{"query_echo":{"q":"","filters":{"organization":["Global Energy Monitor"]},"warnings":[]},"total":{"value":256,"relation":"eq"},"page":12,"page_size":20,"self":"https://climateinsightsdirectory.org/api/v1/search?organization=global-energy-monitor&page=12","next":"https://climateinsightsdirectory.org/api/v1/search?organization=global-energy-monitor&page=13","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-000252","url":"https://climateinsightsdirectory.org/document/gem-000252","title":"RISIKO INVESTASI BATU BARA LUAR NEGERI KOREA SELATAN MENINGKAT Karena Pemberi Pinjaman Menghindari Batu Bara dan COVID-19 Menyebabkan Keterlambatan konstruksi, Institusi pendanaan milik negara Korea Selatan berpotensi menghadapi Asset Terbengkalai senilai hampir $6 Miliar","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"id","date_published":"2020-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/SKRisks-Bahasa_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"South Korean state-owned financial institutions have invested US$5.6 billion in overseas coal-fired power plants since 2013, primarily in Vietnam and Indonesia. These investments face significant risks of becoming stranded assets as renewable energy costs drop and private lenders withdraw from coal. The document notes that new coal plants in Southeast Asia may operate for less than five years before becoming economically unviable. Additionally, the COVID-19 pandemic has disrupted construction schedules and reduced electricity demand. These trends conflict with the South Korean Democratic Party's Green New Deal, which calls for phasing out public coal funding. Specific high-risk projects include the Jawa 9 and 10 plants in Indonesia, for which US$232.5 million in funding is under consideration.","ai_generated":true,"unit":"gem-000252#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"South Korean state-owned financial institutions, including the Export-Import Bank of Korea, Korea Trade Insurance, Korean Development Bank, and KEPCO, have invested US$5.6 billion in overseas coal-fired power plants since 2013.","ai_generated":true,"unit":"gem-000252#insight-1","date_modified":"2026-10-23"},{"text":"The primary recipients of South Korean public coal funding are Vietnam (US$4.3 billion) and Indonesia (US$1.2 billion), with Chile receiving US$100 million.","ai_generated":true,"unit":"gem-000252#insight-2","date_modified":"2026-10-23"},{"text":"Coal plants in Southeast Asia face a high risk of becoming stranded assets because solar and wind power are projected to be cheaper to build than operating existing coal plants by 2028.","ai_generated":true,"unit":"gem-000252#insight-3","date_modified":"2026-10-23"},{"text":"The South Korean Democratic Party's Green New Deal manifesto calls for the gradual elimination of state support for coal power both domestically and abroad, which contradicts proposed loans of US$232 million for the Jawa 9 and 10 projects in Indonesia.","ai_generated":true,"unit":"gem-000252#insight-4","date_modified":"2026-10-23"},{"text":"The COVID-19 pandemic has increased economic pressure on coal by reducing electricity demand and causing construction delays at 15 documented locations.","ai_generated":true,"unit":"gem-000252#insight-5","date_modified":"2026-10-23"},{"text":"In Vietnam, the government reduced its 2030 coal target from 75,000 MW to 55,000 MW due to public pressure and the growth of renewables, with solar capacity reaching 5,500 MW in 2019.","ai_generated":true,"unit":"gem-000252#insight-6","date_modified":"2026-10-23"},{"text":"In Indonesia, pre-construction planning for coal projects fell by 47% from mid-2016 to 2019, and President Joko Widodo has signaled an intent to move away from coal dependency.","ai_generated":true,"unit":"gem-000252#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","stranded asset","renewable energy","solar energy","wind power","climate finance","Green New Deal","energy transition","public finance"],"geography_discussed":["Vietnam","Indonesia","Chile","South Africa","United States","Southeast Asia"],"frame_perspective":[],"analysis_type":["financial risk assessment","policy analysis"]},{"id":"gem-000253","url":"https://climateinsightsdirectory.org/document/gem-000253","title":"RISKS GROW FOR SOUTH KOREA’S OVERSEAS COAL INVESTMENTS WITH PRIVATE FUNDERS AVOIDING COAL AND COVID-19 CREATING CONSTRUCTION DELAYS, SOUTH KOREA’S PUBLIC FINANCE INSTITUTIONS FACE NEARLY $6 BILLION IN POTENTIAL STRANDED ASSETS","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/SKRisks-English-R5_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"South Korean public finance institutions have invested $5.6 billion in overseas coal plants, primarily in Vietnam and Indonesia, creating a significant risk of stranded assets. This trend persists despite the Democratic Party's Green New Deal promising a phase-out of such financing and a global decline in private coal funding. The economic viability of coal is deteriorating as solar and wind power costs fall, with projections that renewables will be cheaper than existing coal in Southeast Asia by 2028. Additionally, the COVID-19 pandemic has depressed electricity demand and caused construction delays, further destabilizing these investments.","ai_generated":true,"unit":"gem-000253#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"South Korean public finance institutions, including the Export-Import Bank of Korea, Korea Trade Insurance, Korean Development Bank, and KEPCO, have invested $5.6 billion in overseas coal-fired power plants since 2013. The primary recipients of this funding are Vietnam ($4.3 billion) and Indonesia ($1.2 billion), followed by Chile ($100 million).","ai_generated":true,"unit":"gem-000253#insight-1","date_modified":"2026-10-23"},{"text":"There is a high risk of stranded assets for new coal projects in Southeast Asia because solar PV and onshore wind are projected to be cheaper to build than running existing coal plants by 2028. Consequently, a plant entering operation in 2024 might operate for less than five years before becoming economically unviable.","ai_generated":true,"unit":"gem-000253#insight-2","date_modified":"2026-10-23"},{"text":"South Korea's public financing of coal contradicts the Democratic Party's Green New Deal, which includes a commitment to phase out public support for both domestic and overseas coal.","ai_generated":true,"unit":"gem-000253#insight-3","date_modified":"2026-10-23"},{"text":"The COVID-19 pandemic has exacerbated the risks for coal investments by depressing electricity demand and causing construction delays. In Indonesia, the pandemic led to force majeure declarations at six plant locations and affected 11,136 MW of construction across Indonesia, Vietnam, and the Philippines.","ai_generated":true,"unit":"gem-000253#insight-4","date_modified":"2026-10-23"},{"text":"Private financial institutions are increasingly avoiding coal; at least 130 major global financial institutions have restricted thermal coal funding, and analysts report an 80% decline in coal financing between 2010 and 2018.","ai_generated":true,"unit":"gem-000253#insight-5","date_modified":"2026-10-23"},{"text":"Specific high-risk projects under consideration or funding include the Jawa-9 and Jawa-10 plants in Indonesia, where Korean public lenders' exposure could reach $1.55 billion, and the Vung Ang-2 plant in Vietnam, where KEPCO is considering acquiring a 40% share.","ai_generated":true,"unit":"gem-000253#insight-6","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","stranded asset","renewable energy","photovoltaics","offshore wind power","climate finance","Green New Deal","energy transition","air pollution"],"geography_discussed":["Vietnam","Indonesia","Philippines","South Africa","Chile","United States"],"frame_perspective":[],"analysis_type":["financial risk assessment","policy analysis"]},{"id":"gem-000254","url":"https://climateinsightsdirectory.org/document/gem-000254","title":"브리핑: 2020 년 4 월 한국의 해외 석탄 투자 위험이 