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China has slightly weakened its headline climate target for the next five years, potentially allowing its emissions to rise until 2030, though persistent renewable energy growth could drive reductions faster than official goals suggest, analysts say.

In its five-year plan released on Thursday, the Chinese government pledges to cut carbon emissions per unit of gross domestic product – known as carbon intensity – by 17% between 2026 and 2030. That is slightly below its previous goal of an 18% reduction for the 2021–2025 period, which it had already missed.

Lauri Myllyvirta, lead analyst for the Centre for Research on Energy and Clean Air (CREA), told Climate Home News the target was “underwhelming” and would allow emissions to rise by between 3% and 6% over the next five years, depending on the rate of economic growth.

In reality, China – the world’s biggest emitter – “clearly has the ability to keep emissions falling over this period”, he added.

Solar boom driving down emissions

Emissions from China’s energy and industrial sectors inched down by 0.3% in 2025 – the first full-year decline outside periods of major economic disruption, according to official figures released at the end of February. The drop was primarily driven by a boom in solar power helping to meet a growing share of rising electricity demand, alongside efforts to decarbonise the transport, cement and metals sectors, analysis by CREA showed.

In 2021, China pledged under the Paris Agreement to reduce emissions intensity by 65% by the end of this decade from 2005 levels.

    Li Shuo, director of the China Climate Hub at the Asia Society Policy Institute, said economic disruptions during the COVID-19 pandemic, slower growth and reliance on heavy industries had complicated progress, leaving a “daunting gap”.

    The new interim target “indicates a quiet recalibration, effectively acknowledging how difficult the goal has become”, he added.

    Tech expansion over policy targets

    Moving beyond a narrow focus on carbon intensity, Beijing set for the first time last year an absolute emission reduction target, committing to cutting its greenhouse gas emissions by between 7% and 10% by 2035 from unspecified “peak levels”.

    The new five-year plan does not set a cap on total emissions, but some analysts remain optimistic that China’s rapid expansion of renewables and electric vehicles can keep driving down emissions.

    Explainer: Will AI data centres make or break the energy transition?

    Li said that “while officials remain cautious about declaring an early peak, domestic debate is shifting from when emissions will peak to how quickly they should decline”.

    “China’s clean technology development, rather than traditional administrative climate controls, is increasingly becoming the primary driver of emissions reductions,” he added.

    Experts said the new five-year plan shows expansion of clean energy remains central for China, with a target to double non-fossil fuel energy over the next 10 years signalling an increased focus on energy storage, green fuels and plans to clean up dirty industries.

    Myllyvirta said “this has a real chance of keeping China’s CO2 emissions on a downward path”, although “policymakers are not prepared to make such a commitment”.

    Ambiguous signal on coal

    Analysts said the economic blueprint’s ambiguous signal on coal – still China’s largest energy source – complicated the overall picture. The plan advocates a peak in coal consumption, but stops short of setting a target to gradually reduce it, as President Xi Jinping indicated in 2021.

    In 2025, China added the largest amount of coal-fired capacity since 2015, while progress on retiring older plants remains very slow, according to a report published by CREA late last year.

    Andreas Sieber, associate director of policy and campaigns at 350.org, a global, grassroots environmental organisation, said China’s five-year plan showed “insufficient progress” on coal.

    “Expanding wind and solar at record speed is a huge achievement, but it must now be matched with a decisive phase-down of coal and a clear pathway to absolute emissions reductions,” he added in a written statement.

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    China eases climate target but clean energy could still cut emissions, experts say

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    Every country needs a model to help optimise its energy transition

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    Claver Gatete is Executive Secretary of the UN Economic Commission for Africa. Jason Veysey is Energy Modeling Program Director and Senior Scientist at the Stockholm Environment Institute. Lisa Sachs is Director of the Columbia Center on Sustainable Investment at Columbia University.

    The case for global energy transition has rarely been clearer. The closure of the Strait of Hormuz earlier this year exposed the cost of unplanned, fossil-dependent systems, while the falling cost of renewables, the rising penetration of electric vehicles, and the growing value of demand flexibility have made the direction of travel obvious. The benefits of a clean, secure, integrated system are no longer in dispute. What remains unclear is how to build it.

    Countries around the world have called for faster renewable energy deployment and alternative energy arrangements. A secure, affordable, resilient, decarbonised system requires specific investments in specific places in a specific sequence, optimised across sectors and borders. But very few governments have the analytical foundation to translate those imperatives into investment.

    The two instruments that are supposed to determine investment priorities for decarbonisation – Nationally Determined Contributions (NDCs) and country platforms – cannot answer the most basic question facing any country undertaking an energy transition: what should the energy system look like?

