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

On the Blogs: Indonesia’s Coal Industry Fights an Uphill Battle

Tara MacIsaac for Mongobay.com: Indonesia’s coal industry is trying to grow in a hostile climate. As the world moves to cut carbon emissions following the 2015 Paris Climate Agreement, the global coal industry is feeling the squeeze. Financial institutions in the developed world have started pulling out of coal investments. The rapidly dropping price of […]

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Europe Looks to China for Partnership as Trump Signals Disinterest in Renewables

Alissa de Carbonnel for Reuters: Faced with a U.S. retreat from international efforts to tackle climate change, European Union officials are looking to China, fearing a leadership vacuum will embolden those within the bloc seeking to slow the fight against global warming. While U.S. President Donald Trump has yet to act on campaign pledges to […]

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On the Blogs: ‘Bleak Year’ Ahead for Chinese Coal

Feng Hao for China Dialogue: Last year was the “year of cancelling coal” declared some Chinese media outlets, but the latest coal power policies suggest that 2017 is going to be even worse for the sector. The first blow landed less than two weeks into the New Year, when on January 13 a government letter […]

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China’s Leg Up on the U.S.

Joel Jaeger, Paul Joffe and Ranping Song for Greenbiz.com: Looking at the entire economy, not just foreign investment, China regularly outspends the United States on renewable energy. It invested more than $100 billion in clean energy in 2015, more than double U.S. investment, which spurred robust job growth. Of the 8.1 million renewable energy jobs […]

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China’s ‘Going Global’ Strategy Apparent in Australian Coal Move

Joanne McCarthy for the Newcastle (Australia) Herald: Yancoal’s $3.2 billion purchase of Rio Tinto’s Hunter coal assets is both a Chinese government endorsement of the NSW thermal coal export industry and a reflection of China’s “going global” mandate while its domestic coal industry contracts, says analyst Tim Buckley. Yancoal has made an “opportunistic move” into […]

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IEEFA Asia: More Bad Numbers for Adani; a Renewables Merger in India; Change of Note in China
and

IEEFA Asia: More Bad Numbers for Adani; a Renewables Merger in India; Change of Note in China

Why a Massive Proposed Coal Project Remains Unbankable

Adani Power Ltd reports another net loss—of US$48 million—in the three months through December. This puts the company as the proposed cornerstone customer in a plan to build the massive Adani Enterprises Carmichael coal project in Queensland on track for its fifth year of enormous losses since FY2012. The latest numbers highlight the strategic weakness of […]

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China Scuttles Plans for 100 Coal Plants

Josephine Mason for Reuters: China’s energy regulator has ordered 11 provinces to stop more than 100 coal-fired power projects, with a combined installed capacity of more than 100 gigawatts, its latest dramatic step to curb the use of fossil fuels in the world’s top energy market. In a document issued on Jan. 14, financial media […]

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On the Blogs: China’s Push Toward Energy Sustainability

Clayton Aldern for UNdispatch.com: In a year already characterized by global political uncertainty—and waning confidence in U.S. climate policy—China is posed to assume the role of world leader in all things climate diplomacy and clean-energy finance. The country is the largest emitter of greenhouse gases, leads the global economy in green finance, and is beginning […]

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Trump Administration’s Interest in Renewables Boom Is Uncertain. China’s Isn’t.

Jonathan H. Harsch for Agri-Pulse: Calling for an end to “the nearly $5 billion per year in federal fossil-fuel subsidies,” Obama concludes that “technology advances and market forces will continue to drive renewable deployment,” and that “it is unlikely that utilities will change course and choose to build coal-fired power plants, which would be more […]

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IEEFA Update: Renewable Energy, Gone Mainstream, Is a Rising Tide

IEEFA Update: Renewable Energy, Gone Mainstream, Is a Rising Tide

As Chinese Companies Lead the Charge, Others Will Join. Might the U.S. Miss the Boat?

If the U.S. turns away from the rise of renewable energy, it will be fighting a tide on which others will ride high. Leading the surge will be China, which already has a huge advantage in its current position at the front of the pack, as IEEFA chronicled last week in a report by Tim […]

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