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IEEFA Research

IEEFA: Emerging Asia’s unrealistic LNG-to-power project pipeline threatens macroeconomic and financial stability

IEEFA: Emerging Asia’s unrealistic LNG-to-power project pipeline threatens macroeconomic and financial stability

IEEFA’s investigative analysis reveals that only a small fraction of LNG projects are viable across seven emerging Asian countries

15 December (IEEFA Asia): The liquefied natural gas (LNG) industry has framed LNG as a cheap, reliable “bridge fuel” to help countries reduce coal consumption and transition to cleaner renewable energy. For many project developers and countries in emerging Asia, however, LNG is a bridge that may never be built, according to the latest report […]

IEEFA U.S.: Energy transition to renewables likely to accelerate over next two to three years

IEEFA U.S.: Energy transition to renewables likely to accelerate over next two to three years

Coal, gas set to become biggest losers as renewable generation climbs quickly

March 31, 2021 (IEEFA) — The speed and scope of the energy transition to renewables will pick up pace over the next two to three years, according to the Institute for Energy Economics and Financial Analysis’ U.S. Power Sector Outlook 2021. Solar and battery storage adoption is enjoying almost exponential growth, and wind and solar […]

IEEFA report: India’s stranded asset risk in thermal power sector underestimated

India should cancel many of the worst thermal power plant proposals

December 18, 2019 (IEEFA India) ‒ Several more thermal power stations in India could potentially be classified as stranded assets, finds a new report released today by the Institute for Energy Economics and Financial Analysis (IEEFA). IEEFA’s report – Seriously Stressed and Stranded: The Burden of Non-Performing Assets in India’s Thermal Power Sector – finds India’s […]

IEEFA Argentina: Oil and gas production in Vaca Muerta, Patagonia awaits direction from new leadership

IEEFA Argentina: Oil and gas production in Vaca Muerta, Patagonia awaits direction from new leadership

Foreign investors hit pause button amidst concerns over political and economic environment

December 5, 2019 (IEEFA) ‒ Efforts by the oil and gas industry to develop Vaca Muerta, Argentina’s vast shale reserves in northern Patagonia, have slowed and in many instances, come to a halt, as the industry awaits direction from the country’s incoming president. Alberto Fernández, who will take office on December 10, has yet to […]

IEEFA Australia: Contracting with Adani Australia entails counterparty risks

IEEFA Australia: Contracting with Adani Australia entails counterparty risks

Buyer beware

16 August 2019 (IEEFA Australia): Contractors, employees and debtors seeking work with Adani Mining are taking a financial risk with reports of previous contractors being burnt and the listed Indian parent company – Adani Enterprises Ltd – still lacking the financial capacity to deliver on the project, concludes a new briefing note out today. Written […]

IEEFA Australia: BHP to link executive compensation to reductions in emissions generated from the use of its products

IEEFA Australia: BHP to link executive compensation to reductions in emissions generated from the use of its products

Evaluating and reporting Scope 1-3 emissions is a landmark commitment, showing leadership towards implementation of the Paris Agreement

23 July 2019 (SYDNEY)  — BHP Group announced plans today to link company executive compensation to reductions in the total emissions of its product portfolio, with the landmark decision to include Scope 3 emissions – the carbon emissions generated by customers’ use of BHP products like coal, oil and gas. In addition to gas (LNG), […]

July 23, 2019 Read More →

IEEFA update: ‘We Want Sun’ report outlines path forward on Puerto Rican electricity policy

Placing sustainability and self-sufficiency ahead of dependency on imported fossil fuels

Oct. 1, 2018 (IEEFA) — The Institute for Energy Economics and Financial Analysis published a report today in concert with a coalition of Puerto Rican public policy organizations, labor organizations and energy experts detailing the island’s largely untapped possibilities in solar-powered electricity generation. The report “Queremos Sol” (“We Want Sun”)—outlines a power-system transformation that would place sustainability and […]

October 3, 2018 Read More →
IEEFA Arizona: Fast-Track Opportunities Now in Navajo Community-Driven Solar Electricity Generation

IEEFA Arizona: Fast-Track Opportunities Now in Navajo Community-Driven Solar Electricity Generation

Strategically Situated Tribal Lands at the Heart of the American Sunbelt Hold Crucial Market Advantages; Prudent Development Strategies Will Benefit, Protect, and Profit Local People

Jan. 3, 2017 — Locally owned utility-scale solar electricity generation offers Navajo communities an immediate generational economic-development opportunity, concludes a research brief published by the Institute for Energy Economics and Financial Analysis (IEEFA) and DinéHózhó. The report— “Window of Opportunity: Navajo Solar—A Fast-Track Community-Driven Development Approach” — details how transformative changes in the U.S. electric utility […]

IEEFA Report: Three Timely Takeaways on 2016 Global Energy Transformation

IEEFA Report: Three Timely Takeaways on 2016 Global Energy Transformation

An Acceleration to Renewables, Faster-Than-Expected Shifts Regionally and Nationally, Growing Risk for Investors Who Lag Behind

Three notable takeaways emerge from the rapid transformation of the global energy economy, as we detail in a new paper we published today as the landmark Paris Agreement officially goes into effect. The global transition to renewables is accelerating. Change is happening faster than expected. Those left behind in this transition face growing financial risk. […]

November 5, 2016 Read More →

IEEFA Exxon: Telltale Crossover in Late 2014 Marks Where a Major Oil Stock Began to Go South

A Decoupling From the Larger Stock Market 2 Years Ago Portends a Future in Which the World’s Biggest Oil Company Will Be Smaller and Will Not Pay Out as Much in Shareholder Distributions

The world is moving in fits and starts but with gathering momentum toward a more diversified, low-carbon energy mix. The evidence is all around us. One exhibit, of many, is in the report we published this week—“Red Flags on Exxon: A Note to Institutional Investors”—which includes the chart here: ExxonMobil Financial Performance, 2006 – 2015 […]

October 27, 2016 Read More →

More News and Commentary

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 →

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 →

Berkshire Hathaway unit plans 2.1-gigawatt wind, solar project in Iowa

Renewables Now: US electricity and natural gas utility MidAmerican Energy Co, part of Warren Buffett’s Berkshire Hathaway Inc (NYSE:BRK.A), on Wednesday unveiled plans to deploy 2.1 GW of wind and solar power capacity in Iowa under a USD-3.9-billion (EUR 3.4bn) project. The company said on Wednesday it has submitted an application with the Iowa Utilities […]

January 20, 2022 Read More →

Citigroup sets out rare “absolute reduction” target for energy firms

Reuters: Citigroup Inc (C.N) on Wednesday laid out goals for corporate borrowers to cut emissions that included a rare “absolute reduction” target for companies in the energy sector by the end of the decade. Citi said in a report that it aims for emissions from companies across its energy loan portfolio to drop 29% by […]

January 20, 2022 Read More →

Scientists pan Canada carbon capture tax credit plan

Bloomberg ($): Canada’s plans to introduce a tax credit for carbon capture in the country’s oil patch would amount to a fossil fuel subsidy for an ineffective technology, a group of academics said in a letter to the deputy prime minister. Carbon capture, where the carbon dioxide from oil and gas production facilities is sequestered […]

January 20, 2022 Read More →