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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。

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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%。

八月和九月的热浪推高了电力需求和煤炭使用量

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%。

到2024年,中国风电和光电增长将继续打破纪录

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。

2024年第三季度中国C02排放量保持平稳

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。

石油和建筑业排放量下降抵消了电力排放量的增加

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.

分析:尽管煤电反弹,但中国2024年三季度碳排放未增长

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Climate Change

Fossil fuel expansion threatens COP31 hosts’ credibility, experts warn

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Türkiye and Australia risk losing their credibility as hosts of this year’s COP31 UN climate summit if they keep betting on fossil fuels at home, climate policy experts have warned. 

As governments are expected to continue fraught talks over how to advance the global transition away from oil, coal and gas in Antalya this November, both of the co-host countries are pursuing fossil fuel expansion at home, without a national timeline to phase out their use.

Türkiye has accelerated its rollout of wind and solar energy in recent years. But that progress has yet to make a dent in the country’s dependence on fossil fuels for power, as demand growth has outpaced the renewables build-out, new analysis by Climate Action Tracker (CAT) has found.

The share of electricity generated by burning coal and fossil gas – 56% in 2025 – has barely changed since 2019, and total fossil fuel use in the power sector, and the emissions it produces, are still rising, according to the report released on Friday.

The Turkish government has also signalled that fossil fuels will remain a central component of its energy mix and has outlined plans to expand the country’s burgeoning domestic gas production in the Black Sea.

‘Need to demonstrate seriousness’

Australia, which will chair the Antalya negotiations, relies on fossil fuels for over 60% of its electricity, with coal alone still supplying 45%. According to experts, it lacks an ambitious plan to shift away from fossil fuels at home, relying heavily on carbon offsetting to reach its climate targets.

Australia is also the world’s third-largest fossil fuel exporter and has plans to expand its coal and gas production, which is backed by significant government subsidies. It recently upset climate groups by approving an extension of the Saraji open-cut coal mine in Queensland.  

Türkiye says it has “final decision” at COP31 despite Australia running negotiations

Jennifer Morgan, a senior fellow with the Fletcher School of Law and Diplomacy at Tufts University and former climate envoy for Germany, said Türkiye and Australia need to demonstrate their seriousness about their COP presidency roles by leading by example on the energy transition.

“They have made progress in renewable energy,” she told reporters this week. “But I think their credibility – and their ability to therefore bring momentum and good outcomes to the COP – will depend on their taking further action at home.” 

Türkiye’s electrification homework

The co-hosts’ fossil fuel policies are being scrutinised in the run-up to the annual UN climate summit, with much riding on the signal climate diplomacy sends on the energy transition.

Türkiye has so far stopped short of putting any overt political capital behind the fossil fuel transition itself. It has instead been rallying support for a new global electrification target of 35% by 2035, seen as the centrepiece of this year’s non-negotiated Action Agenda put forward by Ankara.

Electrification emerges as COP31 priority

COP31 president Murat Kurum said last week the push to electrify economies – through measures like electric vehicles and heat pumps – will “automatically” lead to a reduction in the use of fossil fuels.

Türkiye’s own energy plan projects the country’s electrification rate would fall short on the global target and only hit 25% by 2035, according to the CAT report, which called for a “substantial step-change” in electrification policies and the deployment of more renewable power and grid infrastructure. 

Coal still dominant

CAT’s analysts also warned that, without a parallel phase-out of fossil fuels, rising electricity demand risks being met in part by coal and gas, failing to deliver the emissions reductions the electrification target is meant to achieve. 

Türkiye has had some success in its clean energy build-out: the share of electricity generation from wind and solar rose to 22% in 2025, up from 12% in 2020, according to the CAT report.

But coal’s role in Türkiye’s electricity mix has also grown, in both its share and absolute terms, over the past decade. And while reliance on fossil gas has declined overall, it still plays an important role in Ankara’s energy policy, which is pushing to boost domestic gas production in the Black Sea.

