2024年对中国的能源和气候发展而言是重要的一年。二氧化碳(CO2)排放量增长全年都徘徊在2023年水平附近,这使得中国在2030年前实现碳达峰的可能性增加。
中国可再生能源的快速发展将煤电占比推至历史最低水平,同时全国碳市场覆盖的行业范围也进一步扩大。

在全球层面,中国在阿塞拜疆巴库举办的COP29联合国气候谈判上发挥了重要作用。然而,由于中美贸易关系日趋紧张,此前给全球气候行动带来希望的两国合作受到威胁。
在即将上任的特朗普政府的领导下,美国在气候谈判中的影响力预计将减弱,因此中国在气候雄心方面的表态——例如其计划在2025年发布的国际气候承诺——将成为决定国内外脱碳进程速度的重要因素。
Carbon Brief向10位顶尖专家询问了他们对中国未来一年的期待。他们的回答已经过编辑,以保证简洁明了。
杨木易博士(Dr Muyi Yang)
Ember高级电力政策分析师
2025年,中国需要在保持经济增长与推进脱碳议程之间找到微妙的平衡。要实现这一平衡,不仅需要扩大风能、太阳能和储能等可再生能源的规模,还需要对长期以来在中国能源安全和经济活动中占据核心地位的煤电进行重大转型。
这不仅仅是关闭少数几家燃煤电厂那么简单,而是要处理好煤电生态系统衰退所带来的更广泛的紧张关系和冲突。这些影响将波及电企、物流公司、采矿企业、设备制造商以及煤化工行业,以及围绕它们建立的社会经济体系。
随着中国临近关键的转折点——预计在2026年开始的“十五五规划”内实现煤炭消费的绝对减少——中国现在就需开始为这一转型进行规划。在维护经济稳定、确保能源安全和履行气候承诺的同时,成功驾驭这一复杂过程将是中国在2025年及以后取得成功的关键。
林伯强教授(Prof Boqiang Lin)
中国能源政策研究院院长
2025年,中国能源和气候发展的重点是通过几项关键举措推进“双碳”目标。“新能源”的部署将加速,海上风电、分布式光伏和分散式风电预计将显著增长。新增风电和光伏装机容量预计将至少达到200GW。(去年新增装机超过300GW)。核电将稳步推进,预计到2025年底,核电运行装机容量将达到65GW。同时,促进“煤炭清洁高效利用”工作也将取得进展,更清洁和灵活的煤电系统将继续支持风电和光伏的快速增长。
储能技术和智能电网将进一步扩展,从而促进可再生能源的大规模并网,而虚拟电厂和大规模车网互动试点的发展也将提升电网效率与能源交互能力。电动汽车(EV)配套基础设施将受到更多关注,以支持电动汽车普及率的快速提高。碳市场有望扩大到更多领域,碳价格也将逐步提高。
姚喆(Zhe Yao)
绿色和平东亚分部全球政策顾问
今年将是一个重要的里程碑。作为“十四五规划”的最后一年,我们将看到中国能否回到实现既定能源和碳强度目标的轨道上来。中国未来十年的气候计划(即新的国家自主贡献)也将发布,其雄心也将接受考验。
这也是我们或可确认中国能源消费结构转变的一年,其标志着碳达峰是否到来。这一趋势的关键指标是可再生能源能否满足所有新增电力需求。
一个更为严峻的考验是,气候方面的当务之急能否以及如何应对地缘政治的挑战。中国将面对白宫易主,以及来自欧盟在清洁产业领域日益激烈的竞争,因此中国与其传统气候伙伴之间的关系需要重塑。希望到2025年,新的气候伙伴关系能够适应不断变化的经济和地缘政治环境。
陈志斌(Zhibin Chen)
阿德菲(Adelphi)碳市场与定价高级经理
展望2025年,我认为中国碳市场的发展在几个方面大有可为。其中包括:
- 显著扩大全国碳排放权交易市场(ETS)的覆盖范围,正式纳入钢铁、水泥和铝行业;
- 在自愿碳市场上启动中国核证自愿减排量(CCER)证书的签发、交易和使用,以履行合规义务;
- 转变全国碳排放权交易市场结构,使其从基于(生产单位排放)强度的限额转变为基于总量(以二氧化碳吨数计)的绝对限额;
- 允许交易员和投资者参与全国碳排放权交易市场中的碳排放配额(CEA)交易。
其中,前两点几乎可以确定将在2025年实现,我希望其能顺利实施。后两点已被生态环境部的政策制定者提及,我希望政府能为其制定明确的时间表和实施路线图。
麦怡瑞(Dr Ilaria Mazzocco)
战略与国际研究中心中国商业与经济理事会主席、高级研究员
我关注的是中国如何应对日益紧张的对外商业关系,以及国际上对中国海外直接投资需求的增长。清洁技术——尤其是太阳能、锂电池和电动汽车这“新三样”——处于这些紧张关系的核心。
围绕气候技术制造和贸易未来的全球竞争正在酝酿,而这在很大程度上取决于中国产业的发展,包括国内需求和中国企业的盈利能力。同样重要的是,包括美国在内的中国的贸易伙伴(在未来的对华政策中)将倾向于何种类型的权衡和交易。
陈凯欣(Kyle Chan)
普林斯顿大学博士后研究员
2025年将是中国电动汽车发展的关键一年。中国国内市场的激烈竞争将进一步压低价格,激励先进驾驶辅助系统等功能上的创新,并使中国继续从燃油车向电车过渡。值得关注的是,中国出现的趋势是否会成为全球趋势的先兆,比如增程式(混合动力)电动车的流行和电池更换技术的改进。
在国际市场,中国的电动车和电池制造商正在开拓新市场,并通过在欧洲和东南亚等地大规模投资海外工厂来应对不断上升的贸易壁垒。一个重大问题是,这些投资能否得到回报,或这些市场的电动车需求是否会因当地充电基础设施不足等其他因素而受到制约。另一个关键问题是,其他国家将在多大程度上选择融入中国的电动车供应链,亦或尝试在中国周围建立供应链。
徐安琪博士(Dr Angel Hsu)
北卡罗来纳大学公共政策、环境、生态与能源副教授
我对中美在气候与能源政策上继续开展次国家层面合作的前景充满期待,尤其是两国在COP29上表现出强烈的兴趣。华盛顿州与中国代表团之间的多次技术交流等……都是令人鼓舞的发展。在过去一年所取得进展的基础上,我们已经制定了将这一对话持续到2025年的计划。
我尤其关注第三方国家和地区能否作为中立平台促进合作。例如,随着美国可能退出气候合作,中方与东盟的合作机会显著增加。中国在COP29上的积极行动,尤其是其在自愿气候融资方面的努力,使其有望在支持东南亚国家脱碳方面发挥领导作用,为区域可持续发展创造双赢局面。
