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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

Climate leadership and cooperation

ENVOY REMARKS: Xinhua published an exclusive interview with Chinese climate envoy Liu Zhenmin, in which he spoke about how China-Europe cooperation could make a “positive contribution” to combating climate change. In the interview, Liu said that developed countries were “generally worried about who will share the responsibilities that the US should bear” after its withdrawal from the Paris Agreement, adding that China “deeply regretted” the “shrinking space” for US-China climate cooperation. The outlet quoted Liu saying: “However, we must see that China and the US do not have fundamental differences in the field of climate change, but rather have broad space for cooperation.”

EU AMBIVELANCE: Meanwhile, the EU’s ambassador to China, Jorge Toledo, warned that the EU may not hold an expected “high-level economic [and] trade dialogue” with China in July, due to current negotiations over Chinese EV tariffs and supply chains “not making progress”, reported the Hong Kong-based South China Morning Post (SCMP). European countries, such as the Netherlands, France and Germany, on the other hand, have expressed interest in more collaboration in areas such as climate and the low-carbon transition, said state-supporting media the Global Times. Belinda Schäpe, China policy analyst at Centre for Research on Energy and Clean Air (CREA), nevertheless wrote on LinkedIn that while both China and Germany “expressed support” for tackling climate change, it is “unclear how this will translate into Germany’s position on cooperation in areas like energy transition or climate diplomacy”.

EARLY PEAK?: China’s emissions will “likely peak a few years ahead of its self-set deadline of 2030”, Bloomberg said, reporting comments by Zhu Guangyao, who was the country’s vice minister of finance from 2010-2018 and who cited analysis recently published by Carbon Brief. The outlet quoted Zhu saying: “It’s most likely China will realise the peak of carbon emissions a few years before 2030…That’s good news for China, also good news for Asia, for the whole world.” Meanwhile, the SCMP published a comment article by former UN secretary general Ban Ki-moon on China’s “green energy leadership”. In the article, Ban called on China to target a 30% reduction in emissions below 2023 levels by 2035 in its next international climate pledge (nationally determined contribution, NDC).

New plan for ‘green’ manufacturing

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‘GREEN TRANSFORMATION’: China’s central government approved an action plan for “advancing the green and low-carbon development” of the manufacturing sector between 2025 and 2027 at a State Council executive meeting, reported state news agency Xinhua. The full text of the action plan is not yet public. The meeting called for “deep[ening the] green transformation of traditional industries” while “accelerat[ing] innovation in green technologies”, added the outlet. The state-owned newspaper Securities Daily said that the policy extends “intensive” regulatory support and will affect a range of industries, including steel, metals and construction. About 20% of the “total output of China’s manufacturing industry” in 2024 had already come from “national-level green [factory] plants”, added the newspaper. (According to the “general principals” outlined by the Chinese government, such plants have tighter requirements on their emissions of greenhouse gases and other pollutants.)

RECTIFY THE ‘RAT RACE’: Meanwhile, the National Development and Reform Commission (NDRC) commented on “neijuan” (内卷) – officially translated as “rat race competition” that leads to oversupply in affected industries, including clean energy, steel and oil refining, reported Xinhua. According to the newswire, the NDRC said at its May press conference that this “rat race” had “disrupted” fair competition and “must be rectified”. According to the NDRC transcript, government officials called for eliminating “inefficient and backward production capacity” in the oil refining and steel industries, “preventing blind new construction” in the coal chemical and aluminium industries, and “guiding” “new-energy vehicle” (NEV) and solar companies to “focus on technology research and development”. Nevertheless, the officials stated that the majority of the investments the NDRC had approved from January to April this year were still in the “energy” and “advanced technology” sectors, among others, reported Chinese media outlet Dazhong News. The NDRC also said its “two new” policy “stimulated green consumption” of products such as NEVs, according to the transcript. Separately, the production of NEVs rose by 39% in April, said the Communist party-affiliated People’s Daily, adding that China’s “shift toward intelligent and green development is gaining momentum”.