Pilot boats assist the Osman Gazi as it navigates the Bosphorus on its way to the Black Sea on May 29, 2025 in Istanbul, Turkey. The platform will dock at the Filyos Port in the Black Sea and will stay for a 20 year mission and will provide double the natural gas intake of Turkey to 20 million cubic meters per day. (Photo by Chris McGrath/Getty Images)

Pilot boats assist the Osman Gazi as it navigates the Bosphorus on its way to the Black Sea on May 29, 2025 in Istanbul, Turkey. The platform will dock at the Filyos Port in the Black Sea and will stay for a 20 year mission and will provide double the natural gas intake of Turkey to 20 million cubic meters per day. (Photo by Chris McGrath/Getty Images)

Dr Niklas Höhne from the NewClimate Institute said the government could demonstrate leadership as COP31 president by building on its recent successes in increasing its renewable energy capacity and announcing targets and plans to phase out coal and gas ahead of the summit.

According to CAT, Türkiye should phase out coal by 2040 and fossil gas by 2045 at the latest to align its power sector with global efforts to limit the rise in global temperatures to 1.5C above preindustrial times. 

Türkiye quiet on fossil fuel roadmap

Ümit Şahin, coordinator of climate change studies at the Istanbul Policy Center (IPM), said Türkiye’s strategy is to approach the fossil fuel debate exclusively from the “end-use point of view”.

“I don’t expect any push from the Turkish presidency to the producer countries in terms of fossil fuel production,” he told reporters.

Neither does Şahin believe the Turkish presidency will throw its political weight behind another big-ticket item for COP31: a new global roadmap to transition away from fossil fuels. 

Brazil took on the responsibility to voluntarily draft this document outside of the formal negotiations as a way to break the deadlock at last year’s UN summit in Belém when governments clashed over whether to develop one. 

The outgoing COP30 presidency will deliver the roadmap in early November – but it will be up to Türkiye and Australia to guide countries towards a decision on how the blueprint will be taken forward, either inside or outside the negotiations.

Leadership needed

Australia’s Chris Bowen, COP31’s president of negotiations, promised to lobby producing countries to deliver a “meaningful step forward” on the fossil fuel transition in an interview with The Guardian earlier this year. But he has been quiet on the role Australia sees for the fossil fuel transition roadmap. 

Natalie Jones, senior policy advisor at the International Institute for Sustainable Development (IISD), said the COP31 co-presidents “must provide clear leadership” on this process.

“This roadmap cannot be left in a dusty drawer,” she told journalists. “Rather, it must be translated into action, with all countries identifying what elements they can adopt or develop in their own national roadmap.”

    Like Türkiye, Australia has yet to produce a national blueprint for winding down coal, gas and oil. Rather than moving toward a phase-out, state and federal governments have kept expanding fossil fuel licensing over the past year, according to a new analysis published this month by Climate Analytics.

    Under existing policy, both coal and gas are on track to remain in Australia’s power system as late as 2050 – a trajectory the report defines as incompatible with the 1.5C limit the country says it’s committed to. 

    No binding end dates for the Netherlands

    Analysts are watching out for national transition roadmaps as a bellwether for governments that claim to be leaders in the global shift away from fossil fuels.

    The climate and environment ministers of Colombia and the Netherlands, which are co-hosting the Santa Marta conference, embrace on the podium during the high-level segment in Santa Marta, Colombia, April 28, 2026 (Photo: Colombia Ministry of Environment and Sustainable Development)

    The climate and environment ministers of Colombia and the Netherlands, which are co-hosting the Santa Marta conference, embrace on the podium during the high-level segment in Santa Marta, Colombia, April 28, 2026 (Photo: Colombia Ministry of Environment and Sustainable Development)

    The Netherlands, which co-hosted the first fossil fuel transition conference in Santa Marta this year, published its own domestic roadmap earlier this week. The document followed through on a pledge that “leadership on transitioning away from fossil fuels must be backed by concrete action, not just ambitious words”, said a spokesperson for Stientje van Veldhoven, the Dutch minister for climate policy.

