Renewables

IEEFA Research

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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IEEFA Year in Review 2016

2016 Has Been a Year of Rapid Change and Gathering Momentum in Global Energy Markets

The global transition to renewables is accelerating The pace of change is happening faster than most predicted Those being left behind are facing increasing financial risks Nov. 4, 2016—Ahead of the opening of COP22 in Morocco, the Institute for Energy Economics and Financial Analysis (IEEFA) published a report today documenting key trends and milestones in […]

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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 […]

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IEEFA Questions PREPA’s ‘Misguided’ Electric Plan for Puerto Rico; Notes High Risks and Costs; Sees Perpetuation of Import Addiction

Call for Energy Independence in U.S. Commonwealth

‘Extraordinarily Short Shrift to the Potential for Renewable-Energy Development and for Energy-Efficiency Improvements’ CLEVELAND, May 2, 2016 (IEEFA) — The Institute for Energy Economics and Financial Analysis has filed public comments recommending that the Puerto Rico Electric Commission reject the Puerto Rico Electric Power Authority’s plan to rebuild the island’s electricity system. The comments, which […]

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Eight (8) Signs Now Is the Time to Invest in Energy Transformation

Eight (8) Signs Now Is the Time to Invest in Energy Transformation

Rapid Change Is Already Being Driven by New Policies and the Shifting Sands of Finance

Evidence continues to mount that the world is beyond peak coal consumption and that its appetite for thermal coal is waning. This trend has gathered remarkable momentum in 2015, as seen in sharp consumption declines in key coal markets. We’ve published a report today that explores recent developments around the world: “Carpe Diem: Eight Signs […]

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US$100 Billion in New Renewable Investments in 2015 Power India’s Energy Transition

US$100 Billion in New Renewable Investments in 2015 Power India’s Energy Transition

Nov. 12, 2015 (IEEFA) — Investments worth more than US$100 billion over the past eight months are driving an unprecedented shift to renewable energy in India, according to a major new report from the Institute for Energy Economics and Financial Analysis (IEEFA). The report—India’s Electricity Sector Transformation—charts the accelerating influx of global capital into India […]

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More News and Commentary

On the Blogs: Signs of Cracks in Status-Quo Opposition to Wind Power in Southeast U.S.

InsideClimate News: “Once you see, hear and feel these machines, and are able to get a sense of how well they integrate into an agricultural landscape, it is hard to have too much negative to say,” Kollins said. In the case of these legislators, she turned out to be right. After the tour, House Speaker […]

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On the Blogs: ‘Vanishing Demand’ for Coal-Fired Electricity

WamstedOnEnergy.com: It’s planning time in the electric utility industry, and a raft of new reports make two points abundantly clear: Efforts to “save” the coal industry are bound to founder since utilities, as a group coal’s largest customer by far, have moved on and are planning a cleaner future in which the black rock’s current […]

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Costs Fall and Demand Grows as Billions Pour Into Renewables

SNL: Worldwide spending on clean energy fell by 17% in the first quarter, as investments declined year over year in the U.S. and China and a market glut weighed on solar equipment prices. Investors poured $53.6 billion into renewable energy and “energy smart technologies” during the first three months of 2017, including $39 billion in […]

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Help Wanted, New Role: CUO (Chief Utility Officer)

Harvard Business Review: The benefits of smarter utility consumption go beyond just a smaller bill. Eliminating the 30% of unnecessary consumption can improve profitability, reduce equipment downtime, become a competitive differentiator, and lower carbon emissions. The marginal effect on profit through reducing utility costs can be significant. Every dollar saved in utility costs becomes an […]

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IEEFA Update: The Emperor Isn’t Wearing Very Much

IEEFA Update: The Emperor Isn’t Wearing Very Much

A Report to Heed: ‘Why Investors Should Treat Oil Company Energy Forecasts With Caution’ (and Perhaps ExxonMobil’s With the Most Caution)

The energy sector is going through a time of unprecedented change, and investors should take heed. We publish often on the sweep and pace of this shift in our ongoing analysis of the U.S. coal industry; our research on oil majors like Exxon; our work on public policy from Puerto Rico to Norway; our commentary […]

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Little Demand Seen for More Australian Coal

Australia Financial Review: Mr Turnbull arrives in India at a pivotal stage in Adani’s marathon effort to have the thermal coal project approved, and at this stage of the game, few can do more to help Carmichael than Australia’s 29th prime minister. A loan through the government’s $5 billion Northern Australia Infrastructure Fund (NAIF) would […]

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Analysis: $96 Billion in New U.S. Wind Projects by 2021

SNL: U.S. wind developers have proposed to invest $96 billion in new wind power plants over the next four years, according to an SNL Energy analysis of projects already in the planning stages. This is the largest investment scheduled among gas, solar and wind projects in the same time frame. There are 49 GW of […]

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As Global Costs Fall, Renewables Gain

Bloomberg News: Renewables were the biggest new source of electricity last year as the cost of building new wind and solar farms fell. Clean energy provided 55 percent of all new capacity added worldwide, the most ever, and total investment was about double the amount for generators driven by fossil fuels, according to a report […]

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On the Blogs: India’s Renewables Surge Continues

SunWindEnergy.com: Tim Buckley, a Director at the Institute for Energy Economics and Financial Analysis, said “Goyal has put forward an energy plan that is commercially viable and commercially justified without subsidies, so you have big global corporations and utilities committing to it.” Vinjay Rustag, Managing Director of Bridge to India, said “When you talk to […]

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IEEFA Update: The Texas Electricity Transition Gains Pace

IEEFA Update: The Texas Electricity Transition Gains Pace

More Coal Plant Closings on the Horizon; Wind and Solar on the Rise

Texas continues its remarkable transition away from coal-fired electricity generation. And the trend is gaining momentum because market forces are in the driver’s seat, which is to say coal plants for the most part are no longer competitive with other sources of energy. A report we published last fall—“The Beginning of the End: Fundamental Changes […]

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