Powering Myanmar: FDI, Geopolitics, and the Appetite for Risk

In the last article of Breaking Energy’s series on Myanmar, we take a look at the state of foreign investment. For more on the challenges facing the government and how the country uses electricity, see the first article. For details on the government’s pricing structure and demand projections, see the second article.While residents...
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Coal Supplies at Electric Power Plants Drawn Down in Cold Weather

Source: U.S. Energy Information Administration, Electricity Monthly Update, March editionThe average supply of coal held at electric power generators in December 2013 dropped below 60 days of burn (a function of both inventory levels and anticipated consumption) for the first time since summer 2011. Inventory increased slightly...
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Conjuring Profits from Uranium's Resurgence: Interview with David Sadowski

David Sadowski is a mining equity research analyst at Raymond James, and has been covering the uranium and junior precious metals spaces for the past seven years. Prior to joining the firm, David worked as a geologist in western Canada with multiple Vancouver-based junior exploration companies, focused on base and precious metals....
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Is A Super El Niño Coming That Will Shatter Extreme Weather And Global Temperature Records?

Chart of global temperature since 1950, also showing the phase of the El Niño-La Niña cycle. Via NASA.Signs are increasingly pointing to the formation of an El Niño in the next few months, possibly a very strong one. When combined with the long-term global warming trend, a strong El Niño would mean 2015 is very likely to become...
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New Geopolitics Means Arctic Oil, Mega-Projects' BAU Could be Uphill

Western oil leaders may be worrying that Russian President Vladimir Putin’s actions in the Crimea will lead to a ban on international investment in the Russian Arctic, but if it does, that would be doing US companies a favor. The prospects that such mega-investments will remain profitable over 20 years looks questionable at best,...
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Energy Efficiency Investment: Is Europe Open for Business?

So far the European Commission recent climate and energy proposals lack a 2030 target for energy efficiency. In this ManagEnergy interview Dr Steve Fawkes, author and entrepreneur, talks about how to unlock the energy efficiency value opportunity.Q: Your blog is called ‘Only Eleven Percent’? Why?A: The 11% referred to in the...
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Water-Energy Nexus Critical to Future Water Policy

On March 22 in Tokyo, UN-Water will release its World Water Development Report in conjunction with its annual World Water Day 2014 celebrations. This annual event is meant to raise awareness for water â€" indispensable for human life on earth. This year’s theme is “Water & Energy”. Despite its apparent importance,...
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Powering Myanmar: Investors Watch Closely as Government Cautiously Cuts Subsidies

In the second part of our series on Myanmar’s power sector, Breaking Energy takes a look at the pricing structure and future demand projections. Both are integral to understanding the third installment on independent power producers (IPPs) and foreign direct investment (FDI). See the first installment on challenges facing the...
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Planned Coal-Fired Power Plant Retirements Continue to Increase

Source: U.S. Energy Information Administration, company announcements since November 2013Note: One gigawatt (GW) equals one thousand megawatts (MW)The need to comply with the Environmental Protection Agency's (EPA) Mercury and Air Toxics Standards (MATS) regulations together with weak electricity demand growth and continued competition...
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The EV Wedge: How Electric Vehicle Fuel Savings Vary By Country (and Car)

Have you ever heard of the EV Wedge?No? Me neither. Let’s try to define it then.If you’d asked me to define the ‘Electric Vehicle Wedge’ a few years ago I would have chuckled a little, and suggested it was the small pile of cash you needed to afford one.  But due to falling EV prices and rising gasoline prices that...
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