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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

Nevada to vote on 50% renewable energy requirement

PV Magazine: If at first you don’t succeed, go directly to the people. More than eight months after Nevada Governor Brian Sandoval (R) vetoed a bill that would have increased Nevada’s renewable energy mandate to 40% by 2030, clean energy advocates have succeeded in getting enough signatures to bring an even more ambitious mandate directly […]

June 21, 2018 Read More →

German firms plan renewable friendly power-to-gas storage

Reuters: FRANKFURT—Major German power and gas grid firms Amprion and Open Grid Europe (OGE) unveiled plans on Wednesday to jointly build large power-to-gas (ptg) plants next decade, seeking to harness a new technology to help store and transport renewable energy. The two said they had presented the proposals to Germany’s energy regulator, the Federal Network […]

June 20, 2018 Read More →

South Korea moving forward with offshore wind projects

Greentech Media: Renewable energy development behemoth Macquarie is eyeing a floating turbine project in South Korea as interest in offshore wind grows across the Asia-Pacific region. The developer is reportedly partnering with South Korea’s Gyeongbuk Floating Offshore Wind Power for a 1-gigawatt project located around 30 miles from Pohang and Ulsan.  Robert Liew, senior analyst […]

June 20, 2018 Read More →

Oil and gas industry: Coal plants no more secure than pipelines

Houston Chronicle: More than 300,000 miles of natural gas transmission lines crisscross the United States, fueling electricity and industrial plants and heating homes, while also providing an alluring target for hackers looking to disrupt the American economy. Now those pipelines are at the center of a debate in Washington about the future of the power […]

June 20, 2018 Read More →

Industry data show widespread contamination from coal ash

West Virginia Public Radio: For generations, coal power has fueled American prosperity. But for each shovelful thrown into the furnaces, a pile of ash was left in its place. Today, as coal’s dominance in the power sector wanes, those piles of ash have grown into mountains as coal ash became one of the largest waste […]

June 20, 2018 Read More →

Commentary: Stock analysis shows fossil fuel divestment will not undercut fund performance

Grantham Foundation: I have met more investment committees than I care to think about. Perhaps a couple of thousand. There is a no more conservative group on the planet than an investment committee. You could be forgiven for thinking that if you cough at an investment committee they will think they are ruined! So if […]

June 20, 2018 Read More →

Australia’s Windlab Ltd. to build Tanzania’s first wind farm

The East African: Tanzania has licensed a subsidiary of Australia’s Windlab Ltd to build 300 MW Miombo Hewani wind farm in the central part of the country. Windlab said the project will be undertaken in phases with the initial part using up $300 million for 100 MW comprising up to 34 wind turbines and a […]

June 19, 2018 Read More →

NextEra quietly builds world’s largest renewable energy company

The Wall Street Journal ($): Who is the world’s largest operator of wind and solar farms? It’s also America’s most valuable power company. Still stumped? It’s by design. “That is a marketing problem…that we foster intentionally,” Michael O’Sullivan, NextEra Energy Inc.’s head of renewable development, told University of Notre Dame students in 2015. NextEra has […]

June 19, 2018 Read More →

BNEF expects steep decline in coal generation through 2050

PV Magazine: In its 2018 New Energy Outlook, Bloomberg New Energy Finance (BNEF) sees skyrocketing growth in the global solar and wind energy markets up to 2050. Overall, it anticipates that solar and wind will account for nearly half of global electricity generation by this date, driven by “precipitous” cost reductions–leading to levelized costs of […]

June 19, 2018 Read More →

Trump tariffs threaten Chinese investments in West Virginia energy sector

Pittsburgh Post-Gazette: Brian Anderson was hoping not to be alone at the podium at the Westin Convention Center on Monday morning. He was hoping to be flanked by officials from China Energy Investment Corp. and to watch the crowd’s eyes widen as the CEO of the Chinese giant announced its first few projects in the […]

June 19, 2018 Read More →