{"query_echo":{"q":"","filters":{"analysis_type":["capacity tracking"]},"warnings":[]},"total":{"value":38,"relation":"eq"},"page":1,"page_size":20,"self":"https://climateinsightsdirectory.org/api/v1/search?analysis_type=capacity+tracking&page=1","next":"https://climateinsightsdirectory.org/api/v1/search?analysis_type=capacity+tracking&page=2","stability":"beta","ai_marking":{"digital_source_type":{"uri":"http://cv.iptc.org/newscodes/digitalsourcetype/trainedAlgorithmicMedia","name":"Created using Generative AI"},"notice":"Summary and key insights are generated using artificial intelligence."},"results":[{"id":"gem-000016","url":"https://climateinsightsdirectory.org/document/gem-000016","title":"Boom and Bust Coal 2026","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2026-05-29","source_url":"https://globalenergymonitor.org/research/boom-and-bust-coal-2026","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2025, global coal capacity additions reached 97.4 GW, the second-highest on record, primarily driven by China and India, even as global coal-fired electricity generation declined by 0.6%. The report highlights a decoupling where coal is increasingly used as system insurance rather than primary generation, as wind and solar displace coal. While China and India dominate new development, coal activity elsewhere is shrinking and becoming more isolated. However, net capacity outside China rose by 5 GW due to a slowdown in retirements and rebounds in India.","ai_generated":true,"unit":"gem-000016#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"In 2025, there was a divergence between coal capacity growth and actual use: new capacity additions rose by 3.5%, while coal-fired electricity generation fell by 0.6%. This trend was most evident in China and India, where renewable energy met most new demand, reducing coal generation despite record-high plant commissioning.","ai_generated":true,"unit":"gem-000016#insight-1","date_modified":"2026-10-23"},{"text":"Global coal plant commissioning in 2025 totaled 97.4 GW, the second-highest level since records began, surpassed only by 2015 (107.3 GW). This activity was heavily concentrated in China, which added a decade-high 78.1 GW, and India, which added 10 GW.","ai_generated":true,"unit":"gem-000016#insight-2","date_modified":"2026-10-23"},{"text":"Outside of China and India, coal commissioning was low at 9.2 GW, with Indonesia contributing over 40% (4 GW), followed by Bangladesh (1.3 GW) and South Korea (1.1 GW). South Africa completed its final 0.8 GW unit at the Kusile power station, meaning it has no further coal capacity under construction.","ai_generated":true,"unit":"gem-000016#insight-3","date_modified":"2026-10-23"},{"text":"Global coal power under development grew by 12%, increasing from 633 GW in 2024 to 710 GW in 2025. This growth is increasingly concentrated in China and India, while development in other countries is limited to a shrinking number of isolated or residual projects.","ai_generated":true,"unit":"gem-000016#insight-4","date_modified":"2026-10-23"},{"text":"Net coal power capacity outside of China increased by 5 GW in 2025, the highest increase since 2017. This was caused by a combination of India's commissioning rebound and a global slowdown in the retirement of coal plants.","ai_generated":true,"unit":"gem-000016#insight-5","date_modified":"2026-10-23"}],"climate_tags":["phase-out","electricity generation","wind power","solar energy","sustainable energy"],"geography_discussed":["People's Republic of China","India","United States","Indonesia","Bangladesh","South Korea","South Africa","Iran"],"frame_perspective":[],"analysis_type":["trend analysis","capacity tracking"]},{"id":"gem-000033","url":"https://climateinsightsdirectory.org/document/gem-000033","title":"世界の石炭火力発電所の計画追跡（2026 年5月）","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ja","date_published":"2026-05","source_url":"https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Japanese%20layout.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report highlights a growing gap in 2025 where global coal capacity increased by 3.5% despite a 0.6% decrease in generation, signaling a shift where coal serves as a backup rather than a primary power source. While China and India continue to expand capacity for energy security, the total number of countries proposing or building new coal plants fell to 32 in 2025. The document specifically contrasts the policies of South Korea, which has committed to a 2040 coal phase-out and joined the Powering Past Coal Alliance, with Japan, which maintains a large coal fleet and focuses on abatement technologies like ammonia co-firing and CCS without a binding national phase-out date.","ai_generated":true,"unit":"gem-000033#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China recorded a record high of 161.7 GW in new and restarted coal projects in 2025, with total capacity under development exceeding 500 GW, despite government pledges to reduce coal consumption during the 15th Five-Year Plan (2026–2030).","ai_generated":true,"unit":"gem-000033#insight-1","date_modified":"2026-10-23"},{"text":"India's coal pipeline expanded for the fifth consecutive year, with 107.3 GW in the planning stage and 23.5 GW under construction in 2025, although non-fossil fuel capacity exceeded half of its total capacity that year.","ai_generated":true,"unit":"gem-000033#insight-2","date_modified":"2026-10-23"},{"text":"South Korea has shifted its policy toward a 2040 coal phase-out and joined the Powering Past Coal Alliance, moving away from costly abatement technologies like ammonia co-firing.","ai_generated":true,"unit":"gem-000033#insight-3","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","renewable energy","carbon capture and storage","Cofiring","energy security","stranded asset","Nationally Determined Contributions","Carbon Border Adjustment Mechanism"],"geography_discussed":["South Korea","Indonesia","Australia","Turkey","Canada","Africa","Zimbabwe","Zambia"],"frame_perspective":[],"analysis_type":["policy analysis","capacity tracking","comparative study"]},{"id":"gem-000035","url":"https://climateinsightsdirectory.org/document/gem-000035","title":"Rastreamento global das usinas de carvão","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"pt","date_published":"2026-05","source_url":"https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Portuguese%20layout.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2025, global coal capacity grew by 3.5% while generation fell by 0.6%, as new plants in China and India are increasingly used as system insurance rather than primary generation. While the number of countries proposing new coal plants decreased to 32, political interventions in the US and EU delayed planned retirements. Latin America and the Caribbean achieved a status of 'No New Coal Plants' in 2025, though several countries, including Brazil and Chile, experienced setbacks in their decommissioning schedules.","ai_generated":true,"unit":"gem-000035#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"There is a growing gap between the construction of new coal capacity and its actual use; in 2025, global coal capacity increased by 3.5% while generation decreased by 0.6%.","ai_generated":true,"unit":"gem-000035#insight-1","date_modified":"2026-10-23"},{"text":"China and India are leading the expansion of coal capacity despite falling generation, with China's new and reactivated projects reaching a record 161.7 GW in 2025 and India proposing 27.9 GW of new or reactivated plants.","ai_generated":true,"unit":"gem-000035#insight-2","date_modified":"2026-10-23"},{"text":"The number of countries proposing or building new coal plants is declining, falling from 75 in 2014 to 32 in 2025, with only 5% of global construction occurring outside China and India.","ai_generated":true,"unit":"gem-000035#insight-3","date_modified":"2026-10-23"},{"text":"Planned coal retirements are frequently delayed due to political intervention or energy security concerns; nearly 70% of units scheduled for retirement in 2025 remained operational, including 69% in the EU and 59% in the US.","ai_generated":true,"unit":"gem-000035#insight-4","date_modified":"2026-10-23"},{"text":"Latin America and the Caribbean reached a milestone in 2025 with no new coal plants in the pipeline, following Brazil's decision to archive its