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2024年3月,中国的二氧化碳(CO2)排放量下降了3%。这标志着自2022年12月放宽防疫措施、重启经济活动以来,中国碳排放量连续14个月的增长告一段落。

Carbon Brief基于官方数字和商业数据进行的新分析显示,中国CO2排放量在2023年或已达峰。

2024年3月CO2排放量下降的驱动因素包括光电和风电的快速增长,这满足了电力需求增长的90%,以及建筑活动的减少。

石油需求增长也陷入停滞,表明疫情后的经济反弹可能已临近尾声。

如果中国能维持去年创纪录的清洁能源建设水平,该国有望在2023年实现碳达峰。

然而,整个行业和政府对清洁能源的增长前景看法不一。如果中国尚未实现碳达峰,如何弥合分歧将是决定碳达峰何时到来的关键因素。

该分析的其他关键发现包括:

  • 尽管电力需求强劲增长,但光电和风电的增长推动化石燃料发电量份额从前一年的67.4%下降至2024年3月的63.6%。
  • 由于中国房地产建设活动的持续萎缩,2024年3月钢铁产量下降了8%,水泥产量下降了22%。
  • 电动汽车现在约占中国道路上汽车总量的十分之一,将汽油需求增长拉低了约3.5个百分点。
  • 去年创纪录的太阳能新增发电装机中,约45%是规模较小的分布式光伏,导致看似出现了“数据缺失”问题。

为什么三月排放量出现下降?

根据中国国家统计局发布的初步能源消费数据,2024年第一季度中国的碳排放量总体显著增加。

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今年1月和2月的碳排放量仍较2023年的低基数大幅增长,彼时中国经济仍因刚结束不久的清零防疫措施而受到抑制。

因此,与2023年同期相比,2024年第一季度的CO2排放量同比增长了3.8%,煤炭消费量增长了3%,石油消费量增长了4%,天然气消费量增长了11%。

转折点出现在今年3月份。由于该月份的煤炭消费量降低了1%,石油消费保持平稳,而水泥产量则下降了22%,导致3月CO2排放量同比下降了3%。尽管天然气消费量增长了14%,但由于其在中国能源结构中占比较小,从而影响有限。

如下图所示,自2022年12月放宽疫情限制措施后,中国的碳排放量从2023年2月开始回升。

因此,2023年1月至2月的同比比较仍然受到去年疫情导致的低基数影响,这使得3月的数据成为能够清楚地反映碳排放趋势的首个月度数据。

中国每月化石燃料和水泥二氧化碳排放量同比变化(MtCO2)。排放量根据国家统计局不同燃料和水泥的生产数据、中国海关进出口数据和WIND信息库存变化数据估算得出。煤炭消费的行业细分估算使用 WIND Information 的煤炭消费数据和国家能源局的电力数据。 Carbon Brief 制图。
中国每月化石燃料和水泥二氧化碳排放量同比变化(MtCO2)。排放量根据国家统计局不同燃料和水泥的生产数据、中国海关进出口数据和WIND信息库存变化数据估算得出。煤炭消费的行业细分估算使用 WIND Information 的煤炭消费数据和国家能源局的电力数据。 Carbon Brief 制图。

近年来,中国碳排放量增长的主要推动力来自电力部门(见下文)。

反之,3月碳排放趋势转为下降,主要原因也是电力部门的排放量增长的大幅放缓。由于光电和风电的强劲增长,电力部门3月的碳排放量仅同比增长了1%。

如下图所示,尽管电力部门的排放量企稳,但建筑业对钢铁和水泥的需求持续下降,这才是3月份碳排放量减少的最主要原因。

钢铁产量下降了8%,因此炼钢厂的主要燃料炼焦煤的产量也随之降低。水泥产量同比骤降了22%。

由于政府对房地产行业高杠杆的打击和对金融风险的管控,以及建筑行业过去的繁荣导致了产能过剩,房地产行业投资已连续第三年收缩,这使得上述排放趋势可能会继续维持。

2024 年 3 月与 2023 年 3 月的二氧化碳排放量按产业和能源划分对比(MtCO2)。排放量根据国家统计局数据、中国海关进出口数据和WIND Information数据估算得出。煤炭消费的行业细分估算使用 WIND Information 的煤炭消费数据和国家能源局的电力。 Carbon Brief 制图。
2024 年 3 月与 2023 年 3 月的二氧化碳排放量按产业和能源划分对比(MtCO2)。排放量根据国家统计局数据、中国海关进出口数据和WIND Information数据估算得出。煤炭消费的行业细分估算使用 WIND Information 的煤炭消费数据和国家能源局的电力。 Carbon Brief 制图。

