The Extractive Industries and Society 15 (2023) 101275
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Original article
Mining coal while digging for justice: Investigating justice claims against a
coal-phase out in five countries
Henner Busch a, *, Vasna Ramasar b, Sofia Avila c, Brototi Roy d, e, Tara van Ryneveld b,
Ana Mandinic b, Eric Brandstedt f
a
Lund University Centre for Sustainability Studies, Sweden
Department of Human Geography, Division of Human Ecology, Lund University, Sweden
Instituto de Investigaciones Sociales UNAM, Mexico
d
Institute of Environmental Science and Technology, Autonomous University of Barcelona, Spain
e
Department of Environmental Science and Policy, Central European University, Austria
f
Human Rights Studies, Department of History, Lund University, Sweden
b
c
A R T I C L E I N F O
A B S T R A C T
Keywords:
Coal phase-out
Coal phase-down
Just transition
Climate delay
Germany
India
Mexico
Serbia
South africa
Coal has long been one of the fossil fuels underpinning the energy systems of many countries around the world.
Because of its long-standing history, many actors have an interest in retaining the status quo. In this article, we
explore the complexities of a coal phase-out in different countries. Drawing on empirical material from Germany,
India, Mexico, Serbia and South Africa, we look at the way coal is represented in public debate. We do so by
analysing the respective political arguments of key actors about coal phase-out in the chosen countries and
analyse their inherent justice claims. Our research illustrates how state institutions, fossil fuel companies and
other actors have contributed to framing coal as a formative factor of social relations and as an asset for
development. Further, we find that there is considerable overlap of justice claims between global North and
global South countries, even though actors from global South countries also invoke global inequalities and
historical climate debt. Based on our results, we argue that policymakers must (a) critically interrogate justice
claims and (b) consider injustices created by the status quo to ensure a Just Transition.
1. Introduction
The unfolding climate crisis makes drastic cuts in global greenhouse
gas emissions an imperative. Nearly two-thirds of today’s emissions
stem from our global energy system and it is the sector where emissions
have risen the most in absolute and relative terms since 1990 (Ritchie
et al., 2020). The most carbon intense source of energy in the global
energy mix is coal (IPCC, 2022; IPCC et al., 2014). Emissions from
coal-fired power generation have more than doubled between 1990 and
2018 (International Energy Agency, 2019). However, to stay within 1.5◦
of global warming, nearly 90% of all coal needs to stay in the ground
(Welsby et al., 2021). This turns coal into a defining factor in the
struggle to stabilise the climate.
Against this backdrop, calls for a phase-out of coal in the near future
have gotten louder in recent years (Welsby et al., 2021). Many scholars
recognise that this question opens up a whole host of issues starting from
energy security (Nolting and Praktiknjo, 2020) via questions of job
security (Kalt, 2021) to endangering cultural identities (Johnstone and
Hielscher, 2017). This scholarly attention reflects public discourses on
coal in which diverse actors voice resistance to a phase-out of coal. This
resistance became evident at the COP26 in Glasgow in 2021 where the
original ambition to find an agreement on a global coal “phase-out” was
watered down to a “phase-down” (Arora and Mishra, 2021).
Calls for a Just Transition to mitigate the negative impacts of a coal
phase-out have grown louder in recent years. The concept emerged and
was popularised in the 1970s/80 s in the US with chemical plant workers
and local communities affected by environmental externalities, but it
has been used in current days much more widely in the context of just
energy transitions (Stevis et al., 2020). The original ambition of a Just
Transition was to ensure that workers and their communities are not
unproportionally affected by hardship that arise from new environmental legislation. Several researchers have recently turned to the
concept of Just Transition to investigate the social problems related to
low-carbon transitions and how to address them (Brandstedt et al., 2022;
* Corresponding author.
E-mail address: henner.busch@lucsus.lu.se (H. Busch).
https://doi.org/10.1016/j.exis.2023.101275
Received 19 December 2022; Received in revised form 27 April 2023; Accepted 23 May 2023
2214-790X/© 2023 The Author(s). Published by Elsevier Ltd. This is an open access article under the CC BY license (http://creativecommons.org/licenses/by/4.0/).
H. Busch et al.
The Extractive Industries and Society 15 (2023) 101275
2021). India and China lobbied to replace the term ‘phase-out’ with
‘phase-down’ in the final agreement document, which essential means
that although use of coal might increase in absolute terms for national
‘development’ needs, there should be a decline of coal as a percentage of
the overall energy mix. Nevertheless, China and the US agreed to seize
financing coal power projects in other countries and China has
committed to phase-down power production from coal between 2021
and 2026.
In recent months, the unlawful Russian full-scale invasion of Ukraine
has changed the situation in Europe. Several EU countries, amongst
them Germany and Austria, are considering expanding coal power
production because of decreased gas deliveries by the Russian aggressors. Plans go as far as the reopening of already closed power plants (see
e.g., Lory, 2022) and fuelling them with domestically mined and imported coal. It is difficult to predict what further impact the war will
have on the phase-out of coal, but it potentially adds further fuel to the
fires (literally and argumentatively) of those who oppose a quick end of
coal.
Gürtler et al., 2021; Heffron and McCauley, 2018; Jenkins et al., 2020;
Swilling et al., 2016). This work highlights the importance of justice
claims that are raised in the context of energy transitions and their implications for public acceptance.
In this article, we systematise arguments supporting the continued
use of coal in a number of countries where it is still a central resource for
the national energy mix and/or the dynamics of specific productive regions. Specifically, we focus on the cases of Germany, India, Serbia,
South Africa and Mexico to explore how the support for coal activities is
currently mobilised in different economic, social and political contexts.
Three questions guide our analysis:
1) What are the main claims brought forth in favour of continuing the
use of coal within the analysed cases?
2) How do justice claims differ between the cases, especially between
global North and global South countries?
3) How can the results inform approaches to policy making for Just
Transitions?
