{"query_echo":{"q":"","filters":{"organization":["Global Energy Monitor"]},"warnings":[]},"total":{"value":256,"relation":"eq"},"page":10,"page_size":20,"self":"https://climateinsightsdirectory.org/api/v1/search?organization=global-energy-monitor&page=10","next":"https://climateinsightsdirectory.org/api/v1/search?organization=global-energy-monitor&page=11","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-000138","url":"https://climateinsightsdirectory.org/document/gem-000138","title":"SIZING UP COAL MINE METHANE","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2022-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_CCM2022_r4_23.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Global Energy Monitor (GEM) finds that operating coal mines emit 52.3 million tonnes of methane per year, exceeding IEA estimates for oil and gas. The analysis identifies China, specifically Shanxi province, as the primary source of these emissions. GEM warns that proposed mine projects could add another 11.3 million tonnes annually, effectively locking in emissions equivalent to the coal-based CO2 emissions of the United States. To meet Net Zero 2030 targets, the report argues for a faster coal phase-out and the cancellation of new projects, as current mitigation measures are often insufficient or circumvented.","ai_generated":true,"unit":"gem-000138#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Operating coal mines emit 52.3 million tonnes of methane annually, which is higher than IEA assessments for oil (39 million tonnes) and gas (45 million tonnes). This translates to 1,560–4,320 million tonnes of CO2-equivalent (CO2e) emissions per year over 100-year and 20-year timeframes, respectively.","ai_generated":true,"unit":"gem-000138#insight-1","date_modified":"2026-10-23"},{"text":"China is the largest emitter of coal mine methane, with its mines accounting for 73% of global emissions (38.4 million tonnes per year). Shanxi province alone emits 13.1 million tonnes, which is roughly equal to the combined emissions of the rest of the world (13.8 million tonnes).","ai_generated":true,"unit":"gem-000138#insight-2","date_modified":"2026-10-23"},{"text":"There are 465 new mines or expansions under development that could emit an additional 11.3 million tonnes of methane per year. This potential increase is equivalent to 936 Mt of CO2e20, exceeding the short-term climate impact of the United States' coal-based CO2 emissions (888.65 Mt CO2 in 2020).","ai_generated":true,"unit":"gem-000138#insight-3","date_modified":"2026-10-23"},{"text":"To remain consistent with the IEA's Net Zero 2030 roadmap, coal mine methane emissions must decrease by 11% every year until 2030. GEM estimates a required reduction of 41.7 Mt, which is significantly higher than the 31 Mt reduction planned in the IEA scenario.","ai_generated":true,"unit":"gem-000138#insight-4","date_modified":"2026-10-23"},{"text":"Underground mines are the dominant source of emissions, accounting for 85% (44 Mt) of all coal mine methane, compared to 15% (8 Mt) from surface and mixed mines. However, some surface mines are statistical outliers that emit methane levels comparable to underground operations.","ai_generated":true,"unit":"gem-000138#insight-5","date_modified":"2026-10-23"},{"text":"National inventories reported to the UNFCCC likely underestimate methane emissions. In the United States' Appalachian region, GEM's figures are 44% higher than the UNFCCC national inventory, and in West Virginia, emissions are nearly three times higher than official 2020 figures (10 Mt CO2e100).","ai_generated":true,"unit":"gem-000138#insight-6","date_modified":"2026-10-23"}],"climate_tags":["greenhouse gas emissions","methane","kilogram of carbon dioxide equivalent","Net-zero emissions","Coal phase-out","United Nations Framework Convention on Climate Change","Industrial decarbonization"],"geography_discussed":["People's Republic of China","Shanxi","United States","Russia","Australia","India","South Africa","Poland","Indonesia","North Korea","Kazakhstan","South Korea","West Virginia","Queensland","Kemerovo Oblast","United Kingdom","Uzbekistan"],"frame_perspective":[],"analysis_type":["emissions assessment","policy analysis","comparative study"]},{"id":"gem-000196","url":"https://climateinsightsdirectory.org/document/gem-000196","title":"Gas Run Aground","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2022-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Gas-Run-Aground-2022_47.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report examines 21 proposed US LNG export terminals, finding that none reached a final investment decision (FID) in 2021 due to a lack of offtake contracts and project financing. It highlights that only three projects secured direct project finance totaling US$1.6 billion against an estimated total cost of US$244 billion. The document argues that these projects face stiff competition from lower-cost producers like Qatar, regulatory hurdles regarding environmental justice, and a global shift toward renewables. Furthermore, it notes that the combined lifecycle emissions of 19 proposed terminals would be 1 gigatonne of CO2 equivalent per year, contradicting the IEA's Net Zero by 2050 Scenario.","ai_generated":true,"unit":"gem-000196#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"None of the 21 major proposed US LNG export terminals reached a final investment decision (FID) or progressed to the construction phase in 2021.","ai_generated":true,"unit":"gem-000196#insight-1","date_modified":"2026-10-23"},{"text":"There is a significant gap between the estimated total cost of the 21 proposed terminals, approximately US$244 billion, and the identified direct project finance, which totals only US$1.6 billion for three terminals.","ai_generated":true,"unit":"gem-000196#insight-2","date_modified":"2026-10-23"},{"text":"Securing long-term purchasing agreements (offtake contracts) is a critical prerequisite for financing, yet only four of the 21 proposed projects have publicly linked purchasing agreements.","ai_generated":true,"unit":"gem-000196#insight-3","date_modified":"2026-10-23"},{"text":"Japanese financial institutions, specifically SMBC Group, Mitsubishi UFJ Financial, and Mizuho Financial, are the leading creditors for several high-probability US LNG projects, while US-based BlackRock and Vanguard are the primary bond and shareholders.","ai_generated":true,"unit":"gem-000196#insight-4","date_modified":"2026-10-23"},{"text":"Proposed US LNG projects face intense international competition from lower-cost producers, particularly Qatar and Russia, which may undercut US pricing and make new projects economically untenable.","ai_generated":true,"unit":"gem-000196#insight-5","date_modified":"2026-10-23"},{"text":"The expansion of US LNG exports is inconsistent with limiting global warming to 1.5°C; an analysis indicates that 19 proposed terminals would generate 1 gigatonne of CO2 equivalent annually, equivalent to the emissions of 250 coal plants.","ai_generated":true,"unit":"gem-000196#insight-6","date_modified":"2026-10-23"},{"text":"Many proposed LNG terminals are located in communities already burdened by industrial pollution, with a majority of sites near populated areas having pre-existing air quality issues according to the U.S. EPA.","ai_generated":true,"unit":"gem-000196#insight-7","date_modified":"2026-10-23"},{"text":"The International Energy Agency (IEA) suggests that for the world to have a 50% chance of limiting warming to 1.5°C, global LNG exports must peak this decade, and many planned liquefaction facilities are not needed.","ai_generated":true,"unit":"gem-000196#insight-8","date_modified":"2026-10-23"},{"text":"Proposed carbon capture and storage (CCS) facilities at LNG terminals are described as a 'red herring' because they only address a small fraction (8-10%) of full life-cycle emissions.","ai_generated":true,"unit":"gem-000196#insight-9","date_modified":"2026-10-23"}],"climate_tags":["liquefied natural gas","climate finance","methane emissions","carbon capture and storage","environmental justice","energy transition","stranded asset"],"geography_discussed":["Qatar","Japan","Russia","Europe","Asia"],"frame_perspective":[],"analysis_type":["financial analysis","environmental impact assessment","market analysis"]},{"id":"gem-000231","url":"https://climateinsightsdirectory.org/document/gem-000231","title":"Boom and Bust Gas","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2022-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_BoomBustGas2022_FINAL_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that