尽管建筑业需求出现收缩,但中国对钢铁和其他能源密集型金属的需求并未出现预期的大幅下降。

这背后的原因是制造业的快速增长和对该行业的投资,而在设施建设和工业机械生产中都需使用金属制品。

但是,随着全球各种商品和大宗货物的市场逐渐饱和,这种制造业的增长不太可能持续下去。当局的经济政策现在强调“新质生产力”,这是推动经济增长摆脱对传统重工业的依赖的最新尝试。“新质生产力”指高端的制造和研发,这些领域的能源密集程度大多比中国的传统工业部门更低。

从2024年3月其他行业的情况来看,运输用油的需求在经历了几个月的强劲增长之后,变得与去年同期相比近乎持平。这表明疫情后的需求反弹可能正在逐渐消失。

航空燃料(+35%)和汽油(+7%)产量仍在增长,说明客运需求出现增长。但柴油产量增长停滞(+1%),原油加工量也仅增加了1%。

电动汽车的增长正显著削减石油需求量。根据过去十年的累计销售数据估计,电动汽车在道路上所有车辆中的占比从去年的7.0%增加到10.5%。这表明,电动汽车的普及使汽油需求增长降低了3.5个百分点。

天然气需求出现大幅反弹,同比增长14%。此前天然气价格高企导致需求下降。天然气消费的增长主要来自工业和家庭部门。

随着燃气电厂利用率有所恢复,电力部门的天然气消费量增长了8%,但这仅占总体增长很小的一部分。

天然气在中国能源结构中的占比曾连续增长了二十多年,在2021至2023年间有所下降,现在开始恢复增长。

近期推动碳排放量增长的一个因素仍在继续:化工行业的煤炭消费量增长了14%,延续了2022和2023年两位数的增长趋势。

尽管目前还没有足够的数据来估算4月份的CO2排放量,但当月的工业数据表明,3月排放下降的趋势仍在继续。

由于光伏发电满足了大部分的电力需求增长,火力发电量——主要来自煤电——缓慢增长了1.3%。钢铁、水泥和焦炭产量分别下降了8%、9%和7%,反映出建筑需求的持续减少。炼油量下降了3%。

国内煤炭开采量下降了3%,而进口量增加了11%,这意味着总供应量减少了5%。

天然气需求进一步强劲增长,进口量增长了15%,国内产量增加了3%。在能源密集型行业中,化工和有色金属行业的产量继续保持较快增长。

光电和风电满足需求增长

企稳的电力部门排放量值得关注,因为电力需求继续以7.4%高速增长,而受长期干旱的影响,水电利用率低于长期平均水平。

过去几年,工业用电推动电力需求迅速增长。3月,工业需求增长放缓,但服务业的反弹维持了整体需求的增长。

近一半的用电需求增长来自工业,其中有色金属、化工、机械和电子等行业是最主要的需求增长的领域。服务业贡献了需求增长的三分之一,主要源自批发和零售贸易,另有六分之一来自家庭用电。

在2022年历史性的热浪引发一波空调购买潮的推动下,家庭用电需求在过去几年也出现了激增,尤其是在以前没有空调的低收入家庭。

尽管电力需求快速增长,但由于分布式光伏电站的大规模部署,规模以上工业发电量增速放缓至3%。

(与大型集中式太阳能发电场相比,分布式光伏电站指的是装机规模较小的发电系统,通常安装在家庭和企业的屋顶上。)

总体而言,由于2023年光电和风电装机的创纪录增长,光电和风电发电量占比已达到22%,并在3月实现了近90%的同比增长。非化石燃料发电量占比从去年的32.6%上升至36.2%。

2016-2024 年中国每月发电量同比变化(terawatt hours)。资料来源:根据国家能源局报告的容量和利用率计算的风能和太阳能发电量;其他来源来自国家统计局每月发布的数据;根据 WIND Information 报告的容量和利用率计算出按燃料划分的火力发电明细。Carbon Brief制图。
2016-2024 年中国每月发电量同比变化(terawatt hours)。资料来源:根据国家能源局报告的容量和利用率计算的风能和太阳能发电量;其他来源来自国家统计局每月发布的数据;根据 WIND Information 报告的容量和利用率计算出按燃料划分的火力发电明细。Carbon Brief制图。

分布式光伏对发电的贡献越来越大,但这在一定程度上被中国月度电力数据的报告方式所掩盖。国家统计局只发布大型光伏和风力发电站的月度发电量。它还系统性地上修了前几年的数据,这表明其没有实时捕捉新进入市场的企业的发电量。

