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IEEFA Update: The Emperor Isn’t Wearing Very Much

IEEFA Update: The Emperor Isn’t Wearing Very Much

A Report to Heed: ‘Why Investors Should Treat Oil Company Energy Forecasts With Caution’ (and Perhaps ExxonMobil’s With the Most Caution)

The energy sector is going through a time of unprecedented change, and investors should take heed. We publish often on the sweep and pace of this shift in our ongoing analysis of the U.S. coal industry; our research on oil majors like Exxon; our work on public policy from Puerto Rico to Norway; our commentary […]

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On the Blogs: India’s Renewables Surge Continues

SunWindEnergy.com: Tim Buckley, a Director at the Institute for Energy Economics and Financial Analysis, said “Goyal has put forward an energy plan that is commercially viable and commercially justified without subsidies, so you have big global corporations and utilities committing to it.” Vinjay Rustag, Managing Director of Bridge to India, said “When you talk to […]

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China, Capitalizing on Renewables, Takes Global Energy Investment Lead Over U.S.

Financial Times: China turbocharged its lending to overseas energy projects last year, burnishing the attraction of its “infrastructure diplomacy” to the developing world and reinforcing its position as the dominant supplier of global development finance as Donald Trump draws back on such US funding abroad. A new database, published on Tuesday by Boston University’s Global […]

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A Coal-to-Renewables Shift Picks Up Across Asia

The Economist: The Hazelwood power station in Australia’s state of Victoria started generating electricity 52 years ago. The stark symbol of an era when coal was king, Hazelwood was one of Australia’s dirtiest: its fuel was the Latrobe valley’s brown coal, a bigger polluter than the black sort. The station was due finally to close […]

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IEEFA Update: Japan Is Investing Heavily in Overseas Renewables
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IEEFA Update: Japan Is Investing Heavily in Overseas Renewables

Momentum Spreads From Domestic to Foreign Activity

Among one of the key points we made in a report we published last week on Japan’s post-nuclear energy economy is how Japanese energy-investment capital is being pulled inextricably now toward overseas renewable-energy projects. It’s a wrinkle worth repeating. Our report—“Japan: Greater Energy Security Through Renewables – Electricity Transformation in a Post-Nuclear Economy”—details how the […]

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IEEFA Conference: China and India Are at the Vanguard of the Global Electricity-Generation Transition

IEEFA Conference: China and India Are at the Vanguard of the Global Electricity-Generation Transition

The World’s Two Most Populous Countries Are Embracing Renewables

China’s declining reliance on coal will very likely continue as a result of central-government policies aimed at expanding the country’s move toward cleaner fuels. Panelists at IEEFA’s Energy Finance 2017 conference in New York today said financiers and energy companies alike will be encouraged to keep coal-fired electricity generation from growing—and indeed to push its […]

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China Coal Usage Continues to Drop

DaijiWorld.com: The consumption of coal in China is on the decline, despite economic growth, showing the country is making efforts to combat climate change. The 2016 Statistical Communiqué on Economic and Social Development released by China’s National Bureau of Statistics last week, said China’s electricity sector transformation continued over 2016. With coal consumption down 4.7 […]

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China Steps Into the Renewable-Energy Lead

Phys.org: “The Chinese leadership has stated clearly that its climate commitments are in China’s national interests and that it does not intend to change course, whatever the United States may do,” said David Sandalow, director of the U.S.-China Energy & Climate program at Columbia University’s Center on Global Energy Policy. “That has already raised China’s […]

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Taiwan Moves to Drop Nuclear Energy in Favor of Renewables and Natural Gas

From Bloomberg New Energy Finance: Taiwan’s new government led by President Tsai Ing-wen pushed through legislation, in January 2017, to make the island state free of nuclear power. All nuclear generation is to stop by 2025, and will be replaced partly by renewable energy and partly by gas-fired plants. “We would like to move away […]

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IEEFA India: A Momentous Solar Event

Signs of a Fundamental Market Shift; Implications for Emerging Markets Everywhere

A matter of hours after we commented this week on a record low bid for solar project development in India, that record fell again. The three winning bids for the 750MW auction, by Mahindra Renewables, Acme Solar, and Solenergi Power, came in at below Rs2.97-Rs2.979/kWh. Bidding opened at Rs3.59-3.64/kWh. The results, for rights to develop […]

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