    But experts criticised the plan for failing to set a binding end date for the country’s fossil fuel production and use. While targeting a rapid increase in renewables capacity, the Dutch government only commits to phasing out oil, gas and coal “in the energy and feedstock system to eventually zero, and to minimise fossil use” by 2050. 

    Yvo de Boer, a former Dutch diplomat and executive secretary of the UN climate body, said the Dutch roadmap falls short of what’s needed to give industry the confidence to deploy capital in support of the energy transition with greater predictability. 

    “Ultimately, a roadmap without deadlines is nothing more than a footpath paved with good intentions,” he added, writing on LinkedIn. 

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    How clean energy can boost business for Africa’s food producers

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    Despite millions of dollars in grants and technical help for African businesses to power farming and other food production activities with renewable energy, most efforts remain stuck at the early stages because they struggle to find the investors, markets and expertise they need to grow.

    This was the message from a coalition of global institutions working on energy, water and agriculture at this month’s Africa Food Systems Forum in Kigali, Rwanda.

    “Energy, agriculture, water and nutrition actors rarely design solutions together,” the Agri-Energy Coalition said in a Call to Action on powering food systems with clean energy.

    Using more renewables – especially solar power – to drive food systems would reduce food losses, ensure year-round availability and affordability of healthy foods, and improve productivity, income and resilience among farmers, food processors and other small enterprises, the coalition added.

    In an interview with Climate Home News at the forum, Olamide Niyi-Afuye, CEO of the Africa Minigrid Developers Association (AMDA) – a body representing private-sector developers of small-scale, off-grid electricity systems across the continent – said its members are starting to recognise this interdependence and are increasingly considering businesses that combine energy with agricultural activities.

      This, Niyi-Afuye added, could lead to greater supply and use of clean power for key processes like irrigation, food processing and storage, creating new sources of revenue for both sectors.

      CHN: Conversations at the Africa Food Systems Forum highlighted how organisations working in energy and agriculture often operate in silos. What has hampered their collaboration, and how has that affected Africa’s economic development?

      A: Most mini-grid companies in Africa were primarily incentivised to achieve connections. If you look at some ongoing projects, you see a cost-per-connection model [of revenue]. When a subsidy is tied to achieving a connection, regardless of whether it is a productive connection, you might not notice the problem until five years down the line, when you realise the cash flows are not what you projected.

      Despite African walkout, fractious land COP ends without drought deal

      So now we’re in a “come-to-Jesus moment” as an industry, where we’re righting the wrongs and adjusting our business models to make sure companies do not go bust and there is some level of sustainability over the long term.

      The saying is not wrong that we’ve been working in our own silos because we’ve focused on the smaller things instead of the helicopter view. There needs to be cross-pollination [between the energy and agriculture sectors] because, if we are thinking about industrialisation, energy is a key driver of industrialisation. We will not achieve that if we’re not in the room and part of those conversations.

      CHN: Productive use of energy is intended to ensure electricity access goes beyond lighting homes to improving livelihoods, creating jobs and powering equipment. But what happens when farmers cannot afford the equipment they need to do that? How can energy, agriculture and equipment players work together to make the transition more accessible?

      A: That’s why we’re having conversations with companies set up to de-risk the agriculture sector. By leveraging that connection, we’re able to aggregate potential energy needs and develop instruments that make equipment more affordable through bulk procurement.

      We can have arrangements that make it easier for farmers and food producers to lease equipment and eventually own it over a period. There’s no real pressure to recover the capital very quickly because you’re looking at scale.

