Overview

Carbon Tracker’s Reports section hosts analytical research and publications that examine how changes in supply, demand, climate policy and transition risks affect fossil fuel-exposed companies and markets. It provides scenario analysis and sector-specific insights for investors and analysts. Finance professionals may use it to assess climate-related financial risk and inform capital allocation decisions.

Organisation behind the tool

Carbon Tracker is an independent, London-based non-profit financial think tank focused on analysing the implications of climate change for capital markets and investors. It is part of the Tracker Group, alongside Planet Tracker.

What the tool does

• Provides downloadable research reports and analytical notes.
• Covers scenario analysis on energy transition, stranded asset risk and fossil fuel demand.
• Includes sector and thematic research (e.g. oil & gas, power, autos, regulatory policy).
• Hosts methodological documents and frameworks used in climate-financial analysis.
• Offers infographics and engagement tools to support data interpretation.

Target audience

Primary users are investors, asset managers, financial analysts and risk professionals. Other audiences include policymakers, researchers and corporate strategists interested in climate-related financial implications.

Relevance to finance professionals

• Risk assessment – Research on stranded asset risk and demand shifts helps assess exposure to transition risks.
• ESG analysis – Provides data and structured insights relevant to environmental and climate metrics in reporting.
• Market/commodity insights – Sector-level analysis on fossil fuels and energy transition supports commodity and sector analysis.
• Investment context – Long-term scenario analysis informs strategic allocation decisions and transition-aligned investment planning.