{"query_echo":{"q":"","filters":{"organization":["Global Energy Monitor"]},"warnings":[]},"total":{"value":256,"relation":"eq"},"page":5,"page_size":20,"self":"https://climateinsightsdirectory.org/api/v1/search?organization=global-energy-monitor&page=5","next":"https://climateinsightsdirectory.org/api/v1/search?organization=global-energy-monitor&page=6","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-000026","url":"https://climateinsightsdirectory.org/document/gem-000026","title":"Leading three manufacturers providing two-thirds turbines gas-fired power plants under construction","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"research paper","language":"en","date_published":"2024-08-29","source_url":"https://globalenergymonitor.org/research/leading-three-manufacturers-providing-two-thirds-turbines-gas-fired-power-plants-under","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Three companies—GE Vernova, Siemens Energy, and Mitsubishi Power—control two-thirds of the global market for gas turbines in power plants currently under construction. While these firms are expanding through regional partnerships and promoting 'hydrogen-ready' technology, the report argues they face significant geopolitical and financial risks due to the rapid growth of renewables and the potential for gas power overcapacity.","ai_generated":true,"unit":"gem-000026#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"GE Vernova, Siemens Energy, and Mitsubishi Power dominate the global market for gas turbines in gas-fired power plants under construction, collectively holding two-thirds of the market. GE Vernova is the leader with nearly 55 GW of turbines under construction.","ai_generated":true,"unit":"gem-000026#insight-1","date_modified":"2026-10-23"},{"text":"Asia is the primary hub for new gas-fired capacity, containing more than two-thirds of the world's capacity under construction. Within Asia, GE Vernova holds a 38% market share, followed by Mitsubishi at 17% and Siemens Energy at 16%. China specifically has 151 GW of gas-fired capacity in development and approximately 46 GW under construction.","ai_generated":true,"unit":"gem-000026#insight-2","date_modified":"2026-10-23"},{"text":"Manufacturers are utilizing 'hydrogen-ready' turbines to justify new gas plant construction, but the report identifies this as a 'false solution' due to high costs and lack of infrastructure. Currently, 47% (about 82 GW) of turbines under construction can blend 50% hydrogen, including 20 GW from GE Vernova’s 9HA model. However, a 75% hydrogen blend only reduces CO2 emissions by 50%, and only 1% of global hydrogen is currently derived from renewable sources.","ai_generated":true,"unit":"gem-000026#insight-3","date_modified":"2026-10-23"},{"text":"Strategic partnerships in regions like China and Saudi Arabia expose manufacturers to geopolitical risks, as evidenced by Siemens Energy and GE Vernova being forced to exit joint ventures in Russia in 2022 and 2023 respectively. Additionally, the German government blocked the sale of MAN Energy’s gas turbine business to China-based CSIC Longjiang GH Gas Turbine Co. in July 2024.","ai_generated":true,"unit":"gem-000026#insight-4","date_modified":"2026-10-23"},{"text":"The business models of these manufacturers are heavily reliant on long-term service agreements, which are vulnerable to declining asset utilization as renewables replace gas. For GE, services account for 70% of revenue, with approximately 1,700 units under contracts averaging ten years in remaining life.","ai_generated":true,"unit":"gem-000026#insight-5","date_modified":"2026-10-23"}],"climate_tags":["gas turbine","gas-fired power station","green hydrogen","energy transition","stranded asset","renewable energy","carbon dioxide emissions","climate finance","Net-zero emissions"],"geography_discussed":["Asia","People's Republic of China","Saudi Arabia","Russia","Germany","European Union"],"frame_perspective":[],"analysis_type":["market analysis","risk assessment"]},{"id":"gem-000164","url":"https://climateinsightsdirectory.org/document/gem-000164","title":"Forging a Sustainable Future: Brazil’s Opportunity to Lead Steel Decarbonization","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-08-29","source_url":"https://globalenergymonitor.org/research/forging-sustainable-future-brazils-opportunity-lead-steel-decarbonization","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Brazil is positioned as a potential global leader in green steel due to high-quality iron ore and vast renewable energy resources, though its industry remains heavily reliant on coal-based blast furnaces. While the country leads in biochar use, a full transition requires shifting to electric arc furnaces (EAF) and green hydrogen-based direct reduced iron (DRI). The report emphasizes that strategic policy and the upcoming COP30 summit are critical to overcoming the longevity of existing coal-based infrastructure and the high capital costs of new technologies.","ai_generated":true,"unit":"gem-000164#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Brazil's steel industry is dominated by emissions-intensive technology, with 76% of operating capacity using blast-furnace-basic oxygen furnace (BF-BOF) and only 24% using electric arc furnaces (EAF).","ai_generated":true,"unit":"gem-000164#insight-1","date_modified":"2026-10-23"},{"text":"Decarbonization is hindered by the fact that over half of the blast furnaces at Brazil's largest plants were recently relined or started, meaning they can operate into the 2030s without intervention.","ai_generated":true,"unit":"gem-000164#insight-2","date_modified":"2026-10-23"},{"text":"Brazil is the world's largest producer of biochar-based steel, with roughly 11% of production based on biomass-derived charcoal as of 2021, though the carbon neutrality of this method is debated due to potential upstream deforestation emissions.","ai_generated":true,"unit":"gem-000164#insight-3","date_modified":"2026-10-23"},{"text":"Brazil has significant potential for green hydrogen-based direct reduced iron (H2-DRI) production, supported by its status as a top global player in hydropower, bioenergy, wind, and solar capacity.","ai_generated":true,"unit":"gem-000164#insight-4","date_modified":"2026-10-23"},{"text":"The country is exploring novel technologies like molten oxide electrolysis (MOE), with Boston Metal opening a plant in Minas Gerais in March 2024 to produce green iron without the need for hydrogen.","ai_generated":true,"unit":"gem-000164#insight-5","date_modified":"2026-10-23"},{"text":"Despite industrial potential, the Brazilian government has lacked specific steel-sector mitigation targets in its October 2023 NDC update and its January 2024 industrialization action plan.","ai_generated":true,"unit":"gem-000164#insight-6","date_modified":"2026-10-23"}],"climate_tags":["Green steel","decarbonization","green hydrogen","biochar","renewable energy","hydropower","wind power","solar energy","bioenergy","climate target","Nationally Determined Contributions","industrial emission"],"geography_discussed":["Latin America","Minas Gerais","Maranhão","Pará","Piauí","Rio Grande do Norte","Ceará","Espírito Santo","Rio de Janeiro","People's Republic of China","Australia","European Union"],"frame_perspective":[],"analysis_type":["policy assessment","technological evaluation","industrial analysis"]},{"id":"gem-000184","url":"https://climateinsightsdirectory.org/document/gem-000184","title":"China puts coal on back burner as renewables soar","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2024-08-22","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/CREA_GEM_2024H1_Coal-power-briefing_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"China has significantly reduced coal power plant approvals in early 2024 as massive additions of wind and solar power meet incremental electricity demand. While construction of previously permitted projects remains high, the shift