      Rice farmer Danjuma Okuwa adjusts his newly installed electric rice milling machine at his compound in Rukubi, Nasarawa, Nigeria, September 27, 2022. (Thomson Reuters Foundation/Afolabi Sotunde)

      Rice farmer Danjuma Okuwa adjusts his newly installed electric rice milling machine at his compound in Rukubi, Nasarawa, Nigeria, September 27, 2022. (Thomson Reuters Foundation/Afolabi Sotunde)

      There is a whole lot across the agricultural value chain that needs energy, from farming and harvesting to food processing and value-addition. We need to understand the energy needs across the value chain and bring our members in to provide solutions.

      Developers do not necessarily need to provide every productive-use solution themselves. They can partner with equipment suppliers, financiers, agribusinesses and other service providers to enable customers to use electricity productively. The objective is simple: do not just electrify communities; enable economic activity that uses that electricity.

      CHN: When Africa’s industrialisation is discussed, you hear things like renewables cannot provide enough baseload, while some food processors are sceptical about switching to renewable energy because of these concerns about reliability. What is your response?

      A: It’s not a controversial statement to say that a typical baseload is usually from the grid, and it’s usually from multiple sources including renewable energy. For large-scale operations, we can look at blending multiple sources of energy. But how do we solve the problem of a mid-sized farmer? We can solve it with a mini-grid using renewable energy.

      Comment: Every country needs a model to help optimise its energy transition

      If you go to a small farmer in a rural area, they don’t care about what source of energy they’re getting. They just want something that can help them get from A to B. If you look at the direct energy needs of farmers and food processors, I’m sure 90 percent of their consumption can be solved by renewable energy. Let’s start with that problem first. Then, as they scale, they might need to ramp up, and we can start talking about a bigger baseload.

      CHN: How much agricultural value is lost because farmers and food businesses lack reliable, affordable electricity?

      A: If you look at, for example, the fact that we need to maybe plant tomatoes or strawberries in Jos before it gets to Lagos [Nigeria], which most likely is by road, I can assure you that a good chunk, if not stored properly, would be bad by then. So the fact that we do not have energy is in itself a lost opportunity to maximise the potential of the agriculture sector. So until we’ve solved the energy problem, we will not salvage waste – and for me that is a lost opportunity.

      CHN: AGRA, an institution focused on scaling agricultural innovations to help smallholder farmers, estimates a massive shortfall between current investments in the continent’s food systems and what is actually needed to build a resilient, profitable agricultural economy – to the tune of $180 billion per year. Can integrating energy into food systems help bridge that gap?

      A: Yes – if energy can help unlock the potential to earn more money, investors will follow the money. Investments go where there is certainty, and until there is certainty around cash flow and revenue, investment will be limited.

      My vision is to see more Power Purchase Agreements (PPAs) being signed between energy players and the agriculture sector. We can start by getting people into the room, understanding their pain points, crafting a framework and documentation that works for both parties, and then seeing deals happen.

      This interview was shortened and edited for clarity.

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      Human security relies on adapting to the world’s new climate reality

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      Cristina Rumbaitis del Rio is a senior advisor on adaptation and resilience with the United Nations Foundation and Mattias Söderberg is global climate lead at Danish NGO DanChurchAid.

      Recent extreme events – from wildfires and heatwaves in Europe to flash flooding following a glacier collapse in Nepal – have shocked and devastated communities, bringing years of warnings about such climate impacts to the doorstep of communities around the world.

      One thing is certain: the new climate reality is here – and the adaptation strategies designed for yesterday’s world are no longer sufficient.

      Attribution science has since shown that the hotter and more frequent heatwaves we’re experiencing around the world would have been virtually impossible without today’s high concentrations of greenhouse gases in the atmosphere. Climate shocks are now so severe that they reverberate through supply chains, food and water systems, financial markets and the movement of people.

        They must be a catalyst for a new way of thinking about adaptation and resilience, and how we finance solutions that work. A failure to invest in adaptation in one region can create costs far beyond it, which is why the concept of shared resilience is critical for leaders to grasp.

        Investment not charity

        At the UN General Assembly (UNGA 81) this month, leaders have an opportunity to translate today’s urgency into concrete commitments on adaptation and loss and damage finance ahead of COP31.

