCarbon Tracker Power & Utilities Country Profiles updated and expanded
Power & Utilities Blog November 2023Today we are launching an update to our Country Profiles for the global coal power sector. This is a platform designed to assist...
Read MorePrime Minister Rishi Sunak has promised to “max out” North Sea reserves – but the plan fails on economic, energy security,...
Read MoreRecently, Climate Action 100+ launched its updated Net Zero Company Benchmark and related Alignment Assessments for the 170+...
Read MoreEnergy transition update: now cheaper to save the world than destroy it
Energy Transition Blog October 2023“It's now cheaper to save the world than destroy it.” Akshat Rathi, Climate Capitalism “It ought to be remembered...
Read MoreHow UK net zero policy is veering off course – for investors and the wider world. At the last count, the UK’s contribution...
Read MoreIn today's world, there's an expectation that all organisations, regardless of their size, sector, or capacity, should actively...
Read MoreAlbert Einstein once observed: “We cannot solve our problems with the same level of thinking that created them” – and so it...
Read MoreSupreme Court Justice Louis Brandeis once called U.S. states laboratories of democracy. His point was that states can be a place...
Read MoreOil and Gas company narratives about the future of fossil fuels remain positive, their bank accounts are full. But their...
Read MoreCarbon Tracker has long warned of the risk of investing in future stranded assets; i.e., assets that fail to generate the returns...
Read MoreTo paraphrase the Charles Dickens classic, A Tale of Two Cities: in 2023 in terms of energy, we are in the best of times, and in...
Read MoreRecently, the US Supreme Court has not shied away from issuing precedent-setting decisions. Next year, that trend may continue...
Read MoreOur July research has been focussed on a major new report – Loading the DICE Against Pensions, written for Carbon Tracker by...
Read MoreThe energy transition is already here – and becoming widely distributed
Energy Transition Blog June 2023William Gibson is often quoted with the line “The future is already here — it's just not very evenly distributed.” It...
Read MoreIt’s been remarked on already, but let’s repeat it: this autumn could define how the international community responds to...
Read MoreNet Zero has become an energy transition delay tactic, driven by incumbents, but it is unlikely to work - as we detail in this...
Read MoreThe recent Environmental Audit Committee’s (EAC) Finance and Net Zero Inquiry, gives us an opportunity to look how...
Read MoreStanding at the crossroads: Colorado Commissioners facing difficult...
Regulatory & Policy Blog April 2023As the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding proposals, and goes through hearings on...
Read MorePricing signals for low-carbon flexibility vital for future power market...
Power & Utilities Blog April 2023With UK and European leaders continuing to ponder the long-term future of power market design, common themes continue to arise...
Read MoreMajor oil and gas companies still have choices about how to minimise the risk of having stranded assets, for now. Early in...
Read MoreWith oil and gas firms announcing executive pay packages, some have come under fire for the bumper payouts awarded to their top...
Read MoreIn early 2022, Colorado overhauled its financial assurance rules for oil and gas companies in a rulemaking mandated by SB...
Read MoreEnergy Transition’s clean technologies are empowering an industrial...
Energy Transition Blog February 2023There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the United States, and with...
Read MoreAt more than 300 pages, there is much to absorb in Chris Skidmore MP’s Net-Zero Review for the British government – and to...
Read MoreLast month, President Biden marked his second year in office. As a candidate, he often discussed the need to take on climate...
Read MoreDownload Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This is because the future...
Read MoreInvestors Need to Look Carefully at Stranded Asset Risks
Regulatory & Policy Guest Blog January 2023This article was first published by Brink News, with thanks to Thomas Carver. The shift away from a carbon-based economy risks...
Read MoreBlog Series: The UK’s adoption of BEVs – in 2016 UK BEV car sales (all electric) were a mere one in a 100, and derided. By...
Read MoreCarbon Tracker Research in an Energy Transition Context: October through November 2022 COP27 Special Report: African...
Read MoreThe consensus about COP27 was one of disappointment. The sense of anti-climax has thrown into even sharper focus the huge...