弗朗顿·齐耶穆拉博士(Dr Frangton Chiyemura)
英国开放大学国际发展教育讲师
2025年,中国在能源和气候方面的若干发展值得关注。国务院在2024年设定了新目标,标志着中国朝2060年实现碳中和这一更广泛目标迈出重要一步。
这些国内政策正在影响中国的国际投资。我们可以预见,中国将加大在全球南方的小规模可再生能源项目的投资,这反映了其自身在可再生能源发展中的经验。
这一战略还包括加强与富含能源转型所需重要矿产的国家的合作,尤其是非洲国家。2025年1月,中国外长王毅展开了自2013年以来对非洲的第57次访问。他访问了乍得、刚果共和国、纳米比亚和尼日利亚,突显了这一重点,这些国家都拥有丰富的能源转型所需的矿产资源。
总体而言,这些进展表明中国正在全球气候行动和能源转型中,扮演更积极的领导角色。
刘爽(Shuang Liu)
世界资源研究所中国金融项目主任
随着在巴库举行的COP29会议设定了“新气候融资集体量化目标”,中国可通过南南合作,继续支持发展中国家的低碳和韧性转型。我们的研究显示,中国已是气候融资的重要提供者,2013年至2022年间年均提供近45亿美元。
数据显示,疫情后中国在海外的气候融资有所下降,但在过去三年一直在缓慢回升。未来气候融资增长的一个重要驱动力可能是中国及其利益相关方在发展中国家清洁能源转型中的持续投资。最近的一个例子是,在印度尼西亚总统普拉博沃·苏比安托(Prabowo Subianto)去年11月访问北京期间,中国和印尼签署了关于清洁能源生产和基础设施的协议。这类合作有助于能源转型,创造更多就业机会,并有助于全球南方实现其他可持续发展目标。
王珂礼(Dr Christoph Nedopil)
亚格里菲斯大学亚洲研究中心主任、经济学教授
2025年,在伙伴国日益增长的能源转型需求的驱动下,中国在绿色能源领域的参与可能通过“一带一路”倡议进一步发展。例如,印尼总统普拉博沃在2024年12月的G20会议上宣布加速绿色能源计划,并与中国签署新协议,突显了(与中国的)针对性合作在解决本地能源的优先事项方面的作用。这不仅包括对可再生能源的投资,还涉及电池制造等关键技术。
我也希望在以下三方面取得进展:一是加速低碳能源投资的同时逐步减少化石燃料投资;二是让本地员工更多地从绿色能源转型中获益,尤其是在西方对中国绿色科技产品实施更多贸易限制的情况下;三是如何在“一带一路”倡议中加快工业和自备能源的绿色转型。未来几年的一个特别之机是与亚洲其他许多能源国企分享中国国企在电力行业的经验教训。
The post 专家:中国2025年能源与气候行动将有哪些期待? appeared first on Carbon Brief.
Climate Change
Factcheck: No, Europe’s heatwaves are not being ‘caused’ by declining air pollution
This summer has seen Europe suffer through a series of record-breaking heatwaves.
Amid widespread media coverage of the number of deaths and the influence of climate change, the UK’s Daily Telegraph reported on new research with the incorrect headline: “Heatwaves caused by fall in pollution.”
The article was shared on social media by Richard Tice – deputy leader of the hard-right, climate-sceptic Reform UK party – along with a number of prominent rightwing commentators.
Tice claimed that “net stupid zero is contributing to rising temperatures, not helping”, adding that “we have been gaslit and lied to”.
GB News followed up with its own article, incorrectly headlined: “Britain’s scorching heatwaves caused by falling pollution levels, researchers find.”
Scientists tell Carbon Brief that the framing of heatwaves being “caused” by declining air pollution is “wrong”.
While a drop in pollution has reduced the cooling impact it has had in the past, the scientists say, Europe’s summer heatwaves are primarily becoming more extreme “as a result of greenhouse-gas-induced warming”.
Another scientist adds that “any attempt” to link this research to net-zero policies is “simply wrong”.
Fast warming
The extensive reporting around Europe’s heatwaves in recent months has often mentioned that Europe is the world’s fastest-warming continent.

