Global Energy Monitor
@globalenergymon
Building an open guide to the world’s energy system. 🔗:
As banks exit #coal over climate risks, project owners are stepping in. New GEM data shows that while recent deals shift toward equity, third-party debt still accounts for ~80% of all coal project finance tracked since 2010. Learn more: https://bit.ly/3TUrtYy
Global coal retirements hit a historic low in H12026, w/only 4.9GW retired across 7 countries — the lowest half-year total since we began tracking in '15. But, the low retirements were not paired w/a substantial increase in newly proposed capacity. Discover the key trends: https://bit.ly/4yYTNJq
Half as many countries are developing new coal power today compared to a decade ago. New data from @globalenergymon.bsky.social's Global Coal Plant Tracker shows 32 countries now have coal capacity in development — down from 64 in 2016. Learn more: globalenergymonitor.org/article/new-...
🏭 Cement kilns operate for 40+ years, locking in emissions through 2050. China’s young kilns (avg 18 yrs) risk emissions lock-in, while 70+ yr fleets in the US & Europe face urgent retirement decisions. Dive into our new kiln data: globalenergymonitor.org/article/new-...
NEW REPORT | China is building more wind & solar than the rest of the world combined, w/500+ GW under construction. But severe grid bottlenecks & coal reliance threaten this boom. Can 🇨🇳 pass its "coal test"? 🔗 https://globalenergymonitor.org/research/chinas-wind-and-solar-megabases-face-coal-test
Why do #steel firms with high ESG ratings keep expanding coal production? 🏗️ ❌ "Conglomerate blending" hides coal behind clean subsidiaries. Use @globalenergymon.bsky.social 's Asset-Class Screener to bulk-screen company lists and find stakes in coal-based steel. 🔗 https://bit.ly/4gE04mX
Is the "clean" #DigitalEconomy backed by captive coal & gas? 💻🔥 As tech expands, dedicated #FossilFuel power is a major blind spot. Use @globalenergymon.bsky.social 's Asset Ownership Trees to trace facility-level power straight to the ultimate parent company. 🔗 https://bit.ly/4gE04mX
The #OilPipeline buildout is shifting to Asia & Africa, making up over 2/3 of the 32,400km in global dev't ($98B capex). But w/the @iea.org predicting a 5M bpd surplus by '27, these decades-long assets risk obsolescence before pay off. Download the new data: https://bit.ly/4y6RLGT
🚀 OUT NOW: @globalenergymon.bsky.social launches new #OwnershipData Tools to transform complex graph data into usable insights. Cut through corporate layers & track asset-level reality: 🌳 Asset Ownership Trees 💼 Portfolio Explorer 🔍 Asset-Class Screener 🔗 https://bit.ly/4gE04mX
🚢 ❌ What moves Gulf crude when the Strait of Hormuz can’t? Even with a deal to reopen the strait, vulnerability is undeniable. Iraq has reopened the Kirkuk–Ceyhan line, & another 3,300 km of bypass routes are under discussion. Download the new oil infrastructure data: https://bit.ly/4y6RLGT
Read GEM’s Pedal to the Metal '26 report but still have questions? 📊 Join the report authors on June 18 for a live deep dive and Q&A covering asset-level data from nearly 1,300 steel plants and 949 iron ore mines globally. Register: zoom.us/webinar/regi...
🇨🇴 Colombia is at a critical energy crossroads. Despite its strong climate leadership, the country remains tied to #fossil infrastructure. The incoming gov't has a unique window to secure the grid without locking into a costly, massive LNG overbuild. globalenergymonitor.org/research/col...
📢 Big news! We're thrilled to welcome Erica Scott-Adjei as our new Chief Development Officer. Erica brings 20 years of expertise to keep GEM’s independent energy data open and accessible to all. Learn more about her background: globalenergymonitor.org/profile/eric...
ICYMI: The global steel industry faces a major "coal lock-in" crisis, but a critical window for intervention remains. 🏗️ Whether you've read the full PTM 2026 report or want an expert breakdown of key findings, join us for a live discussion w/the report authors. Register: zoom.us/webinar/regi...
