继中国的二氧化碳(CO2)排放量在2024年第二季度出现下降后,第三季度碳排放量与去年同期持平或略低。
Carbon Brief基于官方和商业数据进行的最新分析显示,三季度的数字意味着今年中国全年碳排放量仍有可能下降。

然而,最近创纪录的高温导致九月份的排放量上升,加之新的经济刺激措施出台,使得中国的排放轨迹现在面临更大的不确定性。
在今年八月和九月的大部分时间里,肆虐的热浪导致空调用电需求大幅上升,再加上水电出力不足,导致第三季度燃煤发电量增长2%,燃气发电量增长13%,尽管风电和太阳能发电量的增长继续打破纪录。
电力部门的排放量增加被钢铁、水泥和石油使用产生的排放量减少、以及电力部门以外的天然气需求停滞所抵消。因此,中国第三季度的碳排放量较去年同期基本持平或略有下降。
该分析的其他关键调研结果包括:
- 第三季度太阳能发电量同比增长44%,风电增长24%,两者的新增装机容量继续创纪录。
- 与去年受干旱影响的数据相比,水力发电量增长了11%,但仍未达到预期水平。核电增长了4%。
- 由于建筑活动减少、电动汽车和天然气卡车的增加以及消费疲软,石油需求下降了约2%。
- 第三季度,钢铁和水泥行业的排放量分别下降了3%和12%,这两个行业都继续受到建筑活动下降的影响。
- 煤化工行业获得了新的政策支持,导致该行业的煤炭消费量年初至今增长近五分之一。
若要使中国2024年总排放量低于2023年水平,第四季度三个月的碳排放量需至少下降2%。工业用电需求增长放缓以及空调季的结束将助力实现这一目标。
然而,北京在九月底宣布的新经济刺激计划并未明显强调碳排放问题,这给排放量下降的前景增加了不确定性。
无论如何,中国仍将偏离其2025年“碳强度”目标,该目标要求该国在2020至2023年碳排放快速增长之后,在2024年和2025年排放量都需减少至少2%。
就未来而言,决策者最近透露了中国在碳达峰和减排方面的新计划,表明该国将采取渐进而谨慎的方式,这与实现《巴黎协定》目标所需要的水平有差距。
但是,如果中国清洁能源的快速增长能够持续,它有可能更快地实现减排。
清洁能源扩张满足夏季全部电力需求增长
尽管此前有预测显示中国的电力需求增速将放缓,但2024年第三季度实际电力需求同比增长了7.2%,高于第二季度的6.9%。
然而,电力需求增长的构成有所变化,大约60%的需求增长来自住宅和服务行业,其中家庭需求猛增了15%。
工业电力需求增长继续放缓,七月至九月增长了4.6%,低于第二季度的5.9%。
与此同时,太阳能发电量同比增长44%,风电增长了24%。尽管水电利用率不足,但仍同比增长了11%。核电的增长仅为4%,主要是由于新建核电机组较少。
电力需求的迅速增长超过了低碳能源供应的增长。为填补供需之间的缺口,燃煤发电量增长了2%、燃气发电量增长了13%,如下图所示。
这导致该季度电力部门的碳排放量增加了3%。

然而,纵观整个夏季,无论是从五月到九月,还是从六月到八月,清洁能源的扩张都足以覆盖电力需求的全部增长。
今年八月和九月比去年更热,导致空调用电需求迅速增长。相比之下,去年六月和七月气温更高。
尽管住宅用电需求快速上升,但夏季燃煤和燃气发电量总体上有所减少,六月下降了7%,七月下降了5%,八月上升了4%,九月上升了9%。单月的增长率受极端高温出现时间的影响显著。
就新增发电装机容量而言,太阳能持续打破去年纪录,2024年初至九月新增装机容量达163GW,相当于德国、西班牙、意大利和法国四个拥有最多太阳能装机容量的欧盟国家的总和。第三季度中国太阳能装机同比增长22%。

根据今年前九个月的增速,仅今年中国太阳能发电量的增长就可能相当于澳大利亚或越南在2023年的总发电量。
风电装机也加速增长,截至九月新增了38GW,同比增长10%,超过英国的总风电装机容量(30GW)。
今年八月,国务院一次性核准了11台新核电机组,获批项目的总发电装机容量约13GW。继2022年和2023年各核准10台核电机组后,2024年迄今批准的11台机组标志着中国下一批核电产能正在启动,将助力清洁能源增长。
在第三季度,水电装机仅同比增长2%,意味着11%的发电量增长主要源自利用率的恢复。由于严重干旱,水电利用率在2022年跌至十年来最低,2023年仅部分恢复,今年的反弹已接近预期平均水平。
