{"query_echo":{"q":"","filters":{"organization":["Global Energy Monitor"]},"warnings":[]},"total":{"value":256,"relation":"eq"},"page":6,"page_size":20,"self":"https://climateinsightsdirectory.org/api/v1/search?organization=global-energy-monitor&page=6","next":"https://climateinsightsdirectory.org/api/v1/search?organization=global-energy-monitor&page=7","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-000061","url":"https://climateinsightsdirectory.org/document/gem-000061","title":"석탄의 경제 대전환 전 세계 석탄발전소 추이 조사","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ko","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-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 many countries are reducing planned coal capacity, global operational capacity reached a record high in 2023, driven largely by China. It highlights a divergence between China's increasing construction and the decline in other regions. In South Korea, the report argues that current plans are insufficient to meet Paris Agreement goals and that continued reliance on coal, including ammonia co-firing, poses significant financial risks to the state utility and the national economy.","ai_generated":true,"unit":"gem-000061#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global operational coal power capacity increased by 48.4GW (2%) in 2023 to reach a total of 2,130GW, with China accounting for two-thirds of this growth.","ai_generated":true,"unit":"gem-000061#insight-1","date_modified":"2026-10-23"},{"text":"New coal construction starts in regions outside China have reached their lowest annual level since data collection began in 2015, whereas China's starts have increased for four consecutive years, reaching an 8-year high.","ai_generated":true,"unit":"gem-000061#insight-2","date_modified":"2026-10-23"},{"text":"Only 15% (317GW) of the world's operational coal capacity is currently committed to be retired in line with the Paris Agreement's 1.5°C goal; achieving a full phase-out by 2040 would require closing approximately two plants per week for the next 17 years.","ai_generated":true,"unit":"gem-000061#insight-3","date_modified":"2026-10-23"},{"text":"The Korea Electric Power Corporation (KEPCO) has recorded a total deficit of 50 trillion KRW since 2022, with approximately 30% of this estimated to be directly attributable to coal power generation.","ai_generated":true,"unit":"gem-000061#insight-4","date_modified":"2026-10-23"},{"text":"In South Korea, the use of ammonia co-firing at plants such as Yeongheung, Samcheok, and Shin-Boryeong is criticized for potentially extending the lifespan of coal plants and maintaining national dependence on coal.","ai_generated":true,"unit":"gem-000061#insight-5","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","Nationally Determined Contributions","phase-out","Cofiring","climate finance","just transition","greenhouse gas emissions"],"geography_discussed":["People's Republic of China","India","United States","European Union","United Kingdom","Indonesia","Kazakhstan","Zimbabwe","Brazil","Central Asia","South Chungcheong"],"frame_perspective":[],"analysis_type":["trend analysis","policy assessment","financial risk analysis"]},{"id":"gem-000062","url":"https://climateinsightsdirectory.org/document/gem-000062","title":"RASTREAMENTO GLOBAL DAS USINAS DE CARVÃO","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"pt","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Portuguese_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Global coal capacity reached a record high of 2,130 GW in 2023, growing by 2% (48.4 GW), primarily driven by China. While new construction hit a nine-year low outside China, it reached an eight-year high within China. Only 15% of global operational capacity is under a phase-out commitment. In Latin America, operational capacity is declining, though some countries like Brazil and Mexico face challenges with decommissioning timelines and legislative extensions of plant lifespans.","ai_generated":true,"unit":"gem-000062#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global operational coal capacity reached a historic peak in 2023 at 2,130 GW, representing a 2% increase (48.4 GW) over the previous year, with China accounting for two-thirds of these additions.","ai_generated":true,"unit":"gem-000062#insight-1","date_modified":"2026-10-23"},{"text":"New coal construction trends diverged sharply in 2023: starts reached a record annual low outside China since 2015, while in China they hit an eight-year high, contradicting President Xi Jinping's 2021 pledge to \"strictly control\" coal projects.","ai_generated":true,"unit":"gem-000062#insight-2","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","carbon capture and storage","climate finance","greenhouse gas emissions"],"geography_discussed":["United Kingdom"],"frame_perspective":[],"analysis_type":["quantitative assessment","policy review"]},{"id":"gem-000063","url":"https://climateinsightsdirectory.org/document/gem-000063","title":"Бум и Крах Угля","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"ru","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Russian_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"In 2023, global coal capacity reached a record 2130 GW, driven largely by China, despite a decline in new construction starts outside China. While 101 countries have committed to avoiding new coal, significant pre-construction pipelines remain in China and India. Central Asia is identified as a region moving against the global trend, with proposed coal capacity reaching 45% of its current operational capacity, led by Kazakhstan.","ai_generated":true,"unit":"gem-000063#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal capacity increased by 48.4 GW (2%) in 2023 to reach a record total of 2130 GW, with China accounting for two-thirds of this growth.","ai_generated":true,"unit":"gem-000063#insight-1","date_modified":"2026-10-23"},{"text":"New coal construction starts have reached a record low since 2015 outside of China, whereas China's new construction has grown for four consecutive years, reaching an eight-year peak.","ai_generated":true,"unit":"gem-000063#insight-2","date_modified":"2026-10-23"},{"text":"A significant gap exists between current capacity and climate goals: only 15% (317 GW) of global operational coal capacity is committed for decommissioning to align with the 1.5°C warming threshold.","ai_generated":true,"unit":"gem-000063#insight-3","date_modified":"2026-10-23"},{"text":"Central Asia is expanding its coal ambitions, with proposed capacity in Kazakhstan, Kyrgyzstan, Tajikistan, and Uzbekistan equaling 45% of the region's current operational capacity.","ai_generated":true,"unit":"gem-000063#insight-4","date_modified":"2026-10-23"},{"text":"Kazakhstan proposed 4.6 GW of new coal capacity in 2023, making it the third largest globally for new proposals after China and India, despite having a carbon neutrality strategy adopted in February 2023.","ai_generated":true,"unit":"gem-000063#insight-5","date_modified":"2026-10-23"},{"text":"Central Asia's existing coal fleet is severely aged, with 61% (10.2 GW of 16.8 GW) operating for over 40 years; a 2023 audit of Kazakh plants showed an average wear level of 66%.","ai_generated":true,"unit":"gem-000063#insight-6","date_modified":"2026-10-23"},{"text":"India saw a surge in new coal proposals in 2023, adding 11.4 GW of entirely new projects, the highest annual increase since 2016.","ai_generated":true,"unit":"gem-000063#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","carbon neutrality","climate finance","Paris Agreement","renewable energy","carbon capture and storage"],"geography_discussed":["People's Republic of China","India","Kazakhstan","Kyrgyzstan","Tajikistan","Uzbekistan","United States","European Union","United Kingdom","Japan","Brazil","Zimbabwe","Indonesia"],"frame_perspective":[],"analysis_type":["trend analysis","policy assessment","regional case study"]},{"id":"gem-000064","url":"https://climateinsightsdirectory.org/document/gem-000064","title":"Auge y caída del carbón 2024","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"es","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Spanish_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The 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. While new construction reached a historic low outside China, it hit an eight-year high within China. Only 15% of global operational capacity has a retirement commitment aligned with the 1.5°C goal. In Latin America, capacity is gradually decreasing, though some countries like Colombia and Mexico lack concrete phase-out plans, and Brazil has seen some retirement dates postponed.","ai_generated":true,"unit":"gem-000064#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global