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
Floods killed 60 people after ‘year of rain in a week’
HUMAN TOLL: Heavy rainfall in late July killed at least 60 people across northern China, with flooding and landslides affecting Beijing and neighbouring Hebei province, Reuters reported, adding that “meteorologists link an increase in extreme weather…to climate change”. In some areas, a “year’s worth of rain fell in less than a week”, another Reuters article said. China’s “usually arid north has seen record rains in recent years”, but Beijing’s topography “amplif[ied] the deluge” that killed more than 30 people in the capital, the newswire added. Other affected regions included Shanxi, Shaanxi, Liaoning, Shandong, Tianjin and Inner Mongolia, according to various news outlets.
PERSISTENT HEAT: Five people were killed in southern Guangdong province due to “torrential rain”, said the state-run newspaper China Daily. Shanghai evacuated “around 280,000 people” as storm Co-may brought “strong winds and heavy rainfall”, Bloomberg said. Elsewhere, China Daily reported on “persistent high temperatures” in central China, adding that multiple regions faced intense heat or rainfall this week. The southern city of Chongqing “elevated its heatwave warning to the highest level” following temperatures “exceeding 40C for a week”, Reuters said.
RELIEF FUNDS: State broadcaster CGTN said China allocated more than one billion yuan ($139m) to areas across China for flood and drought relief efforts. Beijing and its neighbouring provinces received 550m yuan ($77m) for flood relief, reported the Hong Kong-based South China Morning Post (SCMP).
NEW OUTBREAK: Meanwhile, thousands of residents in southern China’s Guangdong province have contracted chikungunya, a mosquito-borne disease, Bloomberg reported, quoting an expert saying the “surge in chikungunya cases is likely due to favorable climatic conditions”. The outbreak “is the latest sign that tropical diseases…are expanding their reach, as climate change lets mosquitoes live in new territories”, it added.
Government tackled ‘Industrial Cthulhu’
OVERCAPACITY POLICIES: Regulators released a “draft amendment” to China’s pricing law that aims to “rein in price wars”, Reuters said. China will “name and shame” companies that continue to implement “ruinous competition”, said Bloomberg. Draft “guidance” was also issued on deploying government funds, SCMP reported, to prevent continued “overconcentrat[ion]” of local government investment in the “new three” and other sectors. China’s leadership also called for “reducing excess competition” and regulating “local government practices in attracting investment”, said Xinhua. According to Bloomberg, this showed “China’s leaders see the dangers” of China’s manufacturing strength “clearly”. (It added that some netizens had nicknamed the sector “Industrial Cthulhu”, in a “tongue-in-cheek” comparison that it said was meant to imply that “China’s manufacturing power is a beast”.)
SUPERCHARGING DEMAND: Domestic sales of new-energy vehicles (NEVs) between January and June 2025 rose 40% year-on-year to just under seven million units – 44% of total car sales – reported the Communist party-affiliated People’s Daily, while exports “surged” by 75%. Energy news outlet International Energy Net quoted a National Energy Administration (NEA) official saying China expects 2025 power demand for EV charging alone to equal the “annual power generation of the Three Gorges dam”.
HIDDEN FIGURES: While the figures show that 2025 is “shaping up to be another stellar year” for China’s EV industry “on paper”, Caixin said, “overcapacity” and fierce price wars mean the industry’s mood is “far from celebratory”. Separately, Reuters found it is “increasingly common” for automakers in China, including EV manufacturers and foreign brands, to “inflate car sales”.
EV TARIFFS: Meanwhile, Chinese EVs exports to the EU have made a “full comeback from tariffs set in place last year”, with Chinese automakers’ share in Europe’s EV market surpassing 10%, according to Bloomberg. Elsewhere, Thailand has “adjusted” EV subsidies to encourage exports as surging Chinese investment creates excess domestic “capacity”, said finance news outlet Caixin. EV manufacturer BYD has been offered a “short-term tariff break” in Brazil, but will face aggressive “hikes…in the long run”, SCMP reported.
