Search Climate Insights Directory

In 2025, global coal capacity grew by 3.5% while generation fell by 0.6%, reflecting a trend where coal is increasingly used as system 'insurance' rather than a primary energy source. While Latin America achieved a 'No New Coal' status in 2025, several countries in the region, including Brazil and Chile, experienced delays or reversals in planned plant retirements. China and India continue to lead global capacity expansions, accounting for 95% of all coal capacity under construction worldwide.

In 2024, clean power surpassed 40% of global electricity generation for the first time since the 1940s, driven by record solar growth. Despite this, global power sector emissions reached an all-time high of 14.6 billion tonnes of CO2 because heatwaves drove a 1.4% increase in fossil generation to meet cooling demand. Solar generation doubled over the last three years, reaching 2,131 TWh, while emerging drivers like AI data centres, EVs, and heat pumps structurally increased demand growth. China and India are increasingly decoupling their electricity demand growth from fossil fuel expansion, with China's clean generation meeting 81% of its demand increase in 2024.

In 2024, the world commissioned the lowest amount of new coal power capacity in twenty years (44 GW), yet the global coal fleet still grew by 18.8 GW because additions exceeded retirements. The report highlights a stark divergence: while the UK became coal-free and EU27 retirements quadrupled, China saw its highest construction starts since 2015 (94 GW) and India recorded its highest year for new proposals (38.4 GW). Together, China and India accounted for 92% of all newly proposed coal capacity in 2024. In the OECD, proposals have plummeted from 142 in 2015 to five today, though annual retirements must more than triple to 70 GW to meet 1.5°C pathways. The report also notes the rise of 'captive' coal plants in Indonesia and the promotion of ammonia co-firing in Japan and South Korea as strategies to prolong coal use.

The report details a decade of significant growth in U.S. solar and wind power, noting that solar generation increased more than eight-fold and wind more than doubled between 2014 and 2023. It highlights the leading roles of states like California and Texas, the emergence of small-scale solar, and the potential for these technologies to drive the U.S. toward its 2035 goal of 100% carbon pollution-free electricity, although current projections suggest the 2030 emissions target may be missed.

The report finds that while most countries are reducing coal proposals, global operating capacity grew by 48.4 GW in 2023, primarily driven by China. It highlights a stark divergence between China's construction surge and a record low in new starts elsewhere, while noting that only 15% of global operating coal capacity has a Paris-aligned retirement commitment.

The report examines the energy landscapes of seven southern African states, highlighting a stark divide between vast renewable energy potential and a continued reliance on fossil fuels or traditional biomass. While most surveyed countries have established renewable energy targets and some have liberalized their energy markets, the transition is often hindered by governance challenges, high rural-urban electricity gaps, and the pursuit of new oil and gas reserves. The document advocates for an 'energy justice' framework to ensure that the shift to low-carbon energy is inclusive, transparent, and protects the rights of marginalized communities and future generations.

The report indicates that while the global coal fleet grew by 19.5 GW in 2022, this was primarily driven by China, which now accounts for 68% of global developing coal capacity. Outside China, new coal proposals have collapsed by 84% since 2015. However, the current pace of decommissioning is insufficient to meet Paris Agreement goals, with a required average of 117 GW of annual retirements to achieve a 2040 phase-out. In Latin America, development has slowed significantly, though Argentina recently commissioned the Río Turbio plant and Brazil maintains plans for 1.4 GW of new capacity by 2031, despite current project stalls.

Latin America possesses significant potential to lead in renewable energy, with over 319 GW of prospective utility-scale solar and wind capacity that could increase the region's current capacity by more than 460% by 2030. While Brazil, Chile, and Colombia are accelerating their buildouts and are on track to meet national targets, Mexico's progress has stalled due to policy shifts favoring state-owned fossil fuel entities. The report highlights the role of solar and wind in diversifying energy matrices to reduce reliance on drought-prone hydropower and the emerging economic opportunity of green hydrogen exports.

The report analyzes 2021 renewable energy generation in the continental U.S., estimating a total of 606,000 GWh from wind (73%) and solar (27%). It highlights Texas as the leader in raw wind generation and California in raw solar generation, while also examining generation normalized by land area and population. The document compares these figures against the Net Zero America Project's 2030 target of 2.2 million GWh per year, concluding that while current growth is accelerating, the U.S. needs to nearly double its annual increase in generation to stay on track for net-zero emissions by 2050.

The report finds that while global coal capacity grew by 34.1 GW in 2019, this was primarily driven by China, as capacity in the rest of the world continued to shrink. Global coal plant utilization hit a record low of 51% in 2019. The report highlights a shift in financing, with Western commercial banks largely exiting project finance for coal, while Japanese and Chinese public finance continue to support new developments. Significant retirements occurred in the US and EU, though some OECD nations like Japan and South Korea continue to develop new capacity.

The 2020 report by Sustainable Energy for All highlights a significant and growing gap between the investment needed and the actual funding provided for universal energy access. In 2018, only 16 billion USD was recorded for electrification in high-impact countries (HIC), far below the 41 billion USD annual requirement. Clean cooking funding, while tripling to 131 million USD in 2018, remains drastically lower than the 4.53 billion USD needed annually. The report notes a concerning trend where fossil fuel investments have grown, while renewable energy and off-grid solutions remain underfunded. It calls for coordinated action between development finance institutions and governments, particularly in Sub-Saharan Africa, to reduce risks for private investors and shift away from carbon-intensive energy sources.