operational coal capacity increased by 11% since 2015, reaching an all-time high in 2023. The global portfolio grew by 48.4 GW (2%) in 2023 to a total of 2,130 GW, with China accounting for two-thirds of these additions.","ai_generated":true,"unit":"gem-000064#insight-1","date_modified":"2026-10-23"},{"text":"There is a stark divergence in new construction trends: outside China, new works hit a historic annual low since 2015, whereas in China, they increased for the fourth consecutive year, reaching an eight-year peak.","ai_generated":true,"unit":"gem-000064#insight-2","date_modified":"2026-10-23"},{"text":"Global phase-out efforts are insufficient to meet the Paris Agreement's 1.5°C target; only 15% (317 GW) of current operational capacity has an aligned retirement commitment. To phase out operational capacity by 2040, an average of 126 GW must be retired annually.","ai_generated":true,"unit":"gem-000064#insight-3","date_modified":"2026-10-23"},{"text":"The G20 countries hold the vast majority of the world's coal infrastructure, representing 92% of operational capacity (1,968 GW) and 88% of pre-construction capacity (336 GW).","ai_generated":true,"unit":"gem-000064#insight-4","date_modified":"2026-10-23"},{"text":"In Latin America, coal capacity has declined since 2020, with 1.4 GW in development and construction by late 2023 (an 86% drop from 10.2 GW in 2015). However, progress is uneven: Argentina has the region's only unit under construction (Río Turbio), and Brazil has seen some retirement dates extended, such as the Jorge Lacerda plant's extension to 2040.","ai_generated":true,"unit":"gem-000064#insight-5","date_modified":"2026-10-23"},{"text":"Specific national trends in Latin America show Chile has closed nine plants since 2019, while Colombia joined the Powering Past Coal Alliance in September 2023 but faces legal hurdles, such as the annulment of a decree to decarbonize the Termoguajira plant.","ai_generated":true,"unit":"gem-000064#insight-6","date_modified":"2026-10-23"}],"climate_tags":["energy transition","Paris Agreement","phase-out","carbon capture and storage","decarbonization","climate finance"],"geography_discussed":["People's Republic of China","European Union","United Kingdom","United States","Latin America","Brazil","Argentina","Chile","Colombia","Mexico","Panama","Indonesia","Kazakhstan","Zimbabwe"],"frame_perspective":[],"analysis_type":["monitoring","assessment"]},{"id":"gem-000065","url":"https://climateinsightsdirectory.org/document/gem-000065","title":"KÜRESEL KÖMÜRLÜ TERMIK SANTRAL TAKIBI","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"tr","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Turkish_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Global coal-fired power capacity reached a record 2,130 GW in 2023, driven largely by China, despite a general global trend toward reducing new coal construction. While the EU and UK are accelerating retirements, China's new construction capacity reached an eight-year high. Turkey continues to develop coal capacity, ranking eighth globally in capacity under development, despite significant local opposition and the cancellation of numerous projects.","ai_generated":true,"unit":"gem-000065#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global coal-fired power capacity reached its highest level in history in 2023, totaling 2,130 GW after a 2% (48.4 GW) increase.","ai_generated":true,"unit":"gem-000065#insight-1","date_modified":"2026-10-23"},{"text":"China's coal plant construction trends diverge sharply from the rest of the world; while non-Chinese countries saw the lowest level of new construction since 2015, China's new capacity reached its highest level in eight years in 2023.","ai_generated":true,"unit":"gem-000065#insight-2","date_modified":"2026-10-23"},{"text":"Only 15% (317 GW) of the global operating coal capacity has retirement commitments aligned with the Paris Agreement's 1.5°C goal. To reach zero coal capacity by 2040, an average of 126 GW must be retired annually over the next 17 years.","ai_generated":true,"unit":"gem-000065#insight-3","date_modified":"2026-10-23"},{"text":"Turkey ranks eighth globally for coal capacity under development (4.8 GW) and remains the highest in this category among OECD countries and neighbors in Eastern Europe and Western Asia, despite not starting new construction in 2023.","ai_generated":true,"unit":"gem-000065#insight-4","date_modified":"2026-10-23"},{"text":"In the EU and UK, coal-fired electricity generation fell by 26% in 2023, and for the first time, renewable energy accounted for more than 40% of total electricity production in the EU.","ai_generated":true,"unit":"gem-000065#insight-5","date_modified":"2026-10-23"},{"text":"The G20 countries control the vast majority of coal infrastructure, holding 92% of operating capacity (1,968 GW) and 88% of pre-construction capacity (336 GW).","ai_generated":true,"unit":"gem-000065#insight-6","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","renewable energy","decarbonization","climate finance","just transition","carbon capture and storage"],"geography_discussed":["People's Republic of China","India","European Union","United Kingdom","United States","Turkey","Indonesia","Zimbabwe","Kazakhstan","Brazil","Ireland","Spain","Slovakia","Germany","Greece","Poland"],"frame_perspective":[],"analysis_type":["capacity tracking","policy assessment","trend analysis"]},{"id":"gem-000143","url":"https://climateinsightsdirectory.org/document/gem-000143","title":"Mixed messages: New oil and gas extraction areas raise the stakes for methane abatement","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_GMET-Oil-Gas-Extraction-Briefing_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Global Energy Monitor identifies 74 new oil and gas projects that could emit 2.4 million metric tonnes of methane annually by 2030, potentially undermining the Global Methane Pledge. The analysis reveals significant discrepancies between these potential emissions and the company-wide figures reported by operators to the OGMP 2.0, suggesting widespread underreporting of assets or methane intensity. A small number of fields in Saudi Arabia and Guyana account for a disproportionate share of these emissions, while new EU regulations on imported oil and gas are expected to impact many of these developments.","ai_generated":true,"unit":"gem-000143#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Seventy-four proposed oil and gas extraction projects slated to reach peak production by 2030 have the potential to emit 2.4 million metric tonnes of methane annually, which is nearly equivalent to the emissions of the entire fossil fuel production sector in Europe.","ai_generated":true,"unit":"gem-000143#insight-1","date_modified":"2026-10-23"},{"text":"Methane emissions from these projects are highly concentrated; twelve fields account for half of the total potential emissions, with over 30% originating from four fields in Saudi Arabia and two in Guyana.","ai_generated":true,"unit":"gem-000143#insight-2","date_modified":"2026-10-23"},{"text":"There is a significant gap between the potential emissions of projects under development and the company-wide emissions reported by operators to the Oil and Gas Methane Partnership 2.0 (OGMP 2.0). For some companies, GEM's estimates for fields in development are up to thirteen times larger than the reported company-wide emissions.","ai_generated":true,"unit":"gem-000143#insight-3","date_modified":"2026-10-23"},{"text":"The expansion of oil and gas production poses a risk to the Global Methane Pledge (GMP), as most projects under development are located in countries or operated by companies that have committed to reducing global methane emissions by 30% by 2030.","ai_generated":true,"unit":"gem-000143#insight-4","date_modified":"2026-10-23"},{"text":"New European Union regulations requiring monitoring, disclosure, and abatement for imported oil and gas will likely affect many of the analyzed fields, as every examined field either is located within an EU member state or exports to one.","ai_generated":true,"unit":"gem-000143#insight-5","date_modified":"2026-10-23"},{"text":"The potential impact of new fields on national emissions is substantial in some countries; for example, new fields in Guyana could emit 287% of its 2023 oil and gas production emissions, and in the United Kingdom, 107%.","ai_generated":true,"unit":"gem-000143#insight-6","date_modified":"2026-10-23"}],"climate_tags":["methane emissions","petroleum industry","shale gas","Carbon lock-in"],"geography_discussed":["European Union","Saudi Arabia","Guyana","United Arab Emirates","Iran","Russia","Uganda","Mexico","Brazil","Indonesia","Libya","Malaysia","Republic of the Congo","Brunei","United States","United Kingdom","Romania"],"frame_perspective":[],"analysis_type":["emissions assessment","policy impact analysis","corporate disclosure audit"]},{"id":"gem-000176","url":"https://climateinsightsdirectory.org/document/gem-000176","title":"BOOM AND BUST COAL 2024","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-04","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024_24.