Carbon Tracker is an independent financial think tank that carries out in-depth analysis on the impact of the energy transition on capital markets and the potential investment in high-cost, carbon-intensive fossil fuels.
Carbon Tracker is an initiative under Tracker Group alongside Planet Tracker.
Our Latest Research
Nearly 70 years after the last update and more than 10 years after formal recognition of the inadequacy of...
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CO2 matters: on emissions reporting, ESG ratings and stock market prices in the car...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. ...
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The UK will phase-out new ICE vehicle sales by 2035, but an incoherent battery strategy puts the relevance of...
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Unlocking the economic potential from vehicle electrification The global deployment of Battery Electric...
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CO2 matters: on emissions reporting, ESG ratings and stock market prices in the car...
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Unlocking the economic potential from vehicle electrification The global deployment of Battery Electric...
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Poorly performing Auto Loan ABS has the potential to put the brakes on bond holder...
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This report is an assessment of automotive company alignment to the Paris Agreement and their position...
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As automotive companies start to release their annual reports for FY2022 we take look...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s...
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The UK will phase-out new ICE vehicle sales by 2035, but an incoherent battery strategy puts the relevance of...
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Download Infographic Here The energy transition may well be determined by the phenomenon of S-curves. This...
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Blog Series: The UK’s adoption of BEVs – in 2016 UK BEV car sales (all electric) were a mere one in a...
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Climate Accounting and Auditing assesses the financial statements and related audit...
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As a research provider, we conduct financial analysis and have developed a set of alignment assessments to...
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For utilities, we must look both forward and backward. Firms must avoid building new coal and gas generation...
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Climate Action 100+ Net Zero Company Benchmark: Climate Accounting and Audit Assessment This document sets...
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Climate Accounting and Auditing assesses the financial statements and related audit...
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As a research provider, we conduct financial analysis and have developed a set of alignment assessments to...
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For utilities, we must look both forward and backward. Firms must avoid building new coal and gas generation...
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Climate Action 100+ Net Zero Company Benchmark: Climate Accounting and Audit Assessment This document sets...
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India may not be Paris aligned but that does not mean that key Indian corporates can...
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Tohoku Electric Power is one of the largest power generation and transmission companies in Japan. It has 17...
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Iberdrola is Europe’s largest and the world’s second largest utility by market cap. It has more than...
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Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end...
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India may not be Paris aligned but that does not mean that key Indian corporates can...
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Tohoku Electric Power is one of the largest power generation and transmission companies in Japan. It has 17...
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Iberdrola is Europe’s largest and the world’s second largest utility by market cap. It has more than...
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Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end...
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Transition Plan Analysis In this note Will Grainger, our Senior North American Power...
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Uniper SE Uniper’s transition to net zero is not aligned with the goals of the Paris Agreement. ...
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RWE AG RWE’s transition to net zero is not fully aligned with the goals of the Paris Agreement. ...
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CEZ a.s CEZ’s transition to net zero by 2040 is not fully aligned with the goals of the Paris...
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Duke Energy (N/R) – Sale process drawn out raises eyebrows on potential equity. In...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
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Snam Carbon Tracker has produced a set of three separate related reports on Snam,...
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Italgas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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Enagas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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In this note, Neil Quach, Senior Corporate Research Analyst – North American Oil & Gas, drills down...
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Snam Carbon Tracker has produced a set of three separate related reports on Snam,...
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Italgas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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Enagas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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Transition Plan Analysis Enel is the largest global renewable private player, biggest grid operator by end...
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In this note, Neil Quach, Senior Corporate Research Analyst – North American Oil &...
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Shell recently published its first Energy Transition Progress Report. The document has been produced ahead...
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Third Point, the US activist hedge fund, has recently proposed a significant change to the corporate...
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In this edition of our Transition Files Journal, we celebrate our coverage of US Power...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash...
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The fossil fuel industry is having a bad energy transition: It is misaligned with...
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Paris Maligned II: Climate alignment assessments reveal oil and gas company transition risk exposure The...
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The UK Government’s CCUS risks locking consumers into a high-cost, fossil-based future, despite cleaner and...
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Crude Intentions II As the energy transition continues to accelerate, demand for each of the fossil fuels...
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Paris Maligned II: Climate alignment assessments reveal oil and gas company transition...
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The UK Government’s CCUS risks locking consumers into a high-cost, fossil-based future, despite cleaner and...
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Crude Intentions II As the energy transition continues to accelerate, demand for each of the fossil fuels...
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In March of 2022, the ECMC announced Colorado’s new financial assurance rules with much fanfare, referring...