2024年上半年,中国新核准的煤电项目骤降了80%,仅批准9GW,相比去年同期的52GW大幅下降。然而,根据能源资讯提供商Polaris Network的数据,第三季度有八个大型煤电项目获批,显示核准量可能在下半年有所增加。
建筑和石油需求放缓继续拉低总排放
虽然电力行业的碳排放在2024年第三季度出现了小幅增长,但工程量的持续萎缩拉低了总排放量。
因此,第三季度中国的碳排放量保持平稳,与去年同期水平持平或略低,如下图所示。

如果剖析建筑业导致的除电力行业以外的排放下降会发现,第三季度钢铁产量下降9%,水泥产量下降12%,房地产投资萎缩10%,与上半年持平。
这导致与2023年同期相比,水泥相关碳排放量减少了11%(24MtCO2),如下图所示。
尽管钢铁产量下降了9%,但钢铁相关排放量仅下降了3%(13MtCO2),原因在于需求下降的冲击主要由电弧炉炼钢厂承担,而不是排放强度高得多的燃煤高炉炼钢厂。
中国钢铁行业缺乏优先发展电弧炉的激励机制。电弧炉使用回收废钢,排放量较低。理论上,将钢铁纳入中国的碳排放权交易市场可能会促进转型。
然而,如果对该行业采取与电力行业相同的方式,对燃煤高炉炼钢和电炉炼钢设定不同的基准,则难以激励电力转型。
为推动钢铁行业结构性变革,中国工信部颁布政策,暂停所有新增钢铁产能的核准,将年初以来的实际停止审批变成正式禁令。直至去年,该行业仍在大规模投资煤基炼钢产能。

另一个排放下降的主要领域是石油消费,第三季度石油相关碳排放下降了2%(13MtCO2),如上图所示。该数据来自国家统计局。
石油需求和相关二氧化碳排放量的减少可能更多。石油产品供应量(以炼油厂扣除进出口后的产量计算)降幅更大。该指标显示,第三季度燃烧石油产生的碳排放下降了10%(63MtCO2),表明中国的二氧化碳总排放量或下降2%。
统计局报告的降幅要温和得多,这可能反映了中国统计数据趋于平缓化的特点。另一种可能的解释是,炼油厂以前的产量超出了消费需求,现在不得不削减产量以减少库存。
无论石油消费量下降的幅度如何,其下降原因已显而易见。工程量减少是重要因素,因为很大一部分柴油用于建筑工地和运输建筑材料。
电动车份额的增加也侵蚀了汽油需求量。家庭消费支出疲软也推动了需求减少,直到十月政府刺激政策出台后才出现回升迹象。
使用液化天然气的卡车的普及也对柴油需求形成抑制。2024年初至九月,液化天然气卡车销量占卡车总销量的20%,但天然气整体需求增长缓慢,表明这一影响有限。
天然气消费量增速从今年上半年的10%放缓至第三季度的3%。增量集中在电力行业,其他行业需求停滞,可能是由于工业需求疲软。
在经历了一二月排放量上升、三月至八月下降、九月再次增加后,年末三个月排放量需要至少下降2%,方能使中国的年度总排放量低于2023年水平。
由于工业电力需求增长的持续放缓和空调季的结束,这种情况很有可能发生。但即便如此,中国仍将偏离2025年的碳强度目标。该目标要求,在2020年至2023年中国排放量快速增长之后,在2024年和2025年都需至少下降2%。
排放量没有更快下降——甚至可能在第三季度根本没有下降——的根本原因是:今年能源消费量增速继续远超历史趋势。
第三季度,能源消费总量(包括但不限于电力消费量)增长了5.0%,快于GDP增长4.6%。
在疫情前,中国的能源需求增长一直低于GDP增速,这意味着经济的能源强度在下降。
然而,疫情后以制造业为重点的经济政策似乎扭转了这一趋势。
煤化工行业获得新的政策支持
中国碳排放前景中新增的一个变数是煤化工行业。该行业将国内煤炭转化为进口石油和天然气的替代品,尽管碳足迹要高得多。
国家发改委最近出台的政策要求“加快”煤化工行业的发展,包括“加快煤制油气战略基地建设”。
政策发布后数周,山西一个大型煤制油项目和陕西一个煤化工园区已开工建设,新疆也有类似项目获得核准。
据咨询公司中信建投期货称,2024年,煤化工行业的煤炭消费量预计将占中国煤炭总消费量的7%以上。
万得金融终端(Wind Financial Terminal)的数据表明,2024年前八个月煤化工行业的煤炭消费量增长了18%,2023年增长了9%。在今年一至八月期间,煤化工行业煤炭消费量增长所带来的排放占化石燃料碳排放总量增长的三分之二(总增幅为0.9%)。