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The global operating coal fleet grew by 48.4 GW (2%) in 2023 to 2,130 GW, primarily driven by China. While many countries have reduced their coal pipelines or committed to 'No New Coal,' China saw an eight-year high in new construction starts. Outside China, new construction hit a record annual low. However, global operating capacity has grown 11% since 2015, and only 15% of current capacity has a retirement commitment aligned with the 1.5°C goal.","ai_generated":true,"unit":"gem-000176#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Global operating coal power capacity reached an all-time high in 2023, increasing by 48.4 GW (2%) to a total of 2,130 GW. China was the primary driver, accounting for 68% of global additions with 47.4 GW of new plants coming online.","ai_generated":true,"unit":"gem-000176#insight-1","date_modified":"2026-10-23"},{"text":"There is a stark divergence in construction trends: new construction starts outside China hit a record annual low since 2015, while China's new construction starts hit an eight-year high, totaling 70.2 GW in 2023.","ai_generated":true,"unit":"gem-000176#insight-2","date_modified":"2026-10-23"},{"text":"Global pre-construction coal capacity (announced, pre-permit, and permitted) increased by 6% in 2023 to 578.2 GW. This capacity is highly concentrated, with China and ten other countries—including India, Bangladesh, and Indonesia—accounting for 95% of the total.","ai_generated":true,"unit":"gem-000176#insight-3","date_modified":"2026-10-23"},{"text":"India is expanding its coal fleet, introducing 11.4 GW of entirely new coal proposals in 2023—the highest since 2016—and commissioning 5.5 GW of new capacity.","ai_generated":true,"unit":"gem-000176#insight-4","date_modified":"2026-10-23"},{"text":"In the EU and UK, coal generation collapsed by 26% in 2023, and the region's coal development has dwindled to a single project (0.1 GW) in Poland.","ai_generated":true,"unit":"gem-000176#insight-5","date_modified":"2026-10-23"},{"text":"The United States retired 9.7 GW of coal capacity in 2023. Approximately half of its current operating capacity (101.2 GW) is expected to be decommissioned or converted by 2035.","ai_generated":true,"unit":"gem-000176#insight-6","date_modified":"2026-10-23"},{"text":"Indonesia's energy transition is complicated by the rapid growth of 'captive' coal plants used for industrial activities, particularly nickel smelters, with 3.3 GW of captive capacity coming online in 2023.","ai_generated":true,"unit":"gem-000176#insight-7","date_modified":"2026-10-23"},{"text":"Central Asia is trending against the global shift, with proposed coal capacity now equivalent to 45% of the region's current operating capacity, led by Kazakhstan's 4.6 GW of new proposals in 2023.","ai_generated":true,"unit":"gem-000176#insight-8","date_modified":"2026-10-23"},{"text":"Private financial institutions showed a slowdown in adopting coal policies in 2023, with 23 institutions updating or adopting policies compared to 57 in 2022.","ai_generated":true,"unit":"gem-000176#insight-9","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","Paris Agreement","climate finance","carbon capture and storage","carbon neutrality","renewable energy","just transition","decarbonization"],"geography_discussed":["People's Republic of China","India","United States","European Union","United Kingdom","Indonesia","Vietnam","South Africa","Kazakhstan","Japan","Australia","Turkey","Central Asia","Latin America","sub-Saharan Africa"],"frame_perspective":[],"analysis_type":["infrastructure tracking","policy assessment","financial analysis"]},{"id":"gem-000119","url":"https://climateinsightsdirectory.org/document/gem-000119","title":"In China, a small boost to low-emissions steelmaking can mean big cuts to its carbon footprint","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2024-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-China-steel-brief-March-2024_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","analysis_type"],"summary":{"text":"China's steel industry is dominated by emissions-intensive BF-BOF technology, which accounted for almost 94% of industry emissions in 2022. While the Ministry of Industry and Information Technology (MIIT) set a target of 15% EAF production by 2025, the document argues that China already possesses the capacity (151 mtpa) to meet this goal if utilization rates are increased. Achieving a more ambitious 20% EAF target by 2025 could reduce industry emissions by 217 mtpa CO2, nearly 11% of 2022 levels. Key obstacles to this transition include scrap steel distribution and power supply stability, though the growth of scrap availability and offshore wind energy provides opportunities for decarbonization.","ai_generated":true,"unit":"gem-000119#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China's steel industry is heavily reliant on the coal-based blast furnace-basic oxygen furnace (BF-BOF) route, which is significantly more carbon-intensive than the electric arc furnace (EAF) route. BF-BOF steel has an emissions intensity of approximately 2.1 tonnes CO2 per tonne of steel, compared to 1.3 tonnes CO2 for EAF steel.","ai_generated":true,"unit":"gem-000119#insight-1","date_modified":"2026-10-23"},{"text":"In 2022, BF-BOF production was the primary driver of the industry's carbon footprint, accounting for nearly 94% of total emissions.","ai_generated":true,"unit":"gem-000119#insight-2","date_modified":"2026-10-23"},{"text":"China has the existing capacity to meet its target of 15% EAF production by 2025 without further installation, provided it increases the utilization rates of its EAFs. As of January 2024, China has 151 mtpa of operating EAF capacity, which exceeds the 143 mtpa required to hit the 15% goal based on a projected 2025 production of 950 mtpa.","ai_generated":true,"unit":"gem-000119#insight-3","date_modified":"2026-10-23"},{"text":"The Ministry of Industry and Information Technology (MIIT) reduced its ambition for the industry by removing a goal of 20% EAF production by 2025 from the final 2022 version of its report, settling instead on a 15% target.","ai_generated":true,"unit":"gem-000119#insight-4","date_modified":"2026-10-23"},{"text":"Reaching a 20% EAF production share by 2025 would result in a total emissions reduction of 217 mtpa CO2, representing nearly 11% of 2022 levels. This would require adding at least 39 mtpa of EAF capacity, though current plans (adding 48 mtpa while closing 21 mtpa) result in a net increase of approximately 27 mtpa.","ai_generated":true,"unit":"gem-000119#insight-5","date_modified":"2026-10-23"},{"text":"While scrap steel availability is often cited as a constraint, China had 260 million tonnes available in 2022, more than the industry was using. Projections suggest scrap resources will grow to 320 million tonnes by 2025, 390 million tonnes by 2030, and 500 million tonnes by 2050.","ai_generated":true,"unit":"gem-000119#insight-6","date_modified":"2026-10-23"},{"text":"China's hydrogen-based direct reduced iron (DRI) industry is hindered by unstable energy supplies and power shortages rather than a lack of hydrogen, as green hydrogen facilities currently operate at less than 10% capacity on average.","ai_generated":true,"unit":"gem-000119#insight-7","date_modified":"2026-10-23"}],"climate_tags":["carbon dioxide emissions","green hydrogen","offshore wind power","energy transition","Industrial decarbonization"],"geography_discussed":[],"frame_perspective":[],"analysis_type":["policy assessment","capacity analysis","emissions projection"]},{"id":"gem-000141","url":"https://climateinsightsdirectory.org/document/gem-000141","title":"EUROPE GAS TRACKER REPORT 2024","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_Europe_Gas_Tracker_2024_35.