커지다","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"ko","date_published":"2020-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/SKRisks-Korean-R5_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"South Korean public financial institutions face up to $6 billion in stranded asset risks due to investments in overseas coal power plants, particularly in Indonesia and Vietnam. This trend contradicts the South Korean government's 'Green New Deal' policy to phase out public funding for coal. The economic viability of coal is declining as solar and wind power costs drop, and the COVID-19 pandemic has further disrupted construction schedules and reduced electricity demand. Specific high-risk projects include the Jawa 9 and 10 plants in Indonesia and the Bung Ang 2 plant in Vietnam. Meanwhile, private financial institutions and several Southeast Asian nations are increasingly transitioning away from coal toward renewables.","ai_generated":true,"unit":"gem-000254#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"South Korean public financial institutions have invested $5.6 billion in overseas coal-fired power plants that are either under construction or operational, with significant exposure in Vietnam ($4.3 billion), Indonesia ($1.2 billion), and Chile ($100 million).","ai_generated":true,"unit":"gem-000254#insight-1","date_modified":"2026-10-23"},{"text":"The South Korean government's 'Green New Deal' policy, announced in March 2020 by the Democratic Party of Korea, aims to phase out public funding for both domestic and overseas coal, which directly conflicts with ongoing funding efforts for the Jawa 9 and 10 plants in Indonesia.","ai_generated":true,"unit":"gem-000254#insight-2","date_modified":"2026-10-23"},{"text":"Economic modeling suggests that by 2028, installing new solar and onshore wind capacity in Southeast Asia will be cheaper than operating existing coal plants, meaning coal plants starting construction in 2020 may have an operational life of less than five years.","ai_generated":true,"unit":"gem-000254#insight-3","date_modified":"2026-10-23"},{"text":"The COVID-19 pandemic has exacerbated the financial instability of coal projects by lowering electricity demand and causing construction delays; Global Energy Monitor identified 15 coal plants negatively impacted by the pandemic.","ai_generated":true,"unit":"gem-000254#insight-4","date_modified":"2026-10-23"},{"text":"In Indonesia, South Korean public financial institutions (KDB, Korea Eximbank) are considering participating in $2.3 billion of financing for the 2,000 MW Jawa 9 and 10 projects, with South Korean loan portions potentially reaching $1.55 billion.","ai_generated":true,"unit":"gem-000254#insight-5","date_modified":"2026-10-23"},{"text":"Vietnam is rapidly transitioning to renewables, with solar capacity growing from 134 MW in 2018 to an estimated 5,500 MW in 2019, and a target of 6,000 MW of offshore wind by 2030.","ai_generated":true,"unit":"gem-000254#insight-6","date_modified":"2026-10-23"},{"text":"The financial crisis of Doosan Heavy Industries, which received 1 trillion won in emergency funding from KDB and Korea Eximbank in March 2020, is attributed to its heavy reliance on coal power equipment (70-80% of revenue) rather than just the pandemic.","ai_generated":true,"unit":"gem-000254#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","stranded asset","renewable energy","solar energy","wind power","offshore wind power","Green New Deal","climate finance","energy transition","public finance"],"geography_discussed":["Indonesia","Vietnam","Chile","South Africa","Philippines","United States","Southeast Asia"],"frame_perspective":[],"analysis_type":["financial risk assessment","policy analysis"]},{"id":"gem-000073","url":"https://climateinsightsdirectory.org/document/gem-000073","title":"繁荣与衰落","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"zh","date_published":"2020-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2020_Chinese-1_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that while global coal capacity grew by 34.1 GW in 2019, this was primarily driven by China, as capacity in the rest of the world continued to shrink. Global coal plant utilization hit a record low of 51% in 2019. The report highlights a shift in financing, with Western commercial banks largely exiting project finance for coal, while Japanese and Chinese public finance continue to support new developments. Significant retirements occurred in the US and EU, though some OECD nations like Japan and South Korea continue to develop new capacity.","ai_generated":true,"unit":"gem-000073#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal-fired power plant capacity saw a net increase of 34.1 GW in 2019, marking the first net increase since 2015. This growth was heavily concentrated in China, which accounted for 64% (43.8 GW) of the 68.3 GW of new capacity commissioned globally.","ai_generated":true,"unit":"gem-000073#insight-1","date_modified":"2026-10-23"},{"text":"Excluding China, global coal capacity has shrunk for two consecutive years, as retirements (27.2 GW) exceeded new commissions (24.5 GW).","ai_generated":true,"unit":"gem-000073#insight-2","date_modified":"2026-10-23"},{"text":"The United States and European Union saw significant retirements in 2019. The US retired 16.5 GW, the second-highest level on record, while the EU's retirements ranked fourth highest historically.","ai_generated":true,"unit":"gem-000073#insight-3","date_modified":"2026-10-23"},{"text":"Japan has become the largest driver of new coal plant construction among OECD members, with 11.9 GW under development domestically and 24.7 GW supported by public finance overseas.","ai_generated":true,"unit":"gem-000073#insight-4","date_modified":"2026-10-23"},{"text":"There is a notable shift in financing: no commercial banks from Australia, Europe, or the US provided direct project financing for coal plants starting construction in 2019. However, Japanese commercial banks and Chinese public finance continue to provide support.","ai_generated":true,"unit":"gem-000073#insight-5","date_modified":"2026-10-23"},{"text":"China's coal capacity continues to increase due to previous over-permitting between 2014 and 2016, leading to overcapacity. Consequently, 40% of coal plants commissioned in 2019 were downgraded to emergency backup power.","ai_generated":true,"unit":"gem-000073#insight-6","date_modified":"2026-10-23"},{"text":"Capacity in the pre-construction phase has declined globally, falling from 1,152.5 GW in 2015 to 299.6 GW in 2019, an 82% decrease.","ai_generated":true,"unit":"gem-000073#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","climate finance","public finance","project finance","Paris Agreement"],"geography_discussed":["United States","European Union","Japan","Southeast Asia","Africa","Latin America","Turkey","South Korea","Vietnam","Indonesia","Philippines","Bangladesh","South Africa","Colombia","Dominican Republic"],"frame_perspective":[],"analysis_type":["quantitative analysis","trend analysis","geographic comparison"]},{"id":"gem-000074","url":"https://climateinsightsdirectory.org/document/gem-000074","title":"Boom and Bust 2020","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2020-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2020_English_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that while the global coal fleet grew by 34.1 GW in 2019, this was primarily driven by China, as the fleet outside China shrank for the second consecutive year. Most leading indicators of growth, including construction starts and pre-permit development, continued to decline globally. The report highlights a shift in financing, with Western commercial banks exiting project finance for coal, while Chinese public finance and Indian state-backed institutions continue to support new capacity. Despite these trends, the report argues that coal power use must fall by 80% by 2030 to align with the 1.5C warming limit of the Paris climate