toward clean energy is driving a decline in coal power generation and signaling a potential peak in CO2 emissions before 2030.","ai_generated":true,"unit":"gem-000184#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China experienced a sharp decline in coal power plant approvals in the first half of 2024, permitting only twelve projects totaling 9 GW, which represents an 83% decrease compared to the first half of 2023.","ai_generated":true,"unit":"gem-000184#insight-1","date_modified":"2026-10-23"},{"text":"The rapid deployment of renewables has directly impacted coal usage, with over 400 GW of solar and wind power added since 2023, contributing to a 7% drop in coal power generation between June 2023 and June 2024.","ai_generated":true,"unit":"gem-000184#insight-2","date_modified":"2026-10-23"},{"text":"Despite the drop in new permits, construction of coal plants initiated during the 2022-2023 period remains strong; over 41 GW of projects were started in H1 2024, representing more than 90% of new global construction activity.","ai_generated":true,"unit":"gem-000184#insight-3","date_modified":"2026-10-23"},{"text":"The Chinese government is shifting its focus from energy efficiency to carbon emission reduction, as evidenced by the July 2024 communiqué of the 20th Central Committee mentioning \"carbon reduction\" for the first time.","ai_generated":true,"unit":"gem-000184#insight-4","date_modified":"2026-10-23"},{"text":"Economic drivers are fueling the transition, with the clean energy sector contributing an estimated 40% of China's GDP growth in 2023.","ai_generated":true,"unit":"gem-000184#insight-5","date_modified":"2026-10-23"},{"text":"Current energy policies may still allow for fossil fuel growth; a target stating clean energy should cover 70% of the increase in energy consumption from 2026 to 2030 implies that 30% of growth will still rely on fossil fuels.","ai_generated":true,"unit":"gem-000184#insight-6","date_modified":"2026-10-23"}],"climate_tags":["coal power","solar energy","wind power","carbon dioxide emissions","renewable energy","energy transition","grid flexibility","Green ammonia","biomass","Nationally Determined Contributions","energy security"],"geography_discussed":["North America","United States","Yancheng","Zhangjiakou"],"frame_perspective":[],"analysis_type":["policy analysis","trend analysis"]},{"id":"gem-000118","url":"https://climateinsightsdirectory.org/document/gem-000118","title":"China is building half of the world’s new nuclear power despite inland plants pause","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2024-08","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-China-Nuclear-brief-August2024_14.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"China is expanding its nuclear power capacity faster than any other country in the 21st century, with nearly half of the world's nuclear power under construction located there. While China's operational capacity of 58.1 GW currently ranks third globally, its prospective capacity of 118 GW positions it to potentially overtake France and the United States. The buildout is shifting toward Generation III and IV reactors, including the domestically developed Hualong One and the first commercial Generation IV unit, the HTR-PM. However, a moratorium on inland plants following the 2011 Fukushima disaster has led to the cancellation of 201 GW of capacity, though some sites have been repurposed for wind and solar energy.","ai_generated":true,"unit":"gem-000118#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China is currently building nearly half of the world's nuclear power capacity and has the fastest rate of nuclear power capacity expansion of any country in the 21st century.","ai_generated":true,"unit":"gem-000118#insight-1","date_modified":"2026-10-23"},{"text":"As of early Q3 2024, China's operational nuclear capacity is 58.1 GW, ranking it third globally behind the United States (102.5 GW) and France (64.0 GW).","ai_generated":true,"unit":"gem-000118#insight-2","date_modified":"2026-10-23"},{"text":"China has 118 GW of prospective nuclear capacity (announced, pre-construction, and under construction), which is more than the prospective capacity of the second through eighth place countries combined.","ai_generated":true,"unit":"gem-000118#insight-3","date_modified":"2026-10-23"},{"text":"The Chinese government's 14th Five-Year Plan (2021-2025) targets a total operational fleet of 70 GW by 2025; current data suggests China may reach 63 GW by the end of 2025 and 71 GW by 2026.","ai_generated":true,"unit":"gem-000118#insight-4","date_modified":"2026-10-23"},{"text":"China is transitioning from Generation II reactors to Generation III and IV technologies, including the domestic Hualong One (HPR1000) and the HTR-PM, the world's first commercial Generation IV nuclear unit which entered operation in December 2023.","ai_generated":true,"unit":"gem-000118#insight-5","date_modified":"2026-10-23"},{"text":"A moratorium on inland nuclear plants imposed after the 2011 Fukushima disaster has resulted in 185 cancelled units with a combined capacity of 201 GW, a figure larger than the total operational U.S. fleet.","ai_generated":true,"unit":"gem-000118#insight-6","date_modified":"2026-10-23"},{"text":"Some cancelled inland nuclear sites have been repurposed for renewables; for example, the Jiangxi Pengze facility owner developed a solar farm in 2020 and a wind farm in 2021.","ai_generated":true,"unit":"gem-000118#insight-7","date_modified":"2026-10-23"}],"climate_tags":["nuclear power","carbon neutrality","wind power","solar energy","battery","energy transition"],"geography_discussed":["France","United States","India","Russia","South Korea","Pakistan","Argentina","Hunan","Hubei","Jiangxi"],"frame_perspective":[],"analysis_type":["quantitative analysis","policy review"]},{"id":"gem-000161","url":"https://climateinsightsdirectory.org/document/gem-000161","title":"China continues lead world wind and solar twice much capacity under construction rest","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-07-29","source_url":"https://globalenergymonitor.org/research/china-continues-lead-world-wind-and-solar-twice-much-capacity-under-construction-rest","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"China is leading global renewable energy deployment with 339 GW of utility-scale solar and wind power under construction, nearly double the capacity of the rest of the world combined. By the first quarter of 2024, wind and solar accounted for 37% of China's total power capacity. While the country is on track to potentially reach 1,200 GW of installed capacity by the end of 2024, significant obstacles remain, including a reliance on coal to mitigate intermittency, insufficient Ultra High Voltage (UHV) transmission lines, and rising curtailment rates in several provinces.","ai_generated":true,"unit":"gem-000161#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China has a massive volume of utility-scale renewables under construction, with 180 GW of solar and 159 GW of wind power. This combined total of 339 GW is nearly twice the amount under construction in the rest of the world and represents one-third of all proposed wind and solar capacity in China.","ai_generated":true,"unit":"gem-000161#insight-1","date_modified":"2026-10-23"},{"text":"Wind and solar power now constitute 37% of China's total power capacity as of the first quarter of 2024, an increase of 8% since 2022. This capacity is expected to surpass coal's current share of 39% within 2024.","ai_generated":true,"unit":"gem-000161#insight-2","date_modified":"2026-10-23"},{"text":"China is implementing 'mega wind & solar bases' to scale capacity. The first wave, announced in 2021 across 19 provinces, saw most of its 97 GW begin operating in 2023. Second and third waves are expected to bring approximately 503 GW online between 2025 and 2030.","ai_generated":true,"unit":"gem-000161#insight-3","date_modified":"2026-10-23"},{"text":"Grid