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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。

中国各行业对投资(左)与整体GDP(右)增长的贡献,单位:万亿元。来源:能源与清洁空气研究中心(CREA)为Carbon Brief所作分析。

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%。

中国清洁能源行业对国内生产总值(GDP)的贡献占比,%。
中国清洁能源行业对国内生产总值(GDP)的贡献占比,%。来源:能源与清洁空气研究中心(CREA)为Carbon Brief所作分析。

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。

2022-2025年中国清洁能源行业对国内生产总值(GDP)及其增长的贡献
2022-2025年中国清洁能源行业对国内生产总值(GDP)及其增长的贡献,单位:万亿元。来源:能源与清洁空气研究中心(CREA)为Carbon Brief所作分析。

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。

中国燃油车与电动车产量,单位:百万辆。电动车包含纯电动车及插电式混合动力车。
中国燃油车与电动车产量,单位:百万辆。电动车包含纯电动车及插电式混合动力车。数据来源:中国汽车工业协会,经Wind金融终端汇总整理。

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。

新增清洁电力装机容量价值,单位:十亿元,按年度新增统计
新增清洁电力装机容量价值,单位:十亿元,按年度新增统计。来源:能源与清洁空气研究中心(CREA)为Carbon Brief所作分析。

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.

分析:清洁能源2025年为中国GDP增长贡献超过三分之一

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Cropped 25 February 2026: Food inflation strikes | El Niño looms | Biodiversity talks stagnate

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We handpick and explain the most important stories at the intersection of climate, land, food and nature over the past fortnight.

This is an online version of Carbon Brief’s fortnightly Cropped email newsletter.
Subscribe for free here.

Key developments

Food inflation on the rise

DELUGE STRIKES FOOD: Extreme rainfall and flooding across the Mediterranean and north Africa has “battered the winter growing regions that feed Europe…threatening food price rises”, reported the Financial Times. Western France has “endured more than 36 days of continuous rain”, while farmers’ associations in Spain’s Andalusia estimate that “20% of all production has been lost”, it added. Policy expert David Barmes told the paper that the “latest storms were part of a wider pattern of climate shocks feeding into food price inflation”.

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NO BEEF: The UK’s beef farmers, meanwhile, “face a double blow” from climate change as “relentless rain forces them to keep cows indoors”, while last summer’s drought hit hay supplies, said another Financial Times article. At the same time, indoor growers in south England described a 60% increase in electricity standing charges as a “ticking timebomb” that could “force them to raise their prices or stop production, which will further fuel food price inflation”, wrote the Guardian.

TINDERBOX’ AND TARIFFS: A study, covered by the Guardian, warned that major extreme weather and other “shocks” could “spark social unrest and even food riots in the UK”. Experts cited “chronic” vulnerabilities, including climate change, low incomes, poor farming policy and “fragile” supply chains that have made the UK’s food system a “tinderbox”. A New York Times explainer noted that while trade could once guard against food supply shocks, barriers such as tariffs and export controls – which are being “increasingly” used by politicians – “can shut off that safety valve”.

El Niño looms

NEW ENSO INDEX: Researchers have developed a new index for calculating El Niño, the large-scale climate pattern that influences global weather and causes “billions in damages by bringing floods to some regions and drought to others”, reported CNN. It added that climate change is making it more difficult for scientists to observe El Niño patterns by warming up the entire ocean. The outlet said that with the new metric, “scientists can now see it earlier and our long-range weather forecasts will be improved for it.”

WARMING WARNING: Meanwhile, the US Climate Prediction Center announced that there is a 60% chance of the current La Niña conditions shifting towards a neutral state over the next few months, with an El Niño likely to follow in late spring, according to Reuters. The Vibes, a Malaysian news outlet, quoted a climate scientist saying: “If the El Niño does materialise, it could possibly push 2026 or 2027 as the warmest year on record, replacing 2024.”

CROP IMPACTS: Reuters noted that neutral conditions lead to “more stable weather and potentially better crop yields”. However, the newswire added, an El Niño state would mean “worsening drought conditions and issues for the next growing season” to Australia. El Niño also “typically brings a poor south-west monsoon to India, including droughts”, reported the Hindu’s Business Line. A 2024 guest post for Carbon Brief explained that El Niño is linked to crop failure in south-eastern Africa and south-east Asia.