The new study in question aims to unpack why Europe’s summer temperatures are rising more quickly than other regions of the northern hemisphere’s mid and high latitudes.
The research – published in Geophysical Research Letters – explores the role of air pollution and, specifically, how it affects circulation patterns in the atmosphere.
(The study focuses on long-term trends in European summers and does not include the very recent heatwaves.)
Human-caused emissions of aerosols – tiny, light‑scattering particles produced mainly by burning fossil fuels – have long acted to “mask” global warming. This is largely because they absorb or reflect incoming sunlight and influence the formation and brightness of clouds.
To understand how the climate of Europe – or any region – is changing, scientists need to take into account a whole range of factors, says Prof Bjørn Samset, a research professor at Norway’s Center for International Climate Research (CICERO), who was not involved in the work.
This includes “greenhouse gases, aerosols, land-use change, natural variability and how they all interact”, he says, adding:
“The effects of air pollution on circulation, which is the topic here, has long been difficult to pin down.”
As European countries improved their air quality through the second half of the 20th century, the cooling effect of aerosols has gradually been removed.
This can boost heatwaves in two ways – directly, by letting more sunlight reach the land surface and, indirectly, by influencing the jet stream.
Using hundreds of simulations from nine climate models, the new study finds that a decline in aerosols is resulting in more frequent “quasi-stationary Rossby waves”.
Rossby waves are huge meanders in the jet stream. Occasionally, they become slow-moving – or “quasi-stationary” – which allows weather systems to get stuck over one region, leading to prolonged heatwaves.
These circulation changes have contributed to Europe’s rapidly warming summers.
However, while Europe’s heatwaves are being influenced by declining aerosols, it is “wrong” to say they are being “caused” by them, says Prof Erich Fischer, a climate scientist at ETH Zurich.

Fischer, who was not involved in the study, tells Carbon Brief:
“Heatwaves are caused by high-pressure systems and are now much more frequent and intense because they are happening in a climate that is much warmer than 100 years ago as a result of greenhouse-gas-induced warming.
“The paper shows that the greenhouse-gas-induced summer warming had been temporarily masked by air-polluting aerosols. The full extent for European summers only becomes visible now as the air-polluting aerosols have declined.”
Samset adds:
“Air pollution never causes or removes global warming, it only temporarily moderates it.”
Study lead author Dr Pedro Roldán‐Gómez, an associate researcher at the Barcelona Supercomputer Centre, is quoted in the Daily Telegraph saying that “most” of the “excess warming” in Europe, beyond that of comparable regions in the northern hemisphere, can be linked to declining aerosols.
But, earlier in the article, the newspaper interprets this as, simply, “most of the extra heat experienced in Britain and Europe” is down to air pollution.
GB News uses a similar phrasing, reporting that “much of the additional warming across Britain and western Europe since the 1980s is linked to the sharp decline in airborne particles known as aerosols”.
This is “misleading”, says Fischer, while Roldan-Gomez tells Carbon Brief that this is a “tricky point”, which “could lead to wrong interpretations if not properly explained”. He adds:
“The contribution of greenhouse gases is, in any case, the most important factor.”

