Energy Investment Trends

IEEFA Research

IEEFA update: Andrew Cuomo got it right on New York’s fracking ban

Despite opponents’ fears, ban likely saved investors billions

New York State, under the leadership of Governor Andrew Cuomo, instituted a ban on hydraulic fracturing (fracking) in 2014. Not surprisingly, the ban was hotly contested. Opponents had portrayed fracking as a silver bullet that would create jobs and promote economic development.  They predicted the state’s citizens would regret Cuomo’s decision. A retrospective analysis of […]

IEEFA report: Financial case builds for fossil fuel divestment

IEEFA report: Financial case builds for fossil fuel divestment

Money managers need to recognize poor market performance

The financial case for investing in fossil fuels is losing ground as the powerful oil and gas industry continues its steady decline, according to the Institute for Energy Economics and Financial Analysis (IEEFA). In a briefing note released Feb. 6, Fossil Fuel Investments: Looking Backwards May Prove Costly to Investors in Today’s Market, IEEFA analysts […]

February 8, 2019 Read More →
IEEFA report: The vanishing case for the Atlantic Coast Pipeline

IEEFA report: The vanishing case for the Atlantic Coast Pipeline

Declining demand and more affordable renewables raise new questions about viability

January 29, 2019 (IEEFA) — Diminishing consumer demand coupled with more affordable renewables are casting doubt on the overall feasibility and potential profitability of the Atlantic Coast Pipeline, according to a report released today by the Institute for Energy Economics and Financial Analysis (IEEFA) and Oil Change International. The report, The Vanishing Need for the Atlantic […]

January 29, 2019 Read More →

IEEFA India: Grid investment needs to match enormous growth in renewable energy investment

Infrastructure needs further modernisation, urgently

Jan. 22, 2019 (IEEFA India): With the government successfully electrifying 99% of all houses in India under the Saubhagya scheme, there is an urgent need for a hefty investment in grid transmission infrastructure to keep pace with growing low-cost renewable capacity so that new households can actually afford to buy electricity. A new IEEFA briefing […]

January 21, 2019 Read More →
IEEFA report: India has a new leader in renewable energy

IEEFA report: India has a new leader in renewable energy

Karnataka surpasses Tamil Nadu; Policies encouraging less reliance on imported fuel drive uptake of solar and wind; ‘Clear and rising risk’ in traditional thermal sector

July 24, 2018 (IEEFA) — The Indian state of Karnataka has become the new national leader in renewable energy generation, concludes a report published today by the Institute for Energy Economics and Financial Analysis. Karnataka, which lies along the southwest coast of India and has a population of more than 60 million, had a total of 12.3 […]

IEEFA update: U.K. pension funds lag in renewable energy infrastructure investing

Abundant offerings across a number of markets

LONDON — Local U.K. government pension schemes are gradually increasing their unlisted infrastructure holdings, driven by examples set by trail-blazing funds and by a new government initiative to increase the scale of such investments. But few are investing explicitly in renewable energy, the biggest single segment of infrastructure investment in the world (infrastructure investing involves real […]

July 19, 2018 Read More →
IEEFA Report: Indonesia’s State Power Company Continues to Lag Global Shift in Electricity Generation

IEEFA Report: Indonesia’s State Power Company Continues to Lag Global Shift in Electricity Generation

‘Sinking Under the Weight of a Flawed Planning Process That Lacks Crucial Insight Into Clean Energy Trends’

IEEFA — Indonesia’s national power company is perilously out of step with global trends in electricity generation even as it seeks a more than $1 billion infusion from international bond markets, concludes a report published today by the Institute for Energy Economics and Financial Analysis (IEEFA). The report — “Perusahaan Listrik Negara (PLN): A Power Company […]

April 19, 2018 Read More →
IEEFA Update: How Will Westmoreland Coal’s Deepening Spiral End?

IEEFA Update: How Will Westmoreland Coal’s Deepening Spiral End?

Disappearing Market Capitalization and Unsustainable Debt

We’ve just published a research brief of interest to any person, community, business, or investor with ties to Westmoreland Coal Co. The brief—“Westmoreland Coal Is in Trouble”—lays out how the company, which produces coal for electricity generation, is hobbled by debt, is losing customers, has suffered a catastrophic drop in stock price, and appears to […]

February 16, 2018 Read More →
IEEFA Arizona: Fast-Track Opportunities Now in Navajo Community-Driven Solar Electricity Generation

IEEFA Arizona: Fast-Track Opportunities Now in Navajo Community-Driven Solar Electricity Generation

Strategically Situated Tribal Lands at the Heart of the American Sunbelt Hold Crucial Market Advantages; Prudent Development Strategies Will Benefit, Protect, and Profit Local People

Jan. 3, 2017 — Locally owned utility-scale solar electricity generation offers Navajo communities an immediate generational economic-development opportunity, concludes a research brief published by the Institute for Energy Economics and Financial Analysis (IEEFA) and DinéHózhó. The report— “Window of Opportunity: Navajo Solar—A Fast-Track Community-Driven Development Approach” — details how transformative changes in the U.S. electric utility […]

