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新数据显示,继过去几年的低迷之后,2023年中国对非洲可再生能源项目的投资出现反弹。

中国和非洲之间的气候合作是中非合作论坛的一个重点议题。论坛每三年举行一次。本次峰会于9月6日闭幕,有数十位领导人齐聚北京。

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上届中非合作论坛于2021年举行,论坛发表了一项具有里程碑意义的宣言,将气候合作“定位为”未来合作的“重要支柱”。同年,中国政府宣布停止为煤电项目提供资金。

随之而来的是对能源项目的政策性银行贷款出现暂停,这引发了人们对中国在非洲能源贷款前景的担忧。然而,波士顿大学全球发展政策中心(Boston University Global Development Policy Center)的最新数据显示,随着银行调整战略,以遵循投资低碳能源和“小而美”项目的要求,这种暂停只是一种重置。

本文分析了这一转变,并探讨了中国为非洲未来可再生能源建设提供融资所面临的挑战。

“既有”利益

中国一直是非洲的能源项目,尤其是化石燃料项目的重要融资方。非洲约75%的电力来自化石燃料,尽管其能源相关的碳排放量占全球总排放量的不到3%,电气化率也是所有有人居住的大洲中最低的。

过去,中国的大部分融资都是由中国两家政策性银行——中国进出口银行和国家开发银行——支持推动的,而且主要针对燃煤电厂。

这两家银行在非洲各地发放了1820亿美元的贷款,主要投向了能源行业。波士顿大学全球发展政策中心的数据显示,从2000年到2023年,政策性银行贷款总额的15%流向了化石燃料行业,12%流向了水电站。

相比之下,发放给太阳能、风能或地热项目的贷款按价值计算不到1%。

这在很大程度上是由于中国官方出资者与国企之间既有联系。根据中南项目(China Global South Project)的数据,从历史上看,大多数中国国企都专注于煤炭和水电等传统电力领域。

英国开放大学(Open University)国际发展教育讲师弗兰顿·奇耶穆拉(Frangton Chiyemura)博士告诉Carbon Brief,中国在2000和2010年代的国际发展活动反映了当时中国自身的“内部发展轨迹”,因为中国也发展了以煤炭为主导的电力系统,而水电是最大的低碳能源。

他表示,在这个“走出去”的时期,非洲的大多数能源项目开发商——主要是中国国企——都专长于水电和煤炭,这导致更多此类项目获得融资并得以建设。

他补充说,这些国企“在保险、融资和与非洲各国政府接触方面都有国家支持……(而且)没有做太多试图建立市场的基础工作”。

“小而美”

2023年,中国进出口银行和国家开发银行承诺向三个能源项目注资5.02亿美元,包括布基纳法索的一个太阳能发电厂和马达加斯加的一个水电站,结束了2021年和2022年能源贷款的“中断”,如下图所示。

未标题

中国政策性银行在非洲的能源贷款暂停了两年,部分原因可能是新冠大流行期间的经济压力。

不过,波士顿大学全球发展政策中心认为,在中国国家主席于2021年承诺停止资助煤电,转而建设“小而美”的项目后,这些银行似乎也暂停了活动,以对其投资战略作出“必要的调整”。

2021年中非合作论坛气候变化宣言也确认,中国将进一步增加对非洲可再生能源和其他低碳项目的投资,“不会在国外建立新的燃煤发电项目”。

奇耶穆拉告诉Carbon Brief,这两年间的贷款减少并非中国政策性银行的“独有”现象。他补充称,在疫情期间,西方国家向非洲提供的贷款也有所下降。

他还同意,中国贷款机构将重点从“数量”转向“质量”,更多地考虑与新项目相关的投资风险和社会影响,这加速了投资的转变。

在此期间,中国的其他利益相关者——从中国电建集团和三峡集团等国企到晶澳科技等私企——都同意为可再生能源项目提供资金或参与项目建设。

根据睿纳新国际咨询公司(Development Reimagined)整理的独立数据(如下图所示),自2021年中非论坛以来,已有138个新的气候相关项目达成协议,而且在过去18个月里,这一数字还在加速增长。

未标题

数据库中记录的项目包括超过20吉瓦(GW)的太阳能项目、9吉瓦的水电项目以及1吉瓦的风电项目,如下图所示。

这些项目的资金来源广泛,包括中国和非中国企业、非洲和其他非中国金融机构,以及多边开发银行。

该咨询公司的项目经理兼中国气候融资政策负责人付亦可(Fu Yike;音译)对Carbon Brief说,在中国国家主席习近平2021年作出承诺后,中国国企已表示有兴趣“探索在非洲开展项目的新方式”,包括参与太阳能项目。

在数据库中列出的55个太阳能和风能项目中,国有企业分别参与了46个和5个。

根据睿纳新的分析,到2030年,中国在非洲的清洁能源项目装机可达224吉瓦,这意味着中国参与非洲的能源转型对于非洲实现2030年300吉瓦的目标至关重要。

付亦可补充说,特别是太阳能发电装机预计将成为中国未来在非洲能源部署的一大特色。

陡峭的“学习曲线”

总部设在伦敦的智库海外发展研究所(ODI)认为,中国“一带一路”倡议所建立的机制可以协助在非洲部署平价低碳技术,如同其促进了铁路和港口等中国国内基建产能向非洲“溢出”一样。

