{"query_echo":{"q":"","filters":{"organization":["Global Energy Monitor"]},"warnings":[]},"total":{"value":256,"relation":"eq"},"page":1,"page_size":20,"self":"https://climateinsightsdirectory.org/api/v1/search?organization=global-energy-monitor&page=1","next":"https://climateinsightsdirectory.org/api/v1/search?organization=global-energy-monitor&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-000101","url":"https://climateinsightsdirectory.org/document/gem-000101","title":"La expansión del GNL socava los objetivos de la transición energética","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"es","date_published":"2026-06-11","source_url":"https://globalenergymonitor.org/sites/default/files/2026-06/Colombia%27s%20planned%20gas%20glut%20brief%20-%20Spanish.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Colombia is planning LNG import capacity that could exceed double its projected 2030 gas demand, potentially creating stranded assets and hindering its energy transition. While the country faces a domestic gas deficit and energy security risks from El Niño and geopolitical tensions, the report argues that current and planned projects—such as the SPEC LNG expansion and the Puerto Bahía or Coveñas terminals—could satisfy demand without the need for the full suite of nine planned initiatives. The document emphasizes that prioritizing flexible, temporary LNG capacity while shifting investment toward renewables and energy efficiency would align with Colombia's international climate leadership and its roadmap to reduce fossil fuel dependence by 90% by 2050.","ai_generated":true,"unit":"gem-000101#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Colombia's planned LNG import capacity for 2030 is approximately 2,500 million cubic feet per day (MMcf/d), which is more than double the total gas demand projected by the government for that year.","ai_generated":true,"unit":"gem-000101#insight-1","date_modified":"2026-10-23"},{"text":"The Unidad de Planeación Minero Energética (UPME) estimates that normal gas demand will be around 1,000 MMcf/d by 2030, with a projected supply deficit increasing from 200 MMcf/d to 500 MMcf/d by the same date.","ai_generated":true,"unit":"gem-000101#insight-2","date_modified":"2026-10-23"},{"text":"Existing and advanced projects could meet nearly all of Colombia's 2030 demand; the SPEC LNG terminal in Cartagena already provides 425 MMcf/d and will expand by 58 MMcf/d by 2027, while the Puerto Bahía and Coveñas FSRU projects aim to supply 400 MMpc/d by 2029 and 2030 respectively.","ai_generated":true,"unit":"gem-000101#insight-3","date_modified":"2026-10-23"},{"text":"Industrial gas consumption in Colombia fell by 28% in the first four months of 2026, with users switching to liquefied petroleum gas (GLP), coal, sugarcane bagasse, and fuel oil due to local shortages and high LNG prices.","ai_generated":true,"unit":"gem-000101#insight-4","date_modified":"2026-10-23"},{"text":"Colombia has a roadmap to reduce its fossil fuel dependence and emissions by 90% by 2050 through energy efficiency, renewable generation with storage, and electrification.","ai_generated":true,"unit":"gem-000101#insight-5","date_modified":"2026-10-23"}],"climate_tags":["liquefied natural gas","energy transition","renewable energy","energy security","stranded asset","energy efficiency","electrification","fossil-fuel phase-out","energy storage","methane"],"geography_discussed":["Cartagena","Iran"],"frame_perspective":[],"analysis_type":["policy assessment","infrastructure analysis"]},{"id":"gem-000111","url":"https://climateinsightsdirectory.org/document/gem-000111","title":"LNG buildout undermines energy transition goals","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"policy brief","language":"en","date_published":"2026-06-11","source_url":"https://globalenergymonitor.org/sites/default/files/2026-06/GEM%20Colombia%27s%20planned%20gas%20glut%20brief-June-2026.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Colombia is planning at least nine major LNG import terminal projects and expansions between 2026 and 2030, which would create a capacity of approximately 2,500 million cubic feet per day (MMcf/d). This figure is more than double the government's projected gas demand of 1,000 MMcf/d for 2030. The report warns that such an overbuild could lead to stranded assets, lock the country into long-term fossil fuel contracts, and divert resources from renewables and energy efficiency. While the country faces a domestic gas deficit and energy security challenges exacerbated by El Niño and geopolitical tensions, the document suggests that near-term needs could be met without overbuilding infrastructure, aligning instead with a roadmap to reduce fossil fuel dependence and emissions by 90% by 2050.","ai_generated":true,"unit":"gem-000111#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Colombia's planned LNG import capacity for 2030 is projected to be around 2,500 MMcf/d, which is more than twice the government's projected gas demand of 1,000 MMcf/d for the same year.","ai_generated":true,"unit":"gem-000111#insight-1","date_modified":"2026-10-23"},{"text":"At least nine major LNG import terminal projects and expansions are planned to start operations between 2026 and 2030, though only two are currently under construction and none have reached Final Investment Decision (FID).","ai_generated":true,"unit":"gem-000111#insight-2","date_modified":"2026-10-23"},{"text":"The existing SPEC LNG terminal in Cartagena provides 425 MMcf/d and is expected to increase by 58 MMcf/d by 2027, meaning it alone could provide nearly half of the country's total gas demand by that time.","ai_generated":true,"unit":"gem-000111#insight-3","date_modified":"2026-10-23"},{"text":"Industrial gas consumption in Colombia fell by 28% in the first four months of 2026, with 50% of that demand shifting to liquefied petroleum gas (LPG) and 20% to coal.","ai_generated":true,"unit":"gem-000111#insight-4","date_modified":"2026-10-23"},{"text":"A roadmap from the First International Conference on Transitioning Away from Fossil Fuels indicates Colombia could reduce emissions and fossil fuel dependence by 90% by 2050.","ai_generated":true,"unit":"gem-000111#insight-5","date_modified":"2026-10-23"}],"climate_tags":["liquefied natural gas","energy transition","phase-out","renewable energy","energy efficiency","electrification","stranded asset","energy security","hydropower","coal","hydraulic fracturing"],"geography_discussed":["Cartagena","Iran"],"frame_perspective":[],"analysis_type":["policy brief"]},{"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-000166","url":"https://climateinsightsdirectory.org/document/gem-000166","title":"Pedal to the