global gas-fired power capacity in development (615 GW) now exceeds that of coal (457 GW), representing an estimated US$509 billion in capital expenditure. This expansion is described as ubiquitous across all continents, directly conflicting with the IEA's 1.5°C net-zero pathway. The authors argue that these investments face significant stranded asset risks as clean energy portfolios (CEPs) increasingly outcompete gas on cost, particularly in the US and Australia.","ai_generated":true,"unit":"gem-000231#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The global build-out of gas-fired power plants currently in pre-construction or construction phases would add over 615 GW of capacity, with an estimated capital expenditure of nearly US$509 billion.","ai_generated":true,"unit":"gem-000231#insight-1","date_modified":"2026-10-23"},{"text":"The expansion of gas-fired power capacity (615 GW) has surpassed the current global development of coal-fired power plants, which stands at 457 GW.","ai_generated":true,"unit":"gem-000231#insight-2","date_modified":"2026-10-23"},{"text":"Current gas expansion is incompatible with the IEA's 1.5°C net-zero pathway, which requires unabated fossil gas-fired generation to peak by 2030 and be reduced by 90% by 2040 compared to 2020 levels.","ai_generated":true,"unit":"gem-000231#insight-3","date_modified":"2026-10-23"},{"text":"Investments in gas-fired power are identified as a stranded asset risk because they may need early retirement to meet net-zero goals and are increasingly underutilized due to the competitiveness of renewables.","ai_generated":true,"unit":"gem-000231#insight-4","date_modified":"2026-10-23"},{"text":"Clean energy portfolios (CEPs), including renewables with battery storage and demand-side management, are now more cost-competitive than gas in many regions, including the United States and Australia.","ai_generated":true,"unit":"gem-000231#insight-5","date_modified":"2026-10-23"},{"text":"The surge in gas development is widespread globally, with the top five countries accounting for 39% of new capacity in development and the top 20 accounting for 75%.","ai_generated":true,"unit":"gem-000231#insight-6","date_modified":"2026-10-23"}],"climate_tags":["gas-fired power station","coal-fired power station","Net-zero emissions","stranded asset","renewable energy","renewable energy commercialization","methane emissions","energy security","Levelized cost of energy"],"geography_discussed":["People's Republic of China","United States","Vietnam","Brazil","European Union","Australia","South Korea","Japan","Nigeria","South Africa","India","Bangladesh"],"frame_perspective":[],"analysis_type":["quantitative analysis","comparative analysis","policy assessment"]},{"id":"gem-000183","url":"https://climateinsightsdirectory.org/document/gem-000183","title":"中国煤电开工规模创2016年以来新高， 长流程炼钢产能投资加速增长","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"zh","date_published":"2022-02","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/CN-China-coal-and-steel-briefing-Feb-2022_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2021, China's coal-fired power construction reached its highest level since 2016, with 33 GW of new capacity starting construction. Despite carbon neutrality targets, investment in long-process steel remains high, with China accounting for 85% of global new long-process capacity. The report warns that these investments lock in coal dependency and risk creating stranded assets valued at hundreds of billions of dollars. While there is growth in electric arc furnace (EAF) steel and renewable energy targets, the scale of new fossil-fuel infrastructure continues to outpace the transition needed to meet Paris Agreement goals.","ai_generated":true,"unit":"gem-000183#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Following a power crisis in September 2021, approvals for coal-fired power plants resumed in early 2022; in the first six weeks of 2022, 5 projects totaling 7.3 GW were approved, more than double the total approved in all of 2021.","ai_generated":true,"unit":"gem-000183#insight-1","date_modified":"2026-10-23"},{"text":"Despite ambitious renewable energy targets—including 600 GW of wind and solar from 11 state-owned power companies for 2021-2025—the growth may be insufficient to meet a projected 6% annual increase in electricity demand without continued coal reliance.","ai_generated":true,"unit":"gem-000183#insight-2","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","carbon neutrality","stranded asset","renewable energy","wind power","solar energy","Paris Agreement"],"geography_discussed":["Guizhou","Inner Mongolia","Shanxi","Shaanxi","Gansu","Hunan","Zhejiang","Jiangsu","Guangdong","Shandong","Hebei","Guangxi","Fujian","Yunnan","Liaoning","Henan","Anhui"],"frame_perspective":[],"analysis_type":["investment tracking","policy analysis","emissions assessment"]},{"id":"gem-000187","url":"https://climateinsightsdirectory.org/document/gem-000187","title":"Most coal power plants since 2016 entered construction in China in 2021, investment in coal-based steelmaking accelerated","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2022-02","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/EN-China-coal-and-steel-briefing-Feb_2022_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The document reports a surge in China's coal power construction and coal-based steelmaking investments in 2021, contradicting the country's carbon neutrality goals. It highlights that 33 GW of new coal power plants started construction in 2021 and 74 million tonnes of coal-based steelmaking capacity were approved. The report warns that these investments risk creating billions of dollars in stranded assets and lock the sectors into coal dependency, while noting a simultaneous but insufficient scale-up of clean energy.","ai_generated":true,"unit":"gem-000187#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China saw a significant increase in coal power construction in 2021, with 33 GW of new plants starting construction, which is the highest level since 2016 and nearly three times the total of the rest of the world.","ai_generated":true,"unit":"gem-000187#insight-1","date_modified":"2026-10-23"},{"text":"Despite a freeze in permitting for most of 2021, coal power plant permitting resumed sharply in early 2022, with 7.3 GW of capacity cleared for construction in the first six weeks of the year.","ai_generated":true,"unit":"gem-000187#insight-2","date_modified":"2026-10-23"},{"text":"China's steel industry continues to rely heavily on coal, accounting for 85% of new coal-based steel projects globally. In 2021, 74 million tonnes of new coal-based steelmaking capacity were approved, which is 15 times the annual average additions in the rest of the world from 2016 to 2020.","ai_generated":true,"unit":"gem-000187#insight-3","date_modified":"2026-10-23"},{"text":"The continued investment in coal-based infrastructure creates a high risk of stranded assets. New coal-based steel projects initiated in 2021 are estimated to entail 70–110 billion USD in stranded assets, with coal power plants adding another 20 billion USD.","ai_generated":true,"unit":"gem-000187#insight-4","date_modified":"2026-10-23"},{"text":"While China is expanding clean energy, including targets for over 600 GW of wind and solar additions by 2025 from 11 state-owned firms, this growth is insufficient to meet projected electricity demand growth of 6% without continued coal use.","ai_generated":true,"unit":"gem-000187#insight-5","date_modified":"2026-10-23"},{"text":"There is a growing trend toward Electric Arc Furnace (EAF) steelmaking, with the share of EAF in newly announced steelmaking capacity reaching a record high of 38.9% in 2021.","ai_generated":true,"unit":"gem-000187#insight-6","date_modified":"2026-10-23"}],"climate_tags":["coal power","carbon neutrality","carbon dioxide emissions","stranded asset","clean energy","wind power","solar energy","Paris Agreement","energy transition"],"geography_discussed":["Guizhou","Inner Mongolia","Shanxi","Shaanxi","Gansu","Hunan","Zhejiang","Jiangsu","Guangdong","Shandong","Hebei","World"],"frame_perspective":[],"analysis_type":["investment analysis","policy assessment","emissions tracking"]},{"id":"gem-000233","url":"https://climateinsightsdirectory.org/document/gem-000233","title":"PIPE DREAMS","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2022-02","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_GasPipelineReport2022_r7_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Global Energy