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IEEFA Research

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: 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 U.S.: FERC gives blank check approval to pipeline builders, while investors and consumers pick up costs

IEEFA U.S.: FERC gives blank check approval to pipeline builders, while investors and consumers pick up costs

Commission’s 21-year-old pipeline policy puts contracts ahead of utility customers

December 17, 2020 (IEEFA) — The federal agency responsible for approving interstate gas pipeline projects is basing its decisions on contracts rather than on today’s consumer energy needs or the public interest, according to a report released today by the Institute for Energy Economics and Financial Analysis. The report—FERC’s Failure to Analyze Energy Market Forces—details […]

IEEFA update: Peabody Energy flirts with bankruptcy—again

IEEFA update: Peabody Energy flirts with bankruptcy—again

Bear market for coal, new financial pressures push world’s largest coal company towards default

Just three-and-a-half years after emerging from its previous bankruptcy, Peabody Energy—the world’s largest private coal miner—admitted to investors on Monday that it could face yet another trip to bankruptcy court in the coming months. Coal bankruptcies in the United States have become increasingly common. Cheap gas and renewable power have steadily replaced coal in the […]

IEEFA report: Foreign investors face tough times closing Vietnam’s remaining coal power deals

IEEFA report: Foreign investors face tough times closing Vietnam’s remaining coal power deals

Project bankability at risk as new regulations threaten usual contractual terms

3 November 2020 (IEEFA Vietnam): Foreign investors will face higher-than-usual risks in concluding coal power projects in Vietnam, finds a new report from the Institute for Energy Economics and Financial Analysis (IEEFA). Author Thu Vu, Energy Analyst with IEEFA, says new regulatory and market challenges will likely prove too onerous for foreign investors in four […]

and November 3, 2020 Read More →
IEEFA: Canadian assessment of LNG ‘rising tide’ would drown balance sheets in red ink

IEEFA: Canadian assessment of LNG ‘rising tide’ would drown balance sheets in red ink

Hope springs eternal for Chinese demand but reality suggests bleak forecast for new projects

October 19, 2020 (IEEFA)— The Conference Board of Canada, an Ottawa-based research organization, has doubled down on a bad hand, according to an analysis by the Institute for Energy Economics and Financial Analysis. The Conference Board’s report, A Rising Tide: The Economic Impact of B.C.’s Liquified Natural Gas Industry, claims an expansion of the British […]

IEEFA: 50 new green hydrogen projects show Europe, Australia, Asia are lead players but US$75 billion in costs and government inaction could create delays

The green hydrogen industry needs more government backing to reach demand goals

24 August 2020 (IEEFA): The renewable rich green hydrogen industry is accelerating with 50 new projects announced in the last year including five just last month, but a new report by the Institute for Energy Economics and Financial Analysis (IEEFA) finds the pace is not fast enough to meet global energy demand, with massive capital […]

August 24, 2020 Read More →
IEEFA report: China unlikely to come to rescue of overbuilt U.S. LNG industry

IEEFA report: China unlikely to come to rescue of overbuilt U.S. LNG industry

Falling prices and shrinking demand constrain market, even before coronavirus crisis

July 29, 2020 (IEEFA) — A rebound of the ailing U.S. liquefied natural gas (LNG) industry isn’t likely to come from Chinese demand, according to a new study by the Institute for Energy Economics and Financial Analysis (IEEFA). Global LNG markets have been hammered by collapsing prices, falling consumption, and an enormous supply glut in […]

IEEFA report: Volts from the blue – floating solar to generate 900% more electricity across Asia-Pacific

IEEFA report: Volts from the blue – floating solar to generate 900% more electricity across Asia-Pacific

From below 1MW before 2019, ASEAN nations now have over 51MW installed and 858MW planned

July 1, 2020 (IEEFA) – Asia leads Europe in deploying floating solar, also known as floating photovoltaic (FPV), a new IEEFA report finds. Energy finance analysts Sara Jane Ahmed and Elrika Hamdi note that power demand in the Philippines and Malaysia has dropped by as much as 16% during the COVID-19 lockdown, causing extreme stress […]

IEEFA report: New coal power plants locking Pakistan into too much supply and unsustainable capacity payments

IEEFA report: New coal power plants locking Pakistan into too much supply and unsustainable capacity payments