然而,奇耶穆拉告诉Carbon Brief,许多习惯于开发煤炭和水电的国企在转向可再生能源方面面临着巨大挑战。

此前,这些国企通过由政策性银行贷款资助的EPC总承包合同(即设计、采购和建造合同)来开发能源基础设施,这种合同只要求它们建设基础设施,而不负责运营和维护。

现在,非洲的决策者越来越多地推动采用股权融资模式,鼓励中国企业投资可再生能源项目并持有股份。

然而,奇耶穆拉表示,这种模式涉及到国企不太习惯的业务流程。

例如,埃塞俄比亚正在通过股权融资开发一座风力发电厂,从而减轻该国的债务压力。奇耶穆拉说,这意味着中国企业将不得不参与公开招标系统,而不是他们所习惯的闭门谈判。

“我记得一位(公司代表)说:‘为什么我要为一个(价值)可能只有8000万至9000万美元的项目浪费金钱和时间呢?’……企业认为,把时间花在(编写)招标文件上没有任何价值……但这表明它们在理解监管要求方面缺乏经验,而非洲的市场监管正在迅速变化。”

此外,付亦可认为,一些公司还对非洲的投资风险表示担忧。

大多数非洲国家在世界银行的“营商便利度”排名中靠后,这意味着监管环境不利于在当地创办和运营公司。

付亦可补充说,中国民营企业更愿意与国企合作,这可以将它们的参与与中国政府的利益更紧密地联系起来,从而限制它们的风险敞口。

奇耶穆拉与他人共同撰写的一篇论文也提到了这一点:“最近的趋势是在这些私营企业和国有企业之间建立一个联合体……很明显,在现有的政策群体中,新的联盟或利益集团正在形成,它们更加致力于促进风能和太阳能活动。”

奇耶穆拉称,部分原因是非洲在能源法规方面“快速变化”的环境。

非洲经济研究联合会(African Economic Research Consortium)合作研究经理戴安娜·恩吉·穆查伊(Dianah Ngui Muchai)认为,促进非洲投资的关键是针对可再生能源项目的“灵活和创新的(金融)工具”,以及“明确和现实”的政策目标。

奇耶穆拉告诉Carbon Brief,南非和埃塞俄比亚一直在尝试通过开发股权融资风电项目来实现这一目标。

“这是一条学习曲线,但我们相信也许在未来五到十年内……我们很可能会看到一些中国公司通过股权融资来开发这些项目。”他说。

中非论坛强调转向投资

这些主题在今年中非论坛的成果中得到了呼应。在主旨演讲中,习主席承诺向非洲提供价值3600亿元人民币(510亿美元)的资金支持。其中,2100亿元人民币(300亿美元)将通过信贷资金额度支付,700亿元人民币(100亿美元)将通过投资支付。

其中部分资金将用于资助一系列“清洁能源”项目,而“绿色发展”在会后的官方宣传中占据了重要位置。习主席在主旨演讲中指出,中方愿在非洲实施30个具体的清洁能源项目。

会后发表的宣言指出:“中方支持非洲国家更好利用光伏、水电、风能等可再生能源,进一步扩大在节能技术、高新技术产业、绿色低碳产业等低排放项目的对非投资规模。”

此外,与宣言同时发布的还有一份涵盖2025至2027年中非合作的行动计划,其中列出了指导未来三年中非合作的十大“伙伴行动”,包括“贸易繁荣”、“产业链合作”和“绿色发展”。

2.2.9 The partnership initiative for green development. China will support Africa in enhancing climate adaptation capacity, provide new energy technologies and products, implement 30 clean energy and green development projects, and set up a Special Fund for China-Africa Green Industrial Chain. China will strengthen capacity-building and joint research in such areas as disaster prevention, mitigation and relief, bio-diversity protection, environmental improvement, and desertification treatment, and work with Africa to construct a meteorological early-warning service platform. China will set up the China-Africa Forum on Peaceful Use of Nuclear Technology, build joint laboratories together with African countries and the Africa Center of China-Africa Cooperation Center on Satellite Remote Sensing Application, carry out marine space planning, and support African countries’ participation in the international lunar research station project and China’s lunar and Martian exploration.
An excerpt from the Forum on China-Africa Cooperation Beijing Action Plan (2025-2027). Source: Ministry of Foreign Affairs

双方还将进行更广泛的能源合作,中方“将鼓励对非洲包括太阳能、风能、绿氢、水力发电、地热等可再生能源项目投资”。

习主席还告诉中非论坛代表,中国将“鼓励中非企业‘双向奔赴’投资创业……把产业附加值留在非洲,为非洲创造不少于100万个就业岗位。”

南非总统西里尔·拉马福萨(Cyril Ramaphosa)在新闻发布会上说,他“对习主席今天宣布的资金数额持非常积极的态度”,并补充说“这将是非洲大陆的一大福音”。

中南项目的分析则不那么乐观,认为报道标题上的数字“极具误导性”。

分析称,300亿美元的信贷额度“很可能………将更多地惠及中国企业,而非非洲利益相关者”,而100亿美元的投资数字“不应被视为政府财政承诺的一部分……因为(这笔资金)将由中国民营企业,尤其是采矿业企业提供”。

中南项目联合创始人埃里克·奥兰德(Eric Olander)告诉彭博社,这笔信贷可能会被用于“资助从中国购买大量太阳能电池板、电池和电动汽车”,以供非洲使用。

但非中政策咨询中心(Africa-China Centre for Policy and Advisory)高级研究员艾萨克·安克拉(Isaac Ankrah)博士告诉Carbon Brief,习主席对在整个非洲发展“绿色增长引擎”的关注凸显了中国“转向更具结构化的气候适应项目融资模式,重点关注技术转让、产能建设和可持续基础设施”。

他补充说,“这些承诺可能导致资金流的重新调整,使其更加符合非洲能源转型的具体需求”。

中非论坛对投资的关注是否会导致其切实远离贷款驱动型项目还有待观察,但一些非洲决策者将推动这种转变发生视为首要任务。

正如安哥拉财长维拉·戴维斯·德索萨(Vera Daves De Sousa)在接受路透社采访时所说:“我们需要打破常规思维: “我们需要跳出思维定式,因为‘你给我钱,我给你抵押品’的简单解决方案已经过时了。”

The post 深度报道:中国对非洲可再生能源的投资在沉寂两年之后反弹 appeared first on Carbon Brief.

