Отслеживание глобального портфеля угольных электростанций
Summary
In 2025, global coal capacity increased by 3.5% while generation fell by 0.6%, reflecting a trend where coal plants are increasingly used as backup reserves rather than primary energy sources. This divergence is most acute in China and India, where record capacity additions coexist with falling generation due to the rise of wind and solar power. While the number of countries proposing new coal projects declined from 38 to 32, political interventions in the US and EU delayed planned retirements. Regionally, Latin America reported no new projects, while Russia and Kazakhstan continue to integrate coal into their long-term energy security strategies despite international financing constraints and sanctions.
Key insights
- There is a widening gap between coal capacity and generation; in 2025, global installed capacity rose by 3.5% while generation decreased by 0.6%.
- China and India saw the sharpest drops in coal generation despite record capacity additions, as renewables met most of the demand growth. China added 161.7 GW of new and refurbished projects in 2025, while India announced 27.9 GW of new projects.
- The number of countries proposing or building new coal plants is shrinking, falling from 75 in 2014 to 32 in 2025. Only 5% of global coal construction now occurs outside of China and India.
- Planned coal plant retirements are frequently delayed; nearly 70% of units scheduled for decommissioning in 2025 remained operational, including 69% in the EU and 59% in the US.
- Russia's coal sector is under stress due to sanctions, high transport costs, and falling global demand, leading to a sharp drop in new proposals to just 65 MW in 2025. However, the government plans to increase coal production to 662 million metric tons by 2050 to support internal consumption in Siberia and the Far East.
- Kazakhstan is pursuing a strategy of expanding coal capacity for energy security while aiming for carbon neutrality by 2060. The government plans to invest over $17 billion in coal expansion by 2030, including 7.6 GW of capacity across six new plants.
- Mongolia experienced the highest number of coal project cancellations globally in 2025, accounting for 24% of all world cancellations, primarily due to the collapse of the 5.28 GW Shivee-Ovoo export project.
- In Central Asia, most coal projects in Kyrgyzstan, Tajikistan, and Uzbekistan have been frozen due to a lack of financing, particularly following China's 2021 pledge to stop funding new coal plants abroad.
Cite the original document
- APA
- Global Energy Monitor (2026). Отслеживание глобального портфеля угольных электростанций. https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Russian%20layout.pdf
- Chicago
- Global Energy Monitor. Отслеживание глобального портфеля угольных электростанций. 2026. https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Russian%20layout.pdf.
- Wikipedia
- {{cite report |author=Global Energy Monitor |title=Отслеживание глобального портфеля угольных электростанций |date=May 2026 |url=https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Russian%20layout.pdf |access-date=17 August 2026 |via=Climate Insights Directory}}
- BibTeX
- @techreport{globalenergymonitor2026, author = {{Global Energy Monitor}}, title = {{Отслеживание глобального портфеля угольных электростанций}}, institution = {Global Energy Monitor}, year = {2026}, month = may, url = {https://globalenergymonitor.org/sites/default/files/2026-05/Boom%20and%20Bust%202026_Russian%20layout.pdf}, urldate = {2026-08-17}, note = {Indexed by Climate Insights Directory} }
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