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MIL-OSI Energy: Trade war with China to cost American coal producers

By   /  August 10, 2018  /  Business, China, Commodities, Economy, Energy, Energy Policy, English, Exploitation, Exploration, Gas, Global Coal Markets, Global Economy, Industry, Institute for Energy Economics and Financial Analysis, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, News, Newsletter Daily, Newsletter News Weekly, Oil, Oil Rigs, Open Source Intel, U.S. coal industry, US Coal Markets  /  Comments Off on MIL-OSI Energy: Trade war with China to cost American coal producers

Source: Institute for Energy Economics and Financial Analysis Reuters: At least four cargoes of U.S. coal worth $30 million are headed to China as Beijing prepares to hit imports with hefty 25-percent tariffs, threatening a niche supply of the fuel even as China’s appetite for foreign coal shows no sign of abating. The vessels, carrying […]

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MIL-OSI Energy: IEEFA update: Southeast Asian fossil fuel risk is underpriced

By   /  August 9, 2018  /  Asia, Australia, Business, Clifford Capital, Climate Risk, Commentary, Commodities, DBS Bank, Economy, Energy, Energy Investment Trends, English, Eni Maulani Saragih, Exploitation, Exploration, Gas, Global Coal Markets, Global Economy, HSBC, Indonesia, Industry, Institute for Energy Economics and Financial Analysis, Malaysia, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Mitsubishi UFJ Financial Group (MUFG), Newsletter Daily, Oil, Oil Rigs, Open Source Intel, Sofyan Basir, Standard Chartered Bank, Sumitomo Mitsui Banking Corp (SMBC), Vietnam  /  Comments Off on MIL-OSI Energy: IEEFA update: Southeast Asian fossil fuel risk is underpriced

Source: Institute for Energy Economics and Financial Analysis Hazards from corruption, policy change, stranded assets, and ill-informed advisors HONG KONG — We’ve just published a memo describing how July was an exceptionally telling month for Southeast Asia power-generation markets. Our memo argues that fossil fuel risk is underpriced in the region, and it makes four specific […]

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MIL-OSI Energy: ‘Summer boom to bust’ for China coal

By   /  August 1, 2018  /  Asia, Business, China, China Shenhua Energy Co, Commodities, Economy, Energy, English, Exploitation, Exploration, Gas, Global Coal Markets, Global Economy, Industry, Institute for Energy Economics and Financial Analysis, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, News, Newsletter Daily, Newsletter News Weekly, Oil, Oil Rigs, Open Source Intel  /  Comments Off on MIL-OSI Energy: ‘Summer boom to bust’ for China coal

Source: Institute for Energy Economics and Financial Analysis Bloomberg News: What was meant to be a summer party for coal is quickly turning into something more of a hangover. Even with China’s peak demand season in full swing as hot weather boosts air-conditioning use, benchmark spot prices have retreated in five of the previous six […]

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MIL-OSI Energy: IEEFA report: Marubeni’s coal commitments are creating ‘needless reputational and financial risk’

By   /  July 31, 2018  /  Allianz, Asia, AXA, Business, Chugoku Electric Power Cop., Commentary, Commodities, Economy, Energy, Energy Markets, English, Exploitation, Exploration, Gas, Global Coal Markets, Global Economy, Industry, Institute for Energy Economics and Financial Analysis, J-Power, Japan, Marubeni, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Mitsubishi, Mitsui Dai-Ichi Life, Newsletter Daily, Newsletter News Weekly, Nippon Life, offshore wind, Oil, Oil Rigs, Open Source Intel, Press Releases, Renewables, solar, Sumitomo, Swiss Re, TEPCO, Utility trends, Wind, Zurich  /  Comments Off on MIL-OSI Energy: IEEFA report: Marubeni’s coal commitments are creating ‘needless reputational and financial risk’

Source: Institute for Energy Economics and Financial Analysis Japanese multinational’s strategy is putting its global power business in jeopardy; Bigger and better opportunities in renewables June 30, 2018 (IEEFA.org) —Japanese multinational Marubeni Corp.’s coal-fired power generation strategy has left the company dangerously exposed to rapid changes in global energy markets, concludes a report published today by […]

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MIL-OSI Energy: Japan’s Nippon Life to end lending for new coal projects

By   /  July 17, 2018  /  Business, Climate Risk, Coal Project Lending, Commodities, Dai-ichi Life, Economy, Energy, English, Exploitation, Exploration, Gas, Global Coal Markets, Global Economy, Industry, Institute for Energy Economics and Financial Analysis, Insurance, Japan, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, News, Newsletter Daily, Newsletter News Weekly, Nippon Life Insurance Company, Oil, Oil Rigs, Open Source Intel  /  Comments Off on MIL-OSI Energy: Japan’s Nippon Life to end lending for new coal projects