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The Europe Gas Tracker Report 2024 finds that Europe is continuing a massive gas infrastructure buildout despite emerging from its energy crisis and seeing a decline in gas demand. With €84.1 billion in planned LNG terminals and pipelines, the report argues that the region is creating significant overcapacity and risking stranded assets. It further warns that these projects could increase annual emissions by up to 1.1 gigatonnes CO2e, undermining the EU's 'Fit for 55' goals. Additionally, the report characterizes the proposed 35,000 km hydrogen pipeline network as a 'red herring' that may serve to lock in methane gas infrastructure due to technical incompatibilities and the lack of green hydrogen production.","ai_generated":true,"unit":"gem-000141#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Europe is continuing a significant expansion of gas infrastructure despite a more secure energy position, with €84.1 billion in new LNG terminals and pipelines in planning. This buildout includes 248.7 bcm/y of new LNG import capacity and 16,491 km of new gas transmission pipelines, which could increase total import capacity by 55%.","ai_generated":true,"unit":"gem-000141#insight-1","date_modified":"2026-10-23"},{"text":"The planned gas infrastructure is deemed unnecessary because Europe already possesses significant overcapacity. In 2023, LNG import capacity (318.7 bcm/y) was nearly double the LNG demand (167 bcm). If all planned projects are completed by 2030, import capacity (567.5 bcm/y) could exceed forecasted demand (134.7 bcm) by more than four times.","ai_generated":true,"unit":"gem-000141#insight-2","date_modified":"2026-10-23"},{"text":"New gas infrastructure poses a severe threat to the EU's climate targets. Projects already under construction could add 195 megatonnes CO2e per year, equivalent to 50 coal plants. If all proposed projects are built, annual emissions could increase six-fold to 1.1 gigatonnes CO2e, which is approximately one-quarter of Europe's 2020 emissions.","ai_generated":true,"unit":"gem-000141#insight-3","date_modified":"2026-10-23"},{"text":"Germany, Italy, and Greece are the primary drivers of the buildout, accounting for half of the estimated costs (€45.3 billion). Germany has the most LNG import capacity in development in Europe (89.9 bcm/y), while Greece has the most planned pipeline length (2,795 km).","ai_generated":true,"unit":"gem-000141#insight-4","date_modified":"2026-10-23"},{"text":"The proposed 35,000 km hydrogen transmission pipeline network, including the European Hydrogen Backbone, is criticized as a potential distraction from decarbonization. The report notes that methane pipelines are largely unsuitable for hydrogen and that blending hydrogen into gas-fired generation provides minimal emissions reductions; for example, a 20% hydrogen blend only reduces methane usage by 7%.","ai_generated":true,"unit":"gem-000141#insight-5","date_modified":"2026-10-23"},{"text":"There is a critical shortage of green hydrogen to support the proposed infrastructure. As of 2022, only 0.7% of global hydrogen production was from low-emissions electrolysis. The EU produced 8 million tonnes of hydrogen in 2021, with 96% derived from methane cracking.","ai_generated":true,"unit":"gem-000141#insight-6","date_modified":"2026-10-23"},{"text":"Some LNG projects have faced setbacks in 2023, suggesting a possible decline in interest. Specifically, 17.6 bcm/y of capacity has been shelved and at least 60.6 bcm/y has been delayed, with projects in Ireland, Latvia, and Poland facing uncertainty.","ai_generated":true,"unit":"gem-000141#insight-7","date_modified":"2026-10-23"}],"climate_tags":["liquefied natural gas","greenhouse gas emissions","methane","green hydrogen","energy security","stranded asset","wind power","photovoltaics","decarbonization"],"geography_discussed":["Germany","Italy","Greece","United Kingdom","Ireland","Poland","Serbia","Romania","Latvia","Nigeria","Morocco","Turkey","Georgia"],"frame_perspective":[],"analysis_type":["infrastructure assessment","emissions modeling","policy analysis"]},{"id":"gem-000213","url":"https://climateinsightsdirectory.org/document/gem-000213","title":"Drilling Deeper","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-03","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-global-oil-and-gas-extraction-tracker-March-2024_35.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that since the 2021 IEA Net Zero roadmap, at least 20.3 billion barrels of oil equivalent (boe) of new oil and gas discoveries have been announced. In 2023 alone, 20 fields were approved for development, sanctioning 8 billion boe. The analysis highlights a significant disconnect between the industry's push for new reserves—particularly in South America and Africa—and climate goals, noting that current production pathways are significantly higher than 1.5 degree compatible scenarios. It specifically criticizes the use of scope one and two emissions claims to justify projects while ignoring scope three emissions.","ai_generated":true,"unit":"gem-000213#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Since the publication of the IEA Net Zero by 2050 roadmap in 2021, oil and gas companies have announced 50 new projects totaling at least 20.3 billion barrels of oil equivalent (boe).","ai_generated":true,"unit":"gem-000213#insight-1","date_modified":"2026-10-23"},{"text":"In 2023, 20 fields were approved for development, sanctioning 8 billion boe. Companies aim to sanction an additional 31.2 billion boe across 64 fields by the end of the decade.","ai_generated":true,"unit":"gem-000213#insight-2","date_modified":"2026-10-23"},{"text":"National oil companies and oil majors dominate both discoveries and sanctionings; they are responsible for 33% and 26% of approved resources, respectively.","ai_generated":true,"unit":"gem-000213#insight-3","date_modified":"2026-10-23"},{"text":"South America and Africa are identified as global hotspots for new conventional oil and gas projects, with countries like Guyana, Namibia, Cyprus, and Zimbabwe accounting for approximately 37% of total discovered volumes in 2022 and 2023.","ai_generated":true,"unit":"gem-000213#insight-4","date_modified":"2026-10-23"},{"text":"The report argues that current oil and gas production projections are inconsistent with 1.5°C warming limits, with producers targeting production 29% higher for oil and 82% higher for gas than climate-compatible levels.","ai_generated":true,"unit":"gem-000213#insight-5","date_modified":"2026-10-23"},{"text":"Companies often use 'net zero' claims based on scope one and two emissions to justify new projects while ignoring scope three emissions from the combustion of the fuels.","ai_generated":true,"unit":"gem-000213#insight-6","date_modified":"2026-10-23"}],"climate_tags":["carbon budget","Scope 2","Scope 3","carbon capture and storage","stranded asset","carbon neutrality"],"geography_discussed":["Guyana","Namibia","United States","United Arab Emirates","Brazil","Norway","Iran","Azerbaijan","Saudi Arabia","Australia","Cyprus","Zimbabwe"],"frame_perspective":[],"analysis_type":["data tracking","policy assessment","climate impact analysis"]},{"id":"gem-000145","url":"https://climateinsightsdirectory.org/document/gem-000145","title":"Russia doubles down on coal-based steelmaking, even as opportunity grows for greener technology","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2024-02","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_Russia_Steel_Briefing_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Russia's steel industry remains dominated by emissions-intensive coal-based blast furnace-basic oxygen furnace (BF-BOF) technology, which accounts for 60.9% of its 88,400 ttpa operating capacity. Despite pressures from the EU Carbon Border Adjustment Mechanism (CBAM) and corporate sustainability reporting rules in the EU and US, Russian companies are refurbishing old blast furnaces and planning new ones rather than transitioning to low-emissions electric arc furnace (EAF) or hydrogen-based direct reduced iron (DRI) production. While Russia aims to produce 550 thousand tonnes of hydrogen per annum, it lacks domestic demand and faces challenges in DRI-EAF deployment due to the exit of key Western suppliers like Midrex, Danieli, and Primetals. The report suggests that redirecting investments from blast furnace relinings to hydrogen-based DRI could stimulate the domestic hydrogen market and align Russian steel with global decarbonization standards.","ai_generated":true,"unit":"gem-000145#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Russia's steel industry is heavily reliant on coal-based BF-BOF technology, which represents 60.9% of the total operating capacity of 88,400 ttpa. Other technologies include EAF at 30.2% and DRI-EAF at 8.9%.","ai_generated":true,"unit":"gem-000145#insight-1","date_modified":"2026-10-23"},{"text":"International pressures, specifically the EU Carbon Border Adjustment Mechanism (CBAM) effective from October 2023 and fully operational by 2026, as well as mandatory corporate sustainability reporting in the EU and US, are creating economic incentives for Russian steel exporters to