Cleaner air
The Daily Telegraph’s article was seized upon by Reform’s Richard Tice to claim that “cleaner air” was causing higher temperatures, rather than CO2.
This continued his position – refuted by long-established climate science – that CO2 does not drive global warming.

Tice also claimed in his post that net-zero policies are “contributing to rising temperatures”. Tice appears to be linking declining air pollution to a shift from fossil fuels to renewable energy.
Samset points out that net-zero became a goal “decades later” than the cumulative efforts to reduce air pollution since the 1980s and that it is “simply wrong” to link it to the study.
“The scientific community will keep working to understand how greenhouse gas warming and air pollution interact,” he says, but “nothing we do will change the fact that the consequences of global warming are due to human-induced CO2 emissions”.
Fischer adds:
“Let us not forget that cleaning up air-polluting aerosols is highly desirable. According to the World Health Organisation, 7 million people still die prematurely every year due to air pollution.”
Clean air legislation
Finally, the Daily Telegraph article and the study itself both attribute Europe’s declining air pollution from the 1980s onwards to the Montreal Protocol.
This is a “glaring error”, Samset says, and it is “surprising that it wasn’t picked up” in the peer-review process for the study. He explains:
“The Montreal Protocol did not deal with air pollution. It dealt with ozone-depleting gases and has been an extremely successful multi-national effort against environmental damage. “
Clean air legislation was already in place in many European countries by the time the Montreal Protocol was signed in 1987, says Samset.
In response, Roldán‐Gómez says that while the protocol did not target aerosols specifically, it “boosted the clean air policies”.
The post Factcheck: No, Europe’s heatwaves are not being ‘caused’ by declining air pollution appeared first on Carbon Brief.
Factcheck: No, Europe’s heatwaves are not being ‘caused’ by declining air pollution
Climate Change
Access to finance ‘strengthens climate resilience’ among sub-Saharan women
Empowering women through greater access to finance could “strengthen” households’ resilience to “climate shocks”, according to a new study.
Published in Climate Risk Management, it analyses the impact of financial access on “women-headed households” in sub-Saharan Africa.
The study finds that where women had formal financial access – such as through owning a bank account – households were more able to withstand short-term shocks.
It adds that “climate shocks”, such as extreme weather events and the impacts of climate change, can cause economic crises, which destabilise communities and households.
However, the authors say that in order to protect households from long-term climate vulnerabilities – including “droughts, floods and sea-level rise” – financial access would need to be paired with wider efforts to tackle gender inequality.
They add that the findings could have important implications for policy in sub-Saharan Africa, where many countries and households are vulnerable to climate disasters.
Financial inclusion
The study highlights that entrenched gender disparities mean many women still have unequal access to financial services in sub-Saharan Africa
For example, women are still less likely to have their own bank accounts and instead are often dependent on male relatives for access to finance.
The number of women with access to an account in the region had risen to 52% as of 2024, according to data from World Bank Group.
However, as shown in the chart below, the gap between men and women has also increased, rising from just under 5 percentage points in 2011 to 12 in 2024.