由于去年创纪录的光伏新增装机容量中有45%是分布式发电,对小型光伏装机的排除对这些数字的影响比以往大得多。

这在中国和海外引起很多困惑,特别是报告的用电量数据远大于发电量数据,这显然是不可能的,彭博社甚至称其为“数据缺失问题”。

然而,用电量和规模以上工业发电量之间不断扩大的差距表明,分布式光伏在满足用电需求方面的贡献越来越大。

与月报数据不同,中国的年度统计公报中没有“缺失”的数据,因为年度统计包括所有电厂,无论其规模。例如,2023年的年度统计公报显示,光伏发电量是月度统计的两倍,风电发电量则多出了10%。

事实上,如果按照月度数据中的装机容量和利用小时数来计算发电量,得到的数据与年度报告数据非常接近。这清楚地表明,尽管统计局的月度数据中没有纳入分布式光伏的发电量,但其的确为满足电力需求做出重大贡献。

清洁能源热潮继续

去年光电和风电新增发电装机容量约300吉瓦(GW),这推动了3月份碳排放量的下降。这种热潮在2024年前三个月加速,与去年相比增长了40%。

太阳能发电新增装机容量46吉瓦,同比增长36%;风电新增装机容量16吉瓦,同比增长50%。

通常来说,第一季度的新增装机容量增速一般较低,而且由于报告滞后,相当多的新增装机在年底才被报告。

强劲的同比增长表明,对新项目能否成功并网的担忧并未影响新增装机容量增加的步伐。即便今年剩下时间里增速会有所放缓,但迄今为止的数据表明,去年创纪录的增速可能会在2024年持续。

今年1月至3月,太阳能电池板产量在去年的高基数上又增长了20%,表明中国和海外的需求强劲。

电动汽车产量增长了29%,汽车总产量恢复了下降趋势,这使得电动汽车占比持续快速攀升,在第一季度达到了31%,而去年同期为26%。

由于光电和风电项目的经济效益显著,对新增装机的主要限制来自并网。因担心无法消纳新增发电量,去年多个省级电网运营商已开始限制新增光电和风电项目。

这凸显了中国电网运营上的短板,因为风电和光电占中国总发电量的份额仍然有限,仅为15%。相比之下,两者在欧盟电力系统中的占比为27%,德国、西班牙和希腊达到40%。

中国已开始采取行动解决该问题。国家发改委已开始放宽光电和风电并网的要求。这将增加风光项目投资者的不确定性,但提高了电网运营商的消纳能力,从而支持发电装机和发电量的增长。

国家发改委还发布了一项推动储能发展的政策,承诺到2027年,电力系统将能够支撑新增风光装机容量,同时将因电网问题而浪费的发电量比例保持在较低水平。

虽然光电和风电已开始满足大部分或全部用电需求的增长,但煤电投资仍在继续。第一季度,火电装机的新增速度同比略有放缓,但各省2024年的“重点项目清单”中包括超过200吉瓦的火电项目,其主要是燃煤电厂。

未来仍充满变数

中国3月份碳排放量的下降可能标志着自2020年以来碳排放的强劲增长出现了转折点。正如 Carbon Brief 去年秋天发布的一篇分析所述,目前清洁能源的增长率有可能使该国提前实现碳达峰。

因此,清洁能源增长是否会持续,是影响中国未来排放路径的关键问题。但是,外界对于未来风电和光电的发展速度仍存在很大分歧。

中国光伏行业协会在其“保守”情景中预测,2024年至2030年间年均新增装机容量为225吉瓦,比2023年的217吉瓦略有增加。在“乐观”情景下,这一数字将加速至每年280吉瓦。根据该协会预测,中国的太阳能总装机容量将从目前的660吉瓦,到2030年增加到2200至2600吉瓦。

据风电行业数据,要实现2060年碳中和目标,中国需要在2021年至2025年间每年新增超过50吉瓦的风电装机。从2026年起,每年新增装机超过60吉瓦。这是一个相对适中的轨迹,因为2023年风电新增装机容量已经达到76吉瓦。

另一方面,国家能源局局长章建华在最近一篇文章中写道,清洁能源的新增装机容量应保持在每年100吉瓦以上,但这不到2023年实际水平的一半。这意味着他认为最近的加速增长是反常的,可能难以持续。

与之类似,在国家能源局2024年的工作计划中,从总发电装机容量和非化石能源发电容量占比,可以推算出非化石能源新增装机的目标在170吉瓦左右。(尽管2023年工作计划的目标是160吉瓦,但实际新增接近300吉瓦。)

下图展现了对于光电和风电发展的不同愿景。深蓝色线代表了章建华的预期,即年新增装机容量将回落到2020年至2022年水平;浅蓝色和红色线是可再生能源行业预测的增长趋势,其大致保持在2023年的水平,或稳步增长。

