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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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Guest post: Why tough methane cuts are crucial for keeping warming ‘well-below’ 2C

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Methane is a powerful greenhouse gas and the second-largest contributor to global warming after carbon dioxide (CO2).

Methane traps heat in the atmosphere more efficiently than CO2, but has a significantly shorter lifespan, fading after just a few decades.

Therefore, reducing emissions of methane – a gas primarily produced by agriculture, fossil fuels and waste management – is a powerful option for limiting global warming in the near-term.

Yet climate strategies and models often only focus on CO2, or combine all greenhouse gases into one metric known as “CO2 equivalent”.

The latter approach makes reducing methane emissions dependent on modelling choices and assumptions about the “equivalence” of methane and CO2.

It hides the opportunities and challenges linked to methane’s high warming and short lifetime.

In a new study, published in Communications Earth & Environment, we offer a different perspective that “decouples” CO2 and methane reduction and takes global warming limits as a starting point for determining the required level of methane cuts.

We show that, even under the most ambitious existing national net-zero targets, an absence of methane reduction leads to peak warming that exceeds 1.85C above pre-industrial levels.

The study highlights that, to limit peak warming to well-below 2C, net-zero CO2 targets must be complemented by stringent methane emissions cuts.

CO2 equivalent

How much methane corresponds to one tonne of CO2?

The question is as difficult to answer as: ‘how much spaghetti equals a chicken?’ You could compare the two meals according to their calories, protein content or cost. Each metric can be convenient, but is only valid for that specific comparison – no amount of spaghetti is the same as a chicken.

The same is true for the conversion of emissions of methane and other gases to CO2-equivalent emissions. It can be convenient, as it allows different gases to be compared or combined into a single number. This is why the metric is used in climate targets or evaluating the effectiveness of different mitigation options.

But, because methane and CO2 have different atmospheric lifetimes and warming properties, any conversion is only valid for a chosen time horizon and a chosen baseline.

Depending on the assumptions baked into calculations, methane mitigation can either appear as an immediate priority or framed as almost unnecessary.

There are a number of metrics that scientists use to convert greenhouse gases – whether methane, hydrofluorocarbons or nitrous oxide – into CO2-equivalent emissions:

  • “GWP20” measures how much heat a greenhouse gas traps in the atmosphere over a 20-year period, relative to CO2. It emphasises urgent methane mitigation but has been criticised for its implicit discounting of future damages.
  • “GWP100” looks at a 100-year timeline. It gives more weight to long-term warming and is used in “integrated assessment models” (IAMs) used by scientists, national emission reporting to the UN and by the GHG Protocol used by companies.
  • GWP*” considers the rate of emissions, rather than warming over a fixed time horizon. Under GWP*, very limited methane reductions bring CO2-equivalent emissions to zero, meaning remaining methane emissions can be designated as causing “no additional warming”. (This interpretation remains controversial as it assumes the continuation of historical levels of warming.)

IAMs are the tools used to generate future emissions scenarios. Because they combine CO2 and methane emissions, the impact of methane emission cuts alone is difficult to isolate in existing emission scenarios.

IAM-generated scenarios also assume mitigation decisions driven by costs. Combinations of CO2 and methane emission pathways that are not purely cost-effective are, therefore, not represented, even though climate policy is messy and emission pathways are rarely cost-effective in the real world.

Only a few countries – including Japan, Mexico and South Korea – specify methane mitigation targets.

A different approach

In our study, we separate CO2 and methane emissions and treat them as independent.

Instead of choosing a conversion method, we suggest that states and organisations set a limit on peak global warming first, then, based on their existing net-zero targets, determine the minimum compatible methane reduction target.

Companies and countries around the world have set net-zero targets focused on CO2, as well as those that include all greenhouse gases. As a result, our research looks at the necessary methane reductions for both types of goal. We consider scenarios where companies or countries deliver linear – in other words, steady – emissions reductions to reach net-zero.

Using a simple climate model, we systematically combined methane and CO2 (or greenhouse gas) mitigation pathways starting in 2025 and calculated peak warming.

The figure below shows how peak warming depends on both the year of reaching net-zero CO2 and the level of methane cuts.

Peak global warming relative to 1850-1900 reached until 2100 (50% likelihood), for combinations of the year of global net-zero CO2 emissions (x-axis) and the change in global methane (CH4) emissions between 2020 and that year (y-axis), assuming linear trajectories. Black lines are contours of equal peak warming. The three bars on the right show independent estimates of where CH4 emissions could or would land on the same vertical scale: CH4 mitigation available at no net cost (IEA, red), the 2030 mitigation potential (Global methane status report, orange), and the current legislation scenario for 2050 (Global methane status report, purple). Adapted from Weber et al. (2026).

The blue arrows in the figure show that to limit warming to 1.7C under a 2050 net-zero CO2 scenario, methane emissions would need to fall by at least 69% by 2050, relative to 2020.

Our research also finds that, if an organisation or country’s 2050 net zero-target covers all greenhouse gases, its methane emissions would need to fall by 63% instead.

However, under current policies, methane emissions are expected to increase by around 20% by 2050, relative to 2020. We find that this pathway would result in peak warming above 2C by 2050 – even if global CO2 emissions were to reach net-zero by that date (see purple bar on the right-hand side of the figure above).

The figure also shows how, if methane emissions remained at 2020 levels and net-zero CO2 was delivered by 2040 or later, warming would exceed 1.85C. This level of warming is above what has been argued as consistent with the Paris Agreement’s “well-below” 2C limit.