Metal","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/pedal-metal-2026","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that the global iron and steel industry is facing a 'lock-in' crisis due to continued investment in coal-based blast furnace capacity, particularly in India and China. While electric arc furnace (EAF) capacity is increasing, green hydrogen-based direct reduced iron (DRI) remains a critical bottleneck, with only 2% of operating DRI capacity using green hydrogen. India is currently the primary driver of global steelmaking development, accounting for 42% of developing capacity, much of which is coal-based. China maintains the largest operating capacity, but 94% of its blast furnace capacity lacks a retirement plan. The report warns that relining existing blast furnaces locks in emissions for 15–20 years, threatening global climate goals as the sector accounts for 11% of global CO2 emissions.","ai_generated":true,"unit":"gem-000166#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The global iron and steel industry is experiencing a 'lock-in' of carbon emissions through the relining of 80 mtpa of existing blast furnace (BF) capacity, which typically signals an operational lifespan of 15–20 years.","ai_generated":true,"unit":"gem-000166#insight-1","date_modified":"2026-10-23"},{"text":"India has become the leading driver of global steelmaking development, representing 42% (357 mtpa) of all developing capacity and 62% of all basic oxygen furnace (BOF) capacity currently in development worldwide.","ai_generated":true,"unit":"gem-000166#insight-2","date_modified":"2026-10-23"},{"text":"China is the global leader in operating capacity, but the transition is hindered by legacy assets; approximately 94% of its blast furnace capacity does not have a retirement plan.","ai_generated":true,"unit":"gem-000166#insight-3","date_modified":"2026-10-23"},{"text":"Despite the importance of green hydrogen for decarbonization, it remains a major bottleneck, with only 2% (4 mtpa) of operating DRI capacity using green hydrogen as a primary reductant.","ai_generated":true,"unit":"gem-000166#insight-4","date_modified":"2026-10-23"},{"text":"Electric arc furnace (EAF) capacity is growing, increasing its share of global operating capacity by 1% in the last year to 34%, and now represents 71% of projects that have broken ground.","ai_generated":true,"unit":"gem-000166#insight-5","date_modified":"2026-10-23"}],"climate_tags":["iron and steel industry","decarbonization","coal","green hydrogen","carbon dioxide emissions"],"geography_discussed":["India","People's Republic of China","Australia","Brazil"],"frame_perspective":[],"analysis_type":["sectoral analysis","asset-level tracking"]},{"id":"gem-000030","url":"https://climateinsightsdirectory.org/document/gem-000030","title":"追踪全球燃煤电厂发展","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"zh","date_published":"2026-05","source_url":"https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Chinese%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 coal plants increasingly serve as 'system insurance' rather than primary power sources. This trend is most prominent in China and India, where record-high new capacity is being offset by the rapid expansion of wind and solar energy. While the number of countries proposing new coal plants decreased from 38 in 2024 to 32 in 2025, significant expansion continues in China and India, which together account for 95% of global coal capacity under construction. In the US and EU, energy security concerns and government interventions have delayed planned retirements of coal units.","ai_generated":true,"unit":"gem-000030#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China experienced record-breaking coal development in 2025, with 78 GW of new capacity commissioned (a ten-year high) and 161.7 GW of new or restarted projects proposed. Total capacity under development has exceeded 500 GW, despite a 1.2% drop in annual coal generation to 5,757 TWh.","ai_generated":true,"unit":"gem-000030#insight-1","date_modified":"2026-10-23"},{"text":"India's coal capacity grew by 3.8% in 2025, with 27.9 GW of new or restarted projects proposed and a government goal to add 100 GW of capacity over the next seven years. However, coal generation in India fell by 2.9% as non-fossil fuel capacity exceeded half of total installed capacity.","ai_generated":true,"unit":"gem-000030#insight-2","date_modified":"2026-10-23"},{"text":"Coal development is becoming geographically concentrated; only 32 countries proposed or built new coal plants in 2025, down from 38 in 2024 and 75 in 2014. Only 5% of global coal capacity under construction is located outside of China and India.","ai_generated":true,"unit":"gem-000030#insight-3","date_modified":"2026-10-23"},{"text":"Indonesia's coal capacity grew by 7% in 2025, with 25% of that growth linked to captive coal power for nickel and aluminum processing. Indonesia ranks third globally for proposed coal capacity at 11 GW.","ai_generated":true,"unit":"gem-000030#insight-4","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","renewable energy","wind power","solar energy","energy security","stranded asset"],"geography_discussed":["People's Republic of China","India","United States","European Union","South Korea","Japan","Turkey","Canada","Pakistan","Bangladesh","Southeast Asia","Latin America","Africa","Ukraine","Zimbabwe","Zambia"],"frame_perspective":[],"analysis_type":["statistical analysis","policy assessment","geographic trend analysis"]},{"id":"gem-000031","url":"https://climateinsightsdirectory.org/document/gem-000031","title":"Surveillance du portefeuille mondial des centrales de production électrique au charbon","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"fr","date_published":"2026-05","source_url":"https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_French%20layout.