Carbon Tracker Initiative
@carbontracker.bsky.social
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.
Visit: https://carbontracker.org
Visit: https://carbontracker.org
Growing #steel production is vital for India’s development goals. Avoiding carbon lock-in during this rapid expansion will require credible transition plans. Learn more: carbontracker.org/reports/meas...
June 6, 2025 at 9:30 AM
Growing #steel production is vital for India’s development goals. Avoiding carbon lock-in during this rapid expansion will require credible transition plans. Learn more: carbontracker.org/reports/meas...
Saudi Aramco’s $10b dividend cut the canary in the coalmine for petrostates🛢️
Warning sign of structural strains which will test fiscal sustainability of #oil export nations. With fiscal breakeven >$90 barrel & prices closer to $60, to cut payouts? or pile on more debt? www.ft.com/content/19cb...
Warning sign of structural strains which will test fiscal sustainability of #oil export nations. With fiscal breakeven >$90 barrel & prices closer to $60, to cut payouts? or pile on more debt? www.ft.com/content/19cb...
May 14, 2025 at 9:54 AM
Saudi Aramco’s $10b dividend cut the canary in the coalmine for petrostates🛢️
Warning sign of structural strains which will test fiscal sustainability of #oil export nations. With fiscal breakeven >$90 barrel & prices closer to $60, to cut payouts? or pile on more debt? www.ft.com/content/19cb...
Warning sign of structural strains which will test fiscal sustainability of #oil export nations. With fiscal breakeven >$90 barrel & prices closer to $60, to cut payouts? or pile on more debt? www.ft.com/content/19cb...
Climate backsliding has increased in recent weeks, coinciding with US🇺🇸 administration shifting from renewables to oil & gas production. Equinor & Eni both increased production targets within 1month of the Trump administration’s day1 ExecOrders backing O&G buff.ly/tI1ukBF
April 8, 2025 at 1:55 PM
Climate backsliding has increased in recent weeks, coinciding with US🇺🇸 administration shifting from renewables to oil & gas production. Equinor & Eni both increased production targets within 1month of the Trump administration’s day1 ExecOrders backing O&G buff.ly/tI1ukBF
Report author Rich Collett-White said:“Most #oil & #gas producers are ignoring peaking demand & remain far from Paris-alignment. Investors — whether they have a climate mandate or not — should think twice about locking in risky new production for short-term gain” carbontracker.org/reports/pari...
April 8, 2025 at 11:30 AM
Report author Rich Collett-White said:“Most #oil & #gas producers are ignoring peaking demand & remain far from Paris-alignment. Investors — whether they have a climate mandate or not — should think twice about locking in risky new production for short-term gain” carbontracker.org/reports/pari...
'Paris Maligned 3' reviews #oil & #gas🛢️companies & finds they’re not aligned with Paris climate goals, based on 6 key metrics:
-#Methane (new),
-Investment Options,
-Recent Project Sanctions,
-Production Plans,
-#Emissions Targets,
-#ExecPay,
buff.ly/tI1ukBF
-#Methane (new),
-Investment Options,
-Recent Project Sanctions,
-Production Plans,
-#Emissions Targets,
-#ExecPay,
buff.ly/tI1ukBF
April 8, 2025 at 10:30 AM
'Paris Maligned 3' reviews #oil & #gas🛢️companies & finds they’re not aligned with Paris climate goals, based on 6 key metrics:
-#Methane (new),
-Investment Options,
-Recent Project Sanctions,
-Production Plans,
-#Emissions Targets,
-#ExecPay,
buff.ly/tI1ukBF
-#Methane (new),
-Investment Options,
-Recent Project Sanctions,
-Production Plans,
-#Emissions Targets,
-#ExecPay,
buff.ly/tI1ukBF
European producers bp, #Eni, #Equinor, #Shell & #Total scores have declined since 2024 as a result of increased & longer-term, production targets. #bp fell from top position, prev a “D” grade, down to an “F”, having abandoned its target to curb O&G🛢️production 📈 buff.ly/tI1ukBF
April 8, 2025 at 9:25 AM
📢 Asset owners, asset managers, & proxy advisors should engage with O&G companies in their portfolios to demand more clarity on #ExecPay & have their “say on pay” during the 2025 #AGM season carbontracker.org/reports/crud...
April 2, 2025 at 8:45 AM
📢 Asset owners, asset managers, & proxy advisors should engage with O&G companies in their portfolios to demand more clarity on #ExecPay & have their “say on pay” during the 2025 #AGM season carbontracker.org/reports/crud...