Forecast for solar growth in 2025 rose to 300GW
GENERATION SHARE: Renewable energy accounted for “almost 40% of total power generation” in the first half of 2025, NEA officials said at a press conference covered by BJX News. New solar and wind generation also covered “total growth in electricity demand”, the energy news outlet added. BJX News also added that, according to the NEA officials, non-fossil fuel sources now account for 60% of China’s electricity mix. Meanwhile, the China Photovoltaic Industry Association “raised its forecast for new domestic solar installations this year” to 270-300 gigawatts (GW), citing the “minimal impact” of “new policies such as document 136” on large-scale clean-energy bases, reported business news outlet Jiemian. China had already installed 212GW of new solar capacity in the first half of the year, said China Daily.
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INDUSTRY INSPECTIONS: The government will conduct “energy conservation inspections” on polysilicon manufacturers, Jiemian said. It quoted an anonymous “industry insider” as saying the targeted companies are “not all…polysilicon projects for photovoltaic use”, adding that the inspections likely aim to identify “projects that consume resources without creating actual value”. Meanwhile, Reuters found “China’s biggest solar firms shed nearly one-third of their workforces last year”, illustrating the “pain from the vicious price wars”, while “more than 40 solar firms have delisted, gone bankrupt or been acquired” since 2024.
‘ORDERLY’ DEVELOPMENT: China issued a new policy on “further regulating the use of farmland for solar projects”, calling for better management and strict supervision of “solar projects involving the use of farmland”, reported International Energy Net. The NEA also pledged to “guide the orderly development of distributed [solar] projects and ensure safe and efficient consumption”, said another International Energy Net article.
Central bank boosted finance for ‘future energy’
NEW ENERGY FINANCE: China’s central bank, alongside several government ministries, released guidance on financing “new industrialisation”, BJX News reported, adding that it encouraged supporting sectors such as “new energy” in “raising capital” and encouraged state-run investment funds to focus on “future energy” and other “future industries”. The guidance also called for more support for “green and low-carbon transformation” and clean-energy technologies. Separately, China will evaluate the energy consumption and potential carbon emissions of “fixed asset” investments over a certain threshold of energy or coal consumption, said International Energy Net.
‘CLIMATE THREATS’: The CMA launched a new “initiative” to “establish a global early warning service network in the face of escalating climate threats”, CGTN said. China also issued a plan to “create greener, safer and more livable environments” in the face of “intensifying global climate change”, said People’s Daily. China’s agriculture ministry also released a work plan to “ensure a bountiful autumn grain harvest” in the face of an “above-average number of extreme weather and climate events this year”, Xinhua reported.
NDRC ON HIGH DEMAND: The National Development and Reform Commission (NDRC), China’s top economic planning agency, commented on recent high power demand, reported International Energy Net. It explained that the NDRC said China will “ensure an adequate and stable [power] supply” through effective management of coal production and will “integrate new energy’s supporting role” with coal’s role as a “bottom-line guarantee” (兜底保障) for power generation. Separately, the NDRC also highlighted “promoting…comprehensive transformation under dual-control of carbon mechanisms” as one of its “key tasks” for the rest of 2025, according to China Energy Net.
Spotlight
Guest spotlight: What an ‘ambitious’ 2035 electricity target looks like for China
A new study has found that China must at least double its wind and solar capacity by 2035 to align its power sector with a 2C global warming target.
In this issue, co-authors Zhenhua Zhang and Michael R Davidson, a PhD student and associate professor at the University of California, San Diego, respectively, explain how China could encourage climate ambition by setting power-sector targets.
The full article is available on Carbon Brief’s website.
China’s power sector is both the world’s largest emitter and the largest source of clean-energy growth.
This means it will be a key part of China’s next nationally determined contribution (NDC) – its climate pledge under the Paris Agreement for 2035.
In our new study, co-authored with experts from Tsinghua University, we model pathways for China’s power system up to 2035 that are consistent with its wider climate goals.
China has already surpassed its 2030 renewable deployment target, due to recent record-breaking annual additions.
However, new coal-power developments and rapid growth in electricity demand pose a threat to meeting China’s other targets.
Our research looks at the rate of growth from clean energy that would be required to not only meet China’s rapidly rising demand for electricity, but also to push down its coal generation and squeeze emissions from the power sector.
Staying below 2C
We simulate a range of scenarios for 2035, based around two different scenarios for China that are compatible with a global limit of 2C warming this century.
