Latest

IEEFA Research

IEEFA: Battery storage and green hydrogen can boost India’s renewable energy efforts

IEEFA: Battery storage and green hydrogen can boost India’s renewable energy efforts

Markets for grid-scale batteries and green hydrogen are taking shape in India

21 October (IEEFA India): Battery storage and green hydrogen – markets that are critical for India’s renewable future and energy security – could scale up rapidly in the country, bolstered by government policy and private company ventures, according to a new briefing note from the Institute for Energy Economics and Financial Analysis (IEEFA). “Grid-scale energy […]

IEEFA Update: Santos won’t solve the problem of Barossa LNG with carbon capture and storage

IEEFA Update: Santos won’t solve the problem of Barossa LNG with carbon capture and storage

Leaving the ‘dirty’ gas in the ground might now be the best course of action

20 October 2021 (IEEFA Australia): Even if it employed carbon capture and storage, Barossa gas will continue to release financially risky carbon dioxide emissions onsite, onshore and across the supply chain, making it one of the more expensive and dirtiest gas projects in the world, finds a new report from the Institute for Energy Economics […]

IEEFA: Australia’s climate policies could push New South Wales into a debt spiral

IEEFA: Australia’s climate policies could push New South Wales into a debt spiral

Climate policy failure will shrink Australia’s GDP by 6% and increase net debt in NSW to 100% by 2060, with taxpayers footing the bill

20 October 2021 (IEEFA Australia): Australia’s failure to commit to net zero targets or any credible climate policy is a growing economic threat to New South Wales and other states, argues a new report by the Institute of Energy Economics and Financial Analysis (IEEFA). The Reserve Bank of Australia’s deputy governor Guy Debelle last week […]

and October 20, 2021 Read More →
IEEFA U.S.: Skyrocketing plastics prices a major concern for public health, economy

IEEFA U.S.: Skyrocketing plastics prices a major concern for public health, economy

An ‘essential industry’ to the U.S. economy runs in the dark

October 18, 2021 (IEEFA) — Despite its growing importance to the U.S. economy, the nation’s plastics industry remains a heavily concentrated sector taking advantage of an opaque, unregulated price-setting mechanism to bolster profits for major oil and gas companies, as well as plastic producers. The sector, which has increased prices throughout the year, was deemed […]

IEEFA U.S.:  Pension funds investing indirectly in Ohio’s Gavin coal plant are at risk as financial, environmental disadvantages mount

IEEFA U.S.: Pension funds investing indirectly in Ohio’s Gavin coal plant are at risk as financial, environmental disadvantages mount

Declining demand for coal plants, credit agency downgrades and investor scrutiny create challenges for Lightstone investment prospects

October 14, 2021 (IEEFA) — The major pension and retirement funds that own a piece of the General J.M. Gavin (Gavin) coal plant in Ohio face increasing challenges from their investment. Most investors do not know that they own a share of the plant and some are just beginning to realize it, according to an […]

IEEFA Australia: Ahead on solar, woefully behind on distributed energy resource standards

IEEFA Australia: Ahead on solar, woefully behind on distributed energy resource standards

Making the right technical decisions about DER

Despite being ahead on rooftop solar installs, Australia is behind other jurisdictions (like Germany and California) in putting sensible governance arrangements in place for distributed energy resource (DER) technical standards. DER technical standards – covering smart devices including rooftop solar systems, air conditioners, electric vehicle (EV) chargers, pool pumps and the like – are designed […]

IEEFA: Review of U.S. coal leasing program misses the point, may slow energy transition

IEEFA submits comments to Bureau of Land Management on coal leasing program

October 1, 2021 (IEEFA) – The United States government should not spend any time reforming the coal leasing process because new coal leases are no longer needed, according to comments submitted to the United States Bureau of Land Management by the Institute for Energy Economics and Financial Analysis. “As the owner of the coal reserves, […]

IEEFA India: Financing options must be scaled up to boost adoption of rooftop solar

IEEFA India: Financing options must be scaled up to boost adoption of rooftop solar

Micro, Small and Medium-sized Enterprises (MSMEs) could be the next drivers of growth

29 September (IEEFA India): Micro, Small and Medium-sized Enterprises (MSMEs) could be the key to accelerating the adoption of rooftop solar in India – but financial institutions are often reluctant to lend to MSMEs because they prefer borrowers with strong financial track records and good corporate credit ratings. A new report by the Institute for […]

IEEFA: Defying global financial trends, Vietnam pivots back to coal power

IEEFA: Defying global financial trends, Vietnam pivots back to coal power

Latest draft power development plan puts clean energy transition at risk by sacrificing renewables for more coal

29 September (IEEFA Vietnam): In the lead up to the United Nations Climate Change Conference COP26, President Xi Jinping recently declared that China will no longer build new coal-fired power projects abroad. Despite limited details, the ramifications of China’s coal exit strategy for coal-centric developing economies like Vietnam could be immense. Before President Xi’s announcement, […]

and September 29, 2021 Read More →

More News and Commentary

Carbon capture and storage no answer for Santos Barossa gas project

Timor Sea LNG plan faces hurdles in emissions control, logistics and pure economics

