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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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Curb Your Enthusiasm: Bridging the gap between the...
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...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...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...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 MoreAs automotive companies start to release their annual reports for FY2022 we take look at how they considered climate in...
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 MoreFinancial 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 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 MoreAustralian 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 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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