Energy Investment Trends

IEEFA Research

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 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 →
IEEFA India: Why prices skyrocketed at the power exchange

IEEFA India: Why prices skyrocketed at the power exchange

Renewables can help stabilise the grid and level costs amid the vagaries of coal stocks

29 September (IEEFA India): With electricity demand in India recently peaking, a new report by the Institute for Energy Economics and Financial Analysis (IEEFA) explores the supply and demand conditions that led to recent price spikes in the evening peak hours, starting in August through to September 2021. Electricity demand in India has peaked and […]

and September 29, 2021 Read More →
IEEFA: Accepting gas power plants as sustainable investments in Asian taxonomies heightens greenwash risk

IEEFA: Accepting gas power plants as sustainable investments in Asian taxonomies heightens greenwash risk

Accommodating the gas sector risks diluting standards and discouraging new pools of green capital

21 September 2021 (IEEFA Asia): Incorporating gas-powered generation as a sustainable investment into Asian taxonomies could have unintended consequences, finds a new report by the Institute for Energy Economics and Financial Analysis (IEEFA). Doing so could lock Asia into a high-emitting future while also posing a credibility and greenwashing problem that Asian policymakers and ESG […]

and September 21, 2021 Read More →

More News and Commentary

Battery retrofit for solar plant to boost Vietnam renewable projects

Energy Storage News: A battery energy storage system (BESS) will be retrofitted to a utility-scale solar PV power plant in Vietnam, in a pilot project aimed at supporting the spread of renewable energy in the country while reducing power losses.  A grant for US$2.96 million has been awarded by the US Consulate General in Ho […]

October 18, 2021 Read More →

Consortium reaches agreement for 500-megawatt wind farm in Egypt

S&P Capital IQ ($): A consortium of companies agreed to develop, construct and operate a 500-MW wind farm in Ras Ghareb, Egypt. The consortium, composed of France’s Engie SA, Japan’s Toyota Tsusho Corp./Eurus Energy Holdings Corp. and Dubai’s Orascom Construction PLC, has reached an agreement with the Egyptian Electricity Transmission Co. for the wind project, […]

October 18, 2021 Read More →

Solar meets majority of Australia grid demand for first time

Renew Economy: The combined output of rooftop and large scale solar met more than half of Australia’s grid demand for the first time on Sunday, as records for renewable output and share of demand continued to tumble across the country and coal output hit a record low. As the National Party met on Sunday to […]

October 18, 2021 Read More →

Europe’s Greencoat Capital to invest $5 billion in coming five years in U.S. renewables market

PV Tech: European renewables investment management firm Greencoat Capital has confirmed its entry to the US renewables market and is plotting to invest up to US$5 billion over the next five years. Greencoat is amongst Europe’s most prolific renewables investors and manages more than 200 solar, wind and bioenergy generation assets with a combined capacity […]

October 15, 2021 Read More →

Construction begins on 1.6 gigawatt solar farm in Indiana—largest in U.S.

WISHTV.com: Israel-based Doral Renewables LLC has broken ground on the first phase of a $1.5 billion solar farm in Starke and Pulaski counties. The developer says the 1.65 gigawatt Mammoth Solar project will create 50 full-time jobs by 2023 and ultimately generate enough clean energy to power 175,000 homes in Indiana and Illinois. The first […]

October 15, 2021 Read More →

Investors shying away from planned $1 billion carbon capture project in North Dakota

S&P Global Market Intelligence ($): The U.S. has seen lawmakers from both parties agree that carbon capture is one important way to rein in greenhouse gas emissions and rural communities are rallying around plans to retrofit large American coal power plants with the technology to save jobs. But one of the most high-profile carbon capture […]

October 15, 2021 Read More →

Oregon utility PGE looking to add 2GW of renewable energy

ReNews.biz: U.S. utility Portland General Electric (PGE) has unveiled plans to source up to 2GW of renewable energy to help meet a target of reducing greenhouse gas (GHG) emissions from power served to customers by at least 80% by 2030, 90% by 2035 and zero by 2040. The company has initiated a request for proposals […]

October 15, 2021 Read More →

Volvo rolls out first vehicle manufactured with fossil-free steel

The Driven: Swedish automaker Volvo Group has unveiled what it says is the world’s first vehicle made from fossil-free steel, a load carrier for use in mining and quarrying that was made using steel produced through a novel process involving green hydrogen. Volvo’s announcement this week that it has produced the world’s first vehicle made […]

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
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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 […]

Biden Administration expands leasing plans for offshore wind farms

The New York Times: The Biden administration announced on Wednesday a plan to develop large-scale wind farms along nearly the entire coastline of the United States, the first long-term strategy from the government to produce electricity from offshore turbines. Speaking at a wind power industry conference in Boston, Interior Secretary Deb Haaland said that her […]

October 14, 2021 Read More →