Monitor identifies 193,400 km of gas pipelines in construction or pre-construction, representing a US$485.8 billion stranded asset risk. The report highlights that China, India, Russia, Australia, the U.S., and Brazil are leading this expansion despite IEA warnings that gas usage must peak soon to align with the 1.5°C net-zero scenario. While some financial institutions and 39 countries have committed to ending public finance for fossil fuels by 2022, the gas industry continues to push for massive infrastructure growth, often justified by the potential for future hydrogen upcycling.","ai_generated":true,"unit":"gem-000233#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"There are 193,400 km of gas pipelines globally in either construction (70,900 km) or pre-construction development (122,500 km), with an estimated total capital expenditure of US$485.8 billion.","ai_generated":true,"unit":"gem-000233#insight-1","date_modified":"2026-10-23"},{"text":"China is the global leader in gas pipeline development, with 56,100 km of pipelines in construction or proposed, creating a stranded asset risk of US$89.1 billion. This growth is driven by the conglomerate PipeChina and the 14th Five-Year Plan (2021–2025).","ai_generated":true,"unit":"gem-000233#insight-2","date_modified":"2026-10-23"},{"text":"India ranks second globally in development with 18,400 km of pipelines in construction or proposed, representing a US$14.7 billion stranded asset risk. The government aims to increase the gas fraction of the energy mix to 15% by 2030 through the \"one nation, one gas grid\" plan.","ai_generated":true,"unit":"gem-000233#insight-3","date_modified":"2026-10-23"},{"text":"Russia's pipeline expansion, totaling 13,300 km in construction or proposed, carries a stranded asset risk of US$55.8 billion. Efforts are focused on increasing exports to European and Asia-Pacific markets, including the Power of Siberia and Nord Stream 2 projects.","ai_generated":true,"unit":"gem-000233#insight-4","date_modified":"2026-10-23"},{"text":"Australia has 12,800 km of pipelines in construction or proposed, with a stranded asset risk of US$18.6 billion. This is part of a \"gas-fired recovery\" and the 2021 National Gas Infrastructure Plan (NGIP), which prioritizes production in the Otway, Bass, and Gippsland Basins.","ai_generated":true,"unit":"gem-000233#insight-5","date_modified":"2026-10-23"},{"text":"In the United States, 9,300 km of pipelines are in development at a cost of US$47.6 billion, concentrated in Appalachia and the Gulf Coast. The buildout of Gulf Coast infrastructure for LNG exports has contributed to domestic gas shortages and higher prices.","ai_generated":true,"unit":"gem-000233#insight-6","date_modified":"2026-10-23"},{"text":"Brazil's gas pipeline development, totaling 8,100 km in construction or proposed, represents a US$22.2 billion stranded asset risk. Expansion is driven by the New Gas Law, which promotes competition and unbundling of the market previously dominated by Petrobras.","ai_generated":true,"unit":"gem-000233#insight-7","date_modified":"2026-10-23"},{"text":"Financial pressure on the industry is increasing as 39 countries committed at COP26 to end international public finance for unabated fossil fuels by the end of 2022, potentially removing US$24 billion per year from the sector.","ai_generated":true,"unit":"gem-000233#insight-8","date_modified":"2026-10-23"}],"climate_tags":["stranded asset","Net-zero emissions","climate finance","green hydrogen","greenhouse gas emissions","energy transition"],"geography_discussed":["People's Republic of China","India","Russia","Australia","United States","Brazil"],"frame_perspective":[],"analysis_type":["infrastructure assessment","financial risk analysis","policy review"]},{"id":"gem-000096","url":"https://climateinsightsdirectory.org/document/gem-000096","title":"With China’s withdrawal from overseas coal, the pipeline for new coal in Asia could drop to 22 GW — all of which will likely not be built","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2021-11","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Briefing_Chinas-withdrawal-from-overseas-coal-potential-drops-pipeline-to-22-GW_CREAGEM_Final_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"China's commitment to cease overseas coal financing could remove two-thirds of the pre-construction coal pipeline in Asia, reducing it from over 65 GW to 22 GW. This shift, aligned with similar pledges from Japan, South Korea, and G20 nations, makes the remaining projects unlikely to be completed due to a lack of available capital. The report argues that cancelling these remaining projects would save US$27 billion in capital costs and avoid 103 million tons of annual CO2 emissions.","ai_generated":true,"unit":"gem-000096#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China's pledge to stop building new coal-fired power projects abroad could eliminate two-thirds of the pre-construction coal pipeline in Asian countries outside of China and India, reducing the planned capacity from over 65 GW to 22 GW across eight countries.","ai_generated":true,"unit":"gem-000096#insight-1","date_modified":"2026-10-23"},{"text":"The impact of international financing withdrawals has been immediate, with no coal power stations in the pre-construction stage reaching financial close in 2021, a sharp decline from the US$11 billion invested in 2020 and US$10 billion in 2019.","ai_generated":true,"unit":"gem-000096#insight-2","date_modified":"2026-10-23"},{"text":"Cancelling the remaining 22 GW of planned coal capacity would prevent approximately 103 million tons of annual CO2 emissions—comparable to Bangladesh's total 2019 emissions—and save over US$27 billion in capital costs.","ai_generated":true,"unit":"gem-000096#insight-3","date_modified":"2026-10-23"},{"text":"In Indonesia, a significant portion of the coal pipeline is driven by the nickel-refining industry. Approximately 3.58 GW of planned coal capacity is intended for nickel refining, adding to 3.16 GW already in use, often funded by Chinese state-owned financial institutions.","ai_generated":true,"unit":"gem-000096#insight-4","date_modified":"2026-10-23"},{"text":"Bangladesh has significantly reduced its coal pipeline by cancelling 15 plants (3.9 GW) in 2021; China's withdrawal is expected to scrap an additional 8.6 GW, leaving only two pre-construction projects, one of which is the 1.2 GW Matarbari-2 plant.","ai_generated":true,"unit":"gem-000096#insight-5","date_modified":"2026-10-23"},{"text":"Vietnam's coal pipeline remains substantial but faces low implementation rates. While the draft Power Development Plan (PDP8) allocated over 30 GW of coal for 2021-2040, many projects are postponed or lack firm financing, and the country has committed to stop permitting new coal via the Global Coal to Clean Power Transition Statement.","ai_generated":true,"unit":"gem-000096#insight-6","date_modified":"2026-10-23"},{"text":"Pakistan's coal expansion, largely supported by the China-Pakistan Economic Corridor (CPEC), has led to power overcapacity and a financial crisis, with power system debt reaching US$16 billion in the first half of 2021.","ai_generated":true,"unit":"gem-000096#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","climate finance","energy transition","carbon dioxide emissions","renewable energy","stranded asset"],"geography_discussed":["People's Republic of China","India","Bangladesh","Sri Lanka","Indonesia","Laos","Pakistan","Philippines","Thailand","Vietnam","Cambodia","Japan","South Korea"],"frame_perspective":[],"analysis_type":["impact assessment","pipeline analysis"]},{"id":"gem-000237","url":"https://climateinsightsdirectory.org/document/gem-000237","title":"US Coal Retirement Rate Needs to Increase by 66% to Keep 1.5°C Within Reach","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"policy brief","language":"en","date_published":"2021-11","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_US-Coal-Retirement-Rate-Needs-to-Increase-11.2021_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The United States possesses the largest operating coal fleet in the OECD at 233 GW, with most plants over 30 years old. To meet the goal of a full coal phase-out by 2030, the US must increase its average annual retirement rate from 15 GW to 25 GW, a 66% increase. Current legislation, such as the Build Back Better Framework, is deemed insufficient to achieve this timeline, particularly after the removal of the Clean Energy Performance Program. The document suggests that the Biden administration should instead leverage