深度报道:中国对非洲可再生能源的投资在沉寂两年之后反弹

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Interview: COP31 president says electrification is ‘surest way to protect citizens’

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Last month, COP31 president-designate Murat Kurum launched a target for 35% of the world’s final energy to come from electricity by 2035.

In an interview with Carbon Brief, Kurum says that the target was not a political choice, but instead reflects the latest evidence on “what is needed to keep 1.5C within reach”.

The ongoing Hormuz crisis means there is an “urgent” need for renewables and electrification, which are the “surest and cleanest way to protect citizens” from high energy prices.

Kurum says that the Brazilian and Ethiopian presidencies of COP30 and COP32, as well as the EU, UK and Canada, have welcomed the target.

He adds that “all have confirmed it will be central to discussions at COP31”.

In the interview, Kurum – who is also Turkey’s minister of environment, urbanisation and climate change – tells Carbon Brief where the target came from and what he expects to happen next.

Carbon Brief: You recently launched a target for 35% of the world’s final energy to come from electricity by 2035. Where did this idea come from?

Murat Kurum: The “35 by 35” target is grounded in technical data and based on the IEA [International Energy Agency] and IRENA [International Renewable Energy Agency] analysis of what is needed to keep [the 1.5C Paris Agreement target] within reach. The level was not chosen politically. Rather, it reflects what the science and the energy modelling tell us is required.

CB: Why do you think an electrification target is important right now?

MK: The case for the target is urgent right now. The latest war in the Gulf has made energy diversification – and, in particular, renewable energy transition and electrification – a top global priority, because it is the surest and cleanest way to protect citizens around the world from high and volatile energy prices.

At a time of real fragmentation in international relations, a single, shared target is needed to focus global efforts by aligning governments, businesses and investors behind a common benchmark and to send a clear market signal.

CB: Which countries are supporting this target so far?

MK: The reaction so far has been extremely positive and, while we presented our target at the UN June climate meetings in Bonn, our earlier conversations with parties at both the Petersberg and Copenhagen climate dialogues paved the way for this launch.

For example, the EU, UK, and Canada have welcomed the target, as have the Brazilian COP30 and Ethiopian COP32 presidencies. All have confirmed it will be central to discussions at COP31.

This support has been reflected in the business community as well, with polling by the We Mean Business Coalition showing that 90% of businesses expect to have largely electrified their operations by 2035 and that 88% expect electrification will make their business more competitive.

CB: How do you hope and expect to see this taken forward at the COP? Could it be in the formal COP outcomes, or part of the second global stocktake?

MK: We are now taking electrification forward as an “action agenda” initiative to bring actors together and drive progress. The action agenda and the [formal COP] negotiations are separate, but complementary, with different processes and thresholds, and it is too early to say what all countries might be able to agree in the negotiations. That is for parties to determine as the year progresses.

We are focused and determined to use COP31 as a moment to spark a global conversation about electrification.

CB: What are the key priorities for reaching the target?

MK: The critical sectors for reaching the target are buildings, transport and industry, which together account for around 45% of global emissions. Financial support for the developing world and investment in grids and infrastructure is also crucial.

The target also builds on COP28’s target to triple renewable energy capacity and seeks to take advantage of the tumbling cost of renewable power and other technologies critical to the energy transition. This is a journey that Turkey itself is taking ambitious steps on, including our plan to reach 120GW [gigawatts] of renewable capacity by 2035.

This interview was first published in the 10 July 2026 edition of Carbon Brief’s DeBriefed weekly newsletter. Sign up for free.

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Climate Change

DeBriefed 10 July 2026: Deadly Europe heat | EU electrification leak | COP31 president interview

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Welcome to Carbon Brief’s DeBriefed. 
An essential guide to the week’s key developments relating to climate change.

This week

‘Catastrophic’ climate impacts

RECORD HEAT: Western Europe experienced its hottest June on record – some 3C above average – according to analysis covered by the Guardian. It said the finding came “as the UK enters its third heatwave of the year and wildfires ravage France and Spain”. Le Monde said 10,000 people had been evacuated due to wildfires in southern France.

‘EXCESS DEATHS’: The June heatwave killed more than 2,700 people in France, according to a guest post analysis for Carbon Brief. Similar analysis for Germany said there had been more than 5,000 “excess deaths”, reported Bloomberg. Meanwhile, an ongoing heatwave in the US has killed at least 30 people, said USA Today.

STORM TEST: Floods have killed 39 people in Guangxi province in southern China, said state-run newspaper China Daily. Scientists warned that climate change and the weather phenomenon El Niño are exposing China to “catastrophic storms” that will test its resilience in 2026, reported Reuters. The nation’s latest official climate report found that “extreme weather and climate events…have become more frequent and severe”, said China National Radio.