Sindh province demonstrates Pakistan’s renewable energy potential

26 June 2020 (IEEFA Pakistan) ‒ With electricity demand growth slowing even before COVID-19, Pakistan is faced with the increasing financial burden of power capacity payments and overcapacity risk at a time when renewables are the cheapest source of energy available, finds a new IEEFA report. Two more Chinese-financed coal-fired plants have reached financial close […]

More News and Commentary

IRENA: Record 260GW of renewable energy capacity added worldwide in 2020

ReNews.biz: A record of over 260GW of new renewable energy capacity was installed in 2020, despite the impact of Covid-19, according to new data from the International Renewable Energy Agency (IRENA). IRENA said in its ‘Renewable Capacity Statistics 2021’ report that new capacity in 2020 exceeded expansion in 2019 by close to 50%. More than […]

April 5, 2021 Read More →

Longi, world’s largest solar company, enters hydrogen market

Bloomberg: China’s Longi Green Energy Technology Co., the world’s biggest solar company, is entering the hydrogen market, industry publication Solarzoom reported. Xi’an Longi Hydrogen Technology Co. was registered March 31 in China, according to Solarzoom. Longi’s billionaire founder and president Li Zhenguo is serving as the company’s chairman, and the shareholders are Xi’an Longi Green […]

April 5, 2021 Read More →

Global solar installations could hit 180GW in 2021—IHS Markit

Reuters: Solar installations across the world are set for their biggest growth in five years in 2021, data research firm IHS Markit said on Wednesday, as countries including China, India and the United States transition further to renewable energy. A push to tackle climate change and reduce greenhouse emissions has led to a “green wave” […]

March 30, 2021 Read More →

Wood Mackenzie says new global wind capacity could total 1,000GW through 2030

Reuters: The global wind industry could install nearly 1 terawatt (TW) of new capacity between now and 2030, with much of that added by China, consultancy Wood Mackenzie said on Monday. China’s target of having 1,200 GW of wind and solar by 2030 could result in 408 GW of new wind capacity from 2021 to […]

March 29, 2021 Read More →

Rise in renewable generation pushed coal output down in 2020—Ember

ReNews.biz: Electricity generated by new wind and solar in 2020 helped to force a record fall in global coal power, according to analysis from think tank Ember. Ember’s new report found this was only possible because the pandemic paused the world’s rising demand for electricity. Since 2015, rising electricity demand has outpaced growth in clean […]

March 29, 2021 Read More →

Study finds methane emissions from planned coal mines pose major threat to climate

Reuters: Methane leaks from planned coal mines around the world could have a bigger climate impact than carbon emissions from U.S. coal plants, a research group said on Thursday, detailing what it said was an overlooked source of planet-warming emissions. Despite efforts by governments to crack down on fossil fuels, nonprofit Global Energy Monitor said […]

March 22, 2021 Read More →

Global wind capacity climbed by almost 100GW in 2020—BNEF

The Guardian: China built more new windfarm capacity in 2020 than the whole world combined in the year before, leading to an annual record for windfarm installations despite the Covid-19 pandemic. A study has revealed that China led the world’s biggest ever increase in wind power capacity as developers built almost 100GW worth of windfarms […]

March 11, 2021 Read More →
IEEFA: Guyana’s oil future relies on ‘lower-than-average governmental take’

IEEFA: Guyana’s oil future relies on ‘lower-than-average governmental take’

Deal raises questions for ExxonMobil shareholders, Guyanese citizens

Last week, IHS Markit released an updated analysis of ExxonMobil’s progress in Guyana that projected significant oil and cash flow from the Yellowtail phase of development. The announcement is one of several upbeat reports about the progress of oil and gas development in Guyana. Buried in this optimistic assessment was an important insight: The company’s […]

March 10, 2021 Read More →
IEEFA U.S.: Financial rationale for Mountain Valley Pipeline has evaporated in changing market
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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 […]

Asian, U.S. banks still heavily invested in global coal plant lending activities—report

CNN Business: Many of the world’s leading financial institutions have pledged in recent years to slash their support for the coal and oil industries. But a new report has found that hundreds of billions of dollars are still being channeled into fossil fuels, and Asia’s banks are doing much of that business. Globally, 380 commercial […]

March 1, 2021 Read More →