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Welcome to Carbon Brief’s China Briefing.

China Briefing handpicks and explains the most important climate and energy stories from China over the past fortnight. Subscribe for free here.

Key developments

Surge in grid investment

TRILLION-YUAN ERA: China’s two largest power grid operators invested a total of 167.5bn yuan ($24.5bn) in the first quarter of 2026, reported state broadcaster CCTV. State Grid said that during this period it spent more than 10bn yuan on connecting “new energy” projects to the grid, up 50% from last year, reported Shanghai-based news outlet the Paper. The two state-owned enterprises (SOEs) plan to invest 1tn yuan ($146bn) annually over the 15th five-year plan period (2026-2030), said finance news outlet Yicai.

POWER CURBED: However, in what Bloomberg called a “clear signal that the grid is struggling to absorb all the extra power from the rapid growth in renewables”, solar and wind utilisation rates – the percentage of total power generated by a source that is used by the grid – fell again at the start of the year. They stood at 90.8% and 91.5%, respectively, in January and February 2026, according to a post by an SOE-linked research institute republished by energy news outlet International Energy Net. The rates are now “approaching [minimum] limits that the government had relaxed only two years ago”, added Bloomberg.

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SIX PROVINCES SUPERVISED: A recent meeting of the National Energy Administration (NEA) concluded that China’s renewable installations had seen “steady growth” in 2026, adding that the body must make “sustained efforts” to “expand” investment in renewable power, reported International Energy Net. Separately, International Energy Net also said that the NEA will increase “supervision” of the power sectors in six provinces – Hebei, Jilin, Xinjiang, Fujian, Hunan and Guangdong. The outlet said this would entail scrutinising how they implement “energy conservation and carbon reduction” tasks, with a “focus” on coal plants, how they construct large clean-energy bases and their consumption of new energy, as well as their power infrastructure and markets.

Conflict spurred cooperation with China

CHINA ‘WINNING’: In Vienna, Chinese climate envoy Liu Zhenmin told state news agency Xinhua that the Middle East conflict has created an urgent need for countries to rethink energy security strategies and accelerate the energy transition. Xinhua also cited Liu as warning against over-reliance on a single source of energy imports. Meanwhile, state broadcaster CCTV published a segment arguing that a “greener” system will “provide a strong guarantee” for energy security, although it did not mention the conflict. Several outlets have continued to highlight how low-carbon energy has helped China weather the conflict and boosted sales of Chinese technologies, including the New York Times, Wall Street Journal, Associated Press, Indian Express, Washington Post and Bloomberg. Semafor said China was “winning the global energy war”.

MANY MEETINGS: United Arab Emirates crown prince Sheikh Khaled bin Mohamed bin Zayed Al Nahyan and Chinese president Xi Jinping discussed how to “prevent further impacts” from the conflict on energy security, said Xinhua. Australian prime minister Anthony Albanese said he addressed “regional energy security” with Chinese premier Li Qiang, reported Reuters. A post by China-Russia Information Net on nationalist media outlet Guancha quoted a Chinese diplomat in Russia telling reporters that “current dramatic changes in the international situation” are causing the two countries to discuss “further energy cooperation”. The Philippines is continuing to consider “oil and gas cooperation” with China, despite territorial disputes, Reuters also reported.

‘PROFOUND’ IMPACTS: Energy administration head Wang Hongzhi wrote a chapter in a “study guide” to the 15th five-year plan, published by industry outlet China Power News Net, in which he noted that “geopolitical conflicts are profoundly reshaping the global energy landscape”. He added that “traditional fossil fuels must continue to serve as a safety net while [China] simultaneously accelerates efforts to transition [to clean energy sources]”. Environment minister Huang Runqiu wrote in the CPPCC Daily, the official newspaper for the advisory body Chinese People’s Political Consultative Conference (CPPCC), that China will “earnestly” carry out “carbon peaking actions” in the next five years. Huang also said that, with “concerted efforts”, China’s 15th five-year plan targets are “achievable”.

Petrochemical plan published

UPGRADE DEADLINE: China issued a plan for either upgrading or phasing out “outdated” petrochemical plants by 2029, reported Reuters. It added that the plan did not confirm explicitly “how many plants ​may be upgraded or phased out”. The news outlet Economic Daily said that, according to the document, China would focus on upgrading or phasing out outdated capacity “as determined in 2025”, while also developing a “long-term working system” for assessing the industry. According to the full document, published on the Ministry of Industry and Information Technology (MIIT) website, carbon-emission assessments were part of the selection criteria, with policymakers planning on “developing or revising” further standards for carbon emissions under the plan.