Using survey data from Afrobarometer, the new study analyses 25,511 women-headed households across 37 sub-Saharan countries.
The authors use the Organisation for Economic Co-operation and Development’s (OECD) framework to measure “financial inclusion”. This looks at factors such as having a bank account, owning a mobile phone and having internet access.
Francis Anaisie, a co-author on the study, tells Carbon Brief the researchers were motivated by the UN’s sustainable development goals (SDGs). Anaisie, an economist at the University of Cape Coast, Ghana, says the study specifically looked at SDGs five and 13, on gender equality and addressing climate issues. He adds:
“Financial inclusion is one of the key policy tools for empowering women or for empowerment. But as to whether this actually translates into better climate outcomes for women is not known or is limited; this study seeks to address that gap.”
The study finds households with higher levels of financial access for women had higher levels of women’s empowerment, when this is defined as the ability to make choices and have control over economic and social outcomes.
This was checked by cross-comparing financial access against different measures of women’s empowerment, such as financial security, voting rights and connection to communities.
In particular, the study found that “financially included” women had greater political and economic empowerment, such as financial security and voting rights. On some measures of social empowerment, however, the link was weaker – financial access alone was not enough to erase cultural and social barriers to gender equality.
Women and climate change
It has been well documented that women are more vulnerable to the impacts of climate change than men.
Environmental shocks affect women disproportionately due to a range of factors. These include income disparities, higher rates of displacement and unequal access to land.
Financial inequality and barriers to economic resources, such as needing internet access to make digital payments, play a key role in climate vulnerability, says Tracy Kajumba. She is director for the Least Developed Countries initiative for Effective Adaptation and Resilience (LIFE-AR) interim secretariat at the International Institute for Environment and Development (IIED).
Kajumba, who was not involved in the study, explains to Carbon Brief:
“Women are on the front line doing farming, planting, harvesting and these things that are all impacted [by climate change]. If they don’t have the income to invest either in drought-resistant crops or water-saving technologies, it becomes difficult for households to adapt.”
Calculating climate resilience
The new study measures the impact of financial inclusion on women’s empowerment and, in turn, on climate resilience.
It evaluates a household’s ability to withstand and recover from “shocks and stressors” by using a UN Food and Agriculture Organization metric for “resilience index measurement and analysis” (RIMA).
For example, questionnaires are used to gather information about households in certain areas. The data is then used, together with key indicators, to quantify a household’s resilience to food insecurity, climate variability and economic crisis, amongst other risks.
The 25,511 households surveyed across sub-Saharan Africa were found to be relatively resilient overall and had a high capacity to bounce back from climate shocks. However, they had much lower ability to adapt, in order to build protective capacity in advance of extreme events.
In addition, the study finds that women’s financial empowerment had a positive impact on a household’s ability to “absorb” a climate shock, suggesting that financial access is critical for responding to climate change.

Increased empowerment through financial access enables women to make decisions about planting crops, to access credit in emergencies and to buy or sell food at a better price, the study notes.
For example, it says increased financial access and women’s empowerment help households to deal with the immediate consequences of an extreme weather event, such as a drought. This could be through building community mutual-support networks and by enabling access to savings, to keep the household running.
Anaisie says the study shows women’s empowerment has a significant impact on climate resilience. He tells Carbon Brief:
“If we include women in the financial system, in the case of any climate issue they can save, they can be independent, they can rely on investment to absorb these shocks. This empowerment will help them to be more resilient to climate shocks…We can make progress because SDG goals are all about inclusiveness. It’s all about inclusive growth.”
However, the study notes that financial access does not necessarily create long-term change, which would make the household less vulnerable to extreme weather in the first place.
The authors suggest that lasting structural and cultural change is important for bringing about long-term resilience. They say that policies to address gender inequalities would help bring this about.
They say such policies could include gender-sensitive agricultural credit schemes, subsidised climate insurance for women farmers in drought-prone regions, joint land-titling programmes and quotas for women in local climate-adaptation committees.
Such policies would have helped women impacted by recent severe floods in Ghana to protect their savings, Anaisie explains. He tells Carbon Brief:
“Women are engaged in economic activities, especially informal activities. They have resources and money, but when the flood came in, many women lost that. If they had access to insurance, this flood wouldn’t have cost them that much.
“So, if the government comes out with financial initiatives, training, civic education and gender-focused initiatives, leadership training, women will be empowered and this will translate into their resilience with regards to climate change.”
Addressing climate vulnerability in sub-Saharan Africa
The study could have policy implications for sub-Saharan Africa, a region particularly vulnerable to the effects of climate change. The region faces increasingly extreme weather, heatwaves, droughts, wildfires and floods, as well as food scarcity and threats to crops.
The study suggests that policies to address structural and cultural barriers to women’s financial autonomy could be a key way to build climate resilience across the region.
However, it recognises that even where financial access is expanded, gender norms and cultural constraints continue to shape women’s social empowerment. This, in turn, affects their ability to adapt to climate change in the long term.
Ultimately, addressing structural inequalities is needed to minimise climate vulnerability, says Kajumba. She adds that supporting adaptation with financial access can allow households to absorb shocks without falling into poverty – and to rebuild after climate impacts.
Kajumba says that supporting adaptation with women’s financial access can allow households to absorb shocks without falling into poverty – and to rebuild after climate impacts. She adds:
“When they are supported [with] microloans, savings and all that, you will see change in income, change in households, change in health and education for the children as well.”
However, Kajumba notes that structural inequalities still “amplify” women’s vulnerability to climate impacts and make it harder for them to exercise agency and leadership. She adds:
“The tools that are being used are not always favourable for women…When we look at women in leadership and participation, you cannot lead or you cannot participate unless you have some level of income.”
The post Access to finance ‘strengthens climate resilience’ among sub-Saharan women appeared first on Carbon Brief.
Access to finance ‘strengthens climate resilience’ among sub-Saharan women
Climate Change
State of the climate: Rapidly developing El Niño raises chance of record-warm 2026
As 2026 passes its halfway point, the world is watching one of the most rapidly intensifying El Niño events in the modern record take shape in the tropical Pacific.
The developing El Niño is boosting expectations for global temperatures, both this year and next.
El Niño is the warm phase of a recurring climate pattern in the tropical Pacific that releases heat from the ocean into the atmosphere, temporarily raising global temperatures and reshaping rainfall and extreme weather around the world.
Carbon Brief’s “state of the climate” report in April gave 2026 a 19% chance of setting a new global temperature record.
That chance now stands at 35% – a near-doubling in four months – with virtually all of the change driven by ever-stronger El Niño forecasts.
The key findings from the first half of 2026 include:
- The first six months of 2026 were the third-warmest start to a year on record – around 1.4C above pre-industrial levels – behind only 2024 and 2025.
- While the first few months of the year came in as the fourth or fifth warmest, both May and June were the second-warmest ever recorded as El Niño conditions took hold.
- El Niño conditions arrived in April and reached the threshold for a “strong” event by June, when the Niño3.4 index reached 1.6C. Of the 667 model runs Carbon Brief examined, 91% project a peak later this year that is above the strongest El Niño in history.
- The chance that 2026 beats 2024 as the warmest year on record has risen to 35%. Carbon Brief’s central estimate remains that 2026 will be the second-warmest year, at around 1.51C above pre-industrial levels.
- Whether 2026 sets a record will depend on the dataset: the odds range from around two-in-three in NASA and Berkeley Earth data to around two-in-10 in ERA5 and one-in-10 in the JRA-3Q reanalyses.
- June 2026 was western Europe’s hottest June on record, amid a heatwave that set hundreds of individual records. Nearly 9% of the world’s surface saw record June warmth.
- The developing El Niño will have its largest impact on 2027, which Carbon Brief projects to be around 1.7C above pre-industrial levels – this would comfortably set a new record for the warmest year.
- Arctic sea ice has spent 39 days of 2026 so far at, or below, record daily lows following its joint-lowest winter maximum in the satellite era.
Third-warmest start to a year
Carbon Brief analyses records from six different groups that report global surface temperatures: NASA GISTEMP, NOAA GlobalTemp, Hadley/UEA HadCRUT5, Berkeley Earth, Copernicus/ECMWF ERA5 and the JMA JRA-3Q reanalysis.
The first half of 2026 was the third warmest on record in every one of the six datasets, behind only 2024 and 2025. The figure below shows annual temperatures since 1970, along with the 2026 year-to-date average (January-June) for each group.

