{"query_echo":{"q":"","filters":{"organization":["Global Energy Monitor"]},"warnings":[]},"total":{"value":256,"relation":"eq"},"page":11,"page_size":20,"self":"https://climateinsightsdirectory.org/api/v1/search?organization=global-energy-monitor&page=11","next":"https://climateinsightsdirectory.org/api/v1/search?organization=global-energy-monitor&page=12","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-000232","url":"https://climateinsightsdirectory.org/document/gem-000232","title":"即使排放激增放缓，中国电力和钢铁企业仍不断进行煤炭投资","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"zh","date_published":"2021-08","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_CREA-China-Q2-briefing_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Despite a slowdown in emission growth in Q2 2021, China's power and steel sectors continued to announce significant new coal-based capacity in the first half of the year. The report highlights a contradiction between economic growth driven by construction and decarbonization goals, noting that zero-emission power only met 30% of electricity demand growth between H1 2019 and H1 2021. While government measures to control fiscal overspending and industrial output led to a slowdown in CO2 emission growth in the second quarter, the continued announcement of coal-based projects risks creating stranded assets and hindering the transition to low-carbon technologies.","ai_generated":true,"unit":"gem-000232#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The power sector's transition to clean energy is lagging; between the first half of 2019 and the first half of 2021, zero-emission generation accounted for only 30% of the growth in electricity demand. To meet 2030 emission targets, this proportion must exceed 100% by 2030.","ai_generated":true,"unit":"gem-000232#insight-1","date_modified":"2026-10-23"},{"text":"The steel industry continues to rely on coal, with 35 million tonnes of new coal-based ironmaking capacity announced in H1 2021, exceeding the total capacity announced for the entire year of 2020. There has been no progress in increasing the share of electric arc furnace or direct reduced iron (DRI) steelmaking over the last decade.","ai_generated":true,"unit":"gem-000232#insight-2","date_modified":"2026-10-23"},{"text":"CO2 emission growth slowed in the second quarter of 2021 compared to the first quarter, reflecting the impact of government measures to control industrial output and tighten credit in the construction sector. Q2 emissions rose by approximately 2% compared to 2020 and 6% compared to 2019, whereas Q1 emissions were 9% higher than 2019 levels.","ai_generated":true,"unit":"gem-000232#insight-3","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","iron and steel industry","carbon dioxide emissions","carbon neutrality","renewable energy","wind power","solar energy","nuclear power","green hydrogen","stranded asset"],"geography_discussed":["Netherlands","Guizhou","Shaanxi","Shanxi","Inner Mongolia","Shandong","Tianjin","Guangdong","Guangxi","Anhui","Henan"],"frame_perspective":[],"analysis_type":["mapping analysis","emission trend analysis"]},{"id":"gem-000100","url":"https://climateinsightsdirectory.org/document/gem-000100","title":"Deep Trouble","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2021-06","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/CoalMines_2021_r4_23.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that 2,277 million tonnes per annum (mtpa) of new coal mining capacity is under development globally, with 614 mtpa already under construction. This expansion is heavily concentrated in China, Australia, India, and Russia, which together represent 77% of global development. The authors argue that this trajectory is incompatible with the Paris Agreement, as coal production would need to decline 11% annually through 2030 to limit warming to 1.5°C. If all proposed capacity is realized, 2030 production would be over four times the 1.5°C-compliant pathway. The report also highlights a potential $91 billion USD in stranded assets and significant greenhouse gas emissions, estimated between 5,000 and 5,800 Mt of CO2-equivalent annually from these projects.","ai_generated":true,"unit":"gem-000100#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"There are 432 new coal mine developments and expansion projects currently announced or under development worldwide, totaling 2,277 mtpa of new capacity, of which 614 mtpa is under construction and 1,663 mtpa is in planning.","ai_generated":true,"unit":"gem-000100#insight-1","date_modified":"2026-10-23"},{"text":"Proposed coal mine capacity is highly concentrated, with China, Australia, India, and Russia representing 77% (1,750 mtpa) of global development.","ai_generated":true,"unit":"gem-000100#insight-2","date_modified":"2026-10-23"},{"text":"The development of these new mines contradicts the IEA's net-zero roadmap, which requires no new coal mines or extensions after 2021. If all proposed capacity is realized, 2030 coal production will exceed the 1.5°C-compliant pathway by over four times.","ai_generated":true,"unit":"gem-000100#insight-3","date_modified":"2026-10-23"},{"text":"The proposed coal mine projects face a total stranded asset risk of up to $91 billion USD, with $27 billion USD already fixed in projects currently under construction.","ai_generated":true,"unit":"gem-000100#insight-4","date_modified":"2026-10-23"},{"text":"Annual greenhouse gas emissions from the proposed mines, including combustion and methane leakage, are estimated to be between 5,000 and 5,800 Mt of CO2-equivalent, a level comparable to the annual CO2 emissions of the United States.","ai_generated":true,"unit":"gem-000100#insight-5","date_modified":"2026-10-23"},{"text":"Two-thirds of the proposals (1,471 mtpa) are 'greenfield' developments, indicating an industry preference for breaking ground on new mines that lock in long-term production and emissions.","ai_generated":true,"unit":"gem-000100#insight-6","date_modified":"2026-10-23"},{"text":"Thermal coal remains the dominant type of proposed capacity at 71%, although metallurgical coal for steel-making accounts for 70% of proposed capacity in North America.","ai_generated":true,"unit":"gem-000100#insight-7","date_modified":"2026-10-23"},{"text":"In China, proposed capacity is heavily concentrated in four provinces and regions—Inner Mongolia, Xinjiang, Shaanxi, and Shanxi—which account for approximately 24% (544 mtpa) of the world's proposed capacity.","ai_generated":true,"unit":"gem-000100#insight-8","date_modified":"2026-10-23"},{"text":"The majority of proposed coal mines in India and China are sponsored by state-owned enterprises, meaning taxpayer funds are subsidizing these projects.","ai_generated":true,"unit":"gem-000100#insight-9","date_modified":"2026-10-23"}],"climate_tags":["greenhouse gas emissions","methane leak","stranded asset","Paris Agreement","Net-zero emissions","climate finance"],"geography_discussed":["People's Republic of China","Australia","India","Russia","United States","South Africa","Indonesia","Poland","Turkey","Canada","Colombia","Inner Mongolia","Xinjiang","Shaanxi","Shanxi","Queensland","Jharkhand","Odisha","Chhattisgarh","Kuznetsk Basin","Mpumalanga","East Kalimantan"],"frame_perspective":[],"analysis_type":["quantitative assessment","policy analysis","financial risk assessment"]},{"id":"gem-000235","url":"https://climateinsightsdirectory.org/document/gem-000235","title":"Nervous Money","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2021-06","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_LNGTerminals2021_r7_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report highlights a significant downturn in the LNG sector, characterized by widespread final investment decision (FID) delays, cost overruns, and a shift in perception of LNG from a climate solution to a climate problem. While import capacity continues to expand rapidly, particularly in Asia and Brazil, export projects—especially in North America—are struggling with financing and competition from lower-cost producers in Qatar and