last remaining proposal.","ai_generated":true,"unit":"gem-000035#insight-5","date_modified":"2026-10-23"},{"text":"Brazil exhibits contradictory coal trends: while it stopped new plant development, it extended the mandatory purchase of electricity from coal plants like Candiota 3 and the Jorge Lacerda complex until 2040 through Law 15.269/2025.","ai_generated":true,"unit":"gem-000035#insight-6","date_modified":"2026-10-23"},{"text":"Chile has decommissioned 2.4 GW of capacity between 2019 and 2025, but faces setbacks with the Andina and Hornitos units, whose retirement or conversion was pushed to May 2027.","ai_generated":true,"unit":"gem-000035#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal power","energy transition","renewable energy","solar energy","wind energy","energy security","stranded asset","climate finance"],"geography_discussed":["People's Republic of China","India","United States","European Union","Latin America and the Caribbean","Brazil","Chile","Colombia","Dominican Republic","Mexico","Argentina","Guadeloupe","Guatemala","Panama","Indonesia","Turkey","Pakistan","Bangladesh","Zimbabwe","Zambia"],"frame_perspective":[],"analysis_type":["capacity tracking","policy analysis","regional assessment"]},{"id":"gem-000038","url":"https://climateinsightsdirectory.org/document/gem-000038","title":"Küresel Kömürlü Termik Santral Takibi","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"tr","date_published":"2026-05","source_url":"https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Turkish.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2025, global coal capacity increased by 3.5% while coal-generated electricity decreased by 0.6%, reflecting a shift where coal serves as backup capacity rather than a primary source. This trend is most prominent in China and India, where record capacity additions coexist with falling production due to the rise of renewables. While the number of countries planning new coal projects fell to 32 in 2025, some nations like the US and EU delayed plant closures for energy security. In Turkey, planned coal capacity has plummeted from 57.5 GW in 2015 to 0.7 GW by 2025, though tensions remain between social demand for transition and government policies such as guaranteed purchase mechanisms for coal plants through 2030.","ai_generated":true,"unit":"gem-000038#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"There is a growing gap between coal plant capacity and actual electricity production globally; in 2025, global installed capacity rose by 3.5% while coal-generated electricity fell by 0.6%.","ai_generated":true,"unit":"gem-000038#insight-1","date_modified":"2026-10-23"},{"text":"China and India are leading the trend of adding coal capacity as backup for system security while simultaneously seeing a decline in coal-based generation as renewables meet increasing demand.","ai_generated":true,"unit":"gem-000038#insight-2","date_modified":"2026-10-23"},{"text":"China reached a historical peak in 2025 with 161.7 GW of new and reopened coal plant projects, and has over 500 GW in the planning stage, risking a 'lock-in' of coal capacity through 2030.","ai_generated":true,"unit":"gem-000038#insight-3","date_modified":"2026-10-23"},{"text":"The number of countries planning or constructing new coal plants continues to decline, dropping from 75 in 2014 to 32 in 2025, with Latin America reporting no new coal projects in 2025.","ai_generated":true,"unit":"gem-000038#insight-4","date_modified":"2026-10-23"},{"text":"Approximately 70% of coal plants scheduled for closure globally in 2025 were not closed as planned, with failure rates of 69% in the EU and 59% in the US due to energy security and federal interventions.","ai_generated":true,"unit":"gem-000038#insight-5","date_modified":"2026-10-23"},{"text":"Turkey has seen a massive reduction in planned coal capacity, falling from 57.5 GW in 2015 to 0.7 GW in 2025, leaving only one active project: the expansion of the Afşin-Elbistan A Thermal Power Plant.","ai_generated":true,"unit":"gem-000038#insight-6","date_modified":"2026-10-23"},{"text":"Despite the decline in planned projects, the Turkish government announced a guaranteed purchase mechanism for coal plants valid until 2030 in September 2025, and is considering long-term guarantees until 2045.","ai_generated":true,"unit":"gem-000038#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","renewable energy","solar energy","wind energy","energy security","stranded asset","just transition","carbon dioxide emissions","air pollution","climate target"],"geography_discussed":["People's Republic of China","India","United States","European Union","Turkey","Indonesia","South Korea","Pakistan","Bangladesh","Africa","Zimbabwe","Zambia","Australia"],"frame_perspective":[],"analysis_type":["trend analysis","policy assessment","capacity tracking"]},{"id":"gem-000015","url":"https://climateinsightsdirectory.org/document/gem-000015","title":"Prospective wind and utility-scale solar pipeline reached almost 5 TW in 2025","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2026-02-28","source_url":"https://globalenergymonitor.org/research/global-wind-and-solar-2025-g7-gap","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The global pipeline for wind and utility-scale solar projects grew by 11% in 2025, reaching 4.9 TW. While China and India lead in construction and prospective capacity, G7 nations show stagnant growth in their pipelines, creating a gap in meeting the COP28 goal to triple renewable energy capacity by 2030.","ai_generated":true,"unit":"gem-000015#summary","date_modified":"2026-08-17"},"key_insights":[{"text":"The global pipeline for announced and in-progress wind and utility-scale solar projects increased by 11% in 2025, rising from 4.4 terawatts (TW) to 4.9 TW. Utility-scale solar drove this expansion with a 17% growth to over 2.2 TW, while the wind pipeline grew by 7% to 2.7 TW.","ai_generated":true,"unit":"gem-000015#insight-1","date_modified":"2026-08-17"},{"text":"There is a significant gap between current pipelines and the COP28 commitment to triple renewable energy capacity by 2030. Even if all projects planned to start by 2030 were completed, the goal would still be short by 1 TW of wind and 1.6 TW of utility-scale solar. This is compounded by the fact that nearly 40% of planned projects are typically delayed, shelved, or cancelled.","ai_generated":true,"unit":"gem-000015#insight-2","date_modified":"2026-08-17"},{"text":"Clean power growth is heavily concentrated in emerging economies, specifically China. China's prospective wind and utility-scale solar capacity exceeds 1.5 TW, and its combined operating wind and solar capacity surpassed 1.6 TW in 2025. In contrast, the G7's pipeline has remained mostly unchanged at approximately 520 GW since 2023, accounting for only 11% of global prospective additions.","ai_generated":true,"unit":"gem-000015#insight-3","date_modified":"2026-08-17"},{"text":"Distributed solar represents about 42% of all existing and prospective solar capacity globally, but its deployment is highly concentrated. Of the nearly 900 GW of operating distributed solar across 31 countries/areas, the top ten countries represent 90% of the total, with China contributing roughly 489 GW.","ai_generated":true,"unit":"gem-000015#insight-4","date_modified":"2026-08-17"},{"text":"Construction of wind and utility-scale solar is concentrated in China and India, which together host 758 GW of projects currently under construction. China hosts 448 GW, while India has 125 GW under construction as it works toward a 2030 target of 500 GW non-fossil capacity.","ai_generated":true,"unit":"gem-000015#insight-5","date_modified":"2026-08-17"}],"climate_tags":["energy transition","solar energy","wind energy","renewable energy targets","distributed solar"],"geography_discussed":["People's Republic of China","India","United States","Brazil","Australia","Spain","Philippines","Germany","Italy","Japan","France","Taiwan","South Africa","Europe","Latin America","Asia","Africa"],"frame_perspective":[],"analysis_type":["pipeline analysis","capacity tracking","comparative regional analysis"]},{"id":"gem-000188","url":"https://climateinsightsdirectory.org/document/gem-000188","title":"Out of sight, out of control: 31 GW of captive coal is jeopardizing Indonesia's economic and emissions goals","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2026-01-27","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/EN-CREA_GEM_Indonesia-captive-coal-in-2025_3.