根据全球能源监测组织(GEM)的最新年度报告,2023年中国煤电建设活动占全球新建煤电活动的95%。
GEM的全球煤电行业年度报告称,中国有70吉瓦(GW)的煤电装机容量破土动工,相较2019年增长了四倍。
相比之下,世界其他地区新开工煤电装机容量不足4吉瓦,是2014年以来的最低水平。
除中国外,只有32个国家有处于拟建阶段的新建煤电项目,只有七个国家有在建电厂。
虽然2023年全球煤电装机容量(包括总装机容量和中国以外地区的装机容量)有所增长,但GEM表示,这很可能只是“昙花一现”,随着未来几年美国和欧洲加速煤炭退役,这一增长将会被抵消。
该报告的其他主要发现包括:全球燃煤电厂——中国以外地区——建设连续第二年下降。然而,全球煤电厂的退役率也处于2011年以来的最低水平。
中国的“关键时刻”
GEM表示,2023年中国有47.4吉瓦的煤电装机容量投产。这一增量占全球在运煤电装机容量增长的三分之二,全球装机容量整体增长了2%,达到2130吉瓦。
2023年,中国有70.2吉瓦的新建项目开工,是世界其他国家,合计3.7吉瓦,的19倍。如下图所示,中国的发展轨迹(红线)与世界其他地区(橙色线)存在显著差异。
中国的新开工装机容量几乎是2019年的四倍,彼时中国的新建燃煤电厂开工量创下了九年来的新低。

这是中国每年开工建设的新燃煤电厂装机容量连续第四年增长。GEM指出,这与中国在2021年提出的“严控”新增煤电产能的承诺不符。
2022年初,中国国家能源局的《“十四五”现代能源体系规划》指出,到2025年将淘汰30吉瓦的煤电产能。
然而,GEM指出,如果算上发电装机容量至少达到30兆瓦(megawatts)的大型煤电机组,过去三年中关停的电厂不到9吉瓦,而且几乎没有其他电厂有退役计划。
GEM补充说,如果中国要实现30吉瓦的退役目标,“就必须立即采取行动”。
能源与清洁空气研究中心(CREA)中国分析师秦琦在一份声明中说:“最近中国煤电开发的激增与全球趋势形成了鲜明对比,使中国2025年的气候目标面临风险。在此关键时刻,中国必须对煤电项目实施更严格的控制,并加快向可再生能源转型,以重新履行其气候承诺。”
根据GEM的报告,中国、印度、孟加拉国、津巴布韦、印度尼西亚、哈萨克斯坦、老挝、土耳其、俄罗斯、巴基斯坦和越南共占全球拟建容量的95%。
该组织发现,剩下的5%分布在21个国家。报告补充称,其中11个国家仅有一个拟建项目,有望实现“无新煤电”这一退煤里程碑。
GEM追踪器显示,2023年,位于中国之外、全新规划的煤电项目装机容量达到20.9吉瓦。其中,印度新规划煤电装机容量达到11.4吉瓦,超过了2016年以来的任何一年。GEM解释说,这在一定程度上是由于该国几个停滞项目的重新启用。
哈萨克斯坦也有4.6吉瓦的新规划项目,印度尼西亚则有2.5吉瓦。另外还有4.1吉瓦之前被暂停或取消、但在去年被重新“规划”的项目。
另有几个国家——俄罗斯、菲律宾、博茨瓦纳和尼日利亚——也在2023年有项目重新规划和开工。
退役速度缓慢
GEM发现,2023年全球共有69.5吉瓦的煤电投产,同时有21.1吉瓦的煤电退役。这使得全球煤电在运装机容量的净增长达到自2016年以来的最高水平,猛增了48.4吉瓦。
此外,印度尼西亚(5.9吉瓦)、印度(5.5吉瓦)、越南(2.6吉瓦)、日本(2.5吉瓦)、孟加拉国(1.9吉瓦)、巴基斯坦(1.7吉瓦)、韩国(1吉瓦)、希腊(0.7吉瓦)和津巴布韦(0.3吉瓦)也有新增装机容量投产。
该组织发现,在2023年间,中国境外总共有22.1吉瓦装机容量投产,17.4吉瓦退役。这使得在中国以外运营的全球煤电机组净增加了4.7吉瓦。2023年,全球煤电装机容量达到2130吉瓦,比上年增长2%。
GEM表示,美国贡献了近一半的退役煤电机组装机容量,2023年有9.7吉瓦被关闭。不过,与2022年的14.7吉瓦和2015年的21.7吉瓦的峰值相比,退役量有所下降。
在其他地区,欧盟和英国的煤电机组退役量接近四分之一,其中英国有3.1吉瓦退役,意大利有0.6吉瓦退役,波兰有0.5吉瓦退役。目前,英国只有一家燃煤电厂在运营,这个位于索尔河畔拉特克利夫(Ratcliffe-on-Soar)的电厂计划于2024年9月关闭。
总体而言,全球退役的煤电装机容量处于2011年以来的最低水平,如下图所示。

GEM指出,中国以外地区新开工建设的煤电项目规模连续第二年下降,创下(该机构)自2015年收集数据以来的最低水平。
2023年,中国以外地区新开工建设的项目不到4吉瓦,远低于2015年至2022年16吉瓦的平均水平。仅有七个国家有新项目破土动工,其中印度、老挝、尼日利亚、巴基斯坦和俄罗斯各有一座电厂,印度尼西亚有三座电厂。
GEM表示,自2016年以来,拉丁美洲没有任何燃煤电厂开工建设,经济合作与发展组织(OECD)、欧洲或中东国家自2019年以来也没有任何燃煤电厂破土动工。
