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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...

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...

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