Read MoreCommentators like to say that midterm elections are a referendum on the party in power. So, what do these results mean for...
Read MoreDespite heavy restrictions and security at the Egypt conference, a record number of Civil Society organisations and activists...
Read MoreOn Monday 24th October, Mark Carney (the UN Special Envoy for Climate Action and Finance at United Nations and Co-Chair of the...
Read MoreCompared with the somewhat more benign backdrop to COP26 and Glasgow 12 months ago, the political conditions underpinning COP27...
Read MoreStarting in a fortnight will be one of the most crucial climate conferences of the year, COP27. Hosted this year in Egypt, the...
Read MoreEurope’s dash for LNG makes case against Asian gas investment stronger
Oil & Gas Blog September 2022This year has seen the fundamental dynamics of global energy markets turned completely on their head. A potent cocktail of...
Read MoreWhy drilling for more fossil fuels won’t bring UK energy security or cut...
Oil & Gas Blog September 2022The UK’s energy security strategy is back at the forefront of political debate. As the government looks to show leadership...
Read MoreSummer 2022 has been a rollercoaster for climate advocates in America. On June 30, the US Supreme Court ruled, in West...
Read MoreBut it might just save the world North American oil and gas companies are going big on carbon capture, utilisation, and...
Read MoreIn June, Saudi Aramco published its first ever Sustainability Report, containing details of its "net zero by 2050” target and...
Read MoreOn June 30, the U.S. Supreme Court ruled that the EPA does not have authority, under the Clean Air Act, to set up an emissions...
Read More*This blog is written by Dwayne Purvis for Carbon Tracker* The dynamics of unfunded plugging liabilities have changed so...
Read MoreNone of the CA100+ focus companies within upstream oil & gas production or coal & gas-powered electricity generation have...
Read MoreRussia’s unprovoked invasion of Ukraine has created terrible consequences for those living inside Ukraine, but at the same time...
Read MoreOut of the frying pan and into the fire: the heat is building on climate...
Energy Transition Blog February 2022As temperatures accelerate towards 1.5˚C, near-term actions that limit global warming would reduce losses and damages related to...
Read MoreToday the Supreme Court hears oral arguments in the case of West Virginia v. EPA. The case centers on the EPA’s ability to...
Read MoreWith respect to asset retirement obligations in the oil patch, every regulator has to answer three questions: How do you...
Read MoreWhy Jordan Peterson Should Think Again on the Energy Transition
Energy Transition Blog February 2022On a recent episode of Joe Rogan’s controversial and highly influential podcast, Canadian psychology professor and best-selling...
Read MoreExxonMobil is planning on climate failure despite ‘Advancing Climate...
Oil & Gas Blog February 2022Late last month ExxonMobil launched its Advancing Climate Solutions – 2022 Progress Report,[1] which describes how it is...
Read MoreOpinion: Liberalisation and decarbonisation are a recipe for volatility
Energy Transition Guest Blog February 2022Market-based pricing for gas saved EU consumers billions – until this winter's energy crunch came along. Europe’s exposure to...
Read MoreAs a candidate President Biden spoke of the need to act on climate change and said, “it requires action, not denial…...
Read MoreTackling the Methane problem: why investors should drive change at...
Energy Transition Blog January 2022To keep 1.5°C alive, immediate action on methane emissions is required from the oil and gas industry, with significant impact...
Read More2021 Wrapped Up Here is an infographic of the key events that took place at Carbon Tracker and in the climate space in...
Read MoreSouth Africa Needs Significantly More Money to Help Phase Out Coal
Power & Utilities Blog December 2021We welcome the recent announcement that South Africa has struck a deal to access concessional financing of $8.5bn over the next...
Read MoreRecently I wrote about how the Biden Administration’s efforts to fight climate change could be sailing into rough waters after...
Read MoreIn January, the Colorado Oil and Gas Conservation Commission (COGCC) will vote on the new financial assurance rules for Colorado,...
Read MoreMistaking Price Volatility for Market Strength may Store Up Long Term...