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Indonesia is experiencing an explosive surge in captive coal power, with total operational and prospective capacity reaching nearly 31 GW. This growth is heavily concentrated in nickel hubs like Central Sulawesi and North Maluku, dwarfing the expansion of the national power grid. The report highlights significant data discrepancies in official JETP mapping and warns that regulatory loopholes in PERPRES 112/2022 allow 'national strategic projects' to bypass coal moratoriums. This trajectory is projected to cause 27,000 additional air pollution-related deaths and USD 20 billion in economic burden, while creating 'sacrifice zones' that risk Indonesia's position in global green supply chains.","ai_generated":true,"unit":"gem-000188#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Captive coal capacity in Indonesia has grown rapidly, with 4.49 GW of industrial off-grid capacity marked operational between July 2024 and July 2025, accounting for approximately 80% of all year-over-year coal additions.","ai_generated":true,"unit":"gem-000188#insight-1","date_modified":"2026-10-23"},{"text":"The total pipeline of operational and prospective captive coal projects is nearly 31 GW, which is triple the nation's 2023 captive capacity and comparable to the total coal fleet of Germany (32.3 GW).","ai_generated":true,"unit":"gem-000188#insight-2","date_modified":"2026-10-23"},{"text":"The nickel industry is the primary driver of this growth, with 15.4 GW in operation and 2.5 GW under construction as of July 2025, particularly in Central Sulawesi and North Maluku.","ai_generated":true,"unit":"gem-000188#insight-3","date_modified":"2026-10-23"},{"text":"There are significant discrepancies between independent monitoring and the JETP Captive Power Thematic Report, which the authors claim underestimates clean energy needs by omitting announced projects and relying on non-existent enforcement mechanisms.","ai_generated":true,"unit":"gem-000188#insight-4","date_modified":"2026-10-23"},{"text":"Regulatory loopholes in Presidential Regulation No. 112 Year 2022 (PERPRES 112/2022) allow coal plants dedicated to 'national strategic projects' (PSN) to bypass the coal moratorium.","ai_generated":true,"unit":"gem-000188#insight-5","date_modified":"2026-10-23"},{"text":"The continued use of captive coal is projected to result in 27,000 additional air pollution-related deaths and a cumulative economic burden of USD 20 billion if these plants are excluded from retirement targets.","ai_generated":true,"unit":"gem-000188#insight-6","date_modified":"2026-10-23"},{"text":"The creation of 'sacrifice zones' in nickel hubs has led to legal consequences, such as the December 2025 Poso District Court ruling finding nickel operators liable for unlawful environmental destruction.","ai_generated":true,"unit":"gem-000188#insight-7","date_modified":"2026-10-23"}],"climate_tags":["energy transition","Coal phase-out","air pollution","climate finance","Just Energy Transition Partnership","Cofiring","Carbon Border Adjustment Mechanism","greenhouse gas emissions reduction"],"geography_discussed":["Central Sulawesi","North Maluku","Australia","Germany","Banten","South Sumatra","South Kalimantan","South Sulawesi","East Nusa Tenggara","Riau Islands","North Kalimantan","West Java"],"frame_perspective":[],"analysis_type":["policy analysis","capacity tracking","economic impact assessment","environmental impact assessment"]},{"id":"gem-000239","url":"https://climateinsightsdirectory.org/document/gem-000239","title":"Tak terlihat, tak terkendali: Pembangkit batubara captive sebesar 31 GW mempertaruhkan target ekonomi dan pengurangan emisi Indonesia","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"id","date_published":"2026-01-27","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/ID-CREA_GEM_Indonesia-captive-coal-in-2025_3.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Indonesia is experiencing a surge in 'captive' coal-fired power plants—industrial plants not connected to the national grid—which are growing significantly faster than on-grid capacity. Driven largely by nickel smelting in Sulawesi and North Maluku, total operational and prospective captive capacity is projected to reach 31 GW, nearly tripling 2023 levels. The report highlights critical transparency gaps in government and JETP data, regulatory loopholes for National Strategic Projects (PSN), and severe long-term economic and health costs, including an estimated 27,000 additional deaths and USD 20 billion in cumulative economic burdens if these plants are not phased out.","ai_generated":true,"unit":"gem-000239#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Captive coal-fired power plant capacity is expanding rapidly, far outpacing the national grid. Between July 2024 and July 2025, captive plants accounted for over 80% of all new coal capacity additions, adding 4.49 GW. Total operational and prospective capacity is expected to reach 31 GW, which is three times the total captive capacity in 2023 and exceeds Australia's current total coal capacity of 22.8 GW.","ai_generated":true,"unit":"gem-000239#insight-1","date_modified":"2026-10-23"},{"text":"The nickel industry is the primary driver of this expansion, particularly in Central Sulawesi and North Maluku. In Central Sulawesi, captive capacity grew 2.5 times between July 2023 and July 2025 (from 2.96 GW to 7.33 GW), while North Maluku grew 3.4 times (from 1.87 GW to 6.37 GW). The nickel sector's operational capacity reached 15.4 GW by July 2025.","ai_generated":true,"unit":"gem-000239#insight-2","date_modified":"2026-10-23"},{"text":"There are significant data inconsistencies and transparency gaps regarding captive power. Global Energy Monitor identified 7.95 GW from nine announced plants and 160 MW in pre-permitting, whereas the Just Energy Transition Partnership (JETP) study provided inconsistent baselines, tabulating 4.45 GW of planned capacity but mentioning only 3.1 GW in its text.","ai_generated":true,"unit":"gem-000239#insight-3","date_modified":"2026-10-23"},{"text":"Regulatory loopholes, specifically exemptions for National Strategic Projects (PSN) in Presidential Regulation 112/2022 (PERPRES 112/2022), allow the continued expansion of coal plants despite a general moratorium. Proposed revisions to this regulation may further broaden exemptions based on system reliability and national strategic interests.","ai_generated":true,"unit":"gem-000239#insight-4","date_modified":"2026-10-23"},{"text":"The long-term economic and health costs of captive coal outweigh short-term industrial gains. Analysis indicates that while nickel center profits peak in year five, environmental costs erode these gains by year eight. Excluding captive plants from national phase-out targets is projected to cause 27,000 additional air pollution-related deaths and a cumulative economic burden of USD 20 billion.","ai_generated":true,"unit":"gem-000239#insight-5","date_modified":"2026-10-23"},{"text":"The aluminium industry is emerging as a second major driver of captive coal. Projects include the AlamTri Aluminum Smelter in North Kalimantan (1.1 GW captive plant for Phase I) and the Smelter Grade Alumina Refinery in Mempawah, for which INALUM opened a tender for a 1.2 GW captive plant in December 2025.","ai_generated":true,"unit":"gem-000239#insight-6","date_modified":"2026-10-23"}],"climate_tags":["energy transition","Coal phase-out","air pollution","decarbonization","Just Energy Transition Partnership","Cofiring","Carbon Border Adjustment Mechanism"],"geography_discussed":["Central Sulawesi","North Maluku","North Kalimantan","Riau Islands","West Java","Australia","Germany"],"frame_perspective":[],"analysis_type":["capacity tracking","policy analysis","economic impact assessment","health impact projection"]},{"id":"gem-000103","url":"https://climateinsightsdirectory.org/document/gem-000103","title":"Coal is losing ground but not letting go: Structural inertia and the struggle to shift coal’s role in China’s power system","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2025-08-25","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/CREA_GEM_China_Coal-power_H1-2025_3.