报告称,尼日利亚乌格博巴(Ugboba)发电站是自2019年以来非洲已知的首个煤电建设项目,该发电站位于三角洲州阿尼奥查北地区的伊多乌法洛拉煤矿(Idowu Falola Coal Mines)矿口。
七国集团(G7)目前占全球在运煤电装机容量的15%(310吉瓦),低于2015年的32%(443吉瓦)。该集团成员国已没有任何在建煤电项目。不过,日本和美国仍分别有一个和两个新煤电项目提案。
美国的两个新煤电项目提案,即宾夕法尼亚州0.4吉瓦的CONSOL项目和阿拉斯加州新宣布的0.4吉瓦的苏西特纳(Susitna)电站,预计都将采用碳捕集与封存技术(CCS)。
GEM表示,这些技术“具有很强的不确定性。相比退煤的迫切需求,它们是一个昂贵的转移注意力的方式”。
二十国集团(G20)拥有全球92%的在运煤电装机容量(1968吉瓦),其拟建的煤电装机容量总和占全球总量的88%(336吉瓦)。
现任G20轮值主席国巴西的拟建装机容量在2023年下降,但仍有两个正在推进的项目,它们也是拉丁美洲最后的拟建煤电项目。
“无新煤电”国家
GEM追踪器显示,总体而言,2023年的全球煤电装机容量达到了历史新高。
如下图所示,由于2023年退役的煤电装机容量为十多年来最低,中国以外的在运煤电装机容量自2019年以来首次出现增长。

自2015年以来,全球在运的煤电装机容量增长了11%。当年,《巴黎协定》使各国政府同意将全球平均温度保持在工业化前水平以上低于2℃之内,并将气温上升限制在工业化前水平以上1.5°C以内。
中国以外,正在建设的煤电装机总量达到113吉瓦。GEM表示,尽管这一数字仅比上一年的110吉瓦略有上升,但仍凸显出煤炭行业不符合国际能源署(IEA)对如何把气候控制在1.5°C以内情景的预测。
在IEA做出的所有符合国际气候目标的情景中,全球炭排放量都应在迅速下降。
GEM报告称,2023年全球拟建装机容量增长了6%,“这明确了呼吁停止规划和开工建设煤电厂的重要性”。
报告还补充称,目前在运的煤电装机容量中,只有15%(317吉瓦)承诺将按照《巴黎协定》的目标退役。
GEM指出,根据国际能源署提出的1.5°C路径,如果要在2040年前淘汰未减排的燃煤发电量,就需要在未来17年内平均每年淘汰126吉瓦的煤电装机容量。这相当于每周淘汰两座煤电厂。
GEM表示,如果把拟建和在建的578吉瓦项目计算在内,则需要更大幅度的削减。
有12个新国家加入了“助力淘汰煤炭联盟”(Powering Past coal Alliance),承诺在2023年不再开发新的煤电项目。GEM指出,总共有101个国家或已正式作出了“无新煤电”的承诺,或已在过去十年里放弃了任何新煤电建造。
GEM发现,自2015年以来,全球拟建装机容量减少了68%。目前,除中国外,新开工项目处于该数据开始收集以来的最低水平。
GEM的报告认为,新煤电建设提议的“最后阵地”是利用碳捕集与封存技术、以及将煤电用于工业活动。(碳捕集与封存技术,CCS,可减少燃煤产生的温室气体进入大气)
例如,津巴布韦在2023年规划了1.9吉瓦的新建煤电装机容量,其包括两个项目“声望”(Prestige)发电站和格韦鲁(Gweru)发电站,旨在为铬冶炼厂提供电力。
除中国和印度外,津巴布韦是去年新增总规划装机容量的六个国家之一,其他国家包括哈萨克斯坦、吉尔吉斯斯坦、俄罗斯、美国和菲律宾。
在COP28气候峰会上,130国签署了《全球可再生能源和能源效率承诺》,表示有意在2030年前逐步淘汰未减排的煤电,并停止投资未减排的新建燃煤电厂。
此外,COP28的最终“全球盘点”(Global Stocktake)协议重申了COP26大会关于逐步减少未减排的煤电的承诺,但仍未定义“未减排”(Unabated)的含义。此外,早期草案中关于停止核准新煤电项目的措辞在最终文本中被省略。
GEM报告指出:“煤电正处于悬崖边缘,面临着政治和民间的反对,经济上也越来越缺乏竞争力。”
GEM煤炭项目主任弗洛拉·尚普努瓦(Flora Champenois)在一份声明中说:“今年煤炭的变化趋势反常,因为所有迹象都表明,煤炭将从加速扩张的趋势中逆转。但是,那些要淘汰燃煤电厂的国家需要加快步伐,而那些计划新建燃煤电厂的国家必须确保这些电厂永远不会建成。否则,我们就别想实现《巴黎协定》的目标,也别想享有迅速过渡到清洁能源所带来的好处。”
The post 报告: 2023年中国新建煤电项目占全球的95% appeared first on Carbon Brief.
Climate Change
DeBriefed 15 August 2025: Raging wildfires; Xi’s priorities; Factchecking the Trump climate report
