Energy Transition Trackers
Mitigating Risks and Capturing Opportunities of a Changing Climate
Why Pay Attention to the Energy Transition?
The energy transition is reshaping industries and redefining the energy sector. For investors, the challenge lies in understanding whether the capital market prices are reflecting the transition to a low carbon economy and whether companies are realizing financial value from their strategic shifts.
To help investors make these assessments, FFI Solutions has developed the Energy Transition Trackers — hypothetical strategies designed to monitor whether capital markets are pricing the energy transition at both a macro and fundamental level.
Oil & Gas Trackers
FFI assesses the financial and strategic positioning of oil and gas companies along the energy transition spectrum using proprietary transition metrics that identify:
- Leaders making ambitious low-carbon commitments and investments, and
- Laggards relying on primarily on traditional hydrocarbon strategies
We have established separate trackers for integrated companies and independent E&Ps.
Integrated Oil & Gas
Q1 2025 Overview
The Integrated Laggards portfolio continues to lead the Integrated Leaders portfolio and has so since inception. The Leaders had results of +5.3% for the first quarter of 2025. The Laggards had results of +1.6% for the first quarter of 2025.
Exploration & Production
Q1 2025 Overview
The Exploration & Production Leaders have outperformed the Laggards since inception. The Leaders have greater production and reserves in natural gas (versus oil). The E&P Leaders portfolio produced results of -4.8% for the first quarter of 2025. The E&P Laggards portfolio had results of -10.3% for the first quarter of 2025.
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