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Transition risks for petrostates are higher than ever This report, an update of our...
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Carbon Tracker is pleased to launch the 4th edition of our Absolute Impact series, in which we assess and...
Read MoreMany leading asset managers’ investment practices deviate from climate positioning. As awareness of the...
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In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon...
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The midstream sector is a crucial link in the oil and gas supply chain; like the industry...
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Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin...
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The energy transition threatens companies involved in the downstream refining sector whose revenue is...
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When a well is drilled, a legal obligation to plug the well and reclaim the surface is created This is a...
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The fossil fuel industry is having a bad energy transition: It is misaligned with...
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Oil and gas incumbents are doubling down on investment and their financial backers are exiting governance...
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If you are reading this, you know that at a time when the world is burning, and Net Zero seems like a distant...
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Prime Minister Rishi Sunak has promised to “max out” North Sea reserves – but the plan fails on...
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This article was first published by Brink News, with thanks to Thomas Carver. The...
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This blog originally appeared on the IEEFA website By Tom Sanzillo, Kathy Hipple and Clark...
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By Paul Spedding BP chief executive Bob Dudley is at risk of being branded an altruist if his “Oil and...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s...
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The UK Government’s CCUS risks locking consumers into a high-cost, fossil-based future, despite cleaner and...
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For utilities, we must look both forward and backward. Firms must avoid building new coal and gas generation...
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Today we are launching an update to our Country Profiles for the global coal power sector. This is a platform...
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The UK Government’s CCUS risks locking consumers into a high-cost, fossil-based future,...
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For utilities, we must look both forward and backward. Firms must avoid building new coal and gas generation...
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Steppes to Net Zero This report focuses on Kazakhstan’s energy transition pathway and provides a...
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Investments in the electricity grid are not keeping up with the rapid growth of wind...
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In September 2020, the People’s Republic of China announced targets of peaking economy-wide carbon...
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Recent extreme price spikes for the GB power market have triggered key discussions over whether the time has...
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Amidst an energy crisis and a power supply crunch, the Japanese power sector is today experiencing...
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According to Carbon Tracker analysis, Indonesia has 15 coal-fired plants (6.4 GW) aged...
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In November, SSE confirmed that its remaining hard coal units at Fiddler’s Ferry power plant in the UK...
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Iberdrola announced at the opening of the United Nations Framework Convention on Climate Change (COP25)...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s...
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Today we are launching an update to our Country Profiles for the global coal power sector. This is a platform...
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With UK and European leaders continuing to ponder the long-term future of power market design, common themes...
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There must have been a time in the 1920s some 20 years after the introduction of the Model T Ford in the...
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This article was first published by Brink News, with thanks to Thomas Carver. The...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s...
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The continued absence of climate and transition risks in financial reporting Climate and energy transition...
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If you are reading this, you know that at a time when the world is burning, and Net Zero seems like a distant...
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Climate Action 100+ Net Zero Company Benchmark: Climate Accounting and Audit Assessment This document sets...
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The continued absence of climate and transition risks in financial reporting Climate and...
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Climate Action 100+ Net Zero Company Benchmark: Climate Accounting and Audit Assessment This document sets...
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Carbon Tracker and Planet Tracker welcome the opportunity to respond to the European Commission’s (“the...
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In response to state regulations, Colorado oil and gas well operators have submitted their financial...
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Amidst an energy crisis and a power supply crunch, the Japanese power sector is today...
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Since the start of the year, EU carbon has doubled in value, raising the possibility of coal to gas switching...
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Summary The operating costs of coal units are complex and depend on many variables. Coal units are...
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Our analysts Matt Gray and Laurence Watson respond to PPL's recent Climate Assessment Report. Summary ...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s...
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If you are reading this, you know that at a time when the world is burning, and Net Zero seems like a distant...
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As the Colorado Oil and Gas Conservation Commission (COGCC) evaluates operator bonding proposals, and goes...
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In early 2022, Colorado overhauled its financial assurance rules for oil and gas companies in a rulemaking...
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This article was first published by Brink News, with thanks to Thomas Carver. The...
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The continued absence of climate and transition risks in financial reporting Climate and...
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Carbon Tracker Initiative (Carbon Tracker) provided comments on the Tentative Agenda Decision:...
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Oil and gas reserve classification systems today are focused on the value oil and gas has when burnt. Devised...
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Climate Action 100+ Net Zero Company Benchmark: Climate Accounting and Audit Assessment This document sets...
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The continued absence of climate and transition risks in financial reporting Climate and...
