2025年,太阳能、电动汽车及其他清洁能源技术对中国经济增长的贡献已超过三分之一,并拉动超过九成的投资增长。
中国清洁能源行业产值在2025年达到创纪录的15.4万亿元人民币(约合2.1万亿美元),约占国内生产总值(GDP)的11.4%,该数字相当于巴西或加拿大的经济规模。
Carbon Brief基于官方数字、行业数据及分析师报告进行的最新分析显示,2022年至2025年间,中国清洁能源行业的实际规模几乎翻了一番;若将其视为一个独立经济体,其规模可位列全球第八。
该分析的其他主要成果包括:
- 清洁能源行业支撑中国实现了“5%左右”的GDP增长目标,若排除清洁能源行业,2025年GDP实际增速仅为3.5%。
- 清洁能源产业的扩张速度持续快于整体经济,其年增长率从2024年的12%提升至2025年的18%。
- 电动汽车、电池和光伏“新三样”仍是中国清洁能源经济贡献的核心,创造了约三分之二的增加值,并吸纳了一半以上的行业投资。
- 2025年,中国在清洁能源领域的投资达7.2万亿元人民币(约1万亿美元),约为同期化石燃料开采与煤电投资(2600亿美元)的四倍。
- 尽管2025年清洁能源技术出口保持了快速增长,但对中国企业而言,国内市场在价值规模上仍显著大于出口市场。
这些投向清洁能源制造业的资金,代表着对中国乃至全球能源转型的重大押注,也为政府和企业保持这一发展势头提供了动力。
然而,未来的长期走势仍然存在不确定性,尤其是在太阳能领域。受136号文件下的新定价机制影响,太阳能发电装机增速已有所放缓,而中央政府设定的相关目标也明显低于近几年的实际扩张水平。
如果放缓趋势持续下去,这些产业或将从经济增长的驱动力转变为拖累因素,同时加剧工业领域的“产能过剩”问题,并进一步恶化国际贸易摩擦。
但即便中央政府对清洁能源未来五年的目标设定较为谨慎,地方政府和国有企业的规划与投资力度,仍有可能推动清洁能源产业继续实现显著增长。
本文在此前对2023年和2024年清洁能源经济贡献分析的基础上进行了更新。
清洁能源行业表现优于整体经济
中国的清洁能源经济持续高速增长,远超整体经济增速。这意味着它对年度经济增长的贡献尤为显著。
下图显示,2025年,清洁能源技术贡献了中国超过三分之一的GDP增量,并推动了超过90%的新增投资增长。

2022年,中国清洁能源经济规模约为8.4万亿元人民币(1.2万亿美元)。到2025年,这一规模几乎翻了一番,达到15.4万亿元人民币(2.1万亿美元)。
这一体量相当于巴西或加拿大的经济总量,使中国的清洁能源产业堪比全球第八大经济体,产值约为世界第四大经济体印度经济总量的一般,也大致相当于美国加利福尼亚州经济规模的一半。
由于清洁能源产业持续跑赢整体经济,其在中国经济中的占比也在不断上升,从2022年占中国GDP的7.3%上升至2025年的11.4%。

如果没有清洁能源行业,中国2025年的GDP增速将仅为3.5%,因此,在经济稳定增长为中国首要目标之一的2025年,清洁能源做出了至关重要的贡献。
下表按行业和活动进行了详细分类。
电动汽车和电池是GDP增长的最大驱动力
2024年,电动汽车和太阳能是最大的增长驱动力。而到了2025年,电动汽车和电池则占据了主导地位,合计贡献了44%的经济效益,以及清洁能源行业一半以上的增长。这主要得益于产出和投资的同步强劲增长。
在未剔除通胀因素的名义GDP口径下,电动汽车的贡献甚至更为突出。这是因为电动汽车价格同比保持相对稳定,而整体经济仍处于通缩环境中。同时,电池制造投资在2024年下滑后于2025年出现反弹。
下图展示了电动汽车和电池的主要贡献,既反映了清洁能源经济的整体规模,也显示了各子行业对年度增量的具体贡献情况。

第二大子行业是清洁能源发电、输电和储能,在2025年占清洁能源对GDP贡献的40%,并贡献了清洁能源产业当年约30%的增长。
在电力领域内部,最主要的增长动力来自风电和太阳能发电装机投资的扩大,以及风电和太阳能发电量的增长;其次是太阳能设备及材料的出口。
作为2022–2023年的重要增长引擎,太阳能组件产业链投资在2025年连续第二年下降,这与政府遏制产能过剩和行业“非理性”价格竞争的政策导向一致。
此外,铁路运输约占清洁能源行业总经济产出的12%,但其同比增长相对温和,2025年其营业收入增长3%,投资增长6%。
需要指出的是,国际能源署(IEA)在其《世界能源投资报告》中估计,中国2025年清洁能源投资为 6270亿美元,而化石能源投资为 2570亿美元。
在采用与IEA一致的行业口径进行测算时,本研究对2025年中国清洁能源投资的估计为 4300亿美元,低于IEA的数值。而本文中所呈现的1万亿美元清洁能源投资总规模,并非源于更激进的单项假设,而是由于纳入了更为广泛的产业和活动范围,超出了IEA报告所覆盖的口径。
电动汽车和电池
2025年,电动汽车与动力电池成为中国清洁能源经济中最大的贡献部分,约占清洁能源行业总值的44%。
其中,纯电动汽车和插电式混合动力汽车的生产在价值规模和当年增长贡献两方面均居首位,产量同比增长29%。排在其后的是电动汽车制造领域的投资,在2024年增速放缓后,2025年投资规模同比增长 18%
电池制造投资在2024年出现下滑后也迎来反弹,这主要得益于电池新技术的涌现以及国内外市场的强劲需求。电池制造投资同比增长35%,达到2770亿元人民币。
到2025年底,电动汽车在全国汽车保有量中的占比预计达到12%,高于一年前的 9%,而在五年前这一比例还不足 2%。
在新车销售中,电动汽车占比进一步提升至 48%,高于2024年的 41%,其中乘用车电动汽车渗透率已突破50%。2025年11月,电动汽车在当月汽车总销量中的占比更是首次突破 60%,并持续成为拉动整体汽车销量增长的主要动力,如下图所示。

电动卡车市场取得突破性进展,其市场份额从2024年前九个月的8%,增长至2025年同期的23%。
政府对电动汽车的政策支持仍在持续,例如,一项最新政策提出,未来三年内充电基础设施规模将接近翻倍,以支撑电动汽车进一步普及。
在电动汽车市场中,出口增速快于国内销售增速,但整体销售仍以国内市场为主。2025年,中国电动汽车产量达到 1660万辆,同比增长 29%。其中,出口约340万辆,占总产量的 21%,但同比增速高达 86%。中国电动汽车的主要出口目的地包括西欧、中东和拉丁美洲。
电池出口额同样实现快速增长,同比上升 41%,成为推动GDP增长的第三大动力来源。电池出口主要流向西欧、北美和东南亚市场。
与许多清洁能源技术价格呈现的通缩趋势不同,2025年电动汽车的平均售价保持稳定,新车型在折扣后的平均加个甚至略有上涨。在全社会工业品出厂价格同比下降 2.6% 的背景下,这意味着电动汽车产业对名义GDP增长的贡献尤为突出。相比之下,电池价格仍延续下降趋势。
清洁能源发电
2025年,太阳能发电行业贡献了清洁能源产业总值的19%,为国民经济创造2.9万亿元人民币(约合410亿美元)的价值。
其中,新建太阳能发电厂的投资额达1.2万亿元人民币(约合1600亿美元),是清洁能源发电板块最大的驱动力;其次是太阳能技术出口额和太阳能发电本身创造的电力价值。太阳能制造业投资在2023年产能扩张浪潮结束之后持续下降,至0.5万亿元人民币(约合720亿美元),同比下降23%。
2025年,中国风电和太阳能发电新增装机容量再创新高。全国新增太阳能发电装机315吉瓦,新增风电装机119吉瓦,其中太阳能发电装机容量比全球其他地区总和还要多,而风电装机容量更是后者两倍之多。
在电力投资结构中,清洁能源占发电领域投资的90%,其中光伏一项就占到约50%。在此推动下,非化石能源发电量占全国总发电量的比重提升至42%,高于2024年的 39%。
不过,新出台的新能源定价政策以及相对谨慎的装机目标,也为这一轮增长能否持续带来了不确定性。在136号文件新政策框架下,新建风电和太阳能发电项目需要在电力市场中与既有煤电直接进行价格竞争,而在若干关键制度设计上仍处于相对不利的位置。
