Institute for Energy Economics and Financial Analysis (IEEFA)

Counterintuitively, the US exit from global energy transition partnerships might in fact “boost efforts to rapidly scale up renewable energy capacity,” writes Grant Hauber. Why? The US is the world’s largest #LNG exporter. So its departure from the partnerships this month might reduce “emphasis on a perceived need for imported gas as a ‘transition fuel’ from coal,” Hauber wrote. The Just Energy Transition Partnerships (#JETP) are a collaboration between richer nations to help developing countries transition from coal to cleaner energy. The downside of the US withdrawal, of course, is less money. “Despite the clear economic advantages of renewable energy, these transition investments require large amounts of capital.” See Hauber’s analysis of the cons, but also some unexpected pros, of the US withdrawal. https://lnkd.in/eEj2__-a Institute for Energy Economics and Financial Analysis (IEEFA) Peter McKillop Blair Palese Barclay Palmer Kari Huus Greenpeace #RenewableEnergy #ClimateFinance #SoutheastAsia #EnergyMarkets #CleanEnergy #Decarbonization #Asia #Vietnam #EnergyTransition #Japan #Indonesia #Germany

???Understanding Sustainable Finance with Institute for Energy Economics and Financial Analysis (IEEFA)’s Labanya Prakash Jena, CFA, SCR In a podcast with Dr. Aanchal Singh, Assistant Professor of Finance & Accounting and Member of the Centre for Social Sensitivity and Action at Goa Institute of Management (GIM) and Joanna Pyres, Labanya Prakash Jena, CFA, SCR breaks down key concepts like sustainable finance, climate finance, greenwashing and climate adaptation. He says, "There is no single scientific definition of sustainable finance—it varies from country to country. Broadly speaking, if we are able to mobilise capital for sustainable development in line with the 17 UN Sustainable Development Goals, that is sustainable finance. From an investor’s perspective, it means generating both financial returns and a positive societal impact." ?? Tune in to Part 1 of podcast here: ?? https://lnkd.in/gD34m3Cf ?? Tune in to Part 2 of podcast here: ?? https://lnkd.in/g8V8g2Q6 #SustainableFinance #ClimateFinance #GreenInvestment?

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Next week, IEEFA is hosting a session on "Mobilizing Green Finance for the Global South: Unlocking Capital Beyond Debt" at Berlin Energy Transition Dialogue 2025. ?? 20th March 2025 (Thursday) ?? Federal Ministry for Economic Affairs and Climate Action (BMWK), Berlin ? 13:30 - 15:00 ?? Our expert panel will explore alternative financing options beyond traditional debt, the role of MDBs and climate funds in blended finance, strategies to strengthen equity-based climate financing, the impact of carbon pricing on sustainable investments, and ways to enhance international collaboration for climate finance. The session will be moderated by Alasdair Docherty, Sustainable Finance & Data Analyst, IEEFA Europe. ?? Panelists: ? Shantanu Srivastava, CFA – Research Lead, Sustainable Finance & Climate Risk, IEEFA ? Jonas David – Research Director, Anthropocene Fixed Income Institute ? Dina Rebecca L. – Head Legal Advisory ESG & Sustainable Finance, PPI AG ? Sangeeth Raja Selvaraju – Policy Fellow (Sustainable Finance - India and ASEAN), Grantham Research Institute on Climate Change & the Environment ? Antonella Battaglini – CEO, Renewables Grid Initiative ?? This is a hybrid event! ?? To attend the session online, please register here: https://lnkd.in/dhq5ycNx ?? Limited slots are available for in-person participation – register now: https://lnkd.in/dfhuFv2n #GreenFinance #SustainableFinance #ClimateAction #EnergyTransition #BerlinEnergyTransitionDialogue2025

Welcome to the IEEFA Asia Pacific Insights LinkedIn #newsletter, which features valuable insights on issues related to?#energy markets, trends, and policies focused on a sustainable and profitable energy economy. In this edition, we focus on our latest releases from #Asia: ?? ?Grant Hauber (Strategic Energy Finance Advisor, Asia) commented that despite the Just Energy Transition Partnership (#JETP)’s changing leadership, the core international partners continue to support the JETP. Its associated low-cost, quick-to-build #renewable energy investments continue to be the appropriate formula for the challenges faced by emerging markets and developing economies. ?? Sam Reynolds (Research Lead, LNG/Gas, Asia) and Christopher Doleman (LNG/Gas Specialist, Asia) examined the U.S.-Japan Liquefied Natural Gas (#LNG) trading relationship, as well as Shell’s annual LNG Outlook together with Trey Cowan (Energy Analyst, Oil & Gas, U.S.). ?? Michelle K. (Energy Finance Specialist, South Korea) researched how the country could leverage its waste recycling systems to become a leading sustainable aviation fuel (#SAF) producer. ?? Haneea Isaad (Energy Finance Specialist, Pakistan) and Mustafa Hyder Sayed (Executive Director of the Pakistan-China Institute) detailed how the China-Pakistan Economic Corridor (#CPEC) project offers opportunities to change Pakistan’s energy sector. However, CPEC power plants have to overcome security risks, bureaucratic delays, regulatory uncertainty, and financial arrears. ?? Mutya Yustika (Energy Finance Specialist, Indonesia) explained how the country could gain substantial benefits from the #electricity export plan to #Singapore, including projected annual foreign exchange earnings of at least USD4.2 billion and a tax revenue increase of USD210 million or more a year. ?? Ghee Peh (Energy Finance Specialist, Asia Coal Markets) and Mutya Yustika followed up on Adaro Energy Group (now PT Alamtri Resources)’s spin-off of its thermal #coal assets into PT Adaro Andalan. Holding 15% of Andalan, Alamtri may now qualify for funding from two major financial institutions that had previously withdrawn from financing Adaro’s #aluminum smelting project for environmental reasons under their respective #ESG policies. We invite everyone to stay engaged with our research, publications, and events. ?