然而,该行业的煤炭消费量增速在七月至八月放缓至5%,九月化工产品产量也继续放缓。上图(“化工”)显示了这个对碳排放量增长的较小推动因素。
近期油气价格上涨、加上中国增加国内煤炭产量和压低国内煤炭价格的努力,共同提振了对油价和煤价敏感的煤化工行业。
煤化工行业体现了中国是将能源安全,还是减排置于优先事项的直接矛盾。
经济刺激计划为排放前景增添不确定性
今年夏季的经济数据显示中国经济持续放缓、GDP增长未达目标,因此市场对当局出台刺激计划的预期随之增强。
政府在九月下旬宣布了一系列刺激措施,其主要针对金融市场,但也承诺要“稳定”房地产市场。
尽管该刺激计划的规模对于中国而言并不算大,进一步的细节也让那些希望政策出现更激烈转向的人感到失望,但该方案显然是经过深思熟虑后协调进行的,让外界得以一窥中国最高决策者正计划如何应对经济下行。
近年来广受关注的直接向家庭转移政府资金的措施,如今也将开始尝试。
这些措施旨在提振家庭消费,而非此前刺激政策重点的高能耗制造业和建筑业,若得以实施将让中国在更低能耗、低碳排的方式下实现增长。
然而,与整个一揽子计划的规模相比,直接转移资金的规模较小,且大部分资金用于汽车和家电补贴。这些补贴释放了家庭现金流,但同时也引导了家庭支出向最高耗能的领域集中。
大部分刺激资金仍通过地方政府借贷和银行贷款等传统渠道进行,这些资金通常用于工业和基础设施项目。
该刺激计划并没有明确着墨于气候。尽管相当一部分资金可能会流向与清洁能源相关的领域,但这只是因为这些投资最近在中国的投资流中占据主导地位,但该计划并未有额外政策推动此类投资。
决策者不认为碳排放会“提前”达峰
尽管清洁能源的快速增长似乎表明中国可能很快实现碳达峰,但决策者仍然预期碳排放量将在2030年之前继续增长,然后趋于平稳或逐渐下降。
今年八月,国家能源局在回应记者就有分析显示中国可能已实现碳达峰的问题时,淡化了这一可能性。
国家能源局相关部门负责人在回答这一问题时强调,国家领导层已确定“2030年前”为实现碳达峰的时间点,暗示该机构并无授权改变这一目标。
中共中央也在一份《意见》中重申,该国的目标是到2035年前让碳排放进入“下降趋势”。
国务院此前的一项计划表明,中国将在碳达峰后重点控制二氧化碳排放总量,而非排放强度,并表示这不会在2026至2030年期间发生。
根据中国目前在《巴黎协定》中的承诺,其允许采取一种非常渐进的方法来实现碳达峰并在达峰后减少排放,将更大幅度的减排留到未来几十年。
然而,这种路径将消耗全球1.5°C温控目标下90%的碳预算。若要限制全球气温上升至比工业化前高1.5°C以内,中国的排放量需在2035年之前至少比2023年水平下降30%。
国际能源署(IEA)最新分析指出,到2035年,中国等新兴市场需要将排放量减少到比2022年水平低35至65%的水平,以实现在COP28气候大会上做出的全球承诺或国家净零目标。
与中国决策者所传递的谨慎态度相反,若中国能保持当前的清洁能源扩展速度并推进电气化,到2035年,化石燃料的二氧化碳排放量将在2023年的水平上减少30%。
同样,国际能源署最新发布的《世界能源展望》(World Energy Outlook)发现,根据目前的政策方案,清洁能源的增长将有助于到2035年将中国的二氧化碳排放量减少到比2023年水平低24%。国际能源署表示,如果中国实现其宣布的雄心和目标,到2035年,碳排放量的削减将增加到45%。
根据《巴黎协定》,中国将于2025年2月前向联合国提交国家自主贡献(NDC)承诺,预计其将更清楚地说明决策者正在追求的减排途径。
关于数据
分析数据汇编自中国国家统计局、国家能源局、中国电力企业联合会和中国海关的官方数据发布,以及行业数据提供商万得资讯(WIND Information)的数据。
风能和太阳能发电量,以及按燃料划分的火电发电量系通过将每月末的发电装机乘月利用率计算得出,数据来自万得金融终端提供的中电联报告数据。
火电总发电量以及水电、核电发电量来自国家统计局月度发布数据。
由于没有生物质的月利用率数据,因此采用了2023年52%的年平均值。电力部门的煤炭消费量估算基于燃煤发电量和每月燃煤电厂的平均热耗率,以避免有争议的官方煤炭消费数据对近期其他产量数据的影响。