agreement.","ai_generated":true,"unit":"gem-000074#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The global coal fleet experienced a net increase of 34.1 GW in 2019, marking the first net capacity increase since 2015. This growth was heavily skewed toward China, which accounted for 64% (43.8 GW) of the 68.3 GW of newly commissioned capacity. Conversely, the global coal fleet outside of China shrank for the second year in a row.","ai_generated":true,"unit":"gem-000074#insight-1","date_modified":"2026-10-23"},{"text":"Global coal power utilization reached a record low in 2019, with plants operating at an average of 51% of their available operating hours. This coincided with a 3% global decline in coal power generation compared to 2018, with significant drops in the EU (\u001324%) and the US (\u001316%).","ai_generated":true,"unit":"gem-000074#insight-2","date_modified":"2026-10-23"},{"text":"The pipeline for new coal capacity is contracting. Global capacity under construction and in pre-construction development fell from 1,468 GW in 2015 to 499.2 GW in 2019. Construction starts decreased by two-thirds from 72.4 GW in 2015 to 24.3 GW in 2019.","ai_generated":true,"unit":"gem-000074#insight-3","date_modified":"2026-10-23"},{"text":"In China, a permitting boom between 2014 and 2016 led to an increase in plants entering operation in 2019. However, 40% (17.9 GW) of the 43.8 GW commissioned in 2019 were relegated to emergency back-up status, indicating that capacity additions are exceeding demand.","ai_generated":true,"unit":"gem-000074#insight-4","date_modified":"2026-10-23"},{"text":"Coal plant retirements in the US reached their second highest level on record in 2019 at 16.5 GW. Retirements under the Trump administration averaged 13.7 GW per year, a 67% increase compared to the 8.2 GW annual average during the Obama administration.","ai_generated":true,"unit":"gem-000074#insight-5","date_modified":"2026-10-23"},{"text":"Financial support for new coal projects is shifting from private to public sources. No Australian, European, or US commercial banks provided direct project financing for construction starts in 2019. In contrast, the Export-Import Bank of China supported 15% (2.8 GW) of construction starts outside China, and Indian projects relied heavily on state-controlled entities like the Power Finance Corporation (PFC) and Rural Electrification Corporation (REC).","ai_generated":true,"unit":"gem-000074#insight-6","date_modified":"2026-10-23"},{"text":"Japan is the primary driver of new coal power within the OECD. It has 11.9 GW under domestic development and is behind 24.7 GW of coal power abroad via public finance. This domestic development could increase the lifetime CO2 emissions of Japan's existing coal fleet by 50%.","ai_generated":true,"unit":"gem-000074#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal power","energy transition","climate finance","carbon dioxide emissions","renewable energy","Paris Agreement","Coal phase-out","stranded asset"],"geography_discussed":["People's Republic of China","India","United States","European Union","Japan","Turkey","Indonesia","Vietnam","Bangladesh","Pakistan","South Africa","Egypt","OECD"],"frame_perspective":[],"analysis_type":["trend analysis","capacity tracking","financial analysis"]},{"id":"gem-000075","url":"https://climateinsightsdirectory.org/document/gem-000075","title":"Boom & Bust 2020","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"id","date_published":"2020-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2020_Indonesian_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that while global coal capacity grew by 34.1 GW in 2019, this was primarily driven by China, where 68.3 GW of new capacity began operating. Outside China, the global coal fleet shrank for the second consecutive year. Pre-construction pipelines are declining globally, with significant drops in India, Southeast Asia, Africa, and Latin America. In OECD countries, capacity has declined since 2011, though Japan remains a major driver of new coal power. Financing is becoming more restrictive, with no direct project finance from major US, European, or Australian banks for 2019 constructions, although public financing from China and India continues to support new projects.","ai_generated":true,"unit":"gem-000075#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The global coal fleet grew by 34.1 GW in 2019, marking the first net capacity increase since 2015, though this growth was almost entirely due to China.","ai_generated":true,"unit":"gem-000075#insight-1","date_modified":"2026-10-23"},{"text":"Outside of China, the global coal fleet has shrunk for two consecutive years because the number of plant closures exceeded the number of new plants starting operation.","ai_generated":true,"unit":"gem-000075#insight-2","date_modified":"2026-10-23"},{"text":"Global coal power generation decreased by 3% in 2019 compared to 2018, resulting in a record low average global utilization rate of 51%.","ai_generated":true,"unit":"gem-000075#insight-3","date_modified":"2026-10-23"},{"text":"The pipeline for pre-construction coal capacity is shrinking globally, with significant reductions in India (50%), Southeast Asia (22%), Africa (40%), and Latin America (60%) between 2018 and 2019.","ai_generated":true,"unit":"gem-000075#insight-4","date_modified":"2026-10-23"},{"text":"In the US, coal plant closures increased by 67% under the Trump administration (averaging 13.7 GW per year) compared to the Obama administration (averaging 8.2 GW per year).","ai_generated":true,"unit":"gem-000075#insight-5","date_modified":"2026-10-23"},{"text":"Japan is currently the largest driver of new coal power in the OECD, developing 11.9 GW domestically and financing 24.7 GW abroad.","ai_generated":true,"unit":"gem-000075#insight-6","date_modified":"2026-10-23"},{"text":"China's coal capacity continues to exceed demand, leading the central government to designate 40% of new capacity that began operating in 2019 as emergency reserves to limit its use.","ai_generated":true,"unit":"gem-000075#insight-7","date_modified":"2026-10-23"},{"text":"Direct project financing for coal construction starting in 2019 was absent from commercial banks in Australia, Europe, and the US.","ai_generated":true,"unit":"gem-000075#insight-8","date_modified":"2026-10-23"},{"text":"Public financing from China remains a critical source for international coal projects, with the Export-Import Bank of China supporting 2.8 GW of new construction outside China in 2019.","ai_generated":true,"unit":"gem-000075#insight-9","date_modified":"2026-10-23"},{"text":"In India, new coal construction in 2019 relied heavily on state-controlled financing through the Power Finance Corporation (PFC) and Rural Electrification Corporation (REC).","ai_generated":true,"unit":"gem-000075#insight-10","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","climate finance","energy transition","carbon dioxide emissions","renewable energy","Paris Agreement"],"geography_discussed":["People's Republic of China","India","United States","European Union","Japan","Turkey","Southeast Asia","Africa","Latin America","Indonesia","Vietnam","Philippines","Pakistan","Bangladesh","South Africa","Egypt"],"frame_perspective":[],"analysis_type":["trend analysis","capacity assessment","financial analysis"]},{"id":"gem-000076","url":"https://climateinsightsdirectory.org/document/gem-000076","title":"活況と不況 2020： 世界の石炭火力発電所の計画の追跡","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ja","date_published":"2020-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2020_Japanese_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that while global coal capacity increased by 34.1 GW in 2019—driven primarily by China—overall planning and construction are declining globally. It highlights a significant shift in the OECD, where the US and EU are accelerating closures, while Japan remains a major supporter of new coal projects both domestically and abroad. The document also notes a critical gap between current trends