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In 2025, global coal capacity increased by 3.5% while production fell by 0.6%, as coal is increasingly used as 'system insurance' rather than a primary energy source. While the number of countries pursuing new coal projects dropped to 32, China and India continue massive expansions. In Indonesia, the growth of captive coal plants for nickel and aluminium processing contradicts national climate commitments, with the RUPTL 2025-2034 continuing to plan for on-grid coal investment despite a formal moratorium.

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  • In 2025, there was a widening divergence between global coal capacity and actual electricity generation; while capacity rose by 3.5%, production decreased by 0.6%. Coal is increasingly being maintained as "system insurance" for crisis availability rather than daily use.
  • Coal expansion is becoming geographically concentrated, with only 32 countries proposing or building new plants in 2025, down from 38 in 2024 and 75 in 2014. Approximately 95% of all global coal construction is now concentrated in China and India.
  • China and India saw the sharpest declines in coal electricity production despite high commissioning rates, as wind and solar energy met most or all of their new demand. China's new and reactivated coal projects reached a record 161.7 GW in 2025.
  • Indonesia experienced a 7% increase in coal capacity in 2025, driven largely by captive power plants for nickel and aluminium processing, with 20 GW of captive capacity operating. This growth is concentrated in Central Sulawesi and North Maluku.
  • Indonesian energy planning exhibits significant contradictions: while the government has announced a goal of Net Zero Emissions by 2060 and a coal phase-out by 2040, the RUPTL 2025-2034 still plans 6.4 GW of short-term on-grid coal investment and 3.1 GW of long-term capacity.
  • The planned early retirement of the Cirebon-1 power plant under the CIPP JETP program was cancelled in early 2026. The failure is attributed to the plant's technical lifespan and the fiscal rigidity of 'take-or-pay' power purchase agreements (PPA).
  • Pollution from the 20 most toxic coal plants in Indonesia is projected to contribute to approximately 156,000 premature deaths between 2026 and the end of their operations, with total health and economic costs estimated at US$ 109 billion.

Cite the original document

APA
Trend Asia (2026). Melacak Jalur Pembangkit Listrik Batu Bara Global. https://trendasia.org/wp-content/uploads/2026/05/Boom-and-Bust-2026_Indonesian-layout.pdf
Chicago
Trend Asia. Melacak Jalur Pembangkit Listrik Batu Bara Global. 2026. https://trendasia.org/wp-content/uploads/2026/05/Boom-and-Bust-2026_Indonesian-layout.pdf.
Wikipedia
{{cite report |author=Trend Asia |title=Melacak Jalur Pembangkit Listrik Batu Bara Global |date=May 2026 |url=https://trendasia.org/wp-content/uploads/2026/05/Boom-and-Bust-2026_Indonesian-layout.pdf |access-date=17 August 2026 |via=Climate Insights Directory}}
BibTeX
@techreport{trendasia2026melacak, author = {{Trend Asia}}, title = {{Melacak Jalur Pembangkit Listrik Batu Bara Global}}, institution = {Trend Asia}, year = {2026}, month = may, url = {https://trendasia.org/wp-content/uploads/2026/05/Boom-and-Bust-2026_Indonesian-layout.pdf}, urldate = {2026-08-17}, note = {Indexed by Climate Insights Directory} }

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