与此同时,电力市场本身仍处于建设和发展阶段,这也带来了投资的不确定性。
太阳能发电投资同比增长6%,但期间波动剧烈。开发商赶在新定价政策于6月生效前加速完成项目,第三季度放缓后,在年底再次赶工,以赶在“十四五”规划期内达成目标。
总体来看,太阳能产业整体投资规模与上一年大致持平:制造环节投资下降,被发电侧的增长所抵消。这在一定程度上支撑了制造产能利用率,也符合政府遏制行业“无序竞争”和价格内卷的政策目标。
2025年底,中国太阳能制造产能预计已达到每年1200吉瓦,远超2025年全球新增装机容量约650吉瓦的水平。目前,中国太阳能产业制造能力已显著超过全球市场吸收能力,激烈竞争导致行业盈利水平处于历史低位。
自2024年中期以来,中国的政策制定者已开始正面应对这一问题,包括警示“内卷式竞争”、出台监管措施,并召开行业会议向企业施压。相关举措已初见成效,2025年第三季度行业亏损有所收窄。
2025年,太阳能电池板及组件出口量再创历史新高,同比增长19%。其中,电池片和硅片出口量分别快速增长94%和52%,而电池板出口量仅增长4%。
这反映出,在关税压力上升、更多国家加快本土制造布局的背景下,全球太阳能供应链正日益趋向多元化。然而,由于平均出口价格下跌,以及出口产品结构从成品电池板向上游中间产品转移,出口名义价值反而同比下降了8%。
2025年,水能、风能和核能合计贡献了清洁能源行业总产值的约15%,为中国GDP带来约2.2万亿元人民币(3100亿美元)的增加值。
其中近三分之二(1.3万亿元人民币,1800亿美元)来自水电、风电和核电的发电价值,其余部分则来自新建发电项目的投资。
从发电量增速来看,2025年太阳能发电量增长33%,风电增长13%,水电增长3%,核电增长8%。
在发电投资领域,太阳能仍是价值规模最大的板块(如下图所示),但风电项目在2025年首次成为投资增长的最大贡献者,这是自2020年以来风电投资首次在增量上超过太阳能。

特别是海上风电装机投资如预期般反弹,在2024年大幅下降后,2025年实现翻倍增长,成为清洁电力投资中的一个亮点。
核电项目投资持续增长,但总体规模仍然较小,2025年投资额约为170亿元人民币。常规水电投资则延续下行趋势,同比下降7%。
储能和电网
2025年,输电和储能占清洁能源行业总产值的6%,规模达到1万亿元人民币(1400亿美元)。
其中,电网投资2025年增长了约6%,达到900亿美元。储能投资(涵盖抽水蓄能、新型储能和氢气制备)2025年达到约500亿美元。
新型储能投资同比增长幅度达50%,电解槽投资也增长了30%。受清洁能源发电快速增长推动,清洁能源输送规模预计增长13%。
中国电力储能总装机容量超过213吉瓦,其中新型储能容量超过145吉瓦,抽水蓄能容量为69吉瓦。预计2025年中国新增约66吉瓦新型储能装机容量,同比增长52%,占全球新增装机容量的40%以上。
值得注意的是,下半年新型储能装机增速加快,达43吉瓦,而上半年新增装机容量为23吉瓦。
在政策层面,136号文件规定在5月后取消了新能源配套储能的强制要求,曾一度导致新型储能市场增速放缓,但这一影响很快被“市场驱动型增长”所取代。省级电力现货市场的推进、分时电价机制以及太阳能弃光率上升,共同改善了储能项目的经济性。
到2025年底,中国前五大太阳能制造商均进入了新型储能市场,标志着行业战略的重要转变。
与此同时,抽水蓄能投资保持增长,仅2025年上半年,就有15吉瓦的项目获批,新增3吉瓦抽水蓄能投入运营。
铁路
铁路运输占清洁能源行业GDP的12%,其中客货运输收入是最主要的价值来源。行业增长主要来自铁路基础设施投资,2025年同比增长6%。
交通电气化不仅限于电动汽车,铁路客运、货运及相关投资规模也持续增长。2025年,中国高铁总里程约达5万公里,占全球高速铁路总里程的70%以上。
节能服务
2025年,节能服务投资强劲反弹。以大型节能服务公司(ESCO)的产值衡量,市场规模同比增长17%,恢复至2016-2020年期间的增长水平。
行业产值也已恢复到2021年的峰值水平,这表明在经历三年低迷后,行业已明显回暖。
行业预测显示,节能服务行业年产值有望在2030年达到1万亿元人民币,而行业经历低迷前曾预期这一目标将在2025年实现。
中国已发展成为全球最大的节能服务公司市场。其投资高度集中于建筑领域,约占业务总量的50%;工业应用占21%,而能源供应、需求侧灵活性与储能相关业务合计约占16%。
中国清洁能源布局的影响
中国持续向清洁能源制造业投入数千亿美元,代表着对全球能源持续转型的一项规模巨大的经济与金融押注。
除本文所涵盖的国内投资外,中国企业还在海外制造业领域展开了大规模投资布局,进一步加深了这一押注的全球化属性。
在十四五规划期间,清洁能源产业对中国实现经济增长目标起到了关键作用,在2023年、2024年和2025年分别贡献了约40%、25%和37%的GDP增长。
然而,长期的发展前景仍存在不确定性,尤其是在太阳能发电领域。136文件下新的可再生能源发电定价机制已导致短期投资增速放缓,并显著增加了市场不确定性;与此同时,中央政府设定的清洁电力新增装机目标也相对保守,远低于当前实际增长水平。
2025年下半年,太阳能发电和光伏制造领域的投资均出现下降,尽管从全年来看,发电投资保持了增长。这反映出在当前电力市场制度仍偏向煤电的框架下,清洁能源产业面临结构性风险。
清洁能源技术价格下降幅度显著,以致在未来核算GDP时,这些行业对实际GDP(经通胀或通缩调整后的GDP)的贡献可能会被向下修正。
尽管如此,清洁能源产业在宏观经济中的关键地位,本身就构成了维持这一轮清洁能源发展势头的强烈政策和经济动机。如果国内市场增长出现明显放缓,不仅可能削弱遏制产能过剩的努力,或将迫使更多产能转向出口,从而加剧国际贸易摩擦。
能源与清洁空气研究中心近期针对中国气候与能源领域专家开展的一项调查显示,多数专家认为,在经济和地缘政治挑战加剧的背景下,“双碳目标”及其所依托的清洁能源产业,只会变得更加重要。
地方政府和国企同样将深刻影响该行业的发展前景。在十四五期间,正是地方政府和国企的积极推进,促成了规模空前、且显著超出预期的“风光大基地”建设。
同时,各省在落实新电力市场机制和可再生能源购电合同安排方面拥有较大的自主空间,因此,将于今年发布的十五五规划,将成为决定清洁能源产业中长期走势的关键。
关于数据
本文分析尽可能采用已公布的投资与销售数据。若数据不可得,则依据实际数量(如装机容量、汽车销量等)结合单位成本或价格进行估算。
为衡量实际增长贡献,相关数据已按2022-2023年价格进行通胀或通缩调整。全部计算过程与数据来源详见附表。
估算范围涵盖清洁能源技术对上游原材料(如金属、化学品)的需求贡献。
该方法不仅能够反映清洁能源行业对整体经济活动的拉动作用,也能提现其对相关产业活动的带动作用,因此可适用于估算:若该行业未曾增长,经济增速可能降低多少。
为避免重复计算,仅计入价值链中不重叠的环节。例如,电动汽车的生产产值与储能电池的投资额均予计入,但不包含作为上述活动中间投入的、面向国内市场的电池生产价值。
同理,国内市场的太阳能电池板产值已包含在中国光伏发电装机容量的价值中,故不重复统计;然而,太阳能电池板及电池的出口价值则纳入计算。
2025年,两项关键投资指标出现明显背离:据报道,固定资产投资下降3.8%,为35年来首次下滑;而同期资本形成总额虽增速放缓至近年最低,但仍保持2%的正增长。
本研究采用资本形成总额作为投资衡量指标,因其是GDP的组成部分。但由于无法全面追踪库存变动,对清洁能源投资的估算仍基于各行业的固定资产投资数据。
本分析未专门考虑进口因素——其在清洁能源产品与服务生产中所占比例较小且持续下降。这意味着结果可能略微高估对GDP的贡献,但同时低估了对GDP增量的贡献。
例如,中国在电动汽车中对高端计算芯片仍存在较高的进口依赖。一辆典型电动汽车的芯片价值约1000美元,而该类芯片的进口依赖度高达90%,但这仍进展整车生产价值的3%以内。
