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
Popular Reports
Paris Maligned
Oil
08 December 2022
On Track for Paris? IEA lays out required pace of...
Energy transition
20 January 2023
The Sky’s the Limit: Solar and wind energy...
Energy transition
23 April 2021
EU Gas Summary
Corporate Research
25 January 2023
Flash Notes
Flash Note
20 January 2023
On Track for Paris? IEA lays out required pace of energy transition to keep 1.5°C in sight
Viewed as an established authority on the latest energy trends, the annual World Energy Outlook (WEO) informs both investment and...
Climate risk disclosure
Flash Note
13 December 2022
Drilling down: The importance of understanding projected oil and gas prices used in financial reporting
Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin the information in company...
Oil
Flash Note
21 November 2022
Refining exposure to an accelerating energy transition
The energy transition threatens companies involved in the downstream refining sector whose revenue is dependent on the continued sale of...
Oil
Flash Note
06 May 2022
Shell’s Energy Transition Progress Report: Still lacking absolute emissions Scope 3 interim targets
Shell recently published its first Energy Transition Progress Report. The document has been produced ahead of the AGM on 24 May 2022,...
Oil
Flash Note
06 December 2021
Shell and Third Point: Spinning (Off) the Sector
Third Point, the US activist hedge fund, has recently proposed a significant change to the corporate structure of Shell, suggesting a...
Oil
Flash Note
16 November 2021
Australian oil and gas mergers: Exposing the weakness of company transition planning
Mergers and acquisition (M&A) activity is shaking up the Australian oil and gas sector. In two proposed all-share deals, four of the...Popular Reads
Paris Maligned
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
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On Track for Paris? IEA lays out required pace of energy transition to keep 1.5°C in sight
We carry out scenario analysis and research to examine and understand how potential changes to supply and...
Read More
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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