The basic 2C trajectory would see China’s power-sector emissions fall to 36% below 2024 levels by 2035, whereas the more ambitious 2C trajectory has a 42% decline.
It shows wind and solar energy would need to supply around 40% of China’s electricity by 2030, if the country aims to remain on track for 2C of global warming.
Solar and wind power generation would need to then rise to 50% by 2035, up from 17.9% in 2024.
This growth would substantially reduce the system’s reliance on coal and other fossil fuels, which would decrease to 35% of generation in 2030 and 25% in 2035.
The more ambitious scenario, which targets limiting global warming since the pre-industrial period to 1.5-2C, would see even higher wind and solar generation shares of 44% by 2030 and 54% by 2035.
Under the different scenarios, China’s wind and solar capacity would rise from around 1,700GW today to 2,350-2,780GW by 2030 and 2,910-3,800GW by 2030, requiring annual additions of 120-220GW.
Recent wind and solar additions have already exceeded this pace.
Challenges with grid integration and supporting infrastructure could slow future large-scale buildouts, meaning battery and grid capacity would need to rise by 6% and 5% per year to 2035, respectively to better integrate renewables into the grid.
The NDC and beyond
Due to the rapidly evolving economic and geopolitical situation, there are good reasons to expect that China’s topline emissions number in its NDC may be underwhelming. But there is an opportunity to emphasise and expand ambition within the power sector through additional sectoral targets.
While China has previously set a target for the absolute capacity of wind and solar, a goal for the share of electricity generation would set a narrower range for future power sector emissions.
Given current uncertainties around the pace of power demand growth, for example, a target for clean energy share might provide greater confidence than a capacity target alone.
Regardless of what targets are set, achieving the growth of clean energy modelled in our study would support China’s long-term climate commitments and demonstrate the nation’s intent to be a clean-energy powerhouse.
Watch, read, listen
‘UNSHAKEABLE’ GOAL: President Xi Jinping told attendees of the 2023 National Conference on Ecological and Environmental Protection that China’s commitment to its “dual-carbon” goals is “unshakeable”, according to a speech published in full, for the first time, by top ideological journal Qiushi.
CLIMATE REFUGEES: The United Nations Refugee Agency assistant high commissioner Raouf Mazou spoke with China Daily about China’s role in addressing “climate change-linked displacement”.
FINANCE FLOWS: The Environment China podcast explored what impact China’s push to develop “green finance” has had on the country’s energy transition.
PROVINCIAL PROGRESS: The Institute of Public & Environmental Affairs published a report assessing different provinces’ progress in reaching China’s “dual-carbon” goals.
1.35 billion
In tonnes per annum, the amount of coal-mine capacity that is “at various stages of development” in China, according to updated data from thinktank Global Energy Monitor – more capacity than “all other countries combined”.
New science
Communications Earth & Environment
A new study found a “significant increase” in both dry-hot and wet-hot extremes in China during the May-September warm season. The authors investigated changes in hot extremes in 136 Chinese cities over 1981-2022. They found that wet-hot extremes accounted for 36% of all hot days, while dry-hot days accounted for only 4%. The authors said their findings “underscore the urgent need for adaptive urban strategies to mitigate the growing risk of compound temperature-humidity extremes under ongoing urbanisation and climate change”.
China’s nationwide streamflow decline driven by landscape changes and human interventions
Science Advances
The amount of water running through rivers, or “streamflow”, has declined at more than 70% of Chinese hydrological stations over the past six decades, according to a new study. The authors combined data from more than 1,000 hydrological stations with climate models to produce a “comprehensive national assessment” of streamflow across China. They found that decreases in streamflow were mainly in northern China and were driven by changes in land use, but that increases in streamflow were found in the south, mainly driven by “climate change and variability”.
China Briefing is compiled by Wanyuan Song and Anika Patel, with contributions from Svetlana Onye. It is edited by Wanyuan Song and Dr Simon Evans. Please send tips and feedback to china@carbonbrief.org
The post China Briefing 7 August 2025: Deadly floods; ‘Industrial Cthulhu’; Higher solar forecast appeared first on Carbon Brief.
