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The $2 Trillion Stranded Assets Danger Zone: How Excessive Fossil Fuel Capex Risks Eroding Investor Returns

With climate negotiations occurring in Paris and clean energy technologies advancing rapidly, how should fossil fuel producer navigate the transition to a low-carbon world?  Read our new Carbon Tracker report or my commentary on

Posted December 4, 2015    

Trillion-Dollar Question: Are Oil Companies Over-Investing in High-Cost Projects?

Over the next decade, private-sector companies may invest over $1 trillion to develop new sources of high-cost oil production.  Much of this future production will (1) be profitable only if oil prices remain near current (historically-high)...

Posted May 26, 2014