当数据来自多个来源时,本文对不同来源的数据交叉引用,并尽可能使用官方来源,调整总消费量以匹配国家统计局报告的第一季度、上半年和前三季度的消费增长和能源结构变化。数据调整对所有能源的影响不到1%。未经调整的数据显示,第三季度的排放量减少了1%。
二氧化碳排放量的估算基于国家统计局的默认燃料热值和中国最新的2018年国家温室气体排放清单中的排放因子。水泥的二氧化碳排放因子基于截至2023年的年度估算。
对于石油消费,表观消费量是根据炼油加工量计算的,并减去石油产品的净出口量。
The post 分析:尽管煤电反弹,但中国2024年三季度碳排放未增长 appeared first on Carbon Brief.
Climate Change
Climate change exposes 580 million children to 20 extra ‘heat-stress days’ every year
More than 40% of children under the age of 10 globally are already experiencing at least 20 additional “heat-stress days” due to climate change.
This is according to a new attribution study, published in Science Advances, which combines climate models with demographic data to assess the age groups and regions that are exposed to the most hot, humid days.
The study finds that children up to the age of nine already face more additional heat-stress days globally as a result of climate change than any other age group.
It adds that south Asia and west Africa are recording the greatest childhood exposure to dangerous levels of humid heat – largely because these regions have a rapidly growing population with the highest proportion of young children.
As the climate warms, children will continue to be more exposed to heat stress than any other age group, the paper warns.
The lead author of the study tells Carbon Brief that the findings should inform discussions about climate justice, noting that children in developing countries “have contributed the least to historical greenhouse gas emissions”.
Humid heat
High temperatures can be deadly. For example, the heatwaves that swept across Europe in the summer of 2026 have been linked to tens of thousands of “excess deaths”.
A prominent 2021 study found that children born in the 21st century will be exposed to more extreme weather events in their lifetimes than their parents and grandparents.