在某些方面,本研究的估算可能相对保守。例如,彭博新能源财经(BNEF)估计2024年中国“能源转型投资”规模约为8000亿美元。彭博估算的行业覆盖范围与本分析大致相当,但未包含制造业产值。在相同口径下,本研究对应的投资规模约为6000亿美元。
根据中国国家统计局数据,2023年全国汽车产业总产值与销售额合计约11万亿元人民币。本分析估算,同年电动汽车销售额约为2.3万亿元,约占行业总值的20%。当时,电动汽车产量已占汽车总产量的31%,且其平均售价略高于传统燃油汽车。
The post 分析:清洁能源2025年为中国GDP增长贡献超过三分之一 appeared first on Carbon Brief.
Greenhouse Gases
Heatwaves driving recent ‘surge’ in compound drought and heat extremes
Drought and heatwaves occurring together – known as “compound” events – have “surged” across the world since the early 2000s, a new study shows.
Compound drought and heat events (CDHEs) can have devastating effects, creating the ideal conditions for intense wildfires, such as Australia’s “Black Summer” of 2019-20 where bushfires burned 24m hectares and killed 33 people.
The research, published in Science Advances, finds that the increase in CDHEs is predominantly being driven by events that start with a heatwave.
The global area affected by such “heatwave-led” compound events has more than doubled between 1980-2001 and 2002-23, the study says.
The rapid increase in these events over the last 23 years cannot be explained solely by global warming, the authors note.
Since the late 1990s, feedbacks between the land and the atmosphere have become stronger, making heatwaves more likely to trigger drought conditions, they explain.
One of the study authors tells Carbon Brief that societies must pay greater attention to compound events, which can “cause severe impacts on ecosystems, agriculture and society”.
Compound events
CDHEs are extreme weather events where drought and heatwave conditions occur simultaneously – or shortly after each other – in the same region.
These events are often triggered by large-scale weather patterns, such as “blocking” highs, which can produce “prolonged” hot and dry conditions, according to the study.
Prof Sang-Wook Yeh is one of the study authors and a professor at the Ewha Womans University in South Korea. He tells Carbon Brief:
“When heatwaves and droughts occur together, the two hazards reinforce each other through land-atmosphere interactions. This amplifies surface heating and soil moisture deficits, making compound events more intense and damaging than single hazards.”
CDHEs can begin with either a heatwave or a drought.
The sequence of these extremes is important, the study says, as they have different drivers and impacts.
For example, in a CDHE where the heatwave was the precursor, increased direct sunshine causes more moisture loss from soils and plants, leading to a drought.
Conversely, in an event where the drought was the precursor, the lack of soil moisture means that less of the sun’s energy goes into evaporation and more goes into warming the Earth’s surface. This produces favourable conditions for heatwaves.
The study shows that the majority of CDHEs globally start out as a drought.
In recent years, there has been increasing focus on these events due to the devastating impact they have on agriculture, ecosystems and public health.
In Russia in the summer of 2010, a compound drought-heatwave event – and the associated wildfires – caused the death of nearly 55,000 people, the study notes.

The record-breaking Pacific north-west “heat dome” in 2021 triggered extreme drought conditions that caused “significant declines” in wheat yields, as well as in barley, canola and fruit production in British Columbia and Alberta, Canada, says the study.
