Published

2 years ago

May 2, 2024

Alice Rush

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

China released draft of long-awaited Energy Law

FULL TEXT: The latest draft of China’s long-awaited Energy Law has been issued for public comment following approval by China’s top legislative body, the National People’s Congress Standing Committee (NPCSC), economic newswire Jiemian reported, in an analysis of the text. The law, which was initially drafted in 2005, will likely be “considered at three [NPCSC] meetings before being put to a [final] vote”, the outlet said, which means it could be formally enacted “within the year”.

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PRIORITISING RENEWABLES: Jiemian added that the law “clearly supports prioritising the development of renewable energy; rational development of clean and efficient use of fossil energy; and orderly promotion of non-fossil fuel energy instead of fossil fuel energy and low-carbon energy instead of high-carbon energy”. Chinese energy news site International Energy Net noted that the draft law calls on the state to “establish a mechanism to promote green energy consumption and encourage energy users to prioritise using renewable energy and other clean and low-carbon energy sources”. Elsewhere, Chen Xinghua, associate professor at North China University of Technology and deputy secretary-general of the China Law Society’s energy law research group, told China Environment News that, until now, the “development of the energy industry…has relied more on dividends from reform of the energy system”. He added that a unified Energy Law is “urgently needed” to resolve the “intricate and complex” interests of various stakeholders, as well as the challenges of a modern energy system and meeting China’s carbon neutrality goals.

LONG ROAD: The Hong Kong-based South China Morning Post said that the law “has been [on] one of the longest [journeys] for any piece of Chinese legislation”. It quoted an unnamed Tsinghua University law professor attributing the delays to staunch resistance from energy sector stakeholders, who “lobbied extensively” to “[try] to hold onto their territory”. The professor speculated that this resistance may have been broken by president Xi Jinping’s anti-corruption campaign.

Leaders and targets plot ‘realistic’ path

2024 TARGET: The Ministry of Environment and Ecology (MEE) is aiming for carbon emissions per unit of GDP – also known as carbon intensity – to fall by 3.9% in 2024, according to state broadcaster CCTV. Previous Carbon Brief analysis found that carbon intensity would need to fall by 7% per year to meet China’s 2025 climate commitments. This was echoed by consultancy Trivium China, which said in a recent newsletter that the target for 2024 “isn’t enough to get China emissions intensity reductions back on track”.

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‘BE REALISTIC’: Meanwhile, Chinese president Xi Jinping called on policymakers to both “be realistic, by not slowing the pace of green and low-carbon development, and not be too idealistic, above all guaranteeing energy supply”, International Energy Net reported. At a technology-focused forum in Beijing, National Energy Administration director Zhang Jianhua said China would “lead the innovation of the clean energy industry…further strengthen the foundation of energy security [and] continue to improve the scale and quality of non-fossil energy supply”, according to state news agency Xinhua.

COAL CAPACITY: Following an announcement that China will establish a coal production capacity reserve system by 2027, Xinhua published an analysis stating that the move will allow China to “quickly release reserve capacity in extreme situations, such as fluctuations in the international energy market, instances of severe weather and [other] drastic changes to supply and demand”. It added that this measure was not intended “to significantly increase coal production capacity”. (Read more in Carbon Brief’s China Briefing from 18 April).

US-China methane cooperation continued

BLINKEN TRIP: With US secretary of state Anthony Blinken visiting Beijing last week, the “two superpowers continued dialogue to manage a growing list of differences”, reported Bloomberg. Citing a Chinese foreign ministry statement, the outlet said Xi told Blinken that “China and the US should be partners rather than rivals”. The Chinese foreign minister Wang Yi also told Blinken that China “urged” the US “not to interfere in China’s internal affairs, not to hold China’s development back, and not to step on China’s red lines on China’s sovereignty, security, and development interests”, according to a report from the Associated Press. Blinken responded by saying that “the Biden administration places a premium on” the bilateral dialogue even “on issues of dispute”, according to the newswire.

