Full Title: Carbon supply cost curves: Evaluating financial risk to oil capital expenditures
Author(s): N/A
Publisher(s): Carbon Tracker Initiative
Publication Date: 5/2014


This analysis assists investors to continue their engagement with companies over carbon asset risk. It introduces the concept of a carbon supply cost curve to global oil projects – highlighting that many make neither financial or carbon sense when stress-tested against demand, price and emissions scenarios.  We intend to follow up this oil sector overview with more detailed company-specific information, moving on to analyse global coal assets and then gas.