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.
Documents & Links
Fault Lines: How diverging O&G company strategies link to stranded asset riskHere we look at potential capex that might be spent on stranded assets in the oil and gas industry using a framework and focus on company results
The Future’s Not in Plastics: Why plastics demand won’t rescue the oil sectorThe oil industry sees future growth prospects in plastics. But plastics demand is likely to peak as the world moves to a more circular economy & acts on climate
Decline and Fall: The Size & Vulnerability of the Fossil Fuel SystemThe energy transition is disrupting the entire fossil fuel system, with profound consequences for financial markets and geopolitics.
How to waste over half a trillion dollarsThe economic implications of deflationary renewable energy for coal power investments