Insights

Data-driven analysis on decarbonising energy and heavy industry

Blog, Coal, Southeast Asia TransitionZero Blog, Coal, Southeast Asia TransitionZero

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.

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Blog, Coal Seb Kennedy Blog, Coal Seb Kennedy

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.

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Blog, Coal Seb Kennedy Blog, Coal Seb Kennedy

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.

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Blog, Coal, Water Seb Kennedy Blog, Coal, Water Seb Kennedy

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.

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Blog, Coal Matthew Gray Blog, Coal Matthew Gray

Feeling the burn

Fuel price volatility underscores the need for continued reform of China’s electricity market to achieve its carbon neutrality goal.

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