Transcribed

Is Coal a Sinking Ship?

Is coal a sinking ship? Thermal Coal Study Brownfield Total Potential Capex Greenfield $220bn O $488 bn 0 $268bn globally able to deliver able to deliver 5700 mtpa 2300 mtpa ECC CEC 225 GtCo2 92 GtCO2 Coal Demand Scenarios 9,000 8,000 IEA Current policies 7,000 IEA New policies 6,000 ETA/IEEFA Low Demand 5,000 4,000 IEA 450 3,000 2,000 1,000 2000 2005 2010 2015 2020 2025 2030 2035 Year Risky Potential Capex Carbon Budget excluding China 900 GtCO2 Brownfield $203bn Greenfield Total Total gas 24% $77 bn $126bn oil 25% $112 bn 73% 40% coal Over $20bn $92bn 36% Low Demand Scenario Only production up to this breakeven price makes sense in a 324 GTCO2 low demand scenario. of which 189 GTCO2 for thermal coal up to 2035 $75 tonne seaborn market Initiative arbon Tracker Designer: Margherita Gagliardi margheritagagliardi.tumblr.com © Carbon Tracker 2014 CO. Potential Production Coal Capex Investment Coal Potential Coal Demand Production 2014-2025 2014-2035 2014-2035 2014-2035 New Mines Existing Mines Million tonnes of coal equivalent (Mtce) 2014-2050 Carbon Budget Reference

Is Coal a Sinking Ship?

shared by margheritagagliardi on Oct 12

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This infographic is based on a recent Carbon Tracker's piece of financial research on coal which provides the financial argument to limit global worming. It shows the alarming chasm which exists betwe... en potential thermal coal oversupply and a low demand scenario. It displays that the available carbon budget (CO2 emissions embedded in future production) for coal does not allow for all projected (and listed in stock exchanges) production to be developed. In particular, based on the study low demand assumptions, coal investors could run the risk to lose $112bn over the next 20 years.

Publisher

carbon tracker initiative

Designer

Margherita Gagliardi