Renewables

IEEFA Research

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 Report: Renewable Energy Opportunity Now for Norway’s $976 Billion Pension Fund as Global Institutional Capital Migrates Out of Fossil Fuels

IEEFA Report: Renewable Energy Opportunity Now for Norway’s $976 Billion Pension Fund as Global Institutional Capital Migrates Out of Fossil Fuels

35% of Assets Reallocated Can Go Into High-Growth Sector; Risks Can Be Responsibly Managed; Possibilities Include Stocks, Index Funds and Infrastructure

Aug. 30, 2017  (IEEFA.org) – The Institute for Energy Economics and Financial Analysis (IEEFA) today published a report urging Norway to allocate more of its Government Pension Fund Global (GPFG) assets to the fast-growing global renewable energy market. The report — “How Renewable Energy Holdings Can Contribute to the Growth of Norway’s Pension Fund in […]

August 30, 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: State-Owned Utility NTPC Takes a Lead Role in India’s Electricity Transition

IEEFA Report: State-Owned Utility NTPC Takes a Lead Role in India’s Electricity Transition

Country’s Largest Generation Company—Ranked Third Globally in Coal-Fired Capacity and Seventh in Generation—Emerges as Key Supporter of Government’s Renewable-Energy Initiative

May 25, 2017 (IEEFA.org) — The state-owned Indian utility NTPC is playing a key role in India’s push toward retooling its electricity-generation system, according to a new report by the Institute for Energy Economics and Financial Analysis (IEEFA). The report—“NTPC as a Force in India’s Electricity Transition: Leading the Way Toward a New Energy Economy”—details how […]

IEEFA Report: Electricity-Sector Opportunity in the Philippines

IEEFA Report: Electricity-Sector Opportunity in the Philippines

The Case for Wind-and Solar-Powered Small Island Grids

May 8, 2017, MANILA (IEEFA.org) — The Institute for Energy Economics and Financial Analysis today published a report outlining how small islands in the Philippines can effectively replace outdated, diesel-fuel electricity-generation systems with solar- and wind-powered grids. The report—“Electricity-Sector Opportunity in the Philippines – The Case for Wind- and Solar-Powered Small Island Grids”—notes that many […]

IEEFA Report: A Renewables Path to Japanese Energy Security in a Post-Nuclear Era

IEEFA Report: A Renewables Path to Japanese Energy Security in a Post-Nuclear Era

Eliminating High-Risk Dependence on Imported Fuels; Exploiting Domestic Technology Advantages; Avoiding Stranded Assets in Misguided Coal Projects

We’ve just published a report that details how Japan’s post-nuclear electricity-generation economy can be viably retooled around renewable energy. Our report—“Japan: Greater Energy Security Through Renewables: Electricity Transformation in a Post-Nuclear Economy”—emphasizes the potential for national energy security through renewables, most especially wind and solar. This report documents how government policies adopted in the wake […]

IEEFA Norway: Why the World’s Biggest Sovereign Wealth Fund Should Invest in Global Renewable Energy Infrastructure

IEEFA Norway: Why the World’s Biggest Sovereign Wealth Fund Should Invest in Global Renewable Energy Infrastructure

The Sector is Growing, Returns Are Reliable, the Outlook is Positive

We published a report this morning that highlights how Norway is at a historic crossroads in how it manages some of its vast national wealth bound up in the Government Pension Fund Global (GPFG). Indeed, GPFG is facing an unusually opportune moment this summer, as Parliament considers whether to enact a mandate that would have […]

IEEFA U.S. Coal Outlook 2017: Short-Term Gains Muted by Prevailing Weaknesses in Fundamentals

IEEFA U.S. Coal Outlook 2017: Short-Term Gains Muted by Prevailing Weaknesses in Fundamentals

Production Declining by as Much as 40 Million Tons; Prices Failing to Benefit Shareholders or Stimulate New Investment; Anemic Exports; Little or No Gain From Regulatory Relief; Increasingly Dim Employment Prospects

We’re out this morning with our annual outlook for U.S. coal markets, and the picture isn’t pretty. We see the potential for some short-lived strength in the current uptick for coal producers but the title of our assessment sums up the larger view: “Short-Term Gains Will Be Muted by Prevailing Weaknesses in Fundamentals.” You can […]

IEEFA Report: China Set to Dominate U.S. in Global Renewables Boom; $32 Billion in Overseas Investments in 2016 Alone

World’s 2nd-Biggest Economy Is Bankrolling Far More Projects, and in More Countries; Gap Will Widen If Trump Administration Delivers on Policy Intentions; ‘Clean Energy Isn’t a Sector to Turn Away From’

Jan 6, 2017 (IEEFA.org) – China will likely expand its dominance of the booming global renewable- and clean-energy industries as new American energy policies come into play, concludes a report published today by the Institute for Energy Economics and Financial Analysis (IEEFA). “The change in leadership in the U.S. is likely to widen China’s global […]

January 6, 2017 Read More →
IEEFA Asia: A Better Way Forward for Electrification in Bangladesh