Four years later, a study conducted by scientists from the same team found that more than half of children born in 2020 – around 62 million people – will experience “unprecedented lifetime exposure” to heatwaves, even if warming is limited to 1.5C.
Now, the latest research from the same team finds that children already face greater exposure to dangerous levels of humid heat than adults as a result of human-caused climate change.
Extreme heat is particularly dangerous when combined with high humidity. In hot weather, the human body produces sweat to cool itself down. However, as humidity increases, sweating becomes less effective.
The study uses wet-bulb globe temperature – a measure of temperature that takes humidity and wind into account – to calculate heat stress. It defines a “heat-stress day” as any day with a wet-bulb globe temperature above 28C, as this is considered the threshold for “moderate heat stress”
The authors then use climate models to simulate global temperature patterns in the present-day climate. (The authors use the climate of 2023, in which human activity has caused 1.3C of warming, to represent the “present-day”.)
They then count the number of heat-stress days that each country records on average, per year. The authors then repeat this exercise, simulating a pre-industrial climate without human-caused warming.
By comparing the number of heat-stress days in the present-day climate with the number in a pre-industrial climate, the authors can determine how many extra heat-stress days were driven by climate change. They refer to these as “extra” or “attributable” heat-stress days.
The authors find that “low-latitude” countries, located in the tropics, record the most extra heat-stress days.
For example, the paper finds that people living in Côte d’Ivoire currently face 112 heat-stress days every year. It adds that around half of these are due to human-caused climate change.
In contrast, Germany sees only 0.1 heat-stress days per year in today’s climate on average, which is largely attributable to human-caused climate change.
Rosa Pietroiusti, a PhD student at Vrije Universiteit Brussel and lead author on the study, explains why this number may seem lower than expected.
She tells Carbon Brief that the paper “really focuses on humid heat, at levels that are relatively rarely felt in Europe”. She adds:
“Our data also doesn’t capture the urban heat island effect, due to the resolution of the data we use, which also would lead to underestimations of heat stress locally, and lead to a mismatch with what people are experiencing at local scales, particularly in cities.”
Inequality
Extreme heat affects some people more severely than others. Children, people over 65 and those with pre-existing medical conditions or certain disabilities are among the most vulnerable. This is because their bodies are less able to regulate their temperature.
The authors use gridded demographic data to determine the age structure of each country. From this, they calculate how many people from each age cohort are exposed to extra heat days as a result of climate change.
The research finds that globally, 583 million children under the age of 10 already live through at least 20 attributable heat days every year. This accounts for 44% of all children in this age bracket.
In comparison, 190 million people aged 60-69 face at least 20 attributable heat days per year, accounting for 30% of this age cohort.
The authors find that children face the greatest exposure to humid heat for two main reasons.
First, there are more young people alive today than older people, with 1.3 billion children aged under 10 in the world, compared to 0.6 billion people aged 60-69.
Second, they find that countries in Africa and Asia typically have rapidly growing populations with more young children. In contrast, many countries in the northern hemisphere – which are typically cooler – have older populations.
The map below shows how many extra stress heat days each country currently faces as a result of human-caused climate change. Darker reds indicate a higher number of attributable heat days. The blue circles show the percentage of the population under the age of 10, with larger circles indicating a higher percentage.

Warming world
The authors also repeat their analysis for a 1.5C and 2C warmer world. They use population estimates from the SSP2 scenario, which projects that the world’s population will peak at more than nine billion in the second half of the 21st century, with most growth occurring in low-latitude regions – especially in sub-Saharan Africa.
The research finds that, in today’s climate, 11% of all under 10s currently experience 100 or more extra heat-stress days per year due to climate change. In worlds warmed by 1.5C and 2C, the percentage rises to 13% and 23%, respectively.
In contrast, only 6% of all people aged 60-69 currently face 100 or more extra heat-stress days each year due to climate change. This number rises to 9% and 17% for 1.5C and 2C worlds, respectively.