News and views

  • DAM-AG-ES: Several South Korean farmers filed a lawsuit against the country’s state-owned utility company, “seek[ing] financial compensation for climate-related agricultural damages”, reported United Press International. Meanwhile, a national climate change assessment for the Philippines found that the country “lost up to $219bn in agricultural damages from typhoons, floods and droughts” over 2000-10, according to Eco-Business.
  • SCORCHED GRASS: South Africa’s Western Cape province is experiencing “one of the worst droughts in living memory”, which is “scorching grass and killing livestock”, said Reuters. The newswire wrote: “In 2015, a drought almost dried up the taps in the city; farmers say this one has been even more brutal than a decade ago.”
  • NOUVELLE VEG: New guidelines published under France’s national food, nutrition and climate strategy “urged” citizens to “limit” their meat consumption, reported Euronews. The delayed strategy comes a month after the US government “upended decades of recommendations by touting consumption of red meat and full-fat dairy”, it noted. 
  • COURTING DISASTER: India’s top green court accepted the findings of a committee that “found no flaws” in greenlighting the Great Nicobar project that “will lead to the felling of a million trees” and translocating corals, reported Mongabay. The court found “no good ground to interfere”, despite “threats to a globally unique biodiversity hotspot” and Indigenous tribes at risk of displacement by the project, wrote Frontline.
  • FISH FALLING: A new study found that fish biomass is “falling by 7.2% from as little as 0.1C of warming per decade”, noted the Guardian. While experts also pointed to the role of overfishing in marine life loss, marine ecologist and study lead author Dr Shahar Chaikin told the outlet: “Our research proves exactly what that biological cost [of warming] looks like underwater.” 
  • TOO HOT FOR COFFEE: According to new analysis by Climate Central, countries where coffee beans are grown “are becoming too hot to cultivate them”, reported the Guardian. The world’s top five coffee-growing countries faced “57 additional days of coffee-harming heat” annually because of climate change, it added.

Spotlight

Nature talks inch forward

This week, Carbon Brief covers the latest round of negotiations under the UN Convention on Biological Diversity (CBD), which occurred in Rome over 16-19 February.

The penultimate set of biodiversity negotiations before October’s Conference of the Parties ended in Rome last week, leaving plenty of unfinished business.

The CBD’s subsidiary body on implementation (SBI) met in the Italian capital for four days to discuss a range of issues, including biodiversity finance and reviewing progress towards the nature targets agreed under the Kunming-Montreal Global Biodiversity Framework (GBF).

However, many of the major sticking points – particularly around finance – will have to wait until later this summer, leaving some observers worried about the capacity for delegates to get through a packed agenda at COP17.

The SBI, along with the subsidiary body on scientific, technical and technological advice (SBSTTA) will both meet in Nairobi, Kenya, later this summer for a final round of talks before COP17 kicks off in Yerevan, Armenia, on 19 October.

Money talks

Finance for nature has long been a sticking point at negotiations under the CBD.

Discussions on a new fund for biodiversity derailed biodiversity talks in Cali, Colombia, in autumn 2024, requiring resumed talks a few months later.

Despite this, finance was barely on the agenda at the SBI meetings in Rome. Delegates discussed three studies on the relationship between debt sustainability and implementation of nature plans, but the more substantive talks are set to take place at the next SBI meeting in Nairobi.

Several parties “highlighted concerns with the imbalance of work” on finance between these SBI talks and the next ones, reported Earth Negotiations Bulletin (ENB).

Lim Li Ching, senior researcher at Third World Network, noted that tensions around finance permeated every aspect of the talks. She told Carbon Brief:

“If you’re talking about the gender plan of action – if there’s little or no financial resources provided to actually put it into practice and implement it, then it’s [just] paper, right? Same with the reporting requirements and obligations.”

Monitoring and reporting

Closely linked to the issue of finance is the obligations of parties to report on their progress towards the goals and targets of the GBF.

Parties do so through the submission of national reports.

Several parties at the talks pointed to a lack of timely funding for driving delays in their reporting, according to ENB.

A note released by the CBD Secretariat in December said that no parties had submitted their national reports yet; by the time of the SBI meetings, only the EU had. It further noted that just 58 parties had submitted their national biodiversity plans, which were initially meant to be published by COP16, in October 2024.