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report argues that while coal's share of power generation in China has reached historic lows, institutional inertia—including capacity payments, inflexible dispatch rules, and a lack of a national retirement strategy—continues to drive high levels of new coal capacity additions. It highlights a disconnect where clean energy is growing rapidly but is often offset by the continued expansion and protection of coal assets, which are not fulfilling their intended role as flexible backups for renewables.","ai_generated":true,"unit":"gem-000103#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Coal power capacity additions remain high, with 21 GW commissioned in the first half of 2025, the highest for any first-half period since 2016. Full-year additions for 2025 are projected to exceed 80 GW.","ai_generated":true,"unit":"gem-000103#insight-1","date_modified":"2026-10-23"},{"text":"There is a significant surge in early-stage coal project activity, with new and revived proposals totaling 75 GW in the first half of 2025, the highest such figure in a decade. This suggests developers are rushing to secure approvals before the 2030 carbon peaking deadline.","ai_generated":true,"unit":"gem-000103#insight-2","date_modified":"2026-10-23"},{"text":"Clean energy is expanding rapidly, with wind and solar additions expected to exceed 500 GW in 2025. Consequently, coal's share of power generation fell to a record low of 51% in June 2025, while renewables now account for 60% of total installed capacity.","ai_generated":true,"unit":"gem-000103#insight-3","date_modified":"2026-10-23"},{"text":"Coal power is failing to act as a flexible backup for renewables because dispatch practices and capacity payments prioritize upward ramping and baseload operation over scaling down during periods of high renewable supply.","ai_generated":true,"unit":"gem-000103#insight-4","date_modified":"2026-10-23"},{"text":"China lacks a coherent national strategy for coal retirement, and actual retirements are far below targets. Only 1 GW of coal power was retired in the first half of 2025, and only 16 GW have been retired since 2021, making the 14th Five-Year Plan goal of 30 GW by the end of 2025 unlikely.","ai_generated":true,"unit":"gem-000103#insight-5","date_modified":"2026-10-23"},{"text":"Institutional mechanisms, such as long-term contracts and administrative dispatch, structurally protect coal power, often forcing renewable energy plans to be adjusted when they conflict with coal's minimum operating levels.","ai_generated":true,"unit":"gem-000103#insight-6","date_modified":"2026-10-23"}],"climate_tags":["coal power","renewable energy","wind power","solar energy","energy security","energy transition","Nationally Determined Contributions"],"geography_discussed":["Xinjiang","Inner Mongolia","Shaanxi","Jiangsu","Shandong","South Korea","India"],"frame_perspective":[],"analysis_type":["policy analysis","capacity tracking","institutional analysis"]},{"id":"gem-000023","url":"https://climateinsightsdirectory.org/document/gem-000023","title":"Boom and Bust Coal 2025","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2025-04-29","source_url":"https://globalenergymonitor.org/research/boom-and-bust-coal-2025","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2024, global coal power capacity increased by 18.8 GW, as 44.1 GW was commissioned and 25.2 GW retired. While the EU27 saw a fourfold increase in retirements and the UK completed its coal phaseout, global progress was offset by significant expansion in China and India. China commissioned 30.5 GW (70% of the global total) and saw 94.5 GW in new construction starts. India recorded its highest-ever level of new coal proposals at 38.4 GW. Conversely, coal proposals in OECD countries dropped from 142 in 2015 to five today, though retirements in these nations must triple to align with the Paris Agreement.","ai_generated":true,"unit":"gem-000023#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal power capacity rose to 2,175 GW by the end of 2024, representing an increase of 259 GW since the 2015 Paris Agreement. In 2024, 44.1 GW of capacity was commissioned and 25.2 GW was retired, resulting in a net increase of 18.8 GW.","ai_generated":true,"unit":"gem-000023#insight-1","date_modified":"2026-10-23"},{"text":"China and India are the primary drivers of global coal expansion. China commissioned 30.5 GW in 2024, accounting for 70% of the global total, and had 94.5 GW in new construction starts. India proposed 38.4 GW of new coal power in 2024, the highest annual total on record, with plans for over 90 GW by 2032.","ai_generated":true,"unit":"gem-000023#insight-2","date_modified":"2026-10-23"},{"text":"Europe is accelerating its coal exit, with the EU27 retiring 11 GW of capacity in 2024, a fourfold increase over 2023. The United Kingdom completed its coal phaseout, and Ireland and Spain are expected to finish theirs in 2025.","ai_generated":true,"unit":"gem-000023#insight-3","date_modified":"2026-10-23"},{"text":"Coal development is becoming highly concentrated; ten countries now account for 96% of coal power capacity under development, with China and India responsible for 87%. In OECD countries, the number of coal plant proposals fell from 142 in 2015 to five today.","ai_generated":true,"unit":"gem-000023#insight-4","date_modified":"2026-10-23"},{"text":"Progress has stalled or regressed in specific regions: U.S. retirements fell to 4.7 GW in 2024, the lowest level in a decade. Japan and South Korea continue to plan new plants and are promoting ammonia co-firing as an emissions reduction strategy.","ai_generated":true,"unit":"gem-000023#insight-5","date_modified":"2026-10-23"}],"climate_tags":["coal power","phase-out","Paris Agreement","energy transition","Cofiring"],"geography_discussed":["People's Republic of China","India","European Union","United Kingdom","United States","Germany","Ireland","Spain","Indonesia","Malaysia","Philippines","Vietnam","Turkey","Brazil","Honduras","Panama","Zimbabwe","Zambia","Japan","South Korea"],"frame_perspective":[],"analysis_type":["trend analysis","capacity tracking"]},{"id":"gem-000041","url":"https://climateinsightsdirectory.org/document/gem-000041","title":"Grandeur et Décadence 2025","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"fr","date_published":"2025-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-and-Bust-Coal-2025-French_3.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2024, global coal capacity saw a net increase of 18.8 GW despite the lowest number of new commissions in 20 years, driven primarily by record construction activity in China and India. While the EU27 quadrupled its retirements and the UK eliminated coal entirely, other regions like Russia, Central Asia, and Mongolia continue to expand capacity. The report highlights a stark divide between OECD countries, where projects have plummeted, and Asia, where China and India account for 92% of new projects.","ai_generated":true,"unit":"gem-000041#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The year 2024 saw the lowest amount of new coal capacity commissioned in two decades, totaling 44 GW, which is nearly 30 GW below the 2004-2024 average of 72 GW.","ai_generated":true,"unit":"gem-000041#insight-1","date_modified":"2026-10-23"},{"text":"Despite low commissions, the global coal fleet grew by 18.8 GW because the 44 GW of new capacity exceeded the 25.2 GW of retirements.","ai_generated":true,"unit":"gem-000041#insight-2","date_modified":"2026-10-23"},{"text":"China and India dominated new coal projects in 2024, together representing 92% of the global total with 107 GW out of 116 GW. China specifically reached its highest annual construction level since 2015 with 94 GW.","ai_generated":true,"unit":"gem-000041#insight-3","date_modified":"2026-10-23"},{"text":"The European Union (EU27) significantly accelerated coal phase-outs in 2024, with retirements increasing fourfold from 2.7 GW in 2023 to 11 GW in 2024, led by Germany's 6.7 GW.","ai_generated":true,"unit":"gem-000041#insight-4","date_modified":"2026-10-23"},{"text":"The United Kingdom became the sixth country to completely eliminate coal since the 2015 Paris Agreement by closing its final coal plant.","ai_generated":true,"unit":"gem-000041#insight-5","date_modified":"2026-10-23"},{"text":"In OECD countries, coal plant projects have dropped from 142 in 2015 to 5 