Conversely, cutting methane emissions by around one-third – in line with the Global Methane Pledge target for 2030 – could reduce peak warming by 0.15C, of which 0.05C could be delivered by interventions that come at no net cost. These are shown by the orange and red bars, respectively, on the figure above.

The table below highlights the minimum compatible methane cuts for three different peak warming levels and net-zero CO2 or greenhouse-gas emission targets.

Peak warming Year of net-zero CO2 emissions Year of net-zero greenhouse-gas emissions
2050 2060 2100 2050 2060 2100
1.7C -69% -63%
1.8C -32% -56% -11% -47%
2C +8% -8% -83% >50% +33% -78%

Minimum methane emission reductions between 2020 and the year of net-zero emissions, consistent with peak warming of 1.7C, 1.8C, and 2.0C at 50% likelihood, assuming linear emission trajectories. For some net-zero targets and peak warming levels, there are no compatible methane mitigation targets (indicated by “–”).

Remaining carbon budget

The global carbon budget refers to the amount of cumulative CO2 emissions allowable while still meeting a particular global warming threshold.

The 2021 climate science report from the Intergovernmental Panel on Climate Change (IPCC) and a 2023 Nature study estimated that, by 2025, the remaining carbon budget for holding warming to 2C would be around 1,000-1,150bn tonnes of CO2 (GtCO2).

We find that these estimates are founded on the assumption of methane reductions of 27-35% by 2050, relative to a 2020 baseline. (A 2024 Communications Earth & Environment study reached similar conclusions.)

Under the GWP* metric, where methane emissions are only cut to maintain “no additional warming”, the remaining carbon budget would be constrained. The best estimate of a 2C budget shrinks by around 30% to approximately 750GtCO2.

Finally, if methane emissions are not cut at all in the future, our findings suggest that the remaining carbon budget for 1.7C of global warming has, in effect, already been exhausted.

Our analysis shows how peak warming depends on both CO2 and methane reduction – and how methane-specific targets can help refine existing net-zero targets.

Crucially, we show that complementing net-zero CO2 targets with stringent methane cuts is necessary to limit peak warming to well-below 2C.

Weber, K. et al. (2026) Limiting warming by CO2 and methane mitigation in an expanded scenario space, Communications Earth & Environment, doi:10.1038/s43247-026-03832-1

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Guest post: Why tough methane cuts are crucial for keeping warming ‘well-below’ 2C

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Pacific Islands Forum leaders, Albanese must not lose focus on Pacific priorities of climate and ocean

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KOROR, PALAU, Monday 31 August 2026 — As Pacific leaders gather for the 55th Pacific Islands Forum Leaders Meeting in Palau from today, Greenpeace Australia Pacific is urging Prime Minister Anthony Albanese to stand with Pacific family by keeping Pacific needs at the heart of negotiations, backing longstanding Pacific leadership, supporting Pacific energy sovereignty and ocean custodianship, and holding the line on 1.5°C.

Against the backdrop of tense geopolitical turmoil, increasingly frequent and lethal extreme weather disasters, the threat of deep sea mining and an energy crisis driven by fossil fuel dependence, the Pacific Islands Forum Leaders Meeting (PIFLM) is a critical moment for Pacific nations to unite with Pacific needs central to regional dialogue.

The climate crisis, security, the opportunities of renewable energy in the Pacific, ocean protection, and the shifting political landscape will be the focus of the Forum’s discussions.

Speaking from Palau, Shiva Gounden, Head of Pacific at Greenpeace Australia Pacific, said:
“The Pacific Islands Forum is the most important multilateral forum in our region, unifying the Pacific under increasingly turbulent global circumstances. We are urging Forum members, including Australia, to not lose focus of Pacific priorities of climate and oceans amid noise and external pressures at this year’s meeting.

“It is very clear that the greatest security threat to our region is climate change and the only way we can address that is through a just transition away from fossil fuels. Regional cooperation is an antidote to climate chaos and geopolitical tension – together, our region can be guided by Pacific nations’ legacy of leadership from the frontlines of the climate crisis, as we build a more peaceful and secure world.

“This year’s Forum will set the stage as we build momentum toward COP31 and a Fossil Fuel Free Pacific. Australia must back Pacific energy sovereignty as a solution to the compounding threats facing our region, including soaring costs of living and increasingly lethal extreme weather disasters, and resist the militarisation of our oceans, deep sea mining, and power politics.

“We must not lose sight of what is needed. The regional adoption of Pacific-led solutions, a Pacific pre-COP with focus on advancing the just transition away from fossil fuels and community-targeted finance for strong and resilient futures beyond fossil fuels must be the foundations of this year’s Forum discussion. What we need now is stronger political will.”

Also in Palau, Dr Simon Bradshaw, COP31 Lead and climate expert at Greenpeace Australia Pacific, said:
“Prime Minister Albanese faces a major test of Australia’s climate credibility and Pacific partnership this week. We cannot be a friend to the Pacific and continue to expand fossil fuel production. The best way for Australia to remain the Pacific’s security partner of choice is to act faster on the Pacific’s number one security concern — climate change.

“The Albanese Government has approved at least five new coal and gas projects since the last Pacific Islands Forum Leaders Meeting, and 36 since being elected, every one of which increases the threats to life, security and sovereignty facing Pacific communities.

