TRANSITION ANALYSIS
About Transition Analysis
Transition Analysis examines how companies and institutional investors are responding to technology- and policy-driven changes in the energy system, and the implications for strategic investment decisions, portfolio construction and long-term value creation.
The analysis is both quantitative and qualitative, drawing on extensive engagement with investors, companies and other financial market participants to provide an independent perspective on the threats and opportunities presented by the transition.
The work is intended for investment professionals and analysts, including those working in sustainability, stewardship and responsible investment, who assess corporate transitions and climate-related financial risk.
About Mike Coffin
Mike Coffin is Principal at Transition Analysis. Previously he was Head of Oil, Gas and Mining at Carbon Tracker, and most recently served as Vice President and Head of Long-term Energy Analysis at Energy Aspects. Earlier in his career, he worked as a geologist at bp, assessing global exploration and development projects.
Mike holds an MSci in Natural Sciences from the University of Cambridge, is a Chartered Geologist and has passed CFA Level I.
Transition Analysis is an independent research organisation providing research and analysis for information and discussion purposes only. The information provided is not investment or other professional advice and should not be relied upon when making investment or commercial decisions. While reasonable care has been taken in the preparation of this website and its publications, and the information contained has been compiled from sources believed to be reliable and in good faith, no representation or warranty is made as to its accuracy or completeness. Transition Analysis accepts no liability for any loss arising from the use of the information provided.