‘Record’ solar added as policy deadline looms

SOLAR RUSH: China installed a “record” 105 gigawatts (GW) of solar capacity between January and April 2025, industry outlet PV Tech said, citing a recent data release by the National Energy Administration (NEA). It added that “April alone” accounted for 45GW of new additions – compared to a total of 46GW solar installations in China between January and March 2024 – as a deadline set by a new renewable pricing policy “triggered a project installation rush”. [Outside China, the US is the only country in the world to have more than 105GW of solar capacity in total. The UK has 18GW.]

THERMAL FALL: Analysis by thinktank Climate Energy Finance found that the amount of new solar installations between January and April was eight times larger than that of new thermal capacity (13GW, mainly coal). It added that China’s coal plants were only running 46% of the time on average in the first four months of 2025, saying that this was a “record low”. Similarly, Reuters reported that “thermal power generation in China, fuelled mainly by coal, fell 2% in April and 4% from January to April amid slower overall power output growth”. New data from energy thinktank Ember found that wind and solar power generated 26% of the country’s electricity in April 2025, the “highest monthly share on record”.

ROOFTOP ‘BOOM’: Meanwhile, separate data from consultancy Rystad Energy found that, of the 60GW of solar installed between January and March 2025, rooftop solar installations accounted for 36GW, marking the “highest quarterly total for distributed solar in [China’s] history”, solar news outlet PV Magazine reported. Industry news outlet SolarQuarter said that, according to Rystad Energy’s forecasts, the rooftop solar installation “boom” will continue through to June 2025, “potentially pushing total distributed solar capacity additions for the year to 130GW”.

SOLAR CYBER SCARE: Reuters reported that the US government is “reassessing the risk posed by Chinese-made” renewable energy components after “rogue communication devices not listed in product documents ha[d] been found in some Chinese solar power inverters by US experts”. The newswire added that it “was unable to determine how many solar power inverters and batteries they have looked at”. Following this, the Japanese government also “launched an investigation into Chinese-made solar panels”, reported SCMP. Tom Nunlist, associate director at consultancy firm Trivium China, wrote on LinkedIn that while “an industrial-scale plot to disrupt the US power grid” cannot be ruled out, it is “far more likely that we’re dealing with commonplace bill of materials errors”. He added that “given the atmosphere, I think there’s a good chance this will get blown way out of proportion”. Meanwhile, the industry association SolarPower Europe called for stronger cybersecurity rules for Europe’s clean-energy installations, following the discovery of “unexplained electronic components in imported circuit boards from an unnamed country destined for [Denmark’s] energy infrastructure”, PV Magazine said. It added that the “suspicious elements were not solar components”.

Extreme weather sweeping across China

RAIN AND FLOODING: Four people were killed by “torrential rain” in Guizhou province in southwest China and 17 people remained missing, reported Reuters on 23 May. China is facing “hotter and longer heatwaves and more frequent and unpredictable heavy rain as a result of climate change” and its “huge population” made the country “especially vulnerable to the effects of climate change, authorities have said”, added the outlet.

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EXTREME HEAT: Temperatures in north China reached as high as 43C in May, according to China Qixiang Aihaozhe, a popular scientific blog. State broadcaster CGTN reported that many places in the provinces of Henan and Hebei broke local temperature records for May and that ground temperatures in “multiple places” broke 70C on 20 May. The outlet noted that May is a “critical” period for maximising wheat harvest yields. Reuters reported that China disbursed 1.4bn yuan ($194m) for “agricultural production disaster prevention and relief”. Meanwhile, cooling demand from air conditioners could drive electricity demand to be about 100GW higher than last year, Bloomberg cited the NEA as saying. Lauri Myllyvirta, lead analyst at CREA, posted on Bluesky that, even if this demand does disrupts the recent plateau in China’s emissions, the “structural trend” of clean-energy additions pushing overall emissions down will continue to drive reductions in the long-term. 


68%

The share of China’s overseas energy investments that went to solar and wind projects between 2022-2023, reported Inside Climate News citing data from Boston University’s Global Development Policy Center. Only 13% of investments had gone into solar and wind from 2000-2021, added the outlet, noting that 2021 was the year that China pledged to stop funding overseas coal projects.


