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This policy brief by Global Energy Monitor argues that Colombia's planned expansion of liquefied natural gas (LNG) import capacity significantly exceeds its projected 2030 demand, risking the creation of stranded assets and hindering the country's energy transition goals.

The report 'Boom and Bust 2026' by Global Energy Monitor analyzes the global coal power landscape in 2025, highlighting a growing divergence where coal capacity continues to increase while actual generation declines. This trend is most prominent in China and India, where renewables are meeting most new demand despite record coal plant commissioning. The document details regional trends, noting that coal development is geographically narrowing to a few countries, while others, such as the EU and Latin America, are moving toward coal phase-out or 'no new coal' goals.

The report 'Boom & Bust Coal 2026' by Global Energy Monitor analyzes the global state of coal-fired power plants in 2025. It highlights a growing divergence where global coal capacity increased by 3.5% while actual production fell by 0.6%, as coal plants are increasingly used as backup capacity rather than primary energy sources. While China and India continue aggressive expansions, the number of countries pursuing new coal developments is declining, and the European Union is seeing a terminal decline in coal usage.

The report 'Boom & Bust Coal 2026' analyzes the global state of coal-fired power plants in 2025, highlighting a paradox where global capacity is increasing while actual electricity production from coal is declining. It focuses heavily on the roles of China and India as the primary drivers of new capacity, the shift of coal to a 'system insurance' role, and a detailed critique of Indonesia's regulatory contradictions and the rise of captive coal plants for mineral processing.

This report by Global Energy Monitor analyzes global coal power trends in 2025, highlighting a growing divergence between increasing installed capacity and decreasing actual generation. While coal expansion remains concentrated in China and India, the total number of countries proposing or constructing new coal plants has declined. The document specifically contrasts the coal policies of South Korea, which has committed to a 2040 phase-out, and Japan, which continues to emphasize technical abatement and gradual adjustments without a binding national phase-out date.

The May 2026 report by Global Energy Monitor analyzes the global state of coal power, highlighting a growing divergence where coal capacity increases while actual generation declines. While the number of countries pursuing new coal development is shrinking, significant expansions continue in China and India, often framed as system security measures. The report provides detailed regional analyses, noting that Latin America has reached a status of no new coal plants, although some countries in the region face setbacks in decommissioning existing facilities.

The May 2026 report 'Boom and Bust' by Global Energy Monitor analyzes the global coal power portfolio, highlighting a growing divergence between the installation of new coal capacity and actual electricity generation. While global capacity increased by 3.5% in 2025, generation fell by 0.6%, with coal increasingly serving as a backup rather than a primary energy source. The report details regional trends, noting that new construction is heavily concentrated in China and India, while other regions face stagnation or decline due to financing constraints and energy transitions.

This report by Global Energy Monitor and various partners analyzes the state of global coal-fired power generation in 2025 and early 2026. It highlights a growing divergence where global coal capacity continues to increase—driven primarily by China and India—while actual generation decreases as renewables displace coal. The document details regional trends, noting that while Latin America has reached a 'No New Coal' status, several countries in the region are experiencing delays in planned plant retirements due to political pressure or energy security concerns.

The report argues that betting on long-term growth for metallurgical coal (met coal) is a losing strategy as demand plateaus due to China's economic shift and the rise of low-carbon steel production. It highlights the risk of stranded assets given the volume of planned mine expansions and recommends that governments accelerate the transition to green steel through subsidy reform and public procurement.

This research paper by the International Institute for Sustainable Development analyzes a global database of fossil fuel production restrictions, identifying 58 active measures across 25 countries and 27 subnational jurisdictions. It examines the trajectories of these policies, noting that while restrictions have grown exponentially over the last decade, they remain politically fragile and susceptible to rollbacks during periods of high energy prices or government changes.

The Centre for Environmental Rights and Natural Justice, representing several community and environmental networks, submitted formal objections to the Scoping Report for the Motuoane Production Right application. The project proposes hydrocarbon exploration and extraction over approximately 14,400 hectares in the Free State Province, involving up to 43 production wells and associated infrastructure. The objectors argue that the Scoping Report is deficient in its assessments of air quality, climate change, hydrogeology, and social impacts, and that the public participation process was not meaningful.

The report 'Boom and Bust Coal 2026' by Global Energy Monitor analyzes the global coal plant pipeline in 2025, highlighting a growing disconnect where coal capacity continues to increase—driven primarily by China and India—while actual coal-fired electricity generation declines due to the rapid expansion of wind and solar power.

This report by the International Institute for Sustainable Development (IISD) inventories the public financial support provided by the governments of Canada and British Columbia to the liquefied natural gas (LNG) sector. It argues that billions in public funds have been directed toward an industry with uncertain economic viability and high environmental costs, shifting risks from the private sector to the public and undermining climate targets.

This report by the International Institute for Sustainable Development analyzes the economic risks of continued investment in Canadian oil and gas production under various International Energy Agency demand scenarios, suggesting that restricting expansion is the most effective way to mitigate financial risks and leverage economic potential for clean industries.

An executive summary by the International Institute for Sustainable Development, WWF-Brazil, and the World Benchmarking Alliance analyzing the economic risks of Brazil's planned oil and gas expansion and the climate performance of Petrobras.

This briefing by Trend Asia argues that the Asian Development Bank (ADB) continues to support fossil gas through technical assistance (TA) and ambiguous policy language, despite pledges to align with the Paris Agreement. The document contends that framing gas as a 'transitional fuel' or 'low-carbon' enables the planning of infrastructure that locks countries into long-term fossil dependency and risks creating stranded assets.

This case study by RMI examines the financial risks of stranded assets in Wisconsin, focusing on the early retirement of the Oak Creek Power Plant and the potential for repeating similar mistakes by investing in new gas-fired power plants.

A Global Energy Monitor briefing reports a surge in proposed gas-fired power plants in the United States, driven by speculation over AI energy demand. While the U.S. now has the world's second-largest pipeline of such projects, most remain in early development stages, risking billions in stranded assets if demand forecasts prove inaccurate.

The Free State Environmental Justice Network (FSEJN) has filed an appeal to the Minister of Forestry, Fisheries and the Environment to set aside an environmental authorisation (EA) granted on 23 June 2025 to Afro Energy (Pty) Ltd. The EA allows for the exploration of conventional natural gas across approximately 240,000 hectares in the Free State and Mpumalanga provinces. FSEJN argues that the decision by the Department of Mineral Resources and Energy (DMRE) was unlawful, irrational, and failed to adequately assess climate, air quality, geohydrological, and socio-economic impacts, while also neglecting meaningful public participation.

This research paper by Global Energy Monitor analyzes India's steel industry, arguing that its current strategy of expanding coal-based capacity before implementing decarbonization—a "build now, decarbonize later" approach—risks creating massive stranded assets and locking in high emissions. The document details the industry's heavy reliance on blast furnace-basic oxygen furnace (BF-BOF) and coal-based direct reduced iron (DRI) production, while evaluating the potential and limitations of green hydrogen, scrap-based production, and renewable energy integration to meet India's 2070 net-zero goal.