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

China Solar Surge: 80% Increase Seen

Bloomberg News: China, the world’s biggest carbon emitter, is poised to install a record amount of solar-power capacity this year, prompting researchers to boost forecasts as much as 80 percent. About 54 gigawatts will be put in place this year, Bloomberg New Energy Finance said Monday, raising a forecast of more than 30 gigawatts made […]

November 21, 2017 Read More →

U.S. Energy Policy Under Trump Puts China in Charge

Vice: When people look back at Donald Trump’s first year as president, they’re likely to be perplexed by his actions on climate change. They will see an administration that put climate deniers in senior government positions during a year of record-breaking natural disasters, did everything it could to save a dying coal industry as jobs […]

November 7, 2017 Read More →

IEEFA Update: Beijing May Intercede to Save Adani’s Australian Coal Project

A Deal May in the Works With China Machinery Engineering Corp., the Export-Import Bank of China and the China Construction Bank

Struggling to secure financing for is Carmichael mine-and-coal project, Adani is now exploring the possibility of sponsorship by Chinese state-owned enterprises. According to various sources, the state-owned China Machinery Engineering Corporation (CMEC) appears to be the leading contender for engineering, procurement and construction contracts for key parts of the proposed Carmichael mine and/or rail projects. […]

November 3, 2017 Read More →

Indian Company Seeks Chinese Backing for Mega Mine in Australia

Reuters: Indian conglomerate Adani Enterprises is in talks with China Machinery Engineering Corp (CMEC) for the financing of a controversial coal mine project in Australia, two sources with knowledge of the situation said on Thursday. Adani is seeking A$2 billion ($1.54 billion) in outside financing for its proposed A$4 billion Carmichael coal mine in the […]

November 2, 2017 Read More →

India and China ‘Now Setting the Pace for Solar Development’

Financial Times: For many in the Indian energy industry, the Bhadla auction confirmed that the country is undergoing a generational shift from coal-fueled power to solar and wind. This shift is being noticed by some of the world’s biggest foreign investors, many of whom are looking to India for high-yielding green infrastructure projects, given that […]

November 1, 2017 Read More →
IEEFA Asia: China’s Utility Sector Is in Change Mode

IEEFA Asia: China’s Utility Sector Is in Change Mode

Major Reorganizations in Progress as the World’s Most Populous Nation Moves Away From Coal

As regressive policies are being pursued noisily in the U.S. and Australia in hopes of salvaging the fading coal-fired power sector, news has broken more quietly around China’s persistence in moving aggressively toward a 21st-century energy economy. The most populous country on the planet is on course to install 50 gigawatts (GW) of solar-powered electricity […]

October 31, 2017 Read More →
IEEFA Update: Are Investors in Asian Coal Starting to Think Twice?

IEEFA Update: Are Investors in Asian Coal Starting to Think Twice?

Signs That Risk Perceptions May Be Shifting as Markets Evolve

Human nature is to juggle contradiction and remain hopeful in the face of adversity. But investors are supposed to be hard-eyed cynics. What, then, to make of financial professionals smart enough to pose shrewd questions about the impact of climate change on the coal industry but willing to settle for illogically incomplete answers? This is […]

October 20, 2017 Read More →

IEEFA Guest Post: China’s Renewable Energy Revolution

China Is Taking the Lead in Cutting Edge Energy Technology and Increasing Its Share of Global Energy Demand

Jiang Kejun is senior researcher at the Energy Research Institute of China’s National Development and Reform Commission.  Jonathan Woetzel is a McKinsey senior partner, a director of the McKinsey Global Institute, and co-author of No Ordinary Disruption: The Four Global Forces Breaking All the Trends. 20 September 2017 – At the start of 2017, China announced […]

Hong Kong-Based Veteran of JPMorgan and Citigroup Joins IEEFA

IEEFA: Melissa Brown, a Hong Kong-based former securities analyst at JPMorgan and Citigroup analyst, has joined the Institute for Energy Economics and Financial Analysis. Brown has played a leading role in various Asian investment organizations focused on mainstream and sustainable investment strategies for public and private equity investors over the past 25 years. “The decisions […]

September 6, 2017 Read More →

New $50 Billion Development Bank’s First Investment Comes Online: A Solar Project in Shanghai

Quartz: In 2015, the BRICS nations—Brazil, Russia, India, China, and South Africa—set up a jointly funded alternative to the World Bank and the International Monetary Fund, calling it the New Development Bank. This past weekend, they watched as the first project it financed began operations. Symbolically, the project involves solar energy, generating power from distributed […]

September 6, 2017 Read More →