Linda Krueger, director of biodiversity and infrastructure policy at the environmental not-for-profit Nature Conservancy, told Carbon Brief that despite the sparse submissions, parties are “very focused on the national report preparation”. She added:

“Everybody wants to be able to show that we’re on the path and that there still is a pathway to getting to 2030 that’s positive and largely in the right direction.”

Watch, read, listen

NET LOSS: Nigeria’s marine life is being “threatened” by “ghost gear” – nets and other fishing equipment discarded in the ocean – said Dialogue Earth.

COMEBACK CAUSALITY: A Vox long-read looked at whether Costa Rica’s “payments for ecosystem services” programme helped the country turn a corner on deforestation.

HOMEGROWN GOALS: A Straits Times podcast discussed whether import-dependent Singapore can afford to shelve its goal to produce 30% of its food locally by 2030.

‘RUSTING’ RIVERS: The Financial Times took a closer look at a “strange new force blighting the [Arctic] landscape”: rivers turning rust-orange due to global warming.

New science

  • Lakes in the Congo Basin’s peatlands are releasing carbon that is thousands of years old | Nature Geoscience
  • Natural non-forest ecosystems – such as grasslands and marshlands – were converted for agriculture at four times the rate of land with tree cover between 2005 and 2020 | Proceedings of the National Academy of Sciences
  • Around one-quarter of global tree-cover loss over 2001-22 was driven by cropland expansion, pastures and forest plantations for commodity production | Nature Food

In the diary

Cropped is researched and written by Dr Giuliana Viglione, Aruna Chandrasekhar, Daisy Dunne, Orla Dwyer and Yanine Quiroz.
Please send tips and feedback to cropped@carbonbrief.org

The post Cropped 25 February 2026: Food inflation strikes | El Niño looms | Biodiversity talks stagnate appeared first on Carbon Brief.

Cropped 25 February 2026: Food inflation strikes | El Niño looms | Biodiversity talks stagnate

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Battery passport plan aims to clean up the industry powering clean energy

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For millions of consumers, the sustainability scheme stickers found on everything from bananas to chocolate bars and wooden furniture are a way to choose products that are greener and more ethical than some of the alternatives.

Inga Petersen, executive director of the Global Battery Alliance (GBA), is on a mission to create a similar scheme for one of the building blocks of the transition from fossil fuels to clean energy systems: batteries.

“Right now, it’s a race to the bottom for whoever makes the cheapest battery,” Petersen told Climate Home News in an interview.

The GBA is working with industry, international organisations, NGOs and governments to establish a sustainable and transparent battery value chain by 2030.

“One of the things we’re trying to do is to create a marketplace where products can compete on elements other than price,” Petersen said.

Under the GBA’s plan, digital product passports and traceability would be used to issue product-level sustainability certifications, similar to those commonplace in other sectors such as forestry, Petersen said.

Managing battery boom’s risks

Over the past decade, battery deployment has increased 20-fold, driven by record-breaking electric vehicle (EV) sales and a booming market for batteries to store intermittent renewable energy.

Falling prices have been instrumental to the rapid expansion of the battery market. But the breakneck pace of growth has exposed the potential environmental and social harms associated with unregulated battery production.

From South America to Zimbabwe and Indonesia, mineral extraction and refining has led to social conflict, environmental damage, human rights violations and deforestation. In Indonesia, the nickel industry is powered by coal while in Europe, production plants have been met with strong local opposition over pollution concerns.

“We cannot manage these risks if we don’t have transparency,” Petersen said.

    The GBA was established in 2017 in response to concerns about the battery industry’s impact as demand was forecast to boom and reports of child labour in the cobalt mines of the Democratic Republic of the Congo made headlines.

    The alliance’s initial 19 members recognised that the industry needed to scale rapidly but with “social, environmental and governance guardrails”, said Petersen, who previously worked with the UN Environment Programme to develop guiding principles to minimise the environmental impact of mining.

    A blonde woman wearing a head set sits with her legged crossed during an event at the World Economic Forum
    Inga Petersen, executive director of the Global Battery Alliance, speaking at a conference in Dalian, China, in June 2024 (Photo: World Economic Forum/Ciaran McCrickard) 

    Digital battery passport

    Today, the alliance is working to develop a global certification scheme that will recognise batteries that meet minimum thresholds across a set of environmental, social and governance benchmarks it has defined along the entire value chain.