EASIER FUTURE?: Despite several areas of disagreement, the Communist party-affiliated newspaper People’s Daily mentioned the two sides reached an agreement on further “cooperation” on climate change. China Environment published an announcement by the MEE that a US-China climate action working group held a virtual meeting, at which they pledged to “strengthen communication” and cooperation on controlling methane emissions. Meanwhile, China enacted a tariff law during Blinken’s visit to strengthen China’s “trade defence capabilities”, Reuters reported. The outlet said the law was passed amid US and EU industrial “overcapacity” concerns and outlines “a range of legal provisions related to tariffs on Chinese imports and exports”. It quoted Henry Gao, a professor at Singapore Management University, who described the law as “a nuclear weapon” to show the US and EU “that this is our prerogative: If you’re going to hit us with tariffs, we can do the same”.

Chinese climate envoy announced US visit

MAY VISIT: In an interview with Bloomberg, China’s climate envoy Liu Zhenmin announced that he plans to visit the US in May for his first formal face-to-face meeting with US counterpart John Podesta. Liu stated that China aims to “extend cooperation on issues including energy, the circular economy and efforts to curb greenhouse gases beyond carbon dioxide”. He added that the US and China “have to cooperate as far as possible” on climate, and that the two nations “also need to respect each other on all issues”. Another Bloomberg article on the Liu interview said: “Efforts by the US and Europe to stem China’s dominance in green technologies risk stalling the fight against global warming, according to [Liu].”

‘DIFFERENT LENS’: Elsewhere, Liu raised four challenges to global resilience at a forum hosted by the thinktank Center for China and Globalisation. Notably, he listed these challenges in the following order: geopolitical conflicts; setbacks to economic globalisation; climate change; and unease around artificial intelligence. In an earlier article, the Diplomat had suggested that Liu – given his Ministry of Foreign Affairs background – may see climate “more as a lever in China’s overall diplomatic strategy, rather than a critical, standalone issue to address”.

Spotlight

Media reaction: Guangdong flooding and the role of climate change

Guangdong province in southern China has been pounded by heavy rains since 19 April, causing flooding that has left at least four dead and seen more than 110,000 people evacuated.

Guangdong is China’s most populous province and an economic powerhouse driving China’s manufacturing industry and exports.

In this issue, Carbon Brief examines the impact of climate change on the flooding and the response from Chinese and international media.

How has flooding affected Guangdong?

“Intense” rainstorms began in the northern and western regions of Guangdong province on 19 April, with the ensuing rainfall breaking records for the month, according to the Hong Kong-based South China Morning Post (SCMP).

Originally, floodwaters from the Bei River, a major tributary of the Pearl River, were expected to peak on 22 April, the newspaper added.

The heavy rainstorms continued, however, and by 28 April three separate floods had been recorded, according to the Communist party-affiliated People’s Daily and regional newspaper Southern Daily.

On 30 April, state broadcaster CGTN announced that China issued a severe weather warning for further torrential rain, thunderstorms, gales and hail for parts of Guangdong, as well as five other provinces.

Four people were reported dead and 10 missing during the initial flood, BBC News said, adding that at least 110,000 people were evacuated.

The worst-hit areas included the provincial capital Guangzhou – home to almost 19 million people – as well as the cities of Zhaoqing, Shaoguan, Qingyuan, Jiangmen, Huizhou and Heyuan, according to various media outlets.

Guangzhou Daily reported that the provincial government announced a relief fund of 90m yuan ($12.4m) to be used to recover from the damage caused by the flood.

Meanwhile, Chinese vice-premier Zhang Guoqing and Guangdong governor Wang Weizhong both called on local governments to improve monitoring of extreme weather, the China Daily and Southern Daily reported.

In addition to the floods, CNN reported that a tornado, which appeared after “multiple days of heavy rains”, killed “at least five people” in Guangzhou on 27 April.

