CarbonTracker may have identified a "new class of toxic assets": The Actuary.

Anthony Day in The Actuary: Take an organisation with £100bn 
in assets. Now suppose that there are compelling reasons why only 20% of those assets can ever be utilised. What are those assets truly worth? This is the basic question behind the Carbon Tracker Initiative’s report, ‘Unburnable Carbon’…..With business as usual taking us over the 2ºC threshold in only 16 years, we are coming very close to the wire. Maybe we have identified a new class of toxic assets. Maybe this time someone will recognise the danger before it’s too late.”