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IEEFA Research

IEEFA: Emissions and Qatar are neglected risk factors in Woodside’s Scarborough project

IEEFA: Emissions and Qatar are neglected risk factors in Woodside’s Scarborough project

With ASX enforcing continuous disclosure provisions gas companies must release modelling on carbon price sensitivity

14 April 2021 (IEEFA Australia): Investors are in the dark about the financial implications of emissions from Woodside’s proposed Scarborough gas field in the offshore North West Shelf, Western Australia, as the company has yet to release its carbon price sensitivity modelling, finds a new report by the Institute for Energy Economics and Financial Analysis […]

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: Over US$50 billion in gas power projects and LNG import facilities at risk of cancellation in Bangladesh, Pakistan and Vietnam

IEEFA: Over US$50 billion in gas power projects and LNG import facilities at risk of cancellation in Bangladesh, Pakistan and Vietnam

Pakistan and Bangladesh have already cancelled tenders for LNG imports

14 January 2020 (IEEFA): Emerging markets such as Vietnam, Pakistan and Bangladesh that are turning to liquefied natural gas (LNG) as a source of power are likely to be hit by higher and more volatile prices going forward, according to a new briefing note from the Institute for Energy Economics and Financial Analysis (IEEFA). Author […]

IEEFA: Why India can’t match the Gulf region’s record-low solar tariffs

5-10% annual decline in tariffs estimated for the next decade

29 August 2020 (IEEFA India): A number of countries in the Gulf region have set record-low prices for solar in recent years, leading to hopes that India and other countries may soon be able to achieve similarly cheap – or cheaper – solar tariffs. But a new report by the Institute for Energy Economics and […]

IEEFA brief: The Australian LNG industry’s growth – and the decline in greenhouse gas emissions standards

Carbon dioxide output has risen faster than gas production

April17, 2020 (IEEFA SYDNEY) — The massive growth in Australia’s production of liquefied natural gas (LNG) has come with an unwelcome byproduct – even bigger growth in the industry’s output of the greenhouse gases that cause global warming and climate change. That is the finding of John Robert, a 40-year veteran of industrial economics and process […]

More News and Commentary

IEEFA Update: There is plenty of coal and gas in the world but a volatile market is nobody’s friend

Gas will be winding its way out of the energy system

Gas prices are continuing to surge around the world. The cost of gas is at unprecedented levels and global markets are buckling under the strain. Many countries are heavily reliant on imports of gas and high spot prices are making supplies unaffordable. There is plenty of coal and gas in the world but current market […]

October 21, 2021 Read More →
IEEFA Update: Gas is exiting the global energy mix, providing lessons for emerging markets

IEEFA Update: Gas is exiting the global energy mix, providing lessons for emerging markets

Gas price risk is rising for developing markets disrupting expansion plans

An IEEFA paper published earlier this year has proved to be eerily correct with forecasts of doubling or even tripling of the U.S. Henry Hub price and higher and extremely volatile global gas prices. In January 2021, IEEFA warned that over US$50 billion in gas power projects and LNG import facilities were at risk of […]

September 16, 2021 Read More →

Japanese plan to push renewables rattles global LNG markets

Bloomberg ($): Japan’s aggressive new plan to champion clean energy is shaking up the liquefied natural gas market that it helped pioneer 60 years ago. The country, the world’s top LNG importer, called for more renewables such as wind and solar to replace natural gas in a revised plan released last week. The shift aims […]

July 27, 2021 Read More →

Australia ranks last for climate action among 193 nations in UN report

Renew Economy:  Australia has been ranked dead last for climate action in the latest Sustainable Development Report, which assesses the progress of countries towards achieving the Sustainable Development Goals. In the latest edition of the report, produced by the UN-backed Sustainable Development Solutions Network, Australia received the lowest score awarded to any of the 193 […]

July 1, 2021 Read More →

IEEFA: New U.S. LNG export projects face quartet of stiff headwinds

Glut, rising costs, fickle demand and Qatar threaten U.S. LNG rebound

June 7, 2021 (IEEFA)—Like many businesses, the U.S. liquefied natural gas (LNG) industry spent most of 2020 in a state of financial quarantine. As COVID-19 spread through gas-importing nations in Europe and Asia, global LNG demand fell, prices plummeted—and major U.S. liquefaction facilities stood mostly idle for the summer, their capacity neither needed nor wanted. […]

Qatar LNG production struggling to keep market share amid transition

Bloomberg ($): The world’s top exporter of liquefied natural gas is ramping up production dramatically and undercutting competitors in a bid to squeeze them out the market. Qatar is dropping prices and pushing ahead with a $29 billion project to boost its exports of the fuel by more than 50%, stymieing the prospects of new […]

May 21, 2021 Read More →

Global demand for super-cooled LNG is becoming cold

Reuters ($): This week’s decision by Australia’s Woodside Petroleum Ltd (WPL.AX) to pull out of a big Canadian liquefied natural gas (LNG) project was the latest blow to a sector that has been heralded for its growth prospects worldwide. Demand for super-cooled LNG has surged in recent years as large energy-consuming nations like China and […]

May 20, 2021 Read More →

Middle East oil producers move to maximize oil assets amid grim revenue future

OilPrice.com: Within the last month, Saudi Arabia’s state oil giant Aramco has announced the sale of a minority—but large—stake in its pipeline business, the possibility to sell another 1 percent of its stock, and intentions to put up for sale stakes in some oil fields. Neighbor, ally, and fellow OPEC member UAE in the meantime, […]

May 12, 2021 Read More →
IEEFA: Emissions and Qatar are neglected risk factors in Woodside’s Scarborough project
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IEEFA: Emissions and Qatar are neglected risk factors in Woodside’s Scarborough project

With ASX enforcing continuous disclosure provisions gas companies must release modelling on carbon price sensitivity

14 April 2021 (IEEFA Australia): Investors are in the dark about the financial implications of emissions from Woodside’s proposed Scarborough gas field in the offshore North West Shelf, Western Australia, as the company has yet to release its carbon price sensitivity modelling, finds a new report by the Institute for Energy Economics and Financial Analysis […]

Qatari LNG expansion is bad news for higher-price competitors in U.S., Russia, analysts say

Reuters: Qatar Petroleum, the world’s top liquefied natural gas (LNG) producer, is cranking up the pressure on high-cost rivals with bold expansion plans that will boost supplies over the coming decade and potentially push prices down further. As competitors struggle to break even due to lower prices, the Qatari firm last month announced it will […]

March 16, 2021 Read More →