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IEEFA Research

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: Three Timely Takeaways on 2016 Global Energy Transformation

IEEFA Report: Three Timely Takeaways on 2016 Global Energy Transformation

An Acceleration to Renewables, Faster-Than-Expected Shifts Regionally and Nationally, Growing Risk for Investors Who Lag Behind

Three notable takeaways emerge from the rapid transformation of the global energy economy, as we detail in a new paper we published today as the landmark Paris Agreement officially goes into effect. The global transition to renewables is accelerating. Change is happening faster than expected. Those left behind in this transition face growing financial risk. […]

November 5, 2016 Read More →

IEEFA Exxon: Telltale Crossover in Late 2014 Marks Where a Major Oil Stock Began to Go South

A Decoupling From the Larger Stock Market 2 Years Ago Portends a Future in Which the World’s Biggest Oil Company Will Be Smaller and Will Not Pay Out as Much in Shareholder Distributions

The world is moving in fits and starts but with gathering momentum toward a more diversified, low-carbon energy mix. The evidence is all around us. One exhibit, of many, is in the report we published this week—“Red Flags on Exxon: A Note to Institutional Investors”—which includes the chart here: ExxonMobil Financial Performance, 2006 – 2015 […]

October 27, 2016 Read More →
IEEFA Report: Red Flags on ExxonMobil: Core Financials Show a Company in Decline

IEEFA Report: Red Flags on ExxonMobil: Core Financials Show a Company in Decline

Potentially Irreversible Slide; Falling Revenues, Rising Debt, Shrinking Capex, Weak Cash Balances Add to Growing Reputational Risk Tied to Climate-Change Controversy; ; Institutional Investors Owe Their Shareholders a Fiduciary Review

CLEVELAND, Oct. 26, 2016 (IEEFA.org) — The Institute for Energy Economics and Financial Analysis (IEEFA) published a report today that indicates deep financial weaknesses at ExxonMobil (XOM) and suggests the company is in potentially irreversible decline. The report—“Red Flags on ExxonMobil (XOM)”—by IEEFA Director of Finance Tom Sanzillo, cites key metrics that include a 45 […]

October 26, 2016 Read More →

IEEFA Global: A $51 Billion Gap (and a $51 Billion Opportunity) in BRICS Nations’ Renewable Energy Development

How to Meet the Goal? Through "Blended Finance" Where Public Funds Unleash Private Money

Here, in one chart, is an IEEFA picture worth a thousand words. While some $130 billion was invested last year in renewable-energy development in the BRICS countries—Brazil, Russia, India, China, and South Africa—billions more are required if these countries are to meet their commitments to climate-change mitigation policies. The four countries, in all, have announced […]

October 17, 2016 Read More →
IEEFA Europe: Blueprint for a Lignite Phase-Out in Germany

IEEFA Europe: Blueprint for a Lignite Phase-Out in Germany

Foundation-Based Approach to Closure and Clean-Up; New Czech Owners of Vattenfall Assets in Lausitz Can Afford to Foot the Bill; a Timeline That Helps Local Communities Prepare for Transition

The recent “sale” by the Swedish state-owned utility Vattenfall of its German lignite assets throws a harsh light on a dark paradox: the continued use of the world’s most carbon-intensive fuel by a country with some of the most ambitious targets to tackle climate change. The deal transfers a cluster of lignite mines and their […]

September 22, 2016 Read More →
IEEFA Texas: The Beginning of the End for Coal-Fired Electricity Across One of the Biggest Power Markets in the U.S.

IEEFA Texas: The Beginning of the End for Coal-Fired Electricity Across One of the Biggest Power Markets in the U.S.

Report Finds Seven Plants Emblematic of a Fading Industry

We published a research report today describing how the coal-fired electricity industry in Texas is in decline and unlikely to recover in the face of rising competition from other energy sources. Our report—“The Beginning of the End: Fundamental Changes in Energy Markets Are Undermining the Financial Viability of Coal-Fired Power Plants in Texas”—looks specifically at […]

September 12, 2016 Read More →
IEEFA Report: A Cynical Re-Regulation Strategy in West Virginia

IEEFA Report: A Cynical Re-Regulation Strategy in West Virginia

FirstEnergy’s Machinations Around the Pleasants Power Station Are Designed to Shift Risk to Ratepayers

In seeking to get the West Virginia Public Service Commission to allow it to sell all or a portion of its Pleasants Power Station, Ohio-based FirstEnergy Corp. is following a strategy of re-regulation that stands to benefit shareholders at ratepayer expense. The coal-fired 1,300-megawatt Pleasants plant is currently owned by a FirstEnergy deregulated subsidiary, Allegheny […]

September 8, 2016 Read More →
IEEFA Ohio: Damn Tradition, Bailouts Are Where It’s At