and the IPCC's requirement to reduce coal power by 80% by 2030 to limit warming to 1.5°C.","ai_generated":true,"unit":"gem-000076#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal-fired power capacity saw a net increase of 34.1 GW in 2019, the first such increase since 2015. This was driven by 68.3 GW of new capacity coming online, with China accounting for nearly two-thirds (43.8 GW) of that total. Excluding China, global coal capacity has decreased for two consecutive years.","ai_generated":true,"unit":"gem-000076#insight-1","date_modified":"2026-10-23"},{"text":"Global coal generation decreased by 3% in 2019 compared to 2018, with the average global capacity factor falling to a record low of 51%. This decline was most pronounced in the EU (-24%) and the US (-16%).","ai_generated":true,"unit":"gem-000076#insight-2","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","climate finance","carbon dioxide emissions","stranded asset","renewable energy"],"geography_discussed":["European Union","India","Bangladesh"],"frame_perspective":[],"analysis_type":["trend analysis","capacity tracking","financial analysis"]},{"id":"gem-000077","url":"https://climateinsightsdirectory.org/document/gem-000077","title":"붐앤버스트 2020: 국제 석탄발전소 추이 조사","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ko","date_published":"2020-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2020_Korean_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that while global coal capacity saw a net increase of 34.1 GW in 2019 due to Chinese additions, overall indicators for new projects have declined for four consecutive years. It highlights a significant shift in the OECD, where closures in the US and EU are outpacing new builds, and notes that Japan has become the most active OECD nation in new coal development. The document also details the increasing role of public finance from China, Japan, and South Korea in funding overseas coal projects as commercial banks withdraw support. In China, capacity continues to grow despite low average utilization rates of around 50% and government efforts to limit new permits.","ai_generated":true,"unit":"gem-000077#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"In the OECD, coal capacity has generally declined since 2011. The US saw significant closures in 2019 (16.5 GW), with the average annual closure rate under President Trump (13.7 GW) being 67% higher than under President Obama (8.2 GW).","ai_generated":true,"unit":"gem-000077#insight-1","date_modified":"2026-10-23"},{"text":"Japan is currently the most active OECD country in new coal development, pursuing 11.9 GW of domestic capacity and investing public funds in 24.7 GW of overseas coal power.","ai_generated":true,"unit":"gem-000077#insight-2","date_modified":"2026-10-23"},{"text":"China's coal capacity continues to expand despite oversupply; in 2019, 40% of the capacity that entered trial operation was restricted to emergency reserve use.","ai_generated":true,"unit":"gem-000077#insight-3","date_modified":"2026-10-23"},{"text":"Commercial banks in the US, EU, and Australia provided no direct financing for new coal plant construction in 2019, leading to an increased reliance on public finance from China, Japan, and South Korea.","ai_generated":true,"unit":"gem-000077#insight-4","date_modified":"2026-10-23"},{"text":"South Korea has provided over $10 billion through three public financial institutions from 2008 to 2018 for overseas coal projects, including planned investments in Indonesia (2 GW) and Vietnam (1.2 GW).","ai_generated":true,"unit":"gem-000077#insight-5","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","climate finance","greenhouse gas emissions","public finance","renewable energy","Paris Agreement"],"geography_discussed":["People's Republic of China","Japan","Vietnam","Australia","Philippines","Pakistan","Bangladesh"],"frame_perspective":[],"analysis_type":["trend analysis","financial analysis","policy assessment"]},{"id":"gem-000078","url":"https://climateinsightsdirectory.org/document/gem-000078","title":"Yükseliş ve Çöküş 2020: KÜRESEL KÖMÜRLÜ TERMİK SANTRAL TAKİBİ","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"tr","date_published":"2020-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2020_t3_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that while the global coal fleet grew by 34.1 GW in 2019, this was primarily driven by China, as the rest of the world saw a net decrease in capacity. It highlights a continuing decline in new project starts and a significant increase in retirements in the US and EU, though it warns that current trends are insufficient to meet the IPCC's 1.5°C goal, which requires an 80% reduction in coal-fired power by 2030.","ai_generated":true,"unit":"gem-000078#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The global coal-fired power plant fleet grew by 34.1 GW in 2019, marking the first increase in net installed capacity since 2015. This growth was heavily concentrated in China, where approximately two-thirds of the 68.3 GW of newly commissioned capacity was added.","ai_generated":true,"unit":"gem-000078#insight-1","date_modified":"2026-10-23"},{"text":"Excluding China, the global coal fleet shrank for the second consecutive year in 2019 because the capacity of retired plants exceeded that of newly commissioned plants (27.2 GW retired versus 24.5 GW commissioned).","ai_generated":true,"unit":"gem-000078#insight-2","date_modified":"2026-10-23"},{"text":"The United States and the European Union saw significant retirements in 2019. The US retired 16.5 GW (nearly half of the global total), and the EU retired 7.5 GW. In the US, the average annual retirement rate under the Trump administration (2017–2019) was 13.7 GW, a 67% increase over the Obama administration's average of 8.2 GW.","ai_generated":true,"unit":"gem-000078#insight-3","date_modified":"2026-10-23"},{"text":"Japan is the leading OECD country in new coal capacity development, with 11.9 GW in development. If completed, this would increase the lifetime CO2 emissions of Japan's current coal fleet by 50%, from 3.9 billion tons to 5.8 billion tons. Japan also provides public financing for 24.7 GW of coal capacity outside its borders.","ai_generated":true,"unit":"gem-000078#insight-4","date_modified":"2026-10-23"},{"text":"Turkey has surpassed India in the amount of coal-fired power capacity currently in the pre-construction phase, with 31.7 GW compared to India's 29.3 GW.","ai_generated":true,"unit":"gem-000078#insight-5","date_modified":"2026-10-23"},{"text":"Global coal-fired power generation decreased by 3% in 2019, leading to a record low average utilization rate of 51%. In China, 40% of the capacity commissioned in 2019 was immediately placed in emergency backup status, limiting its usage.","ai_generated":true,"unit":"gem-000078#insight-6","date_modified":"2026-10-23"},{"text":"The report concludes that the world is not on track to meet the Paris Agreement goals. According to the IPCC, coal-fired power generation must decrease by 80% by 2030 to keep global warming below 1.5°C.","ai_generated":true,"unit":"gem-000078#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","climate finance","carbon dioxide emissions","Paris Agreement","renewable energy","air pollution"],"geography_discussed":["People's Republic of China","European Union","Japan","India","Turkey","Vietnam","Indonesia","Bangladesh","South Korea","Australia","South Africa","Egypt","Philippines","Pakistan"],"frame_perspective":[],"analysis_type":["statistical analysis","geographic trend analysis","financial analysis"]},{"id":"gem-000079","url":"https://climateinsightsdirectory.org/document/gem-000079","title":"การติดตามแผนการสร้างโรงไฟฟ้าถ่านหินทั่วโลก ปี 2563","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"th","date_published":"2020-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2020_Thai-FINAL_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report identifies a four-year decline in coal power growth indicators, though