“Nowhere in the world are the dangers of fossil fuels or the benefits of renewable energy clearer than in the Pacific, which faces the double blow of climate disasters and expensive fuel imports.

“Australia, as incoming President of Negotiations for COP31, has a responsibility to follow the Pacific’s lead, embrace the vision of a resilient Fossil Fuel Free Pacific, and do everything possible to keep 1.5°C alive. Doing so would establish Australia as a highly effective middle power, a force for good in troubled times, and a true ally and partner to the Pacific.”

—ENDS—

Greenpeace Australia Pacific has delegates from the Pacific and Australia at the PIFLM in Palau available for interview

Pacific Islands Forum leaders, Albanese must not lose focus on Pacific priorities of climate and ocean

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Explainer: The CMIP7 emissions scenarios – and how they explore future climate change

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Every six to seven years, climate modelling groups around the world run a coordinated set of simulations that explore how the climate could change in the future.

These simulations form a key line of evidence for future projections used in Intergovernmental Panel on Climate Change (IPCC) assessment reports.

They are built around a set of common scenarios – or “pathways” – of future greenhouse gas emissions.

A new set of scenarios has now been published for the seventh phase of the Coupled Model Intercomparison Project (CMIP7).

These replace the “shared socioeconomic pathways” (SSPs) that drove the previous generation of climate models and featured heavily in the IPCC’s sixth assessment report (AR6).

The new scenarios are quite different from their predecessors in a number of notable ways.

Rather than being named, somewhat enigmatically, according to their “radiative forcing levels”, the new scenarios are named simply by their emissions trajectories – ranging from “low-to-negative” to “high”.

They no longer consider “no-climate-policy” baseline worlds, but instead explore the implications of current policies continuing, being strengthened, or weakening.

These new scenarios also dramatically revise high-end future emissions downward, far below the highest scenarios in prior generations, in order to reflect a world where a 21st century dominated by coal use is no longer plausible.

At the same time, they revise the lowest emissions scenarios upwards relative to those featured in the AR6, with at least some “overshoot” of the Paris Agreement’s “aspirational” target to limit global warming to 1.5C now “unavoidable”.

While modelling groups are just getting started on the full Earth-system model simulations, the emissions scenarios give a clear picture of the range of futures that will inform the IPCC’s seventh assessment cycle (AR7).

Here, Carbon Brief unpacks how the new scenarios were designed and how they differ from the SSPs published almost a decade ago.

The article also compares CO2 emissions and warming outcomes between the new scenarios and their predecessors, explores the range of future warming outcomes and examines why the high end of the scenario range has shifted markedly downward.

Finally, Carbon Brief examines the scale of carbon dioxide removal (CDR) built into the scenarios and new extensions of scenarios to 2150 and beyond.

Key highlights from Carbon Brief’s analysis of the new scenarios include:

  • The seven new scenarios give a range of global warming in 2100 from 1.6C to 3.3C above pre-industrial levels – markedly narrower than the 1.5C to 4.7C range in their SSP predecessors.
  • The top of the scenario range has fallen for the first time in four generations of climate modelling. The highest scenarios used in the three previous IPCC assessment cycles all produced around 4.6-4.9C of global warming in 2100, whereas CMIP7’s high scenario only reaches 3.3C and has around half the cumulative CO2 emissions.
  • The new “medium” scenario that is analogous to policies in place today reaches 2.9C in 2100, crossing 2C around 2050 and 3C around 2110, with a one-in-four chance of exceeding 4C by 2150.
  • The lowest scenarios have shifted modestly upwards, as a future that avoids any overshoot of 1.5C is no longer considered plausible. The very-low scenario peaks at around 1.8C mid-century before falling back close to 1.5C by 2100.
  • The updated socioeconomic assumptions underpinning the new scenarios describe a more crowded and less wealthy planet than the original SSPs, with the global human population now peaking at 10.1bn people around 2080 in the medium pathway and income per person in 2100 between 10% and 25% lower.
  • Every scenario that limits warming leans heavily on carbon dioxide removal, with cumulative removals by 2150 ranging from 655GtCO2 in the very-low scenario to 2,360GtCO2 in low-to-negative scenario.

Article sections

Article Contents

A new generation of scenarios

To simulate how human activity could shape the climate of the future, climate modellers must estimate future levels of “radiative forcings” – the external drivers that cause global warming. These include atmospheric concentrations of greenhouse gases, air pollutants and land-use changes.

Given that no one knows how the future will unfold, modellers use a handful of scenarios that span a wide range of plausible outcomes.

The Scenario Model Intercomparison Project (ScenarioMIP) coordinates the development and running of emissions scenarios for climate models used in IPCC reports.

In April 2026, high-level details about the new set of scenarios for CMIP7 were published in the journal Geoscientific Model Development (GMD).

On 1 September, the underlying emissions data was released into the public domain by the ScenarioMIP team.

There are seven new CMIP7 scenarios designed to drive model simulations for AR7. The first model runs took place in spring 2026 and initial results are expected later this year.

The previous SSP scenarios were starting to show their age. Finalised in 2015-17 using historical data ending in 2015, several years projected by the SSP scenarios were already in the past by the time AR6 concluded in 2021. Meanwhile, the world had changed considerably.

(For a full guide to the SSPs, see Carbon Brief‘s 2018 explainer.)