IEEFA Asia: A Better Way Forward for Electrification in Bangladesh

We See a Viable and Sensible Renewables Path to Rapid Eradication of Energy Poverty and to Improvements in Health and Education

We’ve just published a report that outlines a highly feasible and more cost-effective alternative to expand electrification in Bangladesh than what the Bangladesh government has in mind. Our blueprint—“Bangladesh Electricity Transition: A Diverse, Secure and Deflationary Way Forward”—outlines an expansion that would be cheaper, cleaner and provide more national energy security. Our research models an […]

More News and Commentary

IEEFA Guest Post: China’s Renewable Energy Revolution

China Is Taking the Lead in Cutting Edge Energy Technology and Increasing Its Share of Global Energy Demand

Jiang Kejun is senior researcher at the Energy Research Institute of China’s National Development and Reform Commission.  Jonathan Woetzel is a McKinsey senior partner, a director of the McKinsey Global Institute, and co-author of No Ordinary Disruption: The Four Global Forces Breaking All the Trends. 20 September 2017 – At the start of 2017, China announced […]

IEEFA Webinar: Moody’s Investor Services on the Gathering Transition to Renewables

Thursday, Sept. 28, 10 a.m. ET: Declining Capital Costs, Technological Advances, Broad Public-Political Support

Sept. 27, 2017 (IEEFA) — The Institute for Energy Economics and Financial Analysis hosts a webinar tomorrow (Thursday, Sept. 28, 10 a.m. ET, register here) with executives from Moody’s Investor Services on the gathering global transition toward renewable energy. The webinar, featuring Jim Hempstead, Moody’s managing director of global projects and infrastructure finance; Anna Zubets-Anderson, […]

September 27, 2017 Read More →

Utility Execs Press for Transition to Gas and Renewables

SNL: Power generators are reiterating plans to move away from coal­fired generation as coal producers continue to participate in a tight supply market. CMS Energy Corp. President and CEO Patricia Poppe noted the utility has reduced its carbon intensity by 30% since 2005, surpassing targets of the Obama administration’s Clean Power Plan, at an event […]

September 27, 2017 Read More →

New York Clean-Energy Projects—Mostly in Renewables—Attract More Than 200 Bids

Solar Industry Magazine: In response to two requests for proposals (RFPs) for clean energy, the New York State Energy Research and Development Authority (NYSERDA) and the New York Power Authority (NYPA) have received a total of more than 200 proposals, Gov. Andrew M. Cuomo has announced. The state expects to invest up to $1.5 billion […]

September 26, 2017 Read More →

IEEFA Update: Cracks in the War on Wind

Evolution, Tipping Points, ‘Hollow Showmanship’

Bloomberg New Energy Finance has the chart of the week in its depiction of the rapid evolution of wind turbines. Reproduced here, it reminds you a little bit of an old textbook evolution-of-man chart (Lucy to Piltdown to Neanderthal to Cromagnum). Progress in wind-turbine technology is happening a lot faster, obviously, than anything remotely biological, […]

September 22, 2017 Read More →

For Investors, a ‘Tipping Point’ Toward Renewables as Wind-Turbine Momentum Grows

Bloomberg News: The cost of renewables is plunging faster than forecasters anticipated just a few years ago as as technologies like gigantic wind turbines arrive on the market. That’s the conclusion of Bloomberg New Energy Finance, whose founder Michael Liebreich estimated that clean energy will reap 86 percent of the $10.2 trillion likely to be […]

September 20, 2017 Read More →

IEEFA Webinar: Moody’s Investors Services on Coal, Renewables, Utilities (Sept. 28, 10 a.m. ET)

IEEFA: One of the core takeaways in research published last week by Moody’s Investor Service: Declining capital costs and improved operating efficiencies will continue to drive strong growth in renewable energy over the next few years. Three Moody’s executives will be featured next week in an IEEFA webinar to discuss the research: Jim Hempstead (Managing […]

September 20, 2017 Read More →

Nuclear Industry Report: As Reactor Growth Slows, Solar and Wind Rise

PV Magazine: As renewable energy auctions continued to achieve record low prices at or around $30/MWh in Chile, Mexico, Morocco, the UAE and the U.S., the investment flow in the global energy arena has shifted away from nuclear power, resulting in only three nuclear reactors starting construction in 2016. Global nuclear power generation went up […]

September 20, 2017 Read More →

Total SA: Another Oil Major Veers Into Renewables

Financial Tribune: Oil major Total moved forward with its plan to expand in the renewable energy sector on Tuesday with investments in EREN RE and Greenflex. Total said it was buying a 23% stake in renewables company EREN RE for $285 million and added it could later acquire full control of the business, Reuters reported. […]

September 20, 2017 Read More →

Zero-Subsidy Renewables Promise a Reckoning for Old-Order Utility Industry

Bloomberg News: Renewable energy technologies are upending the century-old, centralized business model that that utilities have used to grow. The cost of electricity from offshore wind farms, once one of the most expensive forms of green energy, is expected to slide by 71 percent over the next two decades, according to Bloomberg New Energy Finance. […]

September 19, 2017 Read More →