January 2026 was only the fourth- or fifth-warmest January on record, as lingering weak La Niña conditions suppressed temperatures. Since then, each month has climbed the rankings.
La Niña is the cool phase of the El Niño-Southern Oscillation (ENSO). It typically brings wetter conditions to Australia, Indonesia and equatorial South America and drier conditions to the southern US.
March was second-to-fourth warmest across datasets, April the third and both May and June were the second warmest ever recorded, behind only the corresponding months of 2024.
The chart below shows how June 2026 (thick red line) came in around 0.08C below the June record set in 2024 in the average of the six datasets.
Meanwhile, Copernicus reported that global sea surface temperatures over the ice-free oceans set a new June record.

A record-breaking El Niño
ENSO is the largest source of year-to-year variability in global temperatures.
The most common way to assess the strength of an El Niño or La Niña event is by looking at the sea surface temperature anomaly in the “Niño3.4” region of the tropical Pacific.
El Niño and its sister La Niña occur when temperatures in the tropical Pacific are more than 0.5C (El Niño) or less than 0.5C (La Niña) below normal, where normal is defined by removing the effects of long-term climate change.
The thresholds for defining the strength of an El Niño or La Niña are above/below 1C for “moderate” events, 1.5C for “strong” events and 2C for “very strong” (or “super”) events.
After two years dominated by La Niña conditions, the tropical Pacific flipped decisively in April when the Niño3.4 index crossed the 0.5C El Niño threshold. It subsequently reached 1C in May and hit 1.6C in June, marking one of the fastest onsets in the observational record.
In the first few weeks of July, the index shot above 2C, significantly outpacing the speed at which any prior El Niño events developed.
Forecast models expect even more to come.
An analysis by Carbon Brief of the median of 667 model runs from 14 different modelling groups suggests that sea surface temperatures in theNiño3.4 region could peak at 3.59C between July and December.
More than 91% of runs predict the strongest El Niño event in the modern record. The previous record was set during the event of 2015-16, when temperatures peaked around 2.75C.
This is shown in the chart below, which features a histogram of the likelihood of different possible 2026 El Niño peaks across all the models on the top. The forest plot beneath shows the best estimate and range of outcomes predicted by each individual model.

