31 May 2019

Global Energy Briefing No 176: Energy Markets and Company Strategies – Deutsch/English

By |2019-06-05T19:41:09+02:00Friday, 31 May 2019|Categories: coal price, company strategies, electric vehicle sales, gas price, Global Energy Briefing, investment strategies, investment trends, Newsletter, oil price|0 Comments

Our second May newsletter Global Energy Briefing (No.176, 38pp) covers the latest trends in international fossil and renewable markets. From the sell-off in oil and gas markets to the latest EV sales numbers and investment strategies.

16 January 2019

The glass ceiling of global clean energy investment – new BNEF numbers cast doubt on market approach

By |2019-05-08T19:52:25+02:00Wednesday, 16 January 2019|Categories: China, clean energy, investment trends, pv industry, wind turbines|Tags: |0 Comments

Bloomberg (BNEF) reported today a first estimate on global investment in clean energy in 2018. It dropped 8 per cent to $332.1bn.

The good news is that falling cost of wind turbines and solar panels somehow blur the impact of this sum. In terms of sectors, only wind and solar attracted more than $10bn : 

  • Wind investment was down 3% to $128.6bn (hereof offshore +14% to $25.7bn) 
  • Solar investment was down 24% to $130.8bn (mainly due to a 53% slump in Chinese investment to $40.4bn) 

In geographical terms, the downturn was mainly due to China where investment was down 32% to $100.1 billion. That was still enough to keep the top spot, followed by the U.S. (+12%), Japan (-16%), India (-21%) and Germany (-32% to $10.5bn).

The authors expect another reduction of both costs and overall investment in 2019. This would be bad news for #wind turbine and #PV cell/module makers. 

The really disappointing news, however, is the stagnation of clean energy investment for nine years in a row, as the chart shows. Since the year 2010, […]

19 October 2018

Global Energy Briefing No 168: International Energy Markets in October (English Edition)

By |2018-11-23T14:50:05+02:00Friday, 19 October 2018|Categories: coal markets, electric vehicles, gas price, investment trends, oil price, renewables|0 Comments

The current edition of our Global Energy Briefing (No.168) reports on prices, trends and events on the international energy markets. Topics of this issue are among others:
Oil price outlook – Iranian sanctions could fizzle out, weak oil price expected. Gas prices – relaxed winter outlook in Europe and Far East, China already supplied with LNG. Coal power generation unexpectedly attractive due to cheap blends; Glencore/Tohoku agreement. Emission prices (ETS) – stabilization after profit takin. Electric cars: Steep rise in USA; stagnation in Germany. Feature: Global investments in renewables in third quarter: shrinkage of 6%, sideways trend now in seventh year.