Increasing events
To assess how CDHEs are changing, the researchers use daily reanalysis data to identify droughts and heatwaves events. (Reanalysis data combines past observations with climate models to create a historical climate record.) Then, using an algorithm, they analyse how these events overlap in both time and space.
The study covers the period from 1980 to 2023 and the world’s land surface, excluding polar regions where CDHEs are rare.
The research finds that the area of land affected by CDHEs has “increased substantially” since the early 2000s.
Heatwave-led events have been the main contributor to this increase, the study says, with their spatial extent rising 110% between 1980-2001 and 2002-23, compared to a 59% increase for drought-led events.
The map below shows the global distribution of CDHEs over 1980-2023. The charts show the percentage of the land surface affected by a heatwave-led CDHE (red) or a drought-led CDHE (yellow) in a given year (left) and relative increase in each CDHE type (right).
The study finds that CDHEs have occurred most frequently in northern South America, the southern US, eastern Europe, central Africa and south Asia.

Threshold passed
The authors explain that the increase in heatwave-led CDHEs is related to rising global temperatures, but that this does not tell the whole story.
In the earlier 22-year period of 1980-2001, the study finds that the spatial extent of heatwave-led CDHEs rises by 1.6% per 1C of global temperature rise. For the more-recent period of 2022-23, this increases “nearly eightfold” to 13.1%.
The change suggests that the rapid increase in the heatwave-led CDHEs occurred after the global average temperature “surpasse[d] a certain temperature threshold”, the paper says.
This threshold is an absolute global average temperature of 14.3C, the authors estimate (based on an 11-year average), which the world passed around the year 2000.
Investigating the recent surge in heatwave-leading CDHEs further, the researchers find a “regime shift” in land-atmosphere dynamics “toward a persistently intensified state after the late 1990s”.
In other words, the way that drier soils drive higher surface temperatures, and vice versa, is becoming stronger, resulting in more heatwave-led compound events.
Daily data
The research has some advantages over other previous studies, Yeh says. For instance, the new work uses daily estimations of CDHEs, compared to monthly data used in past research. This is “important for capturing the detailed occurrence” of these events, says Yeh.
He adds that another advantage of their study is that it distinguishes the sequence of droughts and heatwaves, which allows them to “better understand the differences” in the characteristics of CDHEs.
Dr Meryem Tanarhte is a climate scientist at the University Hassan II in Morocco, and Dr Ruth Cerezo Mota is a climatologist and a researcher at the National Autonomous University of Mexico. Both scientists, who were not involved in the study, agree that the daily estimations give a clearer picture of how CDHEs are changing.
Cerezo-Mota adds that another major contribution of the study is its global focus. She tells Carbon Brief that in some regions, such as Mexico and Africa, there is a lack of studies on CDHEs:
“Not because the events do not occur, but perhaps because [these regions] do not have all the data or the expertise to do so.”
However, she notes that the reanalysis data used by the study does have limitations with how it represents rainfall in some parts of the world.
Compound impacts
The study notes that if CDHEs continue to intensify – particularly events where heatwaves are the precursors – they could drive declining crop productivity, increased wildfire frequency and severe public health crises.
These impacts could be “much more rapid and severe as global warming continues”, Yeh tells Carbon Brief.
Tanarhte notes that these events can be forecasted up to 10 days ahead in many regions. Furthermore, she says, the strongest impacts can be prevented “through preparedness and adaptation”, including through “water management for agriculture, heatwave mitigation measures and wildfire mitigation”.
The study recommends reassessing current risk management strategies for these compound events. It also suggests incorporating the sequences of drought and heatwaves into compound event analysis frameworks “to enhance climate risk management”.
Cerezo-Mota says that it is clear that the world needs to be prepared for the increased occurrence of these events. She tells Carbon Brief:
“These [risk assessments and strategies] need to be carried out at the local level to understand the complexities of each region.”
The post Heatwaves driving recent ‘surge’ in compound drought and heat extremes appeared first on Carbon Brief.
Heatwaves driving recent ‘surge’ in compound drought and heat extremes
Greenhouse Gases
DeBriefed 6 March 2026: Iran energy crisis | China climate plan | Bristol’s ‘pioneering’ wind turbine
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Energy crisis
ENERGY SPIKE: US-Israeli attacks on Iran and subsequent counterattacks across the Middle East have sent energy prices “soaring”, according to Reuters. The newswire reported that the region “accounts for just under a third of global oil production and almost a fifth of gas”. The Guardian noted that shipping traffic through the strait of Hormuz, which normally ferries 20% of the world’s oil, “all but ground to a halt”. The Financial Times reported that attacks by Iran on Middle East energy facilities – notably in Qatar – triggered the “biggest rise in gas prices since Russia’s full-scale invasion of Ukraine”.
‘RISK’ AND ‘BENEFITS’: Bloomberg reported on increases in diesel prices in Europe and the US, speculating that rising fuel costs could be “a risk for president Donald Trump”. US gas producers are “poised to benefit from the big disruption in global supply”, according to CNBC. Indian government sources told the Economic Times that Russia is prepared to “fulfil India’s energy demands”. China Daily quoted experts who said “China’s energy security remains fundamentally unshaken”, thanks to “emergency stockpiles and a wide array of import channels”.
‘ESSENTIAL’ RENEWABLES: Energy analysts said governments should cut their fossil-fuel reliance by investing in renewables, “rather than just seeking non-Gulf oil and gas suppliers”, reported Climate Home News. This message was echoed by UK business secretary Peter Kyle, who said “doubling down on renewables” was “essential” amid “regional instability”, according to the Daily Telegraph.
China’s climate plan
PEAK COAL?: China has set out its next “five-year plan” at the annual “two sessions” meeting of the National People’s Congress, including its climate strategy out to 2030, according to the Hong Kong-based South China Morning Post. The plan called for China to cut its carbon emissions per unit of gross domestic product (GDP) by 17% from 2026 to 2030, which “may allow for continued increase in emissions given the rate of GDP growth”, reported Reuters. The newswire added that the plan also had targets to reach peak coal in the next five years and replace 30m tonnes per year of coal with renewables.
ACTIVE YET PRUDENT: Bloomberg described the new plan as “cautious”, stating that it “frustrat[es] hopes for tighter policy that would drive the nation to peak carbon emissions well before president Xi Jinping’s 2030 deadline”. Carbon Brief has just published an in-depth analysis of the plan. China Daily reported that the strategy “highlights measures to promote the climate targets of peaking carbon dioxide emissions before 2030”, which China said it would work towards “actively yet prudently”.
Around the world
- EU RULES: The European Commission has proposed new “made in Europe” rules to support domestic low-carbon industries, “against fierce competition from China”, reported Agence France-Presse. Carbon Brief examined what it means for climate efforts.
- RECORD HEAT: The US National Oceanic and Atmospheric Administration has said there is a 50-60% chance that the El Niño weather pattern could return this year, amplifying the effect of global warming and potentially driving temperatures to “record highs”, according to Euronews.