Spotlight 

What is China’s ‘Shenzhen model’ for city-level low-carbon transition? 

Shenzhen, a city bordering Hong Kong that is known for pioneering China’s economic reforms, is leading the country in several carbon mitigation measures and is seen as a “pilot” for the construction of “low-carbon cities”.

Carbon Brief looks back at Shenzhen’s efforts to date and assesses its progress on carbon mitigation. The full article will be available on Carbon Brief’s website.

Electric transportation

Since the 2000s, Shenzhen has developed strategies for “low-carbon development”. Part of this included nourishing the growth of a number of “strategic emerging industries”, such as “new-energy vehicles” (NEVs).

According to a government work report, Shenzhen – whose population makes up 1% of the country’s total – produced 22% of China’s NEVs in 2024. NEV also comprised 77% of the new car sales in Shenzhen last year, significantly higher than the national share of 48%.

The city has also replaced all of its buses, taxis and ride-hailing cars with electric versions – the first city to have done so in China.

Heran Zheng, lecturer in sustainable infrastructure economics and finance at University College London (UCL), told Carbon Brief that a city’s green transition mainly requires two focuses: “transport transition” and “industry decarbonisation”.

With no major heavy industries, Shenzhen has an “advantage” in industry low-carbon transition, said Zheng, which allows it to set “more ambitious” emissions targets.

Carbon control

Shenzhen was China’s “first city to explicitly state its commitment to the ‘dual control [of carbon]’ system”, according to Dialogue Earth. It issued twoimplementation plans” towards this effort and developed a city-level carbon emissions cap.

Shenzhen plans to reduce its energy intensity by 14.5% before the end of 2025, compared to 2020 levels. The national energy intensity target is 13.5% during the same period.

Zheng said that Shenzhen’s commitment “should be within its capacity”, adding:

“There are three major carbon mitigation areas – steel, cement and electricity. Shenzhen has no major steel and cement industries, so it only needs to largely focus on electricity…In addition, the city is a technology hub. A lot of high-emission manufacturers have moved out of Shenzhen to its neighbouring cities.”

Another “big difference” between Shenzhen and other cities is that “Shenzhen has its own nuclear power”, said Zheng, which is “important” for the city’s electricity transition – the remaining sector that Shenzhen needs to put efforts on towards green transition.

Low-carbon energy

According to a 2021 report, nuclear power is Shenzhen’s “largest local power source”. It contributed 35% of the city’s total power generation in 2021.

Nuclear dwarfs all the other clean energy sources feeding into the city’s grid. The Shenzhen local authority’s 2025 government work report says current solar power capacity stands at about 1GW – and it does not mention wind capacity.

Its “14th five-year plan for climate change response” says that Shenzhen’s renewable energy capacity has “little room” for future growth due to “scarce” energy resources and “limited” land for wind and solar power.

In 2024, China approved the construction of more nuclear reactors in Shenzhen’s neighbouring city of Huizhou.

The Shenzhen government also aims to “raise the combined share of natural gas, nuclear and renewable energy to 90% in 2025, up from the current figure of 77%, which is noticeably ahead of the nationwide figure of 52%”, according to research published in 2022.

‘Green finance’

Shenzhen was one of the first seven cities and provinces in China that established a local “pilot” emissions trading system (ETS) in 2013, ahead of the national rollout in 2021.

Yan Qin, carbon analyst at consultancy firm ClearBlue Markets, told Carbon Brief that despite Shenzhen’s plans to expand the coverage of its ETS, most pilot ETSs are seeing their coverage “shrinking” due to enterprises leaving to join the national ETS.

In the meantime, Shenzhen issued China’s first overseas sales of “green government bonds” in 2021 in Hong Kong. In contrast, China’s national sovereign bonds were only available to international buyers from April 2025.

Zheng said that the impact of the green bonds is “hard to evaluate”. He added that projects, such as sewage treatment, can “also fall into the category of ‘green bonds’”. Although linked to energy efficiency improvement, they nonetheless make only “limited contributions” to cutting carbon emissions, he added.