    Participating mines, manufacturing plants and recycling facilities will have to provide data for their greenhouse gas emissions as well as how they perform against benchmarks for assessing biodiversity loss, pollution, child and forced labour, community impacts and respect for the rights of Indigenous peoples, for example.

    The data will be independently verified, scored, aggregated and recorded on a battery passport – a digital record of the battery’s composition, which will include the origin of its raw materials and its performance against the GBA’s sustainability benchmarks

    The scheme is due to launch in 2027.

    A carrot and a stick

    Since the start of the year, some of the world’s largest battery companies have been voluntarily participating in the biggest pilot of the scheme to date.

    More than 30 companies across the EV battery and stationary storage supply chains are involved, among them Chinese battery giants CATL and BYD subsidiary FinDreams Battery, miner Rio Tinto, battery producers Samsung SDI and Siemens, automotive supplier Denso and Tesla.

    Petersen said she was “thrilled” about support for the scheme. Amid a growing pushback against sustainability rules and standards, “these companies are stepping up to send a public signal that they are still committed to a sustainable and responsible battery value chain,” she said.

    A slide deck of the consortia and companies involved in the Global Battery Alliance pilot scheme
    The companies taking part in the Global Battery Alliance’s latest battery passport pilot scheme (Credit: Global Battery Alliance)

    There are other motivations for battery producers to know where components in their batteries have come from and whether they have been produced responsibly.

    In 2023, the EU adopted a law regulating the batteries sold on its market.

    From 2027, it mandates all batteries to meet environmental and safety criteria and to have a digital passport accessed via a QR code that contains information about the battery’s composition, its carbon footprint and its recycling content.

    The GBA certification is not intended as a compliance instrument for the EU law but it will “add a carrot” by recognising manufacturers that go beyond meeting the bloc’s rules on nature and human rights, Petersen said.

    Raising standards in complex supply chain

    But challenges remain, in part due to the complexity of battery supply chains.

    In the case of timber, “you have a single input material but then you have a very complex range of end products. For batteries, it’s almost the reverse,” Petersen said.

    The GBA wants its certification scheme to cover all critical minerals present in batteries, covering dozens of different mining, processing and manufacturing processes and hundreds of facilities.

    “One of the biggest impacts will be rewarding the leading performers through preferential access to capital, for example, with investors choosing companies that are managing their risk responsibly and transparently,” Petersen said.

      It could help influence public procurement and how companies, such as EV makers, choose their suppliers, she added. End consumers will also be able to access a summary of the GBA’s scores when deciding which product to buy.

      US, Europe rush to build battery supply chain

      Today, the GBA has more than 150 members across the battery value chain, including more than 50 companies, of which over a dozen are Chinese firms.

      China produces over three-quarters of batteries sold globally and it dominates the world’s battery recycling capacity, leaving the US and Europe scrambling to reduce their dependence on Beijing by building their own battery supply chains.

      Petersen hopes the alliance’s work can help build trust in the sector amid heightened geopolitical tensions. “People want to know where the materials are coming from and which actors are involved,” she said.

      At the same time, companies increasingly recognise that failing to manage sustainability risks can threaten their operations. Protests over environmental concerns have shut down mines and battery factories across the world.

       “Most companies know that and that’s why they’re making these efforts,” Petersen added.

      The post Battery passport plan aims to clean up the industry powering clean energy appeared first on Climate Home News.

      Battery passport plan aims to clean up the industry powering clean energy

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      Climate Change

      Reheating plastic food containers: what science says about microplastics and chemicals in ready meals

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      How often do you eat takeaway food? What about pre-prepared ready meals? Or maybe just microwaving some leftovers you had in the fridge? In any of these cases, there’s a pretty good chance the container was made out of plastic. Considering that they can be an extremely affordable option, are there any potential downsides we need to be aware of? We decided to investigate.

      Scientific research increasingly shows that heating food in plastic packaging can release microplastics and plastic chemicals into the food we eat. A new Greenpeace International review of peer-reviewed studies finds that microwaving plastic food containers significantly increases this release, raising concerns about long-term human health impacts. This article summarises what the science says, what remains uncertain, and what needs to change.