- FLAGSHIP FUND: The African Development Bank’s “flagship clean energy fund” plans to more than double its financing to $2.5bn for African renewables over the next two years, reported the Associated Press.
- NO WITHDRAWAL: Vanuatu has defied US efforts to force the Pacific-island nation to drop a UN draft resolution calling on the world to implement a landmark International Court of Justice (ICJ) ruling on climate, according to the Guardian.
98
The number of nations that submitted their national reports on tackling nature loss to the UN on time – just half of the 196 countries that are part of the UN biodiversity treaty – according to analysis by Carbon Brief.
Latest climate research
- Sea levels are already “much higher than assumed” in most assessments of the threat posed by sea-level rise, due to “inadequate” modelling assumptions | Nature
- Accelerating human-caused global warming could see the Paris Agreement’s 1.5C limit crossed before 2030 | Geophysical Research Letters covered by Carbon Brief
- Future “super El Niño events” could “significantly lower” solar power generation due to a reduction in solar irradiance in key regions, such as California and east China | Communications Earth & Environment
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured

UK greenhouse gas emissions in 2025 fell to 54% below 1990 levels, the baseline year for its legally binding climate goals, according to new Carbon Brief analysis. Over the same period, data from the World Bank shows that the UK’s economy has expanded by 95%, meaning that emissions have been decoupling from growth.
Spotlight
Bristol’s ‘pioneering’ community wind turbine
Following the recent launch of the UK government’s local power plan, Carbon Brief visits one of the country’s community-energy success stories.
The Lawrence Weston housing estate is set apart from the main city of Bristol, wedged between the tree-lined grounds of a stately home and a sprawl of warehouses and waste incinerators. It is one of the most deprived areas in the city.
Yet, just across the M5 motorway stands a structure that has brought the spoils of the energy transition directly to this historically forgotten estate – a 4.2 megawatt (MW) wind turbine.
The turbine is owned by local charity Ambition Lawrence Weston and all the profits from its electricity sales – around £100,000 a year – go to the community. In the UK’s local power plan, it was singled out by energy secretary Ed Miliband as a “pioneering” project.
‘Sustainable income’
On a recent visit to the estate by Carbon Brief, Ambition Lawrence Weston’s development manager, Mark Pepper, rattled off the story behind the wind turbine.
In 2012, Pepper and his team were approached by the Bristol Energy Cooperative with a chance to get a slice of the income from a new solar farm. They jumped at the opportunity.
“Austerity measures were kicking in at the time,” Pepper told Carbon Brief. “We needed to generate an income. Our own, sustainable income.”
With the solar farm proving to be a success, the team started to explore other opportunities. This began a decade-long process that saw them navigate the Conservative government’s “ban” on onshore wind, raise £5.5m in funding and, ultimately, erect the turbine in 2023.
Today, the turbine generates electricity equivalent to Lawrence Weston’s 3,000 households and will save 87,600 tonnes of carbon dioxide (CO2) over its lifetime.

‘Climate by stealth’
Ambition Lawrence Weston’s hub is at the heart of the estate and the list of activities on offer is seemingly endless: birthday parties, kickboxing, a library, woodworking, help with employment and even a pop-up veterinary clinic. All supported, Pepper said, with the help of a steady income from community-owned energy.
The centre itself is kitted out with solar panels, heat pumps and electric-vehicle charging points, making it a living advertisement for the net-zero transition. Pepper noted that the organisation has also helped people with energy costs amid surging global gas prices.
Gesturing to the England flags dangling limply on lamp posts visible from the kitchen window, he said:
“There’s a bit of resentment around immigration and scarcity of materials and provision, so we’re trying to do our bit around community cohesion.”
This includes supper clubs and an interfaith grand iftar during the Muslim holy month of Ramadan.
Anti-immigration sentiment in the UK has often gone hand-in-hand with opposition to climate action. Right-wing politicians and media outlets promote the idea that net-zero policies will cost people a lot of money – and these ideas have cut through with the public.
Pepper told Carbon Brief he is sympathetic to people’s worries about costs and stressed that community energy is the perfect way to win people over:
“I think the only way you can change that is if, instead of being passive consumers…communities are like us and they’re generating an income to offset that.”
From the outset, Pepper stressed that “we weren’t that concerned about climate because we had other, bigger pressures”, adding:
“But, in time, we’ve delivered climate by stealth.”
Watch, read, listen
OIL WATCH: The Guardian has published a “visual guide” with charts and videos showing how the “escalating Iran conflict is driving up oil and gas prices”.
MURDER IN HONDURAS: Ten years on from the murder of Indigenous environmental justice advocate Berta Cáceres, Drilled asked why Honduras is still so dangerous for environmental activists.
TALKING WEATHER: A new film, narrated by actor Michael Sheen and titled You Told Us To Talk About the Weather, aimed to promote conversation about climate change with a blend of “poetry, folk horror and climate storytelling”.
Coming up
- 8 March: Colombia parliamentary election
- 9-19 March: 31st Annual Session of the International Seabed Authority, Kingston, Jamaica
- 11 March: UN Environment Programme state of finance for nature 2026 report launch
Pick of the jobs
- London School of Economics and Political Science, fellow in the social science of sustainability | Salary: £43,277-£51,714. Location: London
- NORCAP, innovative climate finance expert | Salary: Unknown. Location: Kyiv, Ukraine
- WBHM, environmental reporter | Salary: $50,050-$81,330. Location: Birmingham, Alabama, US
- Climate Cabinet, data engineer | Salary: hourly rate of $60-$120 per hour. Location: Remote anywhere in the US
DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.
This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.
The post DeBriefed 6 March 2026: Iran energy crisis | China climate plan | Bristol’s ‘pioneering’ wind turbine appeared first on Carbon Brief.
Greenhouse Gases
Q&A: What does China’s 15th ‘five-year plan’ mean for climate change?
China’s leadership has published a draft of its 15th five-year plan setting the strategic direction for the nation out to 2030, including support for clean energy and energy security.
The plan sets a target to cut China’s “carbon intensity” by 17% over the five years from 2026-30, but also changes the basis for calculating this key climate metric.
The plan continues to signal support for China’s clean-energy buildout and, in general, contains no major departures from the country’s current approach to the energy transition.
The government reaffirms support for several clean-energy industries, ranging from solar and electric vehicles (EVs) through to hydrogen and “new-energy” storage.
The plan also emphasises China’s willingness to steer climate governance and be seen as a provider of “global public goods”, in the form of affordable clean-energy technologies.
However, while the document says it will “promote the peaking” of coal and oil use, it does not set out a timeline and continues to call for the “clean and efficient” use of coal.
This shows that tensions remain between China’s climate goals and its focus on energy security, leading some analysts to raise concerns about its carbon-cutting ambition.
Below, Carbon Brief outlines the key climate change and energy aspects of the plan, including targets for carbon intensity, non-fossil energy and forestry.