Existing research around coal-supporting narratives has largely
focused on single country analysis (Curran, 2021; Jacob, 2017; Kalt,
2021; Trencher et al., 2019). Building upon those insights, we integrate
a wider number of cases into a single study highlighting how the relatively central position of coal across different contexts creates “climate
delay narratives” (Lamb et al., 2020) while producing specific challenges to achieve just transitions. With this analysis, we aspire to identify key issues that decarbonisation strategies must address, either by
presenting counterarguments or by developing responsive policies, to
gain public acceptance and democratic participation in designing
alternative energy futures. Further, we seek to introduce a global South
perspective into the scientific debate on coal phase-outs. Consequently,
our findings are relevant to academics by outlining a research agenda
and to policymakers by identifying points of conflict related to the
transition.
2.3. Background and status of coal in the national energy contexts
In situating coal phase-out in each of the case study countries, we
first provide a brief overview of the status of coal (Table 1). We do this in
relation to its role in the national energy systems, the history of coal in
each country and future plans.
3. Methodology
Our analysis is based on a multi-country case study approach. We
have drawn empirical data from five countries where coal is a central
resource for the national energy mix and/or the dynamics of specific
productive regions. These countries are Germany, India, Mexico, Serbia
and South Africa. We selected the countries based on convenience
sampling. Our research team includes citizens of all the selected countries, and we have native speakers of all the relevant languages present
in the data. This sampling approach allows only for limited generalisability. Nevertheless, it still enables us to do two things: first, to
identify a set of justice claims articulated against a coal phase-out, and
second, to draw conclusions about differences between coal phase-out
discourses in the global North and the global South. All countries we
selected are - at least nominally – democracies1 in which debates about a
phase-out or phase-down of coal are taking place. This means that political debates in all countries needs to acknowledge a variety of justice
claims to show good democratic practice in designing policies (Dobson,
2000).. We included data from 2019 to early 2022. However, in the case
of Germany, we extended this period to start already in 2017. We did so
to account for the discussion around the German coal phase-out which
was suggested by the Commission on Growth, Structural Change and
Employment in February 2019. Our data collection stopped shortly
before Russia’s unlawful full-scale invasion of Ukraine, which had implications on national discourses about coal phase-out, not least in
Germany.
We started our data collection by identifying the main arguments
against the phase-out or phase-down of coal through a scan of the main
actors and documents influencing the public debate in each country. We
did so by distilling the arguments from a set of sources that have
particular relevance to the discussions in the different countries and thus
hold the power to influence the public debate. For each of the countries,
we looked at a set of key-actors and, through an online search, identified
2. Coal in the world
2.1. Coal’s role in today’s global energy system
Coal, the most carbon-intensive fuel currently used extensively in
electricity generation, accounts for 35,25% of electricity generation
globally in 2020 (International Energy Agency, 2022a). Phasing out coal
is thus critical to limiting emissions that drive climate change. In 2020,
total coal consumption was 7456 Mt globally. This figure resulted from
slow growth during the pandemic, but the projections are for significant
rebound as the economy recovers from pandemic losses. Most of the
growth in coal consumption is taking place in China, India and USA
(International Energy Agency, 2021).
Global coal trade in 2020 was 1 298 Mt, a drop of 11% from the
record volumes in 2019. Traded coal made up 17% of global coal consumption and most of this trade was seaborne. Indonesia remains the
world’s largest exporter of coal (by weight) at 405 Mt with Australia
following. China was the largest importer of coal in 2020 with 314 Mt
with Turkey being the largest importer outside the Asia Pacific region
with 40 Mt imported in 2020.
2.2. Coal phase-out & coal phase-down
Discussions about the necessity of a phase-out of coal have gained
traction in recent years. For example, coal was first explicitly mentioned
in the agreement of the COP26 negotiations in Glasgow in 2021. A
coalition of 190 states committed to phasing-out coal power production
by 2030 (or 2040 respectively for non-OECD countries) (IPCC, 2021).
Notable exceptions from this list were the four largest producers of coal
energy, namely, China, Japan, India and the US who together account
for 75% of global coal consumption (Human Rights Watch (HRW),
1
According to the Economist Democracy index, these countries are ranked as
follows: Germany (15), India (46), Mexico (86), Serbia (63), South Africa (44).
Only Germany counts as a "full democracy", South Africa, India and Serbia
count as "flawed democracies", and Mexico as a "hybrid regime" (i.e. hybrid
between democracy and an authoritarian state).
2
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The Extractive Industries and Society 15 (2023) 101275
Table 1
Overview of the past, present and future of coal for electricity in the 5 case study countries.
Present
Percentage (%) of
coal in current
electricity
generation
Percentage change in
electricity generation
from coal in 2020,
relative to 1990.
Germany
24
−53,9
18th century
Mexico
4
+16,8
19th century
India
70
+517,1
18th century
Serbia
70
−6,2
19th century
Kolubara basin, Kostolac
basin
South
Africa
88
+34,7
19th century
Limpopo province,
Mpumalanga province,
KwaZulu-Natal, Free State
Country
Historical development
First instances of
(commercial) coal
mining in the country
Major coal producing
regions
Rheinisches Revier, Lausitzer
Revier, Helmstedter Revier,
Mitteldeutsches Revier,
Municipalities in Coahuila
Sabinas, San Juan de Sabinas,
Múzquiz, Juarez,
Progreso
Jharkhand, Odisha,
Chhattisgarh, West Bengal,
Madhya Pradesh
Future
Phase-out plans
Phase out by 2038 Compensation for regions and
companies affected
No explicit phase-out of coal, but commitments
to increase clean energies in the national mix
(35% by 2024) and a reduction of GHG
emissions (50% by 2050)
No explicit phase-out of coal. Aims to meet netzero emissions by 2070 and to meet fifty percent
of its electricity requirements from renewable
energy sources by 2030.
No explicit phase-out of coal but the country
foresees a 9.8% reduction in emissions compared
to 1990 levels by 2030 (equivalent to a 15%
increase in emissions at the time of the
commitment.)