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 production fell by 0.6%, as new plants are increasingly built for backup reliability rather than primary generation. This trend is most prominent in China and India, where renewables are meeting most new demand. While the number of countries developing coal projects fell to 32, political interventions in the US and energy security concerns in the EU have delayed planned closures. The EU continues a terminal decline in coal, with solar and wind producing more energy than all fossil fuels combined for the first time in 2025.","ai_generated":true,"unit":"gem-000031#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"There is a widening divergence between the addition of coal capacity and its actual use; in 2025, global capacity grew by 3.5% while production decreased by 0.6%.","ai_generated":true,"unit":"gem-000031#insight-1","date_modified":"2026-10-23"},{"text":"China and India are the primary drivers of new capacity, with 95% of all global coal capacity under construction located in these two countries. In China, new projects and reactivations reached a record 161.7 GW in 2025.","ai_generated":true,"unit":"gem-000031#insight-2","date_modified":"2026-10-23"},{"text":"Coal capacity is increasingly being maintained as a backup or 'dépannage' source for grid stability and energy security rather than for daily production, particularly in China, India, and the US.","ai_generated":true,"unit":"gem-000031#insight-3","date_modified":"2026-10-23"},{"text":"The geographic footprint of coal development is shrinking, with the number of countries proposing or building new plants dropping from 75 in 2014 to 32 in 2025. Latin America reached a status of having no new coal proposals in 2025.","ai_generated":true,"unit":"gem-000031#insight-4","date_modified":"2026-10-23"},{"text":"Planned coal plant closures are frequently delayed; nearly 70% of units scheduled for retirement in 2025 remained in service, including 69% in the EU and 59% in the US.","ai_generated":true,"unit":"gem-000031#insight-5","date_modified":"2026-10-23"},{"text":"The European Union is experiencing a terminal decline in coal, with coal's share of total electricity production falling to 9.2% in 2025 from 24.6% in 2015. In 2025, solar and wind energy production in the EU exceeded that of all fossil fuels for the first time.","ai_generated":true,"unit":"gem-000031#insight-6","date_modified":"2026-10-23"},{"text":"The United States was the only major economy to increase coal production in 2025, attributed to policy changes that hindered clean energy deployment.","ai_generated":true,"unit":"gem-000031#insight-7","date_modified":"2026-10-23"},{"text":"Indonesia's coal fleet grew by 7% in 2025, with a significant portion of the increase dedicated to 'captive' coal for nickel and aluminum processing.","ai_generated":true,"unit":"gem-000031#insight-8","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","renewable energy","solar energy","wind energy","energy security","stranded asset","decarbonization","carbon credit"],"geography_discussed":["People's Republic of China","India","European Union","United States","Indonesia","Latin America","South Korea","Turkey","Africa","Ireland","Spain","Italy","Greece","Germany","Poland","Bulgaria","Croatia","Denmark"],"frame_perspective":[],"analysis_type":["portfolio monitoring","capacity vs production analysis","policy impact assessment"]},{"id":"gem-000032","url":"https://climateinsightsdirectory.org/document/gem-000032","title":"Melacak Jalur Pembangkit Listrik Batu Bara Global","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"id","date_published":"2026-05","source_url":"https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Indonesian%20layout.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 production fell by 0.6%, as coal is increasingly used as 'system insurance' rather than a primary energy source. This trend is most prominent in China and India, where renewables are meeting new demand despite record coal plant commissioning. Globally, the number of countries proposing new coal plants dropped to 32. In Indonesia, coal expansion continues through 'captive' plants for nickel and aluminium industries, reaching 20 GW, while national energy plans (RUKN and RUPTL) are criticized for maintaining fossil fuel dependency and lacking a clear phase-out roadmap despite official net-zero commitments.","ai_generated":true,"unit":"gem-000032#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"In 2025, there was a widening divergence between the growth of global coal capacity and actual electricity generation; while capacity rose by 3.5%, production decreased by 0.6%.","ai_generated":true,"unit":"gem-000032#insight-1","date_modified":"2026-10-23"},{"text":"China and India are the primary drivers of new coal capacity, using it as 'system insurance' for reliability while wind and solar meet most new demand. China saw record new or reactivated capacity of 161.7 GW in 2025, with over 500 GW total in development.","ai_generated":true,"unit":"gem-000032#insight-2","date_modified":"2026-10-23"},{"text":"The number of countries pursuing new coal power plants is declining, falling from 75 in 2014 to 32 in 2025. Latin America reached a 'No New Coal' status in 2025, and South Korea committed to a coal phase-out by 2040.","ai_generated":true,"unit":"gem-000032#insight-3","date_modified":"2026-10-23"},{"text":"Indonesia's coal expansion is dominated by 'captive' power plants for the nickel and aluminium industries, which reached 20 GW in 2025, with 17 GW specifically linked to these minerals in Central Sulawesi and North Maluku.","ai_generated":true,"unit":"gem-000032#insight-4","date_modified":"2026-10-23"},{"text":"Indonesian energy planning exhibits significant contradictions: while the government has announced a 2060 Net Zero target and a 2040 coal closure goal, the RUPTL 2025-2034 still plans 6.4 GW of short-term on-grid coal investment and 3.1 GW of long-term capacity.","ai_generated":true,"unit":"gem-000032#insight-5","date_modified":"2026-10-23"},{"text":"The planned early retirement of the Cirebon-1 power plant was cancelled in early 2026 due to its technical lifespan and the fiscal rigidity of 'take-or-pay' power purchase agreements (PPA).","ai_generated":true,"unit":"gem-000032#insight-6","date_modified":"2026-10-23"},{"text":"Pollution from the 20 most toxic coal plants in Indonesia is projected to cause approximately 156,000 premature deaths between 2026 and the end of their operations, with economic and health costs estimated at US$ 109 billion.","ai_generated":true,"unit":"gem-000032#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","renewable energy","solar energy","wind energy","Carbon lock-in","stranded asset","carbon neutrality","Just Energy Transition Partnership","power purchase agreement","air pollution","decarbonization"],"geography_discussed":["People's Republic of China","India","United States","European Union","South Korea","Japan","Australia","Turkey","Canada","Pakistan","Bangladesh","Southeast Asia","Russia","Central Asia","Latin America","Africa","Western Balkans","Ukraine","Central Sulawesi","North Maluku","Batam","Java","Zimbabwe","Zambia"],"frame_perspective":[],"analysis_type":["trend analysis","policy assessment","environmental impact assessment"]},{"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-000034","url":"https://climateinsightsdirectory.org/document/gem-000034","title":"전 세계 석탄발전소 추이 조사","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ko","date_published":"2026-05","source_url":"https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Korean%20layout.