currently, though the report notes that retirement rates must triple from 19 GW in 2024 to 70 GW annually by 2030 to meet Paris Agreement goals.","ai_generated":true,"unit":"gem-000041#insight-6","date_modified":"2026-10-23"},{"text":"While Indonesia's President Prabowo announced a total phase-out of coal power by 2040, the country continues to commit to new captive coal plants.","ai_generated":true,"unit":"gem-000041#insight-7","date_modified":"2026-10-23"},{"text":"Coal capacity in Africa is increasing in Zimbabwe and Zambia, largely through Chinese financing, despite China's 2021 pledge to stop building new coal plants abroad.","ai_generated":true,"unit":"gem-000041#insight-8","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","climate finance","Net-zero emissions","greenhouse gas emissions","Cofiring"],"geography_discussed":["European Union","People's Republic of China","India","United Kingdom","Indonesia","United States","Germany","Zimbabwe","Zambia","Brazil","Japan","South Korea","Poland","Romania","Bulgaria"],"frame_perspective":[],"analysis_type":["trend analysis","policy assessment","capacity tracking"]},{"id":"gem-000045","url":"https://climateinsightsdirectory.org/document/gem-000045","title":"Бум и Крах Угля","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ru","date_published":"2025-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-and-Bust-Coal-2025-Russian_3.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2024, global coal power reached a 20-year low in new capacity additions (44 GW), though the total global fleet still grew by 18.8 GW. While the EU27 saw a fourfold increase in decommissioned capacity and the UK closed its last coal plant, China saw record construction starts (94 GW) and India proposed record new capacity (38 GW). Russia has emerged as a leading developer of new coal projects, ranking fifth globally for development capacity, with plans focused on Siberia and the Far East to support energy demand and the domestic coal industry.","ai_generated":true,"unit":"gem-000045#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global new coal capacity additions in 2024 reached 44 GW, the lowest level in 20 years since 2004, and nearly 30 GW below the 2004-2024 annual average of 72 GW.","ai_generated":true,"unit":"gem-000045#insight-1","date_modified":"2026-10-23"},{"text":"Despite the general decline, the global coal fleet increased by 18.8 GW in 2024 because new additions (44 GW) exceeded decommissioned capacity (25.2 GW). Outside of China, the coal fleet actually shrank by 9.2 GW.","ai_generated":true,"unit":"gem-000045#insight-2","date_modified":"2026-10-23"},{"text":"China and India dominated new coal proposals in 2024, accounting for 92% of all new proposed global capacity (107 GW out of 116 GW). China specifically saw a record 94 GW of construction starts, following a surge in permits issued in 2022-2023.","ai_generated":true,"unit":"gem-000045#insight-3","date_modified":"2026-10-23"},{"text":"Russia is now a global leader in proposed coal projects, ranking fifth worldwide for development capacity. In 2024, Russia proposed 2.5 GW of new generation—the highest of any country except China and India—driven by the 'General Scheme for the Placement of Electric Power Facilities until 2042'.","ai_generated":true,"unit":"gem-000045#insight-4","date_modified":"2026-10-23"},{"text":"The EU27 experienced a fourfold increase in decommissioned coal capacity, rising from 2.7 GW to 11 GW in 2024, with Germany leading the trend (6.7 GW). The UK became the sixth country to complete a phase-out of coal generation since the 2015 Paris Agreement.","ai_generated":true,"unit":"gem-000045#insight-5","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","phase-out","Cofiring","just transition"],"geography_discussed":["People's Republic of China","India","Russia","European Union","United Kingdom","United States","Indonesia","Malaysia","Brazil","Germany","Zimbabwe","Zambia","Mongolia","Kazakhstan","Kyrgyzstan","Tajikistan","Uzbekistan","Panama"],"frame_perspective":[],"analysis_type":["trend analysis","capacity tracking"]},{"id":"gem-000046","url":"https://climateinsightsdirectory.org/document/gem-000046","title":"Yükseliş ve Çöküş 2025 Küresel Kömürlü Termik Santral Takibi","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"tr","date_published":"2025-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-and-Bust-Coal-2025-Turkish_3.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2024, global coal-fired power capacity additions reached their lowest level in 20 years at 44 GW, though net capacity still increased by 18.8 GW due to continued growth in China and India. While the EU saw a fourfold increase in retired capacity and the UK became the sixth country to fully exit coal since the Paris Agreement, China and India saw record-high numbers of new plant starts and proposals. In OECD countries, planned coal plants have dropped from 142 in 2015 to five today, with Turkey and Australia remaining among the few with active projects. Turkey specifically is noted as the only OECD country actively increasing coal-based electricity production, despite a 2053 net-zero target and the recent approval of an expansion at the Afşin-Elbistan complex.","ai_generated":true,"unit":"gem-000046#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal capacity additions in 2024 were the lowest in two decades, totaling 44 GW, which is approximately 30 GW below the 2004-2024 annual average of 72 GW.","ai_generated":true,"unit":"gem-000046#insight-1","date_modified":"2026-10-23"},{"text":"China and India dominate new coal development, accounting for 107 GW of the 116 GW of new coal plant capacity planned worldwide in 2024. China specifically saw its highest number of coal plant construction starts since 2015, with new plants totaling 94 GW.","ai_generated":true,"unit":"gem-000046#insight-2","date_modified":"2026-10-23"},{"text":"The European Union experienced a significant increase in coal retirements, with decommissioned capacity rising from 2.7 GW in 2023 to 11 GW in 2024, led by Germany with 6.7 GW. The United Kingdom became the sixth country to completely abandon coal-fired power since the Paris Agreement.","ai_generated":true,"unit":"gem-000046#insight-3","date_modified":"2026-10-23"},{"text":"Among 38 OECD member countries, the number of planned coal plants fell from 142 in 2015 to five. Turkey is identified as the only OECD country still actively increasing coal-based electricity production, as it has not retired any coal plants since 2010.","ai_generated":true,"unit":"gem-000046#insight-4","date_modified":"2026-10-23"},{"text":"In Turkey, the Ministry of Environment, Urbanization and Climate Change approved the EIA report in December 2024 for the expansion of the Afşin-Elbistan energy complex in Kahramanmaraş, which involves adding two units to be operational by 2028 and remaining in service beyond 2060.","ai_generated":true,"unit":"gem-000046#insight-5","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","carbon neutrality","renewable energy","just transition","carbon capture and storage","Cofiring"],"geography_discussed":["People's Republic of China","India","European Union","United Kingdom","United States","Indonesia","Brazil","Turkey","Australia","Japan","South Korea","Zimbabwe","Zambia","South Africa","Kahramanmaraş Province"],"frame_perspective":[],"analysis_type":["trend analysis","policy assessment","capacity tracking"]},{"id":"gem-000174","url":"https://climateinsightsdirectory.org/document/gem-000174","title":"活況と不況－石炭 2025 世界の石炭火力発電所の計画追跡","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ja","date_published":"2025-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-and-Bust-Coal-2025-Japanese_3.