      To close this gap, every country needs a bankable, economy-wide optimisation model for its energy system. A model is not a plan, but it can help answer the critical question of what the future energy system should look like. It shows how optimal scenarios vary as assumptions and policies are adjusted, calculates investment requirements and sequencing, and quantifies how system costs are affected by assumptions, policies, and exogenous variables like trade policy and financing terms.

      Tool for efficient investment

      Optimisation is a simplified way of simulating an energy system, but it can be an extremely powerful tool for moving energy planning from reactive (how do we manage the disparate actions in the energy system?) to intentional (what energy system underpins our national objectives?). A model can show how optimal scenarios vary as assumptions and policies are adjusted, and how investment requirements are quantified and sequenced.

      Optimisation models can treat the energy system and the sectors it serves as an integrated whole, optimising across sectors and projects in ways that can be mutually reinforcing. If considered independently, growth in industrial demand, transport electrification, and digital infrastructure can add stress to the energy system. But an optimised plan can arrange these and other changes in an efficient, synergistic way.

      Two to tango: How governments can unlock private investment for national climate goals

      New load can be added where low-cost power is available; industrial customers can ensure the viability of investments in energy supply; electric vehicle charging policy can smooth load curves and reduce costs for all consumers.

      Additionally, optimisation modeling can also change the financeability of investments. Taken alone, each project faces uncertainty about the rest of the system, which raises the cost of capital and causes projects to stall or unwind after contracts are signed. A coherent, optimised plan makes visible the coordination that private capital would otherwise have to bet on: identified offtake, sequenced and committed transmission, contracted power supply, and so on.

      What COP31 and COP32 should do

      The upcoming COPs in Turkey and Ethiopia can shift the center of gravity of international climate cooperation from fragmented commitments to planning. Three moves are urgently needed.

      First, optimised, economy-wide, long-term energy system planning must be the foundation on which any meaningful NDC, country platform, or finance commitment rests. NDCs are typically drafted by environment or single-line ministries, with limited cross-sectoral input from ministries of energy, finance, and planning. They contain targets, derived from sectoral strategies or national commitments, not from an analytically grounded picture of what the energy system should look like and what investments would make it work. Country platforms are generally a portfolio of investments assembled from existing project pipelines, rather than derived from a system-level analysis of what an optimised, decarbonised energy system would require.

      Second, recognise regions as a key planning unit. Modern integrated energy systems are inherently regional. Renewable endowments are unevenly distributed; balancing variable supply across borders lowers aggregate cost, reduces redundant backup capacity, and unlocks economies of scale no individual nation can achieve. Many energy investments in Southeast Asia, East Africa, Southern Africa and Central Asia may only be financeable in a regional context. Assessing domestic infrastructure without regional optimisation perpetuates the perception that decarbonisation is more expensive than it is.

      COP31 leaders unveil global targets, with spotlight on electrification

      Third, finance the planning capacity. A coordinated commitment by multilateral development banks, bilateral donors, and philanthropic partners to help every region and its constituent countries develop and maintain their own modelling capability, with open-source tools and regional analytical hubs, would close the most consequential gap in the current architecture. The cost is small relative to current spending on country platforms, failed project preparation, and misallocated infrastructure investment.

      This includes supporting regional institutions such as the ASEAN Centre for Energy, the African Energy Commission, regional power pools, and the Latin American and Caribbean Energy Organization to determine what optimised regional systems require. Country-by-country pledging, repeated at every COP, will not deliver what meaningfully integrated systems can.

      The 2026 energy crisis made the cost of unplanned, fossil-dependent systems newly visible. That window of clarity will close. The international community should seize the moment to build the planning foundation that has been missing for thirty years, rather than commissioning another round of NDCs or pledges, striving for outcomes neither was designed to deliver.

      The post Every country needs a model to help optimise its energy transition appeared first on Climate Home News.

      Every country needs a model to help optimise its energy transition

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      Explainer: How the ‘super El Niño’ will reshape the world’s weather

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      The world is currently experiencing what is expected to become the strongest El Niño on record – dubbed a “super El Niño” by many.

      El Niño is the warm phase of a recurring climate pattern in the tropical Pacific that releases heat from the ocean into the atmosphere.

      This temporarily raises global temperatures and reshapes rainfall and extreme weather around the world – impacting the lives of billions of people.

      The current El Niño event began in June and is expected to last into 2027.

      El Niño is part of a wider climate pattern called the El Niño-Southern Oscillation (ENSO) cycle.