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2025, global coal power capacity increased by 3.5% while generation fell by 0.6%, reflecting a trend where coal plants act as 'system insurance' rather than primary power sources. This gap is most prominent in China and India, where record-high completions coexist with falling generation due to rapid wind and solar expansion. While the number of countries proposing new coal projects decreased from 38 in 2024 to 32 in 2025, and Latin America reached a state of no new proposals, some regions like the US and EU delayed planned closures due to energy security and political intervention. South Korea has committed to a 2040 coal phase-out, contrasting with Japan's more gradual approach focused on ammonia co-firing and efficiency improvements.","ai_generated":true,"unit":"gem-000034#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"In 2025, there was a widening gap between coal capacity and actual usage: global coal power capacity rose by 3.5%, while generation decreased by 0.6%.","ai_generated":true,"unit":"gem-000034#insight-1","date_modified":"2026-10-23"},{"text":"China and India saw the largest decreases in coal generation despite high completion rates; China's capacity grew by 6% while generation fell 1.2%, and India's capacity grew 3.8% while generation fell 2.9%.","ai_generated":true,"unit":"gem-000034#insight-2","date_modified":"2026-10-23"},{"text":"China recorded a historic high of 161.7GW in new and resumed coal projects in 2025, with over 500GW of total capacity currently under development.","ai_generated":true,"unit":"gem-000034#insight-3","date_modified":"2026-10-23"},{"text":"India proposed 27.9GW of new or resumed coal plants in 2025 and aims to add 100GW of new capacity over the next seven years, even as non-fossil capacity exceeded half of its total installed capacity in 2025.","ai_generated":true,"unit":"gem-000034#insight-4","date_modified":"2026-10-23"},{"text":"Approximately 70% of coal plants scheduled for closure in 2025 remained operational, including 69% of planned closures in the EU and 59% in the US.","ai_generated":true,"unit":"gem-000034#insight-5","date_modified":"2026-10-23"},{"text":"The number of countries proposing or constructing new coal plants fell from 38 in 2024 to 32 in 2025; Latin America reached a status of having no new coal plant proposals in 2025.","ai_generated":true,"unit":"gem-000034#insight-6","date_modified":"2026-10-23"},{"text":"South Korea committed to a phase-out of coal power by 2040, noting that about half of its 42GW operating capacity has closure plans before 2040.","ai_generated":true,"unit":"gem-000034#insight-7","date_modified":"2026-10-23"},{"text":"Japan continues to operate one of the largest coal fleets in the OECD (53GW) without a binding national phase-out schedule, focusing instead on ammonia co-firing and carbon capture and storage (CCS).","ai_generated":true,"unit":"gem-000034#insight-8","date_modified":"2026-10-23"}],"climate_tags":["coal power","renewable energy","wind power","solar energy","energy security","carbon capture and storage","Cofiring","phase-out","stranded asset"],"geography_discussed":["People's Republic of China","India","United States","European Union","South Korea","Japan","Indonesia","Turkey","Pakistan","Bangladesh","Southeast Asia","Africa","Zimbabwe","Zambia","Latin America","Western Balkans","Ukraine","Australia","Canada"],"frame_perspective":[],"analysis_type":["trend analysis","policy assessment"]},{"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-000036","url":"https://climateinsightsdirectory.org/document/gem-000036","title":"Отслеживание глобального портфеля угольных электростанций","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ru","date_published":"2026-05","source_url":"https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Russian%20layout.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 generation fell by 0.6%, reflecting a trend where coal plants are increasingly used as backup reserves rather than primary energy sources. This divergence is most acute in China and India, where record capacity additions coexist with falling generation due to the rise of wind and solar power. While the number of countries proposing new coal projects declined from 38 to 32, political interventions in the US and EU delayed planned retirements. Regionally, Latin America reported no new projects, while Russia and Kazakhstan continue to integrate coal into their long-term energy security strategies despite international financing constraints and sanctions.","ai_generated":true,"unit":"gem-000036#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"There is a widening gap between coal capacity and generation; in 2025, global installed capacity rose by 3.5% while generation decreased by 0.6%.","ai_generated":true,"unit":"gem-000036#insight-1","date_modified":"2026-10-23"},{"text":"China and India saw the sharpest drops in coal generation despite record capacity additions, as renewables met most of the demand growth. China added 161.7 GW of new and refurbished projects in 2025, while India announced 27.9 GW of new projects.","ai_generated":true,"unit":"gem-000036#insight-2","date_modified":"2026-10-23"},{"text":"The number of countries proposing or building new coal plants is shrinking, falling from 75 in 2014 to 32 in 2025. Only 5% of global coal construction now occurs outside of China and India.","ai_generated":true,"unit":"gem-000036#insight-3","date_modified":"2026-10-23"},{"text":"Planned coal plant retirements are frequently delayed; nearly 70% of units scheduled for decommissioning in 2025 remained operational, including 69% in the EU and 59% in the US.","ai_generated":true,"unit":"gem-000036#insight-4","date_modified":"2026-10-23"},{"text":"Russia's coal sector is under stress due to sanctions, high transport costs, and falling global demand, leading to a sharp drop in new proposals to just 65 MW in 2025. However, the government plans to increase coal production to 662 million metric tons by 2050 to support internal consumption in Siberia and the Far East.","ai_generated":true,"unit":"gem-000036#insight-5","date_modified":"2026-10-23"},{"text":"Kazakhstan is pursuing a strategy of expanding coal capacity for energy security while aiming for carbon neutrality by 2060. The government plans to invest over $17 billion in coal expansion by 2030, including 7.6 GW of capacity across six new plants.","ai_generated":true,"unit":"gem-000036#insight-6","date_modified":"2026-10-23"},{"text":"Mongolia experienced the highest number of coal project cancellations globally in 2025, accounting for 24% of all world cancellations, primarily due to the collapse of the 5.28 GW Shivee-Ovoo export project.","ai_generated":true,"unit":"gem-000036#insight-7","date_modified":"2026-10-23"},{"text":"In Central