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MIL-OSI Energy: IEEFA Europe: Poland’s PGE would do well to accelerate plans to diversify away from coal

By   /  September 7, 2018  /  BREF, Business, Commentary, Commodities, Economy, Energy, Energy Policy, English, Europe, Exploitation, Exploration, Gas, Global Economy, Industry, Institute for Energy Economics and Financial Analysis, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Newsletter Daily, Oil, Oil Rigs, Open Source Intel, PGE, Poland, Renewables  /  Comments Off on MIL-OSI Energy: IEEFA Europe: Poland’s PGE would do well to accelerate plans to diversify away from coal

Source: Institute for Energy Economics and Financial Analysis Rising risk in adhering to a traditional power generation business model LONDON — Poland’s biggest utility, PGE, should accelerate its plans to diversify away from coal, as surging carbon prices underscore risks gathering around its present PLN 21 billion ($5.6 billion) coal power investment programme. To date, PGE […]

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MIL-OSI Energy: IEEFA report: Benefits to Engie from closing three German coal-fired power plants would outweigh any gains from selling them

By   /  September 5, 2018  /  Business, Commentary, Commodities, Divestment, Economy, Energy, Engie, English, Exploitation, Exploration, Farge, France, Gas, Germany, Global Economy, Industry, Institute for Energy Economics and Financial Analysis, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Newsletter Daily, Oil, Oil Rigs, Open Source Intel, Press Releases, Reports, Transition, Wilhelmshaven, Zolling  /  Comments Off on MIL-OSI Energy: IEEFA report: Benefits to Engie from closing three German coal-fired power plants would outweigh any gains from selling them

Source: Institute for Energy Economics and Financial Analysis Shutdown would be in line with corporate responsibility commitments, prevent rivals from gaining market share, and signal that utility giant “is part of the solution” to Germany’s coal phase-out plans Sept 4, 2018 (IEEFA) — The French multinational energy company Engie would be better off closing its […]

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MIL-OSI Energy: IEEFA update: The banks, law firms, accountants and credit agencies that orchestrated Puerto Rico’s $72 billion debt crisis

By   /  September 5, 2018  /  Banco Popular, Bank of America, Barclays, BBVA, Business, Citibank, Commentary, Commodities, Delafield and Wood, Deloitte and Touche, Economy, Energy, English, Ernst and Young, Exploitation, Exploration, Federal Oversight Management Board, Fiddler, First Bank, FOMB, Gas, Global Economy, Goldman Sachs, Gonzalez and Rodriguez, Greenberg Traurig, Hawkins, Hearst Communication/Fitch, Industry, Institute for Energy Economics and Financial Analysis, JP Morgan, Kobre & Kim, KPMG, Mendez Alvarez, Merrill Lynch, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Moody’s Corporation, Morgan Stanley, Newsletter Daily, O’Neil and Borges, Oil, Oil Rigs, Open Source Intel, Pietrantoni, PREPA, Puerto Rica, Puerto Rico, Puerto Rico-PREPA, S & P Global Inc., Santander, Scotia Bank, Sidley Austin/Brown and Wood, Squire Sanders, U.S. Bank Trust National Association, UBS (PaineWebber), Wells Fargo  /  Comments Off on MIL-OSI Energy: IEEFA update: The banks, law firms, accountants and credit agencies that orchestrated Puerto Rico’s $72 billion debt crisis

Source: Institute for Energy Economics and Financial Analysis A federal report names names: Financial advisers who enabled (and profited from) commonwealth’s fiscal despair are worth over $2 trillion An army of high-priced talent from some of the world’s most prestigious law firms, accounting companies, investment banks and credit agencies are responsible for having steered the […]

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MIL-OSI Energy: IEEFA update: Divestment 101

By   /  September 1, 2018  /  Business, Commentary, Commodities, Divestment, Economy, Energy, English, Exploitation, Exploration, ExxonMobil, Gas, Global Economy, Industry, Institute for Energy Economics and Financial Analysis, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Newsletter Daily, Norway, Oil, Oil industry, Oil Rigs, Open Source Intel, S&P 500 Index, Trans Canada  /  Comments Off on MIL-OSI Energy: IEEFA update: Divestment 101

Source: Institute for Energy Economics and Financial Analysis A 10-point FAQ primer on a new mindset around energy sector holdings The fast-moving evolution of the energy sector is changing investor minds and altering capital market flows. This shift raises as many questions about where things are going as it does about the status quo. A […]

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MIL-OSI Energy: Offshore Wind Power: The Underexplored Opportunity to Replace Coal in Asia

By   /  August 31, 2018  /  Asia, Business, Commentary, Commodities, Economy, Energy, English, Exploitation, Exploration, Gas, Global Economy, Industry, Institute for Energy Economics and Financial Analysis, Japan, Maquarie, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Newsletter Daily, offshore wind, Oil, Oil Rigs, Open Source Intel, Ørsted, Prysmian Cables, Siemens, Wind  /  Comments Off on MIL-OSI Energy: Offshore Wind Power: The Underexplored Opportunity to Replace Coal in Asia