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CHEMICAL OVERCAPACITY: The Paper quoted MIIT official Chang Guowu telling reporters that the plan will address the “low standards of design and construction” and “outdated processes” in older plants that lead to “significant” environmental risks. Xinhua said that, of China’s more than 27,000 petrochemical plants, “more than 1,600…outdated facilities” were reported in 2025, 600 of which required upgrading. Chemical news WeChat account WeLink Chemicals noted the policy was released against a backdrop of “overcapacity and declining demand for road transport fuels”, with the government having “stepped up efforts to curb overcapacity” in 2025.

More China news

  • TARGET PLEDGED: China will cut the carbon intensity of its international shipping vessels by at least 15% by 2030 compared to 2025 levels, said climate outlet IdeaCarbon. It said China will also “significantly enhance” its influence in emission reduction talks at the International Maritime Organization.
  • SANCHEZ VISITED: China and Spain “can contribute to finding solutions” for environmental issues, Spanish leader Pedro Sanchez told Xi Jinping, according to the Associated Press. Ahead of the meeting, Sanchez also argued China should play a more substantial role on climate change, said the Singapore-based Straits Times.
  • CHINA COMMITTED: Huang Runqiu reaffirmed China’s support, “as always”, for global climate governance in a meeting with UN advisor Selwin Hart, said the Paper.
  • FUNDING HALTED: The EU “quietly” approved a plan to prevent EU funds being provided to “clean technology projects containing Chinese inverters”, said the Hong Kong-based South China Morning Post.
  • AI UNVEILED: Chinese researchers developed a “first-of-its-kind artificial intelligence model designed to track carbon emissions”, reported Xinhua, adding that it “could shift the balance of power” in global climate negotiations, such as by quantifying the “embedded carbon” of products that developed countries import from China.
  • CONTROLS CONSIDERED: China is deliberating “limiting exports” to the US of the equipment needed to make solar panels, according to Reuters.

Spotlight 

The debate over China’s bid to host the “high seas” treaty

The final preparatory commission for the Biodiversity Beyond National Jurisdiction (BBNJ) agreement has closed, laying the groundwork for the treaty’s first conference of the parties (COP1).

One key agenda item was China’s presentation of a bid to host the secretariat. In this issue, Carbon Brief examines the debate surrounding the bid.

The BBNJ agreement, also known as the High Seas Treaty, governs the sustainable use and conservation of the “high seas” – marine areas outside national jurisdictions – with a new United Nations (UN) body established to oversee enforcement.

As well as facing significant impacts from climate change, the ocean plays an important role as a carbon sink, absorbing around 29% of man-made emissions.

The treaty “recognis[es]” the need to address oceanic biodiversity loss and ecosystem degradation, according to previous Carbon Brief analysis, identifying key impacts from climate change, acidification, pollution and “unsustainable” use.

It aims to encourage conservation and sustainable use of marine biodiversity in the high seas, such as by managing “marine genetic resources”, creating protected areas in the ocean, developing environmental impact assessments and facilitating capacity-building and transfer of marine technology.

China’s bid

China’s bid to host the secretariat focused on its “sustainability efforts” and “commitment to multilateralism”, reported the Earth Negotiations Bulletin.

The country’s bid document drew attention to several of its emission-reduction efforts, including “green shipping corridors” and strengthening carbon sinks through protecting mangroves, seagrass beds and coral reefs.

In a speech, Chinese ambassador to the UN Fu Cong said that the bid “reflects China’s unwavering support” for multilateralism, adding that a successful Chinese bid would lead to the first UN-related body headquartered in the Asia Pacific region. He said:

“That means it will not only be welcomed, but also be prioritised. It will have the full backing from all levels of government in China and its people.”

Li Shuo, director at the Asia Society Policy Institute’s China climate hub, attended the meetings. He said in a note that China’s decision to bid “reportedly came from [President] Xi Jinping”, galvanising a coordinated cross-ministry effort to secure host the secretariat.

Creating debate

China entering the race has caused a stir.

As host, it could inhibit “robust environmental safeguards” by “embedding elements of its domestic governance model” into how the treaty operates, wrote Dr Chime Youdon, research fellow at India’s National Maritime Foundation, on the organisation’s platform.

But such concerns are weakened by the fact that China would “want the treaty to function” if it were host, argued Prof Philippe Le Billon and Zelda Ladefoged, professor and master’s student at the University of British Columbia, in an article for the Conversation.

Nevertheless, they noted “sustained” worries around China’s influence, given the extensive involvement of its companies in distant-water fishing and deep-sea mining, which are not covered in the treaty.

Li told Carbon Brief that, as far as he saw, no-one was “actively pushing back against” the bid on any of the above grounds. Instead, he observed “anxieties” around “accreditation, information security and visa and conference participation issues”.