Environmental Protection Agency regulations on air, water, and waste, and support local state-level policies and advocacy to accelerate the transition to a carbon-free power sector by 2035.","ai_generated":true,"unit":"gem-000237#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"To achieve a full phase-out of coal-fired units by 2030, the United States must increase its average annual retirement rate from 15 GW (the average since 2015) to 25 GW, representing a 66% increase.","ai_generated":true,"unit":"gem-000237#insight-1","date_modified":"2026-10-23"},{"text":"Current US coal capacity is not on track for a 2030 phase-out under business-as-usual conditions or pending legislation, including the Build Back Better Framework, which lacks a formalized expedited timeline for coal retirement.","ai_generated":true,"unit":"gem-000237#insight-2","date_modified":"2026-10-23"},{"text":"A significant portion of the US coal fleet lacks a clear exit strategy: 127 GW of capacity have no planned retirement date, and nearly 25% of the 106 GW currently scheduled for retirement are expected to remain operational beyond 2030.","ai_generated":true,"unit":"gem-000237#insight-3","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","greenhouse gas emissions","clean energy","carbon capture and storage","decarbonization"],"geography_discussed":["OECD"],"frame_perspective":[],"analysis_type":["policy analysis","quantitative assessment"]},{"id":"gem-000193","url":"https://climateinsightsdirectory.org/document/gem-000193","title":"NORTH AMERICAN COAL PRODUCERS PLAN $4.8 BILLION USD ON 15 NEW MINES FOR STEEL EXPORT MARKETS","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2021-10","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Final_USCanada-met-mines-and-steel-Briefing-Oct-2021_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Coal producers in the US and Canada plan to invest $4.8 billion USD in 15 new metallurgical coal mines to produce 38 million tonnes annually for export, primarily to Asia Pacific markets. However, Global Energy Monitor argues these projects face high risks of economic and regulatory stranding. The global steel industry is under pressure to shift from coal-based blast furnace-basic oxygen furnace (BF-BOF) processes to lower-emissions alternatives like electric arc furnaces (EAF) and direct reduced iron (DRI) to meet net-zero targets. Major importers such as China, Japan, South Korea, and India have committed to carbon reduction, while domestic steel production in the US and Canada is already declining or transitioning away from coal. Furthermore, existing reserves in North America are sufficient to sustain current production levels until at least 2032, making new capacity largely unnecessary.","ai_generated":true,"unit":"gem-000193#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Coal producers in the United States and Canada are planning 15 new metallurgical coal mine projects with a total estimated capital expenditure of $4.8 billion USD. These projects aim to add 38 million tonnes of annual capacity, with 11 projects in Canada (28 mtpa) and 4 in the United States (10 mtpa), all expected to be operational by 2027.","ai_generated":true,"unit":"gem-000193#insight-1","date_modified":"2026-10-23"},{"text":"The proposed capacity increase is unlikely to be absorbed by the primary target markets in the Asia Pacific region. In 2020, the US and Canada exported only 34 million tonnes to China, South Korea, Japan, and India; for these markets to absorb the new 38 million tonnes of capacity, demand would need to increase by 112%.","ai_generated":true,"unit":"gem-000193#insight-2","date_modified":"2026-10-23"},{"text":"New mine construction is deemed unnecessary because existing metallurgical coal reserves in the US and Canada can maintain current production levels until at least 2032, with an additional 4.5 billion tonnes of resources available for upgrade.","ai_generated":true,"unit":"gem-000193#insight-3","date_modified":"2026-10-23"},{"text":"Global decarbonization targets and the shift toward 'green steel' threaten the long-term demand for metallurgical coal. The IEA's net zero by 2050 scenario suggests nearly phasing out metallurgical coal use by 2050, requiring a transition from BF-BOF processes to electric steelmaking and direct reduced iron (DRI) production.","ai_generated":true,"unit":"gem-000193#insight-4","date_modified":"2026-10-23"},{"text":"Major international importers of North American metallurgical coal have established carbon reduction commitments. China aims for carbon neutrality by 2060 and is planning to switch to electric steelmaking; Japan and South Korea have mid-century net-zero targets; and India has committed to reducing emissions intensities by 33-35% by 2030.","ai_generated":true,"unit":"gem-000193#insight-5","date_modified":"2026-10-23"},{"text":"Domestic demand for metallurgical coal in the US and Canada is shrinking. In the US, EAF crude steel capacity is expected to grow from 69.4 mtpa to nearly 80 mtpa by 2023. In Canada, the federal government is providing funding to replace coal-based operations, including $400 million CAD for ArcelorMittal Dofasco to transition to a DRI plant and EAF capacity.","ai_generated":true,"unit":"gem-000193#insight-6","date_modified":"2026-10-23"}],"climate_tags":["iron and steel industry","decarbonization","carbon neutrality","stranded asset","Green steel","Paris Agreement"],"geography_discussed":["People's Republic of China","Japan","South Korea","India","Appalachia","British Columbia","Alberta","Alabama","West Virginia","Pennsylvania"],"frame_perspective":[],"analysis_type":["economic risk assessment","policy analysis"]},{"id":"gem-000204","url":"https://climateinsightsdirectory.org/document/gem-000204","title":"กับดักที่พึงระวังจากโครงการก๊าซในเอเชีย","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"th","date_published":"2021-10","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-Asia-Gas-Report-October-2021_Thai_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The document assesses the proliferation of gas power plants, pipelines, and LNG terminals across East, South, and Southeast Asia. It contends that these investments, totaling $380 billion, risk becoming stranded assets as renewable energy costs plummet and climate targets necessitate a rapid shift away from fossil fuels. The report highlights the significant carbon budget impact of these projects and the continued role of public finance in supporting gas expansion despite net-zero pledges.","ai_generated":true,"unit":"gem-000204#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The total lifecycle emissions from proposed Asian gas infrastructure could reach 117 gigatonnes of CO2-equivalent (Gt CO2-eq), which is approximately one-quarter of the global carbon budget required to maintain a 50% chance of limiting warming to 1.5°C.","ai_generated":true,"unit":"gem-000204#insight-1","date_modified":"2026-10-23"},{"text":"Public financial institutions continue to support gas projects in Asia; between 2014 and 2018, $22.4 billion in public funding was provided, with the Export-Import Bank of China, Japan Bank for International Cooperation (JBIC), and the Asian Development Bank (ADB) as the primary contributors.","ai_generated":true,"unit":"gem-000204#insight-2","date_modified":"2026-10-23"}],"climate_tags":["natural gas","liquefied natural gas","gas-fired power station","renewable energy","solar energy","wind power","carbon budget","methane emissions","stranded asset","climate finance","Net-zero emissions","Paris Agreement"],"geography_discussed":["People's Republic of China","Indonesia","Thailand","Japan","South Korea","Bangladesh","Pakistan","Philippines","Myanmar","Taiwan","Europe","Russia","United States"],"frame_perspective":[],"analysis_type":["infrastructure assessment","economic risk analysis","emissions modeling"]},{"id":"gem-000205","url":"https://climateinsightsdirectory.org/document/gem-000205","title":"Asia’s Gas Lock-In","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"vi","date_published":"2021-10","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-Asia-Gas-Report-October-2021_Vietnamese_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report analyzes the planned expansion of gas infrastructure in Asia, including power plants, pipelines, and LNG terminals, totaling $379 billion. It argues that this expansion risks locking in high greenhouse gas emissions, potentially consuming a quarter of the global carbon budget for a 1.5°C limit. The document highlights that falling costs of renewable