Energy Investment Trends

IEEFA Research

IEEFA U.S.: Price tag for new reactors at Vogtle Plant in Georgia climbs past $30 billion

IEEFA U.S.: Price tag for new reactors at Vogtle Plant in Georgia climbs past $30 billion

Delays, mismanagement, overruns may leave Georgia Power ratepayers with enormous cost burden

January 20, 2022 (IEEFA)—Once estimated at more than $14 billion, the price tag for two new reactors at Georgia Power Company’s Plant Vogtle site has now climbed past $30 billion, and both units will be more than six years late in coming online, according to a report by the Institute for Energy Economics and Financial […]

IEEFA Europe: ČEZ Group lays out decarbonisation plan, but is it ready?

IEEFA Europe: ČEZ Group lays out decarbonisation plan, but is it ready?

ČEZ finds itself playing catch-up after a decade of complacency

20 Jan. 2022 (IEEFA Europe) – After a decade of missed opportunities, ČEZ Group (ČEZ) finds itself playing catch-up on renewable energy, according to a report by the Institute for Energy Economics and Financial Analysis (IEEFA).  ČEZ, the largest energy group in Czechia and one of the largest energy groups in Central and Eastern Europe, […]

IEEFA India: Volatile LNG prices present opportunity to switch to cleaner fuel sources

IEEFA India: Volatile LNG prices present opportunity to switch to cleaner fuel sources

Lower demand for LNG leads to under-utilisation of infrastructure and raises stranded asset risks

19 January, 2022 (IEEFA India): High and volatile liquefied natural gas (LNG) prices are an opportunity for India’s gas-dependent industries and the city gas distribution network to switch to cleaner, non-fossil fuel alternatives like biogas and biomethane, says a new report from the Institute for Energy Economics and Financial Analysis (IEEFA). This will also avoid […]

and January 19, 2022 Read More →
IEEFA: Indonesia’s excess coal power capacity and PLN’s debt burden are blocking their decarbonization pathway

IEEFA: Indonesia’s excess coal power capacity and PLN’s debt burden are blocking their decarbonization pathway

Financial giants Japan and China can play a critical role in Indonesia’s green energy transition

18 November (IEEFA Indonesia): Japanese and Chinese investors combined have a 41% ownership interest in Indonesia’s coal independent power producer projects. According to the latest report from the Institute for Energy Economics and Financial Analysis (IEEFA), financial giants Japan and China are responsible for Indonesia’s excessive coal power expansion over the past 15 years, but […]

IEEFA U.S.: Shortage of high-quality sites threatens future Bakken oil and gas production

IEEFA U.S.: Shortage of high-quality sites threatens future Bakken oil and gas production

Decline in top-tier wells forces shift to less-productive Bakken oil and gas regions

November 3, 2021 (IEEFA) — A shortage of high-quality drilling sites poses a long-term risk to oil production in the Bakken formation, according to an analysis by the Institute for Energy Economics and Financial Analysis (IEEFA). Since the Bakken boom began 13 years ago, producers have focused on core areas where horizontal wells provide easier […]

IEEFA: Innovative financing can help India achieve its renewable energy goals

IEEFA: Innovative financing can help India achieve its renewable energy goals

Green bonds, multilateral development bank loans and infrastructure investment trusts are among potential financing sources

29 October (IEEFA India): To reach India’s renewable energy goals, companies in the sector will need to fund capacity expansion with massive amounts of capital at competitive rates. A new report from the Institute for Energy Economics and Financial Analysis (IEEFA) looks at how this can be done by augmenting traditional financing structures and sources […]

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 […]

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Tri-State reaches settlement, plans bigger shift to renewables

Denver Post: Tri-State Generation and Transmission Association, a wholesale power provider serving rural utilities in Colorado and three other states, has reached a settlement with several parties on a plan aimed at cutting costs for ratepayers and setting ambitious goals for reducing carbon emissions. The Colorado Public Utilities Commission will consider Tri-State’s electric resource plan. […]

January 21, 2022 Read More →

Study: Big box stores could meet half their electricity needs with solar

Washington Post ($): Expansive, flat and abundant, the rooftops of big-box stores in the United States could produce enough solar energy to meet half their electricity needs, according to a report released Thursday. Walmart leads the way in rooftop solar potential, followed by Target and Home Depot. “There’s massive potential across the entire country for […]

