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IEEFA Research

IEEFA update: ‘We Want Sun’ report outlines path forward on Puerto Rican electricity policy

Placing sustainability and self-sufficiency ahead of dependency on imported fossil fuels

Oct. 1, 2018 (IEEFA) — The Institute for Energy Economics and Financial Analysis published a report today in concert with a coalition of Puerto Rican public policy organizations, labor organizations and energy experts detailing the island’s largely untapped possibilities in solar-powered electricity generation. The report “Queremos Sol” (“We Want Sun”)—outlines a power-system transformation that would place sustainability and […]

October 3, 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: 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 →

More News and Commentary

Florida Power & Light makes major move to solar PV

Sun Sentinel: Florida Power & Light Co. announced a major solar plan Wednesday, vowing to install more than 30 million solar panels in Florida by 2030. The goal is to make Florida a “world leader in the production of solar energy,” the Juno Beach-based electric utility says. FPL said it has secured solar sites across […]

January 17, 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 →

Google to get 300MW of new TVA solar for Alabama, Tennessee data centers

Times Free Press: The world’s biggest solar producer will build Alabama’s biggest solar farm in Hollywood, Alabama, in the next two years to supply renewable energy for the $600 million data center Google is building on TVA’s former Widows Creek coal plant site. NextEra Energy Resources will build the new 150-megawatt solar farm near the […]

January 17, 2019 Read More →

Analysis finds ‘verdant’ MacArthur Foundation still invests in fossil fuels

Nonprofit Chronicles: Eighteen months ago, the people who manage the endowment at the John D. and Catherine T. MacArthur Foundation got some bad news: Investments they had made in funds managed by EnerVest, a Houston-based private equity firm that operates more than 33,000 oil and gas wells across the US, had plummeted in value to […]

January 17, 2019 Read More →

On the blogs: Fracking controversy on the rise in Argentina

OPSur: German photojournalist Stefan Borghardt was detained and beaten and had his equipment confiscated by police because of taking photographs of the Treater oil waste treatment plant in the town of Añelo. Borghardt was reporting on fracking in Argentina, particularly the Vaca Muerta megaproject. The Treater plant is used by the oil companies YPF, Total, […]

January 17, 2019 Read More →

EIA: U.S. coal production to fall below 700 million tons in 2020

S&P Global Market Intelligence ($): The federal government trimmed its near-term forecast for U.S. coal production as the sector is expected to shrink even further over the next two years due to coal’s “relatively weak competitiveness in the electric power sector compared with natural gas” and lower expected opportunities for coal exports. U.S. coal production […]

January 16, 2019 Read More →

Wind likely to top coal as Kansas’ leading electricity supplier this year

KCUR: Wind is beginning to challenge coal’s status as the primary energy source for electricity produced in Kansas. The shift has accelerated almost exponentially since 2010. As the cost to develop major wind projects has decreased, the cost to operate and maintain aging coal plants has gone up. The simple economics of the equation means […]

January 16, 2019 Read More →

Gov. Cuomo pushes major renewable energy effort in New York

Greentech Media: New York Governor Andrew Cuomo announced the launch of a “Green New Deal” initiative Tuesday, responding to pressure for bold climate action from progressives and clean energy advocates. The plan, outlined in Cuomo’s 2019 Justice Agenda, calls for a “globally unprecedented” ramp-up in renewable energy deployments as New York seeks to achieve 100 […]

January 16, 2019 Read More →

Leading U.S. roofing company sees big potential in solar shingles

Renew Economy: US-based Standard Industries, the world’s largest roofing and waterproofing manufacturer, announced this week that it was launching a rooftop solar company in the US with the intention of “revolutionising” the adoption of rooftop solar for “everyday consumers.” The new company, GAF Energy, will work in partnership with GAF – Standard Industries’ flagship company […]

January 16, 2019 Read More →

Siemens Gamesa aims to have 10MW offshore turbine ready by 2022

ReNews: Siemens Gamesa has taken the wraps off a new 10MW offshore wind turbine that offers up to 30% more annual energy production than its current 8MW offering. The SG 10.0-193 comes with a 193-metre rotor and 94-metre blades. Units will be market-ready in 2022 and a prototype is due to go up this year. […]

January 16, 2019 Read More →