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2024, global new coal capacity reached its lowest level in 20 years, though total capacity still grew by 18.8 GW due to record construction starts in China and high proposal numbers in India. While OECD nations have seen planned coal plants drop from 142 in 2015 to 5 currently, Japan and South Korea are pursuing ammonia co-firing to extend coal use, a strategy the report describes as costly and inconsistent with Paris Agreement goals.","ai_generated":true,"unit":"gem-000174#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Despite the overall decline in new capacity, global coal capacity increased by a net 18.8 GW in 2024 because new commissions (44 GW) exceeded retirements (25.2 GW). This growth was driven by China and India, who together accounted for 92% of new global coal construction plans in 2024 (107 GW out of 116 GW).","ai_generated":true,"unit":"gem-000174#insight-1","date_modified":"2026-10-23"},{"text":"Japan and South Korea are promoting ammonia co-firing to extend the life of coal plants, despite high costs and low emission reduction potential. South Korea plans to introduce 20% ammonia co-firing in over half of its 41 GW coal fleet by 2030, while Japan aims for 100% ammonia combustion by 2050. The report notes that for a project to be considered a reduction, 90% or more emission cuts are required, which 20% co-firing cannot achieve.","ai_generated":true,"unit":"gem-000174#insight-2","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Cofiring","Paris Agreement","decarbonization","climate finance","just transition","Green ammonia"],"geography_discussed":["Japan","South Korea","European Union","United States","Zimbabwe","Zambia"],"frame_perspective":[],"analysis_type":["trend analysis","policy assessment","capacity tracking"]},{"id":"gem-000160","url":"https://climateinsightsdirectory.org/document/gem-000160","title":"Cop-Out: Azerbaijan, Caucasus and Central Asia Building Three Times Much Fossil [than] Wind and [Solar]","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-11-29","source_url":"https://globalenergymonitor.org/research/cop-out-azerbaijan-caucasus-and-central-asia-building-three-times-much-fossil-wind-and","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds a significant gap between renewable energy targets and actual projects in development across the Caucasus and Central Asia (CCA) region. While six CCA countries have targets totaling 43 GW of renewable additions by 2030–2040, only 30 GW are in development, leaving a 13 GW deficit. Fossil fuel expansion remains dominant, with more than three times as much fossil capacity under construction (11.8 GW of oil and gas plus coal) as wind and utility-scale solar (3.5 GW). Azerbaijan, the COP29 host, is highlighted for limited ambition, with no wind or solar projects in development beyond 2027, calling into question its commitment to a 30% renewable share by 2030.","ai_generated":true,"unit":"gem-000160#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"There is a 13 GW deficit in renewable capacity additions across six Caucasus and Central Asia (CCA) countries compared to their 2030–2040 targets, which total 43 GW. Only 30 GW of renewable capacity is currently in development.","ai_generated":true,"unit":"gem-000160#insight-1","date_modified":"2026-10-23"},{"text":"Fossil fuel capacity is being built at a much faster rate than wind and solar in the CCA region; the 3.5 GW of wind and utility-scale solar under construction is less than a third of the capacity being built for coal, oil, or gas.","ai_generated":true,"unit":"gem-000160#insight-2","date_modified":"2026-10-23"},{"text":"Oil and gas capacity leads the regional buildout with 24 GW in development, half of which is already under construction. In contrast, coal expansion is slower, with only 195 MW under construction in Kazakhstan to replace retiring units, though 7.9 GW of coal capacity remains in development across four countries.","ai_generated":true,"unit":"gem-000160#insight-3","date_modified":"2026-10-23"},{"text":"Azerbaijan's renewable energy pipeline is insufficient to support long-term growth, with no wind or utility-scale solar projects in development beyond 2027. This suggests the country may only just meet its 30% renewable capacity target by 2030, which represents only a ~10% increase over legacy hydropower.","ai_generated":true,"unit":"gem-000160#insight-4","date_modified":"2026-10-23"},{"text":"Non-fossil capacity in development (48.3 GW) is 50% greater than fossil projects (31.9 GW), but it is progressing slower; only 17% of non-fossil projects are in the construction phase compared to 34% for fossil projects. Much of the non-fossil construction is tied to large hydropower projects in Tajikistan and Kyrgyzstan that will not be fully operational until 2033 or later.","ai_generated":true,"unit":"gem-000160#insight-5","date_modified":"2026-10-23"},{"text":"Foreign ownership is dominant in the region's renewable transition, with firms from the Middle East and China accounting for 80% of wind and utility-scale solar capacity in development.","ai_generated":true,"unit":"gem-000160#insight-6","date_modified":"2026-10-23"}],"climate_tags":["wind power","solar energy","hydropower","coal power","nuclear power","Nationally Determined Contributions","energy transition","carbon neutrality","distributed solar photovoltaics","community engagement","climate finance"],"geography_discussed":["Azerbaijan","Kazakhstan","Uzbekistan","Turkmenistan","Kyrgyzstan","Tajikistan","Armenia","Georgia"],"frame_perspective":[],"analysis_type":["policy assessment","infrastructure analysis","capacity tracking"]},{"id":"gem-000189","url":"https://climateinsightsdirectory.org/document/gem-000189","title":"Indonesia's captive coal on the uptick","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-11-08","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/EN-CREA_GEM_Indonesia-Captive_2024_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that Indonesia's captive coal capacity tripled between 2019 and 2024, reaching 15.2 GW, with projections to hit 26.2 GW by 2026. This growth is primarily driven by the nickel, aluminium, and iron and steel industries. The authors argue that this trend contradicts Indonesia's climate goals and will cause significant public health burdens, including an estimated 27,000 additional deaths if captive plants are excluded from a 2040 coal phase-out. While some companies are adopting solar and hydro, the report emphasizes that renewable energy solutions are now cost-competitive with coal.","ai_generated":true,"unit":"gem-000189#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Indonesia's captive coal power capacity grew significantly from 5.7 GW in 2019 to 15.2 GW as of July 2024, and is projected to reach 26.2 GW once all currently proposed and under-construction units are operational.","ai_generated":true,"unit":"gem-000189#insight-1","date_modified":"2026-10-23"},{"text":"Between July 2023 and 2024, Indonesia's total coal power generation increased by 15% (7.2 GW), with captive power accounting for 4.5 GW of that increase, nearly double the addition for the national grid.","ai_generated":true,"unit":"gem-000189#insight-2","date_modified":"2026-10-23"},{"text":"The nickel processing industry is the primary driver of captive coal use, with 76% of the 15.3 GW of operating captive capacity routed to nickel processing.","ai_generated":true,"unit":"gem-000189#insight-3","date_modified":"2026-10-23"},{"text":"Failure to include captive coal-fired power plant retirement in a nationwide 2040 phase-out target is estimated to result in 27,000 additional deaths and USD 20 billion in economic costs from cumulative health impacts.","ai_generated":true,"unit":"gem-000189#insight-4","date_modified":"2026-10-23"},{"text":"Air pollution from coal-based smelters and associated captive plants in the nickel industry is projected to cause 5,000 deaths and USD 3.42 billion in economic burden by 2030 under current growth trajectories.","ai_generated":true,"unit":"gem-000189#insight-5","date_modified":"2026-10-23"},{"text":"Solar-storage solutions are becoming cost-competitive with coal in Indonesia; by 2025, with preferential financing, they are projected to be USD 0.01 cents per kWh cheaper than coal, with the gap widening to over USD 0.03 cents per kWh in the next decade.","ai_generated":true,"unit":"gem-000189#insight-6","date_modified":"2026-10-23"},{"text":"The Indonesian government's revised National Energy Policy (RPP KEN) is criticized by civil society for lowering renewables share targets for 2025 to 17-19% from the previous 23% and implying a heavier reliance on coal until 2050.","ai_generated":true,"unit":"gem-000189#insight-7","date_modified":"2026-10-23"},{"text":"Indonesia's nickel industry is more emissions-intensive than other producers; its greenhouse gas emissions per tonne of nickel are 22% higher than the global average.","ai_generated":true,"unit":"gem-000189#insight-8","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","iron and steel industry","Industrial decarbonization","renewable energy","hydropower","greenhouse gas emissions","air pollution","public health","Just Energy Transition Partnership","energy transition","Nationally Determined Contributions","environmental, social and corporate governance"],"geography_discussed":["Central Sulawesi","North Maluku","Riau","North Kalimantan","Poland","Vietnam","Australia","People's Republic of China"],"frame_perspective":[],"analysis_type":["capacity tracking","health impact assessment","policy analysis","economic comparison"]},{"id":"gem-000222","url":"https://climateinsightsdirectory.org/document/gem-000222","title":"Pedal to the Metal","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-07","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-Pedal-to-the-Metal-2024-steel-iron-report_35.