January 21, 2022 Read More →

Pennsylvania coal-fired plant slated for March shutdown, demolition

Pittsburgh Post-Gazette: Cheswick Generating Station, the last coal-fired power plant in Allegheny County, is being sold to a Kentucky-based firm for demolition, remediation and redevelopment when it shuts down at the end of March. Charah Solutions Inc., which specializes in environmental remediation, is purchasing the power plant in Springdale and its related ash landfill and […]

January 21, 2022 Read More →

Wind production in Nordic nations hits record of 21.3 gigawatts in a day

Reuters: Wind power production in the Nordic countries hit a record high of 21.3 gigawatts (GW) on Thursday amid stormy weather in the region, Refinitiv Eikon data showed. Wind turbines’ output across Denmark, Norway, Sweden and Finland reached the new high point for the hour from 0500 GMT, according to the data. The previous record, […]

January 21, 2022 Read More →

Distributed solar amounted to half of all installations in China last year

PV Tech: Distributed PV installations in China topped 29GW last year, contributing more than half of total solar installations in the country for the first time. In a note published yesterday, the country’s National Energy Administration (NEA) said around 53GW of grid-connected solar capacity was installed last year, an increase on the 48.2GW installed in […]

January 21, 2022 Read More →

First hydrogen tanker to ship test cargo from Australia to Japan

Reuters: A Japanese-Australian venture producing hydrogen from brown coal is set to ship its maiden cargo on the world’s first liquid hydrogen carrier from near Melbourne to Kobe on Friday, in a test delayed by nearly a year because of the COVID-19 pandemic. The Suiso Frontier, built by Japan’s Kawasaki Heavy Industries (KHI) (7012.T), arrived […]

January 21, 2022 Read More →
IEEFA U.S.: Price tag for new reactors at Vogtle Plant in Georgia climbs past $30 billion
and

IEEFA U.S.: Price tag for new reactors at Vogtle Plant in Georgia climbs past $30 billion

Delays, mismanagement, overruns may leave Georgia Power ratepayers with enormous cost burden

January 20, 2022 (IEEFA)—Once estimated at more than $14 billion, the price tag for two new reactors at Georgia Power Company’s Plant Vogtle site has now climbed past $30 billion, and both units will be more than six years late in coming online, according to a report by the Institute for Energy Economics and Financial […]

IEEFA Europe: ČEZ Group lays out decarbonisation plan, but is it ready?
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IEEFA Europe: ČEZ Group lays out decarbonisation plan, but is it ready?

ČEZ finds itself playing catch-up after a decade of complacency

20 Jan. 2022 (IEEFA Europe) – After a decade of missed opportunities, ČEZ Group (ČEZ) finds itself playing catch-up on renewable energy, according to a report by the Institute for Energy Economics and Financial Analysis (IEEFA).  ČEZ, the largest energy group in Czechia and one of the largest energy groups in Central and Eastern Europe, […]

IEEFA Europe: Skupina ČEZ předkládá plán dekarbonizace, je ale připravena k jeho realizaci?
and

IEEFA Europe: Skupina ČEZ předkládá plán dekarbonizace, je ale připravena k jeho realizaci?

ČEZ po deseti letech nečinnosti dohání ztrátu

20. ledna 2022 (IEEFA Europe) – Skupina ČEZ musí podle zprávy Institutu pro energetickou ekonomiku a finanční analýzu (IEEFA) po deseti letech promarněných příležitostí dohánět výstavbu obnovitelných zdrojů energie. ČEZ, největší energetická skupina v ČR a jedna z největších ve střední a východní Evropě, oznámila v roce 2021 novou strategii k dekarbonizaci výroby elektřiny. Součástí plánu je výstavba obnovitelných zdrojů o výkonu 6 GW do […]

Final approval given for South Fork Wind project off U.S. coast

Associated Press: Construction will soon begin on the second commercial-scale, offshore wind energy project to gain approval in the United States, the developers said. The U.S. Department of the Interior approved it in November, and the Bureau of Ocean Energy Management issued its approval letter for the constructions and operations plan Tuesday, a major step […]

January 20, 2022 Read More →