global net capacity increased by 34.1 GW in 2019 primarily due to China. While the US and EU continue to retire coal plants, Japan remains a major OECD driver of coal development. Financial support from Western commercial banks has largely ceased, though Chinese state institutions continue to fund projects internationally. The report emphasizes that coal use must drop by 80% by 2030 to meet the 1.5°C target of the Paris Agreement.","ai_generated":true,"unit":"gem-000079#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global net coal capacity increased by 34.1 GW in 2019, marking the first increase since 2015. This growth was driven by China, where new plants accounted for approximately two-thirds of the 68.3 GW of new capacity added globally.","ai_generated":true,"unit":"gem-000079#insight-1","date_modified":"2026-10-23"},{"text":"The global pipeline for new coal plants has contracted for four consecutive years. Total capacity in the planning and construction phases dropped from 1,468 GW in 2015 to 499.2 GW in 2019.","ai_generated":true,"unit":"gem-000079#insight-2","date_modified":"2026-10-23"},{"text":"Coal power generation decreased by 3% globally in 2019, with significant drops in the EU (24%) and the US (16%). This led to a record low average global capacity factor of 51%.","ai_generated":true,"unit":"gem-000079#insight-3","date_modified":"2026-10-23"},{"text":"In the US, coal plant retirements accelerated under President Donald Trump, averaging 13.7 GW per year between 2017 and 2019, a 67% increase compared to the average of 8.2 GW during President Barack Obama's term (2009-2016).","ai_generated":true,"unit":"gem-000079#insight-4","date_modified":"2026-10-23"},{"text":"Japan is the largest coal driver within the OECD, developing 11.9 GW of domestic capacity and supporting 24.7 GW of projects outside its borders through public finance.","ai_generated":true,"unit":"gem-000079#insight-5","date_modified":"2026-10-23"},{"text":"Commercial banks in Australia, Europe, and the US provided no direct financial support for new coal plant construction in 2019, reflecting stricter institutional regulations.","ai_generated":true,"unit":"gem-000079#insight-6","date_modified":"2026-10-23"},{"text":"China's coal capacity continues to exceed demand, with 40% of the electricity produced in 2019 classified as emergency reserve power and restricted in use.","ai_generated":true,"unit":"gem-000079#insight-7","date_modified":"2026-10-23"},{"text":"To limit global temperature rise to 1.5°C, the IPCC states that coal energy use must be reduced by 80% by 2030.","ai_generated":true,"unit":"gem-000079#insight-8","date_modified":"2026-10-23"}],"climate_tags":["coal power","energy transition","climate finance","Paris Agreement","greenhouse gas emissions","renewable energy"],"geography_discussed":["People's Republic of China","United States","European Union","Japan","India","South Korea","Southeast Asia","Africa","Latin America","Vietnam","Indonesia","Philippines","Pakistan","Bangladesh","South Africa","Egypt"],"frame_perspective":[],"analysis_type":["statistical analysis","policy assessment","financial tracking"]},{"id":"gem-000095","url":"https://climateinsightsdirectory.org/document/gem-000095","title":"BÙNG NỔ VÀ THOÁI TRÀO 2020: GIÁM SÁT CÁC NHÀ MÁY ĐIỆN THAN TOÀN CẦU","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"vi","date_published":"2020-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomBust_Vietnamese_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that while global coal capacity saw a net increase of 34.1 GW in 2019, this was driven almost entirely by China. Excluding China, the global coal industry declined for the second consecutive year. The report highlights a significant shift in financing, with Western commercial banks withdrawing direct funding for new coal, while Chinese and Indian state-backed institutions continue to provide critical capital. Regional analysis shows sharp declines in pre-construction capacity in Southeast Asia, Latin America, and Africa, though some countries like Japan and Turkey continue to pursue coal development despite international pressure.","ai_generated":true,"unit":"gem-000095#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal capacity experienced a net increase of 34.1 GW in 2019, marking the first net increase since 2015. This growth was heavily skewed, with China accounting for nearly two-thirds of the 68.3 GW of newly approved capacity.","ai_generated":true,"unit":"gem-000095#insight-1","date_modified":"2026-10-23"},{"text":"Excluding China, the global coal industry has declined for two consecutive years because the capacity of decommissioned plants (27.2 GW) exceeded the capacity of new plants brought online (24.5 GW).","ai_generated":true,"unit":"gem-000095#insight-2","date_modified":"2026-10-23"},{"text":"Coal plant utilization has reached record lows, with global plants operating at an average of only 51% of their normal operating hours in 2019.","ai_generated":true,"unit":"gem-000095#insight-3","date_modified":"2026-10-23"},{"text":"In the United States, coal plant closures accelerated under President Donald Trump, with an average of 13.7 GW closed per year (2017-2019), which is 67% higher than the 8.2 GW annual average during Barack Obama's tenure (2009-2016).","ai_generated":true,"unit":"gem-000095#insight-4","date_modified":"2026-10-23"},{"text":"Japan has become the leading OECD country for new coal development, with 11.9 GW of plants in development. Additionally, Japanese public financial institutions are funding 24.7 GW of coal capacity abroad.","ai_generated":true,"unit":"gem-000095#insight-5","date_modified":"2026-10-23"},{"text":"Pre-construction coal capacity saw drastic reductions between 2018 and 2019: falling 50% in India, 22% in Southeast Asia, 40% in Africa, and 60% in Latin America.","ai_generated":true,"unit":"gem-000095#insight-6","date_modified":"2026-10-23"},{"text":"Western commercial banks from Australia, Europe, and the US stopped providing direct funding for new coal plants starting construction in 2019, though some still provide financial support to companies that build them.","ai_generated":true,"unit":"gem-000095#insight-7","date_modified":"2026-10-23"},{"text":"China's coal sector is facing severe overcapacity; in 2019, the government shifted 40% of newly licensed capacity (17.9 GW) to emergency backup status to limit its use.","ai_generated":true,"unit":"gem-000095#insight-8","date_modified":"2026-10-23"},{"text":"In India, new coal construction relies heavily on state-backed funding from the Power Finance Corporation (PFC) and Rural Electrification Corporation (REC), as private Indian financial institutions avoid the sector.","ai_generated":true,"unit":"gem-000095#insight-9","date_modified":"2026-10-23"},{"text":"Southeast Asia has seen a sharp decline in new coal starts, with capacity dropping over 85% from 12.8 GW in 2016 to 1.8 GW in 2019, particularly in Indonesia, Vietnam, and the Philippines.","ai_generated":true,"unit":"gem-000095#insight-10","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","climate finance","carbon dioxide emissions","renewable energy","Paris Agreement","decarbonization","air pollution"],"geography_discussed":["People's Republic of China","United States","European Union","India","Japan","Southeast Asia","Africa","Latin America","Turkey","Vietnam","Indonesia","Philippines","Bangladesh","Pakistan","South Africa","Egypt","Australia"],"frame_perspective":[],"analysis_type":["statistical analysis","trend analysis","financial analysis"]},{"id":"gem-000197","url":"https://climateinsightsdirectory.org/document/gem-000197","title":"Gas at a Crossroads","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2020-02","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Gas_at_a_Crossroads_EU_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 proposing or building gas infrastructure worth €99 billion, which would increase import capacity by over 30% despite existing capacity already being