On 1 May, the collapse of a highway near Meizhou city in Guangdong killed at least 48 people, the Associated Press reported, adding that ongoing torrential rainfall was hampering rescue efforts.

Separate Associated Press coverage noted that heavy rains “pose a special risk to mountain roadways and highway bridges”, although an official cause of the accident had not yet been established.

Is climate change a contributor to the flooding?

While the Pearl River delta is prone to summer flooding, the rains this year were unusually early, according to Reuters.

Agence France-Presse reported that Yin Zhijie, chief hydrology forecaster at the Chinese Ministry of Water Resources, told state-run China National Radio that “intensifying climate change” raised the likelihood of early heavy rains.

Xu Xiaofeng, executive vice-chairman of the Chinese government’s China Meteorological Work Development Advisory Committee and president of the China Meteorological Services Association, told economic newswire Jiemian that recent warm and humid currents in the north-west Pacific Ocean and Indian Ocean have created significant water vapour in southern China, contributing to the rainfall.

According to the outlet, Xu said: “Recent record-breaking precipitation…occurred precisely against the backdrop of global warming.”

The outlet also quoted another expert, Zhang Qiang from the Gansu Meteorological Administration, saying heavy and abnormal rainfall in the region is becoming “a normal phenomenon” due to the influence of global warming.

While there is, as yet, no formal “attribution” study of whether the flooding was made worse by human-caused global warming, one rapid analysis found that the “somewhat uncommon event” was “exacerbated” by both human-caused climate change and natural variability.

It concluded that weather systems similar to those that caused the floods are 8-12% wetter over Guangdong province in the present climate than they were in the past.

Previous Carbon Brief analysis has also identified a number of attribution studies that have quantified the influence of climate change on flooding in southern China.

For example, record-breaking rainfall in the June-July period of 2020 was found by one study to be more than five times more likely in the present-day climate – “80% of which can be attributed to climate change”.

How has the Chinese media responded?

While most local media coverage focused on individual stories and local responses, several Chinese media outlets have pointed to links between the floods and climate change.

In its reporting, China Daily cited a China Meteorological Administration (CMA) interview with Chinese Academy of Engineering member Ding Yihui, who said: “The world has entered a new phase of climate change, which is characterised by an increased frequency of extreme weather events, resulting in the occurrences of sudden climate and weather-related disasters.”

The municipal newspaper Guangzhou Daily made a connection with extreme rainfall in Dubai and quoted Zhang Xingying, deputy director of the CMA’s science, technology and climate change department, saying that, due to “global warming and El Niño”, China will see more extreme weather, including floods, in 2024.

“Chinese and foreign scientists”, the Guangzhou Daily article said, “remind us that new features of extreme weather and climate events are emerging globally.”

It added that “our generation will witness more and more extreme weather…All we can do now is leave a better future for future generations.”

On 28 April, the Guangzhou Daily also reposted an article by Shanghai-based newspaper the Paper, in which China Academy of Meteorological Sciences scholar Sun Shao argued that “recent extreme weather events are closely linked to climate change”.

Sun said that, in the face of this challenge, the international community must strengthen global cooperation to combat climate change.

Meanwhile, an SCMP editorial said that both the flooding and an emerging drought in nearby hydropower-producing Yunnan province, “illustrate just how critical the climate-change issue is – not just for China but globally”.

It added: “While the flooding is a reminder to be prepared for sudden climate-linked extreme events, including fires and violent storms, the drought is a wake-up call about longer term consequences for the climate of failure to rein in carbon emissions.”

Watch, read, listen

2035 NDC: Project Syndicate published an article by the Asia Society Policy Institute’s Li Shuo and Lauri Myllyvirta about how setting ambitious commitments in its “nationally determined contribution” (NDC) for 2035 could both spur China’s energy transition and boost its profile as a climate leader.

GLOBAL COMPETITION: The substack High Capacity explored the “paradox” of how several Chinese clean-energy technology industries were able to overtake competitors in Germany, despite Germany’s significant industrial advantages.