Russia.","ai_generated":true,"unit":"gem-000235#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"A significant portion of global LNG export capacity is facing serious disruptions or delays in reaching final investment decisions (FID). As of May 2021, at least 21 export terminals, representing 265 million tonnes per annum (MTPA) or 38% of the 700 MTPA of export capacity under development worldwide, report FID delays or other disruptions.","ai_generated":true,"unit":"gem-000235#insight-1","date_modified":"2026-10-23"},{"text":"North America is the most affected region regarding export project instability, accounting for 64% of global export capacity in construction or pre-construction and 18 of the 26 projects reporting financing difficulties, including 10 of 18 terminals reporting FID delays.","ai_generated":true,"unit":"gem-000235#insight-2","date_modified":"2026-10-23"},{"text":"The perception of LNG has shifted from being a transition fuel to a climate liability, driven by methane leakage and net-zero scenarios. The IEA's 2021 Net Zero by 2050 scenario suggests that inter-regional LNG trade would need to decline from 310 million tonnes in 2020 to approximately 118 million tonnes by 2050.","ai_generated":true,"unit":"gem-000235#insight-3","date_modified":"2026-10-23"},{"text":"Global LNG import capacity is expanding rapidly, with enough projects in construction or pre-construction to increase capacity by 70%. Asia leads this growth, with 70.3% of global regasification capacity in construction or pre-construction, specifically led by China (32%), India (10.6%), and Thailand (7.1%).","ai_generated":true,"unit":"gem-000235#insight-4","date_modified":"2026-10-23"},{"text":"Brazil has become a significant hotspot for LNG import infrastructure following the March 2021 New Gas Law, which ended the monopoly of the state-owned firm Petrobras. There are 13 regasification projects under development in Brazil, 91% of which (37.8 MTPA) are floating storage regasification units (FSRUs).","ai_generated":true,"unit":"gem-000235#insight-5","date_modified":"2026-10-23"},{"text":"The Mozambique LNG Terminal, a US$20 billion project, declared force majeure on April 26, 2021, following an insurgent attack on the town of Palma, illustrating the vulnerability of massive capital projects to political instability.","ai_generated":true,"unit":"gem-000235#insight-6","date_modified":"2026-10-23"},{"text":"High-cost LNG developers, particularly in the U.S. and Canada, face existential threats from lower-cost producers in Qatar and the Russian Arctic, as well as the declining cost of renewable energy alternatives, which are projected to fall by 45% to 55% between 2019 and 2030.","ai_generated":true,"unit":"gem-000235#insight-7","date_modified":"2026-10-23"}],"climate_tags":["liquefied natural gas","methane emissions","carbon neutrality","energy security","renewable energy","climate finance"],"geography_discussed":["North America","People's Republic of China","India","Thailand","Brazil","Mozambique","Qatar","Russia","United States","Canada","Mexico"],"frame_perspective":[],"analysis_type":["infrastructure assessment","financial risk analysis","market trend analysis"]},{"id":"gem-000247","url":"https://climateinsightsdirectory.org/document/gem-000247","title":"PEDAL TO THE METAL","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2021-06","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Pedal-to-the-Metal_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The global steel sector, responsible for 11% of CO2 emissions, remains heavily reliant on carbon-intensive blast furnace-basic oxygen furnace (BF-BOF) pathways. While over 75% of global capacity is now covered by net-zero pledges, the report warns of significant stranded asset risks—estimated between 47 and 70 billion USD—due to the continued construction of BF-BOF plants. The analysis emphasizes a transition toward electric arc furnaces (EAF), green hydrogen-based direct reduced iron (DRI), and carbon capture, utilization, and storage (CCUS), while leveraging existing global overcapacity to retire inefficient plants.","ai_generated":true,"unit":"gem-000247#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The global steel industry is a major emitter, accounting for 11% of carbon dioxide emissions and 7% of greenhouse gas emissions globally.","ai_generated":true,"unit":"gem-000247#insight-1","date_modified":"2026-10-23"},{"text":"The blast furnace-basic oxygen furnace (BF-BOF) pathway is the most carbon-intensive method and dominates both current operations and new developments; it represents 61.3% of operating capacity and 65% of capacity under development where the technology is known.","ai_generated":true,"unit":"gem-000247#insight-2","date_modified":"2026-10-23"},{"text":"China, Japan, and India are the leading producers of steel. China alone accounts for 51% (1,023 mtpa) of the capacity tracked in the Global Steel Plant Tracker.","ai_generated":true,"unit":"gem-000247#insight-3","date_modified":"2026-10-23"},{"text":"Global steelmaking capacity is approximately 25% higher than actual production, creating an opportunity to retire older, polluting plants without disrupting supply. Overcapacity as a percentage of production in 2020 was 26.6% for EU27+UK, 23.7% for Japan, 20.0% for the US, and between 13.5% and 20.0% for China.","ai_generated":true,"unit":"gem-000247#insight-4","date_modified":"2026-10-23"},{"text":"The industry faces a stranded asset risk of 47–70 billion USD for carbon-intensive plants currently under development if low-emissions technologies reach commercial scale as projected.","ai_generated":true,"unit":"gem-000247#insight-5","date_modified":"2026-10-23"},{"text":"More than 75% of global steel capacity is now subject to net-zero or low-emissions commitments from countries or companies.","ai_generated":true,"unit":"gem-000247#insight-6","date_modified":"2026-10-23"},{"text":"Decarbonization requires shifting capacity to electric arc furnaces (EAF), outfitting remaining BF-BOFs with best available technology (BAT), and scaling novel technologies like hydrogen-DRI and CCUS.","ai_generated":true,"unit":"gem-000247#insight-7","date_modified":"2026-10-23"},{"text":"Green hydrogen-based DRI is a key net-zero option, but no commercial-scale plants are currently operating. A pilot project, HYBRIT, began in Sweden in August 2020 with a goal of a 1 Mt H2 / year plant by 2025.","ai_generated":true,"unit":"gem-000247#insight-8","date_modified":"2026-10-23"},{"text":"Carbon capture, use, and storage (CCUS) is an available technology for natural gas-based DRI, with the Emirates Steel plant in Abu Dhabi operating a project since 2016 capable of capturing 800 ttpa CO2.","ai_generated":true,"unit":"gem-000247#insight-9","date_modified":"2026-10-23"}],"climate_tags":["iron and steel industry","decarbonization","green hydrogen","stranded asset","carbon price","sustainable procurement"],"geography_discussed":["People's Republic of China","India","Japan","European Union","United States","South Korea","Sweden","United Arab Emirates"],"frame_perspective":[],"analysis_type":["capacity assessment","technological roadmap analysis","financial risk assessment","policy review"]},{"id":"gem-000080","url":"https://climateinsightsdirectory.org/document/gem-000080","title":"繁荣与衰落","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"zh","date_published":"2021-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2021_Chinese_final_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2020, global coal power capacity grew by 12.5 GW for the first time since 2015, driven primarily by China, which accounted for 76% of new commissions. While the US and EU saw record retirements, China's new capacity of 38.4 GW offset these gains. Meanwhile, South and Southeast Asian nations, including Indonesia, Vietnam, and the Philippines, significantly reduced their planned coal pipelines due to financing difficulties and the falling cost of renewables. The report concludes that current global trajectories remain far from the IPCC 1.5C pathway, which would require the cancellation or retirement of an additional 1,350 GW by 