Oil & Gas Blog November 2021Right now, global energy commodity prices remain close to long-term highs despite recent declines. But short-term strength in...
Read MoreAfter months of legislative negotiations, the $1.2 trillion Infrastructure bill made it through Congress and was signed by...
Read MoreChinese coal industry patch-up should not encourage new investment
Power & Utilities Blog November 2021The Chinese government has been sending mixed messages on its long-term climate ambitions once again On the one hand, an...
Read MoreRepsol has seemingly upped its emissions cutting game In early October, responding to shareholder pressure, Repsol announced a...
Read MoreThere is a paradox at the heart of expertise: those who have accumulated the most authority in an industry are often those least...
Read MoreColorado’s ineffective financial assurance and well plugging rules have allowed the growth of a large portfolio of marginal and...
Read MoreThe world has changed a lot since Paris; so too should the logic of climate mitigation. Mitigating climate change is no longer...
Read MoreOn Monday 9th August, the Intergovernmental Panel on Climate Change (IPCC) delivered a climate report warning of ‘code red for...
Read MoreIn less than 100 days COP26 will start. Many agree that this year’s conference is being held at a critical moment. To...
Read MoreThe election of President Joe Biden brought a seismic shift in U.S. government policy toward climate change. In addition to...
Read MoreSouth Korea must take opportunity to end coal power and accelerate...
Power & Utilities Blog May 2021Ending the use of coal for power generation in South Korea by 2028 is not only possible but also the most economical option in...
Read MoreThe IEA’s latest piece on minerals[1] critical to the energy transition gives a rather pessimistic spin to what was some very...
Read MoreIn the run up to COP 26 many oil and gas companies have announced ‘net-zero by 2050’ targets. However, very few companies...
Read MoreShell and Eni’s recent strategy updates have highlighted a key emerging point in the debate on oil and gas companies’...
Read MoreAs the Colorado Oil and Gas Conservation Commission (COGCC) weighs competing demands of protecting the state finances and...
Read MoreThere’s a quip about lawyers that goes 99% of attorneys give the rest a bad name. The same can be said about oil producers...
Read More“Having looked to government for bread, on the first scarcity they will turn and bite the hand that fed them.” Edmund...
Read More2020 was a tough year for big oil. Short-term demand was hammered by the impacts of Covid-19, while the ever-growing...
Read MoreWhen it comes to oilfield plugging obligations, industry voices contend that industry has the problem in hand.[1] And where it...
Read MoreEmissions trajectories continue to bend lower Last month, both Shell and Eni revised their scope 3 emissions plans, updating...
Read MoreAs Colorado considers improvements to its oil and gas regulations, some will undoubtedly point to its idle well program as a...
Read MoreThis weekend marks the end of the first month of the Biden Presidency. In the weeks since the inauguration we have seen a wave...
Read MoreColorado drillers pay pennies on the dollar to plug oil wells
Accounting, Audit, & Disclosure Blog February 2021The Colorado Oil & Gas Compact Commission (COGCC) is considering improvements to its oil and gas bonding regime. These...
Read MoreTo ensure companies meet their obligations to plug oil and gas wells and reclaim drilling sites, Colorado regulations require oil...
Read MoreKingsmill Bond on BBC News talking Joe Biden’s Presidency & the...
Energy Transition Blog January 2021Carbon Tracker's New Energy Strategist Kingsmill Bond argues the election of Joe Biden on a ticket to restore America's climate...
Read MoreCOP26: A chance to reset and eliminate obstacles – coal in sights
Power & Utilities Blog January 20212021 is a year of opportunity; one of resetting, reshaping and a chance to remove distortions that hinder an orderly energy...
Read MoreAmid rising tension the final votes of the 2020 US election were cast last week. By electing Democrats Raphael Warnock and John...
Read MoreCarbon Tracker's Christmas Cracker had a makeover in 2020. This infographic originally went out in our December newsletter,...
Read MoreFor the past two years, the Green New Deal (GND) has driven the conversation about how to address climate change. It has been the...
