The Chilean government is proposing a change in its electricity pricing system which was originally intended to incentivize small renewable generators (<9 MW) to build country’s distributed generation infrastructure capacity, and which has attracted billions of … Read More
Emission reductions vs. emission removals – which is more urgent?
Should asset owners and policy makers prioritize investments in infrastructure that reduce emissions (i.e., what goes into the atmosphere) vs. that remove carbon (remove what is in the atmosphere) to accelerate our progress towards net … Read More
Mexican pension funds provide an exit to Iberdrola
This is a landmark public private infrastructure investment partnership in Mexico that brings local pension funds to be the owners of power generation infrastructure, and provides a transaction exit to Iberdrola, a template that can … Read More
Should polluters be incentivized to repurpose or retire their fossil assets?
Interesting perspective on retiring fossil plants makes solid economic sense by giving incentives to owners of such assets via blended finance structures. “The approach of incentivising decarbonisation with subsidies has already proved effective in western … Read More
Ethanol vs oil – which emits less carbon?
Do ethanol plants produce more carbon emissions than oil refineries per gallon of fuel capacity? The answer is yes as per a Reuters analysis which would suggest that the federal policy for blending ethanol into … Read More
Energy storage and coal/gas retirements in the US
EEEIG’s Anadi Jauhari will be participating in a panel discussion on the topic – “Can storage fill the fossil retirement gap?” at the Solar & Storage Finance Summit (Oct 6-8) with representatives from Stanford, Malta … Read More
Carbon- and cost-parity of EV’s – the cross-over points come with implications for energy and mobility infra
Electrification of the transport sector is one of the major economic transformations we expect to see expect to see in the next 30 years to meet societal net-zero goals. Internal combustion engine (ICE) based vehicles … Read More
Re-pricing renewable equity and debt returns – “Sunny” optimism vs “normal” distributions
As sources of carbon-free electricity, wind and solar generation assets are critical to achieving long-term net-zero objectives. Conversion of “sunshine,” “wind” or other renewable resources via new technologies into electrons that compete and trade with … Read More
Do “paired” solar plants and batteries create economic value?
The answer to this question is – it depends and not always. This has implications for over 200 GW plus batteries and over 460 GW plus solar in interconnection queues (vs. 1117 GW in existing … Read More
2021 US Energy Storage Summit – Accelerating investment and deployment of energy storage
Declining capital and operating costs associated with new emerging battery technologies and their improving technical and safety performance, combined with supportive regulatory market design and financial incentives, are creating hybrid business models which combine renewables … Read More