Energy Security

IEEFA Research

IEEFA: Renewable energy investment in India bounces back from COVID-19 slowdown

IEEFA: Renewable energy investment in India bounces back from COVID-19 slowdown

Investment in Indian renewables was US$6.6 billion between April and July 2021, beating the total for the previous financial year

19 August 2021 (IEEFA India): Renewable energy investment is rising again in India following the slowdown in the previous financial year due to the onset of the COVID-19 pandemic, finds a new briefing note by the Institute for Energy Economics and Financial Analysis (IEEFA). In the first four months of this financial year (FY), from April […]

IEEFA India: Overestimated LCOEs of coal-fired power plants create a financial bubble

IEEFA India: Overestimated LCOEs of coal-fired power plants create a financial bubble

Massive stranded asset risk detrimentally affects the financial and power distribution sectors

7 July 2021 (IEEFA India): India’s future coal-fired power project pipeline carries a massive stranded asset risk due to the collapse in the average utilisation rate of its coal-fired power fleet leading to an underestimation of financial risk for new projects, finds a new report from the Institute for Energy Economics and Financial Analysis (IEEFA). […]

IEEFA: New coal-fired power plants in India will be economically unviable

IEEFA: New coal-fired power plants in India will be economically unviable

Coal capacity additions face major stranded asset risk

4 June 2021 (IEEFA India): Much of India’s 33 gigawatts (GW) of coal-fired power capacity currently under construction and another 29GW in the preconstruction stage will end up stranded, according to a new briefing note by the Institute for Energy Economics and Financial Analysis (IEEFA). “Coal-fired power simply cannot compete with the ongoing cost reductions […]

IEEFA: Zero to 60% in 14 years – South Australia’s success in transitioning to renewables

IEEFA: Zero to 60% in 14 years – South Australia’s success in transitioning to renewables

Seven important lessons for energy planners around the globe in transitioning grids from fossil fuels to renewables

3 June 2021 (IEEFA Australia): South Australia offers vital lessons for other jurisdictions transitioning from a fossil fuel-based electricity grid to a low emissions, high renewables grid, finds a new report by the Institute for Energy Economics and Financial Analysis (IEEFA). “The proportion of South Australia’s electricity demand met by large scale and small scale variable […]

IEEFA: Nuclear power euphoria in Indonesia is all smoke and mirrors with no current technical, financial or market viability

IEEFA: Nuclear power euphoria in Indonesia is all smoke and mirrors with no current technical, financial or market viability

Renewables should be the focus of Indonesia’s net-zero pledge

2 June 2021 (IEEFA Indonesia):  In growing energy markets like Indonesia, decision makers are facing a barrage of pro-nuclear media coverage as the nuclear industry floods the market with panels and webinars focused on the potential of nuclear power. A new report from the Institute for Energy Economics and Financial Analysis (IEEFA) highlights that while […]

IEEFA: New power and energy master plan must be designed in Bangladesh’s best interests, not Japan’s

IEEFA: New power and energy master plan must be designed in Bangladesh’s best interests, not Japan’s

JICA must deliver a low or zero emissions plan as promised, not fund Matarbari 2 coal plant

24 May 2021 (IEEFA Bangladesh): Clear understandings from the Bangladesh government’s recently released 8th Five-Year Plan must be incorporated into the new energy and power master plan currently under development by the Japan International Cooperation Agency (JICA) to drive zero carbon transformation and financial sustainability in the energy system, finds a new report from the […]

IEEFA: Vietnam’s PDP8 delay is an opportunity to unlock more cost-effective renewable energy

IEEFA: Vietnam’s PDP8 delay is an opportunity to unlock more cost-effective renewable energy

The key is to refine new strategies and improve market structures

13 May (IEEFA Vietnam):  Vietnam’s Power Development Master Plan for 2021-2030 with a vision to 2045 (PDP8), was expected to be signed off at the end of March during the last days of Prime Minister Nguyen Xuan Phuc’s administration, but it hit an unexpected delay. Rather than being a setback, however, this delay can be […]

IEEFA Pakistan: Coal gasification and liquefaction harmful to economy

IEEFA Pakistan: Coal gasification and liquefaction harmful to economy

There is no second life for coal

6 May 2021 (IEEFA Pakistan): Pakistan’s intention to use coal for power production through gasification and liquefaction technologies is likely to cause harmful economic impacts and a subsequent increased reliance on fossil fuels in Pakistan, finds a new report by the Institute for Energy Economics and Financial Analysis (IEEFA). Pakistan’s intention to explore a second […]

IEEFA: LNG-to-power investors in the Philippines risk exposure to $14 billion in stranded assets

IEEFA: LNG-to-power investors in the Philippines risk exposure to $14 billion in stranded assets

High regulatory and financial uncertainty in the Philippines market

5 May 2021 (IEEFA Philippines):  The race to develop liquified natural gas (LNG) facilities in the Philippines has gone from a marathon to a sprint but potential LNG investors must proceed at their own risk, according to a new report from the Institute for Energy Economics and Financial Analysis (IEEFA). “Officials in the Philippines have […]

IEEFA: Backlog of unsigned power sale agreements risks slowing India’s renewable energy growth

IEEFA: Backlog of unsigned power sale agreements risks slowing India’s renewable energy growth

Freeing up India’s ‘on-hold’ renewable energy capacity

7 April 2021 (IEEFA India): Delays in signing power sale agreements (PSAs) are a bottleneck in the growth of renewable energy capacity in India, jeopardising the government’s renewable energy target of 175 gigawatts (GW) by 2022, dampening investor confidence and threatening the viability of projects, finds a new briefing note from the Institute for Energy […]

