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

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 →
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 […]

Qatar moving forward with major LNG expansion

Reuters: Qatar Petroleum (QP), the world’s top liquefied natural gas (LNG) supplier, signed a contract on Monday for the first phase of its North Field LNG project expansion, aiming to boost the country’s LNG output by 40% a year by 2026. The expansion, which will take Qatar’s LNG production capacity to 110 million tonnes per […]

February 12, 2021 Read More →
IEEFA: Over US$50 billion in gas power projects and LNG import facilities at risk of cancellation in Bangladesh, Pakistan and Vietnam
and

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: After a terrible 2020, the oil industry’s story has turned political
and

IEEFA: After a terrible 2020, the oil industry’s story has turned political

For 2021, expect conflict and infighting to further muddy the industry’s prospects

It was a dismal year for oil and gas. As the pandemic sucked the wind from the sails of the global economy, oil demand slumped, stockpiles swelled, prices sagged, capital spending collapsed, debt ballooned, profits evaporated, and bankruptcies skyrocketed. After this torrent of bad news, the energy sector ended the year in last place in […]

Enel, Qatari sovereign wealth fund to develop renewable energy projects in Sub-Saharan Africa

Reuters: Italy’s biggest utility Enel has signed a deal with the Qatar Investment Authority to develop renewable energy projects in Sub-Saharan Africa, the two groups said. Under the deal, the Qatar sovereign wealth fund will, as a first step, buy half of Enel’s stake in 800 megawatts of its existing renewable capacity in South Africa […]

January 8, 2021 Read More →

Indian solar becoming cheaper but not yet comparable with Gulf region

PV Magazine India: Recent record-low tariffs in Abu Dhabi, Dubai, Saudi Arabia, and Qatar are the result of a lower cost of US$ denominated, long-dated financing, major tax concessions and other factors driving prices down in the region, according to the report’s authors Vibhuti Garg, Energy Economist at Ieefa and Jyoti Gulia, JMK Research Founder […]

August 31, 2020 Read More →
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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 update: The outlook for thermal coal in Southeast Asia and South Asia

Seven headwinds are building to sustained growth in coal in Asia

The medium term outlook for thermal coal in Southeast Asia is positive. The region is likely to see a continuation of growing energy demand on the back of strong demographic trends which underpin a strong regional economic growth profile. HOWEVER, INVESTORS AND CORPORATES SHOULD PROCEED WITH EYES WIDE OPEN to the risks of the global […]