Energy Investment Trends

IEEFA Research

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 →
IEEFA Report: Endesa’s Plan to Upgrade Aging Spanish Coal Plants Puts €400 Million in Shareholder Wealth at Risk

IEEFA Report: Endesa’s Plan to Upgrade Aging Spanish Coal Plants Puts €400 Million in Shareholder Wealth at Risk

New Emissions Rules Loom Large Across EU; Gas-Fired Generation and Renewables Present Better Investment Opportunities; Major Utilities Are Out of Step With Markets

October 25, 2017 (IEEFA.org) — A research paper published today by the Institute for Energy Economics and Financial Analysis finds that plans by Enel Group’s Spanish-subsidiary Endesa to sink €400 million into upgrading three aging coal-fired plants is a likely loss-making proposition under new European Union emission-control rules. The report—“How European Utilities Can Capitalize on […]

October 26, 2017 Read More →
IEEFA Brief: U.K. Government at Risk in Over-Budget Nuclear Project That Stands Incomplete

IEEFA Brief: U.K. Government at Risk in Over-Budget Nuclear Project That Stands Incomplete

A Sensible ‘Plan B’ for Hinkley Point C Project in Somerset Would Avoid Extending Public Loan Guarantees

Oct. 16, 2017 (IEEFA.org) — A research brief published today by the Institute for Energy Economics and Financial Analysis cautions the U.K. government against investing further in an unfinished nuclear project on the Bristol Channel in southwest England. The brief — “A Half-Built, High-Priced Nuclear White Elephant: How Should the U.K. Proceed With This Troubled […]

October 16, 2017 Read More →

IEEFA Report: Philippine Banking Sector at Risk in Ill-Advised US$21 Billion Expansion of Coal Fleet

Lagging Rising Trends Driven by Global Electricity-Generation Transition

October 12, 2017 (IEEFA) – The Philippines’ banking sector is dangerously exposed to a proposed new fleet of coal plants that are likely to become stranded assets if they are built, a report co-published today by the Institute for Energy Economics and Financial Analysis (IEEFA) concludes. The plants would add more than 10,000 megawatts of […]

October 12, 2017 Read More →
IEEFA Texas: Latest U.S. Coal Plant Shutdown Stems From a Saga in Which Investors Failed to See Change Coming

IEEFA Texas: Latest U.S. Coal Plant Shutdown Stems From a Saga in Which Investors Failed to See Change Coming

Markets Rendered a Harsh Judgment on a Bad Private-Equity Deal, Cheap Natural Gas, and the Rise of Wind-Powered Electricity

[First of two parts.] Last week Luminant and its new parent company, Vistra, announced the imminent closure of the 1,800-megawatts Monticello Power Plant in North Texas, near the Arkansas and Oklahoma state lines. It’s been a long time coming. The plant has operated at a loss for years, having failed to compete with low natural […]

Why Navajo Generating Station Is No Longer Commercially Viable

Why Navajo Generating Station Is No Longer Commercially Viable

The Institute for Energy Economics and Financial Analysis (IEEFA) has done extensive research into the difficult circumstances facing Navajo Generation Station. Key findings: Declining energy market prices and rising production costs have made power produced by the plant more expensive than competing sources. Market trends are not likely to change, leaving the plant’s financial viability […]

August 16, 2017 Read More →
IEEFA Indonesia: A Potential Overcommitment to Coal-Fired Electricity Puts a Nation at Risk

IEEFA Indonesia: A Potential Overcommitment to Coal-Fired Electricity Puts a Nation at Risk

Out of Step With a Global Shift in the Energy Economy

We’ve just published a report that calls into serious question Indonesia’s plans to expand its commitment to coal-fired electricity generation. The report—“Overpaid and Underutilized: How Capacity Payments Could Lock Indonesia Into a High-Cost Electricity Future”—analyzes Indonesia’s 2017-26 national energy blueprint and shows how long-term coal power contracts that the country is contemplating will not just […]

August 10, 2017 Read More →
IEEFA Report: Kayenta Mine Is Unlikely to Find  New Customers Once Navajo Generating Station Closes

IEEFA Report: Kayenta Mine Is Unlikely to Find New Customers Once Navajo Generating Station Closes