decarbonize.","ai_generated":true,"unit":"gem-000145#insight-2","date_modified":"2026-10-23"},{"text":"Despite decarbonization opportunities, Russia is extending the life of its coal-based fleet through relinings and planning new blast furnace units, including some with carbon capture and storage (CCS), which the document notes is unproven at scale in the steel industry.","ai_generated":true,"unit":"gem-000145#insight-3","date_modified":"2026-10-23"},{"text":"Russia's goal to produce 550 thousand tonnes of hydrogen per annum is hindered by a lack of domestic demand and the exit of major furnace suppliers such as Midrex, Danieli, and Primetals, which has postponed some DRI-EAF projects.","ai_generated":true,"unit":"gem-000145#insight-4","date_modified":"2026-10-23"},{"text":"Major Russian steel companies face varying pressures: NLMK is highly exposed to CBAM due to its dominance in EU slab imports, while Metalloinvest is attempting to transition from fossil gas-based DRI to hydrogen-based DRI, though it currently focuses on risky CCS investments.","ai_generated":true,"unit":"gem-000145#insight-5","date_modified":"2026-10-23"}],"climate_tags":["carbon capture and storage","Carbon Border Adjustment Mechanism","green hydrogen","blue hydrogen","decarbonization"],"geography_discussed":["European Union","United States"],"frame_perspective":[],"analysis_type":["policy analysis","industrial assessment"]},{"id":"gem-000144","url":"https://climateinsightsdirectory.org/document/gem-000144","title":"A RACE TO THE TOP: SOUTHEAST ASIA 2024 GLOBAL ENERGY MONITOR REPORT","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2024-01","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_Race-To-The-Top_SE-Asia-2024_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report finds that while Southeast Asia has increased its operating utility-scale solar and wind capacity by 20% since January 2023 to 28 GW, the transition is hindered by low construction rates for prospective projects and continued reliance on fossil fuels. Vietnam, the Philippines, and Thailand are regional leaders, but only 3% of the region's 220 GW prospective capacity is currently under construction. Despite these hurdles, the report suggests the ASEAN collective target of 35% renewable energy capacity by 2025 is attainable given existing capacity and pipelines.","ai_generated":true,"unit":"gem-000144#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"ASEAN countries have 28 GW of operating utility-scale solar and wind capacity, representing a 20% increase since January 2023 and accounting for 9% of the region's total electrical capacity.","ai_generated":true,"unit":"gem-000144#insight-1","date_modified":"2026-10-23"},{"text":"Vietnam is the regional leader in operating capacity with over 19 GW, followed by Thailand and the Philippines, which each have more than 3 GW.","ai_generated":true,"unit":"gem-000144#insight-2","date_modified":"2026-10-23"},{"text":"The Philippines and Vietnam dominate the region's prospective capacity, collectively contributing over 80% of ASEAN's total. The Philippines has 99 GW and Vietnam has 86 GW of prospective utility-scale solar and wind, ranking 8th and 9th globally respectively.","ai_generated":true,"unit":"gem-000144#insight-3","date_modified":"2026-10-23"},{"text":"There is a significant gap between prospective projects and actual construction; only 3% (6 GW) of the 220 GW of prospective utility-scale solar and wind capacity in ASEAN is currently under construction.","ai_generated":true,"unit":"gem-000144#insight-4","date_modified":"2026-10-23"},{"text":"Prospective offshore wind capacity in the region is 124 GW, which is nearly twice the current global operating offshore capacity of 69 GW.","ai_generated":true,"unit":"gem-000144#insight-5","date_modified":"2026-10-23"},{"text":"The ASEAN target of 35% installed renewable energy capacity by 2025 is considered attainable and unambitious, as the region already has 32% operating renewable capacity. Meeting the goal requires an additional 17 GW of utility-scale solar and wind capacity to become operational by 2025.","ai_generated":true,"unit":"gem-000144#insight-6","date_modified":"2026-10-23"},{"text":"The energy transition is stymied by a continued reliance on fossil fuels, with gas and coal each accounting for approximately 30% of total installed capacity, and coal-fired capacity growing at 7% annually since 2017.","ai_generated":true,"unit":"gem-000144#insight-7","date_modified":"2026-10-23"}],"climate_tags":["offshore wind power","coal-fired power station","natural gas","energy transition","wide area synchronous grid","Just Energy Transition Partnership","carbon neutrality","feed-in tariff"],"geography_discussed":["Vietnam","Philippines","Thailand","Indonesia","Malaysia","Laos","Cambodia","Myanmar","Singapore","Brunei","Timor-Leste","World"],"frame_perspective":[],"analysis_type":["capacity assessment","policy analysis","trend analysis"]},{"id":"gem-000140","url":"https://climateinsightsdirectory.org/document/gem-000140","title":"China risks missing multiple climate commitments as coal power approvals continue","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2024","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_CREA_2023H2_coal-power-briefing_China-missing-climate-commitments_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"China is currently off track to meet its 2025 climate commitments, including targets for carbon and energy intensity and the share of non-fossil fuels. This is driven by a surge in coal power permitting and construction, with 114 GW approved and 70 GW starting construction in 2023. Despite official rhetoric that new coal plants serve a 'supporting' role for grid stability and renewable integration, the report finds this is often a 'smokescreen' for bulk power generation, leading to significant overcapacity and stranded asset risks.","ai_generated":true,"unit":"gem-000140#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"China's coal power expansion accelerated in 2023, with 114 GW of capacity permitted and 70 GW starting construction, continuing a trend from 2022 where 218 GW of new plants were permitted in total.","ai_generated":true,"unit":"gem-000140#insight-1","date_modified":"2026-10-23"},{"text":"China is failing to meet several 2025 climate targets: carbon intensity has only fallen 5% between 2020 and 2023 against an 18% target, and energy intensity fell only 2% against a 13.5% target.","ai_generated":true,"unit":"gem-000140#insight-2","date_modified":"2026-10-23"},{"text":"The target to derive more than 50% of energy consumption growth from renewable sources is off track, as only 30% of growth came from renewables between 2020 and 2023.","ai_generated":true,"unit":"gem-000140#insight-3","date_modified":"2026-10-23"},{"text":"The official policy that new coal power should only play a \"supporting\" role for grid stability is not being enforced; many new projects are located in provinces that already have excess generating capacity.","ai_generated":true,"unit":"gem-000140#insight-4","date_modified":"2026-10-23"},{"text":"China faces significant overcapacity risks, with dispatchable capacity already exceeding peak load by 40% (1870 GW capacity vs 1340 GW peak load in summer 2023), potentially leading to stranded assets valued between 120 and 350 billion yuan.","ai_generated":true,"unit":"gem-000140#insight-5","date_modified":"2026-10-23"},{"text":"Some provinces are using a \"build first and modify later\" strategy to justify new coal plants, though there are no specific technical requirements or policies detailing how these future modifications will resolve the contradiction with climate goals.","ai_generated":true,"unit":"gem-000140#insight-6","date_modified":"2026-10-23"},{"text":"Early-stage CCUS projects at coal plants in Jiangsu, Guangdong, and Gansu only capture a small fraction (5-20%) of total plant emissions and currently lack meaningful economic incentives for storage.","ai_generated":true,"unit":"gem-000140#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal power","emission intensity","renewable energy","Grid balancing","stranded asset","energy transition","Nationally Determined Contributions"],"geography_discussed":["Jiangsu","Shandong","Shaanxi","Hebei","Hubei","Inner Mongolia","Guangdong","Gansu","Xinjiang","Anhui","Qinghai"],"frame_perspective":[],"analysis_type":["policy assessment","capacity analysis"]},{"id":"gem-000142","url":"https://climateinsightsdirectory.org/document/gem-000142","title":"Global gas pipeline expansion: Nearly US$200 billion under construction, with Asia building over 80%","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2023-12","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_Global_gas_pipeline_expansion_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Global