Energy Security and Path to Carbon Neutrality in
the Coal Value Chain
Michelle Manook
World Coal Association (WCA)
September 2023
CONFIDENTIAL

The ‘Coal Hard Reality’ Is Settling Across
The European Media

Evolving Coal’s Three Key Principles

Principle 1
Understanding Coal’s Total Contribution

Coal’s contributes beyond power generation.
Coal is critical for allied industries, including
cement, steel, aluminium, critical minerals, andagriculture.

Principle 2
Energy Trilemma Is Central

The Energy Trilemma
Security, Affordability, and Sustainability
cannot be ignored.
For coal-dependent countries to successfully address their Energy
Trilemma, a balanced, realistic, and integrated approach, thatincludes coal abatement technologies is necessaryPrinciple 3
Balancing Development and Decarbonisation

Development and Decarbonisation are not mutually exclusive.

Coal for Energy Security

Japan-Leading Energy Security Strategy

At the G7, Japan won endorsements for its
balanced national strategy that includes coalabatement technologies, alongside hydrogenand nuclear

Australia – All Energy Options Needed

Australia’s Former Chief Scientist, said Australia
should keep all options open, including coal,until reliable alternatives are in place

South Africa – Relies on CoalSouth Africa is the leading coal-consuming andproducing country in Africa.
South Africa recognises the importance of coal
to both current and future energy needs,
together with the importance of abatement
technology

Malaysia -Coal Becoming More Significant

Malaysia has witnessed a growing importanceof coal for energy due to security and cost
concerns

India - Coal Will Remain Significant

Coal is expected to continue generating 55% of
the country's electricity by 2030

China - Continues to Increase Coal Capacity

China approved nearly 40GW of global coalplant projects in 2022

Global Coal Abatement Projects

Japan Is Successfully Implementing
Coal Abatement Technologies

Japan’s investment in clean coal technologies ,notably HELE, is bearing fruit for power
generation and beyond combustion
applications

ASEAN Is Embracing Coal Abatement
Technologies

The ASEAN is embracing coal abatement
technologies like biomass co-firing. Atechnology that can lead up to 76% carbon
emission reduction in the region compared tocoal alone

India Continues to Grow Abated Coal Power

India has a total of 1,320 MW of ultrasupercritical plants in operation, and 17,800
MW under construction.

China is Increasing Abated Coal Plant Capacity

China has a total of over 277,000 MW of ultrasupercritical plants operating and more than
53,000 MW under construction

Embracing Methane Captureand Utilisation

United States - Methane Project isReducing Emissions

The Mountaineer Methane Capture andUtilisation Project in the United States, capturing
methane from coal mine to produce electricity

Canada - Innovative Project
Generates Electricity

The Athabasca Oil Sands Methane Capture andUtilisation Project captures methane from oilsands operations for electricity generation

Creating A United Industry

A United Coal Value Chain = Long term
Success and Sustainability

The coal industry must continue to involve
participants across the entire coal value chain.
This is an ongoing journey involving information
dissemination, advocacy, and enlistment

Time To Own The Narrative

The coal industry missed its first opportunity toown the narrative and we have all had a front row
seat to see what this has meant.
Let’s not miss this next opportunity totransition and transform to an abated coaltechnologies and solutions futureFuture Coal Vision• Responsible Coal
Stewardship• Global Alliance for
Sustainable Coal
• Pro-investment inabated coaltechnologies andsolutions• Complementary andInclusive
International &Domestic CoalPolicies• Sovereignty
respected Choose
Energy Mix• Fact-based• Agnostic• Innovative• Unified• Collaborative• Pragmatic• Realistic‘Future Coal’ believes in a shared goal which advances the global community development anddecarbonisation goals25

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