IEEFA Reports, Briefing Notes, Memos and Testimony

The reports below link directly to the pdf.  For additional coverage please see the report category, and the research topics list.

“The High-Risk Financing Behind the Dakota Access Pipeline: A Stranded Asset in the Making in the Bakken Region of North Dakota,”, November 2016

IEEFA Filing: Oct. 25, 2017, Testimony to the Puerto Rico Energy Commission

2016: Year in Review—Three Trends Highlighting the Accelerating Global Energy Market Transformation, November 2016

PowerPoint: State of International Electricity Markets & Stranded Asset Risk, October 2016

Red Flags on ExxonMobil (XOM): A Note to Institutional Investors, October 2016

Research Memo: Rampal Loan Puts EXIM Bank and Bondholders at Risk, October 2016

The Northern Gas Pipeline Submission to the EIS, October 2016

New Development Bank and Role in BRICS Renewable Energy Targets,  October 2016

A Foundation-Based Framework for Phasing Out German Lignite in Lausitz, September 2016

The Beginning of the End: Fundamental Changes in Energy Markets Are Undermining the Financial Viability of Coal-Fired Power Plants in Texas, September 2016

Re-Regulating Coal Plants in West Virginia: A Boon to FirstEnergy, a Burden to Ratepayers, September 2016

China Shenhua Energy Company-Key Details From 2016 Interim Results Aptly Titled “Coal Supply-Side Reform”, September 2016

FirstEnergy Bailout Proposals Grow More Audacious, and Onerous, for Ohio Ratepayers, August 2016

The Hume Coal Mine A Stranded Asset in the Southern Highlands, August 2016

PREPA Debt Restructuring Deal Won’t Restore Agency to Financial Health, August 2016

India’s Questionable Ultra Mega Power Plans, August 2016

Texas’ Outsize Role in the Decline of the Powder River Basin Coal Industry, August 2016

The Economics of Continued Operation of Owensboro Municipal Utilities’ Elmer Smith Station Coal-Fired Power Plant, July 2016

Turkey at a Crossroads: Invest in the Old Energy Economy or the New?, June 2016

Risky and Over Subsidised A Financial Analysis of the Rampal Power Plant, June, 2016

Pipe Dreams: A Financial Analysis of the Northern Gas Pipeline, May 2016

Sub-Critical Australia’ Risks From Market Imbalance in the Australian National Electricity Market, May 2016

Comments on the Department of Interior (DOI) Notice of Intent to Conduct a Programmatic Environmental Impact Statement of Federal Coal Leasing Programs, May 2016

Memorandum on Costs to Ratepayers if NorthWestern Energy or State of Montana Purchase Colstrip Plant, May 2016

Letter to Montana Legislators, May 2016

Comments on the Puerto Rico Electric Power Authority’s Integrated Resource Plan, April 2016 (en español)

Risks Associated With Natural Gas Pipeline Expansion Across Appalachia, April 2016

Bad Choice: The Risks, Costs and Viability of Proposed U.S. Nuclear Reactors in India, March 2016

IEEFA Japan Briefing: Japan’s Energy Transformation, March 2016

IEEFA Memo to Utah State Legislature, March 2016

PowerPoint: A Bleak Future for Colstrip Units 1 and 2 Has Become Much Bleaker, March 2016

Energy Poverty, Then and Now: How Coal Proponents Have It Wrong, March 2016

Peabody’s Strategies for Survival Ignore Market Realities and Risk Backfiring, February, 2016

A $4 Billion Bailout in the Buckeye State: FirstEnergy’s Plan Will Cost Customers for Years to Come, February, 2016

The Proposed New Kosovo Power Plant: An Unnecessary Burden at an Unreasonable Price, January, 2016 (version in Albanian)

Declaration of David Schlissel, Case No. 15-1363 and Consolidated Cases: State of West Virginia v. USEPA , December, 2015

Declaration of Tom Sanzillo, Case No. 15-1363 and Consolidated Cases: State of West Virginia v. USEPA, December, 2015

Wollongong Coal Ltd’s Russell Vale Coal Mine A Likely Stranded Asset, December, 2015

Carpe Diem: Eight Signs That Now is the Time to Invest in the Global Energy Market Transformation, November, 2015

IEEFA background briefing, Australian Export Coal Quality, November, 2015

Georgia Power Company Should Retire Plant, November, 2015

PowerPoint: Georgia Power Should Retire Plant Hammond, November, 2015

PowerPoint: Changing Dynamics in the Global Seaborne Thermal Coal Markets & Stranded Asset Risk,  November, 2015

Public Comment to D.C. Public Service Commission, November, 2015

Memo to D.C. City Council: Ring-Fence Provisions of Proposed Exelon-Pepco Merger, November, 2015

Report: Past Peak Coal in China, November, 2015

Report: India’s Electricity-Sector Transformation: Global Capacity Building, November, 2015

Briefing Note: West Virginia Bailout Emboldens FirstEnergy and AEP in Ohio, October, 2015

Report: The Time is Right to Retire C.D. McIntosh Unit 3, October, 2015

Briefing Note: Adani Remote Prospects, September 2015

Testimony of Tom Sanzillo, City of Oakland, City Council Public Hearing, September, 2015

Report: Opportunity for a New Direction for Puerto Rico’s Electric System, September, 2015 (Versión en Español)

Losing Proposition – Why the Proposal to Repower the Cayuga Plant Should Be Rejected, August, 2015