2020-2030 年风能和太阳能过去和未来年度新增容量(gigawatts)。国家能源局“100GW以上”目标用120GW/年(深蓝色线)表示。可再生能源行业预测及目标以浅蓝色和红色显示。资料来源:中国光伏行业协会、全球风能理事会、国家能源局2024 年工作计划,国家能源局局长章建华的文章。Carbon Brief 制图。
2020-2030 年风能和太阳能过去和未来年度新增容量(gigawatts)。国家能源局“100GW以上”目标用120GW/年(深蓝色线)表示。可再生能源行业预测及目标以浅蓝色和红色显示。资料来源:中国光伏行业协会、全球风能理事会、国家能源局2024 年工作计划,国家能源局局长章建华的文章。Carbon Brief 制图。

到2030年,光伏行业协会和国家能源局就光电和风电的装机目标差距为1400至1800吉瓦。如果新增的清洁能源发电量在2030年能够取代煤电,那么碳排放量将比当前水平下降10至15%。到2035年,随着风电和光电进一步发展,碳排放量将比当前水平下降20至25%。

章建华在文章中指出了一些挑战,以解释为何他认为清洁能源新增发电容量水平较低,包括储能价格机制尚未健全,能源转型政策合力亟待加强,以及集中连片新能源发展用地、用海空间不足等。

尽管如此,减缓光电、风电和相关储能的新增装机速度将给中国经济泼上一盆冷水,因为这些清洁能源行业已成为经济增长的一个关键来源。

此外,最近对这些行业生产能力的大量投资,只有在清洁能源设备需求持续增长的情况下才能得到利用和回报。

政府雄心的减弱也反映在今年设定的较为保守的官方目标上。根据环保部最近设定的目标,2024年碳强度(每单位GDP的排放量)的目标降幅为3.9%。

尽管这一目标超过过去三年碳强度年均仅下降1.5%的水平,但考虑到GDP增速目标是“约5%”,该碳强度目标实际将允许碳排放量增长逾1%。

在2021年至2023年碳排放量快速增加之后,中国已经严重偏离了2025年和2030年的碳强度目标,而2024年的年度目标未能缩小这一差距。

3.9%正是实现“十四五”规划中碳排放强度下降18%的目标所需的年均下降幅度。因此,该目标避免了落后幅度进一步扩大,但对弥补迄今为止的进展滞后毫无作用。

国家发改委还设定了一个相对保守的目标,即到2024年将“化石能源强度”降低2.5%,这将允许碳排放量增加2%以上。

章建华还认为,在2026至2030年期间,清洁能源应满足70%的能源消费增长,这一目标也与清洁能源新增装机容量放缓的趋势一致。

这意味着,能源消费增长的30%仍将通过增加化石燃料的使用来满足,因此CO2排放量也将继续增加。

持续增长的碳排放量意味着中国将面临无法实现2030年的碳强度承诺的风险,而这是中国在《巴黎协定》下提交的国际气候承诺的一部分。因为假设GDP年均增长5%或更低,根据这一承诺,从2023年到2030年,能源部门的CO2排放量没有增加的空间。

因此,中国能否实现其气候承诺,取决于清洁能源增长是否会继续显著超过中央政府制定的目标,亦或是这些目标在未来是否会提高。

数据来源

本分析数据来源于中国国家统计局、国家能源局、中国电力企业联合会、中国海关官方发布的数据以及行业数据提供商WIND资讯。

电力行业煤炭消费量是根据煤炭发电量和燃煤电厂每月平均发热量来估算的,以避免官方煤炭消费量影响近期数据的问题。煤炭发电量根据火力发电总量和燃煤、燃气、生物质电厂报告容量和利用小时数计算,以得到综合火力发电数据。

当数据来自多个来源时,本文交叉引用不同来源并尽可能使用官方来源,调整总消费数控,以匹配国家统计局报告的消费增长和能源结构变化。

2024年第一季度的数据进行了调整,以匹配国家统计局初步官方数据中报告的整个季度的同比增长率。但无论有没有这种调整,三月份排放量下降的结论都成立。

二氧化碳排放量估算基于国家统计局默认的 2018 年燃料热值和中国最新国家温室气体排放清单中的排放因素。水泥二氧化碳排放基于截至 2023 年的年度估算。

对于石油消耗量,表观消耗量是根据炼油厂吞吐量计算,减去石油产品的净出口量。

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Fossil fuel expansion threatens COP31 hosts’ credibility, experts warn

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Türkiye and Australia risk losing their credibility as hosts of this year’s COP31 UN climate summit if they keep betting on fossil fuels at home, climate policy experts have warned. 

As governments are expected to continue fraught talks over how to advance the global transition away from oil, coal and gas in Antalya this November, both of the co-host countries are pursuing fossil fuel expansion at home, without a national timeline to phase out their use.