‘Shenzhen model’

The local government and media outlets have touted the city’s achievements on climate as the “Shenzhen model”.

But Shenzhen’s journey is not all “replicable”, said Shen Xinyi, analyst and China team lead at the Centre for Research on Energy and Clean Air (CREA), adding that “Shenzhen capitalised on the opportunities of its era”.

Zheng said Shenzhen can “only represent a [certain] type of city in China, the ‘top tier’, such as Beijing, Shanghai and Guangzhou”. He added:

“There are more than 300 cities in China, all facing unique transition situations. It is meaningless for coal-heavy industrial cities to learn from Shenzhen.”

Other cities must “adapt strategies according to their unique conditions”, Shen added.

This report is by freelancing climate journalist Henry Zhang and Carbon Brief’s China section editor Wanyuan Song.

Watch, read, listen

CRITICAL MINERALS: An episode of consulting firm Trivium China’s podcast discussed China’s critical mineral export controls.

‘MARSHALL PLAN’?: Sam Geall, Dialogue Earth’s outgoing chief executive officer, published a comment on China’s new role amidst shifting “climate politics”.

US-CHINA DECOUPLING: In an exclusive interview with Chinese financial media Caixin, Huang Hanquan, dean of the Chinese Academy of Macroeconomic Research – a thinktank under the direct management of NDRC – said there are still “risks” in US-China decoupling.

‘ZERO-CARBON’ PARKS: The 21st Century Business Herald, a Chinese media outlet, published an interview with Chai Qimin, director of the International Cooperation Department at the National Center for Climate Change Strategy and International Cooperation, a thinktank under the China’s Ministry of Ecology and Environment, talking about “zero-carbon industrial parks”.

New science 

Peer effects on rural household carbon emissions in China

Scientific Reports

New research found that the “peer effect” – a phenomenon where an individual’s behavior and attitudes are influenced by their peers – has a “significant positive impact” on carbon emissions in rural China. The paper quantified emissions from rural Chinese households over 2012-20 using data from “China family panel studies” and “carbon emission accounts and datasets”. The authors found that carbon emissions from “low social status families” are influenced by those of “high social status families”. They added that the “peer effect has a relatively greater impact on the carbon emissions of farmers in the eastern region”.

The impact of carbon news coverage on corporate green transformation

Scientific Reports

A new study of Chinese companies found that “carbon news coverage significantly enhances the corporate green transformation”. The authors examined the effect of “carbon news coverage” on the green transformation of “Chinese A-share listed enterprises” over 2013-21. They found that “carbon news coverage” can help enterprises with their “green transition” by “alleviating financing constraints, strengthening environmental information disclosure and increasing R&D investment”. They added that “carbon emissions trading market and carbon news coverage serve as multiple co-regulations of formal and informal environmental regulation, synergistically advancing enterprises’ green transformation”.

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 29 May 2025: The ‘Shenzen model’; Record solar growth; NDRC rejected industrial ‘rat race’ appeared first on Carbon Brief.

China Briefing 29 May 2025: The ‘Shenzen model’; Record solar growth; NDRC rejected industrial ‘rat race’

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DeBriefed 29 May 2026: Europe’s ‘mind-boggling’ May | Indian heat deaths | Nigeria’s solar mini-grids

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Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.

This week

UK, Europe and India battle heatwaves

‘MIND-BOGGLING’ MAY: The UK and continental Europe have set “mind-boggingly crazy”  temperature records for May amid a deadly heatwave, reported the Financial Times. According to the Associated Press, the UK “smashed a century-old temperature record for the second time in 24 hours on Tuesday”. The newswire added that records “also fell in France, where temperatures reached 36C on Monday in the country’s south-west”. On Wednesday, Portugal hit a record May temperature of 40.3C, said BBC News.

