Korea needs to phase-out unabated gas by 2050 in a Paris-aligned scenario or potentially risk $60 billion in stranded assets. As much as 13.7 GW of coal capacity may be retired between now and 2034 and risks being replaced with gas power.

To deflate the carbon bubble and protect investors, oil & gas companies must shrink. The world’s listed oil and gas majors must cut combined production by more than a third by 2040 to keep emissions within international climate targets and protect shareholder value.

In this note, explain the financial implications of recent changes to EU coal power economics. In doing so, argue EU policymakers and investors need to prepare for no hard coal or lignite generation by 2030. Data-driven solutions are offered to ensure an orderly and just transition.

Major oil and gas companies have invested $50bn (£40.6bn) in fossil fuel projects that undermine global efforts to avert a runaway climate crisis, according to a report.

This note present the results of Carbon Tracker’s coal power analysis for South Korea to understand stranded asset risk and relative economic competitiveness.

Fossil fuel companies risk wasting $1.6 trillion of expenditure by 2025 if they base their business on emissions policies already announced by governments instead of international climate goals, Carbon Tracker warns in a report, that models the IEA’s 1.75C scenario for the first time.

This report, produced by Carbon Tracker, Principles for Responsible Investment (UN PRI) and leading institutional investors, is the first to rank 69 of the biggest oil and gas industry companies according to the extent of their exposure to the low-carbon transition.

2020: The Climate Turning Point – the campaign will highlight why the 2020 turning point is necessary, and importantly how it can be realistically achieved, thanks to exponentially growing climate action.

This report was produced in partnership between Carbon Tracker and the Grantham Institute at Imperial College London. This study analyses the potential for continued cost reductions in solar photovoltaics (PV) and electric vehicle (EV) technologies to displace demand for currently dominant fossil fuels and mitigate CO2 emissions.

In the US, carbon-intensive sectors have made risk factor disclosures related to climate change for years but very little of it has been decision useful. This is in part due to the general nature of “risk factor” disclosure.

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