      There’s no shortage of research showing how microplastics and nanoplastics have made their way throughout the environment, from snowy mountaintops and Arctic ice, into the beetles, slugs, snails and earthworms at the bottom of the food chain. It’s a similar story with humans, with microplastics found in blood, placenta, lungs, liver and plenty of other places. On top of this, there’s some 16,000 chemicals known to be either present or used in plastic, with a bit over a quarter of those chemicals already identified as being of concern. And there are already just under 1,400 chemicals that have been found in people.

      Not just food packaging, but plenty of household items either contain or are made from plastic, meaning they potentially could be a source of exposure as well. So if microplastics and chemicals are everywhere (including inside us), how are they getting there? Should we be concerned that a lot of our food is packaged in plastic?

      Ready meals, takeaway containers and plastic packaging can release microplastics and toxic chemicals into our food.

      Greenpeace analysis of 24 articles in peer-reviewed scientific journals found that the plastics we use to package our food are directly risking our health.

      Heating food in plastic packaging dramatically increases the levels of microplastics and chemicals that leach into our food.

      © Jack Taylor Gotch / Greenpeac

      Plastic food packaging: the good, the bad, and the ugly

      The growing trend towards ready meals, online shopping and restaurant delivery, and away from home-prepared meals and individual grocery shopping, is happening in every region of the world. Since the first microwaveable TV dinners were introduced in the US in the 1950s to sell off excess stock of turkey meat after Thanksgiving holidays, pre-packaged ready meals have grown hugely in sales. The global market is worth $190bn in 2025, and is expected to reach a total volume of 71.5 million tonnes by 2030. It’s also predicted that the top five global markets for convenience food (China, USA, Japan, Mexico and Russia) will remain relatively unchanged up to 2030, with the most revenue in 2019 generated by the North America region.

      A new report from Greenpeace International set out to analyse articles in peer-reviewed, scientific journals to look at what exactly the research has to say about plastic food packaging and food contact plastics.

      Here’s what we found.

      Our review of 24 recent articles highlights a consistent picture that regulators, businesses and

      consumers should be concerned about: when food is packaged in plastic and then microwaved, this significantly increases the risk of both microplastic and chemical release, and that these microplastics and chemicals will leach into the food inside the packaging.

      And not just some, but a lot of microplastics and chemicals.

      When polystyrene and polypropylene containers filled with water were microwaved after being stored in the fridge or freezer, one study found they released anywhere between 100,000-260,000 microplastic particles, and another found that five minutes of microwave heating could release between 326,000-534,000 particles into food.

      Similarly there are a wide range of chemicals that can be and are released when plastic is heated. Across different plastic types, there are estimated to be around 16,000 different chemicals that can either be used or present in plastics, and of these around 4,200 are identified as being hazardous, whilst many others lack any form of identification (hazardous or otherwise) at all.

      The research also showed that 1,396 food contact plastic chemicals have been found in humans, several of which are known to be hazardous to human health. At the same time, there are many chemicals for which no research into the long-term effects on human health exists.

      Ultimately, we are left with evidence pointing towards increased release of microplastics and plastic chemicals into food from heating, the regular migration of microplastics and chemicals into food, and concerns around what long-term impacts these substances have on human health, which range from uncertain to identified harm.

      Illustrated diagram showing how heating food in plastic containers releases microplastics, nanoplastics and chemicals into food. The graphic lists common plastic types used in food containers, including PET, HDPE, PVC, LDPE, PP, PS and other plastics. It shows food being heated in ovens and microwaves in containers labelled “oven safe” and “microwave safe”. Arrows lead from heated food to a cutaway of a plastic container filled with coloured particles, representing microplastics, nanoplastics and chemical additives migrating from the plastic into food.
      Heating food in plastic containers, even those labelled “microwave safe” or “oven safe”, can release microplastics, nanoplastics and toxic chemicals into our meals. From ready meals to leftovers, common plastics like PET, PP and PS break down under heat, contaminating food we eat every day. This visual explains how plastic packaging turns heat into hidden exposure. © William Morris-Julien / Greenpeace 

      The known unknowns of plastic chemicals and microplastics

      The problem here (aside from the fact that plastic chemicals are routinely migrating into our food), is that often we don’t have any clear research or information on what long-term impacts these chemicals have on human health. This is true of both the chemicals deliberately used in plastic production (some of which are absolutely toxic, like antimony which is used to make PET plastic), as well as in what’s called non-intentionally added substances (NIAS).