🧰 Only #bp, #Eni, Expand Energy, #Repsol, #Shell, and #TotalEnergies have disclosed their executive remuneration 💵 plans prospectively carbontracker.org/reports/crud...
April 2, 2025 at 8:20 AM
🧰 Only #bp, #Eni, Expand Energy, #Repsol, #Shell, and #TotalEnergies have disclosed their executive remuneration 💵 plans prospectively carbontracker.org/reports/crud...
⏳The vesting periods of most #ExecPay equity awards continued to span just 3 years, despite assets taking up to 10 years to develop & producing 🛢️ for decades - a near universal mismatch carbontracker.org/reports/crud...
April 2, 2025 at 8:05 AM
⏳The vesting periods of most #ExecPay equity awards continued to span just 3 years, despite assets taking up to 10 years to develop & producing 🛢️ for decades - a near universal mismatch carbontracker.org/reports/crud...
📈 Combinations of direct & indirect growth metrics at most oil & gas majors remained at the top end of the range in our universe, excl NOCs
💰 None of the execs were incentivised to plan for a managed decline 📉 in oil & gas production volumes, even in long term carbontracker.org/reports/crud...
💰 None of the execs were incentivised to plan for a managed decline 📉 in oil & gas production volumes, even in long term carbontracker.org/reports/crud...
April 2, 2025 at 7:50 AM
📈 Combinations of direct & indirect growth metrics at most oil & gas majors remained at the top end of the range in our universe, excl NOCs
💰 None of the execs were incentivised to plan for a managed decline 📉 in oil & gas production volumes, even in long term carbontracker.org/reports/crud...
💰 None of the execs were incentivised to plan for a managed decline 📉 in oil & gas production volumes, even in long term carbontracker.org/reports/crud...
Covering 97 companies in 5 key markets: Australia 🇦🇺 , EU 🇪🇺 , Japan 🇯🇵 , UK 🇬🇧 & US 🇺🇸 our new report underscores the crucial role of regulators in driving high-quality financial statements & audit reports investors, regulators & policymakers can rely on buff.ly/wYE1nTO
March 4, 2025 at 11:45 AM
Covering 97 companies in 5 key markets: Australia 🇦🇺 , EU 🇪🇺 , Japan 🇯🇵 , UK 🇬🇧 & US 🇺🇸 our new report underscores the crucial role of regulators in driving high-quality financial statements & audit reports investors, regulators & policymakers can rely on buff.ly/wYE1nTO
Carbon Tracker’s latest research highlights significant jurisdictional disparities in the extent to which companies & auditors inform investors about whether they are reflecting the impacts of #ClimateRisk & the #EnergyTransition in reporting buff.ly/wYE1nTO
March 4, 2025 at 9:55 AM
Carbon Tracker’s latest research highlights significant jurisdictional disparities in the extent to which companies & auditors inform investors about whether they are reflecting the impacts of #ClimateRisk & the #EnergyTransition in reporting buff.ly/wYE1nTO
The shift to battery ⚡️ electric 🚛 trucks represents a vast opportunity for sales & revenue growth as truck fleet operators replace existing diesel🛢️fleets with battery 🔋electric 🔌 (BEV) alternatives https://buff.ly/3ETWdBv
February 27, 2025 at 11:50 AM
The shift to battery ⚡️ electric 🚛 trucks represents a vast opportunity for sales & revenue growth as truck fleet operators replace existing diesel🛢️fleets with battery 🔋electric 🔌 (BEV) alternatives https://buff.ly/3ETWdBv
As the current global HDV fleet is almost exclusively fuelled by diesel ⛽️, Carbon Tracker forecasts transition to BEVs will result in oil 🛢️ demand destruction of 2.5 mbpd by 2036 📉 https://buff.ly/3ETWdBv
February 27, 2025 at 9:05 AM
As the current global HDV fleet is almost exclusively fuelled by diesel ⛽️, Carbon Tracker forecasts transition to BEVs will result in oil 🛢️ demand destruction of 2.5 mbpd by 2036 📉 https://buff.ly/3ETWdBv
🛢️ 📉 Can petrochemical demand replace decline in oil demand?
Watch Here 👉 lnkd.in/eXmmVpe6
Report author and associate analyst, Saidrasul Ashrafkhanov, explains more in our latest webinar. Remember to like and subscribe to know when our newest work is released.
Watch Here 👉 lnkd.in/eXmmVpe6
Report author and associate analyst, Saidrasul Ashrafkhanov, explains more in our latest webinar. Remember to like and subscribe to know when our newest work is released.
January 31, 2025 at 1:45 PM
🛢️ 📉 Can petrochemical demand replace decline in oil demand?
