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August 2014

China's Financial Markets: The Risks and Opportunities of Stranded Assets

Smith School of Enterprise and the Environment (SSEE), University of Oxford, Inquiry into the Design of a Sustainable Financial System (UN Environment Inquiry)
Over the course of the last two decades, the issues surrounding technological innovation, investor behaviour, and business resilience have become magnified in the context of environmental change. This has helped to bring forward the issue of stranded assets as a sustainability concern beyond regulatory action on competition policy. This paper, produced to help inform an International Institute for Sustainable Development (IISD) and UNEP Inquiry collaboration with policymakers in China, examines the risks and opportunities associated with stranded assets, provides five international case studies, and identifies how these issues might be relevant to Chinese policy makers.
October 2017

Dead on Arrival?: Implicit Stranded Assets in Leading IAM Scenarios

Institute for New Economic Thinking (INET), Smith School of Enterprise and the Environment (SSEE), Inter-American Development Bank (IDB), GGKP Annual Conference
While it is acknowledged that asset stranding could jeopardize the political feasibility of climate policies, the amount of stranded assets is rarely made explicit in most decarbonization pathways. This paper introduces a novel method that extracts, for every given energy sector transition scenario, the implicit amount of new power generation capacity that is added every year, and the required amount of stranding if this scenario is to be in line with its projected generation mix.
September 2018

India's stranded assets: How government interventions are propping up coal power

Overseas Development Institute (ODI)
This resource develops a broad framework for understanding the links between government interventions and the wider drivers of asset stranding and applies this to India’s coal power sector as a first case study.
April 2019

India's Energy Transition: Stranded coal power assets, workers, and energy subsidies

International Institute for Sustainable Development (IISD)
This report looks at why such a large share of coal power is struggling today and the drivers—including subsidies—that may cause similar crises in the future. In light of this, it sets out some broad proposals on the topic of “just transition,” which encourages governments to recognize stranded workers and communities as much as stranded private or public assets.
October 2020

Raising the Cost of Climate Action? Investor-State Dispute Settlement and Compensation for Stranded Fossil Fuel Assets

International Institute for Environment and Development (IIED)
This report develops a framework for assessing the extent to which energy transition measures could result in ISDS claims; explores the extent to which treaties with ISDS protect foreign-owned coal plants worldwide, and provides policy recommendations to help states preserve their ability to facilitate the low-carbon energy transition.
11 April 2019
Online

RFF-CMCC-EIEE Webinar - Asset Prices and Climate Policy

Centro Euro-Mediterraneo sui Cambiamenti Climatici (CMCC)
On 11 April 2019 (12:00 PM CET) the Centro Euro-Mediterraneo Center on Climate Change (CMCC) is holding a webinar on "Asset Prices and Climate Policy".
9 November 2017

Research highlights from the Fifth GGKP Annual Conference - Q&A with Alexander Pfeiffer

Alexander Pfeiffer
"Stranded (carbon) assets are highly relevant to discussions on sustainable infrastructure. Any investment in infrastructure that does not consider future developments such as decarbonization will risk becoming stranded and hence a liability to investors," says Alexander Pfeiffer, PhD candidate at the School of Geography and the Environment at the University of Oxford.
26 August 2020
Online

Pipelines to nowhere? Quantifying the potential for stranded fossil fuel infrastructure in North America

Responsible Investor
On August 26 at 5pm (CEST) Responsible Investor will be hosting a webinar on risk analysis for investors in Canada's crude oil pipeline network and debate larger stranded assets implications for investors in North American fossil fuel infrastructure.
June 2020

Decline and Fall: The Size & Vulnerability of the Fossil Fuel System

Carbon Tracker has been writing for many years about which areas are most at risk from the energy transition. They have focused on different areas of supply and demand for existing and new assets, over separate timescales, and the conclusions of that analysis are incorporated into this report.
March 2020

Low-carbon transition risks for finance

SOAS University of London
In the absence of a unified framework of the interaction of real and financial aspects of the transition, one set of studies conceptualises and quantifies asset stranding and other transition costs in declining industries, and a separate literature estimates the potential impact of these transition costs on the financial system. Combining these two research strands and modelling the feedback of financial distress on the real economy will require more research. This working paper classify and review the types of risks and impacts such a combination will likely have to consider.

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