      NIAS refers to chemicals which have been found in plastic, and typically originate as impurities, reaction by-products, or can even form later when meals are heated. One study found that a UV stabiliser plastic additive reacted with potato starch when microwaved to create a previously unknown chemical compound.

      We’ve been here before: lessons from tobacco, asbestos and lead

      Although none of this sounds particularly great, this is not without precedence. Between what we do and don’t know, waiting for perfect evidence is costly both economically and in terms of human health. With tobacco, asbestos, and lead, a similar story to what we’re seeing now has played out before. After initial evidence suggesting problems and toxicity, lobbyists from these industries pushed back to sow doubt about the scientific validity of the findings, delaying meaningful action. And all the while, between 1950-2000, tobacco alone led to the deaths of around 60 million people. Whilst distinguishing between correlation and causation, and finding proper evidence is certainly important, it’s also important to take preventative action early, rather than wait for more people to be hurt in order to definitively prove the point.

      Where to from here?

      This is where adopting the precautionary principle comes in. This means shifting the burden of proof away from consumers and everyone else to prove that a product is definitely harmful (e.g. it’s definitely this particular plastic that caused this particular problem), and onto the manufacturer to prove that their product is definitely safe. This is not a new idea, and plenty of examples of this exist already, such as the EU’s REACH regulation, which is centred around the idea of “no data, no market” – manufacturers are obligated to provide data demonstrating the safety of their product in order to be sold.

      Ready meals, takeaway containers and plastic packaging can release microplastics and toxic chemicals into our food.

      Greenpeace analysis of 24 articles in peer-reviewed scientific journals found that the plastics we use to package our food are directly risking our health.

      Heating food in plastic packaging dramatically increases the levels of microplastics and chemicals that leach into our food.

      © Jack Taylor Gotch / Greenpeac

      But as it stands currently, the precautionary principle isn’t applied to plastics. For REACH in particular, plastics are assessed on a risk-based approach, which means that, as the plastic industry itself has pointed out, something can be identified as being extremely hazardous, but is still allowed to be used in production if the leached chemical stays below “safe” levels, despite that for some chemicals a “safe” low dose is either undefined, unknown, or doesn’t exist.

      A better path forward

      Governments aren’t acting fast enough to reduce our exposure and protect our health. There’s no shortage of things we can do to improve this situation. The most critical one is to make and consume less plastic. This is a global problem that requires a strong Global Plastics Treaty that reduces global plastic production by at least 75% by 2040 and eliminates harmful plastics and chemicals. And it’s time that corporations take this growing threat to their customers’ health seriously, starting with their food packaging and food contact products. Here are a number of specific actions policymakers and companies can take, and helpful hints for consumers.

      Policymakers & companies

      • Implement the precautionary principle:
        • For policymakers – Stop the use of hazardous plastics and chemicals, on the basis of their intrinsic risk, rather than an assessment of “safe” levels of exposure.
        • For companies – Commit to ensure that there is a “zero release” of microplastics and hazardous chemicals from packaging into food, alongside an Action Plan with milestones to achieve this by 2035
      • Stop giving false assurances to consumers about “microwave safe” containers
      • Stop the use of single-use and plastic packaging, and implement policies and incentives to foster the uptake of reuse systems and non-toxic packaging alternatives.

      Consumers

      • Encourage your local supermarkets and shops to shift away from plastic where possible
      • Avoid using plastic containers when heating/reheating food
      • Use non-plastic refill containers

      Trying to dodge plastic can be exhausting. If you’re feeling overwhelmed, you’re not alone. We can only do so much in this broken plastic-obsessed system. Plastic producers and polluters need to be held accountable, and governments need to act faster to protect the health of people and the planet. We urgently need global governments to accelerate a justice-centred transition to a healthier, reuse-based, zero-waste future. Ensure your government doesn’t waste this once-in-a-generation opportunity to end the age of plastic.

      Reheating plastic food containers: what science says about microplastics and chemicals in ready meals

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