Türkiye has accelerated its rollout of wind and solar energy in recent years. But that progress has yet to make a dent in the country’s dependence on fossil fuels for power, as demand growth has outpaced the renewables build-out, new analysis by Climate Action Tracker (CAT) has found.

The share of electricity generated by burning coal and fossil gas – 56% in 2025 – has barely changed since 2019, and total fossil fuel use in the power sector, and the emissions it produces, are still rising, according to the report released on Friday.

The Turkish government has also signalled that fossil fuels will remain a central component of its energy mix and has outlined plans to expand the country’s burgeoning domestic gas production in the Black Sea.

‘Need to demonstrate seriousness’

Australia, which will chair the Antalya negotiations, relies on fossil fuels for over 60% of its electricity, with coal alone still supplying 45%. According to experts, it lacks an ambitious plan to shift away from fossil fuels at home, relying heavily on carbon offsetting to reach its climate targets.

Australia is also the world’s third-largest fossil fuel exporter and has plans to expand its coal and gas production, which is backed by significant government subsidies. It recently upset climate groups by approving an extension of the Saraji open-cut coal mine in Queensland.  

Türkiye says it has “final decision” at COP31 despite Australia running negotiations

Jennifer Morgan, a senior fellow with the Fletcher School of Law and Diplomacy at Tufts University and former climate envoy for Germany, said Türkiye and Australia need to demonstrate their seriousness about their COP presidency roles by leading by example on the energy transition.

“They have made progress in renewable energy,” she told reporters this week. “But I think their credibility – and their ability to therefore bring momentum and good outcomes to the COP – will depend on their taking further action at home.” 

Türkiye’s electrification homework

The co-hosts’ fossil fuel policies are being scrutinised in the run-up to the annual UN climate summit, with much riding on the signal climate diplomacy sends on the energy transition.

Türkiye has so far stopped short of putting any overt political capital behind the fossil fuel transition itself. It has instead been rallying support for a new global electrification target of 35% by 2035, seen as the centrepiece of this year’s non-negotiated Action Agenda put forward by Ankara.

Electrification emerges as COP31 priority

COP31 president Murat Kurum said last week the push to electrify economies – through measures like electric vehicles and heat pumps – will “automatically” lead to a reduction in the use of fossil fuels.

Türkiye’s own energy plan projects the country’s electrification rate would fall short on the global target and only hit 25% by 2035, according to the CAT report, which called for a “substantial step-change” in electrification policies and the deployment of more renewable power and grid infrastructure. 

Coal still dominant

CAT’s analysts also warned that, without a parallel phase-out of fossil fuels, rising electricity demand risks being met in part by coal and gas, failing to deliver the emissions reductions the electrification target is meant to achieve. 

Türkiye has had some success in its clean energy build-out: the share of electricity generation from wind and solar rose to 22% in 2025, up from 12% in 2020, according to the CAT report.

But coal’s role in Türkiye’s electricity mix has also grown, in both its share and absolute terms, over the past decade. And while reliance on fossil gas has declined overall, it still plays an important role in Ankara’s energy policy, which is pushing to boost domestic gas production in the Black Sea.

Pilot boats assist the Osman Gazi as it navigates the Bosphorus on its way to the Black Sea on May 29, 2025 in Istanbul, Turkey. The platform will dock at the Filyos Port in the Black Sea and will stay for a 20 year mission and will provide double the natural gas intake of Turkey to 20 million cubic meters per day. (Photo by Chris McGrath/Getty Images)

Pilot boats assist the Osman Gazi as it navigates the Bosphorus on its way to the Black Sea on May 29, 2025 in Istanbul, Turkey. The platform will dock at the Filyos Port in the Black Sea and will stay for a 20 year mission and will provide double the natural gas intake of Turkey to 20 million cubic meters per day. (Photo by Chris McGrath/Getty Images)

Dr Niklas Höhne from the NewClimate Institute said the government could demonstrate leadership as COP31 president by building on its recent successes in increasing its renewable energy capacity and announcing targets and plans to phase out coal and gas ahead of the summit.

According to CAT, Türkiye should phase out coal by 2040 and fossil gas by 2045 at the latest to align its power sector with global efforts to limit the rise in global temperatures to 1.5C above preindustrial times. 

Türkiye quiet on fossil fuel roadmap

Ümit Şahin, coordinator of climate change studies at the Istanbul Policy Center (IPM), said Türkiye’s strategy is to approach the fossil fuel debate exclusively from the “end-use point of view”.

“I don’t expect any push from the Turkish presidency to the producer countries in terms of fossil fuel production,” he told reporters.

Neither does Şahin believe the Turkish presidency will throw its political weight behind another big-ticket item for COP31: a new global roadmap to transition away from fossil fuels. 