Read MoreShopping the Black Friday shale – North America’s oil and gas industry...
Oil & Gas Blog November 20202020 has, to put it mildly, been full of surprises. Oil and gas companies, long predictable and averse to change, have even...
Read MoreThe oil and gas industry, like many other commodity industries, has long been characterised by volatility, instability and...
Read MoreGuest post by Carbon Tracker advisory board member Nick Robins - reposted with permission from the author If there is one...
Read MoreThe exit of Trump removes the greatest impediment to the energy transition, and will unleash a great era of creativity and...
Read MoreExplorers use maps intensively, but they take the information recorded in the charts they use with a few grains of salt, knowing...
Read MoreA key tipping point was reached in 2019. Global demand for fossil fuels peaked and is unlikely ever to recover to its pre-crisis...
Read MoreGiven the 24 hour news cycle around the US Congressional and Presidential Election, it would be easy to focus only on what...
Read MoreVistra takes an important step in the clean energy transition, but still...
Power & Utilities Blog October 2020The Texas-based company Vistra recently announced that they will close six coal power plants and cut their coal generating...
Read MoreDuring her presidential campaign announcement, Senator Amy Klobuchar declared that on her first day in office she would take the...
Read More"Nobody move! I have a hostage. If anyone follows us, I'll kill myself and then her." Roy Miller, Knight and Day A classic...
Read MoreMeasuring and managing energy transition risk in the Philippines
Power & Utilities Blog September 2020As part of a UK government-funded project to support the Philippines power sector stakeholders navigate the shifts, risks and...
Read MorePassing transformative climate change legislation through the U.S. Congress will be one of the major legislative battles of this...
Read MoreOne of the world’s leading energy forecasters released a report this morning arguing that 2019 was the peak of the fossil fuel...
Read More"Oil and gas companies are hurtling toward bankruptcy, raising fears that wells will be left leaking planet-warming pollutants,...
Read MoreBP has elaborated on its strategy to deliver net zero – cutting oil and gas production by “at least” 40% by...
Read MoreLast Call – States’ final chance to avoid the clean-up tab for big...
Regulatory & Policy Blog July 2020The coronavirus pandemic has caused a sharp decline in oil demand, putting intense pressure on oil companies with large...
Read MoreThe Earth's temperatures continue to rise causing catastrophic climate change. The risks of climate change are having major...
Read MoreKey findings: Our research shows that UK Export Finance supports upstream oil projects that seem very likely to become...
Read MoreThis blog was originally posted here on 26 May 2020. It is reprinted with permission. The world of Environmental, Social and...
Read MoreThe sudden economic downturn brought on by the Coronavirus threatens to cripple the finances of U.S state governments. The...
Read MoreThe COVID-19 pandemic shut economies, disrupted established global production chains and pressed an indefinite pause on the...
Read MoreAt the end of February, Italian oil major Eni announced new carbon emissions reduction plans. While not aiming for net zero...
Read MoreIn ancient Greek theatre, deus ex machina (“god from the machine”) is when a seemingly intractable plot issue is...
Read MoreThis blog updates our 2018 note Carbon Budgets Explained. Carbon budgets – the amount of carbon dioxide emissions permitted...
Read MoreThe Covid-19 crisis is showing up the oil and gas industry’s exposure to the threat of falling demand, a forewarning of what...
Read MoreThe IEA on Thursday[1] released some eye-watering projections for energy demand declines in 2020 in the light of the Covid19...
Read MoreOne of last year’s key developments relating to climate change risks was a handful of fossil fuel producers agreeing to show...
Read MoreWritten by: Greg Rogers, Theron Horton, Rob Schuwerk Is the goal to get out all of the oil, or get out of the retirement...
Read MoreThe arms race in setting carbon emissions targets is such that Shell, once one of the industry leaders when it announced its...
Read MoreAt this time of crisis, the immediate issue is to solve the health and economic emergencies, and we salute the heroes of the...
Read MoreI was sitting in a hot tub in Leningrad in the summer of 1990 when I realised the Soviet Union would fall. There were five of...