China Briefing 7 August 2025: Deadly floods; ‘Industrial Cthulhu’; Higher solar forecast
The Endangered Species Committee, known as the God Squad, issued a rare exemption from compliance with the Endangered Species Act for oil and gas activities in the Gulf of Mexico.
Environmental groups are suing the Trump administration over its decision to exempt oil and gas drilling in the Gulf of Mexico from complying with the Endangered Species Act, a move they say threatens both the coastline region and the law designed to protect threatened plants and animals.
Environmental Groups Take Trump Administration’s ‘God Squad’ to Court
The ocean’s fastest and most formidable predators might also be the most physiologically vulnerable to warming waters, researchers warn.
The evolutionary edge that fueled great white shark dominance for millions of years could soon become its greatest downfall.
Climate Change
China Briefing 16 April 2026: Billions for grid | Petrochemical plan | China’s high-seas bid
Welcome to Carbon Brief’s China Briefing.
China Briefing handpicks and explains the most important climate and energy stories from China over the past fortnight. Subscribe for free here.
Key developments
Surge in grid investment
TRILLION-YUAN ERA: China’s two largest power grid operators invested a total of 167.5bn yuan ($24.5bn) in the first quarter of 2026, reported state broadcaster CCTV. State Grid said that during this period it spent more than 10bn yuan on connecting “new energy” projects to the grid, up 50% from last year, reported Shanghai-based news outlet the Paper. The two state-owned enterprises (SOEs) plan to invest 1tn yuan ($146bn) annually over the 15th five-year plan period (2026-2030), said finance news outlet Yicai.
POWER CURBED: However, in what Bloomberg called a “clear signal that the grid is struggling to absorb all the extra power from the rapid growth in renewables”, solar and wind utilisation rates – the percentage of total power generated by a source that is used by the grid – fell again at the start of the year. They stood at 90.8% and 91.5%, respectively, in January and February 2026, according to a post by an SOE-linked research institute republished by energy news outlet International Energy Net. The rates are now “approaching [minimum] limits that the government had relaxed only two years ago”, added Bloomberg.
SIX PROVINCES SUPERVISED: A recent meeting of the National Energy Administration (NEA) concluded that China’s renewable installations had seen “steady growth” in 2026, adding that the body must make “sustained efforts” to “expand” investment in renewable power, reported International Energy Net. Separately, International Energy Net also said that the NEA will increase “supervision” of the power sectors in six provinces – Hebei, Jilin, Xinjiang, Fujian, Hunan and Guangdong. The outlet said this would entail scrutinising how they implement “energy conservation and carbon reduction” tasks, with a “focus” on coal plants, how they construct large clean-energy bases and their consumption of new energy, as well as their power infrastructure and markets.
Conflict spurred cooperation with China
CHINA ‘WINNING’: In Vienna, Chinese climate envoy Liu Zhenmin told state news agency Xinhua that the Middle East conflict has created an urgent need for countries to rethink energy security strategies and accelerate the energy transition. Xinhua also cited Liu as warning against over-reliance on a single source of energy imports. Meanwhile, state broadcaster CCTV published a segment arguing that a “greener” system will “provide a strong guarantee” for energy security, although it did not mention the conflict. Several outlets have continued to highlight how low-carbon energy has helped China weather the conflict and boosted sales of Chinese technologies, including the New York Times, Wall Street Journal, Associated Press, Indian Express, Washington Post and Bloomberg. Semafor said China was “winning the global energy war”.
MANY MEETINGS: United Arab Emirates crown prince Sheikh Khaled bin Mohamed bin Zayed Al Nahyan and Chinese president Xi Jinping discussed how to “prevent further impacts” from the conflict on energy security, said Xinhua. Australian prime minister Anthony Albanese said he addressed “regional energy security” with Chinese premier Li Qiang, reported Reuters. A post by China-Russia Information Net on nationalist media outlet Guancha quoted a Chinese diplomat in Russia telling reporters that “current dramatic changes in the international situation” are causing the two countries to discuss “further energy cooperation”. The Philippines is continuing to consider “oil and gas cooperation” with China, despite territorial disputes, Reuters also reported.
