中国国家主席习近平于2020年承诺在2060年前实现碳中和,此后中国围绕能源转型的思路发生了巨大转变。
然而,尽管此后中国出台了一系列重大政策,但目前仍不明确什么是新的能源系统,以及中国实现碳中和目标的最有效途径是什么。
我们的最新研究为中国能源转型建立了三种情景模型:一种是中国在2055年前建立净零排放的能源系统;一种是中国在2055年左右实现这一目标;还有一种是推断当前发展趋势的基线情景。
我们发现,将能效措施、终端用能消费电气化和基于各种可再生能源(如太阳能和风能)的低碳电力供应结合起来,可以极大地帮助该国在2055年前实现脱碳目标。
在最高情景下,中国的电力部门到2055年将不使用化石燃料,而一些行业将继续使用少量煤炭和天然气。然而,配备碳捕集与封存技术的生物质发电厂所产生的负排放将对此起到平衡作用。
双碳目标如何改变局势
2020年9月,当习近平开始在联合国大会上发表演讲时,几乎无人预料到中国会发表如此具有开创性的宣言。

他说:“中国将力争2030年前实现碳达峰、2060年前实现碳中和。”
这一政策现在更多地被称为“双碳”目标。
这句话改变了人们对中国能源转型的整体认识。
在此之前,中国在2017年“十九大”上的目标是“要推进能源生产和消费革命,构建清洁低碳、安全高效的能源体系。”
而习近平在2020年的讲话将中国的优先发展从实现“低碳”转变为实现“碳中和”,使能源部门从至少包括部分化石燃料消费,转变为一旦实现碳中和就几乎不给煤炭、石油和天然气留下空间。
要实现这一转变,需要处于中国政策体系和能源系统的利益相关者,如主要发电企业,真正改变思维方式。
中国在宣布碳中和目标后立即开始行动:国务院推出了“1+N”政策体系,其中包括实现“双碳”目标的总体纲领性文件(“1”)和实施该战略的一系列更具体的指导方针和法规(“N”)。
到目前为止,这些政策主要侧重于在2030年之前实现碳达峰。不过,在2060年之前实现碳中和的长期目标始终存在。
国家能源局发布了一份新型电力系统发展蓝皮书。在更广泛的层面上,多个政府部门已提出要为实现碳中和而推动整个能源系统——而不仅仅是电力系统——进行转型。
因此,今天中国能源转型的基础比习近平宣布之前更加坚实和精确。现在的问题是:新型能源系统将是什么样子,中国将如何实现这一目标?
中国能源转型的三种情景
为了回答这些问题,我们的研究模拟了中国能源转型的三种情景:一种是中国在2055年前建立一个净零排放的能源系统;一种是中国在2055年左右实现这一目标;还有一种是推断当前发展趋势的基线情景。
该分析基于一种详细的自下而上的建模方法,同时将“美丽中国”愿景——实现“绿色和高质量增长”的官方倡议——作为转型的指导方针。
在我们的模型中,能源转型的总体战略包括三个紧密相连的行动:
- 提高整个供应链的能源效率;
- 尽可能使终端用能部门电气化;
- 将电力部门转变为以太阳能和风能为支柱的“绿色”、无化石能源部门。
(政府间气候变化专门委员会的最新评估报告显示,这些是将升温控制在1.5°C或2°C的所有全球路径的关键要素。)
遵循这一战略的结果是,中国的能源系统将能够为中国可持续的经济增长提供动能,同时实现净零碳排放、空气质量改善和高水平的能源安全。
在最高情景下,中国的电力系统将从2045年起实现碳中和,整个能源系统将在2055年前实现碳中和。
与今天的情况相比,尽管经济有所增长,但2060年的一次能源消费总量将有所下降。此外,煤炭、石油和天然气将几乎被逐步淘汰,对进口化石燃料的依赖将被消除。
下图显示了2021年中国经济的能流(上图)与2060年在最高情景下的能流(下图)的对比。
在左侧,各版块显示了流入经济的一次能源来源,如煤炭(黑色)、天然气(粉红色)、石油(灰色),以及非化石燃料,如核能(棕色)、水能(深蓝色)、风能(浅蓝色)和太阳能(黄色)。
各版块的中心都显示了一次能源转化为更有用形式的过程,如电力或精炼油产品。化石燃料中所含的大部分一次能源在这一阶段以废热的形式被浪费(“损失”)。
右侧是按部门划分的最终能源用户。
最值得注意的是,化石燃料(尤其是煤炭)是2021年最大的能源来源,而在雄心勃勃的2060年情景(见下图)中,低碳能源则占主导地位。


中国能源转型的三个阶段
我们的研究表明,转型之路将分为三个主要阶段。第一阶段是2030年前的碳达峰。
在此期间,风电和光伏发电的部署将继续增加,同时工业和交通部门的电气化也将取得进展。
然而,就一次能源消费总量而言,煤炭和石油仍将是最主要的初级能源消费。
接下来是“能源革命”阶段,从2030年到2050年。在这一阶段,光电和风电将成为电力供应的主要来源,终端用能部门的电气化程度将大幅提高。
摒弃化石燃料可以最大限度地减少发电和提炼过程中的废热损失。同时,利用可再生能源生产的“绿氢”在工业领域将变得越来越重要。
第三阶段是巩固阶段,从2050年到2060年。脱碳发生在钢铁和化工等难以实现电气化的细分部门,旧的风光发电厂将被新的风光发电厂取代,能源组合中剩余的化石燃料几乎被淘汰。
煤电成为灵活性提供者
虽然中国政府计划从2025年起“逐步淘汰”煤炭,但根据当前的政策方针和市场情况,我们估计在三种情景中,煤电装机都不会迅速消失。
相反,燃煤电厂将逐渐成为保障能源安全和满足电力需求高峰的能力提供者,而不再进行大量发电。
当燃煤电厂达到30年左右的预期寿命时就将被关闭,而不会被新的煤电装机所取代。如下图所示,在我们最高情景中,最后一批煤电厂将于2055年关闭。
图中上半部分显示了2021年至2060年燃煤电厂的装机容量,下半部分显示了燃煤电厂的发电量。


