Stranded assets are turning up on balance sheets everywhere. And Mark Campanale saw the climate risk before anyone else did.

As founder of Carbon Tracker, Mark helped expose how fossil fuel companies are valued on the assumption they’ll burn over $100 trillion worth of reserves… reserves that science says must largely stay in the ground.

His team’s “Unburnable Carbon” report landed on desks at JP Morgan, BlackRock, and the Vatican, and kickstarted the global divestment movement.

In this episode, he explains why most investors still underestimate climate risk, how outdated climate reporting and disclosure rules keep that risk hidden, and what it will take to shift capital at scale.

We discuss:

• How Carbon Tracker flags company-level risk using environmental metrics
• Why shareholder stewardship must focus on production plans, not pledges
• What good looks like for fossil fuel companies under a 1.5°C scenario

This is a conversation about financial blind spots and the tools to fix them. Listen in.

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Additional Resources:
Mark Campanale LinkedIn

Mark Campanale Twitter/X

Carbon Tracker Initiative

Planet Tracker