No explicit phase-out of coal. By 2030,
decommission 35 GW (of 42 GW currently
operating) of coal-fired power capacity and
supply at least 20 GW of the additional 29 GW of
electricity needed by 2030 from renewables and
gas
Data on% coal in current electricity generation sourced for Germany from Statistisches Bundesamt (Statistisches Bundesamt, 2022), for Mexico from the Global
Electricity Review, 2021 (Jones, 2021), for India from the IEA India Energy Outlook 2021 (International Energy Agency, 2021), for Serbia and for South Africa
calculated from the IEA electricity information (International Energy Agency, 2022b). Data on percentage change in electricity generation from coal in 2020, relative
to 1990 calculated from IEA country profiles.
data, such as grey literature, speeches, interviews, videos, etc. pertaining to the phase-out of coal. We used the following list to identify actors
and data:
below). This enabled commonalities and differences between the arguments made in the different countries to become visible (Table 2).
4. Theoretical framing
1 If there has been a decision to phase out coal in the country, we start
two years before the decision. Else, we start with the current debate.
2 When we collected data, we looked at sources in the following order:
1 If applicable: commissions on coal phase-out or energy/climate
commissions
2 Main government sources (prime minister/president; ministries
concerned with energy, climate, mining, environment or work)
3 Companies involved in energy production from coal
4 Companies involved in coal mining
5 Labour unions involved in the coal industry
6 Other relevant voices (non-unionised coal workers, local populations in coal regions, regional and local politicians. Non
exhaustive but illustrative showcase of narratives in media, civil society reports)
In this section of the article, we describe the different theoretical
concepts that are relevant to our research process. These concepts are
useful tools for our analysis of the empirical materials from the five case
studies. The main bodies of theory that we draw on are discourses of
climate delay, scalar interactions and theories of justice in relation to
climate change and energy transitions.
4.1. Discourses of climate delay
Lamb et al. (2020) identified common climate delay discourses and
developed a typology of the logic underpinning these discourses (Fig. 1).
This typology identifies four broad categories: (1) discourses that redirect responsibility for action; (2) that push non-transformative solutions; (3) that emphasise the downsides of action; or (4) that surrender
to climate change. This paper expands and nuances this understanding
of delayed decarbonisation in the context of coal as a specific
socio-technical system and sets in conversation with two additional
concepts, namely justice and scale (see below).
In total, we looked at 81 arguments made by a variety of actors in the
five countries (see Table2 for an example). The justice dimensions of
many of the arguments we encountered are implicit and need to be
teased out in the analysis. Our approach does not aim to present a
comprehensive analysis of the discourses in the different countries.
Instead, we want to provide an overview of the dominant arguments to
highlight how justice claims in favour of coal are being constructed in
different contexts. For each of the actor groups, we collected arguments
from the data until we reached the point of theoretical saturation
(Bryman, 2008). After the collection of arguments, we distilled the
inherent justice claims of the arguments. These were then categorised
according to where (countries) these claims were made, the scale they
appeal to (local, regional, national), what institutions and actors have
made them and the themes that emerged from each argument (is it
technological or developmental etc.). We analysed this data through the
framework of climate delay developed by Lamb et al. (2020) (see section
Table 2
Example of data collection matrix.
Argument/ claims
Category of climate
delay
Where
Scale
Theme
Institutions/ Actors
Documents
3
Example: Coal is a blessing/resource that should be utilised
for Economic Empowerment
Emphasize the downsides
South Africa
National
Developmental
Government (Mineral Resources, Planning), Business
(Minerals Resources Council)
Mining Charter, National Development Plan 2030,
H. Busch et al.
•
•
•
•
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Specifically, we map here:
4.2. Scalar interactions
Who is saying something?
Which delay category do they appeal to?
Which justice dimension do they invoke?
Which scale do their claims refer to?
Another element that becomes relevant to the study of debates about
coal phase-outs is how scale is engaged and invoked in different claims.
The concept of scale is seen as a way of ordering social relations as well
as non-human parts of the environment (Smith, 1992). Different types of
scales are defined such as spatial, temporal, jurisdictional and institutional and each of these scales has different levels within. For example, a
spatial scale (such as global, regional, and local levels) can interplay
with a jurisdictional scale (such as local, provincial, national and international government levels). Within scalar research, we identify that
there are interactions between levels in a scale as well as between scales
themselves. For instance, responsibility for decision-making that relates
to coal phase-out may be taken by the local government deciding on
local road infrastructure; regional or provincial governance may be
responsible for economic development in the region and national government may be responsible for mining permits and carbon emissions.
Andonova and Mitchell (2010) recognize that environmental governance has been dramatically rescaled and become increasingly complex
and interconnected with respect to the level at which it takes place, the
range of actors engaged in it, and the linkages between it and nominally
non-environmental issues. As we will highlight in our discussion, this
adds complexity to justice claims in the energy transition (Gürtler et al.,
2021).
We acknowledge that the “discourses of climate delay” framework
has predominantly been applied in a Western and global North context.
We are also aware of the polemic undertone of the framework and its
accompanying material. This brings with it the danger that all arguments against any form of rapid decarbonisation might be categorised as
“delay discourse” and consequently get disqualified irrespective of the
potential validity of these arguments. In this research, we attempt to free
ourselves of this polemic baggage and treat the framework first and
foremost as a mapping tool without far reaching normative implications.
We argue that this is possible because even in the original framework
most categories are not just fake arguments that aim at delaying climate
action per-se. The different discourses of climate delay do not aim to
delay action on climate as an end in itself, but rather they serve the
purpose of protecting particular (often material) interests, some of
which might indeed be justified. Many of the existing categories of the
framework have an inherent justice dimension by e.g., appealing to the
principle that unnecessary burdens should be avoided if a political goal
cannot be reached (change is impossible) or that one should not take
advantage of others’ effort (free riding) or that we need to balance
different policy goals (emphasize the downsides) in political conflict.
Consequently, we refrain from delivering normative judgements when
collecting and categorising the different judgement claims here (Fig. 1).