These results are shown in the plot below. The three rows represent the climates of 2023 (top), a 1.5C world (middle) and a 2C world (bottom). The columns show different age cohorts, from the oldest on the left to the youngest on the right.
Each circle contains 100 coloured dots, with each dot representing 1% of the age cohort.
The colour of the dot represents exposure to annual heat-stress day, with darker dots indicating more heat-stress days. Grey dots mean that people experience fewer than one extra heat-stress day per year due to human-caused climate change, while black dots mean more than 150 extra heat-stress days due to climate change.
The figure shows that higher warming levels expose more people to heat stress and that younger cohorts tend to be worst affected.
For example, the top-right circle represents heat stress for under 10s in the present-day climate. Three of these dots are coloured black, indicating that 3% faced at least 150 attributable heat-stress days in 2023.

Pietroiusti tells Carbon Brief the study uses wet-bulb temperature because it is a “well-established heat stress metric”. However, she notes that it was not “explicitly defined to focus on children”. She continues:
“A really important step forward in the research community would be to link up climate science and health science experts to do research on what metrics are really most representative of, for example, health impacts and educational impacts that children will be suffering.”
Vulnerability
Dr Qinqin Kong, a postdoctoral researcher at the departments of medicine and health policy at Stanford University, who was not involved in the study, praises its “robust” methodology.
He tells Carbon Brief that the research provides “a timely quantitative evidence for discussions of climate justice, children’s rights and intergenerational equity”.
However, Kong suggests that the paper “may overstate the contrast between children and the elderly and underestimate the relative burden of older adults”.
He says:
“The elderly may also be more vulnerable due to their social circumstances. Children often benefit from parental supervision and caregiving, whereas many older adults live alone, have limited mobility and face barriers to accessing cooling or emergency assistance during heat events.”
Kong also notes that “people and societies in the mid-latitudes [for example, across much of Europe and North America] are less adapted to heat”, which may make them vulnerable to its impacts.
For example, he says that Europe “shows substantially stronger relative risk of heat mortality likely due to less heat-acclimatised populations, lower air conditioning prevalence and urban designs that don’t favour heat dissipation”.
Similarly, Dr Daniel Vecellio – a researcher at the University of Nebraska, who was not involved in the study – tells Carbon Brief that children are an “understudied cohort”.
However, he says there is “reason for hope” because “children are typically pretty good behavioural adapters to extreme heat” and because people who are “chronically exposed to extreme heat” will “have a better chance at better acclimatisation”.
Pietroiusti tells Carbon Brief that global reporting on heatwaves is often skewed towards wealthier nations.
For example, she notes that large-scale databases of disasters, such as EM-DAT, often underrepresent heatwaves in Africa, due in part to a lack of news coverage and formal reporting. She adds:
“Studies like this, which start from the climate data, can start to fill some of these gaps.”
She adds that the paper should inform discussions about climate justice, noting that children in developing countries, who are most severely affected by the increase in heat-stress days, “have contributed the least to historical greenhouse gas emissions”.
Pietroiusti, R. et al. (2026) Age-specific exposure to human-induced increases in humid heat, Science Advances, doi:10.1126/sciadv.aeb3232
The post Climate change exposes 580 million children to 20 extra ‘heat-stress days’ every year appeared first on Carbon Brief.
Climate change exposes 580 million children to 20 extra ‘heat-stress days’ every year
Climate Change
Battle over cleaning up shipping set to resume at London talks
The US is expected to resume its attempt to sink measures for a greener global shipping sector at closed-door talks between governments at the International Maritime Organization (IMO) in early September.
The US and oil-producing allies like Saudi Arabia want to weaken a proposed plan for cleaner fuels that aims to reduce planet-heating emissions from the industry, which relies heavily on dirty bunker fuels. Shipping currently represents 3% of global emissions.
Those that want a softer system are likely to back a Liberian proposal which expert analysis suggests would see emissions fall by only half at most by 2050, far short of the sector’s agreed climate goals.
