Energy Investment Trends

IEEFA Research

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 →
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 […]

More News and Commentary

Alliant Energy to eliminate coal generation in Iowa and Michigan, invest $2 billion in renewables

Utility Dive: Alliant Energy on Thursday issued its Corporate Sustainability Report (CSR), revealing a plan to eliminate coal use and cut emissions 80% by 2050. The company will spend more than $2 billion on new renewable energy, and will double its number of wind sites from six to a dozen. Renewables will make up more […]

August 3, 2018 Read More →

Global trillion-watt milestone for renewables seen as ‘the first of many’

Bloomberg News: Global wind and solar developers took 40 years to install their first trillion watts of power generation capacity, and the next trillion may be finished within the next five years. That’s the conclusion of research by Bloomberg New Energy Finance, which estimated the industry reached the 1-terrawatt milestone sometime in the first half […]

August 2, 2018 Read More →

BNEF: Wind, solar and storage will generate 50% of global electricity by 2050

Bloomberg New Energy Finance: Are wind and solar projects just “badly behaved coal plants”? I ask because this perhaps best reflects the argument against the two main renewable energy technologies that critics have put forward in recent years. Yes, those skeptics admit, wind and solar have become cheaper and will continue to do so. However, […]

July 31, 2018 Read More →

More momentum in corporate demand for renewables

S&P Global Intelligence ($): Since 2013, nonutility companies have announced nearly 11,000 MW of power purchase agreements, or PPAs, for renewable energy, including 1,960 MW in 2018 as of April 12, according to Rocky Mountain Institute. And clean energy developers are seeing nonutility customers such as Microsoft as a significant source of demand. The renewable […]

July 31, 2018 Read More →

‘What made Exxon special is fading’

Wall Street Journal: For decades it was the very model of a modern supermajor, but Exxon Mobil ’s edge over the rest of Big Oil is slipping and probably will continue to do so. In the past year, for example, Exxon’s shares have trailed those of each of its global peers—Shell, BP, Chevron and Total […]

July 30, 2018 Read More →

As Murray Energy skirts bankruptcy, CEO says investors need not fret

S&P Global Intelligence ($): Murray Energy Corp. will continue to deliver its businesses to weather the impact of shrunken domestic coal demand and has mitigated the potential consequences of a subsidiary’s bankruptcy by finding new customers, Chairman, CEO and President Robert Murray said. He also told S&P Global Market Intelligence that Murray Energy, along with […]

July 30, 2018 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 →

Six major sovereign wealth funds look for greener future

ABC News: The sovereign wealth funds of major oil-producing countries have agreed upon a common roadmap to encourage investments toward a greener economy. The six funds from Norway, United Arab Emirates, Saudi Arabia, Qatar, Kuwait and New Zealand released a joint framework Friday to encourage investors to take climate-related risks into consideration when investing. They […]

July 6, 2018 Read More →
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IEFFA Update: Looking for innovation in the wrong place, ExxonMobil opens an energy-trading desk

As its core business falters, an oil major seeks speculation-driven profits

ExxonMobil is said to be seeking a much-needed lift through an initiative on which the company has issued no official detail but that will vastly expand its trading capabilities. Hopes are, evidently, that by opening a bigger energy-trading desk Exxon—through speculation—can reverse its trend over the past decade toward shrinking profits, a trend driven by […]