Watch Here 👉 lnkd.in/eXmmVpe6
Report author and associate analyst, Saidrasul Ashrafkhanov, explains more in our latest webinar. Remember to like and subscribe to know when our newest work is released.
Watch Here 👉 lnkd.in/eXmmVpe6
Report author and associate analyst, Saidrasul Ashrafkhanov, explains more in our latest webinar. Remember to like and subscribe to know when our newest work is released.
Donald Trump declares an 'energy emergency.' But will more #FossilFuel extraction really cut energy bills?, or will it increase the risks of asset stranding? https://buff.ly/4jp6TYE
January 22, 2025 at 3:30 PM
Donald Trump declares an 'energy emergency.' But will more #FossilFuel extraction really cut energy bills?, or will it increase the risks of asset stranding? https://buff.ly/4jp6TYE
Join Richard Folland our Head of Policy & Engagement at The Net Zero Investor DC Forum, January 30 | Richard will be speaking on the panel: Brave new world? – The UK policy environment for #NetZero investing https://buff.ly/3WCfbTp
January 22, 2025 at 11:45 AM
Join Richard Folland our Head of Policy & Engagement at The Net Zero Investor DC Forum, January 30 | Richard will be speaking on the panel: Brave new world? – The UK policy environment for #NetZero investing https://buff.ly/3WCfbTp
The looming AMOC #TippingPoint | The utterly plausible case that #ClimateChange makes London much colder https://buff.ly/3BVBIDv
January 13, 2025 at 11:50 AM
The looming AMOC #TippingPoint | The utterly plausible case that #ClimateChange makes London much colder https://buff.ly/3BVBIDv
The #NetZero Investor DC Forum is back on the 30th Jan for it’s 3rd edition, tackling all topics Net Zero. Aimed at DC pension fund, master trust & trustee professionals as well as the managers & consultants who serve them
https://buff.ly/3WCfbTp
https://buff.ly/3WCfbTp
January 10, 2025 at 6:35 PM
The #NetZero Investor DC Forum is back on the 30th Jan for it’s 3rd edition, tackling all topics Net Zero. Aimed at DC pension fund, master trust & trustee professionals as well as the managers & consultants who serve them
https://buff.ly/3WCfbTp
https://buff.ly/3WCfbTp
Southern California is experiencing its most devastating winter fires in more than 40 years. Fires don’t usually blaze at this time of year, but specific ingredients have come together to defy the calendar. Behind many of them lies human-led #ClimateChange https://buff.ly/3Pt9eE5
January 9, 2025 at 12:35 PM
Southern California is experiencing its most devastating winter fires in more than 40 years. Fires don’t usually blaze at this time of year, but specific ingredients have come together to defy the calendar. Behind many of them lies human-led #ClimateChange https://buff.ly/3Pt9eE5
⚠️ Is flawed economics risking your pensions, savings, and future financial security? Our latest webinar explains the concerning trend of #pension funds relying on flawed economic data for investment that underestimates physical #ClimateRisks https://buff.ly/49Dfm5T
December 15, 2024 at 10:25 AM
⚠️ Is flawed economics risking your pensions, savings, and future financial security? Our latest webinar explains the concerning trend of #pension funds relying on flawed economic data for investment that underestimates physical #ClimateRisks https://buff.ly/49Dfm5T
⚠️ Is flawed economics risking your pensions, savings, and future financial security?
Watch NOW👉https://youtu.be/aMj_DwR81-8
Our latest webinar explains the concerning trend of #pension funds relying on economic data for financial decision-making that underestimates #climatechange risks.
Watch NOW👉https://youtu.be/aMj_DwR81-8
Our latest webinar explains the concerning trend of #pension funds relying on economic data for financial decision-making that underestimates #climatechange risks.
December 13, 2024 at 1:17 PM
⚠️ Is flawed economics risking your pensions, savings, and future financial security?
Watch NOW👉https://youtu.be/aMj_DwR81-8
Our latest webinar explains the concerning trend of #pension funds relying on economic data for financial decision-making that underestimates #climatechange risks.
Watch NOW👉https://youtu.be/aMj_DwR81-8
Our latest webinar explains the concerning trend of #pension funds relying on economic data for financial decision-making that underestimates #climatechange risks.
December 12, 2024 at 2:25 PM
December 5, 2024 at 1:55 PM
Read our statement on #COP29 from Richard Folland, as time runs out with hopes of a last minute deal evaporating https://buff.ly/3V3Y101
November 23, 2024 at 5:10 PM
Read our statement on #COP29 from Richard Folland, as time runs out with hopes of a last minute deal evaporating https://buff.ly/3V3Y101