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 […]

January 6, 2017 Read More →
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 […]

November 17, 2016 Read More →
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. […]

November 5, 2016 Read More →

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 […]

October 17, 2016 Read More →
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 […]

March 3, 2016 Read More →
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)

December 18, 2015 Read More →
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 […]

and November 27, 2015 Read More →
Past Peak Coal in China

Past Peak Coal in China

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

November 15, 2015 Read More →
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 […]

January 14, 2015 Read More →
Briefing note: The Outlook for Financing for Australia’s Galilee Basin Coal Proposals

Briefing note: The Outlook for Financing for Australia’s Galilee Basin Coal Proposals

Briefing note: The outlook for financing for Australia’s Galilee Basin coal proposals By: Tom Sanzillo, IEEFA Director of Finance

October 22, 2014 Read More →

More News and Commentary

Dubai, Abu Dhabi, China, U.S., Lead 2Q Surge in Renewables Investments

Bloomberg New Energy Finance Week in Review: The second quarter of 2017 saw $64.8 billion invested in clean energy around the world, up 21 percent from the first quarter and the highest since 2Q 2016. The financing of two big photovoltaic projects in the United Arab Emirates with a combined value of around $2 billion […]

July 18, 2017 Read More →

Chinese Investment in Pakistan’s Budding Wind Industry Is Showing Returns

Thomson Reuters Foundation: Pakistan is beginning to reap the benefits of Chinese investment in renewable energy infrastructure, with the opening of the first wind power project constructed as part of the huge China-Pakistan Economic Corridor, aimed at overhauling the country’s transport and energy systems. The nearly 50 megawatt wind farm is located on over 680 […]

July 17, 2017 Read More →

Decisions to Curb Coal Use in South Korea, Japan and Taiwan Will Have Profound Effects on Australian Coal Export Market

Michael Slezak in the Guardian: As Australia mulls the building of its biggest-ever export thermal coal mine, its biggest foreign buyers look set to reduce their consumption, driving down the price of Australian coal, and the profitability of its mines. Japan, South Korea and Taiwan together buy about 30% of the world’s exported thermal coal, including 70% […]

July 12, 2017 Read More →

A Panda-Shaped Solar Farm in China Teaches Children About Green Energy

Mercedes Poole in Senegal Actu: This panda is not made of flesh and bone. Meanwhile, the first panda solar farm is delivering power to a grid in northwestern China, according to Science Alert. The first phase of the solar power station, which covers a total area of 248 acres, was connected to the grid on June 29 near the northern city […]

July 10, 2017 Read More →

To Transform Electric Sector, India Must Modernize the Grid

  Vishal Gulati  in SME Times: India’s power grid needs to be upgraded if the plan to sharply step up power from renewable energy is to be successful, an energy expert has said. “The now-outdated grid interface needs to be modernised into a smart grid capable of handling the ever-greater share of generation to come […]

July 7, 2017 Read More →

On the Blogs: U.S. Isolationism on Energy Policy Is a Gift to China

Quartz.com: There’s nothing soft and fuzzy about China’s green-energy strategy; like in everything they do, they mean business. With the cost of building large-scale solar plants dropping by as much as 40% since 2010, it makes economic sense for it to phase out coal burning and increase solar production capacity fivefold, adding another 1,000 major […]

June 29, 2017 Read More →

‘Don’t Fight China, the Federal Reserve of Coal’

Wall Street Journal: Imagine you live in a village where one very large and powerful family both farms and eats half of the grain, and has massive tracts of unused, fertile land. Is the grain business one you would want to get into? This is roughly the situation the world’s coal producers find themselves in […]

June 29, 2017 Read More →

Coal’s Recent Rise Isn’t Likely to Last

Associated Press: The world’s biggest coal users – China, the United States and India – have boosted coal mining in 2017, in an abrupt departure from last year’s record global decline for the heavily polluting fuel and a setback to efforts to rein in climate change emissions. Mining data reviewed by The Associated Press show […]

June 26, 2017 Read More →

Amid ‘Renewables Frenzy,’ Asia to Reach Peak Coal by 2024

Global Trade Review: Asia will reach peak coal in 2024, with a rapid increase in renewable energy investment set to meet the continent’s growing power needs. By 2040, there will be US$10.2tn invested in new power generation capacity worldwide, of which US$4.8tn will be in Asia, data from the New Energy Outlook 2017 report from […]

June 22, 2017 Read More →

Analysis: Asian Coal-Fired Generation in ‘Existential Fight’

Reuters: When it comes to electrifying Asia the conventional wisdom has been that cheap beats green, meaning coal will continue to dominate the region’s new power generation as renewables such as solar and wind can’t compete. However, there are increasing signs that this may not be the case any more, at least not in every […]

June 13, 2017 Read More →