Storylines and emissions levels

The most visible change in the new generation of scenarios is their names. Where the SSPs combined five socioeconomic “storylines” with radiative forcing targets (SSP1-2.6, SSP5-8.5, etc), the CMIP7 scenarios are named simply for the emissions trajectory that they follow.

The table below summarises the seven scenarios and the integrated assessment model (IAM) that produced each “marker” run – in other words, the specific IAM run used to generate the scenario that, in turn, will be used by CMIP7 climate models. IAMs run simulations of how the future energy system and emissions may evolve under different assumptions around socioeconomics, future technology costs and climate policy.

The table below also details how the scenario fares against a number of key metrics assessed by Carbon Brief, including CO2 emissions and warming outcomes.

(For more on Carbon Brief’s approach, see: Methodology.).

Scenario Marker IAM Underlying SSP Emissions pathway Net CO2 in 2100 (GtCO2/yr) Cumulative CO2, 2024-2100 (GtCO2) Warming in 2100 (C vs 1850-1900)
High (H) GCAM 8s SSP3 Emissions as high as plausible with policy rollback 55 3,820 3.3 (2.6-4.4)
High-to-low (HL) WITCH 6.0 SSP5 High to mid-century, then net-zero CO2 by 2100 -1 2,566 2.8 (2.1-4.0)
Medium (M) IMAGE 3.4 SSP2 Current policies frozen at 2025 levels 34 2,814 2.9 (2.2-3.9)
Medium-low (ML) COFFEE 1.6 SSP2 Medium until 2040, then decline to net-zero CO2 by 2100 -9 1,757 2.3 (1.7-3.3)
Low (L) MESSAGEix-GLOBIOM 2.1 SSP2 Aims to keep warming likely below 2C -9 673 1.8 (1.3-2.7)
Very-low (VL) REMIND-MAgPIE 3.5-4.11 SSP1 1.5C with as little overshoot as plausible -6 310 1.6 (1.1-2.5)
Low-to-negative (LN) AIM 3.0 SSP2 1.5C with higher overshoot, then net-negative greenhouse gases -25 384 1.7 (1.2-2.5)

Warming values are medians (with the 5-95% range) from the 841-member FaIR ensemble used in this article (see: Methodology); the marker model assignments come from the ScenarioMIP database. Note that scenario names in the database differ from the official CMIP7 names (for example, the high-to-low scenario appears as “SSP5 – Medium-Low Emissions_a”).

Each of the new scenarios is built on a set of updated SSP storylines similar to those used in the original SSP scenarios. These include assumptions about future population, technological and economic growth, as well as potential for international cooperation that shape the resulting emissions pathways. The socioeconomic assumptions underlying these revised SSPs were updated in 2024 with new population and economic projections.

Most of the new emissions scenarios are now based on the “middle-of-the-road” SSP2 that assumes current socioeconomic trends broadly continue, with only one scenario using each of SSP1 (“sustainability”), SSP3 (“regional rivalry”) and SSP5 (“fossil-fuelled development”). None of the new scenarios uses SSP4 (“inequality”).

The solid lines in the figure below show updated global human population, GDP and GDP per capita values in CMIP7 (solid lines), compared to the original SSPs from CMIP’s sixth phase (CMIP6), shown by the dashed lines.

The updated SSPs in CMIP7 compared with CMIP6. Chart shows the world population, GDP and GDP per capita in the original CMIP6 SSPs and the 2024 update underpinning the CMIP7 scenarios.
World population (left), GDP (centre) and GDP per capita (right) for SSPs 1-5 in the original 2013-era SSP database (dashed) and the 2024 update (solid). Note that the updated SSP1 and SSP5 population curves effectively overlap. GDP is shown in 2017 US dollars PPP, with the original converted from 2005 US dollars using the US GDP deflator (x1.235). Data from the IIASA SSP database; chart by Carbon Brief.

The change in socioeconomic assumptions is substantial. Global population was revised upward in nearly every scenario, with the updated SSP2 projecting there will be 9.9 billion people in 2100 – an increase of 1 billion people compared to the 2013-era SSP.

GDP was revised downward in the high-end growth scenarios (SSP1 and SSP5), slightly upward in SSP3 and SSP4 and was largely unchanged in SS2.

The combination of these changes means that income per person in 2100 is around 10-25% lower in most scenarios, with only SSP3 and SSP4 seeing mostly unchanged income per capita.

In short, the socioeconomic world underlying the new scenarios is somewhat more crowded and less wealthy per person than the one the SSPs originally imagined.

Another notable change is the shift in the SSP that underlies the highest future emissions scenario.

In the original SSPs, the “very high” SSP5-8.5 scenario was based on SSP5, while the new “high” scenario in CMIP7 is based on SSP3.

The GMD study explains that this is because IAM teams that developed the scenarios found that SSP3 and SSP5 variants produced similar emissions. They judged that the “fragmented” SSP3 world – which is characterised by large challenges to adaptation – to be more relevant for exploring high-end risks.

No more ‘baseline’ scenarios and other changes

In another important change, the authors of the CMIP7 scenarios decided to eliminate “baseline” scenarios that assumed a world without any climate policy. These scenarios were previously used as a counterfactual against which to compare climate-changed worlds.

Instead, the range of future emissions scenarios starts with current policies and explores ways that they could be strengthened, weakened, or kept the same. The high scenario explores a plausible “rollback of current mitigation policies“.

The medium scenario, by contrast, extends climate policies officially implemented as of 2025, without assuming countries achieve their Paris Agreement pledges – known as nationally determined contributions (NDCs) – or net-zero targets that are not yet backed by legislation.