JUST TRANSITION: Dialogue Earth reported on the need for China to give “higher priority to a just transition” in coal-producing provinces such as Inner Mongolia and Shanxi.

NAVIGATING OVERCAPACITY: Bloomberg: The China Show interviewed a representative of polysilicon producer GCL Technology on how the industry survives cycles of overcapacity.

23

The amount of battery storage capacity added in China in 2023, in gigawatts, according to a new report by the International Energy Agency. This was triple the amount added in 2022, according to the report, and accounted for 55% of global growth.

New science

Co-production of steel and chemicals to mitigate hard-to-abate carbon emissions
Nature Chemical Engineering

New research examined how co-producing steel and chemicals in China could mitigate greenhouse gases and lower costs. The study found that co-production, by itself, would cut greenhouse gas emissions for the steel and chemical sectors by 36m tonnes of CO2 equivalent (MtCO2e, 7%) and reduce costs by 1.5bn yuan ($21m, 1%), compared to independent production. However, it found that if a carbon price of 350 yuan ($48) per tonne of CO2 were enacted in addition to co-production, emissions would drop by 113 MtCO2e (22%) and costs by 25.5bn yuan ($3.5bn, 10%).

Increased harvested carbon of cropland in China
Environmental Research Letters

A new study collected statistical data on crop production for ten crop types in China from 1981 to 2020 to assess trends in carbon stored in harvested crops, which “significantly [influence] the carbon budget of the cropland ecosystem”. It revealed that harvested crop carbon increased from 0.185 gigatonnes (Gt) of carbon in 1981 to 0.423Gt in 2020. It also found that the average annual removal of carbon sink capacity through harvesting crops totalled 0.32Gt of carbon, which it said was greater than the net carbon sink of China’s entire terrestrial ecosystem – “substantially impact[ing]” calculations of China’s carbon budget.

Large methane mitigation potential through prioritised closure of gas-rich coal mines
Nature Climate Change

Methane emissions from China’s abandoned coal mines have been underestimated, according to a new study. The authors constructed a “coal mine database” to estimate China’s coal methane emissions between 2011 and 2019, and calculated future emissions based on different mine closure policies. They estimated that by 2035, abandoned mines will be China’s largest sources of coal methane emissions – larger than emissions from active coal mines. The authors also developed a “coal mine closure strategy”, which they say could “reduce cumulative methane emissions by 67m tonnes (26%) to 2050, potentially reaching 100m tonnes (39%) with improved methane recovery and utilisation practices”.

China Briefing is compiled by Wanyuan Song and Anika Patel. It is edited by Wanyuan Song and Dr Simon Evans. Please send tips and feedback to china@carbonbrief.org

The post China Briefing 2 May: Energy Law draft; 3.9% carbon intensity target; Guangdong floods appeared first on Carbon Brief.

China Briefing 2 May: Energy Law draft; 3.9% carbon intensity target; Guangdong floods

Climate Change

Drought Turns Southeastern US Into ‘Tinderbox’ as Wildfires Rage

Published

6 hours ago

April 29, 2026

Alice Rush

Weather extremes fuel wildfires that have burned through tens of thousands of acres across Georgia, Florida and other states.

By Kiley Price

Drought and fire are a dangerous duo. The Southeastern United States is witnessing this firsthand as several major blazes burn tens of thousands of acres across the parched region, destroying homes and prompting evacuations in some areas. Florida and Georgia have been particularly hard hit, and strong winds and unusually low humidity have made it difficult to combat the flames.

Drought Turns Southeastern US Into ‘Tinderbox’ as Wildfires Rage

Climate Change

Night Skies and Shifting Stars: How Indigenous Celestial Knowledge Tracks a Changing Climate

Published

15 hours ago

April 28, 2026

Alice Rush

When the land no longer answers the stars the way it once did, Indigenous peoples are among the first to notice — and the first to ask why.

