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Our Mission

ETA’s mission is to research and analyze energy markets in the context of the economic and policy trends that are driving one of the great transitions in history -- the transition away from fossil fuels towards more sustainable sources of energy. Analyzing the economic and policy risks increasingly embedded in the exploration, development, and extraction of fossil fuels will be a central focus of the group’s work, with ETA offering advisory and consulting services to the not-for-profit, public and commercial sectors.

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Not For Profit

Civil Society is a driving force in the Energy Transition towards more sustainable outcomes. ETA seeks to carry out research and advise the Not For Profit sector on key financial issues such as carbon risk, cleaner energy trends and policy.

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For Profit

The Energy Transition will be one of the most significant economic and infrastructure trends in the next 50 years. Ranging from Mining , Utility, Manufacturing and Finance industries there will be major financial implications. ETA is positioned to carry out research and advise on these.

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Our Mission

Our Mission

Not For Profit

Not For Profit

For Profit

For Profit

Latest Research

Mark Fulton, Senior Research Advisor to Carbon Tracker, presents the key high level findings of the report launched on 25th November in London:

Carbon Supply Cost Curves: Stressed at 2 Degrees

Highlights:

  • $2.2 trillion of capex through 2025 associated with unneeded fossil fuel supply, which through 2035 equates to 156 GtCO2 of emissions
  • No new thermal coal mines needed through 2035
  • 1/3rd of potential oil supply from new projects is unneeded
  • 1/4th of potential gas supply from new projects is unneeded
  • 90% of unneeded fossil fuel capex tied to oil and gas
  • Risks to private-sector oil and gas, with listed and partly-listed companies owning 2/3rds of capex and carbon associated with unneeded oil and gas production
  • “High-cost carbon traps” that include Canadian oil sands, Arctic oil and gas (US, Russia, Canada), deep/ultra-deep water oil and gas (e.g. Mexico and Brazil) and LNG projects (e.g. Qatar, Australia, and Indonesia)
  • High state ownership of unneeded thermal coal supply, in India and China. Listed exposure to US and seaborne
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