nearly double current consumption. This expansion contradicts EU climate goals to reach net-zero emissions by 2050, which require a sharp reduction in fossil gas use. The author highlights that many of these projects, including those on the European Commission's 4th list of Projects of Common Interest (PCI), are unnecessary for energy security and risk becoming stranded assets. Additionally, the report notes that EU gas-fired power plants are currently underutilized compared to global averages and are increasingly uncompetitive against renewable energy portfolios.","ai_generated":true,"unit":"gem-000197#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The EU is currently developing gas infrastructure projects totaling €99 billion, comprising €52 billion for pipelines, €12 billion for LNG import terminals, and €35 billion for gas-fired power stations.","ai_generated":true,"unit":"gem-000197#insight-1","date_modified":"2026-10-23"},{"text":"Proposed and under-construction infrastructure would add 233 billion cubic meters (bcm) per year to the EU's import capacity, representing an increase of more than 30% over the current capacity of 707 bcm per year.","ai_generated":true,"unit":"gem-000197#insight-2","date_modified":"2026-10-23"},{"text":"The EU already possesses significant excess gas infrastructure, with an import capacity nearly twice as high as its actual gas consumption.","ai_generated":true,"unit":"gem-000197#insight-3","date_modified":"2026-10-23"},{"text":"Expansion of gas infrastructure via the 4th list of Projects of Common Interest (PCI) is deemed unnecessary for EU gas security through 2030, even during extreme supply disruptions from Algeria, Belarus, or Ukraine.","ai_generated":true,"unit":"gem-000197#insight-4","date_modified":"2026-10-23"},{"text":"Achieving net-zero emissions by 2050 will require a sharp reduction in fossil gas consumption, meaning new long-lived infrastructure (with lifespans of 30 to 40+ years) risks becoming stranded assets.","ai_generated":true,"unit":"gem-000197#insight-5","date_modified":"2026-10-23"},{"text":"EU gas-fired power plants are significantly underutilized compared to other regions; the average systemwide load factor for gas in the EU was 34.9% in 2018, lower than Japan (51.1%), North America (37.5%), and the global average (40.0%).","ai_generated":true,"unit":"gem-000197#insight-6","date_modified":"2026-10-23"},{"text":"Alternative methane sources, such as biogas and synthetic methane, are unlikely to fully replace fossil gas due to high costs and limited potential, with 2050 projections for their combined use being only about one-quarter of the 2018 fossil gas consumption rate.","ai_generated":true,"unit":"gem-000197#insight-7","date_modified":"2026-10-23"}],"climate_tags":["natural gas","liquefied natural gas","gas-fired power station","Net-zero emissions","stranded asset","renewable natural gas","hydrogen","carbon capture and storage","climate finance"],"geography_discussed":["United Kingdom","Japan","North America","United States","Ukraine","Belarus","Algeria"],"frame_perspective":[],"analysis_type":["infrastructure survey","policy analysis","financial risk assessment"]},{"id":"gem-000153","url":"https://climateinsightsdirectory.org/document/gem-000153","title":"NO FUTURE FOR COAL WITH THE ECONOMIC WINDOW CLOSING RAPIDLY, JAPAN’S SUPPORT FOR OVERSEAS COAL PROJECTS Poses $4.8 BILLION STRANDED ASSET RISK","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2019-12","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/NoFutureEnglish_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The document argues that falling renewable energy costs are making coal-fired power projects in South and Southeast Asia economically unviable, placing $4.8 billion of pending Japanese public financing at risk of becoming stranded assets.","ai_generated":true,"unit":"gem-000153#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Falling costs for renewables are undermining the economic viability of coal in South and Southeast Asia, with modeling suggesting that by 2028, building new solar PV and onshore wind will be cheaper than operating existing power plants. Consequently, a coal plant starting construction in 2020 and operating by 2024 is projected to have less than five years of operation.","ai_generated":true,"unit":"gem-000153#insight-1","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","renewable energy","photovoltaics","stranded asset","climate finance"],"geography_discussed":["Indonesia","Bangladesh","Vietnam","Japan"],"frame_perspective":[],"analysis_type":["financial risk assessment"]},{"id":"gem-000154","url":"https://climateinsightsdirectory.org/document/gem-000154","title":"Global Energy Monitor BRIEFING","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2019-12","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/NoFutureJapanese_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The document highlights the continued financial support from Japan for coal power projects and references findings that new renewable energy will be cheaper to build than operating existing coal plants in Southeast Asia within a decade.","ai_generated":true,"unit":"gem-000154#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Research indicates that within ten years, constructing new renewable energy sources will be more cost-effective than continuing to operate existing coal-fired power plants in Southeast Asia.","ai_generated":true,"unit":"gem-000154#insight-1","date_modified":"2026-10-23"},{"text":"The briefing utilizes data from the Global Coal Finance Tracker as of October 2019 to provide information on Japanese lending practices regarding coal.","ai_generated":true,"unit":"gem-000154#insight-2","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","renewable energy","climate finance","energy transition"],"geography_discussed":["Southeast Asia"],"frame_perspective":[],"analysis_type":["financial analysis","economic comparison"]},{"id":"gem-000155","url":"https://climateinsightsdirectory.org/document/gem-000155","title":"逆势而行： 中国只手推动全球煤电继续扩张","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"zh","date_published":"2019-11","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Out-of-Step-Chinese-final_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that China is the primary driver of global coal power expansion, adding 42.9 GW of capacity between January 2018 and June 2019 while the rest of the world saw a decrease of 8.1 GW. This growth was largely fueled by a surge in provincial-level approvals between 2014 and 2016. Despite some central government restrictions, nearly half of the projects ordered to be suspended in 2017 have continued development. The report argues that to meet the IPCC's 2°C warming limit, China would need to reduce its coal capacity to 600 GW or less by 2030, contradicting industry proposals to increase the capacity ceiling to 1,400 GW by 2035.","ai_generated":true,"unit":"gem-000155#summary","date_modified":"2026-10-23"},"key_insights":[],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","carbon dioxide emissions","climate change mitigation","renewable energy"],"geography_discussed":["European Union"],"frame_perspective":[],"analysis_type":["capacity assessment","policy analysis","climate impact modeling"]},{"id":"gem-000156","url":"https://climateinsightsdirectory.org/document/gem-000156","title":"Out of Step","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2019-11","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Out-of-Step-English-final_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that China is driving the growth of the global coal fleet, adding 42.9 GW between January 2018 and June 2019 while the rest of the world's capacity decreased by 8.1 GW. This growth is largely attributed to a provincial permitting surge between 2014 and 2016, which created a pipeline of projects that the central government has struggled to restrict. Despite a recent slowdown in new proposals and permits, China has 