4.3. Justice claims in the coal phase-out
The last theoretical lenses that we use to interrogate arguments for
maintaining coal-based activities is justice. Here we consider what
Fig. 1. discourses of climate denial taken from Lamb et al. (2020).
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The Extractive Industries and Society 15 (2023) 101275
justice claims underlie resistance to a coal phase-out and how these
claims allude to calls for fairness and equality (Muttitt and Kartha,
2020). Some of the justice questions that come up are: how can we
understand and foster justice when considering past, present and future
energy access and production - energy for whom and at what cost?
Claims for the maintenance of coal and against a coal phase-out may
relate to the distribution of impacts; the procedures by which such decisions are made and whose claims are recognised in the
decision-making process (McCauley et al., 2019). These claims may
relate to different scales - local employment or global climate change
and refer to different institutions and jurisdictions.
Additionally, the notion of transitional justice is relevant to this
study of coal phase-out (Klinsky, 2018). It refers to claims to fairness
that come up in the energy transition and coal phase-out process.
Implementing transitional justice may include a wide range of policies in
order to redress injustices caused by a coal phase-out. However when
considering transitional justice, the legitimacy and moral grounds of
different claims must be interrogated such as the right to extract or the
so-called process of grandfathering which may lead to coal lock-ins
(Ackerman et al., 1999).
requires an orderly process to transition from one economic activity to
another and that this orderly transition would be impossible without the
economic benefits provided by coal. Jobs and livelihoods are often
repeated reasons against the coal phase-out. It is mainly articulated by
companies involved in coal and regional politicians. In essence, it underlines that the sector provides jobs and livelihoods for many people.
The claim is often accompanied by concrete numbers of people
employed in the sector. E.g. LEAG, the company that runs the Lusatian
mines and power plants referred in 2019 to “8000 direct and 16,000
indirect” jobs related to coal mining in the region. The company lists
only 7000 jobs on their homepage in 2023. Statistics released by the coal
sector claim that in 2022 17,216 people were employed by the sector in
Germany, down from 20,336 in 2019, the year the phase-out compromise was reached (Statistik der Kohlenwirtschaft, 2023). However, these
numbers must be taken with a grain of salt. Both industry and politics
have applied very generous methodologies when counting employment,
e.g., including workers who work on the remediation projects of closed
open pit mines (Staude, 2018).
A pre-decision claim is about return on investment. An early coal
phase-out would lead to hardship for the companies involved in the
sector. In particular, the companies argue, the long-term planning processes for open pit mines which might work with decade-long time horizons make a rapid phase-out particularly damaging to the companies.
One of the coal companies warns in the post-decision debate that an
earlier and rapid phase-out would inflict damage to the German and
European energy system. This claim is not further substantiated, and the
nature of this damage remains entirely unclear. In post-decision times,
an entirely new argument against an even earlier coal phase-out
emerged which falls into the emphasis the downsides: Faced with protests by Fridays for Future demonstrators, coal companies stressed the
necessity of upholding the rule of law and honouring the compromise
the commission had reached. The justice dimension of this argument
centres around the principle of legitimate expectations, e.g., the idea
that it is unjust if one makes plans and investments based on good faith
and these plans suddenly become forbidden and investments worthless
(Brown, 2017).
In summary, the claims from the German debate display no surrender
and no redirect responsibility narratives. In connection with redirect responsibility, it is worth noting that prior to 2015 e.g., the union IG BCE
used to frame German and even European emission cuts as ineffective in
face of Chinese emissions growth rates. However, it appears that the
Paris agreement has thankfully eliminated such arguments from the
German debate. Surprisingly, also a push for non-transformative solutions (e.g. Carbon Capture and Storage or Carbon Capture and Usage) is
not present. This means that nearly all claims fall into the category of
emphasize the downsides which reflects a general social acceptance for a
(n eventual) coal phase-out by all relevant actors. Within the category of
emphasize the downsides, all subcategories (social, developmental and
policy perfection) are present. However, the German data also introduces one new subcategory: the rule of law. The rule of law subcategory
is particularly interesting as it came up after the phase-out date was
decided. The fact that coal companies defend the decision possibly indicates that the compromise constitutes a good deal for the companies
who are allowed to continue using coal until 2038 while also receiving
generous compensation payments. Finally, the reference to disadvantaged regions is a reoccurring theme in the German case.
5. Results
In the following, we will present the prevalent arguments against a
phase-out of coal in the five different countries. We will proceed country
by country and link our results to information from the background
Section 2.3.
5.1. Germany
Amongst the countries we investigated, Germany holds a special
position. This is because the phase-out of coal has already been set for
the year 2038 by the Commission on Growth, Structural Change and
Employment, which published its report in 2019. This means that we
technically have two data sets for Germany, one from the pre-decisions
discourse and one from the past-decision discourse. Not surprisingly, the
pre-decision arguments feature much more prominently in our data.
Many of the German justice claims in the debate focus on emphasising
the downsides of a coal phase-out. A recurring argument is that coal is the
main source to ensure energy security in Germany. Both the German
government (chancellor and minister of economics) and coal companies
raise this point in pre-decision times. However, the argument is still
raised by coal companies in post-decision times as a response to calls
from researchers and social movements like Fridays for Future for an
earlier phase-out date than 2038. The justice implication of this argument stays somewhat implicit. However, the actors refer to the need of
ensuring supply to enable the required structural changes in the coal
producing regions. The causal link between national energy security and
regional structural change remains unclear. A second pre-decision
argument against a coal phase-out is affordability. The national government as well as companies argue that a phase-out of coal would lead
to higher energy prices for consumers in the whole country. This would
eventually put an unacceptable economic burden on citizens in general
and poorer households in particular, which would be unjust. In the runup to the decision on the phase-out, several actors stressed the importance of coal for the economy. While energy companies mainly stressed
the importance of coal for certain (disadvantaged) regions, the national
government underlined the importance of coal for the national economy. How this importance of coal for the national economy actually
plays out in concrete terms stays, however, vague. The claim nevertheless appeals to social justice by referring to the disadvantaged regions
who should not be subject to further economic hardship.