integration and transmission remain critical bottlenecks. China relies on coal power to manage renewable intermittency; for example, 30% of the proposed capacity in the second wave of mega bases is coal power, including 28 GW of new coal. Additionally, a lack of Ultra High Voltage (UHV) transmission lines has led to increased curtailment, with the nationwide solar curtailment rate exceeding 5% in March 2024.","ai_generated":true,"unit":"gem-000161#insight-4","date_modified":"2026-10-23"},{"text":"China's rapid deployment may lead to carbon emissions peaking earlier than the official 'before 2030' timeline. One study suggests overall CO2 emissions may have already peaked in 2023, as 90% of power demand increases were met by wind and solar generation.","ai_generated":true,"unit":"gem-000161#insight-5","date_modified":"2026-10-23"}],"climate_tags":["distributed solar photovoltaics","offshore wind power","energy storage","coal power","Nationally Determined Contributions","Paris Agreement"],"geography_discussed":["South Korea","United States","Henan","Jiangsu","Zhejiang","Inner Mongolia","Xinjiang","Hebei","Shanxi","Shandong","Gansu","Fujian","Guangdong","Hainan"],"frame_perspective":[],"analysis_type":["capacity assessment","infrastructure analysis","policy evaluation"]},{"id":"gem-000165","url":"https://climateinsightsdirectory.org/document/gem-000165","title":"Building momentum for iron and steel decarbonization","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-07-29","source_url":"https://globalenergymonitor.org/research/pedal-metal-2024","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The 2024 'Pedal to the Metal' report by Global Energy Monitor finds a significant shift toward lower-emissions electric arc furnace (EAF) steelmaking in new announcements, with 93% of newly announced capacity following this route. However, a substantial gap exists between announcements and construction, as less than 14% of potential EAF capacity is currently being built, and 46% of projects under construction remain based on basic oxygen furnaces (BOF). While direct reduced iron (DRI) now makes up 36% of developing ironmaking capacity, 308 mtpa of new coal-based blast furnace capacity is still under development globally, primarily driven by India and China, posing a risk of carbon lock-in.","ai_generated":true,"unit":"gem-000165#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"There is a strong trend toward electric arc furnace (EAF) steelmaking in new project announcements, with 93% of newly announced capacity utilizing this route. Planned additions include 310 mtpa of EAF capacity, compared to 171 mtpa of higher-emissions basic oxygen furnace (BOF) capacity.","ai_generated":true,"unit":"gem-000165#insight-1","date_modified":"2026-10-23"},{"text":"A significant discrepancy exists between announced low-emissions capacity and actual construction; less than 14% of potential EAF capacity is currently under construction, and nearly 46% of all projects that have started construction are still BOF-based.","ai_generated":true,"unit":"gem-000165#insight-2","date_modified":"2026-10-23"},{"text":"Direct reduced iron (DRI) is increasing its share of developing ironmaking capacity to 36%, up from 9% of global operating capacity, though it requires green hydrogen to achieve net zero production.","ai_generated":true,"unit":"gem-000165#insight-3","date_modified":"2026-10-23"},{"text":"Carbon lock-in remains a risk as 308 mtpa of new coal-based blast furnace (BF) capacity is under development across sixteen countries. China and India are the dominant developers of this coal-based capacity, with China adding 32 mtpa of BF capacity into construction in 2023.","ai_generated":true,"unit":"gem-000165#insight-4","date_modified":"2026-10-23"},{"text":"India has become the top developer of coal-based BOF capacity and the top developer of overall steel capacity, accounting for 258 mtpa (one-third) of total global steelmaking capacity that is announced or under construction.","ai_generated":true,"unit":"gem-000165#insight-5","date_modified":"2026-10-23"}],"climate_tags":["green hydrogen","Carbon lock-in","carbon capture and storage"],"geography_discussed":["People's Republic of China","India","Asia","Japan","United States"],"frame_perspective":[],"analysis_type":["capacity assessment","trend analysis"]},{"id":"gem-000099","url":"https://climateinsightsdirectory.org/document/gem-000099","title":"简报:2024年7月 中国继续引领全球风电和太阳能发展，其目前在建装机规模为全球所有其他国家总和的两倍","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"zh","date_published":"2024-07","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/China-wind-solar-brief-July2024-Chinese-Translation_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"China is significantly leading global renewable energy deployment, with utility-scale wind and solar projects under construction totaling 339 GW—double the combined total of all other countries. While China is on track to meet its 2030 target of 1.2 billion kW of wind and solar capacity years ahead of schedule, it faces critical challenges regarding grid stability, reliance on coal for intermittency regulation, and high curtailment rates in northern and northwestern provinces.","ai_generated":true,"unit":"gem-000099#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The rapid growth of renewables is creating grid challenges, including a reliance on coal power to manage intermittency and rising curtailment rates. In February 2024, seven provincial-level administrative regions saw wind and solar curtailment rates exceed 10%.","ai_generated":true,"unit":"gem-000099#insight-1","date_modified":"2026-10-23"}],"climate_tags":["wind power","solar energy","distributed solar photovoltaics","offshore wind power","wide area synchronous grid","coal power"],"geography_discussed":["South Korea","Jiangsu","Guangdong","Zhejiang","Hainan"],"frame_perspective":[],"analysis_type":["quantitative assessment","policy analysis","infrastructure review"]},{"id":"gem-000137","url":"https://climateinsightsdirectory.org/document/gem-000137","title":"A RACE TO THE TOP: WESTERN BALKANS 2024","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-07","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-WesternBalkans-wind-solar-report-2024_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The Western Balkans have over 23 GW of prospective utility-scale solar and wind projects, a 70% increase from the previous year. This capacity could render proposed gas-fired power plants obsolete, potentially averting 103 million tonnes of lifetime CO2 emissions and saving over €9 billion in energy costs and stranded assets. Currently, operating utility-scale solar and wind account for only 7% of the regional electricity mix (1.5 GW). Serbia leads the region in both operating (29%) and prospective (47%) capacity, though its construction rate is among the lowest. The report argues that the region should prioritize a just energy transition over gas-fired power, which is being promoted by EU, U.S., and Russian interests, to avoid carbon lock-in and import dependence.","ai_generated":true,"unit":"gem-000137#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Prospective utility-scale solar and wind capacity in the Western Balkans has reached 23 GW as of March 2024, representing a 70% increase over the previous year. This scale is comparable to the prospective clean energy capacity of Germany.","ai_generated":true,"unit":"gem-000137#insight-1","date_modified":"2026-10-23"},{"text":"Despite the large pipeline, only 1.3 GW (6%) of the prospective capacity is currently under construction and likely to become operational. A significant portion of the remaining projects (13.6 GW) have been announced but have not yet begun financing or permitting.","ai_generated":true,"unit":"gem-000137#insight-2","date_modified":"2026-10-23"},{"text":"The deployment of prospective solar and wind projects could displace