147.7 GW of capacity either under construction or likely to be revived. The report concludes that to keep global warming well below 2°C, China would need to reduce its coal capacity to 600 GW or less by 2030, a target that contradicts industry proposals to increase the national coal power cap to between 1,200 and 1,400 GW by 2035.","ai_generated":true,"unit":"gem-000156#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Between January 2018 and June 2019, China increased its coal fleet by 42.9 GW, whereas countries outside of China decreased their total coal power capacity by 8.1 GW, meaning China is effectively driving the overall growth of the global coal fleet.","ai_generated":true,"unit":"gem-000156#insight-1","date_modified":"2026-10-23"},{"text":"China has a significant amount of coal capacity in the pipeline, with 121.3 GW under active construction and an additional 26.4 GW under suspension that are likely to be revived, totaling 147.7 GW.","ai_generated":true,"unit":"gem-000156#insight-2","date_modified":"2026-10-23"},{"text":"The current surplus of coal projects resulted from a permitting surge from September 2014 to March 2016 when provincial authorities were given approval power, leading to a pipeline of 245 GW of new projects.","ai_generated":true,"unit":"gem-000156#insight-3","date_modified":"2026-10-23"},{"text":"Central government restrictions imposed in 2017 on 169.5 GW of coal capacity have been largely ineffective; by July 2019, 83.9 GW (49%) of that restricted capacity had advanced in permitting, construction, or commissioning.","ai_generated":true,"unit":"gem-000156#insight-4","date_modified":"2026-10-23"},{"text":"There has been a sharp decline in new coal activity since the 2014-2016 boom, with newly proposed capacity falling by 80% and DRC permits for new construction dropping by 98% between the 2015-16 and 2018-19 periods.","ai_generated":true,"unit":"gem-000156#insight-5","date_modified":"2026-10-23"},{"text":"Industry groups are proposing to raise China's coal power cap from 1,100 GW to between 1,200 and 1,400 GW by 2035, which the report argues is incompatible with the Paris agreement.","ai_generated":true,"unit":"gem-000156#insight-6","date_modified":"2026-10-23"},{"text":"To align with IPCC scenarios for holding warming well below 2°C, China would need to reduce its coal power capacity from 1,027 GW to 600 GW or less by 2030, requiring an average plant retirement age of 17 to 21 years.","ai_generated":true,"unit":"gem-000156#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal power","energy transition","Paris Agreement","carbon dioxide emissions","climate finance"],"geography_discussed":["United States","European Union","India","Turkey"],"frame_perspective":[],"analysis_type":["policy analysis","capacity tracking","climate modeling"]},{"id":"gem-000242","url":"https://climateinsightsdirectory.org/document/gem-000242","title":"The New Gas Boom","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2019-06","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/NewGasBoom2019_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report identifies a massive global expansion of LNG infrastructure, with at least 202 terminal projects in development representing $1.3 trillion in capital outlays. This growth is heavily concentrated in North America, where the U.S. and Canada account for 74% of proposed new export capacity. The authors argue that this expansion risks creating stranded assets as renewable energy costs fall and that the lifecycle greenhouse gas impact of these projects is comparable to, or exceeds, that of new coal-fired power plants. Consequently, the report calls for a moratorium on new LNG construction to align with IPCC targets requiring gas use to decline by 2030 and 2050.","ai_generated":true,"unit":"gem-000242#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The natural gas industry is attempting to transition from regional markets to an integrated global system through a massive increase in LNG vessels, floating offshore terminals, and portside infrastructure. This expansion involves at least 202 LNG terminal projects worldwide, consisting of 116 export and 86 import terminals.","ai_generated":true,"unit":"gem-000242#insight-1","date_modified":"2026-10-23"},{"text":"Global LNG export capacity expansion is heavily concentrated in North America. The United States and Canada account for 74% of all proposed new export capacity, with 352.7 million tonnes per annum (MTPA) under development in the U.S. and 281.6 MTPA in Canada.","ai_generated":true,"unit":"gem-000242#insight-2","date_modified":"2026-10-23"},{"text":"The total capital expenditure for LNG terminals under development is $1.3 trillion. North American export terminals represent 70% of this total, amounting to $914.5 billion. The top three countries by capital outlay for combined import and export terminals are the United States ($507 billion), Canada ($410 billion), and Russia ($86 billion).","ai_generated":true,"unit":"gem-000242#insight-3","date_modified":"2026-10-23"},{"text":"The expansion of LNG infrastructure faces significant stranded asset risks due to the falling costs of renewable energy. Unsubsidized solar PV and wind power are now cheaper or comparable in cost to natural gas peaking power and combined cycle gas turbines in several major economies, including the U.S., Australia, Brazil, India, South Africa, Japan, and Northern Europe.","ai_generated":true,"unit":"gem-000242#insight-4","date_modified":"2026-10-23"},{"text":"The lifecycle global warming impact of proposed LNG terminal capacity is roughly equivalent to that of proposed new coal-fired power plants when measured on a 100-year horizon. On a 20-year horizon, the impact of the LNG proposals exceeds that of the coal proposals by 25%.","ai_generated":true,"unit":"gem-000242#insight-5","date_modified":"2026-10-23"},{"text":"Current LNG expansion is incompatible with IPCC pathways for limiting warming to 1.5°C, which require natural gas use to decline by 15% by 2030 and 43% by 2050 relative to 2020 levels.","ai_generated":true,"unit":"gem-000242#insight-6","date_modified":"2026-10-23"}],"climate_tags":["liquefied natural gas","methane emissions","stranded asset","renewable energy","photovoltaics","wind power","hydraulic fracturing","climate finance","Paris Agreement"],"geography_discussed":["United States","Canada","Russia","Australia","Tanzania","People's Republic of China","Indonesia","Mozambique","Iran","Papua New Guinea","North America","Asia Pacific"],"frame_perspective":[],"analysis_type":["infrastructure assessment","financial risk analysis","climate impact comparison"]},{"id":"gem-000250","url":"https://climateinsightsdirectory.org/document/gem-000250","title":"Pipeline Bubble","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2019-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Pipeline-Bubble-2019_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report identifies a significant surge in global oil and gas pipeline development, with North America leading the trend. It contends that this expansion is predicated on a 'super cycle' of demand from Asia that is incompatible with IPCC climate goals and threatened by the rise of renewables and competing production in other regions. The authors compare the current situation to the 2011–2016 coal mining crash, warning that high leverage and a loss of 'social license' create a high risk of stranded assets.","ai_generated":true,"unit":"gem-000250#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global oil and gas pipeline construction has accelerated significantly, with the pace of building tripling since 1996. As of the report, 302 new pipelines are under development, which would increase the total number of global pipelines by 29% if completed.","ai_generated":true,"unit":"gem-000250#insight-1","date_modified":"2026-10-23"},{"text":"North America is the primary driver of the global pipeline boom, accounting for over half of the projects under development by number