Qatar

IEEFA Research

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: 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 →
and

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 […]

Trade group says LNG oversupply situation likely to last through 2021

S&P Global Market Intelligence ($): LNG developers “need to brace themselves for a continued glut” in world gas markets with rising supplies potentially outpacing demand growth for another two years, the International Gas Union said in an April 27 outlook. “This will mean continued depressed prices,” said the International Gas Union, or IGU. “This is […]

April 29, 2020 Read More →
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 […]

ExxonMobil’s Woods still betting on long-term growth in global LNG market

S&P Global Market Intelligence ($): ExxonMobil expects investments in the global LNG sector to slow as the market works through a supply glut that has pushed prices to record lows, CEO Darren Woods told financial analysts during a Jan. 31 earnings call. “Investments in that space will probably slow,” Woods said. “Eventually, the demand will […]

February 3, 2020 Read More →

Oversupply, low prices may turn LNG boom into a bust in 2020

Bloomberg: Liquefied natural gas prices are poised to test record lows this year thanks to an onslaught of new supply and warmer winter temperatures curbing consumption. The startup of new export projects from Australia to the U.S. has flooded the market, while brimming stockpiles in Europe and an expected slowdown in Chinese demand have dumped […]

January 24, 2020 Read More →