Carbon Tracker Initiative 348d ago

Increasingly through 2023 in our meetings with the financial community one common theme emerged; that investment teams were becoming ever more confused by the myriad of transition assessment methodologies available, each claiming to be better than the other. In 2024, this theme now dominates most of our behind closed-door meetings. Furthermore, it often comes up in our meeting with corporates; “damned if we do, damned if we don’t” is a phrase we often hear. In this note, Mike Coffin, uses the Oil & Gas sector as a case study, stripping back the verbiage and offering answers to the following questions – What are transition plans? What’s the intent of mandating them? How do they differ between sectors? How should they be used in investment decision-making? Is there too much focus on emissions? Download the report: https://carbontracker.org/reports/oil-and-gas-transition-plans-user-guide/ EXPLORE MORE Mike's Profile: https://carbontracker.org/about/team/mike-coffin/ CTI's Website: https://carbontracker.org/ ---- The Carbon Tracker Initiative is a non-profit organisation working to align the capital markets with the climate change policy agenda. Carbon Tracker are applying our thinking on carbon budgets and stranded assets across geographies and assets classes to inform investor thinking and the regulation capital markets. #oil #gas #finance #energytransition #netzero #fossilfuels #finance #investing #capitalmarkets