2030.","ai_generated":true,"unit":"gem-000080#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China's coal expansion in 2020 was fueled by provincial governments using coal projects to stimulate the economy following COVID-19 slowdowns, supported by relaxed central government approval restrictions and increased lending for large projects.","ai_generated":true,"unit":"gem-000080#insight-1","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","climate finance","renewable energy","decarbonization","carbon neutrality","emission intensity"],"geography_discussed":["United States","European Union","India","South Korea","Turkey","Australia","Egypt","South Africa","Chile"],"frame_perspective":[],"analysis_type":["quantitative analysis","trend analysis","policy assessment"]},{"id":"gem-000081","url":"https://climateinsightsdirectory.org/document/gem-000081","title":"BOOM AND BUST 2021","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2021-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2021_final_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2020, a significant increase in coal plant development in China offset a global retreat from coal, leading to the first increase in global coal capacity since 2015. While China commissioned 38.4 GW of new capacity, the rest of the world saw a decline of 17.2 GW, driven by record retirements in the U.S. and EU27. South and Southeast Asian nations, including Indonesia, Bangladesh, the Philippines, and Vietnam, announced plans to cut up to 62 GW of planned coal power due to falling renewable costs and financing difficulties. Despite these regional shifts, the report finds that global coal capacity remains far above the levels required to meet the IPCC 1.5 degree pathway, with an estimated 1,350 GW needing to be cancelled or retired.","ai_generated":true,"unit":"gem-000081#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China's coal expansion in 2020 reversed a five-year global decline in coal capacity development, with China commissioning 38.4 GW of new plants, which represented 76% of the global total of 50.3 GW.","ai_generated":true,"unit":"gem-000081#insight-1","date_modified":"2026-10-23"},{"text":"Outside of China, the global coal fleet declined by 17.2 GW in 2020, led by retirements in the U.S. (11.3 GW), the EU27 (10.1 GW), and the UK (3.3 GW).","ai_generated":true,"unit":"gem-000081#insight-2","date_modified":"2026-10-23"},{"text":"South and Southeast Asian countries—specifically Indonesia, Bangladesh, the Philippines, and Vietnam—announced plans to cut up to 62.0 GW of planned coal power, reducing their pre-construction pipeline by 80% compared to 2015 levels.","ai_generated":true,"unit":"gem-000081#insight-3","date_modified":"2026-10-23"},{"text":"Coal retirements in the U.S. reached record levels during the Trump administration, with 52.4 GW retired between 2017 and 2020, exceeding the 48.9 GW retired during Obama's second term.","ai_generated":true,"unit":"gem-000081#insight-4","date_modified":"2026-10-23"},{"text":"India's coal fleet grew by only 0.7 GW in 2020, the lowest increase since 2004, as the country faces low capacity factors and competition from cheaper solar and wind energy.","ai_generated":true,"unit":"gem-000081#insight-5","date_modified":"2026-10-23"},{"text":"Global coal capacity is not aligned with the IPCC 1.5 degree pathway; approximately 1,350 GW of capacity must be cancelled or retired to meet these emission budgets.","ai_generated":true,"unit":"gem-000081#insight-6","date_modified":"2026-10-23"},{"text":"Financial institutions are increasingly restricting coal financing, though 'ratio-based' policies and corporate loans from Chinese and Japanese banks still allow significant funding to flow to coal developers.","ai_generated":true,"unit":"gem-000081#insight-7","date_modified":"2026-10-23"},{"text":"In the EU27, retirements reached a record 10.1 GW in 2020, with Spain retiring half of its coal fleet (4.8 GW).","ai_generated":true,"unit":"gem-000081#insight-8","date_modified":"2026-10-23"}],"climate_tags":["coal power","energy transition","climate finance","renewable energy","carbon neutrality","emission intensity","Paris Agreement"],"geography_discussed":["People's Republic of China","United States","European Union","India","Indonesia","Vietnam","Philippines","Bangladesh","Japan","South Korea","Turkey","South Africa","Zimbabwe","Egypt","Mexico","Chile","Brazil","Dominican Republic"],"frame_perspective":[],"analysis_type":["capacity tracking","policy assessment","financial analysis"]},{"id":"gem-000082","url":"https://climateinsightsdirectory.org/document/gem-000082","title":"BOOM AND BUST 2021","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"id","date_published":"2021-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2021_Indonesian_final_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2020, global coal-fired power capacity increased by 12.5 GW, driven primarily by China, which operated 38.4 GW of new capacity. This offset record closures in the US (11.3 GW) and EU27 (10.1 GW). While China's development grew as an economic stimulus during the pandemic, other Asian nations like Indonesia, Vietnam, Bangladesh, and the Philippines announced plans to cancel up to 62 GW of planned projects due to falling renewable costs and financing difficulties. The report concludes that current global trajectories remain far from the 1.5°C warming limit, with approximately 1,350 GW of capacity needing to be cancelled or closed to meet IPCC targets.","ai_generated":true,"unit":"gem-000082#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China's rapid expansion of coal power in 2020 reversed a global downward trend, resulting in the first increase in global coal capacity since 2015.","ai_generated":true,"unit":"gem-000082#insight-1","date_modified":"2026-10-23"},{"text":"China accounted for 76% of the world's new coal capacity in 2020, operating 38.4 GW of new plants, while the global fleet outside China decreased by 17.2 GW.","ai_generated":true,"unit":"gem-000082#insight-2","date_modified":"2026-10-23"},{"text":"Coal plant closures in the United States reached record levels during the Trump administration, with 52.4 GW closed between 2017 and 2020.","ai_generated":true,"unit":"gem-000082#insight-3","date_modified":"2026-10-23"},{"text":"Four Asian countries—Indonesia, Bangladesh, the Philippines, and Vietnam—announced plans to cancel up to 62 GW of previously planned coal capacity.","ai_generated":true,"unit":"gem-000082#insight-4","date_modified":"2026-10-23"},{"text":"India's coal fleet growth reached its lowest level since 2004 in 2020, with a net increase of only 0.7 GW after accounting for 1.3 GW of closures.","ai_generated":true,"unit":"gem-000082#insight-5","date_modified":"2026-10-23"},{"text":"The EU27 saw record closures of 10.1 GW in 2020, with Spain closing half of its coal fleet (4.8 GW of 9.6 GW).","ai_generated":true,"unit":"gem-000082#insight-6","date_modified":"2026-10-23"},{"text":"To align with the 1.5°C warming limit, approximately 1,350 GW of coal capacity must be cancelled or closed, including 500 GW in China and 450 GW in OECD countries.","ai_generated":true,"unit":"gem-000082#insight-7","date_modified":"2026-10-23"},{"text":"Financial institutions are increasingly restricting coal funding, though significant debt financing (nearly US$500 billion in the first three quarters of 2020) still flows to coal developers, primarily from Chinese and Japanese banks.","ai_generated":true,"unit":"gem-000082#insight-8","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","decarbonization","climate finance","renewable energy","emission intensity","carbon neutrality","Paris Agreement"],"geography_discussed":["People's Republic of China","United States","European Union","India","Indonesia","Vietnam","Bangladesh","Philippines","Japan","South Korea","Turkey","Australia","South Africa","Zimbabwe","Egypt","Brazil","Chile","Mexico"],"frame_perspective":[],"analysis_type":["trend analysis","policy assessment","financial analysis"]},{"id":"gem-000083","url":"https://climateinsightsdirectory.org/document/gem-000083","title":"活況と不況 