After several years of debate, governments provisionally agreed in April 2025 on the “Net Zero Framework” (NZF), a series of emissions reduction targets for shipowners, backed up with financial rewards for meeting the targets and fees for missing them.
But in October 2025, after a high-profile intervention from US President Donald Trump and threats of sanctions and visa restrictions, the US convinced a majority of voting nations to postpone the adoption of the NZF for a year.
Ralph Regenvanu, climate minister for the Pacific nation of Vanuatu, called the delay “unacceptable” given the urgency of accelerating climate change.
After a round of low-profile talks in May, the first of three further sets of talks on how to clean up shipping will begin at the IMO’s riverside headquarters in London on Tuesday, culminating in a final public session in November.
Em Fenton, who follows the talks as senior director of climate diplomacy at Opportunity Green, an NGO focused on aviation and shipping, said governments should not be sidetracked by alternative proposals to the NZF, calling them “a distraction from a hard-fought multilateral compromise”.
“If countries want to deliver a just and fair maritime transition, there is really only one choice: back the NZF and stand together in solidarity against those who would tear it apart,” Fenton added.
Five proposals on the table
Governments will discuss five different proposals submitted in advance of next week’s meeting. The most ambitious of these is from the Pacific island nation of Tuvalu, which has proposed a levy on the entirety of a ship’s emissions rather than just those above a certain level, as the NZF envisions.
That had been the original demand of Pacific nations before the NZF was provisionally adopted in April 2025. At the time, Tuvalu’s transport minister Simon Kofe described the NZF as disappointing and not ambitious enough.
For this reason, six Pacific countries abstained in the vote on the NZF. While they supported the original plan for its adoption in October 2025, they have used the delay to push again for more ambition.
John Kautoke, advisor to a group of Pacific nations called 6PAC+, told Climate Home News that the NZF “cannot diminish its already inadequate ambition. If anything, the NZF must increase in ambition if we are going to renegotiate its parameters.”
Analysis by the Institute of Marine Engineering, Science and Technology (IMarEST) suggests that, of the five proposals, only Tuvalu’s would meet the 2030 and 2040 emissions reduction targets for global shipping that were agreed by governments in 2023. Those were for cuts of 20% between 2008 and 2030, 70% by 2040 and then reaching net zero “by or around, i.e. close to 2050”.
Despite this, the UK, Australia, Canada and South Africa have formally proposed that governments adopt the NZF, which won support in a 63-13 vote among governments at the April 2025 talks. Trump’s US walked out halfway through.
According to IMarEst’s analysis, while the NZF proposal will not be enough to meet the industry’s targets, it will reduce emissions more cheaply than the Pacific proposal.
A proposal by Brazil – which fought hard for the NZF last October – suggests tweaking the framework to make meeting targets easier in the short term and harder in the long term.
While this compromise will make it more appealing to the owners of polluting ships and countries that support them, IMarEst estimates it would lead to higher cumulative emissions than either the NZF or Pacific proposals.
The NZF stipulates that fees for high-polluting shipowners should be be put into a Net Zero Fund and used to promote clean shipping fuels and a fairer transition. The Brazilian proposal would delay raising and spending these funds by two years, from 2029 to 2031.
Liberia’s proposal weakens emissions cuts
The US and Saudi Arabia are likely to swing behind a new proposal from Liberia, whose government makes millions of dollars a year selling the right for shipowners to register their vessels in the small West African nation via a US-based company.
This proposal would weaken the emissions reduction targets. IMarEst says it would cut the industry’s emissions at most by a half by 2050, falling far short of the target agreed in 2023 for international shipping to reach net zero “close to 2050”.
It would also replace the NZF’s fees for missing targets with a carbon trading system. As a result, there would be no Net Zero Fund and therefore less money available to incentivise green fuels and make the transition more equitable for poorer nations.
Pacific advisor Kautoke said that, as well as preventing shipping from reaching zero emissions by 2050, Liberia’s proposal would mean the Pacific “will not receive any support to deal with the disproportionately negative impacts created by the cost of the transition”.
