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The International Energy Agency, out with its annual energy-markets forecast, “World Energy Outlook 2016,” remains behind the curve but not as far behind as it was. A history of IEA underestimation of technology change has been partially remedied in this new report, but the agency’s solar and wind forecasts can at best be described still […]

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IEEFA Update: IEA, Still Behind the Curve, Nonetheless Indicates Rising Stranded-Asset Risk in Fossil-Fuel Holdings

A Not-So-Distant Future in Which Thermal-Fired Electricity Generation Declines Precipitously

The International Energy Agency, out with its annual energy-markets forecast, “World Energy Outlook 2016,” remains behind the curve but not as far behind as it was. A history of IEA underestimation of technology change has been partially remedied in this new report, but the agency’s solar and wind forecasts can at best be described still […]

November 17, 2016 Read More →

IEEFA Asia: Rosy Prospects in Indonesian Coal?

A Note of Caution on Assuming That Recent High Prices Are Sustainable

As the U.S. coal industry hopes for an unlikely revival on the back of U.S. political developments, the Indonesian coal sector is riding a surge in thermal coal prices. Confidence was high already, as evidenced by coal giants Bukit Asam and Adaro Energy joining a late-October U.S. capital market road show sponsored by the Indonesian […]

November 17, 2016 Read More →

IEEFA China: Why the Rally in Coal Prices Is Unsustainable

A Short-Term Surge Is at the Mercy of Long-Term Trends

While thermal coal export prices have doubled since the first of the year, IEEFA remains of the view that the price spike is due solely to the confluence of several short-term policy and weather factors in China and India. By far the more important trend to watch is what’s seen in the 10.7 percent year-on-year, […]

November 17, 2016 Read More →
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