China

IEEFA Research

IEEFA Report: China Set to Dominate U.S. in Global Renewables Boom; $32 Billion in Overseas Investments in 2016 Alone

World’s 2nd-Biggest Economy Is Bankrolling Far More Projects, and in More Countries; Gap Will Widen If Trump Administration Delivers on Policy Intentions; ‘Clean Energy Isn’t a Sector to Turn Away From’

Jan 6, 2017 (IEEFA.org) – China will likely expand its dominance of the booming global renewable- and clean-energy industries as new American energy policies come into play, concludes a report published today by the Institute for Energy Economics and Financial Analysis (IEEFA). “The change in leadership in the U.S. is likely to widen China’s global […]

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IEEFA Update: IEA, Still Behind the Curve, Nonetheless Indicates Rising Stranded-Asset Risk in Fossil-Fuel Holdings

IEEFA Update: IEA, Still Behind the Curve, Nonetheless Indicates Rising Stranded-Asset Risk in Fossil-Fuel Holdings

A Not-So-Distant Future in Which Thermal-Fired Electricity Generation Declines Precipitously

The International Energy Agency, out with its annual energy-markets forecast, “World Energy Outlook 2016,” remains behind the curve but not as far behind as it was. A history of IEA underestimation of technology change has been partially remedied in this new report, but the agency’s solar and wind forecasts can at best be described still […]

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IEEFA Report: Three Timely Takeaways on 2016 Global Energy Transformation

IEEFA Report: Three Timely Takeaways on 2016 Global Energy Transformation

An Acceleration to Renewables, Faster-Than-Expected Shifts Regionally and Nationally, Growing Risk for Investors Who Lag Behind

Three notable takeaways emerge from the rapid transformation of the global energy economy, as we detail in a new paper we published today as the landmark Paris Agreement officially goes into effect. The global transition to renewables is accelerating. Change is happening faster than expected. Those left behind in this transition face growing financial risk. […]

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IEEFA Global: A $51 Billion Gap (and a $51 Billion Opportunity) in BRICS Nations’ Renewable Energy Development

How to Meet the Goal? Through "Blended Finance" Where Public Funds Unleash Private Money

Here, in one chart, is an IEEFA picture worth a thousand words. While some $130 billion was invested last year in renewable-energy development in the BRICS countries—Brazil, Russia, India, China, and South Africa—billions more are required if these countries are to meet their commitments to climate-change mitigation policies. The four countries, in all, have announced […]

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Coal Won’t Solve the Energy Poverty Problem

Coal Won’t Solve the Energy Poverty Problem

Times Have Changed; Old Electricity-Generation Models Don’t Work Anymore

Coal-fired electricity is no longer the economy builder its proponents say it is. Time was when coal in fact did contribute to growth in many economies, but times have changed. Today governments and private interests worldwide concede—even emphasize—the economic and environmental dysfunction of coal. We’ve just published an IEEFA Briefing Note (“Energy Poverty, Then and […]

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Report: Wollongong Coal Ltd’s Russell Vale Coal Mine A Likely Stranded Asset

Report: Wollongong Coal Ltd’s Russell Vale Coal Mine A Likely Stranded Asset

Wollongong Coal Ltd’s Russell Vale Coal Mine A Likely Stranded Asset (pdf)

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Eight (8) Signs Now Is the Time to Invest in Energy Transformation

Eight (8) Signs Now Is the Time to Invest in Energy Transformation

Rapid Change Is Already Being Driven by New Policies and the Shifting Sands of Finance

Evidence continues to mount that the world is beyond peak coal consumption and that its appetite for thermal coal is waning. This trend has gathered remarkable momentum in 2015, as seen in sharp consumption declines in key coal markets. We’ve published a report today that explores recent developments around the world: “Carpe Diem: Eight Signs […]

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Past Peak Coal in China

Past Peak Coal in China

Past Peak Coal in China, Nov 2015  Chinese translation of press release (pdf)

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Global Energy Markets Transition Drives Thermal Coal Into Structural Decline

Global Energy Markets Transition Drives Thermal Coal Into Structural Decline

New Research by IEEFA Sees Slowing Demand for Coal and Rapidly Rising Investment in Renewables CLEVELAND, Jan. 14, 2015 (IEEFA.org) — Rapid expansion of renewable energy combined with weakening electricity demand are driving a structural decline in seaborne thermal coal markets, according to a new briefing released today by the Institute for Energy Economics and […]

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Publications Concerning Lanco Infratech

Publications Concerning Lanco Infratech

This publication is being reviewed by the company.  Please do not rely on the previous report, pending that review.  The report will be republished, incorporating any any necessary feedback or corrections, in 2015.

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More News and Commentary

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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Last Coal-Fired Plant in Beijing Closes

AFP: The last large coal-fired power plant in Beijing has suspended operations, with the city’s electricity now generated by natural gas, the state news agency reported as smog enveloped the Chinese capital this weekend. The shuttering of the Huangneng Beijing Thermal Power Plant comes on the heels of China’s annual legislative sessions, where Premier Li […]

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Global Rate of New Coal-Plant Construction Drops

Associated Press: Led by cutbacks in China and India, construction of new coal-fired power plants is falling worldwide, improving chances climate goals can be met despite earlier pessimism, three environmental groups said Wednesday. A joint report by the groups CoalSwarm, the Sierra Club and Greenpeace follows a warning this week by two international agencies that […]

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Pipeline for Coal-Fired Plants Is in ‘Freefall’

The Guardian: The dramatic decline in new coal-fired units was overwhelmingly due to policy shifts in China and India and subsequent declining investment prospects, according to a report by Greenpeace, the US-based Sierra Club and research network CoalSwarm. The report said the amount of new capacity starting construction was down 62% in 2016 on the […]

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On the Blogs: The Evolution of Solar-Power Finance Mechanisms Across Emerging Economies

Power-Technology.com: Solar power, along with onshore and offshore wind, is one of the most mature and promising renewable energy sources available. And because solar photovoltaic (PV) panels work well in small off-grid applications as well as medium-sized and larger projects, it is also particularly well-suited to the decarbonisation efforts of developing countries, many of which […]

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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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IEEFA Update: Global Energy-Finance Transition Gains Steam

Electricity-Generation Technologies of the Past Century Are Growing Increasingly Unappealing to Investors

[Editor’s note: This column is taken from a speech last month to the Australian Senate on its inquiry into the retirement of coal-fired power stations] Good afternoon and thank you for allowing me the opportunity to speak on the critically important topic of Australian coal-fired power station retirements, particularly as it relates to energy system […]

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