In line with fossil-fuel solutionism, companies argue that the economic
benefits provided by the coal industry are essential to enable the transition to a renewable energy system. This claim comes up both in our
pre- as well as in our post-decision data. The central argument is that it
5.2. India
Similar to the other middle-income countries, there is a strong focus
on the developmental benefits of coal in India. Social benefits include
electricity access and lowering the cost of energy for households as well
as jobs. With a growing population, much of India’s narrative is focused
on the needs of the population and the impossibility of meeting these
needs without coal (Roy and Schaffartzik, 2021). This also ties into
energy security for the nation and its development. The central justice
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argument here is that Indian citizens and the country have a right to
develop, especially as India is a country with lower living standards and
very low per-head emissions in international comparison.
Economic benefits were also highlighted in terms of revenue generation from privatisation. This was a slightly contrasting narrative from
those found in Mexico and South Africa which emphasised public investment in coal.
The Environmental Ministry also justifies the continued growth in
coal as a result of approvals already given and commitments to uphold
these decisions. This is similar to the rule of law discourse in Germany
and reflects the justice principle of legitimate expectations (Brown,
2017). To a lesser degree there is a narrative of technology optimism
regarding clean coal technology.
In summary, coal in India is framed as a requirement in the face of
energy needs of the population. This suggests a discourse of surrender as
change is impossible. The narrative is less about the losses that will come
from a transition away from coal and more about the potential benefits
coal might bring to the nation in the future. To a lesser extent, the
emphasize the downsides narrative is brought up in terms of rising cost of
energy and employment. There is also a push for non-transformative solutions with clean coal technologies.
progress of this country, by working hard and fighting for their rights”
(Presidencia de la República, 2020). In line with the official narratives
appealing to social justice, one of the main union leaders in the coal sector
has stated that coal-powered plants should continue working because it
is the source of jobs for many people (Guardiola, 2017). However, it is
worth noting that young generations of Coahuila are trying to look
beyond the coal dependency and imagine alternative futures than those
experienced by their grandparents and parents (Ballesteros, 2021). The
arguments in favour of progress and development might resonate with
these new generations who are also experiencing the loss of their families in the recent major accident at the Pinabete coal mine (Vega, 2022).
Summarising the Mexican case, we find that justice claims differ
between the national and the regional level. On the national level, we
find the redirect responsibility discourse, which appeals to the principle
that rich nations should decarbonise first. On the regional level, the right
to development is invoked.
5.4. Serbia
In Serbia, most of the claims made in favour of delaying a coal phaseout emphasize the downsides with a focus on jobs, quality of life for citizens, energy security and the economy (locally and nationally).
Considering that Serbia relies mainly on coal for its electricity production, there is a very strong call that the country cannot stop relying on
coal in the next 2–3 years. These arguments are made by the President of
the country down to local citizens and workers of coal mining areas. The
President of the country, Aleksandar Vučić, has been vocal in this
argument in international climate negotiations; in meetings with coal
workers and mining companies using emotive language to emphasize the
downsides of coal phase-out. Further arguments emphasising the downsides of a coal phase-out have been put forward on the national level by
officials from the Ministry of Mining and Energy. On that note, the
claims are articulated in such a way that they elucidate job security issues, suggesting that coal miners, as well as other miners, have been in
that sector for generations. Thus, it is often insinuated that the miners
lack professional skills that could be used in sectors other than mining,
making the energy transition more problematic due to the question of
what to do in terms of jobs with those who are currently employed in the
mining sector. This turns the arguments into social justice claims.
In a push for non-transformative solutions, a set of claims relate to
technology optimisation and green growth. Whilst on the one hand there
are claims that coal cannot be phased out in the short term; a second set
of arguments suggests that with the right technology coal can have a
lifespan that would continue even after 2050. Such arguments are
frequently given by government officials. Nonetheless, the arguments
suggesting the right technology remain undeveloped in practice and
vague in discourse. The inherent justice claim here is that a costly and
burdensome phase-out is unnecessary and it would, thus, be unjust to
impose these costs on the nation in general and communities involved in
coal in particular.
Additionally, in practice, a new thermal power plant is close to being
finished by the end of 2023, which also indicates little dedication to an
energy transition and coal phase-out. Different actors adjust their narratives, according to the situation they find themselves in. For example,
when speaking to mining workers, job security is promised, and coal is
still presented as the most important energy source needed for the
country’s development and energy security. In dialogues with EU officials, the Serbian government tends to present itself as an actor dedicated to decarbonisation, ready to work on investments in the energy
sector to increase renewables to meet EU requirements as well as on
building strategies to ensure a just energy transition. Yet, our research
has shown that Serbia’s policy landscape lacks acknowledgement of
energy transition as an element that has and will have a major impact on
the economy and labour market of the country.
To summarise, in Serbia we see that the coal phase-out is mainly
hindered by claims that change will be disruptive as it has too many
5.3. Mexico
Within our sample, Mexico is positioned as a middle-income country
(and OECD member) whose coal sector is relatively small in terms of its
participation in the national energy matrix. However, coal has been
central to the contemporary history of the country and the economic
profile of Coahuila, a state that holds 95% of the national coal reserves.
For the coal sector, several concerns were raised by communities in
Coahuila -particularly older generations- whose livelihoods depend on
the continuity of mining and processing activities.
At a national scale, pro-coal measures have been particularly justified after the shortcuts in electricity supply derived from the Texas
climate-energy crisis triggered by an unprecedented storm during 2021,
which led to temporary cuts of up to 75% in fossil gas exports from Texas
to Mexico. This event resulted in the reactivation of two coal power
plants in Mexico and a consequent narrative that Mexico must produce
energy independently with coal being part of that strategy. As such,
discourses at national level largely emphasize the downsides of phasing
out coal by appealing to well-being through securing electricity supply for
the nation. These measures have encounter strong criticism from
different actors supporting the need of strong climate policies. However,
official discourses counter such critiques by redirecting responsibilities to
major coal consumers and polluters such as China and the United States
(Mariano, 2022). With such statements, Mexico reinforces the narrative
that the national carbon footprint is relatively small compared to other
economies and therefore there is no justification to jeopardise the
developmental aims of the country.