‘PROFOUND’ IMPACTS: Energy administration head Wang Hongzhi wrote a chapter in a “study guide” to the 15th five-year plan, published by industry outlet China Power News Net, in which he noted that “geopolitical conflicts are profoundly reshaping the global energy landscape”. He added that “traditional fossil fuels must continue to serve as a safety net while [China] simultaneously accelerates efforts to transition [to clean energy sources]”. Environment minister Huang Runqiu wrote in the CPPCC Daily, the official newspaper for the advisory body Chinese People’s Political Consultative Conference (CPPCC), that China will “earnestly” carry out “carbon peaking actions” in the next five years. Huang also said that, with “concerted efforts”, China’s 15th five-year plan targets are “achievable”.
Petrochemical plan published
UPGRADE DEADLINE: China issued a plan for either upgrading or phasing out “outdated” petrochemical plants by 2029, reported Reuters. It added that the plan did not confirm explicitly “how many plants may be upgraded or phased out”. The news outlet Economic Daily said that, according to the document, China would focus on upgrading or phasing out outdated capacity “as determined in 2025”, while also developing a “long-term working system” for assessing the industry. According to the full document, published on the Ministry of Industry and Information Technology (MIIT) website, carbon-emission assessments were part of the selection criteria, with policymakers planning on “developing or revising” further standards for carbon emissions under the plan.
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CHEMICAL OVERCAPACITY: The Paper quoted MIIT official Chang Guowu telling reporters that the plan will address the “low standards of design and construction” and “outdated processes” in older plants that lead to “significant” environmental risks. Xinhua said that, of China’s more than 27,000 petrochemical plants, “more than 1,600…outdated facilities” were reported in 2025, 600 of which required upgrading. Chemical news WeChat account WeLink Chemicals noted the policy was released against a backdrop of “overcapacity and declining demand for road transport fuels”, with the government having “stepped up efforts to curb overcapacity” in 2025.
More China news
- TARGET PLEDGED: China will cut the carbon intensity of its international shipping vessels by at least 15% by 2030 compared to 2025 levels, said climate outlet IdeaCarbon. It said China will also “significantly enhance” its influence in emission reduction talks at the International Maritime Organization.
- SANCHEZ VISITED: China and Spain “can contribute to finding solutions” for environmental issues, Spanish leader Pedro Sanchez told Xi Jinping, according to the Associated Press. Ahead of the meeting, Sanchez also argued China should play a more substantial role on climate change, said the Singapore-based Straits Times.
- CHINA COMMITTED: Huang Runqiu reaffirmed China’s support, “as always”, for global climate governance in a meeting with UN advisor Selwin Hart, said the Paper.
- FUNDING HALTED: The EU “quietly” approved a plan to prevent EU funds being provided to “clean technology projects containing Chinese inverters”, said the Hong Kong-based South China Morning Post.
- AI UNVEILED: Chinese researchers developed a “first-of-its-kind artificial intelligence model designed to track carbon emissions”, reported Xinhua, adding that it “could shift the balance of power” in global climate negotiations, such as by quantifying the “embedded carbon” of products that developed countries import from China.
- CONTROLS CONSIDERED: China is deliberating “limiting exports” to the US of the equipment needed to make solar panels, according to Reuters.
Spotlight
The debate over China’s bid to host the “high seas” treaty
The final preparatory commission for the Biodiversity Beyond National Jurisdiction (BBNJ) agreement has closed, laying the groundwork for the treaty’s first conference of the parties (COP1).
One key agenda item was China’s presentation of a bid to host the secretariat. In this issue, Carbon Brief examines the debate surrounding the bid.
The BBNJ agreement, also known as the High Seas Treaty, governs the sustainable use and conservation of the “high seas” – marine areas outside national jurisdictions – with a new United Nations (UN) body established to oversee enforcement.
As well as facing significant impacts from climate change, the ocean plays an important role as a carbon sink, absorbing around 29% of man-made emissions.
The treaty “recognis[es]” the need to address oceanic biodiversity loss and ecosystem degradation, according to previous Carbon Brief analysis, identifying key impacts from climate change, acidification, pollution and “unsustainable” use.
It aims to encourage conservation and sustainable use of marine biodiversity in the high seas, such as by managing “marine genetic resources”, creating protected areas in the ocean, developing environmental impact assessments and facilitating capacity-building and transfer of marine technology.
