Russia

IEEFA Research

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 →

More News and Commentary

IEEFA Update: The Many Risks in Rising Oil Prices

Prices at the Pump Will Go Up; Economic Fallout Will be Substantial; Oversupply Is a Possibility

OPEC member nations alongside other oil-producing countries yesterday announced the continuation of production cuts through 2018 in a move designed to keep prices rising. Last year, as the first wave of recent production cuts kicked in, oil prices were $45 a barrel. They have since risen 28 percent, to $58. While this upward trajectory is […]

December 1, 2017 Read More →

‘Markets Will Dwarf Policy’ for Exporting U.S. Oil and Gas to Europe

Georgi Kantchev and Lynn Cook in the Wall Street Journal: President Donald Trump is touting his policies to boost energy production and exports as a bulwark against Russia. But some industry observers say the U.S. shale boom—which reshaped world markets for crude oil and natural gas before Mr. Trump took office—has only limited impact on Russia’s […]

July 14, 2017 Read More →

U.S. Rejects Exxon Play for a Waiver to Do a Deal With Russia

Wall Street Journal: The announcement Friday comes as the White House pushes to firm up the president’s foreign-policy and domestic agenda as he nears his 100th day in office next week. Mr. Trump’s decision to block Exxon Mobil, until the end of last year headed by Secretary of State Rex Tillerson, also shows how efforts […]

April 24, 2017 Read More →

IEEFA Update: Exxon Sends Investors Down a Russian Rabbit Hole

Well-Timed Ploy to Divert Attention From Balance-Sheet Rot Eating Away at World’s Biggest Oil Company; Public Relations Plum for Putin; Another Blow to Shareholders

News comes today that ExxonMobil is applying for a U.S. government waiver on sanctions against the Kremlin that are keeping the company from developing new oil reserves in Russia. The sanctions in question, imposed in response to Russia’s annexation of Crimea in 2014, specifically forbid U.S. corporate deals with Rosneft and specifically named the head of the […]

April 20, 2017 Read More →

IEEFA Update: Developing Countries Are Disproportionately Driving Global Growth in Renewables

Half of All $300 Billion in Activity Is in Emerging Markets

More than half of all renewable investment activity in the world last year occurred in developing countries. And 2015 was no small year for renewables, as new investment set a record US$286 billion and total transactions (including refinancings) exceeded $US380 billion. We’re published a memo this morning — “IEEFA Update: Emerging Markets Lead Global Investment […]

November 23, 2016 Read More →

The ‘Blended Finance’ Model for New Energy Investing in Brazil, Russia, India, China, and South Africa

IEEFA has found that there is a gap in what is being spent and what is necessary, particularly in India, Brazil and Russia. China has a hefty US$21.5 billion shortfall, but has come a long way by hitting 80% of its target: Jai Sharda, IEEFA energy-markets consultant and managing partner of Equitorials, cited the introduction […]

October 19, 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 →

$51 Billion Gap Between Capital and Opportunity in Annual Renewables Investment in BRICS

From the Business Standard (India): BRICS countries will require additional annual investment of USD 51 billion on average to meet their current renewable energy capacity addition targets, says a report. The Institute for Energy Economics and Financial Analysis (IEEFA) today said that overall nearly USD 10 billion would need to come in annually from public […]

October 13, 2016 Read More →
Russia’s Dream of Coal-Export Expansion Is at Risk

Russia’s Dream of Coal-Export Expansion Is at Risk

A Future Whose Growth May Be Mostly in Stranded Assets

Warning signs litter the Russian coal-industry landscape, with export trends dipping into the red recently, demand from China plummeting and renewable electricity fast becoming a preferred source of new power. Even so, the Russian government seems determined to press ahead with policies and investments aimed at expanding coal exports and domestic coal-fired power production. How […]