世界の石炭火力発電所の計画追跡","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ja","date_published":"2021-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2021_Japanese_final_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2020, global coal capacity increased by 12.5 GW, driven by China's addition of 38.4 GW, which offset 37.8 GW of closures globally, primarily in the US and EU. While China saw a surge in new plans and construction as economic stimulus, other regions—particularly South and Southeast Asia—experienced significant project cancellations due to funding difficulties and the rise of renewables. The report highlights a widening gap between current global trajectories and the IPCC 1.5°C pathway, noting that substantial further closures are required to meet climate goals.","ai_generated":true,"unit":"gem-000083#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal-fired power capacity saw a net increase of 12.5 GW in 2020, as China's new operational capacity of 38.4 GW offset a total of 37.8 GW in global closures.","ai_generated":true,"unit":"gem-000083#insight-1","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","carbon neutrality","renewable energy","climate finance","decarbonization","emission intensity","solar energy","wind power"],"geography_discussed":["South Korea"],"frame_perspective":[],"analysis_type":["capacity tracking","policy analysis","financial analysis"]},{"id":"gem-000084","url":"https://climateinsightsdirectory.org/document/gem-000084","title":"รุ่งเรืองแล้วร่วงโรย","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"th","date_published":"2021-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2021_THAI_Final_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report highlights a global divergence in coal energy: while most of the world is decommissioning coal plants due to financial pressures and climate goals, China significantly increased its capacity in 2020. In 2020, China's new coal capacity of 38.4 GW nearly offset the total global decommissioning of 37.8 GW. Meanwhile, Southeast Asian and South Asian nations like Indonesia, Vietnam, Bangladesh, and the Philippines have moved to cancel or review plans for 62 GW of coal capacity. The US saw record decommissioning under Donald Trump, and the EU continues to phase out coal. However, the report warns that current trajectories, especially in China, make the IPCC's 1.5°C warming limit unattainable without massive cancellations of planned projects.","ai_generated":true,"unit":"gem-000084#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"In 2020, China's rapid expansion of coal-fired power plants almost entirely neutralized global efforts to reduce coal capacity. China added 38.4 GW of new capacity, while the rest of the world decommissioned 37.8 GW, resulting in a net global increase of 12.5 GW.","ai_generated":true,"unit":"gem-000084#insight-1","date_modified":"2026-10-23"},{"text":"Several Southeast and South Asian countries—Indonesia, Bangladesh, Philippines, and Vietnam—have moved to cancel or review coal plans totaling 62 GW. This represents an 80% reduction compared to the 125.5 GW planned in 2015.","ai_generated":true,"unit":"gem-000084#insight-2","date_modified":"2026-10-23"},{"text":"Financial support for coal is declining globally, but loopholes remain. While many banks have restrictions, some commercial banks—including Barclays, Citi, and JPMorgan Chase—continue to support coal companies, and Japanese banks often provide funding for 'Ultra Supercritical' technology.","ai_generated":true,"unit":"gem-000084#insight-3","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","climate finance","renewable energy","greenhouse gas emissions","Net-zero emissions"],"geography_discussed":["People's Republic of China","United States","European Union","India","Indonesia","Vietnam","Bangladesh","Philippines","Turkey","Egypt"],"frame_perspective":[],"analysis_type":["trend analysis","policy assessment","financial analysis"]},{"id":"gem-000085","url":"https://climateinsightsdirectory.org/document/gem-000085","title":"YÜKSELIŞ VE ÇÖKÜŞ 2021","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"tr","date_published":"2021-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2021_Turkish_final_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report highlights a global divergence in coal power: while the US, EU, and parts of Asia are seeing record retirements and project cancellations, China's significant increase in new capacity in 2020 led to a net global growth of 12.5 GW. The document argues that current national trajectories remain far from the IPCC 1.5°C pathway, which would require the cancellation or retirement of 1,350 GW of capacity.","ai_generated":true,"unit":"gem-000085#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"In 2020, global coal-fired power capacity grew by 12.5 GW because China's new capacity additions outweighed total retirements in the rest of the world. China accounted for 76% of the world's new coal capacity in 2020, adding 38.4 GW.","ai_generated":true,"unit":"gem-000085#insight-1","date_modified":"2026-10-23"},{"text":"The United States experienced record retirements during the Trump administration (2017–2020), with 52.4 GW of capacity retired, surpassing the 48.9 GW retired during Obama's second term. Despite President Biden's goal to decarbonize the energy sector by 2035, only one-third (76.6 GW) of the current 233.6 GW coal fleet has existing retirement plans by that date.","ai_generated":true,"unit":"gem-000085#insight-2","date_modified":"2026-10-23"},{"text":"South and Southeast Asia are seeing a collapse in planned coal projects. Indonesia, Bangladesh, the Philippines, and Vietnam have moved to cancel projects totaling 62 GW of capacity. Consequently, pre-construction planning capacity in these four countries is projected to drop 80% from 125.5 GW in 2015 to 25.2 GW.","ai_generated":true,"unit":"gem-000085#insight-3","date_modified":"2026-10-23"},{"text":"In Turkey, the stock of coal power projects decreased by 38% in 2020 compared to 2019, falling from 33.2 GW to 20.4 GW. For the first time in history, Turkey's operational coal capacity decreased, dropping from 19.5 GW in 2019 to 18.1 GW in 2020.","ai_generated":true,"unit":"gem-000085#insight-4","date_modified":"2026-10-23"},{"text":"Global coal capacity is not aligned with the IPCC 1.5°C pathway. To meet this budget, 1,350 GW of capacity would need to be cancelled or retired: 450 GW in OECD countries, 500 GW in China, and 400 GW in the rest of the world. Without accelerated closures, projected 2030 capacity is approximately 2,400 GW, compared to the 1,100 GW required by the 1.5°C pathway.","ai_generated":true,"unit":"gem-000085#insight-5","date_modified":"2026-10-23"},{"text":"Financial institutions are increasingly restricting coal funding, but loopholes remain. While the Japan Bank for International Cooperation (JBIC) announced it would no longer fund overseas coal projects, other banks like BlackRock maintain significant investments in coal companies by using 'ratio-based' policies.","ai_generated":true,"unit":"gem-000085#insight-6","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","decarbonization","climate finance","Paris Agreement","renewable energy","carbon dioxide emissions"],"geography_discussed":["People's Republic of China","India","Turkey","Vietnam","Philippines","Japan","South Korea","Australia","Egypt","South Africa","Zimbabwe"],"frame_perspective":[],"analysis_type":["quantitative assessment","policy analysis","financial tracking"]},{"id":"gem-000086","url":"https://climateinsightsdirectory.org/document/gem-000086","title":"BÙNG NỔ VÀ THOÁI TRÀO 2021","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"vi","date_published":"2021-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2021_VN_final_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report highlights a global divergence in coal power: while most of the world saw record closures and project cancellations, China experienced a significant boom in new capacity, offsetting global declines. In 2020, China's new coal capacity reached 38.4 GW, accounting for 76% of the global