Insights
Data-driven analysis on decarbonising energy and heavy industry
Process, Not Product
Part one of a four-part series on ETM deals in Southeast Asia. 2024 is shaping up to be the year when markets learn how Energy Transition Mechanisms (ETMs) will continue to evolve in different Southeast Asian markets. ETMs are initiatives aimed at financing early coal retirement transactions. Their flexibility can be a strength if it improves policy alignment—and begins to deliver a pipeline of bankable deals.
Japan’s toxic narrative on ammonia
Southeast Asian countries are being misled about the emissions savings potential of co-firing ammonia with coal. New analysis by TransitionZero confirms that converting Asian coal power plants to run on ammonia would be an immense waste of capital that could do more climate harm than good.
China goes rogue on new coal
China is doubling down on coal in a bid to prevent more summer power shortages. But more capacity will only add to the structural underutilisation, operational inefficiencies and financial losses blighting the county’s electricity system.
Indonesia’s coal retirement conundrum
The $20 billion JETP deal unveiled at last month’s G20 could finance the early closure of half of Indonesia's existing coal plants – but the devil is in the detail on climate impact.
Thirst for (clean) power
Coal saved China’s hydro-reliant provinces during this summer’s extreme drought. But using thermal plants to prop up the grid during dry periods risks exacerbating the problem of water stress.
Pembiayaan pensiun dini batu bara Indonesia: Coal Asset Transition Tool
Memperkenalkan Coal Asset Transition (CAT) Tool, hasil-hasilnya untuk Indonesia dan implikasinya bagi pembuat kebijakan dan pemodal yang mengerjakan penghapusan batubara secara bertahap.
Financing Indonesia's coal phase-out: Coal Asset Transition Tool
Introducing the Coal Asset Transition (CAT) Tool, its results for Indonesia and the implications for policymakers and financiers working on coal phase out.
Fuel Switching 2.0: Carbon Price Index for Coal-to-Clean Electricity
The Coal-to-Clean Carbon Price Index estimates the carbon price required to incentivise fuel switching from coal to clean energy, leapfrogging fossil gas.
Russia divestment: EU's economic incentive to dovetail energy security with climate law
As the EU looks to phase out Russian gas and coal following the Ukraine invasion, our analysis shows there is a strong economic incentive for an immediate switch to clean energy.
Coal-de-sac: Advanced Coal in Japan
Report on the role of advanced coal technologies in power sector decarbonisation in Japan. Ammonia co-firing, carbon capture and storage, coal gasification.
Coal-26: World must close nearly 3,000 coal units by 2030 to hit 1.5 degree target
New analysis by TransitionZero shows that nearly 3,000 coal plants must be closed by 2030 to align with a 1.5C pathway. COP26 must be the end of coal.
Feeling the burn
Fuel price volatility underscores the need for continued reform of China’s electricity market to achieve its carbon neutrality goal.
Turning the Supertanker
Using satellite imagery and machine learning, this report shows replacing China’s coal fleet with zero carbon alternatives could save $1.6 trillion.
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We’re raising the bar on thought leadership. Our long-form Insight blogs draw on our expert market analysis, open data and modelling.