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Blazing heat hits Europe
FANNING THE FLAMES: Wildfires “fanned by a heatwave and strong winds” caused havoc across southern Europe, Reuters reported. It added: “Fire has affected nearly 440,000 hectares (1,700 square miles) in the eurozone so far in 2025, double the average for the same period of the year since 2006.” Extreme heat is “breaking temperature records across Europe”, the Guardian said, with several countries reporting readings of around 40C.
HUMAN TOLL: At least three people have died in the wildfires erupting across Spain, Turkey and Albania, France24 said, adding that the fires have “displaced thousands in Greece and Albania”. Le Monde reported that a child in Italy “died of heatstroke”, while thousands were evacuated from Spain and firefighters “battled three large wildfires” in Portugal.
UK WILDFIRE RISK: The UK saw temperatures as high as 33.4C this week as England “entered its fourth heatwave”, BBC News said. The high heat is causing “nationally significant” water shortfalls, it added, “hitting farms, damaging wildlife and increasing wildfires”. The Daily Mirror noted that these conditions “could last until mid-autumn”. Scientists warn the UK faces possible “firewaves” due to climate change, BBC News also reported.
Around the world
- GRID PRESSURES: Iraq suffered a “near nationwide blackout” as elevated power demand – due to extreme temperatures of around 50C – triggered a transmission line failure, Bloomberg reported.
- ‘DIRE’ DOWN UNDER: The Australian government is keeping a climate risk assessment that contains “dire” implications for the continent “under wraps”, the Australian Financial Review said.
- EXTREME RAINFALL: Mexico City is “seeing one of its heaviest rainy seasons in years”, the Washington Post said. Downpours in the Japanese island of Kyushu “caused flooding and mudslides”, according to Politico. In Kashmir, flash floods killed 56 and left “scores missing”, the Associated Press said.