total. Conversely, the US and EU27 led in closures, with 11.3 GW and 10.1 GW retired respectively. In South and Southeast Asia, countries like Vietnam, Indonesia, the Philippines, and Bangladesh announced plans to cut up to 62 GW of planned coal capacity due to funding difficulties and the falling cost of renewables. The report also notes that global coal capacity is far exceeding the levels required to meet the IPCC's 1.5°C warming limit, with a projected 2,400 GW by 2030 compared to the required 1,100 GW.","ai_generated":true,"unit":"gem-000086#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China's rapid expansion of coal power in 2020 offset closures in the rest of the world, leading to the first increase in total global new coal capacity since 2015. China added 38.4 GW of new capacity, representing 76% of the global total of 50.3 GW.","ai_generated":true,"unit":"gem-000086#insight-1","date_modified":"2026-10-23"},{"text":"Global coal plant closures reached a record high of 37.8 GW in 2020, with the United States (11.3 GW) and the EU27 (10.1 GW) being the primary contributors.","ai_generated":true,"unit":"gem-000086#insight-2","date_modified":"2026-10-23"},{"text":"In South and Southeast Asia, Indonesia, Bangladesh, the Philippines, and Vietnam planned to cancel projects totaling 62 GW, reducing their combined pre-construction pipeline from 125.5 GW in 2015 to approximately 25.2 GW.","ai_generated":true,"unit":"gem-000086#insight-3","date_modified":"2026-10-23"},{"text":"The United States saw record coal retirements under President Donald Trump, with 52.4 GW closed during his term compared to 48.9 GW during Barack Obama's second term. President Joe Biden has committed to a carbon-free power sector by 2035, though current plans only account for closing one-third of operating capacity (76.6 GW of 233.6 GW) by that date.","ai_generated":true,"unit":"gem-000086#insight-4","date_modified":"2026-10-23"},{"text":"India's coal expansion has slowed significantly, with only 0.7 GW net increase in 2020. Proposed new capacity dropped nearly 90% from 238.2 GW in 2015 to 29.3 GW in 2020, driven by the competitiveness of solar and wind power.","ai_generated":true,"unit":"gem-000086#insight-5","date_modified":"2026-10-23"},{"text":"Global coal capacity projections for 2030 are approximately 2,400 GW, which is significantly higher than the 1,100 GW limit required by the IPCC to maintain a 1.5°C temperature increase. To meet this goal, 1,350 GW of capacity must be cancelled or closed.","ai_generated":true,"unit":"gem-000086#insight-6","date_modified":"2026-10-23"},{"text":"Financial institutions are increasingly restricting coal funding, with 73 new restrictions reported in 2020. However, significant funding still flows through corporate loans and guarantees, particularly from Chinese and Japanese banks.","ai_generated":true,"unit":"gem-000086#insight-7","date_modified":"2026-10-23"},{"text":"Vietnam's coal capacity grew rapidly since 2015, but the government is now shifting toward renewables. The draft Power Development Plan 8 (PDP8) proposes reducing coal capacity to 37 GW by 2030, a 51% decrease from the 75 GW planned in PDP7.","ai_generated":true,"unit":"gem-000086#insight-8","date_modified":"2026-10-23"}],"climate_tags":["coal power","energy transition","climate finance","renewable energy","carbon neutrality","greenhouse gas emissions","Grid decarbonization","Paris Agreement"],"geography_discussed":["People's Republic of China","United States","European Union","Vietnam","India","Indonesia","Philippines","Bangladesh","South Korea","Japan","Turkey","Australia","South Africa","Egypt","Zimbabwe","Mexico","Chile"],"frame_perspective":[],"analysis_type":["quantitative analysis","policy review","financial assessment"]},{"id":"gem-000212","url":"https://climateinsightsdirectory.org/document/gem-000212","title":"EUROPE GAS TRACKER REPORT 2021","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2021-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-Europe-Gas-Tracker-Report-2021_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that the EU is planning a 35% increase in gas import capacity through pipelines and LNG terminals, costing an estimated €87 billion. This expansion is argued to be unnecessary for security of supply and contradictory to the EU's climate goals, creating a significant risk of stranded assets and emissions lock-in. While public financing from the EIB and EU grants has historically catalyzed these projects, the report notes a shift toward phasing out such support, though private finance and initiatives like the Three Seas Initiative continue to pose risks of further fossil gas entrenchment.","ai_generated":true,"unit":"gem-000212#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Building all gas infrastructure currently in construction or pre-construction phases would increase the EU's net gas import capacity by 222 billion cubic meters per year (bcm/y), representing a 35% increase.","ai_generated":true,"unit":"gem-000212#insight-1","date_modified":"2026-10-23"},{"text":"The total estimated cost for future gas infrastructure in the EU is €87 billion, consisting of €21 billion for projects under construction and €66 billion for proposed projects. This investment creates an €87 billion stranded asset risk and threatens to lock in emissions beyond 2050.","ai_generated":true,"unit":"gem-000212#insight-2","date_modified":"2026-10-23"},{"text":"The expansion of gas import capacity is deemed unnecessary for security of supply. A 2020 Artelys analysis concluded that existing infrastructure is sufficient to meet various demand scenarios, even during extreme supply disruptions lasting a year.","ai_generated":true,"unit":"gem-000212#insight-3","date_modified":"2026-10-23"},{"text":"Public financing has been a critical catalyst for gas projects, with identified public funding exceeding private funding by a ratio of approximately 2:1. However, the European Investment Bank (EIB) is phasing out investment in gas infrastructure, and revisions to the TEN-E regulation are expected to end support for gas investments.","ai_generated":true,"unit":"gem-000212#insight-4","date_modified":"2026-10-23"},{"text":"To meet the target of reducing emissions by 55% by 2030, fossil gas consumption in the EU would need to decline by 36% from 2020 to 2030, requiring an immediate annual decline rate of more than 4%.","ai_generated":true,"unit":"gem-000212#insight-5","date_modified":"2026-10-23"},{"text":"Alternative methane sources, such as biogas and synthetic methane, are not expected to fully replace fossil gas. Projections suggest they would replace at most one-quarter of current fossil gas use by 2050.","ai_generated":true,"unit":"gem-000212#insight-6","date_modified":"2026-10-23"},{"text":"Since early 2020, gas infrastructure projects worth €5.1 billion have been cancelled or shelved, and another €24.8 billion worth of projects have been delayed due to factors including economic uncertainty, environmental assessments, and U.S. sanctions.","ai_generated":true,"unit":"gem-000212#insight-7","date_modified":"2026-10-23"}],"climate_tags":["natural gas","Net-zero emissions","stranded asset","climate finance","biogas","hydrogen","carbon capture and storage","greenhouse gas emissions"],"geography_discussed":["Germany","Russia","Croatia","Poland","Norway","Romania","Georgia","Greece","Israel","Cyprus","Italy","Algeria","Nigeria","Spain","Morocco"],"frame_perspective":[],"analysis_type":["infrastructure assessment","financial analysis","policy alignment review"]},{"id":"gem-000251","url":"https://climateinsightsdirectory.org/document/gem-000251","title":"Pipeline Bubble","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2021-02","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Pipeline-Bubble-2021_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report identifies a $1 trillion stranded asset risk associated with 212,000 km of planned oil and gas pipeline expansions. It highlights that gas dominates new developments, with 82.7% of pipelines in development carrying gas. The U.S. and China are leading in capacity and length