Brazil took on the responsibility to voluntarily draft this document outside of the formal negotiations as a way to break the deadlock at last year’s UN summit in Belém when governments clashed over whether to develop one. 

The outgoing COP30 presidency will deliver the roadmap in early November – but it will be up to Türkiye and Australia to guide countries towards a decision on how the blueprint will be taken forward, either inside or outside the negotiations.

Leadership needed

Australia’s Chris Bowen, COP31’s president of negotiations, promised to lobby producing countries to deliver a “meaningful step forward” on the fossil fuel transition in an interview with The Guardian earlier this year. But he has been quiet on the role Australia sees for the fossil fuel transition roadmap. 

Natalie Jones, senior policy advisor at the International Institute for Sustainable Development (IISD), said the COP31 co-presidents “must provide clear leadership” on this process.

“This roadmap cannot be left in a dusty drawer,” she told journalists. “Rather, it must be translated into action, with all countries identifying what elements they can adopt or develop in their own national roadmap.”

    Like Türkiye, Australia has yet to produce a national blueprint for winding down coal, gas and oil. Rather than moving toward a phase-out, state and federal governments have kept expanding fossil fuel licensing over the past year, according to a new analysis published this month by Climate Analytics.

    Under existing policy, both coal and gas are on track to remain in Australia’s power system as late as 2050 – a trajectory the report defines as incompatible with the 1.5C limit the country says it’s committed to. 

    No binding end dates for the Netherlands

    Analysts are watching out for national transition roadmaps as a bellwether for governments that claim to be leaders in the global shift away from fossil fuels.

    The climate and environment ministers of Colombia and the Netherlands, which are co-hosting the Santa Marta conference, embrace on the podium during the high-level segment in Santa Marta, Colombia, April 28, 2026 (Photo: Colombia Ministry of Environment and Sustainable Development)

    The climate and environment ministers of Colombia and the Netherlands, which are co-hosting the Santa Marta conference, embrace on the podium during the high-level segment in Santa Marta, Colombia, April 28, 2026 (Photo: Colombia Ministry of Environment and Sustainable Development)

    The Netherlands, which co-hosted the first fossil fuel transition conference in Santa Marta this year, published its own domestic roadmap earlier this week. The document followed through on a pledge that “leadership on transitioning away from fossil fuels must be backed by concrete action, not just ambitious words”, said a spokesperson for Stientje van Veldhoven, the Dutch minister for climate policy.

    But experts criticised the plan for failing to set a binding end date for the country’s fossil fuel production and use. While targeting a rapid increase in renewables capacity, the Dutch government only commits to phasing out oil, gas and coal “in the energy and feedstock system to eventually zero, and to minimise fossil use” by 2050. 

    Yvo de Boer, a former Dutch diplomat and executive secretary of the UN climate body, said the Dutch roadmap falls short of what’s needed to give industry the confidence to deploy capital in support of the energy transition with greater predictability. 

    “Ultimately, a roadmap without deadlines is nothing more than a footpath paved with good intentions,” he added, writing on LinkedIn. 

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    How clean energy can boost business for Africa’s food producers

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    Despite millions of dollars in grants and technical help for African businesses to power farming and other food production activities with renewable energy, most efforts remain stuck at the early stages because they struggle to find the investors, markets and expertise they need to grow.

    This was the message from a coalition of global institutions working on energy, water and agriculture at this month’s Africa Food Systems Forum in Kigali, Rwanda.

    “Energy, agriculture, water and nutrition actors rarely design solutions together,” the Agri-Energy Coalition said in a Call to Action on powering food systems with clean energy.

    Using more renewables – especially solar power – to drive food systems would reduce food losses, ensure year-round availability and affordability of healthy foods, and improve productivity, income and resilience among farmers, food processors and other small enterprises, the coalition added.

    In an interview with Climate Home News at the forum, Olamide Niyi-Afuye, CEO of the Africa Minigrid Developers Association (AMDA) – a body representing private-sector developers of small-scale, off-grid electricity systems across the continent – said its members are starting to recognise this interdependence and are increasingly considering businesses that combine energy with agricultural activities.

      This, Niyi-Afuye added, could lead to greater supply and use of clean power for key processes like irrigation, food processing and storage, creating new sources of revenue for both sectors.

      CHN: Conversations at the Africa Food Systems Forum highlighted how organisations working in energy and agriculture often operate in silos. What has hampered their collaboration, and how has that affected Africa’s economic development?

      A: Most mini-grid companies in Africa were primarily incentivised to achieve connections. If you look at some ongoing projects, you see a cost-per-connection model [of revenue]. When a subsidy is tied to achieving a connection, regardless of whether it is a productive connection, you might not notice the problem until five years down the line, when you realise the cash flows are not what you projected.