Source: Institute for Energy Economics and Financial Analysis The Asahi Shimbun: Nippon Life Insurance Co. plans to become the first leading Japanese financial institution to reject investments and loans into new coal-fired power generation projects at home and abroad, a company source said July 12. The decision, made by Japan’s largest life insurance company, may […]

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MIL-OSI Energy: IEEFA India: Something short of an ‘amazing opportunity’ for U.S. coal

By   /  July 6, 2018  /  Adani Powere, Asia, Business, Commentary, Commodities, Economy, Energy, English, Exploitation, Exploration, Gas, Global Coal Markets, Global Economy, IEA, India, Industry, Institute for Energy Economics and Financial Analysis, International Energy Agency, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, Newsletter Daily, NPTC, Oil, Oil Rigs, Open Source Intel, Tata Power, Transition  /  Comments Off on MIL-OSI Energy: IEEFA India: Something short of an ‘amazing opportunity’ for U.S. coal

Source: Institute for Energy Economics and Financial Analysis Exporters will likely be disappointed at a policy- and cost-driven decline in important demand SYDNEY — In describing India as an “amazing opportunity,” U.S. Energy Secretary Rick Perry presumably is eyeing it as a long-term export destination for American coal that would be used to power plants built […]

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MIL-OSI Energy: IEEFA op-ed: India is helping bring the era of coal to an end

By   /  July 4, 2018  /  Business, Commentary, Commodities, Economy, Energy, Energy Markets, 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, Transition, Utility trends  /  Comments Off on MIL-OSI Energy: IEEFA op-ed: India is helping bring the era of coal to an end

Source: Institute for Energy Economics and Financial Analysis Project postponements and cancellations are harbingers of a new Asian energy economy SYDNEY—Tony Abbott, Australia’s former prime minister, was photographed in Parliament just a couple of weeks ago clutching a document titled, “Coal era is not over.” According to Australia’s pro-coal “Monash Forum” parliamentarians, of which Abbott […]

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MIL-OSI Energy: BNEF expects steep decline in coal generation through 2050

By   /  June 20, 2018  /  BNEF, Business, Coal Generation, Commodities, Economy, Elena Giannakopoulou, Energy, English, Exploitation, Exploration, Gas, Global Coal Markets, Global Economy, Industry, Institute for Energy Economics and Financial Analysis, MIL Oil-Energy Sector OSI, MIL OSI, MIL OSI Economics, Mining Sector, News, Newsletter Daily, Newsletter News Weekly, Oil, Oil Rigs, Open Source Intel, solar, Transition, Utility trends, Wind  /  Comments Off on MIL-OSI Energy: BNEF expects steep decline in coal generation through 2050

Source: Institute for Energy Economics and Financial Analysis PV Magazine: In its 2018 New Energy Outlook, Bloomberg New Energy Finance (BNEF) sees skyrocketing growth in the global solar and wind energy markets up to 2050. Overall, it anticipates that solar and wind will account for nearly half of global electricity generation by this date, driven […]

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MIL-OSI Energy: IEEFA Europe: As risks mount, Poland’s PGE struggles to break from its fossil fuel past

By   /  June 15, 2018  /  BREF, Business, Coal, Commentary, Commodities, Economy, Energy, Energy Policy, English, Europe, Exploitation, Exploration, Gas, Global Coal Markets, 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, Transition  /  Comments Off on MIL-OSI Energy: IEEFA Europe: As risks mount, Poland’s PGE struggles to break from its fossil fuel past

Source: Institute for Energy Economics and Financial Analysis Utility company’s actions contradict its stated intent to change The extreme case of Poland’s largest utility, PGE, shows how Europe’s more coal-intensive power companies are struggling to turn away from fossil fuels. Headwinds facing fossil fuel electricity generation in Europe include the global transition toward low-carbon energy […]

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MIL-OSI Energy: BP report: Coal still at 38% of global power generation

By   /  June 14, 2018  /  BP, Business, China, Coal Generation, 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, News, Newsletter Daily, Newsletter News Weekly, Oil, Oil Rigs, Open Source Intel, Renewables  /  Comments Off on MIL-OSI Energy: BP report: Coal still at 38% of global power generation

Source: Institute for Energy Economics and Financial Analysis Reuters: LONDON—Global greenhouse gas emissions began rising again last year as the first pick-up in coal burning since 2013 overshadowed a record expansion in renewable energy, a BP report said. Energy demand accelerated in 2017 by 2.2 percent, but a 17 percent gain in clean power such […]

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