Read MoreCOVID-19 is crippling economies and creating turmoil in financial markets. This note gives our outlook for coal generation in...
Read MoreCOVID-19 continues to shake the global economy, and energy markets are no exception. Oil in particular finds itself caught...
Read MoreHere’s why China’s post-COVID-19 stimulus must reject costly coal...
Power & Utilities Blog March 2020The piece originally was posted to the World Economic Forum website on March 18, 2020. The impact of China's previous...
Read MoreThe piece originally was posted to LGIM Future World Blog on February 26, 2020. It is reprinted with permission. By Nick...
Read MoreAmid ever-increasing concerns over climate risks, BP is the latest European oil and gas company to announce a climate goal with...
Read MoreThe purpose of this note is to: Address RWE’s response to our recent report Apocoalypse Now, by acknowledging that, per...
Read MorePowering down coal: The economic case for a global coal phase-out is...
Power & Utilities Blog December 2019Coal power is losing its economic footing. As detailed in Figure 1, according to Carbon Tracker analysis, which is based on...
Read MoreRepsol has just announced a shift in strategic direction – to become a net zero emissions company by 2050. This move extends...
Read MoreEconomist Ann Pettifor is one of several leading thinkers publishing books on the Green New Deal (GND) this year. However unlike...
Read MoreOnce upon a time – the 1990s if you are interested -- there was a wondrous oil company called Exxon. It was run by a clever...
Read MoreSubmission to Treasury Committee on Green Finance & Decarbonisation...
Regulatory & Policy Blog September 2019Carbon Tracker's Mike Knight submitted evidence to the Treasury Select Committee inquiry into the decarbonisation of the UK...
Read MoreThe Amazon is burning, Greenland is melting, the US is rolling back environmental protections, and the energy sector consensus is...
Read MoreAt Carbon Tracker - our research focus is the impact of climate change on financial markets. Our global coal report, Powering...
Read MoreCarbon Tracker, IEEFA and ICSC to help the Philippines with energy...
Power & Utilities Blog August 2019Last week Carbon Tracker’s power & utilities team was in Manila to attend the launch of a UK government-funded project to...
Read MoreDuring the inaugural London Climate Action Week - Carbon Tracker co-hosted the Climate Risk and the Capital Domino Effect event...
Read MoreRecently Carbon Tracker’s power and utilities team travelled to Vietnam to market our latest analyst note, Here Comes the Sun...
Read More14 June | The Vatican Mary Robinson served as president of Ireland from 1990 to 1997, and as UN High Commissioner for Human...
Read MoreThe following piece originally was posted to Oilprice.com on March 3, 2019. It is reprinted with permission. Investors are...
Read MoreUK Net Zero 2050 – good intentions, but aren’t we missing something?
Power & Utilities Blog May 2019The UK Climate Change Committee (CCC) has reported on its recommended targets for the UK to reduce its greenhouse gas emissions...
Read MoreConocoPhillips: Concerned on Capex, Cagey on the Dwindling Carbon Budget
Regulatory & Policy Blog March 2019ConocoPhillips’ February 2019 climate report lays out a thoughtful approach to governing climate risk. It addresses...
Read MoreWhy shareholders should rethink executive reward For much of the early part of this century, the oil and gas industry was in...
Read MoreThe missing link – bridging the gap between emission targets and fossil...
Accounting, Audit, & Disclosure Blog February 2019To manage against the goals of the Paris Agreement, oil companies like Chevron must factor scope 3 emissions into their capital...
Read MoreBP and Glencore announce plans to link fossil fuel investments to Paris Agreement goals 2019 is shaping up to be the year in...
Read MoreBy Anthony Hobley Attending Davos for the World Economic Forum (WEF) Annual Meeting is like being thrown into the centre of...
Read MoreArriving into Katowice Poland, host city for COP24, you were immediately struck by the obvious conflict at the heart of the UN...
Read MoreMyths of the Energy Transition – Don’t Let Stranded Economic Thinking...