Daniel Kachelriess, cross-cutting coordinator at the High Seas Alliance, an umbrella group of non-governmental organisations focused on ocean governance, echoed this in comments to Carbon Brief. He said “values like neutrality and impartiality, transparency and accountability” are important for the decision, as well as practical issues such as “reliable” internet access.

The Financial Times reported that Chinese delegates have offered immunity to attendees and flexibility around visas, citing unnamed sources.

But a successful Chinese bid could be a “significant escalation” of China’s involvement in global environmental governance, wrote Le Billon and Ladefoged.

As such, the BBNJ could prove a “case study” of sustaining environmental progress without the US and of China “learning to translate its ambitions into leadership”, said Li.

Watch, read, listen

PROFIT PRESSURE: The Economic Observer investigated how higher profit remittance requirements for state-owned enterprises is placing pressure on the balance sheets of power, coal and other energy companies.

CARNEY’S CALCULUS: The Wire China Podcast discussed how a deteriorating relationship with the US affected Canada’s approach to importing Chinese electric vehicles.

AFRICAN SOLAR: Climate Home News interviewed a renewables company working in Africa about what the end of Chinese solar export rebates could mean for the continent.

FUEL PRICE WOES: The New York Times published a video about how rising diesel prices are hitting China’s long-haul truck drivers hard.


140%

The year-on-year rise in March in exports of Chinese new-energy vehicles (NEVs, including both plug-in hybrids and pure electric vehicles), reported Bloomberg, citing renewed interest caused by the “global energy shock stemming from the Iran war”.

-14%

The year-on-year fall in March in domestic sales of Chinese NEVs, reported Yicai, citing “changes to the NEV purchase tax exemption and the overlapping effects of the Chinese New Year holiday”.


New science 

  • Between 1978 and 2023, emissions of “gaseous reactive nitrogen” – including ammonia and nitrous oxide – from croplands in China more than doubled | PNAS
  • There are “disparities in [the] energy transition” between households in rural China, with small, low-income households and areas in the Loess plateau facing a “disproportionate energy burden and energy poverty” | Communications Earth and Environment

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China Briefing is written by Anika Patel, with contributions from Lekai Liu, and edited by Simon Evans. Please send tips and feedback to china@carbonbrief.org 

The post China Briefing 16 April 2026: Billions for grid | Petrochemical plan | China’s high-seas bid appeared first on Carbon Brief.

China Briefing 16 April 2026: Billions for grid | Petrochemical plan | China’s high-seas bid

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Climate Change

IPCC scientists vow to press on with climate reports despite political deadlock

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Scientists have vowed to keep working on the next flagship set of reports for the Intergovernmental Panel on Climate Change (IPCC), after a political row over the timeline for their release saw its latest session suspended on Friday evening without agreement.

During the weekend, government officials and scientists alike expressed disappointment over the inability to reach a compromise before some delegates from developing countries and small island states had to leave the week-long meeting in Ethiopia to catch flights home.

The disagreement – which has persisted since early 2024 – turns on whether the three key parts of the AR7 assessment should all be published before the conclusion of the UN’s next Global Stocktake of global climate action, which is due to be completed in late 2028.

The IPCC issued a statement after the close of the session, saying that “key agenda items” – the timelines for the three AR7 reports, as well as the IPCC budget – remain open and under discussion. It said the IPCC’s plenary session and its deliberations on the pending agenda “will resume at the earliest opportunity”, giving no further details of when.

IPCC Chair Jim Skea told delegates in closing remarks that recent months had been some of the most turbulent for the climate science panel and that, if there were stronger words than “profound disappointment” he would use them, according to a summary published by the Earth Negotiators Bulletin (ENB). IPCC discussions happen behind closed doors.

IPCC scientists remained committed

In an open letter, issued on Monday, a group of nearly 120 scientists – from a total of 664 AR7 authors – said they “stand committed to continue working to deliver the AR7 reports in a manner that is rigorous, timely and inclusive, in line with our mandate to be policy-relevant”.

“An assessment that arrives after the decisions it is meant to inform cannot serve its purpose,” they emphasised. “The second Global Stocktake in 2028 is such a decision point, and the world should not have to face it without the IPCCʼs latest assessment.”

Europe, small islands and the least developed countries, plus many Latin American and developed nations, want the IPCC to meet this deadline, arguing that the findings from the UN climate science body are irreplaceable in the UN climate policy-making process.

However, around a dozen developing countries plus Russia have argued that the reports should come later in order to allow for greater research input from the Global South – something that, in their view, would make the findings fairer. They also claim that a shorter timeline would put excessive pressure on experts.

    The most vocal of this group at last week’s meeting were India and Saudi Arabia, according to the ENB summary and a developed country diplomat. Critics see this push for a longer timeline as an excuse to deprive government decision-makers of the latest science and ease pressure on emerging economies to raise their ambition, particularly on cutting emissions.