Asia, most coal projects in Kyrgyzstan, Tajikistan, and Uzbekistan have been frozen due to a lack of financing, particularly following China's 2021 pledge to stop funding new coal plants abroad.","ai_generated":true,"unit":"gem-000036#insight-8","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","renewable energy","wind power","solar energy","carbon neutrality","energy security","climate finance"],"geography_discussed":["People's Republic of China","India","United States","European Union","Indonesia","Turkey","Latin America","South Korea","Russia","Kazakhstan","Mongolia","Kyrgyzstan","Tajikistan","Uzbekistan","Africa","Zimbabwe","Zambia","Pakistan","Bangladesh"],"frame_perspective":[],"analysis_type":["portfolio tracking","regional assessment","policy analysis"]},{"id":"gem-000037","url":"https://climateinsightsdirectory.org/document/gem-000037","title":"Monitoreo de la generación eléctrica mundial en base a carbón (Mayo 2026)","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"es","date_published":"2026-05","source_url":"https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Spanish%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%, reflecting a trend where coal is increasingly used as system 'insurance' rather than a primary energy source. While Latin America achieved a 'No New Coal' status in 2025, several countries in the region, including Brazil and Chile, experienced delays or reversals in planned plant retirements. China and India continue to lead global capacity expansions, accounting for 95% of all coal capacity under construction worldwide.","ai_generated":true,"unit":"gem-000037#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"There is a widening gap between the construction of 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-000037#insight-1","date_modified":"2026-10-23"},{"text":"China and India are the primary drivers of global coal expansion, with only 5% of the world's coal capacity under construction located outside these two countries.","ai_generated":true,"unit":"gem-000037#insight-2","date_modified":"2026-10-23"},{"text":"China's coal projects reached a record high of 161.7 GW in 2025, with over 500 GW of total capacity currently in development.","ai_generated":true,"unit":"gem-000037#insight-3","date_modified":"2026-10-23"},{"text":"India has a goal to add 100 GW of new coal capacity over the next seven years, despite non-fossil capacity representing more than half of its total installed energy capacity in 2025.","ai_generated":true,"unit":"gem-000037#insight-4","date_modified":"2026-10-23"},{"text":"Global coal retirements are frequently delayed; nearly 70% of coal units scheduled for retirement in 2025 remained in operation, including 69% in the EU and 59% in the United States.","ai_generated":true,"unit":"gem-000037#insight-5","date_modified":"2026-10-23"},{"text":"Latin America and the Caribbean reached 'No New Coal' status in 2025 after Brazil abandoned its last proposed coal plant, though the region faces inconsistent retirement trajectories.","ai_generated":true,"unit":"gem-000037#insight-6","date_modified":"2026-10-23"},{"text":"In Brazil, political interventions have extended the life of coal plants; Law 15.269/2025 extended mandatory electricity purchases from coal plants, including Candiota 3, until 2040.","ai_generated":true,"unit":"gem-000037#insight-7","date_modified":"2026-10-23"},{"text":"Chile retired 2.4 GW of coal capacity between 2019 and 2025, but the revised National Decarbonization Plan from October 2025 shows some units may remain until 2040.","ai_generated":true,"unit":"gem-000037#insight-8","date_modified":"2026-10-23"}],"climate_tags":["energy transition","renewable energy","solar energy","wind energy","decarbonization","stranded asset","energy security","climate finance","just transition","environmental regulation"],"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","South Korea"],"frame_perspective":[],"analysis_type":["trend analysis","policy assessment","geographic comparison"]},{"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-000039","url":"https://climateinsightsdirectory.org/document/gem-000039","title":"Відстеження глобального портфеля вугільних електростанцій","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"uk","date_published":"2026-05","source_url":"https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Ukrainian%20layout.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 generation fell by 0.6%, driven largely by record additions in China and India. These countries are building coal plants for system reliability and energy security, even as renewables displace coal's role in meeting demand. The report notes a geographic narrowing of coal expansion, with only 32 countries proposing or building new plants, and highlights the specific challenges facing Ukraine's energy recovery following Russian attacks on its infrastructure.","ai_generated":true,"unit":"gem-000039#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"There is a growing gap between the installation of coal capacity and its actual use; in 2025, global coal capacity rose by 3.5% while generation decreased by 0.6%. Coal is increasingly viewed as \"system insurance\" for critical moments rather than a primary source of daily generation.","ai_generated":true,"unit":"gem-000039#insight-1","date_modified":"2026-10-23"},{"text":"China and India are the primary drivers of coal expansion. China added a record 161.7 GW of new and unfrozen projects in 2025 and has over 500 GW in development. India added 27.9 GW of new or revived plants in 2025 and aims to add 100 GW over the next seven years, despite non-fossil capacity exceeding half of its total installed capacity.","ai_generated":true,"unit":"gem-000039#insight-2","date_modified":"2026-10-23"},{"text":"The global coal portfolio is narrowing geographically. Only 32 countries proposed or built new coal plants in 2025, down from 38 in 2024 and 75 in 2014. Latin America reached a status of having no new coal plant proposals, and South Korea committed to phasing out coal power by 2040.","ai_generated":true,"unit":"gem-000039#insight-3","date_modified":"2026-10-23"},{"text":"Many planned coal plant retirements in 2025 were not executed, with 69% of planned closures in the EU and 59% in the US delayed. In the EU, delays were linked to the 2022–2023 energy crisis, while in the US, they were caused by government intervention to keep aging plants operational.","ai_generated":true,"unit":"gem-000039#insight-4","date_modified":"2026-10-23"},{"text":"In Ukraine, Russian attacks have severely damaged energy infrastructure, leaving an estimated 15.7 GW of coal capacity mothballed or damaged. There is a debate regarding the recovery of these plants; critics argue that restoring