Carbon Tracker

Financial specialists making #ClimateRisk visible to markets. #EnergyTransition #FossilFuels #StrandedAssets

[Carbon Tracker @CarbonBubble]

Our new report on #ExecPay: 'Crude Intentions III' by Said Ashrafkhanov finds - from a universe of 30 of the world’s largest #oil & #gas🛢️producers:

❌all 10 national oil companies (NOCs) failed to sufficiently disclose their #ExecutivePay 💵 plans https://t.co/wgOMT7Asoj

[Carbon Tracker @CarbonBubble]

@SkyNews @EdConwaySky Ed what volume of metals, minerals & materials go into producing the #oil extraction, processing & transportation plant/machinery used to get U.S #FossilFuels to market? Would be nice to see this data side by side - compared to clean energy alternatives https://t.co/KuZhCHcJIS

[Finance Watch @forfinancewatch]

🚢 Overly-sunny economic forecasts mislead the financial system into a climate financial storm🌪️

A new report by @CarbonBubble & @UniofExeter warns economic models miss “#GreenSwan” shocks. Regulators must act now – before a #climateMinsky moment hits.

https://t.co/45lMGdpSWv

[Green Central Banking @greenCB]

Regulators need to move beyond traditional economic models to assess and understand the devastating and compounding impacts of climate change, a study from the @UniofExeter, @CarbonBubble and Aurora Trust found.

https://t.co/7eYbFGO6By

[Carbon Tracker @CarbonBubble]

@ret_ward @afneil We're quoted in The Times & PA correcting the record on the Presidents bogus "500 years of reserves in the North Sea" Davos claims. Economically recoverable reserves at current production = 7 years. https://t.co/DSeLwIYWz8

[Carbon Tracker @CarbonBubble]

NOAA - the top US 🇺🇸 climate agency is rethinking its modelling of the critical Pacific Ocean cycles that feed into the world’s atmospheric shifts, as record hot sea temperatures globally scramble weather patterns https://t.co/xBFrXdEZSf

[Carbon Tracker @CarbonBubble]

Read the full report: https://t.co/ilOKOctO0p

[Carbon Tracker @CarbonBubble]

ArcelorMittal Nippon Steel (AMNS) is India’s joint 4th largest steel producer, and plans to grow from 9.6 Mtpa today to 40 Mtpa by 2035. It has set an ambitious 2030 target to reduce carbon intensity by 18%, it has also stated aims to align with India's 2070 net zero ambition.

[Carbon Tracker @CarbonBubble]

In FY 2024, exports made up 11% of AMNS’ revenue, with 73% going to the EU. These will face rising costs as CBAM is phased in (2026–2034); we estimate export costs will rise by 33%.

[Carbon Tracker @CarbonBubble]

“Oil companies are no longer growth plays.”
That’s not alarmism. It’s the new market reality.

Mark Campanale shares blunt evidence #FossilFuel giants are shrinking. Not because they want to. Because the clean energy future is moving on without them
https://t.co/vGM6dqrOYz

[Carbon Tracker @CarbonBubble]

Our new report with Carbon Transition Analytics shows Tata Steel’s European arm has a clear decarbonisation plan—while the Indian arm does not. $24bn in Indian projects face high carbon lock-in risk unless ‘future proof’ blast furnaces are deployed https://t.co/uoariaDa5i

[Carbon Tracker @CarbonBubble]

Tata #Steel’s 2045 #NetZero goal is bold but our latest report with Carbon Transition Analytics shows a mismatch with coal-heavy expansion in India. Without a credible shift to cleaner blast furnace tech $24b in new projects risks locking in high emissions https://t.co/uoariaDa5i

[Carbon Tracker @CarbonBubble]

Report: https://t.co/393pKRDYzA

[Carbon Tracker @CarbonBubble]

Growing steel production is vital for India’s development goals. Avoiding carbon lock-in during this rapid expansion will require support from transition finance, concessional finance, and government initiatives. To access, Indian steel companies need credible transition plans.

[Carbon Tracker @CarbonBubble]

As India’s top steel exporter, JSW also faces rising carbon costs abroad. Poor tech choices now risk CO₂ targets and long-term profitability.

[Carbon Tracker @CarbonBubble]

Read the full report: https://t.co/Osk2KbESJg

[Carbon Tracker @CarbonBubble]

BMW is a relative leader in the EV transition, with robust 2030 targets and progress on BEV rollout via its Neue Klasse platform (launching 2025).

[Carbon Tracker @CarbonBubble]

Key investor questions:
➡️ Where are the interim targets?
➡️ How is green capex being disclosed?
➡️ Will governance and lobbying be aligned with net zero?
➡️ Can BEV scaling hit 2030 goals?