与此同时,在我们的情景中,天然气在电力部门作用有限。这是因为光电和风电可以提供更便宜的电力,而现有的燃煤电厂——加上储能和需求侧响应设施的大规模扩张——足以提供灵活性和调峰能力。
管理由多变的风电和光电主导的电网
依赖光电和风电作为主要电力来源的能源系统,需要采取特殊的灵活性措施促成供需有效匹配。
下图显示了在2055年前实现碳中和的雄心勃勃的情景下,2060年夏季一周内每小时电力平衡的模拟示例。
图中上半部分显示的是供应侧发电量。在白天,光电(黄色)在电力生产中占主导地位,而风电厂(浅蓝)在24小时内都有更稳定的输出。
在傍晚和夜间,储能(紫色)会被释放,水力发电量(深蓝)高于白天。
图中下半部分显示的是需求侧的用电情况。储能(紫色)在白天充电,电动汽车智能充电(蓝色)在一周内提供灵活性。

作为后备电源,电动汽车车网互动发挥着重要作用——其不一定是重要的能源供应商,而是在风电和光电输出有限时,成为必要时可以启用的最后手段。该方案是保证电力系统容量充足的一种经济、高效的方法。
在2055年之前,煤电厂同样可能是电力系统可靠且经济的容量提供者,尽管如前所述,其平均发电量并不高。
从日常调度(管理供需的过程)的角度来看,这种创造灵活性的方式似乎很复杂。然而,一个高效且运作良好的电力市场(包括消费者和生产者)可以做到这一点。
消除各省之间的电力交易障碍、构建全国统一的电力市场,将是实现这一目标的关键因素。
未来远景规划
我们在《中国能源转型展望》(China Energy Transformation Outlook)中的情景对净零排放能源系统的长期未来提供了一系列量化远景规划。
我们对电力系统和其他能源终端用能部门建立了详细的模型,从而可以将这一新能源系统的发展与实现这一转变的政策措施联系起来。
我们研究得出的一个关键结论与上述中国能源转型不同阶段的时机有关。我们的模型表明,成功协调这些阶段至关重要,这样才能在保持能源安全的同时避免对能源基础设施进行不必要的投资。
我们情景中的其他关键推动因素包括扩大电网所需投资、国家电力市场的发展和对能源系统灵活性的支持。
即使有最优的远景规划和从我们的路径中获得的洞见,中国要实现2060年的目标仍有许多需要克服的挑战和障碍。
然而,我们的情景表明,有一些可行且具有成本效益的路径可以在不等待新技术突破的情况下实施。
The post 嘉宾来稿:中国能源系统如何在2055年前实现碳中和 appeared first on Carbon Brief.
Climate Change
Whale Entanglements in Fishing Gear Surge Off U.S. West Coast During Marine Heatwaves
New research finds that rising ocean temperatures are shrinking cool-water feeding grounds, pushing humpbacks into gear-heavy waters near shore. Scientists say ocean forecasting tool could help fisheries reduce the risk.
Each spring, humpback whales start to feed off the coast of California and Oregon on dense schools of anchovies, sardines and krill—prey sustained by cool, nutrient-rich water that seasonal winds draw up from the deep ocean.
Whale Entanglements in Fishing Gear Surge Off U.S. West Coast During Marine Heatwaves
Climate Change
Grasslands and Wetlands Are Being Gobbled Up By Agriculture, Mostly Livestock
A new study takes a first-of-its kind look at how farming converts non-forested areas and major carbon sinks into cropland and pasture.
Agriculture is widely known to be the biggest driver of forest destruction globally, especially in sprawling, high-profile ecosystems like the Amazon rainforest.
Grasslands and Wetlands Are Being Gobbled Up By Agriculture, Mostly Livestock
Climate Change
Cropped 25 February 2026: Food inflation strikes | El Niño looms | Biodiversity talks stagnate
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”.
-
Sign up to Carbon Brief’s free “Cropped” email newsletter. A fortnightly digest of food, land and nature news and views. Sent to your inbox every other Wednesday.
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
- 2-6 March: UN Food and Agriculture Organization regional conference for Latin America and Caribbean | Brasília
- 5 March: Nepal general elections
- 9-20 March: First part of the thirty-first session of the International Seabed Authority (ISA) | Kingston, Jamaica
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
-
Greenhouse Gases7 months ago
Guest post: Why China is still building new coal – and when it might stop
-
Climate Change7 months ago
Guest post: Why China is still building new coal – and when it might stop
-
Greenhouse Gases2 years ago嘉宾来稿:满足中国增长的用电需求 光伏加储能“比新建煤电更实惠”
-
Climate Change2 years ago
Bill Discounting Climate Change in Florida’s Energy Policy Awaits DeSantis’ Approval
-
Climate Change2 years ago
Spanish-language misinformation on renewable energy spreads online, report shows
-
Climate Change2 years ago嘉宾来稿:满足中国增长的用电需求 光伏加储能“比新建煤电更实惠”
-
Climate Change Videos2 years ago
The toxic gas flares fuelling Nigeria’s climate change – BBC News
-
Carbon Footprint2 years agoUS SEC’s Climate Disclosure Rules Spur Renewed Interest in Carbon Credits
