Author Archive: Tim Buckley

Director of Energy Finance Studies, Australasia, Tim Buckley has 25 years of financial markets experience, specializing in equity valuation, including as a top-rated analyst and as co-founder and managing director of Arkx Investment Management.

IEEFA Update: India Is Becoming a Transition Force on Par With China and Western Europe

Exporting Electricity and Infrastructure Development to Markets in Bangladesh, Bhutan, Myanmar and Nepal

India’s electricity-generation market is changing fast, pushed by sustained deflation in renewable energy tariffs, technological advances in the wind and solar sectors, the availability of lower-cost financing, an acceleration in wind- and solar-tender activity, and a national political desire to abide by the Paris climate agreement. One indication of change: In 2017, tariffs for both […]

IEEFA Update: A Lobbyist With Coal-Colored Glasses Can’t See the End Game

IEEFA Update: A Lobbyist With Coal-Colored Glasses Can’t See the End Game

An Open Letter in Response to a Misguided Op-Ed in the Australian Financial Review

Dear Editor: On behalf of the Institute for Energy Economics and Finance Analysis (IEEFA), I write to highlight some key factual errors and omissions in what we consider to be an extraordinarily disingenuous op-ed that your publication carried recently. It is telling that the piece is credited to Frontier Economics, a coal lobbyist working for […]

March 1, 2018 Read More →
IEEFA Update: A Tipping Point Is Coming, and Fast

IEEFA Update: A Tipping Point Is Coming, and Fast

Trends Build Globally Toward More Uptake of Renewables

We’ve just posted a research brief explaining through a telling combination of charts (and some written analysis) how the fast-growing uptake of wind and solar around the world continues to shape electricity-generation trends. The phenomenon is unfolding across diverse groups of markets that include ones in Latin America, the Middle East, and the U.S. We […]

and February 21, 2018 Read More →

IEEFA Update: Adani Stumbles Toward the Last-Chance Saloon

Denied by Its Erstwhile Enablers, an Indian Mining Giant in Australia Is Desperate for Help

The prospect in the New Year for Adani’s proposed Carmichael coal-mine proposal has taken a bleaker-than-ever bent. Following the Queensland government’s veto of the proposed A$1 billion government loan subsidy and after multiple Chinese banks ruled out funding the project, more nails have been driven into the project’s coffin. A month ago yesterday, Downer EDI, […]

IEEFA Update: One More Strike Against Adani’s Plans in Australia—India’s Two Largest Import-Coal Plants are in Severe Financial Distress

As Price of Renewables Goes Down, the Case for Import Coal Becomes Less and Less Viable

New developments in both the political and energy scene in India are increasing the possibility that Adani would be unable to export coal to India if it builds its proposed Carmichael mine in Australia’s Galilee Basin. India’s two largest import-coal power plants – Adani Power’s 4.6 GW Mundra plant and Tata Power’s own 4.0 GW […]

IEEFA Australia: More Wheels Fall Off the Adani Mega-Mine Train

Investors and Government Officials Distance Themselves From High-Risk Project

The Adani Group has bounced back time and again with its troubled Carmichael mine proposal, but a run of freshly negative news now puts the project in real doubt. Today the Downer Group, an Australian engineering and infrastructure firm, announced it had relinquished an A$2 billion non-binding letter of award on the project it issued […]

December 18, 2017 Read More →
IEEFA Asia: Price Increase Highlights Growing Risk to Coal-Import Economies

IEEFA Asia: Price Increase Highlights Growing Risk to Coal-Import Economies

Outdated Policy in Japan, the Philippines, South Korea, Thailand, and Vietnam

The rise in the international spot price of thermal coal over the past 12 months may have put smiles on the faces of a handful of coal-exporter CEOs, but for importing nations that include Japan, the Philippines, Thailand, South Korea, and Vietnam, the trend risks putting a multibillion-dollar dent in current accounts. Since the beginning […]

November 17, 2017 Read More →

IEEFA Asia: As India Moves, Europe Follows

Low-Carbon Technology Is Where the Smart Money Is Going

As world energy markets transform at an unprecedented rate, India is at the forefront of the shift toward a profitable renewables industry, especially given how the country’s solar belt has the potential to supply 749 gigawatts (GW) of power generation. As shown in a report we published earlier this month, accelerating this trend will allow […]

October 17, 2017 Read More →

IEEFA Australia: Adani Is in Scramble Mode

The Race to a Taxpayer-Funded Close Is On

As Adani gears up its political and media machine in a play to make it look like its proposed Carmichael mine in the Galilee Basin of Queensland is a go, it has a lot on the line. Much of its push for the project now is ego-driven—the company has invested enormous political capital in Carmichael, […]

September 8, 2017 Read More →

IEEFA Latin America: In Asian Electric-Vehicle Boom, an Energy-Security Moment for Chile

An Opening to Become a Vital Natural Resource Provider and Build a Lithium Processing Industry Too

[Editor’s note: This is an excerpt of an interview with Latin America Advisor.] The Chilean government has identified seven companies that it wants to develop value-added lithium projects, state development agency CORFO (Production Development Corporation) said. Chile is part of South America’s “lithium triangle,” which contains more than half the known global reserves of the […]

August 25, 2017 Read More →