A ‘Buyer Beware’ on Peabody Energy Property; Regional Demand for Coal Is in Decline; Export-Market Possibilities Are Bleak; Previous Recent Mine Deals Have Failed

June 29, 2017 (IEEFA.org) — The Institute for Energy Economics and Financial Analysis (IEEFA) published a report today concluding that Peabody Energy’s Kayenta mine in northeast Arizona is not likely to find new customers or markets once its sole customer, Navajo Generating Station, closes. The Navajo Nation Council voted this week to approve a deal with […]

More News and Commentary

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IEEFA Update: A Tipping Point Is Coming, and Fast

Trends Build Globally Toward More Uptake of Renewables

We’ve just posted a research brief explaining through a telling combination of charts (and some written analysis) how the fast-growing uptake of wind and solar around the world continues to shape electricity-generation trends. The phenomenon is unfolding across diverse groups of markets that include ones in Latin America, the Middle East, and the U.S. We […]

and February 21, 2018 Read More →

EU Can Get 34% of Its Electricity From Renewables by 2030

Bloomberg News: The European Union can boost the share of renewables to 34 percent of its energy mix by 2030, triggering hundreds of billions euros in investment and accelerating reduction of greenhouse gases blamed for global warming, according to the International Renewable Energy Agency. Lawmakers in the 28-nation bloc are currently discussing policies for the […]

February 20, 2018 Read More →

More Capital Is Moving to Low-Carbon Investment Indexes

Bloomberg News: Investors may not know how to solve climate change, but low-carbon indexes are growing as a way to start managing the portfolio risks associated with a warming planet, according to Fred Samama, deputy global head of institutional clients at Amundi Asset Management, Europe’s largest asset manager overseeing about 1.4 trillion euros ($1.7 trillion). […]

February 19, 2018 Read More →

New Wrinkle in China’s Cleaner-Air Push

World Economic Forum: Scientists at China’s Institute of Earth Environment have constructed what they say is the world’s largest air purifier in the northern city of Xian. The experimental smog-sucking tower stands at over 100 metres tall and is designed to improve air quality in the city, where standards regularly fall short of expectations set […]

February 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 →

Report: U.S Renewables Sector ‘Neck and Neck’ With Nuclear Generation

Washington Examiner: Renewable energy for the first time is generating nearly as much electricity as the nation’s entire complement of 99 nuclear power plant reactors, a new report issued by a business group said on Thursday. “The surge further establishes renewables’ critical role in the U.S. power mix — renewable technologies now contribute nearly as […]

February 15, 2018 Read More →

China Leads Global Race for Battery-Critical Cobalt

Wall Street Journal: There is a world-wide race to lock up the supply chain for cobalt, which will likely be in even greater demand as electric-car production rises. So far, China is way ahead. Chinese imports of cobalt from Congo, the world’s biggest producer of cobalt, totaled $1.2 billion in the first nine months of […]

February 12, 2018 Read More →

European Renewables Company Siemens Gamesa Expands Its Pipeline Into India

PV Magazine: Spanish-German renewable energy developer Siemens Gamesa has confirmed this week that it will add 160 MW of solar PV capacity to its growing Indian pipeline. The firm, which has already made inroads in the Indian clean energy space with the development of the nation’s first wind/solar hybrid plant, will build two large-scale solar […]

February 9, 2018 Read More →

Investor-Driven Climate-Risk Transparency Is Taking Hold

S&P Global Market Intelligence: Investors pushing companies to analyze and disclose their climate risks said they believe that those moves have set up a dynamic that will lead to changes in corporate operations. Big investors such as BlackRock Inc. in recent years have joined the effort — through shareholder resolutions, public letters and behind-the-scenes conversations […]

February 8, 2018 Read More →

Midwestern Mega-Utility, Acknowledging ‘Era of Transformation,’ Announces Clean-Energy Shift

Columbus Dispatch: American Electric Power is announcing targets for reducing carbon dioxide emissions from its power plants, with an ultimate goal of cutting those levels, by 2050, to 80 percent less than they were in 2000. The Columbus-based utility says it is planning to reach the goal by following through on plans to increase use […]

February 8, 2018 Read More →