This report presents the results of Carbon Tracker’s coal power analysis for South Korea to understand stranded asset risk and relative economic competitiveness.

This report highlights the persistent practice of oil and gas executives being incentivised to chase growth for the sake of growth, and details why this isn’t in shareholders’ best interests. Despite the focus on “value over volume” of the last few years, the vast majority of companies continue to reward executives based on volumes.

New energy technologies are cheaper than fossil fuels for electricity and will soon be cheaper for transport. Engineers have increased the feasibility ceiling of renewables to far above the current penetration levels in most countries. Meanwhile, there is rising global concern about local pollution and global warming.

This study offers a sophisticated tool to investors to align their capital allocation decisions with the company’s exposure to climate risks.