On 04 March 2025, the U.S. government sent messages to the governments of #Indonesia, #Vietnam, and #SouthAfrica that it was withdrawing from the Just Energy Transition Partnership (#JETP). IEEFA’s Grant Hauber highlights that despite the change?in leadership, the core international partners continue to support the JETP.?Its?associated low-cost, quick-to-build #renewableenergy investments continue to be the appropriate formula for the challenges faced by emerging markets and developing economies. Here are the key findings: ?? The U.S. exit from the Just Energy Transition Partnership (JETP) can be viewed as favorable for the energy transition. Given the U.S. administration’s contradictory priorities to drill for #oilgas and enhance liquefied natural gas (#LNG) sales overseas, its continued involvement may have led to delays or diversions. ?? Despite the U.S. withdrawal, critical financing and support for the JETP remains. #Germany and #Japan have partnered as co-leaders to fill the U.S.’s vacated leadership position in Indonesia’s USD20 billion JETP. ?? Shifting geopolitics and uncertain global economics highlight the need for the energy transition. Current U.S. policies contribute to market volatility, rising #fossilfuel prices, exchange rate fluctuations, and higher financing costs for fossil-fueled power investments. ?? Accelerated deployment of renewable energy can create a natural near-term hedge against global volatility by switching energy supplies to stable, non-dollar-denominated, indigenous resources.

In a new commentary, IEEFA's?Sam?Reynolds, Christopher Doleman and Trey Cowan examine?Shell’s latest Liquefied Natural Gas (#LNG) Outlook and highlight how the underlying rationale for rapid LNG demand growth masks fundamental flaws in the LNG growth proposition and financial risks for investors. ? The company assumes LNG will provide the largest share of global natural gas demand growth through 2040, disregarding that in the last 20 years, most incremental demand has been met by gas that is domestically produced, not traded. ? “Shell’s newest outlook differs from previous years by downplaying LNG’s role in the power sector and no longer emphasizing claims that LNG can displace coal in Asia.?Instead, it highlights LNG infrastructure investments and potential LNG use for transport in #India and #China.” #natgas #oilgas #energy #climatefinance

The Glasgow Financial Alliance for Net Zero (#GFANZ) has been encouraged to resume its work on #transition-informed indexes (TII) and heighten the ambition of its guidance. Comments from Alasdair Docherty (Institute for Energy Economics and Financial Analysis (IEEFA)) and Thomas Kuh, PhD (Morningstar Indexes). Read more of Emanuela (Emmy) Hawker's news story here:

?? IEEFA at the Global Steel Sustainability Europe 2025: How are Iron Ore Miners Reacting to #Steel Technology Change Simon Nicholas, IEEFA Australia’s Global Steel analyst, had the opportunity to attend the Global Steel #Sustainability Conference in Frankfurt where critical discussions took place on the future of steelmaking and its role in global decarbonisation efforts. Here are some of Simon’s key insights shared during the event ?? 1?? Steel Emission Reduction: direct reduced iron and electric arc furnace technologies are central to reducing emissions, putting pressure on iron ore miners for high-grade ore. 2?? Diverging Strategies: Iron ore miners like Fortescue are more ambitious, while BHP lags behind in adapting to new steelmaking technologies. 3?? High-Grade Ore Push: Vale, Rio Tinto, Fortescue and Anglo American are increasing high-grade iron ore production, while BHP remains focused on coal-dependent blast furnaces. 4?? BHP’s Unique Position: BHP is the only major iron ore miner also mining coal and strongly supports CCS, though its track record in this area is weak. 5?? Scope 3 Emissions Targets: BHP and Rio Tinto are facing growing pressure to set measurable Scope 3 emissions reduction targets. The conference reinforced that the #steel sector is at a crucial turning point in its transition to a more sustainable future. Green Steel Show ?? https://lnkd.in/gWvmdift Check out Simon's full presentation below ?? #IEEFA #Sustainability #SteelTransition #Decarbonisation #GreenSteel #DRI #EAF #IronOre #ClimateAction #Innovation #FrankfurtConference

According to the Institute for Energy Economics and Financial Analysis (IEEFA), there is the potential for USD 395 billion of investment into solar photovoltaic power projects in Asia-Pacific (APAC) through to 2050. The region is blessed with sunshine, while already challenged by the consequences of a rise in temperature attributed to carbon emissions, making renewable energy solutions seemingly a no-brainer. But is the picture as straightforward as that? And where does private investment fit in? In PAT Cast #26, we speak to Saji Anantakrishnan - PATRIZIA Head of Infrastructure - Australia and Asia - and James Buskowitz - the CEO of Buskowitz Group - to answer these questions. In the episode, we explore the evolving renewables landscape in APAC and which parts of the region offer the greatest opportunities for scaling up solar power. And we focus on the Philippines and PATRIZIA’s recent investment in Buskowitz Energy Inc. - a leading rooftop solar energy provider in the country - which fits into PATRIZIA’s ‘RE-Infra’ strategic growth area. Listen to the podcast by clicking on one of the links below. Apple Podcasts: https://lnkd.in/ekFzjfUh Spotify: https://lnkd.in/e_JYN4ae PATRIZIA Real Insights: https://lnkd.in/eThu4R8P #PATRIZIA #Infrastructure #Investment #Philippines #Solar #EnergyTransition #REInfra #MakinganImpact #RealAssets #RealInsights