energy and high price volatility of LNG make these gas investments economically risky and likely to become stranded assets. It further criticizes the continued support of public financial institutions for gas projects and advocates for a transition to clean energy portfolios.","ai_generated":true,"unit":"gem-000205#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Asia has planned gas infrastructure investments totaling $379 billion, comprising $189 billion for gas-fired power plants, $54 billion for pipelines, and $136 billion for LNG import/export terminals.","ai_generated":true,"unit":"gem-000205#insight-1","date_modified":"2026-10-23"},{"text":"The proposed expansion of gas-fired power plants in Asia totals 320 GW, which would nearly double the region's existing gas power capacity and increase global gas power capacity by one-fifth.","ai_generated":true,"unit":"gem-000205#insight-2","date_modified":"2026-10-23"},{"text":"Asia is the primary driver of the global LNG market, with new LNG import terminal capacity of 452 million tonnes per year, representing 70% of the world's developing capacity.","ai_generated":true,"unit":"gem-000205#insight-3","date_modified":"2026-10-23"},{"text":"The full operation of proposed LNG terminals and pipelines in Asia could release 117 giga tonnes of CO2 equivalent (Gt CO2-eq) over their lifespan, which is approximately one-quarter of the global carbon budget required to limit warming to 1.5°C.","ai_generated":true,"unit":"gem-000205#insight-4","date_modified":"2026-10-23"},{"text":"Gas infrastructure investments face significant economic risks of becoming stranded assets due to the rapidly declining costs of renewable energy and the volatility of LNG prices.","ai_generated":true,"unit":"gem-000205#insight-5","date_modified":"2026-10-23"},{"text":"Public financial institutions have provided substantial funding for Asian gas projects, with $22.4 billion provided between 2014 and 2018, led by the Export-Import Bank of China, the Japan Bank for International Cooperation (JBIC), and the Asian Development Bank (ADB).","ai_generated":true,"unit":"gem-000205#insight-6","date_modified":"2026-10-23"},{"text":"Renewable energy is presented as a more cost-effective and reliable alternative to gas, with utility-scale solar being the cheapest power source in China and India.","ai_generated":true,"unit":"gem-000205#insight-7","date_modified":"2026-10-23"},{"text":"China is the largest planned investor in gas infrastructure in the region, with $131 billion in planned investments.","ai_generated":true,"unit":"gem-000205#insight-8","date_modified":"2026-10-23"},{"text":"Vietnam has significant proposed investments in gas infrastructure, though less than 1% of these planned investments have reached the construction phase.","ai_generated":true,"unit":"gem-000205#insight-9","date_modified":"2026-10-23"}],"climate_tags":["natural gas","liquefied natural gas","gas-fired power station","carbon budget","methane emissions","stranded asset","renewable energy","climate finance","Net-zero emissions","energy transition","solar energy","wind power","energy storage"],"geography_discussed":["People's Republic of China","Vietnam","India","Indonesia","Thailand","Japan","South Korea","Bangladesh","Pakistan","Philippines","Myanmar","United States","Europe","Russia"],"frame_perspective":[],"analysis_type":["infrastructure assessment","economic risk analysis","emissions modeling","financial tracking"]},{"id":"gem-000225","url":"https://climateinsightsdirectory.org/document/gem-000225","title":"2021 Asia’s Gas Lock-In","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2021-10","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_AsiaGas2021_FINAL_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report analyzes plans for US$379 billion in new gas infrastructure across Asia, including 320 GW of power plants and 452 mtpa of LNG import capacity. It argues that this expansion would consume a quarter of the global carbon budget for a 1.5°C limit and warns that these assets may become economically unviable due to the falling cost of renewables and LNG price volatility. The author calls for a redirection of public finance away from gas to align with net-zero goals.","ai_generated":true,"unit":"gem-000225#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Asia has plans to develop US$379 billion in new gas infrastructure, comprising US$189 billion for gas-fired power plants, US$54 billion for pipelines, and US$136 billion for LNG import and export terminals.","ai_generated":true,"unit":"gem-000225#insight-1","date_modified":"2026-10-23"},{"text":"The proposed 320 GW of new gas-fired power plants in Asia would nearly double the region's gas power capacity and increase global gas-fired power capacity by one-fifth.","ai_generated":true,"unit":"gem-000225#insight-2","date_modified":"2026-10-23"},{"text":"Asia is the primary driver of global LNG expansion, with plans for 452 mtpa of new import terminal capacity, representing 70% of the global capacity currently in development.","ai_generated":true,"unit":"gem-000225#insight-3","date_modified":"2026-10-23"},{"text":"If operated at full capacity, the proposed gas pipelines and LNG terminals in Asia could produce 117 gigatonnes of CO2 equivalent over their lifespans, which is 25% of the carbon budget required to maintain a 50% chance of limiting warming to 1.5°C.","ai_generated":true,"unit":"gem-000225#insight-4","date_modified":"2026-10-23"},{"text":"New gas infrastructure faces significant economic risks of becoming stranded assets due to the rapid decline in renewable energy costs and the volatility of global LNG spot prices.","ai_generated":true,"unit":"gem-000225#insight-5","date_modified":"2026-10-23"},{"text":"Public finance institutions provided US$22.4 billion for gas projects in Asia between 2014 and 2018, with the Export-Import Bank of China, Japan Bank for International Cooperation, and Asian Development Bank being the top financiers.","ai_generated":true,"unit":"gem-000225#insight-6","date_modified":"2026-10-23"}],"climate_tags":["gas-fired power station","liquefied natural gas","stranded asset","carbon budget","methane emissions","renewable energy","photovoltaics","wind power","climate finance","Net-zero emissions","energy transition","energy security"],"geography_discussed":["People's Republic of China","Vietnam","India","Indonesia","Thailand","Japan","South Korea","United States","Bangladesh","Pakistan"],"frame_perspective":[],"analysis_type":["infrastructure assessment","economic risk analysis","emissions modeling","finance tracking"]},{"id":"gem-000226","url":"https://climateinsightsdirectory.org/document/gem-000226","title":"এশিয়ার গ্যাস লক-ইন","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"bn","date_published":"2021-10","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_AsiaGas2021_r8_Bengali_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report argues that the planned $379 billion expansion of gas infrastructure in Asia threatens the global goal of limiting warming to 1.5°C and risks creating stranded assets. It highlights that the region is planning 320 GW of new gas-fired power and 452 mtpa of LNG import capacity, which could emit up to 117 Gt CO2-eq over their lifespans. The document contends that renewable energy is now a more cost-effective and reliable alternative, and calls for the redirection of public finance away from gas to support net-zero goals.","ai_generated":true,"unit":"gem-000226#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The region is developing 320 GW of gas-fired power capacity, which would nearly double Asia's gas-based electricity generation and increase global gas-fired capacity by one-fifth.","ai_generated":true,"unit":"gem-000226#insight-1","date_modified":"2026-10-23"},{"text":"Asia is the primary focus for the global LNG industry, with plans for 452 mtpa of new import capacity, representing 70% of the world's developing capacity.","ai_generated":true,"unit":"gem-000226#insight-2","date_modified":"2026-10-23"},{"text":"The planned LNG terminals and pipelines in Asia could emit 117 Gt CO2-eq over their lifespans, which is approximately one-quarter of the global carbon budget required to limit warming to 1.5°C.","ai_generated":true,"unit":"gem-000226#insight-3","date_modified":"2026-10-23"},{"text":"Public financial institutions provided 22.4 billion USD for gas projects in Asia between 2014 and 2018, led by the Export-Import Bank of China, Japan Bank for International Cooperation, and the Asian Development