Around the world

  • EU ELECTRIFICATION: The European Commission is set to unveil a 2040 target for EU electrification on 17 July, reported Bloomberg. Citing a leaked draft, it said the plan would aim to cut oil use in half and gas use by two-thirds.
  • PEAKING PLAN: China has published an “action plan” for peaking emissions during the 15th five-year plan period to 2030, reported Xinhua. It lists targets including “new energy vehicles” making up 30% of cars on the road by 2030, said Reuters.
  • CLIMATE ‘FLAT EARTHER’: The Trump administration has appointed Matthew Wielicki, described by Politico as a “climate critic”, to lead the office in charge of the US national climate assessment. Common Dreams quoted a scientist describing the move as “like putting a flat-earther in charge of NASA”.
  • UGANDAN SUIT: A group of farmers from Uganda have launched a legal suit in London against the East African oil pipeline, according to Climate Home News.

23%

The share of Irish electricity used by data centres in 2025, reported the Irish Times.

2%

The share of global electricity used by data centres in the same year, according to Carbon Brief analysis of the Energy Institute statistical review.


Latest climate research

  • Meltwater from the western Himalayan glaciers will peak at around 2C of warming, before declining at higher warming levels | Environmental Research Letters
  • Current coral restoration efforts may be unsuitable for temperate reefs, including those in the Mediterranean | Nature Ecology & Evolution
  • People tend to underestimate the level of “broad public support” for climate action | Nature Climate Change

(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)

Captured

Average number of days per year with a daily maximum temperature of at least 30C in a selection of major European cities, for each decade since the 1950s

Carbon Brief explained – via eight facts – why air conditioning rates in some parts of Europe are relatively low, as the technology emerges as a new front in the global “culture war” over climate action. Analysis for the article illustrated that, in many parts of the world’s fastest-warming continent, air conditioning simply was not needed in the past.

Spotlight

COP31 president speaks to Carbon Brief on electrification

This week, Carbon Brief interviews Murat Kurum, president-designate of the COP31 UN climate talks in November and Turkey’s minister of environment, urbanisation and climate change, on his target to boost global electrification.

Carbon Brief: You recently launched a target for 35% of the world’s final energy to come from electricity by 2035. Where did this idea come from?

Murat Kurum: The “35 by 35” target is grounded in technical data and based on the IEA [International Energy Agency] and IRENA [International Renewable Energy Agency] analysis of what is needed to keep [the 1.5C Paris Agreement target] within reach. The level was not chosen politically. Rather, it reflects what the science and the energy modelling tell us is required.

CB: Why do you think an electrification target is important right now?

MK: The case for the target is urgent right now. The latest war in the Gulf has made energy diversification – and, in particular, renewable energy transition and electrification – a top global priority, because it is the surest and cleanest way to protect citizens around the world from high and volatile energy prices.

At a time of real fragmentation in international relations, a single, shared target is needed to focus global efforts by aligning governments, businesses and investors behind a common benchmark and to send a clear market signal.

COP31 president-designate Murat Kurum. Credit: Supplied by COP31 secretariat
COP31 president-designate Murat Kurum. Credit: Supplied by COP31 secretariat

CB: Which countries are supporting this target so far?

MK: The reaction so far has been extremely positive and, while we presented our target at the UN June climate meetings in Bonn, our earlier conversations with parties at both the Petersberg and Copenhagen climate dialogues paved the way for this launch.

For example, the EU, UK, and Canada have welcomed the target, as have the Brazilian COP30 and Ethiopian COP32 presidencies. All have confirmed it will be central to discussions at COP31.

This support has been reflected in the business community as well, with polling by the We Mean Business Coalition showing that 90% of businesses expect to have largely electrified their operations by 2035 and that 88% expect electrification will make their business more competitive.

CB: How do you hope and expect to see this taken forward at the COP? Could it be in the formal COP outcomes, or part of the second global stocktake?

MK: We are now taking electrification forward as an “action agenda” initiative to bring actors together and drive progress. The action agenda and the [formal COP] negotiations are separate, but complementary, with different processes and thresholds, and it is too early to say what all countries might be able to agree in the negotiations. That is for parties to determine as the year progresses.

We are focused and determined to use COP31 as a moment to spark a global conversation about electrification.

CB: What are the key priorities for reaching the target?

MK: The critical sectors for reaching the target are buildings, transport and industry, which together account for around 45% of global emissions. Financial support for the developing world and investment in grids and infrastructure is also crucial.

The target also builds on COP28’s target to triple renewable energy capacity and seeks to take advantage of the tumbling cost of renewable power and other technologies critical to the energy transition. This is a journey that Turkey itself is taking ambitious steps on, including our plan to reach 120GW [gigawatts] of renewable capacity by 2035.

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HEATED: A Financial Times long read asked if Europe – the world’s fastest-warming continent – is “prepared for a world of extreme heat”.

LITIGATED: The Outrage and Optimism podcast spoke to Prof Joana Setzer and Catherine Higham about the latest trends in climate litigation.

‘SHATTERED’: Confidence in fossil-fuel exports via the strait of Hormuz has been “shattered”, wrote IEA chief Fatih Birol for Foreign Policy.

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The post DeBriefed 10 July 2026: Deadly Europe heat | EU electrification leak | COP31 president interview appeared first on Carbon Brief.

DeBriefed 10 July 2026: Deadly Europe heat | EU electrification leak | COP31 president interview

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Eight facts about air conditioning amid an overheated global debate

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As successive heatwaves hit Europe, air-conditioning (AC) has emerged as a new front in the international “culture war” over climate action.

France, Germany and the UK have experienced record-breaking heat and thousands of heat-related deaths this summer, with June temperatures in many regions passing 40C.

This has drawn attention to the relatively low rates of AC use in these countries – and in Europe as a whole – especially when compared to its widespread adoption in the US.