The median forecast in every one of the 14 models suggests a peak that exceeds the 2C “super” El Niño threshold, with most models peaking in November or December.
Some caution here is warranted, however. Raw model Niño3.4 anomalies are measured against a fixed climatology. Because the entire tropical ocean has warmed due to human-caused greenhouse gas emissions, the models tend to overstate event strength relative to the historical record.
A cleaner comparison uses the relative Niño3.4 index (RONI), which subtracts the average tropical ocean warming.
This relative measure suggests the median forecast peak for El Niño in the latter half of 2026 is 3.1C. The prior record stands at a lower 2.69C, set in 1982-83.
Nevertheless, 77% of model runs still show a new record event occurring. This is shown in the chart below.

In summary, on both indexes, the central expectation is now for the strongest El Niño in the observational record.
Model forecasts made in the spring and early summer have historically shown some bias toward overpredicting event strength. However, forecasts made after the spring are considerably more reliable.
Widespread record warmth and a massive European heatwave
The map below shows the temperature anomaly for the first half of 2026 in the ERA5 dataset, relative to a 1981-2010 baseline period.

It shows how the largest warm anomalies were found across the Arctic – particularly north of Scandinavia and Svalbard – as well as western Europe, the western US, northern Mexico, central Asia, western China, eastern Russia and the Antarctic Peninsula region.
The developing El Niño is clearly visible as a tongue of warm anomalies stretching along the equatorial eastern Pacific. Only a few regions – central Canada, Alaska and parts of the Southern Ocean – saw temperatures below the 1981-2010 average.
Where 2026 ranks against history is even more striking. The map below shows where the period of January-June 2026 ranked among all 87 years in the ERA5 record, which stretches from 1940 to 2026. Grid cells marked in red saw temperatures in the first half of the year that were in the top-five warmest years.

More than 30% of the global surface had a top-five warmest start to the year and 7.1% saw its warmest on record, including much of western Europe, the eastern equatorial Pacific and the seas around Japan.
Not a single grid cell had a top-five coolest start to the year. In June alone, 8.9% of the world’s surface saw record warmth for the month. This is illustrated in the map below, where grid cells marked in red saw temperatures that were in the top-five warmest years and grid cells in blue in the top-five coolest.

The standout regional temperature event was a heatwave that struck Europe in late June.
Western Europe had its hottest June on record, recording an average temperature of 3.05C above the 1991-2020 average and beating the record set only a year earlier, according to Copernicus. A heat dome over 22-30 June broke 10 all-time national heat records and around 400 long-record station records.
France set a new June national record of 44.3C, while the UK broke its June record on three consecutive days, reaching 37.3C. The humid heat drove a death toll estimated in the thousands.
A separate heat dome also brought record June temperatures to parts of North America in late June.
On track to be second warmest, but a real chance at first
Carbon Brief’s updated projection for 2026 as a whole combines the observed January-June temperatures with the latest El Niño forecast. It uses a statistical model trained on the historical relationship between the first half of the year, ENSO conditions and annual temperatures observed over 1950-2025, excluding major volcanic eruption years.
Carbon Brief estimates that 2026 will be around 1.51C above pre-industrial levels, with a 90% range of 1.45C to 1.57C, shown by the yellow dot in the chart below.
This is up from 1.47C in the projection set out in April – and is notably more certain now that half the year has passed.
This central estimate would make 2026 the second-warmest year on record, just below 2024 (1.52C) and ahead of 2023 (1.43C) and 2025 (1.41C).

Carbon Brief’s modelling puts the chance that 2026 beats 2024 as the warmest year on record at 35%, using the average of the six different surface temperature records assessed. It puts the chance that 2026 comes in above 1.5C at around 63%.
If it does, 2026 would be the second calendar year – after 2024 – where warming averaged above 1.5C, in a further sign that the world is rapidly approaching the Paris Agreement’s 1.5C limit.
A single year above 1.5C does not by itself constitute a breach of the goal, which refers to the longer term average temperature of the planet. This is defined as the midpoint of a 20-year period by the Intergovernmental Panel on Climate Change (IPCC).
These likelihood of a record have been climbing rapidly throughout 2026.
Global temperatures so far throughout the year have run well below the record-setting levels of 2024 – around 0.13C cooler over the first six months.
On their own, temperatures observed so far in 2026 would make a new annual record unlikely.
However, rerunning the projection using only the data available at the end of each month since March – including both the year-to-date observations and the El Niño forecast issued that month – shows a shifting picture.
Using March data, 2026 had just a 7% chance of setting a new record. That rose to 16% in April, 24% in May, 27% in June and 35% using the latest data in mid-July.
This is shown in the chart below.