Note: this article is based on a draft published on 5 March and will be updated if any significant changes are made in the final version of the plan, due to be released at the close next week of the “two sessions” meeting taking place in Beijing.
- What is China’s 15th five-year plan?
- What does the plan say about China’s climate action?
- What is China’s new CO2 intensity target?
- Does the plan encourage further clean-energy additions?
- What does the plan signal about coal?
- How will China approach global climate governance in the next five years?
- What else does the plan cover?
What is China’s 15th five-year plan?
Five-year plans are one of the most important documents in China’s political system.
Addressing everything from economic strategy to climate policy, they outline the planned direction for China’s socio-economic development in a five-year period. The 15th five-year plan covers 2026-30.
These plans include several “main goals”. These are largely quantitative indicators that are seen as particularly important to achieve and which provide a foundation for subsequent policies during the five-year period.
The table below outlines some of the key “main goals” from the draft 15th five-year plan.
| Category | Indicator | Indicator in 2025 | Target by 2030 | Cumulative target over 2026-2030 | Characteristic |
|---|---|---|---|---|---|
| Economic development | Gross domestic product (GDP) growth (%) | 5 | Maintained within a reasonable range and proposed annually as appropriate. | Anticipatory | |
| ‘Green and low-carbon | Reduction in CO2 emissions per unit of GDP (%) | 17.7 | 17 | Binding | |
| Share of non-fossil energy in total energy consumption (%) | 21.7 | 25 | Binding | ||
| Security guarantee | Comprehensive energy production capacity (100m tonnes of standard coal equivalent) |
51.3 | 58 | Binding |
Select list of targets highlighted in the “main goals” section of the draft 15th five-year plan. Source: Draft 15th five-year plan.
Since the 12th five-year plan, covering 2011-2015, these “main goals” have included energy intensity and carbon intensity as two of five key indicators for “green ecology”.
The previous five-year plan, which ran from 2021-2025, introduced the idea of an absolute “cap” on carbon dioxide (CO2) emissions, although it did not provide an explicit figure in the document. This has been subsequently addressed by a policy on the “dual-control of carbon” issued in 2024.
The latest plan removes the energy-intensity goal and elevates the carbon-intensity goal, but does not set an absolute cap on emissions (see below).
It covers the years until 2030, before which China has pledged to peak its carbon emissions. (Analysis for Carbon Brief found that emissions have been “flat or falling” since March 2024.)
The plans are released at the two sessions, an annual gathering of the National People’s Congress (NPC) and the Chinese People’s Political Consultative Conference (CPPCC). This year, it runs from 4-12 March.
The plans are often relatively high-level, with subsequent topic-specific five-year plans providing more concrete policy guidance.
Policymakers at the National Energy Agency (NEA) have indicated that in the coming years they will release five sector-specific plans for 2026-2030, covering topics such as the “new energy system”, electricity and renewable energy.
There may also be specific five-year plans covering carbon emissions and environmental protection, as well as the coal and nuclear sectors, according to analysts.
Other documents published during the two sessions include an annual government work report, which outlines key targets and policies for the year ahead.
The gathering is attended by thousands of deputies – delegates from across central and local governments, as well as Chinese Communist party members, members of other political parties, academics, industry leaders and other prominent figures.
What does the plan say about China’s climate action?
Achieving China’s climate targets will remain a key driver of the country’s policies in the next five years, according to the draft 15th five-year plan.
It lists the “acceleration” of China’s energy transition as a “major achievement” in the 14th five-year plan period (2021-2025), noting especially how clean-power capacity had overtaken fossil fuels.
The draft says China will “actively and steadily advance and achieve carbon peaking”, with policymakers continuing to strike a balance between building a “green economy” and ensuring stability.
Climate and environment continues to receive its own chapter in the plan. However, the framing and content of this chapter has shifted subtly compared with previous editions, as shown in the table below. For example, unlike previous plans, the first section of this chapter focuses on China’s goal to peak emissions.
| 11th five-year plan (2006-2010) | 12th five-year plan (2011-2015) | 13th five-year plan (2016-2020) | 14th five-year plan (2021-2025) | 15th five-year plan (2026-2030) | |
|---|---|---|---|---|---|
| Chapter title | Part 6: Build a resource-efficient and environmentally-friendly society | Part 6: Green development, building a resource-efficient and environmentally friendly society | Part 10: Ecosystems and the environment | Part 11: Promote green development and facilitate the harmonious coexistence of people and nature | Part 13: Accelerating the comprehensive green transformation of economic and social development to build a beautiful China |
| Sections | Developing a circular economy | Actively respond to global climate change | Accelerate the development of functional zones | Improve the quality and stability of ecosystems | Actively and steadily advancing and achieving carbon peaking |
| Protecting and restoring natural ecosystems | Strengthen resource conservation and management | Promote economical and intensive resource use | Continue to improve environmental quality | Continuously improving environmental quality | |
| Strengthening environmental protection | Vigorously develop the circular economy | Step up comprehensive environmental governance | Accelerate the green transformation of the development model | Enhancing the diversity, stability, and sustainability of ecosystems | |
| Enhancing resource management | Strengthen environmental protection efforts | Intensify ecological conservation and restoration | Accelerating the formation of green production and lifestyles | ||
| Rational utilisation of marine and climate resources | Promoting ecological conservation and restoration | Respond to global climate change | |||
| Strengthen the development of water conservancy and disaster prevention and mitigation systems | Improve mechanisms for ensuring ecological security | ||||
| Develop green and environmentally-friendly industries |
Title and main sections of the climate and environment-focused chapters in the last five five-year plans. Source: China’s 11th, 12th, 13th, 14th and 15th five-year plans.
The climate and environment chapter in the latest plan calls for China to “balance [economic] development and emission reduction” and “ensure the timely achievement of carbon peak targets”.
Under the plan, China will “continue to pursue” its established direction and objectives on climate, Prof Li Zheng, dean of the Tsinghua University Institute of Climate Change and Sustainable Development (ICCSD), tells Carbon Brief.
What is China’s new CO2 intensity target?
In the lead-up to the release of the plan, analysts were keenly watching for signals around China’s adoption of a system for the “dual-control of carbon”.
This would combine the existing targets for carbon intensity – the CO2 emissions per unit of GDP – with a new cap on China’s total carbon emissions. This would mark a dramatic step for the country, which has never before set itself a binding cap on total emissions.
Policymakers had said last year that this framework would come into effect during the 15th five-year plan period, replacing the previous system for the “dual-control of energy”.
However, the draft 15th five-year plan does not offer further details on when or how both parts of the dual-control of carbon system will be implemented. Instead, it continues to focus on carbon intensity targets alone.
Looking back at the previous five-year plan period, the latest document says China had achieved a carbon-intensity reduction of 17.7%, just shy of its 18% goal.
This is in contrast with calculations by Lauri Myllyvirta, lead analyst at the Centre for Research on Energy and Clean Air (CREA), which had suggested that China had only cut its carbon intensity by 12% over the past five years.
