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IEEFA India: There has never been a better time for domestic solar module manufacturing

Domestic policy environment and global inflation favour viability of made-in-India modules

‘Atmanirbharta’ (self-reliance) has been identified by the Indian government as a key element of strategic policy for the country’s economic recovery from the COVID-19 pandemic. Given this, clean energy, with an investment potential of more than US$500 billion over this decade, has become a focus area for the economy. India’s ambitious target of 450 gigawatts […]

December 23, 2021 Read More →


IEEFA Australia: Captive insurers threaten an orderly coal exit

As insurers retreat, the coal industry is turning to self-insurance

The good news is that coal is rapidly becoming uninsurable. Coal has been one of the largest contributors to climate change in history, and COP26 recently identified its elimination from energy sources as a prerequisite to meet the Paris Agreement’s 1.5℃ warming target. European insurers like AXA, SCOR and Zurich have led the way in […]

IEEFA: Postcard from 2030. Energy is clean, finance is moral, wish you were here

Looking back over a hypothetical decade of positive change, here's what we ideally should see

In the abiding issue of our time, decarbonisation, there are slivers of hope and grave concerns. In an ideal world in 2030, capitalism has been redefined and companies that destroy the environment cannot operate. Here are the questions and answers that should define a decade of positive change. What was the financial market response to […]

December 22, 2021 Read More →
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IEEFA/JMK India: New restrictions on banking of power risk curbing renewable energy growth

Surplus solar or wind power in peak generation periods will be wasted unless there are provisions to deposit and withdraw

21 December 2021 (IEEFA/JMK Research India): New restrictions on banking of power will inhibit the growth of the rooftop and open-access solar market, and potentially slow progress towards India’s national target of 450 gigawatts (GW) of installed renewable capacity by 2030, according to a new briefing note by the Institute for Energy Economics and Financial Analysis […]

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