Transition

IEEFA Research

IEEFA report: Seven disruptions driving the modernization of electricity generation and transmission

IEEFA report: Seven disruptions driving the modernization of electricity generation and transmission

Overlapping forces spell further declines for coal-fired power

We’ve published a research brief today that looks at the underlying forces driving a global shift in how electricity is generated. Our paper—“The Seven Technology Disruptions Driving the Global Energy Transition”—is a primer on fundamental changes occurring now that are collectively displacing coal from its long-dominant role in power generation. We note in the brief […]

October 5, 2018 Read More →

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 report: Benefits to Engie from closing three German coal-fired power plants would outweigh any gains from selling them

IEEFA report: Benefits to Engie from closing three German coal-fired power plants would outweigh any gains from selling them

Shutdown would be in line with corporate responsibility commitments, prevent rivals from gaining market share, and signal that utility giant “is part of the solution” to Germany's coal phase-out plans

Sept 4, 2018 (IEEFA) — The French multinational energy company Engie would be better off closing its three coal-fired plants in Germany than selling them, concludes a report published today by the Institute for Energy Economics and Financial Analysis (IEEFA). The authors of the report see Engie best protecting its position in the German electricity […]

September 4, 2018 Read More →
IEEFA report: Poland’s biggest utility is risking financial instability by doubling down on coal-fired generation

IEEFA report: Poland’s biggest utility is risking financial instability by doubling down on coal-fired generation

New EU emissions regulations raise compliance issues at PGE; Outdated business model may cost billions; ‘An accelerated deployment of renewables’ makes more sense

June 13, 2018 (IEEFA) – New air pollution regulations coupled with rising carbon prices put Poland’s biggest utility, PGE, at serious risk of financial disarray if it continues to pursue a coal-heavy upgrade strategy, concludes a report published today by the Institute for Energy Economics and Financial Analysis. A strategic shift toward a renewable energy-based […]

IEEFA Report: Advances in Solar Energy Accelerate Global Shift in Electricity Generation

IEEFA Report: Advances in Solar Energy Accelerate Global Shift in Electricity Generation

Rapid Cost Deflation, Broad Gains in Scale; Key Momentum in China and India; Crucial Support From International Capital Markets and Tech Giants; Expansion Role Seen for National Governments

May 21, 2018 (IEEFA.org) – A report published today by the Institute for Energy Economics and Financial Analysis describes how solar energy is accelerating the transformation of the global electricity-generation sector through gains in technology innovation and price deflation. The study—“Solar Is Driving a Global Shift in Energy Markets”—details some of the world’s biggest utility-scale […]

IEEFA Indonesia: Coal-Centric State Utility Will Likely Raise Rates by 2020

IEEFA Indonesia: Coal-Centric State Utility Will Likely Raise Rates by 2020

‘New Level of Risk’ Seen in Investing in Outdated Power Generation

May 14, 2018 (IEEFA) — Indonesia’s state-owned utility may raise electricity tariffs to offset its growing costs, concludes an investment-research memo published today by the Institute for Energy Economics and Financial Analysis. The memo—“PLN’s Coal IPP Funding Gap Suggests Tariffs Must Rise in 2020”—comes as the utility plans to bring a more than $1 billion debt […]

IEEFA Update: 2 Out-of-State Potential Navajo Generating Station Buyers Face Long Odds

Research: 6 ‘Insurmountable’ Risks in Keeping Plant Open Beyond 2019

A research brief published today by the Institute for Energy Economics and Financial Analysis details six business risks that would likely prevent the Navajo Generating Station (NGS) from remaining a viable operation if it is kept open after its scheduled retirement at the end of 2019. The memo comes as talks have surfaced with potential […]

April 26, 2018 Read More →
IEEFA Update: Push to Keep Navajo Generating Station Alive in Deal With Arizona Water Distributor Is Fraught With Risk

IEEFA Update: Push to Keep Navajo Generating Station Alive in Deal With Arizona Water Distributor Is Fraught With Risk

Research Brief: Regardless of Ownership, Outlook for Southwest U.S. Coal-Fired Electricity Plant Is Bleaker Than Ever

April 11, 2018 (IEEFA) — The Institute for Energy Economics and Financial Analysis published a research brief today that finds the financial outlook for coal-fired Navajo Generating Station is bleaker than it was when the plant’s utility owners announced last year it would be retired in 2019. The plant’s owners—Arizona Public Service Company, the Salt River Project, […]

April 11, 2018 Read More →

IEEFA Philippines: ‘Opportunities Now to Transform the Nation’s Energy Sector’