      The ENSO cycle also has a cool phase, known as La Niña, as well as a “neutral” phase. El Niño and La Niña events typically last between nine and 12 months, but can go on longer.

      Below, Carbon Brief explains how the ENSO cycle works, its impacts on extreme weather and global temperatures and why this El Niño event is projected to be the most intense since records began.

      The post Explainer: How the ‘super El Niño’ will reshape the world’s weather appeared first on Carbon Brief.

      https://interactive.carbonbrief.org/el-nino-explainer/index.html

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      Analysis: The two largest reservoirs in the US have hit record-low levels

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      The second-largest reservoir in the US reached a record-low water height on Saturday – just days after the country’s largest reservoir broke its own record. 

      Both Lake Mead and Lake Powell are located on the Colorado River.

      They provide water for populations across seven US states in the south-western US, with around 40 million people getting some or all of their municipal water from the Colorado River.

      The river also provides water for around 5.5m acres (22,258 square kilometres) of farmland across Colorado, Arizona, California and the other states in the river basin.

      Experts tell Carbon Brief that climate change, population growth and over-consumption are all contributing to the current record-low levels of the reservoirs.

      Record lows

      At full capacity, Lakes Mead and Powell can hold a combined 68 cubic kilometres of water – enough to supply all household consumption in the contiguous US for nearly 1.5 years. However, the water level in both reservoirs has been declining for decades.

      The chart below shows the water level of Lake Mead, in metres above mean sea level. The reservoir, which began to fill in 1935 following the construction of the Hoover Dam, has a “full pool” maximum capacity of 347.60 metres. The water level in Lake Mead reached a record low of 317.11 metres on 7 August.

      Lake Mead, the larges reservoir in the US, reached record-low water levels in early August.

      The following chart shows the water level of Lake Powell, in metres above mean sea level. Lake Powell’s full-pool level is 1,127.76 metres.

      While the reservoir reached its maximum capacity several times in the 1980s, it has not done so since. On 15 August, the water level in Lake Powell was recorded at a new record-low of 1,072.87 metres.

      Lake Powell, the second-largest reservoir in the US, reached record-low water levels in mid-August

      Both reservoirs have continued to decline in the days since breaking their respective records. The downward trend will largely continue in both lakes until next spring, when the snowpack in the mountains of the Upper Colorado River Basin begins to melt, says Dr Jack Schmidt, a senior research scientist at Utah State University’s Center for Colorado River Studies. He tells Carbon Brief:

      “The big dilemma of the moment is that we’re only in the middle of August, and we have no assurance of what the coming winter will be. The only thing we can be sure of is that we will be depleting overall total basin reservoir storage from now until, roughly, early April.”

      Compounding factors

      The record lows across the two reservoirs are the result of several compounding factors, experts tell Carbon Brief.

      Since the turn of the 20th century, the amount of water flowing along the Upper Colorado River has declined by about 20%. Research suggests that half of this decline can be attributed to human-induced climate change.

      Most of the river’s streamflow comes from the snowpack of the Upper Colorado River Basin, which stretches across five western US states but is primarily located in Colorado and Utah.

      This region has been gripped by a historic “megadrought” for more than a quarter of a century. Nearly half of the megadrought’s intensity over 2000-18 is attributable to climate change, according to a 2020 study.

      At the same time, the increasing population in the US south-west has put added pressure on the Colorado River’s water supply. The number of people obtaining some or all of their water from the Colorado system has grown by 15 million (around 60%) since 1992.

      Schmidt tells Carbon Brief:

      “There’s an ultimate cause of the present water crisis, and there’s a proximate cause. The ultimate cause is a warming climate, a warming planet and a pretty clear correlation between warming conditions and decreased runoff in the Colorado River Basin.

      “The proximate cause is that in this messy democratic republic of ours, big policy decisions that match the variability of the climate occur painfully slowly – with intense political negotiations – and only incrementally.”

      On 31 July, the US Bureau of Reclamation, which manages water resources in the western US, released an environmental impact statement on its proposed post-2026 strategy for managing Lakes Powell and Mead. The strategy itself has not been released yet.

      Schmidt notes that the statement does appear to give the Bureau flexibility to “respond to crisis” by reducing the delivery of water to several states. However, he adds:

      “They acknowledge it won’t work if we just stay critically dry, and of course every climate model for the 21st century, especially with a continually warming planet, says that that’s exactly what’s going to happen.”

      The post Analysis: The two largest reservoirs in the US have hit record-low levels appeared first on Carbon Brief.

      Analysis: The two largest reservoirs in the US have hit record-low levels

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