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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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Navigating Peak Demand



PetroStates of Decline: oil and gas producers face...


Loading the DICE Against Pensions


Beyond Petrostates: The burning need to cut oil...
Our Latest Research


Chevron, ExxonMobil and Oxy: M&A and the...
Among the North American oil & gas companies, 2 energy transition areas are experiencing heightened activities: (1) lithium extraction,...

US Vertically Integrated Utilities
Duke Energy (N/R) – Sale process drawn out raises eyebrows on potential equity. In our Transition Files vol 2 piece, we noted that a...

Enabling the UK power sector’s transition
In Marginal Call, we assessed options for the redesign of Great Britain’s wholesale power market. We highlighted that the need to...

Talking the talk but not walking the walk – The absence of net zero financial disclosures
Companies around the world are setting net zero by 2050 targets. Despite that, our analysis shows that of 134 carbon-intensive public...

Midstream Running Dry: Energy transition also threatens firms that store and haul hydrocarbons
The 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 the energy...

Driving in the Dark: Why automotive companies need to shed light on climate impacts in FY2022 financial reporting
As automotive companies start to release their annual reports for FY2022 we take look at how they considered climate in FY2021. The...Popular Reads
Navigating Peak Demand
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MorePetroStates of Decline: oil and gas producers face growing fiscal risks as the energy transition unfolds
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read MoreAuditors play a vital role in contributing to the efficiency of financial markets. Their audits provide an independent check...
Read MoreOn 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 MoreDrilling down: The importance of understanding projected oil and gas...
Climate risk disclosure Flash Note December 2022Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin the information in...
Read MoreThe energy transition threatens companies involved in the downstream refining sector whose revenue is dependent on the continued...
Read MoreShell’s Energy Transition Progress Report: Still lacking absolute...
Corporate Research Flash Note May 2022Shell recently published its first Energy Transition Progress Report. The document has been produced ahead of the AGM on 24...
Read MoreThird Point, the US activist hedge fund, has recently proposed a significant change to the corporate structure of Shell,...
Read MoreWhen a well is drilled, a legal obligation to plug the well and reclaim the surface is created This is a critical aspect of...
Read MoreSummary As the Colorado Oil and Gas Conservation Commission’s (COGCC) seeks to fulfill its statutory mandate to “require...
Read MoreAccording to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged 20 years and older. The decision to...
Read MoreSSE 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 MoreIberdrola 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...
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