- SOUTH-SOUTH COOPERATION: China and Brazil agreed to “ensure the success” of COP30 in a recent phone call, Chinese state news agency Xinhua reported.
- PLASTIC ‘DEADLOCK’: Talks on a plastic pollution treaty have failed again at a summit in Geneva, according to the Guardian, with countries “deadlocked” on whether it should include “curbs on production and toxic chemicals”.
15
The number of times by which the most ethnically-diverse areas in England are more likely to experience extreme heat than its “least diverse” areas, according to new analysis by Carbon Brief.
Latest climate research
- As many as 13 minerals critical for low-carbon energy may face shortages under 2C pathways | Nature Climate Change
- A “scoping review” examined the impact of climate change on poor sexual and reproductive health and rights in sub-Saharan Africa | PLOS One
- A UK university cut the carbon footprint of its weekly canteen menu by 31% “without students noticing” | Nature Food
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured
Factchecking Trump’s climate report

A report commissioned by the US government to justify rolling back climate regulations contains “at least 100 false or misleading statements”, according to a Carbon Brief factcheck involving dozens of leading climate scientists. The report, compiled in two months by five hand-picked researchers, inaccurately claims that “CO2-induced warming might be less damaging economically than commonly believed” and misleadingly states that “excessively aggressive [emissions] mitigation policies could prove more detrimental than beneficial”80
Spotlight
Does Xi Jinping care about climate change?
This week, Carbon Brief unpacks new research on Chinese president Xi Jinping’s policy priorities.
On this day in 2005, Xi Jinping, a local official in eastern China, made an unplanned speech when touring a small village – a rare occurrence in China’s highly-choreographed political culture.
In it, he observed that “lucid waters and lush mountains are mountains of silver and gold” – that is, the environment cannot be sacrificed for the sake of growth.
(The full text of the speech is not available, although Xi discussed the concept in a brief newspaper column – see below – a few days later.)
In a time where most government officials were laser-focused on delivering economic growth, this message was highly unusual.
Forward-thinking on environment
As a local official in the early 2000s, Xi endorsed the concept of “green GDP”, which integrates the value of natural resources and the environment into GDP calculations.
He also penned a regular newspaper column, 22 of which discussed environmental protection – although “climate change” was never mentioned.
This focus carried over to China’s national agenda when Xi became president.
New research from the Asia Society Policy Institute tracked policies in which Xi is reported by state media to have “personally” taken action.
It found that environmental protection is one of six topics in which he is often said to have directly steered policymaking.
Such policies include guidelines to build a “Beautiful China”, the creation of an environmental protection inspection team and the “three-north shelterbelt” afforestation programme.
“It’s important to know what Xi’s priorities are because the top leader wields outsized influence in the Chinese political system,” Neil Thomas, Asia Society Policy Institute fellow and report co-author, told Carbon Brief.
Local policymakers are “more likely” to invest resources in addressing policies they know have Xi’s attention, to increase their chances for promotion, he added.
What about climate and energy?
However, the research noted, climate and energy policies have not been publicised as bearing Xi’s personal touch.
“I think Xi prioritises environmental protection more than climate change because reducing pollution is an issue of social stability,” Thomas said, noting that “smoggy skies and polluted rivers” were more visible and more likely to trigger civil society pushback than gradual temperature increases.
The paper also said topics might not be linked to Xi personally when they are “too technical” or “politically sensitive”.
For example, Xi’s landmark decision for China to achieve carbon neutrality by 2060 is widely reported as having only been made after climate modelling – facilitated by former climate envoy Xie Zhenhua – showed that this goal was achievable.
Prior to this, Xi had never spoken publicly about carbon neutrality.
Prof Alex Wang, a University of California, Los Angeles professor of law not involved in the research, noted that emphasising Xi’s personal attention may signal “top” political priorities, but not necessarily Xi’s “personal interests”.
By not emphasising climate, he said, Xi may be trying to avoid “pushing the system to overprioritise climate to the exclusion of the other priorities”.
There are other ways to know where climate ranks on the policy agenda, Thomas noted:
“Climate watchers should look at what Xi says, what Xi does and what policies Xi authorises in the name of the ‘central committee’. Is Xi talking more about climate? Is Xi establishing institutions and convening meetings that focus on climate? Is climate becoming a more prominent theme in top-level documents?”