        Those commitments are needed to underpin global stability, shared prosperity and human security. Governments should use this moment to show what a new response looks like: finance that reaches communities faster, supports locally grounded solutions, strengthens national systems, and helps countries prepare before the next shock arrives.

        If we want sustained economic growth, food and water security, and resilient and prosperous societies across every region, adaptation must be at the heart of today’s development and security agenda. It cannot be just a future planning consideration or a narrow issue for climate ministries. Adaptation is now everyone’s business – and it must be financed fast and fair.

        UN Secretary-General António Guterres has repeatedly framed climate finance as an investment rather than charity, warning that “a world in climate chaos cannot be a world at peace” and describing human security as freedom from the chronic and sudden disruptions that climate change multiplies.

        What’s more, adaptation delivers a real return-on-investment, with researchers estimating that every dollar invested produces $10 in benefits, saving lives, protecting livelihoods, and reducing the costs of future disasters.

        Hitting adaptation limits

        The urgency to scale adaptation systematically is growing. The newly released “Limiting Overshoot” report from the UN Environment Programme (UNEP) confirms what scientists have long warned: exceeding global warming of 1.5C is now unavoidable under current policies. Yet, how high temperatures rise – and how long the world remains above the 1.5C threshold – will determine whether communities, economies and entire ecosystems can keep pace.

        There are limits to adaptation. When we breach those limits, lives and livelihoods are lost, and people and ecosystems suffer greatly. We cannot simply build yesterday’s infrastructure a little stronger and assume it will be enough.

        Nepal flood destruction shows “limits to adaptation”, scientists say

        We need to fundamentally change the systems that determine how societies anticipate, absorb and recover from both immediate and evolving non-linear climate shocks. This includes transforming physical systems, such as infrastructure, and the governance systems that affect where and how we live to how we maintain our health and wellbeing.

        Finance today is nowhere near the scale of the challenge.

        The UNEP “Adaptation Gap Report 2025” estimates the shortfall in adaptation finance in developing countries at $284 billion–$339 billion a year – roughly 12 to 14 times current international public flows of around $26 billion. That gap is a development, economic and human security problem, especially for the most vulnerable populations who have contributed the least to causing the climate crisis.

        Building resilience into financial systems

        There are already signs of what a more systemic adaptation response could look like. Communities around the world are delivering practical solutions at local level, even as adaptation finance remains notoriously, and appallingly, difficult to access. Cyclone-resistant homes, local forecasting capacities, drought-resistant crops, heat insurance for pregnant informal workers and mangrove restoration are rooted in local knowledge and lived experience, while delivering benefits far beyond the communities where they originate from.

        But local innovation alone is not enough; the systems around it need to be resilient too.

        Jamaica offers one example. The country has built a multi-layered disaster-risk financing framework, including a catastrophe bond and contingency funds, through sustained fiscal discipline and proactive investment. Its debt-to-GDP ratio fell from around 147% in 2012 to around 62% in 202-25. That groundwork matters when disaster strikes.

        Hurricane Melissa’s destruction shows need for climate resilience push

        Following Hurricane Melissa, Jamaica was able to secure billions of dollars in reconstruction financing from multilateral banks – finance that might otherwise have been much harder to access. The lesson is clear: resilience can be built into the financial architecture of a country before a crisis arrives. That is the shift we now need to make at scale.

        The foundations already exist – in Kingston’s fiscal reforms, in early-warning systems from the Sahel to the Pacific, and in every community that adapted before disaster struck. What is still missing is the political will, and the finance, to take what works and put it to work everywhere, at the speed our world’s new climate reality demands.

        To hear more on this issue from high-level officials and experts, sign up for this event during Climate Week NYC, at 8am EDT on September 24 (in person or online), moderated by Climate Home News Editor Megan Rowling: Adapting to the New Climate Reality: Why Accelerating Impacts Demand New Responses.

        The post Human security relies on adapting to the world’s new climate reality appeared first on Climate Home News.

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