In their GMD paper, the authors of the CMIP7 scenarios emphasise that the medium scenario “should not be considered as a ‘most likely’ scenario”, but that it can provide a benchmark against which the effect of future policy strengthening or weakening can be measured. It is roughly analogous in its emissions levels to the old SSP2-4.5 scenario.

The new low scenario explores a world where climate policy is rapidly strengthened and warming by 2100 is limited to below 2C. This makes it analogous to the old SSP1-2.6 scenario.

The very-low scenario limits global warming to around 1.5C by 2100, similar to the old SSP1-1.9 scenario. However, it involves a greater degree of overshoot mid-century, reflecting the fact that global emissions did not begin to rapidly decline in 2020 as envisioned by SSP1-1.9. As the authors of the GMD ScenarioMIP paper point out: “At this point of time, some overshoot of the 1.5C seems unavoidable.”

In addition, there are a number of scenarios that start on one path before undertaking rapid mitigation. These high-to-low, medium-to-low and low-to-negative scenarios are intended to explore futures where mitigation is further delayed, followed by a rapid turn-around later in the century.

The scenario developers noted that there is no specific likelihood or probabilities assigned to any scenario, but rather only a judgement that all are within the realm of plausibility given where the world is today. They also said that “there might be potential futures outside the ScenarioMIP scenario range”.

Timescales and other changes

In addition to the shift away from baseline scenarios, there are three other notable design changes made in CMIP7.

First, CMIP7 models will be driven by emissions of CO2 and other greenhouse gases, rather than set atmospheric concentrations.

In every previous generation of models, the ScenarioMIP experiments required that modelling groups simulate future climate using the same set of CO2 concentrations. For CMIP7, models with an interactive carbon cycle are asked to run in “emissions-driven” mode for CO2, calculating atmospheric concentrations themselves based on emissions.

This is a significant improvement. It means that the substantial uncertainty in carbon-cycle feedbacks will now show up directly in the range of projected warming, rather than being overlooked. (The change applies to CO2 only; methane, nitrous oxide and halocarbons remain prescribed as concentrations.)

Second, emissions match observations up to 2023. IAM modellers were asked to stay close to observed trends up to 2025 to avoid emissions diverging from reality before models were run. Scenario differences only open up after 2026, avoiding an earlier problem of scenarios diverging from reality years before the models were even run.

Finally, the period over which models are being run has been extended from 2100 to 2150. This is important as the world is already more than a quarter of the way through the 21st century.

The extended model runs out to 2150 will provide a more thorough exploration of the warming that people born in the coming decades may experience within their lifetimes.

In addition, all scenarios have extensions to 2500 where temperatures are eventually stabilised. These allow scientists to explore changes to long-term Earth-system processes, such as ice sheets and sea level, as well as whether warming is reversible.

A narrower range of future CO2 emissions

Overall, the new scenarios provide a notably more narrow range of future CO2 emissions than the SSP scenarios used in CMIP6.

The figure below shows net global CO2 emissions (combining fossil-fuel and land-use emissions) for the seven new scenarios, alongside the five SSP scenarios used for climate model runs in CMIP6 (e.g. SSP1-1.9, SSP1-2.6, SSP2-4.5, SSP3-7.0 and SSP5-8.5).

The new CMIP7 scenarios feature much lower emissions at the high end. Chart shows net global CO2 emissions (fossil fuels, industry and land use) in the seven CMIP7 marker scenarios and the CMIP6-era SSP marker scenarios.
Net global CO2 emissions (GtCO2/yr) in the seven CMIP7 scenarios (solid lines, coloured) and the CMIP6-era SSP scenarios (dashed) for the period from 1990 to 2100. CMIP7 scenarios are harmonised to 2023, while SSP scenarios (from RCMIP) were harmonised to 2015. Data from the ScenarioMIP database and RCMIP; chart by Carbon Brief.

At the bottom of the range, the new scenarios closely track their predecessors: the very-low scenario reaches net-zero CO2 around mid-century much like SSP1-1.9, while the low scenario lands close to SSP1-2.6.

The chart below shows total emissions for the same scenarios for the period 2024-2100.

Cumulative net CO2 emissions, 2024-2100. Chart shows CMIP7 marker scenarios and CMIP6-era SSP markers.
Cumulative global CO2 emissions (GtCO2) between 2024 and 2100 in the seven CMIP7 scenarios (solid colours) and the CMIP6-era SSPs (light colours). Data from the ScenarioMIP database and RCMIP; chart by Carbon Brief.

The lowest emissions scenarios now have somewhat higher total emissions, reflecting the failure of the world to rapidly reduce emissions after 2020 that occurred in the lower SSP emissions scenarios, such as SSP1-1.9 and SSP1-2.6. The very-low scenario results in 310bn tonnes of CO2 (GtCO2) cumulative emissions between 2024 and 2100, compared to around 110GtCO2 in SSP1-1.9.

At the top end, the change is particularly dramatic. The high scenario in CMIP7 reaches 55GtCO2 per year in 2100. The previous high scenario, SSP5-8.5, by contrast, reached around 126GtCO2 per year in 2100.

In cumulative terms – which is what matters most for global warming – high reaches around 3,820GtCO2 over 2024-2100, half the roughly 7,600GtCO2 of SSP5-8.5 and about three-quarters of the 5,140GtCO2 of SSP3-7.0.

