Author Archive: Simon Nicholas

Energy Finance Analyst Simon Nicholas, a fellow of the Institute of Chartered Accountants of England and Wales. Nicholas joined the IEEFA team in July 2016, after 16 years’ experience within the finance industry at ABN Amro, Macquarie Group and Commonwealth Bank of Australia in both Sydney and London. His work with IEEFA focuses on Australian coal exports and associated infrastructure investments and their growing stranded-asset risks, as well as tracking the transformations under way in the key electricity markets of China, India and Bangladesh.

IEEFA Report: A Renewables Path to Japanese Energy Security in a Post-Nuclear Era

IEEFA Report: A Renewables Path to Japanese Energy Security in a Post-Nuclear Era

Eliminating High-Risk Dependence on Imported Fuels; Exploiting Domestic Technology Advantages; Avoiding Stranded Assets in Misguided Coal Projects

We’ve just published a report that details how Japan’s post-nuclear electricity-generation economy can be viably retooled around renewable energy. Our report—“Japan: Greater Energy Security Through Renewables: Electricity Transformation in a Post-Nuclear Economy”—emphasizes the potential for national energy security through renewables, most especially wind and solar. This report documents how government policies adopted in the wake […]

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IEEFA Update: Adani Has Gone Quiet on Its Australia Coal Mega-Project

Developer Lacks the Capacity to Go Forward on Carmichael

The latest quarterly financial report from Adani Enterprises Ltd. is illuminating in no small part for what it does not say. Adani is the company that for years has championed construction of the proposed Carmichael project in Australia, a multi-billion-dollar undertaking that would purport to supply coal to India. Yet the project gets no acknowledgement […]

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IEEFA Asia: More Bad Numbers for Adani; a Renewables Merger in India; Change of Note in China

IEEFA Asia: More Bad Numbers for Adani; a Renewables Merger in India; Change of Note in China

Why a Massive Proposed Coal Project Remains Unbankable

Adani Power Ltd reports another net loss—of US$48 million—in the three months through December. This puts the company as the proposed cornerstone customer in a plan to build the massive Adani Enterprises Carmichael coal project in Queensland on track for its fifth year of enormous losses since FY2012. The latest numbers highlight the strategic weakness of […]

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IEEFA Asia: A Better Way Forward for Electrification in Bangladesh

IEEFA Asia: A Better Way Forward for Electrification in Bangladesh

We See a Viable and Sensible Renewables Path to Rapid Eradication of Energy Poverty and to Improvements in Health and Education

We’ve just published a report that outlines a highly feasible and more cost-effective alternative to expand electrification in Bangladesh than what the Bangladesh government has in mind. Our blueprint—“Bangladesh Electricity Transition: A Diverse, Secure and Deflationary Way Forward”—outlines an expansion that would be cheaper, cleaner and provide more national energy security. Our research models an […]

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IEEFA Asia: International Investors Are Buying Into India Renewables Boom

IEEFA Asia: International Investors Are Buying Into India Renewables Boom

Capital Market Transactions and Consolidation Mark an Emerging Maturity Across the Sector

India requires global financial support to manage the capital-intensive nature of renewable energy infrastructure development. In order to sustain the Indian Government’s bold renewable energy deployment targets, more such support is needed. Indications are this is exactly what’s happening. Political support for developing 175GW of renewable energy generation capacity, including 100GW from solar and 60GW […]

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