old coal blocks would contradict EU environmental norms and increase vulnerability to military attacks, suggesting a shift toward decentralized, flexible energy solutions instead.","ai_generated":true,"unit":"gem-000039#insight-5","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy security","renewable energy","energy transition","carbon dioxide emissions","distributed generation"],"geography_discussed":["People's Republic of China","India","United States","European Union","Ukraine","Indonesia","South Korea","Japan","Australia","Turkey","Canada","Pakistan","Bangladesh","Southeast Asia","Russia","Central Asia","Latin America","Africa","Western Balkans","Zimbabwe","Zambia"],"frame_perspective":[],"analysis_type":["global assessment","policy analysis","infrastructure tracking"]},{"id":"gem-000157","url":"https://climateinsightsdirectory.org/document/gem-000157","title":"Pedal to the Metal 2026","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2026-05","source_url":"https://globalenergymonitor.org/sites/default/files/2026-05/Pedal%20to%20the%20Metal%202026.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The global iron and steel industry faces a 'coal lock-in crisis' as blast furnace (BF) capacity continues to expand despite decarbonization targets. While electric arc furnace (EAF) and direct reduced iron (DRI) capacities are growing, the transition is slowed by massive legacy assets in China and aggressive new coal-based developments in India. Green hydrogen remains a critical but underutilized bottleneck, with only 2% of operating DRI capacity using it as a primary reductant. The report highlights a significant gap between announced net-zero goals and actual industrial investment, particularly regarding the relining of existing blast furnaces.","ai_generated":true,"unit":"gem-000157#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global blast furnace (BF) capacity is projected to increase despite decarbonization goals, with 319 mtpa under development. Net additions are projected at 73 mtpa by 2030 and 88 mtpa by 2035.","ai_generated":true,"unit":"gem-000157#insight-1","date_modified":"2026-10-23"},{"text":"Electric arc furnace (EAF) capacity is increasing its share of the global operating fleet, rising from 31% in 2022 to 34% (727 mtpa) in 2026. EAFs now represent 50% of all developing steel capacity.","ai_generated":true,"unit":"gem-000157#insight-2","date_modified":"2026-10-23"},{"text":"India is the primary driver of new coal-based capacity, developing over 60% of upcoming BF-BOF capacity globally. Approximately 93% of India's developing ironmaking capacity will use coal-based technology, though only 5% has broken ground.","ai_generated":true,"unit":"gem-000157#insight-3","date_modified":"2026-10-23"},{"text":"China's transition is constrained by its massive legacy fleet; 94% of its blast furnace capacity has no retirement plan. While China's EAF share of developing capacity (39%) is higher than its existing share (17%), the overall impact is limited by the scale of its operating fleet.","ai_generated":true,"unit":"gem-000157#insight-4","date_modified":"2026-10-23"},{"text":"Direct reduced iron (DRI) capacity is expanding rapidly and could grow by 141% if all developments proceed, reaching 296 mtpa by 2035. However, 83% of operating DRIs with known reductants still use gas and 17% use coal.","ai_generated":true,"unit":"gem-000157#insight-5","date_modified":"2026-10-23"},{"text":"Green hydrogen is a major bottleneck for decarbonization; only 2% (4 mtpa) of operating DRI capacity uses green hydrogen as a primary reductant, although 19% of planned capacity with a known reductant intends to use hydrogen upon startup.","ai_generated":true,"unit":"gem-000157#insight-6","date_modified":"2026-10-23"},{"text":"The relining of existing blast furnaces is a significant 'lock-in' signal, with 80 mtpa of capacity having planned or ongoing relining, indicating an intention to operate these coal-based units long-term.","ai_generated":true,"unit":"gem-000157#insight-7","date_modified":"2026-10-23"},{"text":"Induction furnaces (IFs) may have higher emissions profiles than EAFs because they rely more heavily on sponge iron from coal-based rotary kilns; IF production uses 73% sponge iron compared to 21% for EAFs.","ai_generated":true,"unit":"gem-000157#insight-8","date_modified":"2026-10-23"},{"text":"The United States has the world's oldest blast furnace fleet, with an average age of 80 years in 2026. Recent policy shifts under the Trump administration have led to the cancellation of hydrogen-based modernization projects, such as those by Cleveland-Cliffs.","ai_generated":true,"unit":"gem-000157#insight-9","date_modified":"2026-10-23"}],"climate_tags":["green hydrogen","carbon capture and storage","Carbon Border Adjustment Mechanism","Net-zero emissions"],"geography_discussed":["People's Republic of China","India","Russia","South Korea","Turkey","Iran","Germany","Brazil","Australia","European Union"],"frame_perspective":[],"analysis_type":["capacity assessment","technology trend analysis","policy review","emissions intensity analysis"]},{"id":"gem-000167","url":"https://climateinsightsdirectory.org/document/gem-000167","title":"Longer Leads, Increasing Complexity in Oil and Gas Field Development","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"research paper","language":"en","date_published":"2026-03-29","source_url":"https://globalenergymonitor.org/research/longer-leads-increasing-complexity-oil-and-gas-field-development","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Analysis of the Global Oil and Gas Extraction Tracker (GOGET) reveals that oil and gas fields now take significantly longer to come online than in the 1960–1980 period, with 2025 startups averaging 15.1 years. This increase is driven by the depletion of easily accessible fields, forcing companies to target technically challenging 'hard-to-recover' reserves, such as ultra-high pressure '20K technology' fields in the U.S. Gulf of Mexico and remote Arctic projects in Russia. Additional delays stem from reservoir compositions (e.g., sour gas), ecological risks in protected areas, and more stringent environmental regulations, such as the UK's 2025 guidance on scope three emissions. The report argues that these long lead times increase the risk of creating stranded assets and locking in production that contradicts global climate targets to limit warming to 1.5°C.","ai_generated":true,"unit":"gem-000167#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The time required for oil and gas fields to begin production has increased dramatically, with 2025 startups averaging 15.1 years from discovery, compared to an average of 4.9 years during the 1960–1980 