Watch, read, listen
TRUMP EFFECT: The Columbia Energy Exchange podcast examined how pressure from US tariffs could affect India’s clean energy transition.
NAMIBIAN ‘DESTRUCTION’: The National Observer investigated the failure to address “human rights abuses and environmental destruction” claims against a Canadian oil company in Namibia.
‘RED AI’: The Network for the Digital Economy and the Environment studied the state of current research on “Red AI”, or the “negative environmental implications of AI”.
Coming up
- 17 August: Bolivian general elections
- 18-29 August: Preparatory talks on the entry into force of the “High Seas Treaty”, New York
- 18-22 August: Y20 Summit, Johannesburg
- 21 August: Advancing the “Africa clean air programme” through Africa-Asia collaboration, Yokohama
Pick of the jobs
- Lancaster Environment Centre, senior research associate: JUST Centre | Salary: £39,355-£45,413. Location: Lancaster, UK
- Environmental Justice Foundation, communications and media officer, Francophone Africa | Salary: XOF600,000-XOF800,000. Location: Dakar, Senegal
- Politico, energy & climate editor | Salary: Unknown. Location: Brussels, Belgium
- EnviroCatalysts, meteorologist | Salary: Unknown. Location: New Delhi, India
DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.
This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.
The post DeBriefed 15 August 2025: Raging wildfires; Xi’s priorities; Factchecking the Trump climate report appeared first on Carbon Brief.
DeBriefed 15 August 2025: Raging wildfires; Xi’s priorities; Factchecking the Trump climate report
Climate Change
New York Already Denied Permits to These Gas Pipelines. Under Trump, They Could Get Greenlit
The specter of a “gas-for-wind” compromise between the governor and the White House is drawing the ire of residents as a deadline looms.
Hundreds of New Yorkers rallied against new natural gas pipelines in their state as a deadline loomed for the public to comment on a revived proposal to expand the gas pipeline that supplies downstate New York.
New York Already Denied Permits to These Gas Pipelines. Under Trump, They Could Get Greenlit
Climate Change
Factcheck: Trump’s climate report includes more than 100 false or misleading claims
A “critical assessment” report commissioned by the Trump administration to justify a rollback of US climate regulations contains at least 100 false or misleading statements, according to a Carbon Brief factcheck involving dozens of leading climate scientists.
The report – “A critical review of impacts of greenhouse gas emissions on the US climate” – was published by the US Department of Energy (DoE) on 23 July, just days before the government laid out plans to revoke a scientific finding used as the legal basis for emissions regulation.
The executive summary of the controversial report inaccurately claims that “CO2-induced warming might be less damaging economically than commonly believed”.
It also states misleadingly that “excessively aggressive [emissions] mitigation policies could prove more detrimental than beneficial”.
Compiled in just two months by five “independent” researchers hand-selected by the climate-sceptic US secretary of energy Chris Wright, the document has sparked fierce criticism from climate scientists, who have pointed to factual errors, misrepresentation of research, messy citations and the cherry-picking of data.
Experts have also noted the authors’ track record of promoting views at odds with the mainstream understanding of climate science.
Wright’s department claims the report – which is currently open to public comment as part of a 30-day review – underwent an “internal peer-review period amongst [the] DoE’s scientific research community”.
The report is designed to provide a scientific underpinning to one flank of the Trump administration’s plans to rescind a finding that serves as the legal prerequisite for federal emissions regulation. (The second flank is about legal authority to regulate emissions.)
The “endangerment finding” – enacted by the Obama administration in 2009 – states that six greenhouse gases are contributing to the net-negative impacts of climate change and, thus, put the public in danger.
In a press release on 29 July, the US Environmental Protection Agency said “updated studies and information” set out in the new report would “challenge the assumptions” of the 2009 finding.
Carbon Brief asked a wide range of climate scientists, including those cited in the “critical review” itself, to factcheck the report’s various claims and statements.
The post Factcheck: Trump’s climate report includes more than 100 false or misleading claims appeared first on Carbon Brief.
https://www.carbonbrief.org/factcheck-trumps-climate-report-includes-more-than-100-false-or-misleading-claims/
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Renewable Energy2 months ago
US Grid Strain, Possible Allete Sale