the need for proposed gas-fired power plants. This transition could avert 103 million tonnes of lifetime CO2 emissions—equivalent to 87% of the region's 2022 emissions—and save more than €9 billion in energy costs and stranded assets.","ai_generated":true,"unit":"gem-000137#insight-3","date_modified":"2026-10-23"},{"text":"Operating utility-scale solar and wind capacity currently makes up approximately 7% of the regional electricity mix, totaling 1.5 GW. Serbia holds the largest share of both operating (29%) and prospective (47%) capacity in the region.","ai_generated":true,"unit":"gem-000137#insight-4","date_modified":"2026-10-23"},{"text":"Serbia's prospective wind capacity of 7.9 GW exceeds its cost-effective wind potential of 1.8 GW by over 400%. Additionally, Serbia's construction rate for these projects is only 3%, which is lower than the European average of 5% and the global average (excluding China) of 7%.","ai_generated":true,"unit":"gem-000137#insight-5","date_modified":"2026-10-23"},{"text":"The region faces a 'dash to gas' driven by EU and U.S. interests, with 2.6 GW of potential gas-powered capacity additions and €3.5 billion in associated infrastructure planned. This risks creating gas import dependence and carbon lock-in, contradicting the region's 2050 carbon neutrality goals.","ai_generated":true,"unit":"gem-000137#insight-6","date_modified":"2026-10-23"}],"climate_tags":["energy transition","gas-fired power station","carbon neutrality","energy security","stranded asset","just transition","carbon dioxide emissions","agrivoltaics"],"geography_discussed":["Serbia","Albania","Bosnia and Herzegovina","Kosovo","Montenegro","North Macedonia","Germany"],"frame_perspective":[],"analysis_type":["capacity assessment","economic analysis","policy review"]},{"id":"gem-000222","url":"https://climateinsightsdirectory.org/document/gem-000222","title":"Pedal to the Metal","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-07","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-Pedal-to-the-Metal-2024-steel-iron-report_35.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The 2024 Global Steel Plant Tracker and Global Blast Furnace Tracker data show a growing momentum toward electric arc furnace (EAF) steelmaking, with 49% of capacity under development using this route. However, significant carbon lock-in risks persist as 308 mtpa of new coal-based blast furnace capacity is under development, primarily in Asia. India has surpassed China as the top overall steel developer, though China remains the largest operator of emissions-intensive capacity. While direct reduced iron (DRI) capacity is increasing, its climate impact depends on the transition to green hydrogen reducing agents, as much current capacity relies on methane or coal.","ai_generated":true,"unit":"gem-000222#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Electric arc furnace (EAF) steelmaking is seeing record growth in development plans, with 49% of capacity under development in the GSPT set to use EAF, compared to 43% in 2023 and 33% in 2022. This trend suggests the IEA's net zero aligned goal of 37% EAF by 2030 is increasingly attainable, with the global fleet projected to reach over 36% EAF by 2030.","ai_generated":true,"unit":"gem-000222#insight-1","date_modified":"2026-10-23"},{"text":"Despite high announcement rates for EAF, actual construction lags; less than 14% of potential EAF capacity has reached the construction phase, and nearly 46% of projects that have begun construction are still based on basic oxygen furnaces (BOF).","ai_generated":true,"unit":"gem-000222#insight-2","date_modified":"2026-10-23"},{"text":"India has become the world's leading developer of steelmaking capacity with 258 mtpa in the pipeline, surpassing China. A significant portion of this development is emissions-intensive, with 177 mtpa of India's pipeline being BOF-based.","ai_generated":true,"unit":"gem-000222#insight-3","date_modified":"2026-10-23"},{"text":"There is a persistent risk of carbon lock-in, with 308 mtpa of new coal-based blast furnace (BF) ironmaking capacity under development globally across sixteen countries. This development is heavily concentrated in the Asia Pacific region, which accounts for 96% of new BF capacity.","ai_generated":true,"unit":"gem-000222#insight-4","date_modified":"2026-10-23"},{"text":"Direct reduced iron (DRI) is gaining ground, making up 36% of developing global ironmaking capacity with a known route, compared to only 9% of operating capacity. However, for DRI to meet net zero goals, it must transition to green hydrogen reducing agents, as current capacity in the Middle East is often methane-based and India uses many coal-based rotary kilns.","ai_generated":true,"unit":"gem-000222#insight-5","date_modified":"2026-10-23"},{"text":"The industry is trending toward larger blast furnaces, with the average size of furnaces under development (1,900 m3) exceeding those currently operating (1,750 m3) and those being retired (840 m3).","ai_generated":true,"unit":"gem-000222#insight-6","date_modified":"2026-10-23"},{"text":"New coal-based BF-BOF developments create a significant stranded asset risk, estimated between 267 billion USD and 400 billion USD. India and China face the highest risks due to their large volumes of new BF-BOF capacity.","ai_generated":true,"unit":"gem-000222#insight-7","date_modified":"2026-10-23"},{"text":"The United States possesses the oldest operating blast furnace fleet globally, with an average age of 73 years, while China has the youngest at twelve years.","ai_generated":true,"unit":"gem-000222#insight-8","date_modified":"2026-10-23"}],"climate_tags":["decarbonization","green hydrogen","Carbon lock-in","stranded asset","climate target"],"geography_discussed":["People's Republic of China","India","Japan","United States","Russia","South Korea","Germany","Turkey","Brazil","Iran","Asia Pacific"],"frame_perspective":[],"analysis_type":["capacity tracking","technology assessment","risk analysis"]},{"id":"gem-000186","url":"https://climateinsightsdirectory.org/document/gem-000186","title":"Update to the environmental analysis of the export of liquified natural gas","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"statement","language":"en","date_published":"2024-06-05","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/doe_lng_mexico_ej_cemda_1.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The document argues that the U.S. Department of Energy's environmental analysis of LNG exports must account for the higher methane emission rates and weaker regulatory enforcement in Mexico compared to the U.S. It highlights that planned export capacity through Mexico totals 8.55 Bcf/d, which could significantly increase greenhouse gas emissions. The authors also emphasize the disproportionate impact of these projects on marginalized and Indigenous communities in Mexico, noting high levels of industrial pollution and security risks for environmental defenders in states like Sonora and Sinaloa.","ai_generated":true,"unit":"gem-000186#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"There is currently 8.55 Bcf/d of planned LNG export capacity through Mexico, which would represent approximately a 75% increase in current U.S. LNG export capacity if constructed.","ai_generated":true,"unit":"gem-000186#insight-1","date_modified":"2026-10-23"},{"text":"Methane emission rates from Mexico's oil and gas industry are higher than those in the U.S., with a satellite-based study showing Mexican loss rates around 4.7% compared to U.S. rates of about 2.95%.","ai_generated":true,"unit":"gem-000186#insight-2","date_modified":"2026-10-23"},{"text":"Specific Mexican gas processing facilities have shown methane emissions approximately 30 times higher than comparable U.S. plants and 200 times higher than company-reported figures, with lower flare combustion efficiencies (94% vs 98% in the U.S.).","ai_generated":true,"unit":"gem-000186#insight-3","date_modified":"2026-10-23"},{"text":"Mexico