On 7th July 2015, Carbon Tracker launched a report on the global Gas sector: “Carbon Supply Cost Curves: Evaluating Financial Risk to Gas Capital Expenditures”. This study completes the research series on oil and coal started in 2014 and takes a look at three global gas markets – Europe, North America and LNG – in the context of the energy transition, examining where there may be unneeded capacity and capital expenditure in a low demand scenario.

In this video, the speakers discuss the implications of climate risk and low fossil fuel demand for the capital expenditure plans of gas companie

The objective of the study is to provide investors with further material to inform their engagement with corporates.