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Delays of LNG terminals in the Philippines reflect supply and cost uncertainties
LNG imports won’t alleviate high power prices in the Philippines
September 23, 2022
Sam Reynolds
Analysis
PREPA’s proposed debt plan creates billion-dollar gap in funds to fix the grid
The current plan to refinance PREPA’s $8+ billion in old debt will also leave a large capital cost to complete the grid unfunded, creating a debt burden that precludes the utility from borrowing in the future
February 10, 2023
Tom Sanzillo
Analysis
Why the government must break eastern Australia’s gas cartel
Eastern Australia is swimming in gas, with production trebling since 2014. We have enough gas to oversupply the domestic market and meet the export contracts with 167 petajoules, equivalent to 29% of the domestic market, to spare. …
August 15, 2022
Bruce Robertson
Analysis
ExxonMobil: Permian leader or just another fracker?
Analysis of Permian oil production raises troubling questions about ExxonMobil’s investor disclosures
June 10, 2021
Clark Williams-Derry, Tom Sanzillo
Report
Renewable energy financing landscape in India
As India's renewable energy sector growth continues to outpace all other global economies, the Budget announcement on issuing green bonds - which are among the most widely used instruments for funding green infrastructure - will massively…
February 03, 2022
Ankur Saboo, Shantanu Srivastava
Report
Private equity investments, climate change and fossil-free portfolios
As part of a portfolio-wide divestment strategy, reducing private equity investments in fossil fuels is fiduciarily sound.
March 01, 2023
Tom Sanzillo
Analysis
Why external review of price-setting mechanism for plastic resins is warranted
Despite its growing importance to the U.S. economy, the nation’s plastics industry remains a heavily concentrated sector with an unregulated price-setting mechanism.
October 01, 2021
Tom Sanzillo, Suzanne Mattei
Report
Latest Puerto Rico plan for electric grid is a step in the wrong direction
The Puerto Rico electric grid plan approved by the Financial Oversight and Management Board is a step in the wrong direction
July 14, 2022
Tom Sanzillo
Analysis
Formosa's Louisiana project: Wrong products, wrong time
Formosa's Louisiana Project: Wrong Products, Wrong Time, Wrong Place, Wrong Finances
March 23, 2021
Tom Sanzillo, Suzanne Mattei
Report
Holy grail of carbon capture continues to elude coal industry
Coal plants without CCS are having an increasingly difficult time competing with wind and solar resources.
November 01, 2018
David Schlissel, Dennis Wamsted
Report
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