IEEFA

In August 2026, the Government of Thailand released an overview of its draft Power Development Plan (PDP) 2026. The draft outlines projected electricity requirements through 2050 and four potential combinations of power capacity to meet them. Following public consultation in September, the plan is expected to be finalized by the end of 2026. While the complete PDP has yet to be released, available details indicate a notable departure from previous versions.

The conflict in West Asia has once again exposed India’s vulnerability in securing oil and gas supplies. As the world’s third-largest crude oil consumer, India imports nearly 85% of its crude, and prior to the US-Iran war, 45% of those imports transited the Strait of Hormuz. When that chokepoint closed, the consequences were immediate. A swift, multi-pronged government response helped cushion the worst immediate effects, but it also exposed how much further India needs to go.

India is home to six of the ten most polluted cities in the world, and Delhi often sits at the top of that list. The city recorded an annual average PM2.5 concentration of 101 micrograms per cubic metre, more than 20 times the WHO guideline and 2.5 times India’s own national standard. Vehicular emissions are the single largest contributor to Delhi’s winter air pollution at 23%. A different kind of crisis sharpens the urgency.

The push to build new U.S. gas-fired generation capacity is unmistakable, with utilities, developers, and even many regulators rushing to approve projects without fully considering the risks. As this report demonstrates, those risks are significant, particularly for consumers. Gas price volatility can cost consumers billions of dollars, even for relatively short-term price increases.

Un plan de reestructuración de deuda anunciado la semana pasada por New Fortress Energy (NFE), la compañía radicada en los Estados Unidos que es propietaria y operadora de la única planta de gas natural licuado (GNL) en funcionamiento en México, llevó las acciones de la compañía a mínimos históricos mientras los mercados asimilaban una serie de revelaciones devastadoras sobre el desorden financiero y operativo de la compañía.

The push to build new U.S. gas-fired generation capacity is unmistakable, with utilities, developers, and even many regulators rushing to approve projects without fully considering the risks. Following up on the Institute for Energy Economics and Financial Analysis (IEEFA)’s earlier report, The Misguided Stampede to Build Gas Power Plants, today’s briefing note looks at three utilities as they seek to meet anticipated growth in electricity demand while transitioning away from fossil fuels.

La compañía detrás de Amigo LNG, una instalación de exportación de gas natural licuado (GNL) en alta mar propuesta para el golfo de California, recientemente les informó a las entidades regulatorias mexicanas que el proyecto exportaría 5.1 millones de toneladas de GNL al año (MTPA), lo que la convertiría en el mayor proyecto flotante de GNL del mundo.

10 April 2026 To: Nicholas Craft Re: Select Committee on the Taxation of Gas Resources Dear Committee members, Thank you for the opportunity for the Institute for Energy Economics and Financial Analysis (IEEFA) to provide input to the Committee’s consideration of taxation of Australia’s gas resources. IEEFA is an independent energy finance think tank that examines issues related to energy markets, trends and policies.

The Hunter Valley Coal Network (HVCN) is the rail network that connects the coalmines of the Hunter Valley in NSW with the Port of Newcastle. The Australian Rail Track Corporation (ARTC) operates the network under a voluntary access undertaking (HVAU) between ARTC and the Australian Competition and Consumer Commission (ACCC). The undertaking defines the terms under which ARTC provides, and prices, access for the Hunter Valley coal producers (HVCP) to its rail network.