“We get a double blow if we adopt the Liberian proposal,” he warned. “We get all the cost of a transition without any support, and we have an industry that continues to burn fossil fuels to an unforeseen point.”
Japanese proposal favours shipowners
Japan has submitted a late proposal to amend the NZF so that shipowners have more control over how the fees they would pay for emitting above a set threshold are spent.
University College London professor Tristan Smith has argued that this change means there will be no central mechanism to incentivise investments in clean fuels. He wrote on LinkedIn that under the system put forward by Japan, shipowners would be able to select which green projects their fees would go to. They could choose their own or those of a sister company or other shipowners, rather than funding broader just transition projects that would benefit marine workers or developing countries hit by rising shipping costs.
Despite its flaws, Smith added that Japan’s proposal “could still get taken seriously by some, given how appealing it may seem to shipowners who have consistently demanded control of revenues, and given how the US and other member states have pushed back against the IMO Net Zero Fund and [greenhouse gas] pricing.”
Tacit or explicit approval?
Next week, governments are expected to make statements saying which proposals – or which aspects of proposals – they prefer. Another set of talks will be held from November 23-27 before a potentially final round from November 30-December 4.
A new framework to tackle shipping emissions could be adopted at those talks if two-thirds of countries that are present and signed up to a regulation called Marpol Annex VI – endorsed by just over 100 states – vote in favour of it, as they did in April 2025.
The US and its allies are also trying to change the rules to make the next stage more difficult. Decisions that have been adopted at IMO meetings usually take effect automatically unless a certain number of countries object within a certain time period decided by governments, a system known as tacit approval.
But the US wants that to require explicit approval instead, so that any new emissions standard would not come into force unless enough governments – representing a certain percentage of the world’s shipping fleet – actively indicate support for it.
Critics say this change would give a small number of countries with large shipping registries the power to block implementation. Liberia has the world’s biggest shipping registry, run by an American company, followed by Panama and the Republic of the Marshall Islands.
Liberia and Panama have supported the US at the talks on the Net Zero Framework. The Marshall Islands has long been one of the most vocal supporters of climate action in shipping but, with its officials and shipping registry income vulnerable to US retaliation, did not sign on to the recent Pacific proposal vowing to strengthen the NZF if it is re-opened.
Brazilian negotiator Adriana de Medeiros Gabinio warned in April that the NZF’s opponents are trying to change the rules by which it comes into force as a “safety net to block” it.
The post Battle over cleaning up shipping set to resume at London talks appeared first on Climate Home News.
Battle over cleaning up shipping set to resume at London talks
Climate Change
Coles, Woolworths failing on deforestation commitments
SYDNEY, Wednesday 26 August 2026 — New 2026 Sustainability Reports released by supermarket giants Coles and Woolworths this week demonstrate the retailers are failing on their commitments to end deforestation in their supply chains.
Adele Chasson, Nature Policy Lead at Greenpeace Australia Pacific said:
“These so-called sustainability reports are revealing. Despite their public commitments in 2024 and 2025, neither Coles nor Woolworths have taken deforestation-linked beef off their shelves. Meanwhile, bulldozers continue to tear up forests and bushland, pushing wildlife closer to extinction and causing mass toxic runoff to flow into the Great Barrier Reef. Millions of native animals like koalas are losing their homes to beef pastures each year, while the big supermarkets put off action.
“Australians would be shocked to know that beef on the shelves of our biggest supermarkets could be pushing threatened species to the brink of extinction. Collectively Coles and Woolworths have made more than $2 billion in profits in the last year, profiting from the destruction of wildlife and precious Australian nature. Coles and Woolworths owe it to shoppers to deliver on their promises and end deforestation in their supply chains now.
“As big beef buyers, Coles and Woolworths have an essential role to play in keeping Australia’s unique forests standing. They can help stop the Great Barrier Reef from being poisoned by runoff and protect iconic forest wildlife by taking deforestation off their shelves. It’s time these big companies put their money where their mouths are and follow through on their promise of sourcing and supplying deforestation-free beef.”
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