Research Hub

Carbon Tracker’s research examines the financial implications of the energy transition. Covering both energy supply and demand sectors, this hub brings together analysis of how changes in technology, markets and policy associated with the energy transition affect asset values, corporate strategy and investment decisions. It also explores the role of disclosure, regulation and market rules in shaping transition outcomes.

How our research is organised across sectors and themes

Energy Supply
Oil & Gas

  • Oil and Gas demand scenarios

  • Least-cost capital allocation

  • LNG and petrochemicals risk

  • Corporate transition alignment

  • Petrostates and fiscal exposure
Power & Utilities

  • Plant-level economics

  • Coal and gas phase-out and stranded asset risk

  • Utility transition strategies

  • Renewables, flexibility and grid investment
Energy Demand
Transport

Automotive

  • Corporates and Countries: ICE-to-EV transition

  • Powertrain & emissions Policy

  • Oil demand and stranded asset risk

  • Carbon gaps in emissions reporting

Aviation

  • Alternate jet fuel scalability

  • Zero-emission aircraft investment

  • Aviation transition credibility
Industry

Steel

  • Company-level transition readiness

  • Coal-based capacity expansion and carbon lock-in risk

  • Climate targets, transition finance and trade exposure

Chemicals

  • Demand assumptions

  • Downstream asset and refinery exposure

  • Investor scrutiny of transition strategies
Cross-cutting themes

Policy — Climate-aligned finance flows • Systemic climate risk • Capital markets regulation • Energy transition policy • International policy engagement (Santa Marta, TAFF and COP processes)

Transparency — Climate accounting & audit disclosures • Asset retirement obligation transparency • Company governance and net zero-benchmark assessments • Investor engagement support and education • Financial market standard-setter and regulator engagement

Explore our research

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