[can-eecca] от М.Юлкина - Carbon Tracker о климатических рисках в угольной отрасли

[ENWL]

Коллеги,

компания Carbon Tracker подготовила очередной материал о рисках обесценения углеродоемких активов. На этот раз в фокусе внимания угольная отрасль. Вот основные выводы:

In Russia:

• Coal power is already unprofitable, losing an average $12 for every megawatt hour generated.
• By 2020 new renewables will be able to supply power more cheaply than new coal plants.
• Coal owners could save $20 billion by closing plants in line with the Paris Climate Agreement instead of pursuing business as usual plans.
• The three companies most exposed are Gazprom, with $5.8 bln of stranded asset risk, Inter RAO with $4.1 bln, and SUEK ($1.3 bln).

 At a global level:

• 42% of coal capacity is already unprofitable; under existing policies that could reach 72% by 2030;
• it costs more to run 35% of coal plants than to build new renewable generation; by 2030 building new renewables will be cheaper than continuing to run 96% of coal power;
• China could save $389 bln by closing coal plants in line with the Paris Agreement, the EU could save $89 bln, and the US $78 bln.

См вложение.

С уважением,

М.Юлкин

 

From: Michael Yulkin

Sent: Saturday, December 01, 2018 7:11 AM

Subject: [can-eecca] от М.Юлкина - Carbon Tracker о климатических рисках в угольной отрасли