A Sky Full of Knowledge

Look up on a clear night on Turtle Island and you’re seeing a sky that has guided human life for thousands of years. Across Indigenous nations in Canada, detailed systems of celestial knowledge developed not as abstract science but as living, practical guides —telling people when to plant, when to harvest, when herds would move, and when ice would come. This astronomical knowledge was woven into language, ceremony, and everyday life, passed down through generations with remarkable precision.

The Mi’kmaq and the Celestial Bear

Among the Mi’kmaq of Atlantic Canada, star stories are ecological calendars, precise and functional. The story of Muin and the Seven Bird Hunters connects the annual movement of what Western astronomy calls Ursa Major to the seasonal cycle of hunting and harvest: the bear rises in spring, is hunted through summer, and falls to earth in autumn. This knowledge was brought to broader public attention in 2009 during the International Year of Astronomy, when Mi’kmaq Elders Lillian Marshall of Potlotek First Nation and Murdena Marshall of Eskasoni First Nation shared the story through an animated film produced at Cape Breton University narrated in English, French, and Mi’kmaq.¹ The story encodes specific observations about when and where to hunt, and which species to expect at which time of year. It is science in narrative form.

The Anishinaabe and the Seasonal Star Map

Among the Anishinaabe peoples of the Great Lakes and northern Ontario, celestial knowledge forms part of a comprehensive seasonal understanding. Knowledge keepers like Michael Wassegijig Price of Wikwemikong First Nation have described how Anishinaabe constellations quite different from those of Western astronomy connect the movement of the heavens to naming ceremonies, seasonal gatherings, and land practices.² The Royal Astronomical Society of Canada now offers planispheres featuring Indigenous constellations from Cree, Ojibwe, and Dakota sky traditions, recognizing their value as both cultural heritage and ecological knowledge systems.³

When the Stars and the Land Fall Out of Rhythm

Here’s the challenge that climate change has introduced: the stars still move on their ancient, reliable schedule. But the land no longer always responds as expected. Migratory birds that once arrived when certain constellations appeared are now showing up earlier or later. Ice that once formed in predictable windows is forming weeks late, or not at all. Berry harvests, fish runs, animal migrations, all once timed by celestial cues accumulated over millennia are shifting. Indigenous knowledge holders across Canada describe this as a kind of dissonance: the sky remains faithful, but the land has changed.⁴

Long-Baseline Ecological Records

Far from being historical curiosity, Indigenous celestial knowledge systems are now being recognized by researchers as long-baseline ecological calendars —records of how nature behaved over centuries, encoded in story and ceremony. When an Elder observes that a particular star rising no longer predicts the arrival of certain geese, that observation represents a departure from a pattern that may have held true for hundreds of years. The Climate Atlas of Canada integrates Indigenous knowledge observations alongside western climate data, recognizing that both contribute meaningfully to understanding ecological change.⁵

Keeping the Knowledge Alive

Language revitalization and land-based education programs are helping ensure this knowledge reaches the future. From youth astronomy nights on-reserve to the integration of Indigenous sky stories in school curricula, there is growing recognition that these knowledge systems belong to what comes next, not only what came before. As Canada grapples with accelerating ecological change, the quiet precision of thousands of years of skyward observation offers something no satellite can fully replicate: a continuous record of the relationship between the cosmos and a living land.

Blog by Rye Karonhiowanen Barberstock

Image Credit: Dustin Bowdige, Unsplash

References

[1] Marshall, L., Marshall, M., Harris, P., & Bartlett, C. (2010). Muin and the Seven Bird Hunters: A Mi’kmaw Night Sky Story. Cape Breton University Press. See also: Integrative Science, CBU. (2009). Background on the Making of the Muin Video for IYA2009. http://www.integrativescience.ca/uploads/activities/BACKGROUND-making-video-Muin-Seven-Bird-Hunters-IYA-binder.pdf

[2] Price, M.W. (Various). Anishinaabe celestial knowledge. Wikwemikong First Nation. Referenced in: Royal Astronomical Society of Canada Indigenous Astronomy resources.