‘BRUTAL REMINDER’:  In parts of Italy, the heatwave triggered blackouts, reported Reuters. The heatwave has also been linked to more than a dozen deaths in the UK and France, including from people drowning and suffering heat-related deaths while competing in sporting events, said ABC News. Simon Stiell, the executive secretary of UN Climate Change, said the intense heatwaves were a “brutal reminder” of the cost of global warming, reported Politico. Carbon Brief has in-depth coverage of the record-shattering heatwave.
INDIA’S DEADLY HEAT: In the southern Indian states of Andhra Pradesh and Telangana, more than 100 people died within three days following an intense heatwave, reported the Khaleej Times. The publication noted that authorities urged people to stay indoors and avoid direct exposure to the heat. Meanwhile, some parts of India are “grappling with power cuts as record-breaking heat has pushed electricity demand ​to an all-time high”, reported Reuters.

Around the world

  • CRUDE DIPS: The International Energy Agency (IEA) said global investments in oil projects will fall below $500bn in 2026, continuing a three-year decline, reported Bloomberg. Carbon Brief’s analysis of the data shows the US’s “data-centre boom” means it is now investing more in fossil-fuel power than China.
  • DODGING NET-ZERO: The world’s biggest miner, Australian giant BHP, has backtracked on climate action by halting or delaying projects to cut “vast” amounts of emissions, according to a Guardian investigation.
  • SOLAR SLIP: China’s new solar installations dropped for a fourth straight month, reflecting weakening domestic demand, said Bloomberg.
  • NO LOGGING: Deforestation in the Brazilian Amazon fell last year to its lowest level since 2019, according to a new report, said Agence France-Presse.
  • EXECUTIVE ACTION: Puerto Rico’s governor announced a state of emergency to fight a surge in coastal erosion, citing the need to protect natural resources and vulnerable communities, reported the Associated Press.

Four million

The number of homes in the UK with air conditioning, double the figure from three years ago, reported the Guardian. There are 29m households in the UK.


Latest climate research

  • Carbon Brief will soon be launching a new fortnightly newsletter focused on climate research. Sign up for free today.
  • LGBTQ+ households in the US are “significantly more likely” to face energy poverty and insecurity than the general population | Energy Research & Social Science
  • Global rice-paddy greenhouse gas emissions have doubled over the past six decades | Nature Food
  • Vegetation greening and human-caused warming are the “main drivers” of a surge in flash floods over the last decade | Science Advances

(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Tuesday, Wednesday, Thursday and Friday.)

Captured

Map of the UK showing that at least 67 NHS sites have been forced to close due to weather-related flooding since 2021

A Carbon Brief investigation has shed light on the impact of weather-related flooding on National Health Service (NHS) facilities across the UK. At least 67 NHS hospital wards, departments and other sites have been forced to temporarily close or relocate due to weather-related flooding. The chart above shows sites of weather-related flooding incidents at NHS facilities. The size of the circles indicates the number of incidents reported at each site.

Spotlight

How solar mini-grids can ‘help boost’ Nigeria’s economy

This week, Carbon Brief covers a new report on Nigeria’s solar mini-grid industry.

Amid the impact of the US-Iran war on the Nigerian economy, a new report has argued that solar-mini grids can help to reduce the country’s reliance on fossil fuels and create more than 200,000 jobs.

In Nigeria, Africa’s third-largest economy, the war has led to an increase in energy prices and a decrease in petrol consumption. Petrol is one of the country’s main sources of transport and household fuel. According to one estimate, prices have surged by up to 40% since the conflict commenced in February.

Although the Nigerian treasury has benefited from rising crude oil prices – the country is a major exporter of oil and gas – the impact has been most visible on the wider population.

Rising energy prices “have affected the purchasing power of workers”, Agnes Funmi Sessi, a labour union leader in Lagos, told Carbon Brief.

However, scaling the deployment of solar “mini-grids” could help the country move away from fossil fuels, stimulate rural economies and improve livelihoods, according to the new report authored by the thinktank, the Africa Policy Research Institute.

“We estimate that, by deploying over 10,000 mini-grids, the sector could create 212,688 direct full-time informal and productive-use jobs across the off-grid and under-grid market segments,” the report said.

A nascent industry

Solar “mini-grids” are small-scale, localised electricity generation and distribution systems powered by solar panels.

