Asset Retirement Obligations: What Lies Beneath?

New research reveals major gaps in disclosure of decommissioning liabilities for oil and gas infrastructure

Canada’s oil and gas sector faces revenue risk from demand decline

New analysis warns investors and provinces of financial risks

The Quiet Retreat: Why the oil and gas industry is implementing its own decline, even as the IEA resurrects an old growth scenario

Political pressure may be forcing the IEA to revive an old forecast of endless fossil fuel growth, but oil and gas investment reality tells a clearer story of an industry embracing decline.

Carney's Tragedy of the Horizon and how to break it

Mark Carney’s “tragedy of the horizon” speech in September 2015 was a clarion call, warning of the risks of climate change to financial stability.

Sustainable fuel alone unlikely to decarbonise the aviation industry

Carbon Tracker

India’s Steel Giants Risk Locking in 12 Billion Tonnes of CO₂

Blast furnace expansion plans threaten India’s NDC pledge to reach net zero by 2070 and risk punitive tariffs under the EU’s Carbon Border Adjustment Mechanism

Turning Insight into Action

Bridging climate science, financial risk and real-world decisions

Chemical Mismatch: Value Chain Under Strain

Introduction

New NGFS Short-Term Scenarios For Central Banks & Supervisors

Aviation sector’s climate claims unsupported by credible transition plans

New analysis finds over-reliance on Sustainable Aviation Fuel (SAF) and lack of investment in zero-emission tech, risking long-term decarbonisation failure  

Shielding U.S. Taxpayers from the Oilfield Paradox

New report offers framework to prevent well liabilities being transferred to taxpayers as oil well production declines and plugging costs mount

California slows transfer of oil well cleanup liabilities with Orphan Well Prevention Act

New legislation has substantially reduced the flow of low-producing wells to lower-producing companies, reducing taxpayer risk.