and 34% by length. This includes 64% of all oil pipelines and 48% of all gas pipelines currently in development worldwide.","ai_generated":true,"unit":"gem-000250#insight-2","date_modified":"2026-10-23"},{"text":"The North American expansion is not driven by domestic demand, which is projected to decline for petroleum liquids and grow insufficiently for natural gas between 2020 and 2035. Instead, the boom relies on a 'super cycle' of demand from overseas, particularly in the Asia Pacific region.","ai_generated":true,"unit":"gem-000250#insight-3","date_modified":"2026-10-23"},{"text":"The report estimates that North American oil and gas infrastructure expansion plans exceed $1 trillion, with $232.5 billion specifically allocated to pipelines in pre-construction or construction stages.","ai_generated":true,"unit":"gem-000250#insight-4","date_modified":"2026-10-23"},{"text":"Current infrastructure expansion is incompatible with IPCC pathways to limit global warming to 1.5°C, which require oil use to be reduced by 65% and gas use by 43% by 2050 relative to 2020.","ai_generated":true,"unit":"gem-000250#insight-5","date_modified":"2026-10-23"},{"text":"Investors face significant risks from 'overexpansion' as other regions are projected to increase production more than North America between 2025 and 2040. Specifically, global production outside North America is projected to grow by 31%, compared to 12% within North America.","ai_generated":true,"unit":"gem-000250#insight-6","date_modified":"2026-10-23"},{"text":"The oil and gas sector is experiencing a loss of 'social license,' evidenced by divestment actions from over 1,043 institutions representing more than $8.7 trillion in capital and restrictive measures adopted by governments including France, New Zealand, and Costa Rica.","ai_generated":true,"unit":"gem-000250#insight-7","date_modified":"2026-10-23"}],"climate_tags":["climate finance","fossil-fuel divestment","stranded asset","natural gas","crude oil","energy transition","renewable energy","greenhouse gas emissions"],"geography_discussed":["Texas","New Mexico","Pennsylvania","Ohio","West Virginia","Alberta","Asia Pacific","Middle East","Brazil","Argentina","People's Republic of China","India","Australia","Africa"],"frame_perspective":[],"analysis_type":["financial risk assessment","infrastructure analysis"]},{"id":"gem-000027","url":"https://climateinsightsdirectory.org/document/gem-000027","title":"Bùng nổ và thoái trào","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"vi","date_published":"2019-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/2803-BoomAndBust_2019_VNI_Final_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2018, global coal power growth indicators declined for the third consecutive year, with new construction capacity falling 39% compared to 2017. While China and India saw record lows in new permits, China remained an outlier by resuming construction on previously frozen projects. The United States led the world in plant closures, recording 17.6 GW of decommissioned capacity. The report highlights that meeting IPCC climate goals of 1.5°C to 2°C requires a rapid phase-out of coal, yet China's China Electricity Council has proposed increasing its coal capacity limit to 1,300 GW by 2030. In India, coal is facing stiff competition from cheaper solar and wind energy, while Vietnam has seen the fastest growth in coal capacity among countries with over 4 GW, though it is facing increasing public opposition and financial tightening from Japanese banks.","ai_generated":true,"unit":"gem-000027#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal power growth indicators declined for the third consecutive year in 2018, with new construction capacity dropping 39% from 2017 and 84% from 2015.","ai_generated":true,"unit":"gem-000027#insight-1","date_modified":"2026-10-23"},{"text":"The United States experienced the highest level of coal plant closures in 2018, with 17.6 GW of capacity shut down, despite efforts by the Trump administration to maintain older plants.","ai_generated":true,"unit":"gem-000027#insight-2","date_modified":"2026-10-23"},{"text":"China is a global exception to the downward trend, having resumed construction on over 50 GW of previously frozen projects in 2018 and proposing a capacity limit increase to 1,300 GW by 2030.","ai_generated":true,"unit":"gem-000027#insight-3","date_modified":"2026-10-23"},{"text":"India has seen a drastic reduction in new coal permits, with only 3 GW approved in 2018 compared to 39 GW in 2010, as solar and wind energy capacity additions now outpace coal.","ai_generated":true,"unit":"gem-000027#insight-4","date_modified":"2026-10-23"},{"text":"Vietnam has the fastest growth rate of coal capacity among countries with over 4 GW, adding 13 GW (a 75% increase) over five years, though it faces public opposition and reduced funding from Japanese banks.","ai_generated":true,"unit":"gem-000027#insight-5","date_modified":"2026-10-23"},{"text":"To limit global warming to 1.5°C, the IPCC estimates that coal power production must be reduced by 70% by 2030 and completely eliminated by 2050.","ai_generated":true,"unit":"gem-000027#insight-6","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","climate finance","solar energy","wind energy","carbon dioxide emissions","energy transition","stranded asset","air pollution"],"geography_discussed":["People's Republic of China","India","United States","Vietnam","European Union","United Kingdom","Germany","Japan","South Korea"],"frame_perspective":[],"analysis_type":["trend analysis","capacity monitoring"]},{"id":"gem-000068","url":"https://climateinsightsdirectory.org/document/gem-000068","title":"繁荣与衰落","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"zh","date_published":"2019-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/BoomAndBust_2019_China_r3_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2018, global coal-fired power capacity growth continued a three-year decline, with new construction and commissioning falling significantly. While the US led a high rate of retirements, China saw a paradoxical trend: a sharp drop in new approvals but a rise in under-construction capacity as previously halted projects resumed. India also saw a historic low in new approvals as solar and wind power became more cost-competitive. The report emphasizes that current operating coal plants are incompatible with IPCC goals to limit warming to 1.5 or 2 degrees Celsius.","ai_generated":true,"unit":"gem-000068#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal-fired power capacity growth indicators declined sharply in 2018, marking the third consecutive year of decrease. New construction of coal plants fell by 39% year-on-year and 84% compared to 2015, while new commissions dropped 20% year-on-year and 53% compared to 2015.","ai_generated":true,"unit":"gem-000068#insight-1","date_modified":"2026-10-23"},{"text":"Coal plant retirements remained high in 2018, the third-highest year globally and the second-highest for the United States, which retired 17.6 GW despite government efforts to extend the life of older plants.","ai_generated":true,"unit":"gem-000068#insight-2","date_modified":"2026-10-23"},{"text":"China's coal power landscape is contradictory; while new approvals in 2018 fell to less than 5 GW, total under-construction capacity increased by 12% because the central government allowed the resumption of approximately 50 GW of previously halted projects. Furthermore, a March 2019 report by the China Electricity Council suggests a capacity ceiling of 1,300 GW by 2030, which would add 290 GW to current levels.","ai_generated":true,"unit":"gem-000068#insight-3","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","climate finance","solar energy","wind power","greenhouse gas emissions"],"geography_discussed":["People's Republic of China","India","United States","European Union","United Kingdom","South Korea"],"frame_perspective":[],"analysis_type":["statistical analysis","trend monitoring"]}]}