The report positioned Nigeria’s mini-grid sector as one of the fastest-growing in Africa, with the country having just 11 mini-grids in 2015 and 155 by 2024, along with at least 42 active developers.

Many of the companies within the sector are young and apply novel local techniques in their deployment of solar technology, the report said.

However, access to finance remains a huge barrier. According to the report, the sector may require up to $8bn to connect 35.4 million people to mini-grids.

“Most Nigerians want solar power in their homes, but it is a capital intensive business for vendors and customers,” Dr Ben Iheagwara, a renewable energy entrepreneur and policy analyst, told Carbon Brief.

The report urged the Nigerian government and its international partners to “attract private capital by de-risking investments and ensuring regulatory clarity and long-term planning”.

Other key recommendations for policymakers and stakeholders include investment in skills development and paying attention to the gender gap.

Powering rural communities

Many rural communities, which make up about 37% of the country, are disconnected from the national grid system, so often have to generate their own electricity through mini-grid systems.

According to Nigeria’s electricity regulator, NERC, a mini-grid is defined as a power generating system with an installed capacity of up to 10 megawatts.

A mini-grid can be powered by fossil fuels such as diesel or petrol, but solar power is now considered a cheaper and cleaner source.

With more than 80 million people lacking access to electricity in Nigeria, solar mini-grids are increasingly viewed as the lowest-cost electrification solution, the report said.

Watch, read, listen

MOVING FORWARD: The Energy Transition Show dug into electricity reform in South Africa, discussing the country’s coal legacy and the role of renewables.

ENERGY POVERTY: In an opinion article for Project Syndicate, executive director of the African Climate Foundation, Saliem Fakir, argued that the energy transition in emerging and developing economies is driven by economics and security rather than emissions targets.
VANISHING CITY: BBC News reported on a coastal community in Nigeria where the ocean has “already swallowed more than half of the town”.

Coming up

Pick of the jobs

DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.

This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.

The post DeBriefed 29 May 2026: Europe’s ‘mind-boggling’ May | Indian heat deaths | Nigeria’s solar mini-grids appeared first on Carbon Brief.

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Q&A: How can African electricity access power jobs not just lightbulbs?

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At the African Development Bank (AfDB) annual meetings this week, several African leaders called for investments in electricity infrastructure which go beyond lighting homes to powering economies.

Applauding the AfDB for its energy programmes like Mission 300 – which aims to provide electricity access to 300 million Africans by 2030 – the Central African Republic’s President Faustin-Archange Touadera said that without power supply “we will not be able to achieve development”.

Speaking alongside him, the Republic of Congo’s President Denis Sassou Nguesso echoed this, saying that “as we need to help our people to turn towards agriculture, to turn towards livestock rearing, we also need to provide power to them.”

As the Mission 300 initiative advances, attention is increasingly shifting from simply connecting households to ensuring that electricity access translates into economic opportunities and livelihoods. That shift is driving the launch of a new Centre of Excellence for Productive Use of Energy being developed under Mission 300 by the philanthropically funded Global Energy Alliance for People and Planet (GEAPP).

    In an interview with Climate Home News, Carol Koech, GEAPP’s vice president for Africa, said the initiative is designed to ensure that electrification supports income generation, agriculture and local economic development rather than only basic household access.

    Q: What is the Centre of Excellence for Productive Use of Energy aiming to achieve with Mission 300?

    A: Mission 300 is increasingly being seen as a job platform and so the role of the Centre of Excellence in translating those electricity connections to jobs. So we want the centre to do four things. First, as a delivery engine, which enables countries to embed a cross-institutional advisor that supports the electrification components, but also other components that are happening in the country.

    Second, we want the centre to be an innovation and strategy hub. Today, there’s really no place where you can go to find the state of the industry for productive use of energy across the globe, and we want to make the centre of excellence the place where you can go and get information about what technologies are available, where deployment is happening and how much is being deployed.