gas pipeline construction has increased by 18% over the previous year, with approximately 69,700 km under construction at a cost of US$193.9 billion. Asia accounts for 82% of this construction, led by China and India. Other significant activities include the U.S. expanding export capacity from the Permian Basin and Haynesville Shale, and Argentina developing infrastructure for the Vaca Muerta shale gas reserve.","ai_generated":true,"unit":"gem-000142#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Globally, there are approximately 69,700 kilometers of gas transmission pipelines under construction, representing an 18% increase from the end of 2022, with an estimated cost of US$193.9 billion.","ai_generated":true,"unit":"gem-000142#insight-1","date_modified":"2026-10-23"},{"text":"Asia is the primary driver of global pipeline construction, accounting for 82% of the kilometers under construction at an estimated cost of US$117.2 billion. China and India are the most significant contributors to this development.","ai_generated":true,"unit":"gem-000142#insight-2","date_modified":"2026-10-23"},{"text":"China has 30,300 km of pipelines under construction across roughly 150 projects, with an estimated capital expenditure of US$48.1 billion. This buildout is driven by the 14th Five-Year Plan's goals of energy security, economic growth, and a coal-to-gas transition.","ai_generated":true,"unit":"gem-000142#insight-3","date_modified":"2026-10-23"},{"text":"India is expanding its network to establish a National Gas Grid, with over 15,000 km of pipeline under construction at an estimated cost of US$26.2 billion to increase natural gas consumption to 15% of total energy use.","ai_generated":true,"unit":"gem-000142#insight-4","date_modified":"2026-10-23"},{"text":"The United States is focusing its pipeline buildout on increasing export capacity from the Haynesville Shale and Permian Basin to serve Asian and European markets, with 1,500 km under construction costing US$11.5 billion.","ai_generated":true,"unit":"gem-000142#insight-5","date_modified":"2026-10-23"},{"text":"Argentina is developing approximately 1,100 km of pipelines costing US$4.1 billion to connect the Vaca Muerta formation, the world's second-largest shale gas reserve, to the rest of the continent.","ai_generated":true,"unit":"gem-000142#insight-6","date_modified":"2026-10-23"},{"text":"Russia is constructing 2,900 km of pipelines at a cost of US$8.2 billion, shifting its export focus toward China and Asia following the loss of European buyers due to the Russia-Ukraine War.","ai_generated":true,"unit":"gem-000142#insight-7","date_modified":"2026-10-23"}],"climate_tags":["natural gas","shale gas","energy security","carbon capture and storage","green hydrogen"],"geography_discussed":["Asia","People's Republic of China","India","United States","Argentina","Russia","Iran","Pakistan","Australia","Mexico"],"frame_perspective":[],"analysis_type":["infrastructure assessment","capital expenditure analysis","geographic trend analysis"]},{"id":"gem-000234","url":"https://climateinsightsdirectory.org/document/gem-000234","title":"LNG 2023: Last year’s energy shock still reverberates, as the world builds towards LNG oversupply","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2023-12","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_LNG_Oversupply_23.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The briefing reports a global pipeline of 917 mtpa in new LNG export capacity and 705 mtpa in import capacity, representing an estimated US$1 trillion investment. It warns that a wave of new projects coming online by the middle of the decade, primarily in the United States and Qatar, could lead to market saturation and unprofitable stranded assets. The report highlights that while Asia and Europe are the primary developers of import capacity, demand in these regions is uncertain due to decarbonization goals and price sensitivity. It further notes that many projects are already facing delays or cancellations, and that the buildout in the U.S. may conflict with national interests by raising domestic gas prices and increasing emissions.","ai_generated":true,"unit":"gem-000234#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The global pipeline of new LNG projects in development includes 917 million tonnes per annum (mtpa) of export capacity and 705 mtpa of import capacity, with an estimated total investment of US$1 trillion.","ai_generated":true,"unit":"gem-000234#insight-1","date_modified":"2026-10-23"},{"text":"A significant supply glut is expected by the middle of the decade, as half of the new export projects under construction are located in Qatar or the United States. This could result in stranded assets, with an estimated US$118 billion in projects failing to recover initial investments if climate goals are met.","ai_generated":true,"unit":"gem-000234#insight-2","date_modified":"2026-10-23"},{"text":"Asia and Europe account for approximately 90% of all new LNG import capacity in development, though demand growth in these regions is questioned due to Europe's decarbonization agenda and price sensitivity in Asia.","ai_generated":true,"unit":"gem-000234#insight-3","date_modified":"2026-10-23"},{"text":"The United States is the leading developer of new export terminals with 336.9 mtpa, and its capacity could increase by 80% as five new projects come online. However, this buildout is argued to raise domestic gas prices and exacerbate environmental injustice in the Gulf Coast.","ai_generated":true,"unit":"gem-000234#insight-4","date_modified":"2026-10-23"},{"text":"Russia maintains the second-largest pipeline of in-development export projects at 164.1 mtpa, despite the EU's goal to eliminate Russian gas imports this decade. Notably, EU imports of Russian LNG increased by 40% in the first seven months of 2023 compared to the previous year.","ai_generated":true,"unit":"gem-000234#insight-5","date_modified":"2026-10-23"},{"text":"In Sub-Saharan Africa, the Coral South FLNG Terminal in Mozambique began operating in late 2022, but other mega-projects in the country remain stalled due to insurgency in Cabo Delgado province.","ai_generated":true,"unit":"gem-000234#insight-6","date_modified":"2026-10-23"},{"text":"Australia is implementing policies to ensure domestic gas availability and reduce emissions, including a July law requiring new LNG facilities to be carbon neutral and existing ones to reduce emissions by at least 4.9% annually through 2030.","ai_generated":true,"unit":"gem-000234#insight-7","date_modified":"2026-10-23"}],"climate_tags":["liquefied natural gas","stranded asset","energy transition","methane leak","decarbonization","green hydrogen","climate finance","environmental justice"],"geography_discussed":["United States","Qatar","Asia","Europe","Russia","Mozambique","Australia","People's Republic of China","Brazil","Mexico","Argentina"],"frame_perspective":[],"analysis_type":["infrastructure assessment","economic risk analysis","policy review"]},{"id":"gem-000248","url":"https://climateinsightsdirectory.org/document/gem-000248","title":"Production Gap Report 2023","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2023-11","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/PGR2023_web_rev_3.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The 2023 Production Gap Report finds that governments plan to produce more than double the amount of fossil fuels in 2030 consistent with a 1.5°C warming limit. While many major producers have pledged net-zero emissions, most continue to expand production, with global coal production projected to increase until 2030 and oil and gas until at least 2050. The report argues for a managed, equitable phase-out of all fossil fuels, noting that reliance on carbon capture and storage (CCS) and carbon dioxide removal (CDR) is risky due to technical uncertainties and a poor track record of pilot project success.","ai_generated":true,"unit":"gem-000248#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Governments collectively plan to produce approximately 110% more fossil fuels in 2030 than is consistent with limiting warming to 1.5°C, and 69% more than is consistent with a 2°C limit.","ai_generated":true,"unit":"gem-000248#insight-1","date_modified":"2026-10-23"},{"text":"Current government plans and projections indicate that global coal production will increase until 2030, while oil and gas production will increase until at least 2050.","ai_generated":true,"unit":"gem-000248#insight-2","date_modified":"2026-10-23"},{"text":"Despite net-zero pledges from 17 of the 20 profiled major producer countries, none have committed to reducing