Bank.","ai_generated":true,"unit":"gem-000226#insight-4","date_modified":"2026-10-23"},{"text":"Renewable energy is presented as a more cost-effective alternative to gas, with solar PV and wind power already being the cheapest sources of electricity in China and India.","ai_generated":true,"unit":"gem-000226#insight-5","date_modified":"2026-10-23"}],"climate_tags":["natural gas","liquefied natural gas","gas-fired power station","methane emissions","carbon budget","stranded asset","renewable energy","photovoltaics","wind power","climate finance","Net-zero emissions","energy transition","Paris Agreement"],"geography_discussed":["People's Republic of China","India","Vietnam","Indonesia","Bangladesh","South Korea","Pakistan","Thailand","United States"],"frame_perspective":[],"analysis_type":["infrastructure assessment","financial analysis","emissions modeling"]},{"id":"gem-000227","url":"https://climateinsightsdirectory.org/document/gem-000227","title":"Penguncian Gas di Asia","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"id","date_published":"2021-10","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_AsiaGas2021_r8_Indonesian_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report identifies a massive planned expansion of gas infrastructure in Asia, including 320 GW of power plants and 452 mtpa of LNG import capacity, valued at 379 billion USD. It argues these investments risk becoming stranded assets as renewable energy costs plummet and climate targets necessitate a rapid decline in fossil fuel use. The document highlights that the projected emissions from this infrastructure could consume 25% of the remaining global carbon budget for 1.5°C. It further criticizes the continued role of public financial institutions in funding these projects, suggesting a shift toward clean energy portfolios as a more secure and sustainable alternative.","ai_generated":true,"unit":"gem-000227#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Asia is planning a massive expansion of gas infrastructure valued at 379 billion USD, comprising 189 billion USD for gas-fired power plants, 54 billion USD for pipelines, and 136 billion USD for LNG terminals.","ai_generated":true,"unit":"gem-000227#insight-1","date_modified":"2026-10-23"},{"text":"The proposed 320 GW of new gas-fired power plants in Asia would nearly double the region's gas power capacity and increase global gas power capacity by 20%, a scale equivalent to the entire gas fleet in Europe and Russia.","ai_generated":true,"unit":"gem-000227#insight-2","date_modified":"2026-10-23"},{"text":"Asia's planned LNG import capacity expansion of 452 mtpa represents 70% of the global capacity under development and is sufficient to absorb the entire global LNG trade as of 2020.","ai_generated":true,"unit":"gem-000227#insight-3","date_modified":"2026-10-23"},{"text":"The full operation of planned LNG terminals and pipelines in Asia could release 117 Gt CO2-eq over their lifetime, which is approximately one-quarter of the global carbon budget required to maintain a 50% chance of limiting warming to 1.5°C.","ai_generated":true,"unit":"gem-000227#insight-4","date_modified":"2026-10-23"},{"text":"Gas infrastructure investments face high financial risk of becoming stranded assets due to the rapid decline in renewable energy costs—over 90% since 2009—and the volatility of global LNG prices.","ai_generated":true,"unit":"gem-000227#insight-5","date_modified":"2026-10-23"},{"text":"Public financial institutions continue to support gas expansion in Asia; between 2014 and 2018, 22.4 billion USD in public funding was provided for Asian gas projects, led by the Export-Import Bank of China, JBIC, and the Asian Development Bank.","ai_generated":true,"unit":"gem-000227#insight-6","date_modified":"2026-10-23"}],"climate_tags":["natural gas","liquefied natural gas","gas-fired power station","stranded asset","carbon budget","methane emissions","renewable energy","photovoltaics","wind power","climate finance","carbon neutrality","energy transition"],"geography_discussed":["People's Republic of China","Vietnam","India","Indonesia","Thailand","Japan","South Korea","United States","Bangladesh","Pakistan","Philippines"],"frame_perspective":[],"analysis_type":["infrastructure assessment","financial risk analysis","emissions modeling"]},{"id":"gem-000228","url":"https://climateinsightsdirectory.org/document/gem-000228","title":"アジアのガス固定化 ガスインフラ拡大案は アジアと世界にとり 割に合わない投資","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ja","date_published":"2021-10","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_AsiaGas2021_r8_Japanese_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","climate_tags","analysis_type"],"summary":{"text":"The report argues that the planned $379 billion investment in Asian gas infrastructure is an economically risky and environmentally damaging strategy that threatens the global goal of limiting warming to 1.5°C. It highlights that the scale of planned LNG import capacity in Asia could absorb more than the entire 2020 global LNG trade volume, potentially locking in high emissions for decades. The document contends that renewable energy portfolios, combined with storage and demand-side management, are now more cost-effective and reliable alternatives to gas, rendering new gas projects likely to become stranded assets. It further criticizes the continued role of public financial institutions in funding these projects, urging a shift toward net-zero aligned investments.","ai_generated":true,"unit":"gem-000228#summary","date_modified":"2026-10-23"},"key_insights":[],"climate_tags":["gas-fired power station","methane emissions","carbon budget","stranded asset","renewable energy","energy security","climate finance","Net-zero emissions","energy transition"],"geography_discussed":[],"frame_perspective":[],"analysis_type":["infrastructure assessment","economic risk analysis","emissions modeling","financial tracking"]},{"id":"gem-000229","url":"https://climateinsightsdirectory.org/document/gem-000229","title":"아시아 지역의 가스 개발 확대에 따른 락인 효과","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ko","date_published":"2021-10","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_AsiaGas2021_r8_Korean_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report analyzes the expansion of gas power plants, pipelines, and LNG terminals across East, South, and Southeast Asia, totaling $379 billion in planned investments. It argues that this expansion is incompatible with the 1.5°C climate goal, as the resulting emissions could consume 25% of the global carbon budget. The document highlights the economic risk of these projects becoming stranded assets due to the falling cost of renewable energy and the volatility of LNG prices. It concludes that clean energy portfolios, combining renewables with storage and demand management, are more cost-effective and secure alternatives to gas.","ai_generated":true,"unit":"gem-000229#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Asia is planning $379 billion in new gas infrastructure, comprising $1,890 billion for gas-fired power plants, $54 billion for pipelines, and $136 billion for LNG import and export terminals. These investments risk becoming stranded assets as the global economy transitions to clean energy.","ai_generated":true,"unit":"gem-000229#insight-1","date_modified":"2026-10-23"},{"text":"The scale of gas power expansion in Asia is immense, with 320 GW of capacity under development. This would nearly double the region's gas power capacity and increase global gas power capacity by approximately 20%, matching the combined total of all gas power plants in Europe and Russia.","ai_generated":true,"unit":"gem-000229#insight-2","date_modified":"2026-10-23"},{"text":"Asia is the primary driver of global LNG infrastructure growth, with planned new import terminal capacity of 452 Mtpa, representing 70% of all such facilities under development worldwide. This capacity is sufficient to handle more than the total global LNG trade of 2020.","ai_generated":true,"unit":"gem-000229#insight-3","date_modified":"2026-10-23"},{"text":"The full operation of planned LNG terminals and pipelines in Asia could result in 117 Gt CO2-eq emissions over their lifetime, which represents 25% of the global carbon budget required to limit warming to 1.5°C. If 20-year methane emission estimates are used, this figure rises to 144 Gt CO2-eq, or about one-third of the carbon budget.","ai_generated":true,"unit":"gem-000229#insight-4","date_modified":"2026-10-23"},{"text":"Renewable energy, particularly when combined with storage and demand management, is now a