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IEEFA Research

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 →
Briefing note: Fossil fuels, energy transition & risk, July 2014

Briefing note: Fossil fuels, energy transition & risk, July 2014

Briefing note: Fossil fuels, energy transition & risk,  July 2014 (pdf) By Tim Buckley, Director of Energy Finance Studies, Australasia, IEEFA

July 21, 2014 Read More →
Briefing note: Fossil fuels, energy transition & risk

Briefing note: Fossil fuels, energy transition & risk

 Briefing note: Fossil fuels, energy transition & risk (pdf)

June 5, 2014 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 →

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Outdated Policy in Japan, the Philippines, South Korea, Thailand, and Vietnam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

South Korean Government Announces Policy Aimed at Curbing Coal Reliance

Korea Herald: South Korea’s environmental authorities on Tuesday unveiled a package of measures to tackle the worsening air pollution, including shutting down aged coal power plants and reducing pollutants from diesel vehicles and factories. The measures are aimed at helping reduce fine dust emissions by more than 30 percent by the end of President Moon […]

September 27, 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 →

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 →
IEEFA Asia: South Korea’s Policy Shift Stands to Have an Out-Size Impact on Indonesian Coal Companies

IEEFA Asia: South Korea’s Policy Shift Stands to Have an Out-Size Impact on Indonesian Coal Companies

A Potential Blow to Pricing at a Time When Distressed Exporters Are Banking Heavily on New Growth

Moon Jae-in’s recent election as president of South Korea raises potentially serious ramifications for Indonesia’s coal exporters. Faced with growing unrest from an urban population affected by high levels of air pollution, Moon has promised to re-assess the construction of new coal power plants, close older ones and dramatically ramp up the country’s renewable energy […]

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 →

Global Rate of New Coal-Plant Construction Drops

Associated Press: Led by cutbacks in China and India, construction of new coal-fired power plants is falling worldwide, improving chances climate goals can be met despite earlier pessimism, three environmental groups said Wednesday. A joint report by the groups CoalSwarm, the Sierra Club and Greenpeace follows a warning this week by two international agencies that […]

March 22, 2017 Read More →

Pipeline for Coal-Fired Plants Is in ‘Freefall’

The Guardian: The dramatic decline in new coal-fired units was overwhelmingly due to policy shifts in China and India and subsequent declining investment prospects, according to a report by Greenpeace, the US-based Sierra Club and research network CoalSwarm. The report said the amount of new capacity starting construction was down 62% in 2016 on the […]

March 22, 2017 Read More →

On the Blogs: Signs of Resistance to S. Korea Plans for Coal Expansion

Bob for CoalWire: South Korea pledged to reduce its greenhouse emissions by 37% by 2030 compared it its business-as-usual estimates. However, building the proposed coal plants and extending the life of existing old plants will make honouring that commitment impossible. Writing in the South Korean news site The Hankyoreh, Kim Jeong-su noted “this means that, […]

August 5, 2016 Read More →