suffers from significant underreporting of methane emissions and a lack of regulatory enforcement; for instance, only 13 out of 359 companies covered by methane regulations have submitted required annual reports.","ai_generated":true,"unit":"gem-000186#insight-4","date_modified":"2026-10-23"},{"text":"Proposed LNG projects in Mexico are often located in areas already burdened by high pollution, such as Puerto Libertad, Sonora, and Altamira, Tamaulipas, which contain some of Mexico's ten dirtiest power plants for CO2, SO2, Mercury, and particulate matter.","ai_generated":true,"unit":"gem-000186#insight-5","date_modified":"2026-10-23"}],"climate_tags":["liquefied natural gas","methane emissions","greenhouse gas emissions","environmental justice","climate change","energy transition"],"geography_discussed":["United States","Sonora","Baja California","Sinaloa","Tamaulipas","Colima","Oaxaca","Veracruz","Chihuahua","Durango"],"frame_perspective":[],"analysis_type":["policy recommendation","environmental impact assessment"]},{"id":"gem-000108","url":"https://climateinsightsdirectory.org/document/gem-000108","title":"España mantiene el liderazgo en energía solar, pero necesita acelerar el ritmo para cumplir los objetivos de renovables para 2030","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"es","date_published":"2024-06","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/ES-GEM-wind-solar-Spain-brief-June2024_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Spain is a European leader in commercial-scale solar energy, with the highest operational capacity (29.5 GW) and a massive pipeline of projects. However, to meet its 2030 targets of 81 GW of solar and 62 GW of wind, the country must overcome permitting bottlenecks, low adoption of small-scale rooftop solar, and infrastructure limitations. While solar targets are achievable given the current pipeline, wind energy requires a significant acceleration in deployment rates.","ai_generated":true,"unit":"gem-000108#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Spain leads Europe in commercial-scale solar energy, possessing 29.5 GW of operational capacity, 7.8 GW under construction, and 106.1 GW in early development stages.","ai_generated":true,"unit":"gem-000108#insight-1","date_modified":"2026-10-23"},{"text":"Spain's 2030 targets include 81 GW of solar (57 GW commercial PV, 5 GW thermal solar, and 19 GW small-scale self-consumption) and 62 GW of wind (59 GW onshore and 3 GW offshore).","ai_generated":true,"unit":"gem-000108#insight-2","date_modified":"2026-10-23"},{"text":"Small-scale rooftop solar is significantly underdeveloped in Spain compared to the rest of Europe, with only 5% of Spain's solar capacity coming from small-scale and residential rooftop installations, versus 62% in Europe.","ai_generated":true,"unit":"gem-000108#insight-3","date_modified":"2026-10-23"},{"text":"Wind energy deployment must accelerate to meet 2030 goals; Spain needs to build 77% of its 40 GW of announced or pre-construction commercial wind projects and increase the annual installation rate nearly five-fold compared to the 1 GW added annually between 2019 and 2023.","ai_generated":true,"unit":"gem-000108#insight-4","date_modified":"2026-10-23"},{"text":"Several barriers hinder the transition, including permitting processes that can take up to five years, environmental and social opposition (particularly in Galicia, Aragón, and Cataluña), and inadequate infrastructure and low electricity demand.","ai_generated":true,"unit":"gem-000108#insight-5","date_modified":"2026-10-23"}],"climate_tags":["solar energy","offshore wind power","energy transition","just transition","rooftop photovoltaic system","energy infrastructure","environmental impact assessment"],"geography_discussed":["Europe","Galicia","Aragon","Catalonia","Castile and León","Extremadura","Andalusia","Castile–La Mancha"],"frame_perspective":[],"analysis_type":["policy assessment","capacity analysis"]},{"id":"gem-000123","url":"https://climateinsightsdirectory.org/document/gem-000123","title":"The hidden threat: Abandoned coal mine methane emissions in the EU","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2024-06","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-EU-Abandoned-Mine-Methane-June-2024-_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The briefing reports that underground coal mines in the EU closed since 2015 may emit approximately 200 kt of methane per year, with Poland being the largest contributor. It notes that active coal mine emissions in the EU are likely underestimated, with GEM estimates being 36% higher than IEA figures. The report emphasizes that emissions from abandoned mines persist for years unless flooded, but data on the flooding status of over 60% of analyzed mines remains unknown, creating significant uncertainty in estimates.","ai_generated":true,"unit":"gem-000123#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Methane emissions from operating coal mines in EU coal-producing countries are estimated at 1,721 million cubic meters (MCM) per year, which is 36% higher than IEA estimates and 32% higher than the 907 kilotonnes (kt) officially reported by the EU to the UNFCCC in 2023.","ai_generated":true,"unit":"gem-000123#insight-1","date_modified":"2026-10-23"},{"text":"Underground coal mines in the EU closed between 2015 and 2023 could collectively emit approximately 200 kt (298 MCM) of methane per year if the mines are assumed to be dry.","ai_generated":true,"unit":"gem-000123#insight-2","date_modified":"2026-10-23"},{"text":"Poland is the largest emitter of abandoned mine methane (AMM) in the EU, with 16 abandoned underground mines releasing an estimated 110 MCM of methane, representing nearly 40% of the EU's total AMM emissions.","ai_generated":true,"unit":"gem-000123#insight-3","date_modified":"2026-10-23"},{"text":"A small number of sites dominate emissions, with just six mines accounting for half of the total methane emissions (152 MCM or 102 kt) from the EU's abandoned underground mines included in the report.","ai_generated":true,"unit":"gem-000123#insight-4","date_modified":"2026-10-23"},{"text":"There is significant uncertainty in emission estimates because the flooding or dry status of over 60% of abandoned underground mines is unknown; flooding can dramatically reduce emissions, as seen in Germany where it could lead to a decrease exceeding 36% compared to dry scenarios.","ai_generated":true,"unit":"gem-000123#insight-5","date_modified":"2026-10-23"},{"text":"The primary drivers for coal mine closures in the EU are government policies, such as the phasing out of subsidies, and economic constraints.","ai_generated":true,"unit":"gem-000123#insight-6","date_modified":"2026-10-23"}],"climate_tags":["methane emissions","measurement, reporting, and verification","Coal phase-out","greenhouse gas inventory"],"geography_discussed":["Poland","Germany","Czech Republic","Spain","Greece","Romania","Slovenia","Bulgaria"],"frame_perspective":[],"analysis_type":["emissions estimation","policy analysis"]},{"id":"gem-000018","url":"https://climateinsightsdirectory.org/document/gem-000018","title":"China is rightly dragging its feet on Russia’s Power of Siberia 2 pipeline","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"research paper","language":"en","date_published":"2024-05-29","source_url":"https://globalenergymonitor.org/research/china-rightly-dragging-its-feet-russias-power-siberia-2-pipeline","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The author contends that the Power of Siberia 2 pipeline would undermine China's energy security by increasing dependence on Russia, create unnecessary capital expenditure in an oversaturated market, and conflict with China's goal to peak carbon emissions by 2030.","ai_generated":true,"unit":"gem-000018#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The Power of Siberia 2 pipeline, along