Legacy newspapers, bloggers and even Elon Musk have all weighed in on “European hostility” to AC, criticising Europe’s “cultural conservatism” and “overbearing governments”.

Right-wing politicians, including National Rally in France and the UK Conservatives, have styled themselves as champions of AC, while opposing efforts to tackle climate change.

Missing from most of these interventions is the fact that human-caused climate change has made once-rare heat far more common, in what is the world’s fastest warming continent.

Carbon Brief analysis for this article shows that, until the 2020s, it was rare for many European cities to see days above 30C, making AC an unnecessary expense.

Here, Carbon Brief explains – via eight facts – why AC rates in some parts of Europe are relatively low, as well as clarifies and contextualises some of the misleading claims circulating about the technology.

Much of Europe has not needed AC in the past

AC installation rates in northern parts of Europe are very low. The best available estimates suggest that 6% of households in Germany and just 4% in England use AC.

However, these rates are largely explained by the historical climates in these nations.

Unlike the US, much of the housing stock and infrastructure in Europe was built at a time when AC did not exist and was not necessary.

Moreover, nations such as France, Germany and the UK have only started to regularly experience extreme heat in recent decades.

The chart below shows the average number of days per year, in each decade since the 1950s, when maximum temperatures have exceeded 30C in major European cities. Capitals such as London and Paris have seen a significant jump since around 2000.

Average number of days per year with a daily maximum temperature of at least 30C in a selection of major European cities, for each decade since the 1950s
Average number of days per year with a daily maximum temperature of at least 30C in a selection of major European cities, for each decade since the 1950s. Source: Copernicus ERA5, Carbon Brief analysis by Dr Zeke Hausfather.

Prof Jan Rosenow, an energy and climate researcher at the University of Oxford, tells Carbon Brief:

“For most of the 20th century, northern Europe simply didn’t need cooling. Homes in Britain and Germany were built to keep heat in, not out, because winters were cold and summers rarely hot.”

Much of the commentary about the relatively low rates of European AC use focuses on cultural or “ideological” factors. (See: Some European nations have ‘resisted’ AC – but its popularity is growing.)

However, Rosenow says people’s views on AC in these countries likely stem from their historically colder climates. He adds:

“Attitudes formed around those facts, not the other way round…There is a cultural element, but it is the product of climate, not of some green ideological project.”

In the past, many in Europe relied on traditional methods to keep buildings cool. Richard Black, head of communications at Climate Analytics, made this point in a post on LinkedIn:

“Once, residents of cities such as Paris could cope with summer heatwaves by opening shutters and windows during the night, and closing them again in the morning to trap the cool air inside…We’ve reached a limit to this sort of adaptation.”

Now, with Europe around 2.5C warmer than pre-industrial levels, climate change is routinely driving record-breaking heatwaves, even in the north of the continent.

This is forcing a reappraisal of societies that were “built for a climate that no longer exists”, as the UK’s Climate Change Committee (CCC) put it in a recent report.

Experts broadly agree that much of Europe will indeed need more AC, particularly in spaces housing the most vulnerable populations, such as care homes, schools and hospitals.

At the same time, they also emphasise broader, “passive” efforts to make cities and homes cooler alongside increased AC use. (See: AC is not the only answer to overheating cities.)

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AC is already widely used in hotter parts of Europe

During periods of extreme heat, articles criticising “European hostility” towards the technology frequently note that “only about 20%” of households in Europe have AC.

Often, this is contrasted with the US, where more than 90% of households have AC installed. (In fact, the US is something of a global outlier, matched only by Japan.)

However, the continent-wide figure for Europe obscures the reality. In southern Europe – where temperatures are and have always been higher – AC is relatively common.

The map below, based on official EU data, shows that southern European nations use far more household energy for “space cooling” than those in the north.

Percentage share of household energy consumption used for “space cooling”, including AC, in EU member states and the Balkans
Percentage share of household energy consumption used for “space cooling”, including AC, in EU member states and the Balkans. Source: Eurostat.

Government figures show that nearly 60% of Italian households have AC. Household-level data in many countries is patchy, but various analyses have placed that figure at 70-80% in Greece and 41% in Spain – with higher penetration in the hotter, southern part of the country.

The same pattern can be seen within France. International coverage has stressed the country’s “cultural resistance to AC”, citing a nationwide figure from 2020 that suggests “only” 25% of French households have AC.

However, polling data from customers of the Hello Watt energy app suggests that there is a distinct north-south divide in French uptake. At least 60% of households in Mediterranean regions of France are equipped with AC, according to these figures.

This can be seen in the map below, with households across northern regions, including Paris, reporting far lower AC installation rates, often below 5%.

Percentage share of households equipped with AC in departments of mainland France
Percentage share of households equipped with AC in departments of mainland France, according to polling data. Source: Hello Watt.

Finally, when making such comparisons to Europe, it is worth noting that high rates of AC use reported for the entire US also obscure significant differences between – and within – US states. This, too, aligns with differences in regional climate.

Hotter states in the US south have near-universal AC access. But in Washington, a north-western state with a climate more comparable to that of western Europe, 66% of people have AC in their homes.

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Some European nations have ‘resisted’ AC – but its popularity is growing

International commentators have written extensively about Europe’s “longstanding resistance to cooling technology”, especially when compared to the US.

Newspaper editorials in the Washington Post and the Wall Street Journal, alongside numerous op-eds and blog posts, have added fuel to this “culture war”. Elon Musk has even promoted an AI-generated message stating that Europeans “should just install AC”.

Often, European attitudes are attributed to “guilt” about AC’s energy demand, “cultural conservatism” or “overbearing governments”. One commentator ascribed divergent attitudes in Europe and the US to “different ideas about physical suffering and sacrifice”.

