The Carbon Tracker Initiative and Energy Transition Advisors (ETA) presented the second report of the series “Carbon Supply Cost Curves” to investors, asset managers, investment bankers, analysts and coal companies representatives.
Following the oil report, this risk analysis focuses for the first time on the global coal industry, highlighting that $112bn of future capital expenditure (capex) in potential thermal coal production (excluding China) is at risk of becoming stranded.
The report provides investors with a tool – the carbon supply cost curve – which helps identify the specific projects where the most financial risk lies and direct capital away from them.
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