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Financial analysis for a low-carbon future
Carbon Tracker is an independent financial think tank working to align capital markets with an accelerated energy transition. Through data-driven research, we assess the risks associated with continued fossil fuel investment and opportunities arising from changes in energy demand, technology and climate policy. Our work empowers investors, policymakers and companies to make informed decisions that support an orderly shift to a net zero emissions future.
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.
Latest from Carbon Tracker
17/12/25
Report
Asset Retirement Obligations: What Lies Beneath?
Why inconsistent asset retirement obligation disclosures leave investors exposed to hidden risk
15/06/26
Podcast
The ElectroTech Revolution: Why this is an economic shift
Is the energy transition simply about replacing one fuel source with another, or are we witnessing...