with two other projects, would eventually deliver 98 billion cubic metres of gas annually to China, representing a quarter of China's total gas consumption for a given year and equivalent to Russia's total pipeline gas exports from the previous year.","ai_generated":true,"unit":"gem-000018#insight-1","date_modified":"2026-10-23"},{"text":"The project contradicts China's energy security strategy of diversifying imports to avoid dependency on a single source; if two more Russian pipelines are added, one country would provide a third of China's total gas consumption, including LNG.","ai_generated":true,"unit":"gem-000018#insight-2","date_modified":"2026-10-23"},{"text":"The pipeline is economically risky because it requires constructing hundreds of kilometers of pipelines to the Bohai Economic Rim, an area already served by a mature network of LNG imports, offshore gas from the Bohai Sea, and domestic gas from Shaanxi.","ai_generated":true,"unit":"gem-000018#insight-3","date_modified":"2026-10-23"},{"text":"The project's projected 2030 operational start date coincides with China's target to reach peak carbon emissions, meaning China would need to offset emissions from the 50 billion cubic metres of gas the pipeline would bring annually.","ai_generated":true,"unit":"gem-000018#insight-4","date_modified":"2026-10-23"},{"text":"Rapid renewable energy deployment may cause the power sector's carbon emissions to peak five years before 2030, reducing the utility of gas as a bridge away from coal.","ai_generated":true,"unit":"gem-000018#insight-5","date_modified":"2026-10-23"}],"climate_tags":["natural gas","energy security","energy transition","carbon dioxide emissions","renewable energy","wind power","solar energy","liquefied natural gas","coal"],"geography_discussed":["Russia","Bohai Economic Rim","Turkmenistan","Uzbekistan","Kazakhstan","Myanmar","Qatar","Australia","Shaanxi","Ukraine"],"frame_perspective":[],"analysis_type":["policy analysis","economic assessment"]},{"id":"gem-000146","url":"https://climateinsightsdirectory.org/document/gem-000146","title":"Southeast Asia’s Energy Crossroads","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-05","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_SEAsiaGasReport_2024_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report argues that Southeast Asia is at an energy crossroads, where planned gas infrastructure expansion could lock the region into economically volatile fuels and high capital costs, while renewable energy offers a cost-competitive and sustainable alternative. It highlights that in-development gas power and LNG projects would require over $220 billion in investment and could double the region's gas-fired capacity. The document details specific national strategies in Vietnam, the Philippines, Thailand, Indonesia, and Malaysia, noting a trend of viewing gas as a 'transitional fuel'. It further critiques the role of international finance, particularly from Japan and South Korea, and the promotion of carbon capture and storage (CCS) as potential delays to the energy transition. Conversely, it presents data showing that utility-scale solar and wind could meet nearly two-thirds of the projected increase in energy demand by 2030, provided that grid infrastructure and cross-border electricity trade, such as the ASEAN Power Grid, are developed.","ai_generated":true,"unit":"gem-000146#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Planned gas expansion in Southeast Asia could double the region's current operational gas-fired generation capacity of 102 GW and increase LNG import capacity by 80%.","ai_generated":true,"unit":"gem-000146#insight-1","date_modified":"2026-10-23"},{"text":"The total capital investment required for in-development gas power and LNG infrastructure in the region exceeds $220 billion, with $180 billion for power plants and $40 billion for import/export infrastructure.","ai_generated":true,"unit":"gem-000146#insight-2","date_modified":"2026-10-23"},{"text":"Vietnam, the Philippines, Indonesia, Malaysia, and Thailand are leading the gas push, with over 100 GW of gas power, 47 mtpa of LNG import, and 16.7 mtpa of LNG export capacity in development.","ai_generated":true,"unit":"gem-000146#insight-3","date_modified":"2026-10-23"},{"text":"Renewable energy is a viable and cost-competitive alternative; utility-scale solar and wind could generate 450 TWh/year, covering nearly two-thirds of the projected energy demand increase by 2030.","ai_generated":true,"unit":"gem-000146#insight-4","date_modified":"2026-10-23"},{"text":"International financing, particularly from Japanese banks and South Korean public finance, is driving gas development to help these countries offload excess LNG supplies.","ai_generated":true,"unit":"gem-000146#insight-5","date_modified":"2026-10-23"},{"text":"The ASEAN Power Grid and cross-border electricity trade are critical for managing the uneven distribution of renewable resources across the region.","ai_generated":true,"unit":"gem-000146#insight-6","date_modified":"2026-10-23"}],"climate_tags":["gas-fired power station","liquefied natural gas","photovoltaics","offshore wind power","carbon capture and storage","energy transition","climate finance","Just Energy Transition Partnership","methane emissions"],"geography_discussed":["Vietnam","Philippines","Thailand","Indonesia","Malaysia","Japan","South Korea","United States","Qatar","Australia","Myanmar","Cambodia","Laos","Singapore"],"frame_perspective":[],"analysis_type":["infrastructure assessment","economic analysis","policy review"]},{"id":"gem-000006","url":"https://climateinsightsdirectory.org/document/gem-000006","title":"Boom and Bust Coal 2024","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-04-29","source_url":"https://globalenergymonitor.org/research/boom-and-bust-coal-2024","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Global operating coal capacity increased by 48.4 GW in 2023, reaching a total of 2,130 GW, primarily driven by a surge of new plants in China. While construction starts hit record lows outside of China, China's new construction starts reached an eight-year high of 70.2 GW. Despite a growing number of countries committing to 'No New Coal', 75% of global operating coal capacity still lacks a specific closure commitment, hindering alignment with the Paris Agreement goals.","ai_generated":true,"unit":"gem-000006#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global operating coal capacity rose by 2% in 2023, with 69.5 GW commissioned and 21.1 GW retired, resulting in a net increase of 48.4 GW and a total global capacity of 2,130 GW. This represents the highest net increase in operating coal capacity since 2016.","ai_generated":true,"unit":"gem-000006#insight-1","date_modified":"2026-10-23"},{"text":"China is the primary driver of coal expansion; its 70.2 GW of new construction starts in 2023 is 19 times higher than the 3.7 GW started by the rest of the world. China's construction starts hit an eight-year high, while starts outside China hit a record annual low since 2015.","ai_generated":true,"unit":"gem-000006#insight-2","date_modified":"2026-10-23"},{"text":"Coal retirements in 2023 were the lowest in over a decade. The U.S. retired 9.7 GW (nearly half of the global total), down from 14.7 GW the previous year. European Union member states and the U.K. accounted for roughly a quarter of retirements, led by the U.K. (3.1 GW), Italy (0.6 GW), and Poland (0.5 GW).","ai_generated":true,"unit":"gem-000006#insight-3","date_modified":"2026-10-23"},{"text":"There is a significant gap in phaseout commitments: 75% (1,626 GW) of global operating coal capacity lacks a closure commitment. Only 15% (317 GW) of operating capacity has a commitment to retire in alignment with goals to limit warming to 1.5°C.","ai_generated":true,"unit":"gem-000006#insight-4","date_modified":"2026-10-23"},{"text":"While 101 countries have formally committed to 'No New