IEEFA North America

As communities across the United States grapple with the buildout of massive power generation and petrochemical projects, water availability concerns are becoming a top tier issue. Water is already a scarce resource in many areas where these projects are being proposed, and the outlook is only for more supply problems going forward. Join our analysts Dennis Wamsted and Anika Juhn as they discuss #nuclear and #CCS projects in water-strapped Texas, what this means for the communities where these projects are proposed, and the broader national implications. The webinar will be recorded. Register here: https://hubs.li/Q04sH1N80

As Canada expands its LNG export ambitions, the global market is moving in the opposite direction. A wave of new LNG supply is set to enter the market just as demand growth slows, increasing the risk of prolonged oversupply, lower prices and weaker project returns. These market fundamentals raise important questions about the long-term viability of new Canadian LNG investments. In a recent presentation, our analysts examined: ▪️How Middle East developments are influencing global LNG markets ▪️Why Asian LNG demand may not grow as expected ▪️What expanding global supply could mean for Canadian LNG projects ▪️What these trends could mean for Canada's LNG sector and investors Explore their slides: https://hubs.li/Q04s7D_M0 #Canada #LNG #LNGexports #NaturalGas 

As utilities plan for growing electricity demand, the conversation shouldn't focus only on adding new generation—it should focus on delivering the lowest-cost, most reliable power for consumers. One example comes from Dominion Energy. Even this very much pro-gas utility has pointed to the consumer savings expected from its offshore wind facility in Virginia, reflecting avoided fuel costs that would otherwise be associated with gas-fired generation. This reinforces a broader finding from our recent report: renewable energy paired with battery storage can provide scalable, reliable capacity while reducing exposure to volatile fuel costs and limiting long-term costs for ratepayers. As utilities weigh investments in new gas plants, it's critical to compare all available options based on economics—not assumptions. Read the report by Dennis Wamsted: https://hubs.li/Q04r1wN20

What happens when a state's long-standing source of revenue begins to disappear? In Pennsylvania, the decline of the fossil fuel industry isn't just reshaping the energy landscape—it's creating growing fiscal challenges for state and local governments. One of our recent reports explores how shrinking fossil fuel revenues are leaving budget gaps and what that could mean for long-term economic resilience. The conversation about Pennsylvania's energy future isn't only about how energy is produced—it's also about how communities remain financially strong for decades to come. Read the report: https://hubs.li/Q04s7rgk0 #Pennsylvania #FossilFuels #EnergyFinance #EnergyTransition 

En cifras: Un reajuste de las políticas podría expandir significativamente la generación de energía eólica y solar en México El sistema eléctrico de México ha dependido en gran medida de los combustibles fósiles durante los últimos 25 años. Sin embargo, una combinación de cambios recientes en las políticas y rápidos avances en energía solar, energía eólica y almacenamiento de energía en baterías gestionables podría acelerar un cambio significativo en la matriz de generación de energía del país.  En la última edición de nuestro boletín trimestral "En cifras", ya disponible, Seth Feaster analiza qué podría significar esto para México y por qué la experiencia de los estados estadounidenses a lo largo de la frontera norte de México ofrece información valiosa sobre la rapidez con la que pueden producirse los cambios. Lea el boletín completo: https://hubs.li/Q04s2tVN0 Regístrese para recibir ediciones futuras en su bandeja de entrada  https://hubs.li/Q04s2ss10 (https://hubs.li/Q04s2vbl0)

📈By the Numbers: Policy reset could significantly expand wind and solar generation in Mexico Mexico's electricity system has relied heavily on fossil fuels for the past 25 years. But a combination of recent policy changes and rapid advances in solar, wind and dispatchable battery storage could accelerate a significant shift in the country's power generation mix. In the latest edition of our quarterly By the Numbers newsletter, out now, Seth Feaster examines what this could mean for Mexico—and why the experience of U.S. states along Mexico's northern border offers valuable insight into how quickly change can happen. Read the full newsletter: https://hubs.li/Q04s1-fC0 Sign up to receive future editions in your inbox  https://hubs.li/Q04s22-60 #Mexico #Electricity #FossilFuels #Renewables #EnergyTransition

The global LNG market is shifting—and Canada’s LNG sector is facing new risks. If you missed our webinar on Tuesday, July 28, the recording is now available. 🎥 Watch the recording to learn: ▪️How Middle East developments are influencing global LNG markets ▪️Why Asian LNG demand may not grow as expected ▪️What expanding global supply could mean for Canadian LNG projects ▪️The risks these trends pose for investors and policymakers Watch the recording and join the conversation about the future of Canada's LNG sector: https://hubs.li/Q04r55Rj0 #Canada #EnergyMarkets #EnergyTransition #EnergyInvestment #EnergyFinance 

133,000 megawatts (MW) of new gas-fired capacity is currently being proposed in the U.S. But most of these new projects will not be ready for years and will cost three times as much as they would have in the early 2020s. Gas plants coming online now, or more likely in 2030 or later due to the lengthy wait times for new turbines, would have years left in their operating life if they are closed by 2050. (a common end date for many state clean energy plans). The unrecovered construction costs from those plants, which would total billions of dollars, almost certainly would be recovered from utility ratepayers. Report by IEEFA's Dennis Wamsted: https://hubs.li/Q04r1mJz0 #energytransition #naturalgas #gaqsprices #energyfinance

Follow us on Bluesky! While we remain active on LinkedIn and X for now, we recognize that much of our audience and network have made the move to Bluesky. If you'd prefer to keep up with IEEFA North America on Bluesky, please follow us there: https://hubs.li/Q04pH7kR0

In late June, Air Products cancelled its massive blue hydrogen/blue ammonia Louisiana Clean Energy Complex. The decision is a huge win for taxpayers, who could have been on the hook for billions of dollars in subsidies, as well as Louisiana communities, which would have borne the environmental cost of such a facility. The cancellation highlights the uncertain financial prospects of the many announced U.S. projects that rely on carbon capture and storage (CCS). To be viable, these projects now need four things: 1️⃣Cheap natural gas, 2️⃣Generous production-side subsidies such as 45Q, 3️⃣Firm long-term offtake contracts for most of the production output, and 4️⃣Demand-side incentives (e.g., Japan's contracts for difference scheme or the European Union’s carbon border adjustment mechanism) or laws requiring use of "low- carbon" products. The cancellation highlights the uncertain financial prospects of the many announced U.S. projects that rely on carbon capture and storage (CCS) Our latest insights by Anika Juhn: https://hubs.li/Q04r1nVv0