China

IEEFA Research

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 […]

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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. […]

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IEEFA Global: A $51 Billion Gap (and a $51 Billion Opportunity) in BRICS Nations’ Renewable Energy Development

How to Meet the Goal? Through "Blended Finance" Where Public Funds Unleash Private Money

Here, in one chart, is an IEEFA picture worth a thousand words. While some $130 billion was invested last year in renewable-energy development in the BRICS countries—Brazil, Russia, India, China, and South Africa—billions more are required if these countries are to meet their commitments to climate-change mitigation policies. The four countries, in all, have announced […]

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Coal Won’t Solve the Energy Poverty Problem

Times Have Changed; Old Electricity-Generation Models Don’t Work Anymore

Coal-fired electricity is no longer the economy builder its proponents say it is. Time was when coal in fact did contribute to growth in many economies, but times have changed. Today governments and private interests worldwide concede—even emphasize—the economic and environmental dysfunction of coal. We’ve just published an IEEFA Briefing Note (“Energy Poverty, Then and […]

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Report: Wollongong Coal Ltd’s Russell Vale Coal Mine A Likely Stranded Asset

Wollongong Coal Ltd’s Russell Vale Coal Mine A Likely Stranded Asset (pdf)

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Eight (8) Signs Now Is the Time to Invest in Energy Transformation

Rapid Change Is Already Being Driven by New Policies and the Shifting Sands of Finance

Evidence continues to mount that the world is beyond peak coal consumption and that its appetite for thermal coal is waning. This trend has gathered remarkable momentum in 2015, as seen in sharp consumption declines in key coal markets. We’ve published a report today that explores recent developments around the world: “Carpe Diem: Eight Signs […]

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Past Peak Coal in China

Past Peak Coal in China, Nov 2015  Chinese translation of press release (pdf)

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Global Energy Markets Transition Drives Thermal Coal Into Structural Decline

New Research by IEEFA Sees Slowing Demand for Coal and Rapidly Rising Investment in Renewables CLEVELAND, Jan. 14, 2015 (IEEFA.org) — Rapid expansion of renewable energy combined with weakening electricity demand are driving a structural decline in seaborne thermal coal markets, according to a new briefing released today by the Institute for Energy Economics and […]

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Publications Concerning Lanco Infratech

This publication is being reviewed by the company.  Please do not rely on the previous report, pending that review.  The report will be republished, incorporating any any necessary feedback or corrections, in 2015.

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Briefing note: The Outlook for Financing for Australia’s Galilee Basin Coal Proposals

Briefing note: The outlook for financing for Australia’s Galilee Basin coal proposals By: Tom Sanzillo, IEEFA Director of Finance

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More News and Commentary

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 […]

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 […]

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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, […]

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China and India Will Step in Wherever U.S. Renewable Investment Slips

Maria Gallucci for Mashable: China and India stand to benefit if America’s progress on clean energy slips under President-elect Donald Trump, energy experts say. Trump has vowed to gut U.S. climate policies that favor wind, solar and other lower-emissions technologies and instead revive the struggling coal sector. But the world’s energy market is moving in […]

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On the Blogs: Climate Pact Will Drive Decline of Coal-Fired Electricity in Europe, China and India

Ken Silverstein for Environmental Leader: It’s all in the context of the Paris accord, signed by 191 countries in December 2015. Last week, it was ratified in Marrakesh. Under the agreement, countries will submit new blueprints every five years. The goal remains to limit global temperature increases to no more than 2 degrees Celsius by […]

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IEEFA Update: The Global Energy Transformation Remains on Track

U.S. Presidential Election Results Regardless, the Gathering Transition to Renewables Continues

Regardless of any potential or even likely shift in U.S. energy policies, the transition of global energy markets is firmly entrenched. A succession of financial and technology breakthroughs position renewable energy and efficiency as clearly price competitive in an increasing number of energy markets  Policy action, with the ratification of the Paris climate accord, reflects […]

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‘Coal Boomtown in China Warms to Renewables’

Christine Chou for the China Post: While China’s push for clean energy threatens to transform former coal boomtowns such as Shaanxi Province’s Yulin into so-called “ghost cities,” the city’s government plans to buck the trend. Officials in Yulin hope to ride a wave of expansion in renewables and other sectors to diversify the city’s economy. […]

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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. […]

Read More →

Count China as a Skeptic on Rising Coal Prices

From Xinhua News Agency: The recent coal price surge in China was irrational and unsustainable, an official said Monday, predicting that prices will retreat as supplies increase. There is no basis for further rises in coal prices, as supplies, freight volume and inventories have all rebounded, an official with the National Development and Reform Commission […]

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‘Shenhua buy back made easier by kill clause’

Jamieson Murphy for the Northern Daily Leader: BARGAINING POWER: The government is negotiating to get the Exploration Licence (black dotted line) to hug the project boundary (red line), but experts believe Shenhua may be open to a total buy back. WITH the kill clause in Shenhua’s contract fast approaching, the state government is in a powerful, but delicate, […]

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