more cost-effective and reliable alternative to gas. In China and India, utility-scale solar PV is the cheapest source of electricity.","ai_generated":true,"unit":"gem-000229#insight-5","date_modified":"2026-10-23"},{"text":"Public financial institutions continue to support gas expansion in Asia. Between 2014 and 2018, $22.4 billion in public funds were invested in gas projects, led by the Export-Import Bank of China, the Japan Bank for International Cooperation (JBIC), and the Asian Development Bank (ADB).","ai_generated":true,"unit":"gem-000229#insight-6","date_modified":"2026-10-23"}],"climate_tags":["natural gas","liquefied natural gas","gas-fired power station","methane emissions","carbon budget","stranded asset","renewable energy","photovoltaics","wind power","energy storage","climate finance","Net-zero emissions","energy transition","energy security"],"geography_discussed":["People's Republic of China","Vietnam","India","Indonesia","Thailand","Bangladesh","South Korea","Japan","Philippines","Pakistan","United States","Europe","Russia"],"frame_perspective":[],"analysis_type":["infrastructure assessment","economic risk analysis","emissions modeling","financial tracking"]},{"id":"gem-000230","url":"https://climateinsightsdirectory.org/document/gem-000230","title":"Lock-in ng Gas sa Asya","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"tl","date_published":"2021-10","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_AsiaGas2021_r8_Tagalog-1_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report identifies a massive planned expansion of gas infrastructure in Asia, totaling US$379 billion, which includes 320 GW of power plants, 63,000 km of pipelines, and 452 mtpa of LNG import capacity. It argues that this expansion would consume approximately one-quarter of the global carbon budget required to limit warming to 1.5°C and warns that these projects are economically risky compared to cheaper renewable alternatives. The document highlights the role of public financing from institutions like the Export-Import Bank of China and the Asian Development Bank in sustaining this growth, while urging a shift toward clean energy portfolios.","ai_generated":true,"unit":"gem-000230#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Asia has plans to invest US$379 billion in new gas infrastructure, comprising US$189 billion for gas-fired power plants, US$54 billion for pipelines, and US$136 billion for LNG import and export terminals.","ai_generated":true,"unit":"gem-000230#insight-1","date_modified":"2026-10-23"},{"text":"The proposed 320 GW of gas-fired power plants in Asia would nearly double the region's gas energy capacity and increase global gas power capacity by one-fifth.","ai_generated":true,"unit":"gem-000230#insight-2","date_modified":"2026-10-23"},{"text":"Asia is the primary driver of the global LNG industry's expansion, with plans for 452 mtpa of new import terminal capacity, representing 70% of the global capacity currently under development.","ai_generated":true,"unit":"gem-000230#insight-3","date_modified":"2026-10-23"},{"text":"The total lifecycle emissions from the proposed gas pipelines and terminals in Asia are estimated at 117 Gt CO2-eq, which is one-quarter of the global carbon budget needed to maintain a 50% chance of limiting warming to 1.5°C.","ai_generated":true,"unit":"gem-000230#insight-4","date_modified":"2026-10-23"},{"text":"China leads planned gas investments in the region with US$131 billion, followed by significant proposed investments in Vietnam, Indonesia, India, Thailand, and Bangladesh.","ai_generated":true,"unit":"gem-000230#insight-5","date_modified":"2026-10-23"},{"text":"Gas infrastructure is increasingly viewed as a financial risk due to the rapid decline in renewable energy costs, which have dropped by over 90% since 2009, potentially turning these projects into stranded assets.","ai_generated":true,"unit":"gem-000230#insight-6","date_modified":"2026-10-23"},{"text":"Public financial institutions provided US$22.4 billion for gas projects in Asia between 2014 and 2018, with the Export-Import Bank of China, Japan Bank for International Cooperation (JBIC), and Asian Development Bank (ADB) as the top funders.","ai_generated":true,"unit":"gem-000230#insight-7","date_modified":"2026-10-23"},{"text":"Renewable energy is presented as a more viable alternative for Asia, as countries like China, India, Vietnam, and Thailand possess solar and wind resources 10 to 100 times greater than their total energy needs.","ai_generated":true,"unit":"gem-000230#insight-8","date_modified":"2026-10-23"}],"climate_tags":["natural gas","liquefied natural gas","gas-fired power station","carbon budget","methane emissions","stranded asset","renewable energy","photovoltaics","wind power","climate finance","Net-zero emissions","Paris Agreement"],"geography_discussed":["People's Republic of China","Vietnam","Indonesia","India","Thailand","Bangladesh","South Korea","Philippines","Japan","Myanmar","Taiwan","Pakistan","United States","Europe","Russia"],"frame_perspective":[],"analysis_type":["infrastructure assessment","economic risk analysis","emissions modeling"]},{"id":"gem-000152","url":"https://climateinsightsdirectory.org/document/gem-000152","title":"NO NEW COAL BY 2021","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2021-09","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/No-New-Coal-by-2021-the-collapse-of-the-global-pipeline_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The global pipeline of proposed coal power plants has collapsed by 76% since the 2015 Paris Agreement, with 1,175GW of projects cancelled. While China remains the largest pursuer of coal, hosting 55% of the remaining pre-construction pipeline, many OECD and non-OECD countries have already committed to or are positioned for 'no new coal'. The report highlights that action by six countries—China, India, Viet Nam, Indonesia, Turkey, and Bangladesh—could remove 82% of the remaining global pre-construction pipeline.","ai_generated":true,"unit":"gem-000152#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The global pre-construction pipeline for coal power plants decreased by 76% between 2015 and July 2021, with 1,175GW of planned projects cancelled.","ai_generated":true,"unit":"gem-000152#insight-1","date_modified":"2026-10-23"},{"text":"A small group of six countries—China, India, Viet Nam, Indonesia, Turkey, and Bangladesh—account for over 80% of the world's remaining pre-construction pipeline; their collective action could eliminate 82% of it.","ai_generated":true,"unit":"gem-000152#insight-2","date_modified":"2026-10-23"},{"text":"China hosts 55% of the global pre-construction pipeline (163GW) and over half of the world's operating coal fleet, although it has cancelled 484GW of projects since the Paris Agreement.","ai_generated":true,"unit":"gem-000152#insight-3","date_modified":"2026-10-23"},{"text":"In the OECD and EU, the coal pipeline has collapsed by 85% since 2015, and 56% of operating capacity has either closed since 2010 or is scheduled for closure by 2030.","ai_generated":true,"unit":"gem-000152#insight-4","date_modified":"2026-10-23"},{"text":"Among non-OECD countries excluding China, the pre-construction pipeline fell by 77% since 2015, with 552GW cancelled compared to 105GW entering operation.","ai_generated":true,"unit":"gem-000152#insight-5","date_modified":"2026-10-23"},{"text":"China is currently the last major provider of public finance for overseas coal projects; ending this support could lead to the cancellation of over 40GW of projects across 20 countries.","ai_generated":true,"unit":"gem-000152#insight-6","date_modified":"2026-10-23"},{"text":"In India, the pre-construction pipeline has decreased by 92% since 2015, with 326GW of projects cancelled, driven by the increasing cost-competitiveness of renewables.","ai_generated":true,"unit":"gem-000152#insight-7","date_modified":"2026-10-23"},{"text":"South-East Asia's coal pipeline decreased by 63% since 2015, with Malaysia becoming the region's first 'no new coal' nation via its Energy Transition Plan 2021-2040.","ai_generated":true,"unit":"gem-000152#insight-8","date_modified":"2026-10-23"},{"text":"Sub-Saharan Africa's pipeline has fallen by 47% since 2015 to 15GW, with Chinese financial institutions involved in 76% of the region's total pipeline (11.4GW).","ai_generated":true,"unit":"gem-000152#insight-9","date_modified":"2026-10-23"},{"text":"South Africa's state utility Eskom is in a financial crisis with approximately $28bn in debt, partly due to cost overruns and delays at the