December 22, 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 →

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IEEFA update: Andrew Cuomo got it right on New York’s fracking ban

Despite opponents’ fears, ban likely saved investors billions

New York State, under the leadership of Governor Andrew Cuomo, instituted a ban on hydraulic fracturing (fracking) in 2014. Not surprisingly, the ban was hotly contested. Opponents had portrayed fracking as a silver bullet that would create jobs and promote economic development.  They predicted the state’s citizens would regret Cuomo’s decision. A retrospective analysis of […]

and

IEEFA/Sightline analysis: The fracking depreciation dodge

Accounting tricks hide the industry's biggest secret: it’s a losing game.

The US oil and gas boom continued in full force during 2018. By year’s end, America’s oil and gas output reached record highs, squeezing the nation’s net petroleum imports to their lowest point since the early 1970s. But this production frenzy came at a tremendous financial cost. Despite the highest oil prices since 2014, fracking-focused […]

and

IEEFA Argentina: Government cannot afford subsidies for Vaca Muerta oil and gas producers

Failure to achieve energy plan likely

The Argentine government’s plan to develop the massive Vaca Muerta oil and gas reserves in northern Patagonia has hit a major obstacle. The success of the plan requires the Argentine government to subsidize most of the development costs initially.  But the Argentine government is in fiscal distress and has recently made it known that it […]

and February 8, 2019 Read More →
IEEFA report: Financial case builds for fossil fuel divestment

IEEFA report: Financial case builds for fossil fuel divestment

Money managers need to recognize poor market performance

The financial case for investing in fossil fuels is losing ground as the powerful oil and gas industry continues its steady decline, according to the Institute for Energy Economics and Financial Analysis (IEEFA). In a briefing note released Feb. 6, Fossil Fuel Investments: Looking Backwards May Prove Costly to Investors in Today’s Market, IEEFA analysts […]

February 8, 2019 Read More →

IEEFA report: West Virginia shale development falls short of economic promise

Exhibits “resource curse,” dashes expectations for jobs, taxes, and growth

The nearly six-fold increase in West Virginia’s natural gas production in the last decade, due largely to shale development, or fracking, has fallen short of expectations for economic growth, job creation, and tax revenue generation, according to a new report released by the Institute for Energy Economics and Financial Analysis (IEEFA) and the West Virginia […]

February 7, 2019 Read More →

IEEFA report: Privatizing the Puerto Rico Electric Power Authority is not the answer

PREPA plan will raise rates while missing opportunity for renewables and dampening economic recovery prospects

Puerto Rico’s electricity consumers will pay unreasonably high rates if plans to privatize the Puerto Rico Electric Power Authority (PREPA) move forward. The IEEFA analysis, “PREPA Privatization Will Hurt Consumers and Slow Economic Recovery”, recommends reforming the public model as more reliable, affordable, and sustainable both financially and environmentally. If the proposed privatization model is […]

January 31, 2019 Read More →
IEEFA report: The vanishing case for the Atlantic Coast Pipeline

IEEFA report: The vanishing case for the Atlantic Coast Pipeline

Declining demand and more affordable renewables raise new questions about viability

January 29, 2019 (IEEFA) — Diminishing consumer demand coupled with more affordable renewables are casting doubt on the overall feasibility and potential profitability of the Atlantic Coast Pipeline, according to a report released today by the Institute for Energy Economics and Financial Analysis (IEEFA) and Oil Change International. The report, The Vanishing Need for the Atlantic […]

January 29, 2019 Read More →

IEEFA India: Grid investment needs to match enormous growth in renewable energy investment

Infrastructure needs further modernisation, urgently

Jan. 22, 2019 (IEEFA India): With the government successfully electrifying 99% of all houses in India under the Saubhagya scheme, there is an urgent need for a hefty investment in grid transmission infrastructure to keep pace with growing low-cost renewable capacity so that new households can actually afford to buy electricity. A new IEEFA briefing […]

January 21, 2019 Read More →

Report says U.S. clean energy investment hit record $64.2 billion in 2018

S&P Global Market Intelligence ($): Led by investments in wind farms and solar arrays, clean-energy investment in the United States rose 12% to $64.2 billion in 2018, even as global clean-energy funding declined 8% to $332.1 billion, BloombergNEF said in a new report. The new record for annual U.S. clean-energy investment surpassed the previous high […]

January 17, 2019 Read More →
IEEFA update: 2018 ends with energy sector in last place in the S&P 500

IEEFA update: 2018 ends with energy sector in last place in the S&P 500

2019 expectation is for more investment with lower returns

The stock market went to hell in December. And when it got there, it found that the energy sector had already moved in, signed a lease and decorated the place. One cannot minimize the impact of the overall year-end market decline on energy sector stocks, which went down along with every other sector. For example, […]

January 2, 2019 Read More →