      Despite African walkout, fractious land COP ends without drought deal

      So now we’re in a “come-to-Jesus moment” as an industry, where we’re righting the wrongs and adjusting our business models to make sure companies do not go bust and there is some level of sustainability over the long term.

      The saying is not wrong that we’ve been working in our own silos because we’ve focused on the smaller things instead of the helicopter view. There needs to be cross-pollination [between the energy and agriculture sectors] because, if we are thinking about industrialisation, energy is a key driver of industrialisation. We will not achieve that if we’re not in the room and part of those conversations.

      CHN: Productive use of energy is intended to ensure electricity access goes beyond lighting homes to improving livelihoods, creating jobs and powering equipment. But what happens when farmers cannot afford the equipment they need to do that? How can energy, agriculture and equipment players work together to make the transition more accessible?

      A: That’s why we’re having conversations with companies set up to de-risk the agriculture sector. By leveraging that connection, we’re able to aggregate potential energy needs and develop instruments that make equipment more affordable through bulk procurement.

      We can have arrangements that make it easier for farmers and food producers to lease equipment and eventually own it over a period. There’s no real pressure to recover the capital very quickly because you’re looking at scale.

      Rice farmer Danjuma Okuwa adjusts his newly installed electric rice milling machine at his compound in Rukubi, Nasarawa, Nigeria, September 27, 2022. (Thomson Reuters Foundation/Afolabi Sotunde)

      Rice farmer Danjuma Okuwa adjusts his newly installed electric rice milling machine at his compound in Rukubi, Nasarawa, Nigeria, September 27, 2022. (Thomson Reuters Foundation/Afolabi Sotunde)

      There is a whole lot across the agricultural value chain that needs energy, from farming and harvesting to food processing and value-addition. We need to understand the energy needs across the value chain and bring our members in to provide solutions.

      Developers do not necessarily need to provide every productive-use solution themselves. They can partner with equipment suppliers, financiers, agribusinesses and other service providers to enable customers to use electricity productively. The objective is simple: do not just electrify communities; enable economic activity that uses that electricity.

      CHN: When Africa’s industrialisation is discussed, you hear things like renewables cannot provide enough baseload, while some food processors are sceptical about switching to renewable energy because of these concerns about reliability. What is your response?

      A: It’s not a controversial statement to say that a typical baseload is usually from the grid, and it’s usually from multiple sources including renewable energy. For large-scale operations, we can look at blending multiple sources of energy. But how do we solve the problem of a mid-sized farmer? We can solve it with a mini-grid using renewable energy.

      Comment: Every country needs a model to help optimise its energy transition

      If you go to a small farmer in a rural area, they don’t care about what source of energy they’re getting. They just want something that can help them get from A to B. If you look at the direct energy needs of farmers and food processors, I’m sure 90 percent of their consumption can be solved by renewable energy. Let’s start with that problem first. Then, as they scale, they might need to ramp up, and we can start talking about a bigger baseload.

      CHN: How much agricultural value is lost because farmers and food businesses lack reliable, affordable electricity?

      A: If you look at, for example, the fact that we need to maybe plant tomatoes or strawberries in Jos before it gets to Lagos [Nigeria], which most likely is by road, I can assure you that a good chunk, if not stored properly, would be bad by then. So the fact that we do not have energy is in itself a lost opportunity to maximise the potential of the agriculture sector. So until we’ve solved the energy problem, we will not salvage waste – and for me that is a lost opportunity.

      CHN: AGRA, an institution focused on scaling agricultural innovations to help smallholder farmers, estimates a massive shortfall between current investments in the continent’s food systems and what is actually needed to build a resilient, profitable agricultural economy – to the tune of $180 billion per year. Can integrating energy into food systems help bridge that gap?

      A: Yes – if energy can help unlock the potential to earn more money, investors will follow the money. Investments go where there is certainty, and until there is certainty around cash flow and revenue, investment will be limited.

      My vision is to see more Power Purchase Agreements (PPAs) being signed between energy players and the agriculture sector. We can start by getting people into the room, understanding their pain points, crafting a framework and documentation that works for both parties, and then seeing deals happen.

      This interview was shortened and edited for clarity.

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      Climate Change

      Human security relies on adapting to the world’s new climate reality

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      Cristina Rumbaitis del Rio is a senior advisor on adaptation and resilience with the United Nations Foundation and Mattias Söderberg is global climate lead at Danish NGO DanChurchAid.

      Recent extreme events – from wildfires and heatwaves in Europe to flash flooding following a glacier collapse in Nepal – have shocked and devastated communities, bringing years of warnings about such climate impacts to the doorstep of communities around the world.

