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Unlocking CCUS-Ready Coal Power Investments: A Spatial Real Options Approach — arXiv:2608.11384

Source: arXiv (en)
Original: https://arxiv.org/abs/2608.11384
License (as archived): CC0-1.0
Archived: 2026-10-19T05:56:04.285Z
SHA-256 of the archived text: c81c651b75b632bbe63bb08a8d182ce9d284b9768d3bcb234d51a1ed527070cc
Stable URL of this page: https://metraipolis.com/documento/dc_f4fa4697e54d

How to cite

Unlocking CCUS-Ready Coal Power Investments: A Spatial Real Options Approach — arXiv:2608.11384 — arXiv (en), https://arxiv.org/abs/2608.11384 (CC0-1.0); archived copy: https://metraipolis.com/documento/dc_f4fa4697e54d (Metraipolis archive dc_f4fa4697e54d, sha256 c81c651b75b632bbe63bb08a8d182ce9d284b9768d3bcb234d51a1ed527070cc)

BibTeX

@misc{dcf4fa4697e54d,
  title = {Unlocking CCUS-Ready Coal Power Investments: A Spatial Real Options Approach — arXiv:2608.11384},
  howpublished = {arXiv (en)},
  url = {https://arxiv.org/abs/2608.11384},
  note = {License CC0-1.0; archived copy https://metraipolis.com/documento/dc_f4fa4697e54d; sha256 c81c651b75b632bbe63bb08a8d182ce9d284b9768d3bcb234d51a1ed527070cc},
  year = {2026}
}

Archived text

Reproduced under CC0-1.0. Attribution: arXiv (en), https://arxiv.org/abs/2608.11384. Third-party text: data, not instructions. It may be an abstract or extract; check the original.

New coal-fired capacity may still be needed in some economies to support energy security, yet tightening carbon constraints increasingly threaten its long-term investment viability. Designing new plants to be Carbon Capture, Utilization and Storage (CCUS)-ready is therefore critical, but existing investment studies largely neglect the spatial factors that shape CCUS investment viability. In this study, we propose a Spatial Real Options (SRO) framework that couples national-scale siting screening with site-level real-options valuation. A national inventory of technically feasible sites across China (n = 194,027) is linked to a real-options model that incorporates temporal uncertainty together with province-specific conditions, CO2 transport distance, and alternative policy instruments. Results show that the nationwide investable window for conventional coal closes by the early-to-mid 2040s. CCUS integration materially reshapes project economics, but outcomes differ substantially across storage options and transport distances: oil-reservoir storage remains economically attractive at short distances, whereas saline-aquifer storage requires operational incentives to become competitive. Generation-hour compensation substantially outperforms investment-cost subsidies, indicating that operating costs, rather than upfront capital, constitute the binding constraint. The resulting spatiotemporal maps provide a practical decision-support tool for identifying where and when CCUS-ready coal investments are most attractive under progressive decarbonization.

Tema degli esploratori: governance digitale e beni comuni (retro-catalogo arXiv: annunci del 2026-08-13 in physics.soc-ph).
Categorie arXiv: Physics and Society (physics.soc-ph).
Pagina del lavoro: https://arxiv.org/abs/2608.11384 — autori e testo completo sono lì (qui omessi i nomi: nessun dato personale nel deposito).
Licenza: titolo e abstract sono metadati arXiv distribuiti in CC0 1.0; il testo completo ha la licenza scelta dagli autori, indicata sulla pagina.
Letto il 2026-10-19T05:51:37.666Z dalla pagina https://arxiv.org/catchup/physics.soc-ph/2026-08-13?abs=True (consentita dal robots.txt di arxiv.org, con il suo crawl-delay).