BRICS broke renewable records in 2025 — & fossil records too. Solar + wind additions hit 497GW, but the bloc also added 125GW of coal, oil and gas capacity. A split transition: renewables are cutting coal generation in places, while fossil capacity grows. globalenergymonitor.org/research/spl...
Who added the most pumped storage #hydropower (PSH) this year? 🗺️ 🇨🇳 China, 🇬🇧 the UK, and 🇮🇳 India are leading the world in newly operating PSH. China alone has 168 GW currently under construction. Track the global leaders: globalenergymonitor.org/projects/glo...
Even as power systems move increasingly beyond fossil fuels, 2025’s data details how the world is navigating an uneven but accelerating exit from the coal era. 📘 Read the full global survey: globalenergymonitor.org/research/boo...
🇨🇳 While actual generation drops, the physical capacity buildout remains highly concentrated. Just 5% of active coal power construction globally is happening outside of China and India — a hyper-concentration driven by the massive scale of China's recent additions.
The numbers point to a structural shift. This divergence is most pronounced in China 🇨🇳 and India 🇮🇳, where record-breaking wind and solar additions met nearly all new electricity demand, displacing daily coal generation even as the global operational fleet expanded to 2,175 GW.
🏭 🌍 The geographic footprint of #coal dev't is narrowing sharply. Only 32 countries were proposing or building new plants in '25 — less than 1/2 the 75 countries doing so in '14 A 🧵 on key findings from GEM’s 11th annual Boom & Bust Coal report, out today 👇 globalenergymonitor.org/research/boo...
NEW DATA: Pumped storage #hydropower (PSH) now makes up 62% of all prospective hydropower capacity worldwide. With 690 GW in the pipeline, PSH is outpacing conventional hydro projects by 1.6 to 1. Download the data: globalenergymonitor.org/projects/glo...
🇦🇺 & 🇧🇷 lead in iron ore mining but export most of it. 🇦🇺: Produces ~ ⅓ of global supply 🇨🇳: Consumes 59% of global iron ore Massive opportunity: Producers can pivot to lower-emissions ore & decarbonize the steel industry.
India & China’s are shaping steel’s future 🇨🇳 Operates > 60% of BF capacity today 🇮🇳 Accounts for > 60% of BF developments China is locked in by its fleet, India still has room to change course 🏗️
The switch away from blast furnaces means buildout of green H2-DRI to replace ironmaking capacity. ➡️ But 98% of existing DRI capacity is fossil-based ➡️ While 16% of dvlping DRI capacity plans to use green H2 upon startup, these plans are unlikely to materialize w/o rapid dev’t of green H2 capacity
The #steel sector is dvlping coal-based capacity than it plans to retire. GEM’s new Pedal to the Metal report finds that 319mtpa of BF capacity expansion threatens to make the industry coal-reliant for the foreseeable future w/o a change of course. globalenergymonitor.org/research/ped... 🧵⤵️
The Global #Hydropower Tracker just got its most comprehensive update yet! 📈 By lowering our threshold to 30 MW, we’ve added 1,000+ new projects. We now track 89% of global operating hydropower capacity – an extra 36.5 GW. Explore the revamped tracker: globalenergymonitor.org/projects/glo...
🇨🇱 Chile leads Latam in installed battery storage capacity: 1.6GW operating, ~7.7GW under construction. W/an avg duration of ~4 hours, batteries store midday solar surplus & discharge through most of the evening ramp, reducing reliance on coal * natural gas. globalenergymonitor.org/report/energ...
The #LNG industry is counting on South Asia to be a major growth market. But over the past decade, India, Bangladesh and Pakistan have shelved or cancelled 2–3x as much LNG import capacity as they have brought online. Learn more in our new brief: globalenergymonitor.org/report/south...
India is planning the world's 2nd largest #LNG terminal buildout & 3rd largest gas pipeline expansion — anchoring a $107B bet across S. Asia. Even w/a global LNG glut expected, new gas infras. could lock India into relying on an expensive, insecure fuel. globalenergymonitor.org/report/south...
#COP31 hosts Türkiye 🇹🇷 and Australia 🇦🇺 have the highest share of planned #wind and #solar with storage, according to new data from @globalenergymon.bsky.social. ⚡ 📊 Read the full analysis: globalenergymonitor.org/report/energ...