아시아 지역의 가스 개발 확대에 따른 락인 효과

The report analyzes the expansion of gas power plants, pipelines, and LNG terminals across East, South, and Southeast Asia, totaling $379 billion in planned investments. It argues that this expansion is incompatible with the 1.5°C climate goal, as the resulting emissions could consume 25% of the global carbon budget. The document highlights the economic risk of these projects becoming stranded assets due to the falling cost of renewable energy and the volatility of LNG prices. It concludes that clean energy portfolios, combining renewables with storage and demand management, are more cost-effective and secure alternatives to gas.

• Asia is planning $379 billion in new gas infrastructure, comprising $1,890 billion for gas-fired power plants, $54 billion for pipelines, and $136 billion for LNG import and export terminals. These investments risk becoming stranded assets as the global economy transitions to clean energy.
• The scale of gas power expansion in Asia is immense, with 320 GW of capacity under development. This would nearly double the region's gas power capacity and increase global gas power capacity by approximately 20%, matching the combined total of all gas power plants in Europe and Russia.
• Asia is the primary driver of global LNG infrastructure growth, with planned new import terminal capacity of 452 Mtpa, representing 70% of all such facilities under development worldwide. This capacity is sufficient to handle more than the total global LNG trade of 2020.
• The full operation of planned LNG terminals and pipelines in Asia could result in 117 Gt CO2-eq emissions over their lifetime, which represents 25% of the global carbon budget required to limit warming to 1.5°C. If 20-year methane emission estimates are used, this figure rises to 144 Gt CO2-eq, or about one-third of the carbon budget.
• Renewable energy, particularly when combined with storage and demand management, is now a more cost-effective and reliable alternative to gas. In China and India, utility-scale solar PV is the cheapest source of electricity.
• Public financial institutions continue to support gas expansion in Asia. Between 2014 and 2018, $22.4 billion in public funds were invested in gas projects, led by the Export-Import Bank of China, the Japan Bank for International Cooperation (JBIC), and the Asian Development Bank (ADB).

APA

Rozansky, R. (2021). 아시아 지역의 가스 개발 확대에 따른 락인 효과. Global Energy Monitor. https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_AsiaGas2021_r8_Korean_11.pdf

Chicago

Rozansky, Robert. 아시아 지역의 가스 개발 확대에 따른 락인 효과. Global Energy Monitor, 2021. https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_AsiaGas2021_r8_Korean_11.pdf.

Wikipedia

{{cite report |last1=Rozansky |first1=Robert |title=아시아 지역의 가스 개발 확대에 따른 락인 효과 |publisher=Global Energy Monitor |date=October 2021 |url=https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_AsiaGas2021_r8_Korean_11.pdf |access-date=23 October 2026 |via=Climate Insights Directory}}

BibTeX

@techreport{rozansky2021, author = {Rozansky, Robert}, title = {{아시아 지역의 가스 개발 확대에 따른 락인 효과}}, institution = {Global Energy Monitor}, year = {2021}, month = oct, url = {https://globalenergymonitor.org/sites/default/files/migration/reports/GEM_AsiaGas2021_r8_Korean_11.pdf}, urldate = {2026-10-23}, note = {Indexed by Climate Insights Directory} }