growth, respectively. The document argues that this expansion is incompatible with net-zero commitments and will lock in significant CO2 emissions, while noting a trend of increasing social and legal opposition to such projects.","ai_generated":true,"unit":"gem-000251#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Planned expansions of the global oil and gas transmission pipeline system, totaling 212,000 km, represent a capital expenditure of US$1 trillion and face a high risk of becoming stranded assets due to carbon neutrality commitments by major economies.","ai_generated":true,"unit":"gem-000251#insight-1","date_modified":"2026-10-23"},{"text":"Pipelines currently under construction or in pre-construction are projected to enable a lifetime increase in CO2 emissions of 170 gigatonnes, which is only 15% less than the projected lifetime emissions of the existing global coal plant fleet.","ai_generated":true,"unit":"gem-000251#insight-2","date_modified":"2026-10-23"},{"text":"Natural gas is the dominant fuel for new pipeline development, accounting for 82.7% of all pipelines in development globally and 18 of the 20 longest projects.","ai_generated":true,"unit":"gem-000251#insight-3","date_modified":"2026-10-23"},{"text":"The United States is the world's leading developer of pipelines by capacity, with 19.6 million barrels of oil equivalent per day in development, which the report identifies as a major climate risk.","ai_generated":true,"unit":"gem-000251#insight-4","date_modified":"2026-10-23"},{"text":"China is conducting a massive 32,800-km expansion of its pipeline network, with the newly formed company PipeChina expected to become the world's largest builder of gas pipelines.","ai_generated":true,"unit":"gem-000251#insight-5","date_modified":"2026-10-23"},{"text":"Financial restrictions on midstream infrastructure are significantly lagging behind restrictions on upstream extraction; while 50 major financial institutions restrict tar sands or Arctic extraction, only four have restricted pipelines.","ai_generated":true,"unit":"gem-000251#insight-6","date_modified":"2026-10-23"},{"text":"The Permian Basin has seen US$102.3 billion in debt financing since 2014 for pipelines and export terminals, involving over 100 financial institutions, despite a structural overbuild and declining production levels.","ai_generated":true,"unit":"gem-000251#insight-7","date_modified":"2026-10-23"},{"text":"Pipeline development is increasingly facing a loss of 'social license' due to intense opposition from indigenous groups, landowners, and climate activists, leading to project delays or cancellations.","ai_generated":true,"unit":"gem-000251#insight-8","date_modified":"2026-10-23"}],"climate_tags":["stranded asset","Carbon lock-in","greenhouse gas emissions","climate finance","fossil-fuel divestment","carbon neutrality","carbon budget","energy transition","shale gas","oil sands"],"geography_discussed":["United States","People's Republic of China","Russia","India","European Union","Africa","Canada","Nigeria","Australia","Iran","Uganda","Tanzania","Mexico","Argentina","Peru","Colombia","Bangladesh"],"frame_perspective":[],"analysis_type":["infrastructure survey","financial risk assessment","climate impact analysis"]},{"id":"gem-000195","url":"https://climateinsightsdirectory.org/document/gem-000195","title":"THE GAS INDEX","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2020-12-15","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Gas-Index-report-2020_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The Gas Index finds that methane leakage across the U.S. natural gas supply chain is significantly more extensive than EPA estimates, particularly within city distribution systems and buildings. The report argues that replacing gas heating with electric heat pumps would reduce emissions in every city evaluated, with the greatest benefits occurring where electricity grids are decarbonized.","ai_generated":true,"unit":"gem-000195#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Methane leakage across the U.S. natural gas supply chain is substantially higher than the estimates provided in the Environmental Protection Agency’s (EPA) Greenhouse Gas Inventory. All 71 cities evaluated in the Gas Index showed higher life cycle leakage rates than the EPA's estimates, with some exceeding them by more than four times.","ai_generated":true,"unit":"gem-000195#insight-1","date_modified":"2026-10-23"},{"text":"Leakage from production areas is the largest single contributor to methane emissions in the oil and gas system. The Gas Index estimates an average leakage rate of 2.3% in production areas, based on studies covering approximately 90% of gas production in the contiguous U.S.","ai_generated":true,"unit":"gem-000195#insight-2","date_modified":"2026-10-23"},{"text":"City-level infrastructure is a major source of leakage, with distribution mains estimated to leak nearly five times more than EPA figures. Additionally, commercial sector gas meters were found to leak approximately six times more than EPA estimates, with a rate of about 0.5% of all gas passing through them.","ai_generated":true,"unit":"gem-000195#insight-3","date_modified":"2026-10-23"},{"text":"The report identifies 'behind-the-meter' leakage—emissions from pipes and appliances within buildings—as a significant source often omitted from national inventories. Research indicates residential buildings leak around 0.5% of consumed gas, while commercial buildings leak about 0.25%.","ai_generated":true,"unit":"gem-000195#insight-4","date_modified":"2026-10-23"},{"text":"Switching from natural gas heating to electric heat pumps would result in emissions reductions in every city evaluated by the Gas Index. These reductions are further amplified if the electricity sector meets existing city and state commitments for 100% clean electricity.","ai_generated":true,"unit":"gem-000195#insight-5","date_modified":"2026-10-23"}],"climate_tags":["methane leak","natural gas","greenhouse gas inventory","Building electrification","heat pump","climate change","decarbonization"],"geography_discussed":["California","New York"],"frame_perspective":[],"analysis_type":["life cycle analysis","comparative analysis","predictive modeling"]},{"id":"gem-000198","url":"https://climateinsightsdirectory.org/document/gem-000198","title":"Gas Bubble 2020","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2020-07","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GasBubble_2020_r3_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that global LNG terminal capacity under construction more than doubled between 2019 and 2020, increasing capital expenditure from $82.8 billion to $196.1 billion. This expansion is primarily driven by North American efforts to create new markets, but faces significant headwinds from the COVID-19 pandemic, falling gas prices, and intensifying opposition. The authors argue that the 'bridge fuel' narrative is undermined by high methane leakage rates, with some estimates suggesting LNG-powered electricity can have a global warming impact up to 16% higher than coal. Furthermore, the report highlights a high failure rate for proposed export projects (61% since 2014) and the risk of stranded assets as renewables become more cost-competitive.","ai_generated":true,"unit":"gem-000198#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global LNG terminal capacity under construction more than doubled in the year preceding the report, with total capital expenditure rising from $82.8 billion to $196.1 billion.","ai_generated":true,"unit":"gem-000198#insight-1","date_modified":"2026-10-23"},{"text":"The expansion of LNG is heavily led by North America; terminals in development would place the region in a position of global leadership. Specifically, the U.S. and Canada have 60.2 MTPA under construction, and the region as a whole has 368.5 MTPA in pre-construction development, representing 68% of the global total.","ai_generated":true,"unit":"gem-000198#insight-2","date_modified":"2026-10-23"},{"text":"The portrayal of fossil gas as a 'bridge fuel' is challenged by methane leakage. In the