繁荣与衰落2023—追踪全球燃煤电厂开发（全文）-43页_1mb

Global Coal Power Pipeline Summary

The "Boom and Bust Coal" 2023 report tracks the global coal power sector, highlighting a mixed landscape of declining new coal projects and continued expansion, driven primarily by China. While the global coal fleet grew by 19.5 GW in 2022 due to China's additions, new coal capacity proposals collapsed by two-thirds since the Paris Agreement, with a 84% decline in regions outside China. China now accounts for over 68% of global pre-construction coal capacity, underscoring its dominance. Commitments to end coal under the Paris Agreement are insufficient, as only 5% of global operating capacity has a phase-out date. OECD countries are making progress on retirements, but must accelerate phase-outs by 2030 to align with climate goals. The International Energy Agency's modeling shows that coal must phase out steadily to limit warming to 1.5°C. Challenges include stranded assets, slow transitions in developing nations, and limitedJust Energy Transition Partnerships funding. The report emphasizes the need for rapid, equitable coal retirement to avoid exceeding climate targets by 2030.