More News and Commentary

IEEFA: Deploying batteries at scale in the Indian power sector
and

IEEFA: Deploying batteries at scale in the Indian power sector

A case for battery targets complemented with discom-controlled dispatch

India needs to deploy batteries at scale in the power sector. The country envisages uptake of 450 gigawatts (GW) of renewable energy capacity by 2030. The high penetration of intermittent renewable energy will bring up issues around managing system flexibility in terms of steeper ramps and peaking load requirements. In India, system flexibility has historically […]

IEEFA India: Overestimated LCOEs of coal-fired power plants create a financial bubble
and

IEEFA India: Overestimated LCOEs of coal-fired power plants create a financial bubble

Massive stranded asset risk detrimentally affects the financial and power distribution sectors

7 July 2021 (IEEFA India): India’s future coal-fired power project pipeline carries a massive stranded asset risk due to the collapse in the average utilisation rate of its coal-fired power fleet leading to an underestimation of financial risk for new projects, finds a new report from the Institute for Energy Economics and Financial Analysis (IEEFA). […]

IEEFA Australia: AEMO looks to smarter ways of managing abundant solar

IEEFA Australia: AEMO looks to smarter ways of managing abundant solar

Acknowledges need to move to more transparent mechanism developed with stakeholder input

Australia has a growing opportunity to change how we use electricity to make the most of abundant solar in the middle of the day. The question is how best to make use of this wonderful resource, while managing system security. South Australia is at the cutting edge of this opportunity. The proportion of South Australia’s […]

IEEFA: Global investment is racing to meet the IEA’s Net Zero by 2050 roadmap – how will this impact India?

IEEFA: Global investment is racing to meet the IEA’s Net Zero by 2050 roadmap – how will this impact India?

Global shift of funds away from fossil fuels is accelerating

The International Energy Agency’s (IEA) Net Zero Emissions (NZE) roadmap by 2050 is compatible with the Paris goal of restricting the temperature increase to below 1.5 degree Celsius. As per the NZE roadmap, the use of unabated fossil fuels declines sharply to just over a fifth of the total energy supply. More than two-thirds of […]

June 11, 2021 Read More →

IEEFA: It’s time for the Biden administration to champion renewable energy in the Philippines, not nuclear or fossil gas

Fossil gas and nuclear investments risk locking in costly, outdated infrastructure for the long-term

The United States has spent the past four years pushing expensive, unreliable energy infrastructure in the Philippines, rather than promoting cheap renewable technologies better suited for the Philippines market and its clean energy goals. The former Trump administration’s “energy dominance” agenda aimed to stimulate Southeast Asian demand for US fossil gas and nuclear exports as […]

IEEFA: New coal-fired power plants in India will be economically unviable
and

IEEFA: New coal-fired power plants in India will be economically unviable

Coal capacity additions face major stranded asset risk

4 June 2021 (IEEFA India): Much of India’s 33 gigawatts (GW) of coal-fired power capacity currently under construction and another 29GW in the preconstruction stage will end up stranded, according to a new briefing note by the Institute for Energy Economics and Financial Analysis (IEEFA). “Coal-fired power simply cannot compete with the ongoing cost reductions […]

IEEFA: Zero to 60% in 14 years – South Australia’s success in transitioning to renewables
, and

IEEFA: Zero to 60% in 14 years – South Australia’s success in transitioning to renewables

Seven important lessons for energy planners around the globe in transitioning grids from fossil fuels to renewables

3 June 2021 (IEEFA Australia): South Australia offers vital lessons for other jurisdictions transitioning from a fossil fuel-based electricity grid to a low emissions, high renewables grid, finds a new report by the Institute for Energy Economics and Financial Analysis (IEEFA). “The proportion of South Australia’s electricity demand met by large scale and small scale variable […]

IEEFA: Nuclear power euphoria in Indonesia is all smoke and mirrors with no current technical, financial or market viability
and

IEEFA: Nuclear power euphoria in Indonesia is all smoke and mirrors with no current technical, financial or market viability

Renewables should be the focus of Indonesia’s net-zero pledge

2 June 2021 (IEEFA Indonesia):  In growing energy markets like Indonesia, decision makers are facing a barrage of pro-nuclear media coverage as the nuclear industry floods the market with panels and webinars focused on the potential of nuclear power. A new report from the Institute for Energy Economics and Financial Analysis (IEEFA) highlights that while […]

IEEFA: Pakistan is planning to end coal imports, worsening outlook for South African coal

IEEFA: Pakistan is planning to end coal imports, worsening outlook for South African coal

The growing and irreversible risks being faced by South African coal exporters

As Thungela Resources’ CEO attempts to talk up the future of the Anglo American coal spin-off, South Africa’s second largest coal export destination Pakistan is planning to bring coal imports to an end. Thungela CEO July Ndlovu recently stated that a “just transition” for developing nations requires the continued operation of existing coal-fired power plants […]

LBNL: Capacity of wind, solar in pipeline hits record levels

Renew Economy: A new study published by the Lawrence Berkeley National Laboratory’s Electricity Markets and Policy group (EMP) shows that the queue of new wind and solar capacity in the United States scheduled for connection to the grid has reached record levels, alongside the new capacity of battery storage projects. “We find that the total […]

May 25, 2021 Read More →