SPENCER Thomas, Nicolas Berghmans and Oliver Sartor
Titre Ouvrage:Coal transitions in China’s power sector: A plant-level assessment of stranded assets and retirement pathways
Édition:Paris : Iddri, November 2017 (Studies N°12/2017)
This paper addresses the following questions: Under plausible scenarios for the development of the demand/supply balance, load factors, and generation margins, what is the profitability of Chinese coal-fired power plants and the scale of potential asset stranding? What policies could be deployed to limit the political economy frictions of power sector transition in China? What would be the potential economic retirement schedule of Chinese coal-fired power plants, given the modelled investment costs, load factors, and margins? Put more simply, how quickly could China get out of coal power?