A ‘Least-Cost Mechanism’ Would Encourage Modernization

March 16, 2018 (IEEFA) — Rapidly declining costs and technological advances in renewable energy, liquefied natural gas (LNG), energy efficiency, and storage are creating an “enormous opportunity” for greater use of cheaper electricity-generation domestic alternatives to imported coal and diesel in the Philippines, concludes a new research brief published by the Institute for Energy Economics and […]

March 16, 2018 Read More →

IEEFA Report: Puerto Rico Can Get 40% of Its Electricity From Renewables by 2028

Transition Will Require Modernization of Generation, Transmission, and Distribution as Well as Strong Regulatory Oversight

March 1, 2018 (IEEFA) — The Institute for Energy Economics and Financial Analysis published a report today describing how Puerto Rico can get 40 percent of its electricity from renewable resources by 2028. The report, published with the Puerto Rico Institute of Competitiveness and Sustainable Economy (ICSE-PR), sees the U.S. commonwealth relying on renewables for 50 percent […]

More News and Commentary

Disney moving closer to meeting green energy goals

The New York Times: Even the visionary Walt Disney probably could not have imagined this one. The Walt Disney Company is just months away from generating enough renewable solar energy to fully power two of its four parks at the Walt Disney World Resort in central Florida. Before the end of 2018, Disney will flip […]

October 10, 2018 Read More →

Omaha utility proposing faster shift from coal to renewables

Associated Press: Omaha Public Power District is proposing more aggressive environmental goals to get electricity from renewable sources and natural gas. The electric utility’s board may vote next week on a new set of goals that would accelerate its shift away from coal to other power sources, the Omaha World-Herald reported. The utility is considering […]

October 9, 2018 Read More →
IEEFA report: Seven disruptions driving the modernization of electricity generation and transmission

IEEFA report: Seven disruptions driving the modernization of electricity generation and transmission

Overlapping forces spell further declines for coal-fired power

We’ve published a research brief today that looks at the underlying forces driving a global shift in how electricity is generated. Our paper—“The Seven Technology Disruptions Driving the Global Energy Transition”—is a primer on fundamental changes occurring now that are collectively displacing coal from its long-dominant role in power generation. We note in the brief […]

October 5, 2018 Read More →

Risks mount for coal worldwide

Capital Projects and Contracts: While President Donald Trump continues his efforts to revive the coal industry, governments across the Atlantic are vowing to crack down on greenhouse gas pollution and stop the use of the fossil fuel. Gonzalo Garcia, the global co-head of natural resources at Goldman Sachs Group, believes that Western Europe may already […]

October 5, 2018 Read More →

Oklaunion joins long list of Texas coal plants to fail economic test

Texas Observer: Chalk this one up as another loss for the White House. Last month, American Electric Power (AEP) announced that it would close its 650-megawatt power plant in Vernon, a rural community of 11,000 just south of the Texas-Oklahoma line, by September 2020. The closure of the Oklaunion Power Station is the latest in […]

October 5, 2018 Read More →

Investors push new CEO of GE to back renewables, storage

Washington Examiner: A group of environmentally focused investors and hedge fund managers is prodding General Electric’s new CEO Lawrence Culp to stave off further losses to the company’s earnings by shifting the manufacturing giant’s focus toward wind and solar energy. “As GE’s new CEO, you must make many difficult decisions,” reads a letter sent Friday […]

October 5, 2018 Read More →
IEEFA update: Time to reconsider the U.K.’s flagship scheme for avoiding blackouts

IEEFA update: Time to reconsider the U.K.’s flagship scheme for avoiding blackouts

Capacity markets have proven to be an impediment to modernization

Overlapping forces spell further declines for coal-fired power LONDON — Britain introduced a capacity market in 2014 to safeguard security of supply as the country transitioned to more variable, low-carbon electricity sources like wind and solar power, but it looks increasingly like a backward step that rewards ageing, large-scale incumbents while penalising newer, smaller competitors. […]

October 3, 2018 Read More →

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 →

Australian utility exec: Baseload power era is over

Renew Economy: [Australia’s] Origin Energy says the cost of wind and solar farms has fallen so far it is now cheaper than the marginal cost of coal generation, and the company is moving on from the concept of “24/7 base-load”. The assessment was made by Greg Jarvis, the company’s head of energy trading and operations, […]

October 3, 2018 Read More →

Colorado legislator to offer plan enabling early coal plant retirements

Energy News Network: A Colorado state legislator says he will introduce a bill in January that would give utilities a tool to accelerate retirement of power plants increasingly unable to compete with cheaper technology. The plan, known as securitization, “could deliver mass savings across Colorado,” says State Rep. Chris Hansen, a Democrat from Denver. The […]

October 2, 2018 Read More →