Meanwhile, right-leaning commentators and climate-sceptic groups have blamed “climate policies, which view AC as an unnecessary luxury”.

In general, these critiques often fail to consider the most obvious explanation, which is that AC adoption is low in northern Europe because the historical climate made AC unnecessary.

Critical articles have instead drawn attention to restrictions on AC use in some European countries, as well as the lack of support for AC in official heatwave guidance.

For France, in particular, polling has indeed highlighted widespread disapproval of AC, both on environmental grounds and due to alleged health impacts. Such messages have also been voiced regularly in French media and by left-leaning and green politicians.

However, across Europe there are plenty of signs that such attitudes are shifting, following successive spells of extreme heat.

Amid the June heatwave, there were reports from Germany, France and the UK of “skyrocketing” AC sales. This surge was even acknowledged by the foreign ministry in China, due to the nation’s role in supplying many of these products.

The shift is taking place in politics as well. Marine Tondelier, leader of the French Green party – which has traditionally opposed AC – recently stated that “there are places where we just can’t do without AC anymore”.

Overall, AC has been on the rise across Europe, with France, Spain and the Netherlands all using more than twice as much energy for AC and other “space cooling” technologies in 2024 as they did in 2015.

AC production in Germany has also risen by at least 75% in recent years and a growing share of German homes are being built with it installed.

Notably, there is little evidence that “climate policies” are blocking Europeans from installing AC. Polling in Germany shows that, while people are concerned about environmental impacts, the high costs of installing and running it are perceived as greater barriers.

Finally, there is an important distinction between individual AC units in people’s homes and installing them in public spaces, such as hospitals, care homes and schools.

While neither is widespread in France, support for the latter can increasingly be found across the political spectrum, from Greens to the far-right National Rally (RN).

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AC emissions are growing, but its climate impact could be limited

Some people have noted that a wider rollout of AC in Europe could drive up emissions.

As noted in the Financial Times by columnist and chief data reporter John Burn-Murdoch, there is a logic to this argument, “at least superficially”. He writes:

“AC uses a lot of energy; if the proposed defence against emissions-driven global warming means emitting more, then we have an obvious problem.”

The emissions impact of AC depends heavily on the generation mix of a country’s power sector.

According to the International Energy Agency (IEA), “space cooling” – mostly AC, but this does include some fans – used 2,100 terawatt-hours (TWh) of power globally in 2022.

As such, it was responsible for 1bn tonnes of carbon dioxide (CO2) from electricity use globally. This equates to around 2.7% of total CO2 emissions globally from fossil fuels and industry.

(As well as indirect emissions through power use, AC units can also directly release greenhouse gases – used as AC refrigerants – when they leak or are improperly disposed of. Following the 2016 Kigali Amendment, countries are progressively trying to phase down the use of potent greenhouse gases in AC units.)

In a LinkedIn post, Lauri Myllyvirta, lead analyst at the Centre for Research on Energy and Clean Air and regular Carbon Brief contributor, says:

“There is a lot of alarmist messaging about how much electricity AC uses. However, on an annual basis, the demand is not that substantial. Currently, AC uses about 1% of electricity in the EU and catching up to adoption rates in the US would double this.”

According to the IEA estimates from 2018, “if left unchecked, energy demand from AC will more than triple by 2050”, reaching 6,200TWh of power.

By mid-century, households would contribute the most to the increase (70%), with at least two-thirds of the world’s households potentially having AC, according to the Paris-based agency.

Decarbonising electricity grids and energy-efficiency improvements can reduce AC emissions and their impact on climate.

For instance, in countries with a low-carbon electricity mix – such as France, where nuclear energy accounts for 67% of its electricity generation – expanding AC would have a more limited climate impact than in other countries.

In countries such as India, there could be a more significant increase in emissions as AC is adopted, due to the role coal plays in the country’s energy mix, especially during the night. Demand is growing fast – following low access historically – and many AC units are inefficient, with high electricity use.

According to a new working paper from the India Energy and Climate Center (IECC) at the University of California, Berkeley, “room AC” – portable plug-in units, as opposed to those permanently installed in buildings – already accounts for nearly one-quarter of India’s peak electricity demand (60-70GW) – and this is before the majority of Indian households have bought their first AC unit.

Dr Nikit Abhyankar, co-faculty director of the IECC, tells Carbon Brief that, as AC use is expanded across the world, it should be paired with solar and battery storage, where the “economics have completely shifted” in the last few years. This will help to cut both energy bills and emissions.

According to the IEA, accelerating energy efficiency improvements could deliver more than one-third of all CO2 emission reductions between now and 2030.

The global energy demand needed to run ACs alone in 2050 could be reduced by 1,300GW – the equivalent of all of China and India’s coal plants – through energy efficiency measures, it estimates.

Aditya Valiathan Pillai, a climate adaptation researcher at King’s College London, tells Carbon Brief that, as the use of AC expands, there is a conversation to be had about where and “what type of technology [is used] and who gets access” to it.

A final point is that many AC units are air-to-air heat pumps, which can efficiently heat homes, as well as keeping them cool. As such, wider AC adoption could boost the adoption of electrified heat, helping to cut emissions from gas boilers.

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Heat from AC can contribute to directly warming cities

Some critics of AC mention its electricity demands and associated CO2 emissions from fossil-fuel combustion, which contribute to raising the temperature of the entire planet. (See: AC emissions are growing, but its climate impact could be limited.)

