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
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...
Flash Note
05 June 2023
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...
Flash Notes
Flash Note
22 May 2023
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...Popular Reads
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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...
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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...
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As automotive companies start to release their annual reports for FY2022 we take look at how they considered climate in...
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Auditors play a vital role in contributing to the efficiency of financial markets. Their audits provide an independent check...
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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...
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Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin the information in...
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The energy transition threatens companies involved in the downstream refining sector whose revenue is dependent on the continued...
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Shell recently published its first Energy Transition Progress Report. The document has been produced ahead of the AGM on 24...
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Third Point, the US activist hedge fund, has recently proposed a significant change to the corporate structure of Shell,...
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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,...
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When a well is drilled, a legal obligation to plug the well and reclaim the surface is created This is a critical aspect of...
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Summary As the Colorado Oil and Gas Conservation Commission’s (COGCC) seeks to fulfill its statutory mandate to “require...
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According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged 20 years and older. The decision to...
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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...
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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...
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