Coal India

IEEFA Research

IEEFA: Global capital mobilising for India’s $500bn renewable energy infrastructure opportunity

IEEFA: Global capital mobilising for India’s $500bn renewable energy infrastructure opportunity

The key domestic and international institutions driving renewable energy growth in India

16 February 2021 (IEEFA India): A huge global capital pool is mobilising to invest in renewable energy and grid projects in India, according to a new IEEFA report, with pull factors including solar power tariffs hitting record lows, plunging solar module costs, record low interest rates, and the security of government-backed, 25-year power purchase agreements (PPAs). […]

IEEFA: India could compete against China in solar module production with the right government support

IEEFA: India could compete against China in solar module production with the right government support

The focus should be on helping manufacturers become globally competitive

7 January 2021 (IEEFA India): Although one of the top 10 solar module producers in the world, India is lagging behind its biggest competitor China, finds a new report by the Institute for Energy Economics and Financial Analysis (IEEFA) and JMK Research. The report, Viability Assessment of New Domestic Solar Module Manufacturing Units, finds current production capacity in […]

IEEFA India: Government incentives increasing green investment by state-owned enterprises

Government embracing shift away from dominance of fossil fuels in energy portfolios

December 2019 (IEEFA India): The Indian government is leading the adoption of new energy technologies in the current global energy transition through various policy initiatives and learning by doing, a new IEEFA briefing note has found. In October 2019, the Ministry of New and Renewable Energy (MNRE) asked all state owned enterprises (SOEs) to prioritise […]

and December 11, 2019 Read More →
IEEFA Study: Corporate Restructuring at Adani Enterprises Enhances Shareholder Value; Marginalizes Australian Coal Project; Better Aligns Adani Group With Transformation of India’s Electricity Sector

IEEFA Study: Corporate Restructuring at Adani Enterprises Enhances Shareholder Value; Marginalizes Australian Coal Project; Better Aligns Adani Group With Transformation of India’s Electricity Sector

Proposed Development of Galilee Basin Project Will Become ‘Collateral Damage’

CLEVELAND, May 5, 2015 (IEEFA.org) — A report published today by the Institute for Energy Economics and Financial Analysis (IEEFA) concludes that Adani Enterprises’ recent corporate restructuring better aligns its parent Adani Group with minority shareholders and with new opportunities emerging in the Indian electricity sector transformation. It concludes also that the restructuring—which vastly reduces […]

Briefing note: Fossil fuels, energy transition & risk

Briefing note: Fossil fuels, energy transition & risk

 Briefing note: Fossil fuels, energy transition & risk (pdf)

June 5, 2014 Read More →
Briefing note: Thermal coal outlook

Briefing note: Thermal coal outlook

Briefing note: Thermal coal outlook (pdf) By Tim Buckley,  Director of Energy Resource Studies, Australasia, IEEFA  

May 15, 2014 Read More →
Briefing note: India power prices

Briefing note: India power prices

Briefing note: India power prices (pdf) By Tim Buckley,  Director of Energy Resource Studies, Australasia, IEEFA

May 5, 2014 Read More →
Report- Coal India: Running on empty?

Report- Coal India: Running on empty?

Coal India: Running on Empty? CIL’s extractable coal reserves could be exhausted in 17 years (PDF)

September 23, 2013 Read More →

More News and Commentary

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IEEFA: India has a record level of stockpiled coal dampening need for new domestic mines

Proposed coal mining expansions at odds with excess supply

8 April 2021 (IEEFA India): India has stockpiled a record 132 million tonnes of coal – enough to run India’s power plants for two months – greatly exceeding the average of the previous five years, finds a new briefing note by the Institute for Energy Economics and Financial Analysis (IEEFA). The note by analyst and […]

IEEFA: There’s no way out for India’s stranded thermal power assets

IEEFA: There’s no way out for India’s stranded thermal power assets

Investors are increasingly unwilling to risk capital in a sector with US$40-60 billion of non-performing assets

