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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

Our Latest Research

Corporate Research Flash Note 01 December 2023

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,...

Corporate Research 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...

Flash Notes Flash Note 16 May 2023

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...

Flash Notes Flash Note 27 April 2023

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...

Automotive Flash Note 03 April 2023

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...

Navigating Peak Demand

We carry out scenario analysis and research to examine and understand how potential changes to supply and...

PetroStates 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...

Mind the audit gap

Climate risk disclosure Flash Note February 2023

Auditors play a vital role in contributing to the efficiency of financial markets. Their audits provide an independent check...

On Track for Paris? IEA lays out required pace of energy transition to...

Energy transition Flash Note January 2023

Viewed as an established authority on the latest energy trends, the annual World Energy Outlook (WEO) informs both investment and...

Drilling down: The importance of understanding projected oil and gas...

Climate risk disclosure Flash Note December 2022

Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin the information in...

Refining exposure to an accelerating energy transition

Oil Flash Note November 2022

The energy transition threatens companies involved in the downstream refining sector whose revenue is dependent on the continued...

Shell’s Energy Transition Progress Report: Still lacking absolute...

Corporate Research Flash Note May 2022

Shell recently published its first Energy Transition Progress Report. The document has been produced ahead of the AGM on 24...

Shell and Third Point: Spinning (Off) the Sector

Corporate Research Flash Note December 2021

Third Point, the US activist hedge fund, has recently proposed a significant change to the corporate structure of Shell,...

When fracking stops, who will plug Colorado’s wells?

Flash Notes Flash Note November 2021

When a well is drilled, a legal obligation to plug the well and reclaim the surface is created This is a critical aspect of...

North Dakota P&A cost data is bad news for the taxpayers in...

Flash Notes Flash Note October 2021

Summary As the Colorado Oil and Gas Conservation Commission’s (COGCC) seeks to fulfill its statutory mandate to “require...

Indonesia to replace one fifth of coal fleet with renewable energy

Power Flash Note February 2020

According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged 20 years and older. The decision to...

SSE aligns with Carbon Tracker’s Paris-compliant methodology for coal...

Coal Flash Note December 2019

In November, SSE confirmed that its remaining hard coal units at Fiddler’s Ferry power plant in the UK will close by 31...

Iberdrola aligns with Carbon Tracker’s Paris-compliant methodology for...

Coal Flash Note December 2019

Iberdrola announced at the opening of the United Nations Framework Convention on Climate Change (COP25) this week it will...

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