IEEFA Ohio: Damn Tradition, Bailouts Are Where It’s At

Update: FirstEnergy Piles Insult Onto Billions of Dollars in Injury by Threatening to Move Its Headquarters From Akron

Call me old-fashioned, but I’ve always thought investor-owned electric utilities were set up to provide power to consumers who paid for what they got.    In states where electricity is deregulated, utility companies compete for customers—just like any other business does. And in states where utilities are regulated, public-utility commissions determine how rates are set […]

August 24, 2016 Read More →
IEEFA Report: India Clings to Questionable Ultra Mega Power Plant Plans

IEEFA Report: India Clings to Questionable Ultra Mega Power Plant Plans

Viability Issues Continue to Complicate New Coal-Fired Projects

We’ve published a report today noting that while India has undergone an admirable energy-policy shift over the past few years, it is clinging unwisely to plans to build two costly coal-fired Ultra Mega Power Plants. Our report—“India’s Questionable Ultra Mega Power Plans”— details how these UMPP projects stand in jarring contrast to better-advised initiatives that […]

August 3, 2016 Read More →

More News and Commentary

Rhodium Group: More coal plant retirements looming

Greentech Media: The U.S. coal power plant fleet has been shrinking for years, with the official tally of coal plants closed exceeding those still open as of late last year. Another 43 gigawatts, or about 18 percent of the remaining 249 gigawatts of capacity, is expected to close by 2030.   Absent “market interventions at […]

August 16, 2018 Read More →

Federal judge orders updated environmental review for Keystone XL

Omaha World-Record: A federal court in Montana has ruled that TransCanada must conduct an additional environmental review before it moves forward with the alternative route that has been approved for the controversial Keystone XL pipeline. The decision is being hailed by those opposing the pipeline as a victory. However, it’s not clear whether the decision […]

August 16, 2018 Read More →

Solar helps Japan cope with sweltering summer

Nikkei Asian Review: As temperatures soared to record highs across Japan this summer and people scrambled to beat the heat, power companies turned to solar power to weather the surge in air conditioner usage. After the March 2011 earthquake and tsunami, which forced the shutdown of all nuclear power plants — most of which are […]

August 16, 2018 Read More →

Fluence announces largest Canadian battery storage project

Energy Storage News: A vast new energy storage system – thought to be the largest of its kind in Canada to date with 48 MW/144 MWh capacity, will be built in the city of Sault Ste Marie, Ontario. Fluence, the venture jointly owned by developer AES Corporation and Siemens, will provide energy storage technology and […]

August 16, 2018 Read More →

India seeks bids for solar-wind-battery system

Mercom India: The Solar Energy Corporation of India Limited (SECI) has issued a tender for the development of 160 MW of solar-wind hybrid power project with battery energy storage system (BESS) at Ramagiri, located in Anantapur district of Andhra Pradesh. The scope of work includes the design, engineering, supply, construction, installation, testing, and commissioning of […]

August 16, 2018 Read More →

Maryland takes lead in forcing coal plants to clean up water discharges

The Baltimore Sun: Maryland is requiring three coal power plants to limit the amount of mercury, arsenic and other toxic metals they release into the Potomac and Patuxent rivers starting in 2020, amid uncertainty over whether the federal government will address the discharges. State environmental regulators issued the new water discharge permits to the Chalk […]

August 15, 2018 Read More →

Gigawatt-sized Cultana Solar Farm takes shape in South Australia

The Guardian: Billionaire UK industrialist Sanjeev Gupta has launched a $1bn, one-gigawatt renewable energy plan based in South Australia’s mid-north that he says will lead Australian industry’s transition to more competitive power. In the first of a number of projects slated for the upper Spencer Gulf region, which will also include a lithium-ion battery bigger […]

August 15, 2018 Read More →

China challenges U.S. solar tariffs at WTO

Associated Press: China says it is challenging a U.S. tariff hike on solar panels before the World Trade Organization, adding to its sprawling conflicts with President Donald Trump over trade and technology. The 30 percent tariffs announced in January improperly help U.S. producers in violation of WTO rules, the Commerce Ministry said. It said a […]

August 15, 2018 Read More →

Traverse City utility adopts 2040 100% renewable goal

Traverse City Record Eagle: Wind, solar and landfill gas could power all of Traverse City Light & Power’s customers by 2040 if the utility meets its renewable energy goals. Utility board members set the target when they adopted a 2018 strategic plan at their meeting Tuesday. It covers a wide range of topics, from maintaining […]

August 15, 2018 Read More →

Tesla wins another big battery project in Australia

Electrek: Tesla’s energy division is on a roll when it comes to large battery projects, especially in Australia since the success of its giant battery system in in the country. Now we learn that Tesla won another contract for a massive battery system project to deploy Powerpacks at another wind farm in Australia. Tesla’s 100 […]

August 15, 2018 Read More →