      One thing is certain: the new climate reality is here – and the adaptation strategies designed for yesterday’s world are no longer sufficient.

      Attribution science has since shown that the hotter and more frequent heatwaves we’re experiencing around the world would have been virtually impossible without today’s high concentrations of greenhouse gases in the atmosphere. Climate shocks are now so severe that they reverberate through supply chains, food and water systems, financial markets and the movement of people.

        They must be a catalyst for a new way of thinking about adaptation and resilience, and how we finance solutions that work. A failure to invest in adaptation in one region can create costs far beyond it, which is why the concept of shared resilience is critical for leaders to grasp.

        Investment not charity

        At the UN General Assembly (UNGA 81) this month, leaders have an opportunity to translate today’s urgency into concrete commitments on adaptation and loss and damage finance ahead of COP31.

        Those commitments are needed to underpin global stability, shared prosperity and human security. Governments should use this moment to show what a new response looks like: finance that reaches communities faster, supports locally grounded solutions, strengthens national systems, and helps countries prepare before the next shock arrives.

        If we want sustained economic growth, food and water security, and resilient and prosperous societies across every region, adaptation must be at the heart of today’s development and security agenda. It cannot be just a future planning consideration or a narrow issue for climate ministries. Adaptation is now everyone’s business – and it must be financed fast and fair.

        UN Secretary-General António Guterres has repeatedly framed climate finance as an investment rather than charity, warning that “a world in climate chaos cannot be a world at peace” and describing human security as freedom from the chronic and sudden disruptions that climate change multiplies.

        What’s more, adaptation delivers a real return-on-investment, with researchers estimating that every dollar invested produces $10 in benefits, saving lives, protecting livelihoods, and reducing the costs of future disasters.

        Hitting adaptation limits

        The urgency to scale adaptation systematically is growing. The newly released “Limiting Overshoot” report from the UN Environment Programme (UNEP) confirms what scientists have long warned: exceeding global warming of 1.5C is now unavoidable under current policies. Yet, how high temperatures rise – and how long the world remains above the 1.5C threshold – will determine whether communities, economies and entire ecosystems can keep pace.

        There are limits to adaptation. When we breach those limits, lives and livelihoods are lost, and people and ecosystems suffer greatly. We cannot simply build yesterday’s infrastructure a little stronger and assume it will be enough.

        Nepal flood destruction shows “limits to adaptation”, scientists say

        We need to fundamentally change the systems that determine how societies anticipate, absorb and recover from both immediate and evolving non-linear climate shocks. This includes transforming physical systems, such as infrastructure, and the governance systems that affect where and how we live to how we maintain our health and wellbeing.

        Finance today is nowhere near the scale of the challenge.

        The UNEP “Adaptation Gap Report 2025” estimates the shortfall in adaptation finance in developing countries at $284 billion–$339 billion a year – roughly 12 to 14 times current international public flows of around $26 billion. That gap is a development, economic and human security problem, especially for the most vulnerable populations who have contributed the least to causing the climate crisis.

        Building resilience into financial systems

        There are already signs of what a more systemic adaptation response could look like. Communities around the world are delivering practical solutions at local level, even as adaptation finance remains notoriously, and appallingly, difficult to access. Cyclone-resistant homes, local forecasting capacities, drought-resistant crops, heat insurance for pregnant informal workers and mangrove restoration are rooted in local knowledge and lived experience, while delivering benefits far beyond the communities where they originate from.

        But local innovation alone is not enough; the systems around it need to be resilient too.

        Jamaica offers one example. The country has built a multi-layered disaster-risk financing framework, including a catastrophe bond and contingency funds, through sustained fiscal discipline and proactive investment. Its debt-to-GDP ratio fell from around 147% in 2012 to around 62% in 202-25. That groundwork matters when disaster strikes.

        Hurricane Melissa’s destruction shows need for climate resilience push

        Following Hurricane Melissa, Jamaica was able to secure billions of dollars in reconstruction financing from multilateral banks – finance that might otherwise have been much harder to access. The lesson is clear: resilience can be built into the financial architecture of a country before a crisis arrives. That is the shift we now need to make at scale.

        The foundations already exist – in Kingston’s fiscal reforms, in early-warning systems from the Sahel to the Pacific, and in every community that adapted before disaster struck. What is still missing is the political will, and the finance, to take what works and put it to work everywhere, at the speed our world’s new climate reality demands.

        To hear more on this issue from high-level officials and experts, sign up for this event during Climate Week NYC, at 8am EDT on September 24 (in person or online), moderated by Climate Home News Editor Megan Rowling: Adapting to the New Climate Reality: Why Accelerating Impacts Demand New Responses.

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