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This briefing by Global Energy Monitor analyzes the expansion of liquefied natural gas (LNG) infrastructure in Latin America and the Caribbean (LAC), focusing on the significant export ambitions of Mexico and Argentina and the import expansion in Brazil. The report warns that these investments, totaling an estimated US$123.6 billion, risk becoming stranded assets and could derail the region's energy transition despite the availability of abundant renewable energy resources.

This briefing by Global Energy Monitor (GEM) analyzes the expansion of liquefied natural gas (LNG) infrastructure in Latin America and the Caribbean (LAC) as of October 2024. It details significant planned investments in export terminals in Mexico and Argentina, and import expansions in Brazil, while warning that these projects risk becoming stranded assets in the energy transition and may conflict with global climate goals to limit warming to 1.5 °C.

An executive summary by the International Institute for Sustainable Development (IISD) analyzing the economic and environmental risks of Senegal's strategy to become a liquefied natural gas (LNG) exporter, particularly in the context of declining European demand and the availability of renewable energy alternatives.

This report by the Centre for Environmental Rights examines the risks and financing of onshore gas extraction in South Africa, focusing on the Mpumalanga Gas Project and the Virginia gas field. It critiques the government's positioning of gas as a 'transition fuel' and highlights significant environmental, financial, and transparency concerns.

This research paper by Global Energy Monitor analyzes the market dominance of the top three gas turbine manufacturers—GE Vernova, Siemens Energy, and Mitsubishi Power—and the financial and geopolitical risks they face as the energy transition accelerates. The report highlights the industry's reliance on 'hydrogen-ready' technology and long-term service contracts as precarious strategies in the face of rising renewable energy capacity and potential gas power overcapacity.

The Western Balkans have seen a 70% increase in prospective utility-scale solar and wind capacity over the past year, reaching 23 GW. This capacity could potentially displace planned gas-fired power plants and avert 103 million tonnes of lifetime CO2 emissions. However, only 6% of this prospective capacity is currently under construction, and the region remains heavily dependent on coal and hydropower.

This briefing by Zero Carbon Analytics, produced with Strategic Perspectives, proposes principles and frameworks for a just and equitable global phase-out of oil and gas production. It argues that current production trajectories are incompatible with the 1.5°C goal of the Paris Agreement and calls for leadership from the G7 and G20 to coordinate a managed decline of fossil fuels to avoid stranded assets and minimize social costs.

This report by the International Institute for Sustainable Development (IISD) examines the risks associated with Nigeria's strategic focus on expanding liquefied natural gas (LNG) exports, specifically the potential for stranded assets and the hindrance of economic diversification.

This policy brief by the International Institute for Sustainable Development (IISD) argues that expanding liquefied natural gas (LNG) production in Canada poses excessive economic and environmental risks. The document asserts that new facilities will undermine Canada's climate commitments, face a global supply glut by the end of the decade, and struggle to compete with lower-cost producers like Qatar and the United States, potentially leading to stranded assets and taxpayer losses.

This report analyzes the comprehensive wealth of Trinidad and Tobago from 1995 to 2020, arguing that while GDP growth suggests sound development, the nation's overall wealth portfolio indicates an unsustainable path due to an overreliance on the petroleum industry.

The document discusses the role of established and emergent gas producers in Africa, noting the potential for revenue growth due to global supply constraints caused by the war in Ukraine, while warning of the high risk of stranded assets as the world moves toward net-zero emissions.

A case study examining the risks associated with natural gas development in Mozambique and Tanzania within the context of a global low-carbon energy transition.

The Europe Gas Tracker Report 2024 by Global Energy Monitor analyzes the ongoing expansion of gas infrastructure in Europe. Despite a decrease in gas demand and a shift toward renewables, the region continues to plan and build LNG terminals and pipelines, which the report argues creates significant financial risk, environmental damage, and infrastructure overcapacity.

A briefing by Global Energy Monitor and the Centre for Research on Energy and Clean Air (CREA) reports that China is at risk of missing multiple 2025 climate commitments due to an acceleration in coal power permitting and construction. Despite official pledges to strictly control new coal power, an estimated 114 GW of capacity was approved and 70 GW started construction in 2023. The report argues that this expansion is driven by rigid grid management and a perceived 'policy window' before 2025, leading to significant risks of future overcapacity and stranded assets.

A report by the NewClimate Institute analyzing the financial and environmental risks associated with Senegal's plans to develop offshore oil and gas reserves for export, highlighting the potential for stranded assets due to the global energy transition.

This policy brief by the International Institute for Sustainable Development evaluates the economic and climate risks of developing licensed but untapped offshore gas reserves in Colombia, concluding that there is no justification for their development.

The July 2023 report 'Pedal to the Metal' by Global Energy Monitor assesses the global iron and steel plant fleet, highlighting a critical gap between current capacity developments and the decarbonization targets required for net-zero emissions by 2050. While there is a growing shift toward Electric Arc Furnace (EAF) technology, the continued expansion of coal-based Blast Furnace-Basic Oxygen Furnace (BF-BOF) capacity, particularly in Asia, threatens to lock in high emissions and create significant stranded asset risks.

This report by Zero Carbon Analytics examines Bangladesh's increasing reliance on imported liquefied natural gas (LNG) and the resulting financial, energy, and climate risks. It argues that the pivot toward LNG has left the country vulnerable to global price shocks and power shortages while stagnating renewable energy growth, ultimately exacerbating the country's extreme vulnerability to climate change and heat stress.

This report by the NewClimate Institute reviews the current state of planned liquefied natural gas (LNG) import capacities in Germany, comparing assessments from the Federal Ministry for Economic Affairs and Climate Action (BMWK) and the Energy Economics Institute at the University of Cologne (EWI). The author argues that planned expansions are oversized, pose climate risks, and create economic dangers through potential stranded assets.

This briefing by Zero Carbon Analytics argues that natural gas is a primary driver of the climate crisis and must be rapidly phased down to limit global warming to 1.5°C. The document contends that gas is as harmful as coal due to methane leakage and the energy intensity of LNG, and that expanding gas infrastructure in response to energy crises creates stranded asset risks and harms public health. It further dismisses the industry claim that gas infrastructure can be cost-effectively converted to hydrogen.