Discourses mobilised to regional audiences in Coahuila are aligned
with national ones, yet tend to further emphasize the downsides of fuelling
disruptive change. As such, discourses from the president and some national representatives favour the idea that coal should be used
throughout the remaining lifetime of coal power plants and until the
reserves in Coahuila are depleted (estimated 90 years). Following an
anti-neoliberal discourse, the President has stated that Mexico will
recover its public energy facilities without violating any climate law. By
ensuring that publicly produced electricity will be dispatched, the
government will promote the purchase of coal, thus helping coal producers and the continued development of the coal region (Mariano,
2022; Presidencia de la República, 2020).
Similarly, national representatives delivering speeches in the State of
Coahuila, have emphasised that the country should continue the
extraction and usage of coal, otherwise Coahuila’s coal region will
disappear (Zerrega, 2019). The governor of the state has similarly stated
that “people of the State of Coahuila have strongly contributed to the
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analytical framework. Second, make suggestions on how to introduce a
global South perspective into the framework on analytical framework.
Third, we turn to the implications our results have for thinking about
justice in the coal phase-out. Fourth, we revisit the concept of scale and
raise justice implications that are caused by scalar complexity.
downsides, which arguably justifies the lack of incentive in creating a
policy landscape needed for just energy transition in practice.
5.5. South Africa
The majority of claims made against a coal phase out explicitly
emphasized the downsides of change and how it will be disruptive as a
main reason to avoid phasing out coal. This was articulated at different
scales (national, regional and local), by banks, national government, and
mining businesses. The disruptions noted related to energy security;
social justice through job loss; and economic implications at both local
and national levels. Additional claims articulated by some trade unions
motivated against disruptive change that was not transformative, calling
for either radical transformative change that prioritises workers’ rights,
or no change at all, thus, representing a case of policy perfectionism.
These were not fundamentally against a coal phase-out, but in practice
are against it because of the way it is being carried out in South Africa
(privatising and procuring independent rather than state run renewable
energy, etc.).
Yet another group of arguments implied that disruptive change
should not be required of developing countries, thus, reproducing the
redirecting responsibility of the framework. Banking on an anti-imperialist
agenda, the claim stresses the unfair character of global inequalities, thus,
creating a new subcategory for the framework. Interestingly, this claim
was made by the Ministers of Environment and Mineral Resources and
speaks to the justice principle of differentiated responsibility at the international level. The Minister of Environment also mentioned stranded
assets thus showing a focus on economic interests based on the justice
principle of legitimate expectations. These emphasised a continuation as
the “unemotional” choice for South Africa, and framing activists as
“emotional” and spouting “rhetoric”. The Minister of Mineral Resources
at a coal indaba (a coal conference or workshop) went further to suggest
that government pursuit of international finance was motivated by
“greed” for international climate finance rather than the country’s best
interests. Closely following this line of argument were claims that
disruptive change is not necessary because of technical solutions (clean
coal technology, CCS, etc.), thus, pushing technological optimism. This
was also articulated by the Department of Mineral Resources and Energy
and mining businesses as well as the National Union of Mineworkers. A
common thread in the many claims was the lack of alternatives to coal
mining, either that were “rational” enough or that were transformative
enough to justify disruptive change. Here the justice claim rests on the
principle that a disruption with insufficient effects should be avoided as
it would impose undue burdens on miners and their communities.
Most of the arguments in the South African debate related to the
category of emphasize the downsides for society, economy and energy
security. This is not surprising for a middle-income country that is
reliant on cheap electricity to attract foreign direct investment. This
came across in comments from both local and national levels with the
local concerns expressed in relation to closure or expansion of specific
mines. The developmental argument was also extended to the redirect
responsibility category to other, more “developed” countries. Perhaps the
most interesting finding for South Africa was trade unions whose position called for radical transformative change and a just transition.
However, in making this argument for systemic change and demanding
much more radical climate action they suggest that the current stateowned system would be better to maintain than a privatised system
and thus seemingly support the status quo in an all or nothing transition
argument. Counterintuitively, this call for exclusively radical changes to
the coal sector and rejection of incremental change aligns with the policy
perfectionism argument.
6.1. The nature of discourses of climate delay
While we found claims banking on all four main categories of climate
delay, our results show that most claims fall into the category of
emphasise the downsides and push for non-transformative solutions of the
Lamb et al. framework. We want to stress again that we do not aim to
pass judgement on the validity of the justice claims we categorised here.
We did not find any indication for outright climate denialism;
however, the case of India showed a discourse that is coloured by the
change is impossible narrative. This reflects a global trend, which has
made it increasingly difficult to sell straightforward denialism (Cann
and Raymond, 2018). Most of the claims made were from the expected
actors such as the Ministries responsible for energy and mining; and
workers unions but discourses of climate delay were also presented at
the highest levels of government including the Presidents of the countries. An extreme case is the Environmental Ministry in South Africa
which made claims emphasising the downsides of a coal phase-out (instead
of highlighting climate, health or environmental benefits as one would
expect of this portfolio).
There is only one instance where we found actors mentioning
shareholder value explicitly (India). There has been an implicit reference to shareholder value in the German debate where one of the
companies claimed that an early coal phase-out would have “negative
consequences for the company”, however, the interests of investors do
not feature clearly in our data, even though, we found claims related to
stranded assets in the data for South Africa and Mexico. At the same
time, we found ongoing discussions about the (desired) ownership
structure of the coal sector. Like South Africa, an interesting facet of the
discussion in Mexico relates to the problems with privatisation of parts
of the energy system and the need to maintain public sector investment
and involvement in coal. This question has profound implications for
what policies can do “to” the coal sector. And it very much defines who
pays and who benefits from the status quo and/or transitional policies.