period.","ai_generated":true,"unit":"gem-000167#insight-1","date_modified":"2026-10-23"},{"text":"Increasing technical complexity is a primary driver of longer lead times, as companies move toward 'hard-to-recover' reserves, including ultra-deepwater, remote locations, and ultra-high pressure reservoirs.","ai_generated":true,"unit":"gem-000167#insight-2","date_modified":"2026-10-23"},{"text":"Reservoir composition and ecological sensitivities further delay projects; sour gas reservoirs present health and equipment risks, while projects in protected areas face biodiversity concerns and civil society opposition.","ai_generated":true,"unit":"gem-000167#insight-3","date_modified":"2026-10-23"},{"text":"Regulatory environments are becoming more stringent, specifically regarding environmental impact assessments, which can extend permitting periods and lead to legal challenges.","ai_generated":true,"unit":"gem-000167#insight-4","date_modified":"2026-10-23"},{"text":"Infrastructure scarcity in frontier basins like Cyprus and Namibia slows development, whereas established regions like Guyana have seen faster turnarounds due to rapid project deployment.","ai_generated":true,"unit":"gem-000167#insight-5","date_modified":"2026-10-23"},{"text":"The long development timelines create a high risk of 'stranded assets' and lock in fossil fuel production that is incompatible with the 1.5°C warming limit.","ai_generated":true,"unit":"gem-000167#insight-6","date_modified":"2026-10-23"}],"climate_tags":["stranded asset","Scope 3","biodiversity loss","climate finance","energy transition"],"geography_discussed":["United States","Russia","United Kingdom","Venezuela","Guyana","Cyprus","Namibia","Uganda","Senegal","Mauritania","Algeria","Mexico","Malaysia","Australia","Tanzania"],"frame_perspective":[],"analysis_type":["trend analysis","case study"]},{"id":"gem-000202","url":"https://climateinsightsdirectory.org/document/gem-000202","title":"Southern Asia’s gas plans may be overblown","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2026-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-Asia-Gas-Brief-March-2026_3.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The briefing examines the US$107 billion in potential investment for LNG terminals and gas pipelines in Southern Asia, specifically India, Bangladesh, and Pakistan. While industry forecasts predict strong demand growth, Global Energy Monitor (GEM) finds that these countries have shelved or cancelled 2–3 times as much proposed LNG import capacity as they have brought online over the last decade. The document highlights that LNG remains uncompetitive against falling renewable power costs and that recent geopolitical shocks, such as the March 2026 conflict in Iran affecting the Strait of Hormuz, underscore the energy security risks of LNG dependence. While India continues to promote gas infrastructure, Pakistan has shifted toward domestic power and local gas exploration, and Bangladesh's new government signals a move toward renewables and domestic gas.","ai_generated":true,"unit":"gem-000202#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Southern Asia has significant gas infrastructure in development, representing US$107 billion in potential investment, including 110.7 million tonnes per annum (mtpa) of LNG import capacity and 34,146 kilometers of gas pipelines, with the majority of these projects located in India.","ai_generated":true,"unit":"gem-000202#insight-1","date_modified":"2026-10-23"},{"text":"There is a high rate of failure for LNG import projects in Southern Asia; over the past ten years, the region's importers have cancelled or shelved 2–3 times more planned import capacity than they successfully brought online.","ai_generated":true,"unit":"gem-000202#insight-2","date_modified":"2026-10-23"},{"text":"LNG is often uncompetitive compared to alternatives in the region. Emerging economies generally require prices around $3-5/mmBtu to make gas an attractive large-scale alternative to coal and renewables, yet new export projects typically need average delivered costs of around $8/mmBtu to cover operations and investment.","ai_generated":true,"unit":"gem-000202#insight-3","date_modified":"2026-10-23"},{"text":"Geopolitical instability, specifically the March 2026 U.S.-Israeli attack on Iran and subsequent disruption of the Strait of Hormuz, has demonstrated the volatility of LNG markets and the risk to Asian buyers, as 80% of the one-fifth of global LNG passing through the strait goes to Asia.","ai_generated":true,"unit":"gem-000202#insight-4","date_modified":"2026-10-23"},{"text":"India is actively pursuing a goal to increase gas consumption to 15% of its energy mix through the National Gas Grid project and expansions like the 19.92 mtpa Hazira LNG Terminal, although six of its eight operational terminals operated at less than 50% utilization in fiscal year 2025.","ai_generated":true,"unit":"gem-000202#insight-5","date_modified":"2026-10-23"},{"text":"Pakistan has reversed its strategy to increase LNG imports, opting instead to stop building new LNG-reliant power plants and focusing on domestic renewable, nuclear, and coal power, as well as unconventional gas exploration.","ai_generated":true,"unit":"gem-000202#insight-6","date_modified":"2026-10-23"},{"text":"Bangladesh's new government, the Bangladesh Nationalist Party (BNP), has indicated a shift away from imported fuels, aiming to increase the share of renewable energy in the power mix from 4–5% to 20% by 2030.","ai_generated":true,"unit":"gem-000202#insight-7","date_modified":"2026-10-23"}],"climate_tags":["liquefied natural gas","green hydrogen","energy security","energy transition","solar energy","energy storage","decarbonization"],"geography_discussed":["Qatar","United States","Iran","Strait of Hormuz","Sri Lanka","People's Republic of China","Russia","Europe"],"frame_perspective":[],"analysis_type":["infrastructure assessment","economic analysis","policy review"]},{"id":"gem-000224","url":"https://climateinsightsdirectory.org/document/gem-000224","title":"Energy Storage Signals Shift to Renewable Grids","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2026-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-Solar-Battery-Storage-Brief-March-2026_3.