IEEFA: India’s power shortage crisis is an opportunity to spur the clean...
Continuing high temperatures in India are creating massive demand for electricity, which distribution companies struggle to meet. The power shortage crisis has revealed that the cost of coal-based...
View ArticleIEEFA: The energy transition in India – upwards and onwards
It seems that the energy transition in India has just turned a corner. After a tough three years filled with policy headwinds, policy obscurity, and the COVID-19 pandemic choking growth in the capacity...
View ArticleIEEFA India: In Tata Power’s BlackRock deal, multiple growth triggers remain
Net-zero pledges and the widespread installation of renewable energy as the dominant source of power should be the central theme in energy markets globally. India is alert to this, embarking on an...
View ArticleIEEFA: Declining efficiencies of coal plants jeopardise India’s COP26...
Thanks to renewables, India is making rapid strides in its energy transition and is not adding any new coal power assets. Yet, there is no policy thrust on enhancing the performance of existing coal...
View ArticleIEEFA: Fuel price crisis should accelerate India’s energy transition
The world economy was still recovering from the COVID-19 pandemic when Russia’s invasion of Ukraine pushed up global oil and gas prices and the cost of food. The war has created not only a humanitarian...
View ArticleIEEFA: Climate change takes investors beyond the balance sheet to ESG
Stakeholders now look beyond corporate balance sheets – to environmental, social and governance (ESG) parameters – to ascertain a company’s true worth. The existential threat of climate change,...
View ArticleIEEFA Australia: Eraring’s 2025 exit and Mike Cannon-Brookes/ Brookfield...
Two recent announcements could lower electricity prices and speed up the switch from coal and gas generation to renewables. Origin Energy announced it would close Eraring coal-fired power station in...
View ArticleIEEFA/JMK: Electric vehicle surge in India will drive indigenous lithium-ion...
India is poised to become the third largest global automotive market by 2026 and is targeting 30% of new vehicle sales to be electric by 2030, putting the country on the path to becoming an automotive...
View ArticleIEEFA Australia: AEMC fails to prioritise governance of distributed energy...
In July 2020, the Energy Security Board (ESB) issued a consultation paper proposing that technical standards for Distributed Energy Resources (DER) – rooftop solar, electric vehicles, smart appliances...
View ArticleIEEFA India: Infrastructure investment trusts unlock value in renewable...
Infrastructure investment trusts (InvITs) are making inroads into Indian financial markets as an instrument for power sector infrastructure owners to monetise assets and for investors to gain exposure...
View ArticleIEEFA: Australian government emissions projections show 44% of coal capacity...
9 December (IEEFA Australia): The Australian Government’s Emissions Projections show that 5 gigawatts (GW) of coal-fired generation capacity will close earlier than indicated by the current official...
View ArticleIEEFA Update: A national EV policy and other steps towards electrifying...
Amid global coal and gas price volatility, electrifying Australia via rooftop solar is the clear winner in the race to lowest cost energy. Critics who claimed economies of scale were lacking when...
View ArticleIEEFA Update: India’s coal crisis produced twin glaring conclusions – coal is...
A key takeaway from India’s coal crisis is the urgent need for the country to accelerate its transition to a secure, reliable and low-emissions electricity system. India faced huge coal shortages from...
View ArticleIEEFA India: Renewable energy sector could attract a flood of global capital...
India is the world’s fourth largest energy consumer and among the fastest growing large economies. With strong economic growth and electricity demand, the country will need additional sources of energy...
View ArticleIEEFA: Innovative financing can help India achieve its renewable energy goals
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...
View ArticleIEEFA Update: Gas is exiting the global energy mix, providing lessons for...
An IEEFA paper published earlier this year has proved to be eerily correct with forecasts of doubling or even tripling of the U.S. Henry Hub price and higher and extremely volatile global gas prices....
View ArticleCalifornia utility building three battery storage projects, two hydrogen...
S&P Global Market Intelligence ($): San Diego Gas & Electric Co. on April 19 announced plans to break ground on an energy storage project and build two hydrogen projects as part of its plan to...
View ArticleGroup of U.S. utilities backs proposal to cut carbon emissions by 80% by 2030
Reuters: A group of U.S. electricity companies wrote to President Joe Biden this week saying it will work with his administration and Congress to design a broad set of policies to reach a near-term...
View ArticleMississippi Power to close last coal plant, three gas-fired facilities by 2027
E&E News ($): Southern Co.’s Mississippi Power subsidiary will close the last of its coal-fired power plants, as well as aging, inefficient natural gas ones, as part of its first-ever comprehensive...
View ArticleJ-Power cancels plans for 1.2GW coal-fired power plant in western Japan
Reuters: Japan’s Electric Power Development (J-Power) said on Friday it had scraped a plan to build a 1.2 gigawatt (GW) coal-fired power plant in Yamaguchi, western Japan, after a comprehensive...
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