But AC also has a localised impact. It works by removing heat from indoor air and pushing it outdoors, raising temperatures on the street and exacerbating the “urban heat island” effect.

Left-leaning French politicians are among those citing this as an argument against AC, particularly in cities. Indeed, Emmanuel Grégoire, the Socialist mayor of Paris, appeared to be making this point in an interview with Le Monde, during the June heatwave:

“[AC] can be useful for cooling collective spaces and protecting the most vulnerable populations, but individual AC is a scourge – it makes the problem worse by heating the city even more.”

One study concludes that, in a city such as Phoenix, Arizona, where the technology is widespread, AC use during a heatwave can raise night-time temperatures by 1-1.5C.

Another models a nine-day heatwave in Paris – in a future with “massive” AC use – and finds an increase in external temperature of more than 2C, due to heat emitted by the units.

Given this, some scientists argue that AC can be a form of climate “maladaptation” – referring to actions that backfire and make people more vulnerable to global warming.

The Intergovernmental Panel on Climate Change (IPCC) has highlighted this issue, concluding:

“AC may constitute a maladaptation because of its high demands on energy and associated heat emissions, especially in high-density cities.”

Compared to the US, more people in Europe live in dense, urban areas. According to Dr Vincent Viguié, a climate change economist at École des Ponts ParisTech, this could leave Europeans more exposed to heat from AC units. He tells Carbon Brief:

“If you live in a neighbourhood that is not dense, like in a suburban neighbourhood or in the countryside, you don’t care about this…So, once again, there is a key difference between US and European cities.”

Viguié is among the experts arguing that other climate-adaptation measures should be considered alongside AC, to keep entire cities cool – not just individual homes. He says:

“It’s not to say that the heat released by AC by itself is a reason to forbid AC…It’s just that not taking that into account may lead to bad decisions.”

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More AC could help to reduce heat deaths in Europe

Heatwaves can be deadly, especially for older or vulnerable members of society.

According to climate scientists at World Weather Attribution, “heatwaves cause more deaths in Europe than all other natural hazards combined”.

The heatwave in June 2026 is estimated to have killed more than 20,000 people in Europe. In France – which has seen some of the hottest temperatures – the heatwave caused more than 2,700 heat-related deaths, according to analysis published by Carbon Brief.

AC does help to protect people from the effects of extreme heat. A 2021 study found that globally, AC averted an estimated 190,000 heat-related deaths annually during 2019-21.

With its much higher penetration of AC, the US has fewer deaths due to extreme heat than Europe.

Heat kills around 11 people out of every 100,000 in Europe, compared to around two people in the US, according to analysis by data scientist Dr Hannah Ritchie from Our World in Data.

Several publications have pointed out that “Europe’s heatwaves are deadlier than American gun violence”. While this is technically accurate in absolute terms, Ritchie says the comparison is “a bit silly” for a number of reasons, not least because on a per-capita basis, US gun deaths are higher.

Average annual deaths per 100,000 for heat and gun deaths in the US (red) and Europe (blue) to as close to the end of 2024 as possible
Average annual deaths per 100,000 for heat and gun deaths in the US (red) and Europe (blue) to as close to the end of 2024 as possible. Heat deaths are based on excess death methodology, not death certificates. Source: By the Numbers.

However, experts suggest that AC is only one part of a wider effort to protect people from extreme heat.

A 2020 study looking at heat-related mortality in Canada, Japan, Spain and the US, found that excess deaths due to heat decreased between 1972 and 2009.

For example, the proportion of deaths due to extreme heat fell from 1.7% to 0.5% over the period in the US and 3.5% to 2.8% in Spain.

However, an increase in AC only explained 16.7% of the drop in the US and 14.3% in Spain.

The research concludes that “other factors have played an equal or more important role in increasing the resilience of populations”. This is supported by research that shows changes to cities, such as planting more trees, as well as behavioural shifts and public-health measures, can all protect people from dangerous heat.

Additionally, across Europe there is already a range of policies and measures in place to protect the most vulnerable from heatwaves. Many of these were brought in following the unprecedented summer of 2003, when 70,000 died from extreme heat.

These policies were highlighted by French environment minister Agnès Pannier-Runacher, in response to the far-right National Rally (RN) party’s AC proposals:

“The incompetent RN has just found out that nursing homes need air-conditioned rooms. Thank you, but it’s actually been mandatory since 2004.”

Another study found that measures that have already been rolled out in France would cut the projected death toll of a 2003-like heatwave by more than 75%. This is in part due to the expansion of AC in places such as nursing homes, but also other approaches, such as heat action plans.

For example, France has a multi-tiered action plan, which includes local governments ensuring access to cooled spaces and water, keeping a list of vulnerable individuals for targeted interventions, as well as national information campaigns.

According to the UN’s office for disaster risk reduction, this French plan has led to a “significant reduction in heat-related mortality”.

While action plans have proved successful in a number of nations, less than half of European countries have such a plan in place.

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‘Net-zero rules’ are not blocking AC installation in the UK

In the UK, Conservative politicians and right-leaning media have tried to pit the adoption of AC against net-zero policy.

Writing in the climate-sceptic Daily Telegraph, columnist Matthew Lynn claimed falsely:

“Strict net-zero rules now mean that aircon is effectively banned in the UK.”

(Further down the article, he concedes: “AC is not strictly speaking banned in new-build homes in the UK. But tough environmental rules mean that it is very hard, and expensive, to install in practice.”)

The same narrative has been used in articles by GB News, the Sun and others. A separate article in the Daily Telegraph’s “money” section goes further, claiming that AC had been “torn from homes under net-zero clampdown”.