U.S., the overall leakage is estimated at 2.3%, and in the Permian basin, it is 3.7%. Consequently, the global warming impact of a new LNG-supplied gas plant compared to a new coal plant can range from 29% lower to 16% higher.","ai_generated":true,"unit":"gem-000198#insight-3","date_modified":"2026-10-23"},{"text":"Proposed LNG export terminal projects have a high failure rate, with 61% of projects proposed between 2014 and 2020 being cancelled or abandoned. This is attributed to a combination of low gas prices, pandemic disruptions, and organized opposition.","ai_generated":true,"unit":"gem-000198#insight-4","date_modified":"2026-10-23"},{"text":"Floating storage and regasification units (FSRUs) are marketed to developing countries for their speed and lower upfront costs, but they have a 65% failure rate since 2016 and higher operating costs than onshore terminals after 6 to 12 years. They are also susceptible to extreme weather, as seen in Bangladesh and Malta.","ai_generated":true,"unit":"gem-000198#insight-5","date_modified":"2026-10-23"},{"text":"Financial institutions are facing increasing risks of stranded assets. While some banks like BNP Paribas and UniCredit have introduced restrictions on fracked gas, the European Investment Bank announced it would end nearly all funding for fossil fuel projects after 2021, with some exceptions for EU Projects of Common Interest.","ai_generated":true,"unit":"gem-000198#insight-6","date_modified":"2026-10-23"}],"climate_tags":["liquefied natural gas","methane emissions","greenhouse gas emissions","stranded asset","climate finance","renewable energy","energy transition"],"geography_discussed":["United States","Canada","People's Republic of China","Japan","Europe","Ireland","Sweden","Croatia","Bangladesh","Malta"],"frame_perspective":[],"analysis_type":["infrastructure tracking","economic risk assessment","environmental impact analysis"]},{"id":"gem-000028","url":"https://climateinsightsdirectory.org/document/gem-000028","title":"简报：2020 年 6 月 中国出现新的煤电热潮 新燃煤电厂的审批和规划在加速","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"zh","date_published":"2020-06","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/A-New-Coal-Boom-in-China_Mandarin_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Between January 1 and June 15, 2020, China experienced a surge in coal power development, with 17.0 GW of capacity approved and 40.8 GW planned. This trend is driven by local government efforts to stimulate GDP and economic growth following the COVID-19 pandemic, rather than actual energy demand. The report highlights that China already faces an estimated 400 GW of excess coal capacity, and this new expansion contradicts global trends and IPCC targets to limit warming to 1.5°C.","ai_generated":true,"unit":"gem-000028#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China's coal power capacity under development reached 249.6 GW by June 15, 2020, representing a 21% increase from the 2019 year-end figure of 205.9 GW. This total exceeds the existing coal capacity of either the United States (246.2 GW) or India (229.0 GW).","ai_generated":true,"unit":"gem-000028#insight-1","date_modified":"2026-10-23"},{"text":"From January 1 to June 15, 2020, China approved 17.0 GW of coal power, which is more than the combined new capacity added in 2018 and 2019 (12.0 GW). Of these approvals, 7.9 GW are designated as support power for long-distance ultra-high voltage transmission lines from western regions to coastal demand centers, while the remainder is expected to worsen existing overcapacity.","ai_generated":true,"unit":"gem-000028#insight-2","date_modified":"2026-10-23"},{"text":"The resurgence in coal development is attributed to flawed incentives, including local governments attempting to boost GDP data and a lack of due diligence by state banks. This is occurring despite an estimated 400 GW of existing excess coal capacity and a decline in average utilization rates from 60% in 2011 to 49% in 2019.","ai_generated":true,"unit":"gem-000028#insight-3","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","renewable energy","photovoltaics","wind power","climate finance","carbon dioxide emissions"],"geography_discussed":["United States","India","Southeast Asia","World"],"frame_perspective":[],"analysis_type":["capacity assessment","policy analysis"]},{"id":"gem-000179","url":"https://climateinsightsdirectory.org/document/gem-000179","title":"A New Coal Boom in China","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2020-06","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/China-coal-plant-brief-June-2020Eng_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Between January 1 and June 15, 2020, China saw a significant increase in coal plant development, with 249.6 GW of capacity under development, a 21% increase over end-2019. This boom is driven by economic stimulus efforts to offset COVID-19 impacts and a relaxation of the central government's 'traffic light policy', despite an existing estimated 400 GW of excess coal-fired capacity. While some new plants are intended for long-distance transmission to the coast, the majority risk exacerbating the country's overcapacity crisis and hindering global climate targets.","ai_generated":true,"unit":"gem-000179#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China experienced a surge in coal plant development in the first half of 2020, reaching 249.6 GW of capacity under development (comprising 97.8 GW under construction and 151.8 GW in planning), which represents a 21% increase compared to the 205.9 GW recorded at the end of 2019.","ai_generated":true,"unit":"gem-000179#insight-1","date_modified":"2026-10-23"},{"text":"Permitting for new coal capacity accelerated rapidly in early 2020; between January 1 and June 15, China permitted 17.0 GW of new capacity, exceeding the total permitted during both 2018 and 2019 combined (12.0 GW).","ai_generated":true,"unit":"gem-000179#insight-2","date_modified":"2026-10-23"},{"text":"The resurgence in coal development is attributed to economic stimulus goals to offset COVID-19 impacts, a race for market share, and the relaxation of the 'traffic light policy', which saw the number of regions allowed to permit new plants increase from three in 2016 to 19 in 2020.","ai_generated":true,"unit":"gem-000179#insight-3","date_modified":"2026-10-23"},{"text":"China is facing a severe coal power overcapacity crisis, with an estimated 400 GW of excess capacity. The average thermal power plant utilization rate fell to 49% in 2019, down from 60% in 2011.","ai_generated":true,"unit":"gem-000179#insight-4","date_modified":"2026-10-23"},{"text":"China's continued coal expansion contradicts global trends and IPCC targets, which state that coal power must decrease by 80% by 2030 to limit global warming to 1.5°C.","ai_generated":true,"unit":"gem-000179#insight-5","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","renewable energy","photovoltaics","wind power","climate finance","greenhouse gas emissions"],"geography_discussed":["United States","India","South Africa","Inner Mongolia","Southeast Asia","South Asia"],"frame_perspective":[],"analysis_type":["assessment","trend analysis"]},{"id":"gem-000240","url":"https://climateinsightsdirectory.org/document/gem-000240","title":"GAMBLING ON GAS","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2020-06","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/JapanLNG_2020_r2_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Between January 2017 and June 2020, Japanese public and private institutions provided at least US$23.4 billion in financing for LNG infrastructure across 10 countries. The report argues that the original rationales for this policy—energy security, climate friendliness, and economic viability—are now flawed due to the vulnerability of supply chains exposed by COVID-19, the high global warming potential of methane leakages, and the declining costs of renewable energy. It highlights that major Japanese banks (MUFG, Mizuho, and SMBC) provided the bulk of this funding, while five major trading companies saw a combined year-on-year profit drop of US$625 