[3] Royal Astronomical Society of Canada. (2020). Indigenous Skies planisphere series. RASC. https://www.rasc.ca/indigenous-skies

[4] Neilson, H. (2022, December 11). The night sky over Mi’kmaki: A Q&A with astronomer Hilding Neilson. CBC News. https://www.cbc.ca/news/canada/newfoundland-labrador/hilding-neilson-indigenizing-astronomy-1.6679072

[5] Climate Atlas of Canada. (2024). Prairie Climate Centre, University of Winnipeg. https://climateatlas.ca/

The post Night Skies and Shifting Stars: How Indigenous Celestial Knowledge Tracks a Changing Climate appeared first on Indigenous Climate Hub.

https://indigenousclimatehub.ca/2026/04/night-skies-and-shifting-stars-how-indigenous-celestial-knowledge-tracks-a-changing-climate/

Climate Change

World ‘will not see significant return to coal’ in 2026 – despite Iran crisis

Published

21 hours ago

April 28, 2026

Alice Rush

A much-discussed “return to coal” by some countries in the wake of the Iran war is likely to be far more limited than thought, amounting to a global rise of no more than 1.8% in coal power output this year.

The new analysis by thinktank Ember, shared exclusively with Carbon Brief, is a “worst-case” scenario and the reality could be even lower.

Separate data shows that, to date, there has been no “return to coal” in 2026.

While some countries, such as Japan, Pakistan and the Philippines, have responded to disrupted gas supplies with plans to increase their coal use, the new analysis shows that these actions will likely result in a “small rise” at most.

In fact, the decline of coal power in some countries and the potential for global electricity demand growth to slow down could mean coal generation continues falling this year.

Experts tell Carbon Brief that “the big story isn’t about a coal comeback” and any increase in coal use is “merely masking a longer-term structural decline”.

Instead, they say clean-energy projects are emerging as more appealing investments during the fossil-fuel driven energy crisis.

‘Return to coal’

The conflict following the US-Israeli attacks on Iran has disrupted global gas supplies, particularly after Iran blocked the strait of Hormuz, a key chokepoint in the Persian Gulf.

A fifth of the world’s liquified natural gas (LNG) is normally shipped through this region, mainly supplying Asian countries. The blockage in this supply route means there is now less gas available and the remaining supplies are more expensive.

(Note that while the strait usually carries a fifth of LNG trade, this amounts to a much smaller share of global gas supplies overall, with most gas being moved via pipelines.)

With gas supplies constrained and prices remaining well above pre-conflict levels, at least eight countries in Asia and Europe have announced plans to increase their coal-fired electricity generation, or to review or delay plans to phase out coal power.

These nations include Japan, South Korea, Bangladesh, the Philippines, Thailand, Pakistan, Germany and Italy. Many of these nations are major users of coal power.

Such announcements have triggered a wave of reporting by global media outlets and analysts about a “return to coal”. Some have lamented a trend that is “incompatible with climate imperatives”, while others have even framed this as a positive development that illustrates coal’s return “from the dead”.

This mirrors a trend seen after Russia’s invasion of Ukraine in 2022, which many commentators said would lead to a surge in European coal use, due to disrupted gas supplies from Russia.

In fact, despite a spike in 2022, EU coal use has returned to its “terminal decline” and reached a historic low in 2025.

Gas to coal

So far, the evidence suggests that there has been no return to coal in 2026.

Analysis by the Centre for Research on Energy and Clean Air found that, in March, coal power generation remained flat globally and a fall in gas-fired generation was “offset by large increases in solar and wind power, rather than coal”.

However, as some governments only announced their coal plans towards the end of March, these figures may not capture their impact.

To get a sense of what that impact could be, Ember assessed the impact of coal policy changes and market responses across 16 countries, plus the 27 member states of the EU, which together accounted for 95% of total coal power generation in 2025.