    Campaigners in Africa are demanding their governments stop the development of fossil fuels on the continent and embrace the opportunities of renewable energy
    (Photo: Lighting Global/SunCulture/World Bank)

    The third pillar is to coordinate and mobilise capital. We anticipate the centre coordinating internally within the ecosystem but also mobilising additional financing to help productivity. The last piece is how to scale businesses, enterprises and partnerships around this centre because we anticipate that as we grow this space, new industries will emerge and those industries will need to be supported.

    Q: Why is productive use of energy becoming important under Mission 300?

    A: Mission 300 gave us a bigger platform to demonstrate that energy is truly an enabler for economic development. It’s not sufficient to just provide a connection, but it is required that that connection truly translates to economic development for the communities that benefit.

    We shouldn’t bring electricity and then start thinking about what people can do with it. We need to think about both at the same time and ensure electricity arrives together with the things that will make a difference in people’s lives. Historically, we’ve brought electricity and imagined a miracle would happen, but we know that hasn’t been the case.

    The question is how to ensure universal access in the cheapest way while still transforming communities. Some mini-grids have been deployed in places where demand is extremely low, making them too expensive to sustain. But when mini-grids are paired with productive uses, the economics start to change. If businesses currently running on fossil fuel generators move to solar or renewable energy, operating costs fall and the business case for mini-grids becomes much stronger.

    Q: How could this work in practice for agriculture and rural communities?

    A: I’ll give you a practical example in our pilot country Zambia. Zambia has two programmes, they have the ASCENT programme for energy access and they also have the Zambia agribusiness and trade platform (ZATP). Some of the components of the ZATP programme – which is an agri-business program to help farmers to be productive – have a productive use component but don’t have an energy supply component. So we’re offering things like mills, processing facilities, irrigation and others. In some parts of Zambia, these productive use equipment has been supplied but has not been powered, so communities are not benefiting from that.

    So the whole point is if we coordinate where the agribusiness programme is deployed together with where the energy access programme is deployed and layer those two programmes together in one place, then you could solve the energy access problem and solve productive use together and therefore have really meaningful outcomes for communities.

    Q: How will the centre help both households and small businesses use electricity productively?

    A: The question on whether we should electrify households or businesses is neither here nor there. We need to electrify all. The argument is really once we electrify businesses, the owners of those businesses will be able to pay what they need for their households as well as increase production for their businesses.

    Electricity consumption is usually an indicator of economic development and by pushing productive use into households, especially where households are also smallholder farmers, the question becomes: how can electricity access translate to additional economic development for them? If you are connected onto a mini-grid, then you can actually use that connection to run irrigation, put in a dryer, or a cold storage system, whatever you require to improve your income but the fact that you have energy means that you can access productive use. Now, we need to ask ourselves how do these farmers or these households then get access to these appliances, because that’s another barrier.

    Q&A: Will subsidy cuts for Chinese clean-tech exports hurt Africa’s solar boom?

    The cost of these appliances is usually extremely high, and when you have programmes such as the ZATP running in Zambia, that’s already a public funding approach to making these appliances available and potentially reachable for farmers, either at household level, at farm level or at community level.

    Q: How does this complement the already existing Mission 300 national energy compacts designed by countries?

    A: Each of the national energy compacts have a productive use component, a pillar that talks about distributed renewable energy, productive use, and clean cooking. This is actually complementing the work of the countries, and this centre is like an available support, back office for countries to tap into as they implement their national energy compacts, if they have specific requirements and support for that pillar three.

    So the advisers that will be embedded into countries, their role is to coordinate within country programs that are running where energy could make a difference. The advisers will be sourced from the country and so they will make sure that the donor money is coordinated to benefit the country fully. Their role will include going to ministries of agriculture or any related ministries and understanding where they are prioritising programmes that require electrification. In many cases, programmes and money have already been allocated, but this component is about how do we deploy it in a way that it actually truly brings a difference, so those advisers will do that.

    Q: How will the centre address financing and private sector investment challenges?

    A: What we’re really looking at is different financing mechanisms. In the past, we have provided subsidies and results-based financing to suppliers, distributors and manufacturers to help create markets for productive-use appliances. I see this as one mechanism the centre could use, but the bigger opportunity is aligning public funding across different programmes so that more of it can support productive uses, either through direct funding or subsidies.

