An article in The Guardian states:
Solar power and clean cars are ‘gamechangers’ consistently underestimated by big energy, says Imperial College and Carbon Tracker report. […]
Big energy companies are seriously underestimating the low-carbon transition by sticking to their “business as usual” scenarios which expect continued growth of fossil fuels, and could see their assets “stranded”, the study claims.
They are seeing a worldwide halt in growth in demand for oil and coal by 2020.