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The 2024 Global Steel Plant Tracker and Global Blast Furnace Tracker data show a growing momentum toward electric arc furnace (EAF) steelmaking, with 49% of capacity under development using this route. However, significant carbon lock-in risks persist as 308 mtpa of new coal-based blast furnace capacity is under development, primarily in Asia. India has surpassed China as the top overall steel developer, though China remains the largest operator of emissions-intensive capacity. While direct reduced iron (DRI) capacity is increasing, its climate impact depends on the transition to green hydrogen reducing agents, as much current capacity relies on methane or coal.","ai_generated":true,"unit":"gem-000222#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Electric arc furnace (EAF) steelmaking is seeing record growth in development plans, with 49% of capacity under development in the GSPT set to use EAF, compared to 43% in 2023 and 33% in 2022. This trend suggests the IEA's net zero aligned goal of 37% EAF by 2030 is increasingly attainable, with the global fleet projected to reach over 36% EAF by 2030.","ai_generated":true,"unit":"gem-000222#insight-1","date_modified":"2026-10-23"},{"text":"Despite high announcement rates for EAF, actual construction lags; less than 14% of potential EAF capacity has reached the construction phase, and nearly 46% of projects that have begun construction are still based on basic oxygen furnaces (BOF).","ai_generated":true,"unit":"gem-000222#insight-2","date_modified":"2026-10-23"},{"text":"India has become the world's leading developer of steelmaking capacity with 258 mtpa in the pipeline, surpassing China. A significant portion of this development is emissions-intensive, with 177 mtpa of India's pipeline being BOF-based.","ai_generated":true,"unit":"gem-000222#insight-3","date_modified":"2026-10-23"},{"text":"There is a persistent risk of carbon lock-in, with 308 mtpa of new coal-based blast furnace (BF) ironmaking capacity under development globally across sixteen countries. This development is heavily concentrated in the Asia Pacific region, which accounts for 96% of new BF capacity.","ai_generated":true,"unit":"gem-000222#insight-4","date_modified":"2026-10-23"},{"text":"Direct reduced iron (DRI) is gaining ground, making up 36% of developing global ironmaking capacity with a known route, compared to only 9% of operating capacity. However, for DRI to meet net zero goals, it must transition to green hydrogen reducing agents, as current capacity in the Middle East is often methane-based and India uses many coal-based rotary kilns.","ai_generated":true,"unit":"gem-000222#insight-5","date_modified":"2026-10-23"},{"text":"The industry is trending toward larger blast furnaces, with the average size of furnaces under development (1,900 m3) exceeding those currently operating (1,750 m3) and those being retired (840 m3).","ai_generated":true,"unit":"gem-000222#insight-6","date_modified":"2026-10-23"},{"text":"New coal-based BF-BOF developments create a significant stranded asset risk, estimated between 267 billion USD and 400 billion USD. India and China face the highest risks due to their large volumes of new BF-BOF capacity.","ai_generated":true,"unit":"gem-000222#insight-7","date_modified":"2026-10-23"},{"text":"The United States possesses the oldest operating blast furnace fleet globally, with an average age of 73 years, while China has the youngest at twelve years.","ai_generated":true,"unit":"gem-000222#insight-8","date_modified":"2026-10-23"}],"climate_tags":["decarbonization","green hydrogen","Carbon lock-in","stranded asset","climate target"],"geography_discussed":["People's Republic of China","India","Japan","United States","Russia","South Korea","Germany","Turkey","Brazil","Iran","Asia Pacific"],"frame_perspective":[],"analysis_type":["capacity tracking","technology assessment","risk analysis"]},{"id":"gem-000006","url":"https://climateinsightsdirectory.org/document/gem-000006","title":"Boom and Bust Coal 2024","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-04-29","source_url":"https://globalenergymonitor.org/research/boom-and-bust-coal-2024","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Global operating coal capacity increased by 48.4 GW in 2023, reaching a total of 2,130 GW, primarily driven by a surge of new plants in China. While construction starts hit record lows outside of China, China's new construction starts reached an eight-year high of 70.2 GW. Despite a growing number of countries committing to 'No New Coal', 75% of global operating coal capacity still lacks a specific closure commitment, hindering alignment with the Paris Agreement goals.","ai_generated":true,"unit":"gem-000006#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global operating coal capacity rose by 2% in 2023, with 69.5 GW commissioned and 21.1 GW retired, resulting in a net increase of 48.4 GW and a total global capacity of 2,130 GW. This represents the highest net increase in operating coal capacity since 2016.","ai_generated":true,"unit":"gem-000006#insight-1","date_modified":"2026-10-23"},{"text":"China is the primary driver of coal expansion; its 70.2 GW of new construction starts in 2023 is 19 times higher than the 3.7 GW started by the rest of the world. China's construction starts hit an eight-year high, while starts outside China hit a record annual low since 2015.","ai_generated":true,"unit":"gem-000006#insight-2","date_modified":"2026-10-23"},{"text":"Coal retirements in 2023 were the lowest in over a decade. The U.S. retired 9.7 GW (nearly half of the global total), down from 14.7 GW the previous year. European Union member states and the U.K. accounted for roughly a quarter of retirements, led by the U.K. (3.1 GW), Italy (0.6 GW), and Poland (0.5 GW).","ai_generated":true,"unit":"gem-000006#insight-3","date_modified":"2026-10-23"},{"text":"There is a significant gap in phaseout commitments: 75% (1,626 GW) of global operating coal capacity lacks a closure commitment. Only 15% (317 GW) of operating capacity has a commitment to retire in alignment with goals to limit warming to 1.5°C.","ai_generated":true,"unit":"gem-000006#insight-4","date_modified":"2026-10-23"},{"text":"While 101 countries have formally committed to 'No New Coal' or abandoned coal plans, global capacity has risen 11% since the 2015 Paris Agreement because new plant commissions have outpaced closures.","ai_generated":true,"unit":"gem-000006#insight-5","date_modified":"2026-10-23"}],"climate_tags":["phase-out","Paris Agreement","Net-zero emissions","greenhouse gas emissions"],"geography_discussed":["People's Republic of China","United States","European Union","India","Indonesia","United Kingdom","Italy","Poland","Vietnam","Japan","Bangladesh","Pakistan","South Korea","Greece","Zimbabwe","Laos","Nigeria","Russia","Australia","Turkey","Kazakhstan","Austria","Belgium","Sweden","Portugal","Peru","United Arab Emirates","Slovakia"],"frame_perspective":[],"analysis_type":["trend analysis","capacity tracking"]},{"id":"gem-000057","url":"https://climateinsightsdirectory.org/document/gem-000057","title":"繁荣与衰落","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"zh","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Chinese_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The 2024 'Boom and Bust' report finds that while many countries are reducing coal capacity, global operational capacity grew by 2% in 2023 to 2,130 GW, driven largely