Claims referring to procedural justice were not particularly visible.
and the need to uphold the rule of law came up in Germany and India
where appeals to procedural justice and related legitimate expectations
were used to defend the status quo of ongoing coal use (in the case of
Germany until 2038) and thus forming a new subcategory in the
emphasize the downsides category (Fig. 2). In Germany, the legally
binding character of the compromise on the phase-out of coal was
invoked in post-decision time to counter demands for an earlier end to
coal. Ironically, this argument was presented by one of the coal companies (LEAG) who previously had attacked the legitimacy of the coal
commission that negotiated the compromise. In the case of India, the
government invoked the importance of upholding the rule of law to
justify that already issued permits for coal producers could not be
withdrawn again. In both cases, violating existing laws is portrayed as an
unreasonable transitional cost. Based on the two cases we suggest adding a new subcategory by the name of rule of law to the framework’s
emphasize the downsides category.
6.2. Adding a global south perspective
While the Lamb et.al. framework was mainly developed for a global
North context, we found it useful for the analysis of cases from the global
South, even if the context requires adjustment to make the framework
more encompassing. Based on our analysis we suggest two new subcategories to the framework.
First, in the context of Mexico and South Africa, we found a number
of claims related to the redirect responsibility category. Different actors
6. Discussion
In the following we discuss our results in four ways. First, we focus on
the nature of the discourses of climate delay we found and reflect on the
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Fig. 2. Our suggested addition to the framework developed by Lamb et al. (2020). New sub-category “The rule of law” in brown added to “Emphasize the
downsides” category.
direct responsibility to mitigate climate change towards countries with
higher emissions and greater financial means. By pointing at low domestic (per-head) emissions, actors in these countries derive a right to
emit more from existing global inequalities (see Fig. 3).
Second, the South African case produced a second distinct argument
from a global South context. The argument rests on the explicit reference
to historical carbon debt and the common but differentiated responsibility to first demands action from rich nations who have
Fig. 3. Our suggested addition to the framework developed by Lamb et al. (2020). New sub-categories “Global Inequality” and “Climate debt” in green added to
“Redirect responsibility” category.
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contributed much more to climate change in the past. Therefore, we
suggest adding a new subcategory by the name of invoking global carbon
debt to the redirect responsibility part of the framework (see Fig. 3).
Both new subcategories are embedded in discourses that problematise global inequalities and they appeal to notions of global climate
justice and anticolonial critiques. As mentioned before, we do not aim
here to pass judgement on these claims. However, the two new subcategories stress the need to investigate justice claims against a coal
phase-out in their respective context. By that we mean that these claims
to not exist in a social vacuum. Instead, researchers, activists and politicians alike must consider entanglements in historical injustices when
engaging with justice claims against decarbonisation policies (Fig. 3).
through the Just Transition concept that trade-offs must be made. Put
simply, Just Transition strives to alleviate social burdens that occur
when environmentally damaging industries have to close. It mainly focuses on the most vulnerable actors in this context, namely, workers and
their communities (Harrahill and Douglas, 2019; Newell and Mulvaney,
2013). Our findings indicate that the discourses of climate delay narrow
the opportunity for a constructive and serious engagement with the
possibilities of a Just Transition. Instead, they allow for the status quo to
be maintained through arguments that a just transition to a low-carbon
energy system is too costly, not necessary, not possible or an issue for
someone else to deal with.
To achieve a Just Transition, policymakers must do two things:
First, it is essential that justice claims are critically interrogated. Part
of this interrogation is to carefully scrutinise who makes claims and in
whose name. For example, if mining companies claim to speak in the
name of their workers, it is worth investigating if these companies have
indeed acted in the best interest of their employees in the past. If
shareholders, who made a fortune in the past, frame coal as an indispensable tool to deliver energy services, one should see if these needs
cannot be met in other, less climate-damaging ways. This investigation
can help to differentiate between genuine justice concerns that e.g.,
strive for global climate justice and pretextual claims made to protect
particular interests of profiteers of discourses of climate delay.
Second, if we only focus on these – loudly articulated - downsides of a
coal phase-out and uncritically accept them, we risk overlooking the
upsides such a phase-out brings about. Apart from contributing to
climate change, the status quo of ongoing coal extraction and combustion produces a number of negative impacts for people and the environment, ranging from the destruction of landscapes and settlements by
open pit mines to air pollution causing roughly 34.000 premature deaths
per year in Europe alone (Kushta et al., 2021). In face of these numbers,
it becomes essential that a Just Transition process not only considers the
potential justice violations a transition implies but that it also looks at
those justice violations that the status quo enables, justifies and normalises. Put differently, a society will not achieve a Just Transition
without holding those accountable who benefitted in the past without
bearing a burden (e.g. incumbents in the energy market, shareholders).
However, those opposing a (earlier) phase-out of coal benefit from a
political status quo bias (Zhao and Luo, 2021) in the form of different
discursive and ideological lock-ins (Buschmann and Oels, 2019;
Kraushaar-Friesen and Busch, 2020). These lock-ins limit the range of
what is politically imaginable or desirable. This is problematic in the
context of the different cases we presented here, as all countries are
nominally democracies where long-term societal change such as a Just
Transition project ideally is ultimately dependant on public acceptance.
Our results show that the majority of justice claims are in the category of
emphasize the downsides. They refer explicitly to questions of distributional justice, which opens the door for overcoming resistance to a coal
phase-out by policies of redistribution. This underlines the importance
of a combination of a) policy packages that alleviate the burden on the
most vulnerable who are affected negatively by the transition and b) the
skilful crafting of a political narrative that can refute some of the justice
claims that will inevitably be made by actors such as incumbents, by e.
g., pointing at the societal benefits and justice gains that stem from
eliminating coal from the energy system.
6.3. Implications for just transitions
We need to contextualise our findings to work out their importance
for policymakers. First, it is worth noting that we did not find any
indication for outright climate change denialism. This is a positive sign
as it shows that debates between powerful key actors in the investigated
countries avoid such lows. It also suggests that science illiteracy is not a
serious hurdle on the road to a Just Transition.