    Commenting on last week’s meeting, France’s ambassador for climate negotiations Benoît Faraco said a broad coalition of developed and developing countries from all five continents, “united in their support for science and the timeline proposed by scientists”, had withstood pressure “from a few countries” seeking to slow down the process of adopting the IPCC reports.

    He added that France would not back down and would “continue to fight tirelessly for science, protect the integrity of information, and convince our partners that without the best available scientific data, we will be less effective in tackling climate change and protecting our populations”.

    Delegates at last week’s IPCC session in Addis Ababa. Photo: IISD/ENB | Danny Skilton

    Delegates at last week’s IPCC session in Addis Ababa. Photo: IISD/ENB | Danny Skilton

    Inclusivity proposal stalled

    In a bid to unlock a solution for the AR7 timeline, countries discussed ways to improve the inclusivity of the IPCC’s work. One option put on the table was for the IPCC to expand its funding for delegates from developing countries to attend some or all of its sessions from one to two participants, according to the ENB summary and a delegate speaking to Climate Home News.

    That would increase the costs for the IPCC to complete AR7 by up to a quarter, according to an assessment shared by the secretariat. The panel’s budget is under severe strain and its officials have warned that, without additional voluntary contributions, it risks running out of money before it can deliver on this assessment cycle.

    Climate Home News understands that some of the IPCC’s traditional donors – which mainly include European countries, Japan and Australia – indicated a willingness to support funding for an additional developing country participant. But without an agreement over the budget or the timeline for the reports, that option was ultimately not adopted.

    ‘Disappointed and worried’

    The three reports are managed by working groups that collate and draw overall findings from the latest scientific studies and data on the physical effects of global warming around the world, how to adapt to it, and pathways for cutting planet-heating emissions in order to meet the temperature goals of the Paris Agreement.

    Winston Chow, an urban climate professor at Singapore Management University who co-chairs Working Group II on adaptation, wrote in a LinkedIn post that he was “disappointed and worried” for the IPCC authors who have worked “extraordinarily hard” to assess the relevant climate science over the past two years.

    He said he shared their concern that “the rigour, time and goodwill they’ve invested are now being put at risk by the Panel’s stalemate”.

    As science comes under attack at UN talks, climate movement splits over how to respond

    For Working Group II, a meeting for 250 experts writing that report is scheduled for January 2027, followed by the approval of a special report on cities and climate change in Singapore next March.

    But because the IPCC’s budget has not been confirmed due to uncertainty about the AR7 schedule, travel support for those researchers is at risk, wrote Chow. “If they cannot participate, our assessments will lose vital expertise, perspectives and scientific breadth, and the collective effort of our authors will be undermined,” he warned.

    Scientific work continues

    Despite the political holdups, he – together with French climate scientist Robert Vautard, co-chair of Working Group 1 – agreed with IPCC head Skea who told the IPCC’s closing session on Friday: “The engine room of the IPCC is working, and it’s healthy.”

    Vautard commented in a separate post on LinkedIn after it ended: “The boat is at full steam.” Working groups I and II are due to start revising the first drafts of their reports, while Working Group III on reducing emissions is finalising its first draft which will be out soon, he wrote.

    “The most exciting two years of the cycle are ahead, for the authors. The momentum in the engine room is here and now. Trust the engine room!” he added.

    The IPCC and some scientists report that progress has been made towards achieving an equitable balance of authors from the Global North and the Global South.

    The group of researchers who signed the open letter on Monday noted that “inclusivity is at the heart of how we work”, with author teams bringing together experts from developed and developing countries with diverse backgrounds and at different stages of their careers.

    IPCC chair Jim Skea at the panel’s session last week. Photo: IISD/ENB | Danny Skilton

    IPCC chair Jim Skea at the panel’s session last week. Photo: IISD/ENB | Danny Skilton

    Plea to overcome political differences

    The signatories include several scientists from some of the countries opposed to the alignment of all IPCC reports with the Global Stocktake.

    “We are committed to an assessment in which the knowledge, experience and priorities of every region are fully reflected, a commitment we share with the leadership of the IPCC.

    Equity is built into how our assessment is being drafted,” they added.

    They appealed to governments that make up the IPCC “to overcome their political differences and work together as we do as a global scientific community, so that we can deliver the IPCC reports the world needs to hear”.

    In a statement published on Monday, IPCC chair Skea said reaching consensus on the schedule for the reports is “vital”. He added that the assessments provide authoritative scientific evidence to inform national climate policies, strengthen adaptation and resilience and support access to climate finance, as well as helping communicate the scale of the climate crisis and the urgency of efforts to tackle it.

    The post IPCC scientists vow to press on with climate reports despite political deadlock appeared first on Climate Home News.

    IPCC scientists vow to press on with climate reports despite political deadlock

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