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In-depth, timely, company-level analysis.

Global Climate Insights provides investors with company-level climate transition analysis to support them in finding long-term value in a zero emissions economy.

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Reports

 
Update: Shell emissions forecast
By Shu Ling Liauw, Lead Analyst | Dimitri Lafleur, Carbon Analyst | Rohan Bowater, Analyst | Marina Lou, Climate Communications
Shell’s recent performance indicates it is right-sizing its oil and gas business but not yet transitioning customers to alternatives.
Oil and Gas Sector: 2022 Climate Transition
By Shu Ling Liauw, Lead Analyst | Rohan Bowater, Analyst | Marina Lou, Climate Communications | Dimitri Lafleur, Carbon Analyst
We assess how major oil and gas companies are decarbonising and compare their current climate plans.
Initiation of coverage: BP
By Shu Ling Liauw, Lead Analyst | Rohan Bowater, Analyst | Marina Lou, Climate Communications | Dimitri Lafleur, Carbon Analyst
BP’s transition strategy, it’s not what you think

Sasol (SOL): Climate Vote

9th November 2021
Sasol (SOL): Climate Vote
By Dimitri Lafleur, Carbon Analyst | Rohan Bowater, Analyst | Shu Ling Liauw, Lead Analyst | Marina Lou, Climate Communications
Global Climate Insights reviews Sasol’s (SOL) climate transition plan ahead of the vote at its upcoming AGM.
Sasol in pursuit of a lifeline for Secunda
By Shu Ling Liauw, Lead Analyst | Rohan Bowater, Analyst | Marina Lou, Climate Communications | Dimitri Lafleur, Carbon Analyst
Global Climate Insights reviews Sasol’s (SOL) 2030 and 2050 net zero emissions ambition and decarbonisation strategy.