Energy Transition Blog December 2018In the 2014 film Merchants of Doubt a small group of well funded lobbyists cast doubts over the science linking tobacco to lung...
Read MoreAdding a Green Economy to a Brown Economy Does Not Equal Success.
Energy Transition Blog November 2018Our Take on OECD Green Finance 2018 Over 2 days in Paris, 13-14 November business leaders, Government policy makers, NGOs and...
Read MoreThis blog originally appeared on the IEEFA website By Tom Sanzillo, Kathy Hipple and Clark Williams-Derry Invest in the...
Read MoreBy Paul Spedding BP chief executive Bob Dudley is at risk of being branded an altruist if his “Oil and Money” speech to...
Read MoreCarbon capture and storage, or CCS, refers to technologies that allow us to capture CO2 at the source of its production and...
Read MoreExplain to comply – how can oil and gas companies show alignment with...
Oil & Gas Blog September 2018One of the questions we are most frequently asked by investors is – how can we tell if a company is “Paris compliant”? This...
Read MoreIn the nexus of climate change and financial markets, disclosure is the flavour of the day. Carbon Tracker recently analysed...
Read MoreClimate Change and the First Rule of Italian Driving
Accounting, Audit, & Disclosure Guest Blog July 2018Guest Blog from Greg Rogers, Co-founder, Eratosthenes LLC In a classic scene from the 1976 American comedy, The Gumball Rally,...
Read MoreFrom stressed to unviable: India’s renewables revolution is pushing coal...
Power & Utilities Blog May 2018One year ago we posted here comes the sun – a blog which found the lowest solar bid of 2017 could be less than the cash cost of...
Read MoreEarth to investors: Paris Agreement requires one coal unit to close every...
Power & Utilities Blog May 2018Several financial institutions have recently announced they will stop funding new coal power projects, with HSBC being the...
Read MoreWell Cooked? EOG Resources drops resolution on GHG emissions
Accounting, Audit, & Disclosure Blog April 2018An SEC decision allowed EOG Resources to exclude a shareholder resolution on GHG emissions A recent SEC decision allowing EOG...
Read MoreTrial and Error: Occidental’s first stab at climate-related risks
Accounting, Audit, & Disclosure Blog March 2018Summary Occidental neglects demand fundamentals in its 2°C analysis and opts for the foregone conclusion of a test against...
Read MoreChevron takes tentative steps on asset-level climate risk
Accounting, Audit, & Disclosure Blog March 2018Chevron’s recent climate change disclosures become the first to reach down to the asset level, but remain light on useful...
Read MoreExxonMobil's Energy and Carbon Summary is a step in the right direction, but lacks clarity across a number of...
Read MoreA PDF version of this paper is available here. An updated version of this note is available now in Carbon Budgets: Where are...
Read MoreIf you read just one thing this year…… first, it’s December! What took you so long?......second, make it this. Much...
Read MoreA Time Machine for Climate Risk: bringing the future forward with 2˚C...
Regulatory & Policy Blog November 2017See here for a downloadable version of this blog. “Breaking the Tragedy of the Horizon” It has been two years since the...
Read MoreState of the transition: The roulette wheels of Las Vegas land on green
Energy Transition Blog September 2017What have Las Vegas casinos got in common with tackling climate change and transitioning to a low carbon economy? More than you...
Read MoreDoes the oil major’s 2017 Energy Perspectives mark new thinking for the company? On June 8th, Statoil published the 2017...
Read MoreIndustry opposes enhanced climate risk disclosure, concerned it will move...
Regulatory & Policy Blog May 2017Robert Shuwerk responds to industry opposition to the TCFD recommendations. The Financial Stability Board’s task force on...
Read MoreGlencore released a report last week ahead of its Annual General Meeting aimed at assessing the long-term implications of climate...
Read MoreCost reductions of India’s solar revolution should serve as a warning to coal investors This week solar PV prices in India...
Read MoreFormer UN climate change chief Christiana Figueres brings new urgency to the global climate conversation with a campaign to...