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The document highlights the growing role of energy storage in supporting the global transition to renewable energy, noting that combined wind and solar capacity has reached 3,222 GWac. It identifies China, the U.S., and the EU as leaders in total capacity, while emphasizing the trend of colocating storage with renewables in emerging markets like Chile, Türkiye, Australia, and Nigeria to manage curtailment and grid instability. Specifically, Chile is identified as the leader in Latin America, utilizing BESS to address transmission constraints and target 80% renewable electricity generation by 2030.","ai_generated":true,"unit":"gem-000224#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Combined global installed capacity for wind and solar reached 3,222 GWac, with these sources accounting for over 70% of all new electricity capacity growth worldwide in the last five years.","ai_generated":true,"unit":"gem-000224#insight-1","date_modified":"2026-10-23"},{"text":"Battery energy storage systems (BESS) have scaled rapidly due to a 93% decline in costs between 2010 and 2024. Global Energy Monitor is currently tracking 2,144 utility-scale solar farms and 822 wind farms with associated storage, with China, Greece, and Australia planning the most such projects.","ai_generated":true,"unit":"gem-000224#insight-2","date_modified":"2026-10-23"},{"text":"Chile leads Latin America in BESS deployment, with 1.6 GW (6.5 GWh) of operating capacity and approximately 7.7 GW (34 GWh) under construction or testing. Over 80% of these projects are colocated with wind and solar farms to mitigate transmission bottlenecks and curtailment as the country aims for at least 80% renewable electricity generation by 2030.","ai_generated":true,"unit":"gem-000224#insight-3","date_modified":"2026-10-23"},{"text":"Emerging markets are increasingly using colocated BESS to support renewable expansion; for example, Nigeria is deploying BESS to support a 4,200 MW solar expansion target by 2030.","ai_generated":true,"unit":"gem-000224#insight-4","date_modified":"2026-10-23"},{"text":"The International Energy Agency (IEA) estimates that total global storage capacity must reach approximately 1,500 GW by 2030 to support the goal of tripling renewable capacity.","ai_generated":true,"unit":"gem-000224#insight-5","date_modified":"2026-10-23"}],"climate_tags":["energy storage","battery energy storage system","wind power","solar energy","wide area synchronous grid","grid flexibility","Grid decarbonization","Battery Manufacturing"],"geography_discussed":["People's Republic of China","United States","European Union","Chile","Greece","Australia","Turkey","Nigeria","Latin America"],"frame_perspective":[],"analysis_type":["deployment tracking","market analysis"]},{"id":"gem-000255","url":"https://climateinsightsdirectory.org/document/gem-000255","title":"Plazos de ejecución más largos: Aumento de la complejidad en el desarrollo de campos de petróleo y gas","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"es","date_published":"2026-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/SPANISH-GEM-GOGET-Brief-March-2026_3.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Analysis of the Global Oil and Gas Extraction Tracker (GOGET) reveals that the time from discovery to production for new oil and gas fields has increased significantly, averaging 15.1 years for fields starting in 2025 compared to 4.9 years between 1960 and 1980. This trend is driven by the depletion of easy-to-access reserves, forcing companies toward technically complex '20K' high-pressure reservoirs, deepwater projects, and 'acid gas' fields. Additional delays stem from stricter environmental regulations, such as the UK's 2025 requirement to include Scope 3 emissions in impact assessments, and ecological risks in protected areas. The report argues that these long lead times increase the risk of creating stranded assets and conflict with the 1.5 °C warming limit, suggesting that capital should be redirected toward renewable energy.","ai_generated":true,"unit":"gem-000255#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The average time for an oil and gas field to begin production has increased more than threefold since the 1960–1980 period. Fields starting operations in 2025 took an average of 15.1 years from discovery, whereas the average was 4.9 years between 1960 and 1980.","ai_generated":true,"unit":"gem-000255#insight-1","date_modified":"2026-10-23"},{"text":"Technical complexity is a primary driver of longer development timelines, as companies move toward high-pressure reservoirs and remote locations. Examples include '20K technology' projects in the Gulf of Mexico for ultra-high pressure reserves and Russian projects in the Arctic, such as the Salmanovskoye field in the Gydan peninsula.","ai_generated":true,"unit":"gem-000255#insight-2","date_modified":"2026-10-23"},{"text":"Reservoir composition and ecological risks further delay projects. 'Acid gas' fields with high hydrogen sulfide concentrations and projects located near protected areas—such as the Greater Tortue Ahmeyim project near cold-water reefs or the Lake Albert project in Uganda's Murchison Falls National Park—face significant setbacks.","ai_generated":true,"unit":"gem-000255#insight-3","date_modified":"2026-10-23"},{"text":"Regulatory requirements are becoming more stringent, extending permitting periods. In 2025, the United Kingdom introduced guidelines requiring environmental impact assessments to include Scope 3 emissions, which has forced the Rosebank oil field to undergo re-approval.","ai_generated":true,"unit":"gem-000255#insight-4","date_modified":"2026-10-23"},{"text":"Infrastructure gaps in frontier basins create substantial delays. While Guyana has seen rapid development (averaging 5.5 years), other regions like Cyprus and Namibia face longer timelines; for instance, Cyprus's Aphrodite field, discovered in 2011, is not expected to produce gas until 2031.","ai_generated":true,"unit":"gem-000255#insight-5","date_modified":"2026-10-23"},{"text":"The reactivation of Venezuela's oil industry is characterized by extreme complexity and high costs, estimated between 80,000 and 183,000 billion dollars. Some fields discovered in the early 1980s, such as the Dragon field and the Manakin-Cocuina complex, have still not begun extraction.","ai_generated":true,"unit":"gem-000255#insight-6","date_modified":"2026-10-23"},{"text":"Long development timelines increase the risk of creating stranded assets and conflict with international climate goals. Investing in new projects now may commit production for decades, potentially leading to a warming of 2.6 °C by 2100, which exceeds the 1.5 °C target.","ai_generated":true,"unit":"gem-000255#insight-7","date_modified":"2026-10-23"}],"climate_tags":["stranded asset","Scope 3","biodiversity loss","energy transition","climate finance","carbon neutrality","environmental impact assessment"],"geography_discussed":["Russia","United States","Mexico","Algeria","Malaysia","Australia","Mauritania","Senegal","Uganda","Tanzania","United Kingdom","Venezuela","Guyana","Cyprus","Namibia","Egypt","Trinidad and Tobago","Libya"],"frame_perspective":[],"analysis_type":["trend analysis","case study"]},{"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"]}]}