To put it another way: the top of the new scenario range sits between SSP2-4.5 and SSP3-7.0 in cumulative emissions terms, which is territory that CMIP6 treated as its middle ground.

To make the scale of this shift clear, Carbon Brief analysed the CO2 emissions trajectories in each of the prior generations of high-end emissions scenarios, using the same simple climate model – FaIR – to calculate future warming.

Comparing four generations of high-end emissions scenarios. Chart shows fossil fuel and industrial CO2 emissions in the highest scenario of each climate modelling generation.
Fossil CO2 emissions relative to 1850-1900 for the highest scenario of each climate modelling generation: SRES A1FI (CMIP3, used in AR4), RCP8.5 (CMIP5, AR5), SSP5-8.5 (CMIP6, AR6) and CMIP7’s high, all run through AR6-calibrated FaIR ensemble. Data: SRES database v1.1, RCMIP v5.1, ScenarioMIP database; chart by Carbon Brief.

Below, four different generations of emissions scenarios are examined. The SRES scenarios were originally published in 2000 and used in the IPCC’s third (2001) and fourth (2007) assessment reports (and the corresponding CMIP3 model runs). The RCPs were developed in the early 2010s and used in the IPCC fifth assessment report (AR5; 2013) and CMIP5, while the SSPs were developed in the late 2010s and used in the IPCC AR6 report and CMIP6.

Over the past two decades, the highest emissions scenarios all resulted in comparable amounts of warming in 2100: SRES A1FI (the highest SRES scenario) reached 4.6C in 2100 (5-95% range; 3.5-6.1C), RCP8.5 reached 4.9C (3.7-6.5C) and SSP5-8.5 reached 4.6C (3.5-6.2C).

(RCP8.5 edges out its successor despite lower CO2 emissions because it assumed considerably more methane and nitrous oxide.)

Warming in 2100 in each model generation's highest scenario. Bar chart shows that the median and 5-95% range run through the same IPCC AR6-calibrated FaIR ensemble
Global mean surface temperature change in 2100 relative to 1850-1900 (medians and 5-95% ranges) for the highest scenario of each climate modelling generation: SRES A1FI (CMIP3, used in AR4), RCP8.5 (CMIP5, AR5), SSP5-8.5 (CMIP6, AR6) and CMIP7’s high, all run through AR6-calibrated FaIR ensemble. Data: SRES database v1.1, RCMIP v5.1, ScenarioMIP database; chart by Carbon Brief.

CMIP7’s high scenario comes in remarkably lower, at 3.3C (2.6-4.4C).

The downward revision of future emissions in CMIP7 reflects two key changes since RCP8.5 was published back in 2011. First, the plausible baseline of a repeal of current policy has fallen. Cheap solar, wind and batteries, a global plateau in coal use and more than $2tr per year in clean-energy investment mean that a rollback in climate policy would not result in coal deployment levels assumed in the RCP8.5 scenario.

The GMD study states that CMIP6’s high-emission levels “have become implausible, based on trends in the costs of renewables, the emergence of climate policy and recent emission trends”.

(For more, see Carbon Brief’s recent factcheck of false claims around the retirement of the SSP5-8.5 emissions scenario. Also see Carbon Brief’s recent interview with Prof Detlef van Vuuren, a key architect of both the old SSPs and new scenarios.)

Second, part of the apparent decline reflects a correction of how scenarios are communicated – rather than real-world progress. The old high-end scenarios always represented an estimate of worst-case scenarios at the time, rather than likely outcomes.

Genuine progress in reducing emissions probably accounts for around 0.7C of the roughly 1.7C gap between SSP5-8.5 and today’s current-policy trajectory, with the remainder reflecting that the baseline was never particularly likely.

What the new scenarios mean for future warming

To compare warming outcomes across scenario generations on a like-for-like basis, Carbon Brief ran both the seven CMIP7 scenarios and the CMIP6 SSP emission scenarios through the same simple climate model.

(This is FaIR v2.2, using the 841-member ensemble calibrated and constrained to match the assessment of climate sensitivity in IPCC AR6, historical warming and ocean heat uptake).

These values may differ from the ultimate results that are found by CMIP7 climate models, but give a sneak peak of what those results may look like when they become available.

Where the new scenarios take global temperatures. Chart shows median warming relative to 1850-1900 for the seven CMIP7 marker scenarios.
Median warming relative to 1850-1900 for the seven CMIP7 scenarios, with observations to 2025 (black) and the 5-95% ensemble range shaded for the medium and low scenarios. Dashed lines show warming between 2100 and 2150. Chart by Carbon Brief.

The seven scenarios produce warming in 2100, relative to pre-industrial (1850-1900), that ranges from 1.6C (with a 5-95% range of 1.1-2.5C) in the very-low scenario to 3.3C (2.6-4.4C) in high, with the current-policy medium scenario reaching 2.9C (2.2-3.9C). Warming also continues after 2100 in both the medium and high scenarios.

The figure below shows the range of 2100 warming (5th to 95th percentile) relative to the preindustrial period expected in each of the old SSP scenarios and the new CMIP7 ones, along with a central estimate (white dots).

Warming in 2100 in the new CMIP7 and old CMIP6 scenarios. Chart shows that seven CMIP7 marker scenarios and the CMIP6-era SSPs all run through the same FaIR climate model ensemble.
Warming in 2100 for CMIP7 scenarios and CMIP6 SSPs run through the identical FaIR ensemble (medians and 5-95% ranges). Chart by Carbon Brief.