Coal' or abandoned coal plans, global capacity has risen 11% since the 2015 Paris Agreement because new plant commissions have outpaced closures.","ai_generated":true,"unit":"gem-000006#insight-5","date_modified":"2026-10-23"}],"climate_tags":["phase-out","Paris Agreement","Net-zero emissions","greenhouse gas emissions"],"geography_discussed":["People's Republic of China","United States","European Union","India","Indonesia","United Kingdom","Italy","Poland","Vietnam","Japan","Bangladesh","Pakistan","South Korea","Greece","Zimbabwe","Laos","Nigeria","Russia","Australia","Turkey","Kazakhstan","Austria","Belgium","Sweden","Portugal","Peru","United Arab Emirates","Slovakia"],"frame_perspective":[],"analysis_type":["trend analysis","capacity tracking"]},{"id":"gem-000012","url":"https://climateinsightsdirectory.org/document/gem-000012","title":"US LNG pause curbs its export overbuild without compromising Europe’s energy security","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2024-04-29","source_url":"https://globalenergymonitor.org/research/us-lng-pause-curbs-its-export-overbuild-without-compromising-europes-energy-security","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The January 2024 pause on non-FTA LNG export authorizations affects 88.9 million tonnes per annum (mtpa) of proposed capacity, representing one-quarter of all U.S. export capacity in development. The briefing argues that this pause curbs an overbuild of LNG infrastructure without harming Europe's energy security, as U.S. export capacity is still expected to increase by over 50% through 2026 from unaffected projects, while European gas demand is forecast to decline.","ai_generated":true,"unit":"gem-000012#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The Biden Administration's pause on non-FTA LNG export authorizations impacts 88.9 mtpa of proposed capacity, which constitutes 25% of all export capacity currently in development in the United States and 10% of the global total.","ai_generated":true,"unit":"gem-000012#insight-1","date_modified":"2026-10-23"},{"text":"The pause has minimal near-term effects on U.S. exports, as only 14% of potential capacity additions between 2024 and 2026 (17.2 mtpa) are affected. U.S. export capacity is projected to grow by more than 50% over the next three years due to projects that are already under construction or have reached final investment decisions.","ai_generated":true,"unit":"gem-000012#insight-2","date_modified":"2026-10-23"},{"text":"European energy security is not compromised by the pause because the region is already receiving sufficient U.S. LNG and its gas demand is expected to fall. The IEEFA forecasts EU gas demand could decrease by 16% by 2030, with LNG demand peaking in 2025.","ai_generated":true,"unit":"gem-000012#insight-3","date_modified":"2026-10-23"},{"text":"Sustaining the halt of these projects could significantly reduce global greenhouse gas emissions, with potential annual emissions from the affected projects reaching up to 381 megatonnes of CO2 equivalent.","ai_generated":true,"unit":"gem-000012#insight-4","date_modified":"2026-10-23"},{"text":"The pause affects twelve U.S. projects and two projects in Mexico: the Saguaro Energía LNG Terminal (6.13 mtpa) and the New Fortress Altamira FLNG Terminal (3.07 mtpa).","ai_generated":true,"unit":"gem-000012#insight-5","date_modified":"2026-10-23"}],"climate_tags":["liquefied natural gas","greenhouse gas emissions","energy security","energy transition","energy efficiency","renewable energy"],"geography_discussed":["Europe","Mexico","World"],"frame_perspective":[],"analysis_type":["impact assessment","policy analysis"]},{"id":"gem-000057","url":"https://climateinsightsdirectory.org/document/gem-000057","title":"繁荣与衰落","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"zh","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Chinese_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The 2024 'Boom and Bust' report finds that while many countries are reducing coal capacity, global operational capacity grew by 2% in 2023 to 2,130 GW, driven largely by China. China's new coal construction reached an eight-year high, contradicting its 2021 pledge to strictly control new projects. Globally, only 15% of operational coal capacity is committed to retirement aligned with the 1.5°C goal. While construction outside China hit a nine-year low, new planning in India, Kazakhstan, and Indonesia remains a challenge, and captive coal plants are emerging as a persistent loophole.","ai_generated":true,"unit":"gem-000057#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global operational coal capacity increased by 2% in 2023, reaching 2,130 GW, with two-thirds of this growth coming from China. This follows a trend where global operational capacity has grown by 11% since the 2015 Paris Agreement.","ai_generated":true,"unit":"gem-000057#insight-1","date_modified":"2026-10-23"},{"text":"China's coal power expansion is accelerating despite official pledges. New coal project construction in China reached its highest level in eight years, and the total capacity of approved projects in 2022 and 2023 was four times the total approved between 2016 and 2020.","ai_generated":true,"unit":"gem-000057#insight-2","date_modified":"2026-10-23"},{"text":"While new construction outside China hit a nine-year low, new planning persists. In 2023, new planned capacity totaled 20.9 GW, primarily in India (11.4 GW), Kazakhstan (4.6 GW), and Indonesia (2.5 GW). Captive coal plants, which serve specific industrial activities like chrome smelting in Zimbabwe or nickel smelting in Indonesia, are identified as a remaining stronghold for coal planning.","ai_generated":true,"unit":"gem-000057#insight-3","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","Coal phase-out","climate finance","carbon capture and storage"],"geography_discussed":["United States","European Union","United Kingdom","Kazakhstan","Zimbabwe","Brazil"],"frame_perspective":[],"analysis_type":["capacity tracking","policy assessment"]},{"id":"gem-000058","url":"https://climateinsightsdirectory.org/document/gem-000058","title":"L’ÉTAT DES CENTRALES À CHARBON DU MONDE","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"fr","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-French_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report highlights a contradictory global trend: while most countries are reducing coal construction and many are committing to phase-outs, global coal capacity increased by 11% since 2015, reaching a record high in 2023. This growth is driven primarily by China, which accounted for two-thirds of the 2023 increase. Outside China, new construction starts reached their lowest level since 2015. The report notes that only 15% of global operational capacity has a documented phase-out plan aligned with the 1.5°C goal. Regional analyses show significant progress in the EU and UK, though some countries lag behind 2030 targets, and a volatile situation in Sub-Saharan Africa where South Africa remains heavily dependent on coal despite an energy crisis.","ai_generated":true,"unit":"gem-000058#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal power capacity reached an absolute record in 2023, increasing by 48.4 GW (2%) to a total of 2,130 GW. China was responsible for two-thirds of this increase.","ai_generated":true,"unit":"gem-000058#insight-1","date_modified":"2026-10-23"},{"text":"Excluding China, the number of new coal plant construction starts in 2023 decreased for the second consecutive year, reaching the lowest level since data collection began in 2015.","ai_generated":true,"unit":"gem-000058#insight-2","date_modified":"2026-10-23"},{"text":"There is a significant gap in phase-out planning; only 317 GW (15%) of global operational capacity has a documented retirement plan aligned with the Paris Agreement's 1.5°C limit. To eliminate coal by 2040, an average of 126 GW must be closed annually over