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IEEFA Research

IEEFA Australia: AGL Energy has lost over 70% of its market value, destroying A$12 billion in shareholder wealth

IEEFA Australia: AGL Energy has lost over 70% of its market value, destroying A$12 billion in shareholder wealth

It’s an (expensive) sorry tale when companies ignore shareholders and continue to invest in fossil fuels

22 July 2021 (IEEFA Australia): In failing to realise its early green ambition AGL Energy, one of Australia’s biggest electricity generators and retailers wiped over 70% off its market value in just four years, destroying A$12 billion in shareholder wealth, finds a new report by the Institute for Energy Economics and Financial Analysis (IEEFA). Author […]

IEEFA U.S.: Energy transition to renewables likely to accelerate over next two to three years

IEEFA U.S.: Energy transition to renewables likely to accelerate over next two to three years

Coal, gas set to become biggest losers as renewable generation climbs quickly

March 31, 2021 (IEEFA) — The speed and scope of the energy transition to renewables will pick up pace over the next two to three years, according to the Institute for Energy Economics and Financial Analysis’ U.S. Power Sector Outlook 2021. Solar and battery storage adoption is enjoying almost exponential growth, and wind and solar […]

IEEFA U.S.: Financial rationale for Mountain Valley Pipeline has evaporated in changing market

IEEFA U.S.: Financial rationale for Mountain Valley Pipeline has evaporated in changing market

Falling demand, legal and regulatory challenges spell financial peril for pipeline project

March 8, 2021 (IEEFA) — A 303-mile pipeline that would move natural gas from the Appalachian Basin to markets in the eastern and southern U.S. is in financial jeopardy because of reduced demand projections and legal challenges, according to a report released today by the Institute for Energy Economics and Financial Analysis (IEEFA). The Mountain […]

IEEFA: Duke Energy’s North Carolina gas IRPs fail to consider battery storage as viable option

IEEFA: Duke Energy’s North Carolina gas IRPs fail to consider battery storage as viable option

Utility claims natural gas is cheaper than battery storage

February 18, 2021 (IEEFA) — Duke Energy’s plans for its two utilities in the Carolinas rely on outdated cost estimates to avoid expanding battery storage capacity, according to a new study by the Institute for Energy Economics and Financial Analysis (IEEFA). In their latest integrated resource plans (IRPs), Duke Energy Progress and Duke Energy Carolinas […]

IEEFA report: Coal-fired power generation collapsing across Southeast U.S., longtime bastion of the industry

IEEFA report: Coal-fired power generation collapsing across Southeast U.S., longtime bastion of the industry

Decade-long influx of cheap gas started regional transition; solar expected to finish it

Oct. 1, 2019 (IEEFA U.S.) – Abundant gas supplies have transformed the electricity-generation sector in the traditionally coal-dominated Southeast U.S. Planned new solar construction in the region will add momentum to the energy transition and likely lead to the zeroing out of all coal generation in a number of states in the near future, finds […]

More News and Commentary

IEEFA Update: Financing the future of green hydrogen

Investors are punting and risk capital is moving

The next energy market disruptor, green hydrogen is moving at lightspeed and global investment, with strong policy support and replication of the solar learning curve, is adding to the momentum. In this ongoing global energy system transformation, the outcome is as inevitable as it is overdue. A number of factors are accelerating the shift from […]

January 26, 2022 Read More →

IEEFA: BlackRock has moved rapidly on climate – but Adani exposures remain a major obstacle

A glaring inconsistency in the US$10 trillion giant’s commitment to climate action

One of the successes of the COP26 summit was the growth in the UN-convened Glasgow Financial Alliance for Net Zero to a US$130 trillion of collective assets, almost double the total of just six months ago. Enforcement of the substance of this pledge comes next. And within that, BlackRock has moved massively on the issue of climate […]

November 19, 2021 Read More →
IEEFA: A circular economy can support India’s push for clean energy and self-reliance
and

IEEFA: A circular economy can support India’s push for clean energy and self-reliance

End-of-life solar panels and batteries contain valuable raw materials for the clean energy transition

23 September 2021 (IEEFA India): The adoption of a ‘circular’ approach to managing end-of-life solar photovoltaic (PV) modules, wind blades and batteries would reduce future wastage of the high-value, critical raw materials needed for India’s massive clean energy transition, according to a new report from the Institute for Energy Economics and Financial Analysis (IEEFA). The […]

New U.S. solar capacity additions dip slightly but demand still strong

S&P Capital IQ ($): Solar power capacity additions in the second quarter of 2021 dipped compared to the year-ago period as developers encountered supply-side headwinds. However, demand remained strong, with a robust pipeline of projects totaling 17,428 MW under construction. Developers put into service 1,968 MW of utility-scale solar power capacity from April to June, […]

September 7, 2021 Read More →

One-third of 2020 U.S. coal production went to plants slated for closure

S&P Global Market Intelligence ($): U.S. thermal coal producers watched their domestic customer base shrink in 2020 as utilities continued to announce coal-fired power plant closures and transition to less expensive renewable and natural gas sources. Companies delivered about 33.4% of the total coal produced last year in the U.S. to power plants already slated […]

August 16, 2021 Read More →

AES Indiana to buy big solar-plus-storage project from NextEra Energy

ReNews.biz: AES Indiana today announced plans to acquire and construct the 250MW Petersburg solar plus storage facility in the U.S. state of Indiana from NextEra Energy Resources for an undisclosed price. The project, in Pike County, will have 180 megawatt-hours of storage capacity. It will be connected to AES Indiana’s existing Petersburg generating station and […]

August 4, 2021 Read More →

NextEra added 1,840 MW of renewables, storage to backlog in Q2

Utility Dive: NextEra Energy subsidiary Florida Power & Light (FPL) in June “demolished” its last coal-fired plant in the state, and plans to replace it with a solar energy complex, Rebecca Kujawa, executive vice president of finance and chief financial officer, told analysts Friday during the company’s second quarter earnings call. NextEra Energy Resources, the […]

July 26, 2021 Read More →

Avangrid-NextEra squabble threatens Massachusetts climate goals

MassLive: The dispute is over a 145-mile transmission line, which would cost nearly $1 billion and is being financed by Massachusetts electric ratepayers, which would eventually bring hydropower from Canada to Massachusetts. The two energy companies, NextEra Energy and Avangrid rival complaints are risking the state’s ability to comply with its new climate law signed […]

July 23, 2021 Read More →
IEEFA Australia: AGL Energy has lost over 70% of its market value, destroying A$12 billion in shareholder wealth
and

IEEFA Australia: AGL Energy has lost over 70% of its market value, destroying A$12 billion in shareholder wealth

It’s an (expensive) sorry tale when companies ignore shareholders and continue to invest in fossil fuels

22 July 2021 (IEEFA Australia): In failing to realise its early green ambition AGL Energy, one of Australia’s biggest electricity generators and retailers wiped over 70% off its market value in just four years, destroying A$12 billion in shareholder wealth, finds a new report by the Institute for Energy Economics and Financial Analysis (IEEFA). Author […]

Alliant begins work on 675MW of Wisconsin solar projects

PV Tech: US utility Alliant Energy has started construction work on a 675MW portfolio of solar projects in Wisconsin after securing approval from state authorities. The portfolio, announced by Alliant last year and consisting of six plants, was green-lighted by the Public Service Commission of Wisconsin in April. The utility has contracted Burns & McDonnell […]

July 13, 2021 Read More →