Read MoreUnexpectedly, the oil and gas love-in that is CERAWeek saw the latest round of climate risk disclosure emerging from the oil...
Read MoreFinancial Stability Board talks of climate change in a language investors...
Regulatory & Policy Blog January 2017Carbon Tracker's Rob Schuwerk explains why the FSB's climate risk recommendations are an important step towards helping financial...
Read MoreThe 12 Days of Carbon Tracker Well…that was different. 2016 has been quite the year of change. A year of political events that...
Read MoreState of The Transition, November 2016: Steps forward continue to...
Energy Transition Guest Blog December 2016Guest post by Jeremy Leggett, Non-executive chairman of Carbon Tracker The global energy transition remains in...
Read MoreLatest IEA Outlook outlines an accelerated low-carbon transition
Energy Transition Blog November 2016WEO 2016 also warns of disjointed scenario if energy transition is delayed. Scenarios are not forecasts The scenarios produced...
Read MoreGuest post by Kingsmill Bond, new energy analyst at Trusted Sources (research & consultancy) The orthodox view is that...
Read MoreEven if oil prices rise in the aftermath of the OPEC agreement on cutting production, the oil industry should be wary of...
Read MoreCarbon Tracker’s reports and blogs are available in seven different languages: Arabic...
Read MoreA series of recent Forbes articles intend to cast doubt on the relevance of stranded asset risks to investors. Mark Fulton,...
Read MoreIn 2016, the Kingdom of Saudi Arabia has a major opportunity to develop a new industry, an opportunity that became something of...
Read MoreChina’s 13th Five Year Plan offers no hope for coal markets, further...
Power & Utilities Blog March 2016The recent shift in China’s economy has been one of dramatic speed and scale. The first decade of the 2000s saw China’s...
Read MoreBy Paul Spedding, Former Global Co-Head of Oil And Gas Research at HSBC and Advisor to Carbon Tracker. First appeared on...
Read MoreJust because one of Britain's best loved vehicles rolled off the production line for the last time last week doesn't...
Read MoreKeystone XL was a monumental turning point…and now Obama is taking on...
Power & Utilities Blog January 2016Shelagh Whitley and Mark Fulton President Obama’s rejection of the Keystone XL pipeline last November signalled a landmark...
Read MoreStranded Assets a Response: Myth or Reality? Late last year respected British economist Dieter Helm dismissed the concept of...
Read MoreIs Royal Dutch Shell, one of the world’s biggest oil and gas companies, really turning its back on fossil fuels? Not only has...
Read More“First they ignore you, then they laugh at you, then they fight you, then you win.” Mahatma Gandhi I recently attended a...
Read MoreFirst appeared in BusinessGreen Global coal is on the ropes. Prices of thermal coal have collapsed as demand evaporates;...
Read MoreThis guest post by Paul Gilding, an independent writer, corporate advisor and advocate for action on climate change and...
Read MoreFirst appeared in BusinessGreen Will the United Nations Climate Change Conference (COP 21) in Paris later this year be a...
Read MorePetrobras’ recent launch of a notional $2.5 billion worth of 100-year bonds has been viewed as evidence that investors,...
Read MoreRising greenhouse gas emissions are often talked about as a one-time, irreversible natural experiment with the climate...
Read MoreFirst appeared in BusinessGreen Through our pioneering “Carbon Bubble” work we used a simple idea and easy numbers to...
Read MoreFirst appeared in BusinessGreen As the world’s top financiers gather in Paris ahead of International Climate Finance Day on...
Read MoreFirst appeared in BusinessGreen Ahead of the Paris climate talks the burning question for policy makers and investors is how...
Read MoreThe steep fall in the price of oil since the middle of last year has brought volatility back to the market with a vengeance,...
Read MoreOver the past 18 months the Carbon Tracker Initiative has written a number of studies on the economics of the controversial...
Read MoreHow the oil price collapse can deliver the boost the green economy needs
Oil & Gas Blog January 2015Carbon Tracker Initiative's Anthony Hobley argues that far from being a disaster for clean tech, low oil prices could aid...
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