production in line with the 1.5°C warming limit.","ai_generated":true,"unit":"gem-000248#insight-3","date_modified":"2026-10-23"},{"text":"The report recommends a near total phase-out of coal production and use by 2040, and a minimum three-quarters reduction in combined oil and gas production and use by 2050 relative to 2020 levels.","ai_generated":true,"unit":"gem-000248#insight-4","date_modified":"2026-10-23"},{"text":"Reliance on carbon capture and storage (CCS) is deemed risky, as approximately 80% of pilot CCS projects over the last 30 years have failed.","ai_generated":true,"unit":"gem-000248#insight-5","date_modified":"2026-10-23"},{"text":"The transition is at risk of being inequitable, as the planned production of just 10 high-income countries would exceed 1.5°C-consistent pathways for each fuel by 2040.","ai_generated":true,"unit":"gem-000248#insight-6","date_modified":"2026-10-23"},{"text":"Many governments promote natural gas as a 'bridge' or 'transition' fuel, but the report warns this may lock in fossil-fuel-based systems and delay the shift to renewables.","ai_generated":true,"unit":"gem-000248#insight-7","date_modified":"2026-10-23"},{"text":"Existing fossil fuel infrastructure already generates committed CO2 emissions that exceed the remaining carbon budget for a 50% chance of limiting warming to 1.5°C by 2100.","ai_generated":true,"unit":"gem-000248#insight-8","date_modified":"2026-10-23"},{"text":"State-owned enterprises maintain significant control over global supply, managing half of global oil and gas production and over half of coal production.","ai_generated":true,"unit":"gem-000248#insight-9","date_modified":"2026-10-23"}],"climate_tags":["petroleum industry","carbon capture and storage","carbon dioxide removal","Net-zero emissions","just transition","stranded asset","methane emissions","Paris Agreement","Nationally Determined Contributions","energy transition","fossil fuel subsidy"],"geography_discussed":["People's Republic of China","United States","Russia","Saudi Arabia","Australia","Indonesia","India","Canada","United Arab Emirates","Qatar","South Africa","Norway","Brazil","Kazakhstan","Kuwait","Nigeria","Colombia","United Kingdom","Germany","Africa"],"frame_perspective":[],"analysis_type":["quantitative gap analysis","policy review","scenario comparison"]},{"id":"gem-000139","url":"https://climateinsightsdirectory.org/document/gem-000139","title":"Scraping By: Global Coal Miners and the Urgency of a Just Transition","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2023-10","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_Coal_Mine_Employment_2023_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"Global Energy Monitor identifies nearly 2.7 million coal miners worldwide, with the majority in Asia. The report warns that 414,200 jobs could be lost by 2035 and 990,200 by 2050 due to the industry's own 'life of mine' closure schedules, regardless of climate policies. It highlights that current climate pledges cover only 6% of the thermal coal workforce, leaving millions vulnerable. The report emphasizes the need for just transition mechanisms, such as the Just Energy Transition Partnerships (JETPs), and suggests bridging employment through mine reclamation and renewable energy repurposing.","ai_generated":true,"unit":"gem-000139#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The global coal mining workforce consists of nearly 2.7 million workers across 70 countries, with over 80% located in Asia. China, India, and Indonesia together employ three times as many miners as the rest of the world combined.","ai_generated":true,"unit":"gem-000139#insight-1","date_modified":"2026-10-23"},{"text":"Significant job losses are expected based on the industry's own 'life of mine' (LOM) schedules, independent of climate pledges. Approximately 414,200 jobs (15% of the workforce) may be lost by 2035, and 990,200 jobs (37% of the workforce) could disappear by 2050.","ai_generated":true,"unit":"gem-000139#insight-2","date_modified":"2026-10-23"},{"text":"China's Shanxi Province is identified as the most vulnerable region, with 587,900 coal mining jobs, of which 241,900 are projected to be lost by 2050 due to LOM closures.","ai_generated":true,"unit":"gem-000139#insight-3","date_modified":"2026-10-23"},{"text":"The world's ten largest coal producers employ approximately 694,800 miners and could see up to 243,100 layoffs by 2050. State-owned operators like Coal India, Jinneng Group, and Shandong Energy are expected to be particularly impacted.","ai_generated":true,"unit":"gem-000139#insight-4","date_modified":"2026-10-23"},{"text":"Current national climate pledges to phase out coal power are insufficient to cover the majority of the workforce. Only 148,900 miners (6% of the global workforce) at thermal and mixed-grade mines are covered by these pledges.","ai_generated":true,"unit":"gem-000139#insight-5","date_modified":"2026-10-23"},{"text":"To limit global warming to 1.5°C by 2040, coal production would need to be reduced so drastically that only 252,200 miners would be required worldwide, based on current average labor productivity of 337 workers per million tonnes.","ai_generated":true,"unit":"gem-000139#insight-6","date_modified":"2026-10-23"},{"text":"Mechanization is reducing the need for labor, particularly in the U.S. and Australia, where fewer than 100 employees are needed per million tonnes of coal. In contrast, Poland requires 822 workers per million tonnes due to a reliance on underground operations and strong trade unions.","ai_generated":true,"unit":"gem-000139#insight-7","date_modified":"2026-10-23"},{"text":"Just Energy Transition Partnerships (JETPs) provide financial support to coal-dependent nations, but the funding is far below the estimated requirements. For example, South Africa's JETP provided US$ 8.5 billion against an estimated requirement of US$ 98.7 billion, and India is expected to need US$ 900 billion over 30 years.","ai_generated":true,"unit":"gem-000139#insight-8","date_modified":"2026-10-23"},{"text":"Mine reclamation and the repurposing of abandoned sites for renewable energy (such as solar installations in Virginia and Anhui Province) are proposed as critical bridges to maintain employment during the transition.","ai_generated":true,"unit":"gem-000139#insight-9","date_modified":"2026-10-23"}],"climate_tags":["just transition","energy transition","climate finance","renewable energy","Net-zero emissions","Just Energy Transition Partnership","methane emissions"],"geography_discussed":["People's Republic of China","India","Indonesia","Shanxi","South Africa","Poland","United States","Australia","Russia","Zimbabwe","Spain","Canada","Germany","East Kalimantan","Mpumalanga","Silesia"],"frame_perspective":[],"analysis_type":["employment forecasting","policy assessment","geographic vulnerability analysis"]},{"id":"gem-000218","url":"https://climateinsightsdirectory.org/document/gem-000218","title":"A Matter of Ambition: Examining the Steel Industry's Commitment to Net Zero by 2050","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"en","date_published":"2023-10","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/GEM-LeadIT_Top50-steel-producers-commitment-to-netzero_47.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The briefing finds that the global steel industry is not on track for net zero by 2050, as only a third of the top 50 producers have set 2050 targets. It highlights a critical gap in transparency regarding emission scopes and a concerning trend where planned capacity for coal-based blast furnaces significantly outweighs that of low-emissions projects.","ai_generated":true,"unit":"gem-000218#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Only one-third of the top 50 steel producers have established targets to reach net zero emissions by 2050, despite these companies being responsible for over 60% of the sector's emissions.","ai_generated":true,"unit":"gem-000218#insight-1","date_modified":"2026-10-23"},{"text":"Planned capacity for new coal-based blast furnaces is 2.5 times greater than planned capacity for green iron and steel. Specifically, announced blast furnace capacity totals 208.2 Mtpa, while low-emissions projects for primary steel production total 83.6 Mtpa.","ai_generated":true,"unit":"gem-000218#insight-2","date_modified":"2026-10-23"},{"text":"There is a significant lack of transparency regarding the scope of emissions being addressed; only 14 of the top 50 producers have defined their emission scopes, and only two have included Scope 3 emissions in their net zero goals.","ai_generated":true,"unit":"gem-000218#insight-3","date_modified":"2026-10-23"},{"text":"The top 50 steel producers rely heavily on emissions-intensive technology, with