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

IEEFA: Global investment is racing to meet the IEA’s Net Zero by 2050 roadmap – how will this impact India?

IEEFA: Global investment is racing to meet the IEA’s Net Zero by 2050 roadmap – how will this impact India?

Global shift of funds away from fossil fuels is accelerating

The International Energy Agency’s (IEA) Net Zero Emissions (NZE) roadmap by 2050 is compatible with the Paris goal of restricting the temperature increase to below 1.5 degree Celsius. As per the NZE roadmap, the use of unabated fossil fuels declines sharply to just over a fifth of the total energy supply. More than two-thirds of […]

June 11, 2021 Read More →

World’s largest coal miner faces rising labor costs, declining prospects

Bloomberg ($): Coal India Ltd., the world’s biggest miner of the fossil fuel, is about to enter negotiations with trade unions over potentially hefty pay hikes at a time when the global push for clean energy is putting the industry’s future into doubt. The Indian coal giant is expected to begin talks this month that […]

June 2, 2021 Read More →
IEEFA Update: G7 coal finance exit and why it matters for India

IEEFA Update: G7 coal finance exit and why it matters for India

While India doesn’t rely on export credit finance to fund new coal plants, there are material implications

The commitment by the Group of Seven (G7) nations, along with several other European Union nations, to stop international financing of coal power projects by the end of this year is another strong step towards putting the world on a path to limit global warming to 1.5-2.0°C. The agreement follows the International Energy Agency’s (IEA) […]

May 28, 2021 Read More →

IEEFA India: Coal-dependent power producers should prepare for climate transition risk

Coal power producers face lower credit ratings under Paris-aligned energy transition

Climate change has created financial risks for business. These can be broadly categorised as physical and transition risks. Physical risk is easier to understand. It is essentially the impact of a changing climate on revenues as well as costs. A simple example is higher real estate operating costs due to increasing damages from floods under […]

IEEFA: Finance needs to be at the centre of India’s ‘net zero’ discussion

India must exploit the growing pool of global capital as well as tap the resources of oil and gas majors pivoting to renewable energy

With U.S. climate envoy John Kerry’s visit to India a rumour of a potential net zero announcement by India is doing the rounds. A recent flurry of reports and commentary has thrown the spotlight on India’s emerging ‘net zero’ emissions position. Whether net zero is slated for 2050 to beat China by a decade, 2047 […]

April 21, 2021 Read More →
and

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 […]