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Tag: energy transition

Stacked bar chart comparing capacity and generation by energy source: Thermal, Hydro, Nuclear, Wind, and PV. The Capacity bar shows a large Thermal portion with PV at the top; the Generation bar is dominated by Thermal with smaller shares of Hydro, Nuclear, Wind, and PV.

China power sector reform and coal capacity risks

Graph showing declining Hunter Valley coal contract volumes and production forecasts

Hunter Valley coal contracts signal structural decline in export volumes

Line chart of Henry Hub natural gas spot price from 1998 to 2025, with annotations for Winter Storm Uri and Winter Storm Fern highlighting spike periods.

Rising risks for gas fired power reshape power market dynamics

Line chart showing Taiwan’s coal consumption and imports from 2015 to 2024, declining to 63 million short tons in 2024.

Taiwan coal phase-out plans highlight limits to transition

Line chart showing monthly oil and coal prices from 2003 to 2012 in nominal U.S. dollars. Four series are plotted: China Qinhuangdao 5500 kcal/kg coal (red), Australia 6667 kcal/kg coal (yellow with markers), NYMEX Central Appalachian coal futures (black dotted), and Dubai oil (black solid). All series generally rise together, with a sharp spike around 2008, a steep drop in 2009, partial recovery through 2011, and declines by 2012.

European electricity prices and fossil fuel shocks since the 1970s

Chart showing approximate cost of fuel and EU ETS allowances in electricity production from coal in Poland, PLN per MWh.

Poland coal-fired generation faces transition delays and grid bottlenecks

India coal power chart comparing installed power capacity in 2020 and 2025 across coal, solar, wind, hydro, gas, nuclear and other renewables

India coal power remains central despite renewables growth and energy transition push

Banpu coal handling operation with conveyor belts and coal stockpiles at an industrial mining site.

Banpu energy transition shows how a coal producer is repositioning for growth

API2 Rotterdam coal futures chart showing recent price surge

Global coal prices surge as geopolitical tensions and gas rally boost demand

Pace of coal plant retirements versus new capacity additions in the US power system

The pace of coal plant retirements is putting US grid reliability at risk

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