the next 17 years.","ai_generated":true,"unit":"gem-000058#insight-3","date_modified":"2026-10-23"},{"text":"In the EU and UK, coal-fired electricity production collapsed by 26% in 2023, with renewables exceeding 40% of total EU production for the first time. However, six countries (Bulgaria, Croatia, Czech Republic, Poland, Romania, and Slovenia) are lagging behind the 2030 phase-out standards.","ai_generated":true,"unit":"gem-000058#insight-4","date_modified":"2026-10-23"},{"text":"South Africa represents 93% of Sub-Saharan Africa's coal capacity and operates the world's sixth-largest coal fleet. Despite this, it faced a severe energy crisis in 2023 with 335 days of intermittent power cuts.","ai_generated":true,"unit":"gem-000058#insight-5","date_modified":"2026-10-23"},{"text":"In the Middle East and North Africa (MENA), no new coal projects are under study for the third consecutive year. Only Israel and Morocco currently operate coal capacity (8.6 GW total), and both are planning to transition away from it.","ai_generated":true,"unit":"gem-000058#insight-6","date_modified":"2026-10-23"},{"text":"Zimbabwe is the country with the most coal capacity under study in Sub-Saharan Africa (6.5 GW), including 1.9 GW of new projects in 2023 specifically for chrome extraction ('captive' projects) likely controlled by Chinese interests.","ai_generated":true,"unit":"gem-000058#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","climate finance","renewable energy","carbon capture and storage","just transition","greenhouse gas emissions"],"geography_discussed":["People's Republic of China","India","European Union","United Kingdom","United States","Middle East and North Africa","sub-Saharan Africa","South Africa","Zimbabwe","Israel","Morocco","Iran","Botswana","Nigeria","Kazakhstan","Indonesia"],"frame_perspective":[],"analysis_type":["global assessment","regional analysis","trend analysis"]},{"id":"gem-000059","url":"https://climateinsightsdirectory.org/document/gem-000059","title":"Melacak Rangkaian Proyek Baru Pembangkit Listrik Batu Bara Global","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"id","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Indonesian_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that global coal capacity reached a record high in 2023, totaling 2,130 GW, driven largely by China. While new construction starts reached a nine-year low outside China, they hit an eight-year high within China. Only 15% of global operating coal capacity has retirement commitments aligned with the 1.5°C Paris Agreement goal. In Indonesia, the transition is hindered by the rapid growth of 'captive' coal plants for nickel smelting, a reduction in renewable energy targets, and a financial taxonomy that classifies captive coal as 'transition' activities.","ai_generated":true,"unit":"gem-000059#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal-fired power capacity increased by 48.4 GW (2%) in 2023 to a total of 2,130 GW, with China accounting for two-thirds of this growth.","ai_generated":true,"unit":"gem-000059#insight-1","date_modified":"2026-10-23"},{"text":"There is a stark contrast in new construction trends: starts reached their lowest annual level since 2015 outside China, while in China, they reached an eight-year high, marking the fourth consecutive year of increases.","ai_generated":true,"unit":"gem-000059#insight-2","date_modified":"2026-10-23"},{"text":"Only 15% (317 GW) of current global operating coal capacity has retirement commitments consistent with the Paris Agreement's 1.5°C warming limit. To phase out operating plants by 2040, an average of 126 GW must be closed annually.","ai_generated":true,"unit":"gem-000059#insight-3","date_modified":"2026-10-23"},{"text":"In 2023, new coal proposals outside China were led by India (11.4 GW), Kazakhstan (4.6 GW), and Indonesia (2.5 GW). India's new proposals were the highest since 2016.","ai_generated":true,"unit":"gem-000059#insight-4","date_modified":"2026-10-23"},{"text":"Indonesia's energy transition is compromised by the rise of 'captive' coal plants for industrial use, particularly nickel smelting. Captive coal capacity in Indonesia was ten times higher at the end of 2023 than in 2013, and 27.5% of its operating coal plants are captive.","ai_generated":true,"unit":"gem-000059#insight-5","date_modified":"2026-10-23"},{"text":"Indonesia's Just Energy Transition Partnership (JETP) has been criticized because grants represent less than 1% of the commitment value, and the target for early coal plant retirement was reduced from 5.5 GW to 1.7 GW in November 2023.","ai_generated":true,"unit":"gem-000059#insight-6","date_modified":"2026-10-23"},{"text":"The Indonesian Financial Services Authority (OJK) updated its financial taxonomy to categorize captive coal power plants as 'transition' activities, which the report describes as a step backward.","ai_generated":true,"unit":"gem-000059#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","renewable energy","climate finance","Just Energy Transition Partnership","carbon capture and storage"],"geography_discussed":["People's Republic of China","India","Indonesia","United States","European Union","United Kingdom","Kazakhstan","Zimbabwe","Japan","Brazil","Central Asia"],"frame_perspective":[],"analysis_type":["capacity tracking","policy assessment","financial analysis"]},{"id":"gem-000060","url":"https://climateinsightsdirectory.org/document/gem-000060","title":"2024 活況と不況－石炭 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":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Japanese_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"This document is a Japanese translation of an excerpt from the 'Boom & Bust Coal 2024' report by Global Energy Monitor and its partners. It tracks global coal-fired power plant plans as of April 2024, highlighting a contradiction where global coal capacity reached record highs in 2023 despite a general trend of shrinking development pipelines in most countries except China.","ai_generated":true,"unit":"gem-000060#summary","date_modified":"2026-08-17"},"key_insights":[{"text":"Global coal-fired power capacity increased by 48.4 GW (2%) in 2023, reaching a total of 2,130 GW, with China accounting for two-thirds of this growth.","ai_generated":true,"unit":"gem-000060#insight-1","date_modified":"2026-08-17"},{"text":"While new coal construction starts reached their lowest level since 2015 outside of China, China saw a contrary trend with new starts increasing for four consecutive years, reaching an eight-year high.","ai_generated":true,"unit":"gem-000060#insight-2","date_modified":"2026-08-17"},{"text":"Japan ranks 4th globally in coal capacity, reaching 55.1 GW in 2023 after the completion of the Kobe, Saijo, and Yokosuka plants. Despite a 97.6% decrease in new plans since 2015, one 'zombie' project remains: the 0.5 GW GENESIS Matsushima plant planned by J-POWER for a 2026 start, which utilizes biomass, ammonia, and hydrogen co-firing and CCS technology.","ai_generated":true,"unit":"gem-000060#insight-3","date_modified":"2026-08-17"},{"text":"Japan lacks a planned coal phase-out target, with only 1.9 GW (3.4%) of its operating capacity having scheduled closure dates. The document notes Japan's opposition during the April 2023 G7 meeting to adopting 2030 as a formal phase-out date for unabated coal power.","ai_generated":true,"unit":"gem-000060#insight-4","date_modified":"2026-08-17"}],"climate_tags":["coal-fired power","energy transition","phase-out","paris agreement","carbon capture and storage (ccs)"],"geography_discussed":["People's Republic of China","India","European Union","United Kingdom","United States","Turkey","Indonesia","Pakistan","Bangladesh","Laos","Philippines","South Korea","Australia","Central Asia","Middle East and North Africa","sub-Saharan Africa","Latin America and the Caribbean","Zimbabwe","Brazil"],"frame_perspective":[],"analysis_type":["Tracking","Policy Analysis"]}]}