At the time it was set in 2021, the 18% target had been seen as achievable, with analysts telling Carbon Brief that they expected China to realise reductions of 20% or more.
However, the government had fallen behind on meeting the target.
Last year, ecology and environment minister Huang Runqiu attributed this to the Covid-19 pandemic, extreme weather and trade tensions. He said that China, nevertheless, remained “broadly” on track to meet its 2030 international climate pledge of reducing carbon intensity by more than 65% from 2005 levels.
Myllyvirta tells Carbon Brief that the newly reported figure showing a carbon-intensity reduction of 17.7% is likely due to an “opportunistic” methodological revision. The new methodology now includes industrial process emissions – such as cement and chemicals – as well as the energy sector.
(This is not the first time China has redefined a target, with regulators changing the methodology for energy intensity in 2023.)
For the next five years, the plan sets a target to reduce carbon intensity by 17%, slightly below the previous goal.
However, the change in methodology means that this leaves space for China’s overall emissions to rise by “3-6% over the next five years”, says Myllyvirta. In contrast, he adds that the original methodology would have required a 2% fall in absolute carbon emissions by 2030.
The dashed lines in the chart below show China’s targets for reducing carbon intensity during the 12th, 13th, 14th and 15th five-year periods, while the bars show what was achieved under the old (dark blue) and new (light blue) methodology.

The carbon-intensity target is the “clearest signal of Beijing’s climate ambition”, says Li Shuo, director at the Asia Society Policy Institute’s (ASPI) China climate hub.
It also links directly to China’s international pledge – made in 2021 – to cut its carbon intensity to more than 65% below 2005 levels by 2030.
To meet this pledge under the original carbon-intensity methodology, China would have needed to set a target of a 23% reduction within the 15th five-year plan period. However, the country’s more recent 2035 international climate pledge, released last year, did not include a carbon-intensity target.
As such, ASPI’s Li interprets the carbon-intensity target in the draft 15th five-year plan as a “quiet recalibration” that signals “how difficult the original 2030 goal has become”.
Furthermore, the 15th five-year plan does not set an absolute emissions cap.
This leaves “significant ambiguity” over China’s climate plans, says campaign group 350 in a press statement reacting to the draft plan. It explains:
“The plan was widely expected to mark a clearer transition from carbon-intensity targets toward absolute emissions reductions…[but instead] leaves significant ambiguity about how China will translate record renewable deployment into sustained emissions cuts.”
Myllyvirta tells Carbon Brief that this represents a “continuation” of the government’s focus on scaling up clean-energy supply while avoiding setting “strong measurable emission targets”.
He says that he would still expect to see absolute caps being set for power and industrial sectors covered by China’s emissions trading scheme (ETS). In addition, he thinks that an overall absolute emissions cap may still be published later in the five-year period.
Despite the fact that it has yet to be fully implemented, the switch from dual-control of energy to dual-control of carbon represents a “major policy evolution”, Ma Jun, director of the Institute of Public and Environmental Affairs (IPE), tells Carbon Brief. He says that it will allow China to “provide more flexibility for renewable energy expansion while tightening the net on fossil-fuel reliance”.
Does the plan encourage further clean-energy additions?
“How quickly carbon intensity is reduced largely depends on how much renewable energy can be supplied,” says Yao Zhe, global policy advisor at Greenpeace East Asia, in a statement.
The five-year plan continues to call for China’s development of a “new energy system that is clean, low-carbon, safe and efficient” by 2030, with continued additions of “wind, solar, hydro and nuclear power”.
In line with China’s international pledge, it sets a target for raising the share of non-fossil energy in total energy consumption to 25% by 2030, up from just under 21.7% in 2025.
The development of “green factories” and “zero-carbon [industrial] parks” has been central to many local governments’ strategies for meeting the non-fossil energy target, according to industry news outlet BJX News. A call to build more of these zero-carbon industrial parks is listed in the five-year plan.
Prof Pan Jiahua, dean of Beijing University of Technology’s Institute of Ecological Civilization, tells Carbon Brief that expanding demand for clean energy through mechanisms such as “green factories” represents an increasingly “bottom-up” and “market-oriented” approach to the energy transition, which will leave “no place for fossil fuels”.
He adds that he is “very much sure that China’s zero-carbon process is being accelerated and fossil fuels are being driven out of the market”, pointing to the rapid adoption of EVs.
The plan says that China will aim to double “non-fossil energy” in 10 years – although it does not clarify whether this means their installed capacity or electricity generation, or what the exact starting year would be.
Research has shown that doubling wind and solar capacity in China between 2025-2035 would be “consistent” with aims to limit global warming to 2C.
While the language “certainly” pushes for greater additions of renewable energy, Yao tells Carbon Brief, it is too “opaque” to be a “direct indication” of the government’s plans for renewable additions.
She adds that “grid stability and healthy, orderly competition” is a higher priority for policymakers than guaranteeing a certain level of capacity additions.
China continues to place emphasis on the need for large-scale clean-energy “bases” and cross-regional power transmission.
The plan says China must develop “clean-energy bases…in the three northern regions” and “integrated hydro-wind-solar complexes” in south-west China.
It specifically encourages construction of “large-scale wind and solar” power bases in desert regions “primarily” for cross-regional power transmission, as well as “major hydropower” projects, including the Yarlung Tsangpo dam in Tibet.
As such, the country should construct “power-transmission corridors” with the capacity to send 420 gigawatts (GW) of electricity from clean-energy bases in western provinces to energy-hungry eastern provinces by 2030, the plan says.
State Grid, China’s largest grid operator, plans to install “another 15 ultra-high voltage [UHV] transmission lines” by 2030, reports Reuters, up from the 45 UHV lines built by last year.
Below are two maps illustrating the interlinkages between clean-energy bases in China in the 15th (top) and 14th (bottom) five-year plan periods.
The yellow dotted areas represent clean energy bases, while the arrows represent cross-regional power transmission. The blue wind-turbine icons represent offshore windfarms and the red cooling tower icons represent coastal nuclear plants.


The 15th five-year plan map shows a consistent approach to the 2021-2025 period. As well as power being transmitted from west to east, China plans for more power to be sent to southern provinces from clean-energy bases in the north-west, while clean-energy bases in the north-east supply China’s eastern coast.
It also maps out “mutual assistance” schemes for power grids in neighbouring provinces.
Offshore wind power should reach 100GW by 2030, while nuclear power should rise to 110GW, according to the plan.
What does the plan signal about coal?
The increased emphasis on grid infrastructure in the draft 15th five-year plan reflects growing concerns from energy planning officials around ensuring China’s energy supply.
Ren Yuzhi, director of the NEA’s development and planning department, wrote ahead of the plan’s release that the “continuous expansion” of China’s energy system has “dramatically increased its complexity”.