For each country, the analysis considers a maximum “worst-case” scenario for switching from gas to coal power in the face of high gas prices.

It also considers the potential for any out-of-service coal power plants to return and for there to be delays in previously expected closures as a result of the response to the energy crisis.

Ember concludes that these factors could increase coal use by 175 terawatt hours (TWh), or 1.8%, in 2026 compared to 2025.

(This increase is measured relative to what would have happened without the energy crisis and does not account for wider trends in electricity generation from coal, which could see demand decline overall. Last year, coal power dropped by 63TWh, or 0.6%.)

Roughly three-quarters of the global effect in the Ember analysis is from potential gas-to-coal switching in China and the EU.

Other notable increases could come from switching in India and Indonesia and – to a lesser extent – from coal-policy shifts in South Korea, Bangladesh and Pakistan.

However, widely reported policy changes by Japan, Thailand and the Philippines are estimated to have very little, if any, impact on coal-power generation in 2026. The table below briefly summarises the potential for and reasoning behind the estimated increases in coal generation in each country in 2026.

Dave Jones, chief analyst at Ember, stresses that the 1.8% figure is an upper estimate, telling Carbon Brief:

“This would only happen if gas prices remained very high for the rest of the year and if there were sufficient coal stocks at power plants. The real risk of higher coal burn in 2026 comes not from coal units returning…but rather from pockets of gas-to-coal switching by existing power plants, primarily in China and the EU.”

Moreover, Jones says there is a real chance that global coal power could continue falling over the course of this year, partly driven by the energy crisis. He explains:

“If the energy crisis starts to dent electricity demand growth, coal generation – as well as gas generation – might actually be lower than before the crisis.”

‘Structural decline’

Energy experts tell Carbon Brief that Ember’s analysis aligns with their own assessments of the state of coal power.

Coal already had lower operation costs than gas before the energy crisis. This means that coal power plants were already being run at high levels in coal-dependent Asian economies that also use imported LNG to generate electricity. As such, they have limited potential to cut their need for LNG by further increasing coal generation.

Christine Shearer, who manages the global coal plant tracker at Global Energy Monitor, tells Carbon Brief that, in the EU, there is a shrinking pool of countries where gas-to-coal switching is possible:

“In Europe, coal fleets are smaller, older and increasingly uneconomic, while wind, solar and storage are becoming more competitive and widespread.”

In the context of the energy crisis, Italy has announced plans to delay its coal phaseout from 2025 to 2038. This plan, dismissed by the ECCO thinktank as “ineffective and costly”, would have minimal impact given coal only provides around 1% of the country’s power.

Notably, experts say that there is no evidence of the kind of structural “return to coal” that would spark concerns about countries’ climate goals. There have been no new coal plants announced in recent weeks.

Suzie Marshall, a policy advisor working on the “coal-to-clean transition” at E3G, tells Carbon Brief:

“We’re seeing possible delayed retirements and higher utilisation [of existing coal plants], as understandable emergency measures to keep the lights on, but not investment in new coal projects…Any short-term increase in coal consumption that we may see in response to this ongoing energy crisis is merely masking a longer-term structural decline.”

With cost-competitive solar, wind and batteries given a boost over fossil fuels by the energy crisis, there have been numerous announcements about new renewable energy projects since the start of war, including from India, Japan and Indonesia.

Shearer says that, rather than a “sustained coal comeback” in 2026, the Iran war “strengthens the case for renewables”. She says:

“If anything, a second gas shock in less than five years strengthens the case for renewables as the more secure long-term path.”

Jones says that Ember expects “little change in overall fossil generation, but with a small rise in coal and a fall in gas” in 2026. He adds:

“This would maximise gas-to-coal switching globally outside of the US, leaving no possibility for further switching in future years. Therefore, the big story isn’t about a coal comeback. It’s about how the relative economics of renewables, compared to fossil fuels, have been given a superboost by the crisis.”