Notably, this rise has little to do with observed temperatures. The year-to-date anomaly has actually drifted slightly down, from 1.41C after March to 1.39C after June.
Observed temperatures and fewer remaining months of the year contributed only around four percentage points of the 28-point rise in the likelihood; the remaining ~84% of the change comes from successive upward revisions to the El Niño forecast for late 2026.
However, whether 2026 ends up becoming the warmest year on record may end up depending on which dataset is used.
Running the same projection gives odds of a 2026 record of around two-in-three for Berkeley Earth (66%) and NASA GISTEMP (65%), but only 35% for HadCRUT5, 24% for NOAA and just 13% and 9% for the ERA5 and JRA-3Q reanalyses, respectively.
This is shown below.

The divergence between projections mostly reflects how exceptional each dataset’s 2024 was.
The reanalysis approaches recorded a particularly warm 2024, leaving 2026 more ground to make up. GISTEMP and Berkeley, on the other hand, project 2026 modestly above their 2024 values.
A repeat of the situation in 2015 where different groups disagreed on record rankings is a real possibility. Headlines in January 2027 may hinge on choices of dataset.
2027 likely to be the warmest year in human history
The biggest climate story of the developing super El Niño may not be 2026 at all.
Global temperatures typically lag in the tropical Pacific by around three months. So, an El Niño event peaking in November and December 2026 will have its largest warming influence on 2027.
We saw this same pattern occur in 1997-98, 2015-16 and 2023-24 – where the year in which the El Niño developed was warm, but the following year was record-smashing.
Carbon Brief has extended its projection into 2027 by using the historical relationship between year-over-year temperature changes and ENSO conditions in the preceding autumn.
This yields a best estimate for 2027 of around 1.71C above pre-industrial levels, with a 90% range of 1.49C to 1.93C. This is shown by a yellow square on the chart below.

That would give 2027 a 92% chance of setting a new global temperature record and a 94% chance of exceeding 1.5C.
Taking 2026 and 2027 together, there is a 93% chance that at least one of the two years sets a new record.
The 2027 estimate is more uncertain than the 2026 one. As with 2026, there are uncertainties in the projection due to unknowns around exactly how strong the El Niño peak proves to be and how quickly it decays.
However, even the low end of the 2027 range would put it among the warmest years on record and the central estimate of 1.71C would exceed 2024 by nearly 0.2C.
If these projections bear out, the 2020s will have delivered new global temperature records in 2023, 2024 and 2027 – and potentially 2026 too – with a number of individual years well above the 1.5C threshold.
The long-term warming trend, driven by human emissions of carbon dioxide and other greenhouse gases, has increased from around 0.18C per decade in the early 2000s to around 0.27C per decade today. El Niño and La Niña play a big role in determining which years along that rising path stand out as records.
Arctic sea ice at record lows
Arctic sea ice has spent much of 2026 in record-low territory.
Following the joint-lowest winter maximum in the satellite record in mid-March, daily extent has set or tied record lows for the date on 39 days so far this year, including extended spells in mid-to-late March and in early-to-mid June.
The most recent record-low days were in early July.
The chart below shows how Arctic sea ice in 2026 (dark red line) has been below the historical range (shaded red).
It also shows how Antarctic sea ice (dark blue), meanwhile, has remained below the 1979-2010 range for almost all of 2026 to date.

As of mid-July, Arctic extent is a bit below the 1979-2010 historical range for the date, though it remains around 0.6m square kilometres (km2) larger than the record low for the date set during 2020’s exceptional summer melt season.
The trajectory over the coming two months will determine whether 2026 challenges 2012’s record September minimum. Early-summer conditions are a poor predictor of the September minimum, which depends heavily on summer weather.
Antarctic sea ice, meanwhile, is currently around 300,000km2 below the historical envelope, but has stayed well clear of the record lows set in 2023 and has not set any new daily records yet this year.
Q&A: Europe’s May and June heatwave deaths – and how they were counted
Guest post: France’s June heatwave caused more than 2,700 heat-related deaths
Guest post: Climate change has caused one-fifth of Pine Island glacier retreat
Media reaction: How climate change intensified Europe’s record-breaking June heat
The post State of the climate: Rapidly developing El Niño raises chance of record-warm 2026 appeared first on Carbon Brief.
State of the climate: Rapidly developing El Niño raises chance of record-warm 2026
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