석탄의 경제 대전환 전 세계 석탄발전소 추이 조사

This document is a Korean translation of selected sections from the 'Boom & Bust Coal 2024' report by Global Energy Monitor (GEM) and its partners. It analyzes global trends in coal power plant capacity as of April 2024, highlighting a contradiction where global capacity reached record highs in 2023 despite a general decline in new project starts outside of China. The text provides specific regional updates, with a detailed focus on South Korea's coal phase-out challenges, financial risks associated with Korea Electric Power Corporation (KEPCO), and the socio-economic implications of a just transition.

• Global coal power capacity reached a record high in 2023, increasing by 48.4GW (2%) to a total of 2,130GW. China accounted for two-thirds of this increase, and regions outside China saw their first slight increase since 2019, adding 4.7GW.
• There is a stark divergence in new construction starts: while starts outside China hit their lowest annual level since 2015, China saw its highest level of new construction starts in eight years, contradicting President Xi Jinping's 2021 pledge to 'strictly control' coal projects.
• Only 15% (317GW) of currently operating global coal capacity is committed for retirement in line with the Paris Agreement's 1.5°C goal. To phase out operating coal power by 2040, an average of 126GW must be closed annually over the next 17 years, equivalent to roughly two plants per week.
• South Korea's 10th Basic Plan for Electricity Supply and Demand (2022-2036) plans to operate 41 coal plants totaling 31.7GW by 2030, which is only a 21% reduction from current capacity (40.1GW) and does not align with its Nationally Determined Contribution (NDC) to reduce greenhouse gas emissions by 40% compared to 2018 levels.
• Coal dependence has contributed to a financial crisis for the state-owned Korea Electric Power Corporation (KEPCO), which recorded a total deficit of 50 trillion KRW (37.5 billion USD) since 2022, with approximately 30% of this attributed to coal power.

APA

Global Energy Monitor (2024). 석탄의 경제 대전환 전 세계 석탄발전소 추이 조사. https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Korean_11.pdf

Chicago

Global Energy Monitor. 석탄의 경제 대전환 전 세계 석탄발전소 추이 조사. 2024. https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Korean_11.pdf.

Wikipedia

{{cite report |author=Global Energy Monitor |title=석탄의 경제 대전환 전 세계 석탄발전소 추이 조사 |date=April 2024 |url=https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Korean_11.pdf |access-date=17 August 2026 |via=Climate Insights Directory}}

BibTeX

@techreport{globalenergymonitor2024, author = {{Global Energy Monitor}}, title = {{석탄의 경제 대전환 전 세계 석탄발전소 추이 조사}}, institution = {Global Energy Monitor}, year = {2024}, month = apr, url = {https://globalenergymonitor.org/sites/default/files/migration/reports/Boom-Bust-Coal-2024-Korean_11.pdf}, urldate = {2026-08-17}, note = {Indexed by Climate Insights Directory} }