India’s 40 gigawatts (GW) of stressed and stranded thermal power assets, identified by a special parliamentary committee in March 2018, still linger on – most of them without any feasible resolution. The multitude of fundamental problems still persist despite efforts to resolve them by the government, lending institutions and proponents of the projects. These include […]

March 29, 2021 Read More →
IEEFA: India should focus on reducing coal power generation instead of capacity

IEEFA: India should focus on reducing coal power generation instead of capacity

Nearly half of existing coal power in India is more expensive than new renewable power

To get to its ambitious climate targets, India not only needs to do more renewables – and by the term ‘renewables’ we mean all clean generation technologies including battery storage, green hydrogen, smart grids and energy efficiency – but also less fossils. Further, India needs to drive electrification of the transport sector to reduce its […]

IEEFA: Global capital mobilising for India’s $500bn renewable energy infrastructure opportunity
, and

IEEFA: Global capital mobilising for India’s $500bn renewable energy infrastructure opportunity

The key domestic and international institutions driving renewable energy growth in India

16 February 2021 (IEEFA India): A huge global capital pool is mobilising to invest in renewable energy and grid projects in India, according to a new IEEFA report, with pull factors including solar power tariffs hitting record lows, plunging solar module costs, record low interest rates, and the security of government-backed, 25-year power purchase agreements (PPAs). […]

IEEFA: India may face unbudgeted energy transition risk of nearly $9 billion
and

IEEFA: India may face unbudgeted energy transition risk of nearly $9 billion

Fault lines revealed in coal-dominated state Indian enterprises’ response to energy transition risk

India is at the forefront of new global energy trends with renewable energy generation continuing to replace coal-based power. Since 2017, renewable energy has outpaced coal capacity additions by more than two to one (Figure 1). This trend is expected to continue going forward to expand to almost 100% of net new capacity as and […]

IEEFA: India could compete against China in solar module production with the right government support
, and

IEEFA: India could compete against China in solar module production with the right government support

The focus should be on helping manufacturers become globally competitive

7 January 2021 (IEEFA India): Although one of the top 10 solar module producers in the world, India is lagging behind its biggest competitor China, finds a new report by the Institute for Energy Economics and Financial Analysis (IEEFA) and JMK Research. The report, Viability Assessment of New Domestic Solar Module Manufacturing Units, finds current production capacity in […]

Coal India moving forward with plans to install 3GW of solar capacity by 2024

ETEnergyworld.com: State-owned Coal India on Monday said it plans to set up 14 rooftop and ground-mounted solar power projects of 3,000 MW capacity by 2023-24 which will entail an investment of Rs 5,650 crore. Coal India (CIL) is mandated by the coal ministry to become a net zero carbon company. Solar power initiative is a […]

November 24, 2020 Read More →

IEEFA: Why 2020 is turning out be a pivotal year for fossil fuel exits

The writing is on the wall for coal, and now globally significant financial institutions are starting to shun high risk oil and gas projects

What started as a trickle is turning into a rush for the exit as countries, financial institutions and companies commit to quitting coal – and increasingly oil and gas as well. 2020 to-date has seen 56 global banks, insurers, pension funds and asset managers announce new or expanded coal exit policies – 143 globally significant […]

October 30, 2020 Read More →

Coal India’s valuation eroding under climate transition risk

Coal power generation under pressure from increasing renewable energy

At approximately 70% of generation, coal is the dominant fuel for electricity (or power) in India.[1] Further, in India, most coal (again, approximately 70%) is used for power generation.[2] Due to various reasons; including coal’s historic cost-competitiveness, energy security, incumbency and ability to provide baseload power; many believe that coal is likely to remain the […]

HESTA, major Australian retirement fund, completes divestment from thermal coal

The Sydney Morning Herald: The $52 billion super fund for healthcare workers has divested holdings in thermal coal companies under a new climate policy that commits to ‘net zero’ emissions across the entire portfolio by 2050. HESTA’s updated climate plan involves reducing absolute carbon emissions across its investment portfolio by 33% within the decade and […]

June 26, 2020 Read More →