석탄의 경제 대전환 2025

In 2024, global coal capacity saw a net increase of 18.8GW, driven by record construction in China (94GW) and high proposals in India (38GW), despite the lowest new capacity additions in 20 years (44GW). While the EU27 quadrupled its closures and the UK fully phased out coal, Japan and South Korea are pursuing ammonia co-firing to extend the life of coal plants, a strategy the report describes as costly and inconsistent with the Paris Agreement.

• Global coal capacity increased by 18.8GW in 2024 because new additions (44GW) exceeded closures (25.2GW), although new capacity additions reached their lowest level since 2004.
• China and India dominated new coal activity in 2024, accounting for 107GW of the 116GW in new global proposals. China specifically saw its highest volume of new construction starts since 2015, totaling 94GW.
• The EU27 saw a fourfold increase in coal plant closures, rising from 2.7GW in 2023 to 11GW in 2024, with Germany contributing the largest share at 6.7GW. The UK became the sixth country to fully phase out coal since the 2015 Paris Agreement.
• South Korea and Japan are implementing ammonia co-firing to extend coal plant operations, but the report argues this is inefficient and costly. South Korea plans to introduce 20% ammonia co-firing in over half of its 41GW coal capacity by 2030, while Japan aims for 100% ammonia fuel by 2050.
• Ammonia co-firing is deemed economically unviable without massive subsidies or high carbon taxes; Bloomberg NEF suggests a carbon tax of at least $300 per ton is needed for 20% co-firing to be viable by 2030.

APA

Global Energy Monitor (2025). 석탄의 경제 대전환 2025. https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-and-Bust-Coal-2025-Korean_3.pdf

Chicago

Global Energy Monitor. 석탄의 경제 대전환 2025. 2025. https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-and-Bust-Coal-2025-Korean_3.pdf.

Wikipedia

{{cite report |author=Global Energy Monitor |title=석탄의 경제 대전환 2025 |date=April 2025 |url=https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-and-Bust-Coal-2025-Korean_3.pdf |access-date=17 August 2026 |via=Climate Insights Directory}}

BibTeX

@techreport{globalenergymonitor20252025, author = {{Global Energy Monitor}}, title = {{석탄의 경제 대전환 2025}}, institution = {Global Energy Monitor}, year = {2025}, month = apr, url = {https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-and-Bust-Coal-2025-Korean_3.pdf}, urldate = {2026-08-17}, note = {Indexed by Climate Insights Directory} }