    Nigerians bet on solar as global oil shock hits wallets and power supplies

    When it comes to private sector investment, the reality is that Africa’s energy sector still faces serious constraints. Most private investment has gone into power generation, particularly through independent power producers, and even then that has only been possible in places where the off-takers, usually utilities, are bankable.

    To unlock more private capital, countries need the right policies, reforms and regulations, but even more importantly, utilities must become financially viable. If the off-taker is not bankable, then the project is not bankable.

    Another major question is how to attract private investment into transmission infrastructure. There are different models being explored, but the reality is that public funding alone is not sufficient to achieve Mission 300, so finding new ways to mobilise private capital will be critical.

    The post Q&A: How can African electricity access power jobs not just lightbulbs? appeared first on Climate Home News.

    Q&A: How can African electricity access power jobs not just lightbulbs?

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    AI boom means US is now ‘investing more’ in fossil-fuel power than China

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    The “data-centre boom” is driving a surge in gas investment in the US, pushing its fossil-power spending ahead of China, according to the International Energy Agency (IEA).

    A rapid expansion of data centres across the nation is at the heart of the US tech sector’s plans to continue “dominat[ing]” the global artificial intelligence (AI) industry.

    High demand for electricity to power these data centres has led to companies rushing to build new gas-fired power plants across the country.

    This trend, combined with “soaring” gas-turbine prices, drove a threefold increase in US gas‑power investment in 2025 – and the IEA expects this to continue throughout 2026.

    As the chart below shows, Chinese investment in coal- and gas-fired power is expected to drop this year, amid domestic policy changes and the Iran war sending gas prices spiralling.

    Together, these trends mean the IEA expects US investment in fossil-fuelled power plants to overtake China’s in 2026.

    Annual investment in fossil-fuel power in China and the US
    Annual investment in fossil-fuel power in China and the US, $bn. The figure for 2026 is an IEA estimate, based on current trends. Source: IEA.

    The IEA’s latest world energy investment report shows that spending on renewables and electricity grids continues to dominate at the global scale.

    In the US, Trump administration policies such as the phase-out of tax credits for renewables has led to the IEA revising its forecast for new wind and solar power downwards.

    At the same time, US electricity demand is expected to rise by an average of 2% per year from 2026 to 2030, with data centres contributing half of the overall increase.

    This is leading to what the IEA calls an “AI-driven push” to build new gas-power plants in the US, the world’s largest data-centre market and largest gas producer.

    Globally, orders for new gas-power plants increased to 130 gigawatts (GW) in 2025 – a 25-year high – and US demand was a “major factor” in this, according to the IEA.

    Much of the demand is coming from tech companies in the US seeking to bypass grid connection queues by building “captive” gas-power plants.

    As the chart below shows, since the start of 2025 these US captive data centres alone have signed off on more investment in new gas turbines than any country in the world – aside from the US itself.

    Total value of new gas generation final investment decisions
    Total value of new gas generation final investment decisions by country, region or use-case, between 2025 and the first quarter of 2026, $bn. Source: IEA.

    Overall, investment in grid upgrades, power equipment and electricity generation to support the buildout of data-centre infrastructure around the world hit $105bn in 2025, according to the IEA.

    This is more than the total invested in the energy sector across the whole of Africa – a continent where more than 600 million people do not have access to electricity.

    The IEA notes that strong demand for gas-power plants for data centres in the US – and, to a lesser extent, the Middle East – is “limiting the availability of turbines for near-term deployment elsewhere in the world”.

    The agency also points out that as the tech sector becomes a “major energy investor”, accounting for around 40% of all corporate power-purchase agreements, it is also “underpinning momentum” for emerging clean technologies, such as small modular nuclear reactors and advanced geothermal.

    The post AI boom means US is now ‘investing more’ in fossil-fuel power than China appeared first on Carbon Brief.

    AI boom means US is now ‘investing more’ in fossil-fuel power than China

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