The largest changes are, unsurprisingly, at the top. CMIP7’s high scenario (3.3C in 2100) produces less warming than SSP3-7.0 (3.7C in the same ensemble) and far less than SSP5-8.5 (4.7C).

The entire CMIP6 “high” tier (e.g. SSP5-8.5 and SSP3-7.0) now sits above anything in the new scenario set, at least up to 2100. Extended beyond 2100, however, high keeps climbing towards levels the previous extreme scenarios reached earlier.

At the low end, the picture is more similar. The very-low scenario (1.6C in 2100) lands close to SSP1-1.9 (1.5C) and low (1.8C) is essentially indistinguishable from SSP1-2.6 (1.8C) in 2100.

However, the new low scenario involves more rapid late-century emissions reductions and greater amounts of carbon removal than its SSP analogue, while the very-low scenario involves greater overshoot of 1.5C mid-century.

Crossing warming thresholds

In addition to calculating 2100 and 2150 warming, Carbon Brief has calculated the likelihood of passing different global warming levels (2C, 2.5C, 3C, 4C and 5C) over time in the new CMIP7 scenarios.

The chart below uses the IPCC approach of calculating the crossing year based on a 20-year average, rather than when a single year exceeds the warming level.

How likely is the world to pass each warming level? Chart shows the share of an IPCC-calibrated climate model ensemble exceeding each level in a given year, with dots marking the year each level becomes more likely than not.
Share of the 841-member FaIR climate model runs that exceed each warming level by year under the medium (top) and high (bottom) scenarios. Marked years show the median IPCC-convention (20-year average) crossing; percentages show the chance of exceeding each level by 2150. Chart by Carbon Brief.

Under the medium scenario, which reflects a world where current policies are maintained, passing 1.5C is essentially locked in.

Most models cross the threshold by the late 2020s or early 2030s. The 2C limit is crossed around 2050 on average and 3C by around 2110. The chance of exceeding 4C is around one-in-four by 2150, but, ultimately, rises to roughly 50% if emissions continue after that point.

Under the high scenario, 2C arrives in the 2040s, 3C in the 2080s and the chance of exceeding 4C by 2150 is around 60% (and around 95% by 2300). Even 5C is reached by 2150 in roughly 20% of climate model simulations.

The lower scenarios tell a different story. In the very-low scenario, the chance that peak warming (which the IPCC determines using a 20-year average of warming) ever exceeds 1.5C is around 90%. This reflects the fact that passing 1.5C is almost unavoidable at this point.

However, the chance of surpassing 2C sits at around 30% and the scenario has warming falling after mid-century as more CO2 is removed from the atmosphere than is added.

Carbon dioxide removal

Every scenario that has global warming peaking and declining requires pulling CO2 back out of the atmosphere. Otherwise, warming from CO2 emissions will persist for millennia.

CO2 removal (CDR) remains one of the few levers available to reduce future temperatures – particularly given additional warming caused by cuts to aerosol pollution.

The chart below shows the total CDR deployment in each of the different scenarios by year, reflecting the sum of both land-based and engineered approaches (top), as well as the total CDR deployment between 2024 and 2150 (bottom).

How much CO2 the scenarios pull back out of the atmosphere. Chart shows the total CO2 removal from engineered and novel methods (BECCS, direct air capture, enhanced weathering, biochar) plus the net land sink and soil carbon in the CMIP7 marker scenarios and extensions.
Total carbon dioxide removal (CDR) in the CMIP7 scenarios (solid) and their extensions (dashed), including both “engineered” and “novel” methods (bioenergy and carbon capture and storage (BECCS), direct air capture (DAC), enhanced weathering, biochar) plus land-based removals (the net land-use sink plus soil carbon management), along with with cumulative CDR for 2024-2150. Chart by Carbon Brief.

Every scenario that deeply cuts global emissions in CMIP7 also involves a large amount of CDR.

The low-to-negative scenario pulls a cumulative 2,360GtCO2 out of the atmosphere by 2150, roughly 60 years of today’s emissions run in reverse.

The high-to-low scenario has around 1,480GtCO2 cumulative CDR, medium-low has 1,450GtCO2 and low has 1,360GtCO2.

Even the very-low scenario, which seeks to minimise CDR use, requires 655GtCO2 of removals between 2024 and 2150.

The degree to which scenarios rely on “engineered” removals – such as the use of biochar or direct air capture – or land-based removals – including afforestation and reforestation – ranges across models.

In the low scenario, roughly one-third of the removals is from the land “sink”, while low-to-negative relies almost entirely on engineered methods, with direct air capture alone reaching around 16GtCO2 per year by 2100.

The chart below shows the deployment of engineered removals by year (top), as well as the total engineered CDR used between 2024 and 2150 (bottom). The lower plot also includes a breakdown between the portion of CDR that requires geologic storage (e.g. DAC and BECCS) and the portion that does not (e.g. enhanced weathering and biochar) and compares the total to a recent “prudent” total CO2 storage limit published in the scientific literature.

(For more on limits to carbon storage capacity, see Carbon Brief’s 2025 guest post.)