A blog post from the Ministry of Housing, Communities and Local Government rebuts these claims, stating:

“There has been media coverage this week suggesting that AC is banned in homes. This is incorrect.”

For the UK, while it is true that fewer than 5% of homes currently have AC, this is largely due to the fact that it was not hot enough in the past to warrant the expense. Historically, the focus has therefore been on keeping buildings warm, rather than cool.

Extreme heat has previously been rare in the country, so homes were built with insulation and other measures to keep heat in during the “dank winters”. (See: Much of Europe has not needed AC in the past.)

Current regulations do not ban the installation of AC outright. However – as the government’s blog post notes – there is no blanket rule, meaning there are some localised differences.

Certain areas – or certain kinds of properties – may be subject to additional complications for installing AC.

In a 2025 video on Instagram, shadow secretary of state for energy security and net-zero Claire Coutinho referenced the London plan, for example, which is a framework for development in the capital launched in 2021. She said:

“[London mayor] Sadiq Khan says no. The London plan says we shouldn’t have air con because it uses too much energy. But this is mad! This is a poverty mindset that we need to get away from.”

The London Plan does not stop homes from having AC. It simply says that, for new buildings, passive design measures should be prioritised, such as the orientation of the building, the window design and incorporation of measures such as external shading and trees.

A recent response from the mayor added further measures, such as the need to “minimise the necessity for the operation of mechanical measures including AC, which would further add to the heat island effect within urban areas and add operational cost to residents”.

Elsewhere, new-build homes across England must meet the requirements of “part O” of the 2022 building regulation updates. This includes addressing overheating in buildings through energy-efficient design and prioritising passive cooling, with AC as a last resort.

For existing buildings, most AC units fall under “permitted development rights”, meaning no planning application is required to install them.

Additionally, regulations were relaxed in 2025 to make it easier to install an air-to-air heat pump – which can both heat and cool air – without planning permission.

This means that, far from blocking the expansion of AC, net-zero policy has made it easier to install specific cooling systems.

Speaking to Carbon Brief, Andrew Sissons, director of sustainable future at Nesta, says the government must now implement its announced £2,500 subsidy for air-to-air heat pumps “as quickly as possible”, to further ensure that the technology can be rolled out efficiently. He adds:

“[The government] should also continue to expand permitted development rights for air-to-air heat pumps, with a particular focus on flats and homes in denser areas. As long as heat pumps meet the MCS [Microgeneration Certification Scheme] noise test, there are few reasons to limit their use via the planning system.”

Some properties, such as large homes, listed buildings or those in conservation areas, may still require planning permission to install an air-to-air heat pump or other AC. Sissons notes that this can add cost and delay to installation.

While it cannot be said that AC has been blocked or banned due to net-zero, neither has it been prioritised.

This may shift as temperatures continue to rise. UK government advisors at the Climate Change Committee (CCC) suggest that 22% of the UK’s housing stock will likely need active cooling, such as AC, to cope with 2C of global warming.

The CCC’s recent adaptation report also calls for all new homes to be built using low-cost, passive cooling measures, alongside more AC.

Active cooling such as AC is more likely to be needed for retrofitting existing homes, the report adds.

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AC is not the only answer to overheating cities

AC has become increasingly politicised in Europe, as demonstrated by France’s RN party announcing its “grand plan for AC” in all public buildings.

As noted by Dutch MEP Gerben-Jan Gerbrandy, this “far-right” embrace of AC is coming from the same people who for years have “delayed emissions reductions”.

In response, left-leaning policymakers in Europe have frequently downplayed the role of AC, prioritising programmes of urban greening and retrofitting older buildings.

Such approaches for dealing with extreme heat have already proved successful. Therefore, many experts argue that these methods, alongside AC, will be essential to prepare for a hotter world.

According to the IPCC’s sixth assessment report, adaptive infrastructure, such as urban forests and green roofs, can reduce energy use because of cooling, with co-benefits for climate, air quality, physical and mental health.

While retrofitting older buildings for heat as well as insulating them from the cold might prove challenging, urban greening and an active shade policy – one that determines how much of every street is exposed to direct sunlight – are simple measures cities can adopt.

Some experts have also warned about the high cost of running AC, expressing concerns that excessive reliance on the technology could increase energy poverty.

In a Carbon Brief guest post published in 2025, researchers at the Basque Centre for Climate Change found that framing AC as the “default solution” can miss the opportunity to design “more inclusive, human-centred responses” to rising temperatures.

William Lewis, a PhD candidate and one of the guest post’s authors, tells Carbon Brief it is not a case of “one or the other”, when considering AC and other options:

“We have this opportunity in European countries to choose a slightly different path [from the US], which isn’t AC in every single home.”

King’s College London’s Pillai says that, by centring the debate on AC, the far-right response to the heatwaves in Europe has “completely neglected the science of how you cool human beings”.

There are many solutions, he adds, that are already widely used across hot developing countries, such as ceiling fans, windows that open and cross-ventilation, as well as strategies to reduce cumulative hours of heat exposure.

Pillai tells Carbon Brief that, while places reaching 42C and higher “definitely need to think about AC very seriously”, places in the “low to mid 30Cs” could rely on these alternatives.

Behavioural change, he adds, is the “least glamorous part” of heat policy, but “pulls most of the weight” of protecting people. These include a wide range of actions and responses – from reducing heat exposure, to wearing lighter clothing and drinking more water and fluids.

There are also workplace protections. Pillai tells Carbon Brief that these could include legislation on mandatory work breaks, cooling and shade requirements at workplaces, as well as health insurance that covers heat stress days that have been lost by heat-exposed workers.

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