Japan

IEEFA Research

IEEFA Report: A Renewables Path to Japanese Energy Security in a Post-Nuclear Era

IEEFA Report: A Renewables Path to Japanese Energy Security in a Post-Nuclear Era

Eliminating High-Risk Dependence on Imported Fuels; Exploiting Domestic Technology Advantages; Avoiding Stranded Assets in Misguided Coal Projects

We’ve just published a report that details how Japan’s post-nuclear electricity-generation economy can be viably retooled around renewable energy. Our report—“Japan: Greater Energy Security Through Renewables: Electricity Transformation in a Post-Nuclear Economy”—emphasizes the potential for national energy security through renewables, most especially wind and solar. This report documents how government policies adopted in the wake […]

Data Bite: In Solar Advances, Japan Is Living Up to Its Nickname as the Land of the Rising Sun

Data Bite: In Solar Advances, Japan Is Living Up to Its Nickname as the Land of the Rising Sun

National Transition Show Declining Overall Demand for Electricity, Less Reliance on Nuclear

We’ve posted a research brief today that finds fossil fuels the main loser in Japan’s ongoing power-sector transformation. Our note, posted here, is released to coincide with industry leaders gathering for the Japan Renewable Energy Foundation “Realizing the Opportunity” conference tomorrow in Tokyo. Our takeaways include the inescapable fact that Japan has become one of the […]

March 8, 2016 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: Thermal coal outlook

Briefing note: Thermal coal outlook

Briefing note: Thermal coal outlook (pdf) By Tim Buckley,  Director of Energy Resource Studies, Australasia, IEEFA  

May 15, 2014 Read More →
Briefing note: Fossil fuels, energy transition, and risk

Briefing note: Fossil fuels, energy transition, and risk

Briefing note: Fossil fuels, energy transition, and risk (pdf) By Tim Buckley,  Director of Energy Resource Studies, Australasia, IEEFA

April 18, 2014 Read More →

More News and Commentary

IEEFA Asia: Price Increase Highlights Growing Risk to Coal-Import Economies

IEEFA Asia: Price Increase Highlights Growing Risk to Coal-Import Economies

Outdated Policy in Japan, the Philippines, South Korea, Thailand, and Vietnam

The rise in the international spot price of thermal coal over the past 12 months may have put smiles on the faces of a handful of coal-exporter CEOs, but for importing nations that include Japan, the Philippines, Thailand, South Korea, and Vietnam, the trend risks putting a multibillion-dollar dent in current accounts. Since the beginning […]

November 17, 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 Report: Winners and Losers Among Big Utilities as Renewables Disrupt Markets Across Asia, Europe, the U.S., and Africa

IEEFA Report: Winners and Losers Among Big Utilities as Renewables Disrupt Markets Across Asia, Europe, the U.S., and Africa

Leaders and Laggards Emerge; US$185 Billion in Lost Shareholder Value Seen Among Utilities Failing to Keep Pace; Solar and Wind Generation ‘Can Now Consistently Outbid Fossil-Fuel-Based Generation’

Oct. 4, 2017 (IEEFA) — The Institute for Energy Economics and Financial Analysis (IEEFA) published a report today that describes how the rise of renewable energy is disrupting electricity markets worldwide. The report, “Global Electricity Utilities in Transition: Leaders and Laggards: 11 Case Studies,” documents a pace of change in Asia, Europe, the Americas and […]

October 4, 2017 Read More →

IEEFA Update: A Sense of Desperation in Global Coal-Expansion Campaigns

Investors Grow Wary of Reputational, Regulatory and Return Risk

Coal apologists the world over like to cite spurious “facts” to support their argument for new investments in coal projects. A commonly heard theme: We need more coal because it’s cheap. In Australia, the government’s chief scientist’s call for a national “clean energy target” has set off a wave of highly dubious claims about coal […]

August 4, 2017 Read More →

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 →

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 →

On the Blogs: GE Moves Into Japanese Wind

ClimateActionProgramme.org: GE Renewables Energy – one of the largest wind turbine manufacturers in the world – has announced its development of a 66 megawatt (MW) wind energy project in the Akita prefecture in northern Japan. GE Renewables Energy said it has reached an agreement with leading architectural, civil engineering and general contracting firm, Shimizu Corporation, […]

June 23, 2017 Read More →

IEEFA Asia: More Evidence of Stark Change in Seaborne Thermal Coal Markets

A ‘JKT’ Triad—Japan, South Korea, and Taiwan—Sets a 21st Century Course for Clean Energy; Expect Further Transformation in the Next Year or Two

Word out today that Taiwan has attracted $60 billion in foreign capital commitments to renewable-energy projects adds to the fast-gathering momentum around the electricity sector transition taking deep root across Asia. An excerpt from the article posted this afternoon by Nikkei Asia Review: Global renewable energy companies are rushing to set up offshore wind farms […]

May 30, 2017 Read More →

Some in Japan Push for a Rethinking of How the World’s Third-Largest Economy Produces Electricity

Bloomberg News: The man guiding Japan’s environment policy has a message for his country’s corporate titans – get ready because putting a price on carbon is all but inevitable if global warming is to be held at bay. “Carbon pricing is one effective measure to create a low-carbon society,” Koichi Yamamoto, Japan’s environment minister, said […]

May 30, 2017 Read More →

IEEFA Asia: Moon Jae-In’s Ascension in Seoul Is Another Blow to Asia’s Coal Industry

Policy Shift Stands to Halve the Long-Term Growth Rate of South Korean Coal Imports

Moon Jae-In’s election yesterday as president of South Korea holds potentially significant ramifications for global seaborne thermal coal markets. South Korea is Asia’s fourth-largest economy and the fourth-largest importer of coal globally, accounting for over 10 percent of world thermal coal import demand. As the only remaining growth market of significant size, it has long […]

May 10, 2017 Read More →