million in LNG-related businesses by March 2020. The document concludes that continuing to fund LNG infrastructure risks creating stranded assets and contradicts the UN's Principles for Responsible Banking.","ai_generated":true,"unit":"gem-000240#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"From January 2017 to June 2020, Japanese public and private entities provided at least US$23.4 billion in financing for LNG infrastructure, including terminals, tankers, and pipelines across 10 countries. This total consists of US$5.0 billion from public institutions and US$18.4 billion from private institutions.","ai_generated":true,"unit":"gem-000240#insight-1","date_modified":"2026-10-23"},{"text":"Japanese private financiers dominated the funding, with the 'big three' multinational commercial banks—Mitsubishi UFJ Financial Group (MUFG), Mizuho, and Sumitomo Mitsui Banking Corporation (SMBC)—accounting for 65.7% of all public and private funding during the 2017–2020 period.","ai_generated":true,"unit":"gem-000240#insight-2","date_modified":"2026-10-23"},{"text":"The report argues that the energy security rationale for LNG is flawed, citing a period in late April 2020 where Japan reportedly had only a two-week stockpile of LNG due to COVID-19 disruptions.","ai_generated":true,"unit":"gem-000240#insight-3","date_modified":"2026-10-23"},{"text":"From a climate perspective, the report states that methane leakages in the supply chain and the energy required for liquefaction and transport negate the carbon dioxide advantages of gas over coal, meaning new infrastructure will worsen the climate crisis.","ai_generated":true,"unit":"gem-000240#insight-4","date_modified":"2026-10-23"},{"text":"Economic shifts have made renewables more competitive than gas; a 2019 Rocky Mountain Institute study found clean energy portfolios cheaper than 90% of proposed gas-fired power capacity in the US, and the IEA projected that offshore wind could meet Japan's total power demand by over ninefold by 2040.","ai_generated":true,"unit":"gem-000240#insight-5","date_modified":"2026-10-23"},{"text":"Five major Japanese trading companies—Itochu Corporation, Marubeni, Mitsubishi Corporation, Mitsui & Co., and Sojitz Corporation—experienced a combined year-on-year profit decrease of US$625 million in their LNG-related businesses for the fiscal year ending March 31, 2020.","ai_generated":true,"unit":"gem-000240#insight-6","date_modified":"2026-10-23"},{"text":"Japanese investments in US LNG projects were partially motivated by a desire to improve diplomatic relations with the Trump administration and address criticisms of Japan's trade surplus.","ai_generated":true,"unit":"gem-000240#insight-7","date_modified":"2026-10-23"},{"text":"Significant financial risks remain with approximately US$190 billion in capital outlays for over a dozen major LNG projects still under development or construction involving Japanese interests.","ai_generated":true,"unit":"gem-000240#insight-8","date_modified":"2026-10-23"}],"climate_tags":["liquefied natural gas","methane leak","offshore wind power","renewable energy","climate finance","stranded asset","Paris Agreement","energy security","decarbonization"],"geography_discussed":["United States","Australia","Russia","Mozambique","Canada","Nigeria","Papua New Guinea","Indonesia","Sri Lanka","Mexico","Brazil","France","Germany","Senegal","Panama","Bangladesh"],"frame_perspective":[],"analysis_type":["financial analysis","policy review","climate impact assessment"]},{"id":"gem-000241","url":"https://climateinsightsdirectory.org/document/gem-000241","title":"天然ガスへの賭け","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ja","date_published":"2020-06","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/JapanLNG_r2_Japanese_LR_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Between January 2017 and June 2020, Japanese public and private institutions provided at least $23.4 billion in funding for LNG infrastructure across 10 countries. The report argues that this strategy, led by the Ministry of Economy, Trade and Industry (METI), is flawed due to the high carbon footprint of LNG, the falling cost of renewable energy, and market volatility exacerbated by the COVID-19 pandemic. It highlights significant financial risks, including potential stranded assets and declining profits for major Japanese trading houses, and calls for an immediate shift toward clean energy investments.","ai_generated":true,"unit":"gem-000241#summary","date_modified":"2026-10-23"},"key_insights":[],"climate_tags":["liquefied natural gas","climate finance","energy security","methane emissions","renewable energy","offshore wind power","stranded asset","energy transition","greenhouse gas emissions"],"geography_discussed":["Australia","Indonesia","Mexico","Sri Lanka","Germany","France","Panama","Senegal","Bangladesh","Brazil"],"frame_perspective":[],"analysis_type":["financial analysis","policy review","environmental impact assessment"]},{"id":"gem-000115","url":"https://climateinsightsdirectory.org/document/gem-000115","title":"Japan’s Continued Support for Ultra-Supercritical Coal Power is Outdated","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2020-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-Briefing-on-Japan-coal-policy_April2020_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Japan has provided over US$17.5 billion in public finance for 21 GW of coal power abroad since 2013, often justifying this by claiming to support \"best available technologies\" like ultra-supercritical plants. However, the document asserts that these plants are still too polluting to meet Paris Agreement goals and that Japan's withdrawal would not prevent the use of inferior technologies, as China and South Korea are also major funders. Furthermore, the briefing notes that Japanese-funded overseas projects often use inferior emission controls compared to domestic standards and that coal is increasingly an unsafe investment compared to cheaper solar and wind power.","ai_generated":true,"unit":"gem-000115#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Since 2013, Japanese public financial institutions have reached financial closure on over 21 GW of coal power abroad, totaling more than US$17.5 billion, with an additional 3.7 GW under negotiation costing nearly US$4.4 billion.","ai_generated":true,"unit":"gem-000115#insight-1","date_modified":"2026-10-23"},{"text":"The Japanese government's justification that it only supports \"best available technologies\" is contradicted by the IPCC's Special Report on 1.5°C, which indicates that meeting Paris Agreement goals requires a two-thirds to four-fifths reduction in unabated coal power—including ultra-supercritical plants—by 2030.","ai_generated":true,"unit":"gem-000115#insight-2","date_modified":"2026-10-23"},{"text":"Data on coal power currently under negotiation shows that only 32% of the capacity Japan is considering funding is ultra-supercritical technology, which is significantly lower than the shares for South Korea (45%) and China (48%).","ai_generated":true,"unit":"gem-000115#insight-3","date_modified":"2026-10-23"},{"text":"Overseas coal projects supported by Japan often use emission control techniques that are far inferior to those used in Japan, resulting in emissions of nitrogen oxides, sulfur dioxide, and dust that are up to 13, 33, and 40 times higher, respectively.","ai_generated":true,"unit":"gem-000115#insight-4","date_modified":"2026-10-23"},{"text":"Coal power is considered an unsafe investment because new solar and wind power are now cheaper to build than new coal in all major global markets, making new coal plants likely to become underutilized assets operating at a loss.","ai_generated":true,"unit":"gem-000115#insight-5","date_modified":"2026-10-23"}],"climate_tags":["coal power","climate finance","public finance","Paris Agreement","carbon capture and storage","air pollution","solar energy","wind power"],"geography_discussed":["People's Republic of China","South Korea","Australia","Pakistan","Zimbabwe"],"frame_perspective":[],"analysis_type":["policy analysis","financial analysis"]}]}