nearly 80% of their capacity using coal-based blast furnace-basic oxygen furnace (BF-BOF) steelmaking, which is higher than the global average of 67%.","ai_generated":true,"unit":"gem-000218#insight-4","date_modified":"2026-10-23"},{"text":"Short-term ambition is also lacking, as only half of the top 50 steel producers have set an emissions reduction goal for 2030 or shortly thereafter.","ai_generated":true,"unit":"gem-000218#insight-5","date_modified":"2026-10-23"},{"text":"The continued investment in blast furnaces risks 'technology carbon lock-in' because these facilities can operate for up to 40 years, potentially extending emissions-intensive production until 2065.","ai_generated":true,"unit":"gem-000218#insight-6","date_modified":"2026-10-23"}],"climate_tags":["iron and steel industry","carbon neutrality","green hydrogen","Scope 2","Scope 3","Green steel"],"geography_discussed":["India","Vietnam","Myanmar","Sweden","Germany","Spain","People's Republic of China","Russia","Brazil"],"frame_perspective":[],"analysis_type":["industry assessment","policy briefing"]},{"id":"gem-000106","url":"https://climateinsightsdirectory.org/document/gem-000106","title":"Emerging captive coal power: Dark clouds on Indonesia's clean energy horizon","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"report","language":"en","date_published":"2023-09-20","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/CREA_GEM_Indonesia-Captive_2023_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The report highlights a significant increase in Indonesia's captive coal power capacity, which grew from 1.4 GW in 2013 to 10.8 GW in 2023. This expansion is primarily driven by the metal industry, particularly nickel and aluminium smelters, as part of a national strategy to increase the added value of natural resources. The authors argue that the government's current energy transition efforts focus too narrowly on the utility grid, ignoring the substantial emissions from captive plants. They recommend that the USD 20 billion Just Energy Transition Partnership (JETP) funding be used to establish a clear retirement pathway for these industrial coal plants to avoid significant health and economic burdens.","ai_generated":true,"unit":"gem-000106#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Captive coal power capacity in Indonesia has expanded rapidly, increasing nearly eightfold from 1.4 GW in 2013 to 10.8 GW in 2023. This growth rate is nearly five times faster than the global average for captive CFPP expansion.","ai_generated":true,"unit":"gem-000106#insight-1","date_modified":"2026-10-23"},{"text":"A substantial portion of Indonesia's current and future coal capacity is dedicated to captive industrial use. Nearly 25% of operating coal capacity is captive, and as of July 2023, 14.4 GW of proposed or under-construction coal capacity is for captive use, representing over half of all proposed additions.","ai_generated":true,"unit":"gem-000106#insight-2","date_modified":"2026-10-23"},{"text":"The metal industry is the primary driver of captive coal power, with 76% (8,214 MW) of operational captive capacity dedicated to metals. Nickel smelters alone account for 67% (7,273 MW) of this capacity. Future plans include 9.8 GW of captive power for nickel and 3.2 GW for aluminium smelters.","ai_generated":true,"unit":"gem-000106#insight-3","date_modified":"2026-10-23"},{"text":"Indonesia's industrial policy, specifically the Rencana Induk Pembangunan Industri Nasional (RIPIN) 2015-2035, encourages the development of coal plants if they increase the 'added value' of natural resources through domestic processing, such as the bans on nickel and bauxite ore exports.","ai_generated":true,"unit":"gem-000106#insight-4","date_modified":"2026-10-23"},{"text":"There is a policy gap regarding the retirement of captive coal plants. While the government has committed to retiring utility CFPPs, it has not set a timely retirement plan for captive plants, and some regulations allow new CFPPs for integrated industries if they meet certain emission reduction and operational deadlines.","ai_generated":true,"unit":"gem-000106#insight-5","date_modified":"2026-10-23"},{"text":"The authors argue that excluding captive CFPPs from the national energy transition plan could result in 27,000 air pollution deaths and an economic burden of IDR 330 trillion (USD 20 billion) due to health impacts.","ai_generated":true,"unit":"gem-000106#insight-6","date_modified":"2026-10-23"},{"text":"The report recommends that the USD 20 billion Just Energy Transition Partnership (JETP) funding be used to target the retirement of captive coal plants and accelerate the transition to renewables in the industrial sector.","ai_generated":true,"unit":"gem-000106#insight-7","date_modified":"2026-10-23"}],"climate_tags":["coal-fired power station","energy transition","critical minerals","Just Energy Transition Partnership","carbon neutrality","air pollution"],"geography_discussed":["Sulawesi","Maluku Islands","Java","Sumatra","Kalimantan","Lesser Sunda Islands","Western New Guinea"],"frame_perspective":[],"analysis_type":["policy analysis","trend analysis","impact assessment"]},{"id":"gem-000107","url":"https://climateinsightsdirectory.org/document/gem-000107","title":"Berkembangnya captive coal power: Awan gelap di cakrawala energi bersih Indonesia","publisher":{"name":"Global Energy Monitor","organization":"global-energy-monitor"},"document_type":"briefing","language":"id","date_published":"2023-09-20","source_url":"https://globalenergymonitor.org/sites/default/files/migration/reports/CREA_GEM_Indonesia-Captive_ID_2023_11.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The document highlights a surge in 'captive' coal power—plants operated off-grid by industrial users—which grew from 1.4 GW in 2013 to 10.8 GW in 2023. A vast majority of this capacity is dedicated to metal smelting, particularly nickel and aluminium, often justified by policies to increase the 'value add' of natural resources. The report warns that while Indonesia is a key supplier of minerals for the global energy transition, the reliance of these smelters on coal contradicts national climate targets and the goals of the Just Energy Transition Partnership (JETP). It recommends integrating the phase-out of captive coal power into national plans to avoid significant health costs and carbon emissions.","ai_generated":true,"unit":"gem-000107#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"Captive coal power capacity in Indonesia experienced a dramatic increase from 1.4 GW in 2013 to 10.8 GW in 2023, representing a growth of nearly eight times in one decade.","ai_generated":true,"unit":"gem-000107#insight-1","date_modified":"2026-10-23"},{"text":"As of July 2023, captive coal power accounts for nearly 25% of all operating coal plant capacity in Indonesia, with 14.4 GW of additional capacity either proposed or under construction.","ai_generated":true,"unit":"gem-000107#insight-2","date_modified":"2026-10-23"},{"text":"The metal industry is the primary driver of captive coal power; 76% (8,214 MW) of operational captive capacity is dedicated to metal industries, with 67% (7,273 MW) specifically powering nickel smelters.","ai_generated":true,"unit":"gem-000107#insight-3","date_modified":"2026-10-23"},{"text":"Indonesia's industrial policy, specifically the National Industrial Development Master Plan (RIPIN) 2015-2035, allows the development of coal plants if they increase the 'value add' of natural resources, which has facilitated the growth of coal-powered smelters in 13 provinces.","ai_generated":true,"unit":"gem-000107#insight-4","date_modified":"2026-10-23"},{"text":"The expansion of coal power has outpaced the addition of renewable energy, threatening Indonesia's goal to peak emissions by 2030 and its commitments under the USD 20 billion Just Energy Transition Partnership (JETP).","ai_generated":true,"unit":"gem-000107#insight-5","date_modified":"2026-10-23"},{"text":"Excluding captive coal plants from national retirement plans could result in 27,000 deaths from air pollution and an economic burden of Rp330 trillion (USD 20 billion) due to health impacts.","ai_generated":true,"unit":"gem-000107#insight-6","date_modified":"2026-10-23"}],"climate_tags":["Coal phase-out","energy transition","air pollution","Just Energy Transition Partnership","carbon neutrality","critical minerals"],"geography_discussed":["Sulawesi","Maluku Islands","Java","Bali","Sumatra","Lesser Sunda Islands","Western New Guinea","West Kalimantan","Riau","North Kalimantan","Central Sulawesi","West Java","North Maluku","South Kalimantan","North Sumatra","East Java","Central Java"],"frame_perspective":[],"analysis_type":["policy analysis","trend analysis"]}]}