Research
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
Popular Reports
Absolute Impact 2026 – oil and gas company emissions...
Oil & Gas
22 April 2026
Our Latest Research
Oil & Gas
Flash Note
22 April 2026
Crude Intentions 2026
Assessment of remuneration plans disclosed in 2026 In our latest update on executive remuneration in oil and gas, we explore the most...
Oil & Gas
Flash Note
22 April 2026
Absolute Impact 2026 – oil and gas company emissions targets remain incompatible with the Paris Agreement, despite some progress on methane.
Assessment of oil and gas company emissions targets evaluates their potential alignment with the goals of the Paris...
Power & Utilities
Flash Note
09 December 2024
Off Target
How to ensure that the clean power target enables decarbonisation of heat and transport while avoiding lock-in with high electricity...
Accounting, Audit, & Disclosure
Flash Note
03 December 2024
Off the record: Accounting loophole leaves billions in decommissioning obligations unaccounted for
The costs to retire certain assets- asset retirement obligations (AROs)- are typically recorded on the balance sheet and can be the source...
Oil & Gas
Flash Note
29 July 2024
Oil and Gas Transition Plans User Guide
Increasingly through 2023 in our meetings with the financial community one common theme emerged; that investment teams were becoming ever...
Flash Note
01 December 2023
Chevron, ExxonMobil and Oxy: M&A and the Energy Transition
In this note, Neil Quach, Senior Corporate Research Analyst – North American Oil & Gas, drills down into the financial and economic...Popular Reads
Absolute Impact 2026 – oil and gas company emissions targets remain incompatible with the Paris Agreement, despite some progress on methane.
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read More
Duke Energy (N/R) – Sale process drawn out raises eyebrows on potential equity. In our Transition Files vol 2 piece, we...
Read More
In Marginal Call, we assessed options for the redesign of Great Britain’s wholesale power market. We highlighted that the...
Read More
Talking the talk but not walking the walk – The absence of net zero...
Flash Notes Flash Note May 2023Companies around the world are setting net zero by 2050 targets. Despite that, our analysis shows that of 134 carbon-intensive...
Read More
Midstream Running Dry: Energy transition also threatens firms that store...
Flash Notes Flash Note April 2023The midstream sector is a crucial link in the oil and gas supply chain; like the industry at large it faces a series of risks as...
Read More
As automotive companies start to release their annual reports for FY2022 we take look at how they considered climate in...
Read More
Auditors play a vital role in contributing to the efficiency of financial markets. Their audits provide an independent check...
Read More
On Track for Paris? IEA lays out required pace of energy transition to...
Energy Transition Flash Note January 2023Viewed as an established authority on the latest energy trends, the annual World Energy Outlook (WEO) informs both investment and...
Read More
Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin the information in...
Read More
The energy transition threatens companies involved in the downstream refining sector whose revenue is dependent on the continued...
Read More
Shell recently published its first Energy Transition Progress Report. The document has been produced ahead of the AGM on 24...
Read More
Third Point, the US activist hedge fund, has recently proposed a significant change to the corporate structure of Shell,...
Read More
Australian oil and gas mergers: Exposing the weakness of company...
Oil & Gas Flash Note November 2021Mergers and acquisition (M&A) activity is shaking up the Australian oil and gas sector. In two proposed all-share deals,...
Read More
When a well is drilled, a legal obligation to plug the well and reclaim the surface is created This is a critical aspect of...
Read More
Summary As the Colorado Oil and Gas Conservation Commission’s (COGCC) seeks to fulfill its statutory mandate to “require...
Read More
According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged 20 years and older. The decision to...
Read More
SSE aligns with Carbon Tracker’s Paris-compliant methodology for coal...
Coal Flash Note December 2019In November, SSE confirmed that its remaining hard coal units at Fiddler’s Ferry power plant in the UK will close by 31...
Read More
Iberdrola aligns with Carbon Tracker’s Paris-compliant methodology for...
Coal Flash Note December 2019Iberdrola announced at the opening of the United Nations Framework Convention on Climate Change (COP25) this week it will...
Read More