Medupi and Kusile mega-projects.","ai_generated":true,"unit":"gem-000152#insight-10","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","climate finance","renewable energy","Net-zero emissions","power purchase agreement","stranded asset","Carbon Border Adjustment Mechanism","Nationally Determined Contributions"],"geography_discussed":["People's Republic of China","India","Vietnam","Indonesia","Turkey","Bangladesh","United Kingdom","Germany","South Africa","Malaysia","European Union","OECD"],"frame_perspective":[],"analysis_type":["quantitative analysis","policy assessment"]},{"id":"gem-000199","url":"https://climateinsightsdirectory.org/document/gem-000199","title":"The Three Seas Initiative’s Failing Case For Gas","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2021-09","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-2021-Three-Seas-Initiative-Briefing_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The Three Seas Initiative (3SI) is criticized for prioritizing fossil gas infrastructure over renewable energy, which risks locking in emissions beyond 2050 and violating the EU's Climate Law. As of July 2021, fossil gas projects outnumber renewables in the 3SI database by more than two to one. Many of these gas projects are described as 'zombie projects'—outdated relics that have failed to attract financing or remain unutilized, such as the BRUA and Eastring pipelines. The document highlights that EU gas consumption must decline sharply to meet a 55% emissions reduction by 2030. While the 3SI Investment Fund (3SIIF) recently made its first energy investment in solar developer Enery Development, the briefing argues that significant political and financial shifts, including from the US, are needed to catalyze the region's renewable energy potential and align with the 'Fit for 55' package.","ai_generated":true,"unit":"gem-000199#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The Three Seas Initiative (3SI) heavily favors fossil gas over renewable energy, which may lead to the lock-in of gas infrastructure beyond 2050 and conflict with the EU's legal requirement to reduce greenhouse gas emissions by 55% by 2030 and reach net-zero by 2050.","ai_generated":true,"unit":"gem-000199#insight-1","date_modified":"2026-10-23"},{"text":"As of the 6th 3SI Summit in July 2021, the 3SI database contained 38 active energy projects, where fossil gas infrastructure projects (18) outnumbered renewable energy projects (8) by more than two to one.","ai_generated":true,"unit":"gem-000199#insight-2","date_modified":"2026-10-23"},{"text":"Several 3SI gas projects are characterized as 'zombie projects'—outdated plans that have failed to secure financing or are currently idle. Examples include the BRUA pipeline, which has received over €500 million in EU grants and loans but remains unutilized, and the Eastring pipeline, which appears indefinitely postponed.","ai_generated":true,"unit":"gem-000199#insight-3","date_modified":"2026-10-23"},{"text":"The International Energy Agency (IEA) and European Commission indicate that EU gas consumption must drop significantly to meet climate goals; the Commission estimates a 36% decline from 2020 to 2030 is necessary.","ai_generated":true,"unit":"gem-000199#insight-4","date_modified":"2026-10-23"},{"text":"The 3SI Investment Fund (3SIIF) made its first energy sector investment in May 2021 by taking a stake in Enery Development, an Austrian solar plant developer with a portfolio exceeding 2 gigawatts across Romania, Bulgaria, the Czech Republic, Slovakia, and Austria.","ai_generated":true,"unit":"gem-000199#insight-5","date_modified":"2026-10-23"},{"text":"Despite the potential for renewables, National Energy & Climate Plans (NECPs) for some 3SI countries, specifically Bulgaria, the Czech Republic, and Romania, show a slowdown in renewable electricity deployment through 2030.","ai_generated":true,"unit":"gem-000199#insight-6","date_modified":"2026-10-23"},{"text":"The US government has pledged up to $1 billion to 3SI, including $300 million in loans from the US Development Finance Corporation (DFC). The document argues that without a clear shift away from gas, this funding may continue to support Trump-era goals of promoting US fracked gas.","ai_generated":true,"unit":"gem-000199#insight-7","date_modified":"2026-10-23"}],"climate_tags":["natural gas","renewable energy","Net-zero emissions","methane leak","solar energy","wind power","smart grid","battery energy storage system","climate finance","energy transition"],"geography_discussed":["Austria","Bulgaria","Croatia","Czech Republic","Estonia","Hungary","Latvia","Lithuania","Poland","Romania","Slovakia","Slovenia","European Union","United States","Canada","Germany"],"frame_perspective":[],"analysis_type":["policy assessment","infrastructure review"]},{"id":"gem-000182","url":"https://climateinsightsdirectory.org/document/gem-000182","title":"China’s power & steel firms continue to invest in coal even as emissions surge","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2021-08","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Chinas-Power-Steel-Firms-Continue-to-Invest..._11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Despite pledges for carbon neutrality, China's power and steel sectors continued to announce coal-based projects in early 2021. While CO2 emissions growth showed signs of cooling in the second quarter of 2021 due to government controls on financial excesses and industrial output, the volume of new coal projects remains high, risking the creation of stranded assets and undermining 2030 emission reduction targets.","ai_generated":true,"unit":"gem-000182#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"New coal power and steel projects announced in China during the first half of 2021 are estimated to emit 150 million tonnes of CO2 annually, a volume equivalent to the total emissions of the Netherlands. This includes 43 new coal-fired power plant units and 18 new blast furnace projects with a total capacity of 35 million tonnes per year.","ai_generated":true,"unit":"gem-000182#insight-1","date_modified":"2026-10-23"},{"text":"In the first half of 2021, 15GW of new coal power capacity began construction and 24GW of new projects were announced or re-activated, primarily in western provinces such as Guizhou, Sha’anxi, Shanxi, and Inner Mongolia. Simultaneously, clean energy installations decreased, with wind, solar, and nuclear capacity adding 10.8GW, 13.0GW, and 2GW respectively.","ai_generated":true,"unit":"gem-000182#insight-2","date_modified":"2026-10-23"},{"text":"The steel sector announced 35 million tonnes of new coal-based ironmaking capacity in the first half of 2021, exceeding the total for all of 2020. New blast furnace capacity was concentrated in provinces including Shandong, Tianjin, Guangdong, Guangxi, Anhui, and Henan. There has been no progress in increasing the share of DRI or electric arc furnace steelmaking over the last 10 years.","ai_generated":true,"unit":"gem-000182#insight-3","date_modified":"2026-10-23"},{"text":"China's CO2 emissions growth slowed in the second quarter of 2021, with emissions increasing by approximately 1% compared to 2020 and 5% compared to 2019, down from a 9% increase over 2019 levels in the first quarter. This cooling is attributed to government efforts to control industrial output and tighten credit to the construction sector.","ai_generated":true,"unit":"gem-000182#insight-4","date_modified":"2026-10-23"},{"text":"To achieve a 30% reduction in CO2 emissions by 2030, the steel sector's blast furnace output must fall by more than 30% by that date. Current policies of replacing retiring capacity with new blast furnaces risk creating overcapacity and stranded assets.","ai_generated":true,"unit":"gem-000182#insight-5","date_modified":"2026-10-23"},{"text":"Zero-emission power generation only covered 30% of the increase in power demand between the first half of 2019 and the first half of 2021. To meet 2030 emission reduction targets, the share of power demand growth covered by zero-emissions sources must exceed 100% by the end of the decade.","ai_generated":true,"unit":"gem-000182#insight-6","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","carbon neutrality","green hydrogen","wind power","solar energy","nuclear power","carbon dioxide emissions","stranded asset"],"geography_discussed":["Netherlands","Guizhou","Sha’anxi","Shanxi","Inner Mongolia","Shandong","Tianjin","Guangdong","Guangxi","Anhui","Henan"],"frame_perspective":[],"analysis_type":["project pipeline mapping","emissions trend analysis"]}]}