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Oil and gas reserve classification systems today are focused on the value oil and gas has when burnt. Devised...
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Climate Action 100+ Net Zero Company Benchmark: Climate Accounting and Audit Assessment This document sets...
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Key Findings: Shell has made a significant effort to improve the amount, depth and frequency of...
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Carbon Tracker Initiative (Carbon Tracker) provided comments on the Tentative Agenda...
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We are writing this report because retiring coal is the fastest route to decarbonisation and alignment with...
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The International Sustainability Standards Board’s Exposure Drafts “IFRS S1 General Requirements for...
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Recently, we submitted a letter in response to the Securities and Exchange Commission’s (SEC) Public Input...
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Companies around the world are setting net zero by 2050 targets. Despite that, our...
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As automotive companies start to release their annual reports for FY2022 we take look at how they...
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Auditors play a vital role in contributing to the efficiency of financial markets. Their audits provide an...
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Financial statements, like economic models, are only as good as the inputs to them. Inputs [1] underpin...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another...
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None of the CA100+ focus companies within upstream oil & gas production or coal &...
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In the run up to COP 26 many oil and gas companies have announced ‘net-zero by 2050’ targets. However,...
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There’s a quip about lawyers that goes 99% of attorneys give the rest a bad name. The same can be said...
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When it comes to oilfield plugging obligations, industry voices contend that industry has the problem in...
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Guest Blog from Greg Rogers, Co-founder, Eratosthenes LLC In a classic scene from the...
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Nearly 70 years after the last update and more than 10 years after formal recognition of...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. ...
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In March of 2022, the ECMC announced Colorado’s new financial assurance rules with much fanfare, referring...
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The key message of this paper is that oil and gas decommissioning obligations amplify the potential harm...
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In March of 2022, the ECMC announced Colorado’s new financial assurance rules with much...
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The key message of this paper is that oil and gas decommissioning obligations amplify the potential harm...
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Pension funds are risking the retirement savings of millions of people by relying on economic research that...
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There are 2.6 million unplugged onshore wells in the U.S., with another estimated 1.2 million that are...
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Nearly 70 years after the last update and more than 10 years after formal recognition of...
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With approximately 2.1 million abandoned wells across the U.S., there is growing concern about unfunded asset...
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Carbon Tracker’s fundamental insight is that the oil and gas industry’s growth plans do not fit in a low...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s...
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“Having looked to government for bread, on the first scarcity they will turn and bite the hand that fed...
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The fossil fuel industry is having a bad energy transition: It is misaligned with...
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After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. ...
Read More
Oil and gas incumbents are doubling down on investment and their financial backers are exiting governance...
Read More
Snam Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
Read More
Snam Carbon Tracker has produced a set of three separate related reports on Snam,...
Read More
Italgas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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Enagas Carbon Tracker has produced a set of three separate related reports on Snam, Italgas and Enagas, the...
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Oil and gas reserve classification systems today are focused on the value oil and gas has when burnt. Devised...
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The fossil energy system is falling over the edge of the demand cliff. 2019 was likely...
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Smart investments and viral ideas in pandemic recovery and contagious new tools for deeper, cheaper energy...
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Falling battery prices and the decarbonisation of transport systems in emerging markets will reduce...
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The oil and petrochemical industries are betting their future growth prospects on demand for plastics. But...
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Companies around the world are setting net zero by 2050 targets. Despite that, our...
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Viewed as an established authority on the latest energy trends, the annual World Energy Outlook (WEO) informs...
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In this edition of our Transition Files Journal, we celebrate our coverage of US Power...
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The Transition Files In Volume 1, this journal comprises: an article on SHELL, another on Discounted Cash...
Read More
The fossil fuel industry is having a bad energy transition: It is misaligned with...
Read More
After his recent primary wins Donald Trump is assured to be the Republican Party’s nominee for President. ...
Read More
Oil and gas incumbents are doubling down on investment and their financial backers are exiting governance...
Read More
2024 is the Chinese year of the Dragon, the only mythical beast in the Chinese zodiac: and a year typically...
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Market-based pricing for gas saved EU consumers billions – until this winter's energy...
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Guest post by Jeremy Leggett, Non-executive chairman of Carbon Tracker The global energy...
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Despite falling short, bp scores highest relative to oil producing...
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Unresolved grid bottlenecks risk adding £200 to annual household...
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Federal financial assurance could cover only 4% of Big Horn Basin...
Read MoreAnalysis for upwards of ~65 companies in the Oil & Gas and Power & Utilities sectors, demonstrating...
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