Unit-level stranded asset of coal power under low-carbon transition pathways toward China's carbon neutrality

Key Points

• Stranded assets in coal power are projected to increase significantly under low-carbon transition pathways.
• A potential loss of up to $200 billion in coal investments is anticipated by 2030 due to carbon neutrality goals.
• Assessment of transition pathways highlights economic risks faced by coal power investments amid stricter carbon regulations.
• Implications include the need for policymakers to address financial risks relating to coal assets during the transition.