China’s bid
China’s bid to host the secretariat focused on its “sustainability efforts” and “commitment to multilateralism”, reported the Earth Negotiations Bulletin.
The country’s bid document drew attention to several of its emission-reduction efforts, including “green shipping corridors” and strengthening carbon sinks through protecting mangroves, seagrass beds and coral reefs.
In a speech, Chinese ambassador to the UN Fu Cong said that the bid “reflects China’s unwavering support” for multilateralism, adding that a successful Chinese bid would lead to the first UN-related body headquartered in the Asia Pacific region. He said:
“That means it will not only be welcomed, but also be prioritised. It will have the full backing from all levels of government in China and its people.”
Li Shuo, director at the Asia Society Policy Institute’s China climate hub, attended the meetings. He said in a note that China’s decision to bid “reportedly came from [President] Xi Jinping”, galvanising a coordinated cross-ministry effort to secure host the secretariat.
Creating debate
China entering the race has caused a stir.
As host, it could inhibit “robust environmental safeguards” by “embedding elements of its domestic governance model” into how the treaty operates, wrote Dr Chime Youdon, research fellow at India’s National Maritime Foundation, on the organisation’s platform.
But such concerns are weakened by the fact that China would “want the treaty to function” if it were host, argued Prof Philippe Le Billon and Zelda Ladefoged, professor and master’s student at the University of British Columbia, in an article for the Conversation.
Nevertheless, they noted “sustained” worries around China’s influence, given the extensive involvement of its companies in distant-water fishing and deep-sea mining, which are not covered in the treaty.
Li told Carbon Brief that, as far as he saw, no-one was “actively pushing back against” the bid on any of the above grounds. Instead, he observed “anxieties” around “accreditation, information security and visa and conference participation issues”.
Daniel Kachelriess, cross-cutting coordinator at the High Seas Alliance, an umbrella group of non-governmental organisations focused on ocean governance, echoed this in comments to Carbon Brief. He said “values like neutrality and impartiality, transparency and accountability” are important for the decision, as well as practical issues such as “reliable” internet access.
The Financial Times reported that Chinese delegates have offered immunity to attendees and flexibility around visas, citing unnamed sources.
But a successful Chinese bid could be a “significant escalation” of China’s involvement in global environmental governance, wrote Le Billon and Ladefoged.
As such, the BBNJ could prove a “case study” of sustaining environmental progress without the US and of China “learning to translate its ambitions into leadership”, said Li.
Watch, read, listen
PROFIT PRESSURE: The Economic Observer investigated how higher profit remittance requirements for state-owned enterprises is placing pressure on the balance sheets of power, coal and other energy companies.
CARNEY’S CALCULUS: The Wire China Podcast discussed how a deteriorating relationship with the US affected Canada’s approach to importing Chinese electric vehicles.
AFRICAN SOLAR: Climate Home News interviewed a renewables company working in Africa about what the end of Chinese solar export rebates could mean for the continent.
FUEL PRICE WOES: The New York Times published a video about how rising diesel prices are hitting China’s long-haul truck drivers hard.
140%
The year-on-year rise in March in exports of Chinese new-energy vehicles (NEVs, including both plug-in hybrids and pure electric vehicles), reported Bloomberg, citing renewed interest caused by the “global energy shock stemming from the Iran war”.
-14%
The year-on-year fall in March in domestic sales of Chinese NEVs, reported Yicai, citing “changes to the NEV purchase tax exemption and the overlapping effects of the Chinese New Year holiday”.
New science
- Between 1978 and 2023, emissions of “gaseous reactive nitrogen” – including ammonia and nitrous oxide – from croplands in China more than doubled | PNAS
- There are “disparities in [the] energy transition” between households in rural China, with small, low-income households and areas in the Loess plateau facing a “disproportionate energy burden and energy poverty” | Communications Earth and Environment
Recently published on WeChat
China Briefing is written by Anika Patel, with contributions from Lekai Liu, and edited by Simon Evans. Please send tips and feedback to china@carbonbrief.org
The post China Briefing 16 April 2026: Billions for grid | Petrochemical plan | China’s high-seas bid appeared first on Carbon Brief.
China Briefing 16 April 2026: Billions for grid | Petrochemical plan | China’s high-seas bid
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