Source: Institute for Energy Economics and Financial Analysis Technological improvements have changed the game; global capacity could grow to 115 GW by 2030 The global renewable electricity sector transformation has gained unprecedented impetus due to accelerated deflation in wind and solar power costs. Classic benefits of technological improvements, innovative financing, low externalities and economies of […]

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MIL-OSI Energy: IEEFA update: In designing its electricity grid, Puerto Rico must look to the future

By   /  August 29, 2018  /  Agguire Offshore GasPort, Business, Cambio PR, Commentary, Commodities, Economy, El Puente, Energy, English, Exploitation, Exploration, Gas, Global Economy, Industry, Institute for Energy Economics and Financial Analysis, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Newsletter Daily, Oil, Oil Rigs, Open Source Intel, Puerto Rico, Puerto Rico-PREPA, Sierra Club  /  Comments Off on MIL-OSI Energy: IEEFA update: In designing its electricity grid, Puerto Rico must look to the future

Source: Institute for Energy Economics and Financial Analysis Energy Bureau should reject ideas that will hamper development of renewable energy and micro-grids Puerto Rico has a historic opportunity to rebuild its electrical system and phase out its obsolete oil-fired generation in favor of a much more decentralized and reliable system based on renewable energy. To […]

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MIL-OSI Energy: IEEFA update: The investment rationale for fossil fuels falls apart

By   /  August 28, 2018  /  Business, Commentary, Commodities, Economy, Energy, Energy Investment Trends, Energy Markets, English, Exploitation, Exploration, fossil fuels, Gas, Global Economy, Industry, Institute for Energy Economics and Financial Analysis, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Natural Gas, Newsletter Daily, Oil, Oil industry, Oil Rigs, Open Source Intel  /  Comments Off on MIL-OSI Energy: IEEFA update: The investment rationale for fossil fuels falls apart

Source: Institute for Energy Economics and Financial Analysis An outdated mindset that no longer lives up to its hype For decades, the fossil fuel sector literally fuelled the global economy and powered the world’s investment markets. This is no longer the case. The long-standing and now outdated investment thesis around fossil fuels—that such holdings would […]

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MIL-OSI Energy: IEEFA op-ed: Who really owes Puerto Rico’s bondholders—and how much?

By   /  August 25, 2018  /  Bond Buyer, Business, Commentary, Commodities, Economy, Energy, English, Exploitation, Exploration, Gas, Global Economy, Industry, Institute for Energy Economics and Financial Analysis, Kobre & Kim, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Newsletter Daily, Oil, Oil Rigs, Open Source Intel, Puerto Rico, Puerto Rico-PREPA  /  Comments Off on MIL-OSI Energy: IEEFA op-ed: Who really owes Puerto Rico’s bondholders—and how much?

Source: Institute for Energy Economics and Financial Analysis Investigation points to negligence and wrongdoing in both the public and private sector One thing that jumps out from the Puerto Rico Financial Oversight Management Board’s (FOMB) recent report on the island’s debt quagmire is the backward nature of the process by which the powers-that-be are determining […]

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MIL-OSI Energy: India coal plant cancellations are coming faster than expected

By   /  August 24, 2018  /  Adani, Business, Commentary, Commodities, Economy, Energy, English, Exploitation, Exploration, Gas, Global Coal Markets, Global Economy, India, Industry, Institute for Energy Economics and Financial Analysis, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Newsletter Daily, NTPC, Oil, Oil Rigs, Open Source Intel, Parliamentary Standing Committee on Energy  /  Comments Off on MIL-OSI Energy: India coal plant cancellations are coming faster than expected

Source: Institute for Energy Economics and Financial Analysis Global Coal Plant Tracker shows project pipeline shrinking by 25% The latest data from the Global Coal Plant Tracker (GCPT) shows that India’s coal-fired pre-construction project pipeline has shrunk by a quarter, that is 24 GW in the last six months alone. India’s thermal power giant NTPC […]

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MIL-OSI Energy: IEEFA update: Risk to India’s banking sector in rising tide of stranded assets

By   /  August 22, 2018  /  Adani, Adani Power, Asia, Business, Commentary, Commodities, Economy, Energy, Energy Policy, English, Exploitation, Exploration, Gas, Global Coal Markets, Global Economy, India, Industry, Institute for Energy Economics and Financial Analysis, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Newsletter Daily, Oil, Oil Rigs, Open Source Intel, Renewables, Tata Power, Transition  /  Comments Off on MIL-OSI Energy: IEEFA update: Risk to India’s banking sector in rising tide of stranded assets

Source: Institute for Energy Economics and Financial Analysis An array of market and policy forces continues to undermine coal-fired electricity generation SYDNEY — The thermal sector of India’s power-generation industry that accounts for US$40-60 billion in potentially stranded assets continues to pose trouble for Indian banks. The sector’s underperformance is exemplified by unsustainably low capacity […]

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