by China. China's new coal construction reached an eight-year high, contradicting its 2021 pledge to strictly control new projects. Globally, only 15% of operational coal capacity is committed to retirement aligned with the 1.5°C goal. While construction outside China hit a nine-year low, new planning in India, Kazakhstan, and Indonesia remains a challenge, and captive coal plants are emerging as a persistent loophole.","ai_generated":true,"unit":"gem-000057#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global operational coal capacity increased by 2% in 2023, reaching 2,130 GW, with two-thirds of this growth coming from China. This follows a trend where global operational capacity has grown by 11% since the 2015 Paris Agreement.","ai_generated":true,"unit":"gem-000057#insight-1","date_modified":"2026-10-23"},{"text":"China's coal power expansion is accelerating despite official pledges. New coal project construction in China reached its highest level in eight years, and the total capacity of approved projects in 2022 and 2023 was four times the total approved between 2016 and 2020.","ai_generated":true,"unit":"gem-000057#insight-2","date_modified":"2026-10-23"},{"text":"While new construction outside China hit a nine-year low, new planning persists. In 2023, new planned capacity totaled 20.9 GW, primarily in India (11.4 GW), Kazakhstan (4.6 GW), and Indonesia (2.5 GW). Captive coal plants, which serve specific industrial activities like chrome smelting in Zimbabwe or nickel smelting in Indonesia, are identified as a remaining stronghold for coal planning.","ai_generated":true,"unit":"gem-000057#insight-3","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","Coal phase-out","climate finance","carbon capture and storage"],"geography_discussed":["United States","European Union","United Kingdom","Kazakhstan","Zimbabwe","Brazil"],"frame_perspective":[],"analysis_type":["capacity tracking","policy assessment"]},{"id":"gem-000059","url":"https://climateinsightsdirectory.org/document/gem-000059","title":"Melacak Rangkaian Proyek Baru Pembangkit Listrik Batu Bara Global","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"id","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Indonesian_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that global coal capacity reached a record high in 2023, totaling 2,130 GW, driven largely by China. While new construction starts reached a nine-year low outside China, they hit an eight-year high within China. Only 15% of global operating coal capacity has retirement commitments aligned with the 1.5°C Paris Agreement goal. In Indonesia, the transition is hindered by the rapid growth of 'captive' coal plants for nickel smelting, a reduction in renewable energy targets, and a financial taxonomy that classifies captive coal as 'transition' activities.","ai_generated":true,"unit":"gem-000059#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal-fired power capacity increased by 48.4 GW (2%) in 2023 to a total of 2,130 GW, with China accounting for two-thirds of this growth.","ai_generated":true,"unit":"gem-000059#insight-1","date_modified":"2026-10-23"},{"text":"There is a stark contrast in new construction trends: starts reached their lowest annual level since 2015 outside China, while in China, they reached an eight-year high, marking the fourth consecutive year of increases.","ai_generated":true,"unit":"gem-000059#insight-2","date_modified":"2026-10-23"},{"text":"Only 15% (317 GW) of current global operating coal capacity has retirement commitments consistent with the Paris Agreement's 1.5°C warming limit. To phase out operating plants by 2040, an average of 126 GW must be closed annually.","ai_generated":true,"unit":"gem-000059#insight-3","date_modified":"2026-10-23"},{"text":"In 2023, new coal proposals outside China were led by India (11.4 GW), Kazakhstan (4.6 GW), and Indonesia (2.5 GW). India's new proposals were the highest since 2016.","ai_generated":true,"unit":"gem-000059#insight-4","date_modified":"2026-10-23"},{"text":"Indonesia's energy transition is compromised by the rise of 'captive' coal plants for industrial use, particularly nickel smelting. Captive coal capacity in Indonesia was ten times higher at the end of 2023 than in 2013, and 27.5% of its operating coal plants are captive.","ai_generated":true,"unit":"gem-000059#insight-5","date_modified":"2026-10-23"},{"text":"Indonesia's Just Energy Transition Partnership (JETP) has been criticized because grants represent less than 1% of the commitment value, and the target for early coal plant retirement was reduced from 5.5 GW to 1.7 GW in November 2023.","ai_generated":true,"unit":"gem-000059#insight-6","date_modified":"2026-10-23"},{"text":"The Indonesian Financial Services Authority (OJK) updated its financial taxonomy to categorize captive coal power plants as 'transition' activities, which the report describes as a step backward.","ai_generated":true,"unit":"gem-000059#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","renewable energy","climate finance","Just Energy Transition Partnership","carbon capture and storage"],"geography_discussed":["People's Republic of China","India","Indonesia","United States","European Union","United Kingdom","Kazakhstan","Zimbabwe","Japan","Brazil","Central Asia"],"frame_perspective":[],"analysis_type":["capacity tracking","policy assessment","financial analysis"]},{"id":"gem-000065","url":"https://climateinsightsdirectory.org/document/gem-000065","title":"KÜRESEL KÖMÜRLÜ TERMIK SANTRAL TAKIBI","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"tr","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Turkish_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Global coal-fired power capacity reached a record 2,130 GW in 2023, driven largely by China, despite a general global trend toward reducing new coal construction. While the EU and UK are accelerating retirements, China's new construction capacity reached an eight-year high. Turkey continues to develop coal capacity, ranking eighth globally in capacity under development, despite significant local opposition and the cancellation of numerous projects.","ai_generated":true,"unit":"gem-000065#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal-fired power capacity reached its highest level in history in 2023, totaling 2,130 GW after a 2% (48.4 GW) increase.","ai_generated":true,"unit":"gem-000065#insight-1","date_modified":"2026-10-23"},{"text":"China's coal plant construction trends diverge sharply from the rest of the world; while non-Chinese countries saw the lowest level of new construction since 2015, China's new capacity reached its highest level in eight years in 2023.","ai_generated":true,"unit":"gem-000065#insight-2","date_modified":"2026-10-23"},{"text":"Only 15% (317 GW) of the global operating coal capacity has retirement commitments aligned with the Paris Agreement's 1.5°C goal. To reach zero coal capacity by 2040, an average of 126 GW must be retired annually over the next 17 years.","ai_generated":true,"unit":"gem-000065#insight-3","date_modified":"2026-10-23"},{"text":"Turkey ranks eighth globally for coal capacity under development (4.8 GW) and remains the highest in this category among OECD countries and neighbors in Eastern Europe and Western Asia, despite not starting new construction in 2023.","ai_generated":true,"unit":"gem-000065#insight-4","date_modified":"2026-10-23"},{"text":"In the EU and UK, coal-fired electricity generation fell by 26% in 2023, and for the first time, renewable energy accounted for more than 40% of total electricity production in the EU.","ai_generated":true,"unit":"gem-000065#insight-5","date_modified":"2026-10-23"},{"text":"The G20 countries control the vast majority of coal infrastructure, holding 92% of operating capacity (1,968 GW) and 88% of pre-construction capacity (336 GW).","ai_generated":true,"unit":"gem-000065#insight-6","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","renewable energy","decarbonization","climate finance","just transition","carbon capture and storage"],"geography_discussed":["People's Republic of China","India","European Union","United Kingdom","United States","Turkey","Indonesia","Zimbabwe","Kazakhstan","Brazil","Ireland","Spain","Slovakia","Germany","Greece","Poland"],"frame_perspective":[],"analysis_type":["capacity tracking","policy assessment","trend analysis"]}]}