Comments Submitted to the Department of the Interior, Listening Sessions on Reform of the Federal Coal Lease Program: The Federal Government Owns the Nation’s Largest Coal Deposits – and Must Act Accordingly, August, 2015

India’s Electricity Sector Transformation, August, 2015

Planning Assessment Commission Submission: Newcastle T4, A Stranded Asset?, July, 2015

Memorandum: CONSOL Proposal to Create CNX Coal Resources LP, June, 2015

A Bleak Future for Colstrip Units 1 and 2, June, 2015

Briefing Note: Struggling U.S. Coal Companies Face Debt Hurdles, Complications from Reclamation and Pension Obligations, Pressure from Hedge Funds, June, 2015

Cheyyur UMPP:  Financial Plan Will Make Electricity Unaffordable, May, 2015

Galilee Coal Basin:  Carmichael – A Stranded Asset?, May, 2015

Case for Divesting Coal from the Norwegian Pension Fund Global, May, 2015

Briefing Note: An Overview of Adani Enterprises’ Corporate Restructuring, May, 2015

Comments on Proposed Consolidated Federal Oil and Gas and Federal and Indian Coal Valuation Reform, ONRR 2012-0004-0024, May, 2015

Peabody Energy Management Is Rewarded as Investors Lose and Workers Are at Risk, April, 2015

Teck Resources: Rough Road on Oil Sands Investments, April, 2015

Letter to the Alaska Department of Natural Resources regarding Chuitna Coal Mine, April, 2015

Cost of Coal From Mine-Mouth Prairie State Plant Isn’t the Bargain That Was Promised, April, 2015

Left in the Dark: How the Alabama Public Service Commission Makes Customers Pay Billions of Dollars for Alabama Power Investments without Any Meaningful Public Review or Involvement, February, 2015

2014 – Another Year of Unmet Promises for the Prairie State Energy Campus, February, 2015

Exelon’s Proposed Acquisition of Pepco Holdings: Corporate Strategy at D.C. Ratepayer Expense, January, 2015

Briefing Note: Global Energy Markets in Transition, January, 2015

Briefing Note: The Narrabri Coal Seam Gas Project, December, 2014

No Need for New U.S. Coal Ports: Data Shows Oversupply in Capacity, November, 2014

20 Fourth-Quarter Questions for Powder River Basin Coal Producers, November, 2014

‘A Constellation of Risks’: How Public Accountability Is Slowing Tar Sands Development, October, 2014

Memo: Analysis of Paducah Power System’s Recent and Future Costs of Power from the Prairie State Energy Campus, October, 2014

Briefing Note: The Outlook for Financing for Australia’s Galilee Basin Coal Proposals, October, 2014

Report: How the High Cost of Power from Prairie State is Affecting Bowling Green Municipal Utilities’ Customers, October, 2014

FirstEnergy Seeks a Subsidized Turnaround, October, 2014

Report: No Evidence of a Turnaround at Prairie State, September, 2014

Briefing Note: Fossil Fuels, Energy Transition & Risk, July, 2014

Duke Energy and Costs of Coal Ash Cleanup, June, 2014

Briefing Note: Fossil Fuels, Energy Transition & Risk, June, 2014

NYC and NYS Pension Funds Should Divest Coal Stocks: A Shrinking Industry, Weak Upside, and Wrong on Climate Change, May, 2014

Briefing Note: Thermal Coal Outlook, May, 2014

Briefing Note: India Power Prices, May, 2014

Briefing Note: WICET, May, 2014

Briefing Note: Fossil Fuels, Energy Transition & Risk, April, 2014

Overpriced power: Why Batavia is Paying So Much for Electricity, February, 2014

Huntley Generating Station: Coal Plant’s Weak Financial Outlook Calls for Corporate and Community Leadership, January, 2014

When, Not If: Bridgeport’s Future and the Closing of PSEG’s Coal Plant, January, 2014

Remote Prospects: A Financial Analysis of Adani’s Coal Gamble in Australia’s Galilee Basin, November, 2013

Energy Future Holdings and Mining Reclamation Bonds in Texas, October, 2013

Coal India: Running on Empty? CIL Misleading Investors, Extractable Reserves Could be Exhausted in 17 years, September, 2013

Changing Course: A Clean Energy Investment Plan for Dominion Virginia Power, August, 2013

Why Should the Ohio Attorney General Be Asked To Investigate The Prairie State Deal?, August, 2013

Mountain State Maneuver: AEP and FirstEnergy Try to Stick Ratepayers with Risky Coal Plants, July, 2013

Response to the Department of Interior, Office of Inspector General Audit on Federal Coal Leasing Program, June, 2013

Stranded: Alpha Coal Project in Australia’s Galilee Basin, June, 2013

Dark Days Ahead: Financial Factors Cloud Future Profitability at Dominion’s Brayton Point, March, 2013

Public Utility Regulation Without The Public: The Alabama Public Service Commission and Alabama Power. Weak PSC Oversight Benefits Alabama Power At Customers’ Expense, March, 2013

Why a Forward Capacity Market Won’t Solve Texas’ Resource Adequacy Problem: The Case of Energy Future Holdings, February, 2013

A Texas Electric Capacity Market: The Wrong Tool for a Real Problem, February, 2013

The Kemper IGCC Project: Cost and Schedule Risks, November, 2012

The Prairie State Coal Plant: The Reality vs. The Promise, August, 2012

Almost $30 Billion in Revenues Lost to Taxpayers By “Giveaway” of Federally Owned Coal in the Powder River Basin, June, 2012