He said the NEA felt there was an “urgent need” to enhance the “secure and reliable” replacement of fossil-fuel power with new energy sources, as well as to ensure the system’s “ability to absorb them”.
Meanwhile, broader concerns around energy security have heightened calls for coal capacity to remain in the system as a “ballast stone”.
The plan continues to support the “clean and efficient utilisation of fossil fuels” and does not mention either a cap or peaking timeline for coal consumption.
Xi had previously told fellow world leaders that China would “strictly control” coal-fired power and phase down coal consumption in the 15th five-year plan period.
The “geopolitical situation is increasing energy security concerns” at all levels of government, said the Institute for Global Decarbonization Progress in a note responding to the draft plan, adding that this was creating “uncertainty over coal reduction”.
Ahead of its publication, there were questions around whether the plan would set a peaking deadline for oil and coal. An article posted by state news agency Xinhua last month, examining recommendations for the plan from top policymakers, stated that coal consumption would plateau from “around 2027”, while oil would peak “around 2026”.
However, the plan does not lay out exact years by which the two fossil fuels should peak, only saying that China will “promote the peaking of coal and oil consumption”.
There are similarly no mentions of phasing out coal in general, in line with existing policy.
Nevertheless, there is a heavy emphasis on retrofitting coal-fired power plants. The plan calls for the establishment of “demonstration projects” for coal-plant retrofitting, such as through co-firing with biomass or “green ammonia”.
Such retrofitting could incentivise lower utilisation of coal plants – and thus lower emissions – if they are used to flexibly meet peaks in demand and to cover gaps in clean-energy output, instead of providing a steady and significant share of generation.
The plan also calls for officials to “fully implement low-carbon retrofitting projects for coal-chemical industries”, which have been a notable source of emissions growth in the past year.
However, the coal-chemicals sector will likely remain a key source of demand for China’s coal mining industry, with coal-to-oil and coal-to-gas bases listed as a “key area” for enhancing the country’s “security capabilities”.
Meanwhile, coal-fired boilers and industrial kilns in the paper industry, food processing and textiles should be replaced with “clean” alternatives to the equivalent of 30m tonnes of coal consumption per year, it says.
“China continues to scale up clean energy at an extraordinary pace, but the plan still avoids committing to strong measurable constraints on emissions or fossil fuel use”, says Joseph Dellatte, head of energy and climate studies at the Institut Montaigne. He adds:
“The logic remains supply-driven: deploy massive amounts of clean energy and assume emissions will eventually decline.”
How will China approach global climate governance in the next five years?
Meanwhile, clean-energy technologies continue to play a role in upgrading China’s economy, with several “new energy” sectors listed as key to its industrial policy.
Named sectors include smart EVs, “new solar cells”, new-energy storage, hydrogen and nuclear fusion energy.
“China’s clean-technology development – rather than traditional administrative climate controls – is increasingly becoming the primary driver of emissions reduction,” says ASPI’s Li. He adds that strengthening China’s clean-energy sectors means “more closely aligning Beijing’s economic ambitions with its climate objectives”.
Analysis for Carbon Brief shows that clean energy drove more than a third of China’s GDP growth in 2025, representing around 11% of China’s whole economy.
The continued support for these sectors in the draft five-year plan comes as the EU outlined its own measures intended to limit China’s hold on clean-energy industries, driven by accusations of “unfair competition” from Chinese firms.
China is unlikely to crack down on clean-tech production capacity, Dr Rebecca Nadin, director of the Centre for Geopolitics of Change at ODI Global, tells Carbon Brief. She says:
“Beijing is treating overcapacity in solar and smart EVs as a strategic choice, not a policy error…and is prepared to pour investment into these sectors to cement global market share, jobs and technological leverage.”
Dellatte echoes these comments, noting that it is “striking” that the plan “barely addresses the issue of industrial overcapacity in clean technologies”, with the focus firmly on “scaling production and deployment”.
At the same time, China is actively positioning itself to be a prominent voice in climate diplomacy and a champion of proactive climate action.
This is clear from the first line in a section on providing “global public goods”. It says:
“As a responsible major country, China will play a more active role in addressing global challenges such as climate change.”
The plan notes that China will “actively participate in and steer [引领] global climate governance”, in line with the principle of “common,but differentiated responsibilities”.
This echoes similar language from last year’s government work report, Yao tells Carbon Brief, demonstrating a “clear willingness” to guide global negotiations. But she notes that this “remains an aspiration that’s yet to be made concrete”. She adds:
“China has always favored collective leadership, so its vision of leadership is never a lone one.”
The country will “deepen south-south cooperation on climate change”, the plan says. In an earlier section on “opening up”, it also notes that China will explore “new avenues for collaboration in green development” with global partners as part of its “Belt and Road Initiative”.
China is “doubling down” on a narrative that it is a “responsible major power” and “champion of south-south climate cooperation”, Nadin says, such as by “presenting its clean‑tech exports and finance as global public goods”. She says:
“China will arrive at future COPs casting itself as the indispensable climate leader for the global south…even though its new five‑year plan still puts growth, energy security and coal ahead of faster emissions cuts at home.”
What else does the plan cover?
The impact of extreme weather – particularly floods – remains a key concern in the plan.
China must “refine” its climate adaptation framework and “enhance its resilience to climate change, particularly extreme-weather events”, it says.
China also aims to “strengthen construction of a national water network” over the next five years in order to help prevent floods and droughts.
An article published a few days before the plan in the state-run newspaper China Daily noted that, “as global warming intensifies, extreme weather events – including torrential rains, severe convective storms, and typhoons – have become more frequent, widespread and severe”.
The plan also touches on critical minerals used for low-carbon technologies. These will likely remain a geopolitical flashpoint, with China saying it will focus during the next five years on “intensifying” exploration and “establishing” a reserve for critical minerals. This reserve will focus on “scarce” energy minerals and critical minerals, as well as other “advantageous mineral resources”.
Dellatte says that this could mean the “competition in the energy transition will increasingly be about control over mineral supply chains”.
Other low-carbon policies listed in the five-year plan include expanding coverage of China’s mandatory carbon market and further developing its voluntary carbon market.
China will “strengthen monitoring and control” of non-CO2 greenhouse gases, the plan says, as well as implementing projects “targeting methane, nitrous oxide and hydrofluorocarbons” in sectors such as coal mining, agriculture and chemicals.
This will create “capacity” for reducing emissions by 30m tonnes of CO2 equivalent, it adds.
Meanwhile, China will develop rules for carbon footprint accounting and push for internationally recognised accounting standards.
It will enhance reform of power markets over the next five years and improve the trading mechanism for green electricity certificates.
It will also “promote” adoption of low-carbon lifestyles and decarbonisation of transport, as well as working to advance electrification of freight and shipping.
The post Q&A: What does China’s 15th ‘five-year plan’ mean for climate change? appeared first on Carbon Brief.
Q&A: What does China’s 15th ‘five-year plan’ mean for climate change?
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