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Financial analysis for a low-carbon future
Carbon Tracker is an independent financial think tank helping investors, regulators and policymakers understand how the shift to a low-carbon economy is reshaping asset values, capital allocation, risks and opportunities – and what it costs when that shift happens too slowly. Our data-driven research informs investment decisions, guides stewardship and engagement actions and supports a financially resilient future, aligned with climate goals.
We help answer critical financial questions about the energy transition:
What does the energy transition mean for the business model and financial profile of companies?
What is the cost for companies, markets and countries of moving too slowly on transition?
What are the benefits for companies, markets and countries of forging ahead on transition?
Do gaps in corporate disclosure of climate and transition risk create potential mispricing?
Do company investment plans and strategic decision making reflect the pace necessary to achieve a well below 2 degrees outcome?
How will policy and regulation reshape energy and transition market outcomes?
The shift to a low-carbon economy cuts across key sectors. So does Carbon Tracker’s expertise.
Our work spans both the supply and demand side of the energy transition – from oil and gas and power generation to transport, aviation, chemicals and steel.
Across these sectors, we analyse how capital markets, regulation and disclosure, and policy shape the financial choices facing high-carbon companies.
Explore Carbon Tracker's work
Reports, briefings and data across the sectors and market dynamics shaping the transition.
Browse research Data and methodologies News and EventsLatest from Carbon Tracker
Asset Retirement Obligations: What Lies Beneath?
New research reveals major gaps in disclosure of decommissioning liabilities for oil and gas infrastructure
Measuring Transition: Tracking Technology Transition in the Indian Steel Sector
The $4.5 Trillion Myth: What the transition really costs
One figure has come to dominate discussions about financing the energy transition: $4.5 trillion...