Carbon removal in CMIP7 scenarios. Engineered and novel CO2 removal (BECCS, direct air capture, enhanced weathering, biochar) in the CMIP7 marker scenarios and extensions, cumulative BECCS + DAC compared against estimated geological storage limits.
Engineered and novel CO2 removal only, with the cumulative BECCS and direct air capture component – the technologies requiring geological storage – compared against the “prudent” 1,460GtCO2 (range 1,290-2,710GtCO2) geologic storage limit set out in Gidden et al. (2025). Chart by Carbon Brief.

The amount of CDR going toward geological storage is most highest in the low-to-negative scenario, which injects around 1,750GtCO2 of BECCS and direct-air-capture CO2 underground by 2150.

The high-to-low and low scenarios each commit around 800GtCO2 to storage by 2150. This is within the range of available geologic storage, but would require that the storage industry handles more CO2 than the mass of oil currently moved by the fossil-fuel industry.

That said, there are other potential CDR approaches – such as enhanced rock weathering, surficial mineralisation and ocean alkalinity enhancement – that do not require injection of CO2 into geologic formations. In-situ mineralisation approaches that inject CO2 into alkaline rock formations such as basalt or peridotite could also open up more potential CO2 storage.

It is worth noting that the amount of CDR deployed in these scenarios would require planetary-scale engineering at the cost of trillions of dollars, while many of the engineered CDR approaches are still relatively early-stage technologies.

No single climate future

The goal of scenarios is to span a range of possible futures. While it may be tempting to treat current climate and energy policies – and the medium scenario – as a forecast, there is no reason to expect that they will not change in the future.

It is likely that policies will continue to be strengthened, as has been the case over the past two decades. However, they may also be weakened if national priorities or politics change, as has happened in the US during the two terms of the Trump administration.

In the new CMIP7 scenarios there is no “business-as-usual” scenario, but rather a narrower range of futures than was available in CMIP6, reflecting greater clarity among scientists on where the world is heading in terms of future energy use and emissions.

The fact that the worst-case scenarios of the past have become increasingly implausible is good news. However, this is tempered by the fact that the very-low emission scenarios have, in turn, become harder to achieve given that global emissions have yet to decline.

There is also real uncertainty in the climate-system response to emissions. This is due to uncertainty around how sensitive the climate is to a build-up of CO2 in the atmosphere, as well as how the carbon cycle will respond to emissions.

The CMIP7 medium scenario – which has a central estimate of 2.9C of warming by 2100 – still has around a 3% chance of reaching 4C by that date. If emissions continue, those odds increase to 25% by 2150. This remains far outside anything resembling a safe outcome for the climate system.

The scenarios are now being run using the new CMIP7 models, whose emissions-driven runs will fold carbon-cycle uncertainty directly into projections. These projections will subsequently be analysed in the reports of AR7.

Ultimately, it will be decisions made by governments, businesses and individuals that decide which of these seven futures become closest to reality.

Methodology

Emissions scenarios shown in this article are the seven CMIP7 ScenarioMIP scenarios set out in van Vuuren et al. (2026), harmonised to observed 2023 emissions, with rule-based extensions to 2500 generated using the FLEX methodology. Emissions through 2100 match the ScenarioMIP database; extension trajectories are indicative and may differ from the final published extensions.

Temperature projections use FaIR v2.2 with the fair-calibrate v1.4.5 constrained ensemble (841 members set out in Smith et al. (2024), which matches the AR6 assessed climate sensitivity (ensemble ECS median 3C, 5-95% 2.0-5.1C), historical warming and ocean heat content.

Historical emissions (1750-2022) use the FaIR historical emissions dataset, with scenario emissions spliced in after 2023.

Solar and volcanic forcing are updated through 2025 from the Climate Indicator forcing timeseries; future volcanic forcing ramps to the 1850-2021 climatological background by 2035 (following the CMIP7 protocol) and solar forcing follows a SOLARIS-HEPPA-derived cycle projection to 2300.

All warming is expressed relative to 1850-1900.

SSP comparisons run the RCMIP-harmonised CMIP6 scenario emissions through the FaIR ensemble, which yields 2081-2100 warming 0.1-0.3C below the AR6-assessed values at the high end (e.g. SSP5-8.5: 4.2C vs 4.4C assessed), reflecting differences between the AR6 assessment and the FaIR configurations used here. Updating the volcanic dataset to use CMIP7 values (which revises the eruption-rich 1850-1900 baseline period) raises all reported anomalies by 0.03-0.05C.

For CDR, the scenario database reports the technology split (for example, BECCS, direct air capture, enhanced weathering, biochar, ocean-based, soil carbon management). Agriculture, forestry and other land-use (AFOLU) removals are available only as a net flux, so are shown as the net sink where negative. Soil-carbon management is grouped with land-based rather than engineered removal, and the geological storage comparison uses BECCS plus direct air capture only.

The figure showing high-end scenarios for the past four CMIP generations runs SRES A1FI through the same ensemble using the A1G MiniCAM model from the SRES database v1.1, spliced onto historical emissions at 2000, and covering CO2 (fossil and land use), methane, nitrous oxide and sulphur; SRES-era ozone-precursor projections (nitrous oxide, carbon monoxide and volatile organic compounds) lie outside the calibrated range of FaIR, so RCP8.5 values are used instead. RCP8.5 uses RCMIP v5.1 emissions, with 13 minor halogenated gases absent from the RCP database following SSP5-8.5.

The post Explainer: The CMIP7 emissions scenarios – and how they explore future climate change appeared first on Carbon Brief.

Explainer: The CMIP7 emissions scenarios – and how they explore future climate change

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