Emissions, logistics and pure economics – combined or individually – pose strong arguments against the Santos Barossa gas project in the Timor Sea. Producer Santos, in proposing carbon capture and storage to reduce the project’s climate impact, has added an impractical Band-aid solution to a haemorrhaging issue. From offshore wells to initial processing on a […]

IEEFA: Battery storage and green hydrogen can boost India’s renewable energy efforts
and

IEEFA: Battery storage and green hydrogen can boost India’s renewable energy efforts

Markets for grid-scale batteries and green hydrogen are taking shape in India

21 October (IEEFA India): Battery storage and green hydrogen – markets that are critical for India’s renewable future and energy security – could scale up rapidly in the country, bolstered by government policy and private company ventures, according to a new briefing note from the Institute for Energy Economics and Financial Analysis (IEEFA). “Grid-scale energy […]

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: Santos won’t solve the problem of Barossa LNG with carbon capture and storage

IEEFA Update: Santos won’t solve the problem of Barossa LNG with carbon capture and storage

Leaving the ‘dirty’ gas in the ground might now be the best course of action

20 October 2021 (IEEFA Australia): Even if it employed carbon capture and storage, Barossa gas will continue to release financially risky carbon dioxide emissions onsite, onshore and across the supply chain, making it one of the more expensive and dirtiest gas projects in the world, finds a new report from the Institute for Energy Economics […]

IEEFA: Australia’s climate policies could push New South Wales into a debt spiral
and

IEEFA: Australia’s climate policies could push New South Wales into a debt spiral

Climate policy failure will shrink Australia’s GDP by 6% and increase net debt in NSW to 100% by 2060, with taxpayers footing the bill

20 October 2021 (IEEFA Australia): Australia’s failure to commit to net zero targets or any credible climate policy is a growing economic threat to New South Wales and other states, argues a new report by the Institute of Energy Economics and Financial Analysis (IEEFA). The Reserve Bank of Australia’s deputy governor Guy Debelle last week […]

and October 20, 2021 Read More →
IEEFA U.S.: Skyrocketing plastics prices a major concern for public health, economy
, and

IEEFA U.S.: Skyrocketing plastics prices a major concern for public health, economy

An ‘essential industry’ to the U.S. economy runs in the dark

October 18, 2021 (IEEFA) — Despite its growing importance to the U.S. economy, the nation’s plastics industry remains a heavily concentrated sector taking advantage of an opaque, unregulated price-setting mechanism to bolster profits for major oil and gas companies, as well as plastic producers. The sector, which has increased prices throughout the year, was deemed […]

IEEFA India: Energy crisis shows coal is an expensive and unreliable source of electricity generation

Any knee-jerk reaction that urges more investment in coal completely misses the point

India is teetering on the brink of joining a growing global energy crisis. This burning issue is not only keeping coal power producers, distribution companies, and state governments awake at night, but also the Prime Minister’s Office, the Ministry of Power and the Ministry of Coal. Daily analysis of coal stocks is taking place at […]

October 18, 2021 Read More →
IEEFA: Despite higher coal prices, U.S. coal recovery looks weak by most measures

IEEFA: Despite higher coal prices, U.S. coal recovery looks weak by most measures

U.S. coal sector is locked into a long-term sectoral decline

Coal prices have surged to the highest level in years in the U.S., and have soared in international markets. These high prices should significantly boost revenues and profits at coal mining companies—a remarkable turnaround from just a year ago, when the world’s pandemic-induced economic swoon sent export prices and demand tumbling. Yet by most measures—including […]

October 15, 2021 Read More →
IEEFA U.S.:  Pension funds investing indirectly in Ohio’s Gavin coal plant are at risk as financial, environmental disadvantages mount
, , and

IEEFA U.S.: Pension funds investing indirectly in Ohio’s Gavin coal plant are at risk as financial, environmental disadvantages mount

Declining demand for coal plants, credit agency downgrades and investor scrutiny create challenges for Lightstone investment prospects

October 14, 2021 (IEEFA) — The major pension and retirement funds that own a piece of the General J.M. Gavin (Gavin) coal plant in Ohio face increasing challenges from their investment. Most investors do not know that they own a share of the plant and some are just beginning to realize it, according to an […]

IEEFA India: Green lending criteria could improve the performance of power distribution companies
and

IEEFA India: Green lending criteria could improve the performance of power distribution companies

A hybrid (green + credit) rating for distribution companies would boost progress on decarbonisation goals

14 October (IEEFA India): To encourage change in high-carbon sectors, India’s power authorities could introduce a green rating when assessing financial support and bail-outs for power distribution companies (discoms), says a new report by the Institute for Energy Economics and Financial Analysis (IEEFA). With lndia moving towards decarbonisation of its power sector, says report author […]