Nevertheless, coal is a contested source of energy with a variety of
interests attached. The data shows how these interests are framed as
justice claims in the public debate. This leads to a situation where decisions on the status of coal are necessarily political. Our data shows that
most of the claims made are about material wants and needs based on
our current understanding of society. Invoking such wants and needs is
an attempt to create legitimacy, and, in extension, public acceptance for
coal energy. However, even when something is justified when placed in
a specific context, it can be unjustified from a different point of view
(Brandstedt et al., 2022). As an example, employment is certainly an
important and legitimate claim in a national context but if the
employment of a small number of coal workers is dependant on vast
emissions, it might be illegitimate in a global (climate justice) context.
When analysing our data through different dimensions of justice, we
found that most claims appeal to distributional justice. We found a very
strong focus on workers and communities who will be worst affected by
the coal phase-out. This suggests a social justice angle in the arguments.
Whether this is followed through in reality is hard to say. It, however,
shows that these justice claims can, in theory, be addressed by ambitious
social policies that centre on the needs of workers in the coal sector and
their communities.
Against our expectations, our empirical material did not produce
many claims regarding the loss of identity that a coal phase-out would
entail for miners. E.g., this claim was part of the wider discourse in
Germany (Buchholz, 2021), however, it seems that it was mostly identified as a problem by left-leaning actors such as foundations and think
tanks (e.g. the Green party or the Rosa-Luxemburg foundation). Previous research also showed that this has been a topic discussed amongst
miners themselves. To a lesser extent, actors link coal to the identity of
coal producing regions as is the case of the Mexican State of Cohauila.
This discrepancy between the claims raised by workers and the actors we
analysed for this research hints that workers’ interests are not necessarily a central consideration of opponents of a coal phase-out in the
different countries. Policy makers should engage with the “soft” aspects
of the Just Transition concept to address this oversight and gain
acceptance for the transition amongst miners and their communities.
There is, thus, a need for moral choices to be made in the face of a
warming planet. Greater attention should be paid to consequences of
political decisions along different scales, in particular the transitional
grievances that climate and energy policies may give raise to. The difficulty for society in general and policy makers in particular is now to
decide which justice claims to prioritise. Here we turn to the concept of
Just Transition and what it might offer to justice claims in the coal
phase-out. There has never been a suggestion that a move away from
coal is free of its downsides. Instead, there is an acknowledgement
6.4. Revisiting scale
We found that many proponents of continued use of coal appeal to
different scales. From a scalar point of view, the emphasize the downsides
narrative was framed in terms of local, regional and national injustices,
often referring back to energy security and developmental needs.
Oftentimes, local or even individual energy needs are tied back to an
agenda of energy security, thus, discursively jumping scale and
embedding the citizen into a wider national context. Only once was this
argument extended beyond national borders when a German coal
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The Extractive Industries and Society 15 (2023) 101275
company mentioned “damage to the European energy system” as a
negative side effect of a “premature” coal phase-out. The global scale
was invoked in the context of a climate justice argument. Actors in India
and South Africa used global climate injustices as a means to redirect
responsibility towards more developed countries who have a) higher
historical carbon debts and b) more financial means to implement
climate friendly energy solutions. This approach shows how the principle of common but differentiated responsibilities (Stone, 2004) is
invoked to perpetuate carbon intense energy systems.
This flexible use of scale can become a problem for Just Transition
policy packages as they usually take a specific scale as their point of
reference. For example, in the case of Germany, Just Transition policies
(financial compensation) were mainly directed at involved companies
and the Federal States where coal mining takes place. While these
payments can potentially pacify local and regional opposition to a coal
phase-out, they are not designed to address e.g. justice claims related to
the negative impacts on the European energy system. Consequently,
policy makers need to consider scale when designing and/or justifying
their Just Transition policy packages.
generously funded the research group on Energy Justice and provided
the funds for Sofia Avila’s and Brototi Roy’s research stays in Lund.
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7. Conclusion
In this paper, we have investigated the ways different actors in five
countries make justice claims against a coal phase-out. We found that
claims are invoked that relate to different scales from local via regional
and the nation up to the transnational scale (Europe). Our analysis drew
on the discourses of climate delay framework by Lamb et al. (2020). The
framework served the purpose of this research well in that it helped to
categorise different claims. Based on our findings we suggest expanding
the framework by three new subcategories, namely, the rule of law as
part of the emphasize the downsides category and the global inequality and
the climate debt as part of the redirect responsibility category.
Overall, the disruptive impact of the phase-out was the most significant concern expressed in different justice claims. The justice claims
often centred around social justice, such as loss of jobs, energy access
and accessibility as well as economic benefits more generally. This
reasoning does also not take into consideration the devastating socioecological impacts if we do not meet the goals of the Paris agreement.
Whilst all the claims had a material basis, it is difficult to assess in the
scope of this paper whether the rhetoric was for political reasons or real
social justice concerns. Given the track record of some of the countries
with social and environmental injustices and human rights violations,
we can only speculate that it is for the former reason.
Regardless of the motivations against a coal-phase out, the paper
shows that the justice claims stressing negative consequences at national
and local levels seem to be pitted against the positive consequence of
decarbonisation along scales. In order to navigate a just transition, there
is therefore a need to go deeper into justice claims and their discursive
justification and the question who makes trade-offs between them.
Declaration of Competing Interest
We report no conflict of interest.
Acknowledgments
We would like to thank the editor and the reviewer for the remarkably constructive and pleasant review process. We thank the participants of the Nord Environmental Science Conference 2022 for their
valuable comments on this research. We thank the BIBSAM for having
negotiated open access publishing free of cost for all Swedish university
researchers. We thank Lina Lefstad for critically reviewing an early draft
of the manuscript. We thank the Swedish Energy Agency for funding
part of this research, provided by the “Navigating Justice Claims: Between Riots, Strikes and Business as Usual” project. Finally, a heartfelt
“Thank You!” goes to the Pufendorf Institute for Advanced Studies who
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