Commentary

IEEFA India: Peak Coal Demand in 10 Years

IEEFA India: Peak Coal Demand in 10 Years

Report: The International Energy Agency (IEA) Is Out of Touch; Latest Developments in Chile and Mexico Portend More

Nov. 21, 2017 (IEEFA) — New research by the Institute for Energy Economics and Financial Analysis sees India within a decade of peak thermal coal demand. In a report published today—“India’s Electricity Sector Transformation: Momentum Is Building; Peak Coal in Sight”—the institute projects a significant increase in renewable energy generation across India, a trend that will […]

November 21, 2017 Read More →

IEEFA Puerto Rico: The Solar Industry Delivers in Response to Humanitarian Crisis

Ekotek, SunRun and Tesla, Among Others, Suggest a Path to Grid Modernization

As Thanksgiving arrives in Puerto Rico, families will gather for their traditional celebrations. But some things will be markedly different this year: for thousands of families, the locations of the get-togethers will be chosen on the basis of whoever has electricity in their home, since so many residences are still without power two months after […]

November 21, 2017 Read More →
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Outdated Policy in Japan, the Philippines, South Korea, Thailand, and Vietnam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: Betrayal in Puerto Rico

A Pyrrhic Victory by the Governor Undermines the Island’s Recovery

There were no real winners in the decision this week by a federal judge to deny the appointment of a “chief transformation officer” to take over Puerto Rico’s bankrupt and mismanaged electric utility. The federal fiscal control board charged with overseeing Puerto Rico’s financial crisis had petitioned a federal judge to appoint Noel Zamot to […]

November 17, 2017 Read More →

IEEFA Update: The Coal Deal That Collapsed to Nobody’s Surprise

A Debt-Fueled Arrangement Between Murray Energy and Bowie Resources Went Nowhere for a Reason

The quick collapse this month of a debt-fueled deal by Murray Energy to buy out troubled Bowie Resource Partners and its Utah coal holdings comes as no surprise. The acquisition was supposed to have been financed with $510 in junk bond debt. It took only 10 days to fall apart. The “capital raise” wasn’t getting […]

November 17, 2017 Read More →

IEEFA Spain: The High Cost of Political Interference in Power Markets

Ill-Advised Government Policy Aimed at Retarding Transition

The Spanish government’s move this week to block closures of inefficient power plants presents the latest example of a trend toward expensive political interference in electricity markets. Elsewhere in Europe, similar intervention can be seen in the shape of “capacity payments” that prop up gas, coal and nuclear power, as well as more recently in […]

November 16, 2017 Read More →

IEEFA Report: U.K. Pension Funds Can Benefit Now From Renewables Infrastructure Play

Growth and Proven Returns in a Rapidly-Expanding Sector

Nov.15, 2017 — A new report by HSBC Global Asset Management and the Institute for Energy Economics and Financial Analysis (IEEFA) finds that U.K. pension funds can benefit now from investing in domestic and overseas renewable energy infrastructure. Commissioned by the City of London Corporation’s Green Finance Initiative, the report, “The Renewable Energy Infrastructure Investment […]

November 14, 2017 Read More →

IEEFA Update: The Puerto Rico Energy Commission and the Federal Fiscal Oversight and Management Board Should Take Over Puerto Rico’s Electric Company Now

Professional Supervision Urgently Needed for Rebuilding of Grid and Creating Investment Environment for Renewable Energy and Economic Recovery

Nov. 14, 2017 (IEEFA) — The Institute for Energy Economics and Financial Analysis  and the Institute for Competitiveness and Sustainable Economics for Puerto Rico today called for the Puerto Rico Energy Commission and the federal Fiscal Oversight and Management Board of Puerto Rico to take control of the Puerto Rico Power Authority (PREPA). “The ongoing governance […]

November 14, 2017 Read More →

IEEFA Puerto Rico: Input Is Being Sought Now on How to Strengthen Electricity System and Spur New Investment

Microgrids and Solar Energy Suggest a More Resilient Future; Cooperation Between Industry and Regulators Is Key

This is an important week in the recovery of Puerto Rico, where more than half the population of 3.5 million is still without electricity almost two months after Hurricane Maria. As part of its investigation into how the Puerto Rico Electric Power Authority (PREPA) has responded to Hurricane Maria, the Puerto Rico Energy Commission has […]

November 13, 2017 Read More →
IEEFA Update: If Trump Is Looking Out for Consumers, He’ll Reject Solar Tariffs

IEEFA Update: If Trump Is Looking Out for Consumers, He’ll Reject Solar Tariffs

Trade Protections for Companies like Suniva and SolarWorld Will Only Drive Up Prices and Hurt Job Growth

President Trump is about to confront a policy dilemma that will test his commitment to U.S. job growth. The dilemma